Members in 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

Coming soon

Who Should Attend

CPAs in business and industry

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Jack Miller Cathey, PhD, CPA ( UNC Charlotte-The Belk College of Business, Charlotte, NC ), Dr. Cal Christian, CPA, PhD ( East Carolina University-College of Business, Greenville, NC ), Mr. Gary Cokins, CPIM ( Cary, NC ), Mrs. Melisa Fay Galasso, CPA ( Galasso Learning Solutions LLC, Charlotte, NC ), Mr. Benjamin Stuart Goldstein, CPA ( CapTrust Financial Advisors, Raleigh, NC ), Mr. David Griswold ( Deloitte LLP, Charlotte, NC ), Mrs. Leslie Hamm ( Alpha Accounting, Raleigh, NC ), Hugh A. Harris, JD ( NC Department of Justice, Raleigh, NC ), Mr. B. Davis Horne, Jr., Esq. ( Smith Anderson, Raleigh, NC ), Dr. Gary Kohut, PhD ( UNC Charlotte-The Belk College of Business, Charlotte, NC ), Mr. William W. Nelson ( Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh, NC ), Tru Pettigrew ( TruAccess, Cary, NC ), Thanh Pham ( Asian Efficiency, Central, ), Ms. Denise Ryan ( FireStar Speaking, Raleigh, NC ), Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ), Mr. Christopher Smith ( Chapel Hill, NC ), Heather Sperduto ( ADP, Raleigh, NC ), Ms. Holly Sullenger, M.Ed ( Premier Training and Consulting, Cary, NC ), Mr. Vic Taylor, CPA, CGMA ( Taylor Accounting Group, PLLC, Bridgewater, VA ), Mr. Austin Penn Wachter, CPA ( Nuveen - A TIAA Company, Cornelius, NC ), Dr. Michael L. Walden, PhD ( NC State University-Agricultural and Resource Economics, Raleigh, NC ), Michael Walter ( Protiviti, Atlanta, GA ), Ms. Jamie Weidner ( Deloitte Consulting LLP, Miami, FL ), Ms. Devon D. Williams ( Ward and Smith, PA, Raleigh, NC ), Mr. Skip (Frank) Woody, III, CEBS ( Hill Chesson & Woody, Durham, NC ),

Additional Event Information

Accommodations
Grandover Resort & Conference Center
336-294-1800

Please use the following link to book in NCACPA's room block:
Click here to book your room.

Discounted Reservation Cut-off Date: April 23, 2019
Room Rate: $170+ Single/Double

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

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

Wednesday, May 22, 2019 (8:05 am–9:25 am ET)

General #1: Are You Working Too Hard or Not Hard Enough?
Ms. Denise Ryan ( FireStar Speaking, Raleigh, NC ),

“It’s the eternal struggle–do we need to live in the moment or do we need to work for the future? Eat the doughnut or the carrot? Push the team harder or have a company picnic? In this thought-provoking session, you’ll learn what made the Spartans so fierce, Socrates so wise, and how to apply the best of both to maximize your success. You’ll learn:
¨ How to be more disciplined
¨ How to think more critically
¨ When to Spartan Up and when to give it a rest
Leaders will also examine if they need to be more Spartan or Socratic to get the best from their people.”

Field of Study: Personal Development

Wednesday, May 22, 2019 (9:35 am–10:40 am ET)

General #2: Economic Update
Dr. Michael L. Walden, PhD ( NC State University-Agricultural and Resource Economics, Raleigh, NC ),

The session will provide an update and forecast for both the national and North Carolina economies. Topics covered will include economic growth, the likelihood of a recession, the job market, inflation, interest rates, and the the status of international trade relationships. Implications will be offered for both households and businesses. The session will conclude with a perspective on long-run economic issues and options for addressing the issues.

