2019 Southeastern Accounting Show Both Days (13085)

Wednesday, August 28, 2019 - Thursday, August 29, 2019 / Atlanta, GA

GSCPA's premiere event provides you with reporting year education in multiple interest areas. Explore all of the newest standards, issues and questions at one event. The CPE event of the year offers discussions with local and national leaders on everything from tax to A&A to technology to best business practices.

Add on the pre-conference workshop, August 27 at the GSCPA Learning Center for 4 hours additional A&A credit; $75 with SEAS registration. Available to include in your cart during registration. 

 

Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13085

CPE: 18.0 credits

Total Price: $500.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks
 

Objective
Taught by leaders in their field, each session offers the education and training necessary to stay on top of issues affecting the careers of CPAs and accounting professionals in all stages of their careers and in all fields of the profession.

SEAS is a fantastic opportunity to build your referral network and strengthen key business partnerships with over 1,200 CPAs from across the Southeast, as well as gain exposure to the best products and services in the marketplace.


Accommodations
Renaissance Atlanta Waverly Hotel  |  2450 Galleria Parkway, Atlanta, Ga 30339
770-953-4500  |  Rate: $169 per night
Deadline: August 5, 2019

To book online, click here.

SEAS Exhibit Hall

Over 50 exhibitors representing a variety of products and services are available to offer solutions for your day-to-day business needs. 

Sponsors and Exhibitors
Interested in being a sponsor or exhibitor at SEAS? Visit our Sponsorship Opportunities for all the details!
Materials
This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available to download in advance and participants will receive an email when they are available. For more information on eMaterials visit ematerials.gscpa.org.
Photography
By attending this event, you are demonstrating your permission to allow your photo to be taken and published in GSCPA marketing, promotional and web materials.

Wednesday, August 28, 2019

7:00am-7:50am
A - The Evildoers’ Guide on How to Steal and Avoid Incarceration Credits: 1.0 AA

Glenn Helms, Ph.D.,CPA,CIA,CISA
Glenn L. Helms, Inc. , Greensboro, NC

Optional early session

Ever wonder how so many financial evildoers beat the rap? How do these despicable swindlers avoid jail time? What devices do these crooks employ to keep fines and penalties to a minimum amount? Learn some of the methods fraud perpetrators employ to avoid lengthy prison terms and/or payment of significant fines. Topics include audit trails, collusion, legal defenses and juries.

8:05am-8:55am
B - Becoming a Cherished Advisor®: Utilizing AI and Machine Learning to Create Human Connections with Your Team and Clients Credits: 1.0 GN

Amy Vetter
Technology In A Box, LLC , Weston, FL

Artificial intelligence, cloud technology and machine learning have changed the way our clients manage their businesses and personal lives. In the financial industry, we strive to improve our clients’ lives with the numbers we provide them. Many of us still spend the majority of our time processing data in the traditional sense, rather than helping our clients understand how the numbers impact their business or life at a holistic level. Gain an understanding of the latest technology trends and how they will change the way you work with your clients, staff and yourself. Learn how to leverage technology’s gift of more time to become a “cherished advisor” – a highly-valued, strategic partner whom your clients can’t imagine living without to meet their financial goals in business and life.

9:15am-10:30am
C1 - FASB Update: What’s Now? What’s New? What’s Next? Credits: 1.5 AA

Jeff Mechanick
Assistant Director / Financial Accounting Standards Board , Norwalk, CT

Discuss the latest developments in GAAP, as well as items in the pipeline. Topics will include
implementation guidance on standards now or soon to be effective, especially revenue recognition and leases; recently issued standards, such as on cloud computing, VIEs and NFP grants and contracts; current FASB projects on liabilities and equity, and goodwill and intangibles; and current and recent work of the Private Company Council.

