Tuesday, August 22

8:00 AM – 9:15 AM
Running a Business in a Chaotic Environment

Change is constant. Whether the catalyst is COVID, a hybrid workforce, economic issues, or global conflicts, how we choose to show up and meet these changes matters. Hear how, in the midst of chaos, there are always possibilities for creating new business opportunities for those willing to look for them.

Dorri McWhorter, CPA, CGMA, CIA, MBA | President and CEO, YMCA of Metropolitan Chicago


9:40 AM – 10:30 AM
State Taxes: Ethical Dilemmas and Managing Risks
State tax compliance is a lot like driving: What’s the speed limit? Will I get pulled over? What are the potential fines and penalties? Except with state taxes, the law isn’t always clear. Discuss professional liability and ethical considerations and receive tips to help mitigate these risks.
Eric Fader, JD, CPA – Attorney | Duane Morris LLP
Deborah Rood, CPA, MST – Risk Control Consulting Director | CNA Insurance

10:40 AM – 11:30 AM
International Tax Update
Every state, city, and local tax jurisdiction has different rules for foreign businesses generating income from U.S. sources. Hear how to avoid potential tax traps and stay compliant. Plus, discover the intricacies of foreign pension plans when foreign nationals come to the U.S. to work and participate in a retirement plan here, as well as the different ramifications when retirement occurs stateside versus abroad.
Amy Chamoun, CPA, MST – Partner | PKF Mueller
Roger Yule, CPA – Senior Tax Manager, Stapleton Group LLC

12:25 PM – 1:15 PM
Protecting Your Tax-Exempt Organization
The IRS continues to increase its enforcement efforts on the tax-exempt sector. Review compliance strategies to ensure you’re well-positioned to answer checks or examinations. Dissect the latest legislation and receive an overview on additional guidance from the IRS and other authorities. Hear examples of Employee Retention Credit fraud and how to avoid scams.
Rebekuh Eley, CPA, MST – Tax Partner, Exempt Organizations | RSM US LLP
Monica Funk, CPA, MBA – Manager | RSM US LLP

1:25 PM – 2:15 PM
The Who, What, and Why of Roth IRAs and Roth Conversions
Roth IRAs and Roth conversions have the potential to save taxpayers and their heirs a lot of money. Discuss the factors to consider, including timing and estate consequences of conversions.
Elizabeth Buffardi, CPA, CFP – Owner | Crescendo Financial Planners​

2:40 PM – 3:30 PM
Introduction to Cost Segregation and the Impacts on Tax Reform
Learn the ins and outs of cost segregation, how taxpayers benefit from it, and how it has changed over the years. Review depreciation rules and understand how a cost segregation study is performed. Plus, identify opportunities to immediately deduct abandoned building components, avoid capture tax, and expense demolition costs.
Lester Cook, CCSP – Principal | KBKG

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9:40 AM – 10:30 AM
Accounting and Auditing Issues of Digital Assets
A day doesn’t pass without hearing about cryptocurrency in the news. Learn how to account for investments in, or transactions involving, digital assets such as bitcoin under U.S. GAAP. Plus, understand the specific audit implications and challenges that exist.
Leah Donti, CPA, MBA – Founder and President | Advantage Montreal Seminars Inc.​

10:40 AM – 11:30 AM
Delivering Sustainable Assurance
The world of sustainable information is expanding. Are you prepared to provide the assurance services to meet this emerging demand? Explore the process for providing sustainability assurance and how to differentiate between the criteria used.
Elizabeth Sloan, CPA, MAS – Managing Director | Grant Thornton LLP

12:25 PM – 1:15 PM
Get Ready for CECL: Private Entities and Not-for-Profits Adoption
The new Current Expected Credit Losses (CECL) standard is the next big FASB standard going live this year for private companies and not-for-profits. Review the ins and outs of first-time adoption and transition issues. Plus, discuss the notable impacts on trade account receivables.
Leah Donti, CPA, MBA – Founder & President | Advantage Montreal Seminars Inc.

