Return to ICPAS.org

Learning Tracks


Tuesday, August 27

 

Tax Update Track

9:45 am – 11:25 am

State Taxation: It Just Keeps Getting Easier
The “nexus” definition of doing business outside of your home state keeps expanding and we may now have to collect sales tax where our products are shipped or our services are performed. Get up-to-speed to avoid potentially running up large tax bills you didn’t know could exist.
Joseph F. Bigane
III, CPA - JFB Tax Consulting LLC

2:15 pm – 3:55 pm

Partnership Allocations: What You Need to Know 
Discuss different partnership allocation methods, when to use them, why partnership allocations are not always prorata based on ownership, and the real purpose of Section 704. Hear the differences between “book up” and “step up” and review various partnership tax considerations. 
Andrew Klemens, CPA - Partner, BKD CPAs & Advisors


XERO Theater Track ~ Sponsored by XERO

9:45 am – 11:25 am


Xero Theater: Delivering on the Promise of Advisory Services
Understanding advisory services can be overwhelming. With a variety of options and technology available, it’s essential you have a plan. Receive expert tips on making the transition to advisory services and discover new ways to help your clients.
Tate Henshaw - Data Maestro, Polay + Clark


2:15 pm - 3:5 pm

Xero Theater: Engaging Tomorrow’s Talent
Having the right talent is like having the Holy Grail. Learn how to use an integrated approach to proactively recruit and retain talent that aligns with your long-term strategies.
Liz Mason - CEO, High Rock Accounting
Tate Henshaw
- Data Maestro, Polay + Clark


Digital Innovation Track

9:45 am – 11:25 am

Emerging Technologies: Learn Them, Use Them, Love Them
Blockchain, the internet of things and artificial intelligence continue to make waves in the accounting profession. Take a deep dive into leveraging these emerging technologies and discover the opportunities they can provide.  
Amanda Wilke, PMP - Consultant, Boomer Consulting Inc.


2:15 pm – 3:55 pm

Blockchain: Staying Ahead of the Game
Blockchain is considered the next disruptive computing paradigm transforming the internet of information to the internet of value. Understand how blockchain technology is currently being used and discover how it will transform the accounting profession for years to come. 
Amanda Wilke, PMP - Consultant, Boomer Consulting, Inc. 


Accounting and Auditing Track

9:45 am – 11:25 am

The Best Accounting & Auditing Update
2019 is proving to be another year of big changes from the FASB and Auditing Standards Board. Receive the latest insights on updates impacting variable interest entities, fair value, stock options and financial instruments. Plus, discuss the changes coming to auditing, compilations, reviews and SSARS during this must-attend session. 
Leah Donti, CPA, CMA, MBA - Founder, Advantage Montreal Seminars Inc.

 

 2:15 pm – 3:55 pm

The New Lease Standard: Get Ready!
After nearly a decade in the works, the FASB finalized the new lease standard effective in 2019 for public companies and 2020 for private entities. Discuss how to identify a lease under the new standard, how to implement it and its impact to financial statements. 
Leah Donti, CPA, CMA, MBA - Founder, Advantage Montreal Seminars Inc.



Corporate Strategy Track  ~ Sponsored by FEI and CCFL

9:45 am – 11:25 am

Enterprise Risk Management: A Pragmatic Approach 
What do you do when off-the-shelf risk management software programs are insufficient for your needs? Discuss the eight essential components of a customized ERM plan as defined by the Council of Sponsoring Organizations (COSO) and learn to write a comprehensive, fundamentally strong risk management plan with an operational focus.
Michael Kraten, CPA, PhD – Professor of Accounting, Chair of the Accounting, Finance, and Economics Division, Houston Baptist University

2:15 pm – 3:55 pm

Authority Does Not Equal Leadership
 Identify the leadership blind spots that may be hampering your ability to create a high-performing, engaged team. Explore the nine behaviors of leading with courage, 13 indicators of high emotional intelligence and five essential leadership skills. Plus, walk away with two tools to improve your delegation skills.
Lee Eisenstadt - Founder, Leading With Courage®️ Academy


Human Capital Track

9:45 am – 11:25 am

A New Model of Diversity, Inclusion and Performance 

The field of diversity and inclusion, like many others, is continuously evolving as marketplace demands and workplace requirements change. Discuss what these changes mean for your firm or business and explore new ways you can respond and adapt in this changing environment. 
Suri Surinder - CEO, CTR Factor, Inc.

