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82nd Annual Symposium

Description

Join us for the 82nd annual NCACPA Symposium! Participants will receive the most 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 best practices in day-to-day operations and technology trends, as well as practical strategies to implement to enhance client service.
 
Provided circumstances surrounding COVID-19 allow for safe gatherings, this event will be available both online and in-person. You will be able to choose whether you would like to attend in-person or virtually during the registration process. Note: In-person spots are limited so early registration is suggested. 

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.

Highlights

See Sessions

Who Should Attend

CPAs, attorneys, and financial professionals who work in public practice or business & industry

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

Mary Adams ( Smarter-Companies, Boston, MA ), Mr. Barton Whitfield Baldwin, CPA ( Baldwin & Hodge, LLP, Mount Olive, NC ), Aaron Bock ( Opkalla, Carlotte, NC ), David Cieslak, CPA.CITP, CGMA, GSEC ( RKL eSolutions, LLC, Lancaster, PA ), Carter Cofield, CPA, PFS ( Cofield Advisors, Chicago, IL ), Ms. Bernita Whitaker Demery, CPA ( City of Greenville, Harrisburg, NC ), Brian Glass ( Ernst & Young LLP, Charlotte, NC ), Genevieve Hancock, CPA ( LPL Financial, San Diego, CA ), Carol Hayden, Speaker ( Investors Title Insurance Co., Chapel Hill, NC ), Dr. Florence Holland, Ed.D ( RSM US LLP, Raleigh, NC ), Vanessa Mathews ( Asfalis Advisors, Charlotte, NC ), Mr. Carl Raymond Mayes, Jr., CPA ( The Association of International Certified Professional Accountants, Raleigh, NC ), Mitch Miles ( Beyond LinkedIn, ), Mr. Jeffery Lee Odom, CPA ( Self Employed, Garner, NC ), Matt Rampe, ASA, PCC, CPCC ( Rampe Consulting, Grand Rapids, MI ), Louise Warwick Reed, CPA ( Louise W. Reed, CPA, PC, Richmond, VA ), Mr. Mark Paul Soticheck, II, CPA, CGMA ( NCACPA, Raleigh, NC ), Jesse St.Cyr, JD ( Poyner Spruill, LLP, Raleigh, NC ), Mr. Jay Strickland ( WingSwept, Garner, NC ), Marcy Twete ( Marcy Twete Consulting, Minneapolis, MN ), Jennifer Van Zant, Partner ( Brooks, Pierce, McLendon, Humphrey & Leonard, LLP, Greensboro, NC ), Lisa Wallace ( Social Security Administration, Raleigh, NC ), Mr. Michael A. Westervelt, CPA ( CliftonLarsonAllen LLP, Huntersville, NC ), Caroline Knox, Speaker ( Knox Law, Hendersonville, NC ), Mr. Kelly Daniel Puryear, CPA ( TRP Sumner PLLC, Fayetteville, NC ), Mr. Jeffrey Norman Rapaglia, CPA ( Dixon Hughes Goodman LLP, Charlotte, NC ), Mr. Carl Raymond Mayes, Jr. ( Morrisville, NC ), Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ), Jeanie Chang, Licensed Marriage and Family Therapist and Founder ( Your Change Provider, PLLC, Cary, NC ), Wendy Gates Corbett, President and Chief Presentation Officer ( Raleigh, NC ), Michael Peter Manspeaker, CPA ( Coastal Peer Review, Inc., ), Ms. Shawana T. Hudson, CPA ( Thomas & Gibbs CPAs, PLLC, Cary, NC ), Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ), Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ), Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ), Amanda Steele ( Crawford 1031 Advisors, Raleigh, NC ), Mr. Alex Lehmann, CPA ( MPCompany LLP, Raleigh, NC ), Mr. J.Travis Hockaday, JD ( Smith Anderson, Raleigh, NC ), Mr. Robert C. Charles, JD, CPA, MBA ( Babcock Healthcare Center, Rock Hill, SC ), Mr. Keith Allen Wood, CPA, JD ( Carruthers & Roth, PA, Greensboro, NC ), Dr. Gary Kohut, PhD ( UNC Charlotte-The Belk College of Business, Charlotte, NC ), Mrs. Melisa Fay Galasso, CPA ( Galasso Learning Solutions LLC, Charlotte, NC ), Mr. Jonathan Cory Kraftchick, CPA ( Cherry Bekaert LLP, Raleigh, NC ), Mr. Bruce Nunnally, CPA, CGMA ( Carr, Riggs & Ingram, LLC, Miramar Beach, FL ), Mr. William Hunter Cook, CPA ( Charlotte, NC ), Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Dr. Michael L. Walden, PhD ( NC State University-Agricultural and Resource Economics, Raleigh, NC ), Ms. Carolyn Johnson Woodruff, CPA, JD, CVA ( Woodruff Family Law Group, Greensboro, NC ), Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Ms. Holly Sullenger, PhD ( Cary, NC ), Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Additional Event Information

