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Date: June 20, 2018

8:30-9:30 A.M. General Session

Politics and Indiana Business

Abdul Hakim-Shabazz, and Of Counsel at Lewis and Wilkins LLP


Abdul will provide an update on the state of Indiana politics and how what we are seeing at the national level will impact what’s going on at the state and local level. We’ll take a close look at:

  • The U.S. Senate Race.
  • Any competitive U.S. House races.
  • Which legislative seats might be up for grabs.
  • The statewide races (Secretary of State, Auditor and Treasurer) to see if there’s anything coming down the wire that Indiana CPAs in Business & Industry should be mindful of.


9:30-9:40 A.M. Break

It's time for a breakout session, move to your belongings to the appropriate location


9:40-10:55 A.M. Breakout Sessions
  1. State Tax Landscape

    Kyle Simmerman, CPA, BGBC Partners, LLP

    • Income tax basics and current considerations
    • Sales tax basics and current considerations
    • Tax incentives

  3. Effective Management Accounting

    Gary Cokins, CPIM, MBA, Analytics-Based Performance Management, LLC

    Critics have claimed traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data.

    Modern management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Activity-based costing (ABC) brings truly accurate fact-based costing visibility. ABC does not broadly allocate overhead, but traces costs by identifying cause-and-effect relationships. Such information provides the ability to reveal the true profit margins for products and service-lines as well as for specific sales channels and customers.

    The same information also helps reduce costs and improve productivity by reporting unit costs that can be used to monitor cost trends benchmark against your competition. Removing the barriers caused by your current management accounting techniques can provide huge rewards.


  5. Hot Topics in HR 2018: Updates and Tips on Navigating Recent Changes and Trends

    Nathan Baker, JD, Barnes & Thornburg, LLP

    There have been a lot of changes going on in the past year in D.C. and state capitals all over the country. The world of labor and employment has not been immune to these trends (what some call “chaos” and others a “welcome shift”). Regardless of your view, there is no doubt that the HR arena has been impacted and will continue to be in the foreseeable future. This session will outline the latest and greatest issues on the HR front, as well as some tips on how to manage your team during these unique times.

10:55-11:05 A.M. Networking Break

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


11:05 A.M.-12:20 P.M. Breakout Sessions
  1. Data Analytics and Visualization

    Bryan Callahan, CPA, CFE, CFF, CVA, BKD, LLP

    Adaptability and innovation will be critical to the long-term success of companies. To make that success a reality, organizations will need to learn how to extract value from their data so they can provide solutions to challenges and transform the way they do business.

    • Data analytics: what it is and its applications.
    • What value it can provide?
    • How to read and use the data.
    • Best tools on the market for analyzing data, and how they can be used right now

  3. The Twists and Turns of Implementing Revenue Recognition (A&A)

    Chad Schenkel, CPA, Crowe Horwath LLP

    We have all heard about (and perhaps dread) the coming adoption and implementation requirements of ASC 606 – Revenue Recognition, which for most companies becomes effective with the December 31, 2019 fiscal year. While many are familiar with its concepts, there will be twists and turns that are unpredictable as one experiences with the implementation of any new standard. With his public and private client experience, Chad will review the highlights of the standard and share practical input and advice from what he has experienced with clients who are early adopters.


  5. EQ: The Differentiator in High Performance Cultures

    Sarah Turner, Faurote Group

    In today’s environment, one way to set yourself apart is by having a high EQ, which is a measure of your “emotional intelligence.” By enhancing your understanding of your own emotions and those of others and taking them into account when interacting, you can have a positive effect on relationships, business results, commitment and teamwork.

    This program highlights the connection between emotions and actions and helps identify ways to improve EQ and develop more productive relationships both professionally and personally. Learning objectives include:

    • Introduce the concept of EI and lay the foundation for skill development
    • Share the EQi-2.0 model, highlighting the five composites and 15 subskills making up our EI
    • Identify and learn how to apply key emotional competencies
    • Discuss activating events and the impact on physical, mental and social well-being
    • Focus on strategic actions for improving EI
12:20-2:00 P.M. Luncheon and Speaker

Creating Real Connections

Sarah Turner, Faurote Group

Everyone networks. It is not a new concept. The problem is that most people don’t understand the power of a network, how to build and maintain one, or how to effectively do it. Yet it is a skill that can mean the difference between success or failure, making or breaking a deal, getting a critical introduction, landing a new opportunity or simply finding a resource in a time of need.

To be successful at networking, one must first understand what it is and its purpose. Unlike popular belief, the true purpose of a network is not all about you, but rather how to support the needs of others. In this program we will explore the elements of effective networking including how to make connections, discover your contacts’ needs, overcome fears, and make the most of the relationships you create. Learning objectives include:

  • Discuss what a network is and isn’t
  • Highlight the power of relationship strategies to build connections
  • Connect key Emotional Intelligence skills to fueling powerful interactions with others
  • Create confidence in developing and nurturing relationships
  • Share the top ways to stay connected


2:00-2:10 P.M. Networking Break

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


2:10-3:10 P.M. Breakout Sessions
  1. Tax Reform Update

    Tom Alvarez, CPA, BGBC Partners, LLP and Samuel Leverett, CPA, BGBC Partners, LLP

    • Individual income tax changes
    • Business tax changes
    • International tax changes
    • State tax impact

  3. Corporate Performance Management for Strategy Execution

    Gary Cokins, CPIM, MBA, Analytics-Based Performance Management, LLC

    Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate Performance Management (CPM) seamlessly integrates many techniques including strategy maps and a balanced scorecard. Together they align manager and employee behavior, actions, and priorities using key performance indicators (KPIs) with specific targets to enable accountability.


  5. Cybersecurity Risks and Protection

    Carol Scully, MJ Insurance and Dan Resnick, CISA, CISM, CISSP, KSM Consulting

    With the ever-changing landscape of cybersecurity what is the best way to discover and understand your risk. Your cybersecurity plan should focus on the best operational process along with the appropriate risk transfer strategy (strong offense plus a strong defense). Knowing where to start, what resources you should be utilizing, when and how to utilize them will provide the best outcome for your operations and at the same time limiting your exposure during an incident. Be sure you are not the low hanging fruit for the cyber hackers!

3:10-3:20 P.M. Networking Break

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


3:20-4:30 P.M. Closing General Session

New Rules, New Game: The Present and Future of Ethics and Harassment (Ethics)

Karl Ahlrichs, SHRM-SCP, SPHR, Gregory & Appel Insurance

There are moments in American History where we have examined our attitudes towards fundamental things: civil rights, sexuality, equal pay, now we are facing the crucible of sexual harassment. You may think we are going through a “perfect storm” of harassment in the workplace, but it is bigger than that. It appears to be fundamental climate change in how we handle power and ethics.

2018 promises to be a year of accusations and resignations, and this presentation will explain how we got here, what we should do and what challenge is on the horizon once we work through these issues.

We will discuss past, present and future:

  • The importance of Ethics, Hidden Biases and Power
  • The warning signs in the past that were ignored
  • Modern “trigger points” that started the avalanche
  • What is and what isn’t harassment
  • How to measure your organization’s level of harassment risk
  • Changing the training model to get traction with modern audiences
  • How to know if your training is working


4:30 P.M. Adjourn

Don't forget to turn in your CPE form at the registration desk. Look for an event survey; please give us your feedback so we can create a better conference next year!