- Evaluate the age old leadership dilemma of EQ or IQ and how to balance competence and likeability.
- Discuss today’s client lifecycle from acquisition and onboarding to retention and even, disengagement.
- Examine insights on pressing tax issues including collections, FTE and taxpayer advocacy from three areas within the MI Dept. of Treasury.
Grab your lucky networking shoes and get ready to meet up with your professional peers, friends and colleagues! Our objective: to create a place that facilitates discussion about the challenges, successes and surprises that you see and allows you to make the connections so vital to this business.
Looking for extra flexibility? You can attend the program virtually, instead. Click here for details on the virtual option.
Overnight Accommodations
Special room rates are available
at the FireKeepers Casino Hotel by booking online at www.firekeeperscasino.com.
When booking, select "Group Attendee Code" and use 081622CPAS to receive
the MICPA rate. Space is limited and the cutoff to make your
reservation at the group rate is August 2, 2022.
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
July 19: $385 MICPA Members/ $535 Non-Members
July 20 - August 2: $405 MICPA
Members/ $555 Non-Members
August 3 - August 16: $425 MICPA Members/ $575
Non-Members
Thank You to our Presenting Partners:
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Thank You to our Program Partner:
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Exhibitors Include:
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- Accounting
- Auditing
- Business Management & Organization
- Information Technology
- Personal Development
- Personnel/Human Resources
- Regulatory Ethics
- Specialized Knowledge
- Taxes
After registering for this event, you can customize your sessions via 'My Registrations'
Overcoming the Competency-Likeability
Challenge
Research shows that people with strong emotional
intelligence (EQ) are more likely to succeed than those with high IQs or
relevant experience, even in the financial sector. Learn how to walk the line
between competency and likability by taking advantage of your personal strengths
and partnering with others to overcome the challenges that all leaders face.
Dorothy Deremo, FACHE – Principal Partner &
CEO, The Deremo Group, Northville
09:40 AM - 10:30 AM
Ask the Experts: Personal & Real Property
Tax Issues
Find out what changes are currently impacting Michigan
personal and real property and get advice from our panel of experts on how to
apply current updates and relevant case law to your own clients’ situations.
Paul
Bach – Cardinal Tax Advisors, Rochester
Jackie
Cook, JD – Partner, Novara Law,
Troy
Jacob Thurston, MMAO – Assessor, Assessing
Department, City of Dearborn
Moderator: Carl Rashid– Member – Tax
Appeals Practice Leader, Dykema Gossett PLLC, Detroit
Talent: The Strategic Imperative for Business
Sustainability
The talent wars are only going to intensify.
Retaining and growing internal talent is an essential strategic business
imperative for small and large companies to ensure their sustainability. Today’s
leaders need to use a different set of competencies and shift from being a
“Boss” to being a “Coach” in their approach to direct reports. We dig into the
latest research on managing talent today that will improve business outcomes of
profitability, increased retention, and quality.
Dorothy Deremo,
FACHE – Principal Partner & CEO, The Deremo Group,
Northville
10:40 AM - 11:30 AM
The hardest part of starting something new is taking the first step, but the path to Membership-Based Subscription Business is clearer than you think! Following these eight steps will give you the tools necessary to avoid many of the expensive lessons many must learn the hard way.
Chris Picciurro, CPA – Executive Officer & Co-Founder, Integrated CPA Group, Franklin, TN
The best IRS notice is no notice at all – join our IRS panel for tips on managing, preventing, and resolving most IRS notices. (Submit your questions early as the panel will only be able to prepare answers for questions posed prior to the event.)
Jim Reinert, CPA, CFP, CGMA, PFS, MST – President, Reinert & Company PC, Royal Oak
Colleen Reynolds, EA, NTPI – Co-Owner, Barry Associates Inc., Richland
Richard E. Zuckerman – Partner, Honigman LLP and former Acting Assistant Attorney General, Tax Division, US Department of Justice
Moderator: Linda Drenth, CPA – Senior Tax Manager, Beene Garter – A Doren Meyhew Company, Grand Rapids
11:40 AM - 12:30 PM
01:30 PM - 02:20 PM
Effective performance reviews provide insight to employees on how to manage and grow their career and achieve your firm's goals. But they can be a source of anxiety for many. Review best practices and techniques that are working for small businesses in today’s environment and receive tips for implementing better performance reviews at your small practice.
