Fall CPE Conference

More Courses

EIFC-CR  |  In Person Training  |  Update  |  Scheduled

Special Notes

 IGR

  • Reserve your overnight accommodations at The Kirkwood Center by Aug. 28 to receive the negotiated room rate of $129.
  • Thursday sessions: 8:30 a.m.-4:25 p.m | Friday sessions: 8 a.m.-3:55 p.m.

Curriculum

  • Accounting & Auditing
  • Management
  • Taxation

Designed For

CPAs and other business professionals.

Objectives

To stay on top of current issues affecting CPAs.

Preparation

No advance preparation necessary.

Your Price: $525.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after September 5, 2019.

Members log in and save $50.00 on this event. Not a member? join today.

Sessions

September 19, 2019

Select One and Only One
8:30am - 10:10am (Central Time)
$0.00

Get the latest information on early distributions, penalty exceptions, required distributions and other related topics.

Mark Mirsky, CPA, MST, CGMA

8:30am - 10:10am (Central Time)
$0.00

What were they thinking? Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies and solutions for improved future decision-making.

Don Minges, MBA 

8:30am - 10:10am (Central Time)
$0.00

This session will review the lease accounting guidance for both lessees and lessors and will focus on lease calculations and disclosures.

Mark Mishler, CPA, CMA

Select One and Only One
10:25am - 12:05pm (Central Time)
$0.00

All forms of IRAs will be covered in this informative session. Prohibited transactions, rollover IRAs and much more will be included in the discussion.

Mark Mirsky, CPA, MST, CGMA

10:25am - 12:05pm (Central Time)
$0.00

This session covers ten of the most problematic myths, mistakes, risks and hidden landmines inherent in every business. Learn from the mistakes of others who often paid a steep price. If you are a leader who wants your business to become even more successful, this session is for you.

Don Minges, MBA

10:25am - 12:05pm (Central Time)
$0.00

Since its 2009 inception, Blockchain threatens to upend the accounting profession by offering unprecedented reliability and transparency to standard transactions. Blockchain adoption is growing steadily among multinational organizations and is poised to revolutionize the financial industry.

Learn the history behind blockchain technology and its major components. This two-session topic will explain how blockchain technology could impact accounting and financial professionals as well as how to handle issues surrounding auditing and assurance in the blockchain era. You will also learn the key components of blockchain technology in distributed transactions and smart contracts.

Mark Mishler, CPA, CMA

Select One and Only One
12:50pm - 2:30pm (Central Time)
$0.00

Continuation of 10:25 a.m. session

12:50pm - 2:30pm (Central Time)
$0.00

The new Opportunity Zone regulations have been released and this exciting new tax deferral opportunity is difficult to understand and to implement on a tax return. Learn about this credit, when it applies, how to report and calculate it as well as how to use it in tax planning.

Mark Mirsky, CPA, MST, CGMA

12:50pm - 2:30pm (Central Time)
$0.00

This session discusses various business valuation methods whether for a start-up, spin-off or acquisition at any stage. Many valuation methods exist. Which method is right? Which is the 'best' for a given business? Topics that will be covered include: the absolute single best metric, the cost of capital, the capital asset pricing model and weighted average cost of capital (WACC), valuation methodologies (income, asset and market approaches), discounted cash flow (DCF) and many more. CPAs and corporate financial managers can’t afford to miss this session.

Don Minges, MBA

Select One and Only One
2:45pm - 4:25pm (Central Time)
$0.00

"The Business Secrets of the Trappist Monks," by August Turak has been an unconventional business best seller. What makes the Trappist Monks successful? The short answer is the monks discovered an amazing secret: “it is in our own self-interest to forget our self-interest.” Just like every business, a Trappist monastery must be self-sufficient. Trappists are world famous for many products, from cheese to wool to, most famously, beer. If they do not sell their goods, they do not eat. The Trappists have learned the hard way many lessons that are effective for every business; honing their business skills for 350 years. This session will discuss key lessons applicable to any business.

