M Sessions
Thursday, June 13,
8 - 9:25 a.m.
M1. Keeping Up With the Code: 2024 Federal Tax Update for CFOs and Controllers
Speaker(s): David Peters
NASBA field of study: Taxes - Technical (1.5)
Businesses need to adapt to the seemingly endless changes to the tax code. Keep up with the latest tax developments affecting your company and stay in tune with potential tax-saving opportunities. See how new tax legislation has changed the landscape of retirement planning, which can support your employee retention and recruitment efforts. Get updated on tax law changes that created new green energy credits and modified the taxation of software development costs. Clarify the new rules regarding transparency in the ownership of corporations and see who is subject to beneficial ownership disclosure rules. Plus, learn why you should care about research costs even if you don’t actually do research.
M2. Integrated Risk Management
Speaker(s): Matthew Polak
NASBA field of study: Auditing - Technical (1.5)
Risks are inherent to any business. How you plan for, address and mitigate risks can make or break your organization. Discover approaches to early risk identification and more efficient and effective risk management. Explore ideas for aligning your three lines of defense to reduce audit fatigue and focus on the opportunities in risk.
M3. Now Is the Time to Automate
Speaker(s): Tommy Stephens
NASBA field of study: Information Technology - Technical (1.5)
As organizations embark on automation journeys, they reap the rewards of greater efficiencies, reduced errors and happier team members. Learn how to crank up your automation projects and see firsthand how easy and effective automation can be. Discover how to automate everyday tasks in accounts payable, banking, approval workflows and more. Explore tools from Zoho, Zapier and Microsoft that enable powerful routines and allow you to get more done in less time.