Monday, June 9, 2025
8:00 AM – 11:30 AM PDT
ENG25101. Fingers on the Keyboard V2: Chat GPT, Copilot and AI Round Up (TCH, FIN, PFP, EDG, FMA)
Wesley Hartman
- Founder | Automata Practice DevelopmentJohn Higgins
- Strategic Technology Advisor | Higgins Advisory, LLCChris Ortega
- CEO | Fresh FP&ALearning Objectives:
- You will discover how to use these tools to automate tasks and processes.
- Help you to automate tasks, improve efficiency, and make better decisions with GenAI
- Teach you how to use these tools to achieve your professional goals.
- Designed for accounting and finance professionals who are interested in learning how to use ChatGPT and Gemini
8:00 AM – 11:30 AM PDT
EST25101. Basic estate planning techniques- SLAT, GRAT, dynasty trust, IDGT, ILIT, QPRT
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth ManagementRobert Keebler
- Partner | Keebler and Associates, LLPLearning Objectives:
- Understand the basics of common estate planning techniques.
- Take home a mathematical framework to help clients structure plans.
- Become collegially conversant in estate tax jargon.
- Blank
8:00 AM – 11:30 AM PDT
EST25102. Form 706 Preparation
Mary Kay Foss
- CPA | Mary Kay Foss CPADonita Joseph
- Partner | Windes, Inc.8:00 AM – 11:30 AM PDT
NAA25101. Quality Management Drill Downs
Jeanne Dee
- Partner | Anders CPA + AdvisorsMichael Brand
- Member | BMSS, LLCSherry Chesser
- Member | Landmark PLC, Certified Public Accountants8:00 AM – 11:30 AM PDT
PFP25101. Grow 4 Ways Business Workshop
Mackey McNeill
- Founder and CEO | Mackey AdvisorsLearning Objectives:
- Move from advisor/ technician to coach. As knowledge is commoditized by AI, CPAs need a new value proposition. Learning how to engage others and help them find their own answers is key.
- How to ask great questions. The results we get are from the choices we make. The choices we make are from the questions we ask. Come learn how to ask great questions. The kind that inspire others to achieve the best version of themself or their company.
- Bring fresh new growth ideas into your business. Discover the power of community to expand your thinking.
- Experience creativity in action. Consider how you might bring more creativity into your work and firm.
8:00 AM – 11:30 AM PDT
8:00 AM – 11:30 AM PDT
SOC25101. Defining a Scope: Best Practices for SOC Reporting and Engagement Boundaries
Chris Halterman
- Managing DirectorShelby Nelson
- Partner - SOC National Practice Leader | Frazier & Deeter, LLCJenny Trotta
- Principal | Plante Moran8:00 AM – 11:30 AM PDT
TAX25101. CPA's Guide to Shareholders Agreements and Funding Strategies
Paul Hood
- Paul Hood ServicesLee Slavutin
- Principal | Stern Slavutin 2, Inc.Learning Objectives:
- Learn how to structure a buy sell agreement
- Learn how the Connelly decision impacts buy sell agreements
- Learn how to fund buy sell agreements with life insurance
8:00 AM – 11:30 AM PDT
TAX25102. Loss Deductions Restrictions (At Risk Rules, Basis, PIGS and PALS)
Mark Mirsky
- Tax Partner | KRD1:00 PM – 2:30 PM PDT
2:30 PM – 3:45 PM PDT
4:15 PM – 5:05 PM PDT
Tuesday, June 10, 2025
8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
EDG2501. Own It! Create a Culture of Responsibility
Susan Stutzel
- Business Performance Coach | PartnersCoach, Inc.Learning Objectives:
- Understand the Importance of Ownership: Explore why taking ownership of tasks and responsibilities is crucial for personal growth and organizational success.
- Identify Barriers to Ownership: Recognize common obstacles that prevent individuals from fully embracing responsibility.
- Learn Strategies for Cultivating Ownership: Discover practical techniques to foster a culture where everyone feels accountable and empowered.
8:00 AM – 9:15 AM PDT
ENG2501. Tales, Tells, and Tails: A Robust Macro Economic and Policy Outlook (PFP, FIN)
John Tousley
- Managing Director | Goldman Sachs8:00 AM – 9:15 AM PDT
EST2501. Estate Planning Update
Andrew Katzenstein
- Partner | Proskauer Rose LLP8:00 AM – 9:15 AM PDT
FMA2501. Get the Most out Connections While Celebrating the Firm Manager
Jana Cinnamon
- Partner & Chief Operating Officer | Abdo, Eick & Meyers, LLPKim Fitzgerald
- Human Resource Business Partner | Aprio LLPDaniel Gregory
- Firm Administrator | JLK Rosenberger LLPKristine Latchaw
- Director of Administration | Maner Costerisan PC8:00 AM – 9:15 AM PDT
NAA2501. FASB Update
Susan Cosper
- Board Member | Financial Accounting Standards BoardJenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards Board8:00 AM – 9:15 AM PDT
NAA2502. Innovative Auditing: Integrating Emerging Technologies with Quality Management
Stephanie Cavadeas
- Partner | Wipfli LLPKevin McElgunn
- Audit Partner | Withum8:00 AM – 9:15 AM PDT
PRA2501. Transforming Business Model: Partner Comp Models
Jonyce Bullock
- CEO | Squire & Company,PCGary Thomson
- Managing Partner | Thomson Consulting, LLC8:00 AM – 9:15 AM PDT
PRA2502. Building a Client-Centric Practice:Strategies for Enhancing Client Relationships (merging with Starting Off Right: How to Improve the Client Experience Through Exceptional Onboarding)
Tal Ben Bassat
- COO/CFO | AnchorChris Hervochon
- Sole Member | Better NumbersKristen Keats
- Practice Owner | Sherwood Tax & AccountingBarbara Richardson
- CPA | SpringWell Financial Solutions8:00 AM – 9:15 AM PDT
SOC2501. SOC Graduation: Key Takeaways from the latest discussions in SOC School
Sean Linton
- Partner | EisnerAmper, LLPNeha Patel
- Executive Partner | Weaver & Tidwell LLP8:00 AM – 9:15 AM PDT
8:00 AM – 9:15 AM PDT
TCH2501. Tech Innovation Strategy -Success Story, Roadmap, Lessons Learned
Moe Asgharnia
- Chief Information Officer | BPMTodd Cooper
- Director, Channels | CPA.comTara Edwards
- Partner, Chief Transformation Officer | Cherry Bekaert Advisory LLCJim Gilbert
- Managing Principal | Jim Gilbert, CPA LLC9:30 AM – 10:45 AM PDT
DCPA2501. Sealing the Deal: Strategies for Positioning and Selling CAS in a Competitive Market
Ashley Doyen
- Manager, CAS Firm Strategy | CPA.comMiriam Kaplan
- Partner | WindessNicole Ksiazek
- Director, SIAP Strategy and Sales | Sage9:30 AM – 10:45 AM PDT
EDG2502. Brand You: Networking as a CPA
Nicole DeRosa
- Director of Tax and Brand Ambassador | SKC & Co CPA's LLC and UWorld AccountingMichael Maksymiw, Jr.
- Executive Director | Aprio LLPJessica McClain
- Chief Financial Officer | Girl Scouts Nation's CapitalLearning Objectives:
- Explain the significance of a brand and how it differentiates from a professional reputation.
- Gain insights to creating value-add relationships that expand your professional network and open doors to new opportunities.
- Explore techniques for effectively networking in-person and also by leveraging virtual platforms to further expand your reach.
9:30 AM – 10:45 AM PDT
ENG2502. SOC Report Evaluation 101: Helping CPAs to Properly Assess SOC 1 and 2 Reports (SOC, NAA)
Jeff Cook
- Managing Principal - SOC | Fortreum, LLCPaul Perry
- Member | Risk Advisory & Assurance Services | Warren Averett LLCLearning Objectives:
- Understand the Differences Between SOC 1 and SOC 2 Reports
- Understand and Evaluate the Key Components of SOC Reports
- Practical Application Best Practices for Assessing SOC Reports
9:30 AM – 10:45 AM PDT
EST2502. Taking a Practical Approach to the Adequate Disclosure Rules
Laura Hinson
- Managing Director | DeloittePatricia McGrenera
- Senior Manager | DeloitteLearning Objectives:
- Describe key attributes of the adequate disclosure rules under Treas. Reg. § 301.6501(c)-1 and their importance to the taxpayer and Form 709 preparer.
- Identify relevant practices to consider in your own gift tax preparation protocol
9:30 AM – 10:45 AM PDT
EST2503. The Basics of the Generation Skipping Tax
Beth Kaufman
- Partner | Lowenstein Sandler9:30 AM – 10:45 AM PDT
EST2504. Tax Issues That Arise When a Shareholder or Partner Dies
Michael Reeves
- Senior Tax Manager | RSM US LLPCarol Warley
- Partner | RSM US LLP9:30 AM – 10:45 AM PDT
FIN2501. Future of Finance
Barry Payne
- Director - External Relations, Management Accounting | AICPA & CIMA9:30 AM – 10:45 AM PDT
FMA2502. Retention / Recruitment
Jeremy Wortman
- Owner/Corporate Psychologist | HRD Initiatives9:30 AM – 10:45 AM PDT
NAA2503. PCC Forum
Susan Cosper
- Board Member | Financial Accounting Standards BoardDavid Finkelstein
- Director | SingerLewak LLPDavid Pesce
- Head of Surety | Munich Re Specialty InsuranceHillary Salo
- Vice Chair | FASBJere Shawver
- Chief Executive Officer | Baker Tilly US, LLPJenifer Wyss
- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards Board9:30 AM – 10:45 AM PDT
NAA2504. Common Sampling Challenges and Remedies
Lynford Graham
- Consultant and Educator | Lynford Graham CPALearning Objectives:
- 1. Demonstrate efficient sampling strategies and some impediments to efficient performance.
