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Business & Industry Fall Conference (Live Streaming Webcast)

8:00 am–1:30 pm ET

# of CPE Credits

21

Description

 In the business world, the biggest constant is change. This conference covers a myriad of topics aimed to comprehensively address the trends and solutions accounting professionals need to position their organizations for future success.

Objective

The participants will be able to discuss various issues that impact CPAs in industry.

Highlights

* Rebuilding Trust in Your Organization & The Impact of Remote Work on Culture * Supply Chain, Economy & Tech Trends Impacting Your Company * Economic Updates - State and National * Memorable Business Presentations & How to Communicate with Everyone Who Isn't You * Bonus - Industry and NCACPA CEO & Chair Roundtable *

Who Should Attend

CPAs who work in business or industry

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

John Loyack ( Economic Development Partnership North Carolina, Raleigh, NC ), Mr. Jose Ramon Rodriguez, CPA ( Winston-Salem, NC ), Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Nicole Andrews, MBA, MHRD ( Nicole Andrews International, LLC, Anderson, SC ), Mr. Jeremy Paul Colombik, CPA ( Management Services International, Raleigh, NC ), Ms. Aprille Bell, CPA ( FORVIS, LLP, Winston-Salem, NC ), Javier Young ( CLA Charlotte, Charlotte, NC ), David Cieslak, CPA, CITP, CGMA, GSEC ( RKL eSolutions, LLC, Lancaster, PA ), Mark Vitner, Speaker ( Wells Fargo, Charlotte, NC ), Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ), Mr. Tom Hood, III, CPA,CITP, CGMA ( Business Learning Institute, Towson, MD ), Jeanie Chang, LMFT, CMHIMP, CCTP ( Your Change Provider, PLLC, Cary, NC ), Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ), Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ), David Randall Peters, CPA ( Peters Tax Preparation & Consulting, Richmond, VA ), Ms. Denise Ryan, MBA, CSP ( FireStar Speaking, Raleigh, NC ), Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ), Dr. Gary Kohut, PhD ( UNC Charlotte-The Belk College of Business, Charlotte, NC ), Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ), Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Ms. Holly Sullenger, PhD ( Cary, NC ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

Test Your System
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CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.


Sessions

Monday, September 12, 2022 (8:00 am–9:15 am ET)

General #1: Economic Update
Mark Vitner, Speaker ( Wells Fargo, Charlotte, NC ),

The recovery from the COVID-pandemic recession has entered a rough patch, as higher inflation has forced the Federal Reserve to more forcefully withdraw the stimulus it put in place to insulate the economy from the pandemic. Inflation has soared to its highest level in more than 40 years and interest rates have risen abruptly. Profits margins are getting squeezed as costs are rising rapidly and supply shortages lead to precautionary inventory building. Mark Vitner will draw on his nearly 40 years of experience following the economy to discuss what lies ahead for the US economy and North Carolina.

Some session highlights will include:
• Understanding terms such as “soft Landing” “rolling recession”
• Drivers of Inflation
• Outlook for interest rates and financial markets

Field of Study: Economics

Monday, September 12, 2022 (9:35 am–10:35 am ET)

1A: A&A Update
Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ),

There’s a lot going on right now in the world of accounting and attestation (A&A). It’s always been tough to keep up, but it seems the pace is quickening every day. In this update, we’ll go over the most recent and pertinent changes to the accounting and auditing world.

Field of Study: Accounting

Monday, September 12, 2022 (9:35 am–10:35 am ET)

1B: Work-Life Balance for Busy Professionals
Ms. Holly Sullenger, PhD ( Cary, NC ),

The average professional spends more time in the workplace than at home. While we all realize that staying healthy for both work and personal reasons should be a top priority, healthy activities are a challenge to fit into our already busy schedules. This seminar is packed full of tips that will help you stay healthy and happy regardless of your hectic lifestyle pace. Participants will learn about healthy food choices, how to defeat stress, the benefits of relaxation and physical activity and how to incorporate them into the workday, and much more. Attendees will leave with the ability to strike a better balance in both their personal and professional lives.

Field of Study: Personal Development

Monday, September 12, 2022 (10:45 am–12:00 pm ET)

2A: Cybersecurity Risks and Assessments
Javier Young ( CLA Charlotte, Charlotte, NC ),

Session highlights:
• Case Studies
• Incident Response, Continuity Planning
– Cyber Insurance – Benefit and Response
– Cyber Drills for Business
• People process, planning and preparation
– Social engineering, spoofing

Field of Study: Information Technology

Monday, September 12, 2022 (10:45 am–12:00 pm ET)

2B: Memorable Business Presentations Through Storytelling and Visualizations
Ms. Holly Sullenger, PhD ( Cary, NC ),

Today’s organizations collect large quantities of data on every facet of their operation in the hopes that this data will be useful for decision making and proof of action. However ,most employees do not know how to make the data tell a compelling story. This seminar provides participants with the tools they need to use data visualization to weave stories, enabling their teams and organizations to form an immediate understanding of the data, and take sound actions that are based on the data.

