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Members in Business & Industry Fall 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

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

Highlights

* WHY Matters NOW: How Purpose & Passion Inspire Peak Performance * Political, Economic, & Tech Trends That Will Affect Your Company in the Next Three Years * The Multigenerational Workplace * Business, Balance & Bliss: How the B3 Method Can Transform Your Career & Life * Focus on the Profession * Task Mastery: Get the Right Things Done to Work Well & Play More! * Bonus - Q&A with NCACPA CEO & Chair *

Who Should Attend

CPAs who work in business or industry

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

Ms. Welles Bricker ( Paychex Inc., Asheville, NC ), Ms. Gigi DeGaine-Roland, PHR ( Paychex Inc., Asheville, NC ), Ms. Lauren Hardwick, MBA, SPHR, SHRM-CP ( Capital Associated Industries Inc., Raleigh, NC ), Ms. Amanda Paccione, PHR ( Paychex Inc., Asheville, NC ), Mr. William R. Pounds, CFE ( Cherry Bekaert LLP, Raleigh, NC ), Ms. Amy Vetter ( The B3 Method Institute, West Chester, OH ), Mr. Stephen Williamson ( Van Winkle Law Firm, Asheville, NC ), Mr. Justin Jones-Fosu ( Justin Inspires International, LLC, Charlotte, NC ), Mr. Gene Marks, CPA ( The Marks Group PC, Bala Cynwyd, PA ), Kevin Monaghan ( Charlotte, NC ), Sabrina Presnell Rockoff, JD ( McGuire Wood & Bissette, PA, Asheville, NC ), Mrs. Leslie Hamm ( Alpha Accounting, Raleigh, NC ), Mr. Austin Penn Wachter, CPA ( Nuveen - A TIAA Company, Cornelius, NC ), Mr. Robert C. Charles, JD, CPA, MBA ( Babcock Healthcare Center, Rock Hill, SC ), Mr. Jonathan R. Lokhorst ( Lokhorst Consulting LLC, Minneapolis, MN ), Mrs. Wendla Boddy, CPA ( CliftonLarsonAllen LLP, Charlotte, NC ), Mr. Skip (Frank) Woody, III, CEBS ( Hill Chesson & Woody, Durham, NC ), Marcey Rader ( Work Well, Play More® Institute, Raleigh, NC ), Mr. Bradley James Newkirk, CPA ( Dixon Hughes Goodman LLP, High Point, NC ), Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ), Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Ms. Holly Sullenger, M.Ed ( Premier Training and Consulting, Cary, NC ),

Additional Event Information

Accommodations
The Omni Grove Park Inn Resort & Spa
828-252-2711

Please use the following link to book in NCACPA's room block
https://www.omnihotels.com/hotels/asheville-grove-park/meetings/2019-ncacpa-mii-09062019

Discounted Reservation Cut-Off Date: August 12, 2019
Room Rate: $255+ Single/Double

Onsite Information
Registration/Continental Breakfast: 7:15–8:00 am. Sessions begin at 8:00 am.

Parking
Hotel Guest
Outdoor and garage parking are complimentary. You will need to use your room key to exit the gate.

Day Guest
NCACPA has negotiated a $5.00 daily outdoor self-parking rate. You must purchase daily parking stickers from the Omni Grove Park Inn staff onsite. Purchasing details will be sent approximately three days before the conference.

Download Your Materials Before You Arrive Onsite!
Conference materials will be distributed electronically to registrants 3 days in advance of the program. 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

Monday, September 9, 2019 (8:05 am–9:20 am ET)

General #1: Your WHY Matters NOW: How Purpose & Passion Inspire Peak Performance
Mr. Justin Jones-Fosu ( Justin Inspires International, LLC, Charlotte, NC ),

Did you know that BOTH the why of what you do AND the now of what you do matter to achieve meaningful success? What would it look like for you to be more focused, motivated, and committed at home, work, and in your community? Justin is ready to inspire you toward that reachable reality, and to keep you effectively engaged at the same time!

