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October Accounting Show Day 2

ID: 63611
Thursday October 23, 2025 8:30AM - 4:45PM
Topics: Tax Audit + Assurance Essential Skills + Professional Development Financial Accounting, Reporting + Analysis Risk Management + Fraud Talent Management + Human Resources Business Management + Strategy Diversity, Equity + Inclusion Technology Ethics + Professional Standards
NON-MEMBERS$404.00
MEMBERS$323.00
YOUR PRICE$404.00
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Come one, come all to OSCPA's Greatest Accounting Show! Join us under our virtual big top, where you'll gain jumbo-sized knowledge from our jackpot of excellent speakers!

Significant challenges always present opportunities to rethink the future. The Accounting Shows are your path to success! Join us for a virtual Accounting Show where you can select a track or mix it up across 40 sessions at the largest, most comprehensive learning opportunity of the year.

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

23Oct
20. Keynote
CPE: 1 BM
21. TBD
CPE: 1.5 FI
22. Money Laundering
CPE: 1.5 AU
23. OSCPA Legislative Update
CPE: 1.5 TX
24. An Update on Financial Reporting
CPE: 1.5 AU
25. Microsoft Excel: VBA and Macros from Beginner to Expert – How to Automate Tasks and Unlock Business Value
CPE: 1.5 IT
26. Data Analytics
CPE: 0.75 BM, 0.75 AU
27. Individual Tax Strategies
CPE: 1.5 TX
28. Cyber Fraud
CPE: 1.5 AU
29. Economic & Market Update: What’s New & What’s Next
CPE: 1.5 EC
30. To Catch a Thief
CPE: 1.5 SK
31. Cost Segregation
CPE: 1.5 TX
32. Risk Mitigation: Strategies for Safeguarding Financial Integrity through Accounting and Auditing
CPE: 1.5 AU
33. Advanced Financial Statement Analysis for Decision-Making
CPE: 1 FI
34. Future-Proof Your Leadership: Building Flexibility, Agility, and Resilience
CPE: 1 BM
35. The Pro's and Cons of an Ohio Sales/Use Tax Audit
CPE: 1 TX
36. Bitcoin Adoption
CPE: 1 AU
37. M&A Reporting
CPE: 1 IT, 0.5 FI
38. Collusion in Fraud: Detection Approaches
CPE: 1.5 BM
39. Cannabis Industry Update
CPE: 1.5 TX
40. Reimagining Risk Assessment - Center for Plain English Accounting Training
CPE: 1.5 AU

Agenda

23Oct

20. Keynote

CPE: 1 BM 8:30 AM - 9:20 AM
Speaker: Sam Mansour

Learning objectives for this session are currently under development and will be added soon.

21. TBD

CPE: 1.5 FI 9:30 AM - 10:45 AM
Speaker: Speaker To Be Announced

Learning objectives for this session are currently under development and will be added soon.

22. Money Laundering

CPE: 1.5 AU 9:30 AM - 10:45 AM
Speaker: Robert Nordlander

- Understand the stages and methods commonly used in money laundering schemes.

- Identify red flags and compliance obligations under anti-money laundering (AML) regulations.

- Explore best practices for detection, reporting, and internal controls to mitigate AML risk.

23. OSCPA Legislative Update

CPE: 1.5 TX 9:30 AM - 10:45 AM
Speaker: Adam Garn

Learning objectives for this session are currently under development and will be added soon.

24. An Update on Financial Reporting

CPE: 1.5 AU 9:30 AM - 10:45 AM
Speaker: Michael Purcell

- Understand recent updates and changes in financial reporting standards and regulations.

- Identify key components and best practices for accurate and transparent financial statements.

- Explore common challenges and solutions in preparing and presenting financial reports.

25. Microsoft Excel: VBA and Macros from Beginner to Expert – How to Automate Tasks and Unlock Business Value

CPE: 1.5 IT 11:00 AM - 12:15 PM
Speaker: Wendy Tietz

- Describe how to record a macro to automate routine tasks

- Construct basic macros in Excel using VBA

- Evaluate business scenarios to determine when implementing VBA provides a cost-effective solution

26. Data Analytics

CPE: 0.75 BM, 0.75 AU 11:00 AM - 12:15 PM
Speaker: Speaker To Be Announced

Learning objectives for this session are currently under development and will be added soon.

