Wipfli Annual Alumni & Friends CPE Event

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Wipfli Annual Alumni & Friends CPE Event

12/8/2021 11:30 AM - 07:00 PM (ET)

Join Wipfli for an afternoon of power learning and networking!

Learn more about timely and relevant business topics that are deeply impacting organizations today.

The speakers, topics, value-added information and making and renewing personal connections will make this event one you will not want to miss. CPE credit is available. We hope you can join us!

Agenda:

11:30 a.m. – 12:00 p.m. - Registration and check-in
12:00 – 12:30 p.m. – Lunch and opening comments
12:30 – 1:30 p.m. – A&A and tax updates, John Erwin, Houston Holmes
1:30 – 2:30 p.m. - Leading through the generations, Tina Nazier
2:30 – 2:40 p.m. – Break
2:40 – 3:40 p.m. – Digital transformation for your organization: Creating a frictionless experience for your clients and employees, Zak Dabbas
3:40 – 4:40 p.m. – Is your business transferable?, Brian Goodhart
4:40 – 5:00 p.m. – Wipfli firm update
5:00 – 7:00 p.m. – Social 

Attendance at this event is limited, and registration will close on Tuesday, November 23, 2021.

Sessions

A&A and tax updates, John Erwin, Houston Holmes

Often, it seems as though the accounting profession is changing faster than we can keep up. In this presentation, our speakers will discuss recently issued or effective guidance as well as current accounting, auditing and tax issues. With a focus on the big picture and what you need to know now, they’ll cover a wide range of topics and give attendees a look at the most prevalent issues to keep in mind for the upcoming year.

Learning objectives:

• Review Accounting Standards Updates effective for 2021 financial statements and beyond.
• Review accounting issues related to the Employee Retention Credit (ERC) and the Paycheck Protection Program (PPP).
• Discuss tax planning tips and key considerations for businesses and individuals.

Leading through the generations, Tina Nazier

Whether you are an emerging leader or have been leading for a while, this is a must-join session. We have to learn to work together to achieve business goals. And sometimes the past impacts the future. In this session, we will explore the opportunities to bring multiple generations together for the greatest impact to the business.

Learning objectives:

• Explore the characteristics and strengths of each generation.
• Identify how to work together during rapid change.
• Discuss where generations collide and collaborate.
• Identify strategies and tactics for successfully developing and coaching top next-generation talent.

Digital Growth and Transformation: Future-proofing your organization with a user-first mindset, Zak Dabbas

Digital has already revolutionized the way organizations of every shape and size conduct business, manage their operations, and engage. No one is immune to the disruptive threats—and tremendous opportunities—available through digital. In this session, we’ll explore the user-first mindset that must be present to unlock the true potential of digital within any organization.

Learning Objectives:

• Understand how to start thinking about a digital strategy
• Empower you to approach conversations around digital
• Challenge you to think about digital from a user-first perspective

Is your business transferable? Brian Goodhart

After building a thriving business, entrepreneurs often hope their companies will perpetuate into the future. No matter which path an owner chooses for their business, transferable value is the common denominator of a successful transition. Truly understanding your business and its value goes beyond numbers. Whether the business is a newly launched startup or getting ready to plan an exit strategy, now is the perfect time to understand the transferability characteristics of your company.

Learning objectives:

• Understand the transferability characteristics of a company.
• Acquire actionable thoughts and ideas that unlock transferable attributes.
• Identify how to embed transition planning into the overall business strategy.
• Recognize how COVID-19 has impacted business transition planning.
• Gain insight into and perspective on the future of business transitions.

CPE credit

Advanced preparation: None
Level: Basic  
Prerequisite: None
Field of study: Accounting (1 hour), Information Technology (1 hour), Specialized Knowledge (2 hours)
CPE: 4 credits
Instructional delivery: In person
Program cost: No fee

• Learning objectives:
• Get an update on recently issued or effective guidance as well as current accounting, audit and tax issues.
• Understand the need for each generation and identify strategies and tactics for successfully developing and coaching top next-generation talent.
• Review the potential in organizations for digital transformation.
• Understand the transferability characteristics of your company and how to embed transition planning into your overall business strategy.

CPE

National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.NASBARegistry.org.

For more information regarding administrative policies, such as complaint and cancellation policies, please contact Kim Taylor at 404 420 5691 or kim.taylor@wipfli.com.