9:15am-10:30am
C2 - From Auditor to Forensic Accountant: Lessons Learned Credits: 1.5 AA

Glenn Helms, Ph.D.,CPA,CIA,CISA
Glenn L. Helms, Inc. , Greensboro, NC

Before there were forensic accountants, auditors were often called upon to ferret out the nefarious financial schemes perpetrated by evildoers. Auditors soon learned they were not well-equipped to perform these types of engagements due to their traditional audit training and other factors.
  
Explore the similarities and differences between the traditional auditing and forensic accounting disciplines in terms of hypotheses generation, evidence, investigative techniques, and other engagement characteristics. Learn about the blunders made by the presenter in his transition from auditor to forensic accountant. Real-world cases will be presented to reinforce the concepts provided in the presentation.  

9:15am-10:30am
C3 - Hot Topics in Employment Law Credits: 1.5 GN

Ana Dowell
Ogletree Deakins , Atlanta, GA

Curious HR professionals are wondering how changes in government enforcement will affect their businesses throughout 2019 and beyond. Receive valuable insights on what to expect in recent developments at the EEOC, DOL and NLRB; FMLA and FLSA updates; recent court decisions affecting HR; and how companies can adjust their HR procedures to account for anticipated changes.

9:15am-10:30am
C4 - Individual Tax Update & Planning Credits: 1.5 GN

Christine P. Engel, CPA
Regier Carr & Monroe LLP , Tucson, AZ

Cover the new stripped down itemized deductions, walk through the Qualified Business Income Deduction (Sec. 199A pass-through deduction) and touch on the TCJA changes in rates, exemptions, credits, alimony, kiddie tax, AMT and NOLs. There will also be a discussion of the preparer trap regarding the head of household filing status and how to deal with the IRS’ change in requirements regarding attaching shareholder/partner basis schedules.

9:15am-10:30am
C5 - Office 365 Boot Camp Credits: 1.5 GN

Greg Creech
Techedutainment Services, Inc. , Pine Lake, GA

Learn the new features of Office 365 as we explore Word, Excel, PowerPoint and Outlook. Discuss tips and tricks for using each product with time-saving shortcuts from keyboard shortcuts to customizing the Quick Access Toolbar. Examine Word and Outlook’s new Read Aloud feature and Excel’s revamping of comments with the new notes. Enjoy a fun and education program spanning the Office Suite.

9:15am-10:30am
C6 - Small Firm Management Challenges and Opportunities Credits: 1.5 GN

Carl Peterson, CPA, CGMA
AICPA , Durham, NC

Receive an update from the Governmental Accounting Standards Board on its standard-setting activities. Topics will include pronouncements issued, projects currently in process and pre-agenda research activities.

10:30am-10:45am
Explore the Exhibit Hall

10:45am-12:00pm
D1 - GASB Update Including Yellow Book Changes Credits: 1.5 AA

Deborah Beams, CPA
Governmental Accounting Standards Board , Norwalk, CT

Receive an update from the Governmental Accounting Standards Board on its standard-setting activities. Topics will include pronouncements issued, projects currently in process and pre-agenda research activities.

10:45am-12:00pm
D2 - Key COSO Concepts: Managing Risk to Achieve Your Business Objectives Credits: 1.5 AA

Curtis Quickel
Surgent , Radnor, PA

All successful entities, regardless of nature, size and complexity, must have a well-designed and effectively operating system of internal controls over reliable financial reporting, in addition to managing other risks. Discuss the importance of adequate internal controls over financial reporting and elements of such systems. Explore COSO’s 2013 Internal Control - Integrated Framework that is used to better manage the unique and challenging risks of today’s entities.

10:45am-12:00pm
D3 - The Economic Outlook and its Risks Credits: 1.5 GN

Thomas J. Cunningham, Ph.D
Senior Vice President-Chief Economist / Metro Atlanta Chamber of Commerce , Atlanta, GA

Discuss the economic outlook, both nationally and regionally, and its risks. Particular attention will be paid to the factors shaping the forecast and what will happen if those factors do not behave as expected. Also, review labor market dynamics and some complications of a tight labor market.

