Going from Good to Great in Accounting & Finance
Chris Ortega, Fresh FP&A
What was good yesterday is average today and accounting and finance professionals are expected to do more than just crunch numbers. This fast-paced, interactive session will explore the growing importance of soft skills like communication, collaboration,
and relationship building. Discover how honing these essential abilities can empower you to become a more valuable asset, build stronger client relationships, and advance your career.
Key Takeaways:
- Why Soft Skills Matter: Gain a deeper understanding of why soft skills are increasingly critical for success in accounting and finance. Learn how these abilities can enhance your problem-solving, build trust with clients, and position you
as a strategic advisor.
- Mastering the Art of Communication: Develop clear, concise, and persuasive communication techniques to effectively present complex financial information to both technical and non-technical audiences.
- Collaboration is Key: Explore strategies to foster a collaborative work environment, build strong relationships with colleagues, and leverage the power of teamwork to achieve optimal results.
It's time to network with colleagues and visit sponsor tables.
Is It All About the Money, Money, Money?
JoDee Curtis, CPA, CSP, SHRM-SCP, Purple Ink LLC
This session delves into the intricate realm of Total Rewards, probing beyond monetary incentives. Uncover the diverse components shaping employee satisfaction, from financial incentives to non-monetary perks. Explore current market trends and
learn how to leverage benefits for enhanced employee engagement and retention. We will discover the balance between monetary and non-monetary rewards for a holistic approach to workforce motivation and satisfaction.
Objectives:
- Understand total rewards components
- Review market trends
- Leverage non-monetary benefits
It's time to network with colleagues and visit sponsor tables.
Implementing AI in Your Organization
Karl Ahlrichs, CSP, SHRM-SCP, ExpertSpeaks
This session goes beyond theory and prepares attendees to implement AI successfully in their organization. This facilitated interaction starts by looking at the future and ends with actionable items to solve future sustainability and talent shortage
issues. Hint: The answer is a mix of risk management and people strategies.
It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.
Corporate Transparency Act (CTA)
Allison McLeod, CPA, JD, LLM, The University of North Texas
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly
report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will provide a brief overview
of digital assets. This will be followed by a discussion of the rules regarding the documentation required when claiming a charitable contribution of digital assets. This course will also cover recent IRS publications and cases discussing
taxpayers whose deductions of digital assets charitable gifts was scrutinized.
By the end of the course, the participant should be able to:
- Discuss what constitutes digital assets.
- Determine the differences between cryptocurrency and NFTs.
- Be able to identify the IRS forms needed to report digital asset contributions.
- Understand how to properly establish the value of the contribution.
- Know the differences in required substantiation based on the amount of the contribution.
- Understand the latest rulings by the Treasury Department and courts on these contributions.
It's time to network with colleagues and visit sponsor tables.
Cybersecurity Needs and Strategy: Navigating Cyber Insurance
Vince Shissler, The Mitchell Agency
Business owners are continuing to become more educated and engaged with the need for a solid cybersecurity strategy to keep their businesses safe, resilient, and growing profitably. Along with the implementation of cybersecurity and ongoing support/maintenance to keep organizations up-to-date and forward thinking, comes the need for the right cyber insurance policy to address the costs if/when an event should it occur. Who does what, by when, and who pays for it are starkly different questions many organizations are not prepared to answer. But understanding the needs and coverage of a policy is just another layer being added onto business owners and leaders that seems convoluted and confusing. How much coverage do I need? What tools do I need in place to qualify for the right coverage levels? This session brings clarity and definition to not only what and how the insurance is intended to be used, but also the definitions to the technical side to marry up to a complete solution right sized to your organization's needs.
It's time to network with colleagues and visit sponsor tables.
Navigating Tax Reform: Insights from Indiana's Legislative Tax Commission
Kevin Brinegar, Wellington Performance Partners
Join us for a deep dive into Indiana's tax landscape and the upcoming changes on the horizon. Explore the findings of the Legislative Tax Commission's summer sessions and gain insights into potential reforms affecting income, property, and other
tax areas. Discover how Indiana compares with other states on crucial tax metrics and uncover the future direction of tax policy discussed by the commission.