- 2. Illustrate how the Audit Risk Model can be used in strategy development and documenting support for your audit.
- 3. Illustrate effective vs ineffective documentation support.
9:30 AM – 10:45 AM PDT
9:30 AM – 10:45 AM PDT
PRA2503. Enhancing Firm Profitability
William Pirolli
- Executive Vice President of Firm Services | Succession Institute, LLCLearning Objectives:
- Participants will receive key insight into the drivers of todays most financially successful Firms
- Participants will have key takeaways that they can implement in their firms to enhance their Firm's Profitability
9:30 AM – 10:45 AM PDT
PRA2504. All aboard! Tips for successfully onboarding new clients
Sarah Ference
- Risk Control Director | CNADeborah Rood
- Risk Control Consulting Director | CNALearning Objectives:
- Recognize how onboarding can help reduce the risk of misunderstandings, miscommunications and misrepresentations.
- Identify potential on-boarding protocols and processes when bringing on a new client.
- Select on-boarding protocols and processes that are appropriate for your firm’s structure, areas of practice and client profile.
9:30 AM – 10:45 AM PDT
SOC2502. Understanding Emerging Risks and its Cross-Section to Third-Party Risk and SOC Reporting
Alexis Kennedy
- Partner | WeaverSean Linton
- Partner | EisnerAmper, LLPShelby Nelson
- Partner - SOC National Practice Leader | Frazier & Deeter, LLC9:30 AM – 10:45 AM PDT
TAX2502. Practical Tips for Working with Clients and The IRS in Everyday Tax Practice
Melissa Wiley
- Partner | Lowenstein Sandler LLP9:30 AM – 10:45 AM PDT
TAX2503. Determining the Tax Treatment of S Corporation Distributions
Tony Nitti
- Partner - National Tax | EY9:30 AM – 10:45 AM PDT
TAX2504. Real Estate Tax Update
Brian Lovett
- Partner | WithumLearning Objectives:
- Understand and apply new rulings and cases to client matters.
- Identify trends in real estate taxation
9:30 AM – 10:45 AM PDT
TCH2502. Seamless Data Journey: Mastering the Transition from Backend to Frontend Analytics
Bryan Geels
- Co-founder & Chief Innovator | Geels NortonJim Gilbert
- Managing Principal | Jim Gilbert, CPA LLCWesley Hartman
- Founder | Automata Practice DevelopmentLearning Objectives:
- Demystify essential technical terms and concepts needed to make your first API connections.
- Guide you through a live build where we'll connect to multiple APIs using Power Query.
- Demonstrate how to load this data into Power BI to create insightful and interactive dashboards.
9:30 AM – 10:45 AM PDT
TCH2503. What Keeps CIOs Up at Night?
Jim Bourke
- Managing Director Advisory Services | WithumSmith+BrownAmel Edmond
- Chief Information Officer | WithumJD Stotts
- CIO | Whitley PennAmanda Wilkie
- Consultant | Boomer Consulting, Inc.Learning Objectives:
- Understand what keeps CIOs up at nighht
- Understand common challenges shared by CIOs across the accounting profession
- Understand best practices for dealing with challenges
- Understand why it is important for CIOs to have a seat at the management table
11:00 AM – 11:50 AM PDT
ENG2503. Update on Charitable Planning Techniques (EST, TAX)
Ted Batson
- Partner/Tax Counsel | CapinCrouse LLPLearning Objectives:
- Identify planning techniques suitable for specific client fact patterns.
- Differentiate between techniques that are suitable for income tax planning vs. estate or gift tax planning.
- Recognize the rules that apply to different charity types and asset classes.
11:00 AM – 11:50 AM PDT
ENG2504. Recent Accountant’s Malpractice Decisions – Trends and What to Expect Going Forward (NAA, PRA)
Charles E. Jones
- Shareholder | Moss & BarnettJ Michael Reese
- Risk Control Consulting Director | CNALearning Objectives:
- Identify and distinguish underlying issues, fact patterns and liability arguments raised in recent accountant’s liability/malpractice court decisions.
- Identify current and evolving practice dynamics in CPA firms which may be affected by court cases involving accountant’s liability/malpractice.
- Recognize risk management strategies and how these strategies can help a CPA firm address its exposure to a future accountant’s liability/malpractice claim.
11:00 AM – 11:50 AM PDT
ENG2505. Unlocking Potential in Accounting Firms by Embracing Neurodiversity
Emma Ball
- COO | Jordan CPA ServicesAndrew Jordan
- President | Jordan CPA ServicesLearning Objectives:
- Identify ways to be successful leading neurodivergent talent on your team.
- Recognize the benefits of working with a broader range of humans.
11:00 AM – 11:50 AM PDT
EST2505. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
Laura Hinson
- Managing Director | DeloitteEileen Sherr
- Director - Tax Policy and Advocacy | AICPA & CIMACarol Warley
- Partner | RSM US LLPLearning Objectives:
- Identify planning areas and recommendations.
- Recognize estate and gift tax issues that affect your clients.
11:00 AM – 11:50 AM PDT
EST2506. Generation Skipping Tax Compliance Issues
Donita Joseph
- Partner | Windes, Inc.11:00 AM – 11:50 AM PDT
FIN2502. Proactive Audit Preparation: Strategies for Key Focus Areas in Advance of Your Next Audit
Stephanie Cavadeas
- Partner | Wipfli LLPGreg Newfield
- Audit Partner | Wipfli LLPLearning Objectives:
- Identify the key topics auditors will focus on in the next 1-3 years
- Analyze the implications of complex transactions on internal and external needs
- Evaluate the importance of verifying data accuracy and completeness before providing it to auditors
11:00 AM – 11:50 AM PDT
11:00 AM – 11:50 AM PDT
FMA2503. Techs, Trends and Disrupters
Roman Kepczyk
- Director of Firm Technology Strategy | Rightworks, LLC11:00 AM – 11:50 AM PDT
NAA2505. FAQ: Accounting & Financial Reporting
Thomas Groskopf
- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., LtdAndrew Merryman
- Senior Manager | AICPA & CIMA11:00 AM – 11:50 AM PDT
NAA2506. Peer Review Update
James Brackens, Jr.
- Vice President of Ethics and Practice Quality | AICPA & CIMADawn Brenner
- Managing Partner | Grant Bennett Associates11:00 AM – 11:50 AM PDT
11:00 AM – 11:50 AM PDT
PFP2503. Life Insurance in the Wild and Annuity Mysteries of the Deep
Leonard Wright
- Wealth Management Advisor | Northwestern Mutual11:00 AM – 11:50 AM PDT
PFP2504. What Your Clients Aren’t Telling You Can Hurt You (and Them)
Jean-Luc Bourdon
- Wealth Advisor | Lucent Wealth Planning, LLCKelley Long
- Financial coach | Financial Bliss with Kelley LongSridhar Ramamoorti
- Professor | University of Dayton School of Business Administration: Accounting11:00 AM – 11:50 AM PDT
PRA2505. Business Transformation
Sandy Johns
- Founder & CPA | Revolution Financial11:00 AM – 11:50 AM PDT
SOC2503. Chasing Perfection: Proactive QC Programs and Peer Review Preparedness Techniques for SOC Reports
Chris Kradjan
- Managing Partner | Moss Adams LLPPatrick Morin
- Principal - Information Systems and Risk Assurance | Baker Newman & NoyesLearning Objectives:
- Understand the key components of a QC program for SOC practices.
- Understand how the QC program is established and maintained, while also emphasizing the importance of assessing audit risk.
- Understand ways in which to design the program to reinforce expectations for engagement delivery and in anticipation of internal inspections and peer reviews.
11:00 AM – 11:50 AM PDT
TAX2505. International Tax Hot Topics
Chaya Siegfried
- Partner - International Tax Services | Roth&Co CPA11:00 AM – 11:50 AM PDT
TAX2506. What taxpayers need to know about disaster relief and casualty losses
Brandon Lagarde
- Partner | EisnerAmper11:00 AM – 11:50 AM PDT
TCH2504. Dark Side of AI: Intelligence without Wisdom is Dangerous
Steven Ursillo
- Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity | Cherry Bekaert11:00 AM – 11:50 AM PDT
TCH2505. Modernizing Your Privacy Governance Program
Rena Wamsley
- Director of Privacy | Fannie MaeLearning Objectives:
- Understanding the need for Privacy AI governance
- Key components of a Privacy AI governance framework
- Implementing Privacy AI governance policies and procedures, metrics and measurement
- How to stay up to date with AI governance practices and the regulatory environment
12:10 PM – 1:00 PM PDT
ENG25LL01. Leveraging CAS and SALT Expertise for Proactive Tax and Advisory Success
Mo Huda
- Senior Manager | Moss AdamsSuzy Soo
- VP SAP Business Development | Vertex Inc.2:30 PM – 3:45 PM PDT
DCPA2502. Transformation of Accounting Marketing: Boosting Your Firm in 2025
Colette Sharbaugh
- Vice President, Marketing & Communications | CPA.COMHolly Shier
- Chief Marketing Officer | RehmannRoman Villard
- Founder | Full Send2:30 PM – 3:45 PM PDT
2:30 PM – 3:45 PM PDT
EDG2503. First Year Partner: Moving Beyond Surviving to Thriving
Sarah Elliott
- Co-founder and Principal | Intend2Lead LLCBrian Kush
- Principal | Intend2LeadLearning Objectives:
- List 3 common challenges experienced by first year Partners
- List 3 strategies that can be utilized to better support new Partners through this challenging transition
2:30 PM – 3:45 PM PDT
ENG2506. IRA/Retirement Account Update (EST, TAX, PFP)
Jeffrey Levine
- Lead Financial Planning Nerd | Kitces.com2:30 PM – 3:45 PM PDT
ENG2507. Form 1041 training – types of trusts (grantor, simple, complex), basic trust concepts (TAI, DNI, TTI, IDD), and elections (EST, TAX)
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth Management2:30 PM – 3:45 PM PDT
ENG2508. Business Tax Update (TAX, FIN)
Annette Nellen
- Professor, MST Program Director | San Jose State UniversityLearning Objectives:
- Identify tax planning and compliance points from significant federal and state tax developments of the past year relevant to businesses.
