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CoreCon - Core Skills Conference
ID: 59466
Thursday August 22, 2024 8:30AM - 4:30PM
Topics:
Tax
Audit + Assurance
Financial Accounting, Reporting + Analysis
Business + Economic Update
Business Management + Strategy
Ethics + Professional Standards
Do more than check the compliance box! Strengthen core financial accounting, audit and assurance, tax, and ethics competencies at CORECon 2024, where you'll engage in next-level learning with national, state and local thought leaders.
Get the latest updates on:
- Financial reporting and auditing
- State and local tax developments including a legislative update
- Professional standards and responsibilities (ethics)
- The economy and what's ahead in 2024
And you know what they say—the larger the group, the bigger the discount!
- 5-9 attendees = 10% off
- 10+ attendees = 20% off
Call Member Services at 614.764.2727 to register your group.
Agenda
22Aug
1. How Self Care Builds Better Teams
CPE: 1 PD
2. Ohio Professional Standards and Responsibilities
CPE: 3 RE
3. The Future of Tax Incentives
CPE: 1.5 TX
4. OSCPA Legislative Update
CPE: 1.5 TX
5. Sustainable Value Creation - People, Planet, Profit
CPE: 1 FI
6. Multistate Tax Update
CPE: 1 TX
7. What's Going On at the FASB?
CPE: 1.5 AC
8. Financial Planning and Tax Efficient Investing
CPE: 1.5 TX
9. Economic Update
CPE: 1.5 EC
Agenda
22Aug
1. How Self Care Builds Better Teams
CPE: 1 PD 8:30 AM - 9:20 AMSpeaker: James Laudato
- Understand the crucial link between individual well-being and team performance.
- Identify actionable strategies for integrating self-care practices into daily routines to foster resilience and enhance team dynamics.
- Explore the impact of self-awareness, boundary-setting, and stress management on team cohesion and productivity.
2. Ohio Professional Standards and Responsibilities
CPE: 3 RE 9:30 AM - 12:10 PMSpeaker: Justin Breidenbach
- Develop a clear understanding of professional standards and ethical responsibilities
- Identify common ethical dilemmas and challenges encountered in professional practice, and explore effective strategies for ethical decision-making and resolution.
- Enhance awareness of the broader implications of ethical behavior on organizational reputation, client trust, and long-term professional success.
3. The Future of Tax Incentives
CPE: 1.5 TX 9:30 AM - 10:45 AMSpeaker: Matt Hunt
- Outline the evolution of R&D credits and 179D deductions
- Explore recent updates in tax code
- Anticipate the impact of expiring TCJA provisions and global economic shifts on these incentives
- Emphasize the role of CPAs as trusted advisors in navigating the complexities of tax incentives
4. OSCPA Legislative Update
CPE: 1.5 TX 10:55 AM - 12:10 PMSpeaker: Gregory Saul
- Gain insights into timely state and federal legislative issues
- Learn about recent and upcoming regulatory reforms at the Ohio Department of Taxation and Accountancy Board of Ohio
- Review state and federal judicial decisions impacting tax developments
5. Sustainable Value Creation - People, Planet, Profit
CPE: 1 FI 12:50 PM - 1:40 PMSpeaker: Mary Adams
- Understand sustainability interconnections and how multiple factors drive long-term value
- Explore the impact of investing in employee well-being on organizational innovation
- Analyze methods to embed sustainable principles into business processes for enhanced financial performance
6. Multistate Tax Update
CPE: 1 TX 12:50 PM - 1:40 PMSpeaker: Christopher Smyke
Speaker: Logan Linkhart
- Stay informed about the latest changes in state sales tax laws, regulations, and rates.
- Understand the impact of recent state sales tax updates on compliance and reporting obligations.
- Learn how to adapt business strategies, pricing, and operations in response to state sales tax updates.
7. What's Going On at the FASB?
CPE: 1.5 AC 1:50 PM - 3:05 PMSpeaker: Thomas Groskopf
Speaker: Matthew Rosen
- Stay current with the latest developments and initiatives undertaken by the FASB in standard-setting and regulatory updates.
- Gain insights into upcoming changes in accounting standards and their potential impacts on financial reporting practices.
- Understand key FASB projects, priorities, and their implications for stakeholders, enabling better-informed decision-making and compliance efforts.
