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 20CF-MBAC: CANCELLED: MNCPA Management & Business Advisers Conference (MBAC20)

June 23-24, 2020  -  Minneapolis, MN

Register

Agenda

Tuesday, June 23, 2020

8:00 am - 8:50 am

A1. Ready or Not, Here Comes Gen Z
Speaker Josh Miller
Field of study Business Management & Organization - Non-Technical (1)
Description The first generation of the 21st century has come of age during the most disruptive decade of the last one hundred years. Meet Generation Z. Their arrival marks the end of clearly defined roles, traditions and experiences. Learn how these shifts are... Read more »

9:10 am - 10:25 am

B1. Turning Budgeting and Planning Into Competitive Advantage
Field of study Finance - Technical (1.5)
Description Going through another grueling budget season? Better planning and management reporting can lead to better decision-making and competitive advantage. Explore leading practices in budgeting and planning and learn about the technologies that can help... Read more »
B2. Tax Update
Field of study Taxes - Technical (1.5)
Description Learn about new tax law, regulation and court cases, including the 2020 federal and state tax environment, developments in the 20% deduction for Section 199A Qualified Business Income, and changes in business, real estate and individual tax.
B3. Coordination Across Three Lines of Defense for Effective Risk Management
Field of study Auditing - Technical (1.5)
Description Effective risk management requires improving coordination across three lines of defense. Hear from representatives from each line of defense within the financial servives industry and learn about the best practices and challenges involved in... Read more »
B4. Data Protection: Case Studies and Common Mistakes
Field of study Information Technology - Technical (1.5)
Description Despite the world-wide focus on data security, ineffective internal controls for information technology routinely result in hacks. Find out how to protect your company and its data. Learn about critical IT-related controls from recent real-world... Read more »
B5. Finance as an Ally for Diversity, Equity and Inclusion
Speaker Craig Warren
Field of study Personnel/Human Resources - Non-Technical (1.5)
Description What role do finance staff, policies, systems and practices play in creating an inclusive work environment? Deepen your understanding of the unique role finance can play in creating equitable outcomes and learn how you can support your... Read more »
B6. Communicating With Different Personality Types
Field of study Communications and Marketing - Non-Technical (1.5)
Description Understanding yourself and your coworkers is an important part of building an effective team. In this session, you’ll learn about the four basic personality styles and discover your own. Explore these styles to demystify the communication game,... Read more »

10:45 am - 12:00 pm

C1. Translating Strategy to Action Using the Balanced Scorecard
Field of study Business Management & Organization - Non-Technical (1.5)
Description Creating a strategy is like using GPS to find the best route to your destination. The real value is in tracking your progress and seeing where you’ll run into traffic, being warned when you’ve made a wrong turn and knowing your ETA. The balanced... Read more »
C2. Tax Planning and Pitfalls in Restructuring Business Operations
Field of study Taxes - Technical (1.5)
Description Restructuring business operations has its rewards and its challenges. In this case study-based session, review tax planning and pitfalls for restructuring, including segregating business operations into single-member limited liability companies,... Read more »
C3. Healthcare Industry Hot Topics Panel
Field of study Auditing - Technical (1.5)
Description The healthcare industry is at the forefront of both innovation and risk, and today’s trends are no exception. Panelists will discuss the regulatory and risk environment, challenges the industry is facing in 2020 and how they’re going to tackle them,... Read more »
C4. Bringing Artificial Intelligence to Your Excel Workbooks
Field of study Computer Software & Applications - Non-Technical (1.5)
Description Save time and improve accuracy with the latest artificial intelligence tools from Office 365. Discover how you can bring that artificial intelligence to your own Excel workbooks. Explore leading-edge features including ideas, new data types, the... Read more »
C5. Annual HR and Compliance Check-Up
Field of study Business Law - Technical (1.5)
Description Each year brings new changes and challenges to employment law compliance. Get the latest updates and learn how they affect your company and employees. Learn about the Minnesota Wage Theft law, the SECURE Act, Department of Labor updates, and... Read more »
C6. Current Issues in Accounting and Business Ethics
Field of study Regulatory Ethics - Technical (1.5)
Description In this helpful session, review laws and rules applicable to CPAs, learn about common violations and understand the consequences of violating those rules. Then, explore a framework to use when making regulatory ethics decisions.

