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Business and Industry Conference

Tuesday, March 7 7:00am - 3:45pm

(Check-In 6:30am)

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Holiday Inn Conference Center Des Moines Airport

6111 Fleur Dr
Des Moines, IA 50321

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7.00 Credits

Member Price $310.00

Price will increase by $35 on 2/22

Non-Member Price $360.00

Price will increase by $35 on 2/22

Overview

 IGR

Thank you to the ISCPA Business and Industry Committee! We appreciate your time and commitment to developing a top-notch program for your peers. View the committee members.

As an accounting professional in business and industry, you rely on more than your finance skills to succeed. You are an integral part of a team charged with creating and maintaining the financial health of your company. The ISCPA Business and Industry Conference is designed to meet the diverse demands of your job, with hard-hitting content by leading-edge speakers and an agenda that has been skillfully developed for you, by professionals like you.

Overnight accommodations: A group rate of $115/night is available for conference attendees at the Holiday Inn. By February 20, reserve your room by calling 515-287-2400.

Highlights

See agenda tab for sessions.

Designed For

CPAs and accounting professionals in business and industry.

Objectives

This annual conference brings together industry leaders to learn, network and share ideas on how to grow and strengthen your skills to better serve your business and clients. If you are passionate about business in Iowa, this is a must-attend conference.

Tuesday, March 7

Optional Session

7:00am - 7:50am Becoming an Ethical Leader (optional BONUS session)

Rarely do leaders set out to act unethically, although there are occasionally unsavory characters who climb the leadership ladder with ill intent. Unethical behavior usually evolves over time when leaders lack a strong personal foundation. Explore six research-based ethical perspectives that shape your foundation for ethical behavior. Discover the underlying principles, beliefs and values that influence your decision-making when ethical issues are present. Apply these principles to a real-life case study that spotlights ethical dilemmas, leadership actions (and inaction) and the opportunity to be a "voice of one."

Attend this session and receive one extra hour of CPE credit (8 total). Qualifies for ethics CPE credit.

Speaker: Jon Lokhorst, CPA, PCC

This session is available to registrants only.

General Session

8:00am - 8:10am Welcome messages

This session is available to registrants only.

General Session

8:10am - 9:00am Iowa Economic Development Update

What can we expect for Iowa's economy in 2023? Will inflation still be a top concern for Iowa businesses? Will a recession still be a looming threat? What Iowa industries are still trying to bounce back and which are back to their old patterns? Join Director Durham as she discusses these areas and other policy initiatives and programs that help drive Iowa's economy.

Speaker: Debi Durham | Director, Iowa Economic Development Authority

This session is available to registrants only.

General Session

9:15am - 10:30am The ESG Era is Upon Us. Are You Ready for the ESG Ripple Effect?

The ESG ripple effect has begun and is accelerating from public reporting companies and their C-suite, down through their organization and into procurement with increasing focus on supplier alignment. Simultaneously, a bottom-up ripple effect is happening driven by the rise of citizenship, in particular the younger workforce of Gen Z & Millennials (soon to be the largest segment of the workforce) demanding that companies are a force for good, regulation (federal, state, and local), and investor demands. The converging impact of both ripples requires companies to embrace ESG as a strategic imperative.

Speaker: Lou Raiola | ethOs

This session is available to registrants and their guests

Breakout Session

10:45am - 12:00pm Accounting & Auditing Update

Join A&A expert Jim Martin for an accounting update and pressing issues to be aware of.

Speaker: Jim Martin, CPA | Martin & Co CPA, P.C.

This session is available to registrants only.

10:45am - 12:00pm Supply Chain and Freight Management

Hear an overview of the historical, current and future concerns in supply chain management in pressing areas like: labor, product/material sourcing and strategies, fulfillment and getting your product to your customer. Also hear a broad overview on freight management with topics on: economic drivers and cost, inbound freight control (those who control, win), managing carrier/vendor relationships and best practices, establishing metrics, benchmarks, automation and more.

Speaker: Jeff Hughes | Express Logistics, Inc.

This session is available to registrants only.

General Session

12:45pm - 1:35pm Economic Outlook for 2023 and Beyond: The Good, The Bad and The Mildly Amusing

This session will explore the factors currently shaping the economy and the various sectors that drive economic growth. Dr. Hart will investigate the connections among the various sectors (manufacturing, finance, ag, etc.), discuss the potential for growth over the next few years, and outline the challenges to reaching robust economic gains.

Speaker: Dr. Chad Hart, Ph.D. | Professor of Economics, Iowa State University

This session is available to registrants only.

Breakout Session

1:50pm - 2:40pm How to Keep Your Organization from Drowning in the Turnover Tsunami

“The Great Resignation” has swept up many organizations in a turnover tsunami as record numbers of employees quit their jobs. Learn the primary reasons people are leaving and develop a strategy to combat each of these key factors. Deepen engagement with your team members by offering meaningful work, connection and a clear path forward. Gain insights on the relationship between employees wanting more flexible work and psychological needs for autonomy, and how to navigate these challenges in remote and hybrid work environments. Develop an always-recruiting and always-onboarding approach beyond the initial start date to attract and retain top talent.

