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In Person-Live

Small Firm Practitioners Conference IN PERSON

Tuesday, August 16, 2022 - Wednesday, August 17, 2022 | 8:30 am - 5:30 pm

FireKeepers Casino Battle Creek, MI

Course # 132422 | by MICPA

Members SAVE $150

$425.00

Member

$575.00

Non-Member

Customize Agenda,
then Add To Cart

Time: 8:30 am - 5:30 pm

Total Credits: 16.0

Earn Up To: 5.0 AA, 1.0 ET, 16.0 OT credits

Level: Update

Vendor: MICPA

Venue: FireKeepers Casino
11177 Michigan Avenue E
Battle Creek, MI 49014

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Michigan Specific Ethics - The Impact of State Statute & Administrative Rules on Your CPA License IN PERSON

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Changes to CPE requirements, licensure expiration and more. We guide you on a deep dive into Michigan’s accountancy law and administrative rules to help you steer clear of any violations. Explore case studies and ask the experts your questions about licensure and compliance with Michigan’s accountancy act. Prerequisites: None Advanced Preparation: None

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MICPA On the Road - Battle Creek

Course # 131171

We're headed to your hometown! As your association we hope you know that we're here for you - but sometimes it helps if we're also there for you. So- members, the MICPA is hitting Michigan's roads to bring news, legislative updates and networking to you! President & CEO Bob Doyle gets behind the wheel as we make our way around the state, in 2022.

All attendees will receive a free 1 hour webinar after attending this program!

The Employee Retention Tax Credit
The Employee Retention Credit is a refundable tax credit against certain employment taxes equal to 50% of the qualified wages an eligible employer pays to employees. Join in for an in-depth review of the Employee Retention Credit Program; what it takes to qualify; how to calculate the credit; how it is affected by PPP and other programs; and how to claim the credit.
Venar R. Ayar, Esq. – Attorney-at-Law, Master of Laws in Taxation, Principal and Founder, Ayar Law, Farmington Hills

Program Agenda

2:30 PM – 3:00 PM
Registration and Refreshments

3:00 PM – 3:50 PM
Professional Issues & Advocacy Update
It’s full speed ahead as President and CEO, Bob Doyle, and Vice President of Government Relations, Rachel Reardon, take the wheel to discuss the latest legislative, regulatory and national issues affecting Michigan CPAs. Together we’ll look to the future of the profession including emerging trends, challenges and opportunities, and demonstrate how to use MICPA membership to navigate change and amplify your career.
Bob Doyle – President & CEO, Michigan Association of CPAs, Troy
Rachel Reardon – VP, Government Relations, Michigan Association of CPAs, Troy

4:00 PM – 4:50 PM
4 Keys to Building Advisory Relationships
While the conversation around advisory services is not new, the true aim of firms should not be merely in delivering advisory services, but in building advisory relationships. In this session we will dig into 4 keys for your firm to begin doing right away in order to build those advisory relationships.
Mucki Sobania – Senior Solutions Consultant in the Tax Professionals, Thomson Reuters, Ann Arbor

5:00 PM – 5:50 PM
Michigan Specific Ethics - The Impacts of State Statute & Administrative Rules on Your CPA License
Changes to CPE requirements, licensure expiration and more. We guide you on a deep dive into Michigan’s accountancy law and administrative rules to help you steer clear of any violations. Explore case studies and ask the experts your questions about licensure and compliance with Michigan’s accountancy act.
Rachel Reardon – VP, Government Relations, Michigan Association of CPAs, Troy

Thank You to Our Presenting Partner:

MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.

What you will learn

Evaluate the age old leadership dilemma of EQ or IQ and how to balance competence and likeability.
Discuss today’s client lifecycle from acquisition and onboarding to retention and even, disengagement.
Examine insights on pressing tax issues including collections, FTE and taxpayer advocacy from three areas within the MI Dept. of Treasury.

Description

Grab your lucky networking shoes and get ready to meet up with your professional peers, friends and colleagues! Our objective: to create a place that facilitates discussion about the challenges, successes and surprises that you see and allows you to make the connections so vital to this business.

View the brochure.

Looking for extra flexibility? You can attend the program virtually, instead. Click here for details on the virtual option.