Field of Study: Communications

Monday, September 12, 2022 (1:00 pm–2:00 pm ET)

3A: Building an Ethical Culture
David Randall Peters, CPA ( Peters Tax Preparation & Consulting, Richmond, VA ),

There can be no doubt that one of the cornerstones of any profession is ethics. As business professionals, we talk about ethics constantly – yet incorporating ethics into our practices and everyday lives is often a difficult challenge. Using academic research, reflection exercises, and review questions, this course will attempt to give practitioners a sense of how to make the concepts of a code of ethics come alive in the workplace.

Field of Study: Behavioral Ethics

Monday, September 12, 2022 (1:00 pm–2:00 pm ET)

3B: Successfully Navigating Change
Ms. Aprille Bell, CPA ( FORVIS, LLP, Winston-Salem, NC ),

The change we’ve experienced over the past 24+ months continues to surround us today. Learning to navigate change will be critical to success going forward. During the session, we’ll discuss current changes and explore the factors key to successfully navigating change, including project management, business acumen and people.

Some of the highlights that will be discussed in this session include:
* Project management protocols
* Change success factors
* Business acumen and technical expertise

Field of Study: Accounting

Monday, September 12, 2022 (2:10 pm–3:10 pm ET)

4A: Federal Tax Update
David Randall Peters, CPA ( Peters Tax Preparation & Consulting, Richmond, VA ),

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Code series takes a look at recent changes to tax law from a practitioner perspective. We don’t just hurl code sections at you without explanation. Using examples, problems, and plain explanations, we explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straight-forward way. In this session, we will take a deep dive on the ERC and its interaction with PPP loan forgiveness. We will also compare and contrast the basis calculations for S-Corporation Shareholders and partners in a partnership. Finally, we have a refresher on depreciation rules as we get ready to move away from 100% bonus depreciation

Field of Study: Taxes

Monday, September 12, 2022 (2:10 pm–3:10 pm ET)

4B: The Future of Supply Chain
Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ),

The pandemic brought two, relatively obscure words into the forefront of our collective consciousness: Supply chain. Supply chain disruptions, shipping delays, port congestion, and product shortages continue to plague global economies and are expected to last through 2022 and possibly into 2023. However, the future of supply chain management is bright, with innovative strategies paving the way for more effective, efficient, and resilient supply chains. In this session, we will have a focused discussion on the technologies and related strategies that are changing supply chain management. Specifically, you will learn how innovative smart technologies related to Industry 4.0 such as Blockchain, internet of things (IoT), artificial intelligence (AI), supply chain mapping, digital logistics, and machine learning will have a significant and positive impact on the way global supply chains are managed today and in the future.

Field of Study: Economics

Monday, September 12, 2022 (3:30 pm–4:45 pm ET)

General #2: The Changing Role & Mandate of Finance & Accounting
Mr. Tom Hood, III, CPA,CITP, CGMA ( Business Learning Institute, Towson, MD ),

CFOs and finance professionals have been thrust into the center of attention as they are called on to help businesses ‘survive and thrive’ in these extraordinary times. The starting point is generally to address the cost effectiveness of our finance teams by using digital tools so more time can be spent on value creating activities through the use of greater analytics and become strategic partners to the business.

Whilst the focus starts with this technology the key is to then develop capability, skills and mindsets to maximize the change. In fact, 90% of CFOs say that their teams lack the skills needed for this new environment in which we find ourselves. This creates a role stretch and a growing talent-performance gap. Hear about the top trends and issues on the minds of finance leaders and how these translate into the top skills, competencies and mindsets required. You will be left with a talent game plan you can use to align with your changing business needs.

Field of Study: Business Management & Organization

Tuesday, September 13, 2022 (8:00 am–9:15 am ET)

General #3: Personal Leadership Skills
Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ),

People skills are the most significant skill that Professionals need to develop and yet are often the last skill perfected. This session will help participants understand personality types and the successful interactions with clients, peers and family. Also, participants will learn Neuro-linguistic programming and develop the ability to understand better nonverbal language which is key in communication. Participants will also learn techniques to enhance their memory and to improve the ability to recall key facts.

Field of Study: Personal Development

Tuesday, September 13, 2022 (9:35 am–10:35 am ET)

5A: The How's and Why's of Data Analytics
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own.
In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you.

