In-Person and Virtual Options Available! - August 24-25, 2021 16 CPE Hours for only $355* - Illinois CPA Society

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In-Person and Virtual Options Available! - August 24-25, 2021 16 CPE Hours for only 5* - Illinois CPA Society
In-Person and Virtual Options Available!
             Virtual option includes all keynote and track sessions!

                                                          August 24-25, 2021
                                                                 Donald E. Stephens Convention Center
                                                                                     Rosemont, Illinois

   Register today at                                           16 CPE Hours for only $355*
   www.icpas.org/summit                                                                        *members
In-Person and Virtual Options Available! - August 24-25, 2021 16 CPE Hours for only 5* - Illinois CPA Society
The only constant in today’s world is change.
         To stay relevant, CPAs need to rethink their formula for success. SUMMIT21 gives
           you the insights and information you need to succeed today and in the future.

Expert Keynote Presentations:
                                                           Thomas B. Murtagh, CPA, MBA, JD, LLM
                                                           Chairperson, Illinois CPA Society, and Partner,
                                                           BKD CPAs & Advisors
      The State of the CPA
      Profession – Today
      and Tomorrow
                                                           Todd Shapiro
                                                           President and CEO, Illinois CPA Society

      Transcending Technology:                             Donny C. Shimamoto, CPA.CITP, CGMA
      Ensuring Relevance in an                             Founder and Managing Director,
                                                           IntrapriseTechKnowlogies LLC
      Automated World

                                                           Derek Sasveld, CFA
      Eyeing Our Economy                                   Senior Investment Strategist, BMO Global
                                                           Asset Management

      When Was the Last Time You                           Nykia Wright, MBA
      Told a Really Good Story?                            CEO, Chicago Sun-Times

1 | Illinois CPA Society
In-Person and Virtual Options Available! - August 24-25, 2021 16 CPE Hours for only 5* - Illinois CPA Society
Innovative Learning Tracks:                                 What others have said
                                                            about the SUMMIT:
 Personalize your learning by choosing                      “This is my favorite CPE program as it has
 from five tracks:                                          a variety of topics and the presenters
 Accounting and Auditing                                    are so good.”
 Corporate Strategy/Human Capital                           “I greatly appreciated the selection of
 Ethics/Personal Development                                topics because of their relevance to the
 Tax                                                        current business environment.”
 Technology Solutions/Advisory Services
                                                            “All in all, it was a great program. Going
                                                            virtual made it possible to attend more
                                                            sessions and learn a lot more.”

16 Hours of CPE:                                            “Overall, an excellent two-day program that
                                                            was very well presented and orchestrated
 Earn up to 16 hours of CPE including:                      in this current COVID environment.”
 4 Ethics | 1 Sexual Harassment Prevention Training
 7.5 CLE | 11.5 CFP | 9 EA | 1 Yellow Book                  “All the presenters were knowledgeable
                                                            and did a great job!”

Exhibitor Experiences:
 See the latest products and services                                    PLEASE NOTE:
                                                                Some of the SUMMIT21 speakers
 from exhibitors such as:                                      will be presenting remotely for both
 ABGI                         Intuit                            the in-person and virtual venues.
 (In-person and Virtual)          (Virtual Only)
                                                                 Remote speakers are noted in the
 Canopy Tax                       Robert Half                    brochure with the following symbol:
 (In-person and Virtual)          (In-person and Virtual)

 DOC.IT                           Safe Send
 (In-person and Virtual)          (Virtual Only)
                                                                 For the latest speaker updates, visit
 Funkhouser Vegosen               Sana Benefits                       www.icpas.org/summit
                                  (In-person and Virtual)
 Liebman & Dunn Ltd
 (Virtual Only)

                                                                                        ICPAS SUMMIT21 | 2
In-Person and Virtual Options Available! - August 24-25, 2021 16 CPE Hours for only 5* - Illinois CPA Society
DAY ONE AT-A-GLANCE
                                                                                                                                                                                                                        Tuesday, August 24, 2021

                                8.24.21           8:00AM - 9:15AM       9:15AM       10:00AM - 10:50AM           11:00AM - 11:50AM       11:50AM       12:50PM - 1:40PM           1:50PM - 2:40PM         2:40PM         3:30PM - 4:20PM            4:30PM - 5:45PM
                                                                       10:00AM                                                           12:50PM                                                          3:30PM

3 | Illinois CPA Society
                                TRACKS               KEYNOTE           BREAK            SESSIONS                    SESSIONS             BREAK           SESSIONS                   SESSIONS              BREAK            SESSIONS                   KEYNOTE

                                                                                                                                                     Best Practices for
                                                                                                                                                   Defending an IRS Exam:       Tangible Property                     Illinois and Beyond!
                                                                                  Individual Tax Update       Business Tax Update
                                                                                                                                                        Practice Tips           Repair Regulations                   Multi-State Tax Update
                                  Tax                                                    Code: 101                  Code: 106
                                                                                                                                                           Code: 111                 Code: 116                               Code: 121
                                                                                   CLE: .75 CFP: 1 EA: 1      CLE: .75 CFP: 1 EA: 1
                                                                                                                                                    CLE: .75 CFP: 1 EA: 1      CLE: .75 CFP: 1 EA: 1                      CLE: .75 CFP: 1

                                                                                                                                                                                                                     Fair Value Accounting:
                                                                                                                                                                               Single Audit Update
                             Accounting &                                        Attestation Engagements        Auditing Remotely                       FASB Update                                                   Impact on Financial
                                                                                                                                                                                     Code: 117
                               Auditing                                                  Code: 102                  Code: 107                             Code: 112                                                        Statements
                                                                                                                                                                                  Yellow Book: 1
                                                                                                                                                                                                                            Code: 122

                                                The State of the CPA                                                                                                                                                                                 Transcending
                                                 Profession – Today                                                                                                                                                                              Technology: Ensuring
                                                   and Tomorrow                                                                                                                How the ABCD of the                                                  Relevance in an
                            Ethics/Personal                                      How Great Leaders Find         Ethical Leadership:                      How to Be a
                                                                                                                                                                                Digital Age Impacts                      Do You Have               Automated World
                             Development         Thomas B. Murtagh               Certainty in Uncertainty    Principles and Practices               Networking Ninja in a
                                                                                                                                                                                 Corporate Ethics                     Executive Presence?
                                                    Todd Shapiro                        Code: 103                    Code: 108                       Virtual Environment                                                                           Donny Shimamoto
                                                                                                                                                                                      Code: 118                            Code: 123
                                                                                                                 Ethics: 1 CLE: .75                        Code: 113
                                                     Code: 100                                                                                                                   Ethics: 1 CLE: .75                                                   Code: 126