Overnight Accommodations
Special room rates are available at the FireKeepers Casino Hotel by booking online at www.firekeeperscasino.com. When booking, select "Group Attendee Code" and use 081622CPAS to receive the MICPA rate. Space is limited and the cutoff to make your reservation at the group rate is August 2, 2022.

PRICING DETAILS
Register early to take advantage of the best price! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
Through July 19: $385 MICPA Members/ $535 Non-Members
July 20 - August 2: $405 MICPA Members/ $555 Non-Members
August 3 - August 16: $425 MICPA Members/ $575 Non-Members

Thank You to our Presenting Partners:

Thank You to our Program Partner:

Exhibitors Include:

This Course is Recommended for

CPAs that are sole proprietors through firms sized 15 or less.

Fields of Study

Accounting
Auditing
Business Management & Organization
Information Technology
Personal Development
Personnel/Human Resources
Regulatory Ethics
Specialized Knowledge
Taxes

Customize your agenda

Select sessions for each time slot and then select Add to Cart

Day 1

08:30 AM - 09:30 AM WELCOME & KEYNOTE PRESENTATION: Overcoming the Competency-Likeability Challenge 1.0 OT Details

Overcoming the Competency-Likeability Challenge
Research shows that people with strong emotional intelligence (EQ) are more likely to succeed than those with high IQs or relevant experience, even in the financial sector. Learn how to walk the line between competency and likability by taking advantage of your personal strengths and partnering with others to overcome the challenges that all leaders face.
Dorothy Deremo, FACHE – Principal Partner & CEO, The Deremo Group, Northville

09:40 AM - 10:30 AM Choose one

Ask the Experts: Personal & Real Property Tax Issues 1.0 OT Details

Ask the Experts: Personal & Real Property Tax Issues
Find out what changes are currently impacting Michigan personal and real property and get advice from our panel of experts on how to apply current updates and relevant case law to your own clients’ situations.
Paul Bach – Cardinal Tax Advisors, Rochester
Jackie Cook, JD – Partner, Novara Law, Troy
Jacob Thurston, MMAO – Assessor, Assessing Department, City of Dearborn
Moderator: Carl Rashid– Member – Tax Appeals Practice Leader, Dykema Gossett PLLC, Detroit

Talent: The Strategic Imperative for Business Sustainability 1.0 OT Details

Talent: The Strategic Imperative for Business Sustainability
The talent wars are only going to intensify. Retaining and growing internal talent is an essential strategic business imperative for small and large companies to ensure their sustainability. Today’s leaders need to use a different set of competencies and shift from being a “Boss” to being a “Coach” in their approach to direct reports. We dig into the latest research on managing talent today that will improve business outcomes of profitability, increased retention, and quality.
Dorothy Deremo, FACHE – Principal Partner & CEO, The Deremo Group, Northville

10:40 AM - 11:30 AM Choose one

8 Simple Steps to a Better Firm 1.0 OT Details

8 Simple Steps to a Better Firm
The hardest part of starting something new is taking the first step, but the path to Membership-Based Subscription Business is clearer than you think! Following these eight steps will give you the tools necessary to avoid many of the expensive lessons many must learn the hard way.
Chris Picciurro, CPA – Executive Officer & Co-Founder, Integrated CPA Group, Franklin, TN

Final Notice: Experts Share Advice for Working with the IRS 1.0 OT Details

Final Notice: Experts Share Advice for Working with the IRS
The best IRS notice is no notice at all – join our IRS panel for tips on managing, preventing, and resolving most IRS notices. (Submit your questions early as the panel will only be able to prepare answers for questions posed prior to the event.)
Jim Reinert, CPA, CFP, CGMA, PFS, MST – President, Reinert & Company PC, Royal Oak
Colleen Reynolds, EA, NTPI – Co-Owner, Barry Associates Inc., Richland
Richard E. Zuckerman – Partner, Honigman LLP and former Acting Assistant Attorney General, Tax Division, US Department of Justice
Moderator: Linda Drenth, CPA – Senior Tax Manager, Beene Garter – A Doren Meyhew Company, Grand Rapids

11:40 AM - 12:30 PM Choose one

Experience Exchange Workshop: Accounting Profession Pipeline Issues and New Talent 1.0 OT Details

