CONSYM24: 85th Annual Symposium

Join us for the 85th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several hot topics best practices in day-to-day operations and technology trends, as well as practical strategies to implement to enhance client service.

 

Highlights: *Federal Tax Update *State Tax Updatem *PTE Update *Lease Accounting *Secure Act 2.0 *Ethics *Technology Skills *Excel *Medicare & Elder Care *Valuation *Profession Update *Work Culture *Generationalism
Who Should Attend: CPAs and other financially-minded professionals working in public practice and industry.
Event Level: Update
Required Knowledge: None
Advanced Preperation: None
Field of Study: Various
CPE: 24.00

 

THANK YOU TO OUR 2024 CARDINAL SPONSORS!

Turner Business Appraisers Logo

THANK YOU TO OUR 2024 FIRST IN FLIGHT SPONSORS!

 

Bernard Robinson & Company Logo

 

THANK YOU TO OUR 2024 CAROLINA SPONSORS!

Steward Partners Logo 2024

 

THANK YOU TO OUR 2024 DOGWOOD SPONSORS!

 

SOLVO Sponsor Logo

Objectives
  • Participants will be able to describe current tax, accounting, business, and/or legal compliance trends and the challenges and opportunities on the horizon; assess whether their organizations are utilizing best practices in day-to-day operations and technology trends; and enhance client/customer service by implementing strategies and practical tips.
Event Information
Start Time:
November 18, 2024 8:00 AM Eastern
7:00 AM Central, 6:00 AM Mountain, 5:00 AM Pacific
Add to Calendar:
Estimated Length:
2 days, 8 hours
Registration Time Remaining:
180 days, 8 hours
Click on a topic name to see details and purchase options.
Monday November 18, 2024

Tradition is giving way to cutting-edge advancements. As the profession says goodbye to the old, reliable methods of old-school firms, it’s waving hello to fresh ideas and new players reshaping the landscape. AI isn't just shaking things up—it's revolutionizing how services are delivered and how companies are using price to compete. In this session, we'll dive into the economic forces behind these seismic shifts, unveiling the innovative pricing models established firms and newcomers use to stay ahead of the game. Let’s explore the sweeping changes engulfing accounting and tax, fueled by the power of new technology and a need to enhance the customer experience.

 

Key takeaways:

 

• Who really is an accounting firm’s competition today

• How are today’s customer needs affecting what we are selling

• How is money from the outside influencing the marketplace

• How can a firm move forward with all these changes

 

Field of Study: Business Management & Organization
CPE: 1.20

Speaker Information
Jody Padar  [ view bio ]

After the elections, tax laws might change, and it’s crucial for CPAs to stay updated. In this 75-minute session, we’ll cover the potential changes in federal tax laws that could impact how you plan for the next year. You'll get clear explanations on potential new rules and how they apply to real-world situations. We’ll look at what's likely to change in deductions, credits, and tax brackets, and provide you with strategies to adapt to these changes.  We will also cover any legislative updates and any court cases that change the way we interpret tax law.  

 

This session is practical and straight to the point. You will leave with a solid understanding of the post-election tax updates and a set of tactics to help your clients save money and avoid surprises. We’ll go through examples that are common in your day-to-day work, so you can apply what you learn right away. Join us to make sure you're prepared.

 

Field of Study: Taxes
CPE: 1.50

Speaker Information
Art Werner   [ view bio ]

This session will review recent North Carolina tax developments, including significant court cases, decisions of the Office of Administrative Hearings, statutory and regulatory developments and changes in tax administration.

 

Field of Study: Taxes
CPE: 1.30

Speaker Information
Keith Wood   [ view bio ]

Overview: 
*Current Expected Credit Losses Standards
*Application to non-financial institutions
*Changes due to implementation
*Application of common measurement techniques

 

Field of Study: Accounting
CPE: 1.00

Speaker Information
Mike Cheng  [ view bio ]

If you're a CPA , you understand tax laws can change.  In addition to actual congressional actions, certain laws have an expiration date.  We know this as Sunset.  Many provisions of the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025.  In this 50-minute session, you'll learn what tax provisions are scheduled to expire and what that means for you and your clients. The following tax provisions are set to sunset at the end of 2025: limitations of itemized deductions; the expanded standard deduction; the elimination of personal exemptions; the child tax credit; the expanded charitable contribution deduction; and the mortgage interest deduction limitation. Notably, the deductions for state and local taxes, pass-through business income, and certain types of expensing will also revert to previous limitations or expire. Changes will also affect the Alternative Minimum Tax thresholds, ABLE accounts, and estate and gift taxes, with the latter seeing a significant reduction in exclusion amounts.  Join us for this session and become an expert in sunset issues.

