Implementing New Quality Management Standards
The new quality management standards established by the AICPA, set to take effect at the end of 2025, take an entirely new risk-based approach. Review examples of how to apply the new standards to sole practitioners and small to medium-sized firms and develop strategies for a smooth implementation process that fits your particular circumstances.
Duane Reyhl, CPA, CGMA – Partner, Andrews Hooper Pavlik PLC, Midland

The Letter of the Law
How do laws passed by the state of Michigan and the federal government impact the day-to-day activities of CPAs and accountants? We investigate the affects of sales and personal property tax laws, laws guiding interstate income tax filing requirements and more.
Reed Freiburger, CPA – Supervisor, Gordan Advisors PC, Troy

SAS 145 Impact on Your Audit
Now effective for audits of financial statements, AICPA Statement on Auditing Standards (SAS) 145 enhances and clarifies components of material misstatement risk identification and assessment. Explore the major provisions of SAS 145 and identify first year implementation challenges encountered by teams.
Kendra Dodson, CPA – Managing Director, Grant Thornton LLP, Southfield (Detroit)
Matthew Skolnik, CPA – Manager - Audit Services, Grant Thornton LLP, Southfield (Detroit)

Unlock Team Brilliance: Building Engagement, Inclusivity, and Collaboration
Focus on three pivotal components of workplace dynamics including: how professionals “show up”, the nuances of team collaboration and the concept of psychological safety. From active participation to passive observation, and the factors influencing collaboration, participants will gain actionable insights that align words with action and enhance workplace environments.
Lisa Dy, CPA, MBA  – Owner and Mindset Coach, Boundless Potential Coaching, LLC, Concord Township, OH
Mark James – President/Lead Advisor, Performance Advisors Group, Yorkville, IL

Wayfaring: Navigating the Nexus for e-Commerce and Sales & Use Tax
Following the U.S. Supreme Court ruling on the South Dakota v. Wayfair case, state tax compliance for businesses operating across state borders is significantly more complex. Explore the tax nexus changes brought forth by Wayfair, as well as associated state laws taking affect in 2024, and determine compliance impacts for various business models, including e-commerce.
Melinda S. Phelps, MBA, CPA – MSP State and Local Tax Specialty PC, Detroit

Accounting in the Liquor Industry
Explore the history of Liquor Control in the U.S. and Michigan from pre-prohibition to current times. Hear the differences between what a wet, dry, and moist county means and the various types of controls in place by the Michigan Liquor Control Commission and other State's Liquor Control agencies. Gain a better understanding of how liquor products make their way from the supplier to the consumer from both a retailer, consumer, and supplier view. Unfortunately, samples will not be provided.
Evan Scarbrough, CPA – Senior Staff, Edwards, Ellis & Associates PC, Troy

Short-Term Rental Masterclass
Short-term rental (STR) properties may have unique complexities, but offering services to clients subject to these particular tax rules could create new possibilities for your firm. From cost segregation studies and tax loopholes to safe harbor rules, we examine this niche with takeaways you can apply for yourself.
Chris Picciurro, CPA, MBA, PFS, ARA – Founder, Integrated CPA Group, PC, Franklin, TN

Thinking Ethically: The “Science” of Ethical Decision Making
Are our ethics “hard wired” as part of our DNA, or are our ethics developed as part of our habit formation over time? In other words, is our personal morality a matter of nature or nurture? Even the most seasoned professionals find it challenging to consistently exercise practical judgment and strong objectivity. This session considers the influences that create this tension, taking into account neuroscience, moral development, and the ethical parameters of professional ethics.
Albert D. Spalding, CPA, JD, PhD – Associate Professor Emeritus, Wayne State University, Detroit

30 Best Practices for Building and Growing Client Relationships
Could standing out from the competition be as simple as refining your client experience? Identify 30 relationship management best practices for building and growing client relationships, including quick tips on how to leverage AI effectively.
Jeff Rayis, CPA, CTP, MBA – AVP, Treasury & Financial Management, Michigan State University, East Lansing

How Artificial Intelligence Can Save Accounting 
Artificial intelligence (AI) is a powerful tool with the potential to revolutionize the accounting profession. Explore the impact of AI on key areas of the profession, from how CPAs work to the tools they use perform that work. Plus, gain insight into the industry’s top challenges and how AI can offer tangible solutions.
Robyn K. Fuller-Butler, CPA – Partner, J&F Advisors, PLLC, Detroit

Lease Accounting Audit Readiness: Prepare, Process & Report
Explore the complexities of initial recognition, lease modifications and common request reports associated with lease accounting audits. We discuss the challenges encountered post-adoption of the lease accounting standard and the best practices for preparing and passing audits.
Lauren Bahr, CPA – VP, Finance, Occupier.com, New York, NY