macpa management information & business show

7/30/2019 MACPA Management Information & Business Show

1/12

New Lower Pricewith E-materials

Mgm Imi& Bsiss ShwWednesday, June 26 & Thursday, June 27, 2013Suburban Collection Showplace, Novi

Waves of Change

We traCk It for youYou can trust in us, MACPA education will qualify for CPE credits. Did you know CPE credit you earn atMACPA events is automatically added to your personal CPE Tracker? MACPA members access yourTracker anytime www.michcpa.org/MyCPE

rcmm CPe Ci (ch ): 8 hs (ics accig & aiig ehics)

G Spss:


2/12

Join the MACPA for the largest accounting trade show in Michigan! The conferences are packed full of information ontopics including technology, tax, nancial planning, ethics and accounting and auditing as well as great food, games and

prizes. Dont miss the opportunity to meet with your colleagues and check out dozens of exhibitors with a focus on CPAs.

reGISter onlIne today!www.michcpa.org/MIS23 or call 1.855.594.4273. For a printable registration form for this conference visitwww.michcpa.org/mis23regform. Day One Course Code: MIS2, Day Two Course Code: MIS3

reMeMBer - tHe CPe rePortInG deadlIne IS June 30tH. Get tHe detaIlS atWWW.MICHCPa.orG/CPerequIreMentSNote: Only 50% of your CPE hours can be earned through self study as indicated by Michigan Administrative

Rule 338.5218.

CuStoMIzaBle ConferenCeAs your benet of attending a MACPA conference, you are able to customize your experience! Choose yourpreferred sessions and based o that and the preferences of other registrants, we arrange the schedule so you getthe topics most important to you.

When registering, please choose fourteen of your preferred choices of breakout sessions (A-ZZ) each day. You willbe assigned to eight sessions each day.

event PrICInG (eaCH day)Price with E-materials: $149 MACPA Member/ $249 Non-Member

Price with paper materials (same as 2012 conference): $169 MACPA Member / $269 Non-MemberWalk-In Registration (paper materials only): $169 MACPA Member / $269 Non-Member

Suburban Collection Showplace | 46100 Grand River Avenue, Novi, MI 48374 | Phone: 248.348.5600Overnight accommodations are available at the Hilton Garden Inn, Novi (248.348.3840).

100% SatISfaCtIon GuaranteeMACPA delivers the highest quality educational experience. If you are not satised with your course, call us at1.855.594.4273. We will make it right.

Ws, J 26 & ths, J 27, 2013

NEW! E-Materials Save You Money!Because of your overwhelming requests for electronic materials, the MACPA is excited toannounce the move to an e-material system which will cut down on our 4 million paper copiesper year. This move has an exciting benetwe can transfer the savings to you! By utilizinge-materials we are able to save you $20 on 2013 conferences and seminars. You can still requestpaper materials for an additional $20 (Result: In most cases the conference is the same price asthe 2012 event!) For more information with instructional videos on how to use e-materials visitwww.michcpa.org/ematerials .

E-MATERIAL CANCELLATION POLICY: Refunds or credit will not be given after e-materials have been downloaded andregistrant is responsible for full balance of the course and materials.

e-m

ateria

ls


3/12

Mgm Imi & Bsiss ShwWednesday, June 26 & Thursday, June 27, 2013 | Suburban Collection Showplace, Novi

aGenda (eaCH day)7:30 AM Registration & Refreshments8:00 AM Conference Begins with Breakout Sessions

9:00 AM Breakout Sessions9:50 AM Refreshments & Visit with Exhibitors

10:30 AM Breakout Sessions11:30 AM Breakout Sessions12:20 PM Buet Lunch

1:10 PM Refreshments, Visit with Exhibitors and Prize Drawings

1:50 PM Breakout Sessions2:40 PM Afternoon Refreshments2:50 PM Breakout Sessions3:50 PM Breakout Sessions4:50 PM Breakout Sessions5:40 PM Adjournment

SeSSIonS of IntereSt PuBlIC aCCountInG ProfeSSIonalS The New COSO Internal Controls Are Coming! Financial Statement Disclosures & Deciencies Shareholder/Operating Agreements and Compensation Matters for CPA Firms

BuSIneSS & InduStry ProfeSSIonalS Demonstrating Cost Leadership Its Not Just Managing Costs Oce Lease Considerations: Can You Get More for Less? Understanding the 2013 Health Care Reform Implementation Timeline

ProGraM HIGHlIGHtSTheres an ocean of opportunities at this years show! Make an investment in yourself and ride the waves of

change to stay aoat. Our educational programs give you important information to tackle todays constantlyevolving profession and the exhibitors oer you the solutions you need. This years event features:

More than 30 NEW topics to choose from this year A delicious lunch buet Gleaners Community Foo Bank will be back again this year bring your food donation or make a monetary donation

onsite for a chance to win a Meijer gift card. Last year, your donations provided 7,048 meals to those in need!

