AGENDA

REGISTER FOR FREE - OVER 100 HOURS OF CPE

Los Angeles, CA, 25 - 26 July 2018

Schedule

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Jul 2508:00
Conference pass

From Success to Significance: Transforming the traditional CPA model (1 CPE CREDIT)

Keynotes
  • Follow your firm into the future with tried-and-tested techniques for digital change management
  • Treat technology as an ally, not an enemy: incorporate the advantages into a new business model for your services
  • Ensure your clients are bought in to your new roadmap for success
Jody Padar, CEO, New Vision CPA
Jul 2509:00
Conference pass

How Tech Is Transforming The Practice (1 CPE CREDIT)

Keynotes
  • How the cloud has fueled the growth of client accounting services
  • How automation and other technologies are accelerating the evolution of tax planning and audit practices
  • Review tactics for building relevancy through the use of technology
Erik Asgeirsson, President & CEO, CPA.com
Jul 2510:00
Conference pass

ACCOUNTING FUTURE FORECASTS (1 CPE CREDIT)

Technology Theater
Part 1: Accounting Finance 2028 - the blockchain transformation
  • Define digital asset and blockchain technology and how it works
  • Identify the changes that these innovations have already produced in the accounting and finance world
  • Evaluate the continued transformations that this technology will produce
  • Examine how certain software solutions are preparing users for this future today
Part 2: The right cloud solution, for the right industry, for the right client
  • Beyond transaction processing, understand why some solutions may not work for all clients
  • Identify which course of action to take when solutions clash with the regulatory environment
Karla Sasser, Owner, KSasserCPA
Omar Qazi, Chief Innovation Officer, B.Q.E. Software
Session led by: bqe
Jul 2510:00
Conference pass

THE CFO OF THE FUTURE: BEYOND THE NUMBERS (1 CPE CREDIT)

Finance Director's Summit
  • Ditch the day-to-day minutiae: learn techniques and strategies for the big-picture thinking that can drive growth and change within a company
  • Establish your tech needs and assess the software that will enable you to divert focus away from tactical and operational tasks
Jody Grunden, Co-founder & CEO, Summit CPA Group
Jul 2510:00
Conference pass

WORKFORCE EXCELLENCE (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Unlock your true market potential with HR, payroll & timekeeping
  • Understanding changing CPA industry and market demands
  • Why CPAs should offer HCM solutions
  • Get a holistic insight into client’s workforce data
Part 2:2017 Benefit/HR Study: What are the best-in-class employers doing
  • Synthesizing information to determine the relevancy of HR benefits to your organization
  • How employers are using data to create strategies to reduce benefit costs, increase employee engagement and improve retention
Kurt Dunn, Partner and Business Development Executive, Kronos Workforce Ready
Andrew Torelli, Area Senior Vice President, Arthur J Gallagher Risk Management Services Inc
Session led by: kronos-incorporated
Jul 2510:00
Conference pass

HOW TO GROW THROUGH REFORM (1 CPE CREDIT)

Tax Management
  • Understanding the significant impacts of the Tax Cuts and Jobs Act
  • Capitalizing on the new opportunities presented by reform
  • Shifting toward advisory services beyond the traditional services
Candace Cross, SR Training and Sales Consultant, Thomson Reuters Div. of Tax and Accounting
Session led by: thomson-reuters-div.-of-tax-and-accounting
Jul 2510:00
Conference pass

BECOMING A WEALTH ADVISOR (1 CPE CREDIT)

Wealth Management
Part 1: How to get started in wealth management
  • Add value to customers by incorporating PFP into your existing services
  • Understand target markets and map out the viability of your approach
  • Know what you need to know: how to educate yourself on wealth planning
Part 2: Investing in Equities Today: How to invest in today’s “New Normal”
  • Increasing Risk-Adjusted returns using Time tested techniques
  • An Overview of Sustainable Investing
  • Operating as a Fiduciary
  • Lessons from Jack Welch – Be #1 or #2 or get out!
Ed Mofrad, CPA, Mofrad Financial Solutions
Jason Reynolds, CEO, Collaborative Financial Consulting
Jul 2510:00
Conference pass

MANAGING PRACTICE INNOVATION (1 CPE CREDIT)

Practice Management
Part 1: Innovate beyond the status quo: move your accounting practice to the cloud
  • While almost half of all CPA firms are not employing cloud based software, how can you be proactive rather than reactive
  • How to gain 5x more clients by integrating a cloud based solution into your firm
  • Innovation realized – how quantum computing, artificial intelligence and other technologies are changing the accounting profession
Part 2: Future change management: streamlining tech adoption in your practice
  • Modernize your firm with a workforce equipped to take advantage of the wave of tech innovation
  • Analyze the range of tech available to your firm and evaluate its advantages
David Cieslak, Chief Cloud Officer, RKL eSolutions
Will Yapp, VP Sales, Marketing & Business Development, Right
Session led by: right
Jul 2511:00
Conference pass

ACCELERATE GROWTH WITH TECHNOLOGY BUILT FOR THE REAL WORLD (1 CPE CREDIT)

Technology Theater
  • Global trends impacting the accounting profession
  • Critical insights to help professionals increase revenue and expand offerings
  • Ways to move toward value creation and away from commoditization with technology built for the real world
John Barnes, Vice President, Product Management — Tax and Accounting North America, Wolters Kluwer
Jul 2511:00
Conference pass

CFO STRATEGY (1 CPE CREDIT)

Finance Director's Summit
Driving business value as a CFO
  • Improve decision making and operational efficiency through digital solutions
  • Spearhead business transformation initiatives with an understanding of change management and leadership skills
Lina O'Connor, CFO, Tender Greens
Jul 2511:00
Conference pass

How to Create a 7 Figure Firm without having to be a Sales Person (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
  • Learn from a licensed Accounting and Tax Professional How to Create a Sales Magnet that generates new business on auto pilot
  • Learn why the traditional accounting firm growth strategy is no longer sustainable in the new firm model
  • Learn to sustain your revenue stream all year long without learning new skills
Karla Dennis, CEO, Enrolled Agent, Karla Dennis And Associates
Jul 2511:00
Conference pass

Tax reform changes affecting cost segregation (1 CPE CREDIT)

Tax Management
  • A look at the changes to qualified property
  • PATH vs TCJA bonus depreciation
  • Section 179 under TCJA
Chris Hitselberger, Managing Director, SourceHOV
Jul 2511:00
Conference pass

