MNCPA MANAGEMENT & BUSINESS ADVISERS ...David Schultz Behavioral Ethics – Non-Technical (1.5) 10:20–10:35 a.m. BREAK 10:35–11:50 a.m. C1. Translating Strategy to Action Using

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Find your personal and professional edge at this year’s virtual MNCPA Management & Business Advisers Conference, the premiere event for financial leaders, internal auditors and business advisers.

MBAC20 has everything you need to enhance your performance and sail over whatever hurdles stand in your way.

Ready, Set, Go!

FINANCIAL LEADERS

You might have the title of CFO, controller or financial manager. But you’re much more than a number cruncher. MBAC20 is built around the many hats you wear — from accountant and business strategist to compliance officer and team leader. Learn how to improve financial performance, comply with new regulations, increase productivity and much more.

INTERNAL AUDITORS

You need to know what makes your company tick. That’s why the MNCPA worked with the Twin Cities Chapter of The Institute of Internal Auditors to design this conference with your needs in mind.

BUSINESS ADVISERS

You’re the go-to person for your clients. As their trusted adviser, you need a thorough understanding of their world and the latest changes, challenges and opportunities. MBAC20 shines light on pertinent issues impacting businesses today — from tax, accounting and legislative changes to cybersecurity, human resource and technology considerations.


SAVE $100

MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE4

8–8:50 a.m. A1. Ready or Not, Here Comes Gen. Z Josh Miller Business Management & Organization –

Non-Technical (1) Sponsored by SALO, LLC

A2. Finance as an Ally for Diversity, Equity and Inclusion

Craig Warren Personnel/Human Resources –

Non-Technical (1)

8:50–9:05 a.m. BREAK

9:05–10:20 a.m. – 9:05 a.m.

B1. Turning Budgeting and Planning Into Competitive Advantage

Donny Shimamoto Finance – Technical (1.5)

B2. Ethical Leadership in Accounting and Finance

David Schultz Behavioral Ethics – Non-Technical (1.5)

10:20–10:35 a.m. BREAK

10:35–11:50 a.m. C1. Translating Strategy to Action Using the Balanced Scorecard

Jennifer Elder Business Management & Organization –

Non-Technical (1.5)

C2. Are You Ready to Respond to a Cyber Incident?

Donny Shimamoto Information Technology – Technical (1.5)

11:50 a.m.–12:40 p.m. LUNCH

12:40–1:30 p.m. D1. Creating KPIs and Dashboards Jennifer Elder Business Management & Organization –

Non-Technical (1)

D2. The Current State and Trajectory of the Minnesota Economy

Ronald Wirtz Economics – Technical (1)

1:30–1:45 p.m. BREAK

1:45–3 p.m. E1. Incorporating Non-Financial Metrics Into Budgeting and Planning

Donny Shimamoto Finance – Technical (1.5)

E2. My Favorite Hacking Exploits and What You Can Do to Detect or Prevent Them

Kenneth Zoline Information Technology – Technical (1.5)

3–3:15 p.m. BREAK

3:15–4:30 p.m. F1. Using Back Planning to Drive Strategic Growth

Jennifer Elder Business Management & Organization –

Non-Technical (1.5)

F2. Business Ethics and the Need for Internal Controls

Jeffrey DeYoung Behavioral Ethics – Non-Technical (1.5)

DAY 1 TUESDAY, JUNE 23

8–8:50 a.m. G1. The Return of the Economist: Economic Update Anirban Basu Economics – Technical (1)

G2. Employee Volunteerism in a Post-COVID World

Eric Grube and Katie Tedson Personnel/Human Resources –

Non-Technical (1)

8:50–9:05 a.m. BREAK

9:05–10:20 a.m. – 9:05 a.m.

