Reset The Clock - Practical Employee Relations for Leaders
The direct benefit of attending this session is leaders demonstrate good judgment, sensitivity, and high confidence in handling employee relations issues.  A byproduct is greatly reduced legal exposure, as the result of “Reset the Clock,” a process that prevents an attorney from taking something leaders did wrong in the past and using it to support lawsuits in the future.  Scripts and tactics are provided for handling employee relations situations. Costly lawsuits are avoided rather than won.
Michael J. Mirarchi – CEO, Mirarchi Management Group, Plano, TX

Advising Foreign Individuals: Tax Compliance (IRS) (CFP)
International tax compliance is becoming more common among small and medium clients, creating a need among advisors for a better understanding of tax residency and the respective international tax forms. We discuss the tax basics for nonresident clients as well as the obligations that U.S. citizens have, including Form 8938, FBAR and Form 5471, among others.
Fernando Juarez, Esq., LL.M., EA – Member, Freeman Law, PLLC, Frisco, TX

Growing After-Tax Wealth
When it comes to stocks, bonds, equity, or private investments, not all tax efficiency follows the same roadmap. Explore routes of growing after-tax wealth in a tax efficient way as we discuss investor behavior, 401(k) strategies and more.
Jason C. Braun, CPWA®, CRPC® – Senior Vice President – Wealth Management, USA, UBS, Birmingham
Michael D. Oleszkowicz, CRPC®, CFP®, CPWA® – Senior Vice President – Wealth Management, USA, UBS, Birmingham

Introduction to Department of Defense Accounting
The U.S. Department of Defense (DoD) is undertaking the largest audit in history! Uncover the organizational structure of the DoD and learn what it takes to contract with the federal government, including the basics of appropriations, fund balance with the U.S. Treasury and more!
Stephanie L. Bowie, CPA, MBA – CEO, B. Empowered Leadership Academy, LLC, Indianapolis, IN

Making the Case for Good Character
Now more than ever, there is an urgent need for practitioners to maintain the integrity of the profession. Discover the important role of character in finding long-term success as a CPA by exploring the character development and ethical reasoning processes that facilitate better decision-making.
Stephanie L. Bowie, CPA, MBA – CEO, B. Empowered Leadership Academy, LLC, Indianapolis, IN

Everything You Need to Know About Secure Act 2.0 (100-minute session continued) (IRS) (CFP)
The long-anticipated Secure Act 2.0 is finally official! Find out how its provisions stand to affect both your individual and business clients in this two-hour program! Gain insight into the hottest topics surrounding Secure 2.0, including the best new savings tools for individuals and the predominant administrative considerations for businesses.
Allison McLeod, LL.M., CPA – Owner, Allison M McLeod, LL.M., CPA, A PLLC, Denton, TX

The Accounting & Auditing Quicklist for 2023
Join us for a fast-paced session on what is going on in the technical accounting world! This is your one-stop shop for everything accounting and auditing.
Cathy McNamara, CPA, CGMA – Assurance Partner, BDO, Troy

What Are Triple Bottom-Line Strategies and How They Can Mitigate Business Risk
Triple Bottom-Line Strategies (profits, people and planet) are the new business catchphrase, but what does it mean? Determine if this new phrase is more than a passing fad, or a practical strategy clients should cultivate in order to grow their business and reduce risk.
Leon LaBrecque, JD, CPA, CFP®, CFA – Consultant, Sequoia Financial Group, Troy
Bob Weins, JD, CPA – Managing Member, Insights3, Detroit

Adapt & Thrive: Leveraging New & Existing Resources to Grow Your Firm's Business
In today’s marketplace more and more small businesses refuse to be labeled as such. Advancements in tech based, user friendly resources, have rendered traditional measurements, such as geographic location or number of employees obsolete. New platforms are alloying accounting firms of any size to attract and service business in spaces once reserved for only the largest and most sophisticated. Through the use of collaborating technologies, specifically integrated for CPA firms, you can take steps to grow your client base, offer services that deepen existing relationships, while successfully optimizing and expanding your practice in a way that best aligns with your vision.
Todd Cooper – Senior Manager, Channels, CPA.com