10:45am-12:00pm
D4 - Corporate Tax Update and Planning Credits: 1.5 GN

Christine P. Engel, CPA
Regier Carr & Monroe LLP , Tucson, AZ

A quick refresher just in time as you finish up those corporate and partnership returns. Emphasis will be on the TCJA provisions including the K-1 disclosures regarding the Qualified Business Income  Deduction under Sec. 199A, depreciation (including bonus, Sec. 179 and changes that are affecting farmers), and opportunities for using the cash method of accounting. Also review the partnership audit rules, as well as the fallout from the Wayfair decision.

10:45am-12:00pm
D5 - Tech Talk with Calvin Wong Credits: 1.5 GN

Calvin J. Wong, CPA, CISSP
Director of IT / The Georgia Society of CPAs , Atlanta, GA

Get the inside scoop and demonstrations of cutting-edge gadgets and software, including the latest from Office 365, cloud computing, security and much more. The session will also include plans of evolving technology from state-of-the-art hardware to the latest trends of the tech industry.

10:45am-12:45pm
D6 - Annual Update for Defined Contribution Plans (UDCP) Credits: 1.5 AA

William F. Taylor
Surgent , Radnor, PA

Receive a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will gain insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor’s Criminal Enforcement initiative and audit quality study will be discussed and reviewed. An update on the issues associated with the peer review process and failure of firms to include employee benefit plans. Materials will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.

12:00pm-1:10pm
Lunch & Explore the Exhibit Hall

1:10pm-2:50pm
E1 - Auditing Standards Update Credits: 2.0 AA

Bruce A. Nunnally, CPA, CGMA
Carr, Riggs & Ingram, LLP , Miramar Beach, FL

Significant recent changes in auditing standards will require implementation soon. Don’t be blindsided!

1:10pm-2:50pm
E2 - CECL Data, Methods and Models Deep Dive Credits: 2.0 AA

Michael T. Umscheid, CPA
ARCSys™ , Norfolk, VA

Discuss specific data needs by model, methods of data aggregation and how to calculate your allowance using a different model. Gain an understanding of data needs for each model; understand data issues that may arise in your historical data sets and why data aggregation techniques are essential and how you can use regression modeling to support your conclusions. See how different models work and how forecasting in integrated into the models.

1:10pm-2:50pm
E3 - Financial Statement Preparation Credits: 2.0 GN

Marc Hamilton, CPA, CGMA
CDG Engineers & Associates, Inc. , Andalusia, AL

Business management is continuously looking for process improvement and efficiency. The Financial Statement preparation process is one that frequently has many bottleneck or time sinks creating stress and frustration. Take a high-level look at changes in process and technology developments that may offer faster ways to compile data, organize supporting documentation and share a workpaper environment.

1:10pm-2:50pm
E4 - Opportunity Zones: Insights and Observations Credits: 2.0 GN

Ricky B. Novak
The Strategic Group of Companies , Atlanta, GA

Focus on the federal Opportunity Zones (OZs) program. OZs have received tremendous attention and press but a host of unanswered questions remain. What are the benefits of OZs? How can I defer capital gains with an OZ? What are my options to participate in OZs by either creating my own fund, or investing in a larger fund? Discuss insights and observations on these and other questions.

1:10pm-2:50pm
E5 - Creating and Delivering Financial PowerPoint Presentations Credits: 2.0 GN

Greg Creech
Techedutainment Services, Inc. , Pine Lake, GA

Learn how to deliver complex information using PowerPoint through the creation of presentations with charts, graphics, Excel worksheets and videos, as well as how to give the presentation effectively. Review best practices and industry standards for creating and delivering presentations.

