F Sessions
Monday, November 17,
3:45 p.m. - 5 p.m.
F1. Minnesota Legislative and Professional Update: What's Now, What's Next
Room: M100C
Speaker(s): Geno Fragnito, Linda Wedul
NASBA field of study: Business Management & Organization - Non-Technical (1.5)
Get an insider’s view of the legislative and regulatory developments shaping the future of the CPA profession. Explore the latest updates from the Minnesota Board of Accountancy, key legislative highlights and the latest on the MNCPA’s leadership role in advancing national licensure reform. Learn how the MNCPA advocates on your behalf at the Capitol and behind the scenes with regulatory bodies. Also, explore fast-moving trends and emerging issues, from alternative practice structures to the growing impact of artificial intelligence — equipping you with the knowledge you need to make informed decisions for your firm and clients.
Room: M100C, Mezzanine Level | View map
F2. Selling a Business: A Practical Guide for CPAs as Advisors to Business Owners
Room: L100
Speaker(s): Dan Mulvaney
NASBA field of study: Specialized Knowledge - Technical (1.5)
CPAs are in a unique position as the trusted long-term strategic advisor to their business owner clients. Dive into today’s mergers and acquisitions industry for the lower middle market and main street businesses. This session focuses on the sell-side perspective, including interactive topics for CPAs to consider as they advise their clients’ sale processes.
Room: L100, Lower Level | View map
F3. Now What? Economy in Flux
Room: M100E
Speaker(s): Dr. Christopher Kuehl
NASBA field of study: Economics - Technical (1.5)
It has been a year of significant change and transition, leaving many uncertainties about the current state of the economy. While major tax decisions have been made, important details remain unresolved, and questions about tariff and trade policy continue to loom. Explore potential scenarios for the economy heading into late 2025 and 2026, focusing on key factors such as inflation, growth, interest rates, workforce trends and other critical economic issues that will shape the business landscape.
Room: M100E, Mezzanine Level | View map
F4. Level One: Minnesota Individual Income Tax: Form M1 and Other Schedules
Room: M101A
Speaker(s): Dana Duberry, Kelsey Newman
NASBA field of study: Taxes - Technical (1.5)
Navigating Minnesota’s individual income tax doesn’t have to be intimidating. Learn how to prepare Form M1 from start to finish. Understand who needs to file, what information is required, how to complete key sections and common schedules and how to calculate refunds or amounts owed. Leave with the knowledge and confidence to file a basic Minnesota return and know where to find support when needed.
Room: M101A, Mezzanine Level | View map
YP TrackF5. Level Two: Tax Research: Intermediate Concepts
Room: M101BC
Speaker(s): David Peters
NASBA field of study: Taxes - Technical (1.5)
Providing accurate, timely answers to clients’ tax questions is a core challenge for practitioners. This course uses plain-language explanations and practical examples to help you perform tax research more efficiently, covering the structure of primary sources, the differences between primary and secondary sources and each step of the research process.
Room: M101BC, Mezzanine Level | View map