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Wednesday, May 22  |  8:00 -  9:30

A. Market Disruption: Where Innovation and Negotiation Intersect
Scott Wayne, Envoy
Field of study: Business Management & Organization – Non-technical
What do the best innovators and negotiators have in common? They recognize patterns, and breaks in patterns, they evaluate threats and opportunities from multiple perspectives, they observe behaviors rather than survey behaviors, and they model choices and build interventions to redirect those choices.
Scott Wayne, a former diplomat and managing partner of one of the world's leading Market Intelligence firms, distinguishes between product innovation (the creation of new products) and market innovation (the creation of new markets) and examines the role that negotiation techniques play in each.
See how companies have mapped customer and clients lives to identify opportunities to create new products and services and to guide customers to shift spending from an old market to the new market.  We’ll look at well known examples such as ride share or low cost airlines, but also to share current research that Scott is working on that sheds light on how customers and clients are shifting and how we can respond.
Focus is placed on how B2B client lives are changing and how if we map their worlds we can identify ways in which to improve and innovate the services we provide

Wednesday, May 22  |  9:50 - 11:30

B1. PDF Tools for Productivity
Val Steed, CPA, CITP, MAcc
Field of study: Computer Software and Applications – Non-technical (2)
Stop struggling with PDFs! Adobe Acrobat provides access to many features which make working with PDFs a breeze.  Attend this session and learn how you can use these features for improved efficiency and data security. More specifically, you will learn about PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, and securing PDF documents. Importantly, mastering these tools will help you to work more effectively and efficiently with PDF documents.  Join us in this very timely program where you will learn the top features necessary to optimize your PDF documents.

B2. They Want Us to Do What? A FASB Update 
Leah Donti, CPA (Canada), CMA, MBA
Field of study: Accounting – Technical (2)
2019 is proving to be another busy year for FASB. This presentation delves into the hot issues facing private and public companies.  Topics covered include: FASB Accounting Standards Updates effective in 2019, Recent Developments on the new Lease standard, fair value measurement changes, and changes to related party guidance for variable interest entities. 

B3. Ethics: 50 Shades of Gray
Peter Margaritis, CPA, CGMA, MAc
Field of study: Behavioral Ethics – Non-technical (2)

Ethics should be a black and white issue. However, if you ask most CPAs, they would say ethics is a very gray area. Why is this? It seems like at least once a month there is an article written in the Wall Street Journal about someone committing fraud to big corporations failing in their corporate governance responsibilities. We discuss real-world cases such as Wells Fargo, Theranos, and the most current case of ethics violations in the news.

B4. The 7 Principles of Fierce Conversations
Amy Stumme, CPCC
Field of study: Personal Development – Non-technical (2)
“Our work, our relationships, and our lives succeed or fail one conversation at a time. While no single conversation is guaranteed to transform a company, a relationship, or a life, any single conversation can.” Susan Scott, Fierce Conversations. In this session, learn how to apply the 7 principles of Fierce Conversations to elevate your conversations and relationships.

B5. Employee Benefit Trends: What Appeals to Different Generations
Larry Morgan, MA, SPHR, SHRM-SCP, GPHR
Field of study: Personnel/Human Resources – Non-technical (2 )
With a tight labor force and millennials comprising nearly 30 percent of the workforce, employers are struggling to find the right mix of benefits to please employees of varying generations.  Whether you’re looking to appeal to new graduates, returning retirees or anyone in between, there are many benefit options out there to help you attract and retain top staff.  Explore current benefit trends, new alternatives and ways to promote benefits as part of your employee value proposition.  Learn about different generational needs, interests and motivations while finding cost effective options.

Wednesday, May 22  |  12:20 - 2:00

C1. Excel Power Query – Ten Things You Need to Know
Val Steed, CPA, CITP, MAcc
Field of study: Computer Software and Applications – Non-technical (2)
Microsoft has updated Excel's Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session, learn ten things every Power Query user should know to make it easier to create powerful reports in less time from any data source.

