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Waves of Change
Management Information & Business Show
Wednesday, June 26 & Thursday, June 27, 2013 Suburban Collection Showplace, Novi
Recommended CPE Credit (each day): 8 hours (includes Accounting & Auditing and Ethics)
We track it for you
You can trust in us, MACPA education will qualify for CPE credits. Did you know CPE credit you earn at MACPA events is automatically added to your personal CPE Tracker? MACPA members – access your Tracker anytime www.michcpa.org/MyCPE
Wednesday, June 26 & Thursday, June 27, 2013
Join the MACPA for the largest accounting trade show in Michigan! The conferences are packed full of information on topics including technology, tax, financial planning, ethics and accounting and auditing as well as great food, games and prizes. Don’t miss the opportunity to meet with your colleagues and check out dozens of exhibitors with a focus on CPAs.
Register online Today!
www.michcpa.org/MIS23 or call 1.855.594.4273. For a printable registration form for this conference visit www.michcpa.org/mis23regform. Day One Course Code: MIS2, Day Two Course Code: MIS3
REMEMBER - THE CPE REPORTING DEADLINE IS JUNE 30TH. GET THE DETAILS AT www.michcpa.org/CPErequirements customizable conference
Note: Only 50% of your CPE hours can be earned through self study as indicated by Michigan Administrative Rule 338.5218.
As your benefit of attending a MACPA conference, you are able to customize your experience! Choose your preferred sessions and based off that and the preferences of other registrants, we arrange the schedule so you get the topics most important to you. When registering, please choose fourteen of your preferred choices of breakout sessions (A-ZZ) each day. You will be assigned to eight sessions each day.
event pricing (each Day)
Price with E-materials: $149 MACPA Member/ $249 Non-Member Price with paper materials (same as 2012 conference): $169 MACPA Member / $269 Non-Member Walk-In Registration (paper materials only): $169 MACPA Member / $269 Non-Member Suburban Collection Showplace | 46100 Grand River Avenue, Novi, MI 48374 | Phone: 248.348.5600 Overnight accommodations are available at the Hilton Garden Inn, Novi (248.348.3840).
100% Satisfaction Guarantee
MACPA delivers the highest quality educational experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.
NEW! E-Materials Save You Money!
Because of your overwhelming requests for electronic materials, the MACPA is excited to announce the move to an e-material system which will cut down on our 4 million paper copies per year. This move has an exciting benefit…we can transfer the savings to you! By utilizing e-materials we are able to save you $20 on 2013 conferences and seminars. You can still request paper materials for an additional $20 (Result: In most cases the conference is the same price as the 2012 event!) For more information with instructional videos on how to use e-materials visit www.michcpa.org/ematerials.
E-MATERIAL CANCELLATION POLICY: Refunds or credit will not be given after e-materials have been downloaded and registrant is responsible for full balance of the course and materials.
a t e ri
Management Information & Business Show
Wednesday, June 26 & Thursday, June 27, 2013 | Suburban Collection Showplace, Novi
AGENDA (Each Day)
7:30 AM 8:00 AM 9:00 AM 9:50 AM 10:30 AM 11:30 AM 12:20 PM 1:10 PM 1:50 PM 2:40 PM 2:50 PM 3:50 PM 4:50 PM 5:40 PM Registration & Refreshments Conference Begins with Breakout Sessions Breakout Sessions Refreshments & Visit with Exhibitors Breakout Sessions Breakout Sessions Buffet Lunch Refreshments, Visit with Exhibitors and Prize Drawings Breakout Sessions Afternoon Refreshments Breakout Sessions Breakout Sessions Breakout Sessions Adjournment
EXHIBIT HALL PASS - $10
If you would like to meet with exhibitors and connect with colleagues but don’t need CPE credit, for the FIRST time you can come to the trade show for only $10 a day! You can be a part of the excitement… Visit www.michcpa.org/MIS23 for your 2013 Exhibit Hall Pass!