1:25 PM – 2:15 PM
What’s Up With FASB in 2023?
The amount of change in the accounting profession is overwhelming, making it tough for CPAs to keep up. Receive a high-level update on Accounting Standards Updates issued by the FASB that are going live this year for both public and private companies.
Leah Donti, CPA, MBA – Founder & President | Advantage Montreal Seminars Inc.​

2:40 PM – 3:30 PM
SOC Engagements and Reporting
The demand for SOC engagements continues to grow and user needs are evolving. Discuss the different types of engagements, hear best practices in planning and executing them, and review key highlights from the AICPA’s refreshed guide on SOC 2 engagements.
Laura Cronkhite, CPA, CISA – Partner | Crowe LLP
Arpit Parikh, CISA – IT Assurance Senior Manager | Crowe LLP




9:40 AM – 10:30 AM
Becoming an Ethical Leader to Drive Crucial Business Results
Explore six research-based ethical perspectives to shape your foundation for ethical behavior. Discover the underlying principles, beliefs, and values that influence decision-making when ethical issues are present. Apply these principles to real business situations and learn how being an ethical leader is more challenging (and important) than you think.
Jon Lokhorst, CPA, CSP, PCC – Executive Leadership Coach | Lokhorst Consulting LLC​

10:40 AM – 11:30 AM
Corporate Governance: Ensuring Sufficient Supervision
Dispersed staff have caused not-for-profits to disperse authority over issues affecting governance. Review the common areas that may not be receiving sufficient supervision, including bylaws requirements, state law issues, antitrust traps, contracting authority, corporate sponsorship, endorsement issues, and other tax and liability exposure areas.
Paula Goedert, JD – Partner | Barnes & Thornburg LLP

12:25 PM – 1:15 PM
Leading Up: The Superpower Every Ascending Leader Needs
Learn the skills and tactics needed to develop an effective working relationship with your boss and other superiors. Gain the credibility and support necessary to get things done and advance professionally.
Jon Lokhorst, CPA, CSP, PCC – Executive Leadership Coach | Lokhorst Consulting LLC

1:25 PM – 2:15 PM
Breaking Barriers: Supporting Diverse Talent in Your Workplace
Learn practical strategies for creating an inclusive work environment based on the experiences of our panelists. Their insights will equip you to identify barriers that limit career advancement for diverse talent and will inspire you to create positive change that empowers others to succeed in your organization.
Moderator: Kari Natale, CAE – Vice President, Strategy and Governance | Illinois CPA Society, and Vice President, CPA Endowment Fund of Illinois

LaToya McKinney, CPA, MSAA – Senior Business Process & Control Analyst | Abbott
Sergio Rodriguez, CPA – Senior Manager, Global Employer Services | Deloitte LLP​

2:40 PM – 3:30 PM
Tax Ethics: Circular 230
Take a deep dive into IRS Circular 230 to understand your due diligence and ethical compliance responsibilities as a tax preparer. Plus, learn how to avoid preparer penalties.
Michael Singer, CPA – President | Michael J. Singer and Company PC




9:40 AM – 10:30 AM
Growing Through FP&A Evolution
FP&A and CFO advisory services are high-demand, high-margin, and high-value services to companies and clients alike. Learn about the dynamics of this market and discover the opportunities for growth from a seasoned practice owner.
Carl Seidman, CPA/CFF, CSP, CIRA, CFE, CGMA, AM – Principal | Seidman Financial​

10:40 AM – 11:30 AM
Ignite Your Client Engagement Strategy
The shift to a digital-first business has sparked new ways of interacting with clients. Learn how to win and keep more clients using a new hybrid approach to client engagement. Understand the customer journey and how to effectively connect with clients to develop an actionable sales process to sell and close deals strategically.
Joshua Lance, CPA, CGMA – Managing Director | Lance CPA Group

12:25 PM – 1:15 PM
Budgeting vs. Forecasting
While budgeting serves as a roadmap for resource allocation and goal setting, forecasting is critical for agile planning and decision-making. Learn how rolling forecasts can help predict future financial outcomes in real time and discover dynamic modeling techniques that can update data in minutes and roll forecasts instantaneously.
Carl Seidman, CPA/CFF, CSP, CIRA, CFE, CGMA, AM – Principal | Seidman Financial

1:25 PM – 2:15 PM
Technology Adoption and Workplace Culture
Successful technology adoption requires a clear understanding of both the organization’s culture and the needs of the intended users. Learn how to effectively introduce IT changes to ensure quick and smooth integrations.
LeeJay Stewart, CEO/Managing Director | StratusComm Managed IT Services​

2:40 PM – 3:30 PM
Striking the Balance Between Digital Security and Usability
Cloud-based storage, collaboration tools, mobile devices, and social media platforms can increase efficiency and productivity, but they also come with several security risks. Learn best practices on how to maximize technological benefits while minimizing your potential exposure.
LeeJay Stewart, CEO/Managing Director | StratusComm Managed IT Services



3:45 PM – 5:00 PM

Techs, Trends, and Disruptors​

Dive into today’s key technology innovations, trends, and disruptors that are shaping the landscape. Receive specific recommendations for tech equipment that should (and shouldn’t) be in your office and review the cybersecurity moves you need to make now to protect your organization. Plus, discuss the latest CPA firm “tech stack” applications that are transforming accounting production processes and expanding advisory reach.

