Total Credits: 8 including 2 Accounting - Technical, 1 Behavioral Ethics - Non-technical, 1 Business Law - Technical, 4 Finance - Technical
CPEconomy returns with focused industry topics for the budget-minded CPA that get to the point. From updates on employment law and policies in the age of #MeToo to the ethical dilemmas of less-than-transparent business practices- we have you covered.
Survivor: Business Interruption
Sometimes there is just no way to avoid what life throws at your organization whether broken pipes cause office water damage, a break in leads to property loss or another unforeseen circumstance. Are you prepared to consider key coverage areas from payroll to indemnity and competition in these cases? And, when resources and time are short, can you use what you know about the business to prioritize what needs to happen within the needed time and financial limits?
Chris Bolton – Commercial Insurance Agent, Brown & Brown of Detroit, Sterling Heights
Todd Piersol – President, Brown & Brown of Detroit, Sterling Heights
Dilemma at the Loading Dock – Bending and Blurring the Lines
When it comes to reaching fiscal goals and making budget, desperate managers or supervisors may justify bending the rules. What are your responsibilities if you witness less-than-transparent business practices? This case-study session dives into a real-life scenario of witnessing questionable actions at a shipping dock as colleagues try to sneak in sales before the deadline. Puts yourself in the position to ask, “What if this really does happen to me?
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy
Compliance in Today’s Environment of Employment Law Hyper-Awareness
The past two years have brought employment law compliance to the media’s attention and the public’s perception as never before. Employers seeking to stay aware and compliant with ever-shifting regulations have a significant responsibility to institute policies and educate staff on everything from Michigan’s new Amended Paid Medical Leave Law to drug and marijuana issues arising in the workplace. Tie the hyper-awareness together with proactivity.
Clifford L. Hammond, JD – Shareholder, Foster Swift Collins & Smith PC, Lansing
Optimizing Your Retirement Plan
As fiduciaries, plan sponsors are tasked with acting for the sole benefit of plan participants, behaving in a prudent, objective manner and utilizing all available options to optimize the retirement plan offering. This type of awareness and general understanding helps to create retirement-ready participants thanks to the environment plan optimization provides. This session discusses this issue and provides actionable information which will be beneficial for all plan participants.
John Young – Vice President, Financial Advisor, CAPTRUST, Clarkston
A Tide of Change: An Adaptive Guide to Shifting Standards (Qualifies for Accounting & Auditing credit)
The ebb and flow of changes within accounting standards shifts the focus for accounting departments, regulators and firms. Review what will be the areas of interest for the coming year as we cover the FASB standards, implementation dates and case study experiences that bring standards applicable to 2018 and 2019 financial statements, revenue recognition disclosure guidelines, leases and new variable interest entities into perspective.
Duane M. Reyhl, CPA, CGMA – Audit and Accounting Partner, Andrews Hooper Pavlik PLC, Midland
Greg Soule, CPA, CISA, CISSP, CFE – Partner, Andrews Hooper Pavlik PLC, Auburn Hills
See Course Description
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)||Available after Purchase|
Chris Bolton has worked as a commercial producer at Brown & Brown of Detroit since April 2015. Chris is experienced and skilled at brokering all types of commercial insurance, however, he tends to specialize in contracting, manufacturing, and real estate risk.
Chris possesses over 43 years of experience in the insurance industry. Prior to joining Brown & Brown, he was owner and president of Bolton & Company, which merged with our Detroit office.
Chris earned a Bachelor of Arts degree from Oakland University, majoring in History and Political Science. He has been a Commercial Insurance Counselor (CIC) since 1979 and holds his LIC certification. Chris’ favorite part of the job is working with different types of businesses and the interesting people that run them. He feels that Brown & Brown of Detroit sets itself apart from the competition because of the degree of autonomy the office is afforded. This brings benefits to businesses that need service flexibility.
Todd Piersol relocated to Brown & Brown of Detroit in early 2013 to work as Profit Center Leader here. He has worked for Brown & Brown since 2006, when he got his start in the industry as a Commercial Insurance Producer. He has also led offices in Melbourne and Tallahassee, Florida. As Profit Center Leader, Todd provides experienced leadership to the staff of our large office. He manages operations, workforce development, regional growth, and overall strategy. In addition, he provides excellent support and service to clients.
Prior to joining Brown & Brown Insurance, Todd was employed by PGA Tour and The First Tee. He worked as a network analyst for both organizations. Todd is a graduate of the University of North Florida, where he earned a bachelor’s degree in finance, followed by his MBA. He is licensed in Michigan for property and casualty insurance. He is an alumnus of Leadership Detroit Class XXXV and is also a board member of The First Tee of Greater Detroit.
Todd specializes in commercial insurance, specifically in the areas of risk management, workers compensation, and executive liability. His favorite part of the job is interacting with entrepreneurs and business owners to become familiar with their stories and understand how they develop their business. Todd feels that Brown & Brown of Detroit stands out from our competition because we are the only insurance intermediaries that combine a truly decentralized local service model with national resources and capabilities. He also finds time to serve on the corporate Brown & Brown Leadership Council and he has won several Tangle B awards.
