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Business & Industry Spring Conference

Description

In the business world, the biggest constant is change. This conference covers a myriad of topics aimed to comprehensively address the trends and solutions accounting professionals need to position their organizations for future success.
 

Note: This conference will also be available as a Live Streaming Webcast. Click here for registration information.
 

 

Objective

Participants will be able to discuss various issues that impact CPAs in industry.

Highlights

Ethical Decision Making, Cryptocurrencies Explained, Growth 2022: Covid, The Economy, Inflaction & Mid-Terms, Strategies, and Actions to Increase Profitability.

Who Should Attend

CPAs in business and industry

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

Mr. Ted Abernathy ( Economic Leadership, LLC, Raleigh, NC ), Will Barfield ( Barfield Revenue Consulting, Raleigh, NC ), Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Dr. Jack Cathey, PhD, CPA ( UNC Charlotte, Huntersville, NC ), Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ), Dr. Cal Christian, CPA, PhD ( East Carolina University-College of Business, Greenville, NC ), Jeff Garrett ( Opkalla, Carlotte, NC ), Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ), Mr. Gene Marks, CPA ( The Marks Group PC, Bala Cynwyd, PA ), Ms. Paula McMillan, CFP®, CPA/PFS, CGMA ( Stearns Financial Group, Greensboro, NC ), Peter Metzner, MA, MPA, PCC, BCC ( Dynamic Change, Inc., Chapel Hill, NC ), David Randall Peters, CPA ( Peters Tax Preparation & Consulting, Richmond, VA ), Marcey Rader ( Work Well. Play More!, Raleigh, NC ), Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ), Mr. Jose Ramon Rodriguez, CPA ( Winston-Salem, NC ), Mr. David Scott Showalter, CPA ( NC State University, Raleigh, NC ), Ms. Kecia Williams Smith, Ph.D CPA ( North Carolina A&T State University-College of Business & Economics, Greensboro, NC ), Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Ms. Holly Sullenger, PhD ( Cary, NC ), Tom Triumph, Speaker ( Tom Triumph Consulting, LLC, Chapel Hill, NC ), Mr. Austin Penn Wachter, CPA ( TIAA, Davidson, NC ), Javier Young ( CLA Charlotte, Charlotte, NC ),

Additional Event Information

Accommodations
Grandover Resort & Conference Center
336-294-1800
1000 Club Road
Greensboro, NC 27407

Book your hotel reservation here.
Discounted Reservation Cut-off Date: April 24, 2022
Room Rate: $199/night + tax

Onsite Information
Registration begins at 7:15 am. Sessions begin at 8:05 am.

Download Your Materials Before You Arrive Onsite!
You may download your materials to a laptop, tablet, or e-reader, or print them. It’s up to you how you choose to view the materials. Printed materials will not be available on site. Downloading in advance is recommended.


Sessions

Wednesday, May 25, 2022 (8:05 am–9:20 am ET)

General #1: Intentional Evolution: How People and Companies Navigate Challenge and Thrive
Tom Triumph, Speaker ( Tom Triumph Consulting, LLC, Chapel Hill, NC ),

As a result of the uncertainties and challenges facing businesses today, a significant percentage of once (or currently) healthy businesses will encounter significant difficulty operating with a “business as usual” mindset. Yet the reality is that these inevitable changes concurrently bring new opportunities to those organizations that are able to understand, respond and leverage them. However, a successful future is not arbitrary nor is it reached with a haphazard approach. Rather there are proven strategies that can be learned and methodologies that can be applied to not just survive – but thrive in the future.

Field of Study: Business Management & Organization

Wednesday, May 25, 2022 (9:30 am–10:45 am ET)

General #2: Economic Update: Anticipated Post-Pandemic Reality
Mr. Ted Abernathy ( Economic Leadership, LLC, Raleigh, NC ),

The past 24 months have reset the economic development world. Trends we saw in 2019 have been fast-tracked. Workforce demand has been transformed. Every economic developer is flying their plane at supersonic speed; (and rebuilding it as they go). What does the future look like and how can you and your organization be more successful?

Field of Study: Economics

Wednesday, May 25, 2022 (11:05 am–12:05 pm ET)

1A: K2's Data Analytics for Accountants and Auditors
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own.
In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you.

Field of Study: Information Technology

Wednesday, May 25, 2022 (11:05 am–12:05 pm ET)

1B: Emotional Intelligence - EQ Decision Making
Peter Metzner, MA, MPA, PCC, BCC ( Dynamic Change, Inc., Chapel Hill, NC ),

What is Emotional Intelligence and why is more important than IQ?  How can we develop it?  You will gain a practical understanding of how self-awareness, self-mastery and interpersonal skill are the compass, rudder and sail that will help you navigate these turbulent times. This session will cover these essential aspects of emotional intelligence and how they play out in our professional and personal lives and leave with a useful way to enhance their EQ. Participants will realize how these competencies can build trust, commitment and enhanced team performance. Each will also understand the mindset and traits of resilience and ways to incorporate them in personal as well as professional lives.