                               Corporate                                                                                                                                          Data Readiness
                               Strategy/                                          How to Hire, Train, and   Budgeting and Forecasting                Balanced Scorecard                                            Ten Tips for Small Business
                                                                                                                                                                                Assessment Model:
                             Human Capital                                          Retain Top Talent          in Uncertain Times                         and KPIs                                                  Employment Compliance
                                                                                                                                                                            Is Your Organization Ready?
                                                                                        Code: 104               Code: 109 CFP: 1                          Code: 114                                                         Code: 124
                                                                                                                                                                                      Code: 119

                                                                                                                                                                               Navigating the Next
                               Technology                                          Establishing and          Sell Your Brain, Not Your                                                                             AI and Machine Learning:
                                                                                                                                                   How to Manage and Run       12 Months: Creating
                                                                                  Maintaining Fiduciary     Time: Subscription Pricing                                                                             The Impact on Accounting
                           Solutions/Advisory                                                                                                        a Virtual Tax Season        a Foundation for
                                                                                     Relationships               for Professionals                                                                                       and Finance
                                Services                                                                                                                   Code: 115            Enduring Success
                                                                                       Code: 105                     Code: 110                                                                                             Code: 125
                                                                                                                                                                                    Code: 120
In-Person and Virtual Options Available! - August 24-25, 2021 16 CPE Hours for only 5* - Illinois CPA Society
DAY TWO AT-A-GLANCE
                                                                                                                                                                                                        Wednesday, August 25, 2021

                          8.25.21         8:00AM - 9:15AM    9:15AM      10:00AM - 10:50AM           11:00AM - 11:50AM     11:50AM        12:50PM - 1:40PM              1:50PM - 2:40PM        2:40PM        3:30PM - 4:20PM             4:30PM - 5:45PM
                                                            10:00AM                                                        12:50PM                                                             3:30PM

                          TRACKS            KEYNOTE         BREAK            SESSIONS                   SESSIONS           BREAK             SESSIONS                      SESSIONS            BREAK           SESSIONS                     KEYNOTE

                                                                         Nuts and Bolts of          Transfer Pricing                                               Research and Development                 A Year in Tax for
                                                                                                                                     Flow-Through Hot Topics
                                                                      Cryptocurrency Taxation      After Tax Reform                                                 Tax Credit Fundamentals               Exempt Organizations
                            Tax                                                                                                              Code: 211
                                                                              Code: 201                 Code: 206                                                           Code: 216                           Code: 221
                                                                                                                                       CLE: .75 CFP: 1 EA: 1
                                                                        CLE: .75 CFP: 1 EA: 1     CLE: .75 CFP: 1 EA: 1                                               CLE: .75 CFP: 1 EA: 1               CLE: .75 CFP: 1 EA: 1

                                                                                                                                                                     Audit Documentation:
                                                                                                    Get Ready for the                                                                                       Evaluating Going
                       Accounting &                                    2021 Auditing Update                                          Digital Asset Accounting          Quality and the
                                                                                                     Lease Standard                                                                                         Concern Issues
                         Auditing                                           Code: 202                                                        Code: 212                Questioning Mind
                                                                                                        Code: 207                                                                                              Code: 222
                                                                                                                                                                           Code: 217

                                           Eyeing Our                                                                                 Managing the Risks and                                                  Preventing and          When Was the Last
                                                                                                    Mission Critical                                                     Bye-Bye Bias:
                      Ethics/Personal       Economy                                                                                  Ethical Responsibilities of                                         Investigating Sexual and      Time You Told a
                                                                           Not-for-Profit        Leadership: How Smart                                              The Ethics of Creating a
                       Development        Derek Sasveld                                                                               Benefit Plan Fraud in a                                             Other Harassment in a       Really Good Story?
                                                                       Corporate Governance       Managers Lead Well                                                 Bias-Free Workplace
                                                                                                                                       COVID-19 Environment                                                   #MeToo World                 Nykia Wright
                                            Code: 200                   Code: 203 CLE: .75          in All Directions                                                      Code: 218
                                                                                                                                              Code: 213                                                          Code: 223
                                             CFP: 1.5                                                  Code: 208                                                       Ethics: 1 CLE: .75                                                   Code: 226
                                                                                                                                          Ethics: 1 CLE: .75                                                 CLE: .75 SHPT: 1*

                         Corporate                                     One Simple Question                                                                          Helping You Be a Better
                         Strategy/                                                               Advanced Strategies for                 Gender Parity in                                                   Driving Business
                                                                       to Spark Innovation                                                                         Manager: The Importance
                       Human Capital                                                             Health Savings Accounts                the Time of COVID                                                Process Improvements
                                                                           and Growth                                                                                  of Documentation
                                                                                                        Code: 209                           Code: 214                                                           Code: 224
                                                                            Code: 204                                                                                      Code: 219

                         Technology                                                                                                                                 Next-Gen Transitioning:              Harnessing Technology
                                                                      Technology Solutions for     RPA Implementation                    Be More Valuable
                                                                                                                                                                    Building a Sustainable               and Remaining Relevant
                     Solutions/Advisory                                the Modern Workplace          Best Practices                       to Your Clients
                                                                                                                                                                    and Transferable Firm                   in the Digital Age
                          Services                                           Code: 205                  Code: 210                            Code: 215
                                                                                                                                                                           Code: 220                            Code: 225

ICPAS SUMMIT21 | 4
                                                                                                                                                                                                                          *Sexual Harassment Prevention Training
In-Person and Virtual Options Available! - August 24-25, 2021 16 CPE Hours for only 5* - Illinois CPA Society
Optional Pre-SUMMIT21

    Workshops
Monday
                             The pre-conference workshops will only be offered virtually.

8.23.21                      No in-person option is available.
                             Please note: The workshops are optional and require a separate registration.