- Identify due diligence actions highlighted by tax law developments for businesses of the past year.
2:30 PM – 3:45 PM PDT
ENG2535. Tech Update (TCH, FMA)
Randolph Johnston
- Founder | Network Management Group, Inc.Brian Tankersley
- Director, Strategic Relationships | K2 Enterprises, LLCLearning Objectives:
- Identify three technology trends that will impact the accounting profession
- Select hardware and software that meets your practice's strategic and tactical needs
- Use one or more tools to analyze and extract meaningful information from complex license agreements
2:30 PM – 3:45 PM PDT
EST2507. IRS Update and Dialogue on 706 and 709
Bryanne Dare - Invited
- Senior Estate & Gift Tax Policy Legal Specialist | IRSLaura Hinson
- Managing Director | Deloitte2:30 PM – 3:45 PM PDT
FIN2504. The Unshakeable Leader: How to Balance Change, Team Morale, and Your Sanity
Michael Burns
- Director of Controlling | Covestro LLCWassia Kamon
- Chief Financial Officer | Access to Capital for Entrepreneurs (ACE)Kristine Lemanski
- CFO | AssuredPartners AerospaceRob Teis
- Director of Finance | Gun Lake Tribe2:30 PM – 3:45 PM PDT
FMA2504. Studio Exchange 1
2:30 PM – 3:45 PM PDT
NAA2507. Alternative Accounting Frameworks
Jeremy Dillard
- Technical Standards Partner | SingerLewak LLPJulie Killian
- Audit Principal | RehmannLearning Objectives:
- The attendees will understand the differences between special purpose frameworks.
- The attendees will understand the reporting requirements in AICPA Professional Standards when financial statements are prepared in accordance with a special purpose framework.
- The attendees will be aware of the common peer review findings for special purpose frameworks.
2:30 PM – 3:45 PM PDT
NAA2508. Fraud (Exposure Draft)
Linda Delahanty
- Senior Manager | AICPAHeather Funsch
- Principal | Rehmann2:30 PM – 3:45 PM PDT
NAA2509. AI-Driven Audit Dynamics: Navigating the Standards in a New Era
Carrie Kostelec
- Senior Manager - SOC & Related Services | AICPA & CIMADanielle Supkis Cheek
- VP, Head of Analytics and AI | Caseware International2:30 PM – 3:45 PM PDT
PFP2505. The Retirement Blueprint: Crucial Decisions Before and After the Big Day
David Frisch
- President | Frisch Financial Group, Inc.Melissa Linn
- SVP, Senior Wealth Planning Strategist | Comerica Wealth ManagementPaula McMillan
- Wealth Advisor | Stearns Financial GroupOscar Vives
- Executive Financial Planner | Sensible MoneyLearning Objectives:
- How do clients define success in retirement?
- Understand the emotional aspects of retirement and develop strategies to maintain purpose and connections.
- Identify and prioritize key financial decisions to be made in the years leading up to retirement, including optimal timing for Social Security benefits, healthcare coverage strategies, and integrating investments.
- Financial monitoring to keep clients on track post-retirement. (Monitoring cash flow and budgeting; short, mid, and long-term goals; common concerns)
2:30 PM – 3:45 PM PDT
2:30 PM – 3:45 PM PDT
2:30 PM – 3:45 PM PDT
PRA2506. Latest Trends and Opportunities in CPA Firm M&A and Private Equity
Allan Koltin
- CEO | Koltin Consulting GroupLearning Objectives:
- To learn about current trends in CPA firm M&A.
- To learn about current trends in Private Equity's involvement in the accounting profession.
2:30 PM – 3:45 PM PDT
SOC2504. The Pivotal Role of SOC: Ensuring Success from Risk and Compliance Leaders
Audrey Katcher
- Partner | RubinBrown, LLPShelby Nelson
- Partner - SOC National Practice Leader | Frazier & Deeter, LLCPaul Perry
- Member | Risk Advisory & Assurance Services | Warren Averett LLC2:30 PM – 3:45 PM PDT
TCH2506. Growing and Cross-Selling a Cyber Practice
Jim Bourke
- Managing Director Advisory Services | WithumSmith+BrownEdward Keck
- Cyber Security Lead | WithumRoman Kepczyk
- Director of Firm Technology Strategy | Rightworks, LLCNick Norton
- Co-Founder & Chief Visionary | Geels NortonLearning Objectives:
- Understand how to start a cyber practice
- Understand how to grow a cyber practice
- Understand techniques used by audit teams to cross sell cyber services.
- Understand techniques used by tax teams to cross sell cyber services.
4:00 PM – 4:50 PM PDT
DCPA2503. Launching FP&A Advisory Services: A Strategic Playbook
Chris Gallo
- Partner/Director of Business Accounting Services | Creative Planning Business ServicesMike Triantos
- VP Sales and Marketing | Jirav4:00 PM – 4:50 PM PDT
DEI2503. Belonging - Are you at the table or on the menu?
Dave Kersting
- Owner | CapovarioBrian Streig
- CPA, Director | Calhoun, Thomson + Matza, LLPLearning Objectives:
- Identify and Understand Exclusion Mechanisms: Participants will be able to identify how current DEI initiatives may unintentionally exclude gay men and other LGBTQ+ individuals by focusing predominantly on gender, racial issues, and other aspects of marginalized communities. They will gain an understanding of Intersectionality, Internal Bias, and Majority Privilege and how they play in this exclusion.
- Develop and Implement Inclusive DEI Strategies: Participants will learn actionable strategies to broaden their DEI efforts to be more inclusive of all minority groups, including the LGBTQ+ community. They will also leave with practical tools and approaches to create a more supportive and equitable workplace for the LGBTQ+ community.
- Participants will learn from our stories and experiences and gain tips on how to navigate communicating with coworkers and clients who are in the LGBTQ+ community.
4:00 PM – 4:50 PM PDT
EDG2504. What's the Point in Communication?
Lauren Aldrich
- Senior Finance Manager | JMP Statistical Discovery LLCLearning Objectives:
- Learn how to communicate in a way that inspires confidence in your abilities.
- Learn the value of saying less and leave them wanting more.
- Identify the ways you are unknowingly sabotaging yourself.
- Gain greater self-awareness and tips for continuous improvement.
4:00 PM – 4:50 PM PDT
ENG2509. Washington Update (TAX, EST)
Mark Peterson
- Executive Vice President, Advocacy | AICPA4:00 PM – 4:50 PM PDT
ENG2510. Practical Steps for Firms to Build a Culture of Development
Jaclyn Badeau
- President | Badeau Consulting, LLCJason Deshayes
- Chief Executive Officer | Cook WealthLearning Objectives:
- Participants will be able to identify and implement key strategies to foster a culture of development within their firm, including creating personalized development plans for staff, empowering employees with ownership of their growth, and establishing a mindset that encourages continuous learning and leadership development.
- Participants will gain practical tools and frameworks for delegating responsibilities, fostering critical thinking, and coaching staff at early stages of their careers, enabling them to build skills, take on leadership roles, and contribute to process improvement and client success within the firm.
4:00 PM – 4:50 PM PDT
FIN2505. Navigating ESG: Strategic Approaches to Compliance and Value Creation
Matt Pelton
- Audit & Assurance Managing Director | Deloitte & Touche LLPKenneth Witt
- Associate Technical Director, MA R&D | AICPA & CIMALearning Objectives:
- Identify the key regulatory and reporting requirements for ESG, including their applicability and timing.
- Evaluate the implications of requirements on your own company, and companies in your ecosystem, as well as data requirements that can support effective ESG reporting and assurance readiness.
- Develop strategies to navigate the ESG landscape, preparing for compliance and leveraging ESG initiatives for potential organizational benefits and enterprise value creation.
4:00 PM – 4:50 PM PDT
FIN2506. The Strategic Communicator: Influencing Executive Decision Making
Liz Barhydt
- CFO, Pardon/ CEO, She Speaks Numbers | She Speaks Numbers4:00 PM – 4:50 PM PDT
FMA2505. Elevate Your Focus: Defeat Distractions for Peak Performance
Marcey Rader
- Productivity Speaker | RaderCo4:00 PM – 4:50 PM PDT
NAA2510. FAQ: Audits, Reviews, Compilations
Thomas Groskopf
- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., LtdAndrew Merryman
- Senior Manager | AICPA & CIMA4:00 PM – 4:50 PM PDT
NAA2511. Understanding Required Income Tax Disclosures and How to Gain Assurance Over Their Accuracy
Brian Simpson
- Principal | Baker Tilly4:00 PM – 4:50 PM PDT
NAA2512. Creating Your Change Management Strategy for Audit Transformation
Will Hill
- Owner | Will Hill Consults, LLCJessie Kanter
- Partner-in-Charge of Methodology & Innovations | Citrin CoopermanLearning Objectives:
- Understand the role of a communication plan through a transformation project.
- Identify effective metrics to track, and goal ranges.
- Create the structure so the transformation leader is not the bottle neck in the transformation process.
4:00 PM – 4:50 PM PDT
PFP2508. Navigating Health Care Before Age 65
Kelley Long
- Financial coach | Financial Bliss with Kelley LongLearning Objectives:
- Identify which health insurance options are available for early retirees
- Choose savings options that offer the most flexibility for funding healthcare costs
- Compare strategies to keep total costs down based on clients' individual circumstances
4:00 PM – 4:50 PM PDT
4:00 PM – 4:50 PM PDT
PFP2510. Morningstar: The Future of Lifetime Financial Advice; Morningstar: Latest Research
Thomas Idzorek
- Chief Investment Officer, Retirement | morningstarLearning Objectives:
- A basic understanding of lifecycle finance and the financial planning questions it answers.