Plenty of time to meet with your peers and exhibitors with a chance to win exciting prizes

CANCELLATION POLICY: I you cannot attend a program or which you are registered, call, ax, e-mail or write the MACPA at once. Cancellations received at least fve (5) business days priorto the program date will be eligible or ull reund or a credit. Cancellations received less than fve (5) business days prior to the program date are subject to the ollowing ees: $50 servicecharge on 8-hour or longer courses, $20 service charge on hal-day events, $15 service charge on 2-hour events and a $10 service charge on 1-hour events. Credit balance(s) maintained with theMACPA as a result o cancellations, that are not used within one (1) year o the cancellation date, will be considered oreited. Cancellations will not be accepted on or ater the program date.Substitutions will be allowed until the start time o the program without penalty.

E-MATERIALS CANCELLATION POLICY: Reunds or credit will not be given ater e-materials have been downloaded and registrant is responsible or ull balance o the course and materials.

Win Big When You Give Back!Gleaners Community Food Bank helps to ght hunger right here in Southeastern Michigan. TheManagement Information & Business Show Task Force is pleased to, once again, host a food

drive at this years Show to help give back to our neighbors. Last years donations provided7,048 meals to those in need.A representative from Gleaners will be present at both ays of the Show to accept your nonperishable fooditems and/or monetary donation. Everyone who onates will be entere in a rawing for a $25 Meijer gift car!I am proud to be part of a profession that gives so much back. More than7,000 meals provided is remarkableand I hope we can all rally around this great cause again and exceed last years donations.

- David Coy, Management Information & Business Show Task Force Chair

EXHIBIT HALL PASS - $10If you would like to meet with exhibitorsand connect with colleagues but dont

need CPE credit, for the FIRST time you cancome to the trade show for only $10 a day!You can be a part of the excitement Visitwww.michcpa.org/MIS23 for your 2013Exhibit Hall Pass!


4/12

Gol Sponsors:

Silver Sponsors: Bronze Sponsors:

Meia Sponsor:

MEET WITH EXHIBITORS (Partial Listing) - Exhibit Hall Hours 7:30 am - 1:50 pm daily

MARKETINGPRINTMAIL

Thanks To Our Event Sponsors Also Exhibiting:


5/12

*Qualies for Accounting & Auditing CPE hours ^Qualies for Ethics CPE hours

Breakout SessionsWhen registering online, please choose fourteen of your preferred choices of breakout sessions (A-ZZ) each day.You will be assigned to eight sessions each day.

ACCOuNTING & AudITING

A ] The Practical A&A upate*Hold on to your seats for this practical update of everything A&A. Find out about the latest FASB guidance, audit issues,private company nancial reporting and more. Youll learn how these changes aect you, your organization and your clients.

J. Russell Madray, CPA, CMA, CIA, CFM President, The Madray Group, Inc., Greenville, SC

B ] Compilation & Review upates*Join attendee favorite Russ Madray as he provides the most up-to-date information on the latest and proposedchanges to SSARS and compilation and review engagements. A not to be missed session.

J. Russell Madray, CPA, CMA, CIA, CFM President, The Madray Group, Inc., Greenville, SC

C ] SSAE 16 Reports The New SAS 70*The worlds transition to a global economy and increased reliance on service organizations amplied the need fora more uniform reporting standard. As a result, the Service Organization Control (SOC) framework and SSAE No. 16standards were developed. What have been some of the implementation issues of this change, and what benets (ordrawbacks) have you experienced because of it? Explore this development and what the changes continue to mean foryou, whether you rely on service organizations to process transactions or you utilize the reports as part of your audits.