Sessions of interest
Public Accounting Professionals
• The New COSO Internal Controls Are Coming! • Financial Statement Disclosures & Deficiencies • Shareholder/Operating Agreements and Compensation Matters for CPA Firms • Demonstrating Cost Leadership – It’s Not Just Managing Costs • Office Lease Considerations: Can You Get More for Less? • Understanding the 2013 Health Care Reform Implementation Timeline
Business & Industry Professionals
There’s an ocean of opportunities at this year’s show! Make an investment in yourself and ride the waves of change to stay afloat. Our educational programs give you important information to tackle today’s constantly evolving profession and the exhibitors offer you the solutions you need. This year’s event features: • More than 30 NEW topics to choose from this year • A delicious lunch buffet • Gleaners Community Food Bank will be back again this year – bring your food donation or make a monetary donation onsite for a chance to win a Meijer gift card. Last year, your donations provided 7,048 meals to those in need! • Plenty of time to meet with your peers and exhibitors with a chance to win exciting prizes
Win Big When You Give Back!
Gleaners Community Food Bank helps to fight hunger right here in Southeastern Michigan. The Management Information & Business Show Task Force is pleased to, once again, host a food drive at this year’s Show to help give back to our neighbors. Last year’s donations provided 7,048 meals to those in need. A representative from Gleaners will be present at both days of the Show to accept your nonperishable food items and/or monetary donation. Everyone who donates will be entered in a drawing for a $25 Meijer gift card! “I am proud to be part of a profession that gives so much back. More than7,000 meals provided is remarkable and I hope we can all rally around this great cause again and exceed last year’s donations.” - David Coy, Management Information & Business Show Task Force Chair
CANCELLATION POLICY: If you cannot attend a program for which you are registered, call, fax, e-mail or write the MACPA at once. Cancellations received at least five (5) business days prior to the program date will be eligible for full refund or a credit. Cancellations received less than five (5) business days prior to the program date are subject to the following fees: $50 service charge on 8-hour or longer courses, $20 service charge on half-day events, $15 service charge on 2-hour events and a $10 service charge on 1-hour events. Credit balance(s) maintained with the MACPA as a result of cancellations, that are not used within one (1) year of the cancellation date, will be considered forfeited. Cancellations will not be accepted on or after the program date. Substitutions will be allowed until the start time of the program without penalty. E-MATERIALS CANCELLATION POLICY: Refunds or credit will not be given after e-materials have been downloaded and registrant is responsible for full balance of the course and materials.
Thanks To Our Event Sponsors Also Exhibiting:
MEET WITH EXHIBITORS (Partial Listing) - Exhibit Hall Hours 7:30 am - 1:50 pm daily
MARKETING PRINT MAIL
When registering online, please choose fourteen of your preferred choices of breakout sessions (A-ZZ) each day. You will be assigned to eight sessions each day.
Accounting & Auditing A ] The Practical A&A Update*
Hold on to your seats for this practical update of everything A&A. Find out about the latest FASB guidance, audit issues, private company financial reporting and more. You’ll learn how these changes affect you, your organization and your clients. J. Russell Madray, CPA, CMA, CIA, CFM – President, The Madray Group, Inc., Greenville, SC
Compilation & Review Updates*
Join attendee favorite Russ Madray as he provides the most up-to-date information on the latest and proposed changes to SSARS and compilation and review engagements. A not to be missed session. J. Russell Madray, CPA, CMA, CIA, CFM – President, The Madray Group, Inc., Greenville, SC
SSAE 16 Reports – The New SAS 70*
The world’s transition to a “global economy” and increased reliance on service organizations amplified the need for a more uniform reporting standard. As a result, the Service Organization Control (SOC) framework and SSAE No. 16 standards were developed. What have been some of the implementation issues of this change, and what benefits (or drawbacks) have you experienced because of it? Explore this development and what the changes continue to mean for you, whether you rely on service organizations to process transactions or you utilize the reports as part of your audits. Gregory H. Soule, CPA, CISA, CISSP, CFE – Manager, Andrews Hooper Pavlik PLC, Auburn Hills
XBRL - Uncovering the Mysteries*