- Awareness that Markowitz's mean-variance optimization approach has been expanded to become holistic household balance sheet optimization, with the ability to simultaneously determine target asset allocations for taxable, tax-deferred, and tax-exempt account types.
- A basis understanding of the alpha-tracking error optimization framework for implementing a target asset asset allocation with a mix of mutual funds and ETFs.
- Understand at a high level, how lifecycle finance, net worth balance sheet optimization, and alpha-tracking error can work in unison to provide hyper-personalized, ongoing financial planning with integrated investment management.
4:00 PM – 4:50 PM PDT
PFP2511. Guiding Clients Through Investments: No Expertise Required
David Frisch
- President | Frisch Financial Group, Inc.Melissa Linn
- SVP, Senior Wealth Planning Strategist | Comerica Wealth ManagementLearning Objectives:
- Why you should ask about your client’s investments even if you don’t provide "investment advice”.
- Participants will develop skills in asking open-ended questions to uncover clients' financial goals, risk tolerance, and investment preferences, which will help them guide discussions and refer clients to experts as needed.
- How to use the tax return to help shape investment decisions with investment advisors.
- Attendees will gain a foundational understanding of how investments fit into the broader context of clients' financial plan, including retirement, tax planning, and wealth accumulation.
4:00 PM – 4:50 PM PDT
PRA2507. The Messy Middle - Mastering Transition from Growth to Scale
Barbara Richardson
- CPA | SpringWell Financial Solutions4:00 PM – 4:50 PM PDT
SOC2505. SOC Trivia Battle: Conquering Engagement Obstacles
Angela Appleby
- Partner | Plante MoranNeha Patel
- Executive Partner | Weaver & Tidwell LLPPaul Perry
- Member | Risk Advisory & Assurance Services | Warren Averett LLCLearning Objectives:
- Identify Common Obstacles in SOC Engagements
- Develop Strategies to Overcome Engagement Obstacles
- Enhance SOC Report Evaluation Skills
- Have Fun!
4:00 PM – 4:50 PM PDT
TCH2507. Impacts of the SEC Cyber Disclosure Rule
Ben Hunter III
- Principal | UHY LLPLearning Objectives:
- SEC Cyber disclosure rule requirements of public companies.
- Materiality regarding cyber incidents.
- The information investors are learning from the cyber disclosures.
4:00 PM – 4:50 PM PDT
TCH2508. Leveraging Technology to Attract Top Talent in Accounting
Arianna Campbell
- Shareholder, COO | Boomer Consulting, Inc.Amy Vetter
- CEO | The B3 Method InstituteLearning Objectives:
- Outdated processes and inefficient technology on employee frustration and burnout, emphasizing the transformative potential of new and improved technologies for streamlining business processes and creating capacity.
- Navigating the delicate balance between technological evolution and the professional growth and development of the team.
- Aligning these changes to result in heightened engagement, satisfaction, and ultimately, increased retention.
Wednesday, June 11, 2025
9:00 AM – 9:50 AM PDT
DCPA2504. Transformative Advisory: Building Trust and Driving Results
Kristine Lemanski
- CFO | AssuredPartners AerospaceDixie McCurley
- Partner, Outsourcing & Resource Solutions | Cherry Bekaert Advisory LLCKalil Merhib
- Executive Vice President, Growth & Professional Services | CPA.com9:00 AM – 9:50 AM PDT
DEI2504. How Diversity, Equity, and Inclusion Became Critical Components of GRF’s Business Success
Crystal Cooke
- Director - Diversity & Inslusion | AICPA & CIMATrevor Williams
- Partner | GRF CPAs and AdvisorsLearning Objectives:
- Identify ways to advance diversity, demonstrate equity and create a culture of inclusion in the workplace.
- Demonstrate strategies for tying DEI efforts to business outcomes
- Recognize how the right DEI initiatives can fuel your business growth
9:00 AM – 9:50 AM PDT
ENG2511. Proposed Partnership Basis Regs (TAX, EST)
Brian Lovett
- Partner | Withum9:00 AM – 9:50 AM PDT
ENG2512. Permission to be Human (TCH, EDG, FIN)
MaryBeth Hyland
- SparkVisionLearning Objectives:
- Understand the Role of Emotional Intelligence in the Evolving Workplace- Discover why emotional intelligence is becoming a non-negotiable skill as AI takes over technical tasks, and how it can give accounting and financial professionals a competitive edge.
- Learn Strategies to Recruit and Retain Top Talent - Explore actionable techniques to attract and retain high-performing teams by leveraging emotional intelligence and fostering a culture that prioritizes human connection.
9:00 AM – 9:50 AM PDT
EST2508. Risk Mitigations Strategies for the Successor Trustee or... war stories of an expert witness.
Josh Yager
- Managing Partner | Anodos LawLearning Objectives:
- Identify key risk areas for the successor trustee.
- Rules of thumb re trustee compensation.
- The annual account is not a court accounting.
- UPIA matters: Manager Selection, Delegation and Monitoring.
9:00 AM – 9:50 AM PDT
EST2509. Basis Consistency Regulations Update
Laura Hinson
- Managing Director | DeloittePatricia McGrenera
- Senior Manager | Deloitte9:00 AM – 9:50 AM PDT
FMA2506. Courageous Conversations: Clear is Kind
Natalie Johnson
- Co-Founder | Vidl Work9:00 AM – 9:50 AM PDT
NAA2513. AICPA Update
Susan Coffey
- Chief Executive Officer - Public Accounting | AICPA & CIMA9:00 AM – 9:50 AM PDT
PFP2512. Building Bulletproof Retirement Income Plans
Oscar Vives
- Executive Financial Planner | Sensible Money9:00 AM – 9:50 AM PDT
9:00 AM – 9:50 AM PDT
9:00 AM – 9:50 AM PDT
PRA2508. Building a Future-Ready CAS Practice + Innovative Metrics for Measuring CAS Performance
Sharon Berman
- Principal | RehmannAmy Bridges
- Senior Manager, Professional Services | CPA.comVeronica Sims
- Principal | Varney & Associates, CPAs, LLCLearning Objectives:
- Know that the future of CAS is built on the efficiencies gained from technology and standardizations.
- Consider alternative metrics for defining CAS success, such as net client fees per professional, annual client revenue, and staff and client satisfaction.
- Understand the spectrum of services available under the CAS umbrella, and look for opportunities to generate revenue and add value by offering more business insights level services.
9:00 AM – 9:50 AM PDT
PRA2509. The Art of Alignment - Balancing Your Firm, Your Team, Your Clients, and Yourself
Twyla Verhelst
- Head of Accounting Partnerships | (update coming soon)Learning Objectives:
- Unveil the Impact: Explore how misalignment leads to team dissatisfaction and client attrition, and discover the health and financial implications.
- Recognize the Signs: Learn to identify subtle cues indicating misalignment within your firm, team, client base, and even yourself.
- Strategies for Success: Gain actionable insights on how to align your firm’s values, synchronize team objectives, enhance client satisfaction, and foster personal fulfillment as a business owner.
9:00 AM – 9:50 AM PDT
SOC2506. Future-Proofing SOC Examinations: Integrating AI and Emerging Practices
Chris Halterman
- Managing DirectorCarrie Kostelec
- Senior Manager - SOC & Related Services | AICPA & CIMA9:00 AM – 9:50 AM PDT
TAX2507. Data Security and IRS
Catharine Drake Madeley
- Certified Public Accountant | Salling Madeley, PLLCTerry Lemons
- Communications & Liaison Chief | IRSLearning Objectives:
- Gain practical tools and actionable strategies to recognize, prevent, and respond to the most common cybersecurity threats targeting tax professionals, including phishing, ransomware and email scams.
- Learn the step-by-step process to identify a data breach, contain the damage, notify clients and comply with IRS regulations and data security laws, ensuring minimal disruption to your practice.
- Master cyber hygiene best practices and implement safeguards to protect sensitive client data, fortify your reputation and future-proof your practice against evolving threats.
9:00 AM – 9:50 AM PDT
TAX2508. Tax Exempt Organizations, Charities and Nonprofits update
Jane Searing
- Managing Director | Deloitte Tax LLP, Global Center for Excellence in PhilanthropyLearning Objectives:
- Learners will gain an understanding of the different tax benefits gained by type of asset donated to different types of entities.
- Learners will appreciate the importance of proper donor acknowledgment and qualified appraisals
- Learners will gain an understanding of different charitable vehicles
- Learners will gain a basic understanding of private foundation prohibitions when dealing with disqualified persons.
10:05 AM – 11:20 AM PDT
DCPA2505. Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results
Richard Corn
- Sr. Product Manager | DivvyJohn Delalio
- Partner | EisnerAmperAshley Doyen
- Manager, CAS Firm Strategy | CPA.com10:05 AM – 11:20 AM PDT
DEI2505. Empowering Leadership: Developing Visionary Leaders in the Accounting Profession
Kendra LaFleur
- Director | Forvis MazarsAlexis Weber
- Senior Manager - Emerging Professionals | AICPA & CIMALearning Objectives:
- LO1: Identify strategies that can be used to obtain and retain top talent within the accounting profession while navigating barriers faced by our rising talent.
- LO2: Identify your current style of leadership and determine how that relates to you taking on the role of a servant leader.
- LO3: Recognize leadership traits that are imperative to creating an inclusive work environment and people first culture.
- LO4: Identify a list of actions that a servant leader takes to support their team members and reminders in how to change your mindset and current leadership style to be a true servant leader.
