Building an Ethical Culture: Moving from “What” to WHY?
Webster’s defines ethics as, “…the discipline dealing with what is good and bad and with moral duty and obligation…”  but why is ethics important to your workforce and workplace culture?
Employees need to not only define and apply ethical standards but to understand the WHY behind them, in order to shift their thinking to the personal importance of ethics and the growth benefits that being an ethical leader offers both inside and outside the organization. 
Clare Levison, CPA, CGMA – Owner, Inspired Responsibility, Blacksburg, VA

Focus Power Ups
Ring, ping, knock- distractions are everywhere demanding your attention. How do you keep them at bay, keep up at work and still have time for what matters to you? The solution is enacting the right tech guardrails and habits to help you be more present, engage with purpose and gain the concentration you need to find your focus!
Marcey Rader – Founder, RaderCo, Raleigh, NC

Standing Out as a Thought Leader
Being a thought leader requires more than just thinking ahead. Discover more about thought leadership, how it can be utilized in today’s digital world as a platform for you and your organization.
Alex Drost, CPA – Founder and CEO, Connection Builders, Royal Oak

Break the Status Quo and Unleash Your Advisory Potential
Have you been thinking about expanding your role or practice into advisory by offering recommendations, options and strategies to assist businesses and owners to achieve their financial and operational goals? Let’s discuss growth from mindset, process and scaling to expectations and client relationships so that you have a framework to take the next step.
Mucki Sobania – Senior Solutions Consultant in the Tax Professionals, Thomson Reuters, Ann Arbor

IRS & the State of Michigan Tax Resolution
Receiving a bill or official notice from the IRS can be a daunting experience, especially for those inexperienced with navigating the agency's many departments and points of contact. Review the nuances of the IRS collection functions, from installment plans to making innocent spouse claims, and determine when it is appropriate to interact with a revenue officer versus the automated collection systems (ACS).
Lawrence Levy – President & CEO, Levy & Associates, Southfield

The Gig Economy: What You and Your Clients Need to Know
“Freelancers, contractors and other forms of contingent workers have become a part of the business landscape.” (FORBES). Leveraging a contingent workforce can be a powerful way to adapt to fluctuating talent demands and an ever-changing marketplace. As companies look for agility and cost savings during turbulent times and business recovery, it’s more critical than ever before to understand both the benefits and impacts of utilizing an extended workforce (including independent contractors, 1099s and freelancers). As a strategic advisor, you can help your clients evaluate the use of contingent labor to drive business results, while also shining a light on the rogue spend and compliance issues that may already exist. In this presentation, we’ll discuss the trends and the ways your clients can leverage technology to harness the power of the gig economy.
Anirudh Srinivasraghavan – Senior Director, Strategy & Partnerships WorkMarket, an ADP Company

The Future of Accounting: What Will Your Organization Look Like 2027?
We discuss the future of the accounting profession and how it will likely evolve by 2027. With business changing exponentially, to remain relevant accountants and their organizational cultures must adapt too. From a shift in focus from generating numbers to… you’ll have to join us to find out.
Curt Quickel, CPA, MBA – Owner, Curtis J. Quickel, CPA, Fayetteville, AR

Why CPAs Must Secure Their Own Mask While Assisting Their Clients
Like other industries, the accounting profession was caught off guard by the 2020 global pandemic. As clients required assistance with the Cares Act and PPP loans, CPAs’ heroic-like efforts were tantamount to being first financial responders. Meanwhile, as work shifted from client sites to work-from-home environments, extended hours for accountants led to burnout and many unexpected resignations. Going forward, how do CPAs and the profession mindfully balance external and internal needs?Lisa Howze, CPA – Founder and CEO, The Lisa Howze Experience, LLC, Detroit

Why Human Nature is a Failed Investor – Recognize the Signs to Help Clients (CFP)
Investing, on the surface, is a simple concept, yet the moving parts that transpire between making an investment and yielding the result are anything but. Because investor behaviors are often influenced by emotion, those emotions define long-term investment performance. Find out why human nature is a failed investor and uncover the five characteristics that comprise the anatomy of investor returns.
Lou Melone, CFP – Managing Partner, Melone Private Wealth, Auburn Hills

Can Practice Management Tech Unclunk Your Firm?
In today’s environment, no one wants to be left behind whether that is seeking out and retaining top talent or in managing and adding clients. Can practice management software add to your arsenal on this front, effectively ‘unclunking’ processes, streamlining workflow, and automating tasks that make it easier for both clients and your team? Find out.
Michael Nguyen – Mid-Market Account Executive, Canopy, Lehi, Utah

Tax Implications of Cryptocurrency (Double Session Continued) (CFP, EA)
Get ready for an overview of blockchain and the tax implications of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. We help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary.
Allison McLeod, LL.M., CPA – Owner, Allison M Mcleod, LL.M, CPA A PLLC, Denton, TX