Gregory H. Soule, CPA, CISA, CISSP, CFE Manager, Andrews Hooper Pavlik PLC, Auburn Hills

D ] XBRL - uncovering the Mysteries*eXtensible Business Reporting Language (XBRL) is a global standard that allows business professionals to moreseamlessly communicate information. As a global standard [technology] language for the electronic communication ofbusiness and nancial data, XBRL-formatted documents enable greater eciency, improved accuracy, comparability,and reliability, as well as cost savings to those involved in supplying and using nancial and business [data]information. XBRL has been and is in process of being implemented in over 30 projects across many countriesworldwide. Where did XBRL come from, how it can benet you and your business, and where is it heading in thefuture? Make sure you understand the importance of XBRL formatted information and its implications. The sessionutilizes various tools to demonstrate the power of XBRL data and to entertain an open dialogue.

Gregg H. Saunders Lead Taxonomist, XBRL US, Inc., Washington, DC

E ] IT Aits for Financial Statement Aitors*

Instead of evaluating an organization to assure standards are being met, an IT audit measures the managementcontrols within an IT infrastructure. Are you familiar with technological innovation process audits, innovativecomparison audits and technological position audits and the processes involved with each one? This session breaksdown common questions nancial statement auditors may have about IT audits. You dont want to miss it!

Greg Frazier, CPA.CITP President, Greg Frazier, CPA, PLLC, Detroit

F ] Internal Controls Where Are They Going & What does it Mean?*2013 marks the roll out of the Committee of Sponsoring Organizations of the Treadway Commission (COSO)s updatedinternal control framework. This new framework is intended to be a modern and more explicit approach. What aresome of the implementation issues with this shift and how can you make the transition as seamless as possible? Jointhis session to nd out!

James P. Martin, CMA, CIA, CFE Managing Director, Cendrowski Corporate Advisors, LLC, Bloomeld Hills

G ] data Analytics: A Powerfl Ait Tool*Many auditing professionals and teams share a common goal/objective to increase their understanding and use ofdata analytics as an audit tool. This presentation shows you how to do exactly that. Don Sparks, an expert on this topic,provides an overview of how independent and internal auditors can get from performing ad hoc sampling routines andprojects to executing coordinated, repeatable, continuous audit analytics that run automatically as scheduled.

Donald E. Sparks, CIA, CISA, CRMA, ARM Vice President Industry Relations, Audimation Services, Inc., Houston, TX


6/12

*Qualies for Accounting & Auditing CPE hours ^Qualies for Ethics CPE hours

H ] FIN 48 - State an Local Taxes*State income taxes can create complex nancial accounting issues. Hear how multi-state income taxes, impact your clients nancialstatements through FIN 48, Accounting for Uncertainty in Income Taxes. This session covers the state and local tax impact of FIN 48,including the complexity of state tax laws and the most recent changes and developments in state taxes, such as recent court cases,law changes, apportionment methodologies, economic nexus and other developments impacting FIN 48. This session clears up yourquestions and confusions on this complex issue!

Richard W. Spengler, CPA Senior Director - Multi State Tax Consulting, BDO USA, LLP, Grand Rapids (June 26th)Ralph R. Ourlian, CPA Director State & Local Taxes, PricewaterhouseCoopers, LLP, Detroit (June 27th)

I ] Accounting Issues for the Small Nonprot, Churches, Chambers and Other Things that GoBmp in the Night*Nonprot organizations face unique challenges and circumstances when it comes to balancing the books. Small municipalities,religious organizations and other small not-for-prot organizations have even more complications and exceptions. Join thisdiscussion to gain a better understanding of the governance responsibilities and accounting and reporting requirements forthese small entities.

Laurie L. Horvath, CPA Director, Not-for-Prot, Baker Tilly Virchow Krause, LLP, Southeld

Robert P. Seestadt, CPA Director of Accounting and Financial Management, Apparatus Solutions, Inc., Detroit

J ] Acconting Isses in Changes of Entity* (Jne 26th)If not properly prepared for, problems can arise when transitions occur in an organization. This session is designed to discuss

purchase accounting aspects involved during an entitys shift as well as impairment and accounting issues that may arise. Marc Carlson, CPA Senior Manager, Ernst & Young, LLP, Detroit Erick W. Marold, CPA Senior Manager, Ernst & Young, LLP, Detroit

K ] Lease Acconting for Big ANd Small Companies* (Jne 26th)What changes have taken place that can aect accounting for leases? Join this session to learn more about the lease accountingproposal and the steps companies should be taking now to prepare. This is a must-attend session for anyone in business. Thoseleases may lead to some surprises!

