James D. Martin, CPA, CGMA, MAcc
Owner / Martin & Co, CPA, PC , Dunwoody, GA

Karen B. Fortune, CPA, CFF, CGMA, MAc
Managing Partner / IAG Forensics & Valuation , Atlanta, GA

Richard Walker
Greenberg Traurig, LLP , Atlanta, GA

Focus on the critical topic of conducting internal investigations of fraud within organizations. Led by industry experts with extensive experience in fraud detection and prevention, discuss the different types of fraud and common red flags; best practices for conducting internal investigations; legal considerations and compliance requirements; utilizing technology and data analysis in fraud detection; case studies and real-world examples and strategies for preventing fraud in the future.

Boyd E. Search, MBA, CAE
The Georgia Society of CPAs , Atlanta, GA

Kevin Wang, CPA, CITP, CGFM
Warren Averett, LLC , Birmingham, AL

Elizabeth Peuster
South Carolina Association of CPAs , Cayce, SC

Join us for a dynamic panel discussion featuring leading experts as we delve into AI's exciting and sometimes disruptive advancements in accounting. Gain insights from experienced professionals at the forefront of AI integration in accounting. Uncover how AI is impacting practice operations. Learn how AI can boost efficiency, enhance accuracy and unlock new strategic capabilities for your firm. Discuss potential disruptions and how accountants can adapt and thrive in the evolving landscape.

Melisa Galasso, CPA, CSP, CPTD
Galasso Learning Solutions LLC , Charlotte, NC

Examine the effective GASB standards this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. Study the NFP side of the house, looking at the Accounting Standard Updates issued by the FASB that impact nonprofit entities, focusing on CECL. Review the 2024 Yellow Book changes impacting nonprofit and governmental entities.

Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

The IRS is increasing scrutiny in many areas, including conservation easements, Employee Retention Credits, self-employment taxes for limited partners, foreign assets and activities, high-income taxpayers, abusive trusts, tax insurance, and elsewhere. Identify and discuss recent tax cases, administrative rulings and other key developments.

Leah Donti, CPA, MBA
President & Founder / Advantage Montreal Seminars Inc. , Laval (Quebec), ZZ

The top disruptors facing the CPA profession are Robotic Process Automation (RPA), Artificial Intelligence (AI) and data analytics. Explore these topics and how the work of the CPA in industry and public practice is changing in today's fast-paced business environment. Using intelligent automation, learn how organizations reshape traditional finance processes to drive efficiency and insights.

Stephen Bione
CrossCountry Consulting , McLean, VA

Modern data governance requires a holistic approach across finance, risk, IT and other departments. It can be a daunting, unattractive pursuit. However, with the correct methodology and a laser-focused approach to creating value for the business, data governance can be achieved in manageable phases that generate a return on investment at every step.

Senior Manager Todd Cooper
CPA.com , New York, NY

Delve into the dynamic realm of Client Advisory Services (CAS) and explore proven strategies to elevate your firm's capabilities. Cover the essential components of CAS, from building client relationships to leveraging technology for maximum efficiency. Learn how to position your firm as a trusted advisor, offering valuable insights and guidance to your clients. Discover innovative approaches to delivering proactive and strategic advice that drives growth and profitability.

Johnny Lee
Forensic, Investigative & Dispute / Grant Thornton LLP , Atlanta, GA

Discuss digital assets and the skills required to understand blockchain transactions, ownership, custody, and existence. Cover the basic architecture of blockchains, valuable insights into how blockchain technologies are appropriately applied, and how to interrogate the distributed ledgers intrinsic to these blockchain architectures.

Arthur Auerbach, CPA, CGMA
Arthur Auerbach CPA , Atlanta, GA

Frank O'Connell, J.D., LL.M
Of Office Tax Policy / Georgia Department of Revenue , Atlanta, GA

Darcy Pyle
Assistant Director, Taxpayer Services / Georgia Department of Revenue , Atlanta, GA

Stay ahead with the latest insights and updates from the Department of Revenue. As the regulatory landscape continues to evolve, accounting professionals must remain informed and equipped to navigate the complexities of taxation effectively. Join us for an in-depth exploration of recent developments, updates, and initiatives directly from the Department of Revenue representatives.

Tim Naddy, CPA, CFE
CFO and Professor / Savannah Bananas , Savannah, GA

Examine the thinking and practices of the Savannah Bananas' Fans First culture for ways to integrate into your professional space (Solve). Generate innovative initiatives from which creative business leadership will thrive across your client spectra (Evolve). Employ alternative methods to connect with those you serve daily (Entertain). Understand the importance of "being seen" to recognize the value of a moment.