8. Financial Planning and Tax Efficient Investing
CPE: 1.5 TX 1:50 PM - 3:05 PMSpeaker: Tom Carline
- Understand how to manage, defer and reduce tax liability to improve the bottom line.
- Discuss tax-smart portfolios that grow while generating tax losses.
- Share creative tax savings strategies for business owners “Beyond the 401k”.
9. Economic Update
CPE: 1.5 EC 3:15 PM - 4:30 PMSpeaker: Ben Ayers
- Acquire a comprehensive understanding of current economic trends, including factors influencing global, national, and regional economies.
- Analyze the implications of recent economic developments on industries, markets, and business strategies.
- Equip participants with actionable insights and strategic frameworks to navigate uncertainties, capitalize on opportunities, and mitigate risks in today's dynamic economic landscape.
Agenda
22Aug
1. How Self Care Builds Better Teams
CPE: 1 PD 8:30 AM - 9:20 AMSpeaker: James Laudato
- Understand the crucial link between individual well-being and team performance.
- Identify actionable strategies for integrating self-care practices into daily routines to foster resilience and enhance team dynamics.
- Explore the impact of self-awareness, boundary-setting, and stress management on team cohesion and productivity.
9. Economic Update
CPE: 1.5 EC 3:15 PM - 4:30 PMSpeaker: Ben Ayers
- Acquire a comprehensive understanding of current economic trends, including factors influencing global, national, and regional economies.
- Analyze the implications of recent economic developments on industries, markets, and business strategies.
- Equip participants with actionable insights and strategic frameworks to navigate uncertainties, capitalize on opportunities, and mitigate risks in today's dynamic economic landscape.
Agenda
22Aug
3. The Future of Tax Incentives
CPE: 1.5 TX 9:30 AM - 10:45 AMSpeaker: Matt Hunt
- Outline the evolution of R&D credits and 179D deductions
- Explore recent updates in tax code
- Anticipate the impact of expiring TCJA provisions and global economic shifts on these incentives
- Emphasize the role of CPAs as trusted advisors in navigating the complexities of tax incentives
4. OSCPA Legislative Update
CPE: 1.5 TX 10:55 AM - 12:10 PMSpeaker: Gregory Saul
- Gain insights into timely state and federal legislative issues
- Learn about recent and upcoming regulatory reforms at the Ohio Department of Taxation and Accountancy Board of Ohio
- Review state and federal judicial decisions impacting tax developments
6. Multistate Tax Update
CPE: 1 TX 12:50 PM - 1:40 PMSpeaker: Christopher Smyke
Speaker: Logan Linkhart
- Stay informed about the latest changes in state sales tax laws, regulations, and rates.
- Understand the impact of recent state sales tax updates on compliance and reporting obligations.
- Learn how to adapt business strategies, pricing, and operations in response to state sales tax updates.
8. Financial Planning and Tax Efficient Investing
CPE: 1.5 TX 1:50 PM - 3:05 PMSpeaker: Tom Carline
- Understand how to manage, defer and reduce tax liability to improve the bottom line.
- Discuss tax-smart portfolios that grow while generating tax losses.
- Share creative tax savings strategies for business owners “Beyond the 401k”.
Agenda
22Aug
2. Ohio Professional Standards and Responsibilities
CPE: 3 RE 9:30 AM - 12:10 PMSpeaker: Justin Breidenbach
- Develop a clear understanding of professional standards and ethical responsibilities
- Identify common ethical dilemmas and challenges encountered in professional practice, and explore effective strategies for ethical decision-making and resolution.
- Enhance awareness of the broader implications of ethical behavior on organizational reputation, client trust, and long-term professional success.
5. Sustainable Value Creation - People, Planet, Profit
CPE: 1 FI 12:50 PM - 1:40 PMSpeaker: Mary Adams
- Understand sustainability interconnections and how multiple factors drive long-term value
- Explore the impact of investing in employee well-being on organizational innovation
- Analyze methods to embed sustainable principles into business processes for enhanced financial performance
7. What's Going On at the FASB?
CPE: 1.5 AC 1:50 PM - 3:05 PMSpeaker: Thomas Groskopf
Speaker: Matthew Rosen
- Stay current with the latest developments and initiatives undertaken by the FASB in standard-setting and regulatory updates.
- Gain insights into upcoming changes in accounting standards and their potential impacts on financial reporting practices.
