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Session Descriptions

Keynote Presentations

Monday, September 19 | 8:15 - 9:30 am 

A. Professional Issues Update - Okorie Ramsey, CPA, CGMA, PMP

Okorie L. Ramsey, CPA, CGMA, PMP, is the Vice Chair of the American Institute of CPAs (AICPA). Ramsey has a proven 30-year track record of leadership and supporting financial and operational performance by enabling effective financial control environments, driving affordability and identification of internal control best practices to mitigate risk while achieving operational goals within Healthcare, Real Estate and Financial Services. 

Currently, he is the Vice President, Sarbanes/Oxley (SOX) for Kaiser Foundation Health Plan, Inc., and Kaiser Foundation Hospitals. He is a California Certified Public Accountant (CPA), Project Management Professional (PMP), and Chartered Global Management Accountant (CGMA). Mr. Ramsey is married and has two children. His interests include family time, music, investing, and mentoring young people and professionals to support them in reaching their full potential. 

Monday, September 19 | 9:45-11:00 AM

B. Economic Update - Chris Kuehl

Trends and forecasts for the US domestic economy – The titles change constantly as does the content. This is a very current assessment of the US economy at the time of the presentation and a forwardlooking analysis of trends to watch. 

Monday, September 19 | 11:10 - 12:00 PM

C. Choice Points - Liz Uram

Every day, you make hundreds of choices that impact yourself and the people around you. Many of these choices happen in an instant without any thought to their long-term results. As a leader, your effectiveness is the sum of the consequences of the choices you make on a daily basis.

As we explore the daily choices you’re faced with, you will become more aware of how they affect the way you show up; how you see others; and the quality of your relationships. As you become more mindful of your choices, you will have a renewed sense of confidence, clarity, and passion that will lead to more influence and success in all areas of life.

Monday, September 19 | 1:00 PM - 2:40 PM | Concurrent Sessions

D1. The Great “GASB” -What’s New with Governmental Accounting and Auditing? – Michele Kemp

This  session  is  designed  to  familiarize  the  participant  with the  most recently issued GASB standards, implementation issues encountered, and a snapshot of projects GASB has on the agenda. 

D2. Rental Real Estate – Am I a Pro? – Sali Sheafor

A great review of the rental real estate regulations.  This includes looking at when you qualify for the real estate professional status and what that means; some tips and tricks on 1031 exchanges; how to differentiate material and active participation; what is grouping; and more.  Bring questions to make this a great conversation.

D3. Leading with Emotional Intelligence – Liz Uram

Maintain a calm, cool, and confident presence even in difficult situations

Emotional intelligence is a leading indicator of success that results in more confidence; stronger teamwork; and good results for individuals, teams, and organizations. Emotionally intelligent leaders know how to sense, understand, and manage their emotions to improve decision making, performance, and overall engagement in the workplace.

D4. Ten Teams Features You Can’t Afford to Miss – Tommy Stephens

Microsoft Teams is one of the most exciting technologies available today. Businesses of all sizes now use Teams to communicate and collaborate and enhance control over critical workflows and information.  Yet most organizations running Teams have only scratched the surface of all it can do for them. In this session, you will learn about ten critical features in Teams that you and your team can use right away to make the most of this technology.

Monday, September 19 | 3:00 - 4:40 PM | Concurrent Sessions

E1. The Good, The Bad, and The Uniform Guidance: How it Applies to Single Audits – Michele Kemp

This session is designed to discuss the Uniform Guidance update, latest compliance supplement and most common deficiencies found in Single Audit reports.

E2. Knowing Your Limits and Those of Your Clients – Sali Sheafor

Oh, how the past two years have changed; will we ever be the same?  Knowing which boundaries to set could make all the difference.  The question is whose boundaries should you set, and how do you set them?  We’ll also discuss the competitive market we work in and strive to change the projection of the profession.

E3. How to Organize & Manage Your Time – Liz Hunt

Get Focused So You Can Get the Results You Want

This workshop solves one of the most common issues faced by today’s busy professional… the mystery of the disappearing day. Every day the most well-intentioned people wake up ready to tackle their to-do lists but at the end of the day they don’t actually see the results they were hoping for and another day disappears. Even worse, they felt busy all day long yet they don’t have anything to show for it. They soon realize that busy doesn’t equal productive but they don’t know what to do about it.  

E4. Formatting Excel Spreadsheets the Right Way – Tommy Stephens

Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel. 

In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.

Keynote Presentation

Tuesday, September 20 | 8:00 - 9:40 am

F. Choices and Consequences – Jerome Mayne

Through his gripping presentation, Jerome tells the story of how his choices got him caught up in a fraud conspiracy.  He articulates the story of his complete financial and psychological collapse, loss of freedom, and finally prison.  He addresses the vulnerabilities that can exist in the ‘business as usual’ culture in corporate America today.

Tuesday, September 20 | 10:00 - 11:40 AM | Concurrent Session

 G1. Accounting and Auditing Update – Michele Kemp


 G2. Individual Tax Update – Sali Sheafor

Look through the tax laws and see what you’re missing.  Can you push your clients in another direction with some tax planning options?

