CPA - medium firm
Other
This session focuses on what CPAs need to know in order to break free of the traditional CPA box, which all too often is associated with “bean counting” instead of higher lever strategic and advisory work. Join Sean Stein Smith and Garrett Wagner, the hosts of the Entrepreneurial CPA Show, as they share their transition from traditional accounting roles to roles akin to entrepreneurs and thought leaders in their respective areas. Included in this session will be a mix of theoretical advice and ideas on how to begin the transition to a more entrepreneurial CPA, and examples of how to place these ideas and topics into practice starting today. If you are a CPA looking to expand a business, start a business, or elevate your work to that next level, there is something in this session for you.
Learning Objectives:
- Identify and analyze the competencies and skill sets that CPAs need to elevate their work and services to the level of strategic advisor
- Understand some of the market trends that are simultaneously creating opportunities and challenges for CPAs looking to break out of the traditional mold
- Discuss and analyze how these topics and ideas, both related to market forces and CPA specific changes, can be used starting today, to take that next step as a professional
Sean Stein Smith
Lehman College
Assistant Professor of Economics and Business
sean.steinsmith@lehman.cuny.edu
(718) 960-8377
Sean is an assistant professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the Accounting Working Group. Sean sits on the Advisory Board of Gilded and is a strategic advisor to the Central Bank Digital Currency Think Tank. Sean also serves as an Advisor to Crescent City Capital, a cryptoasset investment fund.
Sean is a widely recognized expert in the areas of blockchain and cryptoassets, especially as they connect to accounting and financial services. His thought leadership is sought after by academic and industry organizations, and includes his efforts to develop and teach the first ever courses focusing on blockchain and crypto at Lehman College beginning in 2021.
Sean has also been named one of the Top 100 Most Influential People in Accounting, and has been named a past winner of the NJCPA Ovation Award for Innovation. He has also been named a 40 under 40 in the accounting profession from 2017-2021 by CPA Practice Advisor and the NYSSCPA in 2021. Sean was named on the NJBIZ Power 50 in Accounting in 2021 & 2022. He was also awarded the Outstanding Young CPA of the Year Award by the AICPA in 2022.
Garrett Wagner, CPA, CITP
C3 Evolution Group
CEO
garrettwagner@c3evolutiongroup.com
(585) 210-2446
The Entrepreneurial CPA, Garrett Wagner CPA/CITP is an industry thought leader on a mission to fuel the entrepreneurial spirit and passion within the industry. With his ability to break free from the traditional CPA box, Garrett has embraced the entrepreneurial mindset and is on a mission to help others embrace the skills and knowledge needed to succeed.
Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, and consulting for CPA firms across the country helping them to ignite lasting change by understanding the unique needs of each firm organization.
Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders through education and leveraging technology any sized firm can be successful.
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