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Date:
June 18, 2024

Time: 
8:30 a.m.–4:30 p.m. ET

Location: 
INCPAS Learning Center, Indianapolis and Virtual Live

CPE:
8 hours (includes up to 1 hour of A&A and/or 1 hour of Ethics)

 

 


 

Modernizing the Finance Role

The majority of U.S. finance leaders are increasing their investments in AI, technology and recruiting/retention this year. Learn more about the new tools available and practical ways to apply them at your own organization for long-term success and sustainability.

In-Person Registration
Virtual Registration

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8:30–9:30 a.m. General Session

Artificial Intelligence & Its Impact on Business: Insights & Stories

Dave Caldwell, Leaf Software Solutions

Artificial Intelligence (AI) profoundly impacts businesses and transforming companies. As a powerful tool, AI enhances operations, improves customer experiences, and drives growth. These exciting times invite exploration and understanding of AI’s impact on reshaping business institutions today and in the future. Join us as we pierce the AI veil to gain greater insight into the journey ahead.

9:30–9:40 a.m. Networking Break

It's time to network with colleagues and visit sponsor tables.

9:40–10:40 a.m. General Session

Risky Business: The Modern Audit Mindset (A&A Update)

Chris Harper, CPA, MBA, Grand Valley State University

Although risk assessment has been a hallmark of assurance engagements, today’s auditor needs a new mindset to address risk-centric themes that permeate many recent Statements of Auditing Standards. This session offers an overview of SAS 145, the landmark guidance that promises to bolster audit quality by improving risk assessment. We will also explore risk-related themes found in SAS numbers 142, 143, and 146. Our discussion will help auditors understand new responsibilities while highlighting opportunities for enhancing engagement efficiency.

10:40–10:50 a.m. Networking Break

It's time to network with colleagues and visit sponsor tables.

10:50 a.m.–12:05 p.m. General Session

Understanding Total Rewards by Generation: Tailoring Compensation & Benefits for a Multigenerational Workforce

Paul Ashley, CEBS, NFP

Today's workplaces are more diverse than ever, comprising multiple generations with distinct preferences, values, and expectations. To succeed in this dynamic environment, HR professionals and business leaders must tailor their total rewards strategies to cater to each generation. This presentation delves into the intriguing convergence of total rewards and generational disparities, offering practical insights for organizations seeking to fine-tune their compensation and benefits packages.

12:05–12:45 p.m. Lunch

It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.

12:45–1:55 p.m. General Session

Political Landscape

Lou Belch, The Corydon Group

Please join this session to learn more about Indiana's governmental affairs and how they could affect you.

1:55–2:05 p.m. Networking Break

It's time to network with colleagues and visit sponsor tables.

2:05–3:20 p.m. General Session

Technology Tools for CPAs: Enhancing Collaboration, Compliance & Security

Aaron Toops, AERIFY.io

In today's dynamic business landscape, CPAs rely heavily on technology to streamline operations, ensure regulatory compliance, and safeguard sensitive financial information. This session explores solutions tailored to meet the unique needs of accounting professionals.

  • Efficient collaboration is essential for CPAs working with clients, team members, and stakeholders. The technology we discuss will enhance productivity and foster transparent communication within your organization.
  • Regulatory compliance is a top priority for CPAs, given the stringent financial practice standards. You'll leave empowered to navigate complex regulatory landscapes with confidence.
  • Protecting sensitive financial data is non-negotiable in accounting, making security measures necessary. By prioritizing data security, CPAs can instill trust and confidence while mitigating the risk of breaches and cyberattacks.
  • Outsourcing IT services is not just a smart move; it's a relief for organizations. It allows them to leverage specialized expertise and resources without the overhead costs associated with in-house infrastructure. By entrusting IT management to experienced professionals, CPAs can focus on core competencies, drive business growth, and feel relieved of the burden of managing technology, allowing them to adapt to technological advancements quickly.

This session will provide the knowledge and resources to harness technology's full potential in driving operational excellence, maintaining compliance, and safeguarding sensitive information. By embracing innovative solutions and strategic partnerships, CPAs can stay ahead of the curve in an increasingly digital-centric industry landscape.

3:20–3:30 p.m. Networking Break

It's time to network with colleagues and visit sponsor tables.

3:30–4:30 p.m. General Session

Ethics with a Dash of Courage in an AI World: Making Tough Decisions in a ChatGPT Environment

Karl Ahlrichs, ExpertSpeaks

This facilitated discussion goes beyond a lecture on ethical principles – it includes case studies that offer participants "real-time" practice in resolving dilemmas, with participants sharpening their critical thinking skills in an AI world.

In-Person Registration
Virtual Registration