Catherine M. McNamara, CPA, CGMA Senior Manager, BDO USA, LLP, Troy

L ] Life in the Cloud and Its Eect on Accounting & Auditing* (June 26th)More and more businesses are dipping their toes into the world of cloud computing. Find out exactly what this entails and ifthis is the right option for you and your clients by exploring how it can assist you in complying with your accounting, auditing

and reporting requirements. Experience what life is like inside the cloud and the benets or drawbacks that come with it. Greg Frazier, CPA.CITP President, Greg Frazier, CPA, PLLC, Detroit

M] demonstrating Cost Leaership Its Not Jst Managing Costs* (Jne 26th)In todays business environment, its not enough to just manage costs. An eective nancial executive needs to demonstratecost leadership by rst insuring his or her organizations cost information is both accurate and relevant and then using thatinformation to 1) formulate an eective business strategy, 2) develop business metrics to insure that strategy is executed, and3) support the identication and execution of business process improvements. But the gains available through cost leadershipinitiatives can fail to materialize due to poor planning, ineective communication, lack of stakeholder buy-in, and unnecessarycomplexity. Overcoming these obstacles, however, will help an organization survive and grow in an ever more complex andcompetitive business environment.

Douglas T. Hicks President, D.T. Hicks & Co., Bloomeld Hills

N] Financial Statement Disclosures and Deciencies* (June 27th)This presentation discusses common problems in preparing certain disclosures that have resulted in peer review decienciesand comments. Common disclosures include related party transactions, pension plans, commitments and contingenciesincluding going concern, fair value including goodwill, subsequent events and taxes. Related sample disclosures are provided.

Christopher J. Harper, CPA, MBA Senior Manager, Hungerford, Aldrin, Nichols & Carter, PC and Visiting Instructor, Grand ValleyState University, Grand Rapids

O ] Employee Benet Plans - Whats New?* (June 27th)Administration of employee benet plans requires unique and complex procedures. Hear about Department of Labor (DOL)initiatives, and how they may aect your clients. Learn about errors that the IRS and DOL discover most frequently during theiraudits. Discuss how to advise your clients on trustee responsibilities and fee disclosure requirements

Paul P. Walter, CPA Managing Partner, Walter Boesky & Associates, PC, Southeld


7/12

P ] Sports & Entertainment Acconting* (Jne 27th)Jack walks you through the special accounting issues that come up with your sports and entertainment clients. Youll review andlearn how to practically apply the related standards.

Jack I. Zwick, CPA Senior Vice President of Finance, Florida Panthers Hockey Team (NHL) and Managing Member, Zwick &Banyai PLLC, Southeld

ETHICSQ ] Conicts of Interest in Income Tax Matters^

CPAs generally feel that they understand the meaning of conict of interest, but when asked to dene the conceptthey often become less certain. Conicts of interest may arise between the CPA and the client, or they may ariseas conicts between clients, making it important to identify potential issues on each engagement at the time it isundertaken. By using case studies, this session walks you through situations that may arise directly related to conictsof interest in tax practice. Also, review the related sections of the AICPA Code of Professional Conduct and IRS Circular230. Dont take that new tax client until you attend this session!

Raymond T. Rowe, JD Attorney, Raymond T. Rowe, PC, Troy (June 26th)

John M. Rickel, CPA, JD, CFA Managing Director, John M. Rickel, CPA, PC, Grosse Pointe Farms (June 27th)

R ] Ethics in the Workplace Case Studies in Discrimination & Sexual Harassment^At what point does the harmless oce banter cross the line? Our expert helps explain what work place discrimination or

harassment could look like, what to avoid and what to do about it. Explore possible oce scenarios and make sure you and yourteam understand the written, and unwritten rules to coexisting with coworkers as well as the related ethical rules.

Raymond T. Rowe, JD Attorney, Raymond T. Rowe, PC, Troy (June 26th)

Stephen H. Epstein, CPA Member, MACPA Professional Ethics Task Force (June 27th)

S ] Changes to the AICPA Professional Code of Conduct^This session helps you identify new and revised requirements to AICPAs Professional Code of Conduct as well as provides youwith the latest exposure drafts and upcoming projects. Also, discuss reasons for the changes as well as any modications todenitions, interpretations, and rulings.

