AFWA 10th Annual Continuing Education Seminar
Agenda
November 4, 2022
7:30 – 8:00am Registration and Breakfast
8:00 – 8:05am Welcome and Announcements
8:05 – 8:55am Tax Update and Planning
Mark Brumbalow, CPA
Tax Services Principal, PYA
8:55 – 9:05am BREAK
9:05 – 9:55am SESSION 1: Payments Fraud: You are the Weakest Link!
Kim Bozich
Senior Treasury Management Advisor, Pinnacle Bank
Duke Speed, CPA
Agent, Federal Bureau of Investigation
SESSION 2: Cryptocurrency 201
Alissa Sharp
Business Development Officer, Bitwise Asset Management
9:55 – 10:05am BREAK
10:05 – 10:55am SESSION 1: US International Tax Compliance & Foreign Financial Accounts Reporting
Timothy Phillips, CPA
Founder, International Taxation Consultancy
SESSION 2: GAAP Update
Julie Wheeler, CPA
Accounting & Assurance Principal, Coulter & Justus, P.C.
10:55 – 11:05am BREAK
11:05 – 11:55am Sales Tax: What Every Business Needs to Know
Diane Yetter
President, Yetter Tax and Founder, Sales Tax Institute
11:55 – 12:15pm BREAK
12:15 – 1:05pm Lunch & Keynote
Meeting the Call: Best Practices for Engaging Virtual Meetings
Leslie Beale, JD, CEO/Founder of Profusion Strategies
1:05 – 1:20pm BREAK
1:20 – 3:05pm TRACK 1: State Specific Ethics (2 Hrs)
Jason McCarter, CPA
Controller, Mastermelt America
TRACK 2 Hour 1: Modernizing Financial System Softwares & Security
Abhijit (AV) Verekar – Founder & CEO, Avèro Advisors
TRACK 2 Hour 2: Group Health Insurance Strategry: An Overview for CPAs
Victoria Senninger – Sales Executive, ADP
3:05 – 3:20pm BREAK
3:20 – 4:10pm SESSION 1: Rise & Shine/SECURE 2.0
Kathy Aslinger, JD
Managing Shareholder, Kennerly Montgomery & Finley PC
SESSION 2: Cost Segregation Studies
Rhett Gagon
Cost Segregation Authority
4:10 – 4:20pm Final Announcements and Dismissal