eXtensible Business Reporting Language (XBRL) is a global standard that allows business professionals to more seamlessly communicate information. As a global standard [technology] language for the electronic communication of business and financial data, XBRL-formatted documents enable greater efficiency, improved accuracy, comparability, and reliability, as well as cost savings to those involved in supplying and using financial and business [data] information. XBRL has been and is in process of being implemented in over 30 projects across many countries worldwide. Where did XBRL come from, how it can benefit you and your business, and where is it heading in the future? Make sure you understand the importance of XBRL formatted information and its implications. The session utilizes various tools to demonstrate the power of XBRL data and to entertain an open dialogue. Gregg H. Saunders – Lead Taxonomist, XBRL US, Inc., Washington, DC
IT Audits for Financial Statement Auditors*
Instead of evaluating an organization to assure standards are being met, an IT audit measures the management controls within an IT infrastructure. Are you familiar with technological innovation process audits, innovative comparison audits and technological position audits and the processes involved with each one? This session breaks down common questions financial statement auditors may have about IT audits. You don’t want to miss it! Greg Frazier, CPA.CITP – President, Greg Frazier, CPA, PLLC, Detroit
Internal Controls – Where Are They Going & What Does it Mean?*
2013 marks the roll out of the Committee of Sponsoring Organizations of the Treadway Commission (COSO)’s updated internal control framework. This new framework is intended to be a modern and more explicit approach. What are some of the implementation issues with this shift and how can you make the transition as seamless as possible? Join this session to find out! James P. Martin, CMA, CIA, CFE – Managing Director, Cendrowski Corporate Advisors, LLC, Bloomfield Hills
Data Analytics: A Powerful Audit Tool*
Many auditing professionals and teams share a common goal/objective to increase their understanding and use of data analytics as an audit tool. This presentation shows you how to do exactly that. Don Sparks, an expert on this topic, provides an overview of how independent and internal auditors can get from performing ad hoc sampling routines and projects to executing coordinated, repeatable, continuous audit analytics that run automatically as scheduled. Donald E. Sparks, CIA, CISA, CRMA, ARM – Vice President Industry Relations, Audimation Services, Inc., Houston, TX
*Qualifies for Accounting & Auditing CPE hours
^Qualifies for Ethics CPE hours
FIN 48 - State and Local Taxes*
State income taxes can create complex financial accounting issues. Hear how multi-state income taxes, impact your clients’ financial statements through FIN 48, Accounting for Uncertainty in Income Taxes. This session covers the state and local tax impact of FIN 48, including the complexity of state tax laws and the most recent changes and developments in state taxes, such as recent court cases, law changes, apportionment methodologies, economic nexus and other developments impacting FIN 48. This session clears up your questions and confusions on this complex issue! Richard W. Spengler, CPA – Senior Director - Multi State Tax Consulting, BDO USA, LLP, Grand Rapids (June 26th) Ralph R. Ourlian, CPA – Director State & Local Taxes, PricewaterhouseCoopers, LLP, Detroit (June 27th)
Accounting Issues for the Small Nonprofit, Churches, Chambers and Other Things that Go Bump in the Night*
Nonprofit organizations face unique challenges and circumstances when it comes to balancing the books. Small municipalities, religious organizations and other small not-for-profit organizations have even more complications and exceptions. Join this discussion to gain a better understanding of the governance responsibilities and accounting and reporting requirements for these small entities. Laurie L. Horvath, CPA – Director, Not-for-Profit, Baker Tilly Virchow Krause, LLP, Southfield Robert P. Seestadt, CPA – Director of Accounting and Financial Management, Apparatus Solutions, Inc., Detroit
Accounting Issues in Changes of Entity* (June 26th)
If not properly prepared for, problems can arise when transitions occur in an organization. This session is designed to discuss purchase accounting aspects involved during an entity’s shift as well as impairment and accounting issues that may arise. Marc Carlson, CPA – Senior Manager, Ernst & Young, LLP, Detroit Erick W. Marold, CPA – Senior Manager, Ernst & Young, LLP, Detroit
Lease Accounting for Big AND Small Companies* (June 26th)
What changes have taken place that can affect accounting for leases? Join this session to learn more about the lease accounting proposal and the steps companies should be taking now to prepare. This is a must-attend session for anyone in business. Those leases may lead to some surprises! Catherine M. McNamara, CPA, CGMA – Senior Manager, BDO USA, LLP, Troy
Life in the Cloud and Its Effect on Accounting & Auditing* (June 26th)
More and more businesses are dipping their toes into the world of cloud computing. Find out exactly what this entails and if this is the right option for you and your clients by exploring how it can assist you in complying with your accounting, auditing and reporting requirements. Experience what life is like inside the cloud and the benefits – or drawbacks – that come with it. Greg Frazier, CPA.CITP – President, Greg Frazier, CPA, PLLC, Detroit
Demonstrating Cost Leadership – It’s Not Just Managing Costs* (June 26th)