1:10pm-2:50pm
E6 - Planning for your Clients: Social Security and Medicare Credits: 2.0 GN

Faye Sykes, NSSA, CLTC
Scarlet OakFinancial Services , Atlanta, GA

Are your clients receiving the Social Security benefits for which they qualify? Many are not because they do not understand how the rules apply to them. As a government entity, Social Security employees can only answer questions; they cannot give advice. Break down this complex program through stories about real people along with tips to help you understand when your clients may need additional guidance.  She will also cover the basics of Medicare.

2:50pm-3:20pm
Explore the Exhibit Hall

3:20pm-5:00pm
F1 - Audit Risk Assessment and Internal Control Evaluation and Documentation Credits: 2.0 AA

Bruce A. Nunnally, CPA, CGMA
Carr, Riggs & Ingram, LLP , Miramar Beach, FL

Auditors are being questioned on their application of the Audit Risk Assessment standards. Find out what needs to be done and documented.

3:20pm-5:00pm
F2 - Statistically or Nonstatistically: How Correct is Your Sample? Credits: 2.0 AA

Thomas E. Newell Jr, CPA
Newell & Newell, PC , Columbus, GA

Sampling is used throughout the auditing process to provide a basis for reaching conclusions about a population but has proven a problem in many peer reviews. Statistical and nonstatistical sampling methods are both used in public practice and comply with auditing standards. Internal audit also uses both approaches in performing their functions. Evaluate how to determine appropriate sample sizes, select sample items and evaluate sample results per auditing standards and the Audit Sampling audit guide.

3:20pm-5:00pm
F3 - Treasury Management Credits: 2.0 GN

Marc Hamilton, CPA, CGMA
CDG Engineers & Associates, Inc. , Andalusia, AL

Treasury management and the ever-changing access to banking and investment information creates many exciting opportunities for improvements in cash management, financing strategies and investing alternatives. Security issues and disruptive platform alternatives significantly impact the cyber world. Join us for a discussion of current best practices, insight into productive treasury management tools and a look at what changes may lie ahead.

3:20pm-5:00pm
F4 - The Complete Guide to Section 199A's 20% Pass-Through Deduction After IRS Guidance Credits: 2.0 GN

William F. Taylor
Surgent , Radnor, PA

Section 199A is easily the least understood topic of The Tax Cuts and Jobs Act. Your clients will look to you for explanations and best practices to maximize the 20% deduction. Pass-through entities and real estate investors stand to gain valuable tax cuts, and the average practitioner cannot afford to be uninformed on Section 199A. Cover all relevant facets and nuances of the deduction, including all IRS-issued guidance and enable implementation for tax returns.

3:20pm-5:00pm
F5 - Excelling at Excel: Data Management, Manipulation and Analysis Credits: 2.0 GN

Greg Creech
Techedutainment Services, Inc. , Pine Lake, GA

Excel works with many applications, and we typically download information into Excel and then think: “Now, what?” Learn to manage, manipulate and analyze data tables in Excel. With data management, learn the Name Box/Manager and essential functions, like VLOOKUP. Data manipulations include sorting and filtering data and then analyze the data with PivotTables.

3:20pm-5:00pm
F6 - Transforming Your Practice Credits: 2.0 GN

Thomas G. Stephens Jr, CPA, CITP, CGM
K2 Enterprises , Hammond, LA

As a practitioner in a small- to mid-sized tax practice, you face more challenges today than ever. Fortunately, you can overcome many of these challenges  by taking advantage of tools you already may have access to in your tax software. Learn how to quickly handle items such as linking QuickBooks and QuickBooks Online data to your tax engine, best practices for obtaining client data, how to streamline the Form 8879 process, and workflows to improve tax planning and advisory services.