Mark J. Albrecht – Senior Human Resources Consultant, MJA HR Consulting, Rochester
Explore how the CARES Act provides immediate cash flow benefits and relief to taxpayers, especially those in the retail, restaurant, and hospitality industries who improved real property since the 2017 TCJA. Maximize bonus depreciation and discover favorable IRS procedural guidance and the methodology for correcting the class life of qualified improvement property constructed in 2018, 2019 or 2020.
Craig Miller, CPA, CGMA, CCSP – President and Managing Partner, Duffy+Duffy Cost Segregation, Novi
02:30 PM - 03:20 PM
As the average lifespan continues trending near or more than 100, professionals are increasingly faced with the prospect of discerning if their aged client has sufficient capacity to make their own decisions. Know what must be done if you suspect your client has become vulnerable to financial exploitation and gain understanding of the nuances of power of attorney and trust documents.
Doug Chalgian, JD, CELA – Partner, Chalgian & Tripp Law Offices, East Lansing
Last year the AICPA proposed updates to peer reviews to make them easier for practitioners to understand and implement. Find out everything you need to know about these and other developments within peer reviews impacting small firm practitioners. Plus, avoid missteps in future peer reviews by analyzing common deficiencies and learning how to correct them when they occur.
Peggy Jury, CPA, CGMA – Peer Review CPA On Staff, Michigan Association of CPAs, Troy
03:30 PM - 04:20 PM
The Client Lifecycle: Panel
Discussion
Join our panel for a discussion of how to manage client
acquisition and retention, from the initial proposal and onboarding to
determining when and how to disengage.
Chris Picciurro, CPA – Executive Officer &
Co-Founder, Integrated CPA Group, Franklin, TN
Ellen L.
Rusco – Firm Administrator, Brickley DeLong PC,
Muskegon
Robert E. Wexler, CPA – PLW CPA
PLLC, Sterling Heights
Moderator: Christine Peters, CPA – Tax
Manager, Partyka & Company PC, Warren
Like many areas within accounting, valuations were not spared from COVID-19 pandemic implications. Gain insight into these lingering impacts, how and when to apply the Valuation Services 100 standard, and how the Statement on Standards for Valuation Services (SSVS) relates to other reporting standards.
James Sullivan, CPA – CEO, ATS Advisors, A CPA Firm, Plymouth
04:30 PM - 05:20 PM
Data security is a growing concern, and the IRS 4557 guidelines were created to specifically address data security requirements among tax preparers. Learn why accountants are becoming prime targets for cyber criminals and how to apply the IRS 4557 guidelines to your practice to prevent both penalty and, worse, a breach itself.
Jon Melloy – Head of Growth, Practice Protect, Brisbane, Australia
Your clients are living longer – are you prepared to help them plan for their futures? We use analysis of eldercare planning case studies to better understand considerations such as Medicaid/Medicare, long term care insurance and estate planning.
Sandy Adams, CFP® – Lead Financial Planner/Partner, Center for Financial Planning, Inc., Southfield
The Potential in Fearing Less
Are
there underlying fears preventing you from reaching your greatest potential? The
negative effects of fear impact success and act as a barrier to living a
purposeful life. Explore the limitless possibilities of success when leading
with courage, both personally and professionally! Learn and discover strategies
to recognize, overcome and transform fear to fuel personal growth, service, and
leadership.
Dichondra R. Johnson, MBA, MPA, CBSP –
Founder & Executive Consultant, DRJ & Associates, LLC, Metro
Detroit
09:40 AM - 10:30 AM
Transition Planning (or Lack
Thereof)
Very few business owners want to discuss transition
planning, yet over 50% of transitions are due to events outside of an owner’s
control, including disability, divorce, disagreements, health issues or death.
Understand the importance of planning for transition, even when things are going
well, and how to make these important discussions happen.
Joseph
Bione, MBA, CMP, CPIM – President/Owner, Whitehall Group, LLC,
Troy
To believe or disbelieve ... that is the question often faced by CPAs. For tax practitioners, this question is especially nettlesome when clients attempt to overstate their business gifts, entertainment, auto expenses, etc., on their income tax returns. This ethics workshop offers “talking points” for accountants whose clients sometimes insist on fudging the numbers.
