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Educational Sessions | Thursday, August 28, 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. - 9:40 a.m.
KEYNOTE PRESENTATION:

Topic: Top 10 Trends for a Successful Illinois: Looking Forward to 2015
FOS: 2 (Business Management & Organization),
Speaker(s):

Theresa E. Mintle
President & CEO, Chicagoland Chamber of Commerce

Panel:

James H. Kane, CEO, Kane & Co 

Lou Longo, Partner, Plante Moran Global Services 

John Roa, CEO, ÄKTA 

Shelley Stern Grach, Director, Civic Engagement, Microsoft

9:40 a.m. - 10:30 a.m.
BREAK - VISIT CONNECTIONS HALL

10:30 a.m.-12:10 p.m.
ACCOUNTING & AUDITING TRACK

Topic: Just Plain Ethics
FOS: 1 (Regulatory Ethics), 1 (Behavioral Ethics) Accounting & Auditing Track Sponsor: Brilliant
Speaker(s): George A. Heyman, CPA, CGMA
Instructor, AuditSense, Tampa, FL

TAX TRACK

Topic: Personal Financial Planning Services: Implementation Models Starting with the Tax Return 
FOS: 2 (Taxation), CLE: 1.5 Hours, CFP: 1 Hour, EA: 2 Hours
Speaker(s): Sheryl Eighner, CPA/PFS
Partner, PricewaterhouseCoopers LLP, Chicago, IL

TECHNOLOGY TRACK

Topic: Selecting Vertical Markets in a Digital World
FOS: 2 (Business Management & Organization) Education Track Sponsor: CPA.com
Speaker(s): Thomas Gawne, CPA,
Director of CPE Sales, Learning Management and Professional Services. CPA.com, Dexter, MI

CORPORATE FINANCE (CCFL) TRACK

Topic: Reduce Capital Expenditure and Drive Business Growth with Cloud Technology
FOS: 2 (Computer Science)
Education Track Sponsors: Parker & Lynch
Speaker(s): Daniel Safran, 
Executive Vice President, Project Leadership Associates, Chicago, IL

LEADERSHIP & DEVELOPMENT TRACK

Topic: Are You Developing Your Most Important Resource: Your People?
FOS: 2 (Personnel/HR)
Speaker(s): Matt Cekander, CPA,
Manager, Doehring, Winders & Co. LLP, Effingham, IL

INTUIT ACADEMY TRACK

Topic: Converting Your Clients to QuickBooks Online: What to Expect
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 Sponsors: Project Leadership Associates & Microsoft 
Speaker(s): Gordon Dunkley,
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

12:10 p.m. - 1:00 p.m.
BREAK - VISIT CONNECTIONS FLOOR

1:00 p.m.- 2:40 p.m.
ACCOUNTING & AUDITING TRACK

Topic: Accounting Standards Update: Making Sense of It All
FOS: 2 (Accounting) Accounting & Auditing Track Sponsor: Brilliant
Speaker(s): Chris Rouse, CPA
Principal, Windham Brannon, PC, Atlanta, GA

TAX TRACK

Topic: NavigatingThe Net Investment Income Tax - A Voyage in Minimizing Your Tax Exposure 
FOS: 2 (Taxation), CLE: 1.5 hours, CFP: 2 Hours, EA: 2 Hours
Speaker(s): Brian T. Whitlock, CPA, JD, LLM
Tax Partner, Plante Moran, PLLC, Chicago, IL

TECHNOLOGY TRACK

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

CORPORATE FINANCE (CCFL) TRACK

Topic: Ethics for Leaders in Uncertain Times
FOS: 2 (Behavioral Ethics)
Speaker(s): William J. Hass, CTP, MBA
CEO, Teamwork Technologies Inc, Northbrook, IL

Patrick J. McDonnell, CPA
President & CEO, The McDonnell Company LLC, Lake Forest, IL

LEADERSHIP AND DEVELOPMENT TRACK

Topic: Creating an Inclusive Culture: How to Adapt to Today's Changing Workforce
FOS: 2 (Personnel/HR)
Speaker(s): Beth Mueller, CPA,
Tax Partner, Deloitte LLP, Chicago, IL

Brent Bachus
HR/Talent Director, Deloitte LLP, Chicago, IL

INTUIT ACADEMY TRACK

Topic: Value Pricing: A New Way to Run Your Practice
FOS: 2 (Computer Science)
Speaker(s): Michelle L. Long, CPA, MBA
Owner, Long for Success LLC, Lee’s Summit, MO

MICROSOFT LEARNING LAB

Topic: Office 365, Windows 8.1 and Office 2013 - A Hands-On Experience
FOS: 2 (Business Management & Organization)

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

2:40 p.m. - 3:20 p.m.
BREAK - VISIT CONNECTIONS FLOOR

3:20 p.m. - 5:00 p.m.

ACCOUNTING & AUDITING TRACK

Topic: Auditing Standards Update: Looking Forward, and Backward Too
FOS: 2 (Auditing)
Accounting & Auditing Track Sponsor: Brilliant
Speaker(s): Chris Rouse, CPA
Principal, Windham Brannon, PC, Atlanta, GA

TAX TRACK

Topic: Not-for-Profit Update
FOS: 2 (Taxation), CLE: 1.5. Hours, EA: 2 Hours
Speaker(s): Paula Cozzi Goedert, JD,
Partner, Barnes & Thornberg LLP, Chicago, IL

Zack Fortsch, CPA, MST,
Partner, McGladrey, LLP, Chicago, IL

TECHNOLOGY TRACK

Topic: Cloud vs. On-Premise - Risks vs. Rewards FOS: 2 (Computer Science)
Speaker(s): Randy Johnston, MCS,
Executive Vice President, K2 Enterprises, Hammond, LA

CORPORATE FINANCE (CCFL) TRACK

Topic: Healthcare Reform: What the Heck IS This? FOS: 2 (Specialized Knowledge & Applications)
Speaker(s): Marcus Newman, RHU, CBC,
Vice President, GCG Financial, Bannockburn, IL

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
 

         
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