Business & Industry Spring Conference

Business & Industry Spring Conference

Business & Industry Spring Conference


Attend this year’s Business & Industry Spring Conference for the latest updates and insights on timely issues impacting business and industry, such as compliance efforts for both state and local taxes, the five-step model of revenue recognition, pressing issues involving the economy, the current state of the supply chain, the new lease accounting standard, hot tax practice procedures and ethical issues, and more.

CPAs, CFOs, CEOs, controllers, directors, managers, HR professionals and accounting staff will benefit greatly by attending.

Please Note: The WICPA and the facility hosting this event respectfully request that if you are not fully vaccinated against the COVID-19 virus, that you wear a mask during this event and maintain social distancing guidelines where possible. Livestream is available for this event. If you feel any physical symptoms associated with the COVID-19 virus or its variants prior to the event, please let us know and we will transfer you to the livestream option.

7.2 CPE Credits


Registration is open through 03/16. Register by 03/02 for Early Bird Pricing.

Member Price

$349 / $319 Early-Bird pricing ends on 03/02/2022. / $299 Super Early-Bird pricing ends on 02/16/2022.

Nonmember Price

$449 / $419 Early-Bird pricing ends on 03/02/2022. / $399 Super Early-Bird pricing ends on 02/16/2022.

Student Price


Wednesday, March 16

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

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Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions


Wednesday, Mar 16th

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

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

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

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

Clare Zempel, Principal, Zempel Strategic

Is the economy in a sustainable boom? Will price inflation settle down or will the Federal Reserve need to raise interest rates to subdue it? When will the next bear market in common stocks and recession become serious threats? How will unprecedented federal deficits affect our living standards down the road? What other economic and financial risks and opportunities lie ahead? The focus of this session will be to share what the most reliable indicators are saying and explain what that means for you in 2022 and beyond.

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

Kara Schiller, Technical Assurance & Quality Control Principal, Vrakas CPAs + Advisors

This session is intended to provide you with a basic understanding of the new lease standard, ASC 842, to prepare your organization for the transition to this new guidance. We will cover how to distinguish between the two types of leases under the standard and review the accounting and reporting impacts for both types. We will look at how various lease terms, such as renewal options and escalating rents, impact the accounting for leases under ASC 842. Finally, we will look at the expanded disclosure requirements and discuss the next steps for your organization to be prepared for implementation.

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Todd McMahon, Director of Advancement Analytics, Marquette University

Power BI is a Microsoft application that allows you to connect to data sources, visualize data and discover key insights. During this presentation, you will learn what Power BI is and walk through an example of how to create a report, as well as learn some helpful tips and tricks. People with no or limited experience with Power BI are encouraged to attend this presentation.

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Kelly Renz, CEO, InVantage

We are facing unprecedented employee retention challenges. For every worker, there is an average of three jobs. How will you compete in this war for talent? This session will discuss four real game-changers you can bring to your organization to retain the right people.

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

Doreen Bridges, Vice President, TopLine Results Corporation

Catherine Dean, Managing Director, Clients First Business Solutions

This session will discuss key factors companies should consider when evaluating whether to adopt an integrated system to support the customer journey, including: utilizing marketing platforms to find leads; developing and managing the pipeline with a CRM; creating quotes and fulfilling orders within an ERP; billing for products and services with the ERP; maximizing your reporting and analytics capabilities by integrating them together; and making better investment decisions for driving growth.

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Adam Bazelon, Shareholder, von Briesen & Roper, s.c.

Robert Teuber, Shareholder, von Briesen & Roper, s.c.

This presentation will discuss the current efforts by the Wisconsin Department of Revenue to expand and increase compliance by Wisconsin taxpayers and those required to file Wisconsin tax returns. Additionally, we will address current compliance initiatives as well as legislative and administrative changes aimed at taxpayers, along with discussing the coronavirus pandemic’s impact on commercial property taxes and provide advice on how to obtain assessment reductions.

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

The last two years have changed EVERYTHING! Virtual vs. in-person, communication, vaccine requirements, cost/reimbursement, policies and procedures, talent attraction, our use of technology, the workforce and the workplace. You name it, it is different. During this presentation, we will examine how all of these affect both the employee and the employer, and where we go from here. One thing is for sure, the future workplace is completely different from the past.

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

Mindi Giftos, Attorney, Husch Blackwell LLP

Today, more companies are being targeted for data breaches, phishing attacks, ransomware attacks and other cybersecurity incidents. At the same time, data privacy laws are driving an increase in requirements and consumer expectations. In this session, we will discuss practical ways to best comply with the law and minimize risk. We will also cover regulations you should be aware of, recent trends in cybersecurity attacks, and practical ways to protect your company and constituents.

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Joey Backus, Employee Benefits Consultant, Cottingham & Butler

Taylor Orton, Director of Wisconsin Benefits, Cottingham & Butler

The focus of this session will be the current state of healthcare in the U.S. and stop loss captives. We will discuss the reason small and mid-market employers should consider captives, how they work and which employers are the best fit. Stop loss captives are a way in which employers can buy less insurance, while providing adequate financial protection for the business. Done correctly, the outcome has better financial performance compared to the standard health insurance market.

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Brad Netzel, Partner, Sikich LLP

This session will briefly review the five-step model, explore lessons learned from the implementation and discuss common challenges that caused difficulty with the implementation, as well as discuss some options regarding internal processes to use going forward to continue to comply with this standard.

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

Michael Barrett, Chief Technology Officer, River Run

This presentation is focused on giving firms of all sizes a better understanding of the ever-changing cybersecurity landscape and the regulatory environment.

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Clarene Mitchell, Founder/CEO, TCM Communications LLC

LinkedIn is the No. 1 social media platform for professional and business purposes. During this engaging session, you will learn about the ROI, including from spending strategic time and resources on LinkedIn, how LinkedIn is different from other platforms and an overview of key best practices to generate organic results.

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Diana Barnett, Instructor & Trainer, Waukesha County Technical College

Supply chain management is an integral part of most businesses and is essential to company success. Since the start of the pandemic and into the foreseeable future, the state of supply chain will continue to challenge organizations to meet customer requirements and strategically plan cost effective solutions. Organizations have to become more agile in addressing demands with innovation in transportation methods, leveraging technology, data analysis, and people resources because the rules of the past have changed.

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

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

This presentation will summarize what is now "hot" at the IRS with regard to practice and procedure and ethics issues faced by the industry practitioner. Topics include a circular 230 update, IRS audit initiative update and traps that the industry practitioner must avoid.

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


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