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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 Development

John Higgins

- Strategic Technology Advisor | Higgins Advisory, LLC

Chris Ortega

- CEO | Fresh FP&A
Fingers on the Keyboard: GenAI Learning Lab for Accounting and Finance Professionals In this interactive workshop, you will learn how to leverage ChatGPT and Gemini to transform your accounting and finance practice. You will discover how to use these tools to automate tasks and processes, gain insights from data, improve communication and collaboration, and make better decisions. Why attend this workshop? As an accounting or finance professional, you need to be at the forefront of innovation. ChatGPT and Gemini are powerful tools that can help you to automate tasks, improve efficiency, and make better decisions. This workshop will teach you how to use these tools to achieve your professional goals. Who should attend? This workshop is designed for accounting and finance professionals who are interested in learning how to use ChatGPT and Gemini to improve their practice. No prior experience with ChatGPT or Gemini is required. BRING YOUR LAPTOP FOR THE HANDS-ON EXPERIENCE

Learning 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 Management

Robert Keebler

- Partner | Keebler and Associates, LLP
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** Basic Estate Planning Techniques The estate tax may seem simple on its face, but there’s much complexity under the surface. This is because the estate tax applies to transfers with detailed state property law considerations and to assets with varied financial structures. To properly comply with and plan for the tax, a strong understanding of law, finance and accounting is critical. There is also an entire vocabulary to master. This introductory overview course will prime attendees to learn more about the estate tax by explaining the critical aspects of common planning techniques.

Learning 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 CPA

Donita Joseph

- Partner | Windes, Inc.
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY**

8:00 AM – 11:30 AM PDT

NAA25101. Quality Management Drill Downs

Jeanne Dee

- Partner | Anders CPA + Advisors

Michael Brand

- Member | BMSS, LLC

Sherry Chesser

- Member | Landmark PLC, Certified Public Accountants
This session will focus on the AICPA's Quality Management Standards (QM 1 and 2). My contribution to the session will be from the perspective of a firm that has early implemented the standards, including lessons learned and tips and tricks to help firms in the implementation process. The session will "drill down" into the components of Quality Management, highlighting changes from previous standards.

8:00 AM – 11:30 AM PDT

PFP25101. Grow 4 Ways Business Workshop

Mackey McNeill

- Founder and CEO | Mackey Advisors
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** The Grow 4 Ways workshop is for firm leaders and advisors who work with business owners looking for their next, best growth ideas, using a repeatable tool that will help you ideate, sort and filter your strategies for immediate implementation. This workshop, when first created, took a company from the edge of bankruptcy to a 7-location business with a 7-figure bottom line in just 7 years and continues to help small businesses stay on track with their short and long-term growth plans and dreams. Join Mackey McNeill, CPA/PFS and owner of two successful financial firms, MACKEY and The Prosperity People, for an engaging and hands-on workshop designed to help you and your clients avoid “Shiny Object Syndrome,” escape autopilot and bring exciting new growth ideas to any type of firm. Not only will you have a fun and engaging experience, but you'll also walk away with a hands-on growth tool that you can use year after year. Key Deliverables: Kick up new ideas Identify quick wins Generate enthusiasm and excitement in your team Prove your goals are achievable Convert your work easily and quickly into an action plan Make 2025 your best year ever

Learning 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 Director

Shelby Nelson

- Partner - SOC National Practice Leader | Frazier & Deeter, LLC

Jenny Trotta

- Principal | Plante Moran

8:00 AM – 11:30 AM PDT

TAX25101. CPA's Guide to Shareholders Agreements and Funding Strategies

Paul Hood

- Paul Hood Services

Lee Slavutin

- Principal | Stern Slavutin 2, Inc.
We will cover buy sell agreements and their funding with life insurance. Paul will cover the legal and design aspects, especially the impact of the Connelly case, and how agreements should be structured now. Lee will cover the insurance funding, choosing suitable insurance products, and avoiding insurance tax traps like transfer for value, when restructuring the agreements.

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

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.
No one likes holding others accountable. When you create and foster a culture of responsibility by empowering staff at all levels to take ownership of their work, the need for accountability measures diminishes.

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 Sachs
Following several years of solid economic performance and stellar US equity returns, this session will discuss where we go from here. The discussion will include a robust review of the macro economic backdrop, global market opportunities, and the complexities introduced by US policy and geopolitical fluidity.

8:00 AM – 9:15 AM PDT

EST2501. Estate Planning Update

Andrew Katzenstein

- Partner | Proskauer Rose LLP

8:00 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, LLP

Kim Fitzgerald

- Human Resource Business Partner | Aprio LLP

Daniel Gregory

- Firm Administrator | JLK Rosenberger LLP

Kristine Latchaw

- Director of Administration | Maner Costerisan PC

8:00 AM – 9:15 AM PDT

NAA2501. FASB Update

Susan Cosper

- Board Member | Financial Accounting Standards Board

Jenifer Wyss

- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards Board

8:00 AM – 9:15 AM PDT

NAA2502. Innovative Auditing: Integrating Emerging Technologies with Quality Management

Stephanie Cavadeas

- Partner | Wipfli LLP

Kevin McElgunn

- Audit Partner | Withum
Quality is paramount in the financial statement audit, and emerging technologies have enabled a higher quality, more efficient audit. Learn how automations and integration are increasing audit quality and allowing auditors to provide deeper insights.

8:00 AM – 9:15 AM PDT

PRA2501. Transforming Business Model: Partner Comp Models

Jonyce Bullock

- CEO | Squire & Company,PC

Gary Thomson

- Managing Partner | Thomson Consulting, LLC

8:00 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 | Anchor

Chris Hervochon

- Sole Member | Better Numbers

Kristen Keats

- Practice Owner | Sherwood Tax & Accounting

Barbara Richardson

- CPA | SpringWell Financial Solutions

8:00 AM – 9:15 AM PDT

SOC2501. SOC Graduation: Key Takeaways from the latest discussions in SOC School

Sean Linton

- Partner | EisnerAmper, LLP

Neha Patel

- Executive Partner | Weaver & Tidwell LLP
The AICPA SOC School program has been a key point of interaction for SOC practitioners--from new associates to senior partners--across the globe. SOC School instructors get an invaluable glimpse into the common questions among practitioners and the areas of guidance that are often unknown or misunderstood. Hear from the instructors as we revisit highlights from SOC School and provide an opportunity to ask and discuss the questions that arise most often in your own practice.

8:00 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 | BPM

Todd Cooper

- Director, Channels | CPA.com

Tara Edwards

- Partner, Chief Transformation Officer | Cherry Bekaert Advisory LLC

Jim Gilbert

- Managing Principal | Jim Gilbert, CPA LLC

9:30 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.com

Miriam Kaplan

- Partner | Windess

Nicole Ksiazek

- Director, SIAP Strategy and Sales | Sage
Learn how to effectively position and sell your client advisory services (CAS) to attract new clients and drive business growth. This session will provide you with proven strategies, techniques, and tools to differentiate your offerings, communicate value, and close deals in a competitive market.

9:30 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 Accounting

Michael Maksymiw, Jr.

- Executive Director | Aprio LLP

Jessica McClain

- Chief Financial Officer | Girl Scouts Nation's Capital
How do you master the art of a positive brand? Do you want to learn how some people are always mentioned "in the room" when opportunities arise? For all things through trial and error, we learn what works and what doesn’t. Join us in this panel-based discussion and learn the importance of building your brand, fostering value-add relationships to increase your career trajectory, and engaging in effective networking to advance your career.

Learning 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, LLC

Paul Perry

- Member | Risk Advisory & Assurance Services | Warren Averett LLC
In this session, we will delve into the intricacies of evaluating SOC 1 and SOC 2 reports, providing CPAs with the essential knowledge and tools to properly assess these documents. Attendees will gain a comprehensive understanding of the differences between SOC 1 and SOC 2 reports, the key components of each report, and the steps necessary to evaluate the effectiveness of the controls described within. This session is designed to enhance the CPA's ability to interpret and utilize SOC reports in their daily practice or business, ensuring a thorough and accurate assessment of service organizations' control environments.

Learning 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 | Deloitte

Patricia McGrenera

- Senior Manager | Deloitte
Are you confused about how to adequately disclose transactions on a gift tax return? Do you find it challenging to determine if the statute of limitations will run? Join our upcoming session where we'll demystify the adequate disclosure rules for federal gift tax purposes. We'll guide you through real-life examples, showing you how to disclose various types of gift and non-gift transfers. Don't miss this opportunity to gain clarity and confidence in handling your gift tax returns!

Learning 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 Sandler
Enhance or refresh your knowledge of generation-skipping transfer tax basics with this problem-focused practical presentation. In addition to reviewing the applicable rules, this session focuses on the knowledge necessary to complete the GST section of a gift or estate tax return, and highlights the information necessary to make GST elections and sound decisions to best position the client for GST purposes. Specific topics include: * Who is the transferor * Gift splitting decisions * Who is a skip person * How to report gifts in trust * Computing the inclusion ratio * Qualifying for the GST annual exclusion * GST-related elections * Fixing GST problems

9:30 AM – 10:45 AM PDT

EST2504. Tax Issues That Arise When a Shareholder or Partner Dies

Michael Reeves

- Senior Tax Manager | RSM US LLP

Carol Warley

- Partner | RSM US LLP
This session will cover tax issues that arise when a shareholder or partner die.

9:30 AM – 10:45 AM PDT

FIN2501. Future of Finance

Barry Payne

- Director - External Relations, Management Accounting | AICPA & CIMA

9:30 AM – 10:45 AM PDT

FMA2502. Retention / Recruitment

Jeremy Wortman

- Owner/Corporate Psychologist | HRD Initiatives

9:30 AM – 10:45 AM PDT

NAA2503. PCC Forum

Susan Cosper

- Board Member | Financial Accounting Standards Board

David Finkelstein

- Director | SingerLewak LLP

David Pesce

- Head of Surety | Munich Re Specialty Insurance

Hillary Salo

- Vice Chair | FASB

Jere Shawver

- Chief Executive Officer | Baker Tilly US, LLP

Jenifer Wyss

- Supervising Project Manager and PCC Coordinator | Financial Accounting Standards Board

9:30 AM – 10:45 AM PDT

NAA2504. Common Sampling Challenges and Remedies

Lynford Graham

- Consultant and Educator | Lynford Graham CPA
This session will be led by Lyn Graham, a former ASB member and chair of the prior Audit Sampling, Risk Assessment guides and audit Chapter of the Revenue Recognition A&A Guide. Common issues include demonstrating and documenting efficient and effective controls and substantive ample sizes, how to recognize deficient or excessive sample sizes, and when sampling is not necessary. Common confusing areas include whether sampling applies during inventory observations, and how to validly use dollar coverage in lieu of sampling.

Learning 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, LLC
Join Bill Pirolli, a 43 year practitioner and Firm leader, as he explores practical real world best practices for increasing your Firm’s profitability….working smarter, not harder. In this fast paced, popular session, Bill will review the 7 drivers of profitability including client selection…and dismissal, billing and collection, building client leverage, avoiding scope creep and much more. Learn how deepening your efforts on client service lines and industry concentrations can lead to greater efficiency and profitability.

Learning 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 | CNA

Deborah Rood

- Risk Control Consulting Director | CNA
Do you get a rush when a new client is won? Most CPAs do. But that rush can turn to dread if the client doesn’t play by the firm’s rule book and create unnecessary headache for the firm. Is that because the client has never been told the rules? Or are there different sets of rules for different clients? How can this problem be resolved? Routine and consistent client onboarding provides a solid foundation and communicates, from the outset, how you and the client will interact with one another. In this session, learn strategies to develop and implement an onboarding strategy for your firm and embark upon a mutually-beneficial and long-term client relationship.