SUCCESSFULLY NAVIGATING YOUR JOURNEY IN RETIREMENT (1 CPE CREDIT)

Wealth Management
  • Increasing longevity/ life expectancy and its impact on your career
  • Life-long learning
  • Estate planning
Aric Jacobson, FIT Instuctor, Edelman Financial Services, Llc
Jul 2511:00
Conference pass

BUSINESS VALUE (1 CPE CREDIT)

Practice Management
Part 1:Systems and Workflows: Attract and Manage A Steady Stream of Business (Without Burning Out)
  • Attract new customers
  • Nurture leads
  • Re-engage existing and former clients
  • Control and manage workflow
Part 2: How to make more money resolving IRS collection issues
  • How to solve income tax collection issues
  • How to solve payroll tax collection issues
  • How to make money tomorrow practicing tax resolution
Peter Stephan, Director, Tax Resolution Institute
Alaia Williams, Business Systems Strategist, One Organized Business
Jul 2512:00
Conference pass

NETWORKING BREAK & CPE WALKING TOUR

Technology Theater
Take a break from the sessions to wander the booths.If you'd like to join the CPE Walking Tour (worth 1 CPE credit), meet at the CPA Practice Advisor booth for a tour of the event's technology providers.The Walking Tour lasts for 1 hour.
Jul 2512:30
Conference pass

AUTOMATIC INNOVATION (1 CPE CREDIT)

Technology Theater
Part 1: Automated accounting practice for 21st century businesses
  • Create the free time needed to expand your business by incorporating automation tools into your workflow
  • Identify your clients’ most pressing needs and how automated accounting software can fulfil them
Part 2:Digital innovation and staying relevant to customers
  • Evaluate and explore how technology can transform your customer engagement and interactions
  • Identify efficiencies and advantages of digital innovation in small, medium and large firms
Nate Regimbal, Digital Strategy Consultant, Grant Thornton
Scott Hoppe, Partner, Why Blu
Jul 2512:30
Conference pass

BUILD YOUR CFO DYNASTY (1 CPE CREDIT)

Finance Director's Summit
  • How to transition into a ‘Personal CFO’ role
  • How to create a financially transferrable business
Molly Grubb, Founder, Grubb Wealth Management
Jul 2512:30
Conference pass

Adoption of the new FASB revenue recognition standards

Bookkeeping, Cashflow & Payroll
  • How to incorporate the new FASB standards into existing bookkeeping procedures
  • Ensure company information systems are ready for the adoption and understand how to change processes to reflect the new model
Mark Dauberman, CPA, Mark Dauberman Seminars
Jul 2512:30
Conference pass

TAX LAW 101 (1 CPE CREDIT)

Tax Management
Part 1: Asset Protection Planning 101
  • Practical aspects of making your client judgment-proof
  • Strategies and solutions to protect common assets such as houses, bank and brokerage accounts, businesses, professional practices and retirement plans
Part 2:IRS Collections 101
  • Learn about the IRS's new passport revocation program along with all the other collection tools in their arsenal
  • Some of the various collection alternatives available to taxpayers to resolve their tax debts
Jacob Stein, International Tax Lawyer, Aliant Law
Lydia Turanchik, Principal, Mather Law Corp
Jul 2512:30
Conference pass

INVESTMENT THEMES (1 CPE CREDIT)

Wealth Management
Part 1: Wealth management in today's tax planning practice
  • How to create value for clients who traditionally see CPAs as tax planners
  • Utilizing comprehensive wealth management to uniquely position and differentiate your tax planning practice
  • The TEAM based model and how it translates to increased revenues and client retention with today's demands on CPAs
Part 2: Long term themes for investment
  • How to invest in opportunities for a better tomorrow
  • Evaluating opportunities including population growth, urbanization and aging
Ara Kachadourian, Financial Advisor, NPB Financial Group LLC
Joseph Schirripa, Private Wealth Advisor, UBS Financial Services Inc
Jul 2512:30
Conference pass

SMALL FIRMS & STARTUPS (1 CPE CREDIT)

Practice Management
Part 1: Thinking like a start-up
  • Employ a long-range view of opportunities in business transformation and innovation
  • Be creative with the hiring, and deployment of key talent in order to build a thriving startup mentality in your practice
Part 2: Principles of change management in an SME accounting firm
  • Learn how to manage the transition from compliance to advisory services cleanly and efficiently
  • Enhance your employee base with a commitment to learning and development for maximum adaptability
Kenji Kuramoto, CEO, Acuity
Mari-Anne Kehler, Chief Marketing & Strategy Officer, Green Hasson Janks
Jul 2513:00
Conference pass

When to initiate and expand your in-house marketing team

Bookkeeping, Cashflow & Payroll
  • Signs and symptoms of when to hire an in-house marketing professional
  • How to expand your marketing team
  • How to go virtual
Myra Miller, Vice President of Marketing, Capincrouse
Jul 2513:30
Conference pass

TECH INNOVATION SHOWCASE (1 CPE CREDIT)

Technology Theater
Attendees will hear from some of the most innovative, forward-thinking solution providers in accounting & finance technology, in a series of quick-fire product demonstrations and pitches.
  • 1pm - Canopy
  • 1.20pm - Entigrity
  • 1.40pm - FloQast
Kelly Kay, Sales Executive, Canopy
Jul 2513:30
Conference pass

CFO CAREER PLANNING (1 CPE CREDIT)

Finance Director's Summit
Part 1: The road to the top - tips for becoming CFO in your firm
  • Developing crucial skills for business strategy beyond day-to-day accounting processes
  • Learning how to position your expertise and relationships within your organization to trace a route to the top
Tom Barry, Managing Partner, Green Hasson Janks
Bharti Sattar, CFO, FuseFX
Jul 2513:30
Conference pass

PAYROLL PRACTICES (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Payroll internal controls & best practices
  • Understanding what internal controls internal controls are and their purpose
  • How to relate the distinct types of internal controls and what roles payroll staff and management play in their implementation
Part 2: Payroll software: compare & contrast
  • Compare the most innovative payroll platforms and determine their eligibility for your current workforce
  • Participate in interactive demonstrations of tomorrow’s HR and payroll software
Lura Woodley, Payroll Director, Armed Forces Services Corporation
Karina Gharibian, CPA MBT CFE, KMG Accounting & Consulting
Jul 2513:30
Conference pass