    1:00 PM - 4:30 PM | CONCURRENT WORKSHOP I

    Basic Trusts: Taxation of Trusts and Preparing Form 1041
    Roll up your sleeves and participate in a hands-on preparation of Form 1041. Hear why trusts and estates
    are created and understand the latest legal developments and tax return filing requirements.
    Plus, identify potential planning and consulting opportunities.
    Lee Arbus, CPA, JD, LLM | Partner, Levun, Goodman & Cohen, LLP
    Jonathan Beer, JD, LLM | Attorney, Levun, Goodman & Cohen, LLP

    1:00 PM - 4:30 PM | CONCURRENT WORKSHOP II

    Practice Challenges in a COVID-19 World
    Discuss how the pandemic has changed the way firms operate and how CPAs represent clients in front of
    the IRS. Hear best practices for work-from-home policies and procedures, technology utilization, data
    security and more. Plus, receive insights on how to utilize the Taxpayer Advocate Service to help
    resolve taxpayer problems.
    Mark S. Heroux, JD | Partner, Baker Tilly Virchow Krause LLP
    Phillip Levsky, CPA | Senior Manager - Tax, FGMK, LLC
    Luis Plascencia, CPA, MST | Principal, Luis V Plascencia CPA
    Andrew J. VanSingel, Esq. | Local Taxpayer Advocate, Taxpayer Advocate Service
    Jennifer Williams, CPA | Principal/Owner, Pillar Financial Services

  = Remote Speaker

5 | Illinois CPA Society
Concurrent Educational

                                                             Sessions                               8.24.21

Tuesday

8.24.21
                                                                                               KEYNOTE
  8:00 AM - 9:15 AM

  The State of the CPA Profession – Today and Tomorrow
  Hear about the many issues impacting the CPA profession today, including changes in the CPA exam,
  declining number of new CPAs, and challenges with diversity and inclusion. We’ll also discuss how we
  ensure our relevance moving forward as technology continues to impact our core services, highlighting
  the need for CPAs to become strategic business advisors.
  Thomas B. Murtagh, CPA, MBA, JD, LLM
  Chairperson, Illinois CPA Society, Partner, BKD CPAs & Advisors
  Todd Shapiro
  President and CEO, Illinois CPA Society

10:00 AM - 10:50 AM                   10:00 AM - 10:50 AM                    10:00 AM - 10:50 AM

Individual Tax Update                 Attestation                            How Great Leaders
Learn about the relief provisions     Engagements                            Find Certainty in
included in the 2021 Consolidated
                                      Receive an overview on the various     Uncertainty
Appropriations Act and the
                                      types of attestation engagements.
American Rescue Plan Act.                                                    The recent pandemic has led to
                                      Evaluate the impact of SSAE 19,
Review potential income and                                                  uncertainty in all areas of life.
                                      SSAE 21, and SSAE 22 on the
estate tax changes on the horizon                                            Discover tactics to navigate the
                                      attestation standards and identify
and discuss various planning                                                 future and overcome the biggest
                                      the adoption effective dates
ideas and opportunities.                                                     and most common barriers to
                                      for each.
                                                                             successfully move forward.
Damien Martin, CPA                                                           Uncover how to shift the mindset
                                      Jennifer Allen, CPA
Partner, BKD CPAs & Advisors                                                 of others to help them find
                                      Partner, Crowe LLP
                                                                             certainty in uncertainty.
                                                                             Bill Wooditch
                                                                             CEO, The Wooditch Group

                                                                                                   = Remote Speaker

                                                                                               ICPAS SUMMIT21 | 6
Concurrent Educational

    Sessions
    8.24.21

10:00 AM - 10:50 AM                 11:00 AM - 11:50 AM                    11:00 AM - 11:50 AM

How to Hire, Train,                 Business Tax Update                    Ethical Leadership:
and Retain Top Talent               The impact and response to the         Principles and
Discover strategies to hire smart
                                    COVID-19 pandemic continues            Practices
                                    to dominate tax compliance and
and attract top talent. Discuss     planning conversations for
ways to orient and mentor new                                              Learn to bring out the best in
                                    businesses. Unpack the relief          others by focusing on positive
employees that are reflective of    provisions of recent legislative       intent and impact. Explore the
generational differences. Plus,     packages and discuss possible tax
develop employee retention plans                                           guiding principles that allow
                                    changes that could be on the way.      leaders to lead with a moral
that meet both individuals’ needs
                                                                           compass. Discuss seven ethical
and the company’s expectations.     Damien Martin, CPA                     responsibilities and hear how to
                                    Partner, BKD CPAs & Advisors           apply three keys to building trust.
Michael A. Gregory, MS, MBA
Founder, Michael Gregory
                                                                           Michael A. Gregory, MS, MBA
Consulting, LLC
                                                                           Founder, Michael Gregory
                                    11:00 AM - 11:50 AM                    Consulting, LLC

10:00 AM - 10:50 AM                 Auditing Remotely
                                    Learn how to strategically plan and    11:00 AM - 11:50 AM
Establishing and                    perform remote audits to transform
Maintaining Fiduciary               your practice and avoid reverting to   Budgeting and
                                    old habits. Plus, discover best
Relationships                       practices for engaging staff when      Forecasting in
Learn about the different types     working remotely.                      Uncertain Times
of fiduciary relationships and      Elizabeth Sloan, CPA, MAS              Discuss implementation-ready and
analyze criteria for selecting      Managing Director, Grant               theoretical approaches for
trustees. Review ethical            Thornton LLP                           improving the budgeting and
parameters and risks, as well as
                                                                           forecasting process. Identify key
discuss potential remedies for
                                                                           business drivers for more agile
breaches of fiduciary duty.
                                                                           decision-making while learning how
Michael N. Ripani, CPA, JD, CFE                                            to implement simple, yet powerful,
Senior Counsel, Handler                                                    modeling and scenario techniques
Thayer, LLP                                                                to remove guesswork, increase
                                                                           confidence, and mitigate risk.
                                                                           Carl Seidman,
                                                                           CPA/CFF, CIRA, CFE, AM
                                                                           Principal, Seidman Financial

