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83rd Annual Symposium (Live Streaming Webcast)

8:00 am–4:45 pm ET

# of CPE Credits

24

Description

Join us for the 83rd annual NCACPA Symposium! Participants will receive the most current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of best practices in day-to-day operations and technology trends, as well as practical strategies to implement to enhance client service.
 
 

Objective

Participants will be able to describe current tax, accounting, business, and/or legal compliance trends and the challenges and opportunities on the horizon, assess whether their organizations are utilizing best practices in day-to-day operations and technology trends, and enhance client/customer service by implementing strategies and practical tips.

Highlights

Evolution of the Profession, Federal Tax Updates, NC Economics and Tax Updates, Cyber Security and Technology Updates

Who Should Attend

CPAs in industry and public practice

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ), Mr. William Hunter Cook, CPA ( Charlotte, NC ), Leah Donti, CPA, CMA, MBA ( Advantage Montreal Seminars Inc., Laval, Quebec, PQ ), Becky Drozdz, CCP, SPHR, SHRM-SCP ( Catapult, Charlotte, NC ), Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ), Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ), Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ), Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ), Ms. Kecia Williams Smith, Ph.D CPA ( North Carolina A&T State University-College of Business & Economics, Greensboro, NC ), Ms. Holly Sullenger, PhD ( Cary, NC ), Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ), Marcy Twete ( Marcy Twete Consulting, Minneapolis, MN ), Javier Young ( CLA Charlotte, Charlotte, NC ), David Cieslak, CPA, CITP, CGMA, GSEC ( RKL eSolutions, LLC, Lancaster, PA ), Ronald J. Baker, CPA ( Morrisville, NC ), Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ), Mr. Gene Marks, CPA ( The Marks Group PC, Bala Cynwyd, PA ), Dr. Michael L. Walden, PhD ( Raleigh, NC ), Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

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.

Sessions

Monday, November 14, 2022 (8:05 am–9:20 am ET)

General #1: COVID, The Economy, Inflation, & Mid-Terms: Tactics, Strategies & Action to Increase Profitability
Mr. Gene Marks, CPA ( The Marks Group PC, Bala Cynwyd, PA ),

Booster shots are here, the economy is in flux, inflation is increasing, and mid-term elections are less than a year away. So what does this mean for your company, your people, your partners and your community? What new issues will we be facing? What investments should we be making? How will the economy fare? How will the mid-term elections impact your operations? What are smart leaders around the country doing to navigate their companies towards growth and profitability over the next two years?

Monday, November 14, 2022 (9:30 am–10:35 am ET)

General #2: Federal Tax Update: Individual
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Coming soon!

Monday, November 14, 2022 (10:45 am–11:45 am ET)

General #3: Federal Tax Update: Corporate
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Coming soon!

Monday, November 14, 2022 (12:45 pm–1:35 pm ET)

1A: S-Corp
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Field of Study: Taxes

Monday, November 14, 2022 (12:45 pm–1:35 pm ET)

1B: The Future of Supply Chain Management
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, November 14, 2022 (1:45 pm–2:35 pm ET)

2A: Partnership Update
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Monday, November 14, 2022 (1:45 pm–2:35 pm ET)

2B: Green Logistics & Sustainable Supply Chain Management & Operations
Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ),

Field of Study: Economics

Monday, November 14, 2022 (2:45 pm–3:35 pm ET)

3A: Sales & Use Tax Strategy
Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

This session will include discussions of:
• When you have to collect tax
• What is taxable
• Which jurisdiction’s tax to collect
• When you must pay sales or use tax on purchases

Field of Study: Taxes

Monday, November 14, 2022 (2:45 pm–3:35 pm ET)

3B: ESG - Why it Matters
Marcy Twete ( Marcy Twete Consulting, Minneapolis, MN ),

Field of Study: Social Environment of Business

Monday, November 14, 2022 (3:35 pm–4:35 pm ET)

4A: Nexus (Income Tax/Remote Workers)
Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

Field of Study: Taxes

Monday, November 14, 2022 (3:35 pm–4:35 pm ET)

4B: More Excel Tips & Tricks
Ms. Holly Sullenger, PhD ( Cary, NC ),

Excel knowledge is something employers expect their employees to have. However, most Excel users know just enough to be dangerous! How many times have you earned an Excel feature a day too late? How many times have you worked hours on a worksheet only to find out you could have done the same activity in 5 minutes or less?

