Agenda

GENERAL SESSION

LAUNCH GENERAL SESSION
8:00 AM – 8:55 AM
KEYNOTE PRESENTATION: Busy Bosses: Leadership Lessons for Leaders Who Don’t Have Time for Leadership Lessons
You want to be a better leader, but who has time to invest in leadership training when you’re so busy leading? Yet organizational health and success rely heavily on those who work to continuously evolve their leadership skills. Join Busy Bosses for a fun, efficient and, most importantly, actionable course on the trending skills needed to excel as a leader in today’s environment, from prioritization and virtual collaboration to tactical empathy, servant leadership and more.
Melissa Majors – CEO, Melissa Majors Consulting, Dallas, TX
Credits: 1.0 OT

LAUNCH CHANNEL ONE

CHANNEL ONE

9:05 AM – 9:55 AM
Implications of Sustainability and ESG on the Role of the CFO (VIRTUAL PRESENTATION)
The markets and the business context in which we operate continues to evolve rapidly. The SEC climate rule, the formation of the International Sustainability Standards Board and the roll out of ESG Standards are re-defining value. This presents a unique opportunity for the Finance function to lead not only the reporting of ESG and Sustainability, but to be guiding their organizations through the significant business model transformation that is required in order to create value and business resiliency over the long-term. Discover the recent trends impacting the role of Finance and the implications of these on the office of the CFO.
Ash Noah, CPA, FCMA, CGMA – VP & Managing Director Management Accounting & ESG, Durham, NC
Credits: 1.0 AA

10:15 AM – 11:05 AM
Lease Accounting – Practical Lessons Learned
The new lease accounting standard became effective for nonpublic companies for years ending Dec. 31, 2022. Implementation will present challenges to both private and nonprofit organizations. Walk through common situations and resolutions, including operating and finance leases and how to record and disclose them. Plus, receive practical documentation tips that can assist with peer review.
Duane Reyhl, CPA, CGMA – Audit and Accounting Partner, AHP, Midland
Credits: 1.0 AA

11:15 AM – 12:05 PM
Growing After-Tax Wealth
When it comes to stocks, bonds, equity, or private investments, not all tax efficiency follows the same roadmap. Explore routes of growing after-tax wealth in a tax efficient way as we discuss investor behavior, 401(k) strategies and more.
Jason C. Braun, CPWA®, CRPC® – Senior Vice President – Wealth Management, USA, UBS, Birmingham
Michael D. Oleszkowicz, CRPC®, CFP®, CPWA® – Senior Vice President – Wealth Management, USA, UBS, Birmingham
Credits: 1.0 OT

1:00 PM – 1:50 PM
Introduction to Department of Defense Accounting
The U.S. Department of Defense (DoD) is undertaking the largest audit in history! Uncover the organizational structure of the DoD and learn what it takes to contract with the federal government, including the basics of appropriations, fund balance with the U.S. Treasury and more!
Stephanie L. Bowie, CPA, MBA – CEO, B. Empowered Leadership Academy, LLC, Indianapolis, IN
Credits: 1.0 AA

2:00 PM – 2:50 PM
Making the Case for Good Character
Now more than ever, there is an urgent need for practitioners to maintain the integrity of the profession. Discover the important role of character in finding long-term success as a CPA by exploring the character development and ethical reasoning processes that facilitate better decision-making.
Stephanie L. Bowie, CPA, MBA – CEO, B. Empowered Leadership Academy, LLC, Indianapolis, IN
Credits: 1.0 ET

3:10 PM – 4:00 PM
The Accounting & Auditing Quicklist for 2023
Join us for a fast-paced session on what is going on in the technical accounting world! This is your one-stop shop for everything accounting and auditing.
Cathy McNamara, CPA, CGMA – Assurance Partner, BDO, Troy
Terri Kozlowski, CPA – Assurance Director, BDO, Troy
Credits: 1.0 AA