The health and safety of our learners, speakers, and staff has always been, and always will be, our top priority. In an effort to keep everyone safe we have updated our already thorough cleaning guidelines and implemented additional processes and procedures to ensure your health, safety and comfort. This conference hosted at the Grandover Resort, will be held at a modified capacity to allow for limited touch and proper social distancing, while hotel staff and NCACPA team members expand efforts to maintain a clean and safe environment. These protocols will allow us to provide exceptional service in a safe environment. We are confident in our staff’s ability to welcome you safely back to our in-person events, with the personalized service you’ve always known and trusted.

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: October 18, 2021
Room Rate: $169 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

Monday, November 15, 2021 (8:00 am–8:50 am ET)

General #1: Riches in the Niches: How To Double Your Revenue With Half The Clients
Carter Cofield, CPA, PFS ( Cofield Advisors, Chicago, IL ),

*Why serving less allows you to earn more
*Finding Your Niche is the most important thing you can do
*Branding Your Practice helps attract your perfect client

Field of Study: Personal Development

Monday, November 15, 2021 (9:00 am–10:15 am ET)

General #2: Federal Tax Update: Individual
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

With 2020 returns in the rear view mirror, it’s time to look ahead to 2021. We will address the 2021 changes in the COVID-Related Tax Act of 2020, the March American Rescue Plan Act of 2021, pending legislation and the ever-expanding Form 1040 (it’s not a postcard anymore!). This session is intended to provide the practitioner with the latest developments in order to prepare for the upcoming tax preparation season.

Field of Study: Taxes

Monday, November 15, 2021 (10:25 am–11:35 am ET)

General #3: Federal Tax Update: Business
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

A lively discussion of the tax changes impacting business taxpayers in 2021, including the COVID-Related Tax Act of 2020, the American Rescue Plan Act of 2021, IRS guidance on the ERC, Business Meal deductions, and the pending $3.5T Reconciliation Bill.

Field of Study: Taxes

Monday, November 15, 2021 (12:35 pm–1:25 pm ET)

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

This session will cover the evolving world of state tax nexus. Nexus rules vary by state and tax type and are constantly changing. The explosion of remote employees brought on by the pandemic has made determining nexus even more challenging. We will address sales, income, and gross receipts nexus.

Field of Study: Taxes

Monday, November 15, 2021 (12:35 pm–1:25 pm ET)

1B: Enhancing Audit Quality: Areas to Focus on in the Current Environment
Mr. Carl Raymond Mayes, Jr. ( Morrisville, NC ), Mr. Carl Raymond Mayes, Jr., CPA ( The Association of International Certified Professional Accountants, Raleigh, NC ),

Every year, the chairs of the Auditing Standards Board, Peer Review Board and other AICPA technical committees work with AICPA subject matter experts to identify Areas of Focus for the Enhancing Audit Quality initiative. These represent areas of practice which present the greatest risk to assurance quality in the coming year. Join this session to learn about the current Areas of Focus, common challenges that firms are experiencing and how your firm can avoid them.

Field of Study: Auditing

Monday, November 15, 2021 (12:35 pm–1:25 pm ET)

1C: Demystifying FinTech
Ms. Carolyn Johnson Woodruff, CPA, JD, CVA ( Woodruff Family Law Group, Greensboro, NC ),

This basics course will demystify FinTech as it relates to reshaping the banking and payments industry. FinTech is transforming the personal finance arena. How does blockchain and cryptocurrency fit in this model? What is the future of FinTech and banking? Don’t worry, the course will work with an understanding of the vocabulary of this emerging field for CPAs.

