Monday, September 18   |  Keynote presentations

8:15 – 9:55 am

A. Professional Issues Update
Kimberly N. Ellison-Taylor, CPA, CGMA

Kimberly has a lengthy history of volunteering for the profession, including serving as a member of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors where she served as a member of the Audit and Finance committees. Kimberly also worked with the Benevolent Fund and has served as a Council representative.  She is a past Chair of the Maryland Association of CPAs and has served on many of its committees, including the New Young Professional Network and Tomorrow's CPA. Kimberly is currently the Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America, a leader in cloud solutions and enterprise technology. In this capacity, she provides insight to help drive innovation in this important domain, particularly as the computing paradigm shifts to Cloud and SaaS. Previously, she served as the Global Practice team leader for Health and Human Services, working with teams worldwide where she developed and executed strategies on Cloud, Big Data, Security, Fraud Prevention/Detection, Customer Experience, and Modernization. Prior to Oracle, Kimberly worked in leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center; Motorola; KPMG; and Prince George's County Government, where she served as Chief Information Technology Officer. Kimberly received her bachelor's degree from the University of Maryland, Baltimore County; an Accounting Certificate from the Community College of Baltimore County, an MBA from Loyola University and Master's of Science in Information Technology and a Chief Information Officer Certificate from Carnegie Mellon University.  She currently resides in Maryland with her husband and two sons.

10:15 - 11:55 am

B. Deadliest Catch: Don’t Be Another Fish in The Dark ‘Net

Mark Lanterman, Computer Forensic Services

You've read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. Perhaps surprisingly, organizations are not immune to these attacks. In fact, organizations of all sizes are at increased risk for security breaches. To inform the attendees of current developments in the digital underground as well as provide realistic advice for cyber protection, Mark Lanterman discusses recent high profile cyber-crime events, including breaches impacting retailers, banks, and government agencies. Mark also shares  particularly dangerous types of threats that might affect us such as phishing, data breaches, the Dark Web and the Internet of Things.

1:00 - 2:40 pm | Concurrent Sessions

C1. Single Audit Quality Issues
Daniel Bradley, CPA

Gain a greater understanding of how certain changes contained in the Uniform Guidance has increased the need to perform all Single Audits with an enhanced focus on performing and documenting all required procedures in accordance with professional standards. This session will have a direct impact on auditors and an indirect effect on management of auditees contracting for audit services. This hands-on session provides meaningful explanations and examples to those responsible for audit quality.

C2. Passive Activity & Rental Real Estate Income Tax Issues
J. Patrick Garverick, CPA, MT, CFP

This session reviews the complex passive activity rules that apply the certain investments in trade or businesses and rental activities.  In addition, this session reviews the applicability of the 3.8% net investment income tax to passive activities.  

C3.  Leadership Is Everywhere: 13 Things All Great Leaders Know How to Do
Pam McGee

Whether you lead people, projects, processes, or yourself, this session introduces you to 13 ‘things’ great leaders know how to do. Based on 10 years of research with Microsoft leaders, software leaders, non-profit leaders, and education leaders, great leaders know how to do 13 ‘things’ . Those things range from making decisions, to building culture, to facilitating a dialogue. Attend this session , take a mini 13 Things Great Leaders Do assessment, learn a few ‘speed dating’ tips on what each category is, short term gains to improve that category, and how to level up (use your strength area) and make a difference in your job performance and job success.

C4. Windows 10 Tips and Tricks
Steve Yoss, K2 Enterprises

By now, you've made the move to Windows 10. The Start Menu has returned and its Cloud integration is obvious, but most everything else is unfamiliar. This session helps you setup and customize Windows 10 and improve its performance, security, and privacy. From navigation to setting default applications to configuring backup, this session provides the needed guidance. Plus, we introduce you to virtual desktops, the digital assistant, the unified notifications area, and provide a detailed overview of the Settings area – where you can configure the core of Windows 10 settings.

3:00 - 4:40 pm | Concurrent Sessions

D1. Fraud: What Every Accounting Professional Should Know
Daniel Bradley, CPA
This session discusses the key issues relating to fraud that accounting professionals, including auditors, should consider. Using real life examples, we cover certain “high risk” areas that CPAs should consider as well as appropriate responses to identified fraud risks. In addition, we will review the results of the latest Association of Certified Fraud Examiners (ACFE) Report to the Nations on Occupational Fraud and Abuse: 2016 Global Fraud Study. Participants gain a working knowledge of the fraud risk triangle, as well as a review of current professional requirements related to fraud.  Also learn how you can assist the entities you work with regarding prevention, deterrence, and detection of fraud. 

D2. Individual Retirement Account (IRA) Review
J. Patrick Garverick, CPA, MT, CFP
This session will cover the various IRA contribution and distribution rules, exceptions to the early withdrawal 10% penalty and required minimum distributions (during the taxpayer’s life and after death).

D3. Shifting from Accountability to Ownership
Pam McGee
What is the difference between accountability and ownership? Why is accountability only ½ the equation and ownership the goal? How many times have we heard “who’s accountable”? Accountability is per se only ½ the equation because it assigns a person a role or task and may have little to do with actually solving the problem for the customer. What if you worked in a business, on a team, or woke up every day and had to ‘own the solution’ to the problem-- whether it be your accountability or not. Accountability and ownership are not opposites, they are catapults for great outcomes, service, and business results.