Thursday, August 30, 2019

7:00am-7:50am
G - Root Cause Analysis: Preventing Recurring Failures Credits: 1.0 AA

Raven Catlin, CIA, CPA, CFSA, CRMA
Raven Global Training, LLC , Herndon, VA

Optional early session

Have you ever communicated a recommendation only to discover the implemented recommendation didn’t resolve the problem? Do you feel like you identify symptoms of problems? Does your organization use the Band-Aid approach to correcting communicated audit findings? If you answered yes to any of these questions, this course is for you. This workshop is for auditors and managers who want to resolve problems once and for all. Attendees will perform a root cause analysis on an issue they are currently facing using proven root cause analysis tools and techniques.

8:05am-8:55am
H - Imagine That! Creative Problem Solving and the Artist’s Perspective Credits: 1.0 GN

Richard Hight
Visual Impact , Tulsa, OK

Successful people take advantage of emerging opportunities; successful people also seek better solutions for their ongoing challenges. In both cases, creativity is a crucial ingredient. Creativity requires a broader and more imaginative way of thinking, but it’s open to all, and it can help anyone, whether they’re a student, a businessperson, or anything in between. Reawaken yourself to become a more creative thinker so you can develop and fully develop new answers to problems that once seemed unsolvable. Become more persuasive in the presentation and marketing of ideas; avoid overused solutions in favor of novel ones that set the stage for even greater success; strengthen leadership abilities and organizational skills; attain new levels of fulfillment in daily life and create strategies for turning change into opportunity.

9:15am-10:30am
I1 - Do You Know SSARS - SSARS Update 2019 Credits: 1.5 AA

Thomas E. Newell Jr, CPA
Newell & Newell, PC , Columbus, GA

Since the big SSARS 21 effective for periods ending after December 15, 2015, made significant changes to compilation and reviews there have been three updates with additional changes: SSARS 22, SSARS 23 and SSARS 24. Review these changes, their effective dates and the impact on your compilation and review practice.

9:15am-10:30am
I2 - Not For Profit Accounting: Changes and Updates Credits: 1.5 AA

Kimberly A. Bland, CPA
Smith & Howard, PC , Atlanta, GA

Sabre J. Linahan, CPA
Smith & Howard, PC , Atlanta, GA

Accounting and tax changes are happening fast for not-for-profits. Cover the main areas that are impacting not-for-profits now and in the future, along with their related challenges. Topics to be covered include financial statement changes, revenue recognition, grants and contracts, proposed FASBs and the 2017 Tax Cuts and Jobs Act provisions.

9:15am-10:30am
I3 - Mergers and Acquisitions Overview Credits: 1.5 GN

James Lindell, CPA, CGMA
Thorsten Consulting Group, Inc. , Dousman, WI

If you’re in over your head when it comes to mergers and acquisitions (M&A), attend this clarifying session to get your bearings and avoid common mistakes. Review the entire M&A process as you learn about important considerations, including when and why M&As make sense, how to identify M&A candidates, how companies are valued, due diligence issues and how to prepare for a potential sale.

9:15am-10:30am
I4 - State and Local Tax Trending Topics Credits: 1.5 GN

Richard C. Litwin
The Litwin Law Firm, P.C. , Atlanta, GA

State governments and practitioners have spent the past 12 months grappling with the Wayfair decision. State taxing agencies have enacted laws to maximize revenues on Internet sales. Practitioners have spent hours trying to clarify the administrative issues their clients face in trying to comply with a host of new tax obligations — cover important issues pervading the SALT world over the past year. Topics of discussion will include the Wayfair decision and virtual presence as a replacement for physical presence, as well as pass-through entities allowing nonresident members/partners to sign a Georgia Form NRW-Exemption. In addition, discuss partial Georgia state income tax refunds that trigger the statute of limitation for seeking a refund of amount not refunded; state enforcement action against exotic car purchasers who use Montana LLCs to avoid Georgia’s title ad valorem tax fee and Georgia nonprofit organizations’ obligations to collect sales tax at galas and silent auctions. Explore strategies and pitfalls for dealing with the City of Atlanta Business Occupation Tax and the rise of state civil and criminal tax fraud.