Learning 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 | Weaver

Sean Linton

- Partner | EisnerAmper, LLP

Shelby Nelson

- Partner - SOC National Practice Leader | Frazier & Deeter, LLC
The intersection of business, information security and compliance can be a turbulent landscape, one that SOC practitioners find themselves in day in and day out. Staying ahead of emerging challenges and technologies is key to successfully operating within this environment. In this session, seasoned SOC practitioners will discuss what they see on the horizon, how the profession will be impacted, and what you can do to prepare your firms.

9:30 AM – 10:45 AM PDT

9:30 AM – 10:45 AM PDT

9:30 AM – 10:45 AM PDT

TAX2504. Real Estate Tax Update

Brian Lovett

- Partner | Withum
Stay ahead in the ever-evolving real estate industry with this session, that will cover the latest tax updates. This course will delve into the most recent developments, significant cases, and potential new tax legislation impacting the real estate sector. Participants will gain valuable insights into: 1. Key tax changes and their implications for real estate transactions. 2. Analysis of recent court cases and their outcomes. 3. Potential new tax legislation and how it could affect real estate investments. 4. Practical strategies for compliance and tax planning.

Learning 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 Norton

Jim Gilbert

- Managing Principal | Jim Gilbert, CPA LLC

Wesley Hartman

- Founder | Automata Practice Development
Ready to connect to your first API? Not sure what JSON is? Curious about what POST means outside of an accountant’s General Ledger? Do you want your data to tell a meaningful story about your business? Join us for an engaging and hands-on session designed specifically for accountants, CPAs, and technologists eager to dive into the technical realm of data systems. In this session, we will: • 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. Whether you're new to data analytics or looking to enhance your technical skills, this session will equip you with the knowledge and practical experience to confidently navigate the world of data analytics. Don't miss this opportunity to transform your data journey from backend to frontend and unlock the full potential of the insights in your data.

Learning 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+Brown

Amel Edmond

- Chief Information Officer | Withum

JD Stotts

- CIO | Whitley Penn

Amanda Wilkie

- Consultant | Boomer Consulting, Inc.
In this session the panelists will share some of the challenges of being a CIO today. They will share those things that keep them up at night and their best advice in dealing with challenging situations and events, commonly found within a firm.

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 LLP
This session will focus on charitable planning techniques in the current tax environment. Participants will gain a general understanding of how the charitable income tax and estate/gift tax deductions work and how they impact tax planning.

Learning 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 & Barnett

J Michael Reese

- Risk Control Consulting Director | CNA
Update and explanation of recent key court decisions handed down in accountant’s liability cases, what they mean going forward, and discussion of risk management techniques in light of underlying issues/fact patterns.

Learning 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 Services

Andrew Jordan

- President | Jordan CPA Services
This session, led by professionals including those with lived experience of bipolar disorder, explores the value of neurodiversity within accounting firms. Participants will gain insights into creating inclusive environments, leveraging diverse talents, and fostering innovation through a deeper understanding of neurodivergent perspectives.

Learning 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 | Deloitte

Eileen Sherr

- Director - Tax Policy and Advocacy | AICPA & CIMA

Carol Warley

- Partner | RSM US LLP
AICPA advocates for good tax policy, including on trust, estate, and gift tax issues. This session will cover the many developments and projects the TRP is advocating for in the estate and trust area. Contacts with Treasury, IRS, and Congress are emphasized.

Learning 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 LLP

Greg Newfield

- Audit Partner | Wipfli LLP
Join two partners from Wipfli LLP for a session that will elevate your awareness of key issues and hot topics that auditors will be focusing on in the next 1-3 years. This session will cover key new accounting standards on the horizon, transactions that could generate additional discussion and evidence needs, common missteps auditors observe in working with clients, and how to efficiently navigate the audit process for both private and public companies.

Learning 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

FMA2503. Techs, Trends and Disrupters

Roman Kepczyk

- Director of Firm Technology Strategy | Rightworks, LLC

11:00 AM – 11:50 AM PDT

NAA2505. FAQ: Accounting & Financial Reporting

Thomas Groskopf

- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., Ltd

Andrew Merryman

- Senior Manager | AICPA & CIMA
This session covers frequently asked A&A questions asked by members of the PCPS's Center for Plain English Accounting (CPEA) in the areas of accounting and financial reporting, with a focus on private company issues. Get answers to technical questions that are impacting many practitioners and their clients.

11:00 AM – 11:50 AM PDT

NAA2506. Peer Review Update

James Brackens, Jr.

- Vice President of Ethics and Practice Quality | AICPA & CIMA

Dawn Brenner

- Managing Partner | Grant Bennett Associates

11:00 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 Mutual
Due to the complexity of the insurance profession, many investment advisors and financial planners may choose to work with insurance agents that may be large producers, but the producers may not be fully aware of the complexity of the products that they represent. This course will simplify what you need to know, the questions you should be asking, and how to drive more value to your client whether you are working with an insurance professional or insurance is a component of your practice. Not your average risk management course. Insurance is primarily a solution to help when bumps in the road happen. However, there is much more to consider. 1. Getting more out of permanent life insurance. We will apply an example of the PFP compensation disclosure standards that you should expect from those you work with which could enhance the outcomes during negotiations for the application of life insurance policies for your clients. 2. Riders that transform insurance with living benefits. Against a backdrop of risk management solutions that are ever evolving to tap into the behavioral finance emotions of the public, key contractual provisions will be simplified so you can communicate solutions effectively with your clients. To better relate to an evolving consuming public, the construct of contracts and terms of products shifts over time, so much so that it may be difficult to keep up with the changing nuances of products. 3. Fixed Income Insurance (Formerly Equity Indexed): What you need to know to protect your clients. There are three key clauses that you need to know about that can both be an inducement and a severe limiter for returns. 4. Compare Cash Balance and Variable Universal Life Insurance Outcomes. Cash balance is the hidden opportunity for tax practitioners and financial planners. Only 0.4% of employers with employees have availed themselves of the Cash Balance Plan opportunity. If the business owner’s health is good, an option to consider is the use of a variable life insurance policy. 5. Current regulatory environment. Regulatory changes in the insurance industry are requiring disclosure that may not have been required before, like compensation, and that guarantees may be voided under certain economic conditions. Generally, some disclosures, such as those around compensation, are required only if the insured issues a specific request. We will touch on regulatory changes and what you should expect from your insurance professional.

11:00 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, LLC

Kelley Long

- Financial coach | Financial Bliss with Kelley Long

Sridhar Ramamoorti

- Professor | University of Dayton School of Business Administration: Accounting
Ever wonder why your clients make head-scratching financial decisions, often directly in opposition to their stated goals and plans? The answer lies in getting beyond their numbers-based goals and into the gray area of exercising your professional judgment. In a world where technology has automated many technical tasks, personal finance professionals’ most valuable asset is their professional judgment, combined with the skills to effectively communicate their thoughts in a way that enables clients to understand and, most importantly, take action. Judgment transcends technical skills, requiring experience, ethical standards, and practical wisdom to address ambiguity, trade-offs, and complex ethical dilemmas in volatile and uncertain contexts. This panel will explore the crucial intersection of communication dynamics and professional judgment. Drawing on insights from leading thinkers, we will examine decision-making's reflective and adaptive nature in uncertain environments. Judgmental errors—rooted in subjectivity and ambiguity—can have significant consequences, making developing skills that minimize their occurrence imperative. To succeed in this effort, we must understand clients’ genuine concerns, both spoken and unspoken, so we can contextualize our advice and align our professional recommendations with their distinct circumstances.

11:00 AM – 11:50 AM PDT

PRA2505. Business Transformation

Sandy Johns

- Founder & CPA | Revolution Financial

11:00 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 LLP

Patrick Morin

- Principal - Information Systems and Risk Assurance | Baker Newman & Noyes
This session will explore ways firms implement QC programs in support of their SOC practices. We will talk through how the program aligns with AICPA guidelines, adherence to professional standards, while also emphasizing the importance of assessing audit risk. We will discuss engagement methodologies and considerations for ensuring readiness for both internal inspections and external peer reviews.

Learning 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 CPA
In this session we will discuss the most current and relevant areas of International Tax. We'll discuss recent relevant case law and IRS guidance as well as industry trends.

11:00 AM – 11:50 AM PDT

11:00 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 Bekaert

11:00 AM – 11:50 AM PDT

TCH2505. Modernizing Your Privacy Governance Program

Rena Wamsley

- Director of Privacy | Fannie Mae
What is top of mind for your leadership and board? You may have heard this two-letter acronym before: AI or Artificial Intelligence. Emerging AI technology brings with it endless possibilities for AI and GenAI adoption…but also unforeseen risks in the form of uncertainties about ethical and legal use of data with this powerful new technology. Corporations must develop AI governance to address these risks and to comply with emerging AI regulatory regimes. In this session we will cover understanding the need for AI governance, key components of an AI governance framework, implementing AI governance policies and procedures, metrics and measurement, improving AI governance, and staying up to date with AI governance practices from a privacy risk management perspective. Effective privacy risk management is a critical driver to ensure stakeholder trust, support business growth, and improve corporate decision making. Discover how robust privacy risk management in AI and GenAI adoption cultivates a resilient risk culture that drives your business towards its goals. Join us to learn more!

Learning 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 Adams

Suzy Soo

- VP SAP Business Development | Vertex Inc.
State and Local Tax (SALT) compliance presents ongoing challenges, and many clients struggle to navigate its complexities—often leading to costly surprises during audits. This session explores how a strong collaboration between client advisory services (CAS) practices and SALT teams can offer clients a more integrated and robust advisory solution. By aligning process optimization and real-time financial data management from the CAS team, with SALT’s in-depth tax knowledge and strategy, firms can enhance their role as the trusted advisor. Attendees will learn how to leverage technology and cross-practice expertise to mitigate compliance risks, improve audit readiness, and create significant value for clients.

2:30 PM – 3:45 PM PDT

DCPA2502. Transformation of Accounting Marketing: Boosting Your Firm in 2025

Colette Sharbaugh

- Vice President, Marketing & Communications | CPA.COM

Holly Shier

- Chief Marketing Officer | Rehmann

Roman Villard

- Founder | Full Send
Positioning your firm to prospects in the modern, digital-driven age takes a strategic, data-driven approach combined with dedicated expertise. In this session, accounting marketing experts will dive into what is working for firms as AI brings efficiency, creativity, and capacity into the fold, plus provide actionable steps to help firms create service messaging that stands out.

2:30 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 LLC

Brian Kush

- Principal | Intend2Lead
The first year as a Partner is often the toughest transition of an entire career. Why? You’ve finally earned a place at the leadership table, but do you really know what you’re doing? You want to look like you have it all together on the outside, when in reality, you're struggling on the inside...struggling to shift your thinking from employee to owner, from manager to leader, from complainer to change maker...all while struggling to find time for yourself amidst the ever-growing list of responsibilities and priorities as a new business owner. When you become a Partner, the whole game changes. So, how can you not just survive this challenging first year, but actually thrive? Intend2Lead has worked with and supported thousands of new partners. Based on our experiences, we’ll share insights into how you can consciously prepare for and support yourself through the first year of partnership, including: • The real-life struggles of being a new partner • Tools to be a more conscious, evolved leader • Strategies to support yourself during this transitional period This session is ideal for those interested in becoming a Partner at their firm, those who have recently become a Partner at their firm, and firm leaders who want to better support their next generation of leaders through this challenging transition.

Learning 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.com

2:30 PM – 3:45 PM PDT

2:30 PM – 3:45 PM PDT

ENG2508. Business Tax Update (TAX, FIN)

Annette Nellen

- Professor, MST Program Director | San Jose State University
Analysis of significant court decisions, federal tax regulations, IRS rulings, and law changes in the past year relevant to all types of businesses and entities. These developments involve deductions, accounting methods, energy credits, entities, and some state tax developments. Due diligence and planning considerations are emphasized throughout.