H1. 2020 FASB Update Leah Donti Accounting – Technical (1.5)

H2. Unstoppable Teams James Lindell Personal Development – Non-Technical (1.5)

10:20–10:35 a.m. BREAK

10:35–11:50 a.m. I1. Best Practices on the Financial Close

Leah Donti Finance – Technical (1.5)

I2. Self-Leadership in a Season of Uninvited Disruption Jonathan Lokhorst Personal Development – Non-Technical (1.5)

11:50 a.m.–12:40 p.m. LUNCH

12:40–1:55 p.m. J1. Ethics: A Line in the Sand 2020 James Lindell Behavioral Ethics – Non-Technical (1.5)

J2. Accelerating Cloud Security in Your Organization

Ron Kuriscak and Jim O’Conner Information Technology – Technical (1.5)

1:55–2:10 p.m. BREAK

2:10–3:25 p.m. K1. Change Management and Dealing With the Unexpected

Larry Morgan Business Management & Organization –

Non-Technical (1.5)

K2. The Battle of the Lookup Functions

Jeff Lenning Computer Software & Applications –

Non-Technical (1.5)

3:25–3:40 p.m. BREAK

3:40–4:30 p.m. L1. How to Lead a Remote Work Team

Jonathan Lokhorst Business Management & Organization –

Non-Technical (1)

L2. Power Query and Power Pivot Jeff Lenning Computer Software & Applications –

Non-Technical (1)

DAY 2 WEDNESDAY, JUNE 24

= Session qualifies for ethics credit


SAVE $100


8–8:50 a.m. M1. The Richest Man in Town V.J. Smith Personal Development – Non-Technical (1)

M2. Tax Update Mark Sellner Taxes – Technical (1)

8:50–9:05 a.m. BREAK

9:05–10:20 a.m. – 9:05 a.m.

N1. Reinventing the Office With Lean Processes

James Lindell Business Management & Organization –

Non-Technical (1.5)

N2. Annual HR and Compliance Check-Up

Larry Morgan Business Law – Technical (1.5)

10:20–10:35 a.m. BREAK

10:35–11:50 a.m. O1. Standard Setting During COVID-19: Accounting Relief to Appreciate

Stephanie Markert Accounting – Technical (1.5)

02. Data Protection: Case Studies and Common Mistakes Tommy Stephens Information Technology – Technical (1.5)

11:50 a.m.–12:40 p.m. LUNCH

12:40–1:30 p.m. P1. Building a Healthy Workplace Culture

Dr. Michael Monroe Kiefer Personal Development – Non-Technical (1)

P2. Bringing Artificial Intelligence to Your Excel Workbooks Tommy Stephens Computer Software & Applications –

Non-Technical (1)

1:30–1:45 p.m. BREAK

1:45–3 p.m. Q1. Make the Move to Modern Accounting

Michael Shultz Accounting – Technical (1.5)

Q2. Current Issues in Accounting and Business Ethics Boz Bostrom Regulatory Ethics – Technical (1.5)

3–3:15 p.m. BREAK

3:15–4:30 p.m. R1. The Science of Data to Drive Results

Lisa David and Jake Robbins Business Management & Organization –

Non-Technical (1.5)

R2. Maintaining a High Touch Employee Experience, Virtually Colleen Frankwitz Business Management & Organization –

Non-Technical (1.5)

DAY 3 THURSDAY, JUNE 25

VIRTUAL-ONLY CONFERENCEIn response to the COVID-19 pandemic, MBAC20 will be a completely virtual experience. Now extended to three days, the conference offers even more opportunities to customize the event to your needs. Earn up to 24 CPE, attend as many as 18 different sessions, and register for the entire event or just the sessions that fit your schedule.

GROUP INTERNET-BASED LEARNINGThis virtual-only conference is still considered group internet-based learning. As long as the sponsor is BOA approved (the MNCPA is!), there’s no limit to how many credits you can earn from these types of programs. Learn more about CPE requirements at www.mncpa.org/cpe-rules.