 
In this inspiring and personal keynote, Justin will challenge you to identify or reconnect with your why (purpose) and to live it out now (passion) in order to achieve meaningful success. Too much focus on the “why” can lead to being stymied by indecision leading to little or no action. Too much focus on the “now” can lead to increasing impulsivity and bad decisions. Learn how a clarifying blend of both the “why” and the “now” can help you to become a more engaged employee, impactful leader, and ultimately a thoughtful global citizen.  As a result of attending this program, you will:
 
– Learn the research about how developing clarified values and principles enable you to more effectively lead yourself and then to passionately lead others.

– Understand your position in the Why Now Quadrant and how to grow in pursuing what matters in your personal and professional life.
– Grow in your ability to courageously combat the distracters of your “why” and “now”, and learn how to have intentional accountability to increase your goal achievement.
– Commit to suggested small opportunities to take initiative and ownership of your journey to be a better professional, leader, and world-citizen.
– Understand the significance of your now moment to consistently learn, develop meaningful relationships and impact positive change all around you.

Field of Study: Personal Development

Monday, September 9, 2019 (9:30 am–10:30 am ET)

General #2: Political, Economic, & Tech Trends That Will Affect Your Company in the Next Three Years
Mr. Gene Marks, CPA ( The Marks Group PC, Bala Cynwyd, PA ),

The most successful business executives, owners, managers, and leaders have one thing in common: they are always looking ahead. They’re executing their plans for the current year. But now, they’re thinking of the years to come. How will they navigate their company through potential economic downturns? What impact will the 2020 elections have on their company and industry? What investments should they be making? What technologies should they be considering?

 
If you’re a business leader, it’s your job to also be thinking ahead. That’s because you have people that are relying on you for their livelihoods: your employees, your customers, your partners, your suppliers—and their families. They are counting on your leadership to ensure your company will grow and prosper through whatever challenges the universe throws at you!
 
That’s a lot of responsibility. Fortunately, Gene Marks can help. Gene is a business owner, CPA, author and longtime regular business columnist for The Washington Post, The New York Times, The Guardian, The Hill, The Philadelphia Inquirer, and Forbes Magazine. Gene will share the tactics, strategies, and ideas that hundreds of business leaders are carrying out to grow their companies beyond 2020. Using the most current events and up-to-date information, Gene will share the latest political, economic, and technology trends that will affect your business this year and beyond 2020. He’ll also share actions you can take to meet these challenges. Topics (which can be modified based on the audience) will likely include:
 
✓ A look at the significant candidates and the potential impact of the 2020 presidential and congressional elections on your business and industry and on legislation affecting your employees, healthcare, taxes and the economy;

✓ Compensation and management strategies for finding, motivating, and keeping your employees as productive as possible;
✓ Updates on tax and regulatory information that will help you minimize your tax bill;
✓ New technologies that will fuel your company into the next decade;
✓ Potential growth opportunities for your business;
✓ And more…

 
Gene’s presentations are fast moving, funny, energetic, and filled with not only important information but actionable tasks for you to bring back to your company and succeed.

Remember: smart business leaders are making their plans for beyond 2020. Are you?”

Field of Study: Economics

Monday, September 9, 2019 (10:40 am–11:50 am ET)

General #3: The Multigenerational Workplace
Ms. Holly Sullenger, M.Ed ( Premier Training and Consulting, Cary, NC ),

We are living during a time in which there are five different generations in the workforce. In fact, there are five very different generations that often do not understand each other and frequently have trouble working harmoniously together. This seminar is designed to help professionals learn the different characteristics assigned to each generation in order to promote understanding and enable participants to realize that the most effective work teams will include members from each generation.