9:15am-10:30am
I5 - CPA Firm Technologies - Helping Your Practice Grow Credits: 1.5 GN

Randolph P. Johnston
K2 Enterprises , Hutchinson, KS

Public accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management and workflow are as crucial as ever. However, new opportunities with tools based on artificial intelligence, machine learning, and process automation are available now to improve firm efficiency. Gain real-world, practical perspectives on the opportunities available today. Also, learn about specific actions you can take to capitalize on new tools and better techniques in all areas of practice, from tax to audit to client accounting services.

9:15am-10:30am
I6 - Technology Needs an Accountant's Heart Credits: 1.5 GN

Joseph T. Henshaw
Project Manager / Polay + Clark , Atlanta, GA

AI is at the heart of tomorrow’s accounting workflows. And yet, AI itself lacks the very spirit that is needed to harness its power. That is because accountants can proactively manage AI capabilities and best allocate the findings, trends and opportunities to create value for their clients. Learn how tech-forward firms adapt to and thrive on the ever-changing technology curve.

10:30am-10:45am
Explore the Exhibit Hall

10:45am-12:00pm
J1 - Peer Review: Evolving to Better Serve the Profession Credits: 1.5 AA

James W. Brackens Jr, CPA, CGMA
AICPA , Durham, NC

Rapid changes in the regulatory and business environment have created unprecedented challenges for firms. Cover recent changes made (and plan to be made) to better assist you in meeting these challenges. Also included will be specific examples of areas where firms struggle, and resources developed to aid in remediation.

10:45am-12:00pm
J2 - Lessons Learned: Leases Implementation Credits: 1.5 AA

Michael J. Hamilton, CPA
MMC Energy , Maywood, NJ

Accounting for Leases is an important new standard that will require significant time and effort to understand and implement. The discussion will include the following essential components of the new leasing standard: general concepts and scope, lessee accounting, lessor accounting, sale and leasebacks, leverage leases, build-to-suit leases, subleases, disclosures, effective date and transition and comparison with IFRS.

10:45am-12:00pm
J3 - Connecting the Dots of Organizational IT Risk and Control Analysis Credits: 1.5 GN

David Muxfeld, CRISC
Federal Home Loan Bank of Atlanta , Atlanta, GA

An IT governance, risk, and compliance program can be a highly effective mechanism for an organization to manage IT-related risk. However, IT GRC adoption can be challenging, as it is often more art than science. This talk is to help connect the dots of IT risk and control analysis. Attendees will review the core principles of GRC and how to perform risk and control analysis to make informed decisions.

10:45am-12:00pm
J4 - Advising Your Clients on Research and Development Tax Credits and Business Incentives Credits: 1.5 GN

Paul VanHuysen
ADP , Mt. Pleasant, SC

Sanjiv Gaitonde
ADP , Houston, TX

As a company looks to define and evaluate tax incentive opportunities, data becomes a critical piece of helping evaluate which incentives to pursue. Receive a high-level overview of the evolving tax incentive landscape, highlighting vital programs, and providing insight into the latest tools and techniques leveraged in the market. Also, cover the impact of Tax Reform (TCJA 2017) on tax incentives and other relevant topics on the minds of taxpayers.

10:45am-12:00pm
J5 - Project Management for Technologists Credits: 1.5 GN

Ed Kless
Sage , Allen, TX

Explore the possibility that technologists can increase their effectiveness in working with customers if they adopt concepts from project management theory. Utilizing these ideas is not easy as it requires technologists to think differently and more abstractly than they have in the past. Project management focuses on the building of physical things such as buildings and rockets and as such the ideas must be extracted and reformed around knowledge work.

10:45am-12:00pm
J6 - Key Strategies for Attracting and Retaining Top Talent Credits: 1.5 GN

Ashley Freeman
ADP , Atlanta, GA

In today’s competitive market, it’s increasingly difficult to attract and retain top talent. As a result, companies are using creative strategies to stand out as an employer of choice. While traditionally, employee benefits have been viewed as expensive, there are affordable ways to attract and retain talent. Discuss workplace culture, policies and perks to help set you apart from the competition.

