8:00 AM – 8:50 AM
How CPAs Can Guide and Assist Startups in Their Journey
During the startup stage, most companies do not have a full team assembled which requires them to rely on the one resource all startup companies have in common: their CPA. This seminar will address the unique and various stages of startups and provide insight into what company founders want / need from their trusted financial advisor. From fundraising tools to a guide for bringing in a CFO, we cover the pivotal role CPAs can play in helping a startup navigate key decisions for their long-term success.
Michael Kloc – Founder and CEO, Forest Harbor Ventures, Ann Arbor
Credits: 1.0 OT

9:00 AM – 9:50 AM
Solving Cash Flow Puzzles: A Guide to SBA Loans and More
Successfully navigating cash flow management is a crucial skill for any organization. We explore cash flow challenges and effective strategies to address them along with alternative funding options that including Small Business Administration loans so that you can make the most informed decisions.
Ami Kassar – Founder and CEO, Multifunding LLC, Ambler, PA
Credits: 1.0 OT

10:00 AM – 10:50 AM
The CPA Talent Shortage
As national and state accountancy advocates work diligently to rebuild the CPA pipeline, firms and other organizations are looking for creative solutions to their talent needs. Take a closer look at the factors behind the current CPA shortage, the state of the domestic accounting talent pool and what solutions firms can employ now to fill their most critical roles.
Jim Brady – CEO, alliantTALENT, Houston, TX
Neil Shah – Senior Technical Director, alliantgroup, Houston, TX
Credits: 1.0 OT

11:00 AM – 11:50 AM
Top HR Trends: Are Your Clients Prepared/Aware?
Trends appearing in the talent market affect us all in both the long and short term. So, what are those trends and how do they impact operations? We discuss new working arrangements, optimizing remote staff, revitalizing workplace culture with wellness initiatives and approaching interviews with new strategies to attract diverse talent to your team.
Rachel Sweeney, PHR, SHRM-CP – HR Talent Enablement, Paychex, Saint Louis, MO
Credits: 1.0 OT

12:00 PM – 12:50 PM
Using STEM to Solve the Accountant Shortage
There is a pressing challenge of the accountant shortage, a growing concern in the CPA industry. Sponsored by Miles Education, the course explores the need for innovative solutions to bridge the talent gap and adapt to changing recruitment dynamics. Attendees will gain insights into tackling the accountant shortage through an unconventional approach- Leveraging STEM education and international talent.
Chandrashekar Nagarajan, CPA – Vice President, Miles Futurense, Inc, United States
Credits: 1.0 OT

12:50 PM
Program Adjourns