CONSYM26: 87th Annual Symposium

Grandover Resort & Spa, a Wyndham Grand Hotel

# of CPE Credits

24

Description

Join us for the 87th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several hot topics best practices in day-to-day operations and technology trends, as well as practical strategies to implement to enhance client service.

During registration, please select the sessions you plan to attend. 

Check in for all in-person events begins one hour prior to event start time. Also, be sure to allow enough time for traffic, parking, and check-in. If you should arrive late or depart early, you must adjust your CPE credit accordingly.

Accommodation:
Grandover Resort & Spa, a Wyndham Grand Hotel
1000 Club Rd, Greensboro, NC 27407
336-294-1800

Discounted Reservation Cut-off Date: October 19, 2025
Room Rate: $239+/night
Make your reservation for Grandover Resort & Spa.

Grandover Onsite Information
Registration/Hot Breakfast: 7:00–8:00 am. Sessions begin at 8:00 am.

Download Your Materials Before You Arrive Onsite!
Conference materials will be available on event Attendee Resource Pages prior to the event. We recommend that you download or print your materials before you arrive; printed materials will not be available on site.

Objective

Participants will be able to describe current tax, accounting, business, and/or legal compliance trends and the challenges and opportunities on the horizon; assess whether their organizations are utilizing best practices in day-to-day operations and technology trends; and enhance client/customer service by implementing strategies and practical tips.

Advanced Preparation

None

Required Knowledge

None

Who Should Attend

CPAs and other financially-minded professionals working in public practice and industry.

Credit Types

    CPE

Event Speaker(s)

Heyward Armstrong , Victoria Boon , C Boon , Greg Boone , Robert Broome , Jack Cathey , Mike Cheng , Cal Christian , Felicia Farrar , Melisa Galasso , James Harden , Andrew Hinnant , Randolph Johnston , Alex Lehmann , Michael Manspeaker , Ryan Mas , Bob Mims , Stephanie Otero , Mark Soticheck , Susan Stutzel , Holly Sullenger , Mark Vitner , Daniel Welborn , Keith Wood , Carolyn Woodruff , Chris Word

GS1: The Future of the CPA Profession: What Leaders Must Do Now
Felicia Farrar

With declining accounting enrollments and increased competition for talent, the profession must rethink how it attracts and develops future CPAs. Drawing on her experience in academia and national professional leadership, Dr. Farrar shares strategies for strengthening the pipeline into accounting and creating environments where emerging professionals can thrive.

  • CPE – Business Management & Organization: 1.5
GS2: Federal Tax Update
James Harden

Coming Soon!

  • CPE – Taxes: 1.3
GS3: NC State Tax Update
Keith Wood

This session will review recent North Carolina tax developments, including significant court cases, decisions of the Office of Administrative Hearings, statutory and regulatory developments and changes in tax administration.

  • CPE – Taxes: 1.2
1A: Individual Tax Update
James Harden

Coming Soon!

  • CPE – Taxes: 1.5
1B: Real-World Technology Transformation Peer Panel
Alex Lehmann , Chris Word

In this session, facilitated by Dr. Holly, our members will share their experience navigating technology changes across their organizations—from workflow automation and cloud integration to emerging uses of AI. Rather than focusing on specific products, panelists will explore what drove their decisions, how they approached implementation, and what actually changed as a result.
This session will surface honest insights into the challenges, trade-offs, and lessons learned along the way—helping participants better understand how to evaluate, prioritize, and lead technology transformation within their own firms.
After attending this session, participants will be able to:
* Identify common drivers behind technology transformation in CPA firms
* Recognize key implementation and adoption challenges, including people and process considerations
* Evaluate strategies for prioritizing and sequencing technology initiatives
* Apply lessons learned from peer firms to support effective change management and improved firm outcomes
  • CPE – Information Technology: 1.5
1C: ASB Updates
Michael Manspeaker

Coming Soon!