Don Minges, MBA

2:45pm - 4:25pm (Central Time)
$0.00

This session will guide you through dozens of old and new planning ideas. Tools, checklists and examples illustrating the rules will be covered. Three broad topics will cover 15-30 planning tools and examples. Topics include:

  1. Planning ideas for the W-2 taxpayer
  2. Planning ideas for the small business owner
  3. Planning ideas for everyone

Mark Mirsky, CPA, MST, CGMA

2:45pm - 4:25pm (Central Time)
$0.00

Designed for accounting and finance leaders of any sized entity, private and publicly traded, this session will focus on improving an entity’s internal control structure and monitoring control compliance.

Mark Mishler, CPA, CMA

September 20, 2019

Select One and Only One
8:00am - 9:40am (Central Time)
$0.00

Volatility and complexity are the new normal. Most organizations are drowning in data but starving for information. The finance and accounting function has the opportunity to leverage big data and the continuum of analytics – descriptive, diagnostic, predictive and prescriptive. All are useful for better decision making. Collecting, validating and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales and supply chain managers in applying analytics. How can the CFO’s function catch up? Understand how business intelligence (BI) and business analytics (BA) can help you make sense of your organization's data.

Gary Cokins, MBA, CPIM 

8:00am - 9:40am (Central Time)
$0.00

Hot off the press, this session will cover the recently released Statements on Auditing Standards (SAS) 134, "Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audits of Financial Statements" and SAS 135, "Omnibus Statement on Auditing Standards – 2019." Auditors need to know about these changes and all businesses should know what impact the guidance will have on currently undisclosed related party transactions.

Mark Misher, CPA, CMA

8:00am - 9:40am (Central Time)
$0.00

This session will include discussions of the new law, the interaction of the new low C corporation tax rate and the 20% flow-through QBI deduction, as well as multiple entities.

Mark Mirsky, CPA, MST, CGMA

Select One and Only One
9:55am - 11:35am (Central Time)
$0.00

Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 

21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Current methods bring truly accurate fact-based costing visibility, tracing costs and identifying cause-and-effect relationships rather than broadly allocating overhead. This information provides the ability to reveal the true profit margins for products as well as for specific sales channels and customers. Removing the barriers caused by your current management accounting techniques can provide huge rewards.

Gary Cokins, MBA, CPIM

9:55am - 11:35am (Central Time)
$0.00

The financial statement fraud case studies that will be discussed in this session will provide great insights into who commits fraud, motivations to commit fraud, red flags and common fraud activities.

Mark Mishler, CPA, CMA

9:55am - 11:35am (Central Time)
$0.00

View several completed Forms 3115 illustrating the new accounting method rules and limits and how to change to the cash method of accounting from the accrual method.

Mark Mirsky, CPA, MST, CGMA

Select One and Only One
12:20pm - 2:00pm (Central Time)
$0.00

The annual budgeting process is often criticized as a fiscal exercise done by the accountant that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these deficiencies using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to create rolling financial forecasts extending beyond the fiscal year end. Learn how managerial accounting can become managerial economics.

Gary Cokins, MBA, CPIM

12:20pm - 2:00pm (Central Time)
$0.00

Attend this session for the most current guidance for the new Section 179 rules, the new bonus depreciation rules; the new Qualified Improvement rule; and the new luxury car depreciation rules.

Mark Mirsky, CPA, MST, CGMA

12:20pm - 2:00pm (Central Time)
$0.00

Get the latest changes on compilation and review services and issues associated with providing preparation services.

Mark Mishler, CPA, CMA

Select One and Only One
2:15pm - 3:55pm (Central Time)
$0.00

This session will guide you through dozens of old and new planning ideas. Tools, checklists and examples illustrating the rules will be covered. Topics include:

  • Lost deduction for employee business expenses
  • Limit on itemized deductions for taxes
  • The new interest deduction rules
  • Fringe benefit tools for the small business owner
  • Retirement planning tools including appropriate uses of and modifications allowed for various types of plans
  • Attributes of various entity types including wages versus dividends and the 20% flow through deduction

Mark Mirsky, CPA, MST, CGMA

2:15pm - 3:55pm (Central Time)
$0.00

Obtain an overview of recent FASB updates to accounting standards. ASUs with broad application will be covered in detail. A quick synopsis of other ASUs will be provided.

