Agenda

8:00 AM – 8:50 AM
Things Every Financial Professional Should Know when A Client Is Facing Insolvency
If your client faces financial distress or insolvency, what role can you play as a CPA? We explore the options and challenges of bankruptcy, receivership, and out-of-court workouts as well as how to ensure payment from a distressed company.
Jason W. Bank, JD – Member, Kerr Russell, Detroit
Credits: 1.0 OT

9:00 AM – 9:50 AM
An Objective Analysis of Risk Transfer Strategies
Organizational exposure is unavoidable, which is why business insurance is a popular risk transfer strategy. Evaluate risk transfer alternatives, including the three most common types of insurance purchases, and explore considerations for making an optimal selection.
Brian Pilarski – Senior Vice President, Commercial Risk Consultant, Kapnick, Troy
Credits: 1.0 OT

10:00 AM – 10:50 AM
The Road to Resilience: Managing Business Cyber Risks
In an increasingly digital world, closely held businesses face mounting cybersecurity threats that can have detrimental effects on their operations, reputation and bottom line. We aim to equip such businesses with the knowledge and strategies to enhance their cybersecurity resilience. Walk away with a better understanding of the current cybersecurity landscape, ways to assess your business’s digital strengths and best practices for establishing a robust defense.
Brad Atkin, CPA.CITP – Partner/Shareholder, Doeren Mayhew, Troy
Credits: 1.0 OT

11:00 AM – 11:50 AM
R&D Tax Credit Audit: What to Expect

What is the R&D tax credit, and if the IRS comes calling, what should you expect in the audit process? Explore the progression and find out how to effectively minimize your risk exposure with elements like documentation and recent court case findings.
Randall Eickhoff – President, Acena Consulting, LLC, Westlake Village, CA
Credits: 1.0 OT

11:50 AM – 12:25 PM
Break for Lunch

12:25 PM – 1:15 PM
Maximizing Enterprise Value: Strategic Tools for Finance Leaders
Delve into advanced methods for elevating enterprise value through innovative strategic thinking. We guide you through the tools and steps for effective prioritization, robust financial controls, and the use of objective metrics in enhancing employee performance. Discover the profound financial impact of value innovation and the significance of focusing on specific IDEAL characteristics and more.
Leon LaBrecque, JD, CPA, CFP, CFA – Executive Director of the Sequoia Financial Foundation, Troy
Shawn Spencer – Co-Founder & CEO, Cogent Advisors, Royal Oak
Credits: 1.0 OT

1:15 PM
Program Adjournment