CPAs in Industry Spring Conference (Milwaukee)

CPAs in Industry Spring Conference (Milwaukee)

CPAs in Industry Spring Conference (Milwaukee)


Attend the CPAs in Industry Spring Conference to receive insightful information and innovative tools that will allow you to think fast, respond quickly and be aware of the many changes that lie ahead. Whether you are new to the field or a seasoned professional, remaining current with the multitude of guidelines can make a difference in your work and your organization’s bottom line.

Session highlights: 

Hear about recent trends in the state economy and the forecast for 2019.

Uncover and compare the common areas of impact to ensure proper interpretation of the new standard.

Learn the latest updates and how your business may be impacted.

Receive an overview of the latest trade actions taken by the Trump administration and their impact on commerce.

Discover the 10 important key features in Excel every accountant should know. 

Find out what changed and what remains of the Affordable Care Act, and learn where legislation and regulation are headed.

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7.2 CPD Credits


Registration is open through 03/21. Register by 03/07 for Early Bird Pricing.

Member Price

$379 / $349 Early-Bird pricing ends on 03/07/2019.

Nonmember Price

$429 / $399 Early-Bird pricing ends on 03/07/2019.

Student Price


Thursday, March 21

8:00am to 4:30pm (Check-In 7:00am)

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Potawatomi Hotel & Casino

1721 W Canal St
Milwaukee, WI 53233

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Thursday, Mar 21st

7:00AM TO 8:00AM / General Session

8:00AM TO 8:15AM / General Session

8:15AM TO 9:15AM / General Session

Noah Williams, Juli Plant Grainger Professor of Economics, University of Wisconsin-Madison Division of Recreational Sports

This session will cover recent trends in the state economy and touch on outcomes in different sectors and in comparing Wisconsin to other states. Discussion will also include a forecast for 2019 and highlight some of the research CROWE is doing on state economic and policy issues.

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9:35AM TO 10:35AM / Breakout Sessions

Jennifer Rathburn, Foley & Lardner LLP

DeVona Wright Cottrell, Director/Associate General Counsel, Robert W. Baird & Co., Inc.

Prepare your organization for a cyberattack by attending this session and receiving an overview on how to develop a cybersecurity program. Hear about the state of the world, sources of risk and common security myths. Session highlights will also include hot cybersecurity topics that your organization should be focusing on to prepare for and respond to data breaches, including how to develop security incident response plans and cybersecurity action steps for officers and directors.

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James Blinka, Central Tax Regional Managing Partner, BDO USA, LLP

Kory Stoehr, Tax Partner, BDO USA, LLP

Attend this session to hear about recent legislative and regulatory changes and their financial implications for businesses. This will include discussion of the impact on the form of business operation, capital investment, merger and acquisition strategies, international operations and issues for consolidated groups.

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Raluca Vais-Ottosen, Immigration Attorney, DeWitt Ross & Stevens, S.C.

The U.S. Immigration and Customs Enforcement (ICE) has quadrupled its I-9 Employment Eligibility Verification employer audits since 2017, and the numbers continue to rise. In 2017, ICE issued the highest I-9 penalty against an employer in the entire history of I-9s: $95 million USD. As a result, employers are scrutinizing their employees’ I-9 documents more closely. But too much scrutiny can amount to employment discrimination or unfair documentary practices that could trigger a separate audit from the U.S. Department of Justice, civil litigation or both.

Find out the most common misconceptions regarding the proper handling of the I-9 process and ways to minimize liability in the event of a government audit. Tips on best practices for preparing and retaining I-9 records will also be provided.

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10:55AM TO 11:55AM / Breakout Sessions

Deanna Merryfield, Partner, Baker Tilly

ASC 606 has been effective for all private companies with a year-end subsequent to December 15, 2018. At this point, each company should have completed the initial impact analysis and be recording revenue in accordance with ASC 606. In this session, uncover the common areas of impact by industry, including manufacturing, retail, service and technology, and construction and real estate. Compare these common areas of impact to what your company has identified to help ensure proper interpretation of the new standard.

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Stephen DiTullio, Attorney & Partner, DeWitt Ross & Stevens, S.C.

Legal issues in employment law are regularly changing based on federal and state court decisions, new federal and state statutes and regulations, and enforcement priorities for various federal and state government agencies. This session will provide updates on significant employment law issues that surfaced in 2018 and early 2019, as well as provide a forecast of issues that might be addressed in 2019. The specific issues will be addressed with some practical suggestions for use in the workplace.

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Mark Miller, Vice President of Strategic Accounts, Naviant, Inc.

Ema Roloff, Account Executive, Naviant, Inc.

Your content takes a central role in every part of your business. The proper management of customer and company information is critical, and so is empowering employees to share internally and externally. Chances are employees are using a variety of tools that are hard for IT to manage. It’s critical that you find a platform and tactics that enables your organization with the services that fit your specific needs — including securely sharing and safely collaborating within and outside of your organization. In this session, learn ways to centralize your approach to sharing documents and discuss the different features to look for within a sharing platform.