Gary Leeman, CPA/ABV/CFF, CMC Gary Leeman, CPA, PC, Farmington Hills (June 26th)

John M. Rickel, CPA, JD, CFA Managing Director, John M. Rickel, CPA, PC, Grosse Pointe Farms (June 27th)

T ] The Ethics Thing Why it Matters More in Dicult Times^

When a rm/company is in a crunch, everyone looks for ways to cut corners ethics shouldnt be one of them! Learn how astrong ethics policy can help mitigate the chance for fraud, including goodwill impairment and changing bad debt reserves.

Gary Leeman, CPA/ABV/CFF, CMC Gary Leeman, CPA, PC, Farmington Hills (June 26th)

Stephen H. Epstein, CPA Member, MACPA Professional Ethics Task Force (June 27th)

FINANCIAL PLANNINGU ] Improving Participant Reslts in Participant directe Retirement Plans

While often sensationalized, the failure of the 401(k) can be directly traced to the fact that actuarial, portfolio, governance,and other specialized duties that were fully integrated into dened benet plans are now the responsibility of employees andHR/benet sta who are already working a full-time job and often lack the requisite expertise. Learn how to address thesedened contribution plan (401(k)) shortfalls without burdening the plan with excessive fees or increasing legal liability.

Brian S. Lakkides, AIF Managing Director, Fiduciary Firewall Consulting, Inc., Waterford

V ] unerstaning the Types of Retirement Plans for Closely Hel BsinessesSEP, Prot Share, Dened Benet Plan, SIMPLE, 401(k) and Safe Harbor 401(k). Closely held business owners have probablyheard these names before but found them to be quite confusing. Not surprising, most business owners have becomesuccessful because they have found/created a product, process or solution to solve for an industry. However, when it comesto understanding how to implement a retirement plan for their now thriving business, it can be uncharted territory. Thepresentation helps you in understanding the dierent types of plans available to closely held business owners.

Louis J. Melone, CFP Managing Partner, Budd, Melone & Company, Auburn Hills


8/12

W] Workers Compensation - There are Options For Yo or Yor Clients (Jne 26th)Todays workers compensation market is changing rapidly, with competitive options for you or your clients becoming harderand harder to nd. This session covers some of the various options out there as well as the benets. We will look at rst dollartraditional insurance to self-insurance. Finally, we will briey look at several of the pro employer changes to the WorkersCompensation Act recently signed by Governor Snyder.

Steve Flechsig CEO & Managing Member, Mackinaw Administrators, LLC, Brighton

X ] What Estate Planning & divorce Look Like in 2013 (Jne 27th)Estate planning documents can lead to complicated issues in divorce proceedings. This session will help guide you throughestate planning documents such as prenuptials and power of attorney, as well as assist in navigating potential conicts ofinterest in the divorce proceedings.

Pamela J. Cross, JD Attorney, Rhoades McKee, PC, Grand Rapids

Paul A. McCarthy, JD Attorney, Rhoades McKee, PC, Grand Rapids

MANAGEMENTY ] The Tables Are Turned (Flipped Classroom Session) Prot Sharing & Pension Plans (June 26th)

With an increasing number of baby boomers retiring, employers must nd a way to balance keeping current employees happywhile still providing valuable plans in order to attract new talent. Join this ipped-classroom session where you already knowthe material and engage in conversation about navigating the complex world of retirement plans and getting creative. Materials

will be e-mailed to you one week prior to the show so you can come prepared for the discussion. Michael W. Freedman, CPC, QPA, QKA President, Freedman Benets Group, Bingham Farms Brian S. Herman, CPC, QPA, QKA, ERPA Vice President, Freedman Benets Group, Bingham Farms

Maureen Oury Manager, Client Services, Freedman Benets Group, Bingham Farms

Z ] Manufacturing Success, How Mission, Vision, and Core Values Create ProtMany organizations have a mission and vision statement, while others may even have core values. Do they accurately dene thepurpose and goals of your company to the extent that they would be apparent to anyone interacting with your organization?Learn what best-in-class organizations have done to not only create mission, vision, and value statements, but more importantlyhow they have developed a culture that engages employees and positively impacts prots.

Todd Lancaster Acting President & CEO, YourSource Management Group, Inc., Auburn Hills

AA ] Shareholer/Operating Agreements an Compensation Matters for CPA Firms an other

Professional OrganizationsProfessional organizations, including accounting rms, must be vigilant in maintaining and protecting their business practicesand successfully and protability managing their rms. Shareholder agreements, operating agreements and compensationmatters may seem intimidating to some, however it is an important part of the maintenance process of such professionalorganizations. Join this session for tips on the matters that should be addressed in these types of agreements and what stepsyou should take in putting that plan into action for you and your clients.