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

Experience Exchange Workshop: Creating Niches and Building Them 1.0 OT Details

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

Experience Exchange Workshop: IRS Notices and Helping Your Clients 1.0 OT Details

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

Experience Exchange Workshop: Managing Your Workflow Processes 1.0 OT Details

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

01:30 PM - 02:20 PM Choose one

How Would Your Staff Rate Your Performance Review? 1.0 OT Details

How Would Your Staff Rate Your Performance Review?
Effective performance reviews provide insight to employees on how to manage and grow their career and achieve your firm's goals. But they can be a source of anxiety for many. Review best practices and techniques that are working for small businesses in today’s environment and receive tips for implementing better performance reviews at your small practice.
Mark J. Albrecht – Senior Human Resources Consultant, MJA HR Consulting, Rochester

Uncovering Opportunities in Qualified Improvement Property and Form 3115 (CNTW1-U-00405-22-I) 1.0 OT Details

Uncovering Opportunities in Qualified Improvement Property and Form 3115
Explore how the CARES Act provides immediate cash flow benefits and relief to taxpayers, especially those in the retail, restaurant, and hospitality industries who improved real property since the 2017 TCJA. Maximize bonus depreciation and discover favorable IRS procedural guidance and the methodology for correcting the class life of qualified improvement property constructed in 2018, 2019 or 2020.
Craig Miller, CPA, CGMA, CCSP – President and Managing Partner, Duffy+Duffy Cost Segregation, Novi

02:30 PM - 03:20 PM Choose one

Best Practices for Working with Cognitively Impaired Clients and Families (CFP) 1.0 OT Details

Best Practices for Working with Cognitively Impaired Clients and Families
As the average lifespan continues trending near or more than 100, professionals are increasingly faced with the prospect of discerning if their aged client has sufficient capacity to make their own decisions. Know what must be done if you suspect your client has become vulnerable to financial exploitation and gain understanding of the nuances of power of attorney and trust documents.
Doug Chalgian, JD, CELA – Partner, Chalgian & Tripp Law Offices, East Lansing

No Pressure Peer Reviews 1.0 AA Details

No Pressure Peer Reviews
Last year the AICPA proposed updates to peer reviews to make them easier for practitioners to understand and implement. Find out everything you need to know about these and other developments within peer reviews impacting small firm practitioners. Plus, avoid missteps in future peer reviews by analyzing common deficiencies and learning how to correct them when they occur.
Peggy Jury, CPA, CGMA – Peer Review CPA On Staff, Michigan Association of CPAs, Troy

03:30 PM - 04:20 PM Choose one

The Client Lifecycle: Panel Discussion 1.0 OT Details

The Client Lifecycle: Panel Discussion
Join our panel for a discussion of how to manage client acquisition and retention, from the initial proposal and onboarding to determining when and how to disengage.
Chris Picciurro, CPA – Executive Officer & Co-Founder, Integrated CPA Group, Franklin, TN
Ellen L. Rusco – Firm Administrator, Brickley DeLong PC, Muskegon
Robert E. Wexler, CPA – PLW CPA PLLC, Sterling Heights
Moderator: Christine Peters, CPA – Tax Manager, Partyka & Company PC, Warren

Valuation Matters: SSVS Application & Best Practices 1.0 AA Details

Valuation Matters: SSVS Application & Best Practices
Like many areas within accounting, valuations were not spared from COVID-19 pandemic implications. Gain insight into these lingering impacts, how and when to apply the Valuation Services 100 standard, and how the Statement on Standards for Valuation Services (SSVS) relates to other reporting standards.
James Sullivan, CPA – CEO, ATS Advisors, A CPA Firm, Plymouth

04:30 PM - 05:20 PM Choose one

A Practical Application of IRS Publication 4557 (Presented Virtually) 1.0 OT Details

A Practical Application of IRS Publication 4557
Data security is a growing concern, and the IRS 4557 guidelines were created to specifically address data security requirements among tax preparers. Learn why accountants are becoming prime targets for cyber criminals and how to apply the IRS 4557 guidelines to your practice to prevent both penalty and, worse, a breach itself.
Jon Melloy – Head of Growth, Practice Protect, Brisbane, Australia

