Business & Industry Fall Conference Livestream

Business & Industry Fall Conference Livestream

Business & Industry Fall Conference Livestream


Attend this year’s Business & Industry Fall Conference for the latest updates and insights on timely issues impacting business and industry, such as the prospects and outlook for Wisconsin’s economy, current issues in business ethics, the changing tax landscape, how COVID-19 impacted fraud, the cessation of LIBOR, assessing remote work, safeguarding employee retirement assets, and much more.

CEOs, CFOs, controllers, directors, managers, accounting staff, HR staff and public practitioners with industry clients will all benefit greatly by attending.

Please Note: For the safety of attendees, presenters, staff and vendors, this year’s Business & Industry Fall Conference will be presented online via WICPA CPE Livestream.

8.4 CPE Credits


Registration is open through 09/21.

Member Price


Nonmember Price


Student Price


Tuesday, September 21

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

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Tuesday, Sep 21st

8:00AM TO 8:10AM / General Session

Angela Thomas, Expenditure & Revenue Accounting Section Chief, Wisconsin Department of Natural Resources

8:10AM TO 9:10AM / General Session

John Koskinen, Chief Economist, Wisconsin Department of Revenue

Through tracing the pace of Wisconsin’s economy in the recovery from the COVID-19 contraction, this session will discuss the prospects for the remainder of 2021 and the outlook for 2022, including assessing Wisconsin’s strengths, weaknesses, opportunities and threats as its economy recovers.

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9:20AM TO 10:20AM / General Session

James Ruotolo, Senior Manager: Fraud & Financial Crimes, Grant Thornton LLP

The COVID-19 pandemic changed the way employees work and the way consumers behave. As restrictions are lifted, some procedures will revert to pre-pandemic approaches while others may be changed indefinitely. The modern organization needs to modify their approach to fraud risk management to keep up with the evolving threat landscape.

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10:30AM TO 11:30AM / General Session

James Brandenburg, Tax Partner, Sikich LLP

Brad Hermes, Partner, Sikich LLP

From Paycheck Protection Program Loans to the Employee Retention Credit to the Restaurant Revitalization Grant, recent COVID-19 relief legislation by Congress has resulted in not only unprecedented relief efforts for businesses, but also significant tax changes. This session will address the recent COVID-19 relief legislation and related tax consequences, including guidance offered by the IRS and SBA. We will also discuss the latest legislative efforts on infrastructure from the American Jobs Plan and American Families Plan, including what tax changes may be enacted and potential effective dates for these changes, as well as tax planning ideas and strategies from these changes.

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12:00PM TO 1:00PM / General Session

James Morgan, Vice President of Business Development & Workforce, MRA - The Management Association

Just say the words "remote work" and you’ll get some sort of reaction such as it is a "must have" to attract talent, it will be the death of me, it increases productivity, it decreases productivity, or I have no idea what it has meant to productivity. And, depending on the situation, all of those answers are correct! As an employer, you do have some control of your own destiny.

This session will discuss the key factors employers should be considering when evaluating strategies for finding and retaining talent in the current and future environment of remote work, including the benefits and challenges, dos and don’ts, the vaccine, bringing people back, managing remote workers, security, effect on your talent supply chain, hiring and onboarding, measuring impact and legal ramifications.

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1:10PM TO 2:10PM / General Session

Greg Gavran, Managing Director, Strategic Retirement Partners

Legislation passed in 2019 and beyond and best practice initiatives have often been confused or overlooked due to the pandemic, and many plan sponsors have asked for updates and guidance on what has changed. Cybersecurity has really come to the forefront for plan sponsors who are not aware of what steps they can take to safeguard their employees' retirement assets. The focus of this session will be on helping fiduciaries understand the changes that have occurred in legislation amid the confusion created by COVID-19 lockdowns and ensuing business disruptions, as well as things to consider related to plan design and educational topics in our "new normal."

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2:20PM TO 3:20PM / General Session

Donald Lloyd, Senior Vice President and Manager, Capital Markets, Associated Bank

Four years have gone by since the announcement that LIBOR will be eliminated as a viable index impacting a global range of markets over $350 trillion in size. The Alternative Reference Rates Committee strongly suggested financial institutions to cease booking LIBOR-based loans after June 30, 2021, and zero tolerance after Dec. 31, 2021. By attending this session, you will become current on the market’s transition away from LIBOR, the indices available to replace LIBOR, and the ramifications to the borrowers.

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

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

In this engaging session, you will get the latest insights on business ethics issues, with a focus on learning from real-world ethical violations. This session will discuss the attitudes of others related to ethics and help you understand the laws and rules CPAs must follow as well as the consequences of not doing so.

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4:30PM TO 4:35PM / General Session

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