2:15 pm – 3:55 pm 

Cutting Costs, Not Benefits
Employee benefits costs are one of the biggest line items in most business budgets. Hear how to effectively cut and control these costs using the principles of risk management. Plus, learn sustainable strategies for providing and paying for the benefits that employees actually use.
Kent Utsey, MBA - President & CEO, American Health Resources, Inc.


Future Ready Track

9:45 pm - 11:25 am

Capitalizing on Cannabis
With states such as Illinois legalizing medical cannabis, and potentially preparing to legalize adult-use cannabis, now is the time to understand the opportunities and challenges for the accounting profession. This thought-provoking discussion will cover the current regulatory landscape and potential changes on the horizon. Come prepared with your questions, concerns and ideas.
Taylor Schuck – Senior Associate, Mueller CPA


Wednesday, August 28



Tax Update Track

8:00 am - 9:40 am

Not-for-Profit Tax Update
Take an in-depth look at recent IRS audit issues, new cases and rulings affecting not-for-profits. Plus, analyze potential audit traps and receive practical tips for staying out of tax trouble.
Paula Cozzi Goedert, JD - Partner, Barnes & Thornberg LLP 
Zack Fortsch, CPA, MST - Partner, RSM US LLP

12:30 pm - 2:10 pm 

Individual Tax Update in a Post TCJA World
Many challenges and opportunities have emerged since the passage of the 2017 Tax Cuts and Jobs Act. Take a comprehensive look at the latest pronouncements and guidance impacting individual taxation and learn about new planning opportunities that you can implement today. 
Mark Mirsky, CPA, MST, CGMA - Managing Director, ROI CPE LLC

3:00 pm - 4:40 pm 

Business Tax Update After TCJA
Take an in-depth look at the impacts of the Tax Cut and Jobs Act of 2017 on business taxation including recent pronouncements and guidance and how the Treasury Department’s latest guidance impacts QBI deduction computations. 
Mark Mirsky, CPA, MST, CGMA - Managing Director, ROI CPE LLC


XERO Theater Track ~ Sponsored by XERO

8:00 am - 9:40 am

Xero Theater: Supercharging Your Workflow Automation
Your time is a precious commodity and there is never enough of it.  Learn how to add internal workflow automation to free up your time to concentrate on the tasks that create high value.
Liz Mason - CEO, High Rock Accounting

 



12:30 pm - 2:10 pm

Xero Theater: Marketing Your Practice – Part 1
In this two-part session, learn a step-by-step process to create and implement a marketing plan to grow your practice. Discuss networking, social media and event strategies designed to capture leads and convert those leads to clients. Leave with an action plan you can implement no matter where you are in the marketing process.
Liz Mason  - CEO, High Rock Accounting
Tate Henshaw
- Data Maestro, Polay + Clark

3:00 pm - 4:40 pm

Xero Theater: Marketing Your Practice – Part 2
In part two of this two-part session, hone-in on your action plan for developing and implementing your own successful marketing strategy to drive results. 
Liz Mason  - CEO, High Rock Accounting
Tate Henshaw
- Data Maestro, Polay + Clark


Digital Innovation Track

8:00 am - 9:40 am

10 Ways Successful Firms Use Payment Technology
Current trends in online buyer behavior are driving the need for better payment technologies. Hear proven and actionable insights into how you can leverage new technologies for improved profitability, enhanced cash flow and superior client experience.
Dustin J. Hall – Director, CPACharge

12:30 pm - 2:10 pm

Accelerating Innovation - A Firm's Strategy and Success Story

As robotic process automation, artificial intelligence, machine learning and data analytics become omnipresent, the accounting profession needs to embrace a culture of change and innovation. Learn the steps to take to capitalize on this digital transformation and to become the firm of the future, today! 
Peter Scavuzzo - Partner, Chief Information Officer, Marcum LLP

3:00 pm - 4:40 pm

How Progressive Tax Firms Leverage Disruption to Their Advantage 
Hear about the ways new and emerging technology is directly, and indirectly, disrupting the profession and how firms are capitalizing on these opportunities – streamlining their workflow, becoming an employer of choice and transitioning to serving as their clients’ trusted tax expert.
Corey Green - Product Manager of Tax Software, Thomson Reuters





