Coming Soon CPAS IN INDUSTRY FALL CONFERENCE TUESDAY, SEPTEMBER 23, 2014 COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
What past attendees are saying…
“ From the speakers to the topics to the food and beverages, it’s always a great experience.” “ Great forum. I enjoy attending both the Spring and Fall conferences every year.”
“I can use information from each of the sessions – all pertinent to my business.” “The speakers were great, the topics were highly relevant, and a perfect mix between technical and soft skills.”
“Excellent conference as always! Worth every penny!”
CPAS IN INDUSTRY FALL CONFERENCE TUESDAY, SEPTEMBER 23, 2014 COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
8:15 –- 9:15 a.m
H Economic Update 9:35 - 10:35 a.m. H Accounting Update HR educe the Time You Spend Updating Your Excel Spreadsheets by 80% H The World of Assessments 10:55 - 1 1:55 a.m. HA View From the Marble Big Top: A Bipartisan Panel Speaks Out – What Happened & Where We Are Headed 12:45 - 1:45 p.m. H Business Intelligence HP roductivity Gains Through Unified Communications: Saving Time With Microsoft Lync HR ecent Labor & Employment Law Developments Affecting Business H Health Care Reform: Latest Developments 2:05 - 3:05 p.m. H Financial Services Discussion Group H Health Care Discussion Group H Manufacturing Discussion Group 3:15 - 4:30 p.m. H Tips & Tricks in Excel 2010 & 2013
THE FOLLOWING CONFERENCE HAS BEEN APPROVED FOR
CPAS IN INDUSTRY
BY THE WISCONSIN INSTITUTE OF CPAS
THE EVENT ADVERTISED HAS BEEN RATED
IN D U S T RY CPA AUDI E N CE S CPAS A LL C PAS AD M I T T ED
www.wicpa.org
CPAS IN INDUSTRY FALL CONFERENCE TUESDAY, SEPTEMBER 23, 2014 COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
Who Should Attend Professionals who need to stay informed with the newest regulatory developments, latest updates and industry-specific expertise about the economy and market outlook, political landscape, 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 also encouraged to attend with their industry clients.
Conference Materials The WICPA provides electronic materials included with registration that will be distributed via email containing a link to download them. This email will be sent approximately seven days prior to the conference. Attendees may purchase a hard copy up to seven days prior to the conference that will be available for pickup at the registration table. Walk-in registrants and those registering less than seven days prior to the conference will receive electronic materials by default. Extra hardcopies are not guaranteed to be available on-site. In addition, on-site Internet access cannot be guaranteed so please download any materials prior to the conference.
AGENDA
10:55 - 1 1:55 a.m. GENERAL SESSION
TUESDAY, SEPTEMBER 23, 2014 7 - 8 a.m. Registration & Networking
Reduce the Time You Spend Updating Your Excel Spreadsheets by 80% Maurice McDavid, Channel Sales Manager, BizNet
A View From the Marble Big Top: A Bipartisan Panel Speaks Out – What Happened & Where We Are Headed Rep. Peter Barca
(D-Kenosha; Assembly Minority Leader)
Sen. Paul Farrow
(R-Waukesha; Senate Leadership Positions)
8 - 8:15 a.m.
Software, Inc.
Sen. Chris Larson
Welcome & Opening Remarks
Learn how BizNet Software’s BizInsight Excel Suite can enable you to create live drag-and-drop Excel reports within minutes. Convert your existing Excel spreadsheets into connected information you can trust to make informed and timely business decisions. Create live financial statements, top customer reports, vendor spend analysis and more, all within the tool you use every day, Microsoft Excel.
Rep. Robin Vos
Jean M. Hansen, CPA, MBA, CGMA, WICPA Board Chair and Vice President of Finance, Manitowoc Tool & Machining LLC Ryan J. Hanson, CPA, WICPA Conference Planning Task Force Chair and Financial Accounting Manager, MGIC Investment Corporation
8:15 - 9:15 a.m. GENERAL SESSION
Economic Update
Jim Glassman, Ph.D., Managing Director & Head Economist, JPMorgan Chase & Co.