Field of Study: Economics

Wednesday, May 22, 2019 (10:55 am–11:55 am ET)

General #3: Moving Beyond Diversity
Tru Pettigrew ( TruAccess, Cary, NC ),

“Organizations have spent tremendous resources in an attempt to increase diversity. This is understandable as evidence demonstrates that diversity drives innovation, increases creativity, allows for better recruiting, less turnover, and having a stronger place in the market.  
What associations and organizations across the country are quickly realizing however, is that diversity (a state-of-being) cannot be the end goal. Instead, the act of developing safe, open, and inclusive environments for all to collaborate and co-exist is the greatest need and challenge.
This session informs the audience how to go beyond diversity and leverage the power of inclusion. Attendees understand how activating the richness of diversity that is available to them can help them to deliver the more inclusive, collaborative, and productive environments their members, employees, and partners crave.”

Field of Study: Personal Development

Wednesday, May 22, 2019 (12:45 pm–1:55 pm ET)

1A: The GDPR Impact on Cybersecurity
Michael Walter ( Protiviti, Atlanta, GA ),

Coming Soon

Field of Study: Information Technology

Wednesday, May 22, 2019 (12:45 pm–1:55 pm ET)

1B: State Legislative Issues
Mr. B. Davis Horne, Jr., Esq. ( Smith Anderson, Raleigh, NC ), Mr. William W. Nelson ( Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh, NC ), Mr. Christopher Smith ( Chapel Hill, NC ),

Coming Soon

Field of Study: Specialized Knowledge

Wednesday, May 22, 2019 (12:45 pm–1:55 pm ET)

1C: Survival Skills for Managers
Ms. Denise Ryan ( FireStar Speaking, Raleigh, NC ),

“Like a visit to Golden Corral, this session offers a little bit of everything! Some of the most difficult tasks leaders face will be addressed, including how to delegate effectively, correct problem performance, give reward that works, and hold an effective meeting. These are vital skills for retaining and developing talent and are used for effective team building.
Objectives:
Participants will improve their skills in effective delegation as well as correcting problem behavior.  
Participants will be able to design a rewards program that works.
Participants will gain ideas for making meetings more effective.”

Field of Study: Business Management & Organization

Wednesday, May 22, 2019 (2:05 pm–3:10 pm ET)

2A: Career Management

Coming Soon

Field of Study: Personal Development

Wednesday, May 22, 2019 (2:05 pm–3:10 pm ET)

2B: Lead with Purpose
Tru Pettigrew ( TruAccess, Cary, NC ),

““Leadership is the process of influencing people by providing them with purpose, vision, and direction to accomplish the mission for the greater good of the group, family, or organization. And when purpose is not present, dysfunction is inevitable.”
People are not only seeking purpose in their personal lives, but they want to align themselves with organizations that have, and provide them with a sense of purpose. People are seeking to align themselves with brands and organizations that “lead with purpose.” Learn how to become one of those organizations.
This session equips organizations with the insights, process, and tools to effectively lead with purpose, while simultaneously empowering its members to do the same. Benefits include increased productivity, elevated morale, and a more inclusive and collaborative culture.”

Field of Study: Personal Development

Wednesday, May 22, 2019 (2:05 pm–3:10 pm ET)

2C: Effective Crisis Communications
Dr. Gary Kohut, PhD ( UNC Charlotte-The Belk College of Business, Charlotte, NC ),

“Planning for a crisis is not a luxury; it is a necessity. Unplanned events and unexpected accidents represent normal and inevitable elements of running a business. In such instances, the effectiveness of contingency plans, and the way in which they are implemented, will determine the overall outcome. Being able to respond strongly and competently to any imaginable crisis is the mark of a reliable and robust business. By contrast, businesses unable to cope with potential crises are each day facing a dangerously uncertain future. What can change your organization’s fate is how you communicate before, during, and after a crisis.  
This session is designed for practical applications of crisis communication principles. Participants will learn how to anticipate crises, recognize what communication problems look like, distinguish the different phases of crises and how to deal with them, identify the role of a crisis communication team, and learn how to write a crisis communication plan. Crises don’t happen just on the front page. They occur every day, affect organizations of all types, and come in different shapes and sizes. Every organization needs to have effective crisis communications in its crisis management tool chest.”

