A SALTy Retrospective
Review the latest SALT update and examine the ongoing, and potential upcoming, SALT cases from states across the nation! Learn how potential changes at the Federal level related to the Tax Cuts and Jobs Act may impact taxation at the State level.
Jordan Goodman – Partner, Kilpatrick Townsend & Stockton LLP, Chicago, IL

Modern Personalized Investments for Retirement
As new technology reshapes our lives at an unprecedented rate, your approach to investing needs to keep pace. As a fiduciary, you're in charge of leveraging this technology to impact participant outcomes. Are you up to date with the latest trends in personalization and investing?
Brian Raymond, AIF, CMFC – Chief Investment Officer, Sentinel Group, Troy

What’s the “Deal” With AI?
If artificial intelligence and other technological advances can make business functions more efficient, accurate, fast and creative, then imagine how those tools can transform the art of the deal. Analyze the potential application of AI tools to the deal space, including how to leverage it for marketing, analysis and, crucially, closing better deals.
Jamar Cobb-Denard, J.D. – Business Broker, Indiana Business Advisors, Indianapolis, IN

Beyond the Ledger: Building a Stronger Team Through Effective Communication
Can something as simple as a personality test eliminate conflict from the workplace? No, but it can make navigating those conflicts less daunting and more productive. Become familiar with the DiSC behavioral framework and understand how adapting communication to different personalities leads to better outcomes in workplace conflicts and other high-stakes situations.
George Copeland – Founder and CEO, GMC Consulting, Saginaw

How Accounting Ethics Account for AI
As artificial intelligence reshapes the accounting profession, maintaining ethical standards, accountability and public trust is essential. Discuss the most effective uses of AI as well as potential ethical implications of its deployment to the financial function. Plus, explore potential regulatory action by the SEC and IRS, and determine best AI practices and monitoring strategies.
Dorothy J. Danko, CPA, MBA – Accounting Instructor & Accounting Internship Coordinator, Grand Valley State University Seidman College of Business, Grand Rapids

Risky Business: Insufficient Risk Assessment
Risk assessment continues to be an area of growing concern among regulating bodies as frequently changing standards often lead to lagging procedure updates among firms and, ultimately, ongoing deficiencies. Review the common risk assessment errors, including the role of client internal controls, determining audit plan risks and the importance of re-performance.
Heather A. Funsch, CPA – Director of Professional Standards, Rehmann, Saginaw
Julie B. Killian, CPA– Principal, Rehmann, Troy