  = Remote Speaker

7 | Illinois CPA Society
Concurrent Educational

                                                              Sessions                               8.24.21

11:00 AM - 11:50 AM                   12:50 PM - 1:40 PM                    12:50 PM - 1:40 PM

Sell Your Brain,                      FASB Update                           Balanced Scorecard
Not Your Time:                        Get up-to-speed on current            and KPIs
Subscription Pricing                  projects and discuss the
                                                                            Learn about strategic mapping
                                      potential impact of recently issued
for Professionals                     accounting standards. Understand      and why a driver-based, balanced
                                                                            scorecard approach is among the
                                      how specific developments may
Explore nine types of subscription                                          most effective approaches to
                                      affect financial reporting
business models and identify          requirements.                         organizational planning. Discover
strategies to make the transition                                           how to establish KPIs and
at your organization. Learn how       Ryan Brady, CPA                       incorporate them into planning
to develop new metrics and            Partner, Grant Thornton LLP           for encouraging buy-in, tracking
accounting information to                                                   progress, and inspiring greater
represent the economics of                                                  accountability.
a subscription business.
                                      12:50 PM - 1:40 PM                    Carl Seidman,
Ed Kless                                                                    CPA/CFF, CIRA, CFE, AM
Senior Director, Sage                 How to Be a                           Principal, Seidman Financial
                                      Networking Ninja in
12:50 PM - 1:40 PM
                                      a Virtual Environment                 12:50 PM - 1:40 PM
                                      Make the most of your virtual         How to Manage
Best Practices for                    rectangle and learn to shine
Defending an IRS                      through your computer with the        and Run a Virtual
                                      right body language. Receive tips
Exam: Practice Tips                   for improving your virtual presence
                                                                            Tax Season
                                      and creating connections that can     Receive a blueprint to build an
From the notice of examination        also bring big dividends in office
to the closing letter, walk through                                         efficient and profitable virtual firm
                                      meetings too.                         in time for the next tax season,
every step of an IRS examination
process and discuss the steps to      Alison Henderson,                     including key technology and
take to best position your clients    MFA, GL-CMA, MPACC                    workflow considerations. Learn
for success. Learn how to properly    CEO, Moving Image                     how to transition your current
respond to information document       Consulting LLC                        clients to a virtual way of working
requests, whether to produce your                                           and discover tips to manage and
client for an interview, how to                                             motivate your own remote team.
watch for potential criminal                                                Joshua Lance, CPA, CGMA
exposure, and what to do if                                                 Managing Director, Lance
you find it.                                                                CPA Group
Guinevere Moore, JD
Managing Member, Moore Tax
Law Group LLC

                                                                                                    = Remote Speaker

                                                                                               ICPAS SUMMIT21 | 8
Concurrent Educational

    Sessions
    8.24.21

1:50 PM - 2:40 PM                  1:50 PM - 2:40 PM                      1:50 PM - 2:40 PM

Tangible Property                  How the ABCD of the                    Navigating the Next
Repair Regulations                 Digital Age Impacts                    12 Months: Creating
Discuss the compliance             Corporate Ethics                       a Foundation for
requirements of a 1031 Exchange.
                                   Automation (including artificial       Enduring Success
Identify potential tax planning
                                   intelligence), blockchain,
strategies on both a retroactive                                          Discover new AI-driven tools readily
                                   cybersecurity, and data
and prospective basis and gain                                            available today to help you improve
an in-depth understanding of       governance (ABCD) are driving
                                                                          the efficiency and effectiveness of
                                   digital transformation. What are
Unit of Property rules.                                                   your practice. Gain insights into
                                   the ethical implications to us and
                                                                          how you can drive value by
Lester Cook, CCSP                  the organizations we serve?
                                                                          modernizing client workflows,
Principal, KBKG                    Learn how to ensure that ethical
                                                                          automating rudimentary tasks,
                                   considerations are incorporated
                                                                          and delivering data-driven insights.
                                   into your organization’s governance
                                   and internal controls over digitized   Jasen Stine
1:50 PM - 2:40 PM                  processes and data analytics.          Tax and Accountant Education
                                                                          Leader, Intuit
Single Audit Update                Donny C. Shimamoto
                                   CPA.CITP, CGMA
Address the key changes and        Founder and Managing Director,
challenges when preparing a        IntrapriseTechKnowlogies LLC           3:30 PM - 4:20 PM
Single Audit. Review the new
compliance supplement,                                                    Illinois and Beyond!
understand how to prepare
the schedule of expenditures       1:50 PM - 2:40 PM                      Multi-State Tax
of federal awards, and walk
away with planning tips to         Data Readiness                         Update
avoid surprises.
                                   Assessment Model:                      Discover best practices for
                                                                          navigating state sales tax issues
Jennifer Culotta, CPA
Partner, Plante Moran
                                   Is Your Organization                   including nexus, tax immunity
                                   Ready?                                 protection, and marketplace
Melissa Sutherland, CPA                                                   facilitator laws. Understand when
Assurance Manager, Plante Moran    Uncover how to incorporate a           a state has the power to tax a
                                   data readiness assessment as the       company without violating federal
                                   foundation for an effective data       law and how to source income
                                   strategy. Leave with a better          related to COVID and work-from-
                                   understanding of how to implement      home scenarios. Plus, review
                                   and operate a data readiness           guidelines for taxing owners of
                                   framework model to better manage       pass-through entities.
                                   data within your organization.         Carol Portman, JD
                                   Rebecca S. Busch, RN, MBA,             President, Taxpayer’s Federation
                                   CCM, CFE, CPC, CHPA-IV,                of Illinois
                                   CRMA, CICA, FIALCP, FHFMA              Eric Fader, CPA, JD
                                   President and CEO, Medical             Managing Director, BDO USA, LLP
                                   Business Associates

  = Remote Speaker

9 | Illinois CPA Society
Concurrent Educational

                                                             Sessions                              8.24.21

3:30 PM - 4:20 PM                     3:30 PM - 4:20 PM                     3:30 PM - 4:20 PM

Fair Value Accounting:                Ten Tips for                          AI and Machine
Impact on Financial                   Small Business                        Learning: The Impact
Statements                            Employment                            on Accounting and
Explore how fair value concepts       Compliance                            Finance
have transformed GAAP
                                      Review key legal compliance           Explore how AI and machine
requirements. Learn the key
                                      issues impacting small employers      learning are impacting people,
assets and liabilities that are
                                      and receive practical tips for        process, and performance
recorded at fair value and
                                      reducing risks, claims, audits,       strategies, and assess your team
recognize common pitfalls to
                                      and costs. Learn about worker         and organization’s readiness to
avoid when preparing GAAP
                                      misclassification, discrimination     utilize these new technologies.
compliant financial statements.
                                      and harassment, social media
                                      restrictions, work-from-home          Chris Ortega, MBA
Kara Fahrenbach, CPA
                                      rules, and more.                      Director of Finance, Emarsys
Senior Manager, Plante Moran
                                                                            North America, Inc.
David J. Kristick, MSA                Lori Goldstein, JD
Partner, Industry Technical Leader,   Employment Attorney, Law Office
Plante Moran                          of Lori A. Goldstein LLC