C2. Rolling Forecasts: Best Practices and Implementation
Leah Donti, CPA (Canada), CMA, MBA

Field of study:  Finance – Technical (2)Traditional budgeting is obsolete. The rolling forecast is the future. This session focuses on implementation and best practices of the rolling forecast.  Topics covered include: key steps in implementing a rolling forecast, common pitfalls to avoid and how to convince management to adopt the continuous rolling forecast.

C3. Value of Collaboration – The Art of Relationship Management
Peter Margaritis, CPA, CGMA, MAc
Field of study: Communications and Marketing – Non-technical (2)
CPAs are in the people business first and everything else is a bi-product.  The better we serve our employers and customers, the better we help solve their business challenges, and the more likely your company will be successful. Effective communication, emotional intelligence awareness, and stronger leadership skills are important aspects that can increase your firm’s transparency. Becoming a better communicator starts with active listening, asking probing questions and parking your agenda. Emotional intelligence is the awareness of your emotions and other people’s emotions and using this information to guide your thinking and behavior. Becoming a better leader has nothing to do with your title. Effective leadership is the positive effect that you have on another person, no matter what their title.

C4. Facilitation as a Core Leadership Competency
Amy Stumme, CPCC
Field of study: Personal Development – Non-technical (2)
Today’s leaders need to manage constant change. There are urgent problems and issues we need to solve in our organizations. Managers are expected to facilitate collaborative processes that elicit ownership by generating active participation and empowering people to take charge. One of the most important sets of skills for leaders are facilitation skills. These are the “process” skills we use to guide and direct key parts of our organizing work with groups of people. Whether it’s a meeting (big or small) or a training session, someone has to shape and guide the process of working together so that you build consensus, engage your staff and accomplish your goals. While a group of people might set the agenda and figure out the goals, one person needs to concentrate on how you are going to move through your agenda and meet those goals effectively. This is the person we call the “facilitator.”

C5. Me, Too! Concerns for Employers with Harassment and Bullying
Larry Morgan, MA, SPHR, SHRM-SCP, GPHR
Field of study: Business Law - Technical (2)
The #MeToo movement has inspired employers to take a renewed interest in eliminating harassment and bullying in the workplace. However, doing this effectively means knowing what behaviors are – and aren’t – appropriate at work. In this timely session, learn what is meant by “acceptable conduct”, how to build effective policies and processes around it and what to do when employees cross the line. Hear new guidance from the Equal Employment Opportunity Commission on how to conduct effective training and what preventive measures you can take. Plus, make sure you understand how to investigate and properly document when bad behavior occurs.

Wednesday, May 22  |  2:10 - 3:25

D1. Sales Tax Compliance in a Post-Wayfair World
Val Steed, CPA, CITP, MAcc
Field of study: Tax - Technical (1.5)
The Supreme Court's Wayfair decision changes the game with respect to sales tax compliance. Now, many states are rushing to implement laws requiring even small businesses to charge, collect, and remit sales taxes on transactions that cross state lines. As a result, sales tax compliance just became infinitely more complex and many businesses could be looking at substantial fines and penalties for not complying. In this session, learn about your new compliance requirements and about tools that you can use to meet these requirements.

D2. Self-Perception, Misconception
Daniel Shannon
Field of study: Personal Development – Non-technical (1.5)
“Self-Perception, Misconception” gives everyone a stronger sense of self and an understanding for why it is important to be deliberate about defining their personal and professional brand.  Participants will ask and answer several questions about themselves to determine the healthy as well as unhealthy characteristics and habits that have been developed over time.  Ultimately, this program identifies the connection between perception-management and performance management, leading participants to be more critical when adopting certain behaviors and attitudes at work and in their lives.

