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INCPAS Convention

November 9–10, 2022

See agenda

Embassy Suites, Plainfield

Up to 9 hours

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New Location, Format & Crucial Content

Connect with your colleagues in-person and earn year-end CPE at INCPAS Convention! This event is reformatted and now in November to make it easier to work high-quality learning and networking into your schedule.

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November 9

6–7 p.m. General Session (optional | 1 hour CPE)

Advocacy Update

Lou Belch, The Corydon Group

Courtney Kincaid, CAE, IOM, Indiana CPA Society

This session will review INCPAS’ current advocacy initiatives, including an update on the pipeline rule we are working on to allow students to sit for the CPA Exam at 120-credit hours (while still maintaining 150 for licensure.) Don’t miss this discussion of our legislative agenda and strategy going into the 2023 legislative session!

7–9 p.m. Opening Reception

Network over drinks and appetizers before the full day of Convention begins the next morning.

November 10

8:30–9:30 a.m. General Session

Your Best Leadership: Two Secrets to Become the Leader Everyone Wants to Follow

Jon Lokhorst, CPA, PCC, Lokhorst Consulting LLC

What can you do to reduce turnover and increase employee engagement during “The Great Resignation”? Become a better boss and build better bosses throughout your organization. Research by Gallup and others shows that two-thirds of employee retention and engagement is driven by the worker’s relationship with their direct supervisor.

9:30–9:40 a.m. Networking Break

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

9:40–10:55 a.m. Breakout Sessions

  1. The Power of Engagement within the Talent Pipeline Lifecycle–Corporate Finance Track

    Tiffany Cardwell, CCP, MSIR, PHR, SHRM-CP, MCM CPAs & Advisors

    In today’s highly competitive work environment, employee engagement is a critical component within the Talent Pipeline Lifecycle. Driving a positive employee experience ensures higher employee engagement levels that lead to successful talent attraction and retention strategies.

    No matter the size of your organization, having an intentional and engaging culture leads to a more committed workforce. During this session, we will discuss the Talent Pipeline Lifecycle and explore innovative ways to continuously attract new talent while increasing current employee retention.

  2. Federal Tax Update–Public Accounting Track

    Mark Sellner, CPA, JD, LLM, Sellner Tax Consulting, LLC

    This session discusses the impact of 2022 federal tax legislation, regulations, IRS pronouncements, and court cases on the upcoming tax filing season. Year end tax planning tips will be provided. The prospect for post-election tax changes will be considered.

  3. Taxation of Non-fungible Tokens (NFTs)–Hot Topics Track

    Allison M. McLeod, CPA, JD, LLM, University of North Texas

    Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase, and sale of these assets.

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. Multiply Your Value with Strategic Thinking Skills–Corporate Finance Track

    Jon Lokhorst, CPA, PCC, Lokhorst Consulting LLC

    You must develop strategic thinking skills to effectively navigate change and deliver exceptional value to your organization, clients, and customers. Learn the essence of strategic thinking, how it differs from strategic planning and how to integrate it with traditional planning activities. Explore questions that inspire strategic thinking and practices to proactively build it into your routines as an executive leader.

  2. Indiana Department of Revenue Update–Public Accounting Track

    Bob Grennes, Indiana Department of Revenue

    Chris Russell, Indiana Department of Revenue

    Commissioner Bob Grennes and General Counsel Chris Russell will provide an update on the Indiana Department of Revenue (DOR) including information on:

    • The completion of Project NextDOR
    • The Automatic Taxpayer Refund
    • Customer service staffing enhancements
    • Resources for tax practitioners
    • Indiana’s Research Expense Credit
    • DOR’s protest process and potential ways to streamline this process

  3. Accounting Fraud & Embezzlement: Case Studies of Ethical Lapses–Hot Topics Track

    Allison M. McLeod, CPA, JD, LLM, University of North Texas

    This session examines recent events involving the theft of company or public money and the circumstances that allowed the fraud to occur. We will be looking at a variety of case studies to illustrate these points. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants, and human resource personnel.

12:20–1 p.m. Lunch

It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided.

1–2:10 p.m. General Session

Economic Update

Abdul-Hakim Shabazz,

Please join this session on the state of the economy with a focus on the outlook for 2023.

2:10–2:25 p.m. Networking Break

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

2:25–3:15 p.m. Breakout Sessions

  1. The Employee Benefit Stack in a Virtual World–Corporate Finance Track

    Chelsea DuKate, Red Envelope Consulting

    In the past 3 years, organizations have had to shift their approach to employee benefits to include additional workplace flexibility and mental health resources. Are these benefits being utilized? What really matters the most?

    In this session, creative benefit options will be identified along with a guide on how to identify a benefit stack that aligns with your culture while engaging your staff at the same time.

  2. Indiana State Tax Update: Tax Credits & Incentives–Public Accounting Track

    Amy McDonald, CPA, KSM Location Advisors

    What are “economic development incentives” and could your company or client benefit from them? This session will explain the various credits and incentives used by the state of Indiana and local communities to promote economic growth, the triggers for these programs, and the process to obtain them.

  3. How to Stay Relevant in Changing Times–Hot Topics Track

    Taylor Bost, Leaf Software Solutions

    Dave Caldwell, Leaf Software Solutions

    Is your firm or your staff moving beyond the basics of tax and auditing services to add value to your customer base? How do you stay abreast of the latest technology offerings to ensure you are providing relevant and modern solutions to your organization or your customers? In this session, we’ll discuss the changing role of the CPA and accounting staff members by understanding the evolving needs of businesses you serve. We’ll discuss:

    • How to evolve to remain relevant and add value
    • Additional services to offer beyond tax and auditing
    • Demonstration of Interactive Dashboards – adding a layer of clarity not seen before
    • Taking an advisory role – how this can lead to additional business
    • Positioning yourself as an expert

3:15–3:25 p.m. Networking Break

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

3:25–4:35 p.m. General Session

Warning: Gale Force Demographic Wind Gust Ahead!

James H. Johnson, Jr., Ph.D., Kenan-Flagler Business School, UNC-Chapel Hill

Come join us for a fascinating discussion of how slowing total and foreign-born population growth, white population decline, below replacement level fertility, deaths of despair, and other disruptive demographics will change America and the accounting profession forever.

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