Field of Study: Specialized Knowledge

Monday, November 15, 2021 (12:35 pm–1:25 pm ET)

1D: RPA (Robotic Process Automation)
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. This session will provide a road map on workflow technologies and RPA tools you can implement now to improve productivity.
Session highlights:
* Identify leading workflow technologies
* List workflow documentation tools
* Differentiate products working today and workflow technology that is not practical

Field of Study: Information Technology

Monday, November 15, 2021 (12:35 pm–1:25 pm ET)

1E: State Board's Strategic Initiatives and Q&A Panel
Mr. Barton Whitfield Baldwin, CPA ( Baldwin & Hodge, LLP, Mount Olive, NC ), Ms. Bernita Whitaker Demery, CPA ( City of Greenville, Harrisburg, NC ), Jennifer Van Zant, Partner ( Brooks, Pierce, McLendon, Humphrey & Leonard, LLP, Greensboro, NC ),

Field of Study: Various

Monday, November 15, 2021 (1:40 pm–2:30 pm ET)

2A: S Corporation Update
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

This program addresses the critical issues and opportunities facing S-corporations in 2021. The focus will be on K-1 reporting of total shares and individual shareholder reporting of basis in stock and debt. Timing of Basis increases from tax-free PPP loan forgiveness and reasonable compensation for Goldilocks (not too high – not too low, maybe just right) will be discussed too!

Field of Study: Taxes

Monday, November 15, 2021 (1:40 pm–2:30 pm ET)

2B: Common Deficiencies in Preparation of Financial Statements
Mr. Bruce Nunnally, CPA, CGMA ( Carr, Riggs & Ingram, LLC, Miramar Beach, FL ),

It’s never fun to have to reissue financial statements due to compliance errors. To help you prevent that from happening, we will look at areas where financial statements are prepared, but often not in compliance with professional standards.

Field of Study: Accounting

Monday, November 15, 2021 (1:40 pm–2:30 pm ET)

2C: Careful Where You Step: Best Practices for Managing Your Digital Footprint
Mitch Miles ( Beyond LinkedIn, ),

Your digital footprint is a record of your online activity; the websites you visit, the comments you make, and the images you share. It also serves as the first impression others gather about you when they visit your website, locate you on social media, or find you in a Google search.

Proactively managing your digital footprint serves as an important asset to your personal and professional brand; the story you share with others.

In this session, Mitch Miles shares specific tools and best practices for optimizing your online presence. You will learn how to safely manage your privacy, develop an effective online personal and professional brand, while also creating opportunities for networking.

Field of Study: Communications & Marketing

Monday, November 15, 2021 (1:40 pm–2:30 pm ET)

2D: Data Analytics
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

This session provides a practical approach for data collection captured to identify fraud and perform analytical review using Excel calculations.
Session Highlights:
* Identify techniques for assessing the reasonableness of accounting data
* Describe how to automate the process of extracting and analyzing data using Open Database Connectivity (ODBC)
* Recognize when to use Excel Tables and PivotTables for creating reports and analysis

Field of Study: Information Technology

Monday, November 15, 2021 (1:40 pm–2:30 pm ET)

2E : Incorporating DEI Into Your Organization
Dr. Florence Holland, Ed.D ( RSM US LLP, Raleigh, NC ),

A record number of businesses and organizations were inspired to incorporate diversity, equity and inclusion (DEI) in 2020. But now what? This session will allow the participant to walk away with practical steps to take their organization to the next level on the DEI continuum!

Field of Study: Business Management & Organization

Monday, November 15, 2021 (2:40 pm–3:30 pm ET)

3A: Current Strategies in Estate Planning
Caroline Knox, Speaker ( Knox Law, Hendersonville, NC ),

Coming Soon!

Field of Study: Taxes

Monday, November 15, 2021 (2:40 pm–3:30 pm ET)

3B: ARSC Update: Reviews, Compilations and Financial Statement Preparation Engagements
Mr. Michael A. Westervelt, CPA ( CliftonLarsonAllen LLP, Huntersville, NC ),

– Overview of ARSC Activities
– Understanding of Review, Compilation and Preparation Engagements
– Common Deficiencies in these engagements

Field of Study: Auditing

Monday, November 15, 2021 (2:40 pm–3:30 pm ET)

3C: Employment Law
Mr. J.Travis Hockaday, JD ( Smith Anderson, Raleigh, NC ),

Field of Study: Business Law

Monday, November 15, 2021 (2:40 pm–3:30 pm ET)

3D: QuickBooks: Online and Desktop
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

