Agenda

8:00 – 8:05 AM
Welcome & Opening Remarks

8:05 AM – 8:55 AM
Managing Virtual and Remote Work Teams
Based on what employers and employees experienced during the coronavirus pandemic, a new way of work may be the new normal. Now, more than ever, virtual work team and remote employees may become the new way businesses decide to operate long term – and this may be a consideration for you, your firm and your clients. With impactful strategies, you can effectively develop and lead virtual teams. Benefit from the right tools, protocols, expectations, and culture in place to achieve the most success with managing remote work teams.
Katie Edwards – Client HR Business Partner, Paychex, Detroit
Credits: 1.0 OT

9:00 AM – 10:00 AM
How To Leverage Cloud-based Practice Management Software
Is your firm struggling with managing deadlines, tracking workflow, or having an established and organized software that keeps track of everything in one place? Fear no more! Join hosts, Michelle Lundberg and Michael Salmon as they dive into the ways a quality practice management system can really change your firm’s world while saving you time!
Michelle Lundberg – Director of Product Marketing, Canopy
Michael Salmon – Director of Sales, Canopy
Credits: 1.2 OT

10:00 AM – 10:50 AM
Depreciation and Expensing Strategies to Counter Inflation (CNTW1-T-00403-22-O)
Today’s emerging inflationary environment is being felt by everyone. We’ll help you utilize tax laws to shield clients by strategically maximizing their expenses, creating safe harbors, using cost segregation studies, bonus depreciation and much more.
Warren Dazzio – Executive Vice President, CSSI – Cost Segregation Services Inc., Baton Rouge
Credits: 1.0 OT

11:00 AM – 11:50 AM
Post-COVID Relief Tax Credits & Incentives (CNTW1-T-00404-22-O)
The Coronavirus Aid, Relief and Economic Security (CARES) Act brought $2.2 trillion in economic stimulus to counter fallout from the pandemic. Let’s review the temporary and permanent tax credits/incentives which businesses and employees were given access to still in play today including: R&D tax credits, rewards for energy efficiency, Employee Retention Credit and more.
Randy Crabtree, CPA – Partner, Tri-Merit, Schaumburg, IL
Credits: 1.0 OT

12:00 PM – 12:50 PM
Tools and Techniques to Retain and Attract Employees
The key issue that plaguing business owners is the retention and recruiting of quality employees. This is the result of 2021 being the year of the great resignation and 2022 is expected to continue this trend. The purpose of the session is to share and explain techniques to retain and recruit quality employees.
James Gasparotto, MBA – Director of Advisor Development, Lincoln Financial, Southfield
Credits: 1.0 OT

12:50 PM
Program Adjourns