REV UP FOR THIS YEAR’S CPAS IN INDUSTRY SPRING CONFERENCE!
SESSIONS SURE TO FINE-TUNE YOUR BUSINESS ENGINE!
TUESDAY, MARCH 18, 2014
COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
TUESDAY, MARCH 18, 2014
COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
THE ULTIMATE PIT STOP
FOR CPAS IN INDUSTRY! As a CPA in industry, you have to constantly shift gears as you take on the variety of responsibilities and challenges you face each day. The key to completing another lap is to stay fueled with the right balance between topics, speakers and networking. You won’t have to worry about qualifying when you attend this year, so drop the hammer and get to the 2014 WICPA CPAs in Industry Spring Conference on March 18!
You’ll find yourself in Victory Lane with all the tools, tips And information as you dial in at this ultimate pit stop!
TUESDAY, MARCH 18, 2014 | COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
CONFERENCE-AT-A-GLANCE 7 – 8 a.m.
Registration & Networking
8 – 8:15 a.m.
Welcome & Opening Remarks
8:15 – 9:30 a.m.
General Session 2014 – 2015 Economic & Market Outlook
9:30 – 9:50 a.m.
Networking & Meet Sponsors
9:50 – 10:50 a.m.
Concurrent Sessions • Update on Health Care Reform • A Wisconsin Tax Update With Midwest Flavor • Final Repair & Maintenance Regulations: New Rules, New Opportunities • Excel’s Best Features for Industry Accountants
10:50 – 11:10 a.m.
Networking & Meet Sponsors
11:10 a.m. – 12:10 p.m. General Session Crucial Conversations
12:10 – 1 p.m.
Networking Lunch
1 – 2 p.m.
Concurrent Sessions • WorkCompforLife • AICPA’s Financial Reporting Framework for Small & Medium-Sized Entities (FRF for SMEs) • Cloud Document Management 101 • The Power of the Behavior-Based Interview!
2 – 2:20 P.m.
Networking & Meet Sponsors
2:20 – 3:20 p.m.
Concurrent Sessions • Recognizing & Avoiding Common Human Resources Mistakes & Traps • Winning the Due Diligence Mergers & Acquisitions Challenge for Buyers & Sellers • Excel’s PowerPivot & Power View: A Dynamic Duo! • Creating a 5S Culture in the Workplace
3:20 – 3:30 P.m.
Networking & Meet Sponsors
3:30 – 4:30 p.m. General Session ComedySportz
4:30 P.m.
Closing Remarks & Raffle Drawings
TUESDAY, MARCH 18, 2014
7 – 8 a.m. Registration & Networking 8 – 8:15 a.m. Welcome & Opening Remarks Robert A. Gruber, Ph.D., CPA, CGMA, WICPA Board Chair and Accounting Professor & MPA Coordinator, UW-Whitewater Michelle Hicks-Tobias, CPA, WICPA Conference Planning Task Force Chair and President & CEO, MHT CPA Solutions
A Wisconsin Tax Update With Midwest Flavor Steve Koritzinski, CPA, Director, State & Local Tax, Grant Thornton LLP Attend this session for the latest information on Wisconsin tax updates and a sampling of tax updates for neighboring Midwestern states.
Final Repair & Maintenance Regulations: New Rules, New Opportunities Wendy Landrum, CPA, MST, Partner, Baker Tilly Virchow Krause, LLP
8:15 – 9:30 a.m. GENERAL SESSION 2014–2015 Economic & Market Outlook Sandy Lincoln, Chief Market Strategist, BMO Asset Management U.S. Positive global trends have been overshadowed by negative headline news. This presentation will look at challenges and positive trends emerging around the globe and discuss what they mean for investors. The success certain regions such as the U.S., Europe, China and emerging market countries have in overcoming their challenges will set the course for global growth. After walking through some assumptions and associated risks for global growth, considerations for investors in their portfolio positioning in order to capitalize on the positives and hedge the negatives will be discussed.
On Sept. 13, 2013, the IRS and Treasury Department released final regulations providing guidance regarding the deduction and capitalization of expenditures related to tangible property. The final regulations will affect all taxpayers that acquire, produce or improve tangible property. This session will discuss the new rules, as well as practical considerations and planning opportunities for your company, including: • Changes to the capitalization standards. • Extension of the routine maintenance safe harbor for buildings. • Revised and simplified de minimis safe harbor. • New safe harbor for small taxpayers. • Proposed partial dispositions regulations.