In today’s business environment, it’s not enough to just manage costs. An effective financial executive needs to demonstrate cost leadership by first insuring his or her organization’s cost information is both accurate and relevant and then using that information to 1) formulate an effective business strategy, 2) develop business metrics to insure that strategy is executed, and 3) support the identification and execution of business process improvements. But the gains available through cost leadership initiatives can fail to materialize due to poor planning, ineffective communication, lack of stakeholder buy-in, and unnecessary complexity. Overcoming these obstacles, however, will help an organization survive and grow in an ever more complex and competitive business environment. Douglas T. Hicks – President, D.T. Hicks & Co., Bloomfield Hills
Financial Statement Disclosures and Deficiencies* (June 27th)
This presentation discusses common problems in preparing certain disclosures that have resulted in peer review deficiencies and comments. Common disclosures include related party transactions, pension plans, commitments and contingencies including going concern, fair value including goodwill, subsequent events and taxes. Related sample disclosures are provided. Christopher J. Harper, CPA, MBA – Senior Manager, Hungerford, Aldrin, Nichols & Carter, PC and Visiting Instructor, Grand Valley State University, Grand Rapids
Employee Benefit Plans - What’s New?* (June 27th)
Administration of employee benefit plans requires unique and complex procedures. Hear about Department of Labor (DOL) initiatives, and how they may affect your clients. Learn about errors that the IRS and DOL discover most frequently during their audits. Discuss how to advise your clients on trustee responsibilities and fee disclosure requirements Paul P. Walter, CPA – Managing Partner, Walter Boesky & Associates, PC, Southfield
*Qualifies for Accounting & Auditing CPE hours
^Qualifies for Ethics CPE hours
Sports & Entertainment Accounting* (June 27th)
Jack walks you through the special accounting issues that come up with your sports and entertainment clients. You’ll review and learn how to practically apply the related standards. Jack I. Zwick, CPA – Senior Vice President of Finance, Florida Panthers Hockey Team (NHL) and Managing Member, Zwick & Banyai PLLC, Southfield
ETHics Q ] Conflicts of Interest in Income Tax Matters^
CPAs generally feel that they understand the meaning of conflict of interest, but when asked to define the concept they often become less certain. Conflicts of interest may arise between the CPA and the client, or they may arise as conflicts between clients, making it important to identify potential issues on each engagement at the time it is undertaken. By using case studies, this session walks you through situations that may arise directly related to conflicts of interest in tax practice. Also, review the related sections of the AICPA Code of Professional Conduct and IRS Circular 230. Don’t take that new tax client until you attend this session! Raymond T. Rowe, JD – Attorney, Raymond T. Rowe, PC, Troy (June 26th) John M. Rickel, CPA, JD, CFA – Managing Director, John M. Rickel, CPA, PC, Grosse Pointe Farms (June 27th)
Ethics in the Workplace – Case Studies in Discrimination & Sexual Harassment^
At what point does the “harmless” office banter cross the line? Our expert helps explain what work place discrimination or harassment could look like, what to avoid and what to do about it. Explore possible office scenarios and make sure you and your team understand the written, and unwritten rules to coexisting with coworkers as well as the related ethical rules. Raymond T. Rowe, JD – Attorney, Raymond T. Rowe, PC, Troy (June 26th) Stephen H. Epstein, CPA – Member, MACPA Professional Ethics Task Force (June 27th)
Changes to the AICPA Professional Code of Conduct^
This session helps you identify new and revised requirements to AICPA’s Professional Code of Conduct as well as provides you with the latest exposure drafts and upcoming projects. Also, discuss reasons for the changes as well as any modifications to definitions, interpretations, and rulings. Gary Leeman, CPA/ABV/CFF, CMC – Gary Leeman, CPA, PC, Farmington Hills (June 26th) John M. Rickel, CPA, JD, CFA – Managing Director, John M. Rickel, CPA, PC, Grosse Pointe Farms (June 27th)
The Ethics Thing – Why it Matters More in Difficult Times^
When a firm/company is in a crunch, everyone looks for ways to cut corners – ethics shouldn’t be one of them! Learn how a strong ethics policy can help mitigate the chance for fraud, including goodwill impairment and changing bad debt reserves. Gary Leeman, CPA/ABV/CFF, CMC – Gary Leeman, CPA, PC, Farmington Hills (June 26th) Stephen H. Epstein, CPA – Member, MACPA Professional Ethics Task Force (June 27th)
Financial Planning U ] Improving Participant Results in Participant Directed Retirement Plans
