Agenda: 2020 Advisory Conference

General Session: Conference Opening

10:00 AM - 10:30 AM (CDT)

General Session: Keynote Presentation

10:30 AM - 11:30 AM (CDT)

11:30 AM - 12:00 PM (CDT)

First-Choice Advisor “5C’s” series: Caring and Curious

12:00 PM - 1:00 PM (CDT)

The Real Economy – helping middle market clients anticipate and address their unique challenges.

Leveraging your outsourced accounting services to drive advisory insights

Digital transformation and industry trends in food and beverage

Succession planning – Avoiding common obstacles to delivering client value

7 Steps to grow your firm's revenue using LinkedIn

Success through collaboration in the Business & Professional Services industry

Trusted advisor now more than ever

1:00 PM - 1:30 PM (CDT)

1:00 PM - 2:00 PM (CDT)

Entertainment Lounge: Trivia Contest

1:30 PM - 1:50 PM (CDT)

Demystifying the data analytics hype through actionable solutions

2:00 PM - 3:00 PM (CDT)

Expanding globally to compete locally

Trusted advisor now more than ever

Help your e-commerce clients achieve their global aspirations

The key to adapting to evolving buyer preferences and thriving in a new retail landscape

First-Choice Advisor “5C’s” series: Caring and Curious

Using business intelligence tools to enhance health care client conversations

Technology in a pandemic – Why does it matter to a nonprofit? And where do we go from here?

Lobby Open, Member and Sponsor Showcase

9:00 AM - 10:00 AM (CDT)

General Session: Day 2 Opening

10:00 AM - 10:30 AM (CDT)

First-Choice Advisor “5C’s” series: Collaborative and Critical Thinkers

10:30 AM - 11:30 AM (CDT)

Strengthening and expanding client relationships remotely

First-Choice Advisor “5C’s” series: Collaborative and Critical Thinkers (Clone)

Employee engagement through a digital experience

Technology to lead the way for manufacturers

Optimizing the CFO experience – The digital journey

The impact of recent social movements on diversity and inclusion initiatives

Demystifying digital transformation

Succession planning – Avoiding common obstacles to delivering client value

11:30 AM - 12:00 PM (CDT)

Enhancing the client experience through digital transformation

12:00 PM - 1:00 PM (CDT)

Strengthening and expanding client relationships remotely

Leading organizational change: The five habits for delivering organizational value

Help your e-commerce clients achieve their global aspirations

Seven mindset shifts to drive differentiation and growth amid disruption

Understanding and mitigating the risk of claim payment inaccuracies commonly experienced by self-funded health plans

First-choice advisor “5C’s” series: Collaborative and Critical Thinkers

1:00 PM - 1:30 PM (CDT)

1:00 PM - 2:00 PM (CDT)

General Session: Special Performance by The Barenaked Ladies

1:30 PM - 1:50 PM (CDT)

“I-LEAD”:Becoming an inclusive leader in a changing environment

2:00 PM - 3:00 PM (CDT)

From Good to Great: Using thought leadership to become the trusted advisor

Turning federal policy into business

Global telework. The future of work is here.

State of the technology sector

ESOP: Sell Side Advisory Services

Bringing alive the audit of the future

Aligning advisory behaviors to your client’s stage of maturity

Lobby Open, Member and Sponsor Showcase

9:00 AM - 10:00 AM (CDT)

General Session: Day 3 Opening

10:00 AM - 10:15 AM (CDT)

The importance of BD in times of social distancing

10:15 AM - 11:15 AM (CDT)

Changing workforce dynamics – connecting talent engagement to business success

A world in upheaval: Global survival and growth

A once-in-a-generation moment to reimagine the workplace

Tomorrow’s firm, today: Combining strategy & technology to innovate CAS

Hindsight is 2020: The future of construction

First-Choice Advisor “5C’s” series: Courageous

11:15 AM - 12:00 PM (CDT)

Entertainment Lounge: Trivia Bingo Contest

11:30 AM - 11:55 AM (CDT)

Optimizing artificial intelligence for your client advisory services

12:00 PM - 1:00 PM (CDT)