Quality CPE is like a four leaf clover: HARD TO FIND &
LUCKY TO HAVE
CPAs in Industry
TUESDAY, MARCH 17, 2015 Spring Conference Country Springs Hotel & Conference Center
TUESDAY, MARCH 17, 2015 Country Springs Hotel & Conference Center
CPAs in Industry
Spring Conference TUESDAY, MARCH 17, 2015 Country Springs Hotel & Conference Center
Lucky for you, this conference will help you effectively tackle current challenges and provide guidance on how you can be prepared for the future of this dynamic financial environment. With prominent national and local leaders, experts and professionals covering the latest updates, insights and best practices, the 2015 CPAs in Industry Spring Conference certainly is quality CPE that you won’t find anywhere else!
WHO SHOULD ATTEND Professionals who need to stay informed with the newest developments and latest updates about the economy and market outlook, tax laws, health care reform, human resources, management and technology should not miss this conference. 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.
SAVE
30
$
WHEN YOU REGISTER BY TUESDAY, MARCH 3!
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 Living With Global Deflation: 2015 Economic & Capital Market Update 9:30 – 9:50 a.m. Networking Break 9:50 – 10:50 a.m. CONCURRENT SESSIONS Advanced Excel Formula Writing Financial Accounting Standards Update for Industry
1 – 2 p.m. CONCURRENT SESSIONS Big Data, Little Cost Forensic Accounting & Internal Controls Labor & Employment Law Update: Recent Developments Affecting Your Labor Force 2 – 2:20 p.m. Networking Break 2:20 – 3:20 p.m. CONCURRENT SESSIONS Business Tax Update: Change is Everywhere Business & Operations Panel Recruiting in the “Connected” Economy
Employee Benefit Trends
Advanced Excel Formula Writing (repeat session)
10:50 – 11:10 a.m. Networking Break
3:20 – 3:30 p.m. Networking Break
11:10 a.m. – 12:10 p.m. GENERAL SESSION Health Care Update 12:10 – 1 p.m. Networking Lunch
3:30 – 4:30 p.m. GENERAL SESSION Slug-Proof Your Team… No-Nonsense Strategies to Develop a High-Performance Workforce
CPAs in Industry
Spring Conference TUESDAY, MARCH 17, 2015 Country Springs Hotel & Conference Center
Agenda 7 – 8 a.m. Registration & Networking
Financial Accounting Standards Update for Industry
Joann Noe Cross, Ph.D., CPA, CMA, CGMA, CGFM, Professor, UW-Oshkosh
8 – 8:15 a.m. Welcome & Opening Remarks
Jean Hansen, CPA, MBA, CGMA, WICPA Board Chair and Vice President of Finance, Manitowoc Tool & Machining LLC Michelle Hicks-Tobias, CPA, WICPA Conference Planning Task Force Chair and Controller, 7Summits
8:15 – 9:30 a.m. GENERAL SESSION Living With Global Deflation: 2015 Economic & Capital Market Update David R. Heidel Jr., CFP, CTFA, Senior Vice President – Regional Investment Director, The Private Client Reserve of U.S. Bank
With deflationary forces spreading around the globe, investors will be challenged to find growth and manage interest rate risk. This opening presentation will discuss the current state of the global economy and the fundamental secular changes currently effecting global capital markets.
9:30 – 9:50 a.m. Networking Break 9:50 – 10:50 a.m. CONCURRENT SESSIONS Advanced Excel Formula Writing Jim Cline, Founder, ExcelCEO
The knowledge of how to write formulas in Excel is important, but just as important is the application of those functions and formulas in projects. In this informationpacked session you’ll learn how to use several Excel functions in two projects that are sure to impress you. There is no PowerPoint presentation for this class – it is a live demonstration of the use of various mathematical, text, logical and lookup functions. The completed file containing all of the formulas will be emailed to all participants.