27. Individual Tax Strategies

CPE: 1.5 TX 11:00 AM - 12:15 PM
Speaker: David Krebs

- Uncover recent updates and changes in individual tax laws and regulations.

- Learn effective tax planning strategies tailored to individuals

- Explore practical examples and case studies demonstrating the application of updated tax strategies to optimize individual tax outcomes.

28. Cyber Fraud

CPE: 1.5 AU 11:00 AM - 12:15 PM
Speaker: Anthony LaNasa

- Break down emerging trends and tactics in cyber fraud targeting businesses and individuals.

- Learn practical strategies for detecting, preventing, and mitigating cyber fraud risks.

- Explore case studies and real-world examples illustrating the impact of cyber fraud and effective response measures.

29. Economic & Market Update: What’s New & What’s Next

CPE: 1.5 EC 1:00 PM - 2:15 PM
Speaker: Michael McKeown

- Consider current economic trends and developments impacting businesses and industries.

- Learn strategies for adapting business plans and operations to economic shifts and opportunities.

- Explore case studies and expert insights to inform decision-making in response to evolving economic conditions.

30. To Catch a Thief

CPE: 1.5 SK 1:00 PM - 2:15 PM
Speaker: Speaker To Be Announced

- Understand common fraud schemes and tactics used by perpetrators to conceal theft.

- Learn investigative techniques and tools to detect and gather evidence of fraud.

- Explore case studies illustrating successful fraud detection and prevention strategies.

31. Cost Segregation

CPE: 1.5 TX 1:00 PM - 2:15 PM
Speaker: Craig Miller

- Understand the fundamentals of cost segregation and its benefits for tax planning.

- Identify property components eligible for accelerated depreciation through cost segregation.

- Learn how to properly document and implement cost segregation studies to maximize tax savings.

32. Risk Mitigation: Strategies for Safeguarding Financial Integrity through Accounting and Auditing

CPE: 1.5 AU 1:00 PM - 2:15 PM
Speaker: Justin Yarnell

- Gain insights into key risks to financial integrity in accounting and auditing practices.

- Learn practical strategies for identifying, assessing, and mitigating financial risks effectively.

- Explore case studies and examples demonstrating successful implementation of risk mitigation techniques in accounting and auditing processes.

33. Advanced Financial Statement Analysis for Decision-Making

CPE: 1 FI 2:25 PM - 3:15 PM
Speaker: Speaker To Be Announced

- Develop skills to interpret complex financial statements beyond basic ratios and metrics.

- Learn techniques to assess financial health, performance trends, and risks for informed decisions.

- Explore how to integrate financial analysis into strategic planning and operational decision-making.

34. Future-Proof Your Leadership: Building Flexibility, Agility, and Resilience

CPE: 1 BM 2:25 PM - 3:15 PM
Speaker: Jon Lokhorst

- Understand the key traits of flexible, agile, and resilient leadership in today’s dynamic environment.

- Learn strategies to adapt leadership styles to changing challenges and opportunities.

- Explore tools to foster team resilience and sustain high performance through uncertainty.

35. The Pro's and Cons of an Ohio Sales/Use Tax Audit

CPE: 1 TX 2:25 PM - 3:15 PM
Speaker: Steven Dimengo

- Understand the typical triggers and scope of Ohio sales and use tax audits.

- Identify potential benefits and challenges businesses face during these audits.

- Learn best practices to prepare for, manage, and respond effectively to an Ohio sales/use tax audit.

36. Bitcoin Adoption

CPE: 1 AU 2:25 PM - 3:15 PM
Speaker: Nicholas Ward

- Understand the current landscape and drivers behind the growing adoption of Bitcoin.

- Explore the financial, regulatory, and operational implications of integrating Bitcoin in business.

- Assess risks and opportunities associated with using Bitcoin as a payment or investment tool.

37. M&A Reporting

CPE: 1 IT, 0.5 FI 3:30 PM - 4:45 PM
Speaker: Dustin Vrabel

- Understand key accounting and disclosure requirements for mergers and acquisitions.

- Learn how to analyze and present financial impacts of M&A transactions in reports.

- Explore best practices for compliance and transparent communication with stakeholders.

38. Collusion in Fraud: Detection Approaches

CPE: 1.5 BM 3:30 PM - 4:45 PM
Speaker: Yigal Rechtman

- Understand how collusion increases complexity and challenges in fraud schemes.

- Identify common signs and red flags indicating collusive behavior in organizations.

