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In Person-Live
CPE Mega Conference
Thursday, December 10, 2026 | 8:30 am - 5:00 pm
MSU Management Education Center Troy, MI
Course # 205558 | by MICPA
What you will learn
  • 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. 
Description

Join us for a dynamic mix of insights, tools, and trend analysis that will power CPAs in every sector of the profession forward.

 

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 12: $229 MICPA Members/ $379 Non-Members 
November 13 - November 26: $249 MICPA Members/ $399 Non-Members
November 27 - December 10: $169 MICPA Members/ $419 Non-Members 

 

Thank You to Our Partners

Alliance:

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Champion:

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All CPAs
Agenda

After registering for this event, you can customize your sessions via 'My Registrations'

08:30 AM - 09:25 AM
Keynote Presentation: How Ethical Leaders Drive Crucial Business Results 1.0 ET Details
How Ethical Leaders Drive Crucial Business Results
Unethical behavior rarely begins with intentional misconduct- it often develops through a series of small, escalating decisions. Explore six research-based ethical perspectives to examine the principles, beliefs and values that shape decision-making when ethical challenges arise. Then, apply these concepts to real business situations to gain a deeper understanding of why being an ethical leader is more challenging (and important) than you might think.
Jon Lokhorst – Executive Leadership Coach and Consultant, our Best Leadership LLC, Princeton, MN

09:35 AM - 10:25 AM

Details

Auditing Standards Board Update
Examine the latest developments from the AICPA Auditing Standards Board including proposed changes to attestation and final guidance on confirmations and fraud. Explore ongoing projects addressing the use of technology in audits and evaluate how these developments may affect audit procedures, professional responsibilities and practice.
Michael Manspeaker, CPA – Member AICPA Auditing Standards Board and Consultant, Assurance and Advisory, SEK, CPAs & Advisors, Hagerstown, MD.

Details
Keep Your Best Leaders: Four Keys to Build a Flourishing Leadership Pipeline
A recent Gallup study found that managers are more likely than non-managers to be disengaged at work, burned out, looking for a new job and feeling like their organization does not care about their well-being. Learn how to identify, engage, develop and empower leaders at every level of an organization to drive morale and improve retention. Plus, identify practical tools and strategies for building a flourishing leadership pipeline from within. 
Jon Lokhorst – Executive Leadership Coach and Consultant, our Best Leadership LLC, Princeton, MN

 

10:35 AM - 11:25 AM
Your Staff Already Uses AI. Is Client Data Safe? 1.0 OT Details
Your Staff Already Uses AI. Is Client Data Safe?
Examine how the use of public artificial intelligence (AI) tools can expose sensitive client tax returns and financial information and then identify the gaps in firm policies that increase data security risks. Come away with a practical framework for protecting client data, including approved tools, restrictions on sharing confidential information and protocols for human review.
Tavis Patterson – Owner & Founder, TAZ Networks

11:35 AM - 12:25 PM

Details
Data Analytics as Part of Your Compliance Program
Integrating data analytics into corporate compliance programs can drastically increase the depth and accuracy of fraud monitoring activities. Learn to leverage technology, within your corporate compliance program to supplement compliance and internal audit in the detection and monitoring of potential fraud involving vendors, customers and employees.
Colin Flood – Senior Managing Director, Ankura, Metro Detroit
Patrick L. Grobbel, CFE, CAMS, CTF, CEC, CFC – Senior Managing Director, Ankura, Washington, D.C.

 

Details

Valuation of Privately-Held Companies for Estate Planning / Gift Tax Purposes
For many private company owners, succession and estate planning is often front of mind as the owner(s) near retirement. In connection with estate / tax planning strategies, a business valuation is often required to put these strategies into place. Review why business valuations are needed for estate/gift tax planning; when to get a qualified appraiser involved in the process; how the appraisal will be used and how that impacts the valuation analysis; typical valuation approaches / methodologies; and  considerations that need to be incorporated in the valuation to get past IRS scrutiny.
Phil Gaglio – Managing Director, Valuation and Capital Market Analysis, BDO USA, Detroit
Andy Robinson – Senior Manager, Valuation and Capital Market Analysis, BDO USA, Detroit