Ann Campbell, CPA, CIA
Drake Accounting Software , Franklin, NC

Explore the change in the scope of security within the tax office landscape, the obligation tax professionals have to protect taxpayer data, and what this looks like in the form of a Written Information Security Plan, or WISP. Understand the FTC Safeguards Rule; identify the basic steps to data security; outline how to create a WISP; examine signs of data theft; and examine steps to take if you are a victim.

John H. Higgins, CPA.CITP
Higgins Advisory, LLC , Rochester Hills, MI

Bitcoin, the original cryptocurrency, was released in 2009. After 15 years, the cryptocurrency market consists of over 5,000 unique coins/tokens, with a market capitalization of over 1.5 trillion as of January 1, 2024. Receive an update on the cryptocurrency market and the blockchain technology that supports it.

Melisa Galasso, CPA, CSP, CPTD
Galasso Learning Solutions LLC , Charlotte, NC

Quality management will have a significant impact on CPA firms. Discuss SQMS 1 and 2 and the related engagement level standards (SAS 146 and SSARS 26). The new standards will require a risk-based approach to quality management and the documentation of an information and communication process.

Arthur Auerbach, CPA, CGMA
Arthur Auerbach CPA , Atlanta, GA

Anson Asbury, J.D., LL.M.
Asbury Law Firm , Decatur, GA

Art and Anson will bring their popular podcast to SEAS. Art will discuss the latest tax preparation and tax accounting trends, and Anson will cover developing legal issues that may impact your next filing season or audits your clients might face.

Leah Donti, CPA, MBA
President & Founder / Advantage Montreal Seminars Inc. , Laval (Quebec), ZZ

Given current technology trends, accounting and finance professionals will work in vastly different finance departments in the not-so-distant future—both in terms of who will be doing the work and how that work will be done. Discover how the finance function is evolving in response to digital transformation. See what the financial close will look like in the year 2030. Using automation, learn how organizations reshape traditional finance processes to drive efficiency and insights.

Gary R. Nelson, CPA, CISA,CISSP,FIP
Principal / Schellman & Company, LLC , Tampa, FL

Dive into the pivotal implications of the SEC Cybersecurity Final Rule for CPAs, unraveling its intricate requirements and impacts on financial reporting. From data protection mandates to disclosure obligations, this session equips CPAs with essential insights and practical strategies to ensure compliance and fortify cybersecurity frameworks in an era of heightened regulatory scrutiny.

John H. Higgins, CPA.CITP
Higgins Advisory, LLC , Rochester Hills, MI

ChatGPT is the fastest-growing application in the history of technology, with over 100 million users adopting it within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry and profession. As "knowledge workers," CPAs and CFOs are positioned to be prime beneficiaries of this technology. Discuss how ChatGPT can be accessed and applied to various practical accounting, finance, and tax scenarios. Bring your laptop.

Gary L. German, CPA
G.L. German Forensic Accounting, LLC , Hendersonville, NC

Fraud is big business. By some estimates, over $1 trillion is lost yearly to fraud and theft. Nevertheless, most fraud goes undetected. Or does it? Explore such topics as the "ethics" of fraud. Learn to quantify a business' appetite for fraud and why audits don't find fraud. Examine the speaker's matrix approach to forensic accounting: a combination of financial analysis and the inferential context to detect and investigate fraud.

Faye Sykes, NSSA, CLTC
Social Security Benefit Planners, LLC , Atlanta, GA

Embark on a comprehensive journey into Social Security benefits in 2024. Uncover the most recent developments, eligibility requirements and effective strategies to optimize benefits. Strategic planning for the future is crucial, whether planning for retirement, disability, or considering survivor benefits. Join us for valuable insights to empower you and your clients to make well-informed decisions regarding this vital government program.

Bruce H. Henderson, J.D.
Phelps, Jenkins, Gibson & Fowler, L.L , Tuscaloosa, AL

Cover significant updates, such as the new federal overtime minimum salary to be "exempt," the Pregnant Worker Fairness Act and the PUMP lactation law, whether employers can mandate DEI training for employees, the status of the "joint employer" and "independent contractor" rules, new federal proposals for a 32-hour work week and two weeks of paid family leave, modifications to employee handbooks, and other topics that you need to know to advise your clients.

Damyan Dimitrov, CPA, MBA
LedgerWay , Atlanta, GA

The accounting industry is shifting towards digital solutions, making a software-centric approach crucial. Learn to reduce hardware costs with cloud computing and SaaS models. Certifications in software proficiency, cybersecurity and data privacy are essential for credibility. Navigate risks with strategies for data breaches and workforce skill development. Examine a roadmap for CPA firms, including a technology audit and leadership's role in fostering innovation.

Nolan Nichols
A Million Dreams , Washington, DC

In a world where rapid technological advancements and shifting markets create constant headwinds, finding effective strategies to navigate the turbulence is crucial. Examine a framework based on five practical mindset changes designed to help you discover purpose, build "day-tight" compartments, invest in relationships, take joy in the journey and elevate peaks. By embracing these principles, you can create a more purpose-driven life and lead your teams with resilience.