Daniel M. Israel, JD Member, Dawda, Mann, Mulcahy & Sadler, PLC, Bloomeld Hills Marc K. Salach, JD Member, Dawda, Mann, Mulcahy & Sadler, PLC, Bloomeld Hills

BB ] What Yo Nee to Know Before Yo Let Someone GoIt can be quite evident when an employee is underperforming. What can be less evident are the steps that should betaken before dismissing an employee from their position. Being clear on the procedures that should be in place and thedocumentation that should be in the le will help protect you and your company from legal issues. Join this session to assureyou know what you need before you terminate an employee.

Debra M. McCulloch, Esq., JD Partner, Bush Seyferth & Paige PLLC, Troy

CC ] CPA Marketing Toay (Jne 27th)Utilizing the latest technologies to reach more qualied prospects to help grow your CPA Firm can be very powerful. Beckyshares her vast knowledge of proven modern marketing strategies in this great interactive presentation. Learn easy to execute,aordable Multi-Channel Marketing. All participants will be given a complementary Allegra Network Vertical Marketing Kit forCPA & Accounting Firms just for attending.

Becky Quinlan Direct Marketing Manager, Allegra Network, LLC, Plymouth

th w m g-i isig sssis.


9/12

NEEd TO KNOWDD ] unerstaning the 2013 Health Care Reform Implementation Timeline

The new health care reform is rolling out and its time for you to prepare for the requirements! Dont accrue anyunnecessary taxes or penalties; stay current with the latest rules and regulations. Join Robert and Anthony as they walkyou through the implementation timeline and discuss what cost eective health care options are available. What youdo in 2013 will aect implementation of the Reform in 2014.

Anthony Fracchia Partner, Altruis Benet Consulting, Bingham Farms Robert Fracchia Partner, Altruis Benet Consulting, Bingham Farms

EE ] upates for the Crios Acconting ProfessionalCPAs possess unique professional responsibilities to not only serve clients, but to stay current on the constantlyevolving world of technology, workforce issues, globalization and more. This session assures you have the most up-to-date information on the key forces driving change for the MACPA profession. Also learn about the Chartered GlobalManagement Accountant (CGMA) designation which recognizes accountants who play a role in guiding businessdecisions for companies and organizations.

Clar Rosso Member Learning & Competency, American Institute of Certied Public Accountants, Durham, NCJudith R. Trepeck, CPA, CGMA Chief Operating Ocer, Michigan Association of CPAs, Troy

FF ] Oce Lease Considerations: Can You Get More for Less?

Is your oce lease due for renewal? Do not sign anything until you attend this critical session! With the commercialreal estate market in its current state now is the time to renegotiate. You must be adequately prepared to deal withyour existing landlord. Sam Munaco not only helps your clients, but helps you as well. Whether you are looking toexpand your space, downsize or get a break on your lease payments, learn the tips and traps in negotiating your leasearrangements and nd out when it is better to bring in the experts to handle it for you. You leave this session withspecic strategies that landlords do not like to discuss and a new way to assist your clients as well.

Sam Munaco, JD, LLM in Taxation President, Advocate Commercial Real Estate Advisors, Southeld

GG ] Strctring a Cross-Borer Merger & Acqisition (doble Session) (Jne 26th)So youre planning on combining a U.S.-based company with Mexican, Canadian or European operations, but areyou informed on the complicated issues that may arise? Join Scott Eisenberg as he discusses problems you need toanticipate, taxable stock transactions and the appropriate elections that need to be made.

Speakers to be announced

HH ] Pricing the deal Manufacturing & Servicing Inustry Case Stuy (double Session) (June 26th)Come explore real-life scenarios that demonstrate eective ways of dissecting a transaction and analyzing costsinvolved. This expert panel explores current industry sell parameters, valuation trends and multiples of earning.Bring your questions to this exciting session.


II] Family Matters Transitioning the Family Bsiness (Jne 27th)By their very nature, family businesses can involve a great deal of emotional attachment by all parties involved. Whena principal owner retires, should they keep the business in the family or sell it? Get insights into the discussions andplans that answer these questions as well as strategies to successfully transition the family business.

Gary W. Nustad, CLF Director of Strategic Development, Michigan Financial Companies, Sterling Heights

JJ] Whats My Practice Worth? (Jne 27th)

How is value determined? How can the value be improved? Trent Holmes will answer these questions and more!Identify the top components that determine the value of a practice and how to receive the maximum value of the rm.This is a must attend session for anyone thinking of selling their practice!