Field of Study: Communications & Marketing

Wednesday, May 22, 2019 (3:25 pm–4:35 pm ET)

3A: FASB Update
Mrs. Melisa Fay Galasso, CPA ( Galasso Learning Solutions LLC, Charlotte, NC ),

This course will cover the ASUs issued during the year as well as those that will be effective in the near future. This executive overview style will allow participants to be introduced to all the relevant standards, allowing them to identify which standards will impact their entities, in order to do additional research on ASUs impacting their entity. We’ll discuss the key elements of the change in a rapid pace to ensure coverage of the major changes.

Field of Study: Accounting

Wednesday, May 22, 2019 (3:25 pm–4:35 pm ET)

3B: Sales Tax Update
Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

Coming Soon

Field of Study: Taxes

Wednesday, May 22, 2019 (3:25 pm–4:35 pm ET)

3C: Workplace Safety in a Global World

Coming Soon

Field of Study: Personnel/Human Resources

Thursday, May 23, 2019 (8:00 am–9:15 am ET)

4A: Change Management: What Is It, Why Do We Need It, and How Do We Do It?
Mr. Vic Taylor, CPA, CGMA ( Taylor Accounting Group, PLLC, Bridgewater, VA ),

Coming Soon

Field of Study: Personnel/Human Resources

Thursday, May 23, 2019 (8:00 am–9:15 am ET)

4B: Artificial Intelligence/Robotic Process Automation (RPA) + Digital Finance
Ms. Jamie Weidner ( Deloitte Consulting LLP, Miami, FL ),

Cloud-based ERP, robotic process automation, and cognitive computing are helping simplify operational finance processes and free up finance professionals to innovate. We’ll discuss: * Potential impacts of digital disruption on operational finance in the next few years. * How technologies that are available today can be used to elevate the operational finance function. * Implementation considerations as finance organizations move toward a digitally advanced future. * Participants will learn ways to leverage technology to improve the speed and agility of finance operations.

Field of Study: Specialized Knowledge

Thursday, May 23, 2019 (8:00 am–9:15 am ET)

4C: Understanding & Preventing Workplace Harassment
Ms. Devon D. Williams ( Ward and Smith, PA, Raleigh, NC ),

Sexual harassment is all over the news and new allegations are being made daily. What steps can you take to try and ensure your company isn’t in the next headline for sexual or other types of harassment? Labor and employment attorney, Devon Williams, will lead a session discussing workplace policies that address all types of harassment and the importance of not just “checking the box” when it comes to educating your employees. You’ll also learn best practices to implement when a harassment claim is made.

Field of Study: Personnel/Human Resources

Thursday, May 23, 2019 (9:25 am–10:40 am ET)

5A: QuickBooks® Advanced Topics: Deeper Dive
Mrs. Leslie Hamm ( Alpha Accounting, Raleigh, NC ),

Coming Soon

Field of Study: Information Technology

Thursday, May 23, 2019 (9:25 am–10:40 am ET)

5B: Federal Tax Update

Coming Soon

Field of Study: Taxes

Thursday, May 23, 2019 (9:25 am–10:40 am ET)

5C: Personal Productivity
Thanh Pham ( Asian Efficiency, Central, ),

Coming Soon

Field of Study: Personal Development

Thursday, May 23, 2019 (10:55 am–12:10 pm ET)

6A: Security Breaches: North Carolina's Identity Theft Protection Act
Hugh A. Harris, JD ( NC Department of Justice, Raleigh, NC ),

We will discuss North Carolina’s security breach law and the requirements for businesses if there is a security breach. NC DOJ continues to protect the people of North Carolina from falling prey to scams, fraud, and identity theft. We will discuss the types of identity theft, scams, and frauds. In addition, we will cover different frauds and scams and  discuss how to protect your clients and yourself from the devastating effects of identity theft or fraud.