The opening session will offer a timely analysis of current economic conditions, identify emerging market trends, and offer insights to help you better understand how recent changes in the economy will impact business.
9:15 - 9:35 a.m. Networking Break
9:35 - 10:35 a.m. CONCURRENT SESSIONS
Accounting Update
John Benedetti, CA, CPA, Director,
The World of Assessments
Tracey Racette Fritcher, HCS, Director, Human Capital Services Consulting, Baker Tilly Virchow Krause, LLP
The challenge to find and hire great people has always existed and is now, more than ever, critical to business success. A mistake in hiring can cost a company hundreds of thousands of actual dollars, as well as lost productivity, damage to teams and the company brand. Attend this session to learn about the various assessments that can serve as data points in making a great hiring decision, and get answers to questions about how you can incorporate them into your hiring processes.
(D-Milwaukee; Senate Minority Leader) (R-Berlin; Assembly Speaker)
(Moderator) M. Alice O’Connor
Principal, Constituency Services, Inc.
In 1919, Max Weber, a German political economist wrote, “Politicians need three essential qualities to change minds: passion, judgment and responsibility. Passion provides energy to keep moving and overcome obstacles; judgment helps politicians understand how lives will be affected; and responsibility drives politicians’ desires to serve a wider community and consider the interests of others.” Be ready to listen and learn how this diverse panel of lawmakers from both houses and different backgrounds helped shape policy during the 2013–2014 session, and where they plan to focus their energy in 2015.
1 1:55 a.m. - 12:45 p.m. Networking Lunch
12:45 - 1:45 p.m. 10:35 - 10:55 a.m.
CONCURRENT SESSIONS
Networking Break
Business Intelligence
Transaction Services, PwC Marco Noetzli, CPA, Director, Capital Markets & Accounting Advisory, PwC
This presentation will provide updates through a discussion of the hot topics and trending issues currently happening in accounting and financial reporting.
CPAS IN INDUSTRY FALL CONFERENCE TUESDAY, SEPTEMBER 23, 2014 COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
Michael Nottoli, Partner, Accounting Information Solutions, Ltd.
Nimble organizations understand that financial analysis often occurs too late! Business intelligence (BI) is all about gaining insight into past, current and future business activities. Attend this session to learn how companies are using BI to make more intelligent business decisions through real-time reporting, analytical alerts, data mining and key performance indicators.
Productivity Gains Through Unified Communications: Saving Time With Microsoft Lync Tom Traband, Training Manager, Applied Tech
By the end of this session, you’ll understand the benefits of unified communications (UC), arguably the most powerful IT game-changer of recent years, and Microsoft’s UC entry, Lync. Rather than recounting a bland list of features, this session will show you the core Lync technologies in action, working in conjunction to solve real-world productivity challenges, such as: • Finding the people you need, and seeing which of them are available right now. • Using the best mode of communication for the situation, and changing modes “on the fly” as the situation changes, all from one place. • Effortlessly capturing conversation and meeting content for review and reuse. • Being available and productive even when away from your desk. You’ll also have the opportunity to get answers about your own real-world concerns, and suggestions on how you can put these tools to use right away.
Health Care Reform: Latest Developments
Gerald W. Frye, CLU, ChFC, RHU, REBC, CASL,
President & Owner, The Benefit Services Group, Inc. Terri M. Lillesand, CPA, Shareholder, Schenck SC
This session will provide insights on the latest developments in health care reform by covering pressing topics such as: • What companies are doing to deal with employer mandates. • The mandates by year and what they mean. • Creative strategies employers can use to control health care costs. • What employers need to know about health conditions and surcharges. • The status of public and private exchanges.