10:05 AM – 11:20 AM PDT
EDG2505. Mistakes Were Made: Addressing Common Leadership Failings in Accounting Firms
Michael Meihaus
- Owner | Meihaus CPA, PC10:05 AM – 11:20 AM PDT
ENG2513. Last Minute Financial Planning Prior to TCJA Sunset 2025; Planning For Sunset Without Bankrupting Your Client; 5 Tactical Strategies to Save Your Income After 2025 (PFP, EST, TAX)
Robert Keebler
- Partner | Keebler and Associates, LLPLearning Objectives:
- The core mathematics of the estate tax and income tax at death/gift.
- The dilemma facing a person undertaking estate planning with $5-15M of accumulated wealth.
- Solutions to minimize taxation at death while retaining financial security.
- Blank
10:05 AM – 11:20 AM PDT
10:05 AM – 11:20 AM PDT
ENG2515. Auditing within Microsoft Azure and/or Google Cloud Platform (SOC, TCH)
Jeff Cook
- Managing Principal - SOC | Fortreum, LLCSteven Ursillo
- Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity | Cherry Bekaert10:05 AM – 11:20 AM PDT
EST2510. Speed Round- Forms 706, 709, 1041 your questions answered!
Stephen Bigge
- Partner | Keebler & Associates, LLPMary Kay Foss
- CPA | Mary Kay Foss CPALaura Hinson
- Managing Director | DeloitteDonita Joseph
- Partner | Windes, Inc.10:05 AM – 11:20 AM PDT
EST2511. Grantor Trust Compliance: More Issues Than You Think
Carl Fiore
- Managing Director | Andersen LLCPaige Goepfert
- Managing Director | Andersen10:05 AM – 11:20 AM PDT
FIN2507. Automating Accounting Processes with Power Query and Power BI
Justin Mannhardt
- Chief Customer Officer | P3 AdaptiveLearning Objectives:
- Understand the Basics of Power Query and Power BI Gain an introduction to these powerful tools and see how they simplify data preparation and visualization for accounting tasks.
- Explore Data Transformation with Power Query Watch a live demonstration of how Power Query cleans, merges, and organizes financial data from multiple sources in minutes.
- Create Interactive Dashboards in Power BI Learn how to build real-time dashboards that turn raw accounting data into clear, actionable insights.
- See Automation in Action for Accounting Workflows Discover how Power Query and Power BI work together to replace repetitive manual processes, saving time and improving accuracy.
10:05 AM – 11:20 AM PDT
FMA2507. The Accounting Profession is at an Inflection Point: What You Need to Know to Help Lead Successful CPA Firms in the Future
Michael Horwitz
- Executive Director, BDO Alliance USA | BDO10:05 AM – 11:20 AM PDT
NAA2514. ASB/ARSC Update
Chair of the ASB
- To Be Announced | To Be AnnouncedJennifer Burns
- Chief Auditor | AICPA & CIMAMichael Westervelt
- Principal - National Assurance, Construction | CLALearning Objectives:
- Recognize currently effective standards and current standard setting activities
- Identify available resources
10:05 AM – 11:20 AM PDT
NAA2515. Complicated GAAP Measurement Issues
Scott Ehrlich
- President | Mind the GAAP, LLCKeith Peterka
- Partner | Anchin10:05 AM – 11:20 AM PDT
PFP2515. To Be Announced - PFP
Michael Finke
- Professor, Frank M. Engle Chair of Economic Security Research | The American College of Financial Services10:05 AM – 11:20 AM PDT
PFP2516. Compassionate Care and Critical Choices: Navigating Financial and Non-Financial Decisions for End-of-Life Planning
David Frisch
- President | Frisch Financial Group, Inc.Melissa Linn
- SVP, Senior Wealth Planning Strategist | Comerica Wealth ManagementLearning Objectives:
- What are the financial and non-financial considerations in end-of-life planning?
- What is the difference in Palliative Care and Hospice and what questions should you ask?
- Develop Strategies for Communicating Financial and Non-Financial Options with Loved Ones and Families.
- Financial/Estate preparation in the month(s)/year(s) prior to and after a person has passed.
10:05 AM – 11:20 AM PDT
PRA2510. Innovative Hiring: Tapping into Nontraditional Talent Pools
Tosha Anderson
- Founder + Managing Partner | The Charity CFOVincent Howard
- Managing Partner | Howard, Howard and HodgesLearning Objectives:
- Provide guidance on searching outside the traditional channels for recruitment.
- Developing a system for onboarding this non-traditional talent.
10:05 AM – 11:20 AM PDT
TAX2509. Escaping the high-tax blues: How to effectively change your residence from a high-tax state to a low- or no-tax state.
Mike Grim
- Director | Cherry Bekaert Advisory LLCMark Klein
- Partner/Chairman Emeritus | Hodgson Russ LLPLearning Objectives:
- 1. To understand what it takes to get a state to accept a taxpayer’s change of residence.
- 2. To appreciate the tax implications of moving to a low- or no- tax state.
- 3. To identify certain traps for the unwary.
10:05 AM – 11:20 AM PDT
TAX2510. Pre-Liquidity Tax Planning for the Sale of a Business
Justin Miller
- Partner and National Director of Wealth Planning | Evercore Wealth ManagementLearning Objectives:
- Learn how implementing trust and estate planning strategies in advance of a business sale can reduce gift, estate, and generation-skipping transfer taxes.
- Identify planning opportunities prior to a liquidity event to maximize the available Section 1202 qualified small business stock (QSBS) exclusion.
- Understand the potential benefits and limitations of various charitable planning strategies before a closing transaction is a virtual certainty.
10:05 AM – 11:20 AM PDT
TCH2509. Empowering CPAs with PowerBI: From Data Extraction to Actionable Analytics
Bryan Geels
- Co-founder & Chief Innovator | Geels NortonJames Miller
- M&A | Vital Records ControlLearning Objectives:
- Understand the Fundamentals of Data Extraction: Learn how to efficiently gather and organize client data from various systems to prepare for analysis.
- Master Data Modeling Techniques: Explore best practices for designing data models that meet audit requirements and ensure accuracy.
- Create Insightful Reports and Analytics: Discover how to use PowerBI to build interactive dashboards and reports that add value to the analysis process.
- Enhance Efficiency and Insights: Understand how data analytics and visualization can streamline workflows and identify key insights.
11:30 AM – 12:20 PM PDT
ENG25LL06. Branding Strategies for Accounting Firms to Innovate and Thrive in a Competitive Market
Christopher Cromer
- Director of Operations | CPA.comBrian Davis
- CEO | One Stop CPA1:30 PM – 2:45 PM PDT
ENG2516. Employer Strategies to Build the Accounting Pipeline (PRA, EDG, FMA)
Jennifer Wilson
- Co-founder and Partner | ConvergenceCoaching, LLC1:30 PM – 2:45 PM PDT
ENG2517. Laying the Foundation: Essential Steps to Start Your CPA Firm (EDG, PRAC)
Michael Meihaus
- Owner | Meihaus CPA, PCRenee Prince
- President | Renee Prince, CPA, PCVictoria Thayer
- Founder & CEO | Novii CPALearning Objectives:
- Understand the critical components of developing a comprehensive business plan for a new CPA firm.
- Learn the process of selecting the appropriate business structure that aligns with your firm’s goals and legal requirements.
- Identify the necessary licenses and certifications required to establish a CPA firm and ensure compliance with regulatory standards.
1:30 PM – 2:45 PM PDT
ENG2518. Managing Technology Vendor Relationships (TCH, SOC)
Jose Antunes
- Chief Utilization Officer | WithumJim Bourke
- Managing Director Advisory Services | WithumSmith+BrownJerry Leever
- CIO | GHJ AdvisorsJD Stotts
- CIO | Whitley PennLearning Objectives:
- Understand how to manage a technology vendor relationship
- Understand best practices around technology vendor contract negotiations
- Understand best practices around dealing with conflict in technology vendor relationships
- Understand how to deal with technology vendor relationships that have become challenging.
1:30 PM – 2:45 PM PDT
EST2512. Post-Mortem Tax Elections
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth ManagementNatalie Perry
- Partner | Harrison LLP1:30 PM – 2:45 PM PDT
EST2513. Tax Affecting & Other Valuation Issues
John Prokey
- Partner | Ramsbacher Prokey Leonard LLP1:30 PM – 2:45 PM PDT
FIN2508. The Value of Information: Creating Accurate Financial Forecasts
Carl Seidman
- Principal | Seidman FinancialLearning Objectives:
- Identify key elements of high-quality financial data and understand how to ensure data integrity for forecasting purposes.
- Evaluate and select appropriate financial and operational drivers to improve forecast accuracy and relevance.
- Develop clear and actionable forecasts that support strategic decision-making and communicate insights effectively to stakeholders.
- Apply scenario planning techniques to anticipate risks, opportunities, and the impact of external factors on financial outcomes.
1:30 PM – 2:45 PM PDT
FIN2509. Digitalization of the Finance Function for All Organizations – Size and Scale Do Not Matter
Jasmine Casale
- VP-Global Head of Finance Transformation | Formerly Coca-ColaJanice Stucke
- CFO and Foundation Treasurer | CREW Network1:30 PM – 2:45 PM PDT
FMA2508. Studio Exchange 2
1:30 PM – 2:45 PM PDT
NAA2516. Getting the GAAP Right in Restructurings
Scott Ehrlich
- President | Mind the GAAP, LLC1:30 PM – 2:45 PM PDT
NAA2517. Revenue Recognition Accounting and Auditing - Expanded Discussion
Thomas Groskopf
- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., LtdLynford Graham
- Consultant and Educator | Lynford Graham CPALearning Objectives:
- 1 Learn about common recognition and measurement risks related to revenue recognition for private companies.
- 2. Illustrate the various audit strategies and their impact on auditing Revenue.
- 3. Demonstrate how industry and entity revenue recognition differences require strategy modifications
1:30 PM – 2:45 PM PDT
NAA2518. Going Concern
Brian Wilson
- Director - Audit and Attest | AICPA & CIMALaura Schuetze
- Partner - Assurance Quality & Risk | Grant Thornton LLPLearning Objectives:
- Attendees will understand the recent changes to auditing standards related to going concern.
