Business & Industry Spring Conference

Business & Industry Spring Conference

Business & Industry Spring Conference


Attend the Business & Industry Spring Conference to hear from prominent leaders and experts about the latest updates, insights and timely issues impacting you, your success, your business and the profession within the dynamic business and industry environment.

With session topics for CEOs, CFOs, controllers, directors, managers, and accounting and human resources staff, this conference will address the economy, accounting and auditing, ethics, technology, tax laws, financial planning, operations, human resources and better ways to manage a changing workplace. Public practitioners are encouraged to attend with industry clients.

For those unable to attend the conference in person, a new option is available! This year’s Business & Industry Spring Conference in Milwaukee on March 17 will be streamed live so you can get the updates and insights you need, including all the general sessions and the most popular breakout sessions! The registration page and more details for attending via WICPA CPD Livestream is available here.

7.2 CPD Credits


Registration is open through 03/17. Register by 03/03 for Early Bird Pricing.

Member Price

$379 / $349 Early-Bird pricing ends on 03/03/2020.

Nonmember Price

$429 / $399 Early-Bird pricing ends on 03/03/2020.

Student Price


Tuesday, March 17

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

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Potawatomi Hotel & Casino

1721 W Canal St
Milwaukee, WI 53233

Map and Directions


Tuesday, Mar 17th

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

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

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

Thomas Toerpe, Senior Vice President, Associated Bank

Covering an update on the US economy with an emphasis on the impact of international trade, global investments and central bank policies.

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

Donald Cotey, President, IT Finity Solutions

Develop a fundamental understanding of artificial intelligence technologies and current use cases across a variety of industries to act and guide organizations through the next wave of business transformation around emerging technologies, including natural language processing to chatbots and advanced analytics, Blockchain, Bitcoin and other cryptocurrencies.

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Sean Burke, Chief Financial Officer, Tall Tree Foods

Katelynn Frederickson, Financial Recruiter, Baker Tilly Search & Staffing

Stephen Heyroth, Chief Accounting Officer, REV Group, Inc.

Ricky Weina, King Juice Company, Inc.

Gain valuable insight from top finance leaders on their paths to success from a panel discussion on career advancement. Panelists will discuss how different aspects of their career paths have led to their current positions, including challenges and barriers, successes, crucial conversations, pivotal moments and the most beneficial skills they’ve learned along the way.   

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Douglas Pessefall, Shareholder, Reinhart Boerner Van Deuren s.c.

This session will look at the multi-state sales tax landscape nearly two years following the Supreme Court’s Wayfair decision and cover state responses to the decision and taxpayers’ strategies for compliance.

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

Mark Eich, Principal - Cybersecurity, CLA

Any organization that stores personal financial information on the network or conducts online cash management is a potential target, including small businesses. New trends in ransomware have shown the ability to cripple entire networks. In addition, payment fraud targeting wire transfers, automatic clearing house payments and credit cards are increasing at an alarming rate. This session will describe the threat landscape, discuss regulatory efforts to address the threat, and provide insight on how business leaders can effectively address this emerging threat.

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Paul Chadwick, CEO & Managing Partner, Organization Analysis & Design

Geared to assist managers and executives, this session will ensure that both current and prospective employees are optimally deployed throughout the organization. By aligning employees’ natural personality traits with the required personality traits for each unique position, organizations will experience a significant increase in operational performance and a dramatic decrease in costly, unwanted turnover.

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Christopher Schreiber, Attorney, von Briesen & Roper, s.c.

Curtis Walther, Attorney, von Briesen & Roper, s.c.

This presentation will generally discuss and explain the differences between hemp, CBD and marijuana; applicable state and federal law (for both legal marijuana and hemp/CBD); and industry-specific business commerce, formation and tax considerations.

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

Daniel Petersen, President, Applied Tech

Learn how documents can be stored in Microsoft cloud services, how Office 365 facilitates online collaboration and sharing of documents, and how document rights management is built into the collaboration and sharing tools to provide advanced security features like encryption, restrictions on forwarding and other important information security functions.

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Gregory Butler, Wipfli LLP

Crystal Christenson, Partner, Wipfli LLP

This session will discuss what taxpayers need to know about the guidance the IRS has issued over the last year on the Tax Cuts & Jobs Act.

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Tal Diekvoss, CEO, Fiduciary Management Group

This presentation will assist in understanding fiduciary responsibilities and discuss important compliance factors regulating employee benefit plans.

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

Larry Fox, Senior Director, Huron Consulting Group

Need a method to forecast for uncertainty? The 13-Week Cash Forecasting Tool used by businesses to manage cash and liquidity is used by healthy businesses and distressed businesses to provide a short-term forecast of cash and other liquidity necessary to run a business.

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Brady Paschke, Senior Associate, CLA

LinkedIn is not just a digital resume. It has become an essential tool to grow your professional brand. Learn how LinkedIn can be used to leverage your professional brand by developing content that encourages engagement to create lasting relationships.

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Daniel Petersen, President, Applied Tech

Microsoft Teams is the collaboration tool that has the fastest adoption rate in the industry. Microsoft Teams, the successor to Microsoft Skype for Business, is a collaboration hub for all Microsoft applications and many other non-Microsoft web applications. See how a team can store and collaborate with team documents while allowing members to communicate with audio and video discussions.

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

Warren Bostrom, Associate Professor of Accounting & Finance, College of Saint Benedict & Saint John's University

This session will focus on real-world ethical cases involving CPAs and business leaders which have been in the news over the past year, with discussion on what we can learn from them. Examples and benefits of ethical leadership will also be provided.

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4:30PM TO 4:35PM / 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.