12:00pm-1:10pm
Lunch & Explore the Exhibit Hall

1:10pm-2:50pm
K1 - AICPA Enhancing Audit Quality Update: Continuing the Journey to Excellence Credits: 2.0 AA

James W. Brackens Jr, CPA, CGMA
AICPA , Durham, NC

Four years ago, the AICPA launched its Enhancing Audit Quality Initiative, a holistic solution for improving audit quality in an increasingly complex business environment. This session will provide an update on the AICPA’s data-driven approach to enhancing audit quality; progress made in combatting the most significant audit issues, including resources the AICPA has developed for auditors, audit engagement teams and auditees.

1:10pm-2:50pm
K2 - Agile Auditing Credits: 2.0 AA

Raven Catlin, CIA, CPA, CFSA, CRMA
Raven Global Training, LLC , Herndon, VA

Auditing today is coined with buzz words like “continuous” “dynamic” and “ongoing” as it relates to everything from risk assessments, controls monitoring and reporting. But what does that mean and how do you do it? Our audits are a project, and each person on the team must complete their assignments and tasks to meet audit deadlines. But, there is a better way to manage audit projects. Through Agile Auditing,TM you will improve audit delivery time, give better customer service, solve corporate problems and issues faster and reduce rework and waste. In short, you will be able to do more with less.

1:10pm-2:50pm
K3 – Strategy: Is It Based on Future Expectations or Historical Results? Credits: 2.0 GN

James Lindell, CPA, CGMA
Thorsten Consulting Group, Inc. , Dousman, WI

Can you identify where your company is in the business cycle? The business cycle of your industry? How do these cycles relate to the overall economic cycle in the country? The controllers and CFOs of tomorrow will understand the economy, their company’s place in the whole industry, and most importantly how to use tools to identify trends and inflection points. We must determine where the organization is heading; including the business environment with all of the constraints, possibilities, and dangers that confront our businesses. Then we must help the organization determine how to achieve that vision.  Our company financial results are nothing more than the grade at the end of the course. We must work with the key drivers that create the financial results of the organization.

1:10pm-2:50pm
K4 - Predicting and Preparing for the Future of The Estate and Gift Taxes Credits: 2.0 GN

Steven M. Wyatt
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Christopher Steele
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

While the estate and gift tax lifetime exemption is at an all-time high, the next six years present a minefield of potential changes to both the exemption and some of the most popular estate and gift tax planning techniques.  While it is easy for clients to ignore the application of the estate and gift tax today, it is essential we provide our clients with a complete understanding of the coming changes so that they do not get caught unaware and subject to unnecessary taxes. Discuss the current state of the estate and gift taxes, a comparison of the current proposed changes to the estate and gift tax, and a discussion of how best to prepare clients for the possibility of future uncertainty.

1:10pm-2:50pm
K5 - Going Virtual - Technology to Support Remote Team Members Credits: 2.0 GN

Randolph P. Johnston
K2 Enterprises , Hutchinson, KS

Going virtual has evolved beyond anywhere, anytime, any device access to full-service remote support. There are a wide variety of tools that help us work virtually. Learn about many of them, including multi-factor authentication, hosting, VOIP telephony, video conferencing, document management systems, portals, Microsoft Bookings/Teams/TimeTrade, and employee portals. Explore the best ways to make these technologies work and how your business can execute a virtual employee strategy.

1:10pm-2:50pm
K6 - Three Main Things You Need to Know About Long Term Care for You, Your Company, Your Family and Your Clients Credits: 2.0 GN

Corey Rieck
LTC Compass , Atlanta, GA

Examine emerging issues related to long term care, including three essential components of effective long term care planning; planning strategy for business owners and companies; planning strategies for individual clients and potential underwriting strategies for clients with a significant adverse health history.

