Event Info


2017/06/21 CPAs in Business & Industry Conference CONF3-17
Event code: CONF3-17
Date:  06/21/2017 (8:30 AM - 4:45 PM)
Location:  Ritz Charles
12156 Meridian St.
Carmel, IN 46032
Description: 8:30-9:30 a.m. General Session
Indiana Economic Update
Gerry Dick, Inside INdiana Business
9:30-9:40 a.m. Break
9:40-10:55 a.m. Breakout Sessions
A. Introduction to Data Analytics and Microsoft PowerBI Tools
Bryan Smith, CPA, CISA, CITP, CPA Crossings, LLC
B. Pitfalls to Avoid in Employee Relations  
Nathan A. Baker, J.D., Barnes & Thornburg LLP
C. A&A Update  
Martin J. Birr, CPA, CIA, CMA, Kelley School of Business
10:55-11:05 a.m. Networking Break
11:05 a.m.-12:20 p.m. Breakout Sessions
A. Microsoft PowerBI - Fundamentals of Power Query
Bryan Smith, CPA, CISA, CITP, CPA Crossings, LLC
*This session builds on the Introduction to Data Analytics and Microsoft PowerBI Tools session. However, you do not need to take both sessions.
B. Fresh Views from the Benefits Frontlines
Karl Ahlrichs, SPHR, SHRM-SCP, Gregory & Appel Insurance and Dennis Nash, Gregory & Appel Insurance
C. Fraud & Embezzlement: Lessons from the Trenches
Bryan Callahan CPA, CFE, CFF, CVA, BKD, LLP
12:20-1:00 p.m.  Conference Luncheon
1-2:00 p.m. Lunch Speaker
The Battle for Talent:  Selecting and Retaining Top Performers
Sarah Turner, Faurote Group
2-2:10 p.m. Networking Break
2:10- 3:10 p.m. Breakout Sessions
A.Office 365 - Software Applications Lightning Round Review
Bryan Smith, CPA.CITP, CISA, CPA Crossings, LLC
B. Leadership Progression - Doer to Delegator to Developer of Others
Sarah Turner, Faurote Group
C. Federal Tax Update  
Jenny Ray, CPA, Somerset CPAs, P.C.
3:10-3:20 p.m. Networking Break
3:20-4:30 p.m. Closing General Session
What All Businesses Should Know about the Internet of Things
George A. Gasper, J.D., Ice Miller LLP and Stephens E. Reynolds, J.D., Ice Miller LLP
Credit hours:  8.00
Yellow Book? No       Hands On? No       New Course? No

At this year's conference:

Inside INdiana Business: Hear from television host Gerry Dick on the state’s business and economic issues.

Get Them and Keep Them: Learn how to master the art of attracting, selecting, developing and retaining top talent for your organization.

The Internet of Things: Find out what’s in it for you if you seize the right opportunities.

Customize Your Day: Choose from breakout sessions on the upcoming overhaul of employee benefits; employee relations pitfalls to avoid; person-based leadership; fraud and embezzlement trends and safeguards; Office 365 programs; Microsoft PowerBI tools; A&A update; and federal tax update.

Who should attend: CPAs employed in the business and industry sector
Event level:
Required knowledge:
Field of study: General Knowledge
Advanced prep?


  • FlexPass CONF3-17 - 8.00 Points
  • Member Fee CONF3-17 - $244.00
  • Nonmember Fee CONF3-17 - $395.00
  • Other State Society Member Fee CONF3-17 - $244.00


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