- Explore effective investigative techniques and tools to detect and prevent collusion.

39. Cannabis Industry Update

CPE: 1.5 TX 3:30 PM - 4:45 PM
Speaker: Justin Breidenbach

- Explore recent developments and trends in the cannabis industry.

- Learn about regulatory changes and market dynamics affecting the cannabis market.

- Gain insights into investment opportunities and challenges within the cannabis industry.

40. Reimagining Risk Assessment - Center for Plain English Accounting Training

CPE: 1.5 AU 3:30 PM - 4:45 PM
Speaker: Thomas Groskopf
Speaker: Matthew Rosen

- Identify key risk factors in auditing and accounting processes.

- Learn methods for assessing and prioritizing risks effectively.

- Explore practical strategies for mitigating risks identified during the auditing and accounting process.

Agenda

23Oct

20. Keynote

CPE: 1 BM 8:30 AM - 9:20 AM
Speaker: Sam Mansour

Learning objectives for this session are currently under development and will be added soon.

Agenda

23Oct

21. TBD

CPE: 1.5 FI 9:30 AM - 10:45 AM
Speaker: Speaker To Be Announced

Learning objectives for this session are currently under development and will be added soon.

25. Microsoft Excel: VBA and Macros from Beginner to Expert – How to Automate Tasks and Unlock Business Value

CPE: 1.5 IT 11:00 AM - 12:15 PM
Speaker: Wendy Tietz

- Describe how to record a macro to automate routine tasks

- Construct basic macros in Excel using VBA

- Evaluate business scenarios to determine when implementing VBA provides a cost-effective solution

29. Economic & Market Update: What’s New & What’s Next

CPE: 1.5 EC 1:00 PM - 2:15 PM
Speaker: Michael McKeown

- Consider current economic trends and developments impacting businesses and industries.

- Learn strategies for adapting business plans and operations to economic shifts and opportunities.

- Explore case studies and expert insights to inform decision-making in response to evolving economic conditions.

33. Advanced Financial Statement Analysis for Decision-Making

CPE: 1 FI 2:25 PM - 3:15 PM
Speaker: Speaker To Be Announced

- Develop skills to interpret complex financial statements beyond basic ratios and metrics.

- Learn techniques to assess financial health, performance trends, and risks for informed decisions.

- Explore how to integrate financial analysis into strategic planning and operational decision-making.

37. M&A Reporting

CPE: 1 IT, 0.5 FI 3:30 PM - 4:45 PM
Speaker: Dustin Vrabel

- Understand key accounting and disclosure requirements for mergers and acquisitions.

- Learn how to analyze and present financial impacts of M&A transactions in reports.

- Explore best practices for compliance and transparent communication with stakeholders.

Agenda

23Oct

22. Money Laundering

CPE: 1.5 AU 9:30 AM - 10:45 AM
Speaker: Robert Nordlander

- Understand the stages and methods commonly used in money laundering schemes.

- Identify red flags and compliance obligations under anti-money laundering (AML) regulations.

- Explore best practices for detection, reporting, and internal controls to mitigate AML risk.

34. Future-Proof Your Leadership: Building Flexibility, Agility, and Resilience

CPE: 1 BM 2:25 PM - 3:15 PM
Speaker: Jon Lokhorst

- Understand the key traits of flexible, agile, and resilient leadership in today’s dynamic environment.

- Learn strategies to adapt leadership styles to changing challenges and opportunities.

- Explore tools to foster team resilience and sustain high performance through uncertainty.

38. Collusion in Fraud: Detection Approaches

CPE: 1.5 BM 3:30 PM - 4:45 PM
Speaker: Yigal Rechtman

- Understand how collusion increases complexity and challenges in fraud schemes.

- Identify common signs and red flags indicating collusive behavior in organizations.

- Explore effective investigative techniques and tools to detect and prevent collusion.

Agenda

23Oct

26. Data Analytics

CPE: 0.75 BM, 0.75 AU 11:00 AM - 12:15 PM
Speaker: Speaker To Be Announced

Learning objectives for this session are currently under development and will be added soon.

30. To Catch a Thief

CPE: 1.5 SK 1:00 PM - 2:15 PM
Speaker: Speaker To Be Announced

- Understand common fraud schemes and tactics used by perpetrators to conceal theft.

- Learn investigative techniques and tools to detect and gather evidence of fraud.

- Explore case studies illustrating successful fraud detection and prevention strategies.