= Session qualifies for ethics credit

DAY 1

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8–8:50 a.m. | Breakout Sessions A

A1. Ready or Not, Here Comes Gen ZJosh Miller, XYZ University, Maple Grove, MN

The first generation of the 21st century has come of age during the most disruptive decade of the last one hundred years. Meet Generation Z. Their arrival marks the end of clearly defined roles,

traditions and experiences. Learn how these shifts are likely to impact the future and what your organization can do to prepare for them.Sponsored by SALO, LLCFOS: Business Management & Organization - Non-Technical (1)

A la carte: $90 nonmember / $75 member

A2. Finance as an Ally for Diversity, Equity and InclusionCraig Warren, Minnesota Children’s Museum, St. Paul, MNWhat role do finance staff, policies, systems and practices play in creating an inclusive work environment? Deepen your understanding of the unique role finance can play in creating equitable outcomes and learn how you can support your organization’s diversity, equity and inclusion work. FOS: Personnel/Human Resources - Non-Technical (1)


9:05–10:20 a.m. | Breakout Sessions B

B1. Turn Budgeting and Planning Into Competitive AdvantageDonny C. Shimamoto, CPA.CITP, CGMA,

IntrapriseTechKnowlogies LLC, Honolulu, HIThe COVID-19 crisis caught many businesses off guard. Is there a better way to prepare for similar future scenarios? Learn leading practices in budgeting and planning and explore the technologies that can help you turn theory into practice. Improve your organization’s performance, turn your finance department into a value-add and make your budgeting and planning process a competitive advantage. FOS: Finance - Technical (1.5)


B2. Ethical Leadership in Accounting and FinanceDavid A. Schultz, Ph.D., JD, Hamline University, St. Paul, MN

Ethics and accounting go hand in hand. Do you know what it means to act ethically in your profession? Understand what it means

to be an ethical manager or CPA and assess the difference between professional and personal values. Identify ethical dilemmas, explore ethical decision making and review the AICPA principles and rules in the Code of Professional Conduct. FOS: Behavioral Ethics - Non-Technical (1.5)


10:35–11:50 a.m. | Breakout Sessions C

C1. Translating Strategy to Action Using the Balanced ScorecardJennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS,

Business Learning Institute, Inc, Towson, MDCreating a strategy is like using GPS to find the best route to your destination. The real value is in tracking your progress and seeing where you’ll run into traffic, being warned when you’ve made a wrong turn and knowing your ETA. The balanced scorecard is like a GPS for your strategy — to achieve success, you have to measure your progress. Explore elements of the balanced scorecard and walk through how a real business identified relevant key performance indicators (KPIs) to implement and achieve their strategy.FOS: Business Management & Organization - Non-Technical (1.5)


C2. Are You Ready to Respond to a Cyber Incident?Donny C. Shimamoto, CPA.CITP, CGMA,

IntrapriseTechKnowlogies LLC, Honolulu, HIWith so many people working from home right now, it’s no longer a question of whether you’ll have a cyber incident, but a question of when it will happen. You can minimize the damage and avoid litigation by making sure your team is ready to respond now. Proper response requires more than just your IT team — there may be additional compliance, external notifications, forensic data preservation, business continuity, insurance and other aspects to address. Learn about the factors you should consider in developing an incident response strategy for your entire team.FOS: Information Technology - Technical (1.5)


COURSE MATERIALS Effective May 1, 2020, all MNCPA CPE course materials will be provided electronically only. Hard copies will not be available. • Instructions for accessing electronic materials will be emailed to you before the event.• Download the materials to your device from the MNCPA website or access them from

the conference app. • Your event fee must be paid in order to access your materials online.


