Learning Tracks

Tuesday, August 25

Tax Track

9:50 am - 10:40 am
Individual Tax Update

Significant tax changes have been implemented in 2020 in response to COVID-19 disruptions. Take a look at current developments and planning strategies for individuals, with a focus on relief provisions. Plus, get answers to commonly asked questions.
Damien Martin
, CPA | Director, BKD CPAs & Advisor

10:50 am - 11:40 am
Business Tax Update

The coronavirus pandemic has triggered significant tax changes in attempt to provide relief to impacted businesses. Dive into these developments and what they mean for businesses and their tax planning strategies. Gain answers to the commonly asked questions about the various tax provisions.
Damien Martin
, CPA | Director, BKD CPAs & Advisors

12:15 pm - 1:05 pm
Danger Ahead (and Behind): State Tax Blind Spots
With so many state and local taxing jurisdictions and tax types, and the state laws constantly changing, it can feel impossible to keep up. Hear key nationwide developments in state income and franchise taxes, gross receipts taxes, and sales and use taxes. Plus, discuss developments with Wayfair, marketplace facilitator laws, and pass-through entity taxes.
Eric Fader, CPA, JD | Managing Director, BDO
Joseph Bigane, CPA | Managing Director, JFB Tax Consulting LLC

1:15 pm - 2:05 pm
Transfer Pricing After Tax Reform

The Tax Cuts and Jobs Act changed the tax environment for all companies with cross-border operations. Review transfer pricing opportunities and risks facing US and international companies.
Alex Martin
, MPP | Principal, KBKG

2:35 pm – 3:25 pm

COVID-19 Tax Updates

Examine developments to the Paycheck Protection Program, the CARES Act, loan forgiveness, and other tax relief. Receive detailed information on how the Main Street Lending Program will work for your businesses or your clients’ operations.
Daniel Rahill,
CPA, JD, LL.M, CGMA | Managing Director, Wintrust Wealth Services

Accounting & Auditing Track

9:50 am - 10:40 am
Simple Questions and Complex Fraud: A Primer

Fraud is often ubiquitous and insidious. Discuss a real-life fraud investigation where a simple question pulled the thread on a multi-year financial statement fraud. Walk away with practical advice should you ever encounter a potential fraud.
Sean M. Kruskol
, CPA, CGMA, MAcc, CFE | Principal, Cornerstone Research

10:50 am - 11:40 am
10 Things an Accountant Needs to Know About Illinois Divorce Law

In 2015, the Illinois legislature began overhauling its family laws, with changes affecting a variety of issues accountants frequently encounter when representing their clients. Delve into the important information and nuances you can use when advising on Illinois divorce law.
Steven N. Peskind
, JD | Attorney, Peskind Law Firm

12:15 pm - 1:05 pm
Next Generation Internal Audit
The speed of change is constantly accelerating, and internal audit is expected to not only keep up with the pace of change but to be able to forecast the risk of these changes. Discover the skills needed for internal audit to remain a valued partner to company boards and executive teams now and in the future.
Chris Denver
, CPA, MBA | National Practice Director, International Financial Group
Jim Hannan, CPA | National Practice Director, International Financial Group

1:15 pm - 2:05 pm
Cannabis: Six Months After Legalization

Gain insights into navigating the operational challenges affecting day-to-day accounting, including accounting for biological assets, reporting in accordance with IFRS and U.S. GAAP, complying with different state-mandated seed-to-sale systems, and preparing for the impact of IRC Section 280E. Plus, hear how the political landscape is shaping tax planning strategies.
Nathan M. Summers
, CPA | Principal, Miller Cooper
Fay Rofalikos, CPA | Director, General Accounting, Green Thumb Industries Inc.

2:35 pm – 3:25 pm

COVID-19 Financial Reporting Considerations

Learn about some of the most common considerations that should be made by entities with fiscal year-ends or interim reporting requirements for periods ending after December 31, 2019, including accounting for government incentives, fair value measurements, asset impairments, debt modifications, revenue recognition, going concerns, and insurance claims.
Melissa Lynch,
CPA, MSA | Partner, Plante Moran

Ethics / Government Track

9:50 am - 10:40 am
Grasping GASB
Wrap your arms around the latest GASB standards. From leases to conduit debt and everything in between, understand the impact of each pronouncement and receive practical implementation guidance. Plus, get a sneak peek at what’s on the horizon.
Michael E. Malatt
, CPA | Senior Manager, Baker Tilly Virchow Krause, LLP

10:50 am – 11:40 am
Fraud in Government

Fraud can happen anywhere, any time. Even the smallest fraud can cause big problems. Uncover the most common types of fraud in government and how they occur. Learn how to detect existing frauds and understand how internal controls can reduce the risk of fraud in the future.
Michael E. Malatt
, CPA | Senior Manager, Baker Tilly Virchow Krause, LLP

