79 t h Annual SYMPOSIUM. November Greensboro, NC

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1 79 t h Annual SYMPOSIUM November Greensboro, NC

2 Ready to receive comprehensive coverage of a broad range of topics, network with fellow CPAs, and earn up to 24 credits? With more sessions and an even larger attendance than before, NCACPA s 79th Symposium is set to far exceed your expectations. Four Reasons to Attend NCACPA s Symposium: 1. Flexibility & Convenience You can customize your CPE schedule to best accommodate you. Attend a single day of sessions and networking, catch the first day via a webcast from home or earn a total of 24 CPE credits in one three-day event! 2. Social Learning & Networking With so many hours spent sitting in front of a screen, it s easy to feel disconnected from the CPA community. Give your eyes a break by being part of the live conversation. Connect and socialize with new and familiar faces during our two receptions and multiple networking breaks. 3. Learn & Discuss Hot CPA Topics Receive updates from subject-matter experts across many areas of practice including state and federal tax, technology issues, NC economic trends, healthcare, key management and regulatory issues, and more! 4. Young CPA Opportunities This affordable event is an incredible opportunity for young CPAs looking to advance their careers. Attend the full Symposium to earn more than half the annual CPE requirement, participate in leadership sessions, develop partnerships with established firms and experienced CPAs, and connect with other young CPAs.

3 THANK YOU TO OUR GOLD SPONSORS: THANK YOU TO OUR SILVER SPONSORS:

4 Schedule Mon., November 12 CPE: 8 hours 7:15 8:00 am Registration & Hot Breakfast 8:00 8:05 am Welcome Remarks 8:05 9:30 am (GS1) Corporate Federal Tax Update* Deborah Phillips, Surgent McCoy CPE, LLC 9:30 9:40 am 9:40 11:05 am (GS2) Individual Federal Tax Update* Deborah Phillips, Surgent McCoy CPE, LLC 11:05 11:20 am 11:20 11:50 am (GS3) Professional Issues Update* Sharon Bryson, M.Ed, NCACPA 11:50 am 12:50 pm Lunch & Visit Exhibitors 12:50 1:40 pm (1A) Ghosts, Goblins, and Zombies!: Family Law Tax Changes Carolyn Woodruff, CPA, JD, CVA, Woodruff Family Law Group (1B) GASB Update* Greg Allison, CPA, UNC Chapel Hill School of Government (1C) Cybersecurity Full Frontal Assault Threats, Vulnerabilities, & Countermeasures Randall Bennett, Knowledge Source (1D) Construction Industry Update Jason C. Hall, CPA, Cherry Bekaert LLP (1E) Healthcare Update Skip Woody, III, CEBS, Hill Chesson & Woody 1:40 1:55 pm 1:55 2:45 pm (2A) S Corporations Joshua Wu, JD, LLM, Clark Hill Strasburger (2B) SSARS Update* Arthur Winstead Jr., CPA, DMJ & Co., PLLC (2C) Social Storytelling: Sharing Your Brand Through Social Media Mitch Miles, Beyond LinkedIn (2D) Integrating Enterprise Risk and Performance Management Gary Cokins, CPIM (2E) Building a Sales Culture in 8 Simple Steps Joel Kaczmarek, The Leadership & Legacy Group 2:45 3:00 pm 3:00 3:50 pm (3A) C Corporations* Joshua Wu, JD, LLM, Clark Hill Strasburger (3B) Employee Benefit Plans Monique Elliott, CPA, Elliott Group CPAs, PLLC (3C) Crowdfunding for CPAs Benji Jones, Ward and Smith, P.A. (3D) The Leadership Challenges of Succession and Exit Abby Donnelly, The Leadership & Legacy Group (3E) The Importance of Retirement Planning in Today's Environment Ben Goldstein, CFP, UBS Financial Services, Inc., Raleigh Wealth Management Group Can t attend in person? Can t attend in person? Join us for the live streaming webcast of day 1!* Get CPE credits by viewing the program from anywhere. EVENT CODE: WSYM18 NOV. 12 YOUR COMPUTER Member Fee: $275 Non-Member Fee: $375 3:50 4:05 pm Refreshment Break & Visit Exhibitors 4:05 5:00 pm (4A) Depreciation Roger Upton, CPA, MS Consultants, LLC (4B) Financial Statement Presentations & Disclosures* Arthur Winstead Jr., CPA, DMJ & Co., PLLC (4C) Working in the Cloud for CPAs Carlton Collins, ASA Research (4D) Equity Compensation Strategies TBD (4E) Managing a Diverse Workforce for Peak Performance Gary Kohut, PhD, UNC Charlotte 5:05 6:05 pm (OPT1) Networking Reception (OPT2) Guest Registration for Monday s Networking Reception ($35 fee) Tues., November 13 CPE: 8 hours 7:30 8:00 am Registration & Hot Breakfast 8:00 9:15 am (GS4) NC Tax Update Keith Wood, CPA, JD, Caruthers & Roth, PA 9:15 9:30 am 9:30 10:25 am (GS5) Trust Me, I'm a Skeptic Jonathan Kraftchick, CPA, Cherry Bekaert, LLP 10:25 10:45 am Tracks: A = Tax B = Accounting/Auditing C = Technology D = Industry E = Leadership/General *Sessions GS1, GS2, GS3, 1B, 2B, 3A, 4B

