2025 Accounting & Auditing Conference: Afternoon Sessions
Presenters
Richard Krueger,
Principal, National Assurance,
CLA
Michael Goller,
Shareholder & Tax Department Chair,
Reinhart Boerner Van Deuren s.c.
Jason Glisczynski,
CEO, Principal Advisor,
Silvertree, LLC.
Shelly Dretzka,
Owner,
AHRrow
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.