 G3. Own Your Momentum – Jason Hunt

Have you ever been stuck, trying to figure out how you can grow yourself and your practice?  This happens most often when you set a new goal, actively strive towards that goal, and then find yourself a few months later completely off track from your goal or unmotivated because you completed your goal.  What happened?  If you are like most people, the failure occurred by focusing on goals instead of growth.  In this session, you'll learn how to Own Your Momentum by becoming intentional in your short-term AND long-term growth.  You'll learn how to change your BS (belief systems), how to think in possibilities, not probabilities, and how lifetime growth is more important than specific goals.  Becoming a lifelong learner is not something that you can do in a day, but rather day by day and you'll learn how in this highly interactive session. 

G4. The Very Real Risk of Ransomware – Tommy Stephens

 Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Against that backdrop, ask yourself “am I at risk?” Of course, the likely answer is “yes”. To reduce this risk, you should participate in this session where you will learn how you can avoid becoming yet another victim of ransomware. The survival of your business may depend on it!

Tuesday, September 20 | 12:40 - 1:55 PM | Concurrent Session

H1. Close Encounters of a Fraud Kind: Schemes Found in Governmental and Not-for-Profit Entities – Michele Kemp

This  session  is  designed  to  familiarize  the  participant  with the  most common  schemes  found in government and  not-for-profit  entities.   Topics  discussed  will  include  auditor  responsibilities for detection, increased risks when internal control policies and procedures are circumvented and cyber fraud.

H2. Business Tax Update – Sali Sheafor

Take the time to reflect on some new and changing items in the business tax world while reviewing the old and grabbing one more piece of knowledge to move you forward in your tax preparation and business consulting. 

H3. Everyone Communicates, Few Connect – Jason Hunt

As a CPA, you can be an influencer. Almost everyone communicates, but those that influence connect.  Whether you work mostly one-on-one, in small groups, or with large audiences, connecting with others is a major determining factor in making a positive impact on others.  This session will help you find common ground quickly, will teach you the power of Smart Questions, and will give you tools to become a Ridiculously Exceptional Listener, all the while staying authentic in who you are. Introvert or not, learn proven principles and strategies to build a deep degree of connection and watch your influence rise – from your family, to coworkers, to those that you serve.  Connecting is a skill that YOU can learn and apply in your personal and professional relationships.

H4. Excel’s Best New Features – Tommy Stephens

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!

Tuesday, September 20 | 2:05 - 3:20 PM | Concurrent Session

I1. Follow the Yellow Book Road: Staying Compliant with Government Auditing Standards – Michele Kemp

This session  is  designed  to  familiarize  the  participant  with Government  Auditing  Standards,  2018 Revision. Topics related to independence, ethics and standards related to attestation engagement audits will be discussed.

I2. IRA Rollover Do’s and Dont’s – Sali Sheafor

A candid look at who you should partner with, how you can help your clients plan for retirement, when that should start, and what it would look like.  Sometimes we need to practice what we preach.

I3. Becoming a Person of Influence – Jason Hunt

We all want to live lives that matter, but just how do we make a positive difference?  Some believe that you must have an impressive title to do so, but that is a mistake.  The best leaders recognize that no matter where you are in the organization, you have influence - and intentionally using that influence to make a positive difference makes you a leader.  This is a highly engaging and powerful session on leadership, breaking this complicated subject down into four simple components: care, connection, collaboration, and courage. Master these and watch your ability to retain talent, prevent burnout, and grow others increase no matter the size of your practice.  Whatever your vocation or aspiration, grow your influence and you'll grow your positive impact in the lives of others - at home, at work, and in every other area of life. 

I4. Technoethics – Tommy Stephens

From the dawn of the Digital Age, ethical issues – with no easy solutions – have existed. These include questions relating to privacy, workers’ rights, and intellectual property. And, as technology advances, more issues are sure to arise. In this session, you will learn about the emerging field of technoethics and what you can do to promote ethical behavior in your organization, particularly as it relates to technology. You will also learn about some of the more notable technoethics lapses that have occurred, the fallout resulting from them, and how they could have been prevented.

Keynote Presentation

Tuesday, September 20 | 3:40 - 4:30 PM

J. Making Other People’s Dreams Come True – Rob Quillen

Imagine yourself sitting next to a loved one or a friend and you know that they only have 24 hours left to live. What's your conversation going to be like with them? Now imagine yourself sitting next to the same person, but this time, you know that this person has 20, 30 or 40 years left to live.  What's your conversation going to be like with them? The conversations shouldn't be any different, but in our world today, they are.

Rob's message and speech teach us that there shouldn't be a difference in those conversations and he shows us how to bridge the gap between people dying with unfulfilled dreams and people living a life of having all of their dreams come true - before it's too late. Rob will share with you how a random meeting with a perfect stranger the day before 9/11 changed his life and how it will forever change yours. 

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