Roman Kepczyk, CPA, CITP, CGMA, LSS BB | Director of Firm Technology Strategy | Right Networks


Wednesday, August 23

8:00 AM – 9:15 AM
All Eyes on the Economy

Economists, investors, and consumers have expected the U.S. economy to descend into recession since late 2021 as housing and manufacturing have been under great stress. But why has this prediction been so popular yet so far unfulfilled? Discuss the likelihood of a recession, how the different parts of the economy could be affected, how severe it could be, and what an economic recovery might look like.

Derek Sasveld, CFA | Director, Investment Strategy and Research, Busey Wealth Management


9:40 AM – 10:30 AM
Individual Tax Update
While the pace of legislative changes may have slowed in comparison to recent years, there’s no shortage of other developments and planning ideas to track and consider. Participate in a practical and timely discussion on key issues affecting individual taxpayers in 2023 and beyond.
Damien Martin, CPA – Partner | Ernst & Young LLP​

10:40 AM – 11:30 AM
Business Tax Update
Break down all the pertinent tax updates impacting businesses today while preparing for what potentially lies ahead.
Damien Martin, CPA – Partner | Ernst & Young LLP

12:25 PM – 1:15 PM
Considerations for the Accountant With Elderly Clients
As a client ages, estate, trust, and financial planning protections often become more important. Learn to recognize signs that potential undue influence or diminished capacity may be taking place and understand the Illinois laws that can help protect aging clients.
Michael Ripani, CPA, JD, CFE – Senior Counsel | Handler Thayer LLP

1:25 PM – 2:15 PM
Avoiding Pitfalls: Managing Sales Tax in Multi-State Situations 
Navigate common compliance pitfalls and receive tips to manage and mitigate your sales tax risk. Discuss economic nexus, the taxability of products and services, the impact of multi-channel selling, filing requirements, and mitigating prior period exposure.
Brian Greer, Partner and Chief Revenue Officer | TaxConnex

Sponsored by

2:40 PM – 3:30 PM
Entity Selection for Taxes (PLUS!)
Understand the application and tax implications of the various business entity structures. Discuss the specifics of what the IRS looks for in income tax return filings, as well as the potential asset protection benefits of each kind of entity.
Ben Golden, EA – CEO/Owner | IRS Trouble Solvers LLC




9:40 AM – 10:30 AM
Distinguishing and Accounting for Debt and Equity Instruments
Discover key questions and considerations that must be evaluated when accounting for the issuance of debt and equity instruments, including determining whether an equity-related instrument or feature should be recorded as a liability under ASC Topic 480 or equity under ASC Topic 815.
Adam Ivezich, CPA – Director | FORVIS LLP

10:40 AM – 11:30 AM
SEC Regulatory Update (Speakers presenting remotely)
Discuss recent SEC activity including proposed and final rules, as well as staff guidance impacting external financial reporting. Review updated compliance and disclosure interpretations and discuss SEC comment letter trends from the Division of Corporate Finance.
Meghan Depp, CPA – Professional Practice Partner – SEC Services | BDO USA LLP
Rebecca Freeman, MA – Professional Practice Senior Manager – SEC Services | BDO USA LLP

12:25 PM – 1:15 PM
Audit Update: Changes Are Here
The Statement on Auditing Standards delivers a suite of changes that have gone or will go into effect this year. Discuss the key components of SAS Nos. 142-147, as well as other changes to current auditing standards.
Stephanie Ballard, CPA – Senior Manager, Crowe LLP
Zach Lambert, CPA – Financial Services Audit Senior Manager | Crowe LLP

1:25 PM – 2:15 PM
Private Equity Group Ownership: Accounting, Implementation, and Execution
Walk through the lifecycle of private equity group ownership through the lens of the operating company. Discuss key accounting considerations and compare and contrast the private equity requirements to public and non-public ownership.
Jennifer Dzierzak, CPA, MBA – Partner | Crowe LLP​