CALIFORNIA SALES TAX AUDITS (1 CPE CREDIT)

Tax Management
  • A look at the different views onpre-audit planning and preparation
  • Demystifying the audit management process
  • Preparing for an OTA hearing
Joseph Broyles, Tax Attorney, The Law Offices of Joseph A. Broyles
Todd Gilman, Taxpayer's right Advocate, California Department Of Tax And Fee Administration
Jim Fier, Partner, Downey Smith & Fier
Jul 2513:30
Conference pass

INVESTMENT PLANNING (1 CPE CREDIT)

Wealth Management
Part 1: Retirement planning for individuals and businesses
  • Diversify your clients’ plans to optimize their tax bills and retirement withdrawals
  • Identify the crucial differences between employed and self-employed retirement plans
Part 2:Get ready for future changes to estate planning
  • Hear relevant examples of how to stay compliant with forthcoming changes to estate laws
  • Ensure your practice is prepared for changes such as the new regulations around Section 2704
Helen Seestadt, Financial Services Representative, Arthur J Gallagher Risk Management Services Inc
Craig Smalley, CEO, CWSEAPA Accounting & Financial Services
Jul 2513:30
Conference pass

ACCOUNTABILITY IN ACCOUNTING - HOW CPAS CAN POWER PROSPERITY FOR ALL (1 CPE CREDIT)

Practice Management
  • Hear how Caleb used his accounting skills to help a ministry alleviating poverty in Haiti
  • How understanding changes in technology will eliminate the mundane tasks we do - enabling us to adapt to recent changes and stay ahead of the curve
  • Align your business with your skills to give back to the local and global community
Caleb Jenkins, Leader of Cloud Services, RLJ Financial Services
Jul 2514:30
Conference pass

TRANSFORMATION IN THE CLOUD (1 CPE CREDIT)

Technology Theater
  • Evaluate and explore cloud-based professional tax software
  • Identify efficiencies and advantages of working online
Kevin Reinard, Senior Product Specialist, Intuit
Jul 2514:30
Conference pass

BUSINESS GROWTH FOR FINANCE DIRECTORS (1 CPE CREDIT)

Finance Director's Summit
Part 1: How to grow a million-dollar firm
  • 4 comprehensive strategies and best practices to grow a dream business
  • How to generate an abundance of revenue, profit, and value for a future buyer
Part 2:Winning new business: tried-and-tested techniques
  • Take on an added-value role within your firm by identifying new opportunities and challenging internal processes
  • Create time for new business planning by automating reporting and other tech hacks for redistributing your role
Julie Gordon White, CEO, The WELL for Women Entrepreneurs
Karine Philippon, Partner, Mazars USA LLP
Jul 2514:30
Conference pass

CLOSING PROCESSES (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Building a team of month-end masters
  • How to hire, inspire, and retain a multi-generational workforce that can effectively work together in a modern accounting team
  • Best practices for designing processes that align disparate teams and data for improving the monthly close process
  • How to leverage new technology and tools to streamline your month end close
Part 2: Best practices to improve your fiscal closing process
  • Defining the fiscal closing process flow and pinpointing KPIs
  • Identify bottlenecks within and improve the fiscal closing process
  • Develop a fiscal close scorecard and defining a benchmark approach
Blake Oliver, Sr. Product Marketing Manager, FloQast
Christine Doxey, President, Doxey Inc
Jul 2514:30
Conference pass

Unclaimed property audits (1 CPE CREDIT)

Tax Management
  • How to adequately address your state statutory UP reporting requirements
  • How to avoid material misstated financial statements by recognizing UP under GAAP and SEC reports
Matthew Chenowth, Senior Partner, True Partners Consulting
Jul 2514:30
Conference pass

FOCUS ON CRYPTO (TOTAL: 1 CPE CREDIT)

Wealth Management
Part 1 When Crypto meets Wall Street - Making sense of Cryptocurrencies
  • Understanding the investment case for cryptocurrencies
  • Learn how to invest directly and indirectly in cryptocurrencies
  • Identifying tax traps and tricks of cryptocurrencies
Part 2 Demystifying Virtual Currency and Its Tax Treatment
  • A brief overview of virtual currencies and their real world uses
  • A look at income tax treatment of virtual currency, amd IRS notice 2014-21
  • Tracking the use of virtual currency and IRS enforcement measures
Tom Prieto, Corporate Facilitator/ Professional Instructor, Tom Prieto Inc
Stephen Turanchik, Attorney, Paul Hastings
Jul 2514:30
Conference pass

Valuing your firm and important variables to consider

Practice Management
  • Identifying the optimum multiple and predicting the correlating trends in the marketplace
  • Maximize the value of your firm through an understanding of typical valuation terms
Mark Basinski, Partner, Transition Advisors
Jul 2515:00
Conference pass

Get paid what you’re worth: How to raise your fees without losing clients

Practice Management
  • 5 pricing pitfalls that will cripple your bottom line
  • How to double your rates by charging for value instead of time
  • 3 simple steps to attract premium clients to your practice
Loren Fogelman, Business Success Coach, Business Success Solution
Jul 2515:30
Conference pass

BLOCKCHAIN FOR ACCOUNTING (1 CPE CREDIT)

Technology Theater
  • Learn how blockchain can radically reshape bookkeeping and auditing
  • Gauge the viability of introducing blockchain-based accounting to your clients and plan for the potential difficulty of implementation
Moderator: Gregory Lafollette, Strategy Advisor, CPA.com
Mark Li, Senior Manager Consultancy and Assurance Tech, BPM LLP
Ron Quaranta, Chairman, Wall Street Blockchain Alliance
Danetha Doe, Founder, Money and Mimosas
Brett Shear, Strategic Director, Balanc3
Jul 2515:30
Conference pass

DETERMINING THE OUTCOMES OF A VALUE ENGAGEMENT (1 CPE CREDIT)

Finance Director's Summit
  • Give your clients the ability to do what they can't currently do, but would want to if they only knew it was possible
  • A lesson in communication principles - intent, behaviour & impact
  • A lesson in relevance- becoming a Leader and not a Follower
Peter Cullen, Managing Member, CORE PERFORMANCE
Jul 2515:30
Conference pass

