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PF

Virtual Agenda

Date: January 12, 2021 

Build your personalized schedule from 3 content tracks: 

  • Business & Industry
  • Public Accounting
  • Trending Topics
9–9:55 A.M. Welcome & General Session

Finding Sanity in a Sea of Flailing Muppet Arms
David Muxfeld

9:55–10:05 A.M. Break

It's time to stretch and get a coffee refill.

10:05–10:55 A.M. Breakout Sessions
  1. Public Accounting Track
    AI & Robotics

    Cory Campbell


  2. Business & Industry Track
    Building an Ethical Culture – Moving from “What” to WHY?”

    Clare Levison


  3. Trending Topics Track
    Diversity, Equity & Inclusion

    Bridget Hurd


10:55–11:05 A.M. Break

It's time to stretch and get a coffee refill.

11:05–11:55 A.M. Breakout Sessions
  1. Public Accounting Track
    Federal Tax Updates – Pandemic Stimulus Legislation and Programs

    Karen Miller


  2. Business & Industry Track
    Become a Strategic Responder: Using Emotional Intelligence to Create Powerful, Productive Outcomes 

    Sarah Turner


  3. Trending Topics Track
    Business Etiquette in the New Normal 

    Crystal Bailey


11:55 A.M.–12:05 P.M. Break
It's time to stretch.



12:05–12:55 P.M. Breakout Sessions
  1. Public Accounting Track
    Comp & Review – SSARS 25 Update

    Mike Brand


  2. Business & Industry Track
    A History of Corporate Investing and a Look Ahead

    David Peters


  3. Trending Topics Track
    How To Attract and Retain Employees; How To Keep Them Motivated in COVID Times

    Cindi Filer


12:55–1:30 P.M. Lunch Break

It's time for a lunch break.

1:30–2:20 P.M. Breakout Sessions
  1. Public Accounting Track
    Top New Trends in Estate Planning

    Stuart Bear


  2. Business & Industry Track
    Tech Topic TBD

    Speaker TBD


  3. Trending Topics Track
    Managing Change in the Workplace

    Karl Ahlrichs


2:20–2:30 P.M. Break
It's time to stretch.



2:30–3:20 P.M. Breakout Sessions
  1. Public Accounting Track
    Acts Discreditable: A Powerful Ethics Rule that Isn't Really About Ethics

    Bert Spalding


  2. Business & Industry Track
    Workplace Issues Amidst COVID-19 – Benefits, Pay and More

    Larry Morgan


  3. Trending Topics Track
    Managing Client Expectations in an Economy Like This

    Cromwell Baun


3:20–3:30 P.M. Break
It's time to stretch.



3:30–4:20 P.M. Breakout Sessions
  1. Public Accounting Track
    PPP Loan Forgiveness

    Kurt Oestriecher


  2. Business & Industry Track
    Team Building in a Remote Environment

    Michael Monroe Keefer


  3. Trending Topics Track
    Recession Proofing and Funding Your Business with COVID-19 Considerations

    Leon LaBrecque


4:20–4:30 P.M. Break
It's time to stretch.



4:30–5:20 P.M. Breakout Sessions
  1. Public Accounting Track
    Accounting & Auditing Update

    Melissa Galasso


  2. Business & Industry Track
    Managing through Generational Differences

    Hillary Fordwhich


  3. Trending Topics Track
    Topic TBD

    Speaker TBD