This session will review the new features added to recent versions of QuickBooks Online and, additionally, differentiate between the different products in the QuickBooks family.
Session highlights:
* Identify appropriate responses to common QuickBooks user issues
* Define appropriate procedures for setting up client data files in QuickBooks
* Identify techniques for creating reports and analyzing data in QuickBooks
* Utilize QuickBooks tools to enhance management control

Field of Study: Computer Software & Applications

Monday, November 15, 2021 (2:40 pm–3:30 pm ET)

3E: 2021 Professional Ethics & Conduct
Mr. William Hunter Cook, CPA ( Charlotte, NC ),

North Carolina Professional Ethics and Conduct 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 making the right decision every time is hard! Without a solid ethical base, the rules are difficult to apply. The North Carolina Professional Ethics and Conduct rules provide the foundation for examining the standards of ethical conduct. These standards of ethical conduct are not only examined for those CPAs in public practice, but also for CPAs working in industry, government, and education throughout North Carolina. You will examine current trends in ethical behavior, social networking, and fraud. Real-life case studies supplied by North Carolina CPAs that examine those ethical dilemmas most prevalent in the workplace will be discussed. Note—This activity fulfills the state board’s annual minimum 50-minute ethics CPE requirement. The 50-minute ethics activity is required for annual license renewal for North Carolina CPAs and does not qualify one to obtain an original or reciprocal certificate (the NC 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.

Field of Study: Regulatory Ethics

Monday, November 15, 2021 (3:40 pm–4:35 pm ET)

4A: Related Party Issues in a 1031 Exchange: An In-Depth Look
Carol Hayden, Speaker ( Investors Title Insurance Co., Chapel Hill, NC ),

Participants will learn, and be able to apply the following concepts in their practice:
– What are the related party rules?
– What is the policy behind the related party rules?
– What are the common misconceptions I or my clients might have about the rules?
– What, exactly, is “basis shifting” and how does that work?
– Are there any exceptions to the general rules?
– How do the positive and negative rulings play out?

Field of Study: Taxes

Monday, November 15, 2021 (3:40 pm–4:35 pm ET)

4B: Quality Management Proposal
Mr. Jeffrey Norman Rapaglia, CPA ( Dixon Hughes Goodman LLP, Charlotte, NC ),

This session will provide insights into the AICPA’s Proposed Quality Management Standards, including potential impacts to smaller practitioners. The AICPA’s proposals, which are made up of three interrelated proposed standards, are intended to:

*Update the standards for advances in technology and changes in the business environment since 2006.
*Replace the current “one-size-fits-all” model with a more scalable approach to quality for firms of all sizes.
*Assist firms in identifying and addressing risks specific to their practice — and therefore address potential issues with quality, consistency, leadership and governance.

Field of Study: Auditing

Monday, November 15, 2021 (3:40 pm–4:35 pm ET)

4C: Lessons Learned from the Pandemic/Disruption
Dr. Gary Kohut, PhD ( UNC Charlotte-The Belk College of Business, Charlotte, NC ),

The COVID-19 pandemic changed life as we know it—and it may have changed us individually as well, from our morning routines to our life goals and priorities. Organizations have had to reassess “business as usual” as they adapt to a challenging environment, where the only certainty is change. Dealing with all of this has dominated much of our energy, attention and even our emotions.

Now may be a good time to reflect on the lessons learned during the pandemic. Are there silver linings or insights gained? If organizations have learned anything over the past 18 months, it would be the importance of remaining resilient and the ability to adapt to the “new normal”. Now, as we turn our attention to the next phase, the period of post-COVID business practices, new competitive threats and opportunities have created a gray area of indecision. While many organizations have struggled to survive this period of uncertainty, those who prioritized a change strategy – and fostered a culture of adaptability – not only survived but thrived in terms of growth and revenue this past year.
This session will focus on seven key lessons worth remembering from the pandemic, including those that might help us nurture a capacity to address future crises and improve future business operations.

Field of Study: Business Management & Organization

Monday, November 15, 2021 (3:40 pm–4:35 pm ET)

4D: MS Office 365/Ecosystem
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Office 365 subscriptions can include many tools such as Teams, Power Automation and Planner which can integrate with SharePoint, OneDrive and Outlook. This session will provide guidance necessary to take full advantage of your investment in Microsoft Office 365 and understand how these apps or tools integrate.
Session highlights:
* Identify key components of the Office 365 portal
* Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
* Use Team sites for shared documents, calendar, and task lists

Field of Study: Computer Software & Applications

Monday, November 15, 2021 (3:40 pm–4:35 pm ET)

4E: Behavioral Ethics
Mr. William Hunter Cook, CPA ( Charlotte, NC ),

Professional Ethics & Conduct will cover why we fail to do what’s right and provide ideas on what to do about that. Also, we will discuss new and proposed updates to the NC Board rules and the AICPA Code of Professional Conduct. The Behavioral Ethics session will summarize real cases that came before the NC Board. Participants will be asked to render their own decisions based on evidence presented. This course satisfies the North Carolina 50-minute annual ethics requirement.