SAVE $100


11:50 a.m.–12:40 p.m. | Lunch

12:40–1:30 p.m. | Breakout Sessions D

D1. Creating KPIs and DashboardsJennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS,

Business Learning Institute, Inc, Towson, MD“You can’t manage what you can’t measure.” But exactly what should you measure? Creating key performance indicators (KPIs) is like the story of Goldilocks and the Three Bears. Too many and no one pays attention. Too few — or the wrong ones — and you don’t achieve your goals. But, pick just the right combination and it’s magic. Connect to the inner workings of your operations by exploring a proven process for selecting valuable KPIs.FOS: Business Management & Organization - Non-Technical (1)


D2. The Current State and Trajectory of the Minnesota EconomyRonald A. Wirtz, Federal Reserve Bank of Minneapolis,

Minneapolis, MNLearn about short- and long-term economic trends in Minnesota through a range of metrics and explore the role current labor force trends will play in future economic growth. This session uses interactive survey technology to (anonymously) poll the audience about recent activity at their firms, providing real-time insights on industry trends in hiring, labor availability, wages and a 2020 outlook.FOS: Economics - Technical (1)


1:45–3 p.m. | Breakout Sessions E

E1. Incorporating Non-Financial Metrics Into Budgeting and PlanningDonny C. Shimamoto, CPA.CITP, CGMA,

IntrapriseTechKnowlogies LLC, Honolulu, HIToo often organizations focus their budgeting and planning efforts around the financial aspects of an organization, but most operations people and business managers operate in a world where revenues and expenses are only a small part of their work. Discover how your organization can improve the effectiveness of its planning process by identifying non-financial metrics that drive financial results and incorporating them into budgeting and planning models.FOS: Finance - Technical (1.5)


E2. My Favorite Hacking Exploits and What You Can Do to Detect or Prevent Them Kenneth Zoline, CISSP, Baker Tilly Virchow Krause, LLP, Chicago, ILHistory has shown that even the most impenetrable security measures can be breached by clever attackers. The same holds true for cybersecurity. Cybercriminals know how to side-step your regulatory IT security controls and security products. Learn about common hacking techniques and how to detect and prevent them. Discover new ways to protect your data and systems from cyberattacks. FOS: Information Technology - Technical (1.5)


3:15–4:30 p.m. | Breakout Sessions F

F1. Using Back Planning to Drive Strategic GrowthJennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS, Business

Learning Institute, Inc, Towson, MDForecasting — anchored in the present and typically done one year at a time — has its limitations. But if you want to achieve great things in the future, through the use of back planning or backcasting, you can envision the future you want and then create it. Explore the back planning process used by Nike and Whistler Blackcomb and determine how to implement it in your own context. If NASA used backcasting to put a man on the moon, imagine what it can do for you!FOS: Business Management & Organization - Non-Technical (1.5)


F2. Business Ethics and the Need for Internal ControlsJeffrey R. DeYoung, CPA, MBT, Baker Tilly Virchow Krause, LLP,

Minneapolis, MN Endless stories of fraud and embezzlement prove our continued need for ethics, internal controls and governance. In this discussion of business ethics, focus on real-world ethics cases, some of which have been in the news in the past year, and see what we can learn from them. Gain an understanding of current trends in ethics rules and enforcement and explore examples of effective leadership in the midst of ethical dilemmas.FOS: Behavioral Ethics - Non-Technical (1.5)


“Excellent assortment of relevant topics and speakers.” – 2019 Conference Attendee

DAY 2

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, JUN

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8–8:50 a.m. | Breakout Sessions G

G1. The Return of the Economist: Economic UpdateAnirban Basu, Sage Policy Group, Inc., Baltimore, MD COVID-19 has rocked what had appeared to be a nearly invincible economy — one associated with substantial job growth, multi-decade lows in unemployment, sturdy compensation increases, robust retail sales, low inflation and strong financial market performance. Underneath that strong performance, however, was a set of fragilities that have been exposed by the pandemic. Study current economic circumstances, learn how difficult things are likely to be for the foreseeable future and explore the brisk recovery to come.FOS: Economics - Technical (1)


G2. Employee Volunteerism in a Post-COVID WorldEric O. Grube, DBA, CPA, Concordia University, St. Paul, St. Paul, MNKatie Tedson, SHRM-SCP, Goodwill-Easter Seals of

