The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
The Management Conference gives CPAs and financial professionals in business and industry a chance to step away from the day-to-day and reconnect with what’s next. Join peers for forward-looking sessions that tackle the topics shaping your work right now—from management and financial strategy to emerging technology, human resources, professionalism, and personal growth.
Created by CPAs for CPAs in business and industry, the conference also offers meaningful insights for professionals across the broader business community. Whether you’re looking to sharpen your skills, gain fresh perspective, or expand your network, all who are interested are welcome to attend.
Fees: (Add $50 after May 22)
$475 Member ($575 Nonmember)
$425 One Day Member ($525 One Day Nonmember)
$455 Group Discount
Multi-Event Bundle Opportunities are now available! We’re happy to share this special offer with you. Please note that this special offer is available on its own and is not combinable with our longstanding group discount. Interested? Clickhere!
Group Discount is available for groups of 10 or more from the same company. Participants can be any combo of in-person and/or virtual.
Cancellations, Refunds and Switching Fees: Full refund if received 10 working days prior to conference. A $50 admin fee is charged if canceling less than 10 working days before conference. No refunds after June 5. Exceptions considered on a case by case basis. After May 22, a $100 fee will be charged for any change between virtual and in-person registration.
The Management Conference gives CPAs and financial professionals in business and industry a chance to step away from the day-to-day and reconnect with what’s next. Join peers for forward-looking sessions that tackle the topics shaping your work right now—from management and financial strategy to emerging technology, human resources, professionalism, and personal growth.
Created by CPAs for CPAs in business and industry, the conference also offers meaningful insights for professionals across the broader business community. Whether you’re looking to sharpen your skills, gain fresh perspective, or expand your network, all who are interested are welcome to attend.
Fees: (Add $50 after May 22)
$475 Member ($575 Nonmember)
$425 One Day Member ($525 One Day Nonmember)
$455 Group Discount
Group Discount is available for groups of 10 or more from the same company. Participants can be any combo of in-person and/or virtual.
Cancellations, Refunds and Switching Fees: Full refund if received 10 working days prior to conference. A $50 admin fee is charged if canceling less than 10 working days before conference. No refunds after June 5. Exceptions considered on a case by case basis. After May 22, a $100 fee will be charged for any change between virtual and in-person registration.
Do you think only bad CPAs and firms act unethically or do illegal things? This class draws upon case studies to understand the basis of
unethical and illegal behavior and what we can learn from them to prevent us from falling into their traps.
CPE: 2 Behavioral Ethics Free to members!
Non-members: $79.00
Develop a foundation of business valuation knowledge that you can use to pursue certification or enhance your related consulting and advisory offerings. Business valuation concepts will be demonstrated with a real-world case study to tie theory and practice together. Practitioners in public practice and industry will benefit from an increased understanding of the relationship between accounting and finance from a business valuation perspective.
Learning objectives:
*Understand how to value a business using theory and practical tools.
Major subjects:
*Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments
Designed for: CPAs in public practice and industry
Prerequisites: None
Advanced Prep: None
Level: Basic
NASBA Field of Study: Specialized Knowledge – Technical (8)
Registration Fees (Add $50 after June 4): Member: $375.00
Nonmember: $425.00
Shawn Stumphf, CPA ASA-BV ABV CFE CGMA MBA DBA
Dr. Shawn M. Stumphf is a consultant and recognized expert in business valuation, forensic accounting, and economic damage analysis. He has nearly two decades of experience in accounting, finance, and consulting, with a primary focus on valuation and financial dispute matters.
Dr. Stumphf has authored over 1,000 valuation and consulting reports and has testified as an expert witness in state and federal courts. His work involves complex financial disputes, including shareholder litigation, marital dissolution, wrongful death, and other high-stakes matters. He has performed valuations of businesses ranging from small owner-operated companies to international enterprises, with revenues from under $1 million to over $500 million, with a primary focus on closely held and middle-market businesses.
In addition to his consulting practice, Dr. Stumphf serves as Assistant Professor of Practice in Finance at North Dakota State University. He holds a Doctorate in Business Administration with an econometrics focus from Creighton University.
Develop a foundation of business valuation knowledge that you can use to pursue certification or enhance your related consulting and advisory offerings. Business valuation concepts will be demonstrated with a real-world case study to tie theory and practice together. Practitioners in public practice and industry will benefit from an increased understanding of the relationship between accounting and finance from a business valuation perspective.
Learning objectives:
*Understand how to value a business using theory and practical tools.
Major subjects:
*Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments
Designed for: CPAs in public practice and industry
Prerequisites: None
Advanced Prep: None
Level: Basic
NASBA Field of Study: Specialized Knowledge – Technical (8)
Registration Fees (Add $50 after June 4): Member: $375.00
Nonmember: $425.00
Shawn Stumphf, CPA ASA-BV ABV CFE CGMA MBA DBA
Dr. Shawn M. Stumphf is a consultant and recognized expert in business valuation, forensic accounting, and economic damage analysis. He has nearly two decades of experience in accounting, finance, and consulting, with a primary focus on valuation and financial dispute matters.