Learning 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, LLC
Staying up to date with advances in today's technology has never been more vital, and K2's Tech Update equips you with the knowledge to stay ahead of the rapid pace of innovation. This comprehensive session is designed for accountants who want to understand the evolving technological landscape and its implications for the accounting profession. Which technology trends are worth monitoring? What are the proper hardware and software products for your strategic and tactical plans? How do Artificial Intelligence, quantum computing, Software-as-a-Service, and productivity suites like Microsoft 365 influence practice, especially since this year marks the 40th anniversary of the release of Excel? Separate vendor hype from reality and discover how to achieve a 2X or more return on investment from your technology expenditures. Attendees will leave with actionable insights, including ideas they may not have previously considered.

Learning 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 | IRS

Laura Hinson

- Managing Director | Deloitte

2:30 PM – 3:45 PM PDT

FIN2504. The Unshakeable Leader: How to Balance Change, Team Morale, and Your Sanity

Michael Burns

- Director of Controlling | Covestro LLC

Wassia Kamon

- Chief Financial Officer | Access to Capital for Entrepreneurs (ACE)

Kristine Lemanski

- CFO | AssuredPartners Aerospace

Rob Teis

- Director of Finance | Gun Lake Tribe
How do you lead effectively when deadlines are fixed, but change is constant? This panel discussion dives into the balancing act of managing your own well-being, motivating your team, and delivering results. Discover practical approaches for staying resilient, prioritizing effectively, and fostering a culture of accountability and high performance.

2:30 PM – 3:45 PM PDT

FMA2504. Studio Exchange 1

(firm size 100)

2:30 PM – 3:45 PM PDT

NAA2507. Alternative Accounting Frameworks

Jeremy Dillard

- Technical Standards Partner | SingerLewak LLP

Julie Killian

- Audit Principal | Rehmann
U.S. GAAP isn't the best financial reporting framework for all entities and it's a common peer review finding when financial statements are prepared in accordance with special purpose frameworks (such as, income tax basis, cash-basis and modified cash-basis). This session will cover the special purpose frameworks that are available, how they differ from U.S. GAAP, and the common peer review findings.

Learning 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 | AICPA

Heather Funsch

- Principal | Rehmann
This session will provide an update on the Auditing Standards Board's fraud project.

2:30 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 & CIMA

Danielle Supkis Cheek

- VP, Head of Analytics and AI | Caseware International
The pervasiveness of AI provides great opportunity for auditors to leverage technology for a higher quality audit. Join our discussion to hear the latest on AI, how it’s being used in the audit, and the possibilities and pitfalls of emerging technologies.

2:30 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 Management

Paula McMillan

- Wealth Advisor | Stearns Financial Group

Oscar Vives

- Executive Financial Planner | Sensible Money
Join us for "The Retirement Blueprint: Crucial Decisions Before and After the Big Day," a comprehensive session designed to equip you with the knowledge and tools needed for a successful transition into retirement. We will explore essential financial decisions to make in the years leading up to retirement, such as optimizing Social Security benefits and selecting healthcare coverage. Additionally, we will address the emotional and psychological adjustments that come with this significant life change, offering strategies to maintain purpose and social connections. Participants will learn how to create a flexible spending plan that ensures long-term financial security while evaluating various income-generating options for a fulfilling retirement. Whether you're approaching retirement or already navigating this new chapter, this session will provide valuable insights for a smooth and rewarding journey.

Learning 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

PRA2506. Latest Trends and Opportunities in CPA Firm M&A and Private Equity

Allan Koltin

- CEO | Koltin Consulting Group
In this session, Allan Koltin will provide an overview on current trends and opportunities in CPA firm M&A. He will discuss both the perspectives of both buyers and sellers and provide advice on how to position your firm going forward. Additionally, Allan will provide an overview of activities and developments as it relates to Private Equity and their involvement with CPA and Advisory firm space. He will discuss everything from the types of PE deals that currently exist to providing an update on current multiples and valuations of firms.

Learning 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, LLP

Shelby Nelson

- Partner - SOC National Practice Leader | Frazier & Deeter, LLC

Paul Perry

- Member | Risk Advisory & Assurance Services | Warren Averett LLC
Explore how third-party risk management plays a crucial role in both public and private organizations. Join a panel of compliance leaders as they share their strategies for managing a myriad of service providers, the importance of maintaining a risk assessment, and the consequences of poor TPR management oversight.

2:30 PM – 3:45 PM PDT

TCH2506. Growing and Cross-Selling a Cyber Practice

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

Edward Keck

- Cyber Security Lead | Withum

Roman Kepczyk

- Director of Firm Technology Strategy | Rightworks, LLC

Nick Norton

- Co-Founder & Chief Visionary | Geels Norton
In the session the panelist will explain how to start and grow a cybersecurity practice. They will also share some best practices around techniques used by audit and tax teams to cross-sell the services offered by the cyber practice.

Learning 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 Services

Mike Triantos

- VP Sales and Marketing | Jirav
Join us for an insightful session that delves into the journey of establishing a successful FP&A advisory practice. Explore the critical stages of maturity that firms progress through, from foundational steps to optimized growth. Gain valuable insights on the core elements of staffing, technology, processes, and strategic development that define each stage of maturity.

4:00 PM – 4:50 PM PDT

DEI2503. Belonging - Are you at the table or on the menu?

Dave Kersting

- Owner | Capovario

Brian Streig

- CPA, Director | Calhoun, Thomson + Matza, LLP
Belonging - Are you at the table or on the menu? Engage is happening in Pride Month and it's a perfect time to highlight a segment of the community that's often overlooked, even in DEI discussions. There are a lot of reasons why this happens, but one important reason is because so few people have the opportunity to hear our stories coming from LGBTQ+ members in the accounting profession. We'll be honest, it's not always comfortable to share our stories in a public setting because of fears of damaging our professional opportunities, fears of making other people uncomfortable, and because sometimes we're not even out to our family and friends. One of our goals is to help you be more comfortable and open to hearing our stores when these opportunities come up with your colleagues, clients, and even within your families. In this session, we will explore the critical subjects of belonging, diversity, and inclusion, with a focus on the LGBTQ+ community. We'll delve into the dynamics of intersectionality and the impact of majority privilege, highlighting the challenges that hinder true inclusivity. By discussing our experiences of being gay in the accounting profession, we will provide strategies to ensure active participation and meaningful impact of LGBTQ+ voices with an aim to foster genuine representation. Through our personal stories we'll give you practical steps on how to create a genuinely inclusive and equitable environment where diversity is celebrated.

Learning 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 LLC
Communication. The thing we’ve been talking about for decades is still important - perhaps now more than ever with the fast pace of business and prevalence of remote working. It can be frustrating to feel that others don’t understand what you’re trying to say. They may even take away something from the conversation that was not your intent to convey. Repeating the same information is exhausting yet it’s easier than deciding how to say it differently. Even easier is shutting down and not communicating at all. Spoiler alert: That’s not a great idea. Have you ever carefully prepared a presentation or a response, but it falls flat or, even worse, gets a negative response in return? What went wrong? The way you communicate says a lot about you and, while words are important, there’s much more to it. Don’t leave communication on the back burner to address another day. Join us as we learn how to communicate in a way that inspires confidence in your abilities even when you say less. Gain greater self-awareness and identify the ways you are unknowingly sabotaging yourself.

Learning 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 | AICPA

4:00 PM – 4:50 PM PDT

ENG2510. Practical Steps for Firms to Build a Culture of Development

Jaclyn Badeau

- President | Badeau Consulting, LLC

Jason Deshayes

- Chief Executive Officer | Cook Wealth
As the accounting profession faces increasing competition for talent, developing your firm’s next generation of leaders is more critical than ever. In this session, we’ll explore actionable strategies for creating a culture of development that empowers staff to grow, take ownership of their careers, and deliver exceptional client service. Tailored for small and mid-sized CPA firms, this session will provide you with tangible steps to foster an environment where employees can thrive, while also helping your firm build the leadership bench strength it needs for the future.

Learning 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 LLP

Kenneth Witt

- Associate Technical Director, MA R&D | AICPA & CIMA
This session will provide an overview of the evolving Environmental, Social, and Governance (ESG) landscape. Participants will gain insights into the latest reporting drivers and regulatory requirements, including their applicability and timing. The session will explore the implications of ESG initiatives on various stakeholders and discuss strategies that many companies are adopting to develop leadership and cross-functional competencies. Additionally, the session will cover data requirements and assurance readiness to prepare for compliance and effective ESG reporting, including the appointment of ESG controllers.

Learning 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 Numbers
Numbers play a critical role in influencing decisions—but only if they’re delivered effectively. In this session, we’ll explore the factors that influence decision making at the highest levels, how to craft compelling narratives that drive strategic action and key techniques to communicate effectively. This session includes studying real-world examples to gain insight into the factors that influence executive decisions and how storytelling plays a pivotal role in shaping outcomes and framing decisions. You’ll also learn proven communication techniques to communicate with confidence and credibility, helping you build trust, demonstrate competence, convey strategic insights, and influence executive teams. This session will empower you to move beyond reporting the numbers, positioning yourself as a valued strategic partner who drives meaningful change within your organization.

4:00 PM – 4:50 PM PDT

FMA2505. Elevate Your Focus: Defeat Distractions for Peak Performance

Marcey Rader

- Productivity Speaker | RaderCo
Ring, ping, buzz, knock! Distractions are lurking around every corner, ready to pounce on your attention. Fear not! You don't need a secret hideout to gain control. Supercharge your habits and become a focus pro!

4:00 PM – 4:50 PM PDT

NAA2510. FAQ: Audits, Reviews, Compilations

Thomas Groskopf

- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., Ltd

Andrew Merryman

- Senior Manager | AICPA & CIMA
This session covers frequently asked A&A questions asked by members of the PCPS's Center for Plain English Accounting (CPEA) in the areas of audit, compilation, and review engagements, with a focus on private company issues. Get answers to technical questions that are impacting many practitioners and their clients

4:00 PM – 4:50 PM PDT

NAA2512. Creating Your Change Management Strategy for Audit Transformation

Will Hill

- Owner | Will Hill Consults, LLC

Jessie Kanter

- Partner-in-Charge of Methodology & Innovations | Citrin Cooperman
Are you ready to embark on the audit transformation journey? Or, perhaps you are just ready for the transformation to be complete! The process between current state to future state doesn't have to be scary. In this session we will dig into the critical role that your change management strategy will play in your success. Whether it be through clear communication, goal setting and tracking, or creating a scaling structure to support the growing roll out - your change management strategy could be the difference between hard fought success and simply fighting hard.

Learning 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 Long
At least one in five workers say they’ve stayed in a job solely for health insurance, with 15% saying they’ve delayed retirement due to insurance. How do you help clients overcome this one huge perceived barrier to getting on with their lives? This session covers the options available and how to piece together a plan to plug the gap between workplace-provided insurance and Medicare, with a heavy focus on HSAs and how they can help.