Excel’s Best Features for Industry Accountants 9:30 – 9:50 a.m. Networking & Meet Sponsors 9:50 – 10:50 a.m. CONCURRENT SESSIONS Update on Health Care Reform Terri Lillesand, CPA, Shareholder, Schenck SC This session will focus on a variety of topics for both small and large employers, including: • Understanding the importance of the individual subsidies by purchasing health insurance through the insurance marketplace. • IRS guidance issued in the last six months that impacts health care reform, including but not limited to the employer and individual mandates, and the 3.8% Net Investment Income Tax. • Information reporting requirements that start January 2016. • A quick review of the individual mandate penalty.
Will Fleenor, Ph.D., CPA, Shareholder, K2 Enterprises Accounting and financial professionals use Excel on a daily basis to analyze data and create reports. In this session, you will enhance your efficiency and effectiveness as you learn five of Excel’s best formatting tips, how to format data based on specific conditions and the advantages of working with tables.
10:50 – 11:10 a.m.
Networking & Meet Sponsors
SESSIONS SURE TO FINE-TUNE YOUR BUSINESS ENGINE!
11:10 a.m. – 12:10 p.m. GENERAL SESSION Crucial Conversations Patrice McGuire, Senior Consultant & Master Trainer, Michael Quinlan, Inc. When it comes to crucial conversations, we have three choices: (1) we have the conversation and it goes well; (2) we attempt the conversation and it doesn’t go well; or (3) we avoid the conversation and hope that the problem just goes away. Did you know 70% of the population avoids the conversation? What are the consequences in your organization when crucial conversations are not taking place? This session will provide tools to help you handle crucial conversations more productively, and results and relationships can be impacted in a more positive manner.
12:10 – 1 p.m. Networking Lunch
Cloud Document Management 101 Will Fleenor, Ph.D., CPA, Shareholder, K2 Enterprises The objective remains the same: safe, reliable document storage with all information accurately indexed and easily accessible. However, the introduction of managing documents in the cloud has brought to the table a new ballgame with new rules. As with anything new, there are questions that need to be answered prior to moving forward. Before committing to the cloud, the key questions you should be asking are: • What are the issues? • What differentiates alternatives? • What do I need to know about security? • What are the applicable laws and regulations? Attend this session to get the answers to these questions and more, including a discussion on possible long-term management issues that may arise down the road.
The Power of the Behavior-Based Interview! 1 – 2 p.m. CONCURRENT SESSIONS WorkCompforLife David Lancaster, CEBS, CLU, Vice President, Benefits Practice, Paul Lessila, CPA, Account Executive, R&R Insurance Services, Inc. Dubbed “WorkCompforLife,” this presentation will cover three combined topics, including health care reform, the impact on wellness and work comp strategies as they relate to federal changes.
Carver Smith, CPA, Partner, Baker Tilly Search & Staffing, LLC Most professionals conduct interviews, but few have ever been trained in how to do it! In this introductory session, learn the fundamentals of behavior-based interviewing and how they can help you be a more confident interviewer – whether it’s with a possible new hire or an internal or external client.
2 – 2:20 p.m. Networking & Meet Sponsors
AICPA’s Financial Reporting Framework for Small & Medium-Sized Entities (FRF for SMEs) Karen Kerber, CPA, CITP, CGMA, Shareholder, KerberRose SC The accounting world is becoming more complex with new rules developed for publicly held companies. These new rules put a time-consuming and costly burden on private companies. However, a new accounting framework is now available for Main Street businesses that do not need GAAP-based reporting. This presentation will cover the specifics of the AICPA’s FRF for SMEs, including why it was developed, who it is for, and what its key principles and accounting requirements are. In addition, the session will address the benefits of the new framework and the many tools that are available to help implement the FRF for SMEs.
REGISTER BY TUESDAY, MARCH 4 AND
SAVE $30 WWW.WICPA.ORG/CONFERENCES
TUESDAY, MARCH 18, 2014
AGENDA
CONTINUED
2:20 – 3:20 p.m. CONCURRENT SESSIONS Recognizing & Avoiding Common Human Resources Mistakes & Traps Mitchell Quick, J.D., Partner, Michael Best & Friedrich LLP This session will discuss strategies you can use to avoid and reduce potential legal liabilities for common legal mistakes and traps CFOs and HR managers confront when dealing with difficult personnel situations. These include terminations, disability accommodation issues, wage laws, personnel file requests and administering statutory leaves.