Minnesota, St. Paul, MNIn the past, many employers promoted volunteer efforts as a social activity for their employees, often leading to increased employee engagement and retention. But how does social distancing impact volunteer opportunities and employee engagement? While much remains to be seen, employers must rethink their volunteer activities. Discover the possible ramifications of our “new normal” and explore what employer-supported volunteering might look like post COVID-19. FOS: Personnel/Human Resources - Non-Technical (1)


9:05–10:20 a.m. | Breakout Sessions H

H1. 2020 FASB UpdateLeah Donti, CPA (Canada), CMA, MBA, Advantage Montreal

Seminars Inc., Laval, Quebec, CanadaThe amount of change in the accounting profession is overwhelming, and 2020 is proving to be another busy year for FASB. New updates, standards and guidance are here. Make sure you know which changes will impact you and your work and learn more about COVID-19 financial reporting issues. Whether you’re a CPA in industry or public practice, you can learn about the latest issues facing private and public companies. FOS: Accounting - Technical (1.5)


H2. Unstoppable TeamsJames T. Lindell, CPA, CSP, CGMA, MBA, Thorsten Consulting

Group, Inc., Dousman, WIWhen companies create the culture for teams to succeed, it’s not surprising that the organization is more successful. Review real examples of unstoppable teams and learn the key components to achieving success within your own organization. Use historical and current lenses to discover the keys to predicting your team’s success or failure.FOS: Personal Development - Non-Technical (1.5)


10:35–11:50 a.m. | Breakout Sessions I

I1. Best Practices on the Financial CloseLeah Donti, CPA (Canada), CMA, MBA, Advantage Montreal

Seminars Inc., Laval, Quebec, CanadaToday’s decision-makers want financial information earlier than ever. Month-end close is necessary in providing them with critical information that impacts their decisions, but it can be a laborious and time-consuming process. Closing the books faster and more efficiently can save money and increase productivity. Learn about the challenges that come with closing the books earlier and best practices for improving month-end close, including the challenges associated with changes due to COVID-19.FOS: Finance - Technical (1.5)


I2. Self-Leadership in a Season of Uninvited DisruptionJonathan R. Lokhorst, CPA, ACC, Lokhorst Consulting LLC,

Andover, MN2020 has been marked with uninvited disruptions and unprecedented challenges, and the realities of anxiety, stress and fatigue make self-leadership more essential than ever. Explore an inside-out approach to building the leadership capacity necessary to lead through the challenges that lie ahead. Learn about the importance of a strong personal foundation, improving resilience and energy and reducing distractions to improve productivity.FOS: Personal Development - Non-Technical (1.5)



SAVE $100


11:50 a.m.–12:40 p.m. | Lunch

12:40–1:55 p.m. | Breakout Sessions J

J1. Ethics: A Line in the Sand 2020James T. Lindell, CPA, CSP, CGMA, MBA, Thorsten Consulting

Group, Inc., Dousman, WI Another year, and still more unbelievable ethics violations — peddling influence, harassment, and abusing power with employees, constituents and customers. The list keeps growing. How can you maintain an ethical balance in an ethically challenged environment? Discover the lessons you can learn from recent ethical violations and, most importantly, discuss how to conduct your personal and professional life ethically.FOS: Behavioral Ethics - Non-Technical (1.5)


J2. Accelerating Cloud Security in Your Organization Ron Kuriscak, Protiviti, Inc., Minneapolis, MNJim O’Conner, Cargill, Inc., Wayzata, MNSecurity must be a foundational component of any organization invested in cloud environments. While there are many quick benefits, you still need to consider how you will keep your data safe. Cloud providers offer security capabilities, but the customer — that’s you — is ultimately responsible for securing applications and data. Learn about the challenges associated with cloud security strategy and programs and explore cases that highlight critical cloud security practices.FOS: Information Technology - Technical (1.5)


2:10–3:25 p.m. | Breakout Sessions K

K1. Change Management and Dealing With the UnexpectedLarry Morgan, MA, SPHR, SHRM-SCP, GPHR, Orion HR Group, LLC,

