Business & Industry Spring Conference

Business & Industry Spring Conference

Business & Industry Spring Conference

Overview

Your Source For Key Updates & Insights on Timely Issues

Attend this year's Business & Industry Spring Conference to hear from prominent leaders and experts about the latest updates and insights on the economy, tax law changes, employee retention, Excel, SECURE 2.0 provisions, defending against cyberattacks, avoiding fraud, and more.

Audience

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

Overnight Accommodations

A block of rooms has been reserved at the Hilton Garden Inn in Brookfield (next to the Brookfield Conference Center) for the night of Wednesday, March 20, with a room rate of $129 (plus tax). To reserve a room in the block, please call 877-782-9444 and mention you are attending the WICPA event by Feb. 20.

Online Option

For those unable to attend the conference in person, another option is available! This year's Business & Industry Spring Conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here.

Registration Changes

We are excited to provide the convenience of offering both in-person and livestream options for attending our conferences. However, if a registrant wishes to change from in-person to livestream attendance 14 days or less prior to a conference, the WICPA CPE Department must be contacted to make the change and a $25 fee will apply. For Cancellation Policy details, please see the registration form or visit wicpa.org/CPE.

7.2 CPE Credits

Registration

Registration is open through 03/21. Register by 03/07 for Early Bird Pricing.

Member Price

$359 / $329 Early-Bird pricing ends on 03/07/2024.

Nonmember Price

$459 / $429 Early-Bird pricing ends on 03/07/2024.

Student Price

$30

Thursday, March 21

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

Agenda

Thursday, Mar 21st

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

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

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

Brian Kleist, Principal, CliftonLarsonAllen Wealth Advisors, LLC

This year's opening session will provide key insights you can use to grow and protect your business and your family. Discussion will include views across economy, industry, policy and markets and how people may be impacted in 2024 and beyond. Planning ideas individuals are taking advantage of in the marketplace will also be shared.

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

Tina Palmgren, The Wizard of Automation, Exceling Your Business, LLC

Elevate your skills by bridging the gap between raw data and strategic insights. Attend this session for a dynamic learning experience where you'll gain mastery in leveraging Excel as a powerful tool as you uncover advanced techniques, streamline data analysis and enhance your ability to make informed decisions.

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Ryan Festerling, President & CEO, QPS Employment Group

This session will discuss the labor market today, trends and what companies can do to recruit and retain their best employees.

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10:55AM TO 11:55AM / General Session

Jodie Beining, Tax Managing Director, BDO USA, LLP

Every business activity has a tax consequence whether it be positive, negative or neutral. This session will discuss recent tax law changes and potential changes that will impact business decisions.

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

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

This session will review the SECURE 2.0 provisions affecting the retirement plan landscape. With over 90 provisions in the act, we will cover the most impactful provisions that plan sponsors should be focusing on this year, particularly since there is a mix of mandatory and optional provisions. You will leave with information and knowledge on how to leverage the new provisions to help reduce administrative hassle, provide employees with financial support and encourage positive savings behaviors.

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Joseph Burkard, Director, Security Program & Strategy, Protiviti Inc.

In today's interconnected digital landscape, cyberattacks pose a significant threat to individuals and organizations alike. This session will delve into the pivotal role that each person plays in defending against these evolving threats as it explores the responsibilities, awareness and proactive measures individuals can take to bolster cybersecurity defenses, contributing to a more resilient and secure digital environment for all.

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2:15PM TO 3:15PM / General Session

Dave Molenda, Owner, Positive Polarity, LLC

Think of your last call with a customer, what percentage of the time were you speaking versus listening? Then, dig deeper and consider if you were really listening or simply hearing. In this interactive session, you will learn eight tips to improve your listening skills. Then, test yourself and find out how good your listening skills really are!

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

Kathy Enstrom, Director of Investigations, Moore Tax Law Group LLC

Staying independent within the accounting and financial community is extremely important in today's financial environment. People around you may want to push across a line that could result in you aiding or assisting in potential fraudulent acts. Being too agreeable in a request could result in either losing your license, getting involved in a civil audit or becoming a target of a criminal investigation. This session will discuss cautionary tales where lines were crossed and provide guidance on how to maintain objectivity and independence.

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

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