Learning 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 | morningstar
New methods that change global best practices in financial planning our rare. This session focuses on a new breakthrough model for combining two separate Nobel prize winning frameworks with the promise to change the future of financial planning and investment management. Much of ‘investment’ financial advising is based on Modern Portfolio Theory’s mean-variance optimization (the efficient frontier), which resulted in a Nobel Prize for Harry Markowitz. Almost all economists agree the best framework for answer critical financial planning questions is ‘lifecycle finance.’ Nobel prize winners that worked on lifecycle finance include Milton Friedman, Franco Modigliani, Paul Samuelson, Robert Merton, and others. These two Nobel prize winning ideas, one for providing advice across time and one for providing advice across assets at a point in time, have remained separate for almost 75 years. In a 2024 book published by the CFA Institute Research Foundation, Lifetime Financial Advice, Morningstar authors Thomas Idzorek and Paul Kaplan create a new type of model for lifetime financial advice that combines lifecycle finance with Modern Portfolio Theory. The book is free to all: https://rpc.cfainstitute.org/-/media/documents/article/rf-brief/lifetime-financial-advice.pdf

Learning 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 Management
These objectives are designed to empower CPAs with the tools to facilitate investment conversations that are informative, supportive, and aligned with clients' financial needs, even without in-depth investment expertise. This session will incorporate polling, group discussion and Q&A.

Learning 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 Solutions

4:00 PM – 4:50 PM PDT

SOC2505. SOC Trivia Battle: Conquering Engagement Obstacles

Angela Appleby

- Partner | Plante Moran

Neha Patel

- Executive Partner | Weaver & Tidwell LLP

Paul Perry

- Member | Risk Advisory & Assurance Services | Warren Averett LLC
Join us for an engaging and interactive session where auditors and CPAs will participate in a trivia battle designed to tackle common obstacles encountered during SOC and Third-Party Risk related engagements. This session will not only test your knowledge but also provide valuable insights and strategies to overcome challenges in evaluating SOC 1 and SOC 2 reports. Through a series of trivia questions and discussions, attendees will enhance their understanding of SOC report evaluations, learn best practices, and gain practical tips to improve their audit processes. Get ready to conquer engagement obstacles and elevate your SOC assessment skills in a fun and competitive environment.

Learning 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 LLP
In December 2023 the SEC Cyber Disclosure Rule went into effect. What have we learned in the past year and a half? How are companies defining “Materiality” when it comes to the impact of a cyber incident? Are investors actually learning anything? We will discuss these and other thoughts on the impacts of the SEC Cyber Disclosure Rule.

Learning 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 Institute
In the rapidly evolving accounting profession, leveraging technology is essential for attracting and retaining top talent. Learn how to effectively communicate the exciting opportunities and tech-driven environment of the accounting profession to appeal to tech-savvy individuals and discover practical tips for using technology as a powerful recruitment tool to enhance the appeal of a career in accounting., Join us as we explore strategies that not only retain valuable talent but also pave the way for elevated client service and overall firm success. In this session, we discuss the impact of: - 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.

Learning 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 Aerospace

Dixie McCurley

- Partner, Outsourcing & Resource Solutions | Cherry Bekaert Advisory LLC

Kalil Merhib

- Executive Vice President, Growth & Professional Services | CPA.com
Advisory services that CPA firms deliver in today's environment need to empower clients through business and digital transformations with actionable insights driven by technology. An effective partnership between advisor and client will foster continuous dialogue and strategic decision-making that enhances value to the client and profitability for the CPA firm. Through a panel discussion with a firm advisory leader and a CFO from business & industry, this session will explore the vital relationship between a strategic business advisor and their client, founded on mutual trust and a deep understanding of business objectives. Gain firsthand perspectives on cultivating successful advisory relationships that drive exceptional outcomes and discover strategies that can amplify your firm's advisory impact.

9:00 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 & CIMA

Trevor Williams

- Partner | GRF CPAs and Advisors
While DEI is often viewed through the lens of social justice, morality, and has unfortunately come under recent attack as divisive, what we cannot deny is the necessary and compelling business case for advancing diversity, demonstrating equity and creating a culture of inclusion in the workplace. The benefits are clear. This session will show how DEI practices are critical for business success and growth and provide examples of how focusing on DEI directly impacts business outcomes. Also included in this session, GRF CPAs & Advisors will share its DEI journey and strategies that have helped them improve overall business performance.

Learning 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 | Withum

9:00 AM – 9:50 AM PDT

ENG2512. Permission to be Human (TCH, EDG, FIN)

MaryBeth Hyland

- SparkVision
Work that doesn’t require emotional intelligence will be outsourced to artificial intelligence, leaving everyone who decided it wasn't vital behind in a big way. This session will lead accounting and financial professionals through tangible ways to recruit, retain, and outperform 90% of their competition by embracing technology and doubling down on their humanity.

Learning 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 Law
It’s hard to be a successor trustee. The common preference of most settlors is to name a non-professional – typically a family member or friend – as the successor trustee. Unfortunately, few of these successor trustees have the time, interest, or training to manage the complex responsibilities required of a trust administration. Due to their unfamiliarity with the role, successor trustees face a high risk of making mistakes and exposing themselves to personal responsibility. During this webinar we will explore the seven key risk mitigation strategies that, if adopted, can dramatically reduce the risk of the administration. Learning Objectives: a. Identify key risk areas for the successor trustee. b. Rules of thumb re trustee compensation. c. The annual account is not a court accounting. d. UPIA matters: Manager Selection, Delegation and Monitoring e. NOPA, when to use it.

Learning 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 | Deloitte

Patricia McGrenera

- Senior Manager | Deloitte

9:00 AM – 9:50 AM PDT

FMA2506. Courageous Conversations: Clear is Kind

Natalie Johnson

- Co-Founder | Vidl Work

9:00 AM – 9:50 AM PDT

NAA2513. AICPA Update

Susan Coffey

- Chief Executive Officer - Public Accounting | AICPA & CIMA

9:00 AM – 9:50 AM PDT

PFP2512. Building Bulletproof Retirement Income Plans

Oscar Vives

- Executive Financial Planner | Sensible Money
Clients often approach retirement with one overwhelming question: "Am I going to be OK?" This session dives deep into the strategies and tools financial planners need to confidently answer that question and create retirement income plans that truly work. From building sustainable income streams to addressing longevity, market volatility, and healthcare costs, you’ll explore how to craft comprehensive plans that provide both security and peace of mind. Whether you’re helping clients transition into retirement or considering your own financial future, this session delivers actionable insights and techniques to ensure every plan stands the test of time. Equip yourself with the knowledge to answer your clients’ toughest questions—and leave them with confidence in their financial future.

9:00 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 | Rehmann

Amy Bridges

- Senior Manager, Professional Services | CPA.com

Veronica Sims

- Principal | Varney & Associates, CPAs, LLC
In this dynamic session, discover the essential strategies and tools needed to develop a thriving client advisory services (CAS) practice. We'll explore how to harness technology, optimize processes, and enhance client relationships to drive growth and innovation. This session will introduce forward-thinking approaches for performance measurement and evaluating the success of the practice, beyond traditional metrics like hours billed and realization rates. Whether you're just starting out or looking to elevate your existing practice, this session offers actionable insights to help you focus on value creation, client satisfaction, and strategic impact.

Learning 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)
In the fast-paced world of accounting, maintaining harmony between your firm’s core values, team dynamics, client relationships, and personal aspirations is crucial yet often deprioritized. But even slight deviations off-course can result in feelings of overwhelm, unhappy staff, mediocre clients or finding yourself running a firm you no longer love.

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 Director

Carrie Kostelec

- Senior Manager - SOC & Related Services | AICPA & CIMA
Artificial intelligence is reshaping how organizations operate, but what does this mean for SOC examinations? As AI becomes increasingly integrated into business processes, it’s essential to understand how these technologies impact the audit and assurance landscape. In this session, we will dive into how AI is influencing SOC 1 and SOC 2 examinations. This session will focus on the practical techniques for managing AI development, training, and maintenance in the context of SOC reporting and will include updates from ASEC’s AI working group, along with real-world examples from firms already leveraging AI. From identifying relevant AI technologies, to evolving examination procedures to address new challenges posed by AI-driven controls and systems, join us for an engaging discussion on how AI is reshaping the SOC examination landscape and gain actionable insights into the future. Whether you are a service auditor or a professional at a service organization looking to understand how your SOC examination may be impacted, this session will help you to stay ahead of the curve.

9:00 AM – 9:50 AM PDT

TAX2507. Data Security and IRS

Catharine Drake Madeley

- Certified Public Accountant | Salling Madeley, PLLC

Terry Lemons

- Communications & Liaison Chief | IRS
Step into the ultimate session for tax and accounting professionals ready to outsmart cybercriminals and fortify their practices. In today’s ever-evolving digital landscape, tax and accounting professionals are prime targets for sophisticated cyber threats. But what if you could walk away with insider knowledge that transforms fear into confidence? Join us for a gripping exploration of cybersecurity through the eyes of a data breach victim and an IRS insider. You'll uncover the truth behind the latest email scams, phishing schemes and data breaches aimed at professionals like you. Discover the warning signs of a breach before it’s too late and gain actionable strategies to prevent, respond to and recover from cyberattacks—all while staying compliant with IRS regulations and data security laws. This session goes beyond the basics, diving into real-world examples, first-hand experiences and expert tips to arm you with a rock-solid defense plan. Don’t just keep up with cyber hygiene—master it. Why Attend? Learn to Outsmart Scammers: Decode the most common cyber scams and phishing attacks targeting tax and accounting professionals. Be Prepared, Not Panicked: Gain step-by-step guidance on how to respond to a breach and protect your clients’ sensitive information. Insider Insights: Hear from both a victim and IRS experts to get unparalleled perspectives on managing cybersecurity risks. Actionable Strategies: Walk away with tips and tools to safeguard your practice and client data like a pro. Your practice, reputation and clients depend on your ability to stay ahead of cyber threats. This is the session that will leave you empowered, equipped and ready to face anything that comes your way. Three Key Takeaways from This Session: Cyber Threat Survival Kit: 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. Breach Response Blueprint: 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. Proactive Protection Plan: Master cyber hygiene best practices and implement safeguards to protect sensitive client data, fortify your reputation and future-proof your practice against evolving threats.

Learning 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 Philanthropy
This session will discuss the top issues impacting nonprofits and the funders who create and support them. - Different types of charitable gifts - Donor acknowledgment. - How donors are utilizing and funding not only public charities but other types of tax exempt vehicles such as 501(c)(4) social welfare organizations - What to be aware of when a controlled private foundation is in a business or family ecosystem

Learning 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 | Divvy

John Delalio

- Partner | EisnerAmper

Ashley Doyen

- Manager, CAS Firm Strategy | CPA.com
As technology advances occur more rapidly and staffing challenges are pervasive, many businesses, and specifically many SMBs (small and medium-sized businesses) are looking for outsourced support for their financial operations. We know CAS practices have always played a vital role in ensuring success for their clients' financial operations, but even more so today as opportunities and risk abound in a new era in technology. This session will focus on practical ways for firms to position themselves and their services around the pain points that SMB businesses are experiencing today.

10:05 AM – 11:20 AM PDT

DEI2505. Empowering Leadership: Developing Visionary Leaders in the Accounting Profession

Kendra LaFleur

- Director | Forvis Mazars

Alexis Weber

- Senior Manager - Emerging Professionals | AICPA & CIMA
In an era where the accounting industry faces both challenges and opportunities, effective leadership is crucial to attract and retain top talent while fostering a positive workplace culture. This course combines the principles of Conscious Leadership with targeted strategies for developing the next generation of leaders in the accounting profession. Are you ready to redefine your leadership approach? Conscious Leadership prioritizes the growth and well-being of employees over traditional profit-driven metrics. By embracing this mindset, leaders can create an environment of trust, inclusivity, and collaboration, essential for navigating today’s hybrid work landscapes and diverse generational workforce. Participants will explore how to shift from autocratic leadership styles to a people-first approach, enhancing employee satisfaction, retention, and empowerment. Throughout the course, attendees will engage in self-reflection to assess their current leadership styles and learn how to cultivate a Conscious Leadership mindset. Emphasis will be placed on developing core characteristics such as empathy, active listening, and organizational stewardship. By nurturing these qualities, leaders can inspire high-performing teams that thrive on authenticity and creativity, ultimately driving organizational success. In addition to exploring Conscious Leadership, the course will address the unique challenges faced by the accounting industry, including talent shortages and the need for succession planning. Participants will discuss best practices for identifying and developing future leaders, ensuring a smooth transition of knowledge and expertise. The course will encourage leaders to embrace authenticity not only in themselves but also in those they mentor, fostering a culture of growth that prepares the next generation of partners and Chief Financial Officers. By the end of this course, participants will have practical tools to implement a Conscious Leadership approach, strategies to enhance employee engagement, and insights into cultivating future leaders in their organizations. Join us to transform your leadership style and contribute to a thriving accounting profession that values people as its greatest asset.

