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    2019 Spring Accounting Expo
    2019 Spring Accounting Expo
    Houston CPA Society CONFERENCE
    Wed, May 22, 2019 @ 08:00 AM — Thu, May 23, 2019 @ 06:00 PM
    THIS EVENT IS 100% FREE!

    Join us at the largest event in Texas designed for CPAs in business and industry and those who work with industry companies. With over 1,000 attendees and 30+ exhibitors, this event will provide you with 18 hours of CPE to bring you up to date on the latest tools, resources and information impacting your profession.

    Registration: Open
    All times are Central Time (unless otherwise specified)
    Event Dates
    MAY
    22
    WEDNESDAY
    to
    MAY
    23
    THURSDAY
    8:00 AM to 6:00 PM
    Registration Closes
    May 21, 2019 @ 3:30 pm
    Location
    Address
    NRG Center
    1 NRG Park
    Houston, TX  USA
    Selection Options
    US Dollar
     
    member and non-cpa registration
    Member and Non-CPA Registration BOTH DAYS
    Member and Non-CPA Registration BOTH DAYS
    $ 425.00 
    Wednesday May 22, 2019 @  06:50:AM — Thursday May 23, 2019 @  05:50:PM CDT

    For TSCPA members and those ineligible for membership but would like to attend

     
    Member and Non-CPA Registration WEDNESDAY ONLY
    Member and Non-CPA Registration WEDNESDAY ONLY
    $ 250.00 
    Wednesday May 22, 2019 @  06:50:AM  —  05:50:PM CDT

    For TSCPA members and those ineligible for membership but would like to attend

     
    Member and Non-CPA Registration THURSDAY ONLY
    Member and Non-CPA Registration THURSDAY ONLY
    $ 250.00 
    Thursday May 23, 2019 @  06:50:AM  —  05:50:PM CDT

    For TSCPA members and those ineligible for membership but would like to attend

     
     
    non-member registration
    Non-Member CPA Registration BOTH DAYS
    Non-Member CPA Registration BOTH DAYS
    $ 525.00 
    Wednesday May 22, 2019 @  06:50:AM — Thursday May 23, 2019 @  05:50:PM CDT
     
    Non-Member CPA Registration WEDNESDAY ONLY
    Non-Member CPA Registration WEDNESDAY ONLY
    $ 350.00 
    Wednesday May 22, 2019 @  06:50:AM  —  05:50:PM CDT
     
    Non-Member CPA Registration THURSDAY ONLY
    Non-Member CPA Registration THURSDAY ONLY
    $ 350.00 
    Thursday May 23, 2019 @  06:50:AM  —  05:50:PM CDT
     
     
    wednesday early bird 6:50 - 7:40
    Taking Your Business to the Next Level
    Taking Your Business to the Next Level
     
    NRG Center
    Wednesday May 22, 2019 @  06:50:AM  —  07:40:AM CDT

    Christine Spray


    Even the most successful business leaders find running a business more challenging than they expected. Eventually, most grapple with one (or more) of the following challenges: 

            

    Lack of Control – over time, the market, or the company

            

    People – employees, customers and vendors that just don’t seem to listen or follow through

           

    Profit – simply put, there’s not enough of it

           

    Growth – the company just can’t break through to the next level

            

    Magic Pills – lots of remedies and quick fixes have come and gone but the wheels are still spinning


    Christine Spray delivers an engaging and interactive program that helps business executives start seeing their business differently. 


    Spray helps financial executives add value to their organization so everything will start working harmoniously, and the leadership team will be able to remove or solve all problems, obstacles, and frustrations.


    This holistic system will provide simple, time-tested tools that can be immediately used to achieve the company’s goals and objectives. 

            

    Participants gain simple, effective tools that can be immediately used and put into action.

          

    They will learn how to help drive financial performance to a new level. 

         

    Finally, participants will learn how to get a pulse on their business and gain immediate

    traction to achieve the results they desire.