1:00 pm - 1:50 pm

D1. Creating KPIs and Dashboards
Field of study Business Management & Organization - Non-Technical (1)
Description “You can’t manage what you can’t measure.” But exactly what should you measure? Creating key performance indicators (KPIs) is like the story of Goldilocks and the Three Bears. Too many and no one pays attention. Too few — or the wrong ones — and you... Read more »
D2. The Current State and Trajectory of the Minnesota Economy
Speaker Ronald Wirtz
Field of study Economics - Technical (1)
Description Learn about short- and long-term economic trends in Minnesota through a range of metrics and explore the role current labor force trends will play in future economic growth. This session uses interactive survey technology to (anonymously) poll the... Read more »
D3. Third Party Impact on Operational Sustainability and Making it a Core Advantage
Field of study Auditing - Technical (1)
Description Third party risk management and operational resilience and sustainability have become a necessary part of doing business. Gain an understanding of the controls you need to have in place to limit potential risks in your organization. Explore the... Read more »
D4. Positive Market Disruption: Leveraging Creative Media for Your Business
Speaker Brian Knight
Field of study Communications and Marketing - Non-Technical (1)
Description Stock photos, half-hearted blogs and subpar selfie videos make up the majority of professional media online, leading to brand confusion and watered-down messaging. But that’s not your only option — take simple steps to positively disrupt the market... Read more »
D5. Neurodiversity Equals Opportunity
Speaker Rob Hahn
Field of study Personnel/Human Resources - Non-Technical (1)
Description It’s time to think differently about people who think differently. Too often referred to as simply disabled, many people who have ADHD, dyslexia or are on the autism spectrum are extremely bright and talented — they're just a little different.... Read more »
D6. Building a Healthy Workplace Culture
Field of study Personal Development - Non-Technical (1)
Description Take a minute to assess your workplace environment. How do you and your coworkers feel about working there? Do new hires want to stay? Learn how to create a positive, motivating office culture that supports employees and keeps them happy, healthy,... Read more »

2:10 pm - 3:25 pm

E1. Incorporating Non-Financial Metrics Into Budgeting and Planning
Field of study Finance - Technical (1.5)
Description Too often organizations focus their budgeting and planning efforts around the financial aspects of an organization, but most operations people and business managers operate in a world where revenues and expenses are only a small part of their work.... Read more »
E2. Applying ASC Topic 842: Leases
Field of study Accounting - Technical (1.5)
Description Because of the recent delay in effective dates, you’ve had a little more time to absorb and implement the new lease standard, but are you really ready? Now that it’s here, dive into the new lease standard, disclosure guidance and lessons learned... Read more »
E3. Designing Assurance Activities to Improve Business Outcomes
Field of study Auditing - Technical (1.5)
Description In an ever-changing business environment, assurance activities like audits, compliance and SOX can be designed and delivered to meet your business where it is, facilitate better risk discussions and drive better solutions to ultimately improve your... Read more »
E4. Power BI: Advanced Reporting
Field of study Computer Software & Applications - Non-Technical (1.5)
Description Go beyond importing data into Power BI and creating simple reports. Learn how to take advantage of some of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with slicers and... Read more »
E5. Change Management and Dealing With the Unexpected
Field of study Business Management & Organization - Non-Technical (1.5)
Description You already know change in your organization is inevitable. But do you know how to prepare for it? Whether you’re already expecting a specific change or you just want to be ready for the next one, create a resilient workplace and learn proven... Read more »
E6. The Power of Personal Influence
Field of study Personal Development - Non-Technical (1.5)
Description Do you feel powerless and think no one listens to you? Do others push you around? It’s time to unmask the techniques others use to influence and control you. Explore why you feel like you have too little influence, how others manipulate you and how... Read more »

3:45 pm - 5:00 pm

F1. Using Back Planning to Drive Strategic Growth
Field of study Business Management & Organization - Non-Technical (1.5)
Description Forecasting — anchored in the present and typically done one year at a time — has its limitations. But if you want to achieve great things in the future, through the use of back planning or backcasting, you can envision the future you want and then... Read more »
F2. A Practical Approach to Using Data Analytics and Building Your Organizational Capacity
Field of study Auditing - Technical (1.5)
Description The amount of data your organization processes can be difficult to digest in an impactful way. Learn new, useful ways to visualize data and identify inefficiencies and operational risks. Review specific examples of audits completed using data... Read more »
F3. Agile Auditing Revisited: Lessons Learned and Applying Theory to Practice
Field of study Auditing - Technical (1.5)
Description Agile auditing isn’t transformative or revolutionary, it’s evolutionary. Internal audit departments are already implementing some of the principles of agile auditing and using lean project management methodologies. Explore, discuss and analyze the... Read more »
F4. A Scary Ride Through the Dark Web
Field of study Information Technology - Technical (1.5)
Description You’ve heard of the dark web, but have you experienced it? Buckle up for a scary ride through the underbelly of the internet. Here, many illicit and illegal activities occur every day, potentially affecting your personal and organizational security.... Read more »
F5. Social Security Benefits: What You Need to Know
Field of study Specialized Knowledge - Technical (1.5)
Description More than 66 million Americans depend on Social Security to be the foundation for their retirement income, and one of the most important decisions they need to make is when to claim their Social Security benefits. The timing can significantly impact... Read more »
F6. Ethical Leadership in Accounting and Finance
Field of study Behavioral Ethics - Non-Technical (1.5)
Description Ethics and accounting go hand in hand. Do you know what it means to act ethically in your profession? Understand what it means to be an ethical manager or CPA and assess the difference between professional and personal values. Identify ethical... Read more »

