Agenda

9:40 AM – 10:30 AM
Individual Tax Update: Part 1
Receive an inside look at recent developments impacting individual taxpayers and discuss other initiatives on the legislative horizon. Plus, walk away with various tax planning ideas and opportunities to help navigate today’s evolving environment.
Damien Martin, CPA | Partner | FORVIS

10:40 AM – 11:30 AM
Individual Tax Update: Part 2
But wait, there’s more! Learn how the recent developments discussed in the “Individual Tax Update: Part 1” session will impact overall tax planning strategies for individuals and their families.
Damien Martin, CPA | Partner | FORVIS

12:25 PM – 1:15 PM
Business Tax Update: Part 1
It’s been another busy and turbulent year in the business world. Dig into the latest tax developments impacting businesses and receive a preview of what potentially lies ahead.
Damien Martin, CPA | Partner | FORVIS

9:40 AM – 10:30 AM
SSARS 25: Review Engagements
Review the key provisions of SSARS 25 and learn best practices for implementation in review engagements. Understand the impacts to materiality and the necessary changes to the review report.
Kelli Cloutier, CPA | Shareholder | Mayer Hoffman McCann, P.C.

10:40 AM – 11:30 AM
ESG and Financial Reporting
Explore how to integrate environmental, social and governance (ESG) concepts into your daily management and external reporting. Leave with a roadmap to launch your ESG plan or take your existing efforts to the next level to help drive value creation.
Mary Adams, Founder | Smarter-Companies
Marcy Twete, MBA | CEO | Marcy Twete Consulting

12:25 PM – 1:15 PM
Accounting for Contested Trusts and Estates
Learn how to prepare documents for a contested trust or estate that will stand up to legal scrutiny and avoid liability. Plus, hear tips for reviewing documents prepared by others to ensure beneficiary clients and their lawyers can protect their gifts and inheritances.
Ray Prather, JD, CPA, CFF | Partner | Prather Ebner LLP

9:40 AM – 10:30 AM
Introducing Clients to PFP Services
Discover best practices for introducing personal financial planning (PFP) services to your clients through personalized conversations that focus on their goals, values, and needs.
Kelley Long, CPA/PFS, CFP | Owner | Kelley C. Long Consulting LLC

10:40 AM – 11:30 AM
Professional Ethics
Learn how to implement the conceptional framework of the AICPA’s Code of Professional Conduct in your daily practice and use it to resolve ethical conflicts.
Kurt Oestriecher, CPA | Partner | Oestriecher & Company, CPAs

12:25 PM – 1:15 PM
Developing and Retaining Diverse Talent
Discover innovative ways to support diverse new hires at your organization in order to increase retention and ensure every person on the team has the potential to succeed and grow.
Kari Natale, CAE | Senior Director, CPA Endowment Fund of Illinois | Illinois CPA Society

9:40 AM – 10:30 AM
Strengthening Finance and Accounting’s Role in Corporate Strategy
Hear how finance and accounting professionals can claim a seat at the strategy development table. Understand how to analyze strategic decisions from a financial perspective and how to use data to validate assumptions and assess opportunities.
Claire Burke, MBA, CPA | Vice President, CFO & Treasurer | Dearborn Group

10:40 AM – 11:30 AM
Decoding Worker Classification Challenges
With the influx of remote and hybrid workplaces, worker classification has become even more challenging. Understand the rules governing W-2 employees, 1099 contractors, overtime exempt status and more. Plus, receive practical tips for navigating real-life situations to avoid audits and legal claims.
Lori Goldstein, JD | Employment Attorney | Law Office of Lori A. Goldstein LLC

12:25 PM – 1:15 PM
Building Flexible Models With Microsoft Excel’s New Dynamic Arrays
Working with actual company data and models, discover Excel’s new dynamic arrays functions, which allows models to self-update with minimal human involvement. Discover which dynamic functions are the most appropriate and advantageous in various situations.
Carl Seidman, CPA/CFF, CSP CIRA, CFE, CGMA, | AM Principal | Seidman Financial

9:40 AM – 10:30 AM
Digital Transformation and Frictionless Finance
Analyze the technological advancements propelling the evolution of the finance function and learn how to lead, rather than react to these innovations. Examine how digital transformation speeds up the “data to decision” process and how to leverage it for greater value creation.
Ash Noah, CPA, CGMA, FCMA | VP and Managing Director, Management Accounting | AICPA and CIMA

10:40 AM – 11:30 AM
Becoming an Entrepreneurial Accountant
For many accountants, there are two typical career paths: work in a public accounting firm or work in corporate finance. However, an overlooked third path is where entrepreneurship and accounting intersect. Explore how this path can lead you to starting a business, running your own accounting firm, or finding an entrepreneurial niche in a traditional setting.
Joshua Lance, CPA, CGMA | Managing Director | Lance CPA Group

12:25 PM – 1:15 PM
Advanced Financial Planning Strategies to Help Clients Retire With Confidence
Review four key aspects to address with clients as they prepare for retirement, including calculating retirement readiness, investment changes, estate planning documents review, and shifting to a non-work mindset.
Kelley Long, CPA/PFS, CFP | Owner | Kelley C. Long Consulting LLC

9:40 AM – 10:30 AM
Fun with Succession Planning and Taxes
Business owners have a number of ways to transition their company.  Hear about the various options available, as well as the potential to generate disproportionate value to owners, employees, and the company through the utilization of an ESOP. Plus, learn about proposed and upcoming tax changes that can impact some of these succession options.
Danny Torello, CPA | Real Estate and Construction Tax Partner | Crowe LLP

