9:50 am - 10:40 am
Cost Segregation Tax Planning
Take an in-depth look at cost segregation studies and how they are performed. Dissect depreciation rules, including taking the construction cost or purchase price of real property that would normally depreciate over a long period of time and reallocating those costs into shorter tax lives of five, seven or 15 years.
Lester Cook, CCSP | Principal, KBKG

10:50 am - 11:40 am
Residency and Other State Income Tax Issues for Individuals
With the increase in flow-through entities, individual income tax issues are becoming more complex to navigate. Explore critical issues including credits for tax paid to other states, taxation of nonresident individuals, and income tax on the sale of a business.
David A. Hughes, JD | Partner, HMB Legal Counsel
Dakota Newton | Associate, HMB Legal Counsel

12:15 pm – 1:05 pm
A Year in Tax for Exempt Organizations
Receive an update on new tax laws and guidance that has been issued during the year.  Dig deep into the guidance on the Tax Cuts and Jobs Act, CARES Act, and other legislation. Plus, hear about recent tax form updates.
Rebekuh Eley, CPA, MST | Senior Manager, RSM US LLP
Zachary Fortsch, CPA | Tax Partner, RSM US LLP

1:15 pm - 2:05 pm
Section 199A: What We've Learned
Hear the lessons learned and the opportunities created by Section 199A. Share your own experiences grappling with this corporate equalizer now that we are in year two.
Mark Heroux, JD | Partner, Baker Tilly Virchow Krause LLP

9:50 am - 10:40 am
Lease Accounting Standards: Impacts and Implementation
Adopting the new FASB lease accounting standard ASC 842 will have a significant impact on financial statements. Receive a comprehensive review of the concepts of lessee accounting as well as a step-by-step guide for proper implementation.
Kurt Oestriecher, CPA | Partner, Oestriecher & Company, CPAs

10:50 am - 11:40 am
Revenue Recognition: What's Next
Discuss how the new revenue recognition standards have impacted both public companies and not-for-profits. Review methods of identifying and allocating transaction prices for performance obligations and learn about the required disclosure requirements under ASC 606.
Kurt Oestriecher, CPA | Partner, Oestriecher & Company, CPAs

12:15 pm - 1:05 pm
Employee Benefit Plans: The New Audit Report
Recent standard changes have broad implications for auditors, plan sponsors and service providers of ERISA audits. Review the history behind these changes and hear best practices for effective application.
RoseAnn Abraham, CPA | Partner, Baker Tilly Virchow Krause, LLP

1:15 pm - 2:05 pm
Accounting and Auditing for Digital Assets
Take a deep dive into the blockchain and cryptocurrency ecosystems, including market developments, key accounting and auditing considerations, and risk mitigation procedures. Discuss common challenges associated with designing and participating in a blockchain network and discover potential uses for the underlying technology.
Mike Leonardson | Partner - Assurance Professional Practice, EY

9:50 am - 10:40 am
Achieving Parity: Women in the Workforce
The balance of women in executive positions continues to be a weak point for many organizations. Discuss the key obstacles which can keep women from reaching the highest levels in an organization and the actions we can take to make meaningful progress and drive success.
JoAnna Simek, CPA, MST | Partner, BKD LLP

10:50 am – 11:40 pm
Corporate Governance: When Mistakes Are Made
When corporate governance mistakes are made, the entire organization suffers. Discuss the costly mistakes not-for-profits often face, including dealings with officers and directors, affiliate issues, and harassment claims, and learn how to avoid them by considering legal ramifications in advance.
Paula Cozzi Goedert, JD | Partner, Barnes & Thornburg LLP

12:15 pm - 1:05 pm
Client Relationship Red Flags: Spotting Them Early
Hear strategies for identifying when an engagement has developed a conflict of interest, fitness, or competence issue, and learn best practices for resolving them.
Guinevere Moore, JD | Partner, Johnson Moore

1:15 pm – 2:05 pm
GATA Tips and Tactics
Receive practical pointers for completing and submitting your CYEFR to GATA. Discuss specific parameters including who should file, when filing should happen and what should be filed.
Christine Torres, CPA | Partner, Crowe LLP

9:50 am - 10:40 am
Selling the Closely Held Business: Optimizing Value and Market Trends
Explore the different ways to prepare for a sale in order to maximize value. Discover who are the best buyers in the M&A market for different types of businesses (hint: it's not limited to main competitors). Plus, hear about current market valuations for privately held businesses of various sizes.
Brian Lunt | Managing Director, Stevenson & Company

10:50 am - 11:40 am
Best Practices in Financial Planning and Analysis and Performance Management
Learn how to better integrate FP&A and performance management by providing more refined analysis and critical evaluation. Discover best practices for presenting and communicating information, developing business plans, and nurturing talent.
Jack Alexander, CPA, MBA | Principal, Jack Alexander & Associates, LLC

12:15 pm - 1:05 pm
Seven Insider Secrets of Great Leaders Who Produce Extraordinary Results
Based on real-world experiences, learn the secrets that will accelerate your growth to become the leader revered by all. Walk away with practical insights to help you achieve amazing results and turn your team into the one everyone wants to join.
Vince Racioppo, AB, MSEd, PhD | President, Center for Expert Performance, Inc.

1:15 pm - 2:05 pm
Turning Budgeting and Planning Into a Competitive Advantage
Review best practices and new technologies to help you improve your organization’s performance, change the role of your finance department into a value-add, and turn your budgeting and planning process into a competitive advantage.
Donny C. Shimamoto, CPA.CITP, CGMA | Founder and Managing Director, IntrapriseTechKnowlogies LLC