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Keynote presentations

Monday, September 23   | 8:00 – 9:55 am

A. Life at Performance Level


Curtis Zimmerman

Leave this session and start “Living the Dream”. Curtis will transform and inspire you by giving you the tools and confidence needed to reach ultimate potential in every aspect of your life. The message centers around an empowering metaphor. Your life is a show and you are the star. This session provides an unforgettable learning experience by using interactive juggling, the worlds hardest game of “Simon Says” and fire eating to demonstrate key concepts.





10:15 - 11:55 am

B. Professional Issues Update



Carl Peterson, CPA, CGMA, VP AICPA Small Firms

Carl Peterson, CPA, is VP of Small Firms at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. He meets with small CPA firms regularly to understand their issues and represent these firms from an advocacy and firm development perspective. Peterson serves as the voice of small firms within the AICPA on standard-setting, regulatory and small business issues. He is responsible for ensuring AICPA initiatives continue to meet the needs of small firms.

1:00 - 2:40 pm | Concurrent Sessions

C1. Yellow Book & Single Audits
Laura Lindal, CPA

This session will discuss the changes contained in the 2018 Revision to the Yellow Book as well as related documentation requirements, tips and implementation challenges.  We will also discuss other documentation challenges related to Yellow Book and Single Audits.

 C2. Individual Tax Update
Steven Wagner, CPA

Review TCJA developments that require us to re-think planning for individual taxpayers. This session will look at the new rules for itemized deductions, credits, Kiddie tax and the 2019 updated numbers for various tax limitation.

C3. The Ticking Time Bomb: Don't Get Caught without a Succession Plan
Jon Lokhorst, CPA, ACC

Successful leadership transitions are critical to the sustainability and vitality of all organizations, in both public accounting and industry. However, most lack a formal succession plan. That leaves many organizations sitting on a ticking time bomb that could derail their future, if not threaten their existence. Although succession planning involves many participants, few know where to begin. This session will jump-start the discussion by identifying common barriers to the planning process and addressing the human element that makes it so difficult. Learn the keys to effective succession planning and actionable steps to develop your next wave of leadership or serve clients with these challenges.

 C4. Personal Technologies
Tommy Stephens, CPA, CITP, CGMA

No doubt, personal technologies are now mainstream. But can we automate our homes and businesses for convenience and security? What about connecting smart speakers, like Amazon Alexa or Google Home units, into our lighting systems or our surround sound TV systems? Can we automate these, and others, to provide even more convenience, security, and privacy?

3:00 - 4:40 pm | Concurrent Sessions

D1. Advanced Single Audit Topics 
Laura Lindal, CPA

This session will be an advanced discussion of challenges to testing internal controls over compliance in a single audit and will discuss documentation requirements when sampling.

D2.  Complex Partnership Issues 
Steven Wagner, CPA

With LLC’s becoming the entity of choice for many closely held businesses, this session will explore some of the more complex issues that every practitioner working with partnerships should know. This includes allocations that create negative capital accounts, adjustments to basis of partnership assets, and issues with respect to the sale of the partnership interest.

D3. Your Greatest Leadership Challenge: A Look in the Mirror at Self-Leadership
Jon Lokhorst, CPA, ACC

In recent years, an increasing emphasis has been placed on the need for CPAs to improve their leadership skills. Most leadership development focuses on the leadership of others. However, effective leadership of others begins with effective self-leadership. This session offers an inside-out approach to building the leadership capacity necessary to lead your team or organization in today’s rapidly changing marketplace. 

 D4. Excel's Best New Features 
Tommy Stephens, CPA, CITP, CGMA

With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of Excel. For those who know about these new features and how to 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.

Keynote Session

Tuesday, August 21 | 8:00 - 9:40 am

E. Economic Forecast: What's on the Radar 



Chris Kuehl

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies. 

10:00 - 11:45 am | Concurrent Sessions

F1. FASB Accounting Update, Rev Rec, Leases and other Changes
Laura Lindal, CPA

This session will be a high-level overview of the upcoming changes to revenue recognition, lease accounting, and other accounting standards.  We will discuss considerations when planning implementation.

F2. Business Tax Update 
Steven Wagner, CPA

Explore the ins and outs of the QBI 199A deduction introduced by the TCJA. We will review IRS regulations with respect to this, including discussion on specified trades or businesses which can limit the availability of the deduction. We will also review the current status of bonus depreciation/179 deductions and recent case law affecting taxpayers.

F3. Leading Up: The Superpower Every Finance Professional Needs 
Jon Lokhorst, CPA ACC

Most leadership training focuses on leading downstream, with the goal of eventually advancing to an executive role. Few people get to be “top dog” in their organization. Even then, most CEOs or Managing Partners report to a board or executive committee. Learn the skills and tactics needed to develop an effective working relationship with your boss and other superiors. Gain the credibility and support necessary to get things done and advance professionally.

 F4. A Scary Ride on the Dark Web
Tommy Stephens, CPA, CITP, CGMA

You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails - both positive and negative. Upon completing this session, you will understand why it is important to secure your information so that you do not become yet another victim of the Dark Web.

12:45 - 2:25 pm | Concurrent Sessions

G1. Nonprofit Financial Reporting
Laura Lindal, CPA

This session will discuss the requirements of FASB Accounting Standards Update (ASU) 2016-14: Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities and address implementation challenges.

 G2. New Opportunities with TCJA to use the Cash Method of Accounting 
Steven Wagner, CPA

Learn how the TCJA expanded the availability to use the cash and completed contract methods of accounting for larger organizations. It will significantly change the requirement to maintain inventories and apply the burdensome UNICAP rules.

G3. What to do When the IRS Comes to Collect
Fredrikson & Byron, P.A.

Topics covered will include how to analyze and approach challenges presented by collection cases, including trust fund investigations, unfiled returns, and penalty abatements. The session will also address how to respond to IRS actions including levies and liens, as well as defensive measures including installment agreements, offers in compromise, and other techniques for addressing complex and large-dollar collection cases.

 G4. Tech Update
Tommy Stephens, CPA, CITP, CGMA

In this session, you will learn about a wide variety of technology trends, solutions, and opportunities. Specifically, you will learn about spending trends, software licensing issues, leading-edge hardware, mobile and cloud strategies, and security risks. If you attend only one technology session this year, make sure it is this one so that you are well-positioned for what lies ahead.


Keynote Presentation

Tuesday, August 21 |  2:45 - 4:25

H. Surviving Change, Chaos, and Confusion


Dane Wysocki

This fun filled, lively and highly interactive session will have participants rediscovering their inner child and the magic of humor in their lives. Dane Wysocki is a psychologist and humorist who has spoken about how laughter can not only help us cope in difficult times but how it can allow us to thrive no matter the circumstances. Dane has inspired thousands of adults to once again “think like a child” in a rousing and energetic performance guaranteed to touch your heart, your mind, and your funny bone.



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