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83rd Annual Symposium (Live Streaming Webcast)

8:00 am–4:45 pm ET

# of CPE Credits

24

Description

Join us for the 83rd 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.
 
 

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

Evolution of the Profession, Federal Tax Updates, NC Economics and Tax Updates, Cyber Security and Technology Updates

Who Should Attend

CPAs in industry and public practice

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ), Mr. William Hunter Cook, CPA ( Charlotte, NC ), Leah Donti, CPA, CMA, MBA ( Advantage Montreal Seminars Inc., Laval, Quebec, PQ ), Becky Drozdz, CCP, SPHR, SHRM-SCP ( Catapult, Charlotte, NC ), Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ), Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ), Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ), Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ), Ms. Holly Sullenger, PhD ( Cary, NC ), Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ), Marcy Twete ( Marcy Twete Consulting, Minneapolis, MN ), Javier Young ( CLA Charlotte, Charlotte, NC ), David Cieslak, CPA, CITP, CGMA, GSEC ( RKL eSolutions, LLC, Lancaster, PA ), Ronald J. Baker, CPA ( Morrisville, NC ), Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ), Mr. Gene Marks, CPA ( The Marks Group PC, Bala Cynwyd, PA ), Dr. Michael L. Walden, PhD ( Raleigh, NC ), Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

Sessions

Monday, November 14, 2022 (8:05 am–9:20 am ET)

General #1: COVID, The Economy, Inflation, & Mid-Terms: Tactics, Strategies & Action 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?

Monday, November 14, 2022 (9:30 am–10:35 am ET)

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

Coming soon!

Monday, November 14, 2022 (10:45 am–11:45 am ET)

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

Coming soon!

Monday, November 14, 2022 (12:45 pm–1:35 pm ET)

1A: S-Corp
Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Field of Study: Taxes

Monday, November 14, 2022 (12:45 pm–1:35 pm ET)

1B: The Future of Supply Chain Management
Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ),

Field of Study: Economics

Monday, November 14, 2022 (1:45 pm–2:35 pm ET)

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

Monday, November 14, 2022 (1:45 pm–2:35 pm ET)

2B: Green Logistics & Sustainable Supply Chain Management & Operations
Jon Kirchoff, Speaker ( East Carolina University, Greenville, NC ),

Field of Study: Economics

Monday, November 14, 2022 (2:45 pm–3:35 pm ET)

3A: Sales & Use Tax Strategy
Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

Field of Study: Taxes

Monday, November 14, 2022 (2:45 pm–3:35 pm ET)

3B: ESG - Why it Matters
Marcy Twete ( Marcy Twete Consulting, Minneapolis, MN ),

Field of Study: Social Environment of Business

Monday, November 14, 2022 (3:35 pm–4:35 pm ET)

4A: Nexus (Income Tax/Remote Workers)
Mr. Jack Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

Field of Study: Taxes

Monday, November 14, 2022 (3:35 pm–4:35 pm ET)

4B: More Excel Tips & Tricks
Ms. Holly Sullenger, PhD ( Cary, NC ),

Field of Study: Computer Software & Applications

Tuesday, November 15, 2022 (8:05 am–9:20 am ET)

General #4: NC Economic Update
Dr. Michael L. Walden, PhD ( Raleigh, NC ),

Coming soon!

Tuesday, November 15, 2022 (9:30 am–10:35 am ET)

General #5: Professional Issues Update
Mr. Robert Joseph Broome, CAE ( NCACPA, Raleigh, NC ),

Coming soon!

Tuesday, November 15, 2022 (10:45 am–11:45 am ET)

General #6: Replacing the Annual Performance Ritual
Ronald J. Baker, CPA ( Morrisville, NC ),

Most organizations and employees are dissatisfied with the performance appraisal process, so it remains a curiosity why this methodology continues to exist. Performance appraisals don’t drive careers; they are an incidental effect of other dynamic systems. In essence, appraisals are the paper-shuffling ritual that sanctifies decisions already made.