     
     
    wednesday session 8:00 - 8:50
    Imperatives for the Finance Function 2020
    Imperatives for the Finance Function 2020
     
    Wednesday May 22, 2019 @  08:00:PM  —  08:50:PM CDT

    Ash Noah, CPA, FCMA, CGMA

     
     
    wednesday sessions 9:00 - 9:50
    Hot Topics in the Not For Profit World
    Hot Topics in the Not For Profit World
     
    Wednesday May 22, 2019 @  09:00:AM  —  09:50:AM CDT

    Cheryl O'Brien, CPA, CGMA


    So what is new in the not for profit world? This is the session to attend to find out the answer! We will address upcoming changes in the regulatory world and also discuss how the Tax Cuts and Jobs Act of 2017 has impacted not for profit entities.

     
    Current Audit Innovation Tools
    Current Audit Innovation Tools
     
    Wednesday May 22, 2019 @  09:00:AM  —  09:50:AM CDT

    Stephanie McCasland, CPA


    We are in a constant state of disruption as the accounting profession is faced with new technologies. As the digital age expands, the accounting profession must develop/align our processes in response to this revolution.


    The course will introduce current data extraction, preparation, and analytic tools in the market place and how these can be incorporated in the audit process or day to day operations. We will explore various market tools such as Audit Accelerator, ASAP Utilities, IDEA, MindBridge, etc.


     
    Culture
    Culture
     
    Wednesday May 22, 2019 @  09:00:AM  —  09:50:PM CDT

    Wesley Middleton, CPA

     
     
    wednesday sessions 10:10 - 11:00
    Making Sense of Today's Economy and Investing
    Making Sense of Today's Economy and Investing
     
    Wednesday May 22, 2019 @  10:10:AM  —  12:00:PM CDT

    Kate Warne, Ph.D., CFA


    Kate will discuss the investment environment, including our

    outlook for the economy, interest rates and the markets. She will also provide

    perspective on current issues and their potential impact, and some

    recommendations for how investors can position for the road ahead.  


     
    Excel 2016
    Excel 2016
     
    Wednesday May 22, 2019 @  10:10:AM  —  11:00:AM CDT

    Kate D. Skol, MCT


    • Using Flash Fill
    • Turn All of Your Data into Tables
    • Creating and Using Charts to Visualize Your Data
    • Analyze Your Data with Pivot Tables


     
    Experience Gold Standard of Service Through Trust & Communication
    Experience Gold Standard of Service Through Trust & Communication
     
    Wednesday May 22, 2019 @  10:10:AM  —  11:00:AM CDT

    Barbara Hayley


    As improving customer experience

    becomes a bigger component of corporate strategy, more executives will

    face the decision to commit their organizations to a broad customer-experience

    transformation. But it’s not sufficient to understand that the benefits of

    change are great. The first step in setting up any customer-experience

    transformation is establishing the right overall architecture. Strong Leadership: Establishing a

    customer-centric culture starts at the very top. High trust environments and a

    winning culture are essential. Most of us, would say that we are

    committed to delivering exceptional client service, however,

    when asked what exceptional client service looks like, we hear things like

    “delivering the engagement on time (or early) and within (or under) budget” and

    “being available and responsive to client requests and questions.” I assert

    those represent the traditional transactional approach to client service. Best Places to Work discovered in 2018 the new paradigm is an “For All” mentality. While great cultures enjoy higher

    profits, the "For All" accelerates it. When people

    are operating from an opportunity to contribute fully, their performance goes

    up. There

    is tremendous personal power with a commitment to being of service at all times

    and under all circumstances. Service is the true brand differentiator, and

    authentic, personalized service is what drives customer loyalty.

     
     
    wednesday sessions 11:10 - 12:00
    Power BI Desktop
    Power BI Desktop
     
    Wednesday May 22, 2019 @  11:10:AM  —  12:00:PM CDT

    Ms. Kate Skol, MCT


    • Navigate in Power BI Desktop
    • View and Understand Data Models
    • Create Reports using Data Model Data
    • Use DAX Functions
    • Create Measures
    • Create Tables, Matrices and Charts
    • Create Basic Dashboards


     
    Context Building for a Winning Culture
    Context Building for a Winning Culture
     
    Wednesday May 22, 2019 @  11:10:AM  —  12:00:PM CDT

    Barbara Hayley


    Creating a winning culture of learning and

    real leadership, regardless of the industry, is key to long-term production

    and growth. It requires a new kind of leadership – one that is ‘change savvy’

    and willing to throw out the old command-and-control business model. Most

    companies proudly claim, ‘people are our most important asset,’ but more often

    their policies and procedures, and even their mindsets, do not reflect that.