  • CPE – Accounting: 1.5
2B: The Art of Using Critical and Creative Thinking
Holly Sullenger

Great decisions pave the way for success.  Yet not everyone has a decision-making background or is comfortable knowing the steps necessary to make great decisions.  Interestingly, two different thinking styles make great decisions easy, using simple, do-able steps.  Critical thinking and creative thinking help leaders make sound, successful decisions.   
In this seminar, participants learn how to think in ways that will pave the way for great decisions.  Attendees will uncover several different ways to tap into sound thinking patterns.  And every decision made using these tools will pave the way for future great decisions – and success for everyone.
Objectives
Decision-making objectives in the workplace
The 5 reasons critical thinking is sought-after in the workplace
How critical thinking can be showcased in the workplace
The two types of creative thinking and how to use them together effectively
Using both critical thinking and creative thinking to make sound decisions
More secrets to making great decisions
  • CPE – Personal Development: 1.3
2C: Mergers & Acquisitions: Exit Strategies for Long-Term Value and Legacy
Heyward Armstrong , Andrew Hinnant , Ryan Mas , Daniel Welborn

Coming Soon!

  • CPE – Business Management & Organization: 1.3
2A: Hidden in Plain Sight: Lesser-Known Provisions in the OBB
Victoria Boon

Coming Soon!

  • CPE – Taxes: 1.3
3A: Ethical Use of Artificial Intelligence in a Circular 230 Practice
C Boon

This ethics program examines the responsible integration of AI tools within tax practice under Circular 230. Participants explore current regulatory standards, practitioner risks, and data security obligations when using AI for research, client communication, and IRS representation. The course highlights due diligence, competence, and confidentiality requirements, providing practical frameworks to ensure compliance with Circular 230, the FTC Safeguards Rule, and IRS Publication 4557 in an AI-enabled tax environment.

  • CPE – Taxes: 1.3
3B: How to Communicate Successfully in Today’s Professional Workplace
Holly Sullenger

The one key area where all adults can improve is communication.  Humans have such a hard time communicating with each other – especially in the workplace!  Fortunately, with a few tools and a new understanding, communication can be successful for all involved.
This interactive seminar will help participants communicate more effectively, enabling both professional success and organizational productivity.  Bring your questions and your examples – we will share ideas during this event!
Objectives
Understanding the Communication Process
Communication Barriers and Solutions
Tips for Different Forms of Communication
The Importance of Active Listening and Feedback
Tips from Great Communicators
  • CPE – Personal Development: 1.3
3C: Building the Next Generation of Accountants

Coming Soon!

  • CPE – Specialized Knowledge: 1.3
Reception

GS4: Focus on the Profession
Robert Broome , Alex Lehmann , Mark Soticheck

Coming Soon!

  • CPE – Specialized Knowledge: 1.5
GS5: Economic Update
Mark Vitner

Coming Soon!

  • CPE – Economics: 1.3
GS6: Ethics
Cal Christian

Coming Soon!

  • CPE – Behavioral Ethics: 1.2
4C: GAGAS and Uniform Guidance Update
Melisa Galasso

Coming Soon!

  • CPE – Accounting: 1.5
4A: Small Firm Challenges
Stephanie Otero

Reviews the most pressing challenges facing small CPA firms today, based on practitioner feedback and AICPA surveys
Highlights common concerns related to talent, capacity constraints, succession planning, regulation, and technology
Explores practical strategies small firm practitioners are using to address capacity, succession, and operational challenges
Discusses emerging opportunities for small firms within both the audit and assurance (A&A) and tax practice environments
Concludes with an overview of AICPA and PCPS resources that support small firm growth, efficiency, and long‑term success.
  • CPE – Taxes: 1.5
4B: What’s New in Tax Technology: 2026 Tools Worth Your Attention
Randolph Johnston

Coming Soon!

  • CPE – Information Technology: 1.5
5B: Practice Management Tools: Client Portals, Workflow Automation & Communication
Randolph Johnston

Coming Soon!

  • CPE – Information Technology: 1.3
5C: AICPA Ethics Update
Melisa Galasso

Coming Soon!

  • CPE – Regulatory Ethics: 1.3
6A: Navigating Digital Asset Compliance

The IRS has sole jurisdiction in federal tax crimes.  Whether a civil audit becomes a criminal tax investigation or whether the local federal prosecutor needs help in unraveling complex business transactions, special agents with IRS-Criminal Investigation lead the way in solving complex money laundering and criminal tax investigations.  This presentation will explain the various ways the IRS finds criminal tax cases, what federal statutes are used to prosecute these crimes, the ways IRS investigates these cases, the process an investigation takes until it culminates to imprisonment, and real life examples of adjudicated cases.