                                                                                              KEYNOTE
                                      4:30 PM - 5:45 PM
3:30 PM - 4:20 PM

Do You Have                           Transcending Technology: Ensuring
Executive Presence?                   Relevance in an Automated World
                                      As more accounting functions become automated, how do CPAs
Discuss the skills necessary to
                                      ensure they are not replaced by robots and artificial intelligence?
build a strong executive presence.
                                      Discuss the evolution of accounting information ecosystems due to
Define your specific attributes and
                                      emerging technology trends like automation, blockchain, cybersecurity,
learn how to use them to increase
                                      and data governance and learn how to transcend these technologies
your effectiveness as a leader.
                                      and ensure your relevance in the digital age.
Brett Taylor
                                      Donny C. Shimamoto, CPA.CITP, CGMA
Chief Member Engagement
                                      Founder and Managing Director, IntrapriseTechKnowlogies LLC
Officer, The Executive’s Club
of Chicago

                                                                                                  = Remote Speaker

                                                                                             ICPAS SUMMIT21 | 10
Concurrent Educational

    Sessions
    8.25.21

Wednesday

8.25.21
                                                                         10:00 AM - 10:50 AM
                                                         KEYNOTE
   8:00 AM - 9:15 AM
                                                                         Nuts and Bolts of
   Eyeing Our Economy                                                    Cryptocurrency
   As the economy overcomes COVID-19, and ongoing stimulus efforts       Taxation
   keep the most negative outcomes in check, the outlook for growth
   is good in 2021 and 2022. But at what costs? Evaluate the impact      Understand the tax implications
   of fiscal stimulus, including rising inflation and a weaker dollar,   of investing in cryptocurrency,
   and how pent-up consumer demand and continued central bank            running a mining operation, and
   accommodations could potentially accelerate an economic               using it as a payment method.
   recovery before tightened fiscal policies come into play.             Learn about challenges in dealing
                                                                         with cryptocurrency clients and
   Derek Sasveld, CFA                                                    discover tax planning
   Senior Investment Strategist, BMO Global Asset Management             opportunities.
                                                                         Shehan Chandrasekera, CPA
                                                                         Head of Tax Strategy, CoinTracker

  = Remote Speaker

11 | Illinois CPA Society
Concurrent Educational

                                                              Sessions                              8.25.21

10:00 AM - 10:50 AM                   10:00 AM - 10:50 AM                    11:00 AM - 11:50 AM

2021 Auditing Update                  One Simple Question                    Transfer Pricing
The Auditing Standards Board          to Spark Innovation                    After Tax Reform
released a new suite of standards     and Growth                             Hear practical insights on U.S.
resulting in the most comprehensive
changes in over a decade. Hear                                               and international transfer pricing
                                      Learn to shift the threat of           rules. Learn how to reduce
how SAS 134 to SAS 140 are            emerging technologies such as
                                                                             transfer pricing risks through
interrelated and affect private       AI into opportunities by becoming
company and not-for-profit audits.                                           documentation and benchmarking
                                      more entrepreneurial and               studies. Plus, discover new tax
Break down changes impacting          innovative than ever before.           and cash savings opportunities
employee benefit plan audits and      Understand how one simple              in a COVID-19 environment.
other annual report information.      question can help spark innovation
Plus, understand the components       and growth resulting in enhanced       Alex Martin, MPP
of the new auditor report.            value to both your organization and    Principal, KBKG
                                      your clients or customers.
Leah Donti, CPA, CMA, MBA
Founder and President, Advantage      Jon Lokhorst, CPA, ACC
Montreal Seminars Inc.                Executive Leadership Coach,            11:00 AM - 11:50 AM
                                      Lokhorst Consulting LLC
                                                                             Get Ready for the
10:00 AM - 10:50 AM                                                          Lease Standard
                                      10:00 AM - 10:50 AM
Not-for-Profit                                                               The new lease standard for private
Corporate                             Technology Solutions                   companies and not-for-profits goes
                                                                             live in 2022. Discuss common
Governance                            for the Modern                         practice issues companies are
                                      Workplace                              facing. Hear about lessons learned
Explore new not-for-profit                                                   from public company adoption and
corporate governance models           Learn how organizations of all         receive best practice tips for
and discuss how to keep them          sizes can transform into a             implementation.
compliant with existing laws on       productive, organized, and
fiduciary responsibilities and        collaborative remote workforce that    Leah Donti, CPA, CMA, MBA
board oversight. Hear about           operates in a purely cloud or hybrid   Founder and President, Advantage
common challenges organizations       environment. Receive a demo of         Montreal Seminars Inc.
have faced and receive tips to        the Microsoft 365 Modern
address them.                         Workplace stack including
                                      OneDrive, SharePoint, Microsoft
Paula Goedert, JD                     Teams, Power BI, and Cloud
Partner, Barnes & Thornburg LLP       Security.
                                      Matt Diliberto
                                      Manager, Modern Workplace,
                                      BDO USA, LLP

                                                                                                   = Remote Speaker

                                                                                              ICPAS SUMMIT21 | 12
Concurrent Educational

    Sessions
    8.25.21

11:00 AM - 11:50 AM                     11:00 AM - 11:50 AM                    12:50 PM - 1:40 PM

Mission Critical                        RPA: Implementation                    Digital Asset
Leadership: How                         Best Practices                         Accounting
Smart Managers Lead                     Review the basics of Robotic           Review current reporting practices
Well in All Directions                  Process Automation (RPA) and           for digital assets and hear best
                                        discover how to introduce this         practices for signing devices and
While it is important to be a good      technology at your organization.       evaluating internal controls. Take a
boss, leadership is much more than      See a bot in action and hear           brief look at the top sources and
that. Discover the importance of        lessons learned for converting a       the top three digital asset events
self-leadership as the starting point   single automation into an integrated   that can impact financial
for leadership success and gain         automation program that achieves       statements.
practical tips to lead well in all      sustainable ROI.
                                                                               Joshua Schmidt
directions within your organization.                                           Senior Blockchain Analyst,
                                        Chris Denver, CPA, MBA
Jon Lokhorst, CPA, ACC                  National Practice Director,            Marcum LLP
Executive Leadership Coach,             International Financial Group
Lokhorst Consulting LLC
                                        Jim Hannan, CPA
                                        National Practice Director,            12:50 PM - 1:40 PM
                                        International Financial Group
11:00 AM - 11:50 AM                                                            Managing the
                                                                               Risks and Ethical
Advanced Strategies                     12:50 PM - 1:40 PM                     Responsibilities of
for Health Savings
                                        Flow-Through                           Benefit Plan Fraud
Accounts
                                        Hot Topics                             in a COVID-19
Review the basics of Health
Savings Accounts and understand         Discuss recent legislative
                                                                               Environment
how they are becoming a source of       updates related to flow-through        Hear about various benefit plan
wealth accumulation rather than a       entities, including interest           fraud threats and discuss potential
spending account. Learn about           expense limitation under §163(j),      responses and ethical
advanced tax planning strategies        carried interest under §1061,          considerations for each scenario.
you may be missing.                     and much more.                         Walk away with an action plan to
                                                                               anticipate and reduce fraud at your
Kelley C. Long, CPA/PFS, CFP            Matthew Vertin, CPA, MST
                                                                               organization.
Owner, Kelley C. Long                   Director, Baker Tilly Virchow
Consulting LLC                          Krause, LLP                            Gene Cahill, CPA, CFE, CFF
                                                                               Partner, Grant Thornton LLP
                                                                               Wendy Garrett
                                                                               Independence and Ethical
                                                                               Standards – Managing Director,
                                                                               Grant Thornton LLP