3 Tech Proof Pricing Strategies for Your Bookkeeping & Accounting Firm (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
  • Understanding the efficiency conundrum and its impact on traditional pricing models
  • How to use price to incentivize client behavior, while achieving the firm's strategic objectives
  • Understand 3 proven pricing strategies and their implementation plans to help price your services in a tech enabled firm
Damien Greathead, Vice President Of Business Development, North America, Receipt Bank
Session led by: receipt-bank
Jul 2515:30
Conference pass

TAX RISKS & ISSUES (1 CPE CREDIT)

Tax Management
Part 1: International tax issues affecting small and medium size business and individuals
  • Tax compliance for expatriates and the FATCA requirements
  • Best practices for conducting business overseas
Part 2:Identifying risks in auditing for non-profits
  • Audit efficiently by ensuring internal control and compliance
  • Learn how to look out for and solve fraud issues internally and externally
  • Determine the level of risk in the non-profit sector
Mark Kawauchi, Audit Principal, Green Hasson Janks
Ivan Sotomayor, Managing Director, Sotomayor And Associates
Jul 2515:30
Conference pass

BLOCKCHAIN & CRYPTO AND YOUR PRACTICE (1 CPE CREDIT)

Wealth Management
Part 1: How Blockchain and Artificial Intelligence will further commoditize core services and what to do about It
  • A brief analysis of the problem of commoditized core services
  • The perilous impact of these emerging technologies on commoditized core services
  • Surviving and flourishing through strategies that effectively decommoditize a small CPA practice
Part 2: Cryptocurrency 101
  • How to explain it to your clients
  • notable risks
  • practical tips that don’t require a PhD in cryptography
Matthew May, COO/Founder, Acuity
Vic Clement, Financial Advisor, Barnett Associates
Jul 2515:30
Conference pass

RECRUITING & RETAINING MILLENNIALS (1 CPE CREDIT)

Practice Management
  • Build an open, innovative firm of the future with a tech-savvy and upwardly mobile workforce
  • Learn how benefits, culture and workflow can attract and retain the right sort of millennial
Jeremy Dillard, Partner, SingerLewak
Demir Vangelov, Chief Financial Officer, Califia Farms
Gregg Ward, CEO, Gregg Ward Group
Isaiah Bailey, Management Consultant, STURDY Management Group
Jul 2516:30
Conference pass

CRYPTO-ACCOUNTING IN THE BUSINESS WORLD (1 CPE CREDIT)

Technology Theater
  • Understand how the emergence of digital assets (crypto currencies) will affect modern accounting, audit, tax and technology
  • Overcome the lack of regulations and standards around digital assets to better serve clients in this emerging sector
  • Ensure security and resolve technology issues around digital assets
Moderator: Mark Li, Senior Manager Consultancy and Assurance Tech, BPM LLP
Jasminda Brown, Director, BPM LLP
Dmitri Alexeev, CPA, Director, Corporate Tax, BPM LLP
Erik Weinapple, Tax Director, BPM LLP
Jul 2516:30
Conference pass

VIRTUAL CFO PANEL (1 CPE CREDIT)

Finance Director's Summit
  • Identify the suitability of virtual CFO services for your firm
  • How accountants can offer virtual CFO services through technology
  • Why remote workforces should embrace the cloud for maximum virtual benefit
Moderator: Jody Grunden, Co-founder & CEO, Summit CPA Group
Dan Nelson, CFO, Outside CFO
Frank Mastronuzzi, Chief Financial Officer, Punch Financial
Bruce Andersen, Principal, Bruce Andersen CPA
Jul 2516:30
Conference pass

WORKFLOW & EFFICIENCY (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Effective Time Management for CPAsPart 2: Maximizing Efficiency with Better Workflow
  • How to fall ahead instead of behind
  • Building your ecosystem with cloud applications
  • Put the internet to work for you and leave repetitive tasks to the bots
Gail Perry, Editor-In-Chief, Cpa Practice Advisor
Seth David, Nerd, Nerd Enterprises
Jul 2516:30
Conference pass

CANNABIS COMPLIANCE (1 CPE CREDIT)

Tax Management
  • Pros and cons of taking on clients in the burgeoning cannabis industry
  • The “Green rush” and how the demand in Accounting, Tax and Legal Services are affecting those inside and outside the Cannabis industry
Robert Cohen, Partner, CPA, Lodgen Lacher Golditch Sardi Saunders and Howard LLP
Ani Galyan, Tax Attorney, MillarLaw
Sanford Millar, Founder/Attorney, MillarLaw
Aaron Lachant, Partner, Nelson Hardiman
Jul 2516:30
Conference pass

FINANCIAL PLANNING STRATEGIES (1 CPE CREDIT)

Wealth Management
Part 1: Maximizing your relationship with a Financial Planner
  • How to establish the COI/referral relationship for utmost success
  • What questions to ask financial advisors when selecting them for possible partnership
  • How to identify needs in clients
Part 2:Equity Joint Ventures: Structuring Capital Contribution, Waterfall and Other Payment Provisions
  • What are the key considerations for negotiating capital contribution provisions in JV agreements?
  • What are the different types of waterfall provisions and when should each be used?
  • Key considerations and best practices for negotiating waterfall provisions in JV agreements
  • Pitfallsto avoid when tailoring tax provisions to waterfall provisions
Afshin Beyzaee, Partner, DLA Piper LLP
Michael Kiely, Partner, DLA Piper LLP
Julia Wiss, Financial Advisor, Lumen Wealth Group
Jul 2516:30
Conference pass

MAXIMIZING MILLENNIALS IN THE WORKPLACE (1 CPE CREDIT)

Practice Management
  • Learn why Millennials (GENY) do and behave a certain way
  • Debunk the myths around Millennials
  • Discuss how to include Millennials in the workplace
Sahar Andrade, Success Coach, Sahar Consulting, LLC

Create your personal agenda –check the favourite icon

Jul 2608:00
Conference pass

A new roadmap for the progressive firm: Continuous Transformation

Keynotes
  • Technology adoption and operating as a digital firm
  • A service culture that is truly client-centric and evolved to exceed the higher expectations of the next generation of clients
  • An employee experience that differentiates the firm
  • A service mix that re-thinks and extends beyond traditional services, and positions the firm as their clients’ most trusted advisor
Scott Fleszar, Vice President Product Management, Thomson Reuters
Jul 2609:00
Conference pass