Mark Mishler, CPA, CMA

2:15pm - 3:55pm (Central Time)
$0.00

Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate performance management (CPM) seamlessly integrates many techniques including strategy maps and a balanced scorecard. Together they align manager and employee behavior, actions and priorities using key performance indicators (KPIs) with specific targets to enable accountability.

Gary Cokins, MBA, CPIM

Instructors

Donald Minges

Show Bio

Don Minges is a fractional CFO who worked in diverse industries at various stages of development. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity for several growing firms and has also invested equity capital into promising businesses. He has served on the Board of Directors of many firms. Mr. Minges graduated with highest honors from the Fuqua School of Business at Duke.

Mark W. Mirsky

Show Bio

Mark Mirsky is a licensed CPA in Illinois with in-house corporate accounting experience and has worked in both large and small accounting firms. He has a Master's in Taxation from University of Illinois, Urbana-Champaign.

In 2004 Mark co-founded ROI Business Services, LLC, where he leads tax and management advisory services. With a focus on partnerships, S-corporations, C-corporations, and multi-state taxation, Mark provides assistance for business startups, the acquisition and disposition of businesses, international taxation, and real estate. Mark works with businesses and organizations across the country and around the world, including manufacturing/distribution, technology and web-based, and construction companies, as well as service firms and medical practices. He also works with individuals providing tax planning. Mark's background includes working in the international tax group at one of the largest accounting firms in the world and for two middle-market firms focusing on closely held businesses, serving as a firm-wide resource for partnership and multistate taxation

Gary Cokins

Show Bio

Gary Cokins, MBA, CPIM, is an internationally recognized author and speaker. He spent 30 years working with the consulting practices of Deloitte, KPMG, EDS and SAS. Gary has a BS in Industrial Engineering from Cornell University and an MBA from Northwestern University’s Kellogg School of Management. His most recent books are "Performance Management: Integrating Strategy Execution, Methodologies, Risk and Analytics" and "Predictive Business Analytics published by Wiley and Sons."

Mark Mishler

Show Bio

Mark D. Mishler, CPA, CMA, licensed as a CPA in Ohio, has been a discussion leader and has authored courses for Loscalzo Institute, a Kaplan company, for seven years. Mark’s career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer global finance and operating leadership roles with publicly traded and private equity companies. His prior companies include Breeze-Eastern, General Electric Healthcare, Fedders Corporation, Amcast Industrial Corporation, Witco, Siemens Medical, Dun & Bradstreet, and WR Grace. Mark is currently providing fractional CFO services to small companies that do not need a CFO every day and to large companies that have project needs, such as acquisitions, improving customer or product profitability, raising capital, and financial reporting. With more than 29 years’ experience in finance and accounting for global manufacturing companies, Mark secured debt and equity financing, as well as wrote SEC Form S-1 and presented at equity road shows for an IPO. He led global information technology enterprise systems implementations, and eveloped and implemented activity-based costing. Mark managed finance and accounting for 40 plants in 30 countries simultaneously and led due diligence, negotiation, structuring, valuation, synergy realization, and integration for more than 25 acquisitions. Mark leads financial planning and analysis, budgeting and forecasting; ensures financial integrity and regulatorycompliance; partners with operating managers to improve profitability and cash flow, and optimize the balance sheet; raises debt and equity capital, and develops stakeholders’ confidence in the company. Functionally, he managed finance, financial and managerial accounting, auditing, treasury, tax, SEC reporting, SOX compliance, information technology, human resources, strategic planning, and risk management, including currency, raw materials, and interest rate swap hedging. Mark has been an Adjunct Professor of Global Management, Finance, and Accounting for over 20 years, teaching at the graduate and undergraduate levels. He has taught CMA review, graded the CMA exam, and written questions for the CPA exam. He has been published in finance and accounting journals, most recently in the March 2017 Journal of Accountancy writing about foreign currency’s impact on global business. In 2014, he was a finalist for New Jersey Biz magazine’s CFO of the Year. Mark earned two bachelors’ degrees in chemistry and biology from Indiana University and his MBA from the University of Michigan. He is a Certified Public Accountant and a Certified Management Accountant.

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