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Annual Convention

 
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Conference Schedule

Located at: Alerus Center | 1200 S. 42nd St. | Grand Forks, ND 58201

Sunday, September 21

3:00 - 5:00 pm  |  Registration

4:00 - 5:15 pm | New CPA Orientation

5:00 - 6:00 pm  |  Social Hour

6:00 - 9:00 pm |  Recognition Dinner

Monday, September 22

7:00 - 8:00 am  |  Registration/Breakfast

7:00 - 3:00 pm  |  Exhibits Open

7:30 - 8:00 am  |  Annual Meeting 

8:00 - 9:05 am (1 CPE)
A. AICPA Professional Issues Update | Jan Lewis 

9:20 - 11:00 am (2 CPE)
B.  Economic Update | Erick Garcia Luna

11:10 - 12:00 pm (1 CPE)
C. Cultivating Charisma: A Guide to Improving Your Executive Presence | Kristin Bock

12:00 - 1:00 pm   |  Lunch

1:00 pm  |  Golf at Kings Walk (lunch ready at 12:15 at the course)

1:00 - 2:40 pm (2 CPE)
D1. Single Audit Quality | Chris Pembrook
D2. The BBB and Financial Planning with Clients | Art Werner
D3. Tech Update | Brian Tankersley

3:00 - 4:40 pm (2 CPE)
E1. Uniform Guidance & Single Audit Update | Chris Pembrook
E2. How Will the Tax Changes Impact Trusts | Art Werner
E3. AI Confidential – Privacy and Artificial Intelligence | Brian Tankersley

6:00 pm  |  Brick and Barley (Join us at a downtown Grand Forks hotspot for Monday night football, food, drink tickets, prizes and fun!)

Tuesday, September 23

5:30 - 6:30 am  |  Optional Fun Run

7:00 - 8:00 am  |  Registration/Breakfast

7:00 - 3:00 pm  |  Exhibits Open

8:00 - 9:40 am (2 Ethics CPE)
F. Proactively Creating An Ethical Firm Culture: Building an Environment that Drives Engagement and Long-term Success  | Jeremy Wortman

10:00 - 11:40 am (2 CPE)
G1. GASB Update | Chris Pembrook (YB)
G2. What the Big Beautiful Bill Means for You and Your Clients: Individual Issues | Art Werner
G3. Saving Time with Electronic Forms | Brian Tankersley * 
G4. Leading the Business - Building a Talent Management Strategy that Retains Talent and Fuels Long-term Financial Success | Jeremy Wortman

11:40 - 12:40 pm  |  Lunch

12:40 - 1:55 pm (1.5 CPE)
H1. Quality Management | Chris Pembrook
H2. What the Big Beautiful Bill Means for You and Your Clients: Business Issues | Art Werner
H3. Ripped from the Headlines: Lessons from Interesting Tech Crimes | Brian Tankersley *
H4. Transformational Leadership: Driving Engagement, Loyalty, and Retention through Strengths-based Management | Jeremy Wortman(YB)

2:05 - 3:20 pm (2 CPE)
I1. Common Quality Issues in State and Local Government Financial Statement Audits | Chris Pembrook
I2. Corporate Clients and the BBB: S Corp and C Corp Considerations | Art Werner
I3. Excel Tips – Today’s Best Features | Brian Tankersley * 
I4. Mastering Emotional Intelligence: A Pathway to Personal and Professional Excellence | Jeremy Wortman(YB) 3:40 - 4:30 pm 
(1 CPE)
J. The Power of Embracing Our Limitations | Justin Osmond

CPE
16 Hours Available 
* Available In Person Only
(YB) Yellow Book Credit

Electronic Handout Materials: A link will be sent to you to access the materials prior to the conference.

Other Details

Hotel Information:

Canad Inn 
Phone number: 701.772.8404
Group Code: 969269

Hotel Reservation Link
Booking Deadline: August 22, 2025
Staybridge Suites Grand Forks 
Phone number: 701.282.6006

Hotel Reservation Link 
Booking Deadline: September 7, 2025 by 5pm CST


La Quinta Inn & Suites by Wyndham Grand Forks
Phone number: 701.314.1106
Hotel Reservation Link
Booking Deadline: September 1, 2025



Fees: Add $50 if registering after  September 8.

In-Person Registration

$475  Society member
$575  Nonmember
$     0   Exam Passer from
July 2024 to June 2025
$225  Lifetime Member
$450 Group Discount (10 or more)
$400  One day Society member
$500  One day nonmember
$    40 Monday Recognition Dinner Only
$   75  Golf - convention attendee
$   90 Golf only - not attending convention (includes lunch)

Virtual Registration

$475  Society member
$575  Nonmember
$     0  Exam Passer from
July 2024 to June 2025
$225  Lifetime Member
$450 Group Discount (10 or more)
$400  One day Society member
$500  One day nonmember


Guest Fees:
     $40 Sunday Recognition Dinner     
     
$45 Monday Breakfast & Lunch
     $45 Tuesday Breakfast & Lunch
     $90 Golf
     $25 Brick & B
arley (+21 Adults Only)

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 September 19. Exceptions considered on a case by case basis. Fees may apply if changing registration between virtual and in-person. 

Please contact us at cpe@ndcpas.org or 701.775.7111 for NASBA categories.

Thank you to the Convention Committee Members! 

Laura Johnson, Co-chair
Josh Odegard, Co-chair
Kari Beito
Jennifer Bernier
Kara Mongeon-Stewart
Jolene Tollefson

Nancy Hettwer
David Enger
Rachel Hellyer
Thomas Fauchald
Brenda Jobe
Linh Le