5 10:45 am 12:00 pm (5A) Entity Choice Joshua Wu, JD, LLM, Clark Hill Strasburger (5B) A&A Update Bradley J. Newkirk, CPA, Dixon Hughes Goodman, LLP (5C) Microsoft Office Update Mac McClelland, MBA, JD, K2 Enterprises (5D) Leading with Emotional Intelligence Gary Kohut, PhD, University of North Carolina at Charlotte (5E) Ready, Set, Let s Fail! Leadership Lessons in Failure Joseph Rugger, CPA, CGMA, Jonesboro Prosthetic & Orthotic Laboratory 12:00 1:00 pm Lunch & Visit Exhibitors 1:00 2:40 pm (6A) Tax Reform s New Section 199A Qualified Business Income William Bailey, CPA, Bradley University (6B) Not-for-Profit Update Paul Preziotti, CPA, Johnson Lambert, LLP (6C) Tables-Database Functionality Comes to Excel Mac McClelland, MBA, JD, K2 Enterprises (6D) Tax Issues for Industry Wendi Boddy, CPA, CliftonLarsonAllen, LLP (6E) 2018 Professional Ethics & Conduct (Repeat of 7E) Cal Christian, PhD, CPA, East Carolina University 2:40 3:00 pm Refreshment Break & Visit Exhibitors 3:00 4:40 pm (7A) Partnership Joshua Wu, JD, LLM, Clark Hill Strasburger (7B) Reviewing the New Lease Accounting Standard Bradley Newkirk, CPA, Dixon Hughes Goodman, LLP (7C) Emerging Technologies: Impact on Business and the Profession Mac McClelland, MBA, JD, K2 Enterprises (7D) Leading Successful Change Gary Kohut, PhD, University of North Carolina at Charlotte (7E) 2018 Professional Ethics & Conduct (Repeat of 6E) Cal Christian, PhD, CPA, East Carolina University 4:45 5:45 pm (OPT3) Networking Reception (OPT4) Guest Registration for Tuesday s Networking Reception ($35 fee) Wed., November 14 CPE: 8 Hours 7:30 8:00 am Registration & Hot Breakfast 8:00 8:50 am (8A) Top 10 Tax Controversy Tips Jim Buttonow, CPA, CITP, J. Buttonow CPA, PLLC (8B) Peer Review Arthur Winstead Jr., CPA, DMJ & Co., PLLC (8C) Cryptocurrency (Bitcoin) & Blockchain Technology Margaret Rosenfeld, JD, Smith Anderson (8D) Internal Fraud Detection Chris Ekimoff, CPA/CFF, CFE, CGMA, MAFF, Resolution Economics (8E) Key Factors in Firm Value Gary Holmes, Accounting Practice Sales 8:50 9:05 am 9:05 10:20 am (9A) Estate Planning TBD (9B) Analytical Procedures & Other Audit Procedures Michael Hoose, CPA, Cherry Bekaert, LLP (9C) Quickbooks Advanced Topics Hector Garcia, CPA, CITP, CGMA, Quickbooks Accounting (9D) CFO, Controller, or Both: How to Wear Multiple Hats and Deliver Exceptional Value Jon Lokhorst, CPA, Lokhorst Consulting, LLC (9E) Long Term Care Plans are a Family Affair Kenneth J. Carlson, Jr., CPA 10:20 10:35 am 10:35 11:50 am (GS6) Cybersecurity, Identity Theft, Scams & Frauds Part 1 Hugh Harris, JD, NC Department of Justice 11:50 am 12:50 pm Lunch 12:50 1:45 pm (GS7) Cybersecurity, Identity Theft, Scams & Frauds Part 2 Hugh Harris, JD, NC Department of Justice 1:45 2:00 pm Networking Break 2:00 2:55 pm (GS8) The Present and Future of the National and North Carolina Economies Michael Walden, PhD, NC State University 2:55 3:10 pm Refreshment Break 3:10 4:40 pm (GS9) Technology Update Rob Hickson Jr., BluePointe, LLC