Field of Study: Behavioral Ethics

Tuesday, November 16, 2021 (8:00 am–9:15 am ET)

General #4: Economic Outlook: The New Post-Pandemic Economy
Dr. Michael L. Walden, PhD ( NC State University-Agricultural and Resource Economics, Raleigh, NC ),

The pandemic has been a game-changer for the economy. After a deep recession, the economy has almost fully recovered. However, issues like inflation, debt, and labor disruptions persist. The presentation will examine the current condition of the economy and provide forecasts for both the immediate and long-term future. Emphasis will on the forces shaping the long-term economy.

Field of Study: Economics

Tuesday, November 16, 2021 (9:30 am–10:30 am ET)

General #5: Professional Issues Update
Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ), Ms. Sharon H. Bryson, M.Ed. ( NCACPA, Raleigh, NC ), Ms. Shawana T. Hudson, CPA ( Thomas & Gibbs CPAs, PLLC, Cary, NC ),

Our panelists will share their knowledge and perspectives during this informative session on the latest issues affecting the profession and the business climate on state, national, and global levels.
Session highlights include:
* Activities of standard setters and regulators in US Congress and the NC General Assembly
* International trends that stand to affect you, your organization, and your clients
* Latest actions taken by the NC State Board of CPA Examiners * Changes in store for you from NCACPA and the AICPA
and more!

Field of Study: Accounting

Tuesday, November 16, 2021 (10:45 am–11:45 am ET)

General #6: NC Tax Update
Mr. Keith Allen Wood, CPA, JD ( Carruthers & Roth, PA, Greensboro, NC ),

This session reviews recent North Carolina tax developments, including significant court decisions, rulings, statutory developments involving individual taxes, corporate income and franchise taxes, sales and use taxes and tax administration.

Field of Study: Taxes

Tuesday, November 16, 2021 (12:45 pm–2:00 pm ET)

5A: False Tax Returns Are A Crime: Why CPAs and Their Clients Go To Prison (What The Government Must Prove For Tax Crimes And What To Do If Your Client Is A Defendant)

The IRS has sole jurisdiction in investigating tax crimes. The false tax return is the basis for most federal tax crimes. To prove the crime, the IRS compares reality to the tax return for evidence to prove guilt beyond a reasonable doubt in federal court. This presentation will explain the law regarding preparing false tax returns, how IRS finds bad return preparers, how the IRS investigates criminal tax violations, real life examples of return preparers being criminally charged, and what to do if you are contacted by the IRS regarding false tax returns.

Field of Study: Taxes

Tuesday, November 16, 2021 (12:45 pm–2:00 pm ET)

5B: FASB Update
Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ),

Join Mike Cheng for a Financial Accounting Standards Board (FASB) update. This discussion will focus on recent changes that impact financial reporting in the upcoming year and beyond.

Field of Study: Accounting

Tuesday, November 16, 2021 (12:45 pm–2:00 pm ET)

5C: The Art of Upfront Pricing
Matt Rampe, ASA, PCC, CPCC ( Rampe Consulting, Grand Rapids, MI ),

The world of CPA firm pricing is changing – should you offer hourly? Value billing? Subscription? None of the above? In this session we will discuss pricing options with a focus on up front pricing. Benefits of this approach and immediate ways you can apply it will be discussed.

Field of Study: Business Management & Organization

Tuesday, November 16, 2021 (12:45 pm–2:00 pm ET)

5D: Get More from Your Virtual Platform
Mr. Jonathan Cory Kraftchick, CPA ( Cherry Bekaert LLP, Raleigh, NC ), Mr. Alex Lehmann, CPA ( MPCompany LLP, Raleigh, NC ),

This session will focus on practical tips for selecting and using virtual meeting platforms and selecting virtual collaboration tools.