Speaker: Jon Lokhorst, CPA, PCC

This session is available to registrants only.

1:50pm - 2:40pm The Future of Finance - Ways to Provide Value to Keep Your Business Future Ready

Session description to be updated soon.

This session is available to registrants only.

General Session

2:55pm - 3:45pm Iowa-born Business Success Story: Mechdyne

Session description to be updated soon.

Speaker: Genoveva Winsen | CFO, Mechdyne

This session is available to registrants only.

Leader(s):

Leader Bios

Chad Hart

Chad Hart was born and raised in southwest Missouri and his parents raised a few cattle and operated a small meat locker. Chad received a B.S. in economics with minors in mathematics, history, and astronomy from Southwest Missouri State University in 1991. He moved to Iowa in the summer of 1991 to pursue graduate education, and received a Ph.D. in economics and statistics in 1999 from Iowa State University. Upon graduation, Chad worked as a researcher at CARD at Iowa State. Then he joined the faculty in 2008. His main research areas are in agricultural marketing and risk management.

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Debi Durham

Debi V. Durham was named director of the Iowa Economic Development Authority (IEDA, formerly Iowa Department of Economic Development) in January 2011 by Iowa Governor Terry Branstad. Prior to joining IEDA, Durham served as president of the Siouxland Chamber of Commerce. In 2016, Director Durham was recognized by the Des Moines Business Record as a Women of Influence, and in 2014, she was named a Janus Fellow by the Janus Institute, an organization with the mission of contributing to the body of knowledge in economic development and advancing its practice. In 2009, the Downtown Rotary Club in Sioux City recognized Durham as their Key Way award winner, designating a local leader who has “contributed greatly to the health and prosperity of the area through business and community involvement.” Durham was also recognized by the Iowa Association of Business and Industry as one of “Five Iowa Women You Should Know” in 2007. In 2003, she was named to the Junior Achievement Hall of Fame and was the Republican Lt. Gubernatorial candidate in 2002. Durham holds a Bachelor of Science in Business Administration, Marketing and Management from Missouri Southern State University. [2017]

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James Martin

James (“Jim”) Martin is a true “general practitioner” who, for 35 years, has specialized in both income tax and accounting and audit areas. In addition to serving the accounting and tax needs of 150 clients, Jim performs 75-80 continuing education seminars per year for CPAs and attorneys throughout the United States. To date, he has prepared and presented over 2300 full and half-day seminars on accounting and taxation topics. Jim’s philosophy of CPE is simple: spend the class time on topics of applicability and relevance to all and present the topics in an entertaining and fast moving manner. Jim also regularly consults with CPA firms throughout the United States on a variety of accounting and auditing technical issues and serves as expert counsel in litigation manners.

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Jeff Hughes

Jeff Hughes is the business development manager for Express Logistics, Inc. He is responsible for managing outside direct sales channels that develop and maintain profitable revenue streams. He helps develop and equip teams with tools, skills and guidance for effective supply chain management solutions.

Express Logistics, Inc. is a leading third-party logistics provider, specializing in LTL, truckload and intermodal freight solutions.

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Jon Lokhorst

Jon Lokhorst, CPA (inactive), is a leadership coach and consultant focused on talent maximization and team building. He partners with CPAs, CFOs, and other leaders to maximize their talent, build high-performance teams and deliver extraordinary value to their firms and clients. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader.

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Lou Raiola

Lou Raiola is a strategic advisor and the practice leader of Environmental, Social, and Governance (ESG) for ethOs. He is also a recognized cause marketing pioneer and ESG thought leader who has consistently and passionately been at the forefront of social impact innovation since the mid 1980s. As the ethOs pactice leader of ESG, Lou is uniquely experienced to consult with clients to adopt ESG as a strategic imperative in both their organizational evolution towards mitigating risks and innovating solutions advocating ESG as good for business. Lou and the ethOs team work to align each organization with its stakeholders and industry ESG priorities as well as adopt standards and frameworks as guiding forces of transformation. They also advise clients on the measurement, disclosures, and reporting aspects of ESG. Lou is a visionary, having embraced and led the “Do Well By Doing Good” mantra beginning in the 1980s long before it became popular in recent years. Today, his vision is focused on the ESG impact on privately held, mid market companies that are about to face what he terms “The ESG Ripple Effect,” whereby public ESG reporting organizations will demand their value chain partners adopt organizational ESG alignment.

Prior to joining forces with ethOs, Lou spent more than 30 years championing causes that inspire social change through sports, entertainment, and pop culture, and he’s still the known go to resource when it comes to uniting stakeholder groups in collective efforts to drive positive social impact. He provides ESG advisory support within the commercial real estate sector (with Nova Group, GBC), the commercial print sector (with The Vomela Companies), and across the sports and entertainment sector (with Green Sports Alliance).

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Non-Member Price $360.00

Member Price $310.00