Wednesday, November 15, 2023
8:00am-8:50am
A - 2024 Hiring and Compensation Trends
Credits: 1.0 BM
Luv Mirani
Robert Half International Inc
,
Atlanta, GA
Competition for skilled talent persists. Even as some employers become more strategic about hiring and extending the recruitment process, job openings sit near record highs, and companies continue to expand their teams to address skill gaps and move projects forward. Learn how hiring managers attract top candidates and enhance retention amid a complicated employment landscape. See where salaries are headed, the latest trends in benefits and perks and more.
9:00am-10:40am
B - A&A Update for Industry
Credits: 2.0 AO
Michael K. Cheng, CPA
Partner
/
Frazier & Deeter LLC
,
Atlanta, GA
Cover recently issued accounting, reporting and auditing standards and other guidance that may affect your business. Review general information on happenings from FASB will also be provided. Identify key accounting issues that industry CPAs typically encounter.
10:50am-12:05am
C1 - Current Cyber Threats and Risk Management
Credits: 1.5 AI
Jonathan Kyle
LockStep Technology Group
,
Peachtree Corners, GA
Focus on attacks and exploits aimed at damaging or disrupting computer networks or systems through unauthorized access, destruction, disclosure, modification of information, or denial of service. Discuss the ongoing process of discovering, correcting and preventing security problems and implanting plans to address future risks.
10:50am-12:05pm
C2 – The Multigenerational Workforce Today: What Workers Want and What it Means for Employers
Credits: 1.5 BM
1:05pm-1:55pm
D - Active Ethics: How Doing the Right Thing Helps Everyone
Duncan Will
CAMICO Mutual Insurance Co
,
San Mateo, CA
CPAs have a responsibility to conform to the rules of professional conduct. However, it is essential to understand in today's environment how adhering to the profession's ethical responsibilities might sometimes place you in the middle of a potential liability problem. Identify some of these situations and how to steer through them successfully.
2:05pm-2:55pm
E - Fraud and Embezzlement: Risk Management Strategies
Credits: 1.0 AI
3:05pm-4:20pm
F – Corporate Debt 101, Lending Market Update, and Borrower Best Practices
Credits: 1.5 ST
Chris Fellows, CFA
Fountain Gate Advisors
,
Atlanta, GA
David Fischer
Georgia Banking Company
,
Atlanta, GA
Nicholas J. Roecker
Alston & Bird, LLP
,
Atlanta, GA
The moderator will review a primer on corporate debt alternatives and a discussion of bank and non-bank lenders for a pulse on the current state of the lending market. The panelists will share thoughts on best practices for CFOs/controllers/VPs of finance who manage internal processes for new loans, refinancings, or amendments to existing credit facilities.
Thursday, November 16, 2023
8:00am-9:40am
G - Key Tax Issues Facing Business
Credits: 2.0 TT
Joshua Jenson
Joshua Jenson, CPA, PC
,
Edmond, OK
Review planning for the new tax provisions of the Inflation Reduction Act, the SECURE Act 2.0, and the upcoming FINCEN reporting affecting businesses. Cover new major tax credits and deductions businesses can take advantage of, including the Federal solar credits for businesses, energy efficient commercial building deduction, the latest on tax-free credit transfers, tax-related compensation issues for owners of the company and Schedule K-1, K-2 and K-3 reporting matters for both S-corporations and partnerships.
9:50am-10:40am
H – 2023 Economic and Market Outlook
Daniel Morgan
Senior Portfolio Manager
/
Synovus Trust Company, N.A.
,
Atlanta, GA
Is the economy heading towards a period of rising inflation with low economic growth – stagflation? How does the mushrooming Federal deficit impact future growth? What will be the long-term impact of these policies? Come find out how to navigate through these uncertain times. Many investors wonder what strategies they should undertake to maximize their portfolio's return. Examine various tactics investors could apply.
10:50am-11:40am
I1 - Eliminate the Fear Factor: An Introduction to AI and ChatGPT for CPAs
Credits: 1.5 IN
Trent Green, CPA
Tax Director Services, Inc.
,
Apex, NC
Artificial intelligence (AI) platforms such as ChatGPT are transforming our profession and the way we work. Examine the background of ChatGPT and learn through examples how to use its vast capabilities to effectively find answers to accounting, tax and other technical issues. Receive an introduction to practical strategies to help CPAs learn and keep up with AI in a fast-changing technological environment.
10:50am-11:40am
I2 – Endowments 101
Credits: 1.0 AO
James M. Harris III
Investments
/
Wells Fargo Advisors - Harris Financial Strategies Group
,
Albany, GA
Are you aware of how endowments can strengthen – or hinder – your organization? Learn about the purpose of endowments, the various types and best practices for policy considerations for endowments. Discuss how endowments are recorded and disclosed and learn how to avoid common errors when recording or analyzing them.
12:25pm-1:40pm
J1 – Federal Corporate Tax Update
Credits: 1.0 TT
Joshua Jenson
Joshua Jenson, CPA, PC
,
Edmond, OK
Prepare for the tax laws that are adjusting and expanding and the ones expiring under TCJA. Cover the latest tax updates related to the employee retention credit, work opportunity tax credit, research and development expenses, reminders of long-standing tax credits for businesses, the latest allowable tax deductions and credits based on 2022 vs. 2023 with inflation adjustment information and an IRS audit outlook with an analysis of future audit areas and how to prepare.
12:25pm-1:40pm
J2 - Accounting for TDRs, Debt Modificaton and Extinguishments & Overview of Lease Accounting Under ASC 842 - Since ASC 842
Credits: 1.5 AO
Justin Ortega, CPA
BDO USA, LLP
,
Atlanta, GA
Discuss the analyses necessary to determine if an amendment is a Troubled Debt Restructuring (TDR), debt modification or extinguishment and how to account for transactions under each model. Receive a brief overview of ASC 842 and provide a deeper discussion on some of the more challenging concepts of ASC 842 that companies currently face post-adoption.
1:50pm-2:40pm
K1 – 401K Trends Dominating the Industry
Credits: 1.0 AO
James M. Harris III
Investments
/
Wells Fargo Advisors - Harris Financial Strategies Group
,
Albany, GA
Delve into the top 401K trends dominating the industry, offering essential insights and actionable advice for seasoned investors and newly enrolled participants.
1:50pm-2:40pm
K2 – Cash Flow Management: Critical for Sustainability
Credits: 1.0 TT
Denise W. Grove, CPA, CGMA
Founder & CEO
/
CFO Support, Inc. & Grove Solutions
,
Newnan, GA
Cash flow strategies look into the 'windshield' vs. the rearview mirror.' Discuss an income-targeting framework for budget and forecast planning. CPAs are regarded as trusted professional advisors 'who know money.' Naturally, our CFOs and CPA SMB Client Advisory Services (CAS) Cash Forecasting roles continue growing. Technique-shared works for Client CAS and firm practice management.
2:50pm-4:05pm
L - Mastering the AI Wave: Eight Strategies for CPAs to Enhance Productivity
Trent Green, CPA
Tax Director Services, Inc.
,
Apex, NC
As we progress into the age of artificial intelligence, the technology landscape is changing ever-increasingly. As CPAs, is it possible to harness the benefits of AI, ChatGPT and other emerging technologies instead of getting overwhelmed? The answer is yes, but only if we take the right approach. Rather than react to every new technology, discuss a sound, stable, principles-based framework for learning and adopting AI and other technologies that keep us focused on producing high-quality accounting, tax and finance deliverables accurately and on time.
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