2025 Business & Industry Fall Conference: Morning Sessions
Available Until
Online
3.40 Credits
Member Price $169.00
Non-Member Price $219.00
Overview
Sessions covered in this On-Demand replay of the Business & Industry Fall Conference:
Demystifying AI for Organizational Results
Step into the future of work and leadership with this dynamic session that will simplify the complexities of AI and its transformative power for business. This session will cover the latest breakthroughs, actionable strategies and best practices for leaders and workers to harness AI effectively to help you drive innovation, efficiency and growth in your organization.
Cybersecurity From the Trenches to the Board Room
Cybersecurity is a topic that can consume a 15-week, multi-credit graduate-level course. This session will dial the topic down from 15 weeks to an exciting and interesting hour of the latest trends and news from the "trenches" of professional services, specifically addressing what keeps CEOs and board members awake at night as we all fight the current cyber battle and look to defend against emerging AI threats.
Tax Update: Key Legislative Developments & Planning Implications
As the details of a new federal tax bill begin to emerge, accountants need to be prepared for the practical implications of what could be the most sweeping changes in recent years. As the expiration of key provisions from the Tax Cuts and Jobs Act approaches, finalized legislation - or a near-final version - is expected to impact individuals, businesses and estate planning strategies heading into 2026.
This session will provide a detailed overview of the latest tax policy developments, including finalized provisions or negotiated compromises in the proposed legislation. Topics include changes to business deductions, pass-through taxation, energy-related incentives, and estate and gift tax thresholds. It will also explore how these changes may affect year-end planning strategies and outline the broader implications for advisory and compliance work as accountants help clients adapt to a changing tax environment.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Leader(s):
Leader Bios
Craig Maternowski, Principal, SVA Certified Public Accountants
Craig is a Principal with SVA Certified Public Accountants and works closely with business owners and their management teams to advise them on accounting and tax issues. His experience gives him the ability to consult with clients in a variety of areas such as entity selection, tax credits, savings opportunities, compliance with federal and state regulations, and general accounting issues. He has extensive experience preparing financial statements, communicating results with clients.
Craig also works with high wealth individuals in federal and state compliance, tax research, proactive tax planning and tax saving strategies.
Craig is a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and the American Institute of Certified Public Accountants (AICPA).
Daniel Glomski, Principal, SVA Certified Public Accountants
Dan is a Principal with SVA Certified Public Accountants, specializing in tax strategy and consulting for closely held businesses and their owners. He works closely with clients to navigate complex tax laws and optimize both individual and corporate tax positions. By aligning tax strategies with each client’s long-term financial goals, Dan helps protect assets, reduce liabilities, and improve after-tax profitability.
Dan’s areas of expertise include corporate and individual taxation, tax planning for mergers and acquisitions, succession and exit planning, and transaction structuring. He regularly advises clients on minimizing tax exposure during ownership transitions and business sales or acquisitions.
In addition to his tax expertise, Dan is highly experienced in valuations and litigation support, particularly in cases involving shareholder disputes, divorce, and economic damages. He brings a deep understanding of financial reporting, taxes, and business value enhancement, often helping clients identify key value drivers and develop strategies to strengthen them.
Dan holds his master of taxation degree and valuation credentials from both the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA). He is a member of the AICPA, the Wisconsin Institute of Certified Public Accountants (WICPA), and currently serves as Treasurer on the Wisconsin Board of Governors for Midwest Business Brokers and Intermediaries (MBBI).
Eric Trost, Principal, SVA Certified Public Accountants
Eric is Tax Principal at SVA Certified Public Eric is the President of SVA Certified Public Accountants and one of SVA’s tax experts. His vast experience and technical knowledge in tax compliance, research, and planning have given him the opportunity to work in a variety of tax areas and industries.
Eric assists corporations and partnerships with tax savings through his extensive knowledge of transaction structuring, tax credits and accounting methods. He works closely with businesses to plan their cash flow for tax liabilities through quarterly estimate planning.
Eric is a leader of real estate services within the firm, working extensively with landlords, property managers, brokers, fix and flippers, and hard money lenders. To maximize family wealth, Eric also focuses his attention on succession planning, including gift and multi-state tax issues.
Eric is a member of the Wisconsin Institute of Certified Public Accountants (WICPA).
William Caraher, CIO & Director of Operations, von Briesen & Roper, s.c.
Bill Caraher has over 20 years of technology and management experience spanning multiple industries, including investment banking and professional services. He is the CIO and Director of Operations for the law firm of von Briesen & Roper, s.c. Bill is responsible for the firm’s nine offices in three states, including all IT functions, cybersecurity, billing & collections, conflicts & new business intake as well as back office operations. He is passionate about technology, especially in the areas of Cybersecurity, Business/IT Alignment, Emerging Tech and Community Outreach.
Bill earned his MBA degree from Marquette University and a Bachelor’s of Science from DePaul University. He holds a CISSP certification for cybersecurity from ISC2. He is an Adjunct Professor for Marquette University’s College of Business and serves as a board member and Advisory Board Chair for a local non-profit, i.c. Stars, Milwaukee.
Non-Member Price $219.00
Member Price $169.00