SUIT UP We're back! - Michigan Association of CPAs
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SUITWUP
e re back! ’
Conversations. Camaraderie. Career-building.
Small Firm Practitioners Conference
August 17 & 18
Soaring Eagle Casino & Resort, Mount Pleasant
(That’s right - we’ll BE there)
Gold Sponsor:
MIIC
M CHHIIG
GA NA
AN AS
S S O C I AT I O N O F
CERTIFIED PUBLIC ACCOUNTANTS
CERTIFIED
Suit UpWe’re back! Small Firm Practitioners Conference August 17 & 18 | Soaring Eagle Casino & Resort Get ready to meet for some quality peer-to-peer networking and dialogue in-real-life! Our objective: to bring you together to discuss your biggest challenges and successes and, of course, make those connections so vital to this business. We’ve all been waiting to get back together so – suit up practitioners! Looking for extra flexibility? You can attend the conference virtually, too. CUSTOMIZE YOUR DAY WITH: > OUR TRADITIONAL SESSIONS the same session format you know and love. (Available to both in-person and virtual conference attendees.) > OUR INTERACTIVE SESSIONS focused on group dialogue and interactions. (Only available to in-person conference attendees.) PROGRAM OUTLINE & DETAILS: Course Code: 116974 Registration: 8:00 A.M. Start Time: 8:30 A.M. Adjournment: 5:30 P.M. Simulcast Option Course Code: 125199 $369 MICPA MEMBERS $519 NON-MEMBERS MICPA.ORG/SMALLFIRM21 REGISTER BY JULY 20 TO TAKE ADVANTAGE OF THE BEST PRICE! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
KEYNOTE PRESENTATIONS
AUGUST 17 | 8:40 A.M. – 9:30 A.M.
MICPA: SUPPORT THROUGH DISRUPTION & BEYOND
After a challenging and transformative year, discover
how the association is providing support and revitalizing
its commitment to advocacy, collaboration and
education for the next 120 years.
Bob Doyle – President & CEO, Michigan Association of CPAs, Troy
AUGUST 17 | 11:40 A.M. – 12:30 P.M.
MASTERING YOUR MESSAGE
Communication in-person, virtually, with clients,
colleagues or family is too critical to neglect so identify
your communication style and ways to become more
productive when working with others.
Paula Tutman – Multi-Emmy Winning Journalist and
Communications Facilitator, Detroit
AUGUST 18 | 8:40 A.M. – 9:30 A.M.
ADAPT & THRIVE
Time to discover what other small firms are saying
around the country, what clients really want from
their CPA, assess top practice issues and ways to
be future ready.
Carl Peterson, CPA, CGMA – VP - Small Firm Interests - Public
Accounting, AICPA, Durham, NCAUGUST 17 AGENDA
OPTIONAL EARLY BIRD ETHICS Experience Exchange Workshops:
7:30 A.M. – 8:20 A.M. Bring your best ideas, experiences
Ethical Considerations in Record and questions to swap with peers
Retention: Should I Keep or Should and other professionals during this
I Throw? ^ moderated event. Topics include:
Raymond T. Rowe, CPA, JD – Attorney, • Practice Adjustments for 2020 & 2021…
Raymond T. Rowe, PC, Troy What Did You Do Differently?
• When Is It Time to Get Rid of That
8:40 A.M. – 9:30 A.M. Client? – Client Disengagement
Keynote Presentation. See description • HR Issues – Hiring, Firing and Diversity
on other side.
2:30 P.M. - 3:20 P.M.
BREAKOUT SESSIONS: On the Menu: Company Coverage
9:40 A.M. - 10:30 A.M. Jonathan D. Anibal, CPA – President
Federal Tax: During/Post Pandemic and Owner, Boston Charter, Inc.,
(Double Session) ≈θ Waterford
Douglas J. Van Der Aa, JD – Self Has Retirement Planning Really
Employed, Byron Center Changed?≈
Networking: The Small Practitioner Louis J. Melone, CFP® – Author, Unpack
Launch Pad Your Financial Baggage and Managing
Denise Roberts – President, Sales Member, Melon Private Wealth, Auburn
Partners, Troy Hills
10:40 A.M. - 11:30 A.M. 3:30 P.M. - 4:20 P.M.
Federal Tax: During/Post Pandemic The Next Step: Firm Transitions
(Session Cont.) ≈θ Trenton Holmes – Business Broker,
Douglas J. Van Der Aa, JD – Self Accounting Practice Sales, Texas
Employed, Byron Center Brief Case Session: The Best Defense is
Providing Assurance Services to a Good Offense*
Cannabis Companies in Michigan* Karl F. Haiser, Jr., CPA, CFE, CIA –
Andrew Brisbo – Executive Director, Principal, Karl Haiser CPA PC, Grand
Marijuana Regulatory Agency, State of Blanc
Michigan Wilmar Suan, CPA – President, Suan
Kareyna L. Miller, CPA – Founder & and Company, Grand Blanc
President, LEACIF, Otter Lake
Christopher M. Rosmarin, CPA – 4:30 P.M. - 5:20 P.M.
Principal, Rehmann, Grand Rapids Fight Over the Remote?