- Attendees will understand how to use technology when performing procedures related to going concern.
1:30 PM – 2:45 PM PDT
PFP2517. Navigating Medicare: Essential Insights and Updates
Paula McMillan
- Wealth Advisor | Stearns Financial GroupOscar Vives
- Executive Financial Planner | Sensible MoneyJimmy Williams
- CEO and Senior Wealth Advisor | Compass Capital Management, LLCLearning Objectives:
- Understanding the two primary pathways into Medicare: traditional Medicare with Part D and Medicare Advantage plans to make a more informed decision.
- Understanding critical decisions to be made within the two primary pathways, identifying potential risks and opportunities within them, relative to the individual..
- Understanding the costs associated with healthcare in retirement to better plan for them, including what is covered and not covered under Medicare.
1:30 PM – 2:45 PM PDT
PFP2518. Decoding Trusts and Operating Agreements: Unlocking Opportunities in Personal Financial Planning
Thomas Tillery
- Vice President/Chief Compliance Officer | Paraklete Financial, Inc.®1:30 PM – 2:45 PM PDT
PFP2519. A New and More Intuitive Way to Invest in Retirement: Dedicated Portfolios
Stephen Huxley
- Managing Director, Research, and Founding Partner | Asset Dedication1:30 PM – 2:45 PM PDT
1:30 PM – 2:45 PM PDT
TAX2512. When a Client Dies: Advising the Family on Tax and Financial Issues Involved in the Administration of the Estate
Martin Finn
- Partner | Rowlands, LeBrou & Griesmer, PLLCLearning Objectives:
- Understand the tax and financial planning issues involved in the administration of a client's estate.
- Understand the tax compliance issues faced in the administration of an estate.
- Understand how the CPA can provide value to the family in the administration of a client's estate.
1:30 PM – 2:45 PM PDT
TAX2513. Representing Clients in Tax Controversy: When to Call Saul
Melissa Wiley
- Partner | Lowenstein Sandler LLPLearning Objectives:
- Distinguish the aspects of tax dispute resolution that may be performed by a non-attorney tax professional from those that require a lawyer.
- Understand when involving a lawyer may be necessary to protect your client's rights.
1:30 PM – 2:45 PM PDT
3:00 PM – 4:15 PM PDT
DCPA2506. Crafting a Winning HR Advisory Firm Strategy
Leslie Bolton
- National Director, Accountant Channel Strategy | Paychex, Inc3:00 PM – 4:15 PM PDT
EDG2506. Thriving Amidst Technological Advances: The Power of 5 Key Leadership Skills
Jaclyn Badeau
- President | Badeau Consulting, LLCJessica McClain
- Chief Financial Officer | Girl Scouts Nation's CapitalLearning Objectives:
- Gain insight into how AI, automation, and tools like ChatGPT are transforming the accounting profession and why human skills are more important than ever.
- Understand the 5 leadership skills that will have a positive impact on your career and trajectory in the world of technological advances.
- Learn strategies to continuously develop, harness, and integrate the essential human skills of critical thinking, creativity, empathy, strategic vision, and interpersonal relationships to stay competitive and succeed in the evolving business landscape.
3:00 PM – 4:15 PM PDT
ENG2519. Navigating the Financial Maze of Gray Divorce: Tax Implications and Planning Strategies for CPAs (PFP, TAX)
David Stolz
- Consultant | Stolz and AssociatesPaula McMillan
- Wealth Advisor | Stearns Financial GroupLearning Objectives:
- Gain insights into the unique financial and emotional challenges faced by individuals divorcing after 50, enabling them to effectively address the specific priorities and concerns of gray divorce clients.
- Learn advanced techniques for equitable distribution of assets and understanding tax implications, including Social Security considerations and community property laws, to minimize tax burdens for their clients.
- Learn best practices for comprehensive financial assessment and strategic planning in gray divorce, focusing on critical decisions regarding asset retention, healthcare planning, and fostering collaboration with legal professionals.
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
ENG2521. Estate Planning for the 99% of Us (TAX, EST)
Karly Laughlin
- Director | Belfint, Lyons & Shuman, P.A.Jordon Rosen
- Director (Retired) | BLS CPALearning Objectives:
- Understanding the numerous reasons why planning is critical for those with estates under $13 million and how planning could be impacted under the new administration.
- Understanding and advising clients on the various post-mortem tax elections, and why the portability election could be a game changer.
- Understanding the various elections available when filing the decedent's final income tax return, including business elections when the decedent was a partner or S corporation shareholder.
3:00 PM – 4:15 PM PDT
3:00 PM – 4:15 PM PDT
EST2514. Why your revocable trust isn't an object- tips and tricks / What's up doc?
Carl Fiore
- Managing Director | Andersen LLCPaige Goepfert
- Managing Director | Andersen3:00 PM – 4:15 PM PDT
FIN2510. Building the Next Generation of Leaders
Tom Finegan
- Chairman and CEO | Clarkson ConsultingLearning Objectives:
- Improve effectiveness of corporate strategy and culture
- Recognize the common styles, motives, and traits of leaders, followers, and amplifiers
- Identify the tools needed to scout for Amplifiers at their own organization and empower them to drive improved team performance
- Formulate a plan for how to best leverage their organization’s amplifiers, leaders, and followers to achieve outcomes for the financial health of the organization
3:00 PM – 4:15 PM PDT
FMA2509. Understanding Firm Financials
Kimberly Russo
- Partner, Chief Operating Officer | Swink Coplen and CompanySarah Snell
- Chief Operating Officer | HFA Certified Public Accountants and Advisors3:00 PM – 4:15 PM PDT
NAA2519. Complicated Lease Issues
Mike Cheng
- Partner | Frazier & DeeterThomas Groskopf
- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., Ltd3:00 PM – 4:15 PM PDT
NAA2520. Accounting Estimates and Auditor Responsibilities
Mike Manspeaker
- Audit Partner | SEK, CPAs & AdvisorsLearning Objectives:
- Be able to apply SAS No. 143 to accounting estimates of differing levels of complexity.
3:00 PM – 4:15 PM PDT
NAA2521. Using Tech in an Audit
Dustin Verity
- Managing Partner | Verity CPAsBrian Wilson
- Director - Audit and Attest | AICPA & CIMA3:00 PM – 4:15 PM PDT
PFP2520. Financial and Legal Aspects of Elder Care Planning
Elizabeth Forspan
- Partner | Forspan Klear LLPScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLearning Objectives:
- To understand the basics of long-term care and Medicaid planning and how one's clients can become eligible.
- To understand the income tax issues involved in elder care planning, including the basis and capital gains tax issues.
- To understand the interplay between estate taxation, income taxation and elder care planning.
- To understand how planning for long-term care can impact your clients financially and legally.
3:00 PM – 4:15 PM PDT
PFP2521. Financial Planning for DINKs & SINKs (aka Childfree Clients)
Kelley Long
- Financial coach | Financial Bliss with Kelley LongLearning Objectives:
- Identify the unique planning considerations of clients without children
- Differentiate the strategies and pitfalls that non-traditional life paths require
- Determine areas of planning that require more focus and those that are less relevant
3:00 PM – 4:15 PM PDT
PRA2511. Life After Private Equity: What is it like to work for Private Equity?
Amber Goering
- CEO | Goering and GranatinoMichael Maksymiw, Jr.
- Executive Director | Aprio LLPGary Thomson
- Managing Partner | Thomson Consulting, LLCLearning Objectives:
- Indicate what it is like at a firm after a PE investment
- Identify the pros and cons of what it's actually like to work at the firm after a PE investment
3:00 PM – 4:15 PM PDT
PRA2512. Implementing a Comprehensive Tech Stack for Small Firms
Chris Hervochon
- Sole Member | Better Numbers3:00 PM – 4:15 PM PDT
SOC2507. Ask the Experts: A Discussion on Third-Party Risk Management and SOC Reporting
Angela Appleby
- Partner | Plante MoranChris Halterman
- Managing DirectorSean Linton
- Partner | EisnerAmper, LLPNeha Patel
- Executive Partner | Weaver & Tidwell LLPSteven Ursillo
- Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity | Cherry BekaertLearning Objectives:
- Discuss actionable tips and strategies from experts to strengthen and optimize SOC reporting procedures for improved risk mitigation and regulatory compliance.
- Discuss common challenges and pitfalls in third-party risk management and SOC reporting processes, and develop mitigation strategies to address these issues effectively.
- Explore the role of emerging technologies such as AI and cloud computing in enhancing third-party risk management practices and streamlining SOC reporting procedures.
3:00 PM – 4:15 PM PDT
TCH2511. Revolutionizing Client Advisory Services: Harnessing AI for Unparalleled Impact
Kimberly Blascoe
- Sr. Director, CAS Professional Services | CPA.comElinor Litwack
- Partner, Outsourced Accounting & Advisory Services | GRF CPAs and AdvisorsKane Polakoff
- Principal, Client Advisory Services Practice Leader | CohnReznickWesley Wahlberg
- Consulting Controller/CAAS Tech Strategist | CliftonLarsonAllen4:30 PM – 5:20 PM PDT
ENG2523. Reviewing 1040s for Financial Planning Opportunities (PFP, PRA)
Roger Pine
- CEO and Co-Founder | HolistiplanLearning Objectives:
- Identify opportunities and techniques to demystify taxes for financial advisory clients.
- Build a checklist of financial planning opportunities that can be identified directly from Form 1040.
- Explore best practices for building a tax return review process for financial planning purposes.
