2016 CPAs IN INDUSTRY SPRING CONFERENCE
AGENDA: WEDNESDAY, MARCH
7 – 8 a.m. REGISTRATION & NETWORKING
16, 2016
9:50 – 10:50 a.m. CONCURRENT SESSIONS EXCEL TIPS & TRICKS
11:10 a.m. – 12:10 p.m. CONCURRENT SESSIONS PIVOTTABLES
In this session we will complete an example of bonus calculations using several different logical and lookup functions, as well as demonstrating some tricks that lots of the “experts” don’t know about. The functions and tricks taught in this session are designed for intermediate Excel users.
In this session, we will create and manipulate a PivotTable from a base Excel table. We will discuss PivotTable creation, the Field List, formatting and filtering fields, adding new fields, calculated fields, sorting and other PivotTable options.
ACHIEVING A SUCCESSFUL SOFTWARE IMPLEMENTATION: SELECTION THROUGH IMPLEMENTATION
BUSINESS & EMAIL ETIQUETTE FOR THE 21ST CENTURY PROFESSIONAL
Jim Cline, Founder and Developer, ExcelCEO
8 – 8:15 a.m. WELCOME & OPENING REMARKS
Jean M. Hansen, CPA, MBA, CGMA, WICPA Board Chair and Vice President of Finance, Manitowoc Tool & Machining LLC Carver Smith, CPA, WICPA Conference Planning Task Force Chair and Partner, Baker Tilly Search & Staffing, LLC
8:15 – 9:30 a.m. GENERAL SESSION ECONOMIC & FINANCIAL MARKET OUTLOOK: 2016-2020
Cindy Bratel, MBA, Director, Baker Tilly
Clare W. Zempel, CFA, Principal, Zempel Strategic: Applied Economics and Financial Market Analysis What economic surprises are most likely in 2016-2020? Will inflation stay low or soar? Will the Federal Reserve raise interest rates slowly or sharply? How soon will the next recession hit, and how deep will it be? How much do the elections matter for the economic outlook? Have we become more vulnerable to economic problems abroad? Have our living standards peaked or paused? What are the best indicators to follow to be ready for the risks and opportunities ahead? Clare Zempel will answer these and other questions critical to your success in his keynote address.
HOT IRS ISSUES IMPACTING INDUSTRY PRACTITIONERS & HOW TO BEST RESOLVE THEM
Michael G. Goller, J.D., Shareholder & Chair, Tax Practice, Reinhart Boerner Van Deuren s.c. This session will discuss what is going on at the IRS, what industry issues are on the IRS radar screen and how best to resolve those issues.
CRUCIAL CONVERSATION SKILLS THAT ALL PROFESSIONALS NEED
9:30 – 9:50 a.m. NETWORKING BREAK
Julie Kowalski, President, Spizzerinctum Group
Most people ignore tough conversations for a variety of reasons, including the “hope” that this issue will go away on its own or the fear of conflict. By attending this session, you will learn how to step up to the challenge and learn how to appropriately conduct those crucial conversations and achieve desired results!
5017
SAVE $
WHEN YOU REGISTER BY FEB.
WICPA.ORG/CONFERENCES
A major software implementation project can be an overwhelming task for any leader. Implementation starts with selecting software that most closely meets your business needs. This session will discuss how to get started, common pitfalls to consider and other tips to meet your implementation goals.
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10:50 – 11:10 a.m. NETWORKING BREAK
Jim Cline, Founder and Developer, ExcelCEO
Julie Kowalski, President, Spizzerinctum Group The realities of this new 21st century society require a new approach to the old concepts of business and email etiquette from when we grew up. This presentation is a must for anyone working in today’s complex work environment. You will learn the most common business etiquette mistakes and how to avoid them.
AFFORDABLE CARE ACT COMPLIANCE
Pamela Branshaw, CPA, CEBS, Partner-in-Charge, Employee Services, Wipfli LLP Are you meeting your compliance obligations for your company’s health insurance? The varied reporting obligations for employer health insurance and the complicated coverage requirements for applicable large employers can make the job of managing health benefits very challenging. This session will cover the ACA requirements for employer health plans, including: • What are the filing requirements for my plan? • What forms and notices need to be provided to employees? • Is my company an applicable large employer? • Have I met the 2015 Form 1095-C filing obligations? Will I trigger any penalties under the employer shared responsibility rules? • How can I better plan to meet the health plan coverage requirements?
12:10 – 1 p.m. NETWORKING LUNCH