Agenda
Channel 1
Channel 2
Channel 3
08:00 AM
Welcome & Opening Announcements
8:05 AM – 8:55 AM
KEYNOTE PRESENTATION: Everyday Energy
Marcey Rader – Founder, RaderCo, Raleigh, NC
Credits: 1.0 OT
LAUNCH
9:00 AM – 9:50 AM
Building an Ethical Culture: Moving from “What” to WHY?
Clare Levison, CPA, CGMA – Owner, Inspired Responsibility, Blacksburg, VA
Credits: 1.0 ET
LAUNCH
9:00 AM – 9:50 AM
Focus Power Ups
Marcey Rader – Founder, RaderCo, Raleigh, NC
Credits: 1.0 OT
LAUNCH
9:00 AM – 9:50 AM
Standing Out as a Thought Leader
Alex Drost, CPA – Founder and CEO, Connection Builders, Royal Oak
Credits: 1.0 OT
LAUNCH
10:20 AM – 11:10 AM
ASC 842, Leases – Challenges with Implementation
Lucas LaChance, CPA, CIA – Partner, Lane Gorman Trubitt, LLC, Dallas, TX
Credits: 1.0 AA
LAUNCH
10:20 AM – 11:10 AM
Flow through Comes to Michigan (CNTW1-T-00401-22-I) (CFP)
Sean Cook, CPA, JD, MST – Partner, Warner Norcross + Judd LLP, Detroit
Credits: 1.0 OT
LAUNCH
10:20 AM – 11:10 AM
Accounting Robots: The Next Big Opportunity Accounting Firms
Ganesh Ranganathan, MBA – CEO, Integra Global Solutions Corp, Wexford, PA
Credits: 1.0 OT
LAUNCH
11:20 AM – 12:10 PM
IRS & the State of Michigan Tax Resolution
Lawrence Levy – President & CEO, Levy & Associates, Southfield
Credits: 1.0 OT
LAUNCH
11:20 AM – 12:10 PM
The Gig Economy: What You and Your Clients Need to Know
Anirudh Srinivasraghavan – Senior Director, Strategy & Partnerships WorkMarket, an ADP Company
Credits: 1.0 OT
LAUNCH
11:20 AM – 12:10 PM
Break the Status Quo and Unleash Your Advisory Potential
Mucki Sobania – Senior Solutions Consultant in the Tax Professionals, Thomson Reuters, Ann Arbor
Credits: 1.0 OT
LAUNCH
12:10 PM – 01:10 PM
Lunch
01:10 PM – 02:00 PM
The Future of Accounting: What Will Your Organization Look Like 2027?
Curt Quickel, CPA, MBA – Owner, Curtis J. Quickel, CPA, Fayetteville, AR
Credits: 1.0 AA
LAUNCH
01:10 PM – 02:00 PM
Trust Decanting in Michigan Ten Years Later (CFP)
Salvatore J. LaMendola – Estate Planning Attorney, Giarmarco, Mullins & Horton, P.C., Troy
Credits: 1.0 OT
LAUNCH
01:10 PM – 02:00 PM
Why CPAs Must Secure Their Own Mask While Assisting Their Clients
Lisa Howze, CPA – Founder and CEO, The Lisa Howze Experience, LLC, Detroit
Credits: 1.0 OT
LAUNCH
02:10 PM – 03:00 PM
Tax Implications of Cryptocurrency (100-Minute Session) (CNTW1-T-00402-22-I) (CFP)
Allison McLeod, LL.M., CPA – Owner, Allison M McLeod, LL.M., CPA, A PLLC, Denton, TX
Credits: 1.0 OT
LAUNCH
02:10 PM – 03:00 PM
Basics of HUD-Assisted Multifamily Audits
Sean Donovan, CPA, CFE – Director of Audit Services, Tama, Budaj & Raab PC, Farmington Hills
Credits: 1.0 AA
LAUNCH
02:10 PM – 03:00 PM
Why Human Nature is a Failed Investor – Recognize the Signs to Help Clients (CFP)
Lou Melone, CFP – Managing Partner, Melone Private Wealth, Auburn Hills
Credits: 1.0 OT
LAUNCH
03:10 PM – 04:00 PM
Tax Implications of Cryptocurrency (100-Minute Session Continued) (CNTW1-T-00402-22-I) (CFP)
Allison McLeod, LL.M., CPA – Owner, Allison M Mcleod, LL.M, CPA A PLLC, Denton, TX
Credits: 1.0 OT
LAUNCH
03:10 PM – 04:00 PM
Data Analytics Financial Statement Evaluation
Diana Sobczak, CPA, CFE – Manager, Service Insights, General Motors Company, Warren
Credits: 1.0 AA
LAUNCH
03:10 PM – 04:00 PM
Can Practice Management Tech Unclunk Your Firm?
Michael Nguyen – Mid-Market Account Executive, Canopy, Lehi, Utah
Credits: 1.0 OT
LAUNCH
04:10 PM – 05:00 PM
Michigan Specific Ethics – The Impact of State Statute & Administrative Rules on Your CPA License
Robyn Fuller, CPA, CGMA – J & F Advisors, PLLC, Detroit
Rachel Reardon – Government Relations Leader, Michigan Association of CPAs, Troy
Credits: 1.0 MI
LAUNCH
04:10 PM – 05:00 PM
Incorporating Sustainable Development Goals into Your Strategic/Action Plans
Irene Queen – Environmental Quality Analyst, State of Michigan, Lansing
Credits: 1.0 OT
LAUNCH
04:10 PM – 05:00 PM
Options to Fund Your Client’s Long-Term Care Needs (Virtual Presentation) (CFP)
Carlos Dias, Jr. – President/CEO & Financial Advisor, Dias Wealth, LLC, Lake Mary, FL
Credits: 1.0 OT
LAUNCH