Agenda

23Oct

23. OSCPA Legislative Update

CPE: 1.5 TX 9:30 AM - 10:45 AM
Speaker: Adam Garn

Learning objectives for this session are currently under development and will be added soon.

27. Individual Tax Strategies

CPE: 1.5 TX 11:00 AM - 12:15 PM
Speaker: David Krebs

- Uncover recent updates and changes in individual tax laws and regulations.

- Learn effective tax planning strategies tailored to individuals

- Explore practical examples and case studies demonstrating the application of updated tax strategies to optimize individual tax outcomes.

31. Cost Segregation

CPE: 1.5 TX 1:00 PM - 2:15 PM
Speaker: Craig Miller

- Understand the fundamentals of cost segregation and its benefits for tax planning.

- Identify property components eligible for accelerated depreciation through cost segregation.

- Learn how to properly document and implement cost segregation studies to maximize tax savings.

35. The Pro's and Cons of an Ohio Sales/Use Tax Audit

CPE: 1 TX 2:25 PM - 3:15 PM
Speaker: Steven Dimengo

- Understand the typical triggers and scope of Ohio sales and use tax audits.

- Identify potential benefits and challenges businesses face during these audits.

- Learn best practices to prepare for, manage, and respond effectively to an Ohio sales/use tax audit.

39. Cannabis Industry Update

CPE: 1.5 TX 3:30 PM - 4:45 PM
Speaker: Justin Breidenbach

- Explore recent developments and trends in the cannabis industry.

- Learn about regulatory changes and market dynamics affecting the cannabis market.

- Gain insights into investment opportunities and challenges within the cannabis industry.

Agenda

23Oct

24. An Update on Financial Reporting

CPE: 1.5 AU 9:30 AM - 10:45 AM
Speaker: Michael Purcell

- Understand recent updates and changes in financial reporting standards and regulations.

- Identify key components and best practices for accurate and transparent financial statements.

- Explore common challenges and solutions in preparing and presenting financial reports.

28. Cyber Fraud

CPE: 1.5 AU 11:00 AM - 12:15 PM
Speaker: Anthony LaNasa

- Break down emerging trends and tactics in cyber fraud targeting businesses and individuals.

- Learn practical strategies for detecting, preventing, and mitigating cyber fraud risks.

- Explore case studies and real-world examples illustrating the impact of cyber fraud and effective response measures.

32. Risk Mitigation: Strategies for Safeguarding Financial Integrity through Accounting and Auditing

CPE: 1.5 AU 1:00 PM - 2:15 PM
Speaker: Justin Yarnell

- Gain insights into key risks to financial integrity in accounting and auditing practices.

- Learn practical strategies for identifying, assessing, and mitigating financial risks effectively.

- Explore case studies and examples demonstrating successful implementation of risk mitigation techniques in accounting and auditing processes.

36. Bitcoin Adoption

CPE: 1 AU 2:25 PM - 3:15 PM
Speaker: Nicholas Ward

- Understand the current landscape and drivers behind the growing adoption of Bitcoin.

- Explore the financial, regulatory, and operational implications of integrating Bitcoin in business.

- Assess risks and opportunities associated with using Bitcoin as a payment or investment tool.

40. Reimagining Risk Assessment - Center for Plain English Accounting Training

CPE: 1.5 AU 3:30 PM - 4:45 PM
Speaker: Thomas Groskopf
Speaker: Matthew Rosen

- Identify key risk factors in auditing and accounting processes.

- Learn methods for assessing and prioritizing risks effectively.

- Explore practical strategies for mitigating risks identified during the auditing and accounting process.