The FASB has been busy, mostly resolving some of those annoying unsettled questions that surround every major reporting issue, but also with some significant new guidance. This session will consider selected 2013 Accounting Standards Updates and all 2014 and 2015 ASUs through the time of this conference. This includes such blockbusters as revenue recognition, discontinued operations, comprehensive income and the new requirements imposed on management by the going concern standard.
1 – 2 p.m. CONCURRENT SESSIONS Big Data, Little Cost Jim Cline, Founder, ExcelCEO
Using only the tools available in the Microsoft Office suite, this session will demonstrate how you can access, filter and summarize data in enterprise databases like SQL Server, Oracle and SAP, all without leaving Excel. In addition to being a live demonstration, each step will also be documented in a PowerPoint presentation.
Labor & Employment Law Update: Recent Developments Affecting Your Labor Force John J. Kalter, J.D., Partner, Sorrentino Burkert Risch Kalter
Employee Benefit Trends
Bob McIntyre, Manager, HR Services, Insperity
Attend this session for a discussion of how employer-sponsored benefit plans have evolved, how employers are finding opportunities to improve benefits and contain or reduce costs, and what new options you may want to consider as you evaluate your plans.
10:50 – 11:10 a.m. Networking Break 11:10 a.m. – 12:10 p.m. GENERAL SESSION Health Care Update
Terri M. Lillesand, CPA, Shareholder, Schenck SC
This presentation will provide the latest information on the Affordable Care Act, along with pertinent updates on employer reporting requirements, the employer mandate and Cadillac plans.
12:10 – 1 p.m. Networking Lunch
Labor and employment law is constantly evolving, and CPAs in the private sector need to maintain a working knowledge of recent developments affecting their labor forces. This presentation will cover the most recent labor and employment law developments, including: • Updates on the Obama administration’s potentially significant proposed changes to the minimum wage and overtime laws. • Recent U.S. Supreme Court decisions affecting workforces. • Increasing government agency activity involving labor and employment. This session will provide practical information about the current state of the law that can be taken back to the office to help properly maintain your company’s labor and employment compliance.
Forensic Accounting & Internal Controls Vince Morelli, CFE, CPA, Forensic Accounting Investigator, Chortek LLP
With a background as an accountant in industry as well as a forensic accountant, Mr. Morelli will bridge the gap between industry accounting and forensic accounting. He will share practical advice about fraud prevention and detection and steps to take if a suspected fraud is uncovered.
2 – 2:20 p.m. Networking Break 2:20 – 3:20 p.m. CONCURRENT SESSIONS Business Tax Update: Change is Everywhere Cheryl L. Pfundtner, CPA, Tax Manager, Sattell, Johnson, Appel & Co. S.C.
This session will review the basics of the repair regulations and update you on any new changes. You’ll also get a refresher on the employer mandates for the Affordable Care Act that start in 2015 and learn about the changes Wisconsin has made to credits and forms.
Business & Operations Panel
Michelle Hicks-Tobias, CPA, Controller, 7Summits Denise Probert, CPA, CGMA, Vice President of CPA Education, Kaplan Professional
Paul Quackenboss, CPA, Advisor, First Bank Financial Centre Kelly Sics, CPA, CGMA, Consultant, Sics CPA Services Mike Sterk, CPA, Controller, Blankstein Enterprises Inc. Moderator: Lynn Ardisana, CPA, Controller, Aquarius Technologies, Inc.
This panel of prominent local CPAs will discuss life experiences related to business and accounting along with challenges and opportunities they are facing in today’s business environment. You will hear their experiences with launching a successful small business, management decisions and business processes related to purchasing and installing new software, changing corporate banking relations, customer value analysis, and ways to reduce health insurance premiums and expenses.
Recruiting in the “Connected” Economy Bob McIntyre, Manager, HR Services, Insperity
Attend this session for a discussion on how to attract new employees in the modern “connected” economy and learn how recruiting trends have changed and continue to evolve.
Advanced Excel Formula Writing (repeat session) Jim Cline, Founder, ExcelCEO
The knowledge of how to write formulas in Excel is important, but just as important is the application of those functions and formulas in projects. In this informationpacked session you’ll learn how to use several Excel functions in two projects that are sure to impress you. There is no PowerPoint presentation for this class – it is a live demonstration of the use of various mathematical, text, logical and lookup functions. The completed file containing all of the formulas will be emailed to all participants.
3:20 – 3:30 p.m. Networking Break 3:30 – 4:30 p.m. GENERAL SESSION Slug-Proof Your Team… No-Nonsense Strategies to Develop a High-Performance Workforce Jeff Kortes, Owner, Human Asset Management LLC
Are slugs sucking life out of your organization? Would you like to have a fired-up and engaged workforce? If so, join us for this closing session where Jeff Kortes will draw on his 25 years of experience in human resource leadership roles and background in building highperformance organizations to provide realworld strategies to engage employees and address under-performing employees that are sucking the life out of your organization. Through personal stories and interactive presentation, you’ll learn a practical, no-nonsense approach to developing an engaged, high-performance workforce.
4:30 p.m. Closing Remarks & Raffle Drawings
Michelle Hicks-Tobias, CPA, WICPA Conference Planning Task Force Chair and Controller, 7Summits
DON’T MISS YOUR CHANCE
TO WIN UP TO
$250! To show our appreciation for supporting our sponsors, each attendee who visits every exhibit and turns in their tour card by 3:30 p.m. will be entered in the drawings at the end of the conference for $250, $100 and $50 Visa Gift Cards!
SAVE
30
$
WHEN YOU REGISTER BY TUESDAY, MARCH 3!
Affinity Partners
Gold Sponsors
20800 Swenson Drive, Suite 200 Waukesha, WI 53186 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.
200 Vesey St. New York, NY 10285 www.americanexpress.com
American Express Global Corporate Payments offers a suite of payment products to support growing companies with customized and scalable reporting, increased controls and savings and rewards. Our products are customizable based upon company complexity and business needs. Improve working capital management through specified discounts and rebates and manage spending with our portfolio of Corporate Cards.
1004 Quinn Drive, Suite 2 Waunakee, WI 53597 www.govirtualoffice.com
goVirtualOffice is an award-winning NetSuite provider and cloud-computing consultancy with over 10 years of experience helping companies automate and streamline finance, inventory and sales processes. Our staff of former CFOs, Controllers, CPAs and business process executives bring real-world experience and best practices to your project. We work with our clients to fully understand their business and keep their best interest as our primary goal.
6329 W. Mequon Road Mequon, WI 53092 www.spectruminvestor.com
10 Terrace Court Madison, WI 53718 www.bakertilly.com/staffing
9399 W. Higgins Road, Suite 925 Rosemont, IL 60018 www.insperity.com
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.
Baker Tilly Search & Staffing provides accounting and finance staffing services to businesses and helps candidates find rewarding positions. As a subsidiary of Baker Tilly Virchow Krause, LLP (Baker Tilly), one of the 12 largest CPA and advisory firms in the U.S., we have access to unique opportunities not available elsewhere. In 2014, we were recognized as one of Inavero Inc.’s Best of Staffing® Talent Award winners. This award identifies Baker Tilly Search & Staffing as a top staffing firm.
Insperity, a trusted advisor to America’s best businesses for more than 27 years, provides an array of human resources and business solutions designed to help improve business performance. Insperity Business Performance Advisors offer the most comprehensive suite of products and services available in the marketplace. Insperity delivers administrative relief, better benefits, reduced liabilities and a systematic way to improve productivity through its premier Workforce Optimization solution.
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 that includes check stubs/W-2s, applicant tracking and HR consulting services. 1900 S. 18th Ave. West Bend, WI 53095 www.thesilverlining.com
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 a portion of your annual premium returned to you in cash. WICPA members receive an additional 10% discount on the annual premium.
740 Pilgrim Parkway, Suite L3 Elm Grove, WI 53122 www.ctaccess.com
CT specializes in using technology to help improve organizations and people. We provide a unique Complete Care managed IT solution that helps companies leverage technology. We also specialize in creating robust ECM solutions to automate manual mundane processes, eliminate paper and create significant efficiency gains. 100 Manpower Place, 4th Floor Milwaukee, WI 53212 www.experis.us/finance
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.
151 E. St. Paul Ave., P.O. Box 648 Waukesha, WI 53187 www.waukeshabank.com
Waukesha State Bank is one of the largest locally owned, independent banks in the State of Wisconsin. Since our modest beginning in 1944, we have been serving the financial needs of the community with a personalized, one-on-one approach to banking and an emphasis on customer service and community involvement. Waukesha State Bank has full-service offices located throughout Waukesha County, offering comprehensive banking and investment services for both individuals and businesses.
Bronze Sponsor
W233 N2080 Ridgeview Parkway Suite 200 Waukesha, WI 53188 www.waddell.com
Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors. Waddell & Reed, Inc., Member SIPC.
WAYS TO REGISTER Online: wicpa.org/conferences Phone: 262-785-0445 Fax: 262-785-0838 Mail: W233N2080 Ridgeview Parkway, Suite 201 Waukesha, WI 53188
CPAs in Industry
Spring Conference CONFERENCE DETAILS CONFERENCE LOCATION
Country Springs Hotel & Conference Center 2810 Golf Road, Pewaukee 262-547-0201 or 800-247-6640
EDUCATIONAL CREDITS
8 CPE credit hours
TUESDAY, MARCH 17, 2015
EARLY BIRD REGISTRATION
Country Springs Hotel & Conference Center
$289 member | $339 nonmember
Registration Form
$319 member | $369 nonmember
AFTER TUESDAY, MARCH 3
CONTACT INFORMATION Name _____________________________________________________ WICPA ID #________________________ Firm/Company_______________________________________________________________________________ Address ___________________________________________________________________________________ City______________________________________________ State__________ Zip_________________________
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.
Phone (______)____________________________________Fax (______)_______________________________ Email*_____________________________________________________________________________________ *Email address required for registration confirmation and electronic materials
ARE YOU: o A WICPA member o A CPA nonmember o Working toward CPA o Not a CPA
PLEASE CHECK IF YOU: o Prefer a printed manual (additional $20) o Will use a laptop/tablet for viewing materials (please download prior to conference) o Prefer a vegetarian meal o Have a need or disability with special requirements (you will be contacted)
SESSION CHOICES: Please indicate the concurrent sessions you plan to attend. o Financial Accounting Standards Update for Industry o Advanced Excel Formula Writing o Employee Benefit Trends o Big Data, Little Cost o Labor & Employment Law Update: Recent Developments Affecting Your Labor Force o Forensic Accounting & Internal Controls
o Business Tax Update: Change is Everywhere o Business & Operations Panel o Recruiting in the “Connected” Economy o Advanced Excel Formula Writing (repeat session)
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 $100 cancellation fee. 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.
PAYMENT METHOD: Credit Card: o MasterCard o Visa
Total amount to be charged: $___________________
o Check (payable to WICPA)
Total amount enclosed:
$___________________
Name on Credit Card__________________________________________________________________________ Billing Address_______________________________________________________________________________ City______________________________________________ State__________ Zip_________________________ Card #_____________________________________________________________________________________ Exp. Date__________________________________________ CVV Code (3 digits on back of card)_____________________________
MEETING ROOM TEMPERATURE
Since temperatures may vary in each meeting room, we recommend bringing a sweater or jacket for your comfort.
Signature_________________________________________________________Date______________________
WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
W233N2080 Ridgeview Parkway | Suite 201 | Waukesha, WI 53188 | 262-785-0445 | 800-772-6939
WICPA.ORG/CONFERENCES
WHEN YOU REGISTER BY TUESDAY, MARCH 3!
$
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W233N2080 Ridgeview Parkway, Suite 201 Waukesha, WI 53188 wicpa.org
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