Agenda

GENERAL SESSION

LAUNCH GENERAL SESSION
8:30 AM – 9:25 AM
KEYNOTE PRESENTATION: The Accounting Ripple Effect: When Tax Law & Code Changes
Tax practitioners know that changes to tax laws and code can have significant implications for tax savings and compliance. Discover the most common ways in which changes in tax law affect accounting, including when to change an accounting method and the required IRS filing.
Mark Seid, EA, CPA, USTCP – Paso Robles, CA
Credits: 1.0 AA

1:10 PM – 2:00 PM
AFTER-LUNCH KEYNOTE PRESENTATION: Your Client Is No Fraud! Or…Are They?
Every auditor hopes to service honest clients, but when an audit reveals the potential presence of fraud, responding appropriately is crucial. Review the most common types of fraud schemes and determine best practices for detection and response, as well as delivering mitigation recommendations, while avoiding common pitfalls for both in-person and virtual audits.
David S. Zweighaft, CPA, CFF, CFE, CBA – Partner, RSZ Forensic Associates, New York, NY
Credits: 1.0 AA

LAUNCH CHANNEL ONE

CHANNEL ONE

9:35 AM – 10:25 AM
2025 Highlights in Preparation, Compilation & Review
Recent standards updates to preparation, compilation and review engagements revealed new deficiencies in peer review. Explore all the latest changes commonly overlooked and their associated pitfalls in this comprehensive review.
Michael L. Brand, CPA, CGMA – BMSS, LLC, Athens, AL
Credits: 1.0 AA

10:35 AM – 11:25 AM
Inside the Latest Guide on Fraud Risk Management
The Committee of Sponsoring Organizations of the Treadway Commission (COSO) recently published the second edition of its Fraud Risk Management Guide; the first update issued to the guide since 2016. Determine how your practice can leverage the new COSO guide in areas of fraud investigation, including litigation, internal controls, data analytics, and more.
Gregory H. Soule, CPA, CISA, CISSP, CFE – Partner, AHP, Bloomfield Hills MI
Credits: 1.0 AA

11:35 AM – 12:25 PM
Accounting for Acts of Nature
Natural disasters, from forest fires and floods to extreme temperatures and hurricanes, left homes, businesses and communities upended throughout 2024. Assess the risk associated with unexpected natural and geopolitical events, including how to factor such considerations into SAS 145 as it relates to an entity’s environment, and more.
Terri Kozlowski, CPA – Assurance Director, BDO, Troy
Catherine McNamara, CPA, CGMA – Assurance Partner, BDO, Troy
Credits: 1.0 AA

2:10 PM – 3:00 PM
Managerial Accounting for the Nostalgic Tax Practitioner
Those managerial accounting techniques of yesteryear are still applicable today. Return to the roots of managerial accounting by reviewing commonly overlooked concepts and practices and use case studies to demonstrate their value in practical applications.
Dr. Christopher J. Harper, CPA, MBA – Director of Education & Assistant Professor, Grand Valley State University Seidman College of Business, Grand Rapids
Credits: 1.0 AA

3:10 PM – 4:00 PM
Getting It Right the First Time: Fair Value in Business Combinations
Perfect the art of determining the fair value of a business combination by understanding the interconnected components of the valuation process. Investigate the relationship between weighted average cost of capital, the internal rate of return and weighted average return on assets as it relates to purchase price allocation under ASC 805. Then, determine better strategies for ensuring valuations are as accurate as possible.
Nathan P. Novak, CFA, ASA – Managing Director, Willamette Management Associates, Chicago, IL
Credits: 1.0 AA

4:10 PM – 5:00 PM
Ethical Consideration in Record Retention
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 governmental unit and the CPA firm.
Raymond T. Rowe, JD – Attorney, Raymond T. Rowe, PC, Troy
Credits: 1.0 ET

LAUNCH CHANNEL ONE

CHANNEL TWO

9:35 AM – 10:25 AM
Know Your Cost: Double Your Profit
Most organizations have a good handle on direct cost, but their overhead cost knowledge can be woefully inadequate. Organizations that don’t know their real costs are at a distinct disadvantage compared to better informed competitors. Learn how better costing information will allow you to give the “dogs” to your competitors and keep the “gravy” for yourselves, doubling your bottom line
John L. Daly, MBA, CPA, CMA, CPIM – Chelsea, MI
Credits: 1.0 AA

10:35 AM – 11:25 AM
Applying AI to Accounting & Auditing (100-minute session)
Artificial Intelligence (AI) tools are swiftly becoming ubiquitous in business, with firms already using AI to forecast, summarize earning transcripts, draft communications and engagement letters and complete other tasks. Explore the different ways in which AI can be used by accounting and auditing firms, including small practitioners, safely, effectively and affordably.
Dr. Christopher J. Harper, CPA, MBA – Director of Education & Assistant Professor, Grand Valley State University Seidman College of Business, Grand Rapids
Hamid Vakilzadeh, PhD, CFE – Assistant Professor, Department of Accounting, University of Wisconsin-Whitewater
Credits: 1.0 AA

11:35 AM – 12:25 PM
Applying AI to Accounting & Auditing (100-minute session continued)
Artificial Intelligence (AI) tools are swiftly becoming ubiquitous in business, with firms already using AI to forecast, summarize earning transcripts, draft communications and engagement letters and complete other tasks. Explore the different ways in which AI can be used by accounting and auditing firms, including small practitioners, safely, effectively and affordably.
Dr. Christopher J. Harper, CPA, MBA – Director of Education & Assistant Professor, Grand Valley State University Seidman College of Business, Grand Rapids
Hamid Vakilzadeh, PhD, CFE – Assistant Professor, Department of Accounting, University of Wisconsin-Whitewater
Credits: 1.0 AA

2:10 PM – 3:00 PM
The FASB Big Three Review
Three key standards issued by the Financial Accounting Standards Board (FASB), commonly referred to as the Boards’ Big Three Project, introduced significant changes to leases, revenue recognition and credit losses. Investigate the issues central to the Big Three Project, including how to navigate reporting requirements.
Duane Reyhl, CPA, CGMA – Audit and Accounting Partner, AHP, Midland
Credits: 1.0 AA

3:10 PM – 4:00 PM
The FASB Big Three Review (Second Offering)
Three key standards issued by the Financial Accounting Standards Board (FASB), commonly referred to as the Boards’ Big Three Project, introduced significant changes to leases, revenue recognition and credit losses. Investigate the issues central to the Big Three Project, including how to navigate reporting requirements.
Duane Reyhl, CPA, CGMA – Audit and Accounting Partner, AHP, Midland
Credits: 1.0 AA

4:10 PM – 5:00 PM
QMS Final Stretch Goals
The new AICPA quality management standards (QMS) effective date is just a few months away, on Dec. 15, 2025. Review the initial steps critical to implementation and examine common issues so far in order to determine an effective, personalized strategy for your own firm.
Kareyna Miller, CPA – Founder & CEO, LEACIF, Otter Lake
Jason F. Clausen, CPA – President, Jason F. Clausen, P.C., Fraser
Joseph Verlin, CPA, CGFM – Principal in Charge of Audit Services, Gabridge & Company PLC, Grand Rapids
Moderator: Duane Reyhl, CPA, CGMA – Audit and Accounting Partner, AHP, Midland
Credits: 1.0 AA

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