4:10 PM – 5:00 PM
Michigan Specific Ethics – The Impact of State Statute & Administrative Rules on Your CPA License
Changes to CPE requirements, licensure expiration and more. We guide you on a deep dive into Michigan’s accountancy law and administrative rules to help you steer clear of any violations. Explore case studies and ask the experts your questions about licensure and compliance with Michigan’s accountancy act.
Peggy Jury, CPA, CGMA – Peer Review CPA on Staff, Michigan Association of CPAs, Troy
Credits: 1.0 MI

5:10 PM – 6:00 PM
OPTIONAL BONUS HOUR: Adapt & Thrive: Leveraging New & Existing Resources to Grow Your Firm’s Business
In today’s marketplace more and more small businesses refuse to be labeled as such. Advancements in tech based, user friendly resources, have rendered traditional measurements, such as geographic location or number of employees obsolete. New platforms are alloying accounting firms of any size to attract and service business in spaces once reserved for only the largest and most sophisticated. Through the use of collaborating technologies, specifically integrated for CPA firms, you can take steps to grow your client base, offer services that deepen existing relationships, while successfully optimizing and expanding your practice in a way that best aligns with your vision.
Todd Cooper – Senior Manager, Channels, CPA.com
Credits: 1.0 OT

LAUNCH CHANNEL ONE

CHANNEL TWO

9:05 AM – 9:55 AM
The 7 Simple Habits of Inclusive Leaders
What specific actions do inclusive leaders take to demonstrate a commitment to inclusion? Find out why our brains are to blame for unintentionally excluding others and gain insight into an actionable, common-sense approach to inclusion via storytelling, research, and experience.
Melissa Majors – CEO, Melissa Majors Consulting, Dallas, TX
Credits: 1.0 OT

10:15 AM – 11:05 AM (VIRTUAL PRESENTATION)
Effective Time Management
CPAs are no strangers to juggling competing priorities, especially when it comes to managing the oft-conflicting expectations of both teammates and clients. Discover the role time management plays in setting and meeting priorities and learn practical techniques for addressing distractions and managing time more effectively.
Sia Kal – Managing Partner, FY USA LLC, New York, NY
Credits: 1.0 OT

11:15 AM – 12:05 PM
Tax Resolution
If an individual or business hasn’t reported enough income, has underpaid or didn’t file a return when they should have this could lead to a tax resolution issue with either the IRS or state of Michigan. We cover tax resolution relating to each entity as well as audit defense and innocent spouse claims.
Lawrence Levy – President & CEO, Levy & Associates, Southfield
Credits: 1.0 OT

1:00 PM – 1:50 PM
A Blockchain Success Story
Savvy financial professionals know that the potential of blockchain goes far beyond cryptocurrency. Examine a recent case study involving the Michigan State University (MSU) treasury team and the development of a new paradigm for raising capital using blockchain distributed ledger technology. The first U.S. municipal bond offering using Blockchain is scheduled to be completed by MSU in 2023.
Jeff Rayis, CPA, CTP, MBA – Assistant Vice President Treasury & Financial Management, Michigan State University, East Lansing
Credits: 1.0 OT

2:00 PM – 2:50 PM
Everything You Need to Know About Secure Act 2.0 (100-minute session)
The long-anticipated Secure Act 2.0 is finally official! Find out how its provisions stand to affect both your individual and business clients in this two-hour program! Gain insight into the hottest topics surrounding Secure 2.0, including the best new savings tools for individuals and the predominant administrative considerations for businesses.
Allison McLeod, LL.M., CPA – Owner, Allison M McLeod, LL.M., CPA, A PLLC, Denton, TX
Credits: 1.0 OT

3:10 PM – 4:00 PM
Everything You Need to Know About Secure Act 2.0 (100-minute session continued)
The long-anticipated Secure Act 2.0 is finally official! Find out how its provisions stand to affect both your individual and business clients in this two-hour program! Gain insight into the hottest topics surrounding Secure 2.0, including the best new savings tools for individuals and the predominant administrative considerations for businesses.
Allison McLeod, LL.M., CPA – Owner, Allison M McLeod, LL.M., CPA, A PLLC, Denton, TX
Credits: 1.0 OT