Discussing the key tax considerations of blockchain and cryptocurrency

Keynotes
  • An overview of the past and current development of the technology
  • Learning from common industry use cases
  • Understanding tax considerations across federal, multistate, and international competencies
Robert Massey, Tax Partner, Deloitte
Jul 2610:00
Conference pass

HOW ACCESS TO DATA IS TRANSFORMING ACCOUNTING FIRMS (1 CPE CREDIT)

Technology Theater
  • Understand the first, and subsequent, phases of automation in accounting
  • Identify the new service and revenue opportunities unlocked by data for accountants
  • Practical examples of how to align your team to deliver more value to your clients in an automated world
Damien Greathead, Vice President Of Business Development, North America, Receipt Bank
Jul 2610:00
Conference pass

Why CFOs should be tech evangelists

Finance Director's Summit
  • Explore how technology is enabling finance teams to increase impact on strategy and growth
  • Be an internal advocate for analytics, mobile, social and cloud tech in your firm’s journey to growth
Karine Philippon, Partner, Mazars USA LLP
Burr Dalton, CFO, Eccentex
Collin Greene, CFO, ShipHawk
Michael Placido, Chief Financial Officer, Supplyframe Inc
Jul 2610:00
Conference pass

Payroll as a plus: how to add HR and payroll to your CPA services

Bookkeeping, Cashflow & Payroll
  • Analyze the viability of adding payroll through factors including operational costs and potential markets
  • Add value to clients by improving cashflow, compliance and workflow
  • Use cloud payroll solutions to monitor regulatory change and guarantee data security for clients
Jennifer Mccabe, Partner, Armanino LLP
Jul 2610:00
Conference pass

Stay indispensable: add integrated tax and financial services to your client offering

Tax Management
  • Becoming the trusted advisor for your clients: creating and cultivating the right relationships
  • How tax planners are uniquely positioned to move into personal financial planning
Alicia White, Owner, JMA Enterprises
Jul 2610:00
Conference pass

SMALL BUSINESS MODELING (1 CPE CREDIT)

Wealth Management
Part 1: To incorporate or not – Small business advisory
  • When should small business owners decide to incorporate themselves
  • A look at the pros and cons of incorporating
  • What are some important aspects commonly over looked (deadlines for filing, profit loss depreciation, consulting an attorney
Part 2: How to choose the best legal model for your small business
  • Setting a standard for your small business and choosing the best model
  • Choosing whether sole proprietorship or incorporation is right for you
Cesar Nespral, Owner, Nespral And Associates
Vanessa Tagre, Owner, Tagre & Associates
Jul 2610:00
Conference pass

THE FUTURE OF THE PROFESSION (1 CPE CREDIT)

Practice Management
  • Where is the CPA profession headed and how will the firm of the future be organized?
  • Who will deliver future services and how? What skills will be necessary?
  • What will the impact of technology be?
  • How will the Firm of the Future market itself and who will do it
David Cieslak, Chief Cloud Officer, RKL eSolutions
Kip Dellinger, Senior Tax Partner, Cooper, Moss, Resnick, Klein & Co
Erin Daiber, CEO, Erin Daiber Coaching & Consulting
Mark Dauberman, CPA, Mark Dauberman Seminars
Summer Taylor, Managing Director, Audit, Deloitte
Jul 2611:00
Conference pass

CYBERSECURITY (1 CPE CREDIT)

Technology Theater
Part 1: Address cybersecurity vulnerability to protect your clients, your firm and yourself
  • Understand how social engineering and phishing may be the biggest cybersecurity threats out there
  • Learn strategies to keep these scams from harming your clients, your firm and you
Part 2: Cyber Risk - What it means to accounting firms
  • What are the cost associated with a data breach and what are a company’s first-party legal responsibilities post breach?
  • What are a company’s exposures to cyber risk and what are the cost associated with breach recovery?
Deborah Rood, Risk Control Consulting Director, Cna Insurance
Michael Grant, Cybersecurity Principal, Marsh & McLennan Agency
Jul 2611:00
Conference pass

BUSINESS ANALYTICS (1 CPE CREDIT)

Finance Director's Summit
Part 1: Quantifying Success: non-traditional financial metrics to efficiently evaluate various facets of a small-medium sized business
  • Cashflow Management: communicating timeline to stakeholders
  • Budgeting and Forecasting: a closer look at break-even
  • Performance Appraisal: measuring an employee's financial impact on an organization
Part 2: How to develop spectacular reporting to include key performance indicators (“KPIs”) for driving your business to the next level
  • What are the major ratio groups and why be interested in them
  • Can you define what your business is, so you can properly build KPIs for it
  • What is your “secret sauce”, so you can develop reporting around it
  • What tools can you use for doing your spectacular reporting
Bruce Andersen, Principal, Bruce Andersen CPA
Susan Kornesczuk, CFO, Skunk Partners
Jul 2611:00
Conference pass

DOCUMENT AND INFORMATION MANAGEMENT (1CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: How to implement the new revenue standard: A quick start guide
  • How to incorporate the new FASB standards into existing bookkeeping procedures
  • Ensure company information systems are ready for the adoption and understand how to change processes
Part 2: Financial statement fraud by publicly traded companies
  • A look at some common fraud schemes and how to spot them
  • What are the most useful analytical procedures
  • How to read footnotes and conference call transcripts carefully
Summer Taylor, Managing Director, Audit, Deloitte
Keith Mautner, Forensic Accountant, FAILSAFE CPA
Jul 2611:00
Conference pass

TAX SYSTEMS (1 CPE CREDIT)

Tax Management
Part 1: The Tax System of the future
  • Get ahead on how technology will continue to change tax compliance, perhaps to just-in-time tax systems
  • Prepare for possible federal and state tax changes based on economic, societal, environmental and technological trends, as well as to address tax policy and budget issues
Part 2:Avoiding malpractice in tax engagements
  • How to identify topics related to allegations of malpractice
  • Recognize relevant ethical standards
  • Determining appropriate loss prevention procedures
Annette Nellen, Professor, San Jose State University
Kip Dellinger, Senior Tax Partner, Cooper, Moss, Resnick, Klein & Co
Jul 2611:00
Conference pass

EXIT PLANNING (1 CPE CREDIT)