Field of Study: Computer Software & Applications

Tuesday, September 13, 2022 (9:35 am–10:35 am ET)

5B: Mergers & Acquisitions: Tips, Traps and Terrors
Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ),

Welcome to a session that makes the process of M&A easy to understand and easy to implement within your organization or your clients. The course will provide an intensive overview of the M&A process. The focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

Field of Study: Business Management & Organization

Tuesday, September 13, 2022 (10:45 am–12:00 pm ET)

6A: Advanced Topics in Power Bi
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

Field of Study: Computer Software & Applications

Tuesday, September 13, 2022 (10:45 am–12:00 pm ET)

6B: How to Create a Healthy Work Culture and the Benefit to your Organization
Nicole Andrews, MBA, MHRD ( Nicole Andrews International, LLC, Anderson, SC ),

Have you ever wondered what it would take to create a company culture that people are excited to contribute to while also managing your own engagement as a leader? This may seem impossible in the age of “the great resignation,” but it is an imperative for companies in the new age of work. In this session, you’ll walk away with four keys that will help you identify areas in your company culture that are strong and growth areas that can positively enhance your existing culture.

These four keys will help you address the challenges faced by leaders managing the most diverse workforce in history across more diverse work locations than ever before. You’ll be guided through a high-level strategy and technique that you can use to move beyond the surface within your own organization to assess “real” company culture and leadership growth areas, potential causes and proposed solutions that will benefit your organization for many years to come.

• Learn the #1 challenge in retaining employees today
• Discuss the four keys to creating a healthy workplace culture at your company
• Review the biggest opportunity ahead to re-engage your workforce
• Activity – Workplace Culture Business Impact and Benefits Exercise

Field of Study: Personnel/Human Resources

Tuesday, September 13, 2022 (1:00 pm–2:00 pm ET)

7A: Windows 11 - What End Users Need to Know
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

A burning question on the minds of many is, “What features should I use in Windows 11?” Presented with end-users in mind, in this session, you will get the answer you need to that question and others, all delivered in the context of improving productivity and security.
Among other topics, you will learn about improvements in virtual desktops, changes to the user interface, customization options, and more. If you’re using Windows 11 now or plan to upgrade soon, this is a must-see session to help you make the most of your upgrade.

Field of Study: Computer Software & Applications

Tuesday, September 13, 2022 (1:00 pm–2:00 pm ET)

7B: Organizational Trust
Dr. Gary Kohut, PhD ( UNC Charlotte-The Belk College of Business, Charlotte, NC ),

The secret to any high-performing organization is trust. Employees in high-trust organizations are more productive, more energetic, more collaborative, and stay with their current company longer than those in low trust organizations. Especially now, with the uncertainty of Covid-19 and its subvariants, and the impact of remote work and the return to the workplace, organizational trust is critical to building meaningful and supportive relationships. As Stephen Covey noted, “Trust is the glue of life. It’s the most essential ingredient in effective communication. It’s the foundational principle that holds all relationships.”
In this session, you will learn how you can build trust and improve relationships, and how to exemplify the characteristics and behaviors of a trustworthy leader. By creating a workplace culture that encourages trust building, you can change your team and organization into one that can transcend any challenge.

Field of Study: Business Management & Organization

Tuesday, September 13, 2022 (2:10 pm–3:10 pm ET)

8A: Captive Insurance
Mr. Jeremy Paul Colombik, CPA ( Management Services International, Raleigh, NC ),

Captive Insurance companies are licensed insurance companies owned by a business owner(s) to insure their own risk, retain profits on their policies issued and enjoy all the benefits of owning an insurance company.

After attending this session, attendee will be able to:

• Understand benefits of Captive Insurance companies and be able to discuss with colleagues and clients
• Identify businesses who could benefit from and qualify for Captive Insurance
• Understand how Captive Insurance can insure gaps and exclusions found in other policies

Field of Study: Specialized Knowledge

Tuesday, September 13, 2022 (2:10 pm–3:10 pm ET)

8B: Has Remote Work Impacted a Company's Culture?
Dr. Gary Kohut, PhD ( UNC Charlotte-The Belk College of Business, Charlotte, NC ),

The pandemic pushed many organizations to become fully remote or use a hybrid approach. However, remote work may have one notable downside: it can impede organizations from creating and solidifying their company culture. With the pivot to virtual work, it is even more important for organizations to clarify what their culture is and intentionally manage this clarity through employee experiences. Leaders have a choice: do nothing, work to craft new ways of reinforcing the existing culture or capitalize on the shift to remote work. The best leaders do not focus on the types of workplaces they make, but rather on the types of workplace cultures they build.