Winning the Due Diligence Mergers & Acquisitions Challenge for Buyers & Sellers Scott Miller, CPA/ABV, PFS, CVA, President, Enterprise Services, Inc. The sale of a business is often the marquee event in an entrepreneur’s or business owner’s career. As the seller, this is the one thing that you cannot afford to fumble. For the buyer, it is your money and the expenditure must be carefully monitored. Attend this session to hear time-tested strategies that lead to successful outcomes.
Excel’s PowerPivot & Power View: A Dynamic Duo! Will Fleenor, Ph.D., CPA, Shareholder, K2 Enterprises Two new Excel features – PowerPivot and Power View – provide unparalleled options for analyzing data and preparing interactive reports. With PowerPivot, you can make your PivotTables even more potent, while Power View offers visualization techniques to enhance the appearance of your reports. Attend this practical session to learn how you can put the power of both of these amazing tools to use immediately, which is sure to help you improve your analytical and reporting processes.
Creating a 5S Culture in the Workplace Jim Sabinash, HR Generalist, Magnetek, Inc. Today’s workplace requires organization and efficiencies to keep up with daily demands to continue process improvement and quality. Fostering an environment that promotes this type of culture is essential to being successful. This presentation will focus on the application of each of the 5S steps: Sort, Set, Shine, Standardize and Sustain, as well as how to get started, and how to achieve the Sustain stage. Examples of challenges and stories of success will be used to demonstrate this transformation.
3:20 – 3:30 p.m. Networking & meet sponsors 3:30 – 4:30 p.m. GENERAL SESSION ComedySportz ComedySportz Milwaukee End your day with a new brand of entertainment like you’ve never seen before! Sure to be the most fun you’ve had sitting down, this all-improv, interactive session presented by ComedySportz Milwaukee is something you definitely won’t want to miss!
4:30 p.m. Closing Remarks & Raffle Drawings Michelle Hicks-Tobias, CPA, WICPA Conference Planning Task Force Chair and President & CEO, MHT CPA Solutions
Don’t miss your chance
to win up to $250!
The Payroll Company 6405 Century Ave. Middleton, WI 53562 www.payrollcompany.biz
As a thank you for supporting our sponsors and exhibitors,
each attendee who visits every exhibit and turns in his or her tour card by 2:20 p.m. on Friday will be entered in the drawings at the end of the conference for
$250, $100 and $50 Visa Gift Cards!
Spectrum Investment Advisors 6329 W. Mequon Road Mequon, WI 53092
The Payroll Company, founded in 1998, is an independent payroll provider headquartered in Middleton, Wisconsin. In addition to outsourced payroll and tax filing services, TPC proudly offers an integrated 401(k), automated timekeeping, and online HRIS that includes check stubs/W-2s, applicant tracking and HR consulting services.
www.spectruminvestor.com
Schneider Wealth Management Group of Wells Fargo Advisors
UPS
20800 Swenson Drive, Suite 200 Waukesha, WI 53186
www.savewithups.com/wicpa
www.home.wellsfargoadvisors.com/kenneth.schneider
Financial advisors Ken and Jim Schneider focus on retirement plans and work extensively with CPAs, individual investors, attorneys and business owners on wealth management, investment planning and estate strategies. We are affinity partners with the WICPA and periodically offer free CE programs. We are happy to have consultations with no cost or obligations. Wells Fargo Advisors, LLC, Member SIPC.
Spectrum Investment Advisors is a registered investment adviser specializing in assisting plan sponsors monitor and evaluate investments in retirement plans. Our primary customer base includes plan sponsors within professional associations, financial institutions, law firms and manufacturing corporations.
12400 W. Bluemound Road Elm Grove, WI 53122 UPS is pleased to help WICPA members save up to 30% on shipping with special services and discounts. We put the power of logistics to work for you every day by providing speed, outstanding reliability and technology tools so you can focus on your business — not your shipping.
West Bend 1900 S. 18th Ave. West Bend, WI 53095 www.thesilverlining.com
SEE ALL OF THE EXCLUSIVE DISCOUNTS AVAILABLE TO WICPA MEMBERS AT
www.wicpa.org/marketplace
West Bend provides property and casualty insurance products throughout the Midwest. West Bend’s Association Plus program packages a variety of personal insurance coverage, including the Home and Highway program. West Bend not only saves you money, it offers you cash back, too! With the Claim Free Award, you’ll get 5% of your annual premium returned to you in cash. WICPA members receive an additional 10% discount on the annual premium.
