- Evaluate how a ‘changeless core’ can help you, and those you lead, manage change.
- Employ an ethical perspective to real world cases of anti-money laundering.
- Examine employment law updates and navigate their implications and compliance.
Staying still isn’t an option in the changing business world. Gather the understanding and resources to address new and ongoing challenges so that you can continue to progress.
Looking for extra flexibility? You can attend the program virtually, instead. Click here for details on the virtual option .
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 October 23:
$219 MICPA Members/ $369 Non-Members
October 24 - November 6: $239
MICPA Members/ $389 Non-Members
November 7 - November 20: $259 MICPA Members/
$409 Non-Members
Complimentary Copy of Gaynor Meilke's book:The Bank Your Brain Blueprint
Program & Spotlight Session Sponsor:
.png?sfvrsn=34adc6f2_2){kind=logo} |
Spotlight Session Sponsor:
 |
Supporting Sponsor:
.png?sfvrsn=17e2cdb2_2) |  |
All CPAs
After registering for this event, you can customize your sessions via 'My Registrations'
Unleash the Leader Within
Embark on
a transformative journey in leadership with this keynote designed to equip you
with the tools to become an influential and inspiring leader. Discover how to
master effective communication, build meaningful professional relationships, and
leverage ethical influence to motivate your teams, resolve conflicts, and
cultivate a positive and respectful workplace. This talk will empower you to
lead with confidence and purpose, driving success for both your team and your
organization.
Ricardo Canela – Peak Performance Coach &
International Business Consultant
09:40 AM - 10:30 AM
Accountant’s Guide to Anti-Money Laundering
(AML): People, Patterns and Prosecution
There is an increasing
expectation that accountants should be alert to red flags that point potential
money laundering situations, even if they are not specifically tasked with
monitoring AML compliance. The General Standards Rule of the AICPA Code of
Professional Conduct, for example, implies that an alertness to such red flags
is a matter of diligence, due care and competence. This workshop unpacks AML
compliance requirements from an ethics perspective and considers real world
cases involving accounting and financial professionals' responses to AML red
flags.
Albert D. Spalding, CPA, JD, PhD – Associate
Professor Emeritus, Wayne State University, Detroit
Do the prevailing generations in today’s workforce have more commonalities than differences? Explore the unique characteristics, influences and ethos of the multigenerational workforce, and determine the leading managerial approaches for creating a work environment that is engaging for all.
Mark Albrecht – Senior Human Resources Consultant, MJA HR Consulting
10:50 AM - 11:40 AM
Do you know who you are and what you value? Explore what it means to have a “changeless core” and how it can help you help those around you, including clients, think critically and manage change more effectively.
Lizabeth Wiggins, MS, LLP, CPC – Principal, Transitions Training LLC, Farmington
As pressure mounts for organizations to improve sustainability while maintaining financial performance, leaders are looking for answers that CPAs are uniquely positioned to supply. Determine how emerging accounting standards, frameworks and approaches can be incorporated in FP&A practices and advisement to help businesses leverage sustainability to drive growth.
Mary Adams – Co-Founder, Insights7, Minneapolis, MN
11:50 AM - 12:40 PM
Gain a deeper understanding of how to enhance your knowledge base and offer value-added services that can significantly grow your advisory role in guiding small business retirement plans. These practical techniques will help your clients reduce tax liabilities and meet their long-term financial goals.
Victor Hicks II, CFP®, AIF® – Wealth Advisor and Managing Director, Perigon Wealth Management LLC
Explore the transformative impacts of the Inflation Reduction Act on Medicare, Medigap plans, and IRMAA adjustments, and learn how these elements will shape strategic planning for your clients in 2025. Equip yourself with the insights and best practices needed to navigate emerging challenges and unlock new opportunities in the evolving Medicare landscape.
Dustin VanDuine, MSF, CLU – Director of Strategic Relations, Rick Young Insurance, Rochester Hills
Michael Cummings – Retirement Specialist, Cummings Retirement Solutions, Rochester Hills
01:40 PM - 02:30 PM
The AICPA issued new Quality Management Standards that require all accounting firms that perform audit, review, compilation, attestation, and agreed-upon procedures engagements to comply with the enhanced Quality Management Standards by December 15, 2025. The most significant change in the new Quality Management Standards is the requirement that firms identify and assess quality risks specific to their practices and then design and implement responses to each identified quality risk. Discuss the new Quality Management Standards, gain practical guidance for adoption, and respond to the requirements of the new Quality Management Standards.
Peter Sawchuk – Director of Learning and Development, UHY LLP, Sterling Heights
Jim Skrobosinski, CPA – Partner, UHY LLP, Detroit
Discover how Microsoft Copilot integrates AI-powered capabilities across the Microsoft Suite to enhance productivity and streamline workflows that can assist and simplify the work you do. Let's discuss the current state of AI, demonstrate Copilot's functionality within Microsoft 365, Dynamics 365, and the Power Platform, and clarify what Copilot is—and what it’s not.
Kevin Brunton – Vice President of Business Development, The TM Group, Inc., Novi
Savannah Dill – Business Intelligence Analyst, Microsoft MVP, The TM Group, Inc., Novi
Joel Peterson – Business Central Consultant, The TM Group, Inc., Novi
02:40 PM - 03:30 PM
There is a market for everything, but especially for the valuable knowledge and insights possessed by trusted CPAs and financial advisors. Explore steps for creating a business plan around monetizing your individual skillset as an accounting influencer.
Gaynor Mielke, MS, CBC, CTC – Chief Opportunity Officer, Charisma Ink, LLC, Saline
Unpacking FTE Action
We focus on
the issues, rather than case law as we discuss Michigan's Flow-Through Entity
(FTE) tax including updates on how partners can be added to firms as well as
credits and deductions in cases where ownership changes. Bring your
questions!
John Eardley, CPA, MST – Partner, Crowe LLP,
Grand Rapids
03:40 PM - 04:30 PM
Accountants and auditors make many assumptions and estimates. In this session, explore the risk assessment process for accounting estimates, how implicit and explicit cognitive biases can impact making and auditing estimates, and procedures to effectively audit estimates.
Erik J. De Vries, CPA, MBA – Director, CohnReznick LLP, Chicago
Successful business sales highlight the complementary roles and teamwork required from accountants, lawyers and M&A advisors. Gain an understanding of the stages for taking a business to market, from initial evaluation to the final transaction documents, with a focus on key deliverables and the critical collaboration needed for success at each stage.
Ron Reed – Managing Partner, Cascade Partners LLC, Southfield
04:40 PM - 05:30 PM
This year has already proven busy for employment law, from new limitations on non-compete and non-disclosure agreements to independent contractor status redefinitions. Review the top employment law developments of 2024, including FLSA rules changes, pay equity issues, components of the Pregnant Workers Fairness Act and new National Labor Relations Board rules, and determine strategies for navigating their implications and compliance.
Melvin Muskovitz, JD – Senior Counsel, Dykema, Ann Arbor
Explore the most common tax pitfalls with equity rollovers, including those associated with tax-free contributions, restructuring to permit tax-free contributions, 704(c) allocations and anti-churning issues, and determine effective strategies to avoid the challenges.
Cody Attisha – Member, Kerr Russell, PLC, Detroit
John Gatti, CPA, JD – Member, Kerr Russell, PLC, Detroit
Member
Non-Member