In This Section

Note: The full Convention schedule is only available in-person. Virtual attendees will have a set agendathat includes the three general sessions and select sessions from across the five tracks.


= Simulcast session (for virtual live attendees)


Day 1


EQ: Where the Rubber Meets the Road

Jaclyn Badeau, CPA, CGMA, EQ-Certified, MBA, Badeau Consulting, LLC

This interactive workshop will cover what EQ is and is not; misconceptions around it; its importance for an accounting/finance professional; the EQ-i2.0 model; how to use EQ to be more successful at home and work; and ways companies can apply it to select, develop and retain employees.


Auditing & Updating an Employee Handbook that Staff Will Actually Want to Read

Chelsea DuKate, MBA, Red Envelope Consulting and Kristin Shedlock, JD, Ogletree Deakins

Employee handbooks are an essential part of effective human resources management and positive employee relations while also playing a critical role in demonstrating employment law compliance. This session will address not only the dos and don’ts of employee handbooks, but also how to keep the content fresh and engaging for new hires and existing staff.


Hidden Gems of Total Rewards is a “Post” Pandemic World

Paul Ashley, CEBS, First Person, a Subsidiary of NFP

As you look to emerge from a global pandemic, you’re doing everything you can to create a productive and engaging workplace—but there are still opportunities to maximize your benefits strategy. This interactive session will cover: benefits you may be underutilizing (or not using at all); how to leverage these benefits; and ways to identify growing gaps in your workforce where these benefits may come in handy.


Moving from Ally to Accompliceship: Using Data to Drive Change

Marshawn Wolley, CDE, CFMP, CFRE, Black Onyx Management, Inc.

Based on surveys, focus groups, and community conversations with Indianapolis citizens, Black Onyx Management has identified key areas of concern in non-profit, for-profit, and government agencies regarding issues of racial equity. Join us as we discuss why metrics matter and are integral to the DEI conversation, and learn the necessary disciplines to become a culturally competent organization.


Mission-Critical Leadership: How Smart Managers Lead Well in All Directions

Jon Lokhorst, CPA, PCC, Lokhorst Consulting LLC

Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions: upward to their superiors and across among their peers. This often-overlooked leadership principle is essential to building a thriving and productive organizational culture.


Day 2


Making the Hybrid-Work Model Work for Your Firm

Erika Segal, CPACharge

As we make our way back to the "new normal," many businesses are looking towards a hybrid work model for their employees and clients. This session will explain what it is and how you can make it work for your firm, whether you've already begun adapting to hybrid or are considering it for the future.


Elevate Your Professional Presence: Mindset

Judy Hissong, CLM, Nesso Strategies

Looking for a deeper dive into how you build your professional presence? We will define fixed and growth mindsets while measuring where we are and exploring how to change from one to another. We will also talk about how to affect the mindset of your team members.


simulcastThe Millennial Mindset Meets COVID Realities – Storm Clouds and Silver Linings

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

This session will take a fresh look at the key Millennial generation from a behavioral and motivational viewpoint, with a focus on what they have in common with those who come from other worlds, other value systems and other generations. Reflect on the post-COVID realities of a multi-generational workforce and overlay the realities of modern management with a realistic look at the disrupted workforce. This session will review the how the foundations of finance and accounting are shifting, and how the scarce Millennials are key to making the profession sustainable.


The COVID-19 Workplace—Lessons Learned & The View Forward

Jackie Gessner, Barnes & Thornburg, LLC

Employers have been adapting and implementing key legal changes in the workplace, and this session will cover best practices for the end of 2020 and beyond. Topics include: legal obligations from the perspective of the employer on vaccine mandates, safety protocols, COVID-19 related leaves of absence and return to work guidance; remote work options; policy considerations; and potential accommodation issues.


Registration and Pricing