01:10 PM - 02:00 PM

Details
Phat Prompting for CPAs: Reducing AI Risk Through Precision Prompting
AI is reshaping how CPAs research, analyze and document financial data, but vague prompts can create costly errors. Explore PHAT prompting, a disciplined, audit-inspired method that dramatically reduces AI hallucinations. Learn how to frame questions with context, authority and professional skepticism to improve the reliability of generative AI results.
Greg Frazier, CPA, CITP – Owner, Greg Frazier, CPA, PLLC, Detroit

 

Details

Unleash Potential: Transforming Employee Goals into Organizational Triumphs
Your team of professionals is full of potential, but do you know how to unlock it? Determine practical strategies to engage, inspire and guide your employees as they set and conquer professional goals. Plus, learn effective methods for tracking individual progress, providing continuous feedback and fostering a culture of success that empowers organizational growth.
Kamal Webster – Leadership Development Lead Consultant, Corwell Health, Southfield

02:10 PM - 03:00 PM

Details
Fraud in the Age of AI: The Threats Evolved, the Controls Didn't
Examine how artificial intelligence (AI) is accelerating familiar fraud schemes, including business email compromise, vendor payment diversion and impersonation. Through real investigative examples, evaluate weaknesses and explore the critical steps after fraud is discovered to contain losses, preserve evidence and improve the likelihood of recovering funds.
Jason Amolong Hanson, CPA, CFE – Plante Moran, Grand Rapids
Chris Hartsel, CPA, CFE, GSEC – Senior Manager, Plante Moran, Columbus, OH

 

Details

Reversing the Billing Relationship
Particularly useful in complex business transactions, reverse billing is simplifying invoicing and reducing administrative costs with pre-checked billing. Learn how AI and data collection tools, coupled with cost-based contracts (e.g., construction projects, consumer services), are allowing buyers to prepare their own invoices and greatly reduce errors, unexpected costs and misunderstandings.
Jim Schmid, CPA, CFF, CFE, ABV – Managing Director, ResX, PC, Troy

03:10 PM - 04:00 PM

Details
Exit Planning for Business Owners
There is more than one way to plan an exit from a business. Use real-world scenarios to explore common exit strategies, including mergers and acquisitions and alternative practice structures, to identify key seller opportunities, issues and negotiation tactics. 
Bill Lentine, JD, CPA – Partner, Taft Stettinius & Hollister, Southfield
Jeff Weiss – Partner, Taft Stettinius & Hollister, Southfield

 

Details
Prospective Financial Engagements Explained
Prospective financial engagements require careful judgement around the type of information presented and the level of service provided. Examine the differences between forecasts and projections, analyze the primary applicable services – examination, agreed-upon procedures and compilation – and review associated reporting requirements.
Duane Reyhl, CPA, CGMA – Audit & Accounting Partner, AHP, Midland

 

04:10 PM - 05:00 PM

Details
Non-negotiables: 7 Boundaries That Create High-Functioning Teams
Regardless of industry, the common denominator among high-functioning teams is boundaries. Explore seven, non-negotiable, practical boundaries that create high-performing teams by reducing bottlenecks, keeping managers consistent and fostering alignment between cross-functional groups.
Sherell Wiggins, MBA, SPHR – Principal Consultant, Wiggins HR Consulting, LLC, Metro Detroit Area

 

Details

Private Equity Impacts for Accounting Practitioners
The accounting profession is experiencing an era of intense interest among private equity investors. Define the key variables driving private equity investments in accounting, including Federal Reserve policy and artificial intelligence, and analyze the effects for a more holistic understanding of associated opportunities and risks.
Vincent Mercader, ASA – National Valuation Market Leader, BDO, Troy
Alan Reinstein, CPA – Alan Reinstein, CPA, Farmington Hills

ADD TO CART

You may also be interested in:

ADD ON
Michigan Specific Ethics - The Impact of State Statute & Administrative Rules on Your CPA License
Course # 205559
MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.
In Person-Live
Members SAVE $150
$229.00
Member
$379.00
Non-Member
Add To Cart
Time: 8:30 am - 5:00 pm
Total Credits: 8.0
Earn Up To: 4.0 AA, 1.0 ET, 8.0 OT credits
Level: Overview
Vendor: MICPA
Venue: MSU Management Education Center
811 W Square Lake Rd
Troy, MI 48098-2831

You may also be interested in:

ADD ON
Michigan Specific Ethics - The Impact of State Statute & Administrative Rules on Your CPA License
Course # 205559
MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.
Michigan Association of CPAs
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