Applied Tech
BMO Harris Bank, NA
203 S. Paterson St., Suite 500 Madison, WI 53703 www.appliedtech.us
770 N. Water St. Milwaukee, WI 53202 www.bmoharris.com
Applied Tech is a Microsoft Gold Midmarket solution provider that specializes in the selection & implementation of all IT infrastructure needs, including desktop support, Windows Server, Exchange, SQL, SBS, as well as Dynamics CRM, SharePoint and others.
BMO Harris Bank is one of the largest banks in the Midwest, and provides personal, business and commercial clients with banking, lending, investing and wealth management solutions. Our experienced commercial banking team provides a combination of sector expertise, local knowledge and mid-market focus throughout the U.S. BMO Harris Bank is part of BMO Financial Group, a North American financial organization with approximately $537B in total assets.
We have expertise in multiple vertical industries such as financial, legal, manufacturing, construction, government agencies, nonprofit organizations and trade associations. Applied Tech has three Wisconsin locations and is ranked as one of the top 120 IT support providers in the Nation by MSPMentor.
Baker Tilly Virchow Krause, LLP
777 E. Wisconsin Ave., 32nd Floor Milwaukee, WI 53202 www.bakertilly.com Baker Tilly is a full-service accounting and advisory firm with specialized professionals who connect with you and your business through refreshing candor and clear industry insight. Founded in 1931, we have become the second largest firm in the Great Lakes Region according to Accounting Today’s 2013 Top 100 Firms and one of the 20 largest accounting and advisory firms in the U.S.
Experis Finance
100 Manpower Place, 4th Floor Milwaukee, WI 53212 www.experis.us/clients/finance.htm
At Experis Finance, we’ve built a reputation for results-driven project solutions, professional resourcing and experienced talent that can create a lasting competitive advantage and increase the bottom line. With a deep understanding of your industry, processes and business issues, we bring solutions and talent together to take on your finance and accounting, risk advisory, and tax challenges. We help you capitalize on new opportunities to drive performance, cut costs, manage risk and increase revenue.
North Shore Bank
We have achieved dynamic growth while maintaining a commitment to our core values and local communities. Our Valued Business Advisor approach balances solid financial know-how with a talent for innovation and creativity, while striving to develop and nurture relationships with our clients.
15700 W. Bluemound Road Brookfield, WI 53005 www.northshorebank.com
Becker Professional Education
Kforce Inc.
3005 Highland Parkway Downers Grove, IL 60515 www.becker.com
135 S. 84th St., Suite 205 Milwaukee, WI 53214 www.kforce.com
For more than a half-century, Becker Professional Education, a part of DeVry Inc. (NYSE: DV) has been the global leader in CPA Exam review. Nearly half a million professionals have advanced their accounting, finance and project management careers through its CPA Exam review, PMP® Exam review, continuing professional education and Association of Certified Chartered Accountants (ACCA) qualification courses.
Kforce (NASDAQ: KFRC) is a professional staffing and solutions firm. We provide flexible and permanent staffing solutions in the specialty areas of technology, finance and accounting, and health information management.
Becker has earned a strong track record of student success through world-class teaching, curriculum and learning tools that enable its students to develop the knowledge and performance skills necessary to stay ahead in an ever-changing business world.
North Shore Bank has built a reputation of being a strong and solid bank. With our wide range of credit and business products, we have been servicing local businesses and communities for more than 90 years and offer solutions to fit every need.
Kforce is the fifth largest finance and accounting staffing firm in the U.S. We provide professionals for transactional, e.g., accounts payable and receivable, collections and payroll, operational, e.g., budgeting, general ledger and audit, and strategic, e.g., financial planning and risk management needs. We also provide specialty banking, loan and title services, insurance, call center and professional administrative resources.
Couldn’t attend a conference? Or did attend but didn’t get to a certain session?
No worries! With WICPA On-Demand CPE you can now virtually attend the most popular conference sessions at your convenience! Benefits of WICPA On-Demand CPE include: • Watch anytime, anywhere with an Internet connection. • Follow along with speakers as their PowerPoint slides automatically transition side-by-side with the video. • Download a PDF of the slides for easy referencing later. Visit www.wicpa.org/On-Demand for a complete listing and register now for as low as $25 per webinar!
