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Monday, June 15  |  8:00 -  9:30

A. Maintaining a Healthy Culture in the Time of COVID-19

Hannah Ubl

Everyone deserves an amazing place to work… so why do so many people dread getting out of bed in the morning? While you’ve probably heard the phrase “culture eats strategy for breakfast,” rarely do organizations focus their time, money, and resources on improving their workplace culture. This presentation is all about helping clients building and maintaining a thriving culture. It gives leaders and managers a cultural playbook to assess if their own culture is designed to empower their employees. By unpacking the most pertinent organizational design trends, what’s worked (and also what hasn’t), and exploring basic human motivations, Hannah aims to give fresh insights and tools so you can create a workplace that makes people want to spring out of bed in the morning.

Monday, June 15 |  9:50 - 11:30

B1. Emerging Technologies – 2020 and Beyond

Brian Tankersley, CPA, CITP, CGMA

Emerging technologies are changing so fast, it is hard to predict the future. Quantum supremacy may be driven by the Dowling-Neven Law of double exponential growth. We are seeing this in quantum computing, artificial intelligence, machine learning and robotic process automation. How can you keep from being blind-sided by a technology like blockchain or predictive analytics? This session will provide a road map on emerging technologies and choices you can implement now.

Major Subjects Covered

  • Hardware enablement
  • Software evolution
  • Practical tools you can use today
  • Unusual emerging technologies to watch in the future
  • Emerging technologies that are not ready for prime time

 B2. 2020 FASB Update: What CPAs Need to Know

Leah Donti, CPA, CMA, MBA

2020 is proving to be another busy year for FASB. New updates, standards and guidance are here. Make sure you know which changes will impact you and your work. In this informative session for CPAs in both industry and public practice, delve into the latest issues facing private and public companies. See what’s effective in 2020.

Topics covered:

  • Apply the most pervasive accounting updates issued by the FASB
  • Understand the changes coming to Financial instruments (credit losses, hedging)
  • Explore the recent changes coming from the Private Company Council
  • Learn the recent developments on the new lease standard

Monday, June 15  |  12:20 - 2:00

C1. Understanding Workflow and Automation Essentials

Brian Tankersley, CPA, CITP, CGMA

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.

Major Subjects Covered

  • Process documentation
  • Software options
  • Practical tools you can use today and may even own now
  • Tips on optimizing workflow
  • Demonstration of workflow concepts


C2. COVID-19 Accounting and Reporting Issues

Leah Donti, CPA, CMA, MBA

The amount of change in the accounting profession is overwhelming, making it tough for the CPA to keep up. The COVID-19 pandemic presents unique challenges in accounting and reporting for all types of businesses. This session will delve into these issues.

Topics covered:

  • Discuss financial reporting issues as a result of COVID-19
  • Assess different types of long-lived assets for impairment
  • Measure financial assets
  • Evaluate issues with doing a remote financial close and adapting internal controls

Monday, June 15 |  2:10 - 3:25

D1. HR Issues Related to COVID-19


This session will address employer responsibilities related to COVID-19, the Families First Coronavirus Response Act, CARES Act, employer screening, return to work policies and programs, OSHA issues related to COVID-19, employee benefit issues and employer rights, handling specific issues, integration with Business Continuity and Disaster Recovery plans.


D2. Are You Ready to Respond to a Cyber Incident?

Donny Shimamoto, CPA.CITP, CGMA

With everyone working from home due to COVID-19, cybersecurity risks are greatly increased. As cyber-threats continue to evolve, it’s not often IF you’ll have a cyber-incident but WHEN? One of the keys to minimizing the damage from a cyber-attack is to ensure that your team is ready to respond if an incident is reported. Proper incident response requires more than just your IT team. Depending on the type of attack and data that is at risk, there may be additional compliance, external notifications, forensic data preservation, business continuity, insurance, and other business aspects that must be properly addressed to both minimize damage and ensure you are protected from litigation. Attend this session to understand what factors you should consider in developing your incident response strategy and policies, and how to ensure that your IT team is doing what they need to do as well.

Monday, June 15 |  3:45 – 4:35

E. How Accountants Ensure Business Resiliency for the Next Coronavirus

Donny Shimamoto, CPA.CITP, CGMA

COVID-19 created an unprecedented economic crisis that accountants were called upon to triage and stop continued economic bleeding. Accountants had to help many business owners and colleagues make difficult business decisions that often went well beyond just finance. In this session we’ll take a look at the multi-faceted role that accountants play in economic triage and the building of business resiliency. I’ll explain how core accountant skills like risk management and financial planning & analysis—and their supporting technologies—and our core competencies of ethics and objectivity, play critical roles in driving better business decision-making.