Field of Study: Specialized Knowledge

Wednesday, May 25, 2022 (1:00 pm–2:00 pm ET)

2A: K2's AI for Accounting and Financial Professionals
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Artificial Intelligence (AI) is no longer just a theoretical concept! Instead, AI is a practical tool available today to help you address and solve real-world problems. In this course, you will learn about the fundamentals of AI and how you can put this amazing technology to work today to help you and your team work more efficiently and effectively.

Participate in this course to learn about the fundamentals of AI and specific types of problems AI can help you address. You will learn about AI features available in everyday applications – including Excel – and how you can use these features in situations such as detecting fraud and identifying potential errors in transactions. You will also learn how AI is changing how accounting and financial professionals work, both today and in the future.

Field of Study: Computer Software & Applications

Wednesday, May 25, 2022 (1:00 pm–2:00 pm ET)

2B: Practicing Safe Stress and Preventing Burnout
Peter Metzner, MA, MPA, PCC, BCC ( Dynamic Change, Inc., Chapel Hill, NC ),

We live in stressful times with daunting challenges both professionally and personally.  This webinar will help you understand how  stress impacts your mental functioning, health, productivity, relationships and ability to cope. Each will come out of this session with a plan – proven ways to better manage stress and be more creative in navigating the complexities of our current situation.

Field of Study: Personal Development

Wednesday, May 25, 2022 (2:15 pm–3:15 pm ET)

3A: K2's Excel's Best Features - Updated for Excel 2021!
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

​With recent Excel updates provided through Microsoft 365/Office 365 subscriptions and Office 2021, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!

Field of Study: Computer Software & Applications

Wednesday, May 25, 2022 (2:15 pm–3:15 pm ET)

3B: Digital Payments and E-Commerce: Who’s in Your Wallet?
Javier Young ( CLA Charlotte, Charlotte, NC ),

Money transfer apps offer speed and convenience but are they safe? Web facing transactions seem secure but how do you protect yourself and business from digital banking fraud? In this interactive session, you will hear from a former DOD cyber expert who consults with financial institutions to safeguard their assets. Javier will outline some of the options and what are the risks associated with payment apps and third-party solutions.

Field of Study: Auditing

Wednesday, May 25, 2022 (3:35 pm–4:50 pm ET)

General #3: Remote Work, Productivity and Leadership
Marcey Rader ( Work Well. Play More!, Raleigh, NC ),

Worried about keeping your team engaged on endless video calls?
Are folks lost, communicating across a million different channels?
Do you wonder if they’re working too little or too much?

Managing remotely can feel like a recipe for burnout for both you and your team. It doesn’t have to be that way. Though everyone handles working from home differently, there are strategies to foster team collaboration virtually. You can respectfully manage your remote employees without sacrificing your own time, health, or productivity.

Learn how to:
• Avoid distractions and streamline communication team-wide
• Encourage transitions and downtime by constructing guardrails to protect work and personal life
• Drive engagement and connection by creating team rituals

This program is perfect for people who manage people in a remote or hybrid environment.

Field of Study: Personal Development

Thursday, May 26, 2022 (8:05 am–9:20 am ET)

General #4: Technology Update
Dr. Jack Cathey, PhD, CPA ( UNC Charlotte, Huntersville, NC ),

It’s no longer possible to imagine business operating without technology and this past year has brought that reality into an even closer focus. This session will provide updates for common business platforms and tools like Windows. In addition, new analytics tools and methods will be discussed. It will also focus on mobile platforms and devices and smart technologies. A review of new cyber threats and associated security practices will be covered. The session will conclude with a focus on emerging technologies that will likely have value and impact on accounting systems and processes.

Field of Study: Information Technology

Thursday, May 26, 2022 (9:40 am–10:30 am ET)

4A: Ethical Decision Making
Dr. Cal Christian, CPA, PhD ( East Carolina University-College of Business, Greenville, NC ),

As we continue to strive towards improvements in our ethical decision making, this class will provide some guidelines for making sure that our decisions are well thought out. We will discuss ways to make sure that we are prepared for the many ethical dilemmas that we will encounter in the coming year. The class will be centered around the different attributes that will provide a foundation for making better choices in our life and our work. We will also examine how many of the biases that we have acquired throughout our career impact our decision making.