Field of Study: Information Technology

Tuesday, November 16, 2021 (12:45 pm–2:00 pm ET)

5E: Social Security & Medicare 101 for Payroll Professionals
Lisa Wallace ( Social Security Administration, Raleigh, NC ),

Session highlights:
* Basics for business and individuals
* Review many recent updates
* Share information and resources found on COVID webpage

Field of Study: Specialized Knowledge

Tuesday, November 16, 2021 (2:15 pm–3:30 pm ET)

6A: Stock options and RSU's - Employee & Employer Perspectives
Jesse St.Cyr, JD ( Poyner Spruill, LLP, Raleigh, NC ),

Coming Soon!

Field of Study: Taxes

Tuesday, November 16, 2021 (2:15 pm–3:30 pm ET)

6B: Audit Technologies
Mr. Jonathan Cory Kraftchick, CPA ( Cherry Bekaert LLP, Raleigh, NC ),

Coming Soon!

Field of Study: Auditing

Tuesday, November 16, 2021 (2:15 pm–3:30 pm ET)

6C: Skillful Negotiations - Getting the Most from Your Bankers, Customers, Vendors & Your Boss
Mr. Robert C. Charles, JD, CPA, MBA ( Babcock Healthcare Center, Rock Hill, SC ),

Coming Soon!

Field of Study: Personal Development

Tuesday, November 16, 2021 (2:15 pm–3:30 pm ET)

6D: Best Practices for Technology in Small Firms
Mr. Jay Strickland ( WingSwept, Garner, NC ),

Coming Soon!

Field of Study: Information Technology

Tuesday, November 16, 2021 (2:15 pm–3:30 pm ET)

6E: Cryptocurrencies Explained - The Industry of Blockchain
Louise Warwick Reed, CPA ( 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 the extreme media stories that seem to oscillate between Ponzi scheme and FOMO.

Field of Study: Information Technology

Tuesday, November 16, 2021 (3:45 pm–4:40 pm ET)

7A: Opportunity Zones: What You Need To Know Now
Amanda Steele ( Crawford 1031 Advisors, Raleigh, NC ),

Are opportunity zones here to stay? I thought the benefits expired? It seems so complicated, I don’t think it’s worth my time. Besides, the legislation will change anyway. We will address these and many other misconceptions as we demystify opportunity zone tax treatment and the investment process. With most anticipating a higher tax burden, learn how to take advantage of this historic tax treatment as a means to defer, reduce and eliminate capital gains.

Field of Study: Taxes

Tuesday, November 16, 2021 (3:45 pm–4:40 pm ET)

7B: Peer Review: Maintaining Quality In A Changing Environment
Michael Peter Manspeaker, CPA ( Coastal Peer Review, Inc., ),

– Introduction to Coastal Peer Review, Inc
– Overview of peer review process
– Peer review common findings
– How to become a peer reviewer

Field of Study: Auditing

Tuesday, November 16, 2021 (3:45 pm–4:40 pm ET)

7D: Excel Tips & Tricks
Ms. Holly Sullenger, PhD ( Cary, NC ),

Excel Tips and Tricks is designed to give the participant many little-known shortcuts that will help them work smarter, not harder, in Microsoft Excel.

Field of Study: Computer Software & Applications

Tuesday, November 16, 2021 (3:45 pm–4:40 pm ET)

7E: Best Practices in Succession Planning for CPA Firms
Mr. Kelly Daniel Puryear, CPA ( TRP Sumner PLLC, Fayetteville, NC ),

Coming Soon!

Field of Study: Business Management & Organization

Wednesday, November 17, 2021 (8:00 am–9:15 am ET)

8A: Foreign Income Tax
Brian Glass ( Ernst & Young LLP, Charlotte, NC ),

Coming Soon!

Field of Study: Taxes

Wednesday, November 17, 2021 (8:00 am–9:15 am ET)

8B: Auditor's Report (SAS 134-141)
Mrs. Melisa Fay Galasso, CPA ( Galasso Learning Solutions LLC, Charlotte, NC ),

The AICPA has issued a suite of standards updating the auditor’s report. In this course, we will review SAS 134 in detail which provides the basis for the updated audit report and introduces the concept of KAM. Then we will provide an overview of the impact of this suite on other information included in an annual report, ERISA reports, special purpose frameworks, and compliance audits. This course is essential for auditors of all levels and will provide the overview you need to consider how to draft your updated audit reports.

