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2025 Accounting & Auditing Conference: Afternoon Sessions

Available Until

Online

4.60 Credits

Member Price $199.00

Non-Member Price $249.00

Overview

Sessions covered in this On-Demand replay of the Accounting & Auditing Conference:

Why CPAs Lose Clients to Financial Advisors & How to Prevent It
Consumers today are seeking proactivity, not just compliance. While the CPA is often viewed as the most trusted advisor, that paradigm is shifting to financial advisors. Consumers want more sophisticated strategies, a proactive approach, and a plan that connects all the dots between tax, legal, investments, risk management, and family governance. This session will provide you with actionable items to help you increase collaboration with other professionals, achieve better outcomes for clients, and improve retention and business development

AI & Excel: Practical Tools & Insights for Accountants
AI-focused headlines are everywhere, but what does it really mean for the work of accountants today? This session will cut through the hype and focus on what matters most. You will learn how AI and Excel can work together to save time, reduce errors, and uncover insights without adding complexity. With real-world examples and easy-to-use tips, you will walk away ready to put these tools to work in your own practice.

The Onboarding Experience: Making a Lasting Impression
In this interactive session, you will learn and share best practices for developing or refining an impactful onboarding experience. Using practical insights, relevant statistics, and a focus on balancing a positive new hire experience with internal efficiency, you will participate in a hands-on exercise and leave with a takeaway document that incorporates your organization's core values.

Hot Tax Practice & Procedure & Ethics Issues & Their Impact on the Practitioner
This engaging session will include a discussion on timely tax and ethics issues that every tax practitioner should know. You will learn about the latest "hot" IRS practice and procedure and ethics issues, along with the blunders and mistakes practitioners should avoid. This session is particularly relevant, given the recent changes at the IRS and the Wisconsin Department of Revenue. 

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

Jason Glisczynski, CEO, Principal Advisor, Silvertree, LLC.

Jason Glisczynski, CPWA®, CFP®, is the Co-Founder and Managing Partner of Silvertree, a private wealth advisory firm focused on delivering clarity, confidence, and tax-efficient strategies to executives and business owners in manufacturing. With over two decades of experience across financial planning, tax mitigation, and strategic advisory, Jason specializes in helping senior financial leaders—particularly in manufacturing and professional services—solve complex challenges that go beyond the numbers. A Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™, Jason brings a systems-oriented approach to scaling operations, managing team capacity, and improving profitability within finance departments and advisory teams. He is a recognized speaker for WICPA and a frequent contributor to thought leadership publications on leadership burnout, tax strategy, and organizational efficiency. Jason also serves on multiple nonprofit finance committees and draws from his own experience as a high-net-worth individual and business owner to offer actionable insight. His mission is simple: to help professionals move from overworked and reactive to empowered and strategic—without sacrificing wellbeing, growth, or integrity.

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Michael Goller, Shareholder & Tax Department Chair, Reinhart Boerner Van Deuren s.c.

Michael Goller is a shareholder in Reinhart’s Corporate and Tax Departments, where he served as Tax Department Chair for more than 10 years. He leverages his more than three decades of experience, accounting degree and strong relationships within the IRS and various State Departments of Revenue to be an especially effective lawyer. He assists clients with federal and state tax controversy, tax litigation and tax planning.

Michael’s clients vary from large public corporations to mid-sized, private businesses. He’s a self-described “tax geek who litigates,” pairing his outgoing personality with extensive, detailed knowledge and a dedicated work ethic. He represents clients involved in complex disputes with the IRS, the U.S. Department of Justice and various other authorities and has an impressive track record of favorable settlements.

He is the co-author of Federal Tax Practice and Procedure (CCH). Michael enjoys sharing his expertise through writing and speaking engagements on a variety of tax controversy, litigation and planning topics. He is a longtime faculty member at the University of Wisconsin-Milwaukee’s Lubar School of Business and teaches Tax Practice and Procedure in the Graduate Tax Program.

Outside the office, he enjoys cooking haute cuisine, having taken cooking classes in both Italy and France. In fact, over the years, Michael has raised significant funds for a variety of charities by auctioning his services as a chef. He spends time with his wife and daughter, plays golf and loves to travel.

Practices

Tax | Litigation | Corporate Law

Services

Federal Tax Controversy and Litigation | Federal Tax Planning | State and Local Tax (SALT) | Trust, Estate and Fiduciary Litigation | Tax-Exempt Organization

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Richard Krueger, Principal, National Assurance, CLA

Overview Rick serves as CLA’s Managing Principal of Transformation, where he leads the firm’s enterprise-wide strategy to evolve how services are delivered. His work focuses on aligning people, processes, and technology to create valuable and innovative client experiences, all anchored in our promise to know and help our clients. By advancing AI adoption, workflow automation, digital platforms, data strategy, and operational excellence, CLA ensures these capabilities translate into value for our clients including personalized insights, fast and transparent delivery, and a consistent and proactive experience for clients. With a background in assurance and consulting, Rick brings a practical, service-driven perspective to transformation.

Education Bachelor of Business Administration, Accounting, University of Wisconsin Whitewater

In the community Board Member at CLA Foundation

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Shelly Dretzka, Owner, AHRrow

After 25 years on the “inside” of HR—navigating everything from high-stakes employee relations to building performance cultures—I took the leap during the pandemic to launch aHRrow, a people-first HR consulting firm for small businesses with less than 100 employees. Bringing multiple decades of HR experience, positivity, and energy, I partner with leaders who are ready to grow, delegate, or simply step away from daily HR headaches. At aHRrow, we specialize in streamlining all things HR, from resolving employee conflicts and shaping talent strategies to building practical, results-driven performance frameworks. Our collaborative and proactive approach ensures your company’s culture, priorities, compliance and budget stay at the forefront—so your HR works for you, not the other way around. In the free time I’ve created for myself through entrepreneurial spirit and an empty nest, I enjoy spending time with my husband, two adult sons, daughter-in-law, and friends— usually outdoors at our cabin in Black River Falls, fishing, kayaking, UTVing, or out on the golf course working on my consistently inconsistent game.

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Non-Member Price $249.00

Member Price $199.00