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Jim Laudato, CPA (inactive)
LinkedIn
Keynote Session:
Stay in the Game – A Healthy Look at the Profession
Jim Laudato, CPA (inactive) is the founder of 912, a coaching and leadership development company helping CPAs and student-athletes build mental fitness, unity, and purpose-driven performance. After 18 years running a successful CPA firm, Jim sold the practice to focus on helping others grow through clarity, resilience, and personal transformation.
Jim specializes in integrating Positive Intelligence® (PQ) into high-performing environments—bridging the gap between mindset and execution. He is an authorized partner of PQ, Everything DiSC®, and The Five Behaviors® of a Cohesive Team.
His work equips accounting professionals and competitive athletes with the tools to lead under pressure, manage stress, and connect with purpose. Jim’s mission is simple but powerful: help people show up at the human level—with respect, awareness, and the courage to grow.
He lives in Chardon, Ohio with his wife and two children, and finds inspiration through faith, running, and the quiet clarity of the outdoors.
Sam Mansour, CPA
LinkedIn
Sam Mansour, CPA is the founder of Partner Profit Framework and a nationally recognized advisor to CPA firms. With over 15 years of experience in public accounting, Sam has built, scaled, and successfully exited his own CPA firm. He now helps firm leaders increase profitability, attract high-value clients, and create sustainable business models that reduce burnout. A TEDx speaker and sought-after conference presenter, Sam blends motivational storytelling with practical, data-driven strategies to inspire and equip accounting professionals to thrive in today’s evolving industry.
Laura Hay, CPA, CAE
LinkedIn
Yigal M. Rechtman, CPA, CFE, CITP, CISM
LinkedIn
Yigal M. Rechtman, CPA, CFE, CITP, CISM, offers clients strategic advice in a wide array of areas requiring financial expertise. Since 1994, he has specialized in forensic accounting, litigation consulting, information systems consulting, auditing, and compliance services. He is also qualified as an expert witness in several jurisdictions.
Craig Miller, CPA, CGMA, CCSP
LinkedIn
Mr. Miller has been with Duffy + Duffy since 2007. He joined as a Project Manager, in 2011 was promoted to Vice-President, and in 2015 promoted to President. Mr. Miller is a CPA, a Certified Member of The American Society of Cost Segregation Professionals (ASCSP), a Chartered Global Management Accountant (CGMA), and a Certified Government Financial Manager (CGFM).
Stacie Simmons
LinkedIn
Stacie Simmons is the Director of Product for Data Analytics and AI at Caseware International, where she leads the creation of innovative solutions that empower accounting professionals through the power of data, analytics and artificial intelligence. With over 15 years of experience in the accounting software industry, Stacie has dedicated her career to making accountants’ lives easier through thoughtful, impactful technology.
A graduate of the University of Toronto with a Bachelor of Science in Software Engineering, Stacie began her journey as a developer and steadily evolved into a strategic product leader. Today, she is a passionate advocate for digital transformation in the accounting profession, helping firms understand and embrace the opportunities that emerging technologies bring.
Dr. Sean Stein Smith, DBA, CPA
LinkedIn
A recognized expert in blockchain and crypto assets, Professor Stein Smith has developed and taught the first courses on these topics at Lehman College since 2021. His award-winning research has received national and international recognition, and he frequently appears in media discussing blockchain and accounting technologies. He has published multiple books and numerous articles, including a weekly column on Forbes related to accounting, policymaking, and financial reporting.
Tom Groskopf, CPA
LinkedIn
Tom is a nationally recognized authority on accounting and auditing topics and has served on numerous national and international standard-setting committees. He serves as the service line leader for the firm’s accounting and audit practice. Tom is also the Technical Director of the Center for Plain English Accounting (CPEA) CPEA is the AICPA’s national office resource for CPA firms with over 400 member firms ranging from sole practitioners to several of the largest firms in the nation.
October 22-23, 2025 | November 12-13, 2025
Download the full conference agenda as a PDF
Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.
