- Summary
- Agenda
- CPE Information
- Presenters
BDO USA, LLP invites you to join us for our annual, CPE-qualified Year-End Accounting and Tax Update.
This complimentary, full-day event will highlight timely, comprehensive updates and provide key takeaways on tax, accounting, and financial topics that directly impact both public and private companies.
We are excited to announce our keynote speaker, Sean Keyser, Vice President of Patient Experience at Novant Health. Sean will be leading a discussion on organizational and consumer alignment.
Our event will also feature a professional ethics and conduct session presented by the North Carolina Association of CPAs.
Take advantage of this unique opportunity to ask meaningful questions of subject matter leaders and participate in discussions specific to your business and operational challenges.
8:00 AM to 8:45 AM - Registration and Networking
8:45 AM to 9:00 AM - Welcome
Jack Giegerich, BDO Charlotte Assurance Managing Partner
Karen Stone, BDO Charlotte Tax Managing Partner, Regional Tax Managing Partner
9:00 AM to 9:50 AM - KEYNOTE SPEAKER: The Human Experience: A Framework for Organizational and Consumer Alignment
Sean Keyser, VP of Patient Experience, Novant Health
9:50 AM to 10:00 AM - Break
10:00 AM to 10:50 AM - BREAKOUT 1: Accounting Update
Mike Hottel, National Assurance Partner, BDO
10:00 AM to 10:50 AM - BREAKOUT 2: Tax Update - Unclaimed Property
Joe Carr, State and Local Tax Services Principal, BDO
Angie Gebert, State and Local Tax Services Managing Director, BDO
10:50 AM to 11:00 AM - Break
11:00 AM to 11:50 AM - BREAKOUT 1: Tap Human Potential for Business Growth!
Stacy Feiner, Management Consulting Director, Executive Coaching, BDO
11:00 AM to 11:50 AM - BREAKOUT 2: A New Paradigm in Employee Benefit Plans
Wendy Schmitz, Assurance Director, BDO,
Gary Shuford II, Vice President, NFP Corporate Services
11:50 AM to 1:00 PM - Lunch
1:00 PM to 1:50 PM - BREAKOUT 1: Quick Trip and Quick Tips for Business Travelers
Donna Chamberlain, Global Expatriate Tax Services Managing Principal, BDO
1:00 PM to 1:50 PM - BREAKOUT 2: Transaction Advisory Services – Let’s Make a Deal
Chad Rash, Transaction Advisory Services Managing Director, BDO
Alison Torres, Transaction Advisory Services Principal, BDO
1:50 PM to 2:00 PM - Break
2:00 PM to 2:50 PM - BREAKOUT 1: Tax Update - Income and Franchise Tax
Angie Acosta, State and Local Tax Services Managing Director, BDO
Tim Schram, State and Local Tax Services Managing Director, BDO
2:00 PM to 2:50 PM - BREAKOUT 2: Communicating Currency Risk Inside the Firm
Wes Seeger, Director of Foreign Exchange, GPS Capital Markets
Jeff Warner, Director of Foreign Exchange, GPS Capital Markets
2:50 PM to 3:00 PM - Break
3:00 PM to 5:00 PM - Professional Ethics & Conduct
Cal Christian, PhD, CPA, North Carolina Association of CPA’s
CPE Breakdown: 7.0 CPE credits max
2.0 CPE credits in the field of Regulatory Ethics
1.0 CPE credit in the field of Personal Development
Your choice of 4 additional CPE credits in the following fields:
2.0 in either Accounting or Tax
1.0 in either Accounting or Personal Development
1.0 in either Tax or Personal Development
Event Learning Objectives:
- Recognize the latest financial reporting updates, insights and trends
- Incorporate and apply the financial reporting developments applicable to your organization
- Identify recent changes and proposed changes relating to accounting and SEC reporting
- Identify the latest updates and trends in North Carolina ethics compliance
- Analyze the latest tax trends for 2018
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 7.0 CPE credits max
Program Level: Update
BDO USA, 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
Angie Acosta, State and Local Tax Services Managing Director, BDO USA, LLP
Joe Carr, State and Local Tax Services Principal, BDO USA, LLP
Donna Chamberlain, Global Expatriate Services Managing Principal, BDO USA, LLP
Cal Christian, North Carolina Association of CPAs
Stacy Feiner, Management Consulting Director, BDO Executive Coaching, BDO USA, LLP
Angie Gebert, State and Local Tax Services Managing Director, BDO USA, LLP
Sean Keyser, Vice President of Patient Experience, Novant Health
Mike Hottel, National Assurance Partner BDO USA, LLP
Wendy Schmitz, Assurance Director, BDO USA, LLP
Tim Schram, State and Local Tax Services Managing Director, BDO USA, LLP
Wes Seeger, Director of Foreign Exchange, GPS Capital Markets
Gary Shuford II, Vice President, NFP Corporate Services
Chad Rash, Transaction Advisory Services Managing Director, BDO USA, LLP
Alison Torres, Transaction Advisory Services Principal, BDO USA, LLP
Jeff Warner, Director of Foreign Exchange, GPS Capital Markets