Agenda
8:00 AM – 8:50 AM
Managing Electronic Waste Risk: Data Security, Compliance, and Liability Considerations
Examine the data security, regulatory, and liability risks associated with electronic waste and outdated technology assets. We discuss how improper disposal practices can expose sensitive information and increase organizational risk, with a focus on oversight considerations for CPAs and finance professionals. Outline practical steps to identify risk exposure, evaluate disposal practices, and strengthen controls to align with compliance and governance expectations.
Paul Blatt – President & CEO, Gesher Human Services, Southfield
Justin Lunning – General Manager, eCycle Opportunities, Southfield
CPE Credits: 1.0 Other
9:00 AM – 9:50 AM
After the OBBBA: A Tax Legislative Update
This topical session will examine the current legislative state of play in Washington, DC, as well as the outlook for U.S. tax policy heading into the 2026 midterm elections and beyond. Special attention will be paid to how different political outcomes and budget pressures could shape fiscal policy going forward, including with respect to provisions enacted as part of the One Big Beautiful Bill Act (OBBBA).
Alexander Brosseau, CPA – Senior Manager, Tax Policy Group, Deloitte, Washington, D.C.
CPE Credits: 1.0 Other
10:00 AM – 10:50 AM
Automotive Industry Trends
Overview of the latest trends impacting the Automotive industry, including the current competitive landscape, sales outlook, key challenges, and opportunities to capitalize on.
Jason Coffman – Principal, US Automotive Consulting Lead, Deloitte Consulting, LLP, Detroit
CPE Credits: 1.0 Other
11:00 AM – 11:50 AM
Copilot Fundamentals: What’s Available and Where It Delivers Value
Examine how Microsoft Copilot is embedded across core Microsoft applications and how finance and accounting teams are applying it in day-to-day work. Review live demonstrations of foundational use cases, including drafting analyses, summarizing data, and supporting routine financial tasks. Then, apply practical strategies to begin using Copilot effectively within your organization.
Sean Humphreys – Protiviti Managing Director, Protiviti, Chicago, IL
Kathy Spearing – Regional Vice President – Managed Business Solutions, Protiviti, Chicago, IL
Spencer Tarkoff – Protiviti Senior Consultant, Protiviti, Chicago, IL
CPE Credits: 1.0 Other
11:50 AM – 12:40 PM
Lunch
12:40 PM – 1:30 PM
Copilot Advanced: Use Cases & Capabilities
Explore advanced Microsoft Copilot use cases that move beyond basic prompting to enable deeper financial analysis, workflow integration, and support for recurring finance processes. Examine recent enhancements and emerging capabilities most relevant to finance leaders and power users, with a focus on practical application.
Renie Saenz – Protiviti Senior Manager & Microsoft Co-Pilot SME, Protiviti, Chicago, IL
Kathy Spearing – Regional Vice President – Managed Business Solutions, Protiviti, Chicago, IL
CPE Credits: 1.0 Other
1:40 PM – 2:30 PM
Current State of Financial Statement Fraud
Dive into the fraud risks and trends impacting companies. We cover real-life examples of recent fraud schemes and insights into how companies can prevent them.
Michael E. Brodsky, CPA – Managing Director – Fraud Specialist, Deloitte & Touche LLP, Boston, MA
CPE Credits: 1.0 A&A