While often sensationalized, the “failure” of the 401(k) can be directly traced to the fact that actuarial, portfolio, governance, and other specialized duties that were fully integrated into defined benefit plans are now the responsibility of employees and HR/benefit staff who are already working a full-time job and often lack the requisite expertise. Learn how to address these defined contribution plan (“401(k)”) shortfalls without burdening the plan with excessive fees or increasing legal liability. Brian S. Lakkides, AIF – Managing Director, Fiduciary Firewall Consulting, Inc., Waterford
Understanding the Types of Retirement Plans for Closely Held Businesses
SEP, Profit Share, Defined Benefit Plan, SIMPLE, 401(k) and Safe Harbor 401(k). Closely held business owners have probably heard these names before but found them to be quite confusing. Not surprising, most business owners have become successful because they have found/created a product, process or solution to solve for an industry. However, when it comes to understanding how to implement a retirement plan for their now thriving business, it can be uncharted territory. The presentation helps you in understanding the different types of plans available to closely held business owners. Louis J. Melone, CFP® – Managing Partner, Budd, Melone & Company, Auburn Hills
W ] Workers’ Compensation - There are Options For You or Your Clients (June 26th)
Today’s workers’ compensation market is changing rapidly, with competitive options for you or your clients becoming harder and harder to find. This session covers some of the various options out there as well as the benefits. We will look at “first dollar traditional insurance” to self-insurance. Finally, we will briefly look at several of the “pro employer” changes to the Workers’ Compensation Act recently signed by Governor Snyder. Steve Flechsig – CEO & Managing Member, Mackinaw Administrators, LLC, Brighton
What Estate Planning & Divorce Look Like in 2013 (June 27th)
Estate planning documents can lead to complicated issues in divorce proceedings. This session will help guide you through estate planning documents such as prenuptials and power of attorney, as well as assist in navigating potential conflicts of interest in the divorce proceedings. Pamela J. Cross, JD – Attorney, Rhoades McKee, PC, Grand Rapids Paul A. McCarthy, JD – Attorney, Rhoades McKee, PC, Grand Rapids
Management Y ] The Tables Are Turned (Flipped Classroom Session) – Profit Sharing & Pension Plans (June 26th)
With an increasing number of baby boomers retiring, employers must find a way to balance keeping current employees happy while still providing valuable plans in order to attract new talent. Join this flipped-classroom session where you already know the material and engage in conversation about navigating the complex world of retirement plans and getting creative. Materials will be e-mailed to you one week prior to the show so you can come prepared for the discussion. Michael W. Freedman, CPC, QPA, QKA – President, Freedman Benefits Group, Bingham Farms Brian S. Herman, CPC, QPA, QKA, ERPA – Vice President, Freedman Benefits Group, Bingham Farms Maureen Oury – Manager, Client Services, Freedman Benefits Group, Bingham Farms
Manufacturing Success, How Mission, Vision, and Core Values Create Profit
Many organizations have a mission and vision statement, while others may even have core values. Do they accurately define the purpose and goals of your company to the extent that they would be apparent to anyone interacting with your organization? Learn what best-in-class organizations have done to not only create mission, vision, and value statements, but more importantly how they have developed a culture that engages employees and positively impacts profits. Todd Lancaster – Acting President & CEO, YourSource Management Group, Inc., Auburn Hills
AA ] Shareholder/Operating Agreements and Compensation Matters for CPA Firms and other Professional Organizations
Professional organizations, including accounting firms, must be vigilant in maintaining and protecting their business practices and successfully and profitability managing their firms. Shareholder agreements, operating agreements and compensation matters may seem intimidating to some, however it is an important part of the maintenance process of such professional organizations. Join this session for tips on the matters that should be addressed in these types of agreements and what steps you should take in putting that plan into action for you and your clients. Daniel M. Israel, JD – Member, Dawda, Mann, Mulcahy & Sadler, PLC, Bloomfield Hills Marc K. Salach, JD – Member, Dawda, Mann, Mulcahy & Sadler, PLC, Bloomfield Hills
BB ] What You Need to Know Before You Let Someone Go
It can be quite evident when an employee is underperforming. What can be less evident are the steps that should be taken before dismissing an employee from their position. Being clear on the procedures that should be in place and the documentation that should be in the file will help protect you and your company from legal issues. Join this session to assure you know what you need before you terminate an employee. Debra M. McCulloch, Esq., JD – Partner, Bush Seyferth & Paige PLLC, Troy
CC ] CPA Marketing Today (June 27th)
