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Educational Sessions | Thursday, August 27, 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. - 9:40 a.m.
KEYNOTE PRESENTATION:

Topic: The Art of the Steal
FOS: 2 (1 Auditing, 1 Specialized Knowledge & Applications)
Speaker(s):

Frank Abagnale,
CEO, Abagnale and Associates, Washington, DC

9:40 a.m. - 10:30 a.m.
BREAK - VISIT THE SHOW CONNECTIONS CENTER

10:30 a.m.-12:10 p.m.
TAX TRACK

Topic: 2015 Federal Individual Income Tax Update
FOS: 2 (Taxation), CLE: 1.5 Hours, CFP: 2 Hours, EA: 2 Hours
Speaker(s): Albert L. Grasso, JD, LLM,
Of Counsel, Chuhak & Tecson, PC, Chicago, IL 

ACCOUNTING & AUDITING TRACK

Topic:

Applying the New IFRS-US GAAP Converged Revenue Standard to Key Industries with Changes 
FOS: 2 (Accounting). Track Sponsor: Brilliant

Track Sponsor: Brilliant

Speaker(s): Leah Donti, CPA (Canada), CMA, MBA,
Founder & Seminar Leader, Advantage Montreal Seminars Inc., Laval, Quebec, Canada 

TECHNOLOGY TRACK

Topic:

Leveraging Present and Future Technology Tools to Increase Productivity
FOS: 2 (Computer Science) 

Track Session Sponsor: Wolters Kluwer, CCH

Speaker(s): Brian Siet, CPA,
Senior Manager, Strategic Relationships, Wolters Kluwer Tax & Accounting US, Ashland, MA

CORPORATE FINANCE TRACK

Topic: Protecting Your ASSETS - "The Gotcha's of the Insurance World"
FOS: 1 (Business Management & Organization), 1 Accounting
Speaker(s):

George Boyd, MBA
Account Executive, Associated Agencies, Inc., Rolling Meadows, IL

Joshua Herz,
President, Associated Agencies, Inc., Rolling Meadows, IL

Trisha Peyton,
Vice President, Associated Agencies, Inc., Rolling Meadows, IL

LEADERSHIP & DEVELOPMENT TRACK

Topic: Coaching Tips to Maximize Client Impact
FOS: 2 (Personal Development)
Speaker(s): Cathy Carroll, ACC, MBA,
President, Legacy Onward, 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 Three: Taking the Fear Out of QuickBooks Apps
FOS: 2 (Computer Science)
Learning Lab Sponsors: Intuit
Speaker(s): Stacy Kildal,
Owner, Kildal Services LLC, White Lake, MI

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

12:10 p.m. - 1:00 p.m.
BREAK - VISIT THE SHOW CONNECTIONS CENTER

1:00 p.m.- 2:40 p.m.
TAX TRACK

Topic: 2015 Federal Business Tax Update
FOS: 2 (Accounting), CLE: 1.5 hours, CFP: 2 Hours, EA: 2 Hours
Speaker(s): Albert L. Grasso, JD, LLM,
Of Counsel, Chuhak & Tecson, PC, Chicago, IL 

ACCOUNTING & AUDITING TRACK

Topic: What's Up at the FASB? Navigating the Latest  Developments and Issues 
FOS: 2 (Accounting), CLE: 1.5 hours, CFP: 2 Hours, EA: 2 Hours
Track Sponsor: Brilliant
Speaker(s): Leah Donti, CPA (Canada), CMA, MBA,
Founder & Seminar Leader, Advantage Montreal Seminars Inc., Laval, Quebec, Canada 

TECHNOLOGY TRACK

Topic:

Taking Write-Up Services to The Cloud with Online Client Accounting
FOS: 1 (Computer Science), 1 Accounting

Track Session Sponsor: Thomson Reuters

Speaker(s): Jordan Kleinsmith,
Product Manager, Enterprise, Thomson Reuters, Dexter, MI 

CORPORATE FINANCE (CCFL) TRACK

Topic: Understanding Your Corporate Financing Alternatives in Ownership Transition
FOS: 2 (Business Management & Organization)
Speaker(s): Tom DeSimone, CPA,
Senior Associate, Prairie Capital Advisors, Inc., Oakbrook Terrace, IL

Kenneth Serwinski,
CEO, Prairie Capital Advisors, Inc., Oakbrook Terrace, IL

LEADERSHIP AND DEVELOPMENT TRACK

Topic: Situational Leadership - Being the Right Leader at the Right Time
FOS: 2 (Personal Development)
Speaker(s): Cathy Carroll, ACC, MBA,
President, Legacy Onward, 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 Four: Books to Tax
FOS:
2 (Computer Science)
Speaker(s) Stacy Kildal,
Owner, Kildal Services LLC, White Lake, MI
 

2:40 p.m. - 3:20 p.m.
BREAK - VISIT THE SHOW CONNECTIONS CENTER

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

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 

ACCOUNTING & AUDITING TRACK

Topic:

Auditing, Compilation and Review Standards Update: Changes Impacting 2015
FOS: 2 (Auditing), 

Track Sponsor: Brilliant

Speaker(s): Leah Donti, CPA (Canada), CMA, MBA,
Founder & Seminar Leader, Advantage Montreal Seminars Inc., Laval, Quebec, Canada 

TECHNOLOGY TRACK

Topic: Role of Cybersecurity Insurance in a Comprehensive Risk Management Strategy 
FOS: 1 (Computer Science), 1(Management Advisory Services)
Speaker(s): John M. Baskam,
Chief Underwriting Officer, Ridge Insurance Solutions Company, Pittsburgh, PA

CORPORATE FINANCE TRACK

Topic: Implementing Effective Ethics and Organizational Policies 
FOS: 2 (1 Behavioral Ethics, 1 Regulatory Ethics)
Speaker(s): George A. Heyman, CPA, MAS, MBA,
Instructor, AuditSense, Tampa, FL 

LEADERSHIP & DEVELOPMENT TRACK

Topic: How to Lead with Cultural Intelligence
FOS:
2 (Personal Development) 
Speaker(s): Anthony J. Newkirk, Ph.D., 
Senior Manager, Diversity & Inclusion, American Institute of CPAs, Durham, NC

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   
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