 

Field of Study: Taxes
CPE: 1.00

Speaker Information
Art Werner   [ view bio ]

Coming Soon!

 

Field of Study: Business Law
CPE: 1.00

Speaker Information
Carolyn J. Woodruff  [ view bio ]

The course will start with a review of the accounting standards effective this year. Then we’ll switch to the audit side of the house with a discussion of how quality management will impact firms and things to do to prepare for the change.

 

After attending this course, attendees will be prepared to:  

• Recall the impact of ASUs effective in 2024

• Identify the core elements of the quality management standards

 

Field of Study: Accounting
CPE: 1.00

Speaker Information
Melisa Galasso   [ view bio ]

Coming Soon!

 

Field of Study: Taxes
CPE: 1.00

Speaker Information
David Peters

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.00

SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. The audit standard amends AU-C 315 including many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315.

 

Upon session completion, attendees will be prepared to: 

• Describe impact of change on audit engagements

• Recall changes to significant risk identification, inherent risk assessments and controls

 

Field of Study: Auditing
CPE: 1.00

Speaker Information
Melisa Galasso   [ view bio ]

Coming Soon!

 

Field of Study: Taxes
CPE: 1.00

Speaker Information
David Peters

Coming Soon!

 

Field of Study: Business Law
CPE: 1.00

Speaker Information
Steve Arrington  [ view bio ]

Coming Soon!

 

Field of Study: Business Management & Organization
CPE: 1.00

Speaker Information
Jim Earle  [ view bio ]

Coming Soon!

 

Field of Study: Specialized Knowledge
CPE: 1.00

Speaker Information
Matthew O'Neil

Coming Soon!

 

Field of Study: Personal Development
CPE: 1.00

Speaker Information
Holly Sullenger
Tuesday November 19, 2024

Human Leadership in an AI World” session is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.

 

Session objectives will include the following competencies:
• Identify the six particularly human parts of every job – parts that AI will never replace
• Apply learnings to leverage Gen AI for decision making while retaining critical thinking and accountability
• Augment human skills with AI, rather than viewing AI as a replacement or threat
• Use learnings to foster a team/workplace culture that embraces the possibilities that AI advances
• Choose to lead confidently in an AI-integrated world

 

Field of Study: Business Management & Organization
CPE: 1.50

Speaker Information
Kassi Rushing  [ view bio ]

Coming Soon!

 

Field of Study: Specialized Knowledge
CPE: 1.30

Speaker Information
Robert Broome   [ view bio ]
Courtney Knoll   [ view bio ]

Coming Soon!

 

Field of Study: Taxes
CPE: 1.20

Speaker Information
Dylan Stafford  [ view bio ]

Coming Soon!

 

Field of Study: Auditing
CPE: 1.00

Speaker Information
Mike Manspeaker  [ view bio ]

Coming Soon!

 

Field of Study: Behavorial Ethics
CPE: 1.00

Speaker Information
Cal Christian

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.00

Speaker Information
Randy Johnston

Coming Soon!

 

Field of Study: Auditing
CPE: 1.00

Speaker Information
Mike Manspeaker  [ view bio ]

Coming Soon!

 

Field of Study: Taxes
CPE: 1.00

Speaker Information
Jack Schmoll

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.00

Speaker Information
Randy Johnston

Coming Soon!

 

Field of Study: Auditing
CPE: 1.00

Speaker Information
Carey Blakeman

This session will provide an in-depth exploration of nearshoring, a strategic approach to outsourcing business processes to nearby countries. Participants will learn about the business drivers prompting the shift to nearshore talent, including cost savings and risk management.   The presenter will cover the benefits and considerations of nearshoring, practical steps for getting started, and best practices to ensure success. Through industry examples, attendees will understand the do's and don'ts, commonly nearshored roles, and how to effectively manage nearshore engagements for optimal results.