Duncan Will
CAMICO Mutual Insurance Co , San Mateo, CA

CPAs have a responsibility to conform to the rules of professional conduct. However, it is essential to understand in today's environment how adhering to the profession's ethical responsibilities might sometimes place you in the middle of a potential liability problem. Identify some of these situations and how to steer through them successfully.

Jennifer Louis, CPA
Emergent Solutions Group , Charlotte, NC

It is estimated that organizations may lose up to five percent of annual revenues due to fraud. As our operating environment constantly shifts, so do the trends with fraud schemes. Receive the latest information to help organizations identify and mitigate shifting risks related to misappropriation of assets and fraudulent financial reporting.

Joshua Jenson
Joshua Jenson, CPA, PC , Edmond, OK

The IRS has dissected how we view the tax structure of S-Corporations and Partnerships; we need to rethink how we move forward with every single business to ensure continued sure-footedness and avoid future pitfalls if caught sleeping at the wheel. Tax matters covered will be driven towards the ever-increasing IRS disclosure requirements and new tax forms related to pass-through entity tax matters, including passive and nonpassive activities, the soon-ending Qualified Business Income (QBI), basis matters and additional areas possibly leading to new areas of concern for the IRS.

Christopher A. Fellows, CFA
Fountain Gate Advisors , Atlanta, GA

Join this panel discussion discussing color on the state of the debt markets, risk appetite between regulated banks and private credit lenders, observations from the 1H of 2024 and the outlook for the rest of the year. The session will begin with a primer/refresher on key terms, debt types, and differences between typical terms across different classes of lenders.

Jonathan Kyle
LockStep Technology Group , Peachtree Corners, GA

Discover the evolving landscape of cybersecurity threats targeting accounting firms. Explore real-world case studies illustrating the vulnerabilities faced by financial institutions, coupled with proactive strategies to mitigate risks. Arm yourself with the latest knowledge and tools to safeguard sensitive data and maintain client trust in an increasingly digital world.

Dawna Boone, CPA
Embark , Atlanta, GA

Michael Landers, CPA
Embark , Atlanta, GA

Mack Martinez, CPA
Embark , Atlanta, GA

Dive into audit readiness insights and best practices you'll only get from veterans of the Big 4 audit front lines, featuring practical solutions to everyday challenges, not to mention time-saving techniques and ways to address team member burnout.

Sara Watson, CPA
Forvis Mazars , Charlotte, NC

Examine the pathway to successfully adopting technology in your financial statement audit. Learn how to embrace technology in your audit successfully and how your client's technology directly impacts what technology you use. Understand technology limitations and opportunities with real-life examples and when your audit should change from substantive testing to control testing.

Anne T. Hall, Esq. LL.M
Hall Benefits Law , Atlanta, GA

The DOL recently finalized a rule that makes it more difficult for an employer to classify someone as an independent contractor rather than an employee. Employee status comes with benefits companies are not required to provide independent contractors, such as retirement plan participation and health care coverage. Learn more about how the expanded independent contractor rules impact retirement plans, applicable large employer status under the ACA, retroactive claims for misclassification and even executive recruiting.

Jennifer Louis, CPA
Emergent Solutions Group , Charlotte, NC

Organizations are challenged with identifying, evaluating and responding to various risks. Discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals, including embedding an awareness of risk and uncertainties when preparing financial statements. 

Calvin J. Wong, CPA, CISSP
Director of IT / The Georgia Society of CPAs , Atlanta, GA

Receive a high-level technology review that includes a breakdown of the current trends in hardware, software and policies while providing a look forward to upcoming innovations that may affect our businesses and daily lives.

Sean Bailey, CPA
AssurancePrep, Inc. , Toronto, ZZ

Explore how outsourcing can effectively be integrated into your firm's delivery model to improve the experiences of your clients and team members. Learn from an outsourcing industry pioneer what works and what does not. This session is intended for those new to outsourcing and those who have already adopted an outsourcing delivery model. 

James D. Martin, CPA, CGMA, MAcc
Owner / Martin & Co, CPA, PC , Dunwoody, GA

Cover the significant provisions of the most recent and proposed pronouncements from the FASB, the Private Company Council, the Auditing Standards Board, and the Accounting and Review Services Committee, as well as an extensive discussion of the new leasing standard.

Joshua Jenson
Joshua Jenson, CPA, PC , Edmond, OK

Tax laws are moving, with many sunsetting in the next 24 months. The priority for tax planning requires awareness of where we are now and what is to come. This year could be the most pivotable year to best position the continued rollout of the ever-expanding new tax laws from the Inflation Reduction Act and the Secure Act 2.0 coupled with the expiring tax laws from the Tax Cuts and Jobs Act (TCJA), as well as the CARES Act. Also covered will be recent developments from the IRS and the Tax Court.