Speakers

Sam Mansour
20. Keynote Sam Mansour is a seasoned CPA with over a decade of experience in the accounting and advisory industry. He began his career performing high-level financial audits across the country, gaining extensive knowledge and insight into various business practices. Leveraging this experience, Sam transitioned into advisory work, providing strategic guidance to clients nationally and internationally. His expertise extends to working with some of the largest companies in the world, supporting innovative tech growth worldwide. In addition to his advisory role, Sam has achieved significant success in the public accounting sphere. He has led his own CPA firm, growing it from 12 to over 60 employees, and has been involved in two acquisitions. His practical, action-oriented approach focuses on implementing best practices from various industries into the CPA firm model, aiming to create efficient and profitable business operations. Sam is also an accomplished Ironman triathlete, TEDx speaker and coach, known for his dedication to achieving high levels of success both personally and professionally. His mission is to help CPA firm owners transform their businesses into well-run models that maximize profitability while minimizing stress and workload.
Speaker To Be Announced
21. TBD
Robert Nordlander
22. Money Laundering Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation. With his expertise in federal complex white-collar investigations, he can uncover the scheme, trace the hidden assets and income, and speak accounting in “common” language for everyone to understand. As a former IRS employee, you also get an expert in resolving tax problems. The IRS has the power to garnish wages, levy bank accounts, and put liens on your property. You want an advocate who knows how to deal with the IRS.
Adam Garn
23. OSCPA Legislative Update Adam is a certified public accountant and an attorney. He has over 17 years of experience. He advises clients on a wide range of multistate tax issues including income and franchise, sales and use, property, business activity, and municipal income taxes. Additionally, Adam has experience negotiating and obtaining state and local incentives throughout the United States. Prior to rejoining Plante Moran in 2019, Adam practiced law for over seven years with a focus in state and local tax. While practicing law, he won a sales tax appeal at the Ohio Board of Tax Appeals changing a 20 year old precedent on the treatment of data cabling. He was also named an Ohio Rising Star by Super Lawyers for 2019 and 2020. Adam currently serves as the chair of the State and Local Tax Committee and also serves on the Global Conference Advisory Committee for the Ohio Society of CPAs. He is also the chair of the Municipal Income Tax Subcommittee for the Ohio State Bar Association Taxation Committee. Additionally, Adam serves on the Board of Directors and Finance Committee for the Area Development Foundation of Knox County. Adam is a graduate of the University of Findlay with a Bachelor of Science in Accounting and also received a Master of Taxation and Juris Doctor from Capital University.
Michael Purcell
24. An Update on Financial Reporting
Wendy Tietz
25. Microsoft Excel: VBA and Macros from Beginner to Expert – How to Automate Tasks and Unlock Business Value
Speaker To Be Announced
26. Data Analytics
David Krebs
27. Individual Tax Strategies Updated 1/6/2017 Dave is a graduate of Miami of Ohio University. He is Chief Visionary Officer of the CPA Advisory Group and Managing Member of Envision Financial Services, LLC. Dave has led a multi-divisional accounting, tax, financial services, and education firm in Columbus, Ohio, for over 25 years, and is a sought-after presenter on taxation, small business, practice development and financial planning for Thomson Reuter’s Gear Up Seminars and independently. Currently: • Author & Professional Speaker with Gear Up Tax Seminars (24 years) • President of Envision Seminars (31 years) • Chief Visionary Officer of the CPA Advisory Group (31 years) • President of Envision Financial Services, LLC (15 years) • High School Varsity Bowling Coach • Series 7 and Series 65 Licenses Servied or serving on board of: • Ohio Society of CPA’s Columbus; Past State Director and President of the Columbus Chapter • Delta Upsilon International Fraternity Educational Foundation; Past Trustee & Treasurer • Westerville Rotary, Current Board Member • University Kiwanis; Past President • Toastmasters; Past Chapter Treasurer & Trustee • Community Connections for Ohio Public Offenders; Past Chairman of the Board • Opening Doors, Past Chairman of the Board Active Member: • National Speakers Association • Ohio Speakers Forum • American Institute of CPA’s • Ohio Society of CPA’s • National Society of Public Accountants • Rotary
Anthony LaNasa