12:15 pm – 1:05 pm
Ethics Code of Conduct

Explore how the decision-making process, as well as the AICPA’s Code of Professional Conduct, can be used by those in public accounting and corporate finance to create an ethical environment in which to work.
George Heyman, CPA, MAS, MBA | Professor Emeritus, Accounting and Economics, Oakton Community College

1:15 pm – 2:05 pm
Practicing Professional Skepticism

Voltaire said that a person should be judged on the questions he asks. The keystones to asking good questions, and listening for answers, is a healthy dose of skepticism and sound professional judgment. Explore ways to enhance your own questioning skills.
George Heyman
, CPA, MAS, MBA | Professor Emeritus, Accounting and Economics, Oakton Community College

2:35 pm – 3:25 pm
#MeToo and You: Preventing and Investigating Sexual and Other Harassment

Understand what does and does not constitute sexual and other harassment. Receive guidance about how to prevent, report, and properly investigate harassment, and discover ways to minimize employee and employer risk and exposure. Walk away with strategies to foster a positive and professional culture in your own workplace.
Jon Vegosen
, JD | Founding Member, Funkhouser Vegosen Liebman & Dunn Ltd.

Corporate Strategy / Human Capital Track  ~ Sponsored by CCFL

9:50 am - 10:40 am
Be a Networking Ninja! Body Language Tips for Making the Most of Every Event

Learn best practices for the entire networking experience, from walking in, to shaking hands, to the dreaded 30-second pitch. Network like a ninja to build more business relationships!
Alison Henderson
, MFA, GL-CMA, MPAcc | CEO, Moving Image Consulting LLC

10:50 am – 11:40 am
How to Build a High-Performance Team
High-performance teams move organizations further and faster to accomplish their top goals and priorities. Focus on the five critical practices needed to build a high-performing team. Plus, learn how to work on your team, not just as a team, to maximize performance and foster talent retention.
Jon Lokhorst
, CPA, ACC | Executive Leadership Coach, Lokhorst Consulting LLC

12:15 pm – 1:05 pm
The Finance Leader and Strategy: Are You Playing a Big Enough Role?

Up your strategy game through a finance lens and increase your value to your organization. Learn how to actively engage in the strategy process and cultivate a strategic mind set that enables you to ask the right questions in order to understand potential opportunities, constraints and risks.
Claire Burke
, CPA, MBA | Vice President, Finance and Treasurer, Dearborn Group

1:15 pm – 2:05 pm
Building a Winning Finance Team

Boost your finance team's enterprise value and performance by becoming better strategic partners across your entire organization. Leave with a better understanding of how to realize the full potential of the finance function - and your team - to improve overall business efficiencies and growth.
John Bankhurst
| Business Development Director, Salo

2:35 pm – 3:25 pm

Transitioning Firm Ownership

A sound exit plan may be accomplished through succession planning or by undergoing a merger or acquisition. Regardless of what path, viewing your firm as an enterprise instead of simply as a practice will help build a sustainable, transferable and more valuable asset. Hear the key valuation drivers and readiness elements to be addressed in advance of a successful exit.
Dan McMahon
, CPA | Managing Partner, Integrated Growth Advisors

Technology Solutions / Advisory Services Track ~ Sponsored by CPA Charge

9:50 am - 10:40 am
Growing and Scaling an Entrepreneurial CPA Firm

It’s time to reimagine the CPA firm model. Discuss different ways you can become an entrepreneurial organization, including looking at firm structure, the virtual firm model, remote employees, process development, strategy, and other traits of growing and scaling CPA firms.
Joshua Lance
, CPA, CGMA | Managing Director, Lance CPA Group

10:50 am – 11:40 am
RPA and the CPA: A Practical Approach to Implementing Robotic Process Automation

Observe a bot in action and walk away knowing the basics of RPA, how to select processes to automate, the improvements in the finance and accounting functions that are possible, and bot security best practices for minimizing risks.
Chris Denver
, CPA, MBA | National Practice Director, International Financial Group
Jim Hannan, CPA | National Practice Director, International Financial Group

12:15 pm – 1:05 pm
Protecting Your Practice by Mitigating Risks

Learn how to implement measures to protect your practice from business risks including those associated with employment laws and contracts, professional liability insurance and cybersecurity.
Michael N. Ripani
, CPA, JD, CFE | Senior Counsel, Handler Thayer, LLP
Megan Simpson, JD | Design Manager/Client Relations Liason, Seyfarth
Leonard Cooper | Senior Claims Examiner, Markel, New York, NY.
Kevin Bong | Manager, Financial Institutions, Sikich, LLP, Naperville, IL