Brief Case Session: Eldercare Planning Case Studies (CFP) Details

Brief Case Session: Eldercare Planning Case Studies
Your clients are living longer – are you prepared to help them plan for their futures? We use analysis of eldercare planning case studies to better understand considerations such as Medicaid/Medicare, long term care insurance and estate planning.
Sandy Adams, CFP® – Lead Financial Planner/Partner, Center for Financial Planning, Inc., Southfield

Day 2

08:30 AM - 09:30 AM WELCOME & KEYNOTE PRESENTATION: The Potential in Fearing Less 1.0 OT Details

The Potential in Fearing Less
Are there underlying fears preventing you from reaching your greatest potential? The negative effects of fear impact success and act as a barrier to living a purposeful life. Explore the limitless possibilities of success when leading with courage, both personally and professionally! Learn and discover strategies to recognize, overcome and transform fear to fuel personal growth, service, and leadership.
Dichondra R. Johnson, MBA, MPA, CBSP – Founder & Executive Consultant, DRJ & Associates, LLC, Metro Detroit

09:40 AM - 10:30 AM Choose one

Transition Planning (or Lack Thereof) 1.0 OT Details

Transition Planning (or Lack Thereof)
Very few business owners want to discuss transition planning, yet over 50% of transitions are due to events outside of an owner’s control, including disability, divorce, disagreements, health issues or death. Understand the importance of planning for transition, even when things are going well, and how to make these important discussions happen.
Joseph Bione, MBA, CMP, CPIM – President/Owner, Whitehall Group, LLC, Troy

What to Do when Clients Attempt to Fudge the Numbers on their Tax Returns? 1.0 ET Details

What to Do when Clients Attempt to Fudge the Numbers on their Tax Returns?
To believe or disbelieve ... that is the question often faced by CPAs. For tax practitioners, this question is especially nettlesome when clients attempt to overstate their business gifts, entertainment, auto expenses, etc., on their income tax returns. This ethics workshop offers “talking points” for accountants whose clients sometimes insist on fudging the numbers.
Albert Spalding, JD, PhD, CPA/CFF – Associate Professor Emeritus, Wayne State University, Detroit

10:40 AM - 11:30 AM Choose one

Going Concern Reporting and Understanding Agreed Upon Procedure Services 1.0 AA Details

Going Concern Reporting and Understanding Agreed Upon Procedure Services
This session will dive into management’s and auditor/accountants’ responsibilities of reporting on going concern reporting; including indicators and mitigating factors. The session will also explain agreed upon procedures which can be services offered as an alternative to audits.
Brad Muniz – Partner, SobelCo, Livingston, NJ

How to Deliver Client Advisory Services 1.0 OT Details

How to Deliver Client Advisory Services
Client advisory services have long been the way of the future, if accelerated by the pandemic. Find out how you can add advisory services to your practice, including what to expect, where to focus your niche and best practices.
Ashley Doyen – CAS Product Account Manager, CPA.com, Detroit

11:50 AM - 12:40 PM Choose one

One Size Doesn’t Fit All: Retirement Plans in a Competitive Market (CFP) 1.0 OT Details

One Size Doesn’t Fit All: Retirement Plans in a Competitive Market
SEP, Profit Sharing, Defined Benefit Plan, SIMPLE IRA, 401(k) and Safe Harbor 401(k) – there isn’t a ‘one size fits all’ solution for employer sponsored retirement plans. In order to attract and retain the quality personnel needed to grow and maintain a successful business, regularly reviewing the scope and state of these plans is necessary to ensure competitiveness. Find out what major considerations should be weighed when choosing the appropriate plan options for closely held businesses.
Lou Melone, CFP – Managing Partner, Melone Private Wealth, Auburn Hills

Valuing an Accounting Practice 1.0 OT Details

Valuing an Accounting Practice
Let’s go beyond the old industry ‘rules of thumb’ and examine the most crucial factors that impact the value of an accounting practice. Dig into the components that impact value and how much of an effect they can have, including location, size, gross income, client mix and terms of sale.
Trent Holmes – Business Broker, Accounting Practice Sales