- Understand key FASB projects, priorities, and their implications for stakeholders, enabling better-informed decision-making and compliance efforts.
Speakers
James Laudato
1. How Self Care Builds Better Teams
Jim is the founder of 912, a company dedicated to coaching the benefits of teamwork by dramatically shifting the way individuals communicate, collaborate, and showcase leadership while pursuing their goals. He is a Certified Public Accountant (CPA) and former owner of the Laudato & Company, a CPA firm that advised individuals and small businesses for over 18 years.
He enjoys connecting individuals to a larger goal and appreciates the process of personal development needed to move towards a better version of oneself. He is an authorized partner in DiSC and The Five Behaviors of a Cohesive Team. Jim has completed multiple leadership ventures to the Grand Canyon through telos, a world leader in strategy, leadership, and change.
Over the years he has held community board related positions and likes to highlight his ability to make a positive impact and uses change as an opportunity to grow. “Bring people together at the human level with respect” is the centerpiece of what he does. Although trained in advising small business, Jim is moved by inspiring individuals, teams, and organizations to become better and LIBTIFY (leave it better than you found it), a philosophy which sets the stage for his purpose.
Jim resides in Chardon with his wife Kelly and two great blessings. He is an avid runner and obtains his education outdoors. His strong faith in God allows him to test the edges of life, while appreciating the smaller parts.
Justin Breidenbach
2. Ohio Professional Standards and Responsibilities
Justin Breidenbach received his Masters of Accountancy from Bowling Green State University and is a licensed Certified Public Accountant and Certified Fraud Examiner.
Justin operates an accounting practice that provides general accounting, financial reporting, tax, advisory, and CFO services. Justin provides services to individuals and businesses in the fields of manufacturing, distribution, service, not-for-profit, and medical & adult-use cannabis.
Justin began research, and providing consulting services, in the medical and adult-use cannabis industry in 2013. He works with cultivators, processors, and dispensaries on accounting and regulatory issues throughout the United States and international markets.
Services provided to the medical and adult-use cannabis industry include: tax compliance, 280e analysis and cost allocation, research and development (R&D) tax credits and incentives, entity structures and relationships, internal controls, banking and financial services, state licensing requirements, financial reporting and budgeting, assistance with capital raises, and more.
Justin formerly served as an Associate Professor of Accounting at Ohio Wesleyan University. He instructed courses on financial accounting, taxation, and audit & assurance services. Prior to joining the faculty at OWU, Justin served as a faculty member at Lake Erie College where he instructed courses on financial accounting, taxation, audit & assurance services, and fraud & forensic accounting.
Updated 2-10-2020
Justin Breidenbach received his Masters of Accountancy (MAcc) from Bowling Green State University (Bowling Green, Ohio) and is a licensed Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE). Justin serves as an Associate Professor of Accounting at Ohio Wesleyan University (Delaware, Ohio). He instructs courses on financial accounting, taxation, and audit & assurance services. Justin also oversees the Accounting Fellows program at OWU in which students participate in travel-learning experiences to meet with business leaders, accounting professionals, and politicians domestically and abroad. Prior to joining the faculty at OWU, Justin served as a faculty member at Lake Erie College (Painesville, Ohio) where he instructed courses on financial accounting, taxation, auditing, and fraud & forensic accounting.
Before joining the world of academia, Justin worked in public accounting proving audit, tax, and consulting services. He still enjoys consulting on accounting-related topics through his business Breidenbach Consulting Services LLC. Justin provides services to individuals and businesses in the fields of manufacturing, distribution, service, not-for-profit, and medical & adult-use cannabis.
Updated 2-10-2020 By Brandy Chapman
Added 11.26.19 - MW
"Justin Breidenbach serves as an Associate Professor of Accounting at Ohio Wesleyan University (Delaware, OH) and instruct courses relating to principles of financial accounting, intermediate accounting, federal tax accounting, and auditing & assurance services.
Justin also operate a consulting business that services individuals and companies on various accounting, tax, and business needs.
Justin's primary consulting and research interests are financial reporting, auditing & assurance services, internal controls, tax accounting & regulation, and financial fraud detection & deterrence. His current consulting and research also includes work in the state legalized marijuana industry. Justin's work has been specialized in the areas of operations, internal controls, taxation, regulation, employment, banking, insurance, financial sustainability, and pricing. He has toured - and continues to tour - production (cultivator), processing, and retail/dispensary operations in various states and internationally that have legalized marijuana for medical and/or adult recreational use.
