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Educational Sessions | Wednesday, August 26, 2015

To access the speaker bios, simply click on the name, and you will be prompted to 'open' or 'save' the PDF file.

This event will only offer program materials electronically (eMaterials)

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

Topic: State of the CPA Profession
FOS: 1 (Accounting)
Speaker(s): Edward J. Hannon, CPA, JD, LLM,
Chairperson, Illinois CPA Society, Partner, Quarles & Brady, Chicago, IL
Todd Shapiro
President & CEO, Illinois CPA Society, Chicago, IL

8:50 a.m. - 9:40 a.m.
BREAK - VISIT SHOW CONNECTIONS CENTER

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

Topic: State and Local Apportionment Issues: Multi-State Sales, Residency Issues for Individual State Income Tax
FOS: 2 (Taxation), CLE: 1.5 Hours, CFP: 2 Hours 
Speaker(s): Jordan Goodman, CPA, JD, 
Partner, Horwood Marcus & Berk Chartered, Chicago, IL 

HEALTHCARE

Topic: The Affordable Care act and YOU! What We've Learned and What's to Come
FOS: 2 (Specialized Knowledge and Applications)
Speaker(s): Marcus B. Newman, RHU, CBC,
Vice President, Benefits Consulting, GCG, Deerfield, IL 

PERSONAL FINANCIAL PLANNING

Topic: Annuities: Structure and Practice
FOS: 2 (Finance) , CFP:
Speaker(s): Jeffrey S. Adler, CLU, 
President, Executive Resources, Glencoe, IL

TECHNOLOGY

Topic: Tech Update
FOS: 2 (Computer Science)
Speaker(s): Randy Johnston,
Executive Vice President, K2 Enterprises, Hammond, LA 

CORPORATE FINANCE

Topic:

Using Business Intelligence to Improve Decision-Making Skills
FOS: 1 (Business Management & Organization)

Track Sponsor: Parker & Lynch/Accounting Principals

Speaker(s):

Kevin O'Connor
Solution Group Leader, Business Intelligence, Project Leadership Associates, Chicago, IL

LEADERSHIP & DEVELOPMENT TRACK

Topic: Leadership Principles for Driving Innovation in Accounting Firms
FOS: 2 (Business Management & Organization)
Speaker(s):

Jennifer Warawa, 
Vice President and General Manager of Sage Accountant Solutions at Sage North America, Atlanta, GA

MICROSOFT EXPERIENCE CENTER

Topic:

Boosting Your Business with Microsoft Office - A Hands-On Experience (Sessions A&B)
FOS:
2 (Computer Science)
Experience Center Sponsor:
Microsoft and Project Leadership Associates

Speaker(s): Gordon Dunkley
Microsoft VTSP and Certified MEC Facilitator, Practice Director, Project Leadership Associates, Chicago, IL

QUICKBOOKS ACADEMY

Topic:

Firm of the Future Part One

FOS: 2 (Computer Science)

Speaker(s)

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 CONNECTIONS CENTER

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

Topic: Explaining the Synthetic Economy
FOS: 1 (Economics)
Speaker(s):

(Moderator) John Baker Welch,
Economist/Portfolio Manager, Vice President, William Blair, Chicago, IL

Donald L. Luskin, 
Economist, Chief Investment Officer, TrendMacro, Chicago, IL

Lindsey Piegza,
Chief Economist, Sterne Agee, Chicago, IL

1:30 p.m.- 2:10 p.m.
BREAK - VISIT SHOW FLOOR

2:10 p.m.- 3:50 p.m.
TAX TRACK

Topic: Self Employment Tax and Net Investment Tax on Income From LLC's, Partnerships, and S Corporations
FOS: 2 (Taxation), CLE: 1.5 hours, EA: 2 Hours, CFP: 2 Hours 
Speaker(s): James R. Browne,
Partner, Strasburger & Price, LLP, Dallas TX 

HEALTHCARE TRACK

Topic: Affordable Care Act Tax Update for 2015 
FOS: 2 (Taxation), CLE: 1.5 hours, EA: 2 Hours, CFP: 2 Hours
Speaker(s):

Jeffrey Arnold, JD,
Associate, McDermott Will & Emory, Chicago, IL

Danita Merlau, JD,
Associate, Seyfarth Shaw LLP, Chicago, IL

PERSONAL FINANCIAL PLANNING TRACK

Topic: Personal Financial Planning - Retirement Strategies: A Panel Discussion
FOS: 2 (Finance), CFP: 2
Speaker(s):

Moderator: Elizabeth Buffardi, CPA, CFP®,
President, Crescendo Financial Planners, Oak Brook, IL

Robert M. Barnes, CLU, ChFC, CWPP,
President, Integrated Insurance Consulting LLC, Orland Park, IL

Jerry Kalish,
President, National Benefit Services, Inc., Chicago, IL

Bridget Sullivan Mermel, CPA, CFP®, 
Financial Advisor, Sullivan Mermel, Inc., Chicago, IL

TECHNOLOGY TRACK

Topic: The Internet of Things
FOS:
2 (Computer Science)
Speaker(s): Randy Johnston,
Executive Vice President, K2 Enterprises, Hammond, LA 

CORPORATE FINANCE TRACK

Topic:

Mine the Gap: Access to Integrated, Reliable Business Data
FOS: 2 (Computer Science)

Track Sponsor: Parker & Lynch/Accounting Principals

Speaker(s): Speaker TBD

LEADERSHIP & DEVELOPMENT TRACK

Topic: Business Ethics and Leadership
FOS: 2 (Behavioral Ethics)
Speaker(s): Al Gini,
Professor of Business Ethics, Chair Management Department, School of Business Administration, 
Loyola University Chicago, Chicago, IL 

MICROSOFT EXPERIENCE CENTER

Topic:

Boosting Your Business with Microsoft Office - A Hands-On Experience (Sessions A&B)
FOS:
2 (Computer Science)
Experience Center Sponsor:
Microsoft and Project Leadership Associates

Speaker(s): Gordon Dunkley
Microsoft VTSP and Certified MEC Facilitator, Practice Director, Project Leadership Associates, Chicago, IL

QUICKBOOKS ACADEMY

Topic:

Firm of the Future Part Two: Common Workflows in QuickBooks Online

FOS: 2 (Computer Science)

Speaker(s):

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

TECHNOLOGY WALKING TOUR

Topic: Technology Walking Tour
FOS: 2 (Computer Science)
Speaker(s): Gail Perry, CPA,
Editor-in-Chief, CPA Practice Advisor, Fort Atkinson, WI 

3:50 p.m.- 4:10 p.m.
BREAK - VISIT SHOW FLOOR

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

Topic: Technology Futures - 2015
FOS: 2 (Computer Science)
Speaker(s): Dana "Rick" Richardson, CPA, CITP
Technology Futurist and Managing Partner, Richardson Media & Technologies, LLC, Canton, CT
 

   
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