4:10 PM – 5:00 PM
What CPAs & Clients Need To Know About 401(k) Plan Changes
The recently enacted SECURE 2.0 Act delivers dozens of new retirement-related provisions impacting employers and the CPAs who advise them. Learn new retirement and tax planning ideas that will help your business clients strengthen employee retention, reduce the burden of 401(k) administration, as well as enhance your own personal retirement strategy.
Victor Hicks II, CFP®, AIF® – Managing Principal, Lumin Financial, Southfield
Credits: 1.0 OT

LAUNCH CHANNEL ONE

CHANNEL THREE

9:05 AM – 9:55 AM
Reset The Clock – Practical Employee Relations for Leaders
The direct benefit of attending this session is leaders demonstrate good judgment, sensitivity, and high confidence in handling employee relations issues. A byproduct is greatly reduced legal exposure, as the result of “Reset the Clock,” a process that prevents an attorney from taking something leaders did wrong in the past and using it to support lawsuits in the future. Scripts and tactics are provided for handling employee relations situations. Costly lawsuits are avoided rather than won.
Michael J. Mirarchi – CEO, Mirarchi Management Group, Plano, TX
Credits: 1.0 OT

10:15 AM – 11:05 AM
Advising Foreign Individuals: Tax Compliance
International tax compliance is becoming more common among small and medium clients, creating a need among advisors for a better understanding of tax residency and the respective international tax forms. We discuss the tax basics for nonresident clients as well as the obligations that U.S. citizens have, including Form 8938, FBAR and Form 5471, among others.
Fernando Juarez, Esq., LL.M., EA – Member, Freeman Law, PLLC, Frisco, TX
Credits: 1.0 OT

11:15 AM – 12:05 PM
179D Today & Tomorrow: The Future of Green Building Tax Incentives
Established in 2005, the 179D tax deduction underwent significant changes over the past year. Uncover the background of this powerful green building deduction and how it is evolving under the Inflation Reduction Act of 2022. Plus, discuss the alternative qualification path, known as the Retrofit Program, and what it means for building owners and designers of buildings.
Jesse Stanley – Director – Green Building Tax Incentive Services, KBKG, Los Angeles, CA
Credits: 1.0 OT

1:00 PM – 1:50 PM
Tax and Environmental, Social and Governance Disclosure
Companies are getting ready to disclose tax information related to environmental, social and governance (ESG) initiatives. Review the current best practices for ESG disclosures, including what qualitative and quantitative information should be included and how your clients can start getting prepared.
Marcelo Lima Vieira – Tax Director, Dow Inc., Midland
Credits: 1.0 OT

2:00 PM – 2:50 PM
Should You Be Offering Wealth Management Services? (VIRTUAL PRESENTATION)
Is your firm contemplating the addition of wealth management services? Embark on a guided tour of the wealth management business and determine if your firm is ready for entry. From client benefits and CPA concerns to best practices and key decisions, this is your partner’s guide to establishing wealth management services.
Mark J. Seski – President, Chief Investment Officer, Harvest Portfolio Management, LLC, Isle of Palms, SC

3:10 PM – 4:00 PM
What Are Triple Bottom-Line Strategies and How They Can Mitigate Business Risk
Triple Bottom-Line Strategies (profits, people and planet) are the new business catchphrase, but what does it mean? Determine if this new phrase is more than a passing fad, or a practical strategy clients should cultivate in order to grow their business and reduce risk.
Leon LaBrecque, JD, CPA, CFP®, CFA – Consultant, Sequoia Financial Group, Troy
Bob Weins, JD, CPA – Managing Member, Insights3, Detroit
Credits: 1.0 OT

4:10 PM – 5:00 PM
7 Ways Franchising Helps Small Business Clients Diversify
Small business owners that want to diversify often lack the bandwidth and runway required to create and launch another business from scratch. In this session, explore the seven different ways franchising can bridge the gap with existing systems, training, ongoing support, semi-absentee options and more!
Mark D. Cory – Owner & Franchise Placement Specialist, FranNet of Michigan, Grosse Pointe Park
Credits: 1.0 OT

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