10:00 am - 10:50 am
Nuts and Bolts of Cryptocurrency Taxation
Understand the tax implications of investing in cryptocurrency, running a mining operation, and using it as a payment method. Learn about challenges in dealing with cryptocurrency clients and discover tax planning opportunities.
Shehan Chandrasekera, CPA Head of Tax Strategy | CoinTracker

11:00 am - 11:50 am
Transfer Pricing After Tax Reform
Hear practical insights on U.S. and international transfer pricing rules. Learn how to reduce transfer pricing risks through documentation and benchmarking studies. Plus, discover new tax and cash savings opportunities in a COVID-19 environment.
Alex Martin, MPP Principal | KBKG

12:50 pm - 1:40 pm
Flow-Through Hot Topics
Discuss recent legislative updates related to flow-through entities, including interest expense limitation under §163(j), carried interest under §1061, and much more.
Matthew Vertin, CPA, MST Director | Baker Tilly Virchow Krause, LLP

1:50 pm - 2:40 pm
Research and Development Tax Credit Fundamentals
Learn how to identify qualifying projects and review various methods to calculate the benefits. Plus, discuss key project implementation steps and tips to avoid common pitfalls along the way.
Michael Maroney, EA Director | KBKG

10:00 am - 10:50 am
2021 Auditing Update
The Auditing Standards Board released a new suite of standards resulting in the most comprehensive changes in over a decade. Hear how SAS 134 to SAS 140 are interrelated and affect private company and not-for-profit audits. Break down changes impacting employee benefit plan audits and other annual report information. Plus, understand the components of the new auditor report.
Leah Donti, CPA, CMA, MBA Founder and President | Advantage Montreal
Seminars Inc.

11:00 am - 11:50 am
Get Ready for the Lease Standard
The new lease standard for private companies and not-for-profits goes live in 2022. Discuss common practice issues companies are facing. Hear about lessons learned from public company adoption and receive best practice tips for implementation.
Leah Donti, CPA, CMA, MBA Founder and President | Advantage Montreal Seminars Inc.

12:50 pm - 1:40 pm
Digital Asset Accounting
Review current reporting practices for digital assets and hear best practices for signing devices and evaluating internal controls. Take a brief look at the top sources and the top three digital asset events that can impact financial statements.
Joshua Schmidt, Senior Blockchain Analyst | Marcum LLP

1:50 pm - 2:40 pm
Audit Documentation: Quality and the Questioning Mind
The true cost of quality can take time to be seen clearly. Look at the recent auditing guidance surrounding audit quality and consider examples where a lack of quality ended up costing firms.
Sean M. Kruskol, CPA, CGMA, MAcc, CFE Principal | Cornerstone Research

10:00 am - 10:50 am
Not-for-Profit Corporate Governance
Explore new not-for-profit corporate governance models and discuss how to keep them compliant with existing laws on fiduciary responsibilities and board oversight. Hear about common challenges organizations have faced and receive tips to address them.
Paula Goedert, JD Partner | Barnes & Thornburg LLP

11:00 am - 11:50 am
Mission Critical Leadership: How Smart Managers Lead Well in All Directions
While it is important to be a good boss, leadership is much more than that. Discover the importance of self-leadership as the starting point for leadership success and gain practical tips to lead well in all directions within your organization.
Jon Lokhorst, CPA, ACC Executive Leadership Coach | Lokhorst Consulting LLC

12:50 pm - 1:40 pm
Managing the Risks and Ethical Responsibilities of Benefit Plan Fraud in a COVID-19 Environment
Hear about various benefit plan fraud threats and discuss potential responses and ethical considerations for each scenario. Walk away with an action plan to anticipate and reduce fraud at your organization.
Gene Cahill, CPA, CFE, CFF Partner | Grant Thornton LLP
Wendy Garrett, Independence and Ethical Standards – Managing Director | Grant Thornton LLP

1:50 pm - 2:40 pm
Bye-Bye Bias: The Ethics of Creating a Bias-Free Workplace
Learn how to create a workplace culture that is sensitive, responsive, and welcoming. Identify implicit bias and micro-aggressions and discover resources to become an expert-level ally who champions professional equity.
Jamar Cobb-Dennard, JD Business Broker | Indiana Business Advisors

10:00 am - 10:50 am
One Simple Question to Spark Innovation and Growth
Learn to shift the threat of emerging technologies such as AI into opportunities by becoming more entrepreneurial and innovative than ever before. Understand how one simple question can help spark innovation and growth resulting in enhanced value to both your organization and your clients or customers.
Jon Lokhorst, CPA, ACC Executive Leadership Coach | Lokhorst Consulting LLC

11:00 am - 11:50 am
Advanced Strategies for Health Savings Accounts
Review the basics of Health Savings Accounts and understand how they are becoming a source of wealth accumulation rather than a spending account. Learn about advanced tax planning strategies you may be missing.
Kelley C. Long, CPA/PFS, CFP Owner | Kelley C. Long Consulting LLC

12:50 pm - 1:40 pm
Gender Parity in the Time of COVID
Attrition among women is at an all-time high. Discuss the impact that a small decline in female advancement may have on your organization’s future success. Hear how to be better allies and advocates and receive strategies for retaining and promoting women in a post-pandemic world.
JoAnna Simek, CPA, MST Partner | BKD CPAs & Advisors

1:50 pm - 2:40 pm
Helping You Be a Better Manager: The Importance of Documentation
The three most important things in the employment relations arena are “documentation, documentation, and documentation.” Discover the tools and confidence to effectively document employee interactions and issues to prevent problems and, if necessary, enhance your litigation position.
Jon Vegosen, JD Founding Member | Funkhouser Vegosen Liebman & Dunn Ltd.