ATTENDEE INFORMATION & RESOURCES
Thank you for attending NCACPA’s 2023 Converge Conference!
Embassy Suites Charlotte/Concord Golf Resort & Spa
5400 John Q. Hammons Drive NW
Concord, NC 28027
704-455-8200
Be sure to download the event app
Maximize your time at Converge with the TBM Engage mobile app. Easily view the schedule, speakers, instant alerts, and more! You can even create personalized lists to target what you want to see, hear, & do.
Download the TBM Engage app by clicking this link or searching for “TBM Engage” in your favorite app store:
- Once you have downloaded the TBM Engage app, enter in the app code: converge2023
- Click on NCACPA 2023 Converge Conference to go to the event’s login screen.
- On the login screen, enter your username and password (these were set via the login credentials email or via the Reset Password link on the login screen).
The link above will automatically detect your phone type and take you to download the app on the Apple App Store or Google Play Store.
CONFERENCE MATERIALS
Below is a listing of sessions for this program accompanied by the materials, if available. Click on the green hyperlink to print materials or download them to your preferred device. Once you download materials, refunds will not be issued. NCACPA will post materials to the registrant only page as they are received by the instructor prior to the event.
Session Selection: You will be able to choose which sessions you’d like to attend in real-time, on each day of the conference.
Note: Prior session selection is not required.
FranklinCovey Experience (Half-Day) Materials
The 5 Choices to Extraordinary Productivity
It’s not about getting everything done, it’s about getting the right things done without burning out. The 5 Choices to Extraordinary Productivity® combines timeless principles with current neuroscience research to help better manage decisions, attention, and energy.
Day 1 Materials
GS1: Change is Hard – But Does it Have to Be?
Get Brainy with Melina: Pre-Learning for Converge
This video is offered as a free resource to help prepare for learning at Converge, and after!
Con1A: How to Prepare for a Fraud Investigation
Con1B: What your Customers Want and Can’t Tell you
Con1C: What You Think You Know: HR Myths & Misconceptions
Con1D: Internal Controls: Case Studies & Best Practices
Con1E: Office 365 Apps Lightning Round Review
Con2A: FASB Update
Con2B: Email Extinguisher
Con2C: K2’s Data Analytics For Accountants And Auditors
Con2D: Tracking, Reporting and Understanding Functional Expenses
Con2E: Microsoft Teams Tips & Tricks
Opt1: Hot Track Huddle: Reduce Decision Fatigue
(No handout for this session will be provided)
Con3A: Tax Basics & Practitioner Considerations for Virtual Currency
Con3B: Are You Trapped in a Leadership Box?
Con3C: K2’s CPA Firm Technology for the Future
Con3D: Audit Update
Con3E: Using the Office 365 Planner App to Manage Projects and Engagements
Con4A: Building an Ethical Culture
Con4B: Preventing Executive Derailment
Con4C: K2’s Privacy Issues and Solutions: What you Need to Know
Con4D: Single Audit Update
Con4E: Automate Appointment Scheduling with Office 365 Booking App
GS2: Technology Updates
Day 2 Materials
GS3: Economic Update
Con5A: The Work Environment After COVID
Con5B: CFO Series: Doing More With Less
If you attended, or are planning to attend session 5B, please take this survey:
Con5C: K2’s Ethics and Technology
Con5D: Commitments, Contingencies & Going Concern
Con5E: Using OneNote to Manage Your Notes and Much More
Con6A: Navigating Your Client through IRS Appeal Process
Con6B: CFO Series: Profit Improvement (Ten Tips for a Better Bottom Line)
Con6C: K2’s Securing Your Data: Practical Tips for Protecting Information
Con6D: Revenue Recognition for NFPs
Con6E: Outlook Tips & Tricks to Save You Time
Opt3: Hot Track Huddle: How to Navigate the Different Working Styles of Generations in the Workplace
Opt4: Hot Track Huddle: Cybersecurity Compliance (Who is Setting the Standard?)
Con7A: Hot IRS Tax Examination Issues for Individuals and Businesses
Con7B: CFO Series: Cash Management (Day to Day Best Practices)
Con7C: Inclusive Leadership
Con7D: Endowment Accounting
Con7E: Using SharePoint for Cloud Based Document Storage
Con8A: Remote Work: Employee Tax Issues
Con8B: CFO Series: Fixing System Risks (Keys to Success)
Con8C: The 5 keys to Winning Talent Retention in 2023
Con8D: Lease Update
Con8E: An Introduction to Chat GPT and the World of Generative AI
GS4: Getting Talent Right
Day 3 Materials
GS5: Heartfelt Leadership
GS6: Understanding NC Politics and Its Impact on the Accounting Profession
GS7: Addressing Emerging Challenges Through Thought Leadership & DEI
GS8: Cracking the Mindset Code: How to Make Your Thinking More Profitable
Con9A: Environment, Social and Governance (ESG) Landscape Overview
Con9B: Maximize Your Firms Profit and Minimize Your Owner Hours
Con9C: The Playbook for Providing VCFO Services
Con9D: Converge & Collaborate: Career Chat for Early Career/Young Professionals
GS9: The Native Digital Revolution: Inside the Mind of Your Gen Z Employee
Attendee Quick Links
Conference Survey: Please take a few moments to fill out the survey(s) regarding the speakers, objectives, and overall program experience for each day you attended. Your feedback is valuable to the association, and your evaluation helps NCACPA continue to offer high-quality CPE programming.
CPE Certificate of Completion: Select the link for each day you attended to retrieve your CPE Certificate of Completion. Please make sure you are selecting the correct format (in-person or virtual.) You’ll be prompted to enter your name, select sessions, time spent in each session, and email address. Once the form is completed, your Certificate of Completion will be generated.
Covey Experience (MONDAY, MAY 15)
*Links are made available at 4:30 pm each day of the conference.
Virtual Attendee Information
In-Person Attendee Information
Please note: Following reconciliation, a Franklin Covey certificate will be emailed to you if you attended the program.
Day 1 (TUESDAY, MAY 16)
*Links are made available at 4:30 pm each day of the conference.
Virtual Attendee Information
In-Person Attendee Information
Day 2 (WEDNESDAY, MAY 17)
*Links are made available at 4:30 pm each day of the conference.
Virtual Attendee Information
In-Person Attendee Information
Day 3 (THURSDAY, MAY 18)
*Links are made available at 4:30 pm each day of the conference.