- Discover the habits of inclusive leaders and learn how to incorporate them into your own leadership style.
- Review best practices and strategies for implementation of the new leases standard.
- Determine implications of Secure Act 2.0 for both individual and business clients.
LEARNING, AT THE NEXT
LEVEL
Gear up for an event focused on
solutions to current and developing challenges seen by clients, firms, organizations
and the profession.
Looking for live instruction and networking opportunities? Join us for the in-person option instead.
View the Elevate Brochure: MICPA ELEVATE 2023
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 May 25: $185
MICPA Members/ $335 Non-Members
May 26 - June 8: $205
MICPA Members/ $355 Non-Members
June 9 - June 22: $225 MICPA Members/ $375
Non-Members
Thank You to our Presenting Partners:
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Thank You to our Program Partners:
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All CPAs
- Multiple Speakers
After registering for this event, you can customize your sessions via 'My Registrations'
KEYNOTE PRESENTATION: Busy Bosses: Leadership Lessons for Leaders Who Don’t Have Time for Leadership Lessons 1.0 OT Details
Busy Bosses: Leadership Lessons for Leaders Who
Don’t Have Time for Leadership Lessons
You want to be a better
leader, but who has time to invest in leadership training when you’re so busy
leading? Yet organizational health and success rely heavily on those who work to
continuously evolve their leadership skills. Join Busy Bosses for a fun,
efficient and, most importantly, actionable course on the trending skills needed
to excel as a leader in today’s environment, from prioritization and virtual
collaboration to tactical empathy, servant leadership and
more.
Melissa Majors – CEO, Melissa Majors Consulting,
Dallas, TX
09:05 AM - 09:55 AM
Implications of Sustainability and ESG on the
Role of the CFO (VIRTUAL PRESENTATION)
The markets and the business
context in which we operate continues to evolve rapidly. The SEC climate rule,
the formation of the International Sustainability Standards Board and the roll
out of ESG Standards are re-defining value. This presents a unique opportunity
for the Finance function to lead not only the reporting of ESG and
Sustainability, but to be guiding their organizations through the significant
business model transformation that is required in order to create value and
business resiliency over the long-term. Discover the recent trends impacting the
role of Finance and the implications of these on the office of the
CFO.
Ash Noah, CPA, FCMA, CGMA – VP & Managing Director
Management Accounting & ESG, Durham, NC
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
What specific actions do inclusive leaders take to demonstrate a commitment to inclusion? Find out why our brains are to blame for unintentionally excluding others and gain insight into an actionable, common-sense approach to inclusion via storytelling, research, and experience.
Melissa Majors – CEO, Melissa Majors Consulting, Dallas, TX
10:15 AM - 11:05 AM
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
CPAs are no strangers to juggling competing priorities, especially when it comes to managing the oft-conflicting expectations of both teammates and clients. Discover the role time management plays in setting and meeting priorities and learn practical techniques for addressing distractions and managing time more effectively.
Sia Kal – Managing Partner, FY USA LLC, New York, NY
The new lease accounting standard became effective for nonpublic companies for years ending Dec. 31, 2022. Implementation will present challenges to both private and nonprofit organizations. Walk through common situations and resolutions, including operating and finance leases and how to record and disclose them. Plus, receive practical documentation tips that can assist with peer review.
Duane Reyhl, CPA, CGMA – Audit and Accounting Partner, AHP, Midland
11:15 AM - 12:05 PM
Established in 2005, the 179D tax deduction underwent significant changes over the past year. Uncover the background of this powerful green building deduction and how it is evolving under the Inflation Reduction Act of 2022. Plus, discuss the alternative qualification path, known as the Retrofit Program, and what it means for building owners and designers of buildings.
Jesse Stanley – Director – Green Building Tax Incentive Services, KBKG, Los Angeles, CA
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
If an individual or business hasn’t reported enough income, has underpaid or didn’t file a return when they should have this could lead to a tax resolution issue with either the IRS or state of Michigan. We cover tax resolution relating to each entity as well as audit defense and innocent spouse claims.
Lawrence Levy – President & CEO, Levy & Associates, Southfield
01:00 PM - 01:50 PM
A Blockchain Success Story
Savvy
financial professionals know that the potential of blockchain goes far beyond
cryptocurrency. Examine a recent case study involving the Michigan State
University (MSU) treasury team and the development of a new paradigm for raising
capital using blockchain distributed ledger technology. The first U.S. municipal
bond offering using Blockchain is scheduled to be completed by MSU in
2023.
Jeff Rayis, CPA, CTP, MBA – Assistant Vice President
Treasury & Financial Management, Michigan State University, East
Lansing
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
Companies are getting ready to disclose tax information related to environmental, social and governance (ESG) initiatives. Review the current best practices for ESG disclosures, including what qualitative and quantitative information should be included and how your clients can start getting prepared.
Marcelo Lima Vieira – Tax Director, Dow Inc., Midland
02:00 PM - 02:50 PM
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
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
Is your firm contemplating the addition of wealth management services? Embark on a guided tour of the wealth management business and determine if your firm is ready for entry. From client benefits and CPA concerns to best practices and key decisions, this is your partner’s guide to establishing wealth management services.
Mark J. Seski – President, Chief Investment Officer, Harvest Portfolio Management, LLC, Isle of Palms, SC
03:10 PM - 04:00 PM
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
Terri Kozlowski, CPA – Assurance Director, BDO,
Troy
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
04:10 PM - 05:00 PM
Small business owners that want to diversify often lack the bandwidth and runway required to create and launch another business from scratch. In this session, explore the seven different ways franchising can bridge the gap with existing systems, training, ongoing support, semi-absentee options and more!
Mark D. Cory – Owner & Franchise Placement Specialist, FranNet of Michigan, Grosse Pointe Park
Michigan Specific Ethics – The Impact 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.
Peggy Jury,
CPA, CGMA – Peer Review CPA on Staff, Michigan Association of CPAs,
Troy
Small Investments In a 401(k) and Other Financial
Planning Tools Delivers Big Returns for CPAs and Their Clients
By
providing tools and resources to help employees calculate their retirement
expenses, such as offering 401(k) plans (or enhancing existing plans) with
matching contributions, organizations can empower their employees to save more
effectively. In doing so, employers are likely to experience greater employee
retention, higher productivity and stand to reduce operating costs. Explore the
latest best practices in financial planning, the impact of SECURE 2.0, declining
financial literacy and more.
Victor Hicks II, CFP®, AIF® – Managing Principal, Lumin Financial,
Southfield
05:10 PM - 06:00 PM
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
Member
Non-Member