D3. How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants
Peter Margaritis, CPA, CGMA, MAc
Field of study: Communications and Marketing – Non-technical (1.5)
Do your business associates have difficulty understanding the financials? Are they making decisions without comprehending the financial impact of their actions? Do they frequently smother in detail and crave for knowledge? This program is loaded with practical ideas and techniques to help associates and clients make better business decisions. Financial Information is one of management’s most useful tools, yet far too many non-accountants are unable to read financial reports and use this information to enhance performance. This session is especially beneficial with today’s emphasis upon Teambuilding, Total Quality Management, and Employee Involvement, where responsibility, authority, and decision-making are shifting to lower organization levels.

D4. Developing Resilience to Manage Stress
Amy Stumme, CPCC
Field of study: Personal Development – Non-technical (1.5 )
My favorite definition of resiliency is the ability to struggle well.  In this session, learn how to increase our resiliency by learning three skills: Realistic optimism, Accurate & flexible thinking / Avoiding thinking traps and Emotional awareness & regulation

D5. HR Compliance Update
Larry Morgan, MA, SPHR, GPHR
Field of study: Personnel/Human Resources – Non-technical (1.5)
This update covers navigating the new human resource, National Labor Relations Board and Department of Labor Laws including union elections, social media, required handbook edits and discrimination training issues.  Topics will include FLSA, FLMA, ADAAA, fiduciary role changes, NLRB decisions and changes to the Affordable Care Act that affect employers.

Wednesday, May 22  |  3:45 – 4:35

E. A Different Kind of Different
Daniel Shannon
Field of study: Personal Development – Non-technical (1)
“A Different Kind of Different” will take an unconventional approach to diversity, not only speaking to its traditional definitions, but also addressing the growing need to alleviate costly generational disconnects in a multi-generational workforce and market.  In addition to bridging generational gaps, Daniel will highlight prominent differences among us that influence the decisions we make from day to day and the allocation of our resources. Daniel Shannon is first and foremost a visionary.  Vision has been the guiding component for success in his life.  Daniel imparts lessons from his experiences; traveling the globe, competing with and against some of the world’s most talented athletes as well as his time as a leader in Corporate America, to create this insightful and entertaining presentation.  

Thursday, May 23  |  8:00 - 9:40

F. Deadliest Catch: Don’t Be Another Fish in The Dark ‘Net
Mark Lanterman, Computer Forensic Services
Field of study: Information Technology – Technical (2)
You’ve read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. Perhaps surprisingly, organizations are not immune to these attacks. In fact, organizations of all sizes are at increased risk for security breaches. To inform the attendees of current developments in the digital underground as well as provide realistic advice for cyber protection, Mark Lanterman discusses recent high profile cyber-crime events, including breaches impacting retailers, banks, and government agencies. Mark also discusses particularly dangerous types of threats that might affect us such as phishing, data breaches, the Dark Web and the Internet of Things.

Thursday, May 23  |  10:00-11:40

G1. Excel’s Best New Features
Thomas Stephens, Jr., CPA.CITP, CGMA
Field of study: Computer Software & Applications – Non-technical (2)With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of Excel. For those who know about these new features and how to apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel's best new features to work right away!

G2. How to Create and Maintain an Ethics-Based Business Environment
John Hall, CPA
Field of study: Behavioral Ethics – Non-technical (2)
Learn how to translate ethics policies into real everyday business behaviors. You’ll come away with actionable ideas to strengthen your own or your client’s ethical business environment. Topics include: (1) How to align the tone at the top, middle and bottom of the organization chart (2) Why managers and employees need real guidance on ethical questions – and how to provide it when it’s needed (3) 10 Question Assessment: how does your organization stack up (4) How to make your reporting hotlines come alive and be trusted by all (5) How to blend ethical practices right into existing quality control behaviors – so there’s no extra work involved.

G3. Business Tax Update
Mark Sellner, CPA and Andrew Seifert, CPA
Field of study: Tax – Technical (2)
The Tax Cuts and Jobs Act (TCJA) has been in place for more than a year, and a clear picture of the business tax changes and issues is still developing. This session provides an update on federal and state tax issues affecting middle-market, privately-held businesses. Tax planning opportunities are discussed. 