Albert Spalding, JD, PhD, CPA/CFF – Associate Professor Emeritus, Wayne State University, Detroit
10:40 AM - 11:30 AM
This session will dive into management’s and auditor/accountants’ responsibilities of reporting on going concern reporting; including indicators and mitigating factors. The session will also explain agreed upon procedures which can be services offered as an alternative to audits.
Brad Muniz – Partner, SobelCo, Livingston, NJ
Client advisory services have long been the way of the future, if accelerated by the pandemic. Find out how you can add advisory services to your practice, including what to expect, where to focus your niche and best practices.
Ashley Doyen – CAS Product Account Manager, CPA.com, Detroit
11:50 AM - 12:40 PM
SEP, Profit Sharing, Defined Benefit Plan, SIMPLE IRA, 401(k) and Safe Harbor 401(k) – there isn’t a ‘one size fits all’ solution for employer sponsored retirement plans. In order to attract and retain the quality personnel needed to grow and maintain a successful business, regularly reviewing the scope and state of these plans is necessary to ensure competitiveness. Find out what major considerations should be weighed when choosing the appropriate plan options for closely held businesses.
Lou Melone, CFP – Managing Partner, Melone Private Wealth, Auburn Hills
Let’s go beyond the old industry ‘rules of thumb’ and examine the most crucial factors that impact the value of an accounting practice. Dig into the components that impact value and how much of an effect they can have, including location, size, gross income, client mix and terms of sale.
Trent Holmes – Business Broker, Accounting Practice Sales
01:40 PM - 02:30 PM
02:40 PM - 03:30 PM
All CPA firms are responsible for managing its own system of quality management for accounting and auditing processes. Find out everything small firms need to know about establishing and maintaining this process under the current applicable standards.
G. Alan Long, CPA, CITP, CGMA – Managing Member, Baldwin CPAs, Richmond, KY
Join this panel discussion, which includes participants from three different departments within the Michigan Department of Treasury, for insight into today’s most pressing state tax issues, including collections, the flow-through entity (FTE) tax and taxpayer advocacy.
Angela Matelski, CPA – Department Specialist, State of Michigan Department of Treasury, Lansing
Becky Miller – Departmental Manager, Offer in Compromise Section, Office of Advocacy Services, State of Michigan Department of Treasury, Lansing
Steven H. Schaub – Assistant Administrator – Services Management Division, Michigan Department of Treasury, Lansing
Moderator: Dave Barrons, CPA– Sole Practitioner, Barrons State Tax, Rockford
03:40 PM - 04:30 PM
Private business has never been more vulnerable, but how can small firms on a budget plan for the worst-case scenario? Bring your burning cybersecurity questions to our panel of experts for insight on how to protect your business and clients from cyber criminals.
Mike Lipinski – Partner, Plante Moran, PLLC, Southfield
Rick Snyder, CPA – CEO, SensCy, Ann Arbor
Moderator: Greg Frazier, CPA, CITP– Owner, Greg Frazier, CPA, PLLC, Detroit
Being selected by the Unemployment Insurance Agency (UIA) for an audit can be an intimidating prospect for employers. Gain a better understanding of the UIA audit process, common mistakes employers make when setting up their UIA account plus a walkthrough of the Employer Fraud section.
Sam Hodges, CPA, CGMA – Principal, Sam Hodges & Associates, Bloomfield Hills
Danene Test – State Administrative Manager, Unemployment Insurance Agency, Michigan Department of Labor and Economic OpportunitY
04:40 PM - 05:30 PM
Death, and its multitude of planning considerations, can be an intimidating prospect, for both client and CPA. This case study analysis presents considerations for situations involving the death of a client or a CPA and provides insight on what steps should be taken when handling postmortem affairs.
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy
It’s been a busy couple of years for standards, but what do recent Statements on Auditing Standards (SAS) and Statements on Standards for Accounting and Review Services (SSARS) mean for small firm practitioners? Find out with this overview of all the most relevant updates and pronouncements making waves in 2022.
Duane Reyhl, CPA, CGMA – Audit and Accounting Partner, AHP, Midland
Member
Non-Member