Wealth Management
Part 1: The sale of a practice
  • How to exit your practice with a lump sum payout or future cash payment stream
  • How do you find a buyer
  • How accurate is the rule of thumb for the sale of accounting firms of 1.1 times revenue
Part 2: Happy trails to you: The keys to successful exit planning
  • What does the succession cycle look like and an overview of exit planning facts
  • Some of the key questions for an exiting owner and what is the motivation for an exit
  • The 3 types of buyers and key questions to ask the new owner
John Misuraca, Partner, Avalon Advisors
Kevin Yeanoplos, Director, Brueggeman and Johnson Yeanoplos
Jul 2611:00
Conference pass

Leading a firm of the future

Practice Management
  • Explore common challenges facing the profession in a time of rapid change &understand the risks
  • Identify ways to use your Firm of the Future model to aid in succession planning, employee engagement & retention
  • Understand your role as a leader in the firm during a transition and build skills to help you navigate change while continuing to drive results
Erin Daiber, CEO, Erin Daiber Coaching & Consulting
Jul 2612:00
Conference pass

NETWORKING BREAK & CPE WALKING TOUR

Technology Theater
Take a break from the sessions to wander the booths.If you'd like to join the CPE Walking Tour (worth 1 CPE credit), meet at the CPA Practice Advisor booth for a tour of the event's technology providers.The Walking Tour lasts for 1 hour.
Jul 2612:30
Conference pass

Best practices for going 100% digital as a firm (1 CPE CREDIT)

Technology Theater
  • How project management can be executed digitally
  • Addressing digital security concerns
  • How to best communicate effectively with a digitally driven infrastructure
Shauna Wekherlien, Owner, Tax Goddess
Jul 2612:30
Conference pass

Ins and outs of recasting financial statements

Finance Director's Summit
  • Recasting versus restating financial statements
  • Determine business value and acquisition price through financial statements recasting (normalization)
  • Learn how tax optimized earnings can lead to gross undervaluation and how inaccurate recasting can lead to overvaluation
Bernhard Punzet, Interim Chief Financial Officer, Shareability
Jul 2612:30
Conference pass

BOOKKEEPING DEVELOPMENT (1 CPE CEDIT)

Bookkeeping, Cashflow & Payroll
Part 1:Be the Expert your Client needs – through Synergy
  • Service limitations in the industry and how to blast past them
  • Implementing the latest models to increase efficiency through all levels of collaboration in service
  • How the exchange of ideas between firms and sole practitioners can attract and retain clientele
Part 2: Build a bold, big & bad™ brand for your business
  • A look at the anatomy of a solid business brand
  • What is the difference between branding and marketing
  • Top social media platforms for branding
Vaneese Johnson, Founder, The Boldness Coach
Jennifer Scherrman, Assurance Manager, Dillwood Burkel & Millar
Jul 2612:30
Conference pass

PANEL Uncovering illicit financial activity (1 CPE CREDIT)

Tax Management
  • Examining financial statements for fraudulent activity
  • How to profile fraud and prepare for risk assessments
  • CFE practices in the age of big data for accounting
Joseph Emanuele, Principal, Emanuele Forensic and Valuation Services
Keith Mautner, Forensic Accountant, FAILSAFE CPA
Ed Mofrad, CPA, Mofrad Financial Solutions
Jul 2612:30
Conference pass

Valuing income available for support in divorce and family proceedings (1 CPE CREDIT)

Wealth Management
  • What are the issues involved in support proceedings
  • Gain an understanding of the accountability issues surrounding support
  • Understand how home equity might be accounted for
Maya Shulman, Principal, Shulman Family Law Group
Jul 2612:30
Conference pass

The 5-step process to transform your practice: Shifting from tax preparer to personal CFO (1 CPE CREDIT)

Practice Management
  • A look at the 5-Step process, broken down
  • How you can deliver value to your clients
  • How to define the role of personal CFO
Anthony Glomski, Principal, AG Asset Advisory
Jul 2613:00
Conference pass

Cost management for CFOs: reduce spend without reducing growth

Finance Director's Summit
  • Assign accountability at the appropriate levels and ensure company-wide buy-in for cost management strategies
  • Track successful cost reduction by analyzing both internal and external benchmarks
Nick Morganti, Controller, Abena North America
Jul 2613:30
Conference pass

Blockchain: Accounting tech of the future

Technology Theater
  • Understand what blockchain and AI mean for accounting careers, opportunities, and education
  • Harness blockchain technology to add more value to clients and organizations
  • Evaluate how blockchain makes real-time and stakeholder reporting not just a possibility, but a reality
Danetha Doe, Founder, Money and Mimosas
Jul 2613:30
Conference pass

START UPS (1 CPE CREDIT)

Finance Director's Summit
Part 1: Building your startup's business model
  • What are the methods for breaking down any company's economics to learn how to help the founding team create a long-lasting, sustainable business
  • Learn how to work with your clients to walk them through their unit and user economics, understand their customer acquisition funnel, Key Performance Indicators (KPIs), pricing models, cost structure, and learn how to structure a forward looking pro-forma
Part 2: Not your average workday: trials and tribulations of a start-up CFO
  • How the unique pressures and pain points of a young start-up can help shape a new CFO’s career development
  • Devise a 5-year plan for your start-up’s finances – leveraging technology, your team and your tenacity
Dan Nelson, CFO, Outside CFO
Marisol Felix, Director of Finance, Girls Inc of Orange County
Jul 2613:30
Conference pass

Profitability consulting for a medical practice

Bookkeeping, Cashflow & Payroll
  • How to consult and account for those in the medicine business
  • A look at some of typical methods of profit leaking; from billings, to human resources
Marc Lion, Partner, Mazars USA LLP
Jul 2613:30
Conference pass

AUDITING AND TAX CREDIT (1 CPE CREDIT)

Tax Management
Part 1: Enhancing the quality of your auditing process
  • Why external auditors have come under fire from standard setters and regulatory agencies
  • How to increase the credibility of audited financial statements as well as client integrity
Part 2: Everything you need to know about Research and Development tax credits
  • A look at the basic overview and federal and state tax benefits
  • How to qualify and quantify the credits
  • What are the impacts of payroll tax credit
Jeremy Dillard, Partner, SingerLewak
Peter Soh, Owner, Advise LLP
Jul 2613:30
Conference pass

