Pub. 1 2019 Issue 5

Conference Agenda Please check (  ) which breakout sessions you will atend. Monday, November 4, 2019 7:00 a.m. Registra�on & Con�nental Breakfast 8:10 a.m. “AICPA State of the Profession” – Tracey Golden, AICPA 9:40 a.m. Break 10:00 a.m. “Tax Update” – Mathew Otemann & Jonathan Grob, McGrath North 12:00 p.m. Luncheon & Annual Mee�ng 1:30 p.m. “Security & Privacy: An Introduc�on” – Rick Jeffries, Cline Williams 2:40 p.m. Break 3:00 p.m. Breakout Sessions ⃝ “How Millennials Can Help Us Operate at a Higher Frequency” – Lynn Hinderaker, WOWBIZ ⃝ “Mergers & Acquisi�ons” – Michael Hupp & Eric Oxley, Koley Jessen PC LLO ⃝ “Blockchain” – Jay Schulman, RSM US LLP 4:00 p.m. “The Art of Nego�a�on” – Kathy A.M. Gonzales, PhD, LLM, LLB 5:00 p.m. First Day of Conference Adjourns Tuesday, November 5, 2019 7:30 a.m. Registra�on & Con�nental Breakfast 8:00 a.m. “State of the State” – Nebraska Governor Pete Rickets (Invited) 9:00 a.m. Break 9:05 a.m. “FASB Update” – David Anderson, Jr., KPMG 10:40 a.m. Break 10:55 a.m. Breakout Sessions ⃝ “Department of Revenue Update” – Michael Walsh & Debra Gusak, Nebraska Department of Revenue ⃝ “Qualified Opportunity Funds: What Nebraska Tax Prac��oners Need to Know” – Jeffrey Schaffart, Koley Jessen PC LLO ⃝ “Employment Law” – Mark Fahleson, Rembolt Ludtke 12:05 p.m. Lunch 12:50 p.m. Breakout Sessions ⃝ “Employment Law” – Mark Fahleson, Rembolt Ludtke (Repeat) ⃝ “Risk Management” – John Marshall, SilverStone Group ⃝ “Proac�ve Financial Planning for Individuals & Business Owners” – Mat Wells, Renaissance Financial 2:00 p.m. Break 2:15 p.m. “Ethics” – Alfonzo Alexander, NASBA 4:00 p.m. Conference Concludes Registration Form Please check (  ) which days you will atend. Atendee: _____________________________________________ Both Days ⃝ $420 Member Firm/Business: _____________________________________________ ⃝ $470 Non-Member Mailing Address: _____________________________________________ Monday Only ⃝ $340 Member Firm ⃝ / Home ⃝ ⃝ $390 Non-Member Email Address: _____________________________________________ Tuesday Only ⃝ $340 Member Contact Name: _____________________________________________ ⃝ $390 Non-Member Contact Number: _____________________________________________ Annual Business Mee�ng Only ⃝ $40 Member List Any Special Accommoda�ons: _____________________________________________ TOTAL DUE: __________________ Payment Choice Check ⃝ MasterCard ⃝ Visa ⃝ Cardholder Name: __________________________________ Card Number: ______________________________ Billing Address: City, State & Zip: __________________________________ __________________________________ Expira�on Date: _______ CVV Code: _______ Signature: __________________________________ 2019-2020 Fall Conference Planning Committee Lisa Lehan, Chairman Koley Jessen PC LLO, Omaha Kate King Wu, Vice Chairman Kate King Wu, CPA, Omaha James Greisch RSM US LLP, Omaha Patrick Kirlin U.S. Bank, N.A., Omaha Donald Kluthe AmeriFirst Finance, Omaha Leo Panzer Infinity CPA Group LLC, Omaha Ryan Parker Endicott Clay Products, Fairbury Bryan Robertson U.S. Bank, N.A., Lincoln Michelle Thornburg Koski Professional Group PC, Omaha Thomas Von Riesen SilverStone Group, Omaha Daniel Wells Massman Nelson Reinig PC, Omaha Five Ways to Register! Online: www.nescpa.org/ conferenceregform.php Email: society@nescpa.org Phone: (402) 476-8482 Fax: (402) 476-8731 Mail: NE Society of CPAs 635 S 14 th St, Ste 330 Lincoln, NE 68508