Moderator: Rachel Reardon – Speaker to be announced
Government Relations Leader,
Michigan Association of CPAs, Troy Starting Up and Taking Off Panel
Discussion
11:40 A.M. – 12:30 P.M. Matthew Kidd, CPA – Partner, Blunden
& Kidd Accounting & Consulting PC,
Keynote Presentation. See description Livonia
on other side.
Christine Peters, CPA – Tax Manager,
Partyka & Company PC, Warren
1:30 P.M. - 2:20 P.M. Sara Sisung, CPA – Shareholder, Cain &
The Quality Approach: Increasing Sisung CPAs, PC, Mount Pleasant
Revenue with Fewer Clients Moderator: Patricia Burke, CPA, CGMA
William Hamilton – Co-founder, – President, McLellan & Strohm PC,
SmartPath.co, Irvine, CA Three Rivers
5:45 P.M. - 6:30 P.M.
Evening Reception & Meet with SponsorsAUGUST 18 AGENDA
1:40 P.M. - 2:30 P.M.
OPTIONAL EARLY BIRD SESSION
“Asking for a Friend”...Recent Ethics
7:30 A.M. – 8:20 A.M. Inquiries^
A Representative from CPA.com Gary Leeman, CPA/ABV/CFF, CGMA,
CMC – Gary Leeman CPA, PC, West
8:40 A.M. – 9:30 A.M. Bloomfield
Keynote Presentation. See description
on other side. A Peer Review Panel*
Joseph C. Heffernan, CPA – Retired
BREAKOUT SESSIONS: Partner, Governmental Practice, Plante
Moran, PLLC, Southfield
9:40 A.M. - 10:30 A.M.
Karen L. Welch, CPA – Audit Partner,
CPR Ready: Compilation, Preparation, Edwards Ellis & Associates, PC, Troy
and Review*
Moderator: Peggy Jury, CPA, CGMA
Michael Brand – Member, BMSS,
– Peer Review CPA on Staff, Michigan
Huntsville, AL
Association of CPAs, Troy
Into the Nexus: An Economic Presence
Q&A 2:40 P.M. - 3:30 P.M.
David Barrons, CPA – Sole Practitioner, Cybersecurity & the Savvy
Barrons State Tax, Rockford Practitioner
Sam Hodges, CPA, CGMA – Principal, Kevin Wilson, CISSP – Project Engineer,
Hodges Accounting & Advisory Dynamic Edge, Ann Arbor
Services, Southfield
Moderator: Shawn Flattery, CPA Be Aware or Beware: Drivers of Large
– Executive Officer & Co-Founder, Accounting Malpractice Claims*
Integrated Financial Group, Sterling Sarah Ference, CPA – Risk Control
Heights Director, Professional Services, CNA
Insurance Company, Chicago, IL
10:40 A.M. - 11:30 A.M.
The BV LTE* 3:40 P.M. - 4:30 P.M.
Michelle F. Gallagher, CPA/ABV/CFF – Remote Assurance Services*
Strategic Partner, Adamy Valuation, Alan W. Anderson, CPA – President,
Lansing ACCOUNT-ability Plus, LLC, Burnsville,
MN
ARPA, PPP & New Tax Plan- Ready, Set-
Discuss! ≈θ Brief Case Session: HR for Small
Leon C. LaBrecque, CPA, JD, CFA, CFP – Business Post Pandemic
Chief Growth Officer, Sequoia Financial Gabriel Wordell, MBA, PHR – Senior
Group, Troy Solutions Consultant, Workday, Detroit
James N. Lopiccolo, CPA, CGMA –
Founder and Member, Capocore 4:40 P.M. - 5:30 P.M.
Professional Advisors, Lake Orion
The Taxing Implications of Leases
Robert J. Weins, CPA, JD – Managing Speaker to be announced
Member, Insights3, Detroit
Know Your Worth
11:50 A.M. - 12:40 P.M. James N. Lopiccolo, CPA, CGMA –
Technology Trends for 2021 & Beyond Founder and Member, Capocore
Professional Advisors, Lake Orion
Speaker to be announced
Experience Exchange Workshops: * Qualifies for Accounting & Auditing Hours
Bring your best ideas, experiences ^ Qualifies for Ethics Hours
and questions to swap with peers ≈ CFP Credits pending approval
and other professionals during this
θ Qualifies for EA credits
moderated event. Topics include:
• Post COVID and Remote Work Issues
• Alternative Revenue Streams &
Dealing with Competition OUR TRADITIONAL SESSIONS
• Non-Traditional Marketing OUR INTERACTIVE SESSIONS
MICPA.ORG/SMALLFIRM21Michigan Association of CPAs
888 W. Big Beaver | Ste. 550 | Troy MI 48084
www.micpa.org
Email: micpa@micpa.org
248.267.3700 | Toll-Free in Michigan: 855.594.4273
SmraacltiltioFnierrms Conference
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CONVERSATIONS. CAMARADERIE. CAREER-BUILDING.
Get ready to meet for some quality peer-to-peer networking
and dialogue at our first in-person event in 16 months!
Connections are vital to this business so don’t miss this chance
to create them.
Looking for extra flexibility? You can attend the
conference virtually, too.
REGISTER TODAY!
MICPA.ORG/SMALLFIRM21You can also read