    The foundation of bringing about transformational change is recognizing that

    this is a process and it will not happen overnight. So, here’s the big question

    leaders need to ask themselves: How are we going to shift to a new and more

    effective kind of leadership, a new focus we call developmental leadership? It

    requires the presence of a learning culture and to use context regularly. When you reduce complaining, gossip and undermining and turn complaints into request, make rules of engagement for communication it is natural for turnover to dramatically decrease and productivity increase which leads to increased profits, customer loyalty, employee engagement, referrals and great talent wanting to work for your firm, less mistakes and more responsibility and leaders at all levels... innovation comes ALIVE!

     
     
    wednesday lunch 12:00 - 1:10
    Employee Engagement
    Employee Engagement
     
    Wednesday May 22, 2019 @  12:00:PM  —  01:10:PM CDT

    Bruce Saxton


    What causes employee engagement?


    Let's start with what does not cause employee engagement.

    Bonuses, Benefits and Pats on the Back.


    Learn in this session the Four Contributing Factors to employee engagement that have all do to with YOU, not them.


     
     
    wednesday sessions 1:10 - 2:50
    Healthcare Does Not Have To Be a 4 Letter Word!
    Healthcare Does Not Have To Be a 4 Letter Word!
     
    Wednesday May 22, 2019 @  01:10:PM  —  02:50:PM CDT

    Richard Nevins, CPA


    Frustrated about insurance? Confused about what is covered? Wondering if there is an easier way? At this presentation, we will discuss the mistakes employers make and the keys to providing a good coverage for your employees. And, what the future may hold for insurance especially as the election draws near.


     
    Battle of the Cloud Titans - Microsoft Dynamics 365 Business Central vs Sag …
    Battle of the Cloud Titans - Microsoft Dynamics 365 Business Central vs Sag …
     
    Wednesday May 22, 2019 @  01:10:PM  —  02:50:PM CDT

    Dave Kerr, CPA


    Experience a 9 round all out battle between these two accounting cloud Titans.  During this 90 minute session you will witness a detailed comparison and a back and forth demo between these two SAAS powerhouses.  Each will provide their best punches for Dashboards, Financials, Budgeting, Manufacturing, Payroll, Warehouse Management, Workflow Approvals, Pricing and Reporting. Participants will be asked to score each round with the final winner determined by the will of the crowd.


     
    Increasing Performance Through Communication
    Increasing Performance Through Communication
     
    Wednesday May 22, 2019 @  01:10:PM  —  02:50:PM CDT

    Carol A. Cooper, PC


    This session provides a glimpse at "practices" used for increasing personal performance as well as organizational performance through communication while distinguishing context, effective requests, interpretation and various other distinctions.

     
     
    wednesday sessions 3:00 - 3:50
    Are you a victim of fraud? Probably. So what can you do about it….
    Are you a victim of fraud? Probably. So what can you do about it….
     
    Wednesday May 22, 2019 @  03:00:PM  —  03:50:PM CDT

    Danielle Cheek Supkis, CPA, CFE, CVA


    According to the Kroll Global Fraud 2017/2018 report, 84% of US Companies suffered at least one type of fraud in the last year. This session will cover preventative steps that you can take to protect your organization.


    Learning Objectives:

    • Identify common fraud risks at your organization.
    • Learn common controls that mitigate risks as well as think about how to design controls specific to your organization.
     
    How to Enable Remote Work on Your Accounting Team
    How to Enable Remote Work on Your Accounting Team
     
    Wednesday May 22, 2019 @  03:00:PM  —  03:50:PM CDT

    Blake Oliver, CPA


    Unemployment for accountants and auditors is at historic lows, and the talent shortage is just going to get worse. So how is a controller or CFO expected to recruit and retain top talent? T


    The answer is remote work.