D4. Quickbooks Online – Advanced Features and Functions
Steve Yoss, K2 Enterprises
With approximately 1.5 million small businesses now running QuickBooks Online (QBO), accounting professionals must recognize that Cloud-based accounting is here to stay and begin to understand some of the advanced features in QBO that can help small businesses succeed. In this session, learn about many of the advanced features available in QBO such as inventory management, audit trails, customized reports, importing and exporting data, bank feeds, and linking QBO data directly into Excel. If you are not using QBO to its fullest or, are a bit curious about the advanced features available in the service, then you should make plans to participate in this session to learn more about what QBO can do for small businesses.

Tuesday, September 19 | Keynote Session

8:00 - 9:40 am

E. Reading the Tells – Learning How to Read Body Language

Jerry Balistreri

This powerful training gives you practical techniques, tools, and strategies for understanding and using non- verbal communication for the highest impact and effectiveness.  Become a highly respected, highly influential, and highly successful communicator!  Regardless of your career path, the degree of success you enjoy is virtually dictated by your skills in communicating with others.

10:00 - 11:45 am | Concurrent Sessions

F1. What Do the Upcoming Changes to Not-for-Profit Financial Statements Mean to You?
Daniel Bradley, CPA
Gain a greater understanding of how the changes presented in ASU No. 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, will impact both the auditee as well as auditors. This hands-on session provides meaningful explanations and examples to those responsible for the preparation of not-for-profits financial statements. We will also cover ways to apply the revised requirements in some of the more vexing reporting issues unique to not-for-profits. 

F2. Federal Individual Tax Update
J. Patrick Garverick, CPA, MT, CFP
This session reviews various Federal income tax laws impacting “individuals” with an emphasis on newly enacted tax legislation, court cases and IRS guidance.  Topics are TBD depending on the most recent developments incurred up to date of seminar. 

F3. Reading the Tells Part II – Detecting Lying & Deception for CPAs
Jerry Balistreri
This session is centered on reading body language, the science of lying, and examination of the content and structure of interviewees that may be deceptive.  It’s a great session for anyone that does investigative work, such as certified fraud examiners, CPAs, internal auditors, police, state troopers, correctional officers, school resource personnel, etc.

F4. Tech Update
Steve Yoss, K2 Enterprises
There is more new technology to consider this year than almost any other year in the last decade. Hardware and software businesses are changing quickly, the Cloud impacts business decisions, mobile strategies are becoming more clear, and the Internet of Things is a game-changer on all fronts.  Learn how to create a technology roadmap that helps improve organizational efficiency and avoid pitfalls.

12:45 - 2:25 pm | Concurrent Sessions

G1. Other Post-Employment Benefits (OPEB) Update
Daniel Bradley, CPA
Gain a greater understanding of how changes contained in GASB Statement No. 74 and 75 will impact the financial statements of OPEB Plans and Governments that offer OPEB benefits to its employees. This session is beneficial to both auditors and auditees. It provides meaningful explanations and examples to those responsible for the preparation of governmental financial statements.

G2. Federal Business Tax Update
J. Patrick Garverick, CPA, MT, CFP
Review various Federal income tax laws impacting “businesses” with an emphasis on newly enacted tax legislation, court cases and IRS guidance.  Topics are TBD depending on the most recent developments incurred up to date of seminar. 

G3. Digital Operations and the Customer Experience
Pam McGee
Every 10 years technology changes the game, really changes the game, not the rules of the current game, but the game entirely. As a teacher, technology changed the way I teach and I would have never imagined I would be teaching most of my classes from my mobile device.  According to James Whittacher, Microsoft Chief Design Engineer, technology is on the cusp of another epic change driven by big data, cloud analytics, digital operations, social media, and consumer expectations. MHTA (Minnesota High Tech Association) annual conference focused exclusively on unpacking the term ‘digital transformation’—how do consumers, businesses, individuals, and leaders embrace digital transformation, the Internet of Things, the interconnected supply chain, the social network of customers, and artificial intelligence. Attend this session to hear the non-techie version of the four pillars of success for each employee, whether accountant or retail clerk, to remain relevant and a valued contributor in the new Digital Operations and The Customer Experience era.

G4. Reporting Tools for Productivity
Steve Yoss, K2 Enterprises
How many reports do you produce in Excel each month? How much time does this task take you and your team to accomplish? Is there a way to create and update these reports more quickly? Attend this session to learn about the productivity you can gain by using and leveraging tools like BizNet, Power BI, and more.

2:45 - 4:25 | Keynote Presentation

H. The Global Soap Project

Derreck Kayongo, Global Soap

Derreck is the founder of the Global Soap Project, which recycles used hotel soap and redistributes it to impoverished populations around the world.  In creating this global humanitarian initiative, he demonstrated that a simple, yet novel idea has the power to transform the lives of millions.  A top Ten CNN Hero in 2011, his passion for helping others and commitment to innovative thinking earned him his current role as CEO of the National Center for Civial and Human Rights.  Drawing on the hardships of his refugee experience, Kayongo shares how he went on to manufacture a solution to a global problem, the life lessons he learned along the way, and how they apply to one’s ability to stay relevant in today’s market.Listen, learn and be energized to foster change in your association and community!

North Dakota CPA Society
2701 South Columbia Road, Ste D
Grand Forks, ND 58201

Phone: (701) 775-7100 or (877) 637-2727

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