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Educational Sessions | Wednesday, August 27, 2014

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): Daniel F. Rahill, CPA, JD,
Chairperson, Illinois CPA Society, Partner, FGMK, LLC, 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

Topic: Protecting Your Practice from Internal and External Perils
FOS: 2 (Business Management & Organization)
Speaker(s): Sarah Ference, CPA
Risk Control Consulting Director, CNA, 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

Topic: Individual Tax Update
FOS: 2 (Taxation), CLE: 1.5 Hours, CFP: 2 Hours, EA: 2 Hours
Speaker(s): Robert M. Gilwee, Jr., CPA
Partner, Grandizio, Wilkins, Little & Matthews, LLP, Towson, MD

TECHNOLOGY TRACK

Topic: Changing the Game by Leveraging Emerging Technologies
FOS: 2 (Computer Science) Education Track Sponsor: Wolters Kluwer, CCH
Speaker(s): Jerry Connor, Director, CCH Axcess, Wolters Kluwer, CCH, Riverwoods, IL
Jill Weinstein, Technical Product Manager CCH Mobile, Wolters Kluwer, CCH, Riverwoods, IL

CORPORATE FINANCE (CCFL) TRACK

Topic: The State of Manufacturing in the United States
FOS: 2 (Specialized Knowledge and Applications)
Education Track Sponsor: Parker & Lynch
Speaker(s): Karen L. Kurek, CPA
National Industrial Products Practice Leader/Partner, McGladrey, Chicago, IL

GOVERNMENT TRACK

Topic:

Accounting & Auditing Implementation Challenges Facing Governments and Their Auditors
FOS: 1 Accounting (Government/Yellow Book); 1 Auditing (Government/Yellow Book)

Education Track Sponsor: Becker Professional Education

Speaker(s): Lynda M. Dennis, CPA, CGFO, Ph.D
Lecturer, University of Central Florida, Orlando, FL

LEADERSHIP & DEVELOPMENT TRACK

Topic: What Should I Be Doing Today for My Firm's Succession in the Future?
FOS: 2 (Business Management & Organization)
Speaker(s): Mark Thomson, CPA
Managing Director, ORBA, Ltd, Chicago, IL

INTUIT ACADEMY TRACK

Topic: What's New Inside QuickBooks Ecosystem
FOS: 2 (Computer Science)
Speaker(s): Stacy Kildal
Owner/Operator, Kildal Services LLC, White Lake, MI 

MICROSOFT LEARNING LAB

Topic: Office 365, Windows 8.1 and Office 2013 - A Hands-On Experience
FOS: 2 (Computer Science)

Learning Lab Sponsor:
Microsoft
Speaker(s): Gordon Dunkley
Partner and National Practice Director, Project Leadership Associates, Chicago, IL

Mike Mete
Partner and National Practice Director, Project Leadership Associates, Chicago, IL

11:20 a.m.- 12:40 p.m.
BREAK - VISIT SHOW FLOOR

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

Topic: How Destructive Cultures and Connections Can Trigger Workplace Fraud
FOS: 1
(Behavioral Ethics)
Speaker(s): 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

Topic: Wallet Share: Grow Your Practice Without Adding Clients
FOS: 2 (Business Management & Organization)
Speaker(s): Lee H. Eisenstaedt, MBA
Founding Partner, L. Harris Partners, LLC, Chicago, IL

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

TAX TRACK

Topic: Business Income Tax Update
FOS: 2 (Taxation), CLE: 1.5 hours, EA: 2 Hours, CFP: 2 Hours
Speaker(s): Robert M. Gilwee, Jr., CPA
Partner, Grandizio, Wilkins, Little & Matthews, LLP, Towson, MD

TECHNOLOGY TRACK

Topic: Advanced Firm Workflow with Online Client Accounting
FOS: 2 (Computer Science)
Education Track Sponsor: Thomson Reuters
Speaker(s): Louie Calvin
Product Manager, Thomson Reuters, Dexter, MI

CORPORATE FINANCE (CCFL) TRACK

Topic: Crossing the Line on State Tax Nexus
FOS:
2 (Taxation), CLE: 1.5, CFP: 2 Hours
Education Track Sponsor: Parker & Lynch
Speaker(s): Mark A. Sellner, CPA, JD, LLM (taxation)
Tax Advisor, Sellner Tax Consulting, LLC, Minneapolis, MN

GOVERNMENT TRACK

Topic:

Recognizing and Responding to Fraud Risks in Governmental Organizations
FOS: 2 Auditing (Government/Yellow Book)

Education Track Sponsor: Becker Professional Education

Speaker(s): Lynda M. Dennis, CPA, CGFO, PhD
Lecturer, University of Central Florida, Orlando, FL

LEADERSHIP TRACK

Topic: Develop Yourself, Develop More Business: A Simple Lesson In Leadership Development
FOS: 2 (Personal Development)
Speaker(s): Hal Adler
CEO, Leadership Landing Inc, San Rafael, CA

INTUIT ACADEMY TRACK

Topic: Effective Marketing for Accounting Professionals
FOS: 2 (Marketing)
Speaker(s): Michelle L. Long, CPA, MBA
Owner, Long for Success, LLC, Lees Summit, MO

MICROSOFT LEARNING LAB

Topic: Office 365, Windows 8.1 and Office 2013 - A Hands On Experience
FOS: 2 (Computer Science)

Learning Lab Sponsors:
Project Leadership Associates & Microsoft
Speaker(s): Gordon Dunkley
Partner and National Practice Director, Project Leadership Associates, Chicago, IL

Mike Mete
Partner and National Practice Director, Project Leadership Associates, Chicago, IL

TECHNOLOGY WALKING TOUR

Topic: Technology Walking Tour
FOS: 2 (Computer Science)
Speaker(s): Gregory L. LaFollette, CPA, CITP, CGMA
Strategic Advisor, CPA.com, A Subsidiary of the American Institute of CPA's,
New York, NY

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 - 2014
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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