2023 Annual Meeting [AM-CPE]

Subject:

May 17, 2023 to May 19, 2023
Time: Various
Professional Development

Credit Hours:

10.00

Price:

Member: $595.00
Non-member: $775.00

Discussion Leader:

Don Minges, MBA

Don Minges, MBA, is the principal at The Knowledge Institute, LLC, www.theknowledgeinstitute.com, a leading CPE provider.  Don also serves as a fractional CFO who works in diverse industries at various stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising equity and has invested equity into promising businesses.  He has served on the Board of Directors for several firms.  Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business.

Full Description

Annual Meeting / 10-Hours CPE (AM-CPE)
*Season Tickets / Season Passes Not Valid For Annual Meeting*

Big Four Reasons Why CPAs are Fired (3-Hours CPE)
Emotional Intelligence: The Critical Factor in Executive Success (2-Hours CPE)
Staff Retention: Attract and Keep the Best People (2-Hours CPE)
The Economic Case Against Professional Service Taxes (1-Hour CPE)
Profession Update / Pipeline Issues & Profession Barriers (2-Hours CPE)

Alyeska Resort
1000 Arlberg Avenue
Girdwood, AK

Registration Fee / Includes 10-Hours CPE, Meals & All Annual Meeting Events:
$595 / Member

Non-Member Fee / Includes 10-Hours CPE, Meals & All Annual Meeting Events:
$775

Big Four Reasons Why CPAs are Fired (3-Hours CPE)

May 17th, 2023 / Afternoon Session

Why do clients fire CPAs frequently? Client turnover, or churn, damages relationships, reputations and economics. What lessons can we all learn from the everyday mistakes made by seemingly savvy CPAs? What are the four reason why CPAs are replaced? We will discuss the action steps to take to improve client satisfaction today. Additionally, these lessons are applicable for every business leader, not simply for CPAs. The four reasons why CPAs are replaced are not merely something nice to do but can mean the difference between success, failure and survival in todays competitive environment. If you want to improve the business and professional relationship, this session will open your eyes.

CPE Credits: 3, Business Management & Organization
Discussion Leader: Don Minges, MBA / The Knowledge Institute, LLC

Emotional Intelligence: The Critical Factor in Executive Success (2-Hours CPE)

May 18th, 2023 / 1st Morning Session

Emotional intelligence is an individuals capacity to understand both their own and other peoples emotions, and to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their emotional intelligence, including you. Many businesses utilize EI for promotions and in hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader work smart.
your eyes.

CPE Credits: 2, Business Management & Organization
Discussion Leader: Don Minges, MBA / The Knowledge Institute, LLC

Staff Retention: Attract and Keep the Best People (2-Hours CPE)

May 18th, 2023 / 2nd Morning Session

Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!

CPE Credits: 2, Business Management & Organization
Discussion Leader: Don Minges, MBA / The Knowledge Institute, LLC

The Economic Case Against Professional Service Taxes (1-Hour CPE)

May 18th, 2023 / 1st Afternoon Session

Advocacy informs the public policy debate and effects legislative and regulatory changes. Through advocacy engagement, CPAs can educate policymakers about issues unique to the profession. These issues include CPA licensing issues and the taxation of services provided by CPAs and CPA firms. Attendees will gain an understanding of key issues impacting the profession.

Designed For: CPAs and Accounting and Business Professionals
CPE Credits: 1, Professional Development
Discussion Leader: Kymberly Messersmith / KPMG LLP Managing Director of State Government Affairs / TAC Representative

Profession Update / Pipeline Concerns & Profession Barriers (2-Hours CPE)

May 18th, 2023 / 2nd Afternoon Session

This session will cover a wide range of topical areas. Discuss top issues impacting the accounting profession today as well as concerns and barriers related to filling the talent pipeline.

Designed For: CPAs and Accounting and Business Professionals
CPE Credits: 2, Professional Development
Discussion Leader: Carl Peterson, CPA, CGMA / AICPA Vice President of Small Firm Interests