Excel has so many features that most users are unaware of. These features can help us work smarter in Excel – and save a ton of time. This interactive seminar is designed to showcase just a few of the many Excel shortcuts that can improve our efficiency, and our attitude, when working in Excel.

Field of Study: Computer Software & Applications

Tuesday, November 15, 2022 (8:05 am–9:20 am ET)

General #4: NC Economic Update
Dr. Michael L. Walden, PhD ( Raleigh, NC ),

Coming soon!

Tuesday, November 15, 2022 (9:30 am–10:35 am ET)

General #5: Professional Issues Update
Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ),

Coming soon!

Tuesday, November 15, 2022 (10:45 am–11:45 am ET)

General #6: Replacing the Annual Performance Ritual
Ronald J. Baker, CPA ( Morrisville, NC ),

Most organizations and employees are dissatisfied with the performance appraisal process, so it remains a curiosity why this methodology continues to exist. Performance appraisals don’t drive careers; they are an incidental effect of other dynamic systems. In essence, appraisals are the paper-shuffling ritual that sanctifies decisions already made.

Tuesday, November 15, 2022 (12:45 pm–1:35 pm ET)

5A: Time’s UP!: The Subscription Business Model for Accounting Firms
Ronald J. Baker, CPA ( Morrisville, NC ),

The world is moving from products and services to subscriptions, favoring access and transformations over ownership and deliverables. The advantages to a subscription model are many, including: Predictable revenue; not selling services, but creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; collective knowledge of your customers, which is a competitive advantage that cannot be duplicated; the customer relationship is at the center of the firm; not pricing a product or service, but rather a series of customer transformations; and it is easier to predict demand and plan capacity more effectively. It provides peace of mind, convenience, recurring value, and a frictionless experience for the customer.

Learning Objectives

• Identify strategies utilized by businesses that have made the transition to a subscription-based model
• Understanding the nine types of subscription business models
• The psychology of selling subscriptions
• Plussing your offering—only uncommon services command premium pricing
• How to develop new accounting information to represent the economics of a subscription business

Implementing a subscription business model for firms is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is, exactly, that customers value and what you are asking them to pay for. Join Ron Baker, founder of VeraSage Institute, for a thought-provoking session on why and how the subscription business model will be an inevitable part of the firm of the future.

Field of Study: Business Management & Organization

Tuesday, November 15, 2022 (12:45 pm–1:35 pm ET)

5B: How Data Analytics is Disrupting the CPA Profession
Leah Donti, CPA, CMA, MBA ( Advantage Montreal Seminars Inc., Laval, Quebec, PQ ),

Data analytics is transforming the work of the CPA. It brings efficiency and effectiveness to the CPA in industry and public practice. The CPA needs to use data analytics to better understand the business and how to link it to strategy.
In this session, we’ll provide an overview of data connection, data transformation (often called automation) and data visualization, and discuss how these areas can be used in businesses.

Field of Study: Business Management & Organization

Tuesday, November 15, 2022 (1:45 pm–2:35 pm ET)

6A: K2 - Quickbooks
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Field of Study: Computer Software & Applications

Tuesday, November 15, 2022 (1:45 pm–2:35 pm ET)

6B: Reinventing the Finance Role in a Digital World
Leah Donti, CPA, CMA, MBA ( Advantage Montreal Seminars Inc., Laval, Quebec, PQ ),

Imagine a day in the life of a controller in the year 2030. How will the finance function be transformed?

The future for the CPA profession looks amazing as robotic process automation, data analytics and artificial intelligence will free up time for the CPA to do analysis and be a strategic thinker.

This session presents the core principles to building a world-class finance function. It all starts with a digital mindset.

Tuesday, November 15, 2022 (2:45 pm–3:35 pm ET)

7A: K2 - Tales of True Tech Crimes Ripped from the Headlines
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Field of Study: Information Technology

Tuesday, November 15, 2022 (2:45 pm–3:35 pm ET)

7B: Basics of Crypto
Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ),

Tuesday, November 15, 2022 (3:45 pm–4:35 pm ET)

8A: K2 - The Must-Have Technology Stack
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Field of Study: Information Technology

Tuesday, November 15, 2022 (3:45 pm–4:35 pm ET)

8B: Tax Issues of Crypto Currency
Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ),

Field of Study: Taxes

Wednesday, November 16, 2022 (8:05 am–8:55 am ET)

9A: Sales & Lease
Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ),

Field of Study: Accounting

Wednesday, November 16, 2022 (8:05 am–8:55 am ET)

9B: 2022 Professional Conduct & Ethics
Mr. William Hunter Cook, CPA ( Charlotte, NC ),