Tuesday, November 15, 2022 (12:45 pm–1:35 pm ET)

5A: Time’s UP!: The Subscription Business Model for Accounting Firms
Ronald J. Baker, CPA ( Morrisville, NC ),

Field of Study: Business Management & Organization

Tuesday, November 15, 2022 (12:45 pm–1:35 pm ET)

5B: How Data Analytics is Disrupting the CPA Profession
Leah Donti, CPA, CMA, MBA ( Advantage Montreal Seminars Inc., Laval, Quebec, PQ ),

Field of Study: Business Management & Organization

Tuesday, November 15, 2022 (1:45 pm–2:35 pm ET)

6A: K2 - Quickbooks
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Field of Study: Computer Software & Applications

Tuesday, November 15, 2022 (1:45 pm–2:35 pm ET)

6B: Reinventing the Finance Role in a Digital World
Leah Donti, CPA, CMA, MBA ( Advantage Montreal Seminars Inc., Laval, Quebec, PQ ),

Tuesday, November 15, 2022 (2:45 pm–3:35 pm ET)

7A: K2 - Tales of True Tech Crimes Ripped from the Headlines
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Field of Study: Information Technology

Tuesday, November 15, 2022 (2:45 pm–3:35 pm ET)

7B: Basics of Crypto
Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ),

Tuesday, November 15, 2022 (3:45 pm–4:35 pm ET)

8A: K2 - The Must-Have Technology Stack
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Field of Study: Information Technology

Tuesday, November 15, 2022 (3:45 pm–4:35 pm ET)

8B: Tax Issues of Crypto Currency
Ms. Louise Warwick Reed ( Louise W. Reed, CPA, PC, Richmond, VA ),

Field of Study: Taxes

Wednesday, November 16, 2022 (8:05 am–8:55 am ET)

9A: Sales & Lease
Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ),

Field of Study: Accounting

Wednesday, November 16, 2022 (8:05 am–8:55 am ET)

9B: 2022 Professional Conduct & Ethics
Mr. William Hunter Cook, CPA ( Charlotte, NC ),

Field of Study: Regulatory Ethics

Wednesday, November 16, 2022 (9:05 am–10:20 am ET)

10A: FASB
Mike Cheng, CPA ( Frazier & Deeter, LLC, Atlanta, GA ),

Wednesday, November 16, 2022 (9:05 am–10:20 am ET)

10B: Real Cases in Ethics
Mr. William Hunter Cook, CPA ( Charlotte, NC ),

Field of Study: Behavioral Ethics

Wednesday, November 16, 2022 (10:30 am–11:45 am ET)

11A: CFO as Servant Leader – Meeting the Needs of the CEO, Board, Management Team and Key Stakeholders
Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ),

Field of Study: Business Management & Organization

Wednesday, November 16, 2022 (10:30 am–11:45 am ET)

11B: Strengthening your Talent Pipeline
Becky Drozdz, CCP, SPHR, SHRM-SCP ( Catapult, Charlotte, NC ),

Field of Study: Personnel/Human Resources

Wednesday, November 16, 2022 (12:45 pm–1:45 pm ET)

General #7: The Strategic Leader - Surviving Ambiguity in a Constantly Changing Business Environment
Javier Young ( CLA Charlotte, Charlotte, NC ),

Coming soon!

Wednesday, November 16, 2022 (1:55 pm–3:00 pm ET)

General #8: Bold Approaches for Accounting Diversity

Coming soon!

Wednesday, November 16, 2022 (3:10 pm–4:25 pm ET)

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

Coming soon!


Share This Event

Event Vendor:NCACPA
Field of Study:Accounting, Behavioral Ethics, Business Management & Organization, Computer Software & Applications, Economics, Information Technology, Personnel/Human Resources, Regulatory Ethics, Social Environment of Business, Taxes
Level: Overview

Event Type:Conference
NASBA Instructional Method:Group Live
Event Code:WCNSYM22

Registration Fees

3-Day Conference RegistrationEarly BirdRegular
NCACPA Member 3-DayN/A$675.00
Non-Member 3-DayN/A$775.00
Monday & Tuesday Conference RegistrationEarly BirdRegular
NCACPA Member Monday & TuesdayN/A$540.00
Non-Member Monday & TuesdayN/A$640.00
Monday & Wednesday Conference RegistrationEarly BirdRegular
NCACPA Member Monday & WednesdayN/A$540.00
Non-Member Monday & WednesdayN/A$640.00
Monday Only Conference RegistrationEarly BirdRegular
NCACPA Member Monday OnlyN/A$325.00
Non-Member Monday OnlyN/A$425.00
Tuesday & Wednesday Conference RegistrationEarly BirdRegular
NCACPA Member Tuesday & WednesdayN/A$540.00
Non-Member Tuesday & WednesdayN/A$640.00
Tuesday Only Conference RegistrationEarly BirdRegular
NCACPA Member Tuesday OnlyN/A$325.00
Non-Member Tuesday OnlyN/A$425.00
Wednesday Only Conference RegistrationEarly BirdRegular
NCACPA Member Wednesday OnlyN/A$325.00
Non-Member Wednesday OnlyN/A$425.00
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