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 20CF-HOT3: ProfessionFOCUS (Virtual Conference)

January 12, 2021  -  In-Person and Online

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Agenda

Tuesday, January 12, 2021

8:00 am - 8:55 am

A1. THRIVE: Turning Uncertainty to YOUR Competitive Advantage
Field of study Personal Development - Non-Technical (1)
Description Competitive, challenging and constantly changing -- that is today’s uncertain marketplace. To survive, you need a new set of leadership strategies and a new approach to business growth. In this power-packed session, motivational speaker Meridith... Read more »

9:05 am - 9:55 am

B1. Artificial Intelligence (AI) and Robotics Process Automation (RPA) and the Impact on the Accounting Profession
Field of study Information Technology - Technical (1)
Description Advancements in technology improve our lives by allowing us to work faster, more accurately and more productively. Two of these emerging technologies -- artificial intelligence (AI) and robotics process automation (RPA) -- allow us to imagine new... Read more »
B2. Building an Ethical Culture: Moving from "What" to "WHY?"
Field of study Behavioral Ethics - Non-Technical (1)
Description Webster’s defines ethics as, "the discipline dealing with what is good and bad and with moral duty and obligation.” But why is ethics important to your workforce and workplace culture? To build an ethical culture, employees need to not only apply... Read more »
B3. Creating Meaningful Diversity, Equity & Inclusion Programs
Field of study Personnel/Human Resources - Non-Technical (1)
Description In this shifting world, leaders need new, more effective ways to think and talk about diversity. Successful leaders will be those who are able to reframe their skills to enable workplace equity and inclusion in a way that's scalable throughout the... Read more »

10:05 am - 10:55 am

C1. Federal Tax Updates: Pandemic Stimulus Legislation and Programs
Field of study Taxes - Technical (1)
Description Learn about recent federal tax updates and developments in this fast-paced overview session. Examine critical tax provisions in the Coronavirus Aid, Relief and Economic Security (CARES) Act and other recently issued federal legislation. Hear the... Read more »
C2. Become a Strategic Responder: Using Emotional Intelligence to Create Powerful, Productive Outcomes
Field of study Personal Development - Non-Technical (1)
Description We've all had moments when we've said or done something that made us wish for a re-do. And while you can't go back in time to react differently, you can improve your skills in responding more strategically and intentionally in the future. One of the... Read more »
C3. Business Etiquette in the New Normal
Speaker Crystal Bailey
Field of study Personal Development - Non-Technical (1)
Description Not long ago, you were greeting others with handshakes, reading the room at team meetings and getting to know colleagues and clients over lunch conversations. Now that most professional situations are happening virtually, how do you replace those... Read more »

11:05 am - 11:55 am

D1. Compilation, Preparation & Review Update Including SSARS 25
Field of study Auditing - Technical (1)
Description Examine the latest updates affecting compilations, preparations and reviews. Dive into the most recent Statement on Standards for Accounting and Review Services -- SSARS 25 -- including its explicit requirement on the determination of materiality... Read more »
D2. A History of Corporate Investing and a Look Ahead
Field of study Finance - Technical (1)
Description Investment and diversification strategies have been around for some time, but where did they come from and how have they evolved? Look at where investment strategy has been and where it's going in this insightful session. Explore the contributions... Read more »
D3. How to Attract, Retain and Keep Employees Motivated in COVID Times
Speaker Cindi Filer
Field of study Personnel/Human Resources - Non-Technical (1)
Description If someone told you there was a path to higher-quality work and sales -- and 59% less turnover -- you’d take it, right? The numbers speak for themselves, but what can create those results? Employee engagement. Discover the power of engagement and... Read more »

12:30 pm - 1:20 pm

E1. Top New Trends in Estate Planning
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1)
Description The pandemic has impacted estate planning in both practical and strategic ways. You face issues with simply getting documents signed, having conversations with beneficiaries and gaining access to residents in long-term care facilities. But you also... Read more »
E2. Analytics for the Accountant: Microsoft Excel Business Analytics
Field of study Information Technology - Technical (1)
Description Microsoft Excel offers tools that make analytics easier and faster. Start using them to take your data analysis skills up a notch. Learn how to use Scenario Manager and PivotTables to play with what-if analytics for forecasts and financial planning;... Read more »
E3. Anticipate Change: Fresh Tactics for the "New Abnormal" of Finance and Accounting
Field of study Business Management & Organization - Non-Technical (1)
Description In today’s “new abnormal” environment, waves of changes are pushing on each of us from all sides, forcing us to adapt. What works? What fails? How can we adapt faster? Explore this topic from both the human capital viewpoint and from the operational... Read more »

1:30 pm - 2:20 pm

F1. Acts Discreditable: A Powerful Ethics Rule that Isn't Really About Ethics
Field of study Regulatory Ethics - Technical (1)
Description The Acts Discreditable Rule of the AICPA Code of Professional Conduct is the shortest and simplest of all rules, and the only rule that applies to retired or nonworking CPAs. It's also the most all-encompassing of all the AICPA ethics rules,... Read more »
F2. Workplace Issues Amidst COVID-19: Benefits, Pay and More
Field of study Personnel/Human Resources - Non-Technical (1)
Description In the wake of 2020, many businesses were left scrambling, adapting to massive amounts of change in order to stay afloat. Walk through current workplace issues to help protect your company and your employees. Get guidance to navigate new... Read more »
F3. Investment Planning and Managing Client Expectations
Field of study Business Management & Organization - Non-Technical (1)
Description With all the ups and downs of the past year, at times you might feel like you're playing the role of therapist instead of financial adviser to your clients. Whether you're working with clients who call you at all hours of the night because they're... Read more »

2:30 pm - 3:20 pm

G1. PPP Loan Forgiveness
Field of study Taxes - Technical (1)
Description This far into the Paycheck Protection Program (PPP) loan forgiveness process, there are still inconsistencies with Small Business Administration (SBA) rules and how banks are handling the process. Hear the most recent updates and walk through the... Read more »
G2. Team Building in a Remote Environment
Field of study Personnel/Human Resources - Non-Technical (1)
Description In these trying times, it's harder and more important than ever to break the barriers of isolation, prevent burnout and make our teams feel bonded. It takes intentional planning to keep everyone feeling connected and motivated. Find out how to make... Read more »
G3. Recession Proofing and Funding Your Business With COVID-19 Considerations
Field of study Finance - Technical (1)
Description While no one can accurately predict market movements or the timing of the economic cycle, an eventual recession is inevitable. Examine practical techniques for recession-proofing your business, with specific advice applicable to this pandemic. Learn... Read more »

3:30 pm - 4:20 pm

H1. Accounting & Auditing Update
Field of study Accounting - Technical (1)
Description After a year of overwhelming change, start 2021 off with a fast-paced update on what’s happening right now in accounting and auditing. Explore key topics that require your attention, current pain points for the industry and where things are heading.... Read more »
H2. The Generational Divide
Speaker Hilary Fordwich
Field of study Personnel/Human Resources - Non-Technical (1)
Description To ensure long-term success, your entire organization has to work toward the same end goal. That's hard to do if you've got silos of employees working disparately based on their age or experience level. Bridge the divide and gain guidance on how to... Read more »
H3. Coronavirus Response and Relief Provisions
Field of study Taxes - Technical (1)
Description It’s 2021 but the impacts of 2020 are still clinging to all of us. So what better way to begin a new year than by answering the most burning questions regarding the latest coronavirus response and relief provisions? In this timely session, learn who... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Deb Griffith
Conference Coordinator
952-885-5509

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

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