Field of Study: Auditing

Wednesday, November 17, 2021 (8:00 am–9:15 am ET)

8C: Building Stress Resilience in Times of Change
Jeanie Chang, Licensed Marriage and Family Therapist and Founder ( Your Change Provider, PLLC, Cary, NC ),

Emotional, social, and psychological sustainability is vital now, more than ever in a shifted workplace culture. In times of change, we need to understand how to build stress resilience in preventing burnout for sustainable wellness. Learn to acknowledge anxiety mindfully to gain insight on managing distress in order to de-stress. Be solution-focused for daily mental health hygiene through applicable skills and techniques. Stress resilience is about being proactive, not reactive in time of adversity and transition.

Field of Study: Personal Development

Wednesday, November 17, 2021 (8:00 am–9:15 am ET)

8D: Make Technology Work for You: CETC Market Guide
Aaron Bock ( Opkalla, Carlotte, NC ), Mr. Alex Lehmann, CPA ( MPCompany LLP, Raleigh, NC ), Mr. Jeffery Lee Odom, CPA ( Self Employed, Garner, NC ), Mr. Mark Paul Soticheck, II, CPA, CGMA ( NCACPA, Raleigh, NC ),

*Understanding your own needs first
*Tailoring your technology stack and strategy to you/your organization
*Reference survey and note the diversity in thought and stage
*Leverage resources and budget

Field of Study: Information Technology

Wednesday, November 17, 2021 (8:00 am–9:15 am ET)

8E: Supply Chain Risk Management
Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ),

Session highlights:
* Overview of global supply chain risk
* How to manage (and mitigate) supply chain risks and reduce the costs associated
* Supply chain resilience

Field of Study: Auditing

Wednesday, November 17, 2021 (9:30 am–10:45 am ET)

9A: Tax Implications of Cryptocurrency
Genevieve Hancock, CPA ( LPL Financial, San Diego, CA ),

The environment of cryptocurrency is still new and everchanging for cryptocurrency accounting implications. This session will provide an update on the tax implications and potential reporting implications of cryptocurrencies for business taxation, and the potential tax implications for miners and other cryptocurrency producing methods such as blockchain.

Field of Study: Taxes

Wednesday, November 17, 2021 (9:30 am–10:45 am ET)

9B: Hot Topics: COVID Accounting & Auditing
Mrs. Melisa Fay Galasso, CPA ( Galasso Learning Solutions LLC, Charlotte, NC ),

This session will address the accounting and auditing for COVID19 funds ranging from the CARES Act to ARP and everything in between. Attendees will address accounting issues ranging from goodwill and asset impairment to risk and uncertainty disclosures. The AICPA predicts there will be more than 10,000 new single audits due to all the federal funding related to COVID. We’ll address the impact on Single Audits including instructions in the 2021 Compliance Supplement. We’ll close with a look at remote auditing in a COVID environment.

Field of Study: Auditing

Wednesday, November 17, 2021 (9:30 am–10:45 am ET)

9C: ESG Integration – The Path to Higher Value and Performance
Mary Adams ( Smarter-Companies, Boston, MA ), Marcy Twete ( Marcy Twete Consulting, Minneapolis, MN ),

ESG – environmental, social and governance – is a new focus for both external reporting and internal management. Over 80% of public companies already provide some type of ESG external reporting. Private companies also track ESG metrics expected by customers, investors, managers and employees. During the pandemic, companies that rated higher on ESG performance outperformed their peers.

In this session, we’ll explore why is this is happening and introduce you to the steps toward integration of ESG into your daily management and periodic reporting and
answer the following questions:
* Why now? The emergence of ESG factors and why this trend is not going away
* How does it work? Understand the “alphabet soup” of reporting frameworks and ratings agencies
* Which metrics should we use? How identify the key issues and metrics that fit your company
* How does this relate to our daily work? How to integrate ESG concepts in your business’ DNA to drive value creation
* What’s the best way to get started? You’ll leave with a roadmap of next steps you can take whether it’s to start an ESG effort for the first time or to take your existing efforts to the next level.

Field of Study: Specialized Knowledge

Wednesday, November 17, 2021 (9:30 am–10:45 am ET)

9D: Cybersecurity: Developing a Plan
Aaron Bock ( Opkalla, Carlotte, NC ),

In 2021, we continue to see cybersecurity incidents make headline news globally. As we work with customers of all sizes, we have heard “Why are we a target?” more often than ever before. In this session, we will discuss:
*What attacks are happening and how are they happening
*Common mistakes employees make that lead to cybersecurity issues
*Actions organizations can take to reduce the risk of a successful cyber attack
*How to develop a sustainable cybersecurity plan

Field of Study: Information Technology

Wednesday, November 17, 2021 (9:30 am–10:45 am ET)

9E: The Great Talent Revolution

Coming Soon!