Learning 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, PC
From talent shortages to pathway debates, and increasing regulatory complexity and scrutiny, there are no shortages of challenges facing the accounting profession. Many believe that accounting itself is in crisis. But what if the problem isn’t distant and abstract, but deeply related to the choices we make? What if both the problems and solutions of the profession are deeply connected to the way we approach people, our purpose, and our work? No matter where you are in your career, you can have a deep and lasting impact on the people around you. Join Michael as he shares practical insights from his unique perspective as a former employee and current firm owner. Learn how to avoid common leadership mistakes, embrace personal responsibility and agency in your leadership journey, and understand the critical role of effective leadership in addressing the pressing challenges facing the accounting profession today.

10:05 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, LLP
Planning for Sunset without Bankrupting your Client The middle is often a difficult place to occupy in life. For those of modest wealth, the plan is simple – do nothing. For the very wealthy, the first step is equally simple – consume the entire BEA with gifts ASAP. However, for those in the middle, unsure how the estate tax will apply to their last dollar of accumulated wealth, planning is quite difficult. The best tax-math planning is often to “bankrupt” the client by giving away all their assets during life, however this is even less appealing than paying estate tax. Therefore, planning for those in the middle requires creativity and a variety of options. This course will cover the challenges and opportunities of estate planning over the coming year.

Learning 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

ENG2515. Auditing within Microsoft Azure and/or Google Cloud Platform (SOC, TCH)

Jeff Cook

- Managing Principal - SOC | Fortreum, LLC

Steven Ursillo

- Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity | Cherry Bekaert

10:05 AM – 11:20 AM PDT

EST2510. Speed Round- Forms 706, 709, 1041 your questions answered!

Stephen Bigge

- Partner | Keebler & Associates, LLP

Mary Kay Foss

- CPA | Mary Kay Foss CPA

Laura Hinson

- Managing Director | Deloitte

Donita 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 LLC

Paige Goepfert

- Managing Director | Andersen

10:05 AM – 11:20 AM PDT

FIN2507. Automating Accounting Processes with Power Query and Power BI

Justin Mannhardt

- Chief Customer Officer | P3 Adaptive
Accounting teams are under constant pressure to manage growing volumes of financial data with precision and speed. Manual processes, while familiar, often lead to inefficiencies and errors that can disrupt operations. Power Query and Power BI offer a modern, tech-driven solution to these challenges, transforming how accounting teams handle data and generate insights. Power Query serves as the foundation for streamlined data preparation. It simplifies extracting, cleaning, and organizing data from multiple sources, such as ERP systems, payroll files, or expense trackers. By automating these processes, Power Query eliminates manual data entry and ensures consistency across datasets. The result is clean, ready-to-use data, prepared in a fraction of the time it would take with traditional methods. Once the data is prepared, Power BI elevates it into a powerful decision-making tool. Financial data no longer has to live in static spreadsheets; instead, it can be visualized in real-time dashboards that offer a clear and interactive view of key metrics. Teams can monitor cash flow, track expenses, and analyze variances with ease, uncovering trends and outliers faster than ever before. The ability to drill down into specific data points provides the granularity accountants need while maintaining a high-level perspective for broader financial strategies. These tools don’t just save time; they create a scalable and reliable framework for accounting operations. By reducing the reliance on manual processes, Power Query and Power BI allow accounting teams to focus on higher-value tasks, such as forecasting and strategic planning. The integration of automation, visualization, and analytics brings a new level of efficiency and precision to accounting, making these tools indispensable in a tech-forward financial department. Whether tackling month-end close, preparing financial statements, or analyzing spending patterns, Power Query and Power BI empower accounting teams to work smarter, faster, and with greater accuracy.

Learning 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

10:05 AM – 11:20 AM PDT

NAA2514. ASB/ARSC Update

Chair of the ASB

- To Be Announced | To Be Announced

Jennifer Burns

- Chief Auditor | AICPA & CIMA

Michael Westervelt

- Principal - National Assurance, Construction | CLA
The session will cover ASB and ARSC activities, standard setting hot topics, recently effective standards and resources.

Learning 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, LLC

Keith Peterka

- Partner | Anchin
Many accounts and transactions must be measured at fair value under U.S. GAAP. Certain of those fair value measurements are recurring, while others only happen upon certain events. While making (or testing) fair value measurements often requires the use of experts, this session will help accountants identify and make sense of common fair value measurement challenges that arise in business combinations, asset impairment testing, and stock compensation.

10:05 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 Services

10:05 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 Management
This session will provide a comprehensive view of the many aspects involved in end-of-life planning, from financial and estate considerations to emotional support. The material will assist advisors and CPAs guide families through this complex and sensitive process.

Learning 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 CFO

Vincent Howard

- Managing Partner | Howard, Howard and Hodges
In today’s rapidly evolving business landscape, traditional hiring methods in the accounting profession may not always yield the best candidates. Expanding beyond conventional recruiting channels can bring in diverse, innovative talent, improve cultural fit, and help meet the growing demand for specialized accounting skills.

Learning 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 LLC

Mark Klein

- Partner/Chairman Emeritus | Hodgson Russ LLP
Spending six months and a day in a new state and filing a bunch of paperwork, will no longer cut it. In this session, we will discuss the rules applicable throughout the U.S. that impact a state’s ability to challenge a taxpayer’s residency. It’s not as easy as many people think.

Learning 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 Management
When it comes to preparing for a significant business liquidity event, the key is to plan early and often. How do you successfully navigate the transition from entrepreneur to investor while balancing succession and wealth transfer planning? This presentation offers insights and strategies to help business owners and executives address multigenerational trust planning, valuation discounts, qualified small business stock (QSBS), and charitable planning.

Learning 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 Norton

James Miller

- M&A | Vital Records Control
In today’s data-driven world, CPAs are increasingly expected to harness technology to deliver deeper insights and improved efficiency. This session will guide public accountants, controllers, and CFOs in how to leverage PowerBI to create scalable insights from data extraction to insights. We’ll start by exploring best practices for extracting client data from various systems, followed by step-by-step guidance on building robust data models tailored to meet analysis needs. You’ll learn how to create compelling, interactive dashboards and reports that not only streamline workflows but also uncover critical insights. Along the way, we’ll tackle common challenges like handling incomplete datasets and ensuring data security. Through real-world examples, live demonstrations, and practical tips, you’ll leave this session with actionable strategies to integrate PowerBI into your toolkit, empowering your team to deliver more value to clients and stakeholders. Whether you're new to PowerBI or looking to optimize your current workflows, this session has something for everyone.

Learning 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.com

Brian Davis

- CEO | One Stop CPA
Are you finding it challenging to keep up with branding, new technology, and client retention in today's competitive market? Are you doing all that you can to set your firm apart? Join the rising star practitioner Brian Davis, CPA, CEO at OneStop CPA and Chris Cromer, Director of Operations at CPA.com, for an insightful session designed to help your firm learn how to deepen client relationships, enhance your firm’s branding, and leverage the newest technology. This session is a must-attend if you are looking to expand your technology options and/or scale more efficiently.

1:30 PM – 2:45 PM PDT

ENG2516. Employer Strategies to Build the Accounting Pipeline (PRA, EDG, FMA)

Jennifer Wilson

- Co-founder and Partner | ConvergenceCoaching, LLC
A talent shortage continues to impact firms and finance departments across the country, including a decrease in accounting grads and CPA designations. While macro solutions are being explored at the profession level, you don’t have to wait to impact the talent you attract to your firm. What can you do to increase the pipeline of accounting grads and credentialed CPAs and create high-levels of retention of this talent in your firm? In this session, we will explore ways to positively impact the talent pool where you will:   *Recognize the six themes that are impacting the accounting pipeline and understand the role of the employer in each *Learn NextGen motivators and ways to align their values to your organization’s values and culture *Identify four solutions to increase the sense of well-being, belonging, and winning in your firm *Distinguish simple changes for you to improve the image of accounting in the minds of others  Leave this session with an action plan you can execute to positively impact the pipeline for your organization!

1:30 PM – 2:45 PM PDT

ENG2517. Laying the Foundation: Essential Steps to Start Your CPA Firm (EDG, PRAC)

Michael Meihaus

- Owner | Meihaus CPA, PC

Renee Prince

- President | Renee Prince, CPA, PC

Victoria Thayer

- Founder & CEO | Novii CPA
Discover the essential steps to successfully start your own CPA firm. This session will guide you through developing a solid business plan, choosing the right business structure, and obtaining the necessary licenses and certifications. The panel will share a practical roadmap for new entrepreneurs, highlighting key considerations and potential pitfalls. You'll leave with a clear understanding of how to lay a strong foundation for your CPA firm, ensuring you start off on the right foot and build a thriving practice.

Learning 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 | Withum

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

Jerry Leever

- CIO | GHJ Advisors

JD Stotts

- CIO | Whitley Penn
In this session the panelists will discuss best practices around managing and dealing with technology vendor relationships. They will share techniques that they have used within their own firms to improve challenging technology vendor relationships and best practices around being placed in situations involving conflict.

Learning 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 Management

Natalie Perry

- Partner | Harrison LLP

1:30 PM – 2:45 PM PDT

EST2513. Tax Affecting & Other Valuation Issues

John Prokey

- Partner | Ramsbacher Prokey Leonard LLP

1:30 PM – 2:45 PM PDT

FIN2508. The Value of Information: Creating Accurate Financial Forecasts

Carl Seidman

- Principal | Seidman Financial
Accurate financial forecasting isn't just a critical skills for finance practitioners, it's vital for a company's strategic decision-making. Yet many organizations struggle to generate forecasts that are both reliable and actionable. In this session, an FP&A practitioner/Microsoft MVP will provide guidance through the essential components of effective forecasting and Excel modeling to elevate their financial planning — ranging from data integrity and driver selection to scenario analysis and interactive reporting. You'll receive actionable tools and real-world strategies to bridge the gaps between data and business partner needs. Leave with a greater sense of peace and confidence to build forecast models that drive smarter decisions and inspire trust.

Learning 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-Cola

Janice Stucke

- CFO and Foundation Treasurer | CREW Network
The Office of CFO in every organization is under tremendous pressure to adopt AI and create value. Let’s join Jasmine and Janice as they share practical, real-life actions for digitalizing your finance function raising the bar of finance and unlocking value for your company today through three simple steps. Step 1: Commit to a Digital Readiness Roadmap Step 2: Create a Digital First Mindset Step 3: Modernize Ways of Working, including the Use of Technology Let’s step away from theory and focus on pragmatic, sustainable actions.

1:30 PM – 2:45 PM PDT

FMA2508. Studio Exchange 2

(firm size >100)

1:30 PM – 2:45 PM PDT

NAA2516. Getting the GAAP Right in Restructurings

Scott Ehrlich

- President | Mind the GAAP, LLC
Unfortunately, there isn't one single place in the Codification that addresses the accounting for restructuring activities. In this session, we will provide attendees with a roadmap to account for various types of restructuring activities, including employee severance, personnel or equipment relocation, and termination of executory contracts.