North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult to apply. The North Carolina Professional Ethics and Conduct rules provide the foundation for examining the standards of ethical conduct. These standards of ethical conduct are not only examined for those CPAs in public practice, but also for CPAs working in industry, government, and education throughout North Carolina. You will examine current trends in ethical behavior, social networking, and fraud. Real-life case studies supplied by North Carolina CPAs that examine those ethical dilemmas most prevalent in the workplace will be discussed. Note—This activity fulfills the state board’s annual minimum 50-minute ethics CPE requirement. The 50-minute ethics activity is required for annual license renewal for North Carolina CPAs and does not qualify one to obtain an original or reciprocal certificate (the NC Accountancy Law course required for certification and reciprocity is an eight-hour program that is also offered by NCACPA, and it satisfies this requirement). If you have questions, please contact the NC State Board of CPA Examiners.

Field of Study: Regulatory Ethics

Wednesday, November 16, 2022 (9:05 am–10:20 am ET)

10A: FASB
Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ),

Wednesday, November 16, 2022 (9:05 am–10:20 am ET)

10B: Real Cases in Ethics
Mr. William Hunter Cook, CPA ( Charlotte, NC ),

Real Cases in Ethics will cover why we fail to do what’s right and provide ideas on what to do about that. Also, we will discuss new and proposed updates to the NC Board rules and the AICPA Code of Professional Conduct. The Behavioral Ethics session will summarize real cases that came before the NC Board. Participants will be asked to render their own decisions based on evidence presented.

Field of Study: Behavioral Ethics

Wednesday, November 16, 2022 (10:30 am–11:45 am ET)

11A: CFO as Servant Leader – Meeting the Needs of the CEO, Board, Management Team and Key Stakeholders
Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ),

How does a CFO learn, understand and support key stakeholders of the organization? The foundation of their skillset rests with Servant Leadership. In this session, we will examine the key characteristics of Servant Leadership as it applies to the CFO and learn how to identify and meet the needs of key stakeholders, pitfalls from experience of those who have served.

Field of Study: Business Management & Organization

Wednesday, November 16, 2022 (10:30 am–11:45 am ET)

11B: Strengthening your Talent Pipeline
Becky Drozdz, CCP, SPHR, SHRM-SCP ( Catapult, Charlotte, NC ),

Building an exceptional talent pipeline requires we look at different types of information in new ways. In this session, Becky Drozdz, MBA, CCP, SPHR, SHRM-CP, HR Advisor with Catapult will take a deep dive into how to leverage multiple sets of benchmark data to inform how to structure a strong Total Rewards program that aims to elevate your organization as an “employer choice”. We will discuss how to attract and keep top performers while watching the bottom line.

Field of Study: Personnel/Human Resources

Wednesday, November 16, 2022 (12:45 pm–1:45 pm ET)

General #7: The Strategic Leader - Surviving Ambiguity in a Constantly Changing Business Environment
Javier Young ( CLA Charlotte, Charlotte, NC ),

Focusing on current issues will impact profitability. Ignoring Strategic issues can result in business failure. How does a company create a strategic culture that is readily adaptable to change, seeks out opportunities in the chaos, and is aware of the changing business environment and potential impact on the organization? In this session we will explore the long term issues that organizations should be aware of and ways to inculcate visionary thinking.

Wednesday, November 16, 2022 (1:55 pm–3:00 pm ET)

General #8: Bold Approaches for Accounting Diversity
Ms. Kecia Williams Smith, Ph.D CPA ( North Carolina A&T State University-College of Business & Economics, Greensboro, NC ),

This session will provide an overview of the Center for Audit Quality’s Bold Ambition initiative and the related market research on diverse high school and early college students. In addition, the session will discuss the Center for Accounting Diversity’s outreach and engagement efforts in the profession.

Wednesday, November 16, 2022 (3:10 pm–4:25 pm ET)

General #9: 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.


Share This Event

Event Vendor:NCACPA
Field of Study:Accounting, Behavioral Ethics, Business Management & Organization, Computer Software & Applications, Economics, Information Technology, Personnel/Human Resources, Regulatory Ethics, Social Environment of Business, Taxes
Level: Overview

Event Type:Conference
NASBA Instructional Method:Group Live
Event Code:WCNSYM22

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Non-Member Tuesday OnlyN/A$425.00
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NCACPA Member Wednesday OnlyN/A$325.00
Non-Member Wednesday OnlyN/A$425.00
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