  = Remote Speaker

13 | Illinois CPA Society
Concurrent Educational

                                                                 Sessions                             8.25.21

12:50 PM - 1:40 PM                       1:50 PM - 2:40 PM                    1:50 PM - 2:40 PM

Gender Parity in the                     Research and                         Bye-Bye Bias: The
Time of COVID                            Development Tax                      Ethics of Creating a
Attrition among women is at an           Credit Fundamentals                  Bias-Free Workplace
all-time high. Discuss the impact
                                         Learn how to identify qualifying     Learn how to create a workplace
that a small decline in female
                                         projects and review various          culture that is sensitive, responsive,
advancement may have on your
                                         methods to calculate the benefits.   and welcoming. Identify implicit
organization’s future success.
                                         Plus, discuss key project            bias and micro-aggressions and
Hear how to be better allies and
                                         implementation steps and tips        discover resources to become an
advocates and receive strategies
                                         to avoid common pitfalls along       expert-level ally who champions
for retaining and promoting women
                                         the way.                             professional equity.
in a post-pandemic world.
                                         Michael Maroney, EA                  Jamar Cobb-Dennard, JD
JoAnna Simek, CPA, MST
                                         Director, KBKG                       Business Broker, Indiana
Partner, BKD CPAs & Advisors
                                                                              Business Advisors

                                         1:50 PM - 2:40 PM
12:50 PM - 1:40 PM
                                                                              1:50 PM - 2:40 PM
Be More Valuable                         Audit Documentation:
                                         Quality and the                      Helping You Be a
to Your Clients                                                               Better Manager:
What does it really mean to be
                                         Questioning Mind
a strategic advisor? Join Todd           The true cost of quality can take
                                                                              The Importance of
Shapiro and a panel of practitioners     time to be seen clearly. Look at     Documentation
as they discuss how to address the       the recent auditing guidance
challenges of getting your staff                                              The three most important things in
                                         surrounding audit quality and
(and sometimes your fellow                                                    the employment relations arena are
                                         consider examples where a lack
partners) to proactively offer                                                “documentation, documentation,
                                         of quality ended up costing firms.
strategic insight to help your clients                                        and documentation.” Discover the
increase their profitability as a        Sean M. Kruskol, CPA,                tools and confidence to effectively
component of providing your              CGMA, MAcc, CFE                      document employee interactions
normal accounting, audit, or tax         Principal, Cornerstone Research      and issues to prevent problems
services.                                                                     and, if necessary, enhance your
                                                                              litigation position.
Todd Shapiro
President and CEO,                                                            Jon Vegosen, JD
Illinois CPA Society                                                          Founding Member, Funkhouser
                                                                              Vegosen Liebman & Dunn Ltd.
Mary K. Fuller, CPA
Managing Partner, Shepard
Schwartz & Harris LLP
Joshua Lance, CPA, CGMA
Managing Director, Lance
CPA Group
Jeffery L. Mowery, CPA,
JD, LLM, CFP
Managing Partner, Mowery
& Schoenfeld
                                                                                                     = Remote Speaker

                                                                                                ICPAS SUMMIT21 | 14
Concurrent Educational

    Sessions
    8.25.21

1:50 PM - 2:40 PM                     3:30 PM - 4:20 PM                    3:30 PM - 4:20 PM

Next-Gen Transitioning:               Evaluating Going                     Driving Business
Building a Sustainable                Concern Issues                       Process Improvements
and Transferable Firm                 Dig into AICPA, FASB, and PCAOB      Explore the importance of aligning
                                      guidance on going concern issues.    business process improvement
Understand how to develop the         Discuss the role government will     initiatives with the overall strategic
next generation of CPAs to take on    play with consideration to the       objectives of the company.
the roles and responsibilities as     Paycheck Protection Program, the     Discuss 18 key drivers of value and
future firm owners. Explore ways to   Employee Retention Credit, and       performance and learn strategies
get started and leave with a game     Economic Injury Disaster Loans,      for implementing effective change
plan for creating a sustainable and   among others.                        management tactics.
transferable firm.
                                      Megan Angle, CPA                     Dan McMahon, CPA
Dan McMahon, CPA                      Partner, Porte Brown LLC             Managing Partner, Integrated
Managing Partner, Integrated                                               Growth Advisors
Growth Advisors

                                      3:30 PM - 4:20 PM
                                                                           3:30 PM - 4:20 PM
3:30 PM - 4:20 PM
                                      Preventing and
A Year in Tax for                     Investigating Sexual                 Harnessing
Exempt Organizations                  and Other                            Technology and
Take a deep dive into the updated     Harassment in a                      Remaining Relevant
guidance and final regulations of     #MeToo World                         in the Digital Age
the Tax Cuts and Jobs Act and
                                                                           2020 exposed inefficiencies and
other COVID-19-related legislation.   Understand what does, and does       limitations for many business
Learn about IRS compliance            not, constitute sexual and other     processes. Explore how executives
programs and initiatives and gain     harassment. Discover how to
insight into the newly updated                                             at forward-thinking organizations
                                      prevent and spot harassment and      quickly transitioned from manual
Form 990-T.                           why it is so important to do so      operations to digital systems. Hear
                                      quickly. Plus, learn strategies to
Rebekuh Eley, CPA, MST                                                     how they overcame common
                                      investigate and address harassment
Tax Partner, RSM US LLP                                                    objections like “we’re too small” or
                                      claims that protect both the         “we can’t afford it.” Plus, discover
Zachary Fortsch, CPA                  employees and the employer.          the tools needed for your own
Tax Partner, RSM US LLP               Jon Vegosen, JD                      digital transformation.
                                      Founding Member, Funkhouser          Ranga Bodla
                                      Vegosen Liebman & Dunn Ltd.          Vice President - Industry
                                                                           Marketing, Oracle NetSuite

  = Remote Speaker

15 | Illinois CPA Society
Concurrent Educational

                                                              Sessions                                8.25.21

                                                                                                 KEYNOTE
4:30 PM - 5:45 PM

When Was the Last Time You
Told a Really Good Story?
CPAs hold the keys to understanding the underlying economics of an entity and helping guide it towards
future productivity and sustainability. But are you conveying that information in a way that is simple enough
for everyone to grasp? Learn to use storytelling to unlock value and keep your organization agile enough to
navigate even the most turbulent of times.
Nykia Wright, MBA
CEO, Chicago Sun-Times

                                    REGISTER TODAY!