28. Cyber Fraud Focusing his practice on accounting/auditing requirements and business consulting for health care, nonprofit, manufacturing, real estate and governmental organizations, Anthony specializes in financial reporting, industry benchmarking, financial and fraud assessment, and OMB Circular A-133 requirements. Anthony provides numerous consulting services, including business plan reviews, evaluating and obtaining financing, strategic and business planning, internal controls, and performing operational and business office reviews and analyses. Anthony is the Managing Principal of our Columbus office. He also currently serves on the board for Crohn’s & Colitis Foundation of Central Ohio, and is a committee member for United Way of Delaware County’s Community Impact Council. With almost 20 years of public accounting experience and his community involvement, Anthony’s significant experience allows him to assist his clients through all their critical financial and operational needs. "
Michael McKeown
29. Economic & Market Update: What’s New & What’s Next Michael is responsible for leading the firm’s investment research on capital markets. He created the firm’s quantitative and qualitative due diligence process for analyzing investment managers across equities, fixed income, and alternative strategies. In addition, he developed the Marcum Wealth Asset Allocation Frameworks which guides the management of client portfolios. He authors market commentaries and quarterly investment strategy newsletters. In 2023, Michael was a Finalist for CIO of the Year by Institutional Investor RIA Intel. He is a Certified Public Accountant in the state of Ohio and holds the Chartered Financial Analyst designation.
Speaker To Be Announced
30. To Catch a Thief
Craig Miller
31. Cost Segregation Craig Miller is a CPA and a Certified Government Financial Manager. He is a former Tax Commissioner Agent for the State of Ohio and a former adjunct faculty instructor of accounting and finance at Cleveland State University and Lorain County Community College. Miller is a legislative key person for The Ohio Society of CPAs and served on an AICPA focus panel that recommended exam content for the uniform CPA exam. He serves on the Board of the Northern Ohio National Association of Industrial and Office Properties(NAIOP), and is the Vice-Chair of the United States Green Building Council in Northeast Ohio.
Justin Yarnell
32. Risk Mitigation: Strategies for Safeguarding Financial Integrity through Accounting and Auditing
Speaker To Be Announced
33. Advanced Financial Statement Analysis for Decision-Making
Jon Lokhorst
34. Future-Proof Your Leadership: Building Flexibility, Agility, and Resilience After enjoying a 30-plus-year career as a CPA and organizational leader, I launched Your Best Leadership to partner with organizations to develop leaders everyone wants to follow, build teams no one wants to leave, and deliver exceptional results. I deliver these outcomes through keynote speaking, corporate training, leadership coaching, and team facilitation. Here’s a quick overview of my professional journey: B.A. in Business Administration from Bethel University, St. Paul, MN Licensed Certified Public Accountant (CPA) in the State of Minnesota 18 years as a practicing CPA at Wallace, Lokhorst & Company, eventually becoming Managing Partner 15 years of nonprofit leadership experience as a Chief Financial Officer, Development Director, and Camp Director M.A. in Organizational Leadership from Regent University, Virginia Beach, VA Adjunct faculty, School of Business and Nonprofit Management, North Park University in Chicago Certified facilitator of RightPath workplace behavior and leadership assessments Professional Certified Coach (PCC) credential from the International Coach Federation Certified Speaking Professional (CSP) designation from the National Speakers Association Past President and Board Member of the Minnesota Chapter of the National Speakers Association
Steven Dimengo
35. The Pro's and Cons of an Ohio Sales/Use Tax Audit Steven A. Dimengo is a shareholder in the Akron based law firm of Buckingham, Doolittle & Burroughs, LLC. His practice primarily includes consultation and representation with respect to federal and Ohio tax law matters. Mr. Dimengo is routinely engaged to structure proposed transactions in a manner to obtain optimum tax minimization. He is actively involved in representation before the Ohio Tax Commissioner, the Ohio Board of Tax Appeals and the Supreme Court of Ohio. He is admitted to the United States Tax Court and the Federal District Court. Mr. Dimengo is a certified public accountant. He received his B.A. degree, magna cum laude, from the University of Akron; his J.D. degree, cum laude, from the University of Akron College of Law and his M.A. degree in taxation from the University of Akron. He has written various tax