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    Educational Sessions | Wednesday, August 27, 2014

    Program materials will be placed on our website prior to August 27 allowing registrants to print session materials prior to attending, if desired. To access the speakers bios, simply click on the name, and you will be prompted whether you want to 'open' or 'save' the PDF file.

     

    There will be no printed materials at the event.

     

    TIME

    TOPIC

    SPEAKER

    8:00 a.m. - 8:50 a.m.                                   

    KEYNOTE PRESENTATION:
    State of the CPA Profession

    FOS: 1 Accounting

    Daniel F. Rahill, CPA, JD, Chairperson, Illinois CPA Society, Partner, KPMG, Chicago, IL

     

    Todd Shapiro, President & CEO, Illinois CPA Society, Chicago, IL

    8:50 a.m. - 9:40 a.m.

    BREAK - VISIT SHOW FLOOR

    9:40 a.m.-11:20 a.m.

    Practice Management Track

    Protecting Your Practice from Internal and External Perils

     

    FOS: 2 Management Advisory Services

    Sarah Ference, CPA,  Risk Control Consulting Director, CAN, Chicago, IL

     

    Michael N. Ripani, JD, CPA, CFE, Counsel, Seyfarth Shaw LLP, Chicago, IL

     

    Jason P. Stiehl, JD, Counsel, Seyfarth Shaw LLP, Chicago, IL

     

    Philippe Weiss, JD, Managing Director, Seyfarth Shaw at Work, Chicago, IL

    Tax Track
    Individual Income Tax Update

     

    CLE 1.5 Hours, CFP 2 Hours, 2 EA Hours

    FOS: 2 Taxation

    Robert M. Gilwee, Jr., CPA, Gilwee and Green, LLC, Phoenix, AZ

    Technology Track

    Going with the Digital Flow

     

    FOS: 2 Management Advisory Services

    Education Track Sponsor: CCH, a part of Walters Kluwer

    Mark Ryburn, CPA, CITP, CDIA+, Product Line Manager, Tax Software, CCH, a part of Walters Kluwer, Riverwood, IL

    Corporate Finance (CCFL) Track
    Manufacturing (Title TBA)

    FOS: 2 Specialized Knowledge and Applications

     

    Education Track Sponsor: Garelli Wong and Jackson Wabash

    Karen Kurek,

    Government Track

    Accounting & Auditing Implementation Challenges Facing Governments and Their Auditors

     

    FOS: 1 Accounting (Government/Yellow Book)

    1 Auditing (Government/Yellow Book)

    Lynda Dennis, CPA, CGFO, PhD, Lecturer, University of Central Florida, Orlando, FL

    Intuit Academy Track
    From Tweets to Social Treats: How to Grow Your Practice Through Social Marketing

     

    FOS: 2 Computer Science

    Michelle L. Long, CPA, MBA, Owner, Long for Success LLC, Lee's Summit, MO

    11:20 a.m.- 12:40 p.m.

    BREAK - VISIT SHOW FLOOR

    12:40 p.m.- 1:30 p.m.

    KEYNOTE PRESENTATION:
    5 Things Dixon Taught Us About Fraud

     

    FOS: 1 Behavioral Ethics

    Kelly Richmond Pope, Ph.D., CPA, Chief Content Officer, Helios Digital Learning, Inc., Chicago, IL

    1:30 p.m.- 2:10 p.m.

    BREAK - VISIT SHOW FLOOR

    2:10 p.m.- 3:50 p.m.

    Practice Management Track

    Wallet Share: Grow Your Practice Without Adding Clients

     

    FOS: 2 Management Advisory Services

    Lee Eisenstaedt, MBA, Founding Partner, L. Harris Partners, LLC, Chicago, IL

     

    Tom Siders, CPA, CGMA, L. Harris Partners, LLC, Chicago, IL

    Tax Track
    Business Income Tax Update


    CLE 1.5 hours, CFP 2 Hours, 2 EA Hours

    FOS: 2 Taxation

    Robert M. Gilwee, Jr., CPA, Gilwee and Green, LLC, Phoenix, AZ

    Technology Track

    Advanced Firm Workflow with Online Client Accounting

     

    FOS: 2 Computer Science

     

    Education Track Sponsor: Thomson Reuters

    Louie Clavin, Product Manager, Thomson Reuters, Dexter, MI

    Corporate Finance (CCFL) Track
    Healthcare Reform Update

    FOS: 2 Specialized Knowledge & Applications

     

    Education Track Sponsor: Garelli Wong and Jackson Wabash

    Marcus Newman, RHU, CBC, Vice President, GCG Financial, Chicago, IL 

    Brian Uhlig, Vice President, GCG Financial, Chicago, IL

    Intuit Academy Track
    The Deep Dish on Quickbooks Online

    FOS: 2 Computer Science

    Stacy Kildal, Owner/Operator, Kildal Services LLC,
    Waterford, MI

    Technology Walking Tour

    FOS: 2 Computer Science

    M. Darren Root, CPA, CITP, President, Root & Associates LLC, Bloomington, IN

     

    3:50 p.m.- 4:10 p.m.

    BREAK - VISIT SHOW FLOOR

    4:10 p.m.- 5:50 p.m.

    KEYNOTE PRESENTATION:
    Technology Futures - 2013

    FOS: 2 Computer Science

    Dana "Rick" Richardson, CPA.CITP, Technology Futurist and President, Richardson Media & Technologies, LLC, Canton, CT

     

     

     

     

     

     

     

     

             
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