Prior to joining the faculty at OWU, Justin served as a full-time faculty member at Lake Erie College where he instructed courses relating to financial accounting, fraud & forensic accounting, auditing, and tax. Additionally, Justin assisted in the creation of a fraud and forensic accounting concentration at Lake Erie College and served as a faculty advisor to the student run Accounting Club and student accounting competition teams.
Prior to joining the world of academia, Justin had extensive professional work experience in public accounting, and he still enjoys consulting individuals and businesses on accounting related topics."
Matt Hunt
3. The Future of Tax Incentives
As ABGi’s National Director of CPA Relationships and Alliances, Matt leads a team responsible for partnering with CPA firms across the country to identify clients that can utilize various specialty tax incentives. Matt works with hundreds of CPA firms across the country and led the firm’s response to Section 174 amortization and its technical implications for ABGi clients. He teaches CPE classes relating to the R&D tax credit, 179D deduction, Section 174 amortization, and has presented on the Future of Tax Incentives. Matt has also spoken at Morgan Lewis’ Research & Development Tax Credit Symposium.
Matt has over 20 years in the accounting industry, starting at Grant Thornton, and after leaving, built, and led Internal Audit Departments in both publicly traded and private organizations with revenues ranging from $3 billion to $125 billion. Matt is a CPA and CFE and earned his BS in Finance and Accounting from Indiana University and his MBA in Financial Management and Control from DePaul University.
Gregory Saul
4. OSCPA Legislative Update
Greg is a graduate of Capital University Law School (cum laude, 2009) and Knox College (magna cum laude, 2003) with experience in the legal division of the Ohio Auditor of State’s office and at the Ohio Supreme Court. He previously served as Legislative Aide to former state Senate President Pro Tempore Jeff Jacobson from 2003 through 2008. In addition, he holds an Ohio agent’s license for property and casualty insurance, plus life & health insurance, and variable annuities.
Prior to joining the Society in 2013, Greg worked at the National Federation of Independent Business (NFIB) as its Member Benefits Program Manager. As OSCPA’s Director of Tax Policy, he is responsible for lobbying state legislators and regulatory officials in the executive branch on tax and general business issues.
He is a native of Napoleon who currently resides in Columbus’ German Village.
Mary Adams
5. Sustainable Value Creation - People, Planet, Profit
Mary Adams is a consultant, speaker and practitioner of intangible capitalism which focuses on the long-term pursuit of both profits and prosperity.
Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.
Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America at Citicorp and Sanwa Business Credit. She received a BA Political Science from Rice University and a Master of International Management from the Thunderbird School (now part of Arizona State).
Christopher Smyke
6. Multistate Tax Update
Chris is a senior tax staff in Plante Moran’s state and local tax group. His focus includes federal and multi-state taxation and he advises clients on a variety of state tax issues including income and franchise, sales and use, and municipal income tax.
Smyke received his Masters of Science in Accountancy from the University of Illinois at Urbana-Champaign. He completed his undergraduate education in Economics and History at The Ohio State University. Prior to joining the accounting field he worked in state politics in the office of Lt. Governor Mary Taylor and later as the Director of Regulatory Affairs for the Ohio Petroleum Marketers and Convenience Store Association. Chris resides in Powell, Ohio with his wife and two children.
Logan Linkhart
6. Multistate Tax Update
Logan, a Tax Senior at Plante Moran, specializes in multi-state taxation, offering comprehensive guidance to clients on diverse tax matters such as income and franchise, sales and use, property, and municipal income tax.
As a first-generation college graduate, Logan achieved Magna Cum Laude honors at Ohio University, earning a Bachelor of Business Administration in Accounting, Business Analytics, and Business Pre-Law. Her involvement in the Ohio University Marching 110 and leadership role as Vice President of Philanthropy for OHIO Women in Business reflect her diverse interests and dedication beyond academics.
Logan's professional journey is marked by a passion for delivering impactful solutions. At Plante Moran, she has consistently demonstrated her expertise in navigating complex tax landscapes, earning recognition for her adeptness in devising strategies that optimize clients' tax positions while ensuring compliance with evolving regulations.
Beyond her professional pursuits, Logan is an advocate for educational access and empowerment. As a mentor, she actively supports first-generation college students, drawing from her own experiences to inspire and guide them toward achieving their academic and career aspirations.
