Agenda

8:00am – 8:50am
Welcome & Announcements

Post-Election Inflection Points: Key and Strategic Responses for 2025
Explore potential shifts in tax policy, healthcare, inflation, currency value, and investment landscapes following the recent election. Gain insights into how these changes may influence your clients, firm, and the broader economy. Discover strategic approaches in tax and financial planning, healthcare options, and cost management to navigate the evolving 2025 landscape with confidence.
Leon LaBrecque, JD, CPA, CFA – Executive Director, Sequoia Financial Foundation, Troy
Shawn Spencer – CFO and Co-Founder, Cogent Advisors, Royal Oak

9:00am – 9:50am
Enhancing Your CPA Practice with Retirement and Tax Advisory Services
Gain a deeper understanding of how to enhance your knowledge base and offer value-added services that can significantly grow your advisory role in guiding small business retirement plans. These practical techniques will help your clients reduce tax liabilities and meet their long-term financial goals.
Victor Hicks II, CFP®, AIF® – Wealth Advisor and Managing Director, Perigon Wealth Management LLC

10:00am – 10:50am
What’s a WISP and Why Your Firm Needs One
Discover how the IRS-required Written Information Security Plan (WISP) can safeguard your firm and foster trust. Unpack WISP essentials, compliance strategies, and practical steps that build a culture of security while enhancing your firm’s risk management practices.
Molly Gallaher Boddy, PhD – Director of Product Marketing, Rightworks

11:00am – 11:50am
Effective Human Resources Management Strategies
What federal laws impact today’s workplace and what responsibilities do employers hold under these regulations? We discuss best practices to assist businesses in staying compliant while fostering a productive and legally sound work environment.
Antonia Knaap, SPHR, PHRca – HR Services Business Partner II, Paychex, San Diego, CA

12:00pm – 12:50pm
Claims Trends and Sticky Situations… Navigating Changing Malpractice Risks
Gain critical insights into emerging malpractice risks and liability challenges faced by CPAs today. We highlight recent claim trends, common traps, and effective risk management strategies, equipping CPAs with practical tools to navigate complex liability issues. Come away with compliance expectations and real-world tips to protect both your clients and organizations.
Duncan B. Will, CPA/ABV/CFF, CFE – Loss Prevention Director/Accounting & Auditing Specialist, CAMICO Mutual Insurance Company, Modesto, CA

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