                                                                                                     = Remote Speaker

                                                                                                ICPAS SUMMIT21 | 16
By registering to attend this event in person, I agree to abide by each of the COVID-19 safety protocols that are in place for the event. I understand that failure to
comply may result in expulsion from the event with no refund. I acknowledge that my in-person attendance is voluntary, and I waive and release ICPAS from any
liability arising from the contraction of communicable diseases.

                                                                                                    REGISTRATION OPTIONS

          Code:             Date:                 Title:                                                                                                                    ICPAS M/NM:                                     Total:

          PC1               8/23                  Pre-SUMMIT Virtual Workshops - select session below
                                                  (Registration for the SUMMIT Session Pass is required)                                                                           $210                              $___________

          RB1               8/24-25               2-Day Session Pass                                                                                                          $355/$380                              $___________

PLEASE SELECT ONE. I will be attending SUMMIT21:                                                     IN-PERSON                   VIRTUALLY                             TOTAL ENCLOSED:                               $___________

                                                                                     PERSONAL INFORMATION AND PAYMENT

                                                                                                                                                                                   Member ID#:_____________(if applicable)

First Name: ____________________________________________________Last Name:_______________________________________________MI: __________

Company: __________________________________________________________________________________________________________Title: _______________________________________________________________________________________________________________________

Address: ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

City:__________________________________________________________State:________________ Zip:_______________________ - ______________________________

Phone: _______________________________________________________Fax: ________________________________________________________________________________________________________________________

Email: ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

METHOD OF PAYMENT:                           Check (Payable to Illinois CPA Society)                            Visa         MasterCard              Discover            Amex

Card Number:__________________________________________________________________________ Exp. Date: ___________________CVV:________

Cardholder Name: ________________________________________Signature: ______________________________________________________________

                                                  You must select your preferred sessions in order for your registration to be processed.

        Code: Time:                          Title:                                                                                              Field of Study:                                                       Credits:

                                                                                                  MONDAY, AUGUST 23, 2021
        005            PM
                  1:00 - 4:30     PM         Basic Trusts: Taxation of Trusts and Preparing Form 1041 (Virtual Only)                             4 Taxes                                                  4 CPE/3.25 CLE/4 CFP/4 EA
        006       1:00PM - 4:30PM            Practice Challenges in a COVID-19 World (Virtual Only)                                              4 Taxes                                                  4 CPE/3.25 CLE/4 CFP/4 EA

                                                                                                  TUESDAY, AUGUST 24, 2021
        100              AM
                  8:00 - 9:15       AM       Keynote: The State of the CPA Profession – Today and Tomorrow                                       1.5 Accounting                                                        1.5 CPE
        101       10:00AM - 10:50AM          Individual Tax Update                                                                               1 Taxes                                                    1 CPE/.75 CLE/1 CFP/1 EA
        102       10:00AM - 10:50AM          Attestation Engagements                                                                             1 Auditing                                                              1 CPE
        103              AM
                  10:00 - 10:50        AM    How Great Leaders Find Certainty in Uncertainty                                                     1 Personal Development                                                  1 CPE
        104       10:00AM - 10:50AM          How to Hire, Train, and Retain Top Talent                                                           1 Personnel/Human Resources                                             1 CPE
        105       10:00AM - 10:50AM          Establishing and Maintaining Fiduciary Relationships                                                1 Business Law                                                          1 CPE
        106             AM
                  11:00 - 11:50     AM       Business Tax Update                                                                                 1 Taxes                                                    1 CPE/.75 CLE/1 CFP/1 EA
        107       11:00AM - 11:50AM          Auditing Remotely                                                                                   1 Auditing                                                              1 CPE
        108       11:00AM - 11:50AM          Ethical Leadership: Principles and Practices                                                        1 Behavioral Ethics                                          1 CPE/1 Ethics/.75 CLE
        109       11:00AM - 11:50AM          Budgeting and Forecasting in Uncertain Times                                                        1 Finance                                                           1 CPE/1 CFP
        110             AM
                  11:00 - 11:50     AM       Sell Your Brain, Not Your Time: Subscription Pricing for Professionals                              1 Management Services                                                   1 CPE
        111       12:50PM - 1:40PM           Best Practices for Defending an IRS Exam: Practice Tips                                             1 Taxes                                                    1 CPE/.75 CLE/1 CFP/1 EA
        112       12:50PM - 1:40PM           FASB Update                                                                                         1 Accounting                                                            1 CPE
        113              PM
                  12:50 - 1:40     PM        How to Be a Networking Ninja in a Virtual Environment                                               1 Personal Development                                                  1 CPE
        114       12:50PM - 1:40PM           Balanced Scorecard and KPIs                                                                         1 Business Management & Organization                                    1 CPE

17 | Illinois CPA Society
Code: Time:                     Title:                                                                        Field of Study:                                    Credits:
                                                                      TUESDAY, AUGUST 24, 2021 CONTINUED
     115          PM
             12:50 - 1:40  PM        How to Manage and Run a Virtual Tax Season                                    1 Information Technology                            1 CPE
     116     1:50PM - 2:40PM         Tangible Property Repair Regulations                                          1 Taxes                                    1 CPE/.75 CLE/1 CFP/1 EA
     117     1:50PM - 2:40PM         Single Audit Update                                                           1 Auditing (Government/Yellow Book)          1 CPE/1 Yellow Book
     118     1:50PM - 2:40PM         How the ABCD of the Digital Age Impacts Corporate Ethics                      1 Behavioral Ethics                         1 CPE/1 Ethics/.75 CLE
     119     1:50PM - 2:40PM         Data Readiness Assessment Model: Is Your Organization Ready?                  1 Information Technology                            1 CPE
     120     1:50PM - 2:40PM         Navigating the Next 12 Months: Creating a Foundation for Enduring Success     1 Management Services                               1 CPE
     121     3:30PM - 4:20PM         Illinois and Beyond! Multi-State Tax Update                                   1 Taxes                                      1 CPE/.75 CLE/1 CFP
     122     3:30PM - 4:20PM         Fair Value Accounting: Impact on Financial Statements                         1 Accounting                                        1 CPE
     123     3:30PM - 4:20PM         Do You Have Executive Presence?                                               1 Personal Development                              1 CPE
     124         PM
             3:30 - 4:20   PM        Ten Tips for Small Business Employment Compliance                             1 Personnel/Human Resources                         1 CPE
     125     3:30PM - 4:20PM         AI and Machine Learning: The Impact on Accounting and Finance                 1 Information Technology                            1 CPE
     126     4:30PM - 5:45PM         Keynote: Transcending Technology:                                             1.5 Information Technology                         1.5 CPE
                                     Ensuring Relevance in an Automated World

