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Agenda

Date: June 19, 2019

7:30-8:20 A.M. Presenter Sponsor Presentation (Optional extra hour of CPE)

Indiana Property Tax Advocacy & Economic Development Incentive Planning Opportunities presented by JM Tax Advocates

Josh Malancuk, CPA, CMI, and Nick Rhoad, JM Tax Advocates

Topics covered include:

  • The assessment process and why it is flawed.
  • How to pursue a property tax appeal.
  • Securing economic development incentives and ensuring compliance.

 

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

A&I & Finance Function of the Future

Alex Smith, Deloitte

As finance enters the digital world, new digital tools have emerged as not only a way to support technologies but to define how the function works and operates in the next five years. In this session, Smith will explore Deloitte’s predictions in this space. 

 

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

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

 

9:40-10:55 A.M. Breakout Sessions
  1. Section 199A Update

    Leslie Boyd and Nathan Richwine, CliftonLarsonAllen

    Topics covered include:

    • Overview of the 199A provisions.
    • Discussion of wage and qualified property limitations.
    • Identify what qualifies as qualified business income.
    • Overview of aggregation rules.
    • Discussion of unique topics (including basis and loss limitation issues).
    • Calculation specifics and examples.
    • Planning opportunities.
  2.  

  3. Global & National Economic Outlook: Principal Forces Shaping the Economy & Financial Markets

    Jim Glassman, JP Morgan

    From regulations and technology to globalization and consumer habits, Jim's insights are used by companies and industries to help them better understand the changing economy and its impact on their businesses.

  4.  

  5. PCSkills: Coaching & Mentoring

    Danny Goldberg, CPA, CIA, CISA, GoldSRD

    You are in your office looking over your performance report and it happened again. Your low-performing employee failed to meet quota this month even after you spoke with them about the importance of meeting goals. This employee has a great attitude and you know they can do better.

    This PCSkills: Coaching & Mentoring Workshop focuses on how to better coach your employees to higher performance. Coaching is a process of relationship building and setting goals. How well you coach is related directly to how well you are able to foster a great working relationship with your employees. This is accomplished through strategic goal setting and understanding each employee.

    Topics covered include:

    • Define coaching, mentoring and the GROW model.
    • Identify and set appropriate goals using the SMART technique of goal setting.
    • Identify the steps necessary in defining the current state or reality of your employee’s situation.
    • Identify the steps in developing a finalized growth plan and getting your employee motivated to accomplish those plans.
    • Identify when the coaching is at an end and transitioning your employee to other growth opportunities.
    • Identify the difference between mentoring and coaching.

 

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. A Fresh Growth Approach: Solving the Transient Workforce Problem

    Danielle Schweiger, HCRS, Gregory & Appel Insurance

    Good news/bad news. The economy has improved, and there is an excess of jobs open in Indiana. That’s the good news. But most organizations are fighting a talent shortage for skilled, high-performing employees, and dealing with productivity and engagement, in tandem with the transient nature of workers in a commodity employment environment, and that’s the bad news. As there are multiple causes, in this presentation we will cover how to solve the challenge from multiple angles.

    We will:

    • Identify areas of stagnant performance and target growth opportunities that will benefit from fresh HR strategies.
    • Learn about strategies to redistribute lost time, effort, and money into strategies that offer better return long term, for everyone.
    • Approach the benefits and total rewards components as key strategic issues and review how to leverage the return organizations get on their significant investment in these areas.
    • Look at specific, concrete case examples of how a fresh growth approach can change the dynamics of a workforce with a phased approach.

    The presentation will include sharing specific structured strategies and offer reality-based case studies that reinforce major points.

  2.  