    Across every age group what accountants want — and increasingly demand — is the flexibility to work how, when, and where they want. And smart controllers & CFOs are finally coming to understand that what’s good for their staff is good for them.


    Join this session to learn how accounting leaders leverage cloud technology and modern leadership skills to enable and empower their distributed teams to work from home and/or on flexible schedules — without sacrificing work output or quality.


     
    Man's Continuing Inhumanity to Man: Employment Law Updated 2019
    Man's Continuing Inhumanity to Man: Employment Law Updated 2019
     
    Wednesday May 22, 2019 @  03:00:PM  —  03:50:PM CDT

    Jack Wisdom, Attorney


    Human beings are complex and amazing. We are capable of artistic brilliance (consider, for example, George Jones) and low-down ridiculousness (consider, for example, George Jones). As employers and employees, we are capable of turning personal foibles into federal lawsuits. This presentation will offer no artistic brilliance, but it will feature true stories of low-down ridiculousness, all for educational purposes. We will discuss real cases from the last 12 months, and we will try to learn (and possibly be entertained by) other people’s mistakes.

     
     
    wednesday session 4:00 - 4:50
    Digital Forensics: Finding the Digital Needle in the Haystack
    Digital Forensics: Finding the Digital Needle in the Haystack
     
    Wednesday May 22, 2019 @  04:00:PM  —  04:50:PM CDT

    Rick Garcia, EnCE


    This session will cover the following topics:


    • Uses and practical applications of digital forensics
    • Tips for selecting the appropriate expert (IT v Forensics Expert)
    • Case Examples: GPS/Location-based data, IP data exfiltration, spoliation, cloud-storage, instant messaging, etc
     
    How Emerging Technologies are Enhancing the Accounting Profession
    How Emerging Technologies are Enhancing the Accounting Profession
     
    Wednesday May 22, 2019 @  04:00:PM  —  04:50:PM CDT

    Donny Shimamoto, CPA, CITP, CGMA


    Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Accounting firms and finance departments need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think!

    Learning Objectives:

    -Understand how emerging technologies are going to impact the accounting profession

    -Identify the key considerations for enhancing your firm’s/department's service offerings

    -Identify the training that your staff need to be ready to use emerging technologies and deliver enhanced services


     
    Women In the Profession
    Women In the Profession
     
    Wednesday May 22, 2019 @  04:00:PM  —  04:50:PM CDT

    Danielle Cheek Supkis, CPA, CFE, CVA


    The accounting profession continues to evolve and the role that women play in our profession has become more relevant over the years. But the question we should be asking is whether women in leadership roles have progressed in our profession at an acceptable rate. Are women taking their place at the executive levels, and if not, how can we make that happen? We will look at the current gender trends in our profession and explore challenges and strategies to further the goal of women in leadership.

     
     
    wednesday sips and cpe 5:00 - 5:50
    Conquering the Chaos of the Close
    Conquering the Chaos of the Close
     
    Wednesday May 22, 2019 @  05:00:PM  —  05:50:PM CDT

    Blake Oliver, CPA


    Smartphones. Free 2-day shipping. Cloud computing. These days, we demand everything immediately and in the palm of our hands. So why are most accounting teams stuck in their cubicles, closing the books like it’s 1999?


    In today’s fast moving business environment, Controllers and CFOs need to adapt quickly to changing conditions and new challenges, such as the looming talent crunch. The good news is, with the proper process and technology, you too can close the books faster and more accurately without the need to micromanage, freeing you up for more strategic work, and allowing you to scale up accounting operations without adding to headcount.


    Join this session to learn:


    • Why the status quo won’t cut it anymore when it comes to closing the books
    • How to close the books faster and more accurately by connecting your people, process, documents, and reconciliations in the cloud
    • Tactics for creating transparency and accountability on your accounting team to improve hiring and retention of top talent


     
     
    thursday early bird 6:50 - 7:40
    Are You Tolerating Zombies? Enhancing Engagement in Your Organization
    Are You Tolerating Zombies? Enhancing Engagement in Your Organization
     
    Thursday May 23, 2019 @  06:50:AM  —  07:40:AM CDT

    Deana Sullivan, CPA, CIA, CFE, CGMA, CRMA


    According to a recent Gallup Poll, only 3 out of 10 workers are engaged in the work that they do. This means that in the typical organization, 7 out of 10 employees, managers, etc., are doing just enough to get by. No more, no less. Lack of engagement seems to be the zombie in the room everyone is ignoring. What about your organization and your own team. Are they pedaling at the front of the bicycle or coasting in the back. Don’t let these zombies curtail your

    success.