4:30 PM – 5:20 PM PDT
ENG2524. Building Places People Want to Work
Kassi Rushing
- CEO & Owner | Kassi Rushing ConsultingLearning Objectives:
- Recognize the fundamental shifts of workplace models and employee mindsets
- Identify the leadership skills that must evolve to ensure organizational success
- Drive conversations within your organizations about your readiness to compete in the world of workplace attraction
4:30 PM – 5:20 PM PDT
EST2515. Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset
Robert Keebler
- Partner | Keebler and Associates, LLPLearning Objectives:
- Understand the mechanics of Sunset.
- Understanding the general scope of potential reform.
- Understand the planning opportunities and traps for the unwary.
- Blank
4:30 PM – 5:20 PM PDT
4:30 PM – 5:20 PM PDT
EST2517. Overrated - The Impact of Interest Rates on Estate Planning Techniques
Katie Gardner
- Director, Institute for Trust and Estate Planning | Bernstein Private Wealth ManagementLearning Objectives:
- Understand how a period of historically low interest rates has shaped estate planning and wealth transfer strategy over the last decade.
- Anticipate which estate planning techniques will remain effective wealth transfer mechanisms as interest rates rise.
- Discover which estate planning techniques will struggle as interest rates increase.
4:30 PM – 5:20 PM PDT
4:30 PM – 5:20 PM PDT
FIN2512. Unlocking Potential: Taking Control of Your Professional Growth
LaToya Lacey
- Vice President, ERM & Insurance | Estee Lauder4:30 PM – 5:20 PM PDT
FMA2510. Transformative Performance: Preparing Your Firm for Future Leadership
Rachel Anevski
- President & CEO | Matters of Management, LLC4:30 PM – 5:20 PM PDT
NAA2522. Group Audits
Elizabeth Gantnier
- Partner | FORVISMaria Manasses
- Deputy Chief Auditor, Audit & Assurance Services | Grant Thornton LLPLearning Objectives:
- Recall fundamental risk-based changes introduced by SAS No. 149
- Identify key definitions and concepts related to group audits, including the responsibilities of auditors involved in a group audit
- Recognize important communications between the group auditor and component auditors or referred-to auditors
4:30 PM – 5:20 PM PDT
NAA2523. Responsiblities for ITGCs
Diane Sklar
- Principal Consultant, Risk Management, Compliance and Controls | Sklar Advisors L.L.C.4:30 PM – 5:20 PM PDT
NAA2524. Getting the Cash Flow Statement Right
Scott Ehrlich
- President | Mind the GAAP, LLC4:30 PM – 5:20 PM PDT
PFP2522. Lifetime Income: A License to Spend
David Blanchett
- Head of Retirement Research | PGIMLearning Objectives:
- Describe how households should manage different types of risks
- Understand how households deploy their wealth to fund consumption in retirement
- Explore why many financial planning tools may not accurately portray the potential value of lifetime income strategies
4:30 PM – 5:20 PM PDT
SOC2508. Maintaining the Essence of SOC Reporting in the Age of Automation
Kimberly Koch
- Partner | Moss AdamsChris Kradjan
- Managing Partner | Moss Adams LLPLearning Objectives:
- Understand the evolving market evolution of GRC systems used to automate evidence collection.
- Understand the fundamentals of appropriate audit procedures that must still be maintained even when interacting the GRC systems.
- Understand inherent risks and need for specialize audit procedures to use evidence sourced through GRC systems.
4:30 PM – 5:20 PM PDT
TAX2514. Family Office Hot Topics
David Rosen
- Partner | RS&F4:30 PM – 5:20 PM PDT
TAX2515. The IRS Will Soon Require 1099s For Digital Assets Activity - What You Need to Know
Nik Fahrer
- Director | Forvis MazarsAnnette Nellen
- Professor, MST Program Director | San Jose State UniversityLearning Objectives:
- Review the final broker reporting regulations to identify who is a broker, what is reported and how to reconcile the 1099-DA's to taxpayer records.
- Understand what will be reported on Form 1099-DA and what transactions involving digital assets will not be reported on a 1099-DA and the importance of clients maintaining excellent records of all digital asset transactions.
- Identify a tax preparer's due diligence actions needed to help clients with digital asset transactions to prepare an accurate tax return.
4:30 PM – 5:20 PM PDT
TAX2516. Hot Topics under the BBA Partnership Audit Regime
Rochelle Hodes
- Principal | Crowe LLPLearning Objectives:
- Describe the current IRS partnership enforcement landscape, and how it has evolved since BBA was enacted.
- Explain challenges with the AAR process and IRS audits and ways to navigate these challenges.
- Explain what the future of the BBA partnership audit looks like, and which changes could simplify the regime.
4:30 PM – 5:20 PM PDT
TCH2512. Online Self-Defense - Protecting Your Personal Privacy
Jeff Cook
- Managing Principal - SOC | Fortreum, LLC4:30 PM – 5:20 PM PDT
TCH2513. Rapidfire New Apps
Ellen Choi
- Founder & CEO | Edgefield GroupByron Patrick
- CEO | VERIFYiQBrian Tankersley
- Director, Strategic Relationships | K2 Enterprises, LLCThursday, June 12, 2025
9:00 AM – 9:50 AM PDT
10:05 AM – 10:55 AM PDT
EDG2507. Leveraging Your Personality Type to Accelerate Career Growth and Find Your Perfect Role
Sarah Flischel
- Director of Audit Transformation and Training | AAFCPAsLearning Objectives:
- Identify different personality types and their characteristics.
- Recognize your own personality type and its impact on your career.
- Distinguish between work environments that energize or drain you.
10:05 AM – 10:55 AM PDT
ENG2525. Independence in an Alternative Practice Structure (NAA, PRA)
Anna Dourdourekas
- Partner | Grant Thornton LLPSteven Platau
- Professor of Accounting | The University of Tampa10:05 AM – 10:55 AM PDT
ENG2526. 2025 Cyber Incidents, Breaches, and Beyond (TCH, NAA)
Christopher Tait
- Principal | Baker TillyLearning Objectives:
- Review and understand the current trends in the cybersecurity landscape
- Examine the internal and external cybersecurity related risks that organizations face
- Understand key action items that can be taken to reduce the cyber risks that your organization faces
10:05 AM – 10:55 AM PDT
EST2518. Should I Stay or Should I Go? Tax Residency Planning
Adam Damerow
- Partner | Katten Muchin Rosenman LLPJeremy Dubow
- Founding Partner CEO | NDH LLP10:05 AM – 10:55 AM PDT
EST2519. Estate Planning for Multi-Generational Clients
Lisa Featherngill
- National Director of Wealth Planning | Comerica Bank10:05 AM – 10:55 AM PDT
10:05 AM – 10:55 AM PDT
FMA2511. From Behind-the-Scenes to Center Stage: Elevate Your Personal Brand and Professional Impact
JoLayna Arndt
- Marketing Director | JLK Rosenberger LLP10:05 AM – 10:55 AM PDT
PFP2523. Bob Powell - Editor of The Street's Retirement Daily
Robert Powell
- Journalist | Retirement Daily on TheStreet10:05 AM – 10:55 AM PDT
PFP2524. How to Handle Entity Redemption Plans Funded with Life Insurance in light of the Connelly Supreme Court Decision
Robert Barnett
- Partner | Capell Barnett Matalon & Schoenfeld LLP10:05 AM – 10:55 AM PDT
SOC2509. Staying Ahead of Cyber Threats: SOC Practitioner Responsibilities and Disclosure Standards
Kimberly Koch
- Partner | Moss AdamsSean Linton
- Partner | EisnerAmper, LLP10:05 AM – 10:55 AM PDT
TAX2517. Renewable Energy Tax Credits: 2025 and Beyond
Randy Crabtree
- Partner | Tri-MeritLynn Mucenski-Keck
- National Leader, Federal Tax Policy | Withum10:05 AM – 10:55 AM PDT
TAX2518. Taxation of Employment Incentives (including Stock Options, etc)
Karen Brosi
- Owner | Karen Brosi, EA, CFP, a LLCLearning Objectives:
- Define and identify the various types of employee stock options.
- Understand and master the taxation of the different kinds of options.
- Explore planning tips for your clients with stock options.
10:05 AM – 10:55 AM PDT
TCH2514. Domino Effect of Vendor Risk: Understanding Threats and Proactive Countermeasures
Cameron Over
- Partner, National Cyber Risk Leader | CrossCountryLearning Objectives:
- Understand vendor risk landscape
- Understand current risks and threats
- Understand emerging risk and technologies that are coming
- Understand new and upcoming regulations related to this space
11:10 AM – 12:25 PM PDT
EDG2508. Failing is Not a Failure
Michael Maksymiw, Jr.
- Executive Director | Aprio LLPLearning Objectives:
- Identify traditional definitions of failure
- Distinguish your actions as successes versus failures
11:10 AM – 12:25 PM PDT
ENG2527. Accelerate Your Digital Transformation with Microsoft 365 (PFP, TCH)
John Higgins
- Strategic Technology Advisor | Higgins Advisory, LLCLearning Objectives:
- Identify many different ways that you can tap into the full potential of Microsoft 365.
- Identify a series of specific initiatives that you can implement to optimize Your Microsoft 365 ROI.
11:10 AM – 12:25 PM PDT
ENG2528. Don’t Treat Burnout as a Badge of Honor (PRA, EDG, TAX)
Randy Crabtree
- Partner | Tri-MeritDaniel Moore
- Owner | D.T. Moore & CompanyLearning Objectives:
- The impact of the high prevalence of burnout and mental health issues in the accounting profession, as well as actionable strategies for addressing them at the levels of individual, team, and firm.
- How to assess an individual’s own mental health situation and risk factors.
- Concrete steps that can be used to reduce stress and burnout to keep you, your team, and your firm healthy.
- How to implement mental wellness initiatives that benefit mental, emotional, and social health as well as the business metrics in the firm.