Raymond T. Rowe is both a registered Certified Public Accountant and an Attorney and practices law in Troy, Michigan. His practice concentrates on tax planning, tax audits, tax collections, estate planning and business matters. He graduated from Wayne State University in 1968, with a Bachelor of Science in Accounting and in 1970, with a Juris Doctorate, Magna Cum Laude from Wayne State University Law School.
He is a member of the following organizations: American Bar Association, State Bar of Michigan, American Institute of Certified Public Accountants, Michigan Association of Certified Public Accountants- Member of: Board of Directors 2003-2009, Ethics Task Force, Small Practitioners Task Force
Management Information Show Task Force, Eldercare Subcommittee.
He has been an instructor on various tax, accounting and ethics matters with: 2005 National Association of Black Accountants Convention in Detroit, MI; NABA Division of Firms Annual Conferences; Oakland University; Michigan Association of Certified Public Accountants; Developed and presented various tax, estate planning, accounting and ethics courses and ethics webinars; Various State and Chapter meetings of the Independent Accountants Association of Michigan; National Business Institute- LLCs in Michigan, How to Draft Effective Wills and Trusts for your Clients in Michigan.
Mr. Rowe has held an AV rating, which is the highest rating by Martindale-Hubbell Law Directory from 1987 through 2012.
Clifford Hammond is a member of Foster Swift's Employers Services practice group in the Southfield and Lansing offices, where he focuses his practice on employment and labor law counsel and litigation. He has extensive experience with the National Labor Relations Act, Michigan Employment Relations Commission, Federal and State Courts, State and Federal administrative agency proceedings, collective bargaining, arbitration, mediation, union avoidance, employment litigation, and dispute resolution.
Clifford is well versed in employment and labor law and regularly conducts seminars to groups, including: The American Hospital Association, American Society of Employers, Michigan Health and Hospital Association, Airport Minority Advisory Council, Michigan Public Employer Labor Relations Association, Lansing Chamber of Commerce, Michigan Chamber of Commerce, and the Southern Wayne County Regional Chamber. He has also written publications on unionization trends, the National Labor Relations Board, developments in employment law, The Affordable Care Act; employee classification determinations, developments in wage and hour law, and handling employee discipline and counseling.
Clifford is also co-chair of the Labor & Employment Committee for the Michigan Defense Trial Counsel, as well as a member of the Defense Research Institute, and Michigan Council of the Society for Human Resource Management.
John Young joined CAPTRUST in 2013 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, John worked at Freedom One Financial Group as senior plan consultant and has worked in the industry since 2003. John has a Bachelor of Science in geography from the University of Toronto.
Duane Reyhl is an accounting and auditing partner with the Michigan firm of Andrews Hooper Pavlik PLC. His primary focus is auditing, attestation services, and forensic accounting. He also helps clients refine their internal control and implement accounting standards. Duane’s industry experience includes not-for-profit organizations, local governments, colleges and universities, school districts, employee benefit plans (private, governmental, and SEC), health care organizations, and construction contractors. Prior to AHP, Duane was a member of a San Jose, California firm and served for six year as the technical director for the Peer Review Program of the California Society of CPAs where he oversaw the program’s technical review process and assisted reviewers and firms with technical questions related to audit, accounting, and peer review standards. Prior to that, Duane was the partner in charge of auditing, accounting, and quality control for an Oakland, California firm.
His service for the Michigan Association of CPAs includes current membership on the Peer Review Task Force. Duane is a past chair of MICPA A&A Conference Panning Task Force and the Accounting and Auditing Standards Task Force.
Duane has previously written the AICPA course, Peer Review – Are You Ready, and speaks frequently on audit, accounting, and peer review topics for various organizations. He has been a discussion leader at two AICPA Peer Review Conferences. In addition, he has taught a section of the course, Financial Statements in the Courtroom, for the National Judicial College. Duane has also written two courses for the California Society of CPAs: Audit Planning: A Practical Approach to Integrating the Standards and Non-Profits – Issues with Fraud, Risk Assessment, Internal Control, and Volunteers.
Duane is the past district governor for Rotary District 6310, a past president of the Rotary Club of Saginaw-Sunrise and serves as the school board treasurer for St. Charles Community Schools. Away from work, he enjoys spending time with his family, writing children’s stories, performing genealogy research, and playing the acoustic guitar.
Greg is a senior manager with Andrews Hooper Pavlik PLC. Throughout his career at AHP, he has performed financial, operational, and IT audits; consulting; and IT security services. These services include financial statement audits, internal and IT control assessments, system and organization control (SOC) examinations, fraud investigations, internal and external penetration testing, network vulnerability assessments, social engineering, and disaster recovery consulting. His industry background includes financial institutions, insurance companies, service organizations, governmental and not-for-profit organizations, higher education, and manufacturers.
In addition to being a CPA, Greg is also a Certified Information Systems Auditor (CISA), a Certified Information Systems Security Professional (CISSP), and is Security+ certified by the Computer Technology Industry Association. He is also a Certified Fraud Examiner (CFE).
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