Agenda

August 17th

Black River

Three Fires

7:30 AM – 8:20 AM
Optional Early Bird: Ethical Considerations in Record Retention: Should I Keep or Should I Throw?^
(Presented Virtually)
Requirements surrounding record retention continue to leave many practitioners confused. What documents must you keep, how long must you keep them and which can you destroy? Discuss why it is important to understand the requirements and the potential impact it can have on both the client and the CPA firm.
Raymond T. Rowe, JD 
– Attorney, Raymond T. Rowe, PC, Troy
Credits: 1.0 ET

8:30 AM – 8:40 AM
Conference Welcome & Morning Announcements

8:40 AM – 9:30 AM
Keynote Presentation – MICPA: Support Through Disruption & Beyond

MICPA President & CEO Bob Doyle reflects on a challenging and transformative year for both the profession and business community. Find out how the association is providing support and revitalizing its commitment to advocacy, collaboration and education for the next 120 years. Then pose your questions to Bob in an ‘Ask Me Anything’ segment.
Bob Doyle – President & CEO, Michigan Association of CPAs, Troy
Credits: 1.0 OT

9:40 AM – 10:30 AM
Federal Tax: During/Post Pandemic
(Qualifies for CFP Credit) (CNTW1-U-00368-21-I) (Double Session)
The U.S. economy felt the effects of the pandemic and took steps, with several pieces of legislation including the COVID-Related Tax Relief Act of 2020 and the American Rescue Plan Act of 2021, to mitigate the negative results. We dig into the latest and subsequent tax developments impacting both businesses and individuals.
Douglas J. Van Der Aa, JD – Self Employed, Byron Center
Credits: 1.0 OT

9:40 AM – 10:30 AM
Networking: The Small Practitioner Launch Pad

Putting yourself out there can be an intimidating prospect but networking is especially necessary for small practitioners. Learn how to create new relationships to help grow your practice, techniques for striking up conversations and how to exude confidence while doing so!
Denise Roberts – President, Sales Partners, Troy
Credits: 1.0 OT

10:40 AM – 11:30 AM
Federal Tax: During/Post Pandemic
(Qualifies for CFP Credit) (CNTW1-U-00368-21-I) (Double Session Continued)
The U.S. economy felt the effects of the pandemic and took steps, with several pieces of legislation including the COVID-Related Tax Relief Act of 2020 and the American Rescue Plan Act of 2021, to mitigate the negative results. We dig into the latest and subsequent tax developments impacting both businesses and individuals.
Douglas J. Van Der Aa, JD – Self Employed, Byron Center
Credits: 1.0 OT

10:40 AM – 11:30 AM
Providing Assurance Services to Cannabis Companies in Michigan*

As an emerging Michigan industry, cannabis presents a host of opportunities for those looking to participate. Discover everything you need to know about the current legislative landscape, accounting issues unique to cannabis, the MRA’s agreed-upon procedures engagements, and attestation requirements for capitalization.
Andrew Brisbo – Executive Director, Marijuana Regulatory Agency, State of Michigan
Kareyna L. Miller, CPA – Founder & President, LEACIF, Otter Lake
Christopher M. Rosmarin, CPA – Principal, Rehmann, Grand Rapids
Moderator: Rachel Reardon – Government Relations Leader, Michigan Association of CPAs, Troy
Credits: 1.0 AA

11:40 AM – 12:30 PM
Keynote Presentation – Mastering Your Message
Communication is vital to our everyday environments- whether they be virtual or in-person, with clients, colleagues or family. But have you really become the master of your message? Paula provides techniques that will help you identify your own communication style and recognize negative triggers that impede productive communications with others.
Paula Tutman – Multi-Emmy Winning Journalist and Communications Facilitator, Detroit
Credits: 1.0 OT

12:30 PM – 1:30 PM
Lunch – Swan Creek

1:30 PM – 2:20 PM
The Quality Approach: Increasing Revenue with Fewer Clients
(Presented Virtually)
Avoid the trap of thinking more clients mean larger profits. A proven method to achieving long-term client satisfaction, avoiding ‘bottlenecks’ and maintaining sustainable firm growth is to systemically increase your average revenue per client- we’ll show you how with a 3-step process.
William Hamilton – Co-founder, SmartPath.co, Irvine, CA 
Credits: 1.0 OT

1:30 PM – 2:20 PM
Experience Exchange Workshops

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.
Credits: 1.0 OT

2:30 PM – 3:20 PM
On the Menu: Company Coverage

Protection seems overrated- until you need it. We run through a variety of critical types of company coverage so you can see how they fit/work together for your own company or a client’s to cover situations from director & officer liability to cybersecurity and workers’ comp.
Jonathan D. Anibal, CPA – President and Owner, Boston Charter, Inc., Waterford
Credits: 1.0 OT