Trent Holmes Owner/Partner, Accounting Practice Sales, Dallas, TX

TAXATIONKK] Partnership distribtions an disgise Sales

Join in to discuss the tax consequences of non-liquidating distributions from an LLC taxed as a partnership. You willalso discuss carve outs to the non-recognition rules such as the disguised sales rules.

Gary Schwarcz, JD, LLM Attorney, Couzens, Lansky, Fealk, Ellis, Roeder & Lazar, PC, Farmington Hills


10/12

LL ] Legislation upate & Taxpayer ConsierationsThe ever popular Leon LaBrecque keeps you informed on the latest happenings in Washington. This federal legislation updatells you in on the details you may have missed regarding the scal cli, debt ceiling, and other important legislative mattersthat could aect you and your business.

Leon C. LaBrecque, CPA, JD, CFA, CFP Managing Partner-Registered Investment Advisor, LJPR, LLC, Troy

MM] Are Yor Clients Reay for the Meicare Srtax?A 3.8% Medicare surtax on certain types of income took eect in January, but its not too late for you to help your clientsstructure their investments accordingly. Join in as our experts walk you through the dierent strategies that respond to thesurtax to t your various clients needs. Youll also nd out who this aects most and who it doesnt.

Ivan H. Golden, JD Associate, Schi Hardin, LLP, Chicago, IL Robert R. Pluth Jr., JD Partner, Schi Hardin, LLP, Chicago, IL

NN] MEdC Programs & Services to Assist Yo an Yor ClientsThe Michigan Economic Development Corporation (MEDC) is dedicated to helping grow Michigan businesses, with the help ofother Michigan businesses. Stay current on all the opportunities this initiative provides for both you and your clients. Receiveupdates on the Pure Michigan Business Connect and other programs that assist companies in nding new ways to increase capital.

Trace L. Cooley Pure Michigan Business Connect Services Manager, Michigan Economic Development Corporation, Lansing

OO ] upates on Michigan Taxes (Jne 26th)In January 2012, the repeal of the Michigan Business Tax (MBT) and the implementation of the Michigan Corporate IncomeTax (CIT) raised many questions for taxpayers. With the ability to now reect over the year, what are the outcomes due to thischange? Join this session for an analysis of the outcomes as well as updates on the increasingly complicated area of sales anduse tax.

Sam Hodges, CPA, CGMA Managing Member, Sam Hodges & Associates, LLC, Southeld

PP ] Looking Forwar Property Tax upates (Jne 27th)The phase out of the personal property tax for most businesses begins in 2014; there are many changes on the horizon.Manufacturers who rely on capital investments in tools and other equipment are especially pleased with the prospect, but whatdoes it mean for you and your clients? This discussion addresses some of the problems and concerns that may arise during thetransition period as well as other property tax updates.

Robert F. Fuchs, CPA Senior Managing Consultant/Principal, Paradigm Tax Group, Brighton

TECHNOLOGYQQ ] Payment Applications Secrity an data Fnamentals

IT security is gaining more and more attention in the press. Clients and customers expect their information to be secure,however few organizations validate where they stand from a security perspective. All participants benet from this fascinatingmix of easy to understand IT security and overview of the requirements for payment card industry compliance. Learn about:Testing methods for identifying vulnerabilities in networks and web applications; Payment Card Industry Data SecurityStandards (PCI-DSS) as the information security standard for companies that deal with cardholder information; best approachesto handling PCI-DSS data to mitigate cost exposure, and; how to determine the level of necessary compliance an organizationmust meet.

Adam Goslin COO, High Bit Security, LLC, Rochester

RR ] Implementation of ERP SystemsEnterprise resource planning (ERP) systems integrate external and internal management information across an organization.Ken Jacobsen teaches you how to evaluate what ERP system is best for you and your company and how to plan for theimplementation and integration of the new system. Cover topics such as implementation costs and the questions you will wantto be sure to ask.

Ken Jacobsen Director of Sales & Marketing, The TM Group Inc., Farmington Hills

SS ] Malware, Viruses and Hackers Oh My!With the world and our businesses! becoming so dependent on cloud technology, it can be terrifying to think all our workcould be erased with the click of a button. Nowadays no computer is safe from the attacks of malware or viruses. Learn how tobest protect your system from malicious hackers by attending this session that will teach you how to best build a virtual wallaround your most prized, virtual possessions!

