Thursday, November 19, 2026
8:00am-8:50am
A - Beyond the Numbers: Transform Financial Data into Stories That Drive Smarter Decisions
Credits: 1.0 PD
Kristie Stocker
Kinetik Edge LLC
,
Canton, MI
You know the numbers, but does your audience know what to do with them? Data informs, but stories drive action. Learn a practical framework for translating complex financial information into compelling narratives that build trust, create clarity and connect with non-financial audiences. Learn how to craft business stories that make financial information meaningful and memorable, simplify complex financial concepts to improve audience understanding and engagement, and deliver financial insights with confidence.
9:00am-10:15am
B - AI for Industry Leaders
Credits: 1.5 IN
Thomas G. Stephens Jr, CPA, CITP, CGMA
Managing Partner
/
K2 Enterprises
,
Hammond, LA
Discover how artificial intelligence is transforming business operations and decision-making. This session explores practical AI applications, emerging trends and opportunities to improve productivity and efficiency across your organization.
10:25am-11:40am
C - Tax Update for Business Leaders
Credits: 1.5 TT
Arthur J. Werner
Werner-Rocca Seminars, LTD
,
Philadelphia, PA
As 2027 approaches, tax professionals in business and industry must prepare for significant updates that could impact planning, reporting and compliance. This session will cover the latest federal and state tax developments, upcoming legislative changes and practical strategies to help your organization stay ahead.
12:30pm-1:45pm
D - Impacts of Tariffs on A&A and Financial Planning
Credits: 1.5 AO
Thomas Groskopf, CPA, CVA, MBA
Barnes Denning
,
Cincinnati, OH
Tariff-related financial reporting now involves broader and more complex considerations than in past decades. This session reviews the current tariff landscape, addressing legal rulings and decisions about refunds. Learn about aspects of tariff accounting implications, including accounting for possible refunds, revenue recognition implications and disclosures.
1:55pm-3:10pm
E - Economic & Debt Market Update
Credits: 1.5 EO
Patrick Maffett, CIMA, AIF, MBA
Regions Bank
,
Atlanta, GA
This session equips CPAs with a clear, actionable understanding of the forces shaping today’s economic landscape. Patrick will break down the key macroeconomic trends and translate them into practical insights you can apply in client conversations and strategic planning. Explore current market behavior across equities, fixed income and alternative assets, with an emphasis on identifying risks early and spotting emerging opportunities. The goal is simple: to give financial professionals the clarity and confidence needed to navigate uncertainty and guide clients through a rapidly evolving environment.
3:20pm-4:10pm
F - Crisis Management: What Every CPA Should Know Before the Crisis Escalates
Credits: 1.0 BT
Ashley F. Hinkson, J.D.
Hinkson Law
,
Atlanta, GA
Whether the trigger is fraud, an employee complaint, a regulatory investigation or another unexpected event, the earliest decisions often determine the outcome. This session explores how CPAs can recognize when a business issue has become a legal and reputational crisis, when to involve counsel and how to help clients protect operations, stakeholder confidence and enterprise value.
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