Wipfli annual alumni & friends CPE event

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Wipfli annual alumni & friends CPE event

10/19/2022 11:30 AM - 06:30 PM (ET)

Join Wipfli for an afternoon of power learning and networking.

With our speakers, topics and value-added information, you won’t want to miss this event. Come make and renew personal connections, and learn more about timely and relevant business topics that are deeply impacting organizations like yours today.

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 and Houston Holmes, Wipfli
• 1:30–2:30 p.m.: Lessons from a milkshake: A perspective on innovation and competition, Luis Murgas, Wipfli
• 2:30–2:40 p.m.: Break
• 2:40–3:40 p.m.: Wall Street vs. Main Street: How changes in the stock market may or may not impact the value of your business, Lisa Cribben, Wipfli
• 3:40–4:40 p.m.: Wealth management techniques for any weather, Jeff Juday, Creative Planning
• 4:40–5:00 p.m.: Wipfli firm update
• 5:00–6:30 p.m.: Networking

Attendance at this event is limited, and registration will close on Tuesday, October 11, 2022.

Sessions

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

Often, it seems as though the accounting profession is changing faster than we can keep up. In this presentation, our speaker 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, we’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.

Lessons from a milkshake: A perspective on innovation and competition, Luis Murgas, Wipfli

Despite the increasing presence of digital tools in everyday life, the challenge of technology adoption remains a common problem in business. Often, many dollars invested in new technologies are wasted when adoption rates are low. We’ll discuss how to assess and mitigate the challenges associated with adopting new tech solutions in your organization.

Wall Street vs. Main Street: How changes in the stock market may or may not impact the value of your business, Lisa Cribben, Wipfli

Since its inception, the stock market indices (e.g., Nasdaq, S&P, Dow) have been notoriously volatile. The erratic and sometimes irrational movement of the stock market indices can be impacted by daily news cycles, investment supply and demand, current investor perception, and even computer modeling that buys and sells stock in the same day. The ease with which individual shares can be traded has impacted this volatility. This same dynamic does not happen when you are selling shares in a closely held business where transactions move at a much slower pace. However, the same types of economics that affect the value of a publicly traded business do impact the value of a closely held business. In this presentation, we will delve into the trends in the stock market and how it can correlate and not correlate to the EBTIDA multiples, plus what business owners can do to maximize value. 

Wealth management techniques for any weather, Jeff Juday, Creative Planning

No matter what the current market looks like, there are wealth management techniques that investors can be leveraging. In this presentation, learn about common investor mistakes, building a portfolio based on a plan, key techniques for any weather, alternative investments and the art of coordinating estate planning with portfolio management.

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.
• Recognize the main factors that contribute to poor technology adoption.
• Learn what a business owner can do to maximize business value.
• Understand wealth management techniques that can be leveraged no matter how the market is performing.

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.

Speakers

• Lisa Cribben, Wipfli
• John Erwin, Wipfli
• Houston Holmes, Wipfli
• Jeff Juday, Creative Planning
• Luis Murgas, Wipfli