With a dedication to continuous learning, Logan exemplifies a holistic approach to success, blending her expertise, leadership, and altruistic endeavors to make a positive impact both professionally and personally.
Thomas Groskopf
7. What's Going On at the FASB?
Tom is a nationally recognized authority on accounting and auditing topics. He has been selected by his peers to serve on numerous national and international standard-setting committees, and is service line leader for Barnes Dennig’s accounting and audit practice.
Accounting Today named Tom to the list of the Top 100 Most Influential People in Accounting. This honor recognizes Tom’s leadership of the Center for Plain English Accounting, a key program of the American Institute of Certified Public Accountants.
Tom is a member of the inaugural Private Company Council, which will work with the Financial Accounting Standards Board to determine if and how U.S. GAAP should be adapted for private companies. He also serves as the representative of the United States on the International Financial Reporting Standards’ Small- and Medium-sized Entity Implementation Group, which gives him a front-row seat to the ongoing efforts to merge national and international accounting standards.
The American Institute of Certified Public Accountants (AICPA) has selected Tom to serve as the Technical Director of the AICPA’s Center for Plain English Accounting (a national accounting and auditing resource center for CPA firms).
Tom previously served on the advisory-only FASB Private Company Financial Reporting Committee, and he served a three-year term on the AICPA’s Technical Issues Committee.
He speaks annually at numerous national and regional events. In addition, he has been quoted in numerous local and national publications, and he has been asked by numerous attorneys to testify as an expert witness in accounting-related cases.
Tom is a summa cum laude graduate of Xavier University with a Bachelor of Science in Accounting. He also holds a Master of Business Administration degree with a concentration in Finance with High Honor from Xavier University.
Xavier University has appointed him a member of its Accounting Department’s Board of Executive Advisors. In addition to being a CPA, he holds the designation of Certified Valuation Analyst (CVA).
Matthew Rosen
7. What's Going On at the FASB?
Tom Carline
8. Financial Planning and Tax Efficient Investing
Tom Carline, CPFA™️, CPC, QPA, QKC, QKA®️
Retirement Plan Consultant – Wealth Manager
Everhart Advisors
Phone: 614-717-9705 Direct: 614-763-0646
Email: [email protected]
Web: everhartadvisors.com
535 Metro Place South | Dublin, OH 43017
Bio: Tom Carline is a Retirement Plan Consultant & Wealth Manager at Everhart Advisors. Tom has over 13 years of experience in retirement plan design, compliance, and administration. Before joining Everhart Advisors, Tom lead the region’s largest independent third-party administration firm in Ohio, Kentucky, and Indiana. He has helped hundreds of companies nationwide optimize their retirement plan strategy.
Tom concentrates on advising cash balance plans, providing tax planning strategies for business owners and enhanced retirement benefits for senior executives.
Overall, Tom works with small-to-medium-sized businesses to maximize the utility of their corporate retirement plan and with individuals on creating financial independence. Tom believes every business deserves a world-class retirement plan and every person a secure retirement.
Tom has earned numerous professional designations from the American Society of Pension Professionals and Actuaries such as: Certified Plan Fiduciary Advisor™️ (CPFA), Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC), and Qualified 401(k) Administrator®️ (QKA).
Tom has a Bachelor of Science in Business Administration from The Ohio State University with a major in finance
https://everhartadvisors.com/speaker-bios/
Ben Ayers
9. Economic Update
Ben Ayers is a Senior Economist with Nationwide Economics, supporting the company’s forecasting and macroeconomic analysis functions. Ben’s responsibilities include forecasting enterprise business drivers to assist the company’s strategic planning. He currently authors a weekly economic review and outlook as well as commentary pieces on key economic topics. Ben is a frequent presenter of Nationwide Economics’ forecasts and analyses to internal and external audiences.
He has been quoted in multiple media outlets, including The Wall Street Journal, The New York Times, U.S. News & World Report, MarketWatch, Barron’s, and The Associated Press.
Prior to joining Nationwide in August 2011, Ben served as an Assistant Vice President at Citi Hedge Fund Services North America.
Ben holds a Master of Science in Economics from the Ohio State University, specializing in applied economic analysis. Prior to this degree, he earned a BSBA from the Fisher College of Business at the Ohio State University, with a focus on economics and international business. He is a member of the National Association for Business Economics.