G4. Every Day Leadership Skills That Produce REAL Results
Liz Uram
Field of study: Personal Development – Non-technical (2)
This program is designed to give managers practical strategies they can implement on an everyday basis to get the most out of their team and produce real results. Most managers have good intentions but sometimes their good intentions have unintentional consequences that leave them scratching their heads wondering how they ended up with a demotivated team. If this continues, productivity suffers, quality decreases, deadlines are missed, and costs increase. These certain effects can be avoided with an understanding of what caused it and why.  Every day leadership is focused on helping managers create an environment where everyone is doing their best and focusing on achieving the goals of the team.

G5. Social Media Basics in Business
Michael Quinn
Field of study: Computer Software& Applications – Non-technical (2)
Stop wasting time and start maximizing revenue. Your online presence doesn’t start and end with social media. In this presentation, digital marketing pro Michael Quinn will show you how to integrate social media into your overall marketing plans - including content, website, and search engine marketing.
Learn how to use content as a way to guide prospects down the path to becoming customers and raving fans, with social media as the vehicle. This presentation is designed to help you avoid social media pitfalls and get the right message in front of the right people at the right time. Social networks discussed include, but are not limited to, YouTube, Facebook, and LinkedIn.

Thursday, May 23  |  12:30-1:45

H1. Personal Privacy
Thomas Stephens, Jr., CPA.CITP, CGMA
Field of study: Information Technology – Technical (1.5)
With much of our personal information collected and stored by others - sometimes without us even knowing about it - what can we do to help protect our privacy?  Personal privacy is one of the biggest concerns of many individuals and organizations. Therefore, we should consider the implications of personal privacy at both levels. Take part in this session and learn valuable techniques that can help you identify what elements of your personal information are at risk. Perhaps more importantly, you learn what you can do to get back in control.

H2. Financial Statement Fraud: Issues, Exposures & Answers
John Hall, CPA
Field of study: Accounting – Technical (1.5)
Financial statement fraud led to one of the greatest financial crises in the U.S. In this session, learn what can go wrong, what it looks like, and what you can do about it. Tips for prevention, quick detection and efficient response will be provided, including action steps managers and auditors can use immediately on the job.

H3. How to Manage an Outsourced Tax Function
Mark Sellner, CPA and Andrew Seifert, CPA
Field of study: Tax – Technical (1.5)
Many middle-market, privately-owned businesses outsource their business tax function rather than staff it internally. This interactive session addresses what it takes to manage an outsourced tax function from both a member in industry and an outside service provider perspective. The costs and benefits of outsourcing income tax, sales tax and property tax functions is discussed. 

H4. Communicate Like a Boss Without Being Bossy
Liz Uram
Field of study: Personal Development – Non-technical (1.5)
Effective communication starts with confidence.  Confident communicators have a toolbox full of tools to pull from to get the job done right with less conflict and less stress. Studies show that leaders who communicate well are more likely to be happy, gain the respect of others, and have more time.  Take charge of your future by learning which communication tools other top leaders use that have the biggest impact on you and the people around you.
In this session, you will walk away with strategies that will help you:
·  Use assertiveness and be seen by others as confident, not a doormat or bossy
· Shift your perspective on how to deal with difficult people
· Enlist the help of others to get more done in less time
· Understand what motivates others to want to work with you

Sponsored Session

H5. The 123’s of Financing
Dakota Business Lending
Field of study: Finance – Technical (1.5)
Is your business growing or expanding and needing a loan to fund these activities?  We’ll get into the details of different types of financing available, the types of information needed when applying for financing, what lenders look for and common gotcha’s from the lender’s perspective. 