TRUST BENEFICIARIES

Wealth Management
Part 1: U.S. Beneficiaries of Foreign trusts
  • Choosing between domestic or foreign trusts
  • A look at the differences between foreign Grantor and Non-grantor trusts
  • What are some of the reporting requirements
Part 2: California Income Taxation of Trusts, Estates and Beneficiaries
  • Why the source of income, residence of the fiduciaries and/or beneficiaries whose interest in the trust is non-contingent (i.e., vested) is relevant
  • How the residence of the settlor, and the law governing the administration, of a trust is irrelevant, but the residence of a decedent at the time of death is relevant for purposes of taxing the income of his or her estate
  • The accumulated income of an estate may be taxed differently by California from the accumulated income of a so-called “administrative trust"
Richard Kinyon, Partner, Shartsis Friese Llp
Thomas Giordano-Lascari, Counsel, Karlin Peebles
Maria-Soledad Otero, Associates, Karlin Peebles
Jul 2613:30
Conference pass

FIRM GROWTH (1 CPE CREDIT)

Practice Management
Part 1:How to Grow a Firm & a Family: Insights on the Intersection of Clients and Kids
  • How to establish internal control of your firm, maximize profits and keep your employees engaged
  • How to balance work/life schedules when running a firm
Part 2:Maximizing the value of your most important asset, your CPA firm
  • Ensure proper timing, structure and implement strategies that CPA firms and partners must consider as their careers progress
  • How to assure your firms culture, partner personalities and opportunities can produce a “harmonious marriage” during the process of a merger and/or acquisition.
Issam Aljaber, CPA, Aljaber Cpa
Emily Verdonk, Principal, Morris Verdonk
Jul 2614:00
Conference pass

eCommerce accounting: what you need to know

Bookkeeping, Cashflow & Payroll
  • What is economic nexus for state sales and income tax and important states to watch
  • Understand the complexities around sales tax regulations for eCommerce businesses
  • Best practices for identifying filing requirements and recommendations for the modern eCommerce accountant
Frances Ellington, Senior Tax Manager, Green Hasson Janks
Jul 2614:30
Conference pass

CLOUD IMPLEMENATION (1 CPE CREDIT)

Technology Theater
Part 1: Excel in the cloud
  • The future of excel in the cloud world
  • How excel use has evolved in the past
  • Leader or laggard – how will you and your firm keep up?
Part 2: Managing a Business in the Cloud
  • Password management and Single Sign-On Solutions
  • What are the various kinds of application and data integration options and approaches
  • Provisioning and Deprovisioning of user accounts across multiple applications
Jelena Arkula, Owner and President, Books La
Jim Colville, CPA, Jim Colville, CPA
Jul 2614:30
Conference pass

TEAM BUILDING/RECRUITMENT (1 CPE CREDIT)

Finance Director's Summit
Part 1: Recruiting right: techniques for finance directors to build their teams
  • Identify the strengths and gaps in your current finance team to inform your recruitment strategy
  • Futureproof your team with an understanding of the multidisciplinary skillsets needed on future finance teams
Part 2: Lead and be led: building a winning team
  • Collaborate with team members to establish company-wide goals and objectives
  • Create an autonomous environment to encourage team members to grow
Kathleen Ruiz, CFO, Marymount California University
Nikki Winston, Owner, The Winston Accounting Group
Jul 2614:30
Conference pass

CANNABIS BOOKKEEPING (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
Part 1: Niching in the Cannabis Industry – “Know your Customer
  • How to take advantage of the premiums that the industry has to offer from a bookkeeping perspective
  • What are key considerations when niching in the cannabis industry, such as the 280E limitations and limited banking options
  • How to deal with clients ranging from the savvy investor or business professional, to the off-the-grid, Black Market producer
Part 2: Bring your 'A' game to cannabis client’s books
  • Why you should care what your client gives you and how to educate them for success
  • Identifying expenses as they relate to COGS to support a tax position based on the law
Katye Maxson- Landis, Owner, Moxy Accounting & PDX Bookkeeping
Justin Botillier, Managing Partner, Rogue Tax Professionals
Jul 2614:30
Conference pass

PANEL: Cannabis Legalization: What's happening? What's next? (1 CPE CREDIT)

Tax Management
  • A discussion with the state's leading cannabis business and regulatory attorneys regarding state and local regulatory implementation and the intersection with commercial cannabis business structures, transactions, and taxation
Nicole Howell Neubert, Founding Partner, Clark Neubert LLP
Jay Purcell, Senior Associate, Clark Neubert LLP
Ariel Clark, Founding Partner, Clark Neubert LLP
Jul 2614:30
Conference pass

The Coinflow Cycle: Issue, Redemption, and Reuse of ICO Utility Tokens

Wealth Management
  • GAAP centric treatment of proceeds from the issue of a utility tokens in an initial coin offering
  • Income and expense issues relating to token redemption and non-redemption by users of the token
  • Maximizing revenue from the tokens by reissuing them subsequent to redemption
Jason Tyra, Principal, Jason Tyra CPA
Jul 2614:30
Conference pass

Managing risk with background screening

Practice Management
  • Why employment background screening is essential
  • Navigating a complex legal landscape
  • Best practices in screening
Larry Scherzer, President, Scherzer International
Jul 2615:00
Conference pass

FORENSICS IN WEALTH MANAGEMENT (1 CPE CREDIT)

Wealth Management
Part 1: Forensic accountancy for risk management
  • How CFEs and CFFs can manage risk during mergers, acquisitions and venture capital investments
  • Utilizing a fraud risk assessment to examine aspects of your business that may be susceptible
Part 2: Who or what are marital dissolution forensic accountants
  • Who needs forensics in their divorces and when
  • What is the scope of services typically performed by forensics
  • What does a high net worth dissolution team look like
  • Where does the clients’ regular CPA fit in or not
Joseph Emanuele, Principal, Emanuele Forensic and Valuation Services
David Swan, Partner, Gursey Schneider
Jul 2615:00
Conference pass

Beyond Compliance: Adding advisory services to your practice

Practice Management
Sandi Leyva, President, Accountant's Accelerator
Jul 2615:30
Conference pass

METRC – California Cannabis Track & Trace System (1 CPE CREDIT)

Technology Theater
  • What is METRC
  • A brief on how each vertical will use METRC
  • Computerized compliance with METRC - what does each level mean
Bruce Andersen, Principal, Bruce Andersen CPA
Thomas Andersen, Co-Founder, California Business Developers
Jul 2615:30
Conference pass

The women’s code presents: The ROI of leadership balance and financial performance