 

Field of Study: Personnel/Human Resources
CPE: 1.00

Speaker Information
Gus Perez   [ view bio ]

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.00

Speaker Information
Randy Johnston

Coming Soon!

 

Field of Study: Auditing
CPE: 1.00

Speaker Information
Carey Blakeman   [ view bio ]

Coming Soon!

 

Field of Study: Finance
CPE: 1.00

Speaker Information
Abigail Peoples

Coming Soon!

 

Field of Study: Management Services
CPE: 1.00

Speaker Information
Eric Hobbs
Wednesday November 20, 2024

Coming Soon!

 

Field of Study: Specialized Knowledge
CPE: 1.20

Speaker Information
Jennifer Louis

What do retirees need to do to obtain the coverage needed and protect against rising healthcare costs in retirement? Starting with an overview of Medicare and ending with a discussion of long-term care, learn how healthcare works in retirement, decode the expected costs post-Medicare and make informed decisions now for a worry-free, healthier tomorrow.

 

Field of Study: Business Law
CPE: 1.20

Speaker Information
Heyward Armstrong

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.20

Speaker Information
Don Tomoff  [ view bio ]

Inquiry is an important procedure for gathering audit evidence.  


Session highlights:
•    Designing questions to illicit the information you need to evaluate the fair preparation of financial statements 
•    Structuring inquiry sessions to meet your objectives – whether the interactions are in person or virtual

 

Field of Study: Auditing
CPE: 1.30

Speaker Information
Jennifer Louis

When contemplating retirement income over a longer life, most begin with Social Security – and some key questions. When should I start collecting benefits? How do I estimate and maximize them? Is Social Security sustainable? How can I coordinate my benefits with other retirement income sources to maximize overall income? Find out how Social Security rules and strategies can work for you!

 

Field of Study: Finance
CPE: 1.30

Speaker Information
Paula McMillan   [ view bio ]

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.30

Speaker Information
Don Tomoff  [ view bio ]

Unleash the potential of AI in your professional services firm! Our "High-Value AI Use Cases" session spotlights proven applications that deliver real ROI. Discover how AI can revolutionize everything from document analysis and legal research to client engagement. Walk away with actionable strategies to streamline workflows, boost efficiency, and unlock hidden value across your organization.

 

Field of Study: Business Management & Organization
CPE: 1.50

Speaker Information
Tim Reagan
Zackery Reichenbach-Carr  [ view bio ]

Coming Soon!

 

Field of Study: Finance
CPE: 1.50

Speaker Information
Paula McMillan  [ view bio ]

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.50

Speaker Information
Rafe Martin

Coming Soon!

 

Field of Study: Personnel/Human Resources
CPE: 1.50

Speaker Information
Kimberly Jessup Ripberger   [ view bio ]
Vicki Martin  [ view bio ]
Kelly Puryear  [ view bio ]
Mark Soticheck   [ view bio ]
Deetra Watson   [ view bio ]

Coming Soon!

 

Field of Study: Economics
CPE: 1.30

Speaker Information
Michael Walden  [ view bio ]

Coming Soon!

 

Field of Study: Information Technology
CPE: 1.30

Speaker Information
David Cieslak   [ view bio ]
Individual topic purchase: Selected
North Carolina Association of Certified Public Accountants
Various: 24.00
Products
CONSYM24: 85th Annual Symposium Full Event (Early Bird) - Cutoff: 11/3/24
Member: $850.00
Non-Member: $950.00
CONSYM24: 85th Annual Symposium - Full Event
Member: $885.00
Non-Member: $985.00
CONSYM24: 85th Annual Symposium - 2 Day Registration (Early Bird) - Cutoff: 11/3/24
Member: $650.00
Non-Member: $750.00
CONSYM24: 85th Annual Symposium - 2 Day Registration
Member: $700.00
Non-Member: $800.00
CONSYM24: 85th Annual Symposium - 1-Day Registration (Early Bird) - Cutoff: 11/3/24
Member: $350.00
Non-Member: $450.00
CONSYM24: 85th Annual Symposium - 1-Day Registration
Member: $400.00
Non-Member: $500.00