Field of Study: Behavioral Ethics

Thursday, May 26, 2022 (9:40 am–10:30 am ET)

4B: Financial Wellness Strategies by Stage
Ms. Paula McMillan, CFP®, CPA/PFS, CGMA ( Stearns Financial Group, Greensboro, NC ),

While the best time to put a financial life plan in place was twenty years ago, the second best time is today. Outside of winning the lottery or receiving a lofty inheritance, most people don’t just wake up one day with a healthy nest egg. It happens over time. It comes with doing the right things – at the right time. Since challenges and opportunities can vary greatly based on stage of life, we’ll identify specific behaviors and actions to be taken now, and going forward, to be on (or get back on) a solid path to building or maintaining financial independence.

During this time, we’ll be addressing saving and investment strategies and how to mitigate risks. I will offer suggestions to better simplify and manage your portfolio and considerations to build a customized financial plan. Information on Social Security and Medicare planning along will be provided from a plan expert. This sessions will help you identify the gaps in your financial future from college tuition to long term care. Where ever you are in your life stage, some of your financial concerns will be addressed in this fact filled, fast paced session.

Field of Study: Finance

Thursday, May 26, 2022 (10:40 am–11:55 am ET)

5A: Successfully Building and Leading Virtual and Hybrid Teams: Recruitment and Retention Tips and Tricks for Today’s Fickle Workforce
Ms. Holly Sullenger, PhD ( Cary, NC ),

The ability to work in-person, virtually, or in a hybrid fashion is the new organizational reality – and new leadership expectation. However, many find that building and leading a virtual and/or hybrid team is difficult, that time spent on work projects is hard to monitor, and that collaboration, engagement and retention suffer. While these outcomes are possible, there are steps that a leader can take to foster success for their team and their organization.

This seminar will present tips and tricks to leading more effectively in a virtual and/or hybrid environment and will enable participants to develop a personal action plan to successfully lead their virtual work teams.

Field of Study: Personnel/Human Resources

Thursday, May 26, 2022 (10:40 am–11:55 am ET)

5B: A&A Hot Topics
Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ),

This course will be an overview of accounting and assurance standards newly effective for the upcoming calendar year-end busy season. The content will be prioritized based on those standards which will likely be most impactful to the largest number of participants. The content will cover ASUs, SASs, SSARSs, and SSAEs.

Field of Study: Accounting

Thursday, May 26, 2022 (12:55 pm–2:10 pm ET)

6A: Cryptocurrencies Explained – The Industry of Blockchain
Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ),

This session will cover cryptocurrency and blockchain concepts through short stories of how a CPA went from not knowing anything about blockchain to becoming passionate about the math behind the technology. The stories will start with an intriguing title at a national CPA conference then go into the highs, lows and pivots behind building one of the first real-use cases of blockchain technology in the accounting industry. The over-arching goal of these tales is to help the attendees have some context to process domestic and foreign governments’ various acceptance levels of the technology through time.

Field of Study: Specialized Knowledge

Thursday, May 26, 2022 (12:55 pm–2:10 pm ET)

6B: The Evolving Workplace: State Tax & Payroll Implications of Working From Home
David Randall Peters, CPA ( Peters Tax Preparation & Consulting, Richmond, VA ),

The post-COVID world has brought about numerous changes in how we work and where we work. The brick and mortar office is slowly going away, as employees increasingly work from home, coffee shops, or their favorite spot at the local park. While these changes offer employees and companies more flexibility, they also bring about significant changes at the state tax level. In this session, we will discuss state income and payroll tax implications of remote work. Using real world examples and looking at trends in taxation, we will see how the post-COVID world is a new world for CFO’s and Controllers!

Field of Study: Taxes

Thursday, May 26, 2022 (2:20 pm–3:15 pm ET)

7A: Ransomeware and Cybersecurity
Jeff Garrett ( Opkalla, Carlotte, NC ),

• Key Takeaway: Protect yourself/your org from evolving cyber threats by staying informed on what the bad actors are doing and how to stay ahead
of them.
• Learn about what is at stake in an attack, from compromised data and lost money to the negative impact on your organization’s reputation.
• Understand why some of the worst threats are the people inside your company (even when they don’t mean to be).
• Gain tips for championing security throughout your organization to build your strongest defense.
• Become comfortable determining when to handle security in-house, vs. bringing in external support.

Thursday, May 26, 2022 (2:20 pm–3:15 pm ET)

7B: Communication Best Practices for In-person, Virtual and Hybrid Success
Ms. Holly Sullenger, PhD ( Cary, NC ),

Great workplace communication is a skill that employers place high value on. However, human communication has always been challenging. Add in the virtual world of work, and we have an even greater challenge! Fortunately, with a few tips and tricks, communication can be handled artfully and provide success for all involved.