Dr. Stumphf has authored over 1,000 valuation and consulting reports and has testified as an expert witness in state and federal courts. His work involves complex financial disputes, including shareholder litigation, marital dissolution, wrongful death, and other high-stakes matters. He has performed valuations of businesses ranging from small owner-operated companies to international enterprises, with revenues from under $1 million to over $500 million, with a primary focus on closely held and middle-market businesses.
In addition to his consulting practice, Dr. Stumphf serves as Assistant Professor of Practice in Finance at North Dakota State University. He holds a Doctorate in Business Administration with an econometrics focus from Creighton University.
Navigating cross-border business and the resulting tax impacts has never been more complex. Clarify the latest developments for the Midwest with this curated event developed by Midwest state CPA societies.
Hear from a panel of tax experts from Indiana, Iowa, Illinois, Minnesota, Nebraska, North Dakota and Wisconsin about the latest tax developments impacting multistate taxation. Speakers will walk through what’s happening in each state and how those trends impact multistate taxation in the Midwest region. Examine the latest legislative updates and how they’ll impact your short-term next steps and long-term planning strategies.
This event was developed in partnership with the Indiana, Iowa, Illinois, Minnesota, Nebraska, North Dakota and Wisconsin state CPA societies.
Learning objectives:
*Understand the latest multistate tax trends impacting the Midwest region
*Gain state tax insights and perspectives from Indiana, Iowa, Illinois, Minnesota, Nebraska and North Dakota
Major subjects:
*Individual state SALT highlights
*Legislative updates
*Nexus; selling goods and services online
*Sales and use tax
*State income taxes for partnerships, S/C corporations and individuals
*Multistate tax trends impacting the Midwest region
Prerequisites: Basic understanding of multistate taxation recommended
Advance preparation: None
CPE Credits: 4 CPE Credits (Taxation)
Speaker Bios
Brittany DeMolee, CPA, partnership/dealership industry leader at Eide Bailly LLP, helps clients understand how tax law impacts their business and assists them with planning to minimize tax burdens. She provides income tax planning and compliance services to a variety of clients, including multi-state dealerships, retail businesses and individuals.
Brian Kelley, CPA, MST, director at Sikich, has more than 25 years of experience providing multistate tax services for companies in the construction, manufacturing, distributing, professional services and technology industries. He performs seller and buyer side multistate tax due diligence, nexus studies, negotiating voluntary disclosures and audit defense.
Dan Kidney, CPA, JD, director at Wipfli, LLP, is a seasoned state and local tax (SALT) specialist with more than 25 years of experience. He leads the firm’s SALT income tax function and regularly presents state tax updates for the Minnesota Society of CPAs. Dan also serves as the primary Minnesota tax resource for the Independent SALT Alliance, sharing his expertise with peers across the profession.
Tyler Macik, JD, senior manager in KSM’s state and local tax group, advises clients on a wide range of multistate tax matters. He helps them understand and manage their state tax obligations while navigating complex and evolving laws and regulations. Tyler works with businesses operating across multiple state and local jurisdictions to analyze state and local tax consequences, identify opportunities to reduce liabilities and resolve challenging tax issues and controversies.
Chelsea Nunn is a senior manager in RSM’s State and Local Tax Practice in Cedar Rapids, Iowa. She provides services on various state and local tax issues, including sales and use taxes, income taxes and payroll taxes. Chelsea works on a mixture of large multi-national companies in varying industries. She has in-depth knowledge of flow-through taxation, including pass-through entity tax regimes, composite, and withholding requirements. Her primary focus is on state income tax planning and compliance, nexus studies, tax research and compliance, and state tax controversy assistance.
Justin Shelman, CPA, MST, tax partner and leader of Prosperity Partners’ high net worth and family office tax group, implements the company’s strategic goals and develops the next generation of leaders. He advises clients on a range of tax planning and structuring opportunities and uses his deep knowledge of federal and state tax law to provide multi-generational income and estate planning, state residency analysis and tax preparation services. Justin serves on the Illinois CPA Society’s state and local tax committee and speaks regularly on emerging technical issues.
Keith Staats, president of the Taxpayers’ Federation of Illinois, has 36 years of experience in state and local tax. He joined the TFI team from the Chicago office of Duane Morris, LLP, where he represented clients in a variety of state and local tax matters. Prior to this, Keith was the executive director of the Illinois Chamber of Commerce Tax Institute, and also served as acting president and CEO during 2023.
Stacy Watson, tax shareholder, began her career in 1994. A recognized authority on state and local taxation, she has become a key voice in Nebraska’s legislative landscape, serving as tax policy chair for the Nebraska Chamber of Commerce and influencing regulations that impact businesses statewide. Specializing in sales and use tax analysis, legislative review, and international tax matters, Stacy provides strategic guidance to clients across a wide range of industries. She blends her technical expertise with actionable insights to help clients navigate complex nexus issues and evolving requirements. Stacy values crafting tax policy that benefits both businesses and the communities they serve. more info...
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Timely & Critical Information
Interpretation & Analysis
Firm and Business Strategies
Practitioner Capabilities
Objectives:
Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
Recall the latest technical updates and analysis of current topics.
Identify new practice management strategies and tools.
Field of Study: Specialized Knowledge - 1 Level: Basic Prerequisite: none Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners Instructor: Various