  • CPE – Taxes: 1.3
6B: Practical Productivity Improvements: From Manual to Automated
Randolph Johnston

Coming Soon!

  • CPE – Information Technology: 1.3
6C: Peer Review
Michael Manspeaker

Coming Soon!

  • CPE – Accounting: 1.3
Reception (Sponsor Giveaways)

7C: Crypto Currency: Compliance, Mining, Trends
Carolyn Woodruff

Coming Soon!

7B: Passing the Torch – Leading Teams and Clients Through Leadership Transitions
Susan Stutzel

Succession planning is often discussed in terms of ownership structures, valuation, or private equity, but the real success of any transition depends on people. Successful transitions are critical for protecting client relationships, sustaining team engagement, and ensuring long-term firm growth. Passing the Torch equips current partners and emerging leaders with practical strategies to navigate these changes effectively.
Through practical insights and real-world examples, participants will learn how to prepare their teams for leadership change, manage expectations, and ensure continuity in relationships and operations. Whether you are planning a transition in the near future or simply want to strengthen leadership continuity, this session will provide actionable strategies to guide your organization through succession with clarity and confidence.
By the end of this course, participants will be able to:
Lead smoother partner transitions by addressing the specific shifts required for current partners to successfully pass the torch.
Mentor and develop future partners through intentional knowledge transfer, delegation, and feedback to build ownership readiness.
Maintain high levels of employee engagement and client trust during leadership changes by communicating effectively and fostering a culture of excellence.
  • CPE – Management Services: 1.3
7A: A&A Update (FASB)
Mike Cheng

Coming Soon!

  • CPE – Accounting: 1.3
8A: The Art and Science of Financial Leadership: KPIs, Storytelling, and CFO Strategies
Bob Mims

Numbers alone rarely inspire action, but stories do. Today’s finance professionals must move beyond reporting results and learn how to translate financial data, KPIs, and trends into compelling business narratives that drive decisions. This session explores the powerful combination of financial storytelling, performance metrics, and CFO-level thinking to help leaders communicate with greater influence and impact. Through real-world examples and practical techniques, participants will learn how to transform financial information into meaningful insights that resonate with boards, executives, clients, and operational teams. Whether you are an Audit Partner, Tax Professional, CFO, Controller, or Fractional CFO, the ability to tell the story behind the numbers may be your most valuable communication skill.
Session Learning Objectives:
· Why does storytelling always beat data-dumping in financial communication?
· Anatomy of a great financial story: structure, characters, and turning points
· The role of context, trends, and insights in financial messaging
· How Apple uses financial storytelling to engage stakeholders
· Visual tools and techniques to support your narrative
· Communicating with non-financial audiences: clarity without oversimplification
· Emphasis on why this component of communication may be the most important aspect for an Audit partner, Tax professional, CFO/Controller, and Fractional CFO
  • CPE – Specialized Knowledge: 1.2
8B: Own It! Build a Culture Where Everyone Takes Responsibility (and Accountability Becomes Easy)
Susan Stutzel

Tired of constantly chasing people or enforcing accountability? The most effective leaders shift from “holding others accountable” to creating an environment where team members naturally take ownership of their work and results. In this interactive session, you’ll discover how empowering people at every level reduces drama, boosts performance, and frees you to lead instead of manage.
Objectives:
Understand why personal ownership drives both individual growth and organizational success 
Identify the hidden barriers that prevent people from stepping up 
Learn practical, actionable strategies to cultivate a true culture of responsibility and empowerment
  • CPE – Personal Development: 1.2
8C: Designing Analytical Procedures in an Audit or Review
Michael Manspeaker

Coming Soon!

9A: Activate and Execute Your Strategy: Turn Planning into Results
Bob Mims

Most strategic plans fail not because they are poorly written, but because they are poorly executed. This session explores why organizations struggle to turn plans into performance and how finance leaders can bridge the gap between strategy, risk management, and results. Through practical examples, lessons from successful and failed companies, and a healthy dose of humor, participants will learn how to align financial metrics with strategic objectives, build accountability, and determine whether their current plan deserves refinement, or a complete restart. If your strategy isn’t driving results, it may be time to rethink it.
Session Objectives:
· The strategy-execution gap: common reasons why most strategic plans fail
· Why should financial planning lead strategy?
· Evaluating the lifespan and relevance of your strategic plan
· Building your strategy to include risk management
· Building an adaptive, finance-focused strategic approach
· What we should learn from the rise and fall of major companies
· How to align financial metrics with strategy
  • CPE – Business Management & Organization: 1.2
9B: 3 Simple Ways to Make Your Employees Never Want to Leave
Susan Stutzel

