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:
![]() | ![]() |
Champion:
![]() | ![]() |
![]() | ![]() |
After registering for this event, you can customize your sessions via 'My Registrations'
09:35 AM - 10:25 AM
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.
11:35 AM - 12:25 PM
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
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
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
04:10 PM - 05:00 PM
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