Monday, June 19

8:00 am - 9:55 am

A. Ethics: The Role of You - Jeremy Wortman (2 Ethics CPE)

10:10 am - 11:00 am

B1. Becoming a Great Predictor: Create Better Forecasts - Brian Maturi
B2. HR and Employment Updates - Larry Morgan
B3. Privacy Issues and Solutions - Tommy Stephens
B4. Building Effective Leaders - Jeremy Wortman*

11:10 am - 12:00 pm

C1. Communicating Financial Information to Non-Accountants - Brian Maturi
C2. Changing Benefits for a Changing Workforce - Larry Morgan
C3. Fraud Stories: Lessons Learned - Tommy Stephens
C4. Ethical Leadership Through Emotional Intelligence - Jeremy Wortman* (1 Ethics CPE)

1:00 pm - 2:15 pm

D1. Commodity and Interest Rate Risks: Manage the Unmanageable - Brian Maturi
D2. Managing the Remote Workforce - Larry Morgan
D3. Best Kept Secrets of Microsoft 365 - Tommy Stephens
D4. ESOPs - Bart McIlonie*

2:25 pm - 3:40 pm

E1. Best Practices EVA/RCE: Metrics to Gauge Real Performance - Brian Maturi
E2. Legislative Update for 2023 - Andrea Pfennig & Sherre Sattler
E3. Excel's Best New Features - Tommy Stephens
E4. Mobile and Remote Device Security - Wes Henry*

3:55 pm - 4:45 pm

F. Economic Update - Chris Kuehl

Tuesday, June 20

8:00 am - 9:15 am

G. Amplifi: Identify and Magnify Your Defining Features - David Rendall

9:25 am - 10:40 am

H1. UPDATE Exploring the A-B-C-D of the Digital Age and Their Impact on Accounting - Donny Shimamoto
H2. The Four Factors of Effective Leadership - David Rendall
H3. Ten "Must Know" Features in Excel - Tommy Stephens
H4. Get a Grip On Your Business- Patrick Metzger*

10:55 am - 11:45 am

I1. UPDATE Accounting Transformation & AI Risks – Donny Shimamoto

I2. How ESG Creates Opportunities for CPAs - Leah Donti

I3. Six Essential Teams Features - Tommy Stephens

I4. What to do When the IRS Comes to Collect - Michael Raum*

1:00 pm - 2:15 pm

J1. UPDATE Using Technology to Enhance Employee Engagement in a Hybrid Work Environment – Donny Shimamoto
J2. How to Improve Working Relationships When Working with Multiple Generations - Leah Donti
J3. Artificial Intelligence for Accounting and Financial Professionals - Tommy Stephens
J4. Sourcing for Sales and Income Tax: Trends, Similarities, & Differences - Kyle Brehm*

2:25 pm - 3:40 pm

K1. UPDATE How Automation & AI are Enhancing Management Accountants – Donny Shimamoto
K2. FASB Update: What's Effective in 2023? - Leah Donti
K3. Tech Update 2023 - Tommy Stephens
K4. Distribution Options for Workplace Transitions - Jason Bedford*

3:55 pm - 4:45 pm

L. How to Reach the Summit - Jon Michael Ogletree

*UPDATE - Please note that the original instructor for these sessions had a personal emergency. We tried to replace with similar topics when possible.

Details

CPE: 16 hours available
Includes 2 Ethics Hours

Hotel:
Holiday Inn - Fargo
3803 13th Avenue South
Fargo, ND 58103
701-282-2700
*Ask about the North Dakota CPA Management Conference*

Fees: Add $50 after May 31
$450 Member ($550 Nonmember)
$400 One Day Member ($500 One Day Nonmember)
$430 Group Discount

Group Discount is available for groups of 10 or more from the same company. Participants can be any combo of in-person and/or virtual.

Cancellation and Refunds: Full refund if received 10 working days prior to conference. A $50 admin fee is charged if canceling less than 10 working days before conference. No refunds after June 16. Exceptions considered on a case by case basis.