     
     
    thursday sessions 8:00 - 9:40
    Individual Tax Update
    Individual Tax Update
     
    Thursday May 23, 2019 @  08:00:AM  —  09:40:AM CDT

    Steven J Tillinger, CPA


    Discussion will focus on new code section 199A, the passthrough deduction, enacted by the Tax Cuts & Jobs Act. In this session, Steve will give an overview of the code section. If this subject is important to you, Steve encourages you to attend both sessions.

     
    Inspector Gadget
    Inspector Gadget
     
    Thursday May 23, 2019 @  08:00:AM  —  09:40:AM CDT

    David Cieslak, CPA.CITP, CGMA


    Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live. From cloud computing, mobile and hybrid devices to entertainment, home automation and the Internet-of-Things – every aspect of our

    days are impacted by the latest technology offerings. Join Inspector Gadget as he shares cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.  

     
    The Core Four Decisions to Increase Profits
    The Core Four Decisions to Increase Profits
     
    Thursday May 23, 2019 @  08:00:AM  —  09:40:AM CDT

    Stephen King, CPA CGMA


    Most

    CEOs use some kind of Key Performance Indicators (KPIs) and management reports

    to measure their business, but which ones really help you make "Data Drive

    Decisions" that drive performance and profitability? Join Stephen King,

    CPA, and a dynamic repeat Inc. 500 speaker, as he presents "How to Make

    Data Driven Decisions - KPIs That Will Help Grow Your Business."


    Steve will share the Core Four decisions every CEO needs to make to increase profits,

    along with walking through the drivers of those decisions. Then he’ll show the

    data you need at your fingertips to make data driven decisions that increase

    profits. He’ll share over 30 years’ experience helping businesses improve

    performance, profitability and growth by having actionable financial

    intelligence.


    You’ll also walk away with 6 new KPIs you can use to improve your business

    performance; a step by step "CEOs Guide to Keeping Score" eBook and

    an Excel Template you can use to create your own KPI scorecard. 


    Steve will take you on a journey inside the mind of a strategic CEO and help you:

     • Learn the Core Four decisions you need to

    make to increase profits.

    • Define the drivers of your decisions.

    • Understand how to use leading and lagging indicators and

    Trailing Twelve Months (TTM) trends to see the true economics of your

    business.

    • Discover 6 KPIs that help you increase

    profits.

    • Implement your own KPI scorecard to improve

    management performance.

     
     
    thursday sessions 10:00 - 11:40
    Small Business Tax Update
    Small Business Tax Update
     
    Thursday May 23, 2019 @  10:00:AM  —  11:40:AM CDT

    Steven J Tillinger, CPA


    Discussion on new code section 199A will continue. In this session, Steve will focus on the final income tax regulations, which provide computational, definitional and anti-abuse guidance. If this subject is important to you, Steve encourages you to attend both sessions.

     
    Security and Privacy
    Security and Privacy
     
    Thursday May 23, 2019 @  10:00:AM  —  11:40:AM CDT

    David Cieslak, CPA.CITP, CGMA


    Every day, the headlines herald one sensational data breach after the next – each

    seemingly bigger and more damaging than the last. But beyond the amazing

    stories, what are the prudent steps each of us should take in response? 