Finance Director's Summit
  • How to rebalance office culture, developing strength-based leadership, and mapping out gender-neutral career paths
  • Identifying how to take the first step that you can take immediately that will transform employee engagement and improve your overall financial performance
Beate Chelette, CEO, Chelette Enterprises
Jul 2615:30
Conference pass

5 Secrets to launching or growing a successful cannabis accounting/bookkeeping practice

Bookkeeping, Cashflow & Payroll
  • How to find, connect, and land Cannabis clients
  • How to work on your own terms: When, Where, and How
  • How to provide World Class Service and Get paid what you are Worth
Naomi Granger, Founder, DopeCFO
Andrew Hunzicker, Co-Founder, DopeCFO
Jul 2615:30
Conference pass

INTERNATIONAL TAX (1 CPE CREDIT)

Tax Management
Part 1: Spotting Tricky International Personal Tax Issues for your Individual and Corporate Clients
  • What are some of the basics of FATCA and FBAR reporting and common pitfalls
  • Sourcing of long-term compensation, understanding income may remain taxable after an individual has left the US
  • Individual Tax Treaty exemptions – When states do not follow Federal treaty exemption, some tax authorities require employer compliance even when the individual is treaty exempt
Part 2: Managing tax for multinational clients and understanding VAT
  • What is VAT and when is VAT registration required for a North American company
  • Track the impact of potential tax reforms on North American/ Euro transactions and when are VAT refunds possible for American companies
Marlene Zobayan, Global Stock Plan Expert, Rutlen Associates
Daniela Treptow, Market and International Communications Analyst, Euro Vat Refund Inc
Jul 2615:30
Conference pass

PROFITABILITY (1 CPE CREDIT)

Practice Management
Part 1: Moving your firm from the hourly billable model to the subscription model
  • What are the steps to transition and (The automatic customer)
  • How to implement subscriptions, packages, and add-ons to create recurring revenue
Part 2: The future of the value-added CPA firm: Insourced/Outsourced accounting services
  • How CPA firms are uniquely positioned to offer insourced/outsourced accounting services to their clients
  • How CPA firms can strengthen relationships with clients, provide greater insight to their clients, add value and smooth out seasonality concerns
  • How to attract and retain key talent through increased exposure to diverse industries, software, and businesses by providing opportunities for personal growth and professional development
Andrew Compton, President/CEO, Prime Accounting Solutions Llc
Shirley Wiliani, President, A La Carte Solutions
Jul 2616:00
Conference pass

Emerging Markets: Social Media & Cryptocurrency

Finance Director's Summit
  • Navigating a new industry in social media, (business models, obstacles and challenges)
  • Introduction to a disruptive market with Cryptocurrencies and the forseen impact on the Accounting industry
Jason Sparschu, Co-Founder & CFO, Crypto Media Group
Jul 2616:00
Conference pass

How to avoid wage and hour litigation in California

Bookkeeping, Cashflow & Payroll
  • A look at the wage and hour employer/employee landscape in California
  • What are typical service complaints and some potential responses
  • How to best comply with California minimum wage, overtime, and exemption requirements
Kathryn Mcguigan, Principal, Morgan, Lewis & Bockius
Jul 2616:00
Conference pass

ESOPs as a professional succession strategy

Wealth Management
  • A plan that allows shareholders to sell their company tax free and can allow the firm to become tax-exempt
  • Simultaneously motivating employees to stay and grow their company
Kyle Coltman, The Menke Group
Jul 2616:30
Conference pass

WORKFLOW (1 CPE CREDIT)

Technology Theater
Part 1: Workflow solutions in tech
  • Reap the benefits of cloud-based platforms for streamlined workflow and improved efficacy
  • Assess available workflow solutions for security and compliance to ensure client satisfaction
Part 2: Customer Relationship Management: Millennials and Technology
  • Competition is fierce: Learn how to establish long-term value-driven relationships with a generation that is more informed and connected than the previous with a "want-it-not" attitude
  • Exceptional, every day and in every way: Develop creative and innovative techniques to enhance and solidify the client acceptance and continuance process to ensure continued client retention
Isaiah Bailey, Management Consultant, STURDY Management Group
Mariette Martinez, Owner, Mariette Felicie Martinez EA
Jul 2616:30
Conference pass

CUSTOMER ACQUISITION (1 CPE CREDIT)

Finance Director's Summit
Capturing new customers by Digital Media and Technology
  • As B2C models continue to evolve, sellers are facing tough competition and are forced to look at new lead sources
  • With global pressure on the traditional local distribution models, companies are facing stiff internal competition in orders. I will cover successful strategies and real situations where minor marketing spending shifts have yielded significant results
Michael Zatulov, Vice President of Finance, Elite Interactive Solutions
Jul 2616:30
Conference pass

One of these things is not like the other: Why 1094/1095 forms do not fit in payroll (1 CPE CREDIT)

Bookkeeping, Cashflow & Payroll
  • What are the continued employee mandate requirements of the IRS
  • A look at some of the requirements for a 6056/6055 filing
  • What are some of the penalties for non- compliance
Kristin Kahle, CEO and Founder, NavigateHCR
Jul 2616:30
Conference pass

TAX COLLECTION MATTERS (1 CPE CREDIT)

Tax Management
Part 1: Internal Revenue Service Payroll Tax Collection
  • Business Entities & Collection
  • Internal Revenue Code 6672 Failure to collect and pay over tax, or attempt to evade or defeat tax and personal liability
  • Payroll Tax Debt Resolution Options
Part 2: The unbelievable new tax strategy
  • Learn why Puerto Rico has become a new tax home for wealthy individuals and business owners who are looking for a legal way to maintain their U.S citizenship and still lower their tax bill
  • Basic knowledge of tax incentives available in Puerto Rico and understand the requirements for Act 20
Martha De La Chaussee, Owner, Advocate Tax Group
Dave Hall, Managing Partner, BDH Global Advisors
Jul 2616:30
Conference pass

PANEL: Succession planning for your practice (1 CPE CREDIT)

Practice Management
  • How to codify your corporate structure in order to ensure compliance continuity
  • Develop and nurture future leaders and instill them with a lasting corporate vision
  • Explore various buyer options with future revenue in mind
Mark Dauberman, CPA, Mark Dauberman Seminars
Kevin Yeanoplos, Director, Brueggeman and Johnson Yeanoplos
last published: 18/Jul/18 20:35 GMT
 

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