Field of Study: Information Technology

Thursday, May 23, 2019 (10:55 am–12:10 pm ET)

6B: Demystifying Blockchain: Practical Uses and Applications
Mr. David Griswold ( Deloitte LLP, Charlotte, NC ),

Coming Soon

Field of Study: Information Technology

Thursday, May 23, 2019 (10:55 am–12:10 pm ET)

6C: Professional Presentation Skills

“If you ever deliver presentations within your firm or to an outside audience, this seminar is for you. Join us for a comprehensive
program covering the details of professional presentation skills. From platform skills—teaching you the finer points of using effective
eye contact, where to position yourself, voice issues and how to overcome them—to handling questions, controlling your nervousness,
and learning how to eliminate filler words. You’ll also pick up pointers for effectively opening and closing your presentation.
Learning Objectives
• Identify and use effective platform skills
• List various ways to open and close a presentation
• Identify ways to make presentations interactive
• Identify ways to overcome nervous tendencies”

Field of Study: Personal Development

Thursday, May 23, 2019 (1:00 pm–2:15 pm ET)

7A: Financial Planning and Analysis (FP&A) – Making It Work
Mr. Gary Cokins, CPIM ( Cary, NC ),

“Many organizations are far from where they want and need to be when it comes to improving performance. Often, they apply intuition, rather than hard data, when making decisions. Financial planning and analysis (FP&A) is now viewed as the seamless integration of managerial methods such as strategy execution; enterprise risk management (ERM); driver-based budgeting; profitability and cost analysis (using activity-based costing [ABC] principles); and lean and Six Sigma quality management. FP&A is synonymous with enterprise and corporate performance management (EPM/CPM). Each method should be embedded with business analytics of all flavors, such as correlation and regression analysis; and especially predictive and prescriptive analytics to yield the best (ideally optimal) decisions. Learning objectives:
1.How to view FP&A as the seamless integration of managerial methods rather than as a process.
2.Understand how business analytics is an advance over business intelligence and where big data fits in.
3.How to identify and differentiate strategic KPIs in a strategy map’s balanced scorecard and operational performance indicators (PIs) in dashboards.
4.How to properly calculate product, service-line, channel, and customer profitability for analysis, insights, and actions.
5.How to perform “predictive accounting” for capacity-sensitive driver-based budgets/rolling financial forecasts, what-if analysis, and outsourcing decisions”

Field of Study: Finance

Thursday, May 23, 2019 (1:00 pm–2:15 pm ET)

7B: Personal Financial Planning in the Current Environment
Mr. Benjamin Stuart Goldstein, CPA ( CapTrust Financial Advisors, Raleigh, NC ),

Coming Soon

Field of Study: Finance

Thursday, May 23, 2019 (1:00 pm–2:15 pm ET)

7C: Current Trends in Health Benefits, Recruiting and Retaining the Best Employees
Mr. Skip (Frank) Woody, III, CEBS ( Hill Chesson & Woody, Durham, NC ),

Coming Soon

Field of Study: Personnel/Human Resources

Thursday, May 23, 2019 (2:30 pm–4:10 pm ET)

8A: 2019 Professional Ethics & Conduct
Dr. Cal Christian, CPA, PhD ( East Carolina University-College of Business, Greenville, NC ),

Coming Soon

Field of Study: Behavioral Ethics

Thursday, May 23, 2019 (2:30 pm–4:10 pm ET)

8B: 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 Microsoft Excel. The seminar will start out with generic tips to help anyone generating spreadsheets, and will cover intermediate and advanced tips and tricks as the seminar progresses. The seminar will culminate with a look at Excel’s new data analytics tools and will highlight ways to use them to simplify your workload.