10:40 AM – 11:30 AM
Multi-state Tax Update
It’s inevitable that things must change, but do they have to change so drastically? Review the numerous state tax law changes that have occurred this past year, including updates on PTE elections, and the MTC’s revamped P.L. 86-272 nexus creating activities. Discuss some of your favorite states like California and Texas, as well as various apportionment items.
Jason Parish, CPA, MST | Tax Principal | Plante Moran, PLLC

12:25 PM – 1:15 PM
Virtual Currency Transactions: Successfully Serving Clients
Walk through the tax implications of investing in cryptocurrency, running a mining operation, NFTs, and using cryptocurrency as a payment method. Learn how to successfully navigate challenges, including tax notices, and how to identify and apply planning opportunities.
Shehan Chandrasekera, CPA | Head of Tax Strategy | CoinTracker

9:40 AM – 10:30 AM
What’s Up at FASB in 2022?
The amount of change in the accounting profession is overwhelming. Receive a high-level update on standards issued by FASB that are going live this year and discuss recent developments from the Private Company Council.
Leah Donti, CPA, CMA, MBA | Founder and President | Advantage Montreal Seminars Inc.

10:40 AM – 11:30 AM
Implementing the New Lease Standard: Get Ready
The new lease standard will go down in history as the most complex standard ever introduced by FASB and this is the year of adoption for private companies and not-for-profit organizations. Discuss implementation challenges, practice issues, lessons learned from public companies, and recently issued FASB accounting standards updates.
Leah Donti, CPA, CMA, MBA | Founder and President | Advantage Montreal Seminars Inc.

12:25 PM – 1:15 PM
GASB Update
Hear about recently released and soon to be implemented GASB pronouncements, as well as other topics that are on the horizon. Plus, review common implementation pitfalls and learn strategies for avoiding them.
Susannah Filipovic, CPA | Senior Manager | Baker Tilly US LLP

9:40 AM – 10:30 AM
Not-for-Profit Corporate Governance: Shaken, Not Stirred
New methods of decision-making have caused unforeseen problems. Claims against not-for-profits have become more common, and IRS interest in governance issues has increased. Learn how to avoid pitfalls and hear best practices for proactively managing governance objectives.
Paula Goedert, JD | Partner | Barnes & Thornburg LLP

10:40 AM – 11:30 AM
Be Aware or Beware: Drivers of Large Malpractice Claims
Unfortunately, there is no crystal ball to tell CPA firms what will happen when a new client or engagement is accepted. Everything could go smoothly, or a dispute could arise. Identify the warning signs of a potentially large malpractice claim and learn how to mitigate the risks of it occurring at your firm.
Sarah Ference, CPA Risk Control Director, CNA Insurance
Deborah Rood, CPA, MST | Risk Control Consulting Director | CNA Insurance

12:25 PM – 1:15 PM
Developing and Enhancing Your Technical Skills
No matter where you work, your technical skills are essential to your professional success. Receive practical advice for staying current including tips for developing a comprehensive reading and development plan.
Jerry Maginnis, CPA | Board Member, Audit Committee Chairman, inTEST Corporation | Cohen & Steers Mutual Funds

9:40 AM – 10:30 AM
Accounting Skill Set Shift: Analytics
Stop just processing and reporting data and start analyzing it. Explore different methods to enhance your and your team’s analytical skills and create a plan to facilitate that development.
John Brown, MBA | Senior Director, Corporate Accounting and Financial Operations | Discover Financial Services

10:40 AM – 11:30 AM
Mastering Peer-to-Peer Leadership: Keys to Moving Up the Executive Ladder
Discover how to use an influence map to develop healthy, productive working relationships with your peers. Learn to build alignment and alliances that will move key organization-wide priorities forward and elevate your chances for promotion to an executive level.
Jon Lokhorst, CPA, PCC | Executive Leadership Coach | Lokhorst Consulting LLC

12:25 PM – 1:15 PM
The Post-COVID Paradox
In the current employment environment, employers are relying even more on benefits and compensation to attract talent, but at the same time must manage the escalating costs of those items. Learn proven employee benefit cost management methods while still maintaining a strong employee value proposition.
Angelo Scozia, CEBS, CFP | Senior Director, Health, Wellness and Career | Willis Towers Watson

9:40 AM – 10:30 AM
Making the Hybrid Work Model Work for You
Whether you’ve already adopted a hybrid work model or are just starting to consider it, discover ways to leverage this new way of work and increase efficiencies. Plus, explore strategies that successful offices are using to make hybrid work for them.
Heidi Rogers | Account Manager | CPACharge

10:40 AM – 11:30 AM
Emerging Trends in Cybersecurity
Cyber threats are increasing every day, with real impact to business operations. Understand emerging threat vectors and learn how to manage vulnerabilities. Discuss hot topics including secure supply chain, as well as reporting and regulatory compliance responsibilities.
Sharon Chand, CISSP | Principal | Deloitte

12:25 PM – 1:15 PM
Process + Technology = Opportunities
Effective processes may improve efficiency, and optimized technology is a good foundation. But, aligning these two offers the opportunity to accelerate and build capacity for your firm and your clients. Learn how to implement a five-step process for digital transformation in your firm.
Jim Boomer CEO | Boomer Consulting, Inc.