Tuesday, June 16  | 8:00 - 9:40

F. Business Ethics Update 2020

Boz Bostrom

Learn about laws and regulations which apply to CPAs, consequences of violating those provisions, current ethical violations, and benefits of ethical leadership.

Tuesday, June 16  |  10:00-11:40

G1. Tax Update

Mel Schwarz, Adam Sweet, Andrea Mouw, Jim Donovan

COVID-19 has changed the business and tax legislative outlook. In response to the coronavirus, we have seen the CARES Act and SBA Relief efforts take priority for businesses navigating this unprecedented time, as they search for opportunity to sustain and increase cash flow. Groundwork is being laid for post-election tax changes that could significantly impact both business and individual taxpayers. Staying up-to-date on areas impacting your situation is important and can allow you to better plan for changes that may be coming. Key topics expected to be covered during the session include:


  • SBA Relief and PPP Loan Forgiveness
  • QIP, NOLs and Accounting Method Modifications
  • Employee Retention Tax Credit
  • CARES Act
  • Tax Cuts and Jobs Act


G2. Privacy: From Global to Local, What You Need to Know to Protect Personal Data

Sheila Vedquam, CIPM

What is personal data, who makes the rules around use of personal data, why is this important and what rights does the data owner have?  If you’ve ever encountered these questions or wondered yourself about how to manage the personal data collected about you, then this is the session for you! We’ll start with the basics around definitions of personal data and the regulatory environment for personal data and then talk about lifecycle of data collection through to data deletion, sharing tips and lessons learned from my experience in building and managing a program from the bottom up.

Tuesday, June 16  |  12:30-1:45

H1. Implementing Security and Privacy Policies

Brian Tankersley, CPA, CITP, CGMA

How do you communicate the security needed in your organization to your IT team? When was the last time you updated your security policies? Are you compliant with the current regulatory environment, and is your business using best practices that reflect the threats of today? Attend this session to receive a suggested security strategy and checklist, as well as sample documents to use as models to update your own policies.

Major Subjects Covered

  • Data security check list
  • Minimum security protections
  • Examples of policies that comply with regulations
  • Suggested implementation strategy
  • Security guidance that you can provide to others


H2. Getting on Top of It All: The New Science for Increasing Productivity in Yourself and Others

Jonathan Robinson, M.A., M.F.T.
In this workshop you are going to learn different skills that will help you to be more successful in your professional and personal life. This workshop will go over many powerful techniques, and you will get a chance to see how effective they are by personal experience.

Tuesday, June 16  |  1:55-3:10

I1. Fraudulent Financial Reporting

Thomas Buckhoff, Ph.D., CPA/CFF, CFE

This session has four primary objectives: (1) to explore the nature, extent, causes, and red flags of fraudulent financial reporting, (2) to differentiate fraudulent financial reporting from asset-theft fraud and discuss why auditors have historically been ineffective in uncovering either type of fraud, (3) to review 20 of the most common “creative accounting practices” used to ‘cook the books,’ and (4) to examine effective methods for detecting and preventing fraudulent financial reporting.


I2. Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business

Jonathan Robinson, M.A., M.F.T.

You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.

Tuesday, June 16  |  3:30 - 4:20

J. Economic Update

Dr. Chris Kuehl

Dr. Chris Kuehl is a Management Conference favorite! His informative sessions generally include a good dose of dry humor. Dr. 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. He is also the economic analyst for several state CPA societies.

Wednesday, June 17  |  8:00 - 9:40

K. Why Internal Controls Often Fail

Thomas Buckhoff, Ph.D., CPA/CFF, CFE

One of the primary objectives of internal controls is to prevent and detect fraud. Nevertheless, many companies with extensive internal control systems experience substantial losses due to fraud. This presentation will explore the reasons why internal controls oftentimes fail to prevent and detect fraud and how to create a more effective internal control system.


Wednesday, June 17  |  10:00 - 11:40

 L. Next-Level Leadership: Why YOU Matter Most

Kara Jorvig

One of the most significant challenges leaders face is creating the time and space to work “on” their development and not just “in” it. Clarity (or lack thereof) is a barrier we all face as we strive to achieve our growth goals, improve our leadership competencies and elevate our business strategies. Today’s leaders also need support to stay in balance and be aware of the things that are holding them back. During this breakout, Kara will share her guiding framework of “Awareness. Alignment. Action. Accountability.” to address these critical challenges. She will reveal the specific strategies she uses to build awareness, gain clarity, align with goals and activate plans. She will leave you with a new perspective, tools and motivation to take you and your team to the next level.  

 “You will only attract who you are, and you will only lead where you have gone yourself.”

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