Utilizing the latest technologies to reach more qualified prospects to help grow your CPA Firm can be very powerful. Becky shares her vast knowledge of proven modern marketing strategies in this great interactive presentation. Learn easy to execute, affordable Multi-Channel Marketing. All participants will be given a complementary “Allegra Network Vertical Marketing Kit for CPA & Accounting Firms” just for attending. Becky Quinlan – Direct Marketing Manager, Allegra Network, LLC, Plymouth
“There were many good-quality and interesting sessions.”
Need to Know DD ] Understanding the 2013 Health Care Reform Implementation Timeline
The new health care reform is rolling out and it’s time for you to prepare for the requirements! Don’t accrue any unnecessary taxes or penalties; stay current with the latest rules and regulations. Join Robert and Anthony as they walk you through the implementation timeline and discuss what cost effective health care options are available. What you do in 2013 will affect implementation of the Reform in 2014. Anthony Fracchia – Partner, Altruis Benefit Consulting, Bingham Farms Robert Fracchia – Partner, Altruis Benefit Consulting, Bingham Farms
EE ] Updates for the Curious Accounting Professional
CPAs possess unique professional responsibilities to not only serve clients, but to stay current on the constantly evolving world of technology, workforce issues, globalization and more. This session assures you have the most upto-date information on the key forces driving change for the MACPA profession. Also learn about the Chartered Global Management Accountant (CGMA) designation which recognizes accountants who play a role in guiding business decisions for companies and organizations. Clar Rosso – Member Learning & Competency, American Institute of Certified Public Accountants, Durham, NC Judith R. Trepeck, CPA, CGMA – Chief Operating Officer, Michigan Association of CPAs, Troy
FF ] Office Lease Considerations: Can You Get More for Less?
Is your office lease due for renewal? Do not sign anything until you attend this critical session! With the commercial real estate market in its current state now is the time to renegotiate. You must be adequately prepared to deal with your existing landlord. Sam Munaco not only helps your clients, but helps you as well. Whether you are looking to expand your space, downsize or get a break on your lease payments, learn the tips and traps in negotiating your lease arrangements and find out when it is better to bring in the experts to handle it for you. You leave this session with specific strategies that landlords do not like to discuss and a new way to assist your clients as well. Sam Munaco, JD, LLM in Taxation – President, Advocate Commercial Real Estate Advisors, Southfield
GG ] Structuring a Cross-Border Merger & Acquisition (Double Session) (June 26th)
So you’re planning on combining a U.S.-based company with Mexican, Canadian or European operations, but are you informed on the complicated issues that may arise? Join Scott Eisenberg as he discusses problems you need to anticipate, taxable stock transactions and the appropriate elections that need to be made. Speakers to be announced
HH ] Pricing the Deal – Manufacturing & Servicing Industry Case Study (Double Session) (June 26th)
Come explore real-life scenarios that demonstrate effective ways of dissecting a transaction and analyzing costs involved. This expert panel explores current industry “sell” parameters, valuation trends and multiples of earning. Bring your questions to this exciting session. Speakers to be announced
Family Matters – Transitioning the Family Business (June 27th)
By their very nature, family businesses can involve a great deal of emotional attachment by all parties involved. When a principal owner retires, should they keep the business in the family or sell it? Get insights into the discussions and plans that answer these questions as well as strategies to successfully transition the family business. Gary W. Nustad, CLF® – Director of Strategic Development, Michigan Financial Companies, Sterling Heights
JJ] What’s My Practice Worth? (June 27th)
How is value determined? How can the value be improved? Trent Holmes will answer these questions and more! Identify the top components that determine the value of a practice and how to receive the maximum value of the firm. This is a must attend session for anyone thinking of selling their practice! Trent Holmes – Owner/Partner, Accounting Practice Sales, Dallas, TX
Taxation KK] Partnership Distributions and Disguised Sales
Join in to discuss the tax consequences of non-liquidating distributions from an LLC taxed as a partnership. You will also discuss carve outs to the non-recognition rules such as the disguised sales rules. Gary Schwarcz, JD, LLM – Attorney, Couzens, Lansky, Fealk, Ellis, Roeder & Lazar, PC, Farmington Hills
LL ] Legislation Update & Taxpayer Considerations
The ever popular Leon LaBrecque keeps you informed on the latest happenings in Washington. This federal legislation update fills you in on the details you may have missed regarding the fiscal cliff, debt ceiling, and other important legislative matters that could affect you and your business. Leon C. LaBrecque, CPA, JD, CFA, CFP – Managing Partner-Registered Investment Advisor, LJPR, LLC, Troy
MM ] Are Your Clients Ready for the Medicare Surtax?