Financial Planning Track

8:00 am - 9:40 am

From Sole Proprietor to C-Corp: A Financial Advisor’s Guide on the Choice of Entity
Entity selection has become even more complicated post tax reform. Dissect the different options available and the implications of each. Plus, delve into the various legal, risk management, compensation and non-tax items that need to be considered. 
Judy Mason, CPA, CVA – Partner, Michael Silver and Co.
Jessica Oldani, JD, LL.M – Founder, Oldani Entrepreneurial Law, PC


12:30 pm - 2:10 pm

Show Me the Money: Innovative Tools for Providing Financial Recognition

Competition for top talent is fierce. Finding innovative ways to reward them shouldn’t be. Take a fresh look at two different tools for providing financial recognition — nonqualified deferred compensation plans and cash balance defined benefit plans. Discuss how each plan works and the benefits they provide for both the employee and employer. 
Jeffrey Froman, CIMA, CPFA, CRPS, CRPC - First Vice President, Merrill Lynch, Pierce, Fenner & Smith, Inc.


Corporate Strategy Track  ~ Sponsored by FEI and CCFL

8:00 am - 9:40 am

Multiply Your Value With Strategic Thinking Skills
Strategic thinking is one of the most critical and sought after skills for today’s leaders. Learn how to proactively build strategic thinking into your daily routine and integrate this skill into traditional strategic planning activities to deliver more value. 
Jon Lokhorst, CPA, ACC - Leadership Coach & Consultant, Lokhorst Consulting LLC

12:30 pm - 2:10 pm

The Evolution of Today's CFO and Controller
The roles of the CFO and controller are constantly evolving and broadening. Are you prepared? Learn how to embrace and use various technologies to help leverage your time and talents for success.  
Joe Lopykinski, CPA - Director, The Overture Group  


3:00 pm - 4:40 pm

3 Keys to Attracting and Retaining Top Talent
Attracting and retaining top talent is a major challenge and will continue to intensify with changing demographics, emerging technologies and other disruptive factors. Learn three key drivers to become a talent magnet, and how to design and implement a talent management strategy to keep them. 
Jon Lokhorst, CPA, ACC - Leadership Coach & Consultant, Lokhorst Consulting LLC



Ethics / Practice Management Track

8:00 am - 9:40 am 

Simple Strategies to Grow Your Practice
It doesn’t matter how good of a CPA you are if nobody hires you. Business development is the biggest challenge to practice growth. Learn low-cost, low-pain marketing strategies to help you build trust with potential clients and win business. 
Greg Conderacci - Senior Fellow, The Business Learning Institute

12:30 pm - 2:10 pm

Ethics in Action
Understand how to strategically prevent and solve ethics cases by applying the “Cue Ball” concept. Through interactive exercises and discussions, learn the skills needed to anticipate and detect ethics-related anomalies in accounting and audit investigations.
Monique MacKinnon – CEO and Founder, Energetic Evolution

3:00 pm - 4:40 pm

White-Collar Crime in 2019: An FBI Perspective
Today’s white-collar crimes are more sophisticated than ever. Discuss the latest fraud trends and review specific case examples illustrating how these schemes are being committed in real-world situations. Walk away with knowledge of the steps to take should you become a fraud scheme victim.
Slawomir Janik - Supervisory Special Agent, Federal Bureau of Investigation


Future Ready Track

8:00 am – 9:40 am

The Impact of Big Data and AI on the Audit Process
Disruptive technologies continue to impact the accounting and auditing profession with no end in sight. Hear the challenges, and opportunities, that big data is bringing to auditing. Plus, get hands-on with a demo of how an AI-powered auditor tool can help harvest those opportunities.
Stefan Celeski – Senior Program Manager, MindBridge AI


12:30 pm - 2:10 pm

Virtual CPA Firm War Stories: The Good, the Bad and the Ugly
Looking to start your own virtual CPA firm? Interested in seeing how they operate? Join this interactive roundtable discussion to ask questions and share your own best practices on this emerging practice trend. 
Joshua Lance, CPA, CGMA - Managing Director, Lance CPA Group



icpas-logo-250

550 West Jackson Blvd | Chicago, IL 60661
P: 312.993.0407 or 800.993.0407 (IL only)
F: 312.993.9432

ICPAS | Terms | Privacy | CASL
Copyright 2019 Illinois CPA Society