1:15 pm – 2:05 pm
Modernizing Your Practice With AI-Driven Tech Tools

Discover new AI-driven tools readily available today to help you improve the efficiency and effectiveness of your practice. Gain insights into how you can drive value by modernizing client workflows, automating rudimentary tasks, and delivering data-driven insights
Evan DeFord
| Customer Experience Director, Inflo Software

Sponsored by:
Thomson Reuters

2:35 pm – 3:25 pm

From Compliance to Consulting

Technological advancements are requiring us to take a transformational journey to think differently and hone our relationship skills to remain relevant. Discuss common assumptions, goals, authenticity, and effective questioning to strengthen your consulting skills.
Ed Kless
| Senior Director, Sage

Wednesday, August 26

Tax Track

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

2:35 pm - 3:25 pm
Internet Tax Freedom Act: Protector From the Taxman?

The ITFA was intended to protect electronic commerce from the taxman, but has it succeeded? Hear how recent and pending court cases, as well as proposed new legislation, could potentially implicated the ITFA.
Samantha K. Breslow
| Associate, HMB Legal Counsel
David A. Hughes, JD | Partner, HMB Legal Counsel

Accounting & Auditing Track

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

2:35 pm – 3:25 pm

Leases: Post Adoption Considerations

The complexity introduced by ASC 842 is the gift that keeps giving after adoption. Learn more about “Day 2” accounting considerations and best practices related to triggering events for remeasurements, modifications and renewals, as well as the accounting impacts on terminations.
Nancy Miller, CPA | Senior Director of Technical Accounting, Policies & Procedures, Reynolds Group Holdings Limited
Richard Tarapchak, CPA | Corporate Controller, Reynolds Group Holdings Limited

Ethics / Government Track

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

2:35 pm – 3:25 pm
Yellow Book Update: Implementation Strategies
Examine the July 2018 revisions to the Yellow Book which included changes to CPE, independence and documentation requirements. Walk away with suggestions for effective implementation.
Christine Torres
, CPA | Partner, Crowe LLP

Corporate Strategy / Human Capital Track  ~ Sponsored by CCFL

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

2:35 pm - 3:25 pm

Fraud Risk Management and Anti-Corruption Programs

Learn to develop and enhance your company’s fraud risk management and anti-corruption programs in today’s data-driven environment. Hear how to avoid common pitfalls and gain a better understanding of the safeguards that are recommended by regulators.
Jonathan Marks
, CPA.CITP, CFF, CGMA, CFE | Partner, Baker Tilly Virchow Krause, LLP
Ali Rampurawala, CPA | Manager, Forensic, Litigation & Valuation Services, Baker Tilly Virchow Krause, LLP

Technology Solutions / Advisory Services Track ~ Sponsored by CPA Charge

9:50 am - 10:40 am 
Business Fundamentals: Staying Out of Trouble With the IRS

Learn how to setup a small business – from properly classifying your employees to how to structure the business under the various tax filing designations. Using real-life case studies, understand what the IRS can, and will, do when individuals and businesses fail to set up and run their businesses properly.
Patrick Sheehan, JD |
Owner and President, IRS Trouble Solvers

10:50 am - 11:40 am
Personalizing Firm Technology to Live a Better Life

Hear how to implement a standardized set of technology applications to streamline your firm’s workflows, processes and operations to free up time for the things that matter most – helping your clients reach their goals.
David Bergstein, CPA.CITP, CGMA | Transformation Agent, Intuit

Sponsored by:

12:15 pm - 1:05 pm
Unlocking the Power of Data Analytics and Intelligent Automation

Transform your audit, tax, or advisory work by learning the importance of data curation, data modeling, and designing an analytically driven dashboard. Additionally, step into the world of intelligent automation, where organizations can weave together an array of technologies and data to build the intelligent organization of the future.
Peter J. Scavuzzo
, MS | Partner, Chief Information and Digital Officer, Marcum LLP

1:15 pm - 2:05 pm
Keep it Simple: Data Security and Third-Party Risk Management

Discuss the critical issues to consider when developing your information security plan and learn the simple steps to take when evaluating data security risks presented by third-party service providers.
Jamie Yoo
, CISA | Risk Control Con

2:35 pm – 3:25 pm
Nuts and Bolts of Cryptocurrency Taxation: Dealing with IRS Notices

Receive a high-level, non-technological history of blockchain and cryptocurrencies and learn about the taxation of common cryptocurrency transactions, including filing a Schedule 1 and successfully navigating tax notices CP2000, Letter 6173, Letter 6174 and Letter 6174-A. Plus, discover various tax planning opportunities.
Shehan Chandrasekera
, CPA | Head of Tax Strategy, CoinTracker


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