A 3.8% Medicare surtax on certain types of income took effect in January, but it’s not too late for you to help your clients structure their investments accordingly. Join in as our experts walk you through the different strategies that respond to the surtax to fit your various clients’ needs. You’ll also find out who this affects most and who it doesn’t. Ivan H. Golden, JD – Associate, Schiff Hardin, LLP, Chicago, IL Robert R. Pluth Jr., JD – Partner, Schiff Hardin, LLP, Chicago, IL
NN] MEDC Programs & Services to Assist You and Your Clients
The Michigan Economic Development Corporation (MEDC) is dedicated to helping grow Michigan businesses, with the help of other Michigan businesses. Stay current on all the opportunities this initiative provides for both you and your clients. Receive updates on the Pure Michigan Business Connect and other programs that assist companies in finding new ways to increase capital. Trace L. Cooley – Pure Michigan Business Connect Services Manager, Michigan Economic Development Corporation, Lansing
OO ] Updates on Michigan Taxes (June 26th)
In January 2012, the repeal of the Michigan Business Tax (MBT) and the implementation of the Michigan Corporate Income Tax (CIT) raised many questions for taxpayers. With the ability to now reflect over the year, what are the outcomes due to this change? Join this session for an analysis of the outcomes as well as updates on the increasingly complicated area of sales and use tax. Sam Hodges, CPA, CGMA – Managing Member, Sam Hodges & Associates, LLC, Southfield
PP ] Looking Forward – Property Tax Updates (June 27th)
The phase out of the personal property tax for most businesses begins in 2014; there are many changes on the horizon. Manufacturers who rely on capital investments in tools and other equipment are especially pleased with the prospect, but what does it mean for you and your clients? This discussion addresses some of the problems and concerns that may arise during the transition period as well as other property tax updates. Robert F. Fuchs, CPA – Senior Managing Consultant/Principal, Paradigm Tax Group, Brighton
Technology QQ ] Payment Applications – Security and Data Fundamentals
IT security is gaining more and more attention in the press. Clients and customers expect their information to be secure, however few organizations validate where they stand from a security perspective. All participants benefit from this fascinating mix of easy to understand IT security and overview of the requirements for payment card industry compliance. Learn about: Testing methods for identifying vulnerabilities in networks and web applications; Payment Card Industry Data Security Standards (PCI-DSS) as the information security standard for companies that deal with cardholder information; best approaches to handling PCI-DSS data to mitigate cost exposure, and; how to determine the level of necessary compliance an organization must meet. Adam Goslin – COO, High Bit Security, LLC, Rochester
RR ] Implementation of ERP Systems
Enterprise resource planning (ERP) systems integrate external and internal management information across an organization. Ken Jacobsen teaches you how to evaluate what ERP system is best for you and your company and how to plan for the implementation and integration of the new system. Cover topics such as implementation costs and the questions you will want to be sure to ask. Ken Jacobsen – Director of Sales & Marketing, The TM Group Inc., Farmington Hills
SS ] Malware, Viruses and Hackers… Oh My!