1:30 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., Ltd

Lynford Graham

- Consultant and Educator | Lynford Graham CPA
This session will take a deeper dive into some common issues that will aid in your identification of proper applications of the principles of ASC 606. The session will also illustrate performing efficient and effective audit procedures as outlined in the AICPA A&A Guide, Revenue Recognition. From the accounting side, CPEA Technical Director Thomas Groskopf will cover common recognition and measurement risks related to revenue recognition for private companies. These will include identification of performance obligations, over time recognition requirements, principal/agent considerations, and variable consideration adjustments. Dr Graham also cover a brief review of the various rev rec auditing strategies, techniques, and their impact on testing auditing revenue. We will also cover how to adapt these strategies to various business and industry revenue recognition practices. Presenter Lynford Graham is a former ASB member and chair of the auditing section of the AICPA A&A Guide, Revenue Recognition.

Learning 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 & CIMA

Laura Schuetze

- Partner - Assurance Quality & Risk | Grant Thornton LLP
Going concern continues to be in the headlines and the various auditing standard setters are preparing to issue new requirements. Auditors should also be considering how the use of technology impacts their procedures related to going concern as well as how to approach client discussions about going concern.

Learning 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 Group

Oscar Vives

- Executive Financial Planner | Sensible Money

Jimmy Williams

- CEO and Senior Wealth Advisor | Compass Capital Management, LLC
In this informative session, we'll explore the latest developments and crucial information about Medicare today and going forward. As the healthcare landscape continues to evolve, understanding available options and staying informed about changes is more important than ever. Key topics we'll cover include: -Medicare Enrollment and Plan Selection -Strategies for selecting the right coverage to suit your individual needs -Medicare Changes and Updates -Navigating Plan Options and Costs -Special Considerations This session will provide valuable insights to help you make informed decisions about Medicare coverage, whether you're new to understanding Medicare or wanting to be sure you stay up on the latest ways to optimize it. Don't miss this opportunity to gain essential knowledge for navigating the complex world of Medicare.

Learning 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.®
In this interactive session, Thomas Neal Tillery, CFP®, AEP® (Distinguished), will delve into the intricacies of trusts and operating agreements and their pivotal role in personal financial planning engagements. Attendees will explore a comprehensive case study, illustrating how careful analysis of these documents can uncover valuable planning opportunities. This session will provide practical insights into: • Identifying key provisions in trusts and operating agreements that impact financial planning. • Understanding the intersection of legal structures and client objectives. • Leveraging document analysis to create tailored strategies for wealth management, tax efficiency, and estate planning. Join us to enhance your ability to navigate complex documents and translate them into actionable strategies that deliver measurable client value.

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 Dedication
Modern portfolio theory (MPT) stems from a 1952 article by Harry Markowitz based on his doctoral dissertation. MPT became the darling of the large Wall Street brokerage houses looking for a larger market share of the personal investing industry. It was easy to understand, easy to implement to gain scale, and had the aura of academic prestige. But Markowitz did not have individual investors in mind when he did his original research. He wrote his paper for institutional investors, as he later clarified: “The ‘investing institution’ which I had most in mind when developing portfolio theory for my dissertation was the open-end investment company or mutual fund… …[but] reflection convinced me that there were clear differences in the central features of investment for institutions and investment for individuals…” Markowitz’s clarification, published in 1991, came a little too late. By then, MPT had become the dominant strategy used not only by Wall Street brokers but also by certified financial planners and other advisors whose training never even exposed them to alternative strategies such as dedicated portfolio theory (DPT). DPT is a better fit for personal investors, especially retirees who are in the “distribution” phase of life. For such investors, an “Income Portfolio” is built consisting of individualized ladders individual bonds (usually government bonds) in just the right quantities, maturing at just the right times to dedicated to matching the precise stream of withdrawals needed for the next five to ten years based on the cash flows specified in the individual’s financial plan (which is presumably comprehensive and built for the person’s lifetime). The rest of the funds are devoted to a “Growth Portfolio” consisting entirely of equities. As each year passes, equities may be sold to replenish the Income Portfolio to maintain the length of secure income stream of maturing bonds in perpetuity. If the market happens to be down enough that the probability of success is reduced (that is, if it falls below the “critical path” it must follow to ensure success), the replenishment can be postponed for another year or until it rises above its critical path. For those not yet retired and not withdrawing income from their portfolio, ladders of individual bonds held to maturity reduce the volatility that equities generate. That is one of the primary purposes of holding bonds, whether individually or in bond funds. One advantage of an individual bond is that when it is dedicated to being held to maturity, its intervening value is meaningless. Mathematically, one could say its volatility is zero since its yield to maturity is locked in once it is purchased if held to maturity. This talk with explain the dedicated portfolio strategy in detail.

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, PLLC
A comprehensive review of the myriad of tax and financial issues involved in the administration of a client’s estate including: 1. First steps to take upon learning of a client's passing; 2. Coordinating efforts among the financial advisors assisting the family; 3. Planning for and preparing Federal and state estate tax returns including the federal portability election; 4. Planning for and preparing federal and state individual income and fiduciary income tax returns including a review of the various income tax planning issues and elections that arise; 5. Discussing various financial planning issues that the family faces including qualified retirement plan distribution options; and 6. Advising on any generation skipping income tax elections and issues.

Learning 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 LLP
At some point in their career, most tax practitioners will find themselves representing a client in some form of tax controversy. While non-lawyer tax professionals may represent clients all the way through the U.S. Tax Court, some cases require - or at least highly recommend - the involvement of an attorney. This session will explore the situations in which an attorney is necessary, or at least highly useful, to effective representation in tax controversy matters.

Learning 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.

3:00 PM – 4:15 PM PDT

DCPA2506. Crafting a Winning HR Advisory Firm Strategy

Leslie Bolton

- National Director, Accountant Channel Strategy | Paychex, Inc
Join us for a focused session designed for client advisory services (CAS) leaders, as we dive into crafting a dynamic HR advisory firm strategy. From identifying service offerings to staffing and pricing strategies, attendees will gain actionable insights to elevate their firms in the realm of client advisory. Don't miss this opportunity to unlock new avenues for growth and success in CAS through an effective HR advisory firm strategy.

3:00 PM – 4:15 PM PDT

EDG2506. Thriving Amidst Technological Advances: The Power of 5 Key Leadership Skills

Jaclyn Badeau

- President | Badeau Consulting, LLC

Jessica McClain

- Chief Financial Officer | Girl Scouts Nation's Capital
In a world where AI and automation are transforming business, the importance of human skills is paramount. Discover how mastering these five essential leadership skills - critical thinking, creativity, empathy, strategic vision, and interpersonal relationships - can set you apart and propel your accounting career to new heights. Through real-world examples and interactive discussions, you'll discover how to harness these skills to stay ahead, stand out, and succeed in the ever-evolving accounting profession.

Learning 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 Associates

Paula McMillan

- Wealth Advisor | Stearns Financial Group
As the rate of 'gray divorce' - separations among couples aged 50 and older - continues to rise, CPAs are increasingly called upon to navigate the complex financial landscape these splits entail. This session will delve into the unique challenges and opportunities presented by gray divorce, with a focus on critical tax implications and planning strategies. Attendees will gain insights into key areas such as retirement account division, Social Security benefits and asset transfer regulations. We'll explore how tax laws affect divorce settlements for older couples and discuss practical approaches to minimize tax burdens for clients. By the end of this hour, CPAs will be equipped with valuable knowledge to guide clients through the financial intricacies of gray divorce, ensuring optimal tax positioning and financial stability in their post-divorce lives.

Learning 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

ENG2521. Estate Planning for the 99% of Us (TAX, EST)

Karly Laughlin

- Director | Belfint, Lyons & Shuman, P.A.

Jordon Rosen

- Director (Retired) | BLS CPA
This session will look at why estate planning is critical for the modest estate owner and review post-mortem tax, administrative and fiduciary elections with an emphasis on the portability election vs. conventional credit shelter trust planning. We will also walk participants through the process of filing the decedent's final income tax return, relevant elections and look at the issues when the decedent was a partner in a partnership or S corporate shareholder at the time of death.

Learning 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

EST2514. Why your revocable trust isn't an object- tips and tricks / What's up doc?

Carl Fiore

- Managing Director | Andersen LLC

Paige Goepfert

- Managing Director | Andersen

3:00 PM – 4:15 PM PDT

FIN2510. Building the Next Generation of Leaders

Tom Finegan

- Chairman and CEO | Clarkson Consulting
In this session, entrepreneur and WSJ bestselling author Tom Finegan, will deliver an insightful new way to think about building future generations of leadership. Through an exploration of the career journeys of several leaders and analyses of "True Amplifiers" in action, this session will: • Describe how you can identify and nurture the future leaders on your team and throughout your organization • Explore how you can build amplifiers traits, behaviors, and characteristics to grow your own career and leadership capabilities. • Explain the different ways that being a true amplifier is experienced through a diverse lens and perspective. This session is perfect for business leaders at all levels, as the lessons shared will provide a fresh and original take on building leaders, particularly in the up and down cycles of organizational transformation.

Learning 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 Company

Sarah Snell

- Chief Operating Officer | HFA Certified Public Accountants and Advisors

3:00 PM – 4:15 PM PDT

NAA2519. Complicated Lease Issues

Mike Cheng

- Partner | Frazier & Deeter

Thomas Groskopf

- Technical Director - Center for Plain English Accounting | AICPA & CIMA/Barnes, Dennig & Co., Ltd
With the implementation of the new lease standard (FASB ASC 842) behind us, this session tackles the more complicated challenges practitioners encounter when accounting for leases. Get advice related to recognition, measurement, presentation and disclosure issues that arise beyond the more straight-forward application of ASC 842.

3:00 PM – 4:15 PM PDT

NAA2520. Accounting Estimates and Auditor Responsibilities

Mike Manspeaker

- Audit Partner | SEK, CPAs & Advisors
This session will provide an overview of Statement on Auditing Standards No. 143, Auditing Accounting Estimates and Related Disclosures focusing on the opportunities to scale the requirements of SAS No. 143 to accounting estimates of all levels of complexity.

Learning 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 CPAs

Brian Wilson

- Director - Audit and Attest | AICPA & CIMA

3:00 PM – 4:15 PM PDT

PFP2520. Financial and Legal Aspects of Elder Care Planning

Elizabeth Forspan

- Partner | Forspan Klear LLP

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC
Elizabeth Forspan, Esq. of Forspan Klear LLP, a New York-based Trusts and Estates and Elder Care Law Firm, will discuss the tax issues that clients and professionals must consider when engaging in Medicaid and Elder Care Planning. Her session will review the importance of Irrevocable Trusts and other planning tools. Elizabeth will discuss situations where good estate planning may not always equal good elder care planning. Her session will focus on Medicaid and Long-Term Care Planning and its interplay with Income and Estate Taxation.

Learning 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 Long
As the number of adults who identify as DINKs (Dual Income, No Kids) and SINKs (Single and No Kids) continues to grow, the need for financial plans that address those varying life paths and goals grows. This session covers the unique areas of focus of childfree clients, along with strategies to offer that go beyond the typical financial planning path toward retirement at 65 and transferring a large amount of wealth to the next generation.

Learning 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 Granatino

Michael Maksymiw, Jr.

- Executive Director | Aprio LLP

Gary Thomson

- Managing Partner | Thomson Consulting, LLC
An honest panel about what it's like after your firm receives an investment from a private equity company - from non-owners. And that's the key: there's no perception of a giant windfall for us within the profession, so you'll get an honest take. We'll come prepared with questions for us to discuss, but we want your questions, too. We will be actively using the app during the session for folks to submit and upvote topics and questions you want us to chat about.

