Wednesday, November 10, 2021 Accelerate

As a business leader, you thrive on overcoming challenges and the last two years held plenty of them, from post-pandemic recruitment/retention to fraud prevention and creating a more inclusive culture. We’ve designed a special event focused on providing solutions to these types of organizational challenges as well as bringing you the peer and partner connections to help along the way- we’re ready to go. Are you?





Program Outline

Format: In-Person - Live
Date: Wednesday, November 10, 2021
Time: 8:30 am – 4:20 pm
Reception Showcase: 4:20 – 5:30 pm
Course Recommended CPE Credit: 1 Accounting & Auditing & 6 Other Hours
Venue: Suburban Collection Showplace
46100 Grand River Ave
Novi, MI 48374-1317


Save $20 when you register by October 29!

Looking for extra flexibility? You can attend the program virtually, too. Click here for details on the virtual option.



The Michigan Association of CPAs aims to deliver its Mission while protecting the health and safety of our members and staff and minimizing the potential spread of disease within our community.



7:30 a.m. – 8:20 a.m. Optional Early Bird Ethics

Changes to CPE requirements, licensure expiration and more. We guide you on a deep dive into Michigan’s accountancy law and administrative rules to help you steer clear of any violations. Explore case studies and ask the experts your questions about licensure and compliance with Michigan’s accountancy act.

Tricia A. Van Vliet – Founding Member, The Wellness CPA PLLC, Grand Rapids


8:30 a.m. Welcome & Opening Remarks


8:35 a.m. – 9:25 a.m. Keynote: The Trust Edge™: How Top Leaders and Organizations Drive Business Results through Trust

Trust is a fundamental, bottom-line issue. Without it, leaders lose teams, salespeople lose sales, and organizations lose reputation, retention of good people, relationships, and revenue. But with trust, individuals and organizations enjoy greater creativity, productivity, freedom and results. Through David’s industry leading research, The Trust Outlook™ and firsthand experience working with the world’s highest performing organizations, David reveals how top leaders and organizations drive business results to become the most trusted in their industry.

David Horsager – CEO, Trust Edge Leadership Institute, Saint Paul, MN


David Horsager HeadshotDavid Horsager, MA, CSP, CPAE is the CEO of Trust Edge Leadership Institute, Trust Expert in Residence at High Point University, and Wall Street Journal bestselling author of The Trust Edge. David has advised leaders and delivered life-changing presentations on six continents, with audiences ranging everywhere from FedEx, Toyota, MIT and global governments to the New York Yankees and the Department of Homeland Security.


9:25 a.m. – 10:15 a.m. Session: Who is Going to Do All This Work?

There is lots of work and less people how is it all going to get done. Employers (hopefully) understand that six key motivators impact employee recruitment and retention. This presentation highlights why top talent stays at an organization and will discuss low-cost, medium-cost, and long-term recruitment and retention strategies. Although some strategies can be organization wide, some can be implemented even at a team level. Come hear and share how you can have a positive impact on retention in your organization!

Jacquelyn H. Tracy, CPA – Partner, Mandel & Tracy, LLC, Providence, RI


10:15 a.m.- 10:45 a.m. Exhibitor Break


10:45 a.m.- 11:35 a.m. Session: What it Takes to Keep Your Team's "A" Players

Human Resources is usually a boring, touchy-feely area. Not today! Data can show us how engagement scores, salary increases, time with the manager, and many other factors will impact future profitability. Did you know that if your employees are in the top quartile of engagement scores – your turnover can go down 59% and your profitability up 20%? Using principles from Jim Clifton and Patrick Lencioni – this session allows you to understand why we spend time and money on HR and what the ROI should be.

Cindi Filer – CEO, Innovative Outsourcing, Marietta, GA


11:35 a.m.-12:40 p.m. Lunch Break & Meet with Exhibitors


12:40 p.m.-1:30 p.m. Session: Diversity, Equity & Inclusion Now

A major change in the past year has been the push to prioritize Diversity, Equity and Inclusion (DEI) in our workplaces. How can organizations change to address issues, avoiding a culture of ‘niceness’, exploring diverse identities and identity impacts? Let’s discuss together.

Lynita Taylor, MBA, Ed.D – Diversity & Inclusion Program Manager, Mike Ilitch School of Business, Wayne State University, Detroit


1:30 p.m.- 2:20 p.m. Session: Fraud: A Never-ending Story(A&A credit)

They say only two things in life are certain, death and taxes. However, maybe we need to add fraud to that list. Fraudsters always seem to be two-steps ahead of the latest fraud prevention techniques. Join in for this informative session on fraud and forensic accounting for the latest information on this saga.

Marlene J. Beach, CPA, CFE, CVA – Principal, UHY LLP, Farmington Hills


2:20 p.m.-2:40 p.m. Exhibitor Break


2:40 p.m.-3:30 p.m. Session: Making Your Organization “Unquittable”

What if you didn’t fear the great resignation/war for talent because your organization was already known as a destination employer? If this isn’t your current reality, let’s talk about how we can get you there by discussing today’s talent market, critical strategies employed by organizations winning the war for talent and next steps for making changes.

Jim Bitterle, BBA, MBA – Managing Partner, EDSI Consulting, Dearborn


3:30 p.m.-4:20 p.m. Session: How to Expand Your Practice with an Exceptional Client Experience

These days, it’s not just good enough to provide great service – prospects and clients expect the same online experience from you as they see from big brands like Amazon. CPA firms who don’t take advantage of the latest technology will fall behind the competition. From your website to your client portal to your initial discovery calls, every touchpoint counts. Learn more about exceeding expectations in your client experience in this session.

Lee Reams II – Founder and CEO, ClientWhys, Inc., Newport Beach, CA


4:20 p.m.-5:30 p.m. Evening Partner Showcase Reception


5:30 p.m. Reception Adjourns




Presenting Partner





Program Partners





Thank You to Our Partners



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COVID-19 Protocol for In-Person Events


The MICPA will follow all Center for Disease Control and Prevention (CDC) recommendations, state & local guidelines, as well as any venue requirements.

Due to the current high level community transmission in the state of Michigan, it is recommended that all attendees wear a mask in indoor settings regardless of vaccination status. Masks MUST be worn by attendees who are not fully vaccinated. We ask that you please follow these guidelines based on your current vaccination status, using the honor system. You will also be required to sign a waiver prior to entering the event.

The MICPA staff that you will interact with at the event are vaccinated and will be wearing masks.

Thank you for following our COVID-19 protocol.



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MIC-047 Connections Fall21 FINAL DIGITAL