Apple Valley, MNYou already know change in your organization is inevitable. But do you know how to prepare for it? Whether you’re already expecting a specific change or you just want to be ready for the next one, create a resilient workplace and learn proven techniques for managing leadership, economic and competitive changes. FOS: Business Management & Organization - Non-Technical (1.5)


K2. The Battle of the Lookup FunctionsJeff Lenning, CPA, CITP, Excel University, Inc., Harrisburg, SDWhile the iconic VLOOKUP function is probably the most popular lookup function, sometimes other options may be a better fit. Depending on the type of workbook, INDEX/MATCH or SUMIFS may offer some benefits. And, if you are using a newer version of Excel, XLOOKUP may be a wonderful alternative. Dive deep into the pros and cons of key lookup functions and when to use them.FOS: Computer Software & Applications - Non-Technical (1.5)


3:40–4:30 p.m. | Breakout Sessions L

L1. How to Lead a Remote Work TeamJonathan R. Lokhorst, CPA, ACC, Lokhorst Consulting LLC,

Andover, MNAs the economy re-opens, remote work will continue to be the “new normal” for much of the workforce. Explore ways you can lead effectively in your new virtual environment. Learn the principles of effective delegating, help employees balance their productivity and the challenges of working from home, discover ways to enhance employee engagement and find ways to adapt your communication style to your new reality.FOS: Business Management & Organization - Non-Technical (1)


L2. Power Query and Power PivotJeff Lenning, CPA, CITP, Excel University, Inc., Harrisburg, SDExcel users have prepared reports the same way for decades: Export data from an accounting system, copy and paste it into an Excel workbook, clean and prepare it for use and then use PivotTables and functions such as VLOOKUP and SUMIFS. But that workflow is manual and slow. Learn about the power tools Excel now offers to streamline your reporting process. Explore the use of Power Query and Power Pivot to improve your reporting tasks.FOS: Computer Software & Applications - Non-Technical (1)


“I bring something back to the office each year, and this year was no different.”

– 2019 Conference Attendee

DAY 3

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8–8:50 a.m. | Breakout Sessions M

M1. The Richest Man in TownV.J. Smith, Life’s Great Moments, Brookings, SD When you think about riches, what’s the first thing that comes to mind? Did you say “gratitude?” Marty, an unforgettable man who ran a cash register at a big box store, lived a life of gratitude. He was rich not because of his bank account or his investments, but because of the love, admiration and contentment that filled every aspect of his life. He had no regrets. Learn from Marty’s simple philosophies and see what happens when you take the time to listen and express gratitude. All that you give, you get back, and more. FOS: Personal Development - Non-Technical (1)


M2. Tax UpdateMark A. Sellner, CPA, JD, LLM (taxation), Sellner Tax Consulting, LLC,

Sarasota, FLLearn about new tax law, regulation and court cases, including the 2020 federal and state tax environment, COVID-19 tax relief, developments in the 20% deduction for Section 199A Qualified Business Income, and changes in business, real estate and individual tax. FOS: Taxes - Technical (1)


9:05–10:20 a.m. | Breakout Sessions N

N1. Reinventing the Office With Lean ProcessesJames T. Lindell, CPA, CSP, CGMA, MBA, Thorsten Consulting

Group, Inc., Dousman, WIAccounting functions are inundated with requirements to be more efficient — automating processes, making things easier, doing more with less. Examine ways to achieve efficiencies that can help you stay competitive and explore the latest trends while also avoiding new costs and eliminate existing unnecessary expenses.FOS: Business Management & Organization - Non-Technical (1.5)


N2. Annual HR and Compliance Check-UpLarry Morgan, MA, SPHR, SHRM-SCP, GPHR, Orion HR Group, LLC,

Apple Valley, MNEach year brings new changes and challenges to employment law compliance. Get the latest updates and learn how they affect your company and employees. Learn about the Minnesota Wage Theft law, the SECURE Act, Department of Labor updates, and coronavirus and pandemic preparation, as well as changes to FLSA, Forms I-9 and W-4, RMDs. Plus, dive into recommended employee handbook updates and minimum wage.FOS: Business Law - Technical (1.5)