Learning 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 Numbers

3:00 PM – 4:15 PM PDT

SOC2507. Ask the Experts: A Discussion on Third-Party Risk Management and SOC Reporting

Angela Appleby

- Partner | Plante Moran

Chris Halterman

- Managing Director

Sean Linton

- Partner | EisnerAmper, LLP

Neha Patel

- Executive Partner | Weaver & Tidwell LLP

Steven Ursillo

- Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity | Cherry Bekaert
Join us for an engaging panel discussion with industry experts as they delve into the complexities of third-party risk management and SOC reporting. Explore best practices, emerging trends, and practical strategies to enhance your organization's risk management framework and ensure compliance with SOC reporting requirements.

Learning 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.com

Elinor Litwack

- Partner, Outsourced Accounting & Advisory Services | GRF CPAs and Advisors

Kane Polakoff

- Principal, Client Advisory Services Practice Leader | CohnReznick

Wesley Wahlberg

- Consulting Controller/CAAS Tech Strategist | CliftonLarsonAllen
In the fast-paced world of accounting, offering robust client advisory services often competes with the challenge of finding adequate time and resources. The pressure to manage existing workloads while providing strategic advice can be overwhelming. Enter generative AI—an innovative solution poised to transform how advisory services are delivered. This session will delve into how generative AI can alleviate the time constraints faced by accountants and enhance the delivery of insightful, value-added advisory services. Attendees will explore practical applications of generative AI in analyzing client data, generating actionable insights, and automating routine advisory tasks. By leveraging these advanced tools, accounting professionals and their teams can unlock new growth opportunities, scale their advisory services, and deliver more personalized, impactful guidance to their clients.

4:30 PM – 5:20 PM PDT

ENG2523. Reviewing 1040s for Financial Planning Opportunities (PFP, PRA)

Roger Pine

- CEO and Co-Founder | Holistiplan
Filing the tax return should not be the end of tax season! The return represents a unique and powerful engagement opportunity between financial advisors and their clients. And unlike other planning conversations (e.g. estate planning), with tax we get a brand new document to review every year. This session will cover key conversation opportunities arising out of 1040 reviews. Advisors can use time to demystify taxes for clients, review tax planning strategies enacted in the previous year, and set up strategies to be employed in the current year. The session will also cover best practices for creating the processes and templates around building a formal and repeatable tax return review process.

Learning 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 Consulting
The future of work is here. And, your success in this new world requires new perspectives and new approaches for building an attractive workplace. In this session, we will map the blue print for building a place where people want to work. You'll walk away with tangible actions to take to harness your opportunities, move forward with preparedness, and set your organization apart as an employer of choice. Specifics include: the power of belonging, connecting with purpose, unleashing potential and more.

Learning 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, LLP
Sunset of the Tax Cuts and Jobs Act Sunset of the Tax Cuts and Jobs Act signifies a significant turning point. Planning for it in advance is critical. The rewards for thinking ahead are enormous, as are the consequences of failing to. Moreover, as with many tax provisions sunset is likely to spur Congress to act. By examining the challenges and economic impact of sunset we can better understand what tax reforms might occur in 2025. The program will cover the following specific points: • TJCA sunset overview • The mathematics of Section 199A • Sunset of the individual bracket structure • Sunset of the TCJA deduction regime • Opportunity Zones and forced recognition • Excess business loss limitation, bonus deprecation, & Section 179 • Estate tax planning for sunset

Learning Objectives:

  • Understand the mechanics of Sunset.
  • Understanding the general scope of potential reform.
  • Understand the planning opportunities and traps for the unwary.
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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 Management
In the past decade, historically low interest rates meant families could transfer wealth by making modest principal gifts rather than large ones. That’s because they could leverage the future growth of their assets using borrowed funds to boost future returns. Thanks to minimal borrowing costs, such “leveraged strategies” flourished in low-interest environments. Today, interest rates have eased modestly from their peak, but they still reflect a somewhat restrictive Federal Reserve stance rather than a stimulative one. As a result, families continue to grapple with higher capital costs. This session will cover estate planning techniques that will struggle and those will thrive as interest rates soar.

Learning 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

FIN2512. Unlocking Potential: Taking Control of Your Professional Growth

LaToya Lacey

- Vice President, ERM & Insurance | Estee Lauder
This session dives into the transformative power of career ownership through the lens of relocation, international assignments, and challenging roles in developing markets. Discover how each experience can build resilience, cultural awareness, and a toolkit for overcoming obstacles. By exploring real-life stories of adapting to new environments, leveraging past experiences to unlock new opportunities, and embracing stretch assignments, attendees will leave equipped to take charge of their own career paths and navigate uncharted professional territories with confidence. In a world of remote working and virtual meetings, this session will also highlight the significant impact of in-person connections.

4:30 PM – 5:20 PM PDT

FMA2510. Transformative Performance: Preparing Your Firm for Future Leadership

Rachel Anevski

- President & CEO | Matters of Management, LLC
The accounting profession is changing rapidly due to technological advancements, shifting regulatory landscapes, and evolving client expectations. To succeed in this dynamic environment, public accounting firms must invest in cultivating future leaders who possess technical expertise and strong business acumen and transformational leadership skills. Key discussion topics include: leading leaders - how to recognize leadership skills in others, and learning how to incorporate strategies in developing the next generation of leaders.

4:30 PM – 5:20 PM PDT

NAA2522. Group Audits

Elizabeth Gantnier

- Partner | FORVIS

Maria Manasses

- Deputy Chief Auditor, Audit & Assurance Services | Grant Thornton LLP
Are you a group auditor, component auditor, or referred-to auditor? Join us to learn about the new risk-based approach in Statement on Auditing Standards No. 149, Special Considerations – Audits of Group Financial Statements, as well as important communications with firms within or outside your network.

Learning 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, LLC
Recent analyses performed by the Securities and Exchange Commission and others have identified that many statements of cash flows are not prepared in accordance with Accounting Standards Codification Topic 230. This session will help participants identify common errors in preparing cash flow statements and the appropriate ways to correct these deficiencies.

4:30 PM – 5:20 PM PDT

PFP2522. Lifetime Income: A License to Spend

David Blanchett

- Head of Retirement Research | PGIM
Deciding how much to spend from savings in retirement is complicated given uncertain lifespans, asset returns, inflation, etc. This presentation explores the concept that lifetime income can gives retirees a “license to spend” whereby households with a greater share of their wealth in lifetime income spend more than retirees who hold more of their wealth in savings. Additional topics discussed include a framework to determine the optimal lifetime income strategy, advisor perspectives on lifetime income solutions, and how we can improve financial plans to give clients better advice and guidance.

Learning 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 Adams

Chris Kradjan

- Managing Partner | Moss Adams LLP
This session will explore how clients use GRC systems to help automate their evidence collection, reflect on AICPA attestation standards and auditing requirements that must still be followed when client’s provide automated evidence, and consider the need to still maintain auditor skepticism and apply professional judgement.

Learning 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&F

4:30 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 Mazars

Annette Nellen

- Professor, MST Program Director | San Jose State University
The Infrastructure Investment and Jobs Act of 2021 expanded broker reporting of IRC Section 6045 to include digital assets. This reporting will start for 2025 and final regulations were issued in June 2024. This presentation covers the highlights of the final regulations, two notices and a revenue procedure released in June 2024 that address 1099-DA reporting for 2025 and later. Recordkeeping and other due diligence requirements will be a focal point including the additional time your clients and you will need to take to ensure proper reporting because not all digital asset transactions will have a 1099-DA and the forms received will need to be reconciled to taxpayer records.

Learning 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 LLP
The centralized partnership audit regime enacted as part of the Bipartisan Budget Act of 2015 (the "BBA"), generally effective for partnership taxable years beginning on or after January 1, 2018, has changed the way partnerships and their partners are affected by changes to partnership returns. These changes can be made by the partnership under the administrative adjustment request (AAR) procedures or by the IRS in an IRS partnership audit. In recent years, partnerships have been a primary focus of the IRS' enforcement activities. The BBA rules are complex, and continue to challenge taxpayers, their advisers, and the IRS. This presentation will focus on the current state of the BBA partnership audit regime and provide tips for navigating these rules.

Learning 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, LLC

4:30 PM – 5:20 PM PDT

TCH2513. Rapidfire New Apps

Ellen Choi

- Founder & CEO | Edgefield Group

Byron Patrick

- CEO | VERIFYiQ

Brian Tankersley

- Director, Strategic Relationships | K2 Enterprises, LLC

Thursday, June 12, 2025

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 | AAFCPAs
Unlock the power of your unique personality to drive your career forward and secure the ideal position that aligns with your strengths and passions. This course will guide you through understanding different personality types, identifying your own, and leveraging this self-awareness and other-awareness to enhance your professional growth. You will learn practical strategies to navigate career challenges, improve workplace relationships, make informed career decisions, and understand what type of work energizes or drains you. By the end of this course, you will be equipped with the tools and insights needed to thrive in your career and find the perfect role that fits you best.

Learning 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 LLP

Steven Platau

- Professor of Accounting | The University of Tampa

10:05 AM – 10:55 AM PDT

ENG2526. 2025 Cyber Incidents, Breaches, and Beyond (TCH, NAA)

Christopher Tait

- Principal | Baker Tilly
The cybersecurity landscape is evolving, and it can feel like your organization is on the defense keeping up with the latest cyber risks, regulations and emerging trends. As we’re seeing in recent headlines, even the most established organizations are subject to cybersecurity attacks. While sophisticated hacking is a valid threat, it’s rarely the root cause of a data breach. To mitigate risk, you must understand your organization’s unique vulnerabilities, cybersecurity processes and controls. The speakers have spent that past year collecting and observing key trends shaping the cybersecurity environment. and will give a full breakdown of what organizations need to know about trending risks and how to mitigate them.

Learning 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 LLP

Jeremy Dubow

- Founding Partner CEO | NDH LLP

10:05 AM – 10:55 AM PDT

EST2519. Estate Planning for Multi-Generational Clients

Lisa Featherngill

- National Director of Wealth Planning | Comerica Bank
This session will focus on both the financial and qualitative issues that need to be addressed when considering wealth transfer ideas for families with multi-generational wealth. Even if the TCJA is extended, these families will face estate tax issues and just as important is maintaining family unity in order to preserve the wealth. Several proven concepts will be discussed.

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 LLP
Much of professional and personal success depends on persuading others to recognize your value. Whether you’re more comfortable leading from behind the scenes or at the forefront, your personal brand is key to influencing perceptions, gaining recognition, and advancing your career.

10:05 AM – 10:55 AM PDT

PFP2523. Bob Powell - Editor of The Street's Retirement Daily

Robert Powell

- Journalist | Retirement Daily on TheStreet

10:05 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 LLP
We will discuss the significance of buy-sell agreements in business succession planning including the impact of the recent Supreme Court decision in Connelly v. United States. All buy-sell agreements and insurance premiums should be reviewed. Specific guidance will be presented for professional entities including CPAs and attorneys. The recent Clark Raymond decision will also be discussed. Session highlights include: *Proper structure post-Connelly *Entity considerations – corporation v. partnership *Contract purchase price allocations *Special S corporation traps *Section 754 election and partnership traps *Goodwill and valuation

10:05 AM – 10:55 AM PDT

SOC2509. Staying Ahead of Cyber Threats: SOC Practitioner Responsibilities and Disclosure Standards

Kimberly Koch

- Partner | Moss Adams

Sean Linton

- Partner | EisnerAmper, LLP
Join us for an in-depth discussion on cybersecurity compliance. In this session, leading SOC practitioners will discuss the professional responsibilities and disclosure requirements when a client experiences a security incident.