    This session presents a pragmatic and practical approach for keeping your

    critical systems and data secure in today’s volatile, work-from-anywhere,

    world. Topics covered will include personal and corporate considerations,

    security hardware and software, mobile, cloud, identity theft, secure

    connectivity, encryption and multi-factor authentication. You will know how to:


    • Prioritize where to apply resources based on highest levels of risk

    • Distinguish between measures that work and those no longer effective

    • Identify three things you should do right away to dramatically lower your risk

    of compromise

     
    Incorporating Non-Financial Metrics in Budgeting & Planning
    Incorporating Non-Financial Metrics in Budgeting & Planning
     
    Thursday May 23, 2019 @  10:00:AM  —  11:40:AM CDT

    Donny Shimamoto, CPA, CITP, CGMA


    ?Too often organizations focus their budgeting and planning efforts around only the financial aspects of an organization.However, most operations people and business managers operate in a world where revenues and expenses is only a small part of their actual work.By incorporating non-financial metrics into their budgeting and planning process, organizations can improve the effectiveness of their planning process and utilize measures of success other than profit in their performance management and compensation plans.

    Key Takeaways & Insights:

    See how budgeting & planning can be expanded to include non-financial metrics

    Learn to identify non-financial business drivers that drive financial results

    Learn to incorporate non-financial metrics into budgeting & planning models


     
     
    thursday sessions 11:40 - 1:10
    Professional Issues Update
    Professional Issues Update
     
    Thursday May 23, 2019 @  11:40:AM  —  01:10:PM CDT

    William (Bill) Reeb CPA, CITP, CGMA


     
     
    thursday sessions 1:10 - 2:50
    Tax Efficiency in Investing
    Tax Efficiency in Investing
     
    Thursday May 23, 2019 @  01:10:PM  —  02:50:PM CDT

    Steven R. Goodman, CPA, CFP


    Tax efficiency can be one of the most overlooked and underutilized opportunities relating to one's personal financial planning. Tax efficiency in how one saves, invests, and funds retirement distributions can be the difference between investment success and a well-funded retirement, possibly with a legacy for one's children, versus financial stress in one's retirement years. Tax efficiency is something to consider now.

     
    Office 365 - Software Applications Lightning Round Review
    Office 365 - Software Applications Lightning Round Review
     
    Thursday May 23, 2019 @  01:10:PM  —  02:50:PM CDT

    Bryan Smith, CPA.CITP, CISA, Virtual CIO


    At last count there were over 20 unique applications available in the Office 365 bundle. These range from the traditional Office desktop applications such as Excel, PowerPoint, Word, etc., to a whole new generation of cloud-based applications such as OneDrive, SharePoint, Yammer, Delve and more. These newer cloud-based applications will help you transform to a digital business model.


    This course will provide a round robin review of all of the Office 365 applications available so that you will understand where they fit into your overall strategy to create digital business processes and collaborate via the cloud. This will also provide you with the appropriate knowledge necessary to determine which subscription plans are appropriate for your team members.


    Learning Objectives:

    • Upon completion of this course you will be:Aware of all the Office 365 apps that are available
    • Realize the role that the apps can play in your organization.
    • Be prepared to determine what subscription plans are best suited to your individual team members


     
    Ethics for CPAs: It's a Matter of Choice
    Ethics for CPAs: It's a Matter of Choice
     
    Thursday May 23, 2019 @  01:10:PM  —  04:50:PM CDT

    Deana Sullivan, CPA, CIA, CFE, CGMA, CRMA


    Why do good people do bad things? Would we have made the same choice? This interactive and thought-provoking session provides a look into both our personal and professional ethics and discusses the values upon which our choices are based. Ethical behavior is more than mere knowledge of right and wrong but making the right choices for our profession and organization. The public looks to us as a standard of ethics and integrity and the Texas State Board holds us accountable for protecting the CPA brand. Are we meeting these obligations?

    CPE: 4.0 hours. This course is designed to meet the Texas State Board of Public Accountancy’s (TSBPA) Ethics Course Requirement for Licensees for four hours of continuing education. It also satisfies the annual ethics requirement for the Association of Certified Fraud Examiners (ACFE) and the Institute of Internal Auditors (IIA).