This seminar will share communication best practices for in-person, virtual and/or hybrid environments. Participants will develop a personal action plan to improve their own communication, with personal, team and organization success as ultimate goals!

Thursday, May 26, 2022 (3:35 pm–4:50 pm ET)

General #5: From Great Resignation to Great Retention: How to Move Forward
Will Barfield ( Barfield Revenue Consulting, Raleigh, NC ),

With statistics stacked against employers – and salary budgets – how can you fight and win in this talent war?

Will’s topics will include:

• Employee vs Hiring Manager – Who has the advantage?
• Where does NC stack rank in turnover?
• How is the employment cycle disrupting budgets for business?
• What is the “post-Covid” salary gain for employees?
• Beyond salary, what are some of the reasons driving this trend?

Join this session and learn how to shift your company’s narrative from “resignation” to “retention”.

Field of Study: Personnel/Human Resources

Friday, May 27, 2022 (8:05 am–9:10 am ET)

General #6: Future of the Profession: Panel Discussion
Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Mr. Jose Ramon Rodriguez, CPA ( Winston-Salem, NC ), Ms. Kecia Williams Smith, Ph.D CPA ( North Carolina A&T State University-College of Business & Economics, Greensboro, NC ), Mr. Austin Penn Wachter, CPA ( TIAA, Davidson, NC ),

Session highlights will include a panel discussion with educators and practioners discussing the evolution that is happening in business and the classroom. The conversation will be facilitated by Sharon Bryson, CEO, NCACPA.

Field of Study: Personal Development

Friday, May 27, 2022 (9:20 am–10:25 am ET)

General #7: How Disruption is Shaping Global Supply Chain Management
Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ),

Supply chain disruptions including shipping delays, port congestion, product shortages, and now geo-political conflict continue to plague global economies and the news remains grim. However, what if the pandemic is actually a catalyst for innovative and forward-looking processes and strategies that can revolutionize how future global supply chains are managed? This session will explore this question and will focus on:
– Describing how disruptive “shocks” can improve supply chain management operations
– Explaining which global firms are using the current disruptions to rethink and restructure their supply chains and how this this is being managed.
– Discussing how consumer expectations are driving supply chain innovation.
– Explaining which technologies and strategies have the best potential to improve supply chain efficiency and effectiveness in the context of
disruptive shocks.

Field of Study: Economics

Friday, May 27, 2022 (10:35 am–11:50 am ET)

General #8: Growth 2022: COVID, The Economy, Inflation & Mid-Terms, Strategies, and Actions to Increase Profitability
Mr. Gene Marks, CPA ( The Marks Group PC, Bala Cynwyd, PA ),

Booster shots are here, the economy is in flux, inflation is increasing, and mid-term elections are less than a year away. So what does this mean for your company, your people, your partners and your community? What new issues will we be facing? What investments should we be making? How will the economy fare? How will the mid-term elections impact your operations? What are smart leaders around the country doing to navigate their companies towards growth and profitability over the next two years?

Field of Study: Economics


Share This Event

Event Vendor:NCACPA
Field of Study:Accounting, Auditing, Behavioral Ethics, Business Management & Organization, Computer Software & Applications, Economics, Finance, Information Technology, Personal Development, Personnel/Human Resources, Specialized Knowledge, Taxes
Level: Update

Event Type:Conference
NASBA Instructional Method:Group Live
Event Code:CONBIS22


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Registration Fees

RegistrationEarly BirdRegular
NCACPA Member 3-Day$565.00$615.00
Non-Member 3-Day$665.00$715.00
RegistrationEarly BirdRegular
NCACPA Member Friday Only$165.00$215.00
Non-Member Friday Only$265.00$315.00
2-Day Conference Registration (Thursday & Friday Only)Early BirdRegular
NCACPA Member Thursday & Friday Only$530.00$580.00
Non-Member Thursday & Friday Only$630.00$680.00
RegistrationEarly BirdRegular
NCACPA Member Thursday Only$325.00$375.00
Non-Member Thursday Only$425.00$475.00
RegistrationEarly BirdRegular
NCACPA Member Wednesday & Friday Only$530.00$580.00
Non-Member Wednesday & Friday Only$630.00$680.00
2-Day Conference Registration (Wednesday & Thursday Only)Early BirdRegular
NCACPA Member Wednesday & Thursday Only$530.00$580.00
Non-Member Wednesday & Thursday Only$630.00$680.00
RegistrationEarly BirdRegular
NCACPA Member Wednesday Only$325.00$375.00
Non-Member Wednesday Only$425.00$475.00
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.