Ethics & Talent Management / Essential Skills & Prof. Development | Technology Strategy & Productivity | Tax Strategy | Accounting & Auditing Compliance | |
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8:30 a.m. - 9:20 a.m. | Keynote 1. Stay In The Game - A Healthy Look at the Profession Jim Laudato, CPA (inactive) |
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9:20 a.m. - 9:30 a.m. | Conference Break | |||
9:30 a.m. - 10:45 a.m. | 2. Ohio Professional Standards and Responsibilities Tiffany Crosby, MBA, CTP, CGMA, CPA |
3. Accounting for the Unexpected: Compliance and Cyber Risk in 2025 Kyle Kubiak and Brad Herold |
4. Federal Tax Update Seth Moody and Phillip Moran |
5. Accounting Standard Update Mike Shea, CPA |
10:45 a.m. - 11:00 a.m. | Conference Break | |||
11:00 a.m. - 12:15 p.m. | 2. Ohio Professional Standards and Responsibilities Cont. |
6. EOS as a Framework to Developing High Performing Teams Crystal Faulkner, CPA |
7. Maximizing Tax Breaks for Small Businesses Brandon Cook, CPA |
8. Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements Jami Blake |
12:15 p.m. - 1:00 p.m. | Lunch | |||
1:00 p.m. - 2:15 p.m. | 9. Building Cohesion and Trust Jim Laudato, CPA (inactive) |
10. Cyber Security, Ransomware, and AI Risk Management Mike Moran |
11. An IRS Update Justin Yarnell, CPA |
12. Financial Fraud Schemes 2025 and Beyond Lewis Baum |
2:15 p.m. - 2:25 p.m. | Conference Break | |||
2:25 p.m. - 3:15 p.m. | 13. Influence with Intention Matt Lis |
14. Implications of Bitcoin Reserves and Pro-Crypto SEC Dr. Sean Stein Smith, DBA, CPA |
15. Retirement Planning Legal Considerations Erin Eurenius, Esq., CELA, CPA, MBA |
16. Not-for-Profit A&A Update Alexander K. Buchholz, CPA, MBA, CGMA, PKF |
3:15 p.m. - 3:30 p.m. | Conference Break | |||
3:30 p.m. - 4:45 p.m. | 17. Automation and AI Stacie Simmons |
18. Social Security: Retirement Update Theresa Busher Kelly Draggoo |
19. Update on Standards for Audit and Attestation Engagements Mike Manspeaker |
October 22-23, 2025 | November 12-13, 2025
Download the full conference agenda as a PDF
Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.
Financial Accounting Reporting & Analysis | Business MGMT & Strategy | Risk MGMT & Fraud | Tax Compliance | Accounting & Auditing Risk MGMT | |
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8:30 a.m. - 9:20 a.m. | 20. Keynote Sam Mansour, CPA |
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9:20 a.m. - 9:30 a.m. | Conference Break | ||||
9:30 a.m. - 10:45 a.m. | 21. TBD | 22. Money Laundering Robert Nordlander, CPA, CFE |
23. OSCPA Legislative Update Greg Saul |
24. An Update on Financial Reporting Michael Purcell, CPA |
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10:45 a.m. - 11:00 a.m. | Conference Break | ||||
11:00 a.m. - 12:15 p.m. | 25. Microsoft Excel: VBA and Macros from Beginner to Expert – How to Automate Tasks and Unlock Business Value Wendy M. Tietz, Ph.D., CPA, CMA, CGMA, CSCA |
26. Data Analytics | 27. Individual Tax Strategy Update Dave Krebs, CPA |
28. Cyber Fraud Tony LaNasa, CPA |
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12:15 p.m. - 1:00 p.m. | Lunch | ||||
1:00 p.m. - 2:15 p.m. | 29. Economic & Market Update: What’s New & What’s Next Michael McKeown, CFA, CPA |
30. To Catch a Thief Robyn Shaw |
31. Cost Segregation Craig Miller, CPA, CGMA, CCSP |
32. Risk Mitigation: Strategies for Safeguarding Financial Integrity through Accounting and Auditing Justin Yarnell, CPA |
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2:15 p.m. - 2:25 p.m. | Conference Break | ||||
2:25 p.m. - 3:15 p.m. | 33. Advanced Financial Statement Analysis for Decision-Making Jim Gilbert and James Miller |
34. Future-Proof Your Leadership: Building Flexibility, Agility, and Resilience Jon Lokhorst, CSP, CPA, PCC |
35. The Pro’s and Cons of an Ohio Sales/Use Tax Audit Steve Dimengo |
36. Bitcoin Adoption Nick Ward CPA, CBP |
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3:15 p.m. - 3:30 p.m. | Conference Break | ||||
3:30 p.m. - 4:45 p.m. | 37. M&A Reporting Dustin Vrabel |
38. Collusion in Fraud: Detection Approaches Yigal M. Rechtman, CPA, CFE, CITP, CISM |
39. Cannibus Industry Update Justin Breidenbach, CPA |
40. Reimagining Risk Assessment - Center for Plain English Accounting Training Tom Groskopf, CPA and Matthew D. Rosen CPA, MBA |
October 22-23, 2025 | November 12-13, 2025
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