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

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.

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.