Your people are your biggest competitive advantage — yet retaining top talent feels harder than ever in today’s challenging environment. Most organizations invest in engagement but still miss what employees truly crave (and often won’t say out loud).
Join this practical session to uncover:
The biggest gaps in how we approach employee engagement today 
What your team really wants from work (that directly impacts whether they stay or go) 
Simple, high-leverage actions that help employees feel deeply connected, valued, and motivated to stay
  • CPE – Personal Development: 1.2
9C: Coming Soon!
Greg Boone

Coming Soon!

GS7: From Classroom to Boardroom: Shaping the Next Generation of Accountants
Jack Cathey

Coming Soon!

GS8: Decoding Team Chemistry: The Love Language of Collaboration

This session delivers a fresh, energizing perspective on leadership by connecting three core pillars of professional success: Conation, Leadership, and Relationships. In this interactive and thought-provoking session, it explores how high-performing individuals and teams can leverage their natural instincts (conation), elevate their leadership presence, and build meaningful relationships, both in and out of the workplace.
Accountants and financial professionals are often tasked with more than technical expertise. They must communicate across departments, lead under pressure, and drive results in a people-centric world. This session introduces attendees to the science of conation, helping them understand how their instinctive approach to problem-solving directly impacts their leadership style, team dynamics, and personal relationships. We pair this with real-world leadership strategies and practical relationship-building tools that professionals can apply immediately in client meetings, team collaborations, and their personal lives.
Participants gain insight into how self-awareness and conative strengths can unlock better decision-making, reduce burnout, and increase workplace harmony. The session is designed to be engaging, insightful, and packed with practical takeaways—perfect for the modern finance professional who wants to lead with greater purpose and authenticity.
Learning Objectives:
     *  Identify the core components of conation and how they influence individual decision-making,  leadership effectiveness, and interpersonal dynamics in a professional setting.
     *  Apply relationship-building strategies that enhance workplace communication, team collaboration, and client engagement.
     *  Evaluate leadership behaviors and conative strengths to improve self-awareness, reduce friction, and align team roles for optimal performance.

GS9: Putting AI to Work in Real Business Scenarios
Greg Boone

Coming Soon!

Event Level:Update
Event Code:CONSYM26
External ID:CONSYM26
Event Vendor:NCACPA
Fields of Study:CPE, CPE - Accounting, CPE - Behavioral Ethics, CPE - Business Management & Organization, CPE - Economics, CPE - Information Technology, CPE - Management Services, CPE - Personal Development, CPE - Regulatory Ethics, CPE - Specialized Knowledge, CPE - Taxes
Other fields:

Registration Fees

Registration Type Price
CONSYM26: 3-Day Registration -Non-member (Early Bird) NM-EB $1090
CONSYM26: 3-Day Registration-Member (Early Bird) Mem-EB $890
CONSYM26: Monday & Tuesday Only -Member (Early Bird) Mem-MT-EB $685
CONSYM26: Monday & Tuesday Only -Non-member (Early Bird) NM-MT-EB $885
CONSYM26: Monday & Wednesday Only -Member (Early Bird) Mem-MW-EB $685
CONSYM26: Monday & Wednesday Only -Non-member (Early Bird) NM-MW-EB $885
CONSYM26: Monday Only -Non-member (Early Bird) NM-M-EB $580
CONSYM26: Monday Only-Member (Early Bird) Mem-M-EB $380
CONSYM26: Tuesday & Wednesday Only – Member (Early Bird) Mem-TW-EB $685
CONSYM26: Tuesday & Wednesday Only -Non-member (Early Bird) NM-TW-EB $885
CONSYM26: Tuesday Only -Non-member (Early Registration) NM-T-EB $580
CONSYM26: Tuesday Only-Member (Early Bird) Mem-T-EB $380
CONSYM26: Wednesday Only -Non-member (Early Bird) NM-W-EB $580
CONSYM26: Wednesday Only-Member (Early Bird) Mem-W-EB $380

CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.