1:45 - 2:05 p.m. Networking Break
2:05 - 3:05 p.m. CONCURRENT SESSIONS
Financial Services Discussion Group
Lisa Long, CPA, Asset Management Tax Director, PwC
Health Care Discussion Group Heather Nemitz, CPA, Senior Manager,
3:05 - 3:15 p.m. Networking Break
3:15 - 4:30 p.m. GENERAL SESSION
Tips & Tricks in Excel 2010 & 2013
Cindy Prindle, Training & Professional Development Manager, Hawkins Ash CPAs
This session will highlight several tips and tricks for Excel 2010 along with new ones for Excel 2013. Key features applying to both versions of Excel include: • Conditional Formatting based upon IF functions. • Using the Data Table feature to set up a single formula or function to display all possibilities. • Creating multiple “what if” scenarios with the Scenario Manager. • Using the Goal Seek tool if you know the desired result that you are trying to obtain in a formula. Some of the new features in Excel 2013 that will be demonstrated include Flash Fill, Quick Analysis, Recommended PivotTables, Recommended Charts and Quick Chart Elements.
Deloitte & Touche LLP
Recent Labor & Employment Law Developments Affecting Business John J. Kalter, J.D., Partner, Sorrentino Burkert Risch Kalter Law Group LLC
The legal landscape involving labor and employment law continues to see significant, and often counterintuitive, activity. This session will provide business leaders with the state of the law affecting corporate workforces. Among other topics, this presentation will highlight the activist agendas of federal government agencies such as the National Labor Relations Board, the Equal Employment Opportunity Commission and the Occupational Safety and Health Administration. In addition, the presentation will examine new laws and regulations affecting the employer/employee relationship and new court cases involving labor, employment and the workplace.
Manufacturing Discussion Group Anthony J. Berndt, CPA, MST, PFS, Partner,
Baker Tilly Virchow Krause, LLP Brian D. Quandt, CPA, Partner, Baker Tilly Virchow Krause, LLP
4:30 p.m. Closing Remarks & Raffle Drawings
Ryan J. Hanson, CPA, WICPA Conference Planning Task Force Chair and Financial Accounting Manager, MGIC Investment Corporation
Choose from a financial services, health care or manufacturing discussion group session to gain insight from industry veterans who will share their own perspectives and experiences on recent trends, the regulatory environment and what keeps them up at night. You’ll also have the opportunity to interact with them by asking them your own questions and sharing your industry experiences.
A View From the Marble Big Top: A Bipartisan Panel Speaks
Rep. Peter Barca D-Kenosha
Sen. Paul Farrow R-Waukesha
Sen. Chris Larson D-Milwaukee
Rep. Robin Vos R-Berlin
Be ready to listen and learn how this diverse panel of lawmakers from both houses and different backgrounds helped shape policy during the 2013–2014 session, and where they plan to focus their energy in 2015.
Affinity Partner THE PAYROLL COMPANY 6405 Century Ave., Middleton, WI 53562 www.payrollcompany.biz
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 Who Should Attend that includes check stubs/W-2s, applicant tracking and HR consulting services.
Gold Sponsors
770 N. Water St. Milwaukee, WI 53202 www.bmoharris.com
100 Manpower Place, 4th Floor Milwaukee, WI 53212 www.experis.us/clients/finance.htm
15700 W. Bluemound Road Brookfield, WI 53005 www.northshorebank.com
100 E. Wisconsin Ave. Milwaukee, WI 53202 www.pwc.com
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 $537 billion in total assets.
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 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.
PwC is one of the world’s pre-eminent professional services organisations. As professional advisers, we help our clients solve complex business problems and aim to enhance their ability to build value, manage risk and improve performance. As business advisors, we play a significant role in the operation of the world’s capital markets. We take pride in the fact that our services add value by helping to improve transparency, trust and consistency of business processes.