Wednesday, June 24, 2020

8:00 am - 8:50 am

G1. The Return of the Economist: Economic Update
Field of study Economics - Technical (1)
Description Kick off day two of MBAC20 with a valuable update on global, national and regional economic performance based on the most current data available. This session will focus on certain aspects of economic life, including the performance of financial,... Read more »

9:10 am - 10:25 am

H1. How Fair Value Impacts CPAs
Field of study Accounting - Technical (1.5)
Description In recent years, fair value has been both the basis for many new accounting pronouncements in U.S. GAAP and the focus of regulators. Commonly used as the measurement basis for a wide range of assets and liabilities, the difficulty in estimating fair... Read more »
H2. CFO Panel: Rolling With the Punches
Field of study Business Management & Organization - Non-Technical (1.5)
Description The CFO role is evolving due to rapidly changing external factors that include the economy, artificial intelligence, workforce changes, Wayfair and more. As a result, CFOs must be adaptable in order to succeed. Learn how to navigate the challenges... Read more »
H3. My Favorite Hacking Exploits and What You Can Do to Detect or Prevent Them
Field of study Information Technology - Technical (1.5)
Description History has shown that even the most impenetrable security measures can be breached by clever attackers. The same holds true for cybersecurity. Cybercriminals know how to side-step your regulatory IT security controls and security products. Learn... Read more »
H4. Power Query and Power Pivot
Field of study Computer Software & Applications - Non-Technical (1.5)
Description Excel users have prepared reports the same way for decades: Export data from an accounting system, copy and paste it into an Excel workbook, clean and prepare it for use and then use PivotTables and functions such as VLOOKUP and SUMIFS. But that... Read more »
H5. Addressing Employee Engagement and Retention Through Volunteerism
Field of study Personnel/Human Resources - Non-Technical (1.5)
Description What’s one way you can better engage and retain employees? By providing opportunities for them to give back to their community! Examine the connection between engagement and employer-sponsored volunteerism using examples from local and national... Read more »
H6. Ethics: A Line in the Sand 2020
Field of study Behavioral Ethics - Non-Technical (1.5)
Description Another year, and still more unbelievable ethics violations — peddling influence, harassment, and abusing power with employees, constituents and customers. The list keeps growing. How can you maintain an ethical balance in an ethically challenged... Read more »

10:45 am - 12:00 pm

I1. 2020 FASB Update
Field of study Accounting - Technical (1.5)
Description 2020 is proving to be another busy year for FASB. New updates, standards and guidance are here. Make sure you know which changes will impact you and your work. Whether you’re a CPA in industry or public practice, you can learn about the latest... Read more »
I2. Serving on a Not-for-Profit Board: Things to Know Before Saying Yes
Field of study Business Management & Organization - Non-Technical (1.5)
Description There are many reasons — personal and professional — to volunteer for a not-for-profit board. But before you jump in and make a commitment, make sure you know what you’re getting into. Identify critical questions to consider before joining a... Read more »
I3. Maximizing Your Business Performance Through Intelligent Automation
Field of study Information Technology - Technical (1.5)
Description Digital transformation is an increasing focus for companies seeking to strengthen process efficiency and achieve growth. But which technologies should you implement? Explore the high value and potential business impact of intelligent automation,... Read more »
I4. Are You Ready to Respond to a Cyber Incident?
Field of study Information Technology - Technical (1.5)
Description It’s no longer a question of whether you’ll have a cyber incident, but a question of when it will happen. You can minimize the damage and avoid litigation by making sure your team is ready to respond now. Proper response requires more than just... Read more »
I5. A Look in the Mirror: Self-Leadership
Field of study Personal Development - Non-Technical (1.5)
Description In recent years, an increasing emphasis has been placed on the need for CPAs to improve their leadership skills. Most leadership development focuses on leading others, but effective leadership begins with effective self-leadership. This inside-out... Read more »
I6. Get Out of the Casket and Up to the Podium
Field of study Personal Development - Non-Technical (1.5)
Description Jerry Seinfeld once said that at a funeral, most people would rather be in the casket than giving the eulogy. But that common source of anxiety — public speaking — is a necessity in today's business world. If you can speak in front of an audience... Read more »