Field of Study: Personal Development

Wednesday, November 17, 2021 (10:55 am–12:10 pm ET)

General #7: Netiquette: Delivering Presentations Online
Wendy Gates Corbett, President and Chief Presentation Officer ( Raleigh, NC ),

Coming Soon!

Field of Study: Communications & Marketing

Wednesday, November 17, 2021 (1:00 pm–2:15 pm ET)

General #8: How Business Strategies Have Changed Post-Pandemic
Vanessa Mathews ( Asfalis Advisors, Charlotte, NC ),

Attendees will walk away with:
1. An understanding of where we are in the world post pandemic
2. How business models and strategies are changing as a result of the events over the past two years
3. The experiences from customers in the crisis management profession

Field of Study: Business Management & Organization

Wednesday, November 17, 2021 (2:30 pm–4:10 pm ET)

General #9: Inspector Gadget
David Cieslak, CPA.CITP, CGMA, GSEC ( RKL eSolutions, LLC, Lancaster, PA ),

The year 2020 was unlike any other – requiring each of us to quickly pivot and transform virtually all aspects of our personal and professional lives. Working from home, video meetings and the elimination of business travel became the “new normal” in just a few day’s times. But these significant changes also presented tremendous opportunity for innovation and digital transformation. Join Inspector Gadget as he examines the latest technology and products supporting these rapid changes, and explore what’s next. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

Field of Study: Information Technology


Share This Event

Event Vendor:NCACPA
Field of Study:Accounting, Auditing, Behavioral Ethics, Business Law, Business Management & Organization, Communications & Marketing, Computer Software & Applications, Economics, Information Technology, Personal Development, Regulatory Ethics, Specialized Knowledge, Taxes, Various
Level: Update

Event Type:Conference
NASBA Instructional Method:Group Live
Event Code:CONSYM21


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Registration Fees

Early Bird Rate expires October 28, 2021

3-Day RegistrationEarly BirdRegular
NCACPA Member$615.00$715.00
NCACPA Member VirtualN/A$615.00
Non-Member$715.00$815.00
Non-Member VirtualN/A$715.00
Other CPA State Society Member$615.00$715.00
Other CPA State Society Member VirtualN/A$615.00
Monday Only RegistrationEarly BirdRegular
NCACPA Member$285.00$335.00
NCACPA Member VirtualN/A$285.00
Non-Member$385.00$435.00
Non-Member VirtualN/A$385.00
Other CPA State Society Member$285.00$335.00
Other CPA State Society Member VirtualN/A$285.00
Monday & Tuesday Only RegistrationEarly BirdRegular
NCACPA Member$485.00$555.00
NCACPA Member VirtualN/A$485.00
Non-Member$585.00$655.00
Non-Member VirtualN/A$585.00
Other CPA State Society Member$485.00$555.00
Other CPA State Society Member VirtualN/A$485.00
Monday & Wednesday Only RegistrationEarly BirdRegular
NCACPA Member$485.00$555.00
NCACPA Member VirtualN/A$485.00
Non-Member$585.00$655.00
Non-Member VirtualN/A$585.00
Other CPA State Society Member$485.00$555.00
Other CPA State Society Member VirtualN/A$485.00
Tuesday Only RegistrationEarly BirdRegular
NCACPA Member$285.00$335.00
NCACPA Member VirtualN/A$285.00
Non-Member$385.00$435.00
Non-Member VirtualN/A$385.00
Other CPA State Society Member$285.00$335.00
Other CPA State Society Member VirtualN/A$285.00
Tuesday & Wednesday Only RegistrationEarly BirdRegular
NCACPA Member$485.00$555.00
NCACPA Member VirtualN/A$485.00
Non-Member$585.00$655.00
Non-Member VirtualN/A$585.00
Other CPA State Society Member$485.00$555.00
Other CPA State Society Member VirtualN/A$485.00
Wednesday Only RegistrationEarly BirdRegular
NCACPA Member$285.00$335.00
NCACPA Member VirtualN/A$285.00
Non-Member$385.00$435.00
Non-Member VirtualN/A$385.00
Other CPA State Society Member$285.00$335.00
Other CPA State Society Member VirtualN/A$285.00
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/.

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