Silver Sponsors
3005 Highland Parkway Downers Grove, IL 60515 www.becker.com/cpa-review
14755 Preston Road Dallas, TX 75254 www.biznetsoftware.com
135 S. 84th St. Milwaukee, WI 53214 www.kforce.com
P.O. Box 1739 Appleton, WI 54912 www.schencksc.com
Becker Professional Education has been the global leader in CPA review for over 50 years. With a focus on delivering the most current content tested and software functionality that mirrors the exam in every way, Becker has helped nearly half a million candidates successfully pass the CPA Exam, more than any other review provider. In fact, students who prepare with Becker pass at double the rate of non-Becker candidates.
BizNet Software is an award-winning company and market leader for Microsoft Excel in-memory, cloud-enabled reporting and business intelligence. BizNet is endorsed by more than 200 partners, 15 software publishers, and currently has more than 20,000 users in 2,100 companies in 30 different countries.
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.
Schenck is a full-service regional accounting and consulting firm. The firm has more than 500 employees who serve clients through eight locations in Wisconsin. As one of the largest CPA firms in the United States, Schenck provides a full range of services including accounting and audit, tax, business consulting, human resources consulting, information technology, merger and acquisition, retirement planning, investment and payroll solutions for businesses, governments, nonprofits and individuals.
Kforce is the fifth largest finance and accounting staffing firm in the U.S. We provide professionals for transactional, operational and strategic needs, as well as specialty banking, loan and title services, insurance, call center and professional administrative resources.
CPAS IN INDUSTRY FALL CONFERENCE
WAYS TO REGISTER Online: wicpa.org/conferences Phone: 262-785-0445 Fax: 262-785-0838 Mail: W233N2080 Ridgeview Parkway, Suite 201 Waukesha, WI 53188
TUESDAY, SEPTEMBER 23, 2014 COUNTRY SPRINGS HOTEL & CONFERENCE CENTER
registration form CONFERENCE LOCATION Country Springs Hotel & Conference Center 2810 Golf Road, Pewaukee 262-547-0201 or 800-247-6640
CONTACT INFORMATION: Name ____________________________________________ WICPA ID #_________________________________ Firm/Company_______________________________________________________________________________ Address ___________________________________________________________________________________
EARLY BIRD REGISTRATION $299 member | $349 nonmember AFTER TUESDAY, SEPT. 9 $329 member | $379 nonmember EDUCATIONAL CREDITS 8 CPE credit hours 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 conference. Cancellations or transfer requests received less than 14 days prior to conference will be subject to a 50% cancellation fee, not to exceed $100. No refund or transfer requests will be granted on or after the day of the conference, or if you have downloaded any of the electronic conference materials. MEETING ROOM TEMPERATURE
Since temperatures may vary in each meeting room, we recommend bringing a sweater or jacket for your comfort.
City______________________________________________ State__________ Zip________________________ Phone (______)____________________________________ Fax (______)______________________________ Email_____________________________________________________________________________________ *Email address required for registration confirmation and electronic materials.
SESSION CHOICES:
ARE YOU: o o o o
Please indicate the concurrent sessions you plan to attend.
A WICPA member A CPA nonmember Working toward CPA Not a CPA
o Accounting Update oR educe the Time You Spend Updating Your Excel Spreadsheets by 80% o The World of Assessments
PLEASE CHECK IF YOU: o o o o
P refer printed materials (additional $20) Will use a laptop/tablet device Prefer a vegetarian meal Have a special requirement/food allergy (you will be contacted)
o Business Intelligence o P roductivity Gains Through Unified Communications: Saving Time With Microsoft Lync oR ecent Labor & Employment Law Developments Affecting Business o Health Care Reform: Latest Developments o Financial Services Discussion Group o Health Care Discussion Group o Manufacturing Discussion Group
PAYMENT METHOD: Credit Card: o MasterCard o Visa
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o Check (payable to WICPA)
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WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
W233N2080 Ridgeview Parkway, Suite 201 | Waukesha, WI 53188 | 262-785-0445 | 800-772-6939
ces onferen c / g r .o wicpa
W233N2080 Ridgeview Parkway, Suite 201 Waukesha, WI 53188 www.wicpa.org
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