  3. Lease Accounting Update (A&A)

    Martin Birr, CPA, Indiana University

    The new standard eliminates one of the largest forms of off-balance sheet accounting but requires most leases to be brought onto the balance sheet (whether classified as a financing or operating lease) as well as mandates other changes in lease accounting for both lessees and lessors. Birr will discuss the impact of these changing standards on both parties and will discuss recently issued or proposed updated guidance related to this new standard. These changes will be effective for public companies for periods beginning after December 15, 2018, with all other entities having an extra year for implementation. Now is the time to get up to date on all that is going on with regard to this topic.

  4.  

  5. Cybersecurity: Are You Ready?

    Cory Campbell, CPA, Ph.D., Indiana State University

    While the advances in technology create efficiency, the massive amount of sensitive information which is stored online proliferates our risk of a data breach. Our information is increasingly vulnerable, and we are in the precarious spot of having our business and personal data exposed — whether we like it or not. The challenge of cybersecurity is to keep pace with the dynamically evolving cybercrime. However, attempts to regulate activities on the internet through territorial jurisdiction will be problematic because cyberspace and e-commerce are inherently international. What are the implications for industry and commerce, and what does this mean for the CPA profession?

12:20-1 P.M. Lunch
Lunch and networking with colleagues.

 

1-2 P.M. General Session

Business Ethics for Business People (Ethics)

Danny Goldberg, CPA, CIA, CISA, GoldSRD

A company’s ethics will determine its reputation. Good business ethics are essential for the long-term success of an organization. Implementing an ethical program will foster a successful company culture and increase profitability. Developing a business ethics program takes time and effort, but doing so will do more than improve business; it will change lives. A company’s ethics will have an influence on all levels of business. It will influence all who interact with the company including customers, employees, suppliers, competitors, etc. All of these groups will have an effect on the way a company’s ethics are developed. It is a two-way street; the influence goes both ways, which makes understanding ethics a very important part of doing business today. Ethics is very important, as news can now spread faster and farther than ever before.

Topics covered include:

  • Define and understand ethics.
  • Understand the benefits of ethics.
  • Create strategies to implement ethics at work.
  • Recognize social and business responsibility.
  • Identify ethical and unethical behavior.
  • Learn how to make ethical decisions and lead with integrity.
2-2:10 P.M. Networking Break

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

 

2:10-3:10 P.M. Breakout Sessions
  1. Indiana Property Tax Advocacy & Economic Development Incentive Planning Opportunities presented (a repeat of a.m. session)

    Josh Malancuk, CPA, CMI, and Nick Rhoad, JM Tax Advocates

    • The assessment process and why it is flawed.
    • How to pursue a property tax appeal.
    • Securing economic development incentives and ensuring compliance.

     

  2. INCPAS & Legislative Update

    Lou Belch, The Corydon Group and Jennifer Briggs, CAE, INCPAS President & CEO

    INCPAS lobbyist Lou Belch will provide a review of what happened in the 2019 legislative session, and a primer on what may happen during summer study committees that could impact the profession or the Society’s goals. INCPAS President & CEO Jennifer Briggs, CAE, will provide an overview of current issues facing the CPA profession, Society happenings and discuss the future CPA.

  3.  

  4. Re-energize for Full Engagement

    Sarah Turner, The Faurote Group

    Most days, we run on fumes, navigating our daily whirlwind while attempting to complete tasks with energy leftover for ourselves. What most don’t realize is the common denominator in all areas of our lives is energy — both physical and emotional. Without the right formula, our priorities don’t get accomplished. This session explores full engagement and ways to create positive energy as we target our most efficient, successful, happy self.

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

Candid Conversations for Personal & Team Development

Sarah Turner, The Faurote Group

As situations arise both personally and professionally, we often find ourselves running in circles around the "heart of the matter." Whether it be from a fear of resistance by others or our own discomfort in bringing up challenging topics, a common reaction to difficult conversations is avoidance. The art of having "candid conversations" is invaluable and can diffuse even the toughest of situations into an open, honest environment where "real" results are accomplished. This program is designed to walk through how to both provide and receive candid feedback/feedforward on the path to creating powerful results.

 

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 another great conference next year!