Tuesday, June 5, 2018 – Tuesday, June 5, 2018 | 8:10am – 4:35pm

Small Firms Conference

The start date for this course has passed. Registration is no longer available.



7:00 – 7:45 a.m. 



7:45 – 8:00 a.m. 

Welcome and Opening Remarks


8:00 – 9:15 a.m.

CPA Firm Top Issues Survey

Bill Pirolli, DiSanto, Priest & Co.


9:15 a.m. – 10:30 a.m. 

Tax Reform

Catherine Hines

In this session, Catherine Hines, will offer her thoughts on the Tax Cuts and Jobs Act of 2017 (the “Act”) and the comprehensive changes to the Internal Revenue Code, as a result. She will explain the most significant changes in the Tax Code, as they relate to the Act, including cuts in the corporate and individual tax rates, the creation of new tax deductions, and the expansion and elimination of various business and individual deductions. Hines will also provide his recommendations including steps individuals and businesses should take into consideration, in light of the recent changes to maximize their deductions and overall tax liability.

10:30 – 10:45 a.m. 

Networking Break


10:45 a.m. – 12:00 p.m. 

Blockchain Demystified

Todd Knapp, Envision Technology Advisors

Blockchain is a technology that’s often associated with Bitcoin. However, the two are not one and the same. Blockchain’s potential to transform commerce and the digital chain of custody has been compared in magnitude to the impact of the Internet itself. In this session, we’ll define what blockchain is, how it works, where is it used and what the future of this technology is that has everyone so intrigued.


12:00 – 12:45 p.m. 



12:45 – 1:45 p.m. 

Document Retention: What Should be Your Policy?

Nancy Reimer, LeClairRyan

This session will address the importance of document retention policies to a CPA firm’s practice, what documents a CPA firm is required to maintained and for how long.


1:45 – 2:45 p.m.

Cyber Security Risks to Accounting Firms

Cameron Shilling, McLane Middleton

No organization can completely protect itself from a data breach. However, there are safeguards you can put into place to secure sensitive information that will go a long way towards minimizing your firm’s risk of a breach, while reducing potential fines in the event of an attack. With the new SEC regulations and IRS publication on data security, now more than ever, CPA firms need to make sure to review their processes so that they are in compliance with this new regulation.


2:45 – 3:00 p.m. 

Networking Break


3:00 – 4:00 p.m.  

Practice Management Roundtables

Seasonality/Workload Compression - Sarah Willwerth-Dyer, CPA, Anthony & Dodge

Finding Qualified Staff - Katrina Kowalski, CPA, Auerr, Zajac & Associates, LLP

Technology - Bill Schustek, CPA, Goloboy CPA LLC

Succession Planning - Sharon Burke, CPA, MST, Burke & Raphael, LLC

This conference qualifies for the Workforce Training Express Fund program. The course code for this program is 1116223
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Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

You pay
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The start date for this course has passed. Registration is no longer available.