Field of Study: Personnel/Human Resources

Monday, September 9, 2019 (12:50 pm–2:00 pm ET)

1A: Multistate Sales Tax Update: Nexus
Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

Sales tax collection requirements are expanding at an unprecedented pace. Due to the Supreme Court’s ruling in South Dakota v. Wayfair, sales tax compliance has become infinitely more complex. This session will discuss the impact of this decision on nexus, additional ways nexus can be established, common problems in becoming compliant, and solutions to these problems.

Field of Study: Taxes

Monday, September 9, 2019 (12:50 pm–2:00 pm ET)

1B: 4 Traits of High Impact Leaders
Mr. Justin Jones-Fosu ( Justin Inspires International, LLC, Charlotte, NC ),

Research shows that people leave organizations because of their direct leader.  With the increasing challenges of retaining and attracting the best talent, it is vital to grow leaders who maximize their leadership capabilities.  Don’t settle for just developing leaders. Develop ones that make great positive impacts in your organization! There are 4 ways that you can better develop your leaders and give them practical tools to better serve their employees/staff. Learn what super successful leaders do and don’t do through the H.E.R.O. Leadership Model. You will learn:

 
– The differences between an average leader and a super successful one

– The correct ways to implement change in your life, department, and organization (there are 5)
– How to entreat others around you to better pursue and connect their individual goals to the organizations goals
– How to get the most out of your people by GIVING the most to your people
– How being Humble, Empowering, Relational, and Optimistic are under looked values of a high impact leader!

Field of Study: Business Management & Organization

Monday, September 9, 2019 (2:10 pm–3:20 pm ET)

2A: Prevention: The Key to Workplace Security
Mr. Stephen Williamson ( Van Winkle Law Firm, Asheville, NC ),

This session will focus on:

 
State and federal laws impacting workplace security;

Employer resources and duties;
Causes of workplace violence;
Effective management used to identify and respond to warning signs;
Common mistakes and failing strategies; and
Guns in the workplace.
This session will include time for Q&A.

Field of Study: Specialized Knowledge

Monday, September 9, 2019 (2:10 pm–3:20 pm ET)

2B: Retain. Inspire. Reward: Compensation Strategies
Kevin Monaghan ( Charlotte, NC ),

Attendees will learn strategies that will add value to their business owner clients in review meetings via tax deductible retention strategies. They will learn about compensation retention strategies such as Tax code 162 Leverage Bonus, Split Dollar, and more. Attendees will learn about solutions that offer deductions to their clients to help retain, inspire, and reward their leaders.

 
* The 6 Pillars of Compensation * Provide an alternative to giving away equity * Selling? How your retention strategy can increase your Sale Price * Learn how to extend your servant leadership into your compensation * Discover the conflicts of interest that exist in compensation negotiations

Field of Study: Accounting

Monday, September 9, 2019 (3:35 pm–4:40 pm ET)

3A: Top 10 Claims Employees Make Against Employers
Ms. Lauren Hardwick, MBA, SPHR, SHRM-CP ( Capital Associated Industries Inc., Raleigh, NC ),

Navigating the Human Resources landscape can be difficult.  Employment regulations change frequently and proactively addressing employee needs is a must.  This workshop takes a look at some common workplace issues that involve possible risk of liability if not handled appropriately.  Both compliance and employee relations scenarios will be discussed, along with best practices that  attendees can take back to use in their organizations.

Field of Study: Personnel/Human Resources

Monday, September 9, 2019 (3:35 pm–4:40 pm ET)

3B: How To Choose & Implement the Best Accounting Software for Your Clients
Mrs. Leslie Hamm ( Alpha Accounting, Raleigh, NC ),

In this session we will look at ways to choose the right accounting software and best practice processes to allow for smooth transitions into the accounting software platform.  We will consider both your needs and your client’s accounting skills. We will also look at Cloud applications and any add-on applications that are required, while keeping your client’s budget in mind. During the session, we will look specifically at QuickBooks Online and QuickBooks Desktop Versions and limitations and features of each. We will consider add-on features available and then go over setting up a project plan and implementation guide.