2:40 PM – 3:30 PM
Quality Management Standards: Staying Compliant
Quality management standards are evolving on a global level and firms of all sizes performing audit and attestation services may be faced with multiple new systems. Explore the various implementation activities, ongoing monitoring, and evaluation requirements needed to execute a comprehensive evaluation for firm leadership sign-off.
Marcy Johnson, CPA – Managing Director | Grant Thornton LLP




9:40 AM – 10:30 AM
Enhancing Leadership at All Levels
Whether you’re focused on your next career step or creating a development-focused organization, building leadership capabilities is key. Understand the difference between managing and leading, how to identify true talent, and the key leadership attributes regardless of industry or experience level.
Matt Booth, CPA, MBA – Retired Partner | PwC​

10:40 AM – 11:30 AM
Non-Competes and Non-Solicits in a Changing Labor Market
Understand employer limitations and risks under the amended Illinois Freedom to Work Act and receive practical tips for legal compliance and risk avoidance. Plus, hear what to do now to prepare for a potential federal ban on employee non-competes.
Lori Goldstein, JD – Employment Attorney | Law Office of Lori A. Goldstein LLC

12:25 PM – 1:15 PM
Presenting Like a Pro
Discover how to avoid common presentation pitfalls and confidently present like a pro. Learn tips and techniques to create presentations that are highly engaging, grab your audience’s attention, and move them to action.
John Sanchez, Managing Director | The FPA Group

1:25 PM – 2:15 PM
Collaboration Equity in a Hybrid Workplace
Hear how early lessons learned can help shape the hybrid workplace of tomorrow. Discuss three ideas for hybrid equity, understand the four kinds of hybrid workers, and dissect three trends that will help you foster a more collaborative hybrid workplace.
Michael Gregory, BS, MS, MBA – Founder | Michael Gregory Consulting LLC​

2:40 PM – 3:30 PM
Sexual Harassment Prevention: Policies, Systems, and Training
Discover how to develop a comprehensive sexual harassment policy and what leadership needs to do to stay accountable. Learn what an accessible harassment complaint system should entail and what constitutes effective harassment prevention training.
Michael Gregory, BS, MS, MBA – Founder | Michael Gregory Consulting LLC




9:40 AM – 10:30 AM
Finance Automation: Improving Processes for a Successful Journey
The accounting and finance function has always been an ideal candidate for AI-powered automation due to the nature of repetitive, data-intensive processing. Review the leading technologies available in today’s market and see how they function in real-life practice.
Rob Drover, MBA – Vice President – Business Solutions | Marcum Technology LLC​

10:40 AM – 11:30 AM
Enabling Cloud-Based Solutions
Cloud-based systems enable companies to adapt to changing business models, both strategically and operationally. Hear how working in the cloud can reduce complexity, increase reliability, enable faster development processes, decrease risk, and realize cost savings.
Ranga Bodla, Vice President – Industry Marketing | Oracle NetSuite

12:25 PM – 1:15 PM
Help! Is Your Client’s Company Worthless?
Learn how to increase a company’s value before a sale and calculate the most probable selling price, or determine if your client’s company isn’t worth selling.
Jamar Cobb-Dennard, JD – Business Broker | Indiana Business Advisors

1:25 PM – 2:15 PM
Controller to CFO: Evolving Responsibilities
Controller and CFO responsibilities have vastly evolved in recent years. Discover how to address today’s pressing priorities, including improving team skills, supporting corporate strategy and decision-making, analyzing business performance, and using technology to increase efficiency and accelerate growth.
Tom Kelly, Director of Product Management | Oracle NetSuite​

2:40 PM – 3:30 PM
Future-Proof Your Firm: Metrics That Matter
Identify the metrics that matter and discover how to measure them effectively. Learn how to leverage automation, human capital, brand capital, and financial capital to improve visibility and efficiency in your firm.
Dirk Shimpach, CPA – Founder | PracticeERP

Sponsored by


3:45 PM – 5:00 PM
The State of the CPA Profession: Embracing the Possibilities

It’s no secret that the accounting profession faces challenges. Issues like diversity, equity, and inclusion; meeting the ever-changing expectations and demands of the companies, clients, and communities we serve; and stewarding the next generation of CPAs necessitate action. But these challenges also present possibilities—possibilities for fresh ideas and new approaches to help navigate the future, ensure our relevance, and keep the profession moving forward.

Jonathan Hauser, CPA | Chairperson, Illinois CPA Society and Partner, KPMG
Geoffrey Brown, CAE | President and CEO, Illinois CPA Society



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