Agenda

Tuesday, August 16, 2022

8:30am – 8:40am
Welcome & Announcements

8:40am – 9:30am
KEYNOTE PRESENTATION: Overcoming the Competency-Likeability Challenge
Research shows that people with strong emotional intelligence (EQ) are more likely to succeed than those with high IQs or relevant experience, even in the financial sector. Learn how to walk the line between competency and likability by taking advantage of your personal strengths and partnering with others to overcome the challenges that all leaders face.
Dorothy Deremo, FACHE – Principal Partner & CEO, The Deremo Group, Northville

9:40am – 10:30am
Talent: The Strategic Imperative for Business Sustainability
The talent wars are only going to intensify. Retaining and growing internal talent is an essential strategic business imperative for small and large companies to ensure their sustainability. Today’s leaders need to use a different set of competencies and shift from being a “Boss” to being a “Coach” in their approach to direct reports. We dig into the latest research on managing talent today that will improve business outcomes of profitability, increased retention, and quality.
Dorothy Deremo, FACHE – Principal Partner & CEO, The Deremo Group, Northville

10:40am – 11:30am
8 Simple Steps to a Better Firm
The hardest part of starting something new is taking the first step, but the path to Membership-Based Subscription Business is clearer than you think! Following these eight steps will give you the tools necessary to avoid many of the expensive lessons many must learn the hard way.
Chris Picciurro, CPA – Executive Officer & Co-Founder, Integrated CPA Group, Franklin, TN

11:40am – 1:30pm
Break for Lunch

1:30pm – 2:20pm
Uncovering Opportunities in Qualified Improvement Property and Form 3115 (CNTW1-U-00405-22-I)
Explore how the CARES Act provides immediate cash flow benefits and relief to taxpayers, especially those in the retail, restaurant, and hospitality industries who improved real property since the 2017 TCJA. Maximize bonus depreciation and discover favorable IRS procedural guidance and the methodology for correcting the class life of qualified improvement property constructed in 2018, 2019 or 2020.
Craig Miller, CPA, CGMA, CCSP – President and Managing Partner, Duffy+Duffy Cost Segregation, Novi

2:30pm – 3:20pm
Best Practices for Working with Cognitively Impaired Clients and Families (CFP)
As the average lifespan continues trending near or more than 100, professionals are increasingly faced with the prospect of discerning if their aged client has sufficient capacity to make their own decisions. Know what must be done if you suspect your client has become vulnerable to financial exploitation and gain understanding of the nuances of power of attorney and trust documents.
Doug Chalgian, JD, CELA – Partner, Chalgian & Tripp Law Offices, East Lansing

3:30pm – 4:20pm
Valuation Matters: SSVS Application & Best Practices (Accounting & Auditing)
Like many areas within accounting, valuations were not spared from COVID-19 pandemic implications. Gain insight into these lingering impacts, how and when to apply the Valuation Services 100 standard, and how the Statement on Standards for Valuation Services (SSVS) relates to other reporting standards.
James Sullivan, CPA – CEO, ATS Advisors, A CPA Firm, Plymouth

4:30pm – 5:20pm
A Practical Application of IRS Publication 4557
Data security is a growing concern, and the IRS 4557 guidelines were created to specifically address data security requirements among tax preparers. Learn why accountants are becoming prime targets for cyber criminals and how to apply the IRS 4557 guidelines to your practice to prevent both penalty and, worse, a breach itself.
Jon Melloy – Head of Growth, Practice Protect, Brisbane, Australia

5:20pm
Day 1 Adjourns

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