With the world – and our businesses! – becoming so dependent on cloud technology, it can be terrifying to think all our work could be erased with the click of a button. Nowadays no computer is safe from the attacks of malware or viruses. Learn how to best protect your system from malicious hackers by attending this session that will teach you how to best build a virtual “wall” around your most prized, virtual possessions! Robert A. Listerman, CPA, CITRMS – President, Business Technology Resources, LLC, Kennett Square, PA
TT ] Tools from Thomson Reuters to Help Advise Your Clients
Get an overview of the latest products from Thomson Reuters, which features a bevy of tools for CPAs and other practitioners. Discuss how the changes help you and your clients work together better. Speakers to be announced
UU ] Today’s Virtual Office: Best Practices for Cutting the Cord (June 26th)
With the prevalence of smartphones, tablets, and Internet access from anywhere, mobile technology is quickly changing how we operate and interact with each other. What does the mobile revolution mean for your firm? When you combine automated processes with the convenience and security of the cloud and mobile devices, your firm can gain tremendous time savings and greater profit potential. And, there are a variety of timesaving tools that can help you take advantage of mobile conveniences while maintaining tight security on client data. Discuss some of the technology that helps your firm cut the cord and have your office anywhere/anytime. Speakers to be announced
VV ] Drake Software Updates for You and Your Clients (June 26th)
Discuss the latest edition of Drake Software and how this version helps you streamline your work process. A must attend session before your next tax season. Chip Godwin – Drake Software, Franklin, NC Angelia S. McGarry, CPA – Partner, Carolan & McGarry, CPA, PC, Okemos
WW ] What New Technology Means for You (June 26th)
With technology changing, upgrading and re-inventing at the speed of light, it can be easy to feel left in the dark. Join John for an exciting discussion on the latest mobile devices, tablets, apps and how to apply them to the work that you do. What are the positives and negatives to these new devices, and how do you utilize all this information? You don’t want to miss this! John H. Higgins, CPA.CITP – Strategic Advisor, CPA Crossings, LLC, Rochester
XX ] Client Portals (June 27th)
It seems everyone in the accounting industry has been talking about client portals. What are some of the benefits and drawbacks? Join experts as they discuss modern portal- and file-share systems including how to get clients to adapt to your system. Come and learn to determine if client portals are right for you and your firm. John Barnes - Product Manager – Workflow Solutions, CCH, a part of Wolters Kluwer Additional speakers to be announced
YY ] 2013 Upgrades for Windows and Office Users (June 27th)
System upgrades are supposed to make our lives easier in the long-run, but adapting to a new operating system can make the short-term seem difficult! This informative session will walk you through the new features for programs you use every day such as Windows, Office 365 and Office 2013. Learn how to utilize these upgrades to allow you to work more efficiently! John D. Anderson, CPA.CITP, CIA, MSA – Founder & CEO, 7th Rule Accounting, PC, Ann Arbor
ZZ] CCH Solutions (June 27th)
Hear about the latest CCH has to offer…everything from research to workflow will be discussed. The tax and accounting solutions can help revolutionize the way you do business with your clients. James H. Campbell, Jr., CPA – Owner, NUMBERS, Royal Oak Jerry Connor – Senior Manager, Product Management & Design, CCH Tax & Accounting North America
A special thank you to the Management Information & Business Show Task Force that helped plan this event.
David G. Coy – Chair Patrick R. Willis – Vice Chair Grant B. Alberts Modou Ceesay Donna M. Dean Lynda S. Flood Eleanor Fradis Ralph H. Gurganus Lori B. Kerch Robert A. Listerman Jesse I. Lothamer LaVonda G. Ramey Raymond T. Rowe Edwin A. Schulz Gary Schwarcz David A. Swistock John C. Zerbo
5480 Corporate Drive, Suite 200 | Troy, MI 48098 248.267.3700 | Toll Free in Michigan: 855.594.4273
Management Information & Business Show
Wednesday , June 26 & Thursday, June 27, 2013 Suburban Collection Showplace, Novi
Register online Today!
Non-member Conference Cost with e-materials
(pricing each day)
with paper materials
(same as 2012 conference)
member cost with e-materials
with paper materials
(same as 2012 conference)
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