    Instruction Type: Classroom

     

     

    Course Objectives:

    In this interactive and thought-provoking session participants will have the opportunity to:

    • Explore the foundations and philosophies of ethics
    • Understand the Texas State Board’s Rules of Professional Conduct and the core values of our profession
    • Practice applying ethical judgment in making choices appropriate for the profession and the public
    • Identify the components and red flags of fraud
    • Determine improvement opportunities for protecting the brand

    Session Topics:

     

    •     Ethical Principles and Values

    •     Study of Why Good People Do Bad Things

    •     Ethical Reasoning and Dilemmas

    •     Overview of the TSBPA Rules and Responsibilities

    •     Research on Unethical Behavior in the Workplace

    •     Components and Red Flags of Fraud

    •     Steps for Creating a More Ethical Environment

    •     Upholding the Standards of a Texas CPA

     

     

    Prerequisite:  None

     

    Who Should Attend:

     

    While this course will meet the annual license requirements for CPAs, CIAs and CFEs, it is for anyone who wants a better understanding of personal, professional and organizational ethics. Participants will have the opportunity to learn more about why people make the choices they do and what can be done to influence those choices.

     
     
    thursday sessions 3:00 - 3:50
    Blockchain & Cryptocurrencies: What CPAs need to know to service clients
    Blockchain & Cryptocurrencies: What CPAs need to know to service clients
     
    Thursday May 23, 2019 @  03:00:PM  —  03:50:PM CDT

    Shehan Chandrasekera, CPA


    Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. Yet, few business professionals can grasp the intricacies, opportunities and challenges posed by this new technology. This course intends to give you a thorough understanding of the history of the blockchain, properties of blockchain, limitations of blockchain, major cryptocurrencies (bitcoin & Ethereum) how to buy & sell cryptocurrencies, how tokens get value, special terms associated with the blockchain and the taxation of common blockchain related transactions. The course should prepare you to take on clients in blockchain related businesses, communicate effectively with them and implement best tax practices.

     
    Do You Practice Safe Cyber? Know what to and not to do with your digital a …
    Do You Practice Safe Cyber? Know what to and not to do with your digital a …
     
    Thursday May 23, 2019 @  03:00:PM  —  03:50:PM CDT

    Andrew Brorsen, CPA


    This session is not intended to scare - just to help you be cyber aware and prepare.* Who are the malicious actors in the digital world and what do they want from you and / or your business?* How do malicious actors use social engineering and technology to steal and sell your personal, financial, and health information or company data such as Intellectual Property, customer data, or tax returns?

    * What can you do to identify the threats, protect yourself at home and work, and recover if your assets are breached?





     
     
    thursday session 4:00 - 4:50
    Your Accounting Practice is a Business Too
    Your Accounting Practice is a Business Too
     
    Thursday May 23, 2019 @  04:00:PM  —  04:50:PM CDT

    Jackeline Velez


    Just like the clients you serve - your accounting practice is a business itself. Tracking your workflow, time and billing is critical to having a smooth operating practice.

    Running an accounting practice presents many challenges:

    • Tracking and controlling deadlines
    • Balancing distribution of workload and its ongoing status
    • Handling emergencies as they arise
    • Collecting, tracking and storing clients’ documents
    • Managing leads, invoicing clients, and more

    Isn’t there an easy way to manage all of this? Wait… there is!

    Please join Xero and Donny Shimamoto for a discussion on Workflow Management and recommended solutions.


     
    Cybersecurity Panel
    Cybersecurity Panel
     
    Thursday May 23, 2019 @  04:00:PM  —  04:50:PM CDT


     
     
    thursday sips and cpe 5:00 - 5:50
    Turning Budgeting & Planning into Competitive Advantage
    Turning Budgeting & Planning into Competitive Advantage
     
    Thursday May 23, 2019 @  05:00:PM  —  05:50:PM CDT

    Donny Shimamoto, CPA, CITP, CGMA


    Going through another grueling budget season?Could there be an easier way to prepare your budget?Are you utilizing all of the budgeting best practices?Come to this seminar to learn about the leading practices in budgeting and planning and hear about the technologies that can help turn those theories into practice.Through these best practices, you can improve your organization’s performance, change the role of your finance department into a value-add, and turn your budgeting and planning process into a competitive advantage.


    Key Takeaways & Insights:

    - Learn about the leading practices for effective budgeting and driver-based planning

    - See how better planning and management reporting can lead to better decision-making and competitive advantage

    - Understand the technologies available to support budgeting and reporting processes


     
    Registration
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