01:40 PM - 02:30 PM Choose one

Experience Exchange Workshop: Bill Your Value… the Hidden Deliverables 1.0 OT Details

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

Experience Exchange Workshop: Social Media Marketing, Networking and Being a Thought Leader 1.0 OT Details

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

Experience Exchange Workshop: Technology and the Small Firm Practitioner 1.0 OT Details

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

02:40 PM - 03:30 PM Choose one

Determining the Small Firm Approach to Quality Management Standards 1.0 AA Details

Determining the Small Firm Approach to Quality Management Standards
All CPA firms are responsible for managing its own system of quality management for accounting and auditing processes. Find out everything small firms need to know about establishing and maintaining this process under the current applicable standards.
G. Alan Long, CPA, CITP, CGMA – Managing Member, Baldwin CPAs, Richmond, KY

MI Treasury Talks: Panel Q&A 1.0 OT Details

MI Treasury Talks: Panel Q&A
Join this panel discussion, which includes participants from three different departments within the Michigan Department of Treasury, for insight into today’s most pressing state tax issues, including collections, the flow-through entity (FTE) tax and taxpayer advocacy.
Angela Matelski, CPA – Department Specialist, State of Michigan Department of Treasury, Lansing
Becky Miller – Departmental Manager, Offer in Compromise Section, Office of Advocacy Services, State of Michigan Department of Treasury, Lansing
Steven H. Schaub – Assistant Administrator – Services Management Division, Michigan Department of Treasury, Lansing
Moderator: Dave Barrons, CPA– Sole Practitioner, Barrons State Tax, Rockford

03:40 PM - 04:30 PM Choose one

Ask the Experts: Cybersecurity Edition Details

Ask the Experts: Cybersecurity Edition
Private business has never been more vulnerable, but how can small firms on a budget plan for the worst-case scenario? Bring your burning cybersecurity questions to our panel of experts for insight on how to protect your business and clients from cyber criminals.
Mike Lipinski – Partner, Plante Moran, PLLC, Southfield
Rick Snyder, CPA – CEO, SensCy, Ann Arbor
Moderator: Greg Frazier, CPA, CITP– Owner, Greg Frazier, CPA, PLLC, Detroit

Demystifying the UIA Financial Audit Process 1.0 OT Details

Demystifying the UIA Financial Audit Process
Being selected by the Unemployment Insurance Agency (UIA) for an audit can be an intimidating prospect for employers. Gain a better understanding of the UIA audit process, common mistakes employers make when setting up their UIA account plus a walkthrough of the Employer Fraud section.
Sam Hodges, CPA, CGMA – Principal, Sam Hodges & Associates, Bloomfield Hills
Danene Test – State Administrative Manager, Unemployment Insurance Agency, Michigan Department of Labor and Economic OpportunitY

04:40 PM - 05:30 PM Choose one

Case Studies in Death…Death of a Client or the CPA 1.0 OT Details

Case Studies in Death…Death of a Client or the CPA
Death, and its multitude of planning considerations, can be an intimidating prospect, for both client and CPA. This case study analysis presents considerations for situations involving the death of a client or a CPA and provides insight on what steps should be taken when handling postmortem affairs.
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy

The Big A&A Update for Small Firm Practitioners 1.0 AA Details

The Big A&A Update for Small Firm Practitioners
It’s been a busy couple of years for standards, but what do recent Statements on Auditing Standards (SAS) and Statements on Standards for Accounting and Review Services (SSARS) mean for small firm practitioners? Find out with this overview of all the most relevant updates and pronouncements making waves in 2022.
Duane Reyhl, CPA, CGMA – Audit and Accounting Partner, AHP, Midland

ADD TO CART

You may also be interested in:

ADD ON

Michigan Specific Ethics - The Impact of State Statute & Administrative Rules on Your CPA License IN PERSON

Course # 141220

ADD ON

MICPA On the Road - Battle Creek

Course # 131171

All attendees will receive a free 1 hour webinar after attending this program!

Program Agenda

2:30 PM – 3:00 PM
Registration and Refreshments

Thank You to Our Presenting Partner:

MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.

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What you will learn

Description

This Course is Recommended for

Fields of Study

Customize your agenda

Day 1

Day 2

You may also be interested in: