Management Conference
Monday, June 8
8:00 am - 9:30 am
A. Economic Update | Chris Kuehl
9:40 am - 10:30 am
B1. Analytical Procedures: They're Not Just for CPAs in Public Practice! - Chris Harper
B2. How to Run Powerful and Productive Meetings - Alex Theis *
B3. Mastering Peer-to-Peer Leadership: Keys to Move into Executive Leadership Roles- Jon Lokhorst
B4. Mastering Advanced Excel Functions - Brian Tankersley
10:45 am - 12:00 pm
C1. Fraud, Internal Controls & Ethics: Best Practices & Case Studies - Chris Harper
C2. Calm in the Chaos: Mindset Mastery for Today's Challenges - Alex Theis *
C3. The Leader as Coach: Essential Coaching Skills - Jon Lokhorst
C4. AI: Real Tools, Real Results - Brian Tankersley
1:00 pm - 2:15 pm
D1. Professional Skepticism for the In-house Accountant - Chris Harper
D2. Atomic Habits at Work: Better Habits for Better Results -
Alex Theis *
D3. How to Sharpen Your Team's Critical Thinking Skills - Jon Lokhorst
D4. Case Studies in Fraud and Technology Controls - Brian Tankersley
2:25 pm - 3:40 pm
E1. Listening to the Statement of Cash Flows: Fundamentals and Analytical Techniques - Chris Harper
E2. Bridge the Gap: Making Numbers Make Sense - Alex Theis *
E3. Your Best Leadership: Two Secrets to Become the Leader Everyone Wants to Follow - Jon Lokhorst
E4. Ripped from the Headlines: Lessons Learned from the Most Interesting Tech Crimes - Brian Tankersley
3:55 pm - 4:45 pm
F. Stress without Survival Mode - Vanessa McNeal
4:45 pm - Networking Reception
Tuesday, June 9
8:00 am - 9:40 am
G. The Ethical Leader - Dr. Mike Kiefer & Heidi Allen
(This counts for 2 Ethics CPE Credits)
9:50 am - 11:05 am
H1. The CFO’s Role in Enterprise Risk Management - Tracy Cooper
H2. CPA Profession Update - Emily Klym, Dave Glennon, and
Sherre Sattler *
H3. Talent/Personality Matching for High Performance Teams - Dr. Mike Kiefer & Heidi Allen
H4. AI 101 for CPAs: Core Concepts and Practical Applications - John Higgins
11:20 am - 12:10 pm
I1. Better Management Reporting: Clear + Simple = Great! - Tracy Cooper
I2. Employment Law Update - MacKenzie L. Hertz & Quinn Askew *
I3. Everyday Health and Happiness with the Motivational High Point System - Dr. Mike Kiefer & Heidi Allen
I4. Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs - John Higgins
1:10 pm - 2:25 pm
J1. Advanced Capital Budgeting: Budgets That Support Effective Decisions - Tracy Cooper
J2. Tax Update for Business and Industry - Jacob Franklin & TBD *
J3. Humanity at the Center of an AI-Driven World - Heather Ostrowski
J4. Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools - John Higgins
2:35 pm - 3:25 pm
K1. Systemic Risk: Six Mega-Trends Facing Organizations Today - Tracy Cooper
K2. ND State Revenue Outlook with OMB GNDC - Joe Morrissette *
K3. Giving and Receiving Feedback from Any Seat - Heather Ostrowski
K4. Technology Trends for CPAs and CFOs: 2026 Update - John Higgins
3:35 pm - 4:25 pm
L. Gratitude: Being ALL IN for the People Who Packed Your Parachute - Gian Paul Gonzalez
* These sessions are not available virtually
CPE: 16 hours available
Includes 2 Ethics Hours
Hotel: ND CPA Society Conference Hotel Reservation
Holiday Inn - Fargo
3803 13th Avenue South
Fargo, ND 58103
701.282.2700
* Make reservations by May 8 to take advantage of the group rate (North Dakota CPA Management Conference). Use the below link for direct reservations with Holiday Inn - Fargo.
Fees: (Add $50 after May 22)
$475 Member ($575 Nonmember)
$425 One Day Member ($525 One Day Nonmember)
$455 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.
Cancellations, Refunds and Switching Fees: 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 5. Exceptions considered on a case by case basis. After May 22, a $100 fee will be charged for any change between virtual and in-person registration.
Jill Anderson
Easton Andresen
Carrie Bjorge
Michael Bryant
Jade Canen
Barry Chouinard
Jon Christianson
Roberta Cozzens
Dee Ann Ellingson
KrisCinda Erickson
Nicole Erickson
Rachel Hellyer
Pamela Heyd
Sheldon Kauk
Mason Kinsella
Rayna Kordonowy, Board Liaison
Niketa Kusler
Brian Lardy
Nicole Lautenschlager
Barry Maring
Karla Mongeon-Stewart
Ashley Peters
Brittany St. Bernard, Chair