2:30 PM – 3:20 PM
Has Retirement Planning Really Changed?
(Qualifies for CFP credit)
While the retirement planning process and pitfalls hasn’t changed much over the years- the challenges of our clients continue to evolve. Prepare yourself for the challenges clients are facing now and going forward in the retirement sphere as we tackle; the increasing need for flexibility, life expectancies and strategies for a lifestyle of independence and dignity.
Louis J. Melone, CFP® – Author, Unpack Your Financial Baggage and Managing Member, Melon Private Wealth, Auburn Hills
Credits: 1.0 OT

3:30 PM – 4:20 PM
The Next Step: Firm Transitions
(Presented Virtually)
Have the last few years left you thinking about the next stage of your life outside the firm? If so, begin to explore the transition process and find some answers to questions from finding a buyer, merger options, common concerns form both sides of the transaction and more.
Trenton Holmes – Business Broker, Accounting Practice Sales, TX
Credits: 1.0 OT

3:30 PM – 4:20 PM
Brief Case Session: The Best Defense is a Good Offense*

Even the most seasoned professionals are susceptible to fraud. Know what areas fraudsters target, how to detect suspicious activity and how to execute an effective prevention strategy.
Karl F. Haiser, Jr., CPA, CFE, CIA – Principal, Karl Haiser CPA PC, Grand Blanc
Wilmar Suan, CPA – President, Suan and Company, Grand Blanc
Credits: 1.0 AA

4:30 PM – 5:20 PM
Fight Over Remote Employees?
(Presented Virtually)
As the world reopens, offices are beginning to as well. But with the rise in popularity of remote work, many firms are discussing long-term strategies for incorporating this working style into their company cultures. What will this mean for communication, administration, employee retention/attraction?  In this presentation, Chad shares his 8-year journey operating Canada’s largest remote-only CPA firm.
Chad Davis – Co-Founder, LiveCA LLP, Canada
Credits: 1.0 OT

4:30 PM – 5:20 PM
Starting Up and Taking Off Panel Discussion

Get insider knowledge from experienced practitioners about starting your own practice, including trade secrets and best practices for running your own firm, covering important things you need to know from technological to legal considerations.
Matthew Kidd, CPA – Partner, Blunden & Kidd Accounting & Consulting PC, Livonia
Christine Peters, CPA – Tax Manager, Partyka & Company PC, Warren
Sara Sisung, CPA – Shareholder, Cain & Sisung CPAs, PC, Mount Pleasant
Moderator: Patricia Burke, CPA, CGMA – President, McLellan & Strohm PC, Three Rivers 
Credits: 1.0 OT

5:20 PM
Day 1 Adjourns

5:45 PM – 6:30 PM
Evening Reception

August 18th

Black River

Three Fires

7:30 AM – 8:20 AM
Optional Early Bird: Tomorrow’s Firm, Today: Combining Strategy & Technology to Innovate Client Advisory Services (CAS) (Presented Virtually)
Enabled and accelerated by technologies such as automation, artificial intelligence, and cloud computing, firms in virtually all size categories are providing some form of client advisory services today. And according to the CAS Benchmark Survey from CPA.com and AICPA PCPS, practices of this kind are growing at a rate more than double the 5% median CPA firm growth rate. Yet, there are still many firms considering this opportunity or struggling with aligning their CAS business model and technology strategy. Discuss how you can avoid/overcome these challenges. You will come away with actionable insights to consider and incorporate in your CAS technology strategy and growth goals for the future.
Matthew West, M.A.– Senior Enterprise Account Executive, CPA.com, Dexter
Credits: 1.0 OT

8:30 AM – 8:40 AM
Conference Welcome & Morning Announcements

8:40 AM – 9:30 AM
Keynote Presentation – Adapt & Thrive

Small firms and their clients have faced significant disruption over the last year. Discover what other small firms are saying from around the country, what clients really want from their CPA, assess top practice issues and updates on the CPA evolution/new licensure model and ways to be future ready.
Carl Peterson, CPA, CGMA – VP – Small Firm Interests – Public Accounting, AICPA, Durham, NC
Credits: 1.0 OT

9:40 AM – 10:30 AM
CPR Ready: Compilation, Preparation, and Review*
(Presented Virtually)
We’ll cover the latest updates in compilations, preparations and reviews as well as the continuing issues with disclosures and what a practitioner needs to know. Dig into SSARS updates.
Michael Brand – Member, BMSS, Huntsville, AL
Credits: 1.0 AA

9:40 AM – 10:30 AM
Into the Nexus: An Economic Presence Q&A

Get answers to your burning questions about economic presence, specifically about the difference between the economic nexus and substantial physical presence, complete with use cases and examples.
David Barrons, CPA – Sole Practitioner, Barrons State Tax, Rockford
Sam Hodges, CPA, CGMA – Principal, Hodges Accounting & Advisory Services, Southfield
Moderator: Shawn Flattery, CPA – Integrated Financial Group
Credits: 1.0 OT

10:50 AM – 11:40 AM
The BV LTE*

How many acronyms can we fit together? It’s the business valuation long term evolution and we’re analyzing trends for practitioners, digging into valuation discount sources, methods and gift/estate valuations as well as divorce case updates.
Michelle F. Gallagher, CPA/ABV/CFF – Strategic Partner, Adamy Valuation, Lansing
Credits: 1.0 AA