Field of Study: Computer Software & Applications

Monday, September 9, 2019 (4:45 pm–5:45 pm ET)

Optional #2: Networking Reception (Registrant Only)

Monday, September 9, 2019 (4:45 pm–5:45 pm ET)

Optional #3: Networking Reception (Registrant + 1 Guest)

Tuesday, September 10, 2019 (8:00 am–9:15 am ET)

4A: The Path to CFO: Build a High-Performance Team
Mr. Jonathan R. Lokhorst ( Lokhorst Consulting LLC, Minneapolis, MN ),

High-performance teams move organizations further and faster to accomplish their top goals and priorities. However, most leaders don’t have the training, experience, or skills to develop a high-performance team. This session focuses on five critical practices to help build your team. Learn how to work on your team, not just as a team, to maximize performance.

 
Objectives:
* Discover key elements of high-performance teams
* Develop critical leadership practices to help build your team
* Gain actionable tools to continually develop your team and its members

Field of Study: Personal Development

Tuesday, September 10, 2019 (8:00 am–9:15 am ET)

4B: Controlling Healthcare Costs through Pharmacy Benefit Measures
Mr. Skip (Frank) Woody, III, CEBS ( Hill Chesson & Woody, Durham, NC ),

Pharmacy costs have become front and center for many employers who have witnessed the alarming rise in cost. In the last five years, pharmacy costs have skyrocketed and are on track to represent as much as 25% of the total healthcare spent for some employers. Having a basic understanding of pharmacy benefit managers (PBMs), and options employers have in the marketplace, is more imperative now than ever for finance and HR professionals who want to manage their total healthcare spending.

 
There’s a wide variety of PBMs in the marketplace. While each carrier and third-party administrator may use a different PBM, they all function in a similar fashion and have similar characteristics. Depending on the size of your company and funding, you may have the option to carve out the pharmacy program and select the PBM of your choice.

This session will focus on the trends and challenges that plan sponsors endure in the PBM marketplace and some of the strategies that can be utilized to ensure optimal pharmacy benefit programs. Come discover what your organization needs to know to obtain the best cost and care possible.

Field of Study: Business Management & Organization

Tuesday, September 10, 2019 (9:25 am–10:40 am ET)

5A: Federal Tax Update
Mrs. Wendla Boddy, CPA ( CliftonLarsonAllen LLP, Charlotte, NC ),

This session will provide an overview of new federal tax laws, regulations, and cases that have been released during the past 12 months. In addition, we will focus on tips and pitfalls that we have encountered in serving our clients as they navigate the tax code.

Field of Study: Taxes

Tuesday, September 10, 2019 (9:25 am–10:40 am ET)

5B: Employment Law Update
Sabrina Presnell Rockoff, JD ( McGuire Wood & Bissette, PA, Asheville, NC ),

This session takes an interactive look at the most recent changes in employment law for businesses as well as best practices for implementation.

Field of Study: Business Law

Tuesday, September 10, 2019 (10:55 am–12:10 pm ET)

6A: A&A Update
Mr. Bradley James Newkirk, CPA ( Dixon Hughes Goodman LLP, High Point, NC ),

In this session we will review the latest standards of the FASB, including revenue recognition, the new lease standard implementation, and other relevant guidance. We will also discuss activities of the AICPA, including the Auditing Standards Board, Professional Ethics Committee, and other relevant standard-setting bodies. This presentation will also include a review of the forthcoming changes in the CPA profession that will have a major impact on personnel resources, client service delivery, and standard setting.

Field of Study: Auditing

Tuesday, September 10, 2019 (10:55 am–12:10 pm ET)

6B: Multiply Your Value with Strategic Thinking Skills
Mr. Jonathan R. Lokhorst ( Lokhorst Consulting LLC, Minneapolis, MN ),

You must develop strategic thinking skills to effectively navigate change and deliver exceptional value to your organization, clients, and constituents. Learn the essence of strategic thinking, how it differs from strategic planning, and how to integrate it with traditional planning activities. Explore different approaches and methods to proactively build strategic thinking into your daily routine as a leader.
 