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Craig Cookle, Partner in Charge of SALT Group, Wipfli LLP

Wayfair has opened the door for states to enact economic nexus, and companies may be incorrectly advised to register and file for sales tax without fully understanding any prior sales tax exposure. On top of that, there are other tax risks — including income tax, franchise tax and some types of gross receipts taxes — to which the company may be exposed. Learn the latest updates and how your business may be impacted by this decision.

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12:55PM TO 1:55PM / Breakout Sessions

Deb Edwards, CFO Advisory Manager, Baker Tilly

Wade Huseth, Partner, Baker Tilly

In most organizations, cash is king. Historical financial statements tell you how much cash you have today, but do you know how much you will have in the future—or how much you’ll need? Finance professionals have a unique opportunity to contribute to the strategic plan of an organization by forecasting its future cash balance based on possible scenarios or alternatives. This information is vital to the planning and timing of events that will shape outcomes. Learn how to perform this valuable role and lead your organization toward its goals.

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Robert Lemke, Principal – HR and Compensation Consulting, Arthur J. Gallagher & Co.

This session will present different perspectives and approaches to adopting a strategy-oriented workforce investment portfolio that strengthens employment brand and maximizes the return on talent investments. Participants will be challenged to evaluate compensation, benefits and other HR programs with the competitive market, employee needs and preferences, future workforce plans and a distinctive employment value proposition. Join this engaging discussion to help build the financial case for HR and talent investments, and discover methods to measure and evaluate returns on an organization’s workforce investment portfolio.

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Val Steed, Shareholder, K2 Enterprises

Most accountants know enough about Excel to get work done, but is there a better way? There are 10 extremely important key features in Excel that every accountant should know. Truth is, most do not know more than a few. Some of these features are new, but most of them have been in Excel for years. This session will cover all 10 critical Excel hints and tips.

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Karen Lobdell, Director - Product Management, LCB, Thomson Reuters

This session will provide an overview of the latest trade actions taken by the Trump administration and their impact on commerce. Other discussion points that will be addressed include free trade agreements, anti-dumping and countervailing trade remedies, Section 232 and Section 301 tariff imposition, and export sanctions.

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2:15PM TO 3:15PM / Breakout Sessions

Val Steed, Shareholder, K2 Enterprises

Google is one of the largest, most widely used and important technology companies on the planet. Its name has become synonymous with search, knowledge and cutting-edge technology. The company has developed and is responsible for a wide range of products that have changed the way we learn, find things in our community and communicate with the world.

G Suite brings together a wide range of communication and business tools under one roof that can be the backbone of an organization's technology infrastructure. Google's tools and services help power the world and can help an organization gain better effectiveness and efficiency over its operations. This session will look at Google’s most useful features, apps and services that could be better utilized by the busy working professional. The session will finish with a top five list of the best-hidden secrets and functionalities of Google's tools. Beginners to advanced users of Google products will leave this session with a much deeper understanding of Google’s services, time-saving tips to use the products more effectively, and practical advice on how to best leverage this incredible technology.

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Peter Frittitta, Director, Client Strategic Services, R&R Insurance Services

David Lancaster, Executive Vice President, Benefits Practice, R&R Insurance Services

This session will provide participants with the latest perspective on health insurance based on recent legislative and regulatory updates. Hear about what has changed and what remains of the Affordable Care Act and where legislation and regulation are headed. Learn more about the health care and insurance industry trends that are driving all of this.

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Benjamin LaFrombois, Attorney, von Briesen & Roper, s.c.

This presentation will discuss real estate trends and updates that all CFOs need to know, such as government incentives that support growth and prevent jobs leaving the state — including tax credits, TIF incentives, the New Market Tax Credit program, Historic Tax Credit program, PACE loans, energy tax credits and municipal support. From there, discussion will turn to focusing on trends in personal property tax, real property tax, sale/leaseback and interest rates in construction financing.

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Steve Boylan, President & CEO, BEACON Business Group

According to the International Business Brokers Association, 7-10 million privately held and family-owned businesses are projected to change hands in the next 5-10 years. As a trusted advisor to your business-owner clients, are you knowledgeable and comfortable knowing where you fit in as a member of their exit strategy team to maximize their financial benefits? This session will walk through the business-selling process, discuss in detail what your role is and dispel myths along the way.

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3:30PM TO 4:30PM / General Session

Aleta Norris, Principal & Co-Founder, Living as a Leader

Every day, employees question the honesty, integrity and trustworthiness of their own leaders. Do you have your house in order? Can your employees feel good about you as their leader and role model? Join this session to explore five core pillars of your personal value system that will affect your employees’ belief in you. Their perceptions can trickle down to affect their engagement, productivity and long-term retention. The choices you make can make a difference.

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4:30PM TO 4:45PM / General Session


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Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.

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