In this session, you will examine the effects of remote work on workplace culture and explore best practices that will help retain or enhance your culture, whether your policy is for fully remote employees or you offer flexibility as an option.

Field of Study: Personal Development

Tuesday, September 13, 2022 (3:30 pm–4:45 pm ET)

General #4: Real Talk: An Open Discussion with Industry Leaders
Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ), Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Mr. Jose Ramon Rodriguez, CPA ( Winston-Salem, NC ),

It’s a first for our prestigious Business & Industry event!

This exciting session allows attendees to interact and engage with industry leaders in a discussion focused on the highlights and pain points shared with them during NCACPA’s firm and industry visits across the state! Whether you are attending in person or virtually, this session is a convenient place to brainstorm with like-minded individuals on solutions to the challenges we are facing today.

This is your time to raise your voice, as the moderator and leaders of this session are invested in gathering input from table teams and online attendees to pinpoint where we are getting it right and where we need to lean in.

Join this spirited, casual, open environment for a session where you get to actively participate and engage in exploring how we can best serve each other and the industry members going forward.

Field of Study: Personal Development

Wednesday, September 14, 2022 (8:00 am–9:15 am ET)

General #5: Technology Update with Inspector Gadget
David Cieslak, CPA, CITP, CGMA, GSEC ( RKL eSolutions, LLC, Lancaster, PA ),

Technology continues to evolve at an ever-increasing pace – disrupting and transforming virtually all aspects of our personal and professional lives. From AI, 5G and blockchain, to IoT, robotics and EVs, new technology is impacting and revolutionizing virtually every product and service available. Join Inspector Gadget as he explores the very latest technology trends and vendor solutions, along with cutting-edge gear and gadgets. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

Field of Study: Information Technology

Wednesday, September 14, 2022 (9:25 am–10:25 am ET)

General #6: How Does Psychological Safety Reduce Stress and Burnout?
Jeanie Chang, LMFT, CMHIMP, CCTP ( Your Change Provider, PLLC, Cary, NC ),

Presenteeism refers to the lost productivity that occurs when employees are not fully functioning in the workplace because of an illness, injury, or other condition. Jeanie will share her professional experience on this topic as it relates to mental health and the the importance of safety in our work culture.

Some session points:
* What is psychological safety
* Behavioral and mental health at work
* Cultural balance of mindfulness and self-care

Field of Study: Personal Development

Wednesday, September 14, 2022 (10:35 am–11:50 am ET)

General #7: How to Communicate with Everyone Who Isn’t You
Ms. Denise Ryan, MBA, CSP ( FireStar Speaking, Raleigh, NC ),

Life would be so easy if everyone we interacted with was just like us. They would understand our cryptic e-mail messages, forgive our bizarre text messages, and understand why we unfriended them on Facebook. There would be no hard feelings, no conflict, and clearly, world peace. Unfortunately, no one else is exactly like you and to succeed in life and business, you have to work with the confusing, the angry, the silly, and yes, even the smarter and more articulate. This session will help you do just that. You will learn about barriers to communication and how to remove them. You’ll take a communication styles quiz and find out just how different a large portion of the world really is and how to get along with them. People won’t stop being different; this session will help you understand them.

Field of Study: Communications


Share This Event

Event Vendor:NCACPA
Field of Study:Accounting, Behavioral Ethics, Business Management & Organization, Communications, Computer Software & Applications, Economics, Information Technology, Personal Development, Personnel/Human Resources, Specialized Knowledge, Taxes
Level: Update

Event Type:Conference
NASBA Instructional Method:Group Live
Event Code:WCNBIF22

Registration Fees

RegistrationEarly BirdRegular
3-Day NCACPA MemberN/A$565.00
Non-Member 3-DayN/A$665.00
RegistrationEarly BirdRegular
NCACPA Member Monday & Tuesday OnlyN/A$530.00
Non-Member Monday & Tuesday OnlyN/A$630.00
RegistrationEarly BirdRegular
NCACPA Member Monday & Wednesday OnlyN/A$530.00
Non-Member Monday & Wednesday OnlyN/A$630.00
RegistrationEarly BirdRegular
NCACPA Member Monday OnlyN/A$325.00
Non-Member Monday OnlyN/A$425.00
RegistrationEarly BirdRegular
NCACPA Member Tuesday & Wednesday OnlyN/A$530.00
Non-Member Tuesday & Wednesday OnlyN/A$630.00
RegistrationEarly BirdRegular
NCACPA Member Tuesday OnlyN/A$325.00
Non-Member Tuesday OnlyN/A$425.00
RegistrationEarly BirdRegular
NCACPA Member Wednesday OnlyN/A$165.00
Non-Member Wednesday OnlyN/A$265.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.