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Conference Schedule

Virtual Schedule has limited sessions
*sessions not available virtually

Monday, June 19

8:00 am - 9:55 am

A. Ethics: The Role of You - Jeremy Wortman (2 Ethics CPE)

10:05 am - 10:55 am

B1. Becoming a Great Predictor: Create Better Forecasts - Brian Maturi
B2. HR and Employment Updates - Larry Morgan
B3. Privacy Issues and Solutions - Tommy Stephens
B4. Building Effective Leaders - Jeremy Wortman*

11:10 am - 12:00 pm

C1. Communicating Financial Information to Non-Accountants - Brian Maturi
C2. Changing Benefits for a Changing Workforce - Larry Morgan
C3. Fraud Stories: Lessons Learned - Tommy Stephens
C4. Ethical Leadership Through Emotional Intelligence - Jeremy Wortman*

1:00 pm - 2:15 pm

D1. Commodity and Interest Rate Risks: Manage the Unmanageable - Brian Maturi
D2. Managing the Remote Workforce - Larry Morgan
D3. Best Kept Secrets of Microsoft 365 - Tommy Stephens
D4. ESOPs - Bart McIlonie*

2:25 pm - 3:40 pm

E1. Best Pracitces EVA/RCE: Metrics to Gauge Real Preformance - Brian Maturi
E2. Legislative Update for 2023 - Andrea Pfennig & Sherre Sattler
E3. Excel's Best New Features - Tommy Stephens
E4. Mobile and Remote Device Security - Wes Henry*

3:50 pm - 4:40 pm

F. Economic Update - Chris Kuehl

Tuesday, June 20

8:00 am - 9:15 am

G. Amplifi: Identify and Magnify Your Defining Features - David Rendall

9:25 am - 10:40 am

H1. AI in the Modern Accounting Shop - Chris Denver
H2. The Four Factors of Effective Leadership - David Rendall
H3. Ten "Must Know" Features  in Excel - Steve Yoss
H4.Get a Grip On Your Business- Patrick Metzger*

10:55 am - 11:45 am

I1. Latest Technical Accounting Guidance/Exposure Drafts - Chris Denver
I2. How ESG Creates Opportunities for CPAs - Leah Donti
I3. Six Essential Teams Features - Steve Yoss
I4. What to do When the IRS Comes to Collect - Michael Raum*

1:00 pm - 2:15 pm

J1. Governance and Internal Control in a Time of Rapid Digitization - Chris Denver
J2. How to Improve Working Relationships When Working with Multiple Generations - Leah Donti
J3. Artifical Intelligence for Accounting and Financial Professionals - Steve Yoss
J4. Sourcing for Sales and Income Tax: Trends, Similarieties, & Differences - Kyle Brehm*

2:25 pm - 3:40 pm

K1. Robotic Process Automation in the Accounting Function - Chris Denver
K2. FASB Update: What's Effective in 2023? - Leah Donti
K3. Tech Update 2023 - Steve Yoss
K4. Distribution Options for Workplace Transitions - Jason Bedford*

3:50 pm - 4:40 pm

L. How to Reach the Summit - Jon Michael Ogletree


CPE: 16 hours available
Includes 2 Ethics Hours

Holiday Inn - Fargo
3803 13th Avenue South
Fargo, ND 58103
*Ask about the North Dakota CPA Management Conference*

Fees: Add $50 after May 31
$450 Member ($550 Nonmember)
$400 One Day Member ($500 One Day Nonmember)
$430 Group Discount

Group Discount is available for groups of 10 or more from the same company. Participants can be any combo of in-person and/or virtual.

Cancellation and Refunds: Full refund if received 10 working days prior to conference. A $50 admin fee is charged if canceling less than 10 working days before conference. No refunds after June 16. Exceptions considered on a case by case basis.

Thank You to the Members in Industry Committee:

  • KrisCinda Erickson, Minn-Dak Farmers Coop, Wahpeton (Chair)
  • Jason Hulstein, Microsoft, Fargo
  • Barry Chouinard, Fargo
  • Dee Ann Ellingson, UND Dept of Accounting, Grand Forks
  • Marci Erbele, Doosan Infracore Construction, West Fargo
  • Jackie Gapp, Fargo Public Schools, Fargo
  • Sheldon Kauk, Eide Ford M-L, Inc, Bismarck (Board Liason)
  • Janet Kubisiak, Basin Electric Power Coop, Bismarck
  • Niketa Kusler, Advanced Business Methods, West Fargo
  • Barry Maring, Sonmar Management, Fargo
  • Jean Ostrom-Blonigen, NDSU EPSCoR, Fargo
  • Carol Rogne, DFC Consultants, LTD., Fargo
  • Jodi Satkunam, Fargo
  • Tamara Sprynczynatyk, American Crystal Sugar, Moorhead

Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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