Robert A. Listerman, CPA, CITRMS President, Business Technology Resources, LLC, Kennett Square, PA


11/12

David G. Coy Chair

Patrick R. Willis Vice Chair

Grant B. Alberts

Modou Ceesay

Donna M. Dean

Lynda S. Flood

Eleanor Fradis

Ralph H. Gurganus

Lori B. Kerch

Robert A. Listerman

Jesse I. Lothamer

LaVonda G. Ramey

Raymond T. Rowe

Edwin A. Schulz

Gary Schwarcz

David A. Swistock

John C. Zerbo

A special thank you to the Management Information & Business Show Task Force that

helped plan this event.

TT ] Tools from Thomson Reters to Help Avise Yor ClientsGet an overview of the latest products from Thomson Reuters, which features a bevy of tools for CPAs and otherpractitioners. Discuss how the changes help you and your clients work together better.


UU ] Todays Virtual Oce: Best Practices for Cutting the Cord (Jne 26th)

With the prevalence of smartphones, tablets, and Internet access from anywhere, mobile technology is quicklychanging how we operate and interact with each other. What does the mobile revolution mean for your rm? Whenyou combine automated processes with the convenience and security of the cloud and mobile devices, your rmcan gain tremendous time savings and greater prot potential. And, there are a variety of timesaving tools that canhelp you take advantage of mobile conveniences while maintaining tight security on client data. Discuss some of thetechnology that helps your rm cut the cord and have your oce anywhere/anytime.


VV ] drake Software upates for Yo an Yor Clients (Jne 26th)Discuss the latest edition of Drake Software and how this version helps you streamline your work process. A mustattend session before your next tax season.

Chip Godwin Drake Software, Franklin, NC Angelia S. McGarry, CPA Partner, Carolan & McGarry, CPA, PC, Okemos

WW] What New Technology Means for Yo (Jne 26th)With technology changing, upgrading and re-inventing at the speed of light, it can be easy to feel left in the dark. JoinJohn for an exciting discussion on the latest mobile devices, tablets, apps and how to apply them to the work that youdo. What are the positives and negatives to these new devices, and how do you utilize all this information? You dontwant to miss this!

John H. Higgins, CPA.CITP Strategic Advisor, CPA Crossings, LLC, Rochester

XX] Client Portals (Jne 27th)It seems everyone in the accounting industry has been talking about client portals. What are some of the benets anddrawbacks? Join experts as they discuss modern portal- and le-share systems including how to get clients to adapt toyour system. Come and learn to determine if client portals are right for you and your rm.

John Barnes - Product Manager Workow Solutions, CCH, a part of Wolters Kluwer

Additional speakers to be announced

YY] 2013 Upgrades for Windows and Oce Users (June 27th)System upgrades are supposed to make our lives easier in the long-run, but adapting to a new operating system canmake the short-term seem dicult! This informative session will walk you through the new features for programs youuse every day such as Windows, Oce 365 and Oce 2013. Learn how to utilize these upgrades to allow you to workmore eciently!

John D. Anderson, CPA.CITP, CIA, MSA Founder & CEO, 7th Rule Accounting, PC, Ann Arbor

ZZ] CCH Soltions (Jne 27th)Hear about the latest CCH has to oereverything from research to workow will be discussed. The tax and accountingsolutions can help revolutionize the way you do business with your clients.

James H. Campbell, Jr., CPA Owner, NUMBERS, Royal Oak

Jerry Connor Senior Manager, Product Management & Design, CCH Tax & Accounting North America


12/12

Mgm Imi &Bsiss ShwWednesday , June 26 & Thursday, June 27, 2013Suburban Collection Showplace, Novi

REGISTER ONLINE TOdAY!www.michcpa.org/mis23

5480 Corporate Drive, Suite 200 | Troy, MI 48098248.267.3700 | Toll Free in Michigan: 855.594.4273

non-MeMBerConferenCe CoStWItH e-MaterIalS

$249WItH PaPer MaterIalS

(SaMe aS 2012 ConferenCe)

$269

MaCPa MeMBerSSAve$100

(PrICInG eaCH day)

MeMBer CoStWItH e-MaterIalS

$149WItH PaPer MaterIalS

(SaMe aS 2012 ConferenCe)

$169

macpa management information & business show

Documents