Jameson A. Miller, CPA, CISA
Mauldin & Jenkins CPAs LLC , Chattanooga, TN

Jon D. Hightower, CCSFP, CHQP, CISA
Mauldin & Jenkins CPAs LLC , Raleigh, NC

Jason Smith, CISSP, CISA, CISM
Internetwork Engineering , Charlotte, NC

Kate Kliebert
Kliebert Law, PLLC , Charlotte, NC

Managing vendor and supply chain risks has become paramount for organizations across industries in today's interconnected business landscape. Join our panel of seasoned experts as they delve into the intricacies of effectively mitigating these risks, from cybersecurity vulnerabilities to compliance challenges and legal ramifications.

Chris Menard, MCT
Chris Menard Training , Marietta, GA

Dive into Excel data analysis, master the art of PivotTables for summarizing data, Flash Fill for speedy data entry, and sorting and filtering for optimal data organization. Learn to apply advanced filters and functions for deeper insights and create impactful charts to visualize your findings.

Jonathan Lokhorst, CPA, PCC
Lokhorst Consulting , Andover, MN

Elevate your leadership effectiveness and organizational impact by fine-tuning these core leadership skills. Recognize the barriers to your efficacy and reshape your mindset to gain confidence and become more proactive as you lead your team. Explore practical tools to optimize productivity, cultivate talent, inspire ownership, and free up more of your time to focus on crucial leadership functions like strategic thinking, innovation, and critical problem-solving.

James D. Martin, CPA, CGMA, MAcc
Owner / Martin & Co, CPA, PC , Dunwoody, GA

Agreed-upon procedures engagements are one of the most underutilized services that CPAs perform. New SSAE 19 "Agreed-Upon Procedures Engagements" is available to be utilized right now (effective for reports dated on or after July 15, 2021, with early application okay). This new way of performing agreed-upon procedures is infinitely more efficient for the practitioner without sacrificing user value. 

Dom Megna
PricewaterhouseCoopers, LLP , New York, NY

Analyze how GenAI can help transform the tax function by enhancing processes, expanding the capabilities of tax professionals and driving increased value for organizations. Examine various use cases and highlight the opportunities, challenges, risks and other considerations regarding adopting GenAI. 

Domonic Purviance
Federal Reserve Bank of Atlanta , Atlanta, GA

Explore the latest trends and forecasts shaping global financial landscapes. Delve into dynamic market shifts, regulatory changes and emerging opportunities crucial for informed decision-making. Gain invaluable insights to navigate the ever-evolving economic terrain and stay ahead in today's fast-paced world.

Chris Menard, MCT
Chris Menard Training , Marietta, GA

Microsoft Copilot is your AI-powered sidekick within Microsoft 365, enhancing productivity across key apps. In Excel, it interprets data trends and automates tasks. Word benefits from its advanced writing assistance. PowerPoint presentations become more engaging with their creative input. Within Teams, collaboration is streamlined, ensuring efficient communication. Copilot is the future of work, redefining how tasks are approached and completed in the modern digital workspace.

Luv Mirani
Robert Half International Inc , Atlanta, GA

With four generations of professionals in the workplace today, each group, shaped by different experiences and trends, has its general preferences, priorities and needs. Discuss critical facts about today's workforce and their impact on how managers hire, motivate and retain skilled professionals.

Kathryn M. Fletcher, CPA, MBA, CGMA
Quality Control Partner / Draffin & Tucker, LLP , Atlanta, GA

Ian M. Waller, CPA, CIA, CISA
Nichols, Cauley & Associates, LLC , Peachtree Corners, GA

Join us for a collaborative roundtable discussion for accounting and auditing CPA professionals. Engage in dynamic conversations exploring industry trends, best practices, and emerging financial reporting and assurance services challenges. The roundtable provides a unique opportunity to share experiences, exchange insights and network with peers to enhance skills and stay ahead in the ever-evolving accounting landscape.

John W. Hackney, CPA
Partner / Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Join a focused roundtable for CPAs specializing in tax, where industry professionals exchange insights and strategies for navigating the dynamic tax landscape, optimizing client solutions, building advisory services, and addressing compliance challenges.

Theresa T. Scales, CPA
Controller / Robert W. Woodruff Library of the AUC , Atlanta, GA

Gather around the table for an insightful roundtable discussion tailored for business and industry CPAs. Engage in a collaborative exchange of ideas, experiences, and best practices specific to corporate finance's unique challenges and opportunities. From navigating regulatory landscapes to optimizing financial strategies, join fellow industry professionals in exploring innovative approaches to driving growth and success in the dynamic business environment.

Jonathan Lokhorst, CPA, PCC
Lokhorst Consulting , Andover, MN

Join us for a crucial discussion on attracting and retaining talent in the accounting profession.