11:10 AM – 12:25 PM PDT
EST2520. The Calculation and Importance of Trust Accounting Income (TAI) including flow-through entities
Jeremiah Doyle
- SVP/Family Wealth Strategist | BNY Mellon Wealth ManagementPaige Goepfert
- Managing Director | Andersen11:10 AM – 12:25 PM PDT
EST2521. A View from the Front Lines – Current Issues in Estate Tax Audits and Litigation
Keri Brown
- Partner, Tax Controversy | Baker Botts L.L.P.Learning Objectives:
- Understand the IRS's developing focus areas
- Understand how to position your client for audit success at the planning level, including how to minimize the effect of a privilege waiver
11:10 AM – 12:25 PM PDT
FIN2514. Getting a Seat at the Table: How Finance Partners Lead Strategic Decisions
Christian Wattig
- Founder & Lead Instructor | FP&A PrepLearning Objectives:
- Understand how effective finance business partners help leaders make better decisions.
- Learn how to build, audit, and maintain professional relationships as a finance business partner.
11:10 AM – 12:25 PM PDT
FMA2512. Generational Differences in Governance
William Pirolli
- Executive Vice President of Firm Services | Succession Institute, LLC11:10 AM – 12:25 PM PDT
NAA2525. Fireside Chat (Stump the Chumps)
James Brackens, Jr.
- Vice President of Ethics and Practice Quality | AICPA & CIMAMike Cheng
- Partner | Frazier & Deeter11:10 AM – 12:25 PM PDT
NAA2526. Documenting SAS 145: Tips and Tricks
Lynford Graham
- Consultant and Educator | Lynford Graham CPALearning Objectives:
- 1. Identify and explain new evidence-gathering and documentation requirements under AU-C 315.
- 2. Illustrate efficient and effective ways to gather evidence to support your required risk assessment.
- 3. Demonstrate efficient and effective documentation techniques for compliance with AU-C 315.
11:10 AM – 12:25 PM PDT
PFP2525. Fireside Chat Discussion
David Blanchett
- Head of Retirement Research | PGIMMichael Finke
- Professor, Frank M. Engle Chair of Economic Security Research | The American College of Financial ServicesLyle Benson
- Founder and President | L. K. Benson & Company11:10 AM – 12:25 PM PDT
SOC2510. Audit Tetris: Stacking Frameworks Like a Pro
Alexis Kennedy
- Partner | WeaverPatrick Morin
- Principal - Information Systems and Risk Assurance | Baker Newman & NoyesLearning Objectives:
- Strategic Planning: Learn how to develop a comprehensive plan that prioritizes alignment and overlap across frameworks to reduce duplicative efforts.
- Procedure Design: Gain insights into designing flexible, repeatable audit procedures that accommodate multiple compliance requirements.
- Audit Efficiency: Explore practical techniques, tools and technology for streamlining engagement management, optimizing resource allocation, and managing budget considerations.
- Stakeholder Management: Understand how to effectively communicate and collaborate with internal and external stakeholders to ensure alignment, minimize friction, and meet audit deadlines.
11:10 AM – 12:25 PM PDT
TAX2519. Examination of Wealthy HNW/UHNW Individuals and Their Family Offices
Thomas Cullinan
- Shareholder | Chamberlain HrdlickaCharles Rettig
- Shareholder | Chamberlain HrdlickaLearning Objectives:
- Overview of current IRS Global High Wealth Program and LB&I or SBSE High Income Initiative enforcement priorities.
- Practical advice in representation of HNW and UHNW individuals and their related entities during an IRS examination or administrative appeal
- Understanding the significance of an IRS Global High Wealth Program specialized examination vs. a LB&I or SBSE High Income Initiative examination
- Effective dispute resolution techniques and strategies
11:10 AM – 12:25 PM PDT
TCH2515. Strategic Benefits of Offshoring
Brad Barrett
- Partner-Audit Services | Grant Thornton LLPKaren Johnston
- Partner | Wipfli LLPChristopher Tait
- Principal | Baker TillyJason Uetrecht
- Partner In Charge - Private Client Services | RubinBrownLearning Objectives:
- Understand the strategic benefits of using an offshoring model.
- Identify practical tips and tricks on how to effectively use your offshoring program.
1:15 PM – 2:30 PM PDT
EDG2509. A CPA's Beautiful Mind: Admitting and Conquering Struggles with Depression
Gary Nelson
- Principal | SchellmanLearning Objectives:
- Recognize the Signs of Depression: Learn to identify the common symptoms of depression and how it can specifically impact CPAs.
- Encourage Open Dialogue: Create and promote a culture of openness and support where CPAs feel comfortable admitting mental health struggles.
- Explore Coping Strategies and Resources: Discover coping mechanisms and strategies to manage depression and gain knowledge about resources, support networks, and professional help.
- Break the Stigma!: Challenge and change any cultural stigma associated with CPA mental health issues.
1:15 PM – 2:30 PM PDT
ENG2529. Artificial Intelligence – How to Unleash the Power of Microsoft Copilot for CPAs (TCH, NAA, PFP, FMA)
John Higgins
- Strategic Technology Advisor | Higgins Advisory, LLCLearning Objectives:
- Identify ways you can put the AI features of Microsoft 365 Copilot to work today.
- Recognize the range of AI features that Microsoft 365 Copilot has to offer.
1:15 PM – 2:30 PM PDT
ENG2530. SECURE Act and SECURE 2.0 IRS Guidance (EST, PFP)
Robert Keebler
- Partner | Keebler and Associates, LLPLearning Objectives:
- Review the SECURE Act, focusing on the final regulations and guidance implementing the post-mortem distribution rules.
- Review “SECURE 2.0” focusing on the year-by-year rollout of changes.
- Explore the most recent developments and potential future reform.
- Blank
1:15 PM – 2:30 PM PDT
ENG2531. Why Change is Difficult – And Sometimes it Isn’t (FIN, EDG)
Pascal Kornfuehrer
- Head of Controllership / Finance Americas | SABICLearning Objectives:
- The importance of the human factor in change processes
- Key ingredients of successful change
- Additional challenges we face in the field of Finance when leading change
- Things to avoid when leading change
1:15 PM – 2:30 PM PDT
NAA2527. Evidence and Documentation in the Digital Age + Reviews
Michael Brand
- Member | BMSS, LLCElizabeth Gantnier
- Partner | FORVIS1:15 PM – 2:30 PM PDT
PRA2513. Solve Cash Flow Challenges: Empower Your Clients with Financing Advisory Services
Matt Elwell
- Product Account Manager - Financing Advisory Services | CPA.comCharles Groome
Tony Khait
Learning Objectives:
- Identify business cash flow challenges and effective management strategies.
- Learn to provide impactful financing solutions to enhance client business growth and pay for expenses.
- Explore ways to integrate financing advisory services to enhance client relationships and firm revenue.
1:15 PM – 2:30 PM PDT
SOC2511. The SOC Non-Negotiables: Traversing the Not-Quite Right Evidence Without Losing Your Mind (or Your Client)
Audrey Katcher
- Partner | RubinBrown, LLPJenny Trotta
- Principal | Plante Moran1:15 PM – 2:30 PM PDT
TAX2520. IRS Enforcement Priorities Impacting Your Clients, and Maybe You
Thomas Cullinan
- Shareholder | Chamberlain HrdlickaCharles Rettig
- Shareholder | Chamberlain HrdlickaLearning Objectives:
- Overview of current IRS enforcement priorities, defensive strategies and dispute resolution strategies
- Understanding the significance of current IRS Compliance Campaigns and being prepared for examinations by specialized IRS examiners
- Practical advice in responding to IRS inquiries regarding taxpayers involved in complex transactions
- IRS enforcement efforts and the challenges ahead
2:45 PM – 4:00 PM PDT
ENG2532. Best Ideas Panel - Closing Session (TAX, PFP, EST)
Mark Gallegos
- Tax Partner | Porte Brown LLCPaige Goepfert
- Managing Director | AndersenScott Sprinkle
- Managing Member | Sprinkle & Associates LLCLyle Benson
- Founder and President | L. K. Benson & Company2:45 PM – 4:00 PM PDT
ENG2533. Cracking the Case: Real-World Examples of White-Collar Crime (FIN, NAA, FMA)
Angela Mennitt
- Supervisory Forensic Accountant | FBIJohn Schmid
- Supervisory Forensic Accountant | FBI2:45 PM – 4:00 PM PDT
ENG2534. The Relationship Between Employee Experience and Client Experience (EDG, SOC, PRA)
Arianna Campbell
- Shareholder, COO | Boomer Consulting, Inc.Learning Objectives:
- Understanding the Interconnection of Client and Employee Experience: Participants will gain a comprehensive understanding of how client and employee experiences are intertwined within the professional services landscape. They will explore the reciprocal relationship between these dimensions and how improvements in one area can positively influence the other.
- Developing a Visionary Perspective for Alignment: Attendees will learn to cultivate a visionary perspective that aligns client and employee experiences with the strategic objectives of their organization. This objective emphasizes understanding industry trends and leveraging organizational vision to foster coherence between delivering exceptional client service and ensuring employee satisfaction.
- Creating Actionable Roadmaps and Collaborative Strategies: Participants will acquire practical skills in creating actionable roadmaps to enhance both client and employee experiences. They will also explore collaborative strategies for cross-functional leaders to effectively collaborate across departments and functions. This includes exploring best practices and communication techniques to elevate satisfaction and loyalty among both clients and employees, thereby contributing to sustained success in the evolving professional landscape.
2:45 PM – 4:00 PM PDT
NAA2528. PEEC Update
Anna Dourdourekas
- Partner | Grant Thornton LLPToni Lee-Andrews
- Director - Professional Ethics | AICPA2:45 PM – 4:00 PM PDT
PRA2514. Tax Season Debrief
Nicole Davis
- Founder and Chief Hello Officer | Butler-DavisJennifer Dymond
- CEO | Spire Consulting ServicesMatt Wilson
- Partner | Wilson Ivanova Certified Public Accountants2:45 PM – 4:00 PM PDT