10:05 AM – 10:55 AM PDT

TAX2517. Renewable Energy Tax Credits: 2025 and Beyond

Randy Crabtree

- Partner | Tri-Merit

Lynn Mucenski-Keck

- National Leader, Federal Tax Policy | Withum

10:05 AM – 10:55 AM PDT

TAX2518. Taxation of Employment Incentives (including Stock Options, etc)

Karen Brosi

- Owner | Karen Brosi, EA, CFP, a LLC
The taxation of employee compensatory stock options can be quite complex. Proper planning in this arena can also be filled with potential traps. This fast paced session will help you fully understand the different tax rules for the entire alphabet soup of options: RSUs, NQs, ISOs and ESPPs. You'll also take away detailed examples of how to correctly report these transactions on your clients' tax returns.

Learning 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 | CrossCountry
The vendor landscape continues to proliferate, with most public companies having hundreds of core vendors and hundreds to thousands more in less critical roles to the organization. Increasingly, this has created a rich risk and threat environment for both insider and external issues and events. This session will articulate the vendor risks key to most organizations, the threats that abound globally, and proactive measures organizations can take to prepare, plan, and proactively create resilient vendor risk programs. We will also look at the expanding regulatory landscape in this space as well as emerging threats that are impacting the vendor landscape.

Learning 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 LLP
A panel with stories of traditional failure that are positives. Examples include: quitting a job, getting fired, losing a client, big changes where everyone does not come along, starting a business & closing We've been conditioned to not fail, and lots of things get put in the "fail" bucket that don't belong there. We will talk about how these "failures" were actually positives - in the sense that quitting a job is the right thing to do (vs there was a silver lining down the road) The panelists can be made of other speakers who are already in attendance. I'm sure there will be people I know among that group who would be happy to share how their "failures" were really successes

Learning 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, LLC
Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. Dive deep into the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. Join us to revolutionize the way you work with Microsoft 365!

Learning 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-Merit

Daniel Moore

- Owner | D.T. Moore & Company
Success in business is something so many of us are striving for in the accounting profession. Mental health issues are a pervasive problem in society at large and accountants are at a higher risk than average for being affected by them. This is in part because burnout is so prevalent in our profession. Burnout can turn into a mental health issue that can negatively impact your life, your employees and your firm unless it is identified early and appropriately addressed. In this presentation, Randy Crabtree will discuss the business case for making mental health a priority in the accounting profession by leaders, employees, and accounting firm organizations.

Learning 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 Management

Paige Goepfert

- Managing Director | Andersen

11:10 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.
Join tax litigator Keri Brown for a discussion of hot topics that the IRS is focusing on in their transfer tax audits and litigation. We’ll focus on current issues and trends at the audit level, appeals, and in litigation, including the IRS’s current darlings (formula clauses, split-dollar life insurance, QTIP terminations, penalties), as well as the old standbys (section 2036, valuation, adequate disclosure), and more. We will discuss recent cases (including McDougall and Estate of Anenberg), the IRS’s positions, and how to best position our clients at the planning level. Come for the CLE; stay for the fun!

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 Prep
As Finance business partners, we aim to become strategic partners driving sustainable growth and profitability while managing risk. But to get there, we need our cross-functional partners to offer us a seat at the table where decisions are made. This talk discusses why an environment of trust is the foundation of all successful finance business partnering. It does that by using the findings of Google’s wide-ranging project “Aristotle” as a foundation. We then discuss concrete and actionable ways for finance professionals to develop trust and deepen their understanding of the business. Next, we’ll cover a framework for auditing existing professional relationships to determine if a course correction is necessary. Finally, we’ll end with concrete advice on improving existing professional relationships.

Learning 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, LLC

11:10 AM – 12:25 PM PDT

NAA2525. Fireside Chat (Stump the Chumps)

James Brackens, Jr.

- Vice President of Ethics and Practice Quality | AICPA & CIMA

Mike Cheng

- Partner | Frazier & Deeter

11:10 AM – 12:25 PM PDT

NAA2526. Documenting SAS 145: Tips and Tricks

Lynford Graham

- Consultant and Educator | Lynford Graham CPA
This session will identify ways to perform and document your risk assessment with a maximum of utility and a minimum of effort. Risk assessment discussions will include Materiality decisions, Inherent Risk, and Internal Controls (Control Risk). The session will also highlight the changes in requirements in AU-C 315 which were effective for audits ending on or after December 15, 2023 and should be incorporated into 2024 audits.

Learning 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 | PGIM

Michael Finke

- Professor, Frank M. Engle Chair of Economic Security Research | The American College of Financial Services

Lyle Benson

- Founder and President | L. K. Benson & Company

11:10 AM – 12:25 PM PDT

SOC2510. Audit Tetris: Stacking Frameworks Like a Pro

Alexis Kennedy

- Partner | Weaver

Patrick Morin

- Principal - Information Systems and Risk Assurance | Baker Newman & Noyes
Auditing across multiple frameworks like SOC 1, SOC 2, NIST, and ISO 27001 can feel like playing an endless game of Tetris—trying to fit everything together with minimal gaps and strategic overlaps. In this session, you’ll learn how to master the art of stacking compliance requirements efficiently. Discover strategies to align frameworks, eliminate redundancies, and streamline your audit process. From leveraging technology to managing stakeholders, we’ll equip you with the tools to conquer the complexities of multi-framework audits and keep everything falling neatly into place. Get ready to level up your audit game! By the end of this session, attendees will be able to stack and align audit requirements across multiple frameworks like SOC 1, SOC 2, NIST, and ISO 27001 with the precision of a Tetris master. They’ll learn how to fit the pieces of strategic planning, procedure design, and audit efficiency into a seamless process, eliminating gaps and reducing redundancies. Attendees will also gain the skills to clear lines of communication with stakeholders, ensuring smooth collaboration and avoiding the chaos of mismatched expectations. Armed with these strategies, participants will be ready to tackle the multi-framework audit game, leveling up their compliance efforts and avoiding the dreaded "audit overrun" game over.

Learning 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 Hrdlicka

Charles Rettig

- Shareholder | Chamberlain Hrdlicka
The IRS has billions of dollars in supplemental long-term funding to modernize and implement an array of new and expanded enforcement programs significantly focused on HNW and UHNW individuals and their related entities. In this regard, the IRS has committed considerable effort in using advanced data and analytics to identify noncompliant taxpayers and has moved forward building out specialized examination teams. Be prepared – effective representation techniques and strategies when representing HNW/UNHW individuals and their Family Offices from the former IRS Commissioner and the former Counselor to the IRS Commissioner.

Learning 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 LLP

Karen Johnston

- Partner | Wipfli LLP

Christopher Tait

- Principal | Baker Tilly

Jason Uetrecht

- Partner In Charge - Private Client Services | RubinBrown
This will be an engaging panel discussion on the strategy and benefits of offshoring. The presenters represent different firms and have used offshoring in various capacities. The moderator will help the panelists draw out best practices, tips and tricks, and what to look for in the future as you seek to use offshoring to its highest potential.

Learning 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 | Schellman
In this session, I will discuss the critical issue of depression among CPAs, focusing on the importance of acknowledging mental health struggles and the journey towards recovery. Participants will learn information from professionals who have successfully managed their depression, learn strategies for seeking help, and discover resources available within the industry. Join me to break the stigma and empower yourself and your colleagues to thrive both personally and professionally.

Learning 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, LLC
Discover how Microsoft 365 Copilot can revolutionize your workflows as a CPA offering tax, accounting, financial, tech or other advisory services. In this interactive session, learn practical applications of Copilot across tools like Excel, Outlook, Teams, SharePoint, Word and beyond. We’ll demonstrate real-world examples, such as automating data analysis, streamlining client communication, and enhancing report creation and more. Walk away with actionable insights to boost productivity, improve accuracy, and free up time for strategic work. Transform the way you manage your practice and deliver value to clients by harnessing the full potential of Microsoft 365 Copilot.

Learning 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, LLP
Retirement Account Update The flurry of many small changes to the taxation of retirement accounts over recent years has been overwhelming. The SECURE Act, pandemic relief, SECURE 2.0, and a steady stream of regulations and guidance has kept us busy. Moreover, as 2025 tax reform may provide even more to take in. This course will provide an efficient update on critical developments over the last several years.

Learning 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 | SABIC
In his presentation Pascal explains why leading change is even more difficult in Finance and what the key ingredients for a successful change process are. While also referencing to academic theories, he presents real-life examples throughout his presentation and dispels existing myths around change. To conclude, Pascal provides the audience with his own change framework that has proven effective in the past.

Learning 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, LLC

Elizabeth Gantnier

- Partner | FORVIS

1:15 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.com

Charles 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, LLP

Jenny Trotta

- Principal | Plante Moran
Join us for an insightful session where we will discuss strategies for managing client delays and effectively communicating non-negotiable deadlines. Learn how to educate your clients on efficient methods for maintaining and delivering timely, accurate evidence. Discover how management and teams can navigate these challenges to ensure the timely delivery of reports.

1:15 PM – 2:30 PM PDT

TAX2520. IRS Enforcement Priorities Impacting Your Clients, and Maybe You

Thomas Cullinan

- Shareholder | Chamberlain Hrdlicka

Charles Rettig

- Shareholder | Chamberlain Hrdlicka
The former IRS Commissioner and former Counselor to the IRS Commissioner will provide practical context for the current IRS enforcement priorities and challenges ahead. The IRS has billions of dollars in supplemental long-term funding to implement an array of new and expanded enforcement programs. Practical advice based on decades of private practice and internal IRS experience focused on various IRS Compliance Campaigns targeting the use of business aircraft, issues regarding digital assets and similar, Syndicated Conservation Easements, Microcaptive insurance arrangements, Private Placement Life Insurance, Puerto Rico Act 60 and related. Advice “from the tax trenches” on current and anticipated future IRS enforcement efforts.

Learning 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 LLC

Paige Goepfert

- Managing Director | Andersen

Scott Sprinkle

- Managing Member | Sprinkle & Associates LLC

Lyle Benson

- Founder and President | L. K. Benson & Company

2:45 PM – 4:00 PM PDT

ENG2533. Cracking the Case: Real-World Examples of White-Collar Crime (FIN, NAA, FMA)

Angela Mennitt

- Supervisory Forensic Accountant | FBI

John Schmid

- Supervisory Forensic Accountant | FBI

2:45 PM – 4:00 PM PDT

ENG2534. The Relationship Between Employee Experience and Client Experience (EDG, SOC, PRA)

Arianna Campbell

- Shareholder, COO | Boomer Consulting, Inc.
In the evolving landscape of professional services, the imperative to deliver advisory and consultative services places an unprecedented emphasis on both client and employee experience. Recognizing that attracting and retaining quality staff is a shared challenge, we'll explore the link between client and employee experience. Our objectives include defining their interconnection, developing a visionary perspective that aligns with the profession, creating actionable roadmaps for improvement, and exploring collaborative strategies for cross-functional leaders to elevate both client and employee experiences within the firm. This workshop equips participants with the tools to harmonize these seemingly distinct priorities for sustained success in the evolving professional landscape.

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 LLP

Toni Lee-Andrews

- Director - Professional Ethics | AICPA

2:45 PM – 4:00 PM PDT

PRA2514. Tax Season Debrief

Nicole Davis

- Founder and Chief Hello Officer | Butler-Davis

Jennifer Dymond

- CEO | Spire Consulting Services

Matt Wilson

- Partner | Wilson Ivanova Certified Public Accountants

2:45 PM – 4:00 PM PDT

TCH2516. What's in My Bag? Gadgets and Gizmos for Road Warriors

David Cieslak

- EVP, Chief Cloud Officer | RKL eSolutions, LLC

Marc Staut

- Chief Innovation &; Technology Officer | Boomer Consulting, Inc