                                                                              WEDNESDAY, AUGUST 25, 2021
     200          AM
             8:00 - 9:15     AM      Keynote: Eyeing Our Economy                                                   1.5 Economics                                  1.5 CPE/1.5 CFP
     201     10:00AM - 10:50AM       Nuts and Bolts of Cryptocurrency Taxation                                     1 Taxes                                    1 CPE/.75 CLE/1 CFP/1 EA
     202     10:00AM - 10:50AM       2021 Auditing Update                                                          1 Auditing                                          1 CPE
     203          AM
             10:00 - 10:50      AM   Not-for-Profit Corporate Governance                                           1 Business Management & Organization            1 CPE/.75 CLE
     204     10:00AM - 10:50AM       One Simple Question to Spark Innovation and Growth                            1 Management Services                               1 CPE
     205     10:00AM - 10:50AM       Technology Solutions for the Modern Workplace                                 1 Information Technology                            1 CPE
     206     11:00AM - 11:50AM       Transfer Pricing After Tax Reform                                             1 Taxes                                    1 CPE/.75 CLE/1 CFP/1 EA
     207     11:00AM - 11:50AM       Get Ready for the Lease Standard                                              1 Accounting                                        1 CPE
     208     11:00AM - 11:50AM       Mission Critical Leadership: How Smart Managers Lead Well in All Directions   1 Personal Development                              1 CPE
     209          AM
             11:00 - 11:50  AM       Advanced Strategies for Health Savings Accounts                               1 Specialized Knowledge                             1 CPE
     210     11:00AM - 11:50AM       RPA: Implementation Best Practices                                            1 Information Technology                            1 CPE
     211     12:50PM - 1:40PM        Flow-Through Hot Topics                                                       1 Taxes                                    1 CPE/.75 CLE/1 CFP/1 EA
     212     12:50PM - 1:40PM        Digital Asset Accounting                                                      .5 Accounting, .5 Information Technology            1 CPE
     213     12:50PM - 1:40PM        Managing the Risks and Ethical Responsibilities of Benefit                    1 Behavioral Ethics                         1 CPE/1 Ethics/.75 CLE
                                     Plan Fraud in a COVID-19 Environment
     214     12:50PM - 1:40PM        Gender Parity in the Time of COVID                                            1 Personal Development                              1 CPE
     215     12:50PM - 1:40PM        Be More Valuable to Your Clients                                              1 Management Services                               1 CPE
     216         PM
             1:50 - 2:40  PM         Research and Development Tax Credit Fundamentals                              1 Taxes                                    1 CPE/.75 CLE/1 CFP/1 EA
     217     1:50PM - 2:40PM         Audit Documentation: Quality and the Questioning Mind                         1 Auditing                                          1 CPE
     218     1:50PM - 2:40PM         Bye-Bye Bias: The Ethics of Creating a Bias-Free Workplace                    1 Behavioral Ethics                         1 CPE/1 Ethics/.75 CLE
     219     1:50PM - 2:40PM         Helping You Be A Better Manager: The Importance of Documentation              1 Business Management & Organization                1 CPE
     220     1:50PM - 2:40PM         Next-Gen Transitioning: Building a Sustainable and Transferable Firm          1 Management Services                               1 CPE
     221         PM
             3:30 - 4:20   PM        A Year in Tax for Exempt Organizations                                        1 Taxes                                    1 CPE/.75 CLE/1 CFP/1 EA
     222     3:30PM - 4:20PM         Evaluating Going Concern Issues                                               .5 Accounting, .5 Auditing                          1 CPE
     223     3:30PM - 4:20PM         Preventing and Investigating Sexual and Other Harassment in a #MeToo World 1 Personal Development, 1 Sexual Harassment 1 CPE/1 SHPT/.75 CLE
     224     3:30PM - 4:20PM         Driving Business Process Improvements                                         1 Management Services                               1 CPE
     225     3:30PM - 4:20PM         Harnessing Technology and Remaining Relevant in the Digital Age               1 Information Technology                            1 CPE
     226          PM
             4:30 - 5:45     PM      Keynote: When Was the Last Time You Told a Really Good Story?                 1.5 Personal Development                           1.5 CPE

                                                            REGISTRATION INFORMATION (PRE-REGISTER TODAY!)

Pre-Registration Process:                                                                                   WEBSITE: www.icpas.org/summit
• Upon registering for ICPAS SUMMIT21, attendees will receive an
                                                                                                                 FAX: Both pages with credit card information to 312.993.9432
  email confirmation.
• Starting August 16, 2021, all registered attendees will receive access to the                                MAIL: Both pages with check or credit card information to
  SUMMIT21 Portal. From here, attendees will be able to begin to talk with                                           Illinois CPA Society, Attention Member Services
  exhibitors, and become familiar with the platform.                                                                 550 W. Jackson Blvd., Suite 900, Chicago, IL 60661-5742
• All attendees will receive an email the week prior to ICPAS SUMMIT21 that
  will include helpful hints, tips and event details.
• In-person attendees will pick up their badge on-site the day of the event at                        If you have questions, or changes to your schedule, please call Member Services
  the registration booth.                                                                             at 800.993.0407, option 4. No refunds will be given. Substitutions are permitted.

                                                                                                                                                                  ICPAS SUMMIT21 | 18
In-Person and Virtual Options Available!
                         Virtual option includes all keynote and track sessions!

                                                                              August 24-25, 2021
                                                                                Donald E. Stephens Convention Center
                                                                                          Rosemont, Illinois

SUMMIT21 is a great way to get your CPE hours before the September 30, 2021 Reporting Year deadline!
                       Reminder, Illinois CPAs need 120 hours of CPE to renew their license.

 THANK YOU TO OUR ICPAS SUMMIT21 EXHIBITORS AND SPONSORS:
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