10:50 AM – 11:40 AM
ARPA, PPP & New Tax Plan- Ready, Set- Discuss!
(Qualifies for CFP Credit) (CNTW1-U-00367-21-I)
Practitioners will weigh in on the latest updates, impacts and forecasts relating to the American Rescue Plan Act (ARPA), Paycheck Protection Plan (PPP) issues and the Biden Administration’s tax plan so that clients can make the more informed decisions.
Leon C. LaBrecque, CPA, JD, CFA, CFP – Chief Growth Officer, Sequoia Financial Group, Troy
James N. Lopiccolo, CPA, CGMA – Founder and Member, Capocore Professional Advisors, Lake Orion
Robert J. Weins, CPA, JD – Managing Member, Insights3, Detroit
Credits: 1.0 OT

11:50 AM – 12:40 PM
Technology Trends for 2021 & Beyond
You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? Attend this session to learn how using the right hardware and software can improve your business and your everyday life.
Greg Soule, CPA, CISA, CISSP, CFE – Partner, Andrews Hooper Pavlik PLC, Auburn Hills
Credits: 1.0 OT

11:50 AM – 12:40 PM
Experience Exchange Workshops
Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.
Credits: 1.0 OT

12:40 PM – 1:40 PM
Lunch – Ascend

1:40 PM – 2:30 PM
“Asking for a Friend”…Recent Ethics Inquiries^

This session will quick hit issues asked by “friends” of the CPAs regarding issues from billing to specific services being provided.
Gary Leeman, CPA/ABV/CFF, CGMA, CMC – Gary Leeman CPA, PC, West Bloomfield
Credits: 1.0 ET

1:40 PM – 2:30 PM
A Peer Review Panel*

Explore what’s going on in the world of Peer Review from those who are involved in peer review daily, we’ll cover deficiencies, questions and the Peer Review Integrated Management Application (PRIMA) issues.
Joseph C. Heffernan, CPA – Retired Partner, Governmental Practice, Plante Moran, PLLC, Southfield
Karen L. Welch, CPA – Audit Partner, Edwards Ellis & Associates, PC, Troy
Moderator: Peggy Jury, CPA, CGMA – Peer Review CPA on Staff, Michigan Association of CPAs, Troy
Credits: 1.0 AA

2:40 PM – 3:30 PM
Be Aware or Beware: Drivers of Large Accounting Malpractice Claims*
(Presented Virtually)
Unfortunately, there is no magical 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. If a dispute does arise, will it be resolved quickly or drag out for years resulting in a significant headache for the firm?  Learn identified common indicators of claim severity and the warning signs to help mitigate the risk of a large claim before it happens to your firm.
Sarah Ference, CPA – Risk Control Director, Professional Services, CNA Insurance Company, Chicago, IL
Credits: 1.0 AA

2:40 PM – 3:30 PM
Cybersecurity & the Savvy Practitioner

As a small / sole firm practitioner what are the top things you should be looking for in: protecting and securing client data, safeguarding against any remote work issues and readying for upcoming trends?
Kevin Wilson, CISSP – Project Engineer, Dynamic Edge, Ann Arbor
Credits: 1.0 OT

3:40 PM – 4:30 PM
Remote Assurance Services*
(Presented Virtually)
Ready your teams (and clients) for continued work in the remote services sphere while ensuring everyone’s protection from audit and fraud risk. With tools on how practitioners can maximize efficiency and achieve success in the three critical areas of remote auditing your team will be ready to tackle what lies ahead.
Alan W. Anderson, CPA – President, ACCOUNT-ability Plus, LLC, Burnsville, MN
Credits: 1.0 AA

3:40 PM – 4:30 PM
Brief Case Session: HR for Small Business Post Pandemic

Complying with government HR requirements can be a challenge for a small business owner and during times of massive transition (IE worldwide pandemic) ‘a challenge’ hardly describes it. Tackle employment issues facing clients as we focus on HIPAA, employee medical records and disclosures.
Gabriel Wordell, MBA, PHR – Senior Solutions Consultant, Workday, Detroit
Credits: 1.0 OT

4:40 PM – 5:30 PM
The Taxing Implications of Leases

Despite the delays in implementation, key considerations in several areas of tax including deferred tax- state and international tax as well as organizational processes need to be reviewed for the new leasing standard- get started.
John P. Eardley, CPA, MSTPartner, Crowe LLP, Grand Rapids
Credits: 1.0 OT

4:40 PM – 5:30 PM
Know Your Worth

Are you charging enough for your services? Join this dialogue amongst your peers designed to show you your worth, focused on value billing and making sure you are writing invoices that get paid.
Mo Arbas – Advisory Squad Lead, Thomson Reuters, Ann Arbor
James N. Lopiccolo, CPA, CGMA – Founder and Member, Capocore Professional Advisors, Lake Orion
Credits: 1.0 OT

5:30 PM
Day 2 Adjourns