Objectives:

* Integrate strategic thinking with traditional strategic planning
* Develop and apply strategic-thinking skills
* Create a disciplined approach to build strategic thinking into your routines as a leader

Field of Study: Business Management & Organization

Tuesday, September 10, 2019 (1:00 pm–2:40 pm ET)

7A: 2019 Professional Ethics & Conduct
Mr. Robert C. Charles, JD, CPA, MBA ( Babcock Healthcare Center, Rock Hill, SC ),

This course is offered in a group-study format allowing participants and the discussion leader to interact and discuss ethical issues facing the profession. North Carolina Professional Ethics and Conduct (NCPEC) rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because always making the right decision is hard! Considering real-life examples, we will examine the NCPEC rules, current trends in ethical behavior, social networking, and fraud.

 
Note: This course fulfills the State Board’s annual two-hour Ethics CPE requirement. The two-hour Ethics course is required for annual license renewal for North Carolina CPAs and does not qualify one to obtain an original or reciprocal certificate (the Accountancy Law course required for certification and reciprocity is an eight-hour program that is also offered by NCACPA, and it satisfies this requirement). If you have questions, please contact the NC State Board of CPA Examiners. The vendor has identified this course as satisfying the 80-hour requirement for Yellow Book. It is up to the individual to determine if this course meets the 24-hour Yellow Book requirement. If you have a question, please contact the GAO at (202) 512-9535

Field of Study: Regulatory Ethics

Tuesday, September 10, 2019 (1:00 pm–2:40 pm ET)

7B: Excel® Tips & Tricks
Ms. Holly Sullenger, M.Ed ( Premier Training and Consulting, Cary, NC ),

This seminar is designed to showcase little-known Excel tips and tricks—with the goal of helping attendees work more quickly and accurately in Excel. The seminar will start out with generic tips that can help anyone who generates spreadsheets, and will cover intermediate and advanced tips and tricks as the seminar progresses. The best thing about this interactive seminar is that it is taught in plain English—not geek-speak!

Field of Study: Computer Software & Applications

Tuesday, September 10, 2019 (2:55 pm–4:15 pm ET)

8A: Small Business Fraud
Mr. William R. Pounds, CFE ( Cherry Bekaert LLP, Raleigh, NC ),

Coming Soon

Field of Study: Auditing

Tuesday, September 10, 2019 (2:55 pm–4:15 pm ET)

8B: Ensuring You Are Prepared: HR & Payroll
Ms. Welles Bricker ( Paychex Inc., Asheville, NC ), Ms. Gigi DeGaine-Roland, PHR ( Paychex Inc., Asheville, NC ), Ms. Amanda Paccione, PHR ( Paychex Inc., Asheville, NC ),

Participants will receive an update for top HR issues, including preparing clients as well as payroll topics focused on the pros and cons of in-house vs outsourcing.

Field of Study: Business Management & Organization

Wednesday, September 11, 2019 (8:00 am–8:50 am ET)

General #4: Business, Balance & Bliss: How the B3 Method Can Transform Your Career & Life
Ms. Amy Vetter ( The B3 Method Institute, West Chester, OH ),

Do you find that your work and daily life can become mechanical or routine? Uncover how to either rekindle or discover the spark you desire in your career and life. Based on Amy Vetter’s book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, you will learn valuable insights and tips, backed by scientific research, on how to align your authentic self with the work you do.

 
Leave with the tools and inspiration to: create your own sense of work-life harmony, uncover your inner talents and passions, learn to be more present and productive at work and home, and gain an understanding of how to develop technology practices (and boundaries) to put in place in order to lead a more mindful, connected, and fulfilled life.
 