Thursday, May 23  |  1:55-3:10

I1. Power BI – Better Reporting the Easy Way
Thomas Stephens, Jr., CPA.CITP, CGMA
Field of study: Computer Software and Applications – Non-technical (1.5)
Despite the widespread deployment of spreadsheets, for many professionals these tools simply do not do an adequate job of facilitating financial and operational reporting. This is where Power BI comes into play. Created specifically to deliver real-time business intelligence, Power BI Desktop and Power BI Pro allow you to connect quickly to and summarize your financial and operational data. Moreover, these tools allow you to create stunning, dashboard-based visualizations of that data that you can share easily with other users. Further, if you need to access your Power BI reports and dashboards from your mobile device, well, there’s a free app that lets you do that too! Join this session to see how the Power BI tools can truly revolutionize your reporting practices.

I2. How to Manage Fraud Risks in Procurement & Contracting
John Hall, CPA
Field of study: Accounting – Technical (1.5)
Learn the fraud risks inherent in procurement and contracting, and get solutions for guarding your organization against the costs and other negative consequences of procurement misconduct and fraud. Case examples highlight what can go wrong and what you can do about it in your own organization.

I3. Individual Tax Update
Mark Sellner, CPA and Andrew Seifert, CPA
Field of study: Tax – Technical (1.5)
An understanding of individual tax changes and issues is important for members in industry, both for their business owners and investors as well as for themselves. This session provides an update on federal and state tax issues affecting middle-market, privately-held business owners and investors. Tax planning opportunities are discussed. 

I4. The Power of Personal Leadership: 7 Keys to Go From Ordinary To Extraordinary
Liz Uram
Field of study: Personal Development – Non-technical (1.5)
Do you ever wonder why some people are successful while others stall out and never reach their potential?  Success is an Inside Job! What you say, what you do, and what you believe about yourself and others has a direct impact on your professional growth. Without even realizing it you can create your own glass ceilings that stop you from achieving the success you’re capable of and leave you wondering why you aren’t progressing.  Supported by inspiring stories of ordinary people who achieved extraordinary success, the presentation outlines 7 principles of success and how anyone can apply them.

I5. Microsoft OneNote
Ed Cronin
Field of study: Computer Software & Applications

In our fast-paced digital world, the need to capture ideas, meeting notes, and to-do items is ever present. Microsoft® Office OneNote® 2016 provides a way for you to efficiently create and collect your notes in an electronic notebook. This presentation will introduce you to using OneNote notebooks to store a wide variety of content in an organized structure, access the content from anywhere, and also share it with others. Additionally, learning how OneNote and the other applications in the suite are integrated increases your productivity with Microsoft Office.

Thursday, May 23  |  3:30 - 4:20

J. Embrace the Shake: Transforming Limitations into Opportunities
Phil Hansen
Field of study:Personal Development – Non-technical (1)
Success, especially in today’s fast-changing business environment, depends on our ability to make creativity and innovation a continuous process. Leaders want to know how their teams can rise above any challenge and succeed no matter what comes their way. Whether it’s to embrace change, overcome obstacles, sustain growth, or take your success to the next level, they want to “Embrace the Shake”.The term “Embrace the Shake” is coined from Artist Phil Hansen’s personal story of transformation. After developing a career-ending tremor in his drawing hand, Phil embraced his “shake” both physically and metaphorically by redefining his limitation as an impetus for creativity. Phil not only restored his artistic abilities, he became a much more creative and innovative artist than ever before. Upon sharing his message on the TED stage and millions subsequently after, “Embrace the Shake” has become a motto for many businesses to approach their limitations in a new way.Phil’s powerful message of finding creativity within limitations will inspire you to stop looking on the outside, and start looking inside yourself for resources that can transform your challenges into opportunities for success. And like Phil’s art, “Embrace the shake” isn’t just a talk, it’s an experience! Through jaw-dropping visuals and LIVE interactive art, get ready to break preconceived assumptions, activate your creative capacity, and bring fresh ways of viewing the task at hand that will culminate with success.

Are you ready to Embrace your Shake?

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