TUESDAY, MARCH 18, 2014
COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
CONFERENCE DETAILS Who Should Attend
Conference Materials
Professionals who need to stay informed with the newest regulatory developments and latest updates about the economy and market outlook, tax laws, health care reform, human resources, management and technology. CPAs, CFOs, CEOs, controllers, managers and human resource and accounting staff will benefit greatly from attending. Public practitioners are encouraged to attend with their industry clients.
The WICPA provides electronic conference materials included with your registration. Materials will be distributed as a PDF via email containing an electronic link to download them. This email will be sent approximately seven days prior to the conference. It is your responsibility to maintain a current email address with the WICPA. If you do not have an email address or do not wish to provide one, you may purchase a hard copy of the materials up to seven days prior to the conference for an additional $20.
Conference Location
If you choose to purchase a hard copy of the materials, it will be available for pickup at the registration table. Walk-in registrants and those registering between one and seven days prior to the conference will be sent an electronic link by default. Extra hard copies of the materials are not guaranteed to be available on-site. In addition, Internet access is not guaranteed to be available on-site. Please download your materials prior to the conference.
Country Springs Hotel & Conference Center 2810 Golf Road Pewaukee, WI 53072 262-547-0201 or 800-247-6640
Educational Credits 8 CPE credit hours
Early Bird Registration $289 member | $339 nonmember
After Tuesday, March 4 $319 member | $369 nonmember
Cancellation Policy To receive a full refund, the WICPA CPE Department must receive a request to cancel or transfer to a different program at least 14 days prior to the presentation date. Cancellations or program transfer requests received less than 14 days prior to the presentation date will be subject to a cancellation fee of 50% of the full registration fee. No refund or transfer requests will be granted for cancellations on the day of, or subsequent to the day of the presentation, or if you have downloaded any electronic materials that have been provided for the program from which you are cancelling.
Ways to Register Online: www.wicpa.org/conferences Phone: 262-785-0445 Fax: 262-785-0838 Mail:
235 N. Executive Drive, Suite 200 Brookfield, WI 53005
SAVE
$30
WHEN YOU REGISTER BY TUESDAY, MARCH 4! WWW.WICPA.ORG/CONFERENCES
TUESDAY, MARCH 18, 2014 | COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
Registration Form CONTACT INFORMATION: Name ____________________________________________ WICPA ID #_________________________________ Firm/Company_______________________________________________________________________________ Address ___________________________________________________________________________________ City______________________________________________ State__________ Zip________________________ Phone (______)____________________________________ Fax (______)______________________________ Email_____________________________________________________________________________________ *Email address required for registration confirmation and electronic materials.
ARE YOU: o o o o
SESSION CHOICES: Please indicate the concurrent sessions you plan to attend.
A WICPA member A CPA nonmember Working toward CPA Not a CPA
PLEASE CHECK IF YOU: o H ave a special requirement/food allergy o Prefer a vegetarian meal o P refer printed materials (additional $20) o Will use a laptop/tablet device EARLY BIRD REGISTRATION: $289 member | $339 nonmember AFTER TUESDAY, MARCH 4: $319 member | $369 nonmember
o Update on Health Care Reform o A Wisconsin Tax Update With Midwest Flavor o Final Repair & Maintenance Regulations: New Rules, New Opportunities o Excel’s Best Features for Industry Accountants o WorkCompforLife o AICPA’s Financial Reporting Framework for Small & Medium-Sized Entities (FRF for SMEs) o Cloud Document Management 101 o The Power of the Behavior-Based Interview! o Recognizing & Avoiding Common Human Resources Mistakes & Traps o Winning the Due Diligence Mergers & Acquisitions Challenge for Buyers & Sellers o Excel’s PowerPivot & Power View: A Dynamic Duo! o Creating a 5S Culture in the Workplace
PAYMENT METHOD: Credit Card: o MasterCard o Visa
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WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
235 N. Executive Drive | Suite 200 | Brookfield, WI 53005 | 262-785-0445 | 800-772-6939
WWW.WICPA.ORG/CONFERENCES
BY TUESDAY, MARCH 4!
WHEN YOU REGISTER
$30
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2 35 N. Executive Drive, Suite 200 Brookfield, WI 53005
MILWAUKEE, WI PERMIT NO. 5845
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