- Evaluate how recent changes in tax policy will affect individuals and businesses.
- Examine applications for AI in auditing and risk assessment.
- Explore the impacts of private equity on the accounting profession.
Join us for a dynamic mix of insights, tools, and trend analysis that will power CPAs in every sector of the profession forward.
Looking for extra flexibility? You can attend the program virtually instead. Details on the virtual option can be found HERE.
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 November 6: $219 MICPA
Members/ $369 Non-Members
November 7 - November 20: $239
MICPA Members/ $389 Non-Members
November 21 - December 4: $259 MICPA
Members/ $409 Non-Members
Alliance Partner:
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Champion Partners:
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Premier Sponsor:
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Supporting Sponsors:
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- Accounting
- Auditing
- Information Technology
- Regulatory Ethics
- Specialized Knowledge
- Taxes
- Albert D. Spalding Jr.
- Alex Drost
- Allison M. McLeod
- Chris Kuehl
- Craig Miller
- Duane M. Reyhl
- Gregory H. Soule
- Jacqueline Roessler
- Jeff Rayis
- Kali Hassinger
- Megan Angle
- Michelle Crockett
- Multiple Speakers
- Navneet Sharma
- Paul C. Mallon Jr.
- Robert Cote
After registering for this event, you can customize your sessions via 'My Registrations'
KEYNOTE PRESENTATION: What Now? - Trends in the Current Economy 1.0 OT Details
The volatility of the economy has been nearly constant with shifts in interest rates, jobs, inflation and the impact of geopolitics. Where do we stand now and what do the future scenarios look like. The issues of 2025 will still be with us and there will be new ones to contend with - all of which will affect the accounting profession.
Dr. Chris Kuehl, Ph.D. – Founder, Armada Corporate Intelligence, Kansas City, KS
09:35 AM - 10:25 AM
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 - Chief Financial Officer, Indiana Wesleyan University, Marion, IN
Most professional accountants are at least somewhat familiar with the AICPA’s Code of Professional Conduct, available at the AICPA’s online ethics library. But the online ethics library also includes other information, such as nonauthoritative case studies. This course provides an overview of – and commentary on – these instructive supplemental materials
Albert Spalding, JD, PhD - Emeritus Associate Professor of Accounting, Mike Ilitch School of Business, Detroit
10:35 AM - 11:25 AM
Examine how cost segregation accelerates depreciation for real estate assets and enhances income-tax shielding. Evaluate the classification of Modified Accelerated Cost Recovery System personal property, qualified improvement property, and land improvements eligible for bonus and accelerated depreciation. Then, interpret key 2017 and 2025 tax law changes and apply practical steps to document and implement cost segregation analyses that maximize tax savings.
Craig Miller, CPA CGMA, CCSP - President and Managing Partner, Duffy + Duffy Cost Segregation Services, LLC, Novi
Paul Mallon will cover key legal trends shaping M&A activity in 2026, including regulatory developments, due diligence pitfalls, deal structuring strategies, and post-transaction integration issues. Learn how CPAs can add value throughout the transaction lifecycle, mitigate risk, and collaborate more effectively with legal teams.
Paul C. Mallon, Jr., JD - Member, Kerr Russell, Detroit
11:35 AM - 12:25 PM
Need to Know: Employment Law Updates
Join us for an engaging and interactive update on state and federal
employment laws, including Michigan's Earned Sick Time Act, the FTC Non-Compete
Ban, Pregnant Workers' Fairness Act, new wage and hour rules, and
more.
Michelle P.
Crockett, JD – Partner, Honigman LLP, Detroit
By the end of 2024, reports indicated that 90% of partners were prioritizing firm budgets around artificial intelligence (AI) technologies for 2025. Explore the issues driving the surge of AI in the auditing realm, including risk assessment, data analysis and more efficient, more accurate audits. Then, examine recent case studies to explore best practices and considerations for maintaining high professional judgement, skepticism and auditor responsibility.
Megan Angle, CPA – Partner, Porte Brown LLC, Elk Grove Village, IL
01:10 PM - 02:00 PM
Explore best practices for reviews, compilations, and financial statement preparation with a focus on planning and performing analytical procedures and effective documentation. Gain insights into designing review procedures based on risk awareness and understand the implications of SSARS No. 27, including applicability of AR-C Section 70 for consulting services engagements.
Navneet Sharma, KNAV CPA LLP – Partner, KNAV, Atlanta, GA
Tax policy is always changing, but 2025 is already shaping up to be one of the most active years in recent history. Review all the latest changes to federal individual and business tax policy, including IRS procedures, payroll, current tax court cases, incoming legislation and more. Plus, learn techniques for quickly and efficiently implementing new standards as they arise.
Allison McLeod, LL.M., CPA – Allison M. McLeod, LL.M., CPA PLLC, Denton, TX
02:10 PM - 03:00 PM
From Errors to Excellence: Correcting Common Peer
Review Deficiencies
When it comes to peer review, there is always
room for improvement. Examine the most common deficiencies, including poor
documentation, unclear leadership responsibilities, failure to properly consult
applicable compliance supplements and other key issues. Then, develop strategies
for avoiding top concerns and improving overall audit quality and peer review
results.
Peggy Jury, CPA, CGMA – Peer Review CPA on
Staff, Michigan Association of CPAs, Troy
Duane M. Reyhl, CPA,
CGMA – Audit and Accounting Partner, AHP, Midland
Tax policy is always changing, but 2025 is already shaping up to be one of the most active years in recent history. Review all the latest changes to federal individual and business tax policy, including IRS procedures, payroll, current tax court cases, incoming legislation and more. Plus, learn techniques for quickly and efficiently implementing new standards as they arise.
Allison McLeod, LL.M., CPA – Allison M. McLeod, LL.M., CPA PLLC, Denton, TX
03:10 PM - 04:00 PM
Discover key tax pitfalls divorcing clients encounter and how planning can help them avoid costly mistakes. We explore the tax implications of dividing assets, ownership rules for the marital home and smart settlement structures to support long-term financial stability.
Kali Hassinger, CFP, CSRIC – Center for Financial Planning, Southfield
Jacqueline Roessler, CPA, CDFA – Roessler Divorce Consulting, Birmingham
The Committee of Sponsoring Organizations of the Treadway Commission (COSO) expanded its Fraud Risk Management Guide with the publication of its second edition in 2023. Focused heavily on fraud deterrence, the new guide sets forth five principles for building a solid program for managing fraud risk. Explore the key components of the new Guide, including risk governance, risk assessment, fraud control activities, investigation and corrective measures and continuous monitoring.
Gregory H. Soule, CPA, CISA, CISSP, CFE – Partner, AHP, Bloomfield Hills
04:10 PM - 05:00 PM
Explore the transformative impact of private equity (PE) on the accounting and advisory industry, beginning with an analysis of current PE-backed firms, investment strategies, and potential future exits. Gain a deeper understanding of the “why” behind the seemingly sudden spike in PE’s interest in accounting and how this will impact both those firms that partner with PE and those that opt to remain independent.
Alex Drost, CPA – Founder, Connection Builders, Royal Oak
Member
Non-Member