Learning Objectives: Learn how to eliminate the stress of trying to achieve work-life balance by creating work-life harmony; discover your inner talents and passions and align them with the work you do; integrate mindfulness into how you work yourself and with your teams; develop healthy technology practices for better human connection; become a more empathetic, authentic leader and colleague; and, build long-lasting prosperous business relationships.

Field of Study: Personal Development

Wednesday, September 11, 2019 (9:00 am–9:50 am ET)

General #5: Focus on the Profession
Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Mr. Austin Penn Wachter, CPA ( Nuveen - A TIAA Company, Cornelius, NC ),

This interactive and informative session will cover a multitude of major issues affecting not only our profession, but our businesses, state, nation, and world. Topics will include the US Congress and NC General Assembly. What are our standard setters and regulators up to? What is happening on the international scene that will affect you? What are the latest actions by the NC State Board of CPA Examiners? What changes are in store for you from NCACPA and AICPA? Come prepared to ask questions and share your opinion!

Field of Study: Accounting

Wednesday, September 11, 2019 (10:00 am–11:40 am ET)

General #6: Task Mastery: Get the Right Things Done to Work Well & Play More!
Marcey Rader ( Work Well, Play More® Institute, Raleigh, NC ),

“Do you have trouble prioritizing and focusing on income-generating activity? Do you need ways to be more efficient at work and home in order to have more free time? Task Mastery isn’t about checking all the boxes if the right boxes aren’t being checked. In this top-rated program, Marcey helps you throw away the busy badge because there’s no winner in who’s the busiest. Why? Because busy doesn’t mean effective. We want to work on our business, not our busyness.

 
You’ll learn how to:
Set boundaries to prioritize your list and focus on tasks that move the needle; outsource creatively within your personal and professional budget; and save yourself from yourself with automation to decrease decision-fatigue and eliminate the distracted-squirrel effect.”

Field of Study: Personal Development

Wednesday, September 11, 2019 (12:00 pm–12:50 pm ET)

Optional #1: Q&A with NCACPA CEO & Chair
Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Mr. Austin Penn Wachter, CPA ( Nuveen - A TIAA Company, Cornelius, NC ),

Join Sharon Bryson, NCACPA’s CEO, and Chair, Austin Wachter, in this interactive session as they answer your questions about the accounting industry, future of the profession, and NCACPA.

Field of Study: Accounting


Share This Event

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

Event Type:Conference
Event Code:CONMBF19


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Registration Fees

Early Bird Rate expires August 26, 2019

3-Day Registration Early Bird Regular
NCACPA Member 3-Day $520.00 $590.00
Non-Member 3-Day $620.00 $690.00
Monday & Tuesday Only Early Bird Regular
NCACPA Member Monday & Tuesday Only $470.00 $540.00
Non-Member Monday & Tuesday Only $570.00 $640.00
Monday & Wednesday Only Early Bird Regular
NCACPA Member Monday & Wednesday Only $470.00 $540.00
Non-Member Monday & Wednesday Only $570.00 $640.00
Monday Only Registration Early Bird Regular
NCACPA Member Monday Only $270.00 $320.00
Non-Member Monday Only $370.00 $420.00
Tuesday & Wednesday Only Early Bird Regular
NCACPA Member Tuesday & Wednesday Only $470.00 $540.00
Non-Member Tuesday & Wednesday Only $570.00 $640.00
Tuesday Only Registration Early Bird Regular
NCACPA Member Tuesday Only $270.00 $320.00
Non-Member Tuesday Only $370.00 $420.00
Wednesday Only Registration Early Bird Regular
NCACPA Member Wednesday Only $270.00 $320.00
Non-Member Wednesday Only $370.00 $420.00
CPE Sponsors LogoThe National Registry of CPE Sponsors is a program offered by the National Association of State Boards of Accountancy (NASBA) to recognize CPE program sponsors who provide continuing professional education (CPE) programs in accordance with nationally recognized standards. The North Carolina Association of Certified Public Accountants is registered with 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 more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800- 469-1352.