6 Event Information Program Details Visit for complete program details, including: session descriptions, speaker bios, detailed registration policies, and secure online registration. LOCATION Grandover Resort & Conference Center NCACPA GROUP GUESTROOM BLOCK $149 Single/Double Cut-Off: October 22, 2018 Based on availability Continuing Professional Education RECOMMENDED CPE CREDIT: 24 hours CONTENT/LEVEL OF KNOWLEDGE: Update FORMAT: Live Group Study PREPARATION/ PREREQUISITE: None OTHER CE: Ethics CLE Pending Event Experience In addition to the receptions, we are working to make your experience at the Grandover Resort & Conference Center top-notch! Please enjoy complimentary Wi-Fi access. NCACPA staff members will be on site to help familiarize you with the latest Association benefits, such as Connect, a collaborative online platform developed for members only. You may win a prize for simply creating a profile or responding to questions posted by a fellow member! Reception Information Networking receptions will be hosted on Monday and Tuesday evenings immediately following the last session of the day. Both receptions provide the perfect atmosphere for meeting new colleagues, catching up with old friends, and networking with exhibitor representatives over light hors d oeuvres and drinks. With chances to win dozens of great prizes, you don t want to miss either night! Registration Policies CANCELLATION/MODIFICATIONS Cancellations or transfers made one to five days before the event will incur an administrative fee of approximately 30%. Entire registration fee and materials are forfeited by no-shows and same-day cancellations. Substitutions must be made in advance of the program and are subject to fee adjustments Materials Conference materials will be distributed electronically to registrants three days prior to the program and may be printed or downloaded to an electronic device. Printed materials will not be available on site. Downloading materials in advance is strongly recommended. For more information, please visit NCACPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of sponsors for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Register Now Representatives are available Monday Friday, 8:00 am 5:00 pm. Online and fax registrations are available 24 hours a day. 8 ( * ONLINE PHONE FAX MAIL (check or credit card payments) to NCACPA Member Service Center, PO Box 80188, Raleigh, NC Visit to register as well as receive session descriptions, an up-to-date agenda, and program details.

7 Registration EVENT CODE: SYM18 The member rate is available exclusively to NCACPA members. A receipt and confirmation will be sent via or fax when your registration has been successfully processed. If you do not receive these, or have any questions, please contact the Member Service Center at You can also view your receipts by logging in to My Account on 5 I have read and understand NCACPA s full registration policies posted at Registration Category 5 NCACPA Member 5 Non-Member 79 TH ANNUAL SYMPOSIUM: November EVENT CODE: SYM18 Member 3 days 2 days* 1 day* Early Bird (By 10/29) 5 $585 5 $455 5 $255 Regular 5 $685 5 $525 5 $305 Non-Member Early Bird (By 10/29) 5 $685 5 $555 5 $355 Regular 5 $785 5 $625 5 $405 *Select day(s) attending Optional Activities 5 Mon 5 Tues 5 Wed Concurrent Sessions (Select one from each time period.) Monday, Nov :50 1:40 pm 5 1A 5 1B 5 1C 5 1D 5 1E 1:55 2:45 pm 5 2A 5 2B 5 2C 5 2D 5 2E 3:00 3:50 pm 5 3A 5 3B 5 3C 5 3D 5 3E 4:05 5:00 pm 5 4A 5 4B 5 4C 5 4D 5 4E Tuesday, Nov :45 am 12:00 pm 5 5A 5 5B 5 5C 5 5D 5 5E 1:00 2:40 pm 5 6A 5 6B 5 6C 5 6D 5 6E 3:00 4:40 pm 5 7A 5 7B 5 7C 5 7D 5 7E Wednesday, Nov. 14 8:00 8:50 am 5 8A 5 8B 5 8C 5 8D 5 8E 9:05 10:20 am 5 9A 5 9B 5 9C 5 9D 5 9E 5 OPT 1 Monday s Networking Reception (Free for Conference Attendees Only) 5 OPT 2 Guest Registration for Monday s Networking Reception ($35/Guest) 5 OPT 3 Tuesday s Networking Reception (Free for Conference Attendees Only) 5 OPT 4 Guest Registration for Tuesday s Networking Reception ($35/Guest) Registrant Information Name (Please Print) Member # Firm/Organization Daytime Phone Fax Mobile Phone 5 Primary Phone 5 Secondary Phone Home Phone 5 Primary Phone 5 Secondary Phone Address City/State/ZIP Address Payment Information Total Fees: $ 5 Check Enclosed 5 American Express 5 MasterCard 5 Visa Print Card Holder s Name Credit Card Number Expiration Date CVV Credit Card Billing Address City/State/ZIP Card Holder s Signature ADA REQUESTS Please contact us as soon as possible for ADA requests. LIVE WEBCAST ON MONDAY, NOVEMBER 12 EVENT CODE: WSYM18 Member: 5 $275 Non-Member : 5 $375 5 Vegetarian 5 Vegan 5 Food Allergy:

8 North Carolina Association of CPAs PO Box Raleigh, NC PRSRT STD U.S. POSTAGE PAID RALEIGH, NC PERMIT NO th Annual SYMPOSIUM November Greensboro, NC