Field of Study: Computer Software & Applications

Friday, May 24, 2019 (8:00 am–8:55 am ET)

General #4: Focus on the Profession
Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Mr. Austin Penn Wachter, CPA ( Nuveen - A TIAA Company, Cornelius, NC ),

Coming Soon

Field of Study: Accounting

Friday, May 24, 2019 (9:05 am–10:00 am ET)

General #5: Building Your Distinctive Professional Brand
Heather Sperduto ( ADP, Raleigh, NC ),

“This course will help you define your unique professional brand to differentiate yourself among your colleagues, shape your message to clients, and build your network of contacts on social media. You will leave with tools for evaluating and building your online presence and positioning yourself as an influencer.  
Learning Objectives:
• Define the value of having a professional brand • Create a personal brand statement that is unique and relevant • Create an engaging professional profile on social media platforms, such as LinkedIn • Evaluate your success and set goals for building an effective social media presence”

Field of Study: Personal Development

Friday, May 24, 2019 (10:15 am–11:45 am ET)

General #6: Technology Update
Jack Miller Cathey, PhD, CPA ( UNC Charlotte-The Belk College of Business, Charlotte, NC ),

Change and technology go hand in hand. As the technology used in desktop and laptop systems changes at a slow rate, the threats to security and privacy on these devices continues to increase. In the same manner, as improvements for mobile phone and tablet systems are beginning to advance at a slower rate, the potential of the applications that run on these platforms is growing. We will discuss both the maturing technologies and the emerging technologies and technology issues during this session. Specific topics will include Windows-based systems, iOS and Android-based systems, security and privacy threats and solutions, as well as new technologies such as blockchain and machine learning.

Field of Study: Information Technology

Friday, May 24, 2019 (11:55 am–12:45 pm ET)

Optional #3: Ask the Expert: Technology
Jack Miller Cathey, PhD, CPA ( UNC Charlotte-The Belk College of Business, Charlotte, NC ),

Fast and fun is the nature of this session. We will spend 50 minutes together answering your technology questions. Questions can range from what would be the best laptop to how often should you upgrade your mobile phone. Answers will often emerge from the speaker along with others in the group.

Field of Study: Information Technology


Share This Event

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

Event Type:Conference
Event Code:CONMBS19

Registration Fees

Early Bird Rate expires May 8, 2019

CONMBS19: Members in Business & Industry Spring 3-Day Conference Registration Early Bird Regular
NCACPA Member 3-Day $500.00 $570.00
Non-Member 3-Day $600.00 $670.00
CONMBS19: Members in Business & Industry Spring Friday Only Conference Registration Early Bird Regular
NCACPA Member Friday Only $270.00 $320.00
Non-Member Friday Only $370.00 $420.00
CONMBS19: Members in Business & Industry Spring 2-Day Conference Registration (Thursday & Friday Only) Early Bird Regular
NCACPA Member Thursday & Friday Only $470.00 $540.00
Non-Member Thursday & Friday Only $570.00 $640.00
CONMBS19: Members in Business & Industry Spring Thursday Only Conference Registration Early Bird Regular
NCACPA Member Thursday Only $270.00 $320.00
Non-Member Thursday Only $370.00 $420.00
CONMBS19: Members in Business & Industry Spring 2-Day Conference Registration (Wednesday & Friday Only) Early Bird Regular
NCACPA Member Wednesday & Friday Only $470.00 $540.00
Non-Member Wednesday & Friday Only $570.00 $640.00
CONMBS19: Members in Business & Industry Spring 2-Day Conference Registration (Wednesday & Thursday Only) Early Bird Regular
NCACPA Member Wednesday & Thursday Only $470.00 $540.00
Non-Member Wednesday & Thursday Only $570.00 $640.00
CONMBS19: Members in Business & Industry Spring Wednesday Only Conference Registration Early Bird Regular
NCACPA Member Wednesday Only $270.00 $320.00
Non-Member Wednesday Only $370.00 $420.00