articles appearing in The Ohio CPA Journal, the Ohio Tax Review, the Akron/Canton Chapter of the Ohio Society of CPA’s Newsletter, the Small Business News, the Akron Tax Journal, the University of Akron Law Review and the Buckingham, Doolittle & Burroughs publications, the Advisor and BDB Business Compass and The Journal of Multistate Taxation and Incentives (a national publication in which he published two articles). He has been recognized by Inside Business Magazine since 2001 as a Leading Lawyer in Northeast Ohio in Tax Law, as voted by his peers, listed in The Best Lawyers in America® 2003–2018 editions, named “Akron Best Lawyers Tax Law Lawyer of the Year” (2017), recognized as one of Ohio’s Super Lawyers™ 2004-2015, as voted by his peers, listed in Northern Ohio Live – Ohio’s Top Lawyers for 2003, recognized as one of the “Top Attorneys in Business Services” (Tax) in the 2009 Corporate Counsel Edition of Super Lawyers™, and has a Martindale-Hubbell Rating of AV® Preeminent™, which indicates very high to pre-eminent legal ability and very high ethical standards as established by confidential opinions from members of the Bar. Mr. Dimengo is a member and participant in the Akron and Ohio State Bar Associations, chair of the Ohio State Bar Association Sales and Use Tax Committee, as well as a member of the Akron/Canton Chapter of the Ohio Society of CPAs. He is also an adjunct professor of state and local taxation at the University of Akron in its Masters of Taxation Program. He served on the Firm’s Board of Managers (2000-2004; 2008-2009). Additionally, he previously served as the Business Practice Group Leader (2006-2008). Mr. Dimengo is currently the Department Head of the Taxation & Employee Benefits Section of the Business Practice Group (1995-2006 and 2009-present). Experience • Joined the Firm as an Associate attorney in 1989 and was elected a Partner in 1994. • Presently Serves as Department Head of the Taxation Section of the Business Practice Group (2009-present; also served 1995-2006). • Business Practice Group Leader (2006-2008). • Served as Vice President and Secretary of the Firm’s Board of Managers (2008-2009) and as Vice President and Treasurer of the Board (2000-2004). • Practice primarily includes consultation and representation with respect to Federal, Multistate and Ohio tax law matters. • Routinely engaged to structure proposed transactions in a manner to obtain optimum tax minimization. Actively involved in representation before the Ohio Tax Commissioner, Board of Tax Appeals of Ohio and the Ohio Supreme • Court, as well as before the Internal Revenue Service. REPRESENTATIVE MATTERS / REPORTED CASES • Marc Glassman, Inc. v. Levin, 119 Ohio St. 3d 254, 2008-Ohio-3819 • Stein, Inc. v. Tracy, 84 Ohio St. 3d. 501 (1999). • WCI Steel, Inc. v. Testa, 129 Ohio St. 3d 256, 2011-Ohio-3280. • Crown Communications, Inc. v. Testa, 2013-Ohio-3126. • Funtime, Inc. v. Zaino, 105 Ohio St. 3d 74 (2004). • The Dannon Company, Inc. v. Tracy, Ohio BTA Case No. 97-M-233 (September 11, 1998). • General Electric Credit of Tennessee v. Tracy, Ohio BTA Case No. 95-K-221 (June 27, 1997). • E.G. Baldwin & Associates, Inc. v. Tracy, Ohio BTA Case No. 95-K-222 (May 30, 1997). • Express Packaging, Inc. v. Limbach, Ohio BTA Case No. 89-K-22 (September 18, 1992). • U.C. Industries v. Limbach, Ohio BTA Case No. 89-J-1070 (August 7, 1992). • WCI Steel, Inc. v. Limbach, Ohio BTA No. 2005-A-1565 (Dec. 28, 2012). • Reiter Dairy, Inc. v. Limbach, Ohio BTA No. 90-Z-503 (Jan. 15, 1993). • Haberman v. Tracy, Ohio BTA 91-A-1639 (March 19, 1993). • Heartland Education Community, Inc. v. Testa, Ohio BTA No. 2012-277 (Sept. 3, 2014). Education & Admissions • The University of Akron School of Law, Akron, Ohio (J.D., cum laude, 1986) • The University of Akron, Akron, Ohio (M.A., Taxation, 1986) • The University of Akron, Akron, Ohio (B.A., magna cum laude, 1983) • Certified Public Accountant, Ohio (1987) • Ohio Bar (1986) • U.S. District Court • U.S. Tax Court • Member: American Bar Association • Member: Ohio State Bar Association (Chair: Taxation Section, including Sales & Use Tax Subcommittee 1995 – present) • Member: Akron Bar Association, Taxation Section Awards & Honors • Listed in The Best Lawyers in America® (2003 – 2015). • Named “Akron Best Lawyers Tax Law Lawyer of the Year” (2012). • Selected for inclusion in Ohio’s Super Lawyers® (2004-2015), as voted by his peers. • Selected for inclusion in Super Lawyers Business Edition ® (2014) for Tax Law. • Listed in Northern Ohio Live – Ohio’s Top Lawyers for 2003. • Recognized in the 2009 Corporate Counsel Edition of Super Lawyers® for Tax Law. • Martindale-Hubbell Peer Review Rating of AV® Preeminent™, which is the highest possible rating in both legal ability and ethical standards as established by confidential opinions from members of the Bar. • Recognized by Inside