2:50pm-3:20pm
Explore the Exhibit Hall

3:20pm-5:00pm
L1 - Communicating Bad News in Audit Observations Credits: 2.0 AA

Raven Catlin, CIA, CPA, CFSA, CRMA
Raven Global Training, LLC , Herndon, VA

Internal audit’s responsibility is to help improve an organization’s operations. Part of this responsibility includes communicating bad news, risks, process deficiencies, and opportunities for improvement to management and other interested parties. Disclosing this information is sometimes difficult, but it doesn’t have to be painful. Understand the elements of an audit observation, including details most useful in selling considerations to management such as tips for getting your message across and best practices and pitfalls of selling audit observations.

3:20pm-5:00pm
L2 - Revenue Recognition: Lessons Learned (Industry Implementation) Credits: 2.0 AA

Michael Hamilton
AICPA , Durham, NC

Revenue recognition is one of the most critical reporting areas faced by accountants and standard setters. Avoid the many traps related to recognizing revenue in the delivery of products and services while you become familiar with GAAP requirements of revenue recognition including multiple element arrangements. The discussion will include the new joint standard for revenue recognition, rights of return, revenue constraints, breakage, contract modifications, onerous performance obligations, contract costs, principal vs. agent issues, financial statement disclosures, effective date and transition, and audit advice.

3:20pm-5:00pm
L3 - Navigating with Confidence: Future of Finance Competencies Credits: 2.0 GN

Kenneth W. Witt, CPA, CGMA
AICPA , Durham, NC

In this rapidly evolving world, technology is changing how we work and live more than ever before. And accounting isn’t immune to this evolution — according to a Deloitte and Accenture study, robotics is predicted to automate or eliminate 40 percent of necessary accounting work by 2020. Discuss research findings on the Future of Finance, how the CGMA Competency Framework incorporates those findings, and explore the new competencies that finance professionals need to add value in their organizations.

3:20pm-5:00pm
L4 - Department of Revenue Update Credits: 2.0 GN

A legislative update from the Georgia General Assembly’s most recent legislative session as it relates to recent tax changes. The Commissioner will be present for questions and answers following her remarks.

3:20pm-5:00pm
L5 - Finding Sanity in a Sea of Flailing Muppet Arms: Tips for Practicing Safe Internet Credits: 2.0 GN

David Muxfeld, CRISC
Federal Home Loan Bank of Atlanta , Atlanta, GA

The internet can be a scary place where every action can lead to all types of reported perils. What is a user to do under a constant threat of internet gremlins and other boogeymen? This talk is to bring some sanity to the internet threat landscape. Attendees will gain comfort with the dispelling of some popular myths, lose that comfort with a discussion around some serious user threats, and get a refresher on best security practices.

3:20pm-5:00pm
L6 - The Accounting and Tax Landscape of Blockchain Credits: 2.0 GN

Jagruti R. Solanki, MBA, CPA, CGMA
AUDIT MANAGER / Aprio , Atlanta, GA

Across industries, visionary CEOs are turning to the blockchain to reinvent the nature of commercial transactions and increase the value of their businesses. Transactional volume of digital assets continues to grow exponentially along with the volatility. Companies holding digital assets need to understand the accounting and audit considerations to manage risk and safeguard value. However, currently, there is no specific guidance from IFRS or U.S. GAAP on accounting for digital assets. We will highlight some use cases and discuss a few critical implications that companies need to consider: our perspective on blockchain impacting business and accounting roles; blockchain and current ERP system; current accounting and tax landscape; and accounting and tax considerations.

Conference Materials

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EMaterials

Conference Site

Cobb-Marietta Coliseum & Exhibit
2 Galleria Pkwy SE
Atlanta, GA 30339

770-955-8000

 

For more information about hotel reservations, please refer to the information tab.

Late Registration

$540 GSCPA Members, $640 Non-Members (after 8/25/2019)