October Accounting Show Day 1

- How to create new habits and eliminate old ones (Start small, finish big)

- What to do with worry and negative emotions (The new alert system)

- How to stay calm within the chaos (Empathy)

- Explore practical applications of the Ohio Revised Code (ORC) and the Ohio Administrative Code (OAC) in our modern environment.

- Examine the concept of ethics, ethical drift and the ethical decision-making process.

- Engage in an interactive review of the licensing, ethics and independence rules that apply to Ohio CPAs.

- Decode Today’s Compliance Landscape: Understand how the latest GLBA and PCI requirements apply to CPA firms—and what’s at risk without alignment.

- Build a Human Firewall: Why people are a critical perimeter and explore best practices for staff training and policy enforcement. 

- Follow the Formula for Security That Sticks: Receive a step-by-step GLBA blueprint and checklist for implementing a unified security approach that meets compliance and defends across every layer.

- Explore anticipated changes in federal tax regulations and their potential impacts on accounting practices.

- Identify emerging trends and legislative proposals shaping the future landscape of federal taxation.

- Develop strategies to adapt tax planning and compliance efforts in anticipation of forthcoming legislative shifts.

- Understand the key revisions and updates in recent accounting standards issued by regulatory bodies.

- Learn practical implications and implementation strategies for incorporating new accounting standards into financial reporting processes.

- Explore case studies and examples to enhance comprehension of the changes and their impact on financial statements.

- Understand how the Entrepreneurial Operating System (EOS) provides a clear framework for building and scaling high-performing teams.

- Explore how EOS fosters a culture of accountability, healthy communication, and effective execution.

- Discover how EOS helps build enterprise value by focusing on results.

- Utilizing / Recognizing retirement plan options

- Embracing the tax planning process

- Maximizing depreciation options and the QBI deduction

- When to have the R&D credit discussion

- Understand the objective of a review of financial statements and how it differs from an audit of financial statements

- Understand the changes to the performance of reviews, compilations, and financial statement preparation engagements as a result of the issuance of the quality management standards (which are effective December 2025)

- Understand when accountants are required to perform an engagement to prepare financial statements in accordance with AR-C section 70

- The difference between predictive trust and vulnerability based trust (VBT)

- Discover the scientific reason why we don't speak up, procrastinate, and don't follow through.

- How to integrate and slowly shift bad habits to good habits.

- Understand emerging cybersecurity threats, including ransomware and AI-driven attacks.

- Identify risk management strategies to detect, prevent, and respond to cyber incidents.

- Explore the role of governance and internal controls in mitigating AI-related security risks.

- Gain insights into recent IRS policy changes and their implications for tax compliance and reporting.

- Understand key updates in IRS enforcement priorities and procedures affecting individuals and businesses.

- Learn strategies to navigate IRS audits and inquiries effectively while minimizing risks of non-compliance.

- Fraud Trends and Assessing Risk in today’s changing environment

- How A.I. and technology are being leveraged

- Steps to reduce falling victim

- Learn the Golden Rule of Influencing

- Learn how to create a better message

- Learn techniques to influence better outcomes

- Examine the financial and regulatory implications of holding Bitcoin and other crypto assets as reserves.

- Understand how evolving SEC positions on crypto impact accounting, disclosure, and compliance.

- Explore the risks and opportunities for firms navigating a more crypto-friendly regulatory environment.

- Understand key strategies for tax-efficient retirement income and asset withdrawal.

- Identify planning considerations across various retirement account types and contribution limits.

- Explore tools to help clients align retirement goals with changing financial and life circumstances.

- Review recent changes in accounting standards and reporting requirements for not-for-profits.

- Understand current audit challenges and areas of focus specific to the nonprofit sector.

- Identify best practices for financial statement preparation, compliance, and internal controls.

- Understand current trends in automation and AI impacting the accounting profession.

- Identify opportunities to improve efficiency and accuracy through AI-powered tools and workflows.

- Explore risks, ethical considerations, and governance practices related to AI adoption.

- Review recent changes and proposals affecting Social Security benefits and claiming strategies.

- Understand how updates to retirement policy and legislation impact financial planning.

- Identify key considerations for integrating Social Security into a comprehensive retirement plan.

- Update on the standard setting activities of the AICPA ASB and ARSC

- Understand an overview of recently effective, and issued but not yet effective, ASB and ARSC standards

- Understand an overview of proposed ASB standards (exposure drafts)

- Update on standard setting projects in process