Joe Woodard, CEO
Woodard Consulting , Canton, GA

Professionals' lives are inundated with project deadlines, unfinished tasks, self-directed tasks and time-sensitive actions. Simply put, business professionals are never task-free. Learn strategies for taming task overload and turning responses into intentional, thoughtful and highly effective actions in your practice and life.

Meredith W. Caiafa
Morris, Manning & Martin, L.L.P. , Atlanta, GA

Receive an overview of significant recent labor and employment law developments, including federal and state action concerning enforcing non-competes and other types of restrictive covenants agreements, wage and hour compliance under the FLSA, and independent contractor classification rules. Also, discuss the impact of emerging technologies such as AI on the workplace and how those technologies may relate to ongoing HR concerns such as Title VII compliance and anti-discrimination efforts.

Nicole R. Suk, CPA
Tax Principal / Windham Brannon, PC , Atlanta, GA

Explore the impending tax provisions set to sunset from the 2017 Tax Cuts and Jobs Act after 2025. Cover how the changes may affect you and your business, and explore ways to capitalize on those changes now. Discuss any other specific or uncertain tax law changes for 2025 and beyond.

Reginald Chever
Federal Reserve Bank of Atlanta , Atlanta, GA

Discuss the Sixth District's regional economy and national-level economic indicators to generate rich discussions.

David L. Cotton, CPA, CFE, CGFM
Cotton & Company, LLP , Alexandria, VA

All accountability professionals are familiar with Cressey's Fraud Triangle. What about the Fraud Pentagon? Or the Triangle of Fraud Action? How about the Advanced Meta-Model of Fraud? Explore these models, their strengths, and their shortcomings, emphasizing motivations and pressures that push otherwise honest people to commit fraud: unbearable financial pressure and economic hardship, for example. Understanding why and how people are driven to commit fraud will equip us to prevent or detect fraud early.

David L. Cotton, CPA, CFE, CGFM
Cotton & Company, LLP , Alexandria, VA

The contractor sought $64 million in damages under a Federal construction contract. The government thought the claim was fishy. The court agreed, found fraud in the claim, and tossed it out. But it didn't end there. The court ordered the contractor to pay the defendant $51 million due to the fraud. Examine a United States Court of Federal Claims case (affirmed by the Federal Circuit) that should help deter frivolous (and fraudulent) claims.

Carl Seidman
Seidman Financial , Deerfield, IL

To reach the C-Suite, CFOs must demonstrate their drive and aptitude. Discuss real-life examples of the challenges that heads of finance face at the top as they lead their accounting and finance functions forward. Demystify how to find greater connection and insight from peer networks and unveil suggestions for getting better buy-in from team members, better return on skills development, and staying on top of new technology. It doesn't have to feel like going at it alone.

Hannah Hood
Summit Virtual CFO , St. Louis, MO

Since the pandemic, we've seen changes in the accounting industry, which brought forth a need for new skills. Dive into hands-on strategies to close this gap using real-world stories and front-line insights. Whether you're a seasoned pro or a young CPA, receive the tools and know-how to succeed in the ever-changing accounting world. 

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

Our information age has brought new ways of stealing or holding our information hostage. Explore the various forms of cybersecurity, including ransomware, phishing and malware. Examine forms of protection using multi-factor authentication, Microsoft's Defender and other third-party security applications. Also, learn ways of managing personal data, including identity theft, and the steps to take to prevent an attack and steps to take when you experience identity theft.

MIchael Lonergan
Georgia Oak Partners , Atlanta, GA

Financial professionals involved in the sale of a business should understand how private equity investors can enhance a company's legacy post-sale by driving growth and continuing the business's success. Opportunities include providing equity ownership and upward mobility for employees, expanding the company's geographic footprint and/or market share through strategic acquisitions, value creation, and more. CPAs ensure the deal is a win-win-win for all parties involved.

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

Learn the AI terminology and review applications, including ChatGPT and Microsoft's Copilot. With no current copyright protection and information in the public domain, we are in the wild, wild West of this new technology and its implementation. Explore industry changes due to AI in customer service, data analysis, finance and health care. The accounting and finance organizations that learn and adopt AI early will lead their competitors while the competitors scramble to catch up with these great, new information management tools.

Adam Kapasi
Deloitte Consulting LLP , Costa Mesa, CA

Valerie Liu
Deloitte , San Francisco, CA

Explore the transformative role of gig workers in traditional corporate environments. Cover the latest trends around the Gig Economy, including effective talent sourcing, data implications and overall working methods. Learn how organizations integrate gig workers through clear communication, defined project scopes and robust onboarding to align with organizational goals and maintain high-quality standards.