1:00 pm - 2:15 pm

J1. Best Practices on the Financial Close
Field of study Finance - Technical (1.5)
Description Today’s decision-makers want financial information earlier than ever. Month-end close is necessary in providing them with critical information that impacts their decisions, but it can be a laborious and time-consuming process. Closing the books... Read more »
J2. Post-Wayfair Update and Key Sales Tax Developments for 2020
Field of study Taxes - Technical (1.5)
Description How have things changed since Wayfair? Uncover the latest and forthcoming sales tax developments occurring throughout 2020 and discover the trends that have emerged in a post-Wayfair world, including practical applications, software solutions,... Read more »
J3. Accelerating Cloud Security in Your Organization
Field of study Information Technology - Technical (1.5)
Description Security must be a foundational component of any organization invested in cloud environments. While there are many quick benefits, you still need to consider how you will keep your data safe. Cloud providers offer security capabilities, but the... Read more »
J4. The Battle of the Lookup Functions
Field of study Computer Software & Applications - Non-Technical (1.5)
Description While the iconic VLOOKUP function is probably the most popular lookup function, sometimes other options may be a better fit. Depending on the type of workbook, INDEX/MATCH or SUMIFS may offer some benefits. And, if you are using a newer version of... Read more »
J5. Unstoppable Teams
Field of study Personal Development - Non-Technical (1.5)
Description When companies create the culture for teams to succeed, it’s not surprising that the organization is more successful. Review real examples of unstoppable teams and learn the key components to achieving success within your own organization. Use... Read more »
J6. Taking the Numb Out of Numbers: Presentation Skills
Field of study Personal Development - Non-Technical (1.5)
Description Do your clients, customers, associates and peers zone out when you’re sharing financial information? There are two reasons for this. The first reason is that you’re cursed — with knowledge. You can’t and don’t want to unlearn what you know, AND... Read more »

2:35 pm - 3:50 pm

K1. The Science of Data to Drive Results
Field of study Business Management & Organization - Non-Technical (1.5)
Description Data is often regarded as a company’s most important and valuable resource. It allows you to understand what happened and predict what might happen next. Explore new technologies that can help you uncover the mountains of data available to you right... Read more »
K2. Reinventing the Office With Lean Processes
Field of study Business Management & Organization - Non-Technical (1.5)
Description Accounting functions are inundated with requirements to be more efficient — automating processes, making things easier, doing more with less. Examine ways to achieve efficiencies that can help you stay competitive and explore the latest trends while... Read more »
K3. Internal Audit Workforce of the Future
Field of study Auditing - Technical (1.5)
Description Organizations are faced with scarcity of key talent while also feeling pressure to up-skill existing workers and implement new and emerging technologies. Do your team members have the necessary skills to succeed when these ideas and technologies... Read more »
K4. Personal Privacy and Data Security
Speaker Keith Dallmann
Field of study Information Technology - Technical (1.5)
Description How can we protect ourselves and our organizations from hackers? Despite the complexity of threats today, some of the best cybersecurity defenses go right back to the basics. Using strong passwords, two-factor authentication, password managers and... Read more »
K5. Multifaceted Leadership: How to Lead Well in All Directions
Field of study Personal Development - Non-Technical (1.5)
Description The majority of leadership development focuses on leadership in a single direction: downstream on the organizational chart. But the best leaders lead well in all directions, starting with self-leadership and then leading up, down, and across the... Read more »
K6. Business Ethics and the Need for Internal Controls
Field of study Behavioral Ethics - Non-Technical (1.5)
Description Endless stories of fraud and embezzlement prove our continued need for ethics, internal controls and governance. In this discussion of business ethics, focus on real-world ethics cases, some of which have been in the news in the past year, and see... Read more »

4:10 pm - 5:00 pm

L1. The Richest Man in Town
Speaker V.J. Smith
Field of study Personal Development - Non-Technical (1)
Description When you think about riches, what’s the first thing that comes to mind? Did you say “gratitude?” Marty, an unforgettable man who ran a cash register at a big box store, lived a life of gratitude. He was rich not because of his bank account or his... Read more »

Optional events

Tue., Jun. 23
5:00 pm - 6:00 pm

*11. Happy Hour
Description If you’re happy and you know it, stick around for the MBAC20 happy hour. Catch up with friends and colleagues while enjoying complimentary appetizers and beverages. Pre-registration is strongly encouraged.
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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

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.