Business Magazine since 2001 as a Leading Lawyer in Northeast Ohio in Tax Law, as voted by his peers. • Recipient of the 2013 Distinguished Alumni Award from the Archbishop Hoban High School Alumni Association. Professional & Civic Involvement • Adjunct Professor: The University of Akron Master of Taxation Program (State and Local Tax) • Appointed: Ohio Tax Commissioner's Advisory Council (2001-2003) • Secretary/Trustee: Archbishop Hoban High School Presentations & Publications Mr. Dimengo has written various tax articles appearing in: • The Ohio CPA Journal • Ohio Tax Review • The Akron/Canton Chapter of the Ohio Society of CPAs newsletter • Small Business News • Akron Tax Journal • The University of Akron Law Review • The Advisor, a Buckingham, Doolittle & Burroughs, LLC publication • Business Compass, a Buckingham, Doolittle & Burroughs, LLC publication • "How to Avoid Tax When Disposing of Real Property," Law 360 (Summer 2014) • "Under Audit: Increased Scrutiny of Restaurants for Ohio Sales Tax," à la carte Magazine (Fall 2013) • "Refund Opportunity: Sales Tax Exemptions Available for Restaurant Purchases," à la carte Magazine (Winter 2013) • “Low Tax Rates and Incentives Give Ohio a Business-Friendly Landscape, Spurring Economic Recovery and Growth,” Journal of • MultiState Taxation and Incentives (June 2012) • "Taxpayer Permitted to Present Newly Prepared Valuation at Board of Tax Appeals," Journal of MultiState Taxation and • Incentives (January 2012) He has given numerous presentations concerning various tax topics which include: • "Sales & Use Tax: Maximizing Sales/Use Tax Exemption for Manufacturers" (2008 Ohio Tax Conference) • "Ohio Sales & Use Tax: New Audit Developments & Refund Policies" (2007 Ohio Tax Conference) • “Can Anything Be a Business Fixture?” (2006 Ohio Tax Conference) • “What You Need to Know About Ohio’s New and Old Tax Provisions” (Fall 2006) • “Minimizing Sales and Use Tax in Ohio” • “Sales and Use Tax in Ohio” • “Ohio Sales/Use Tax: Recent Trends, Developments and Planning Opportunities” • “Tax Free (Like – Kind) Exchanges of Real Estate” (2003, 2006 and 2010)
Nicholas Ward
36. Bitcoin Adoption Nick Ward CPA, CBP Co-Founder & Assurance Director Nick is a CPA with more than 7 years of experience performing compliance related work over digital asset & blockchain companies. Nick has experience auditing public and private companies in the industry including Bitcoin mining operations and cryptocurrency exchanges. Nick assists clients with the complex tax and accounting issues that arise when dealing with bitcoin or other digital assets. Nick has worked with a wide range of clients which operated in the construction, non-profit and technology industries throughout his 10+ years in public accounting. Nick is a Certified Bitcoin Professional (CBP) and Certified Public Accountant (CPA). He is a member of the Cryptocurrency Certification Consortium, Chamber of Digital Commerce, Ohio Society of Certified Professional Accountants (OSCPA) and the American Institute of Certified Public Accountants (AICPA). Nick graduated from John Carroll University with a Bachelor of Business Administration in Accounting. Nick serves on the board of directors and finance committee chair of a non-profit organization, Beat the Streets Cleveland. Beat the Streets Cleveland aims to improve the lives of at-risk youth by giving them access to mentorship and the sport of wrestling.
Dustin Vrabel
37. M&A Reporting Dustin J. Vrabel advises clients on mergers, acquisitions, sale transactions, equity and debt financings, and other complex transactions. He has led multiple teams in connection with complex acquisitions, divestitures, and financings ranging from several million to more than $400 million across a broad spectrum of industries, including transportation and logistics, manufacturing, food, construction, health care, oil and gas, and services industries. Dustin has significant experience working with strategic and financial buyers and sellers, closely-held and family businesses, and private equity firms and their portfolio companies, which enables him to anticipate issues and guide transactions to closing. He also serves as outside general counsel to middle-market private companies and provides general corporate and business counseling with respect to corporate governance, sale and distribution agreements, succession planning and other contract matters.
Yigal Rechtman
38. Collusion in Fraud: Detection Approaches 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.
Justin Breidenbach
39. Cannabis Industry Update 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."
Thomas Groskopf
40. Reimagining Risk Assessment - Center for Plain English Accounting Training 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
40. Reimagining Risk Assessment - Center for Plain English Accounting Training