10:35–11:50 a.m. | Breakout Sessions O

O1. Standard Setting During COVID-19: Accounting Relief to AppreciateStephanie Markert, CPA, CliftonLarsonAllen LLP, Minneapolis, MNStandard setters are keenly aware of the unprecedented times we’re facing and have developed new guidance, made changes and clarifications to standards and delayed effective dates to help during the pandemic. Learn about delayed effective dates, the new FAQ on lease concessions, and the accounting implications — including the loan forgiveness feature — of small business loans through the SBA’s new Paycheck Protection Program.FOS: Accounting - Technical (1.5)


O2. Data Protection: Case Studies and Common MistakesThomas G. Stephens Jr., CPA.CITP, CGMA, K2 Enterprises,

Hammond, LADespite the world-wide focus on data security, ineffective internal controls for information technology routinely result in hacks. Find out how to protect your company and its data. Learn about critical IT-related controls from recent real-world examples of data breaches and security failures. Explore controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud and more.FOS: Information Technology - Technical (1.5)


THANK YOU TO THIS YEAR’S SPONSORS

GOLD SPONSORTECHNOLOGY SPONSOR SPONSOR


SAVE $100


11:50 a.m.–12:40 p.m. | Lunch

12:40–1:30 p.m. | Breakout Sessions P

P1. Building a Healthy Workplace CultureDr. Michael Monroe Kiefer, Powermind Systems, Inc.,

Farmington, MNTake a minute to assess your workplace environment. How do you and your coworkers feel about working there? Do new hires want to stay? Learn how to create a positive, motivating office culture that supports employees and keeps them happy, healthy, engaged and working comfortably. Find out what other organizations have done to create a good work environment — including ergonomics, activities, teamwork, training, celebration, fitness and respect — and discover ways to adapt those ideas for your own organization. Plus, get tips on managing and motivating a remote workforce. FOS: Personal Development - Non-Technical (1)


P2. Bringing Artificial Intelligence to Your Excel WorkbooksThomas G. Stephens Jr., CPA.CITP, CGMA, K2 Enterprises,

Hammond, LASave time and improve accuracy with the latest artificial intelligence tools from Office 365. Discover how you can bring that artificial intelligence to your own Excel workbooks. Explore leading-edge features including ideas, new data types, the ability to insert data from a picture and dynamic arrays. FOS: Computer Software & Applications - Non-Technical (1)


1:45–3 p.m. | Breakout Sessions Q

Q1. Make the Move to Modern AccountingMichael Shultz, BlackLine Systems, Inc., Woodland Hills, CAAt more than forty years old, spreadsheets are antiquated technology, but many accountants continue to use them as the backbone for their close processes. This “same as last year” mentality may be comfortable, but it results in wasted time, increased risk and cost, and low team morale. Traditional manual accounting processes just aren’t sustainable. It’s time to take a new modern approach to accounting. Get tips to change your current close processes and learn a new unified, automated and continuous accounting methodology. FOS: Accounting - Technical (1.5)


Q2. Current Issues in Accounting and Business EthicsBoz O. Bostrom, CPA, MBT, College of St. Benedict & St. John’s

University, Collegeville, MN In this helpful session, review laws and rules applicable to CPAs, learn about common violations and understand the consequences of violating those rules. Then, explore a framework to use when making regulatory ethics decisions.FOS: Regulatory Ethics - Technical (1.5)


3:15–4:30 p.m. | Breakout Sessions R

R1. The Science of Data to Drive ResultsLisa R. David, CPA, eCapital Advisors, Bloomington, MNJake Robbins, eCapital Advisors, Bloomington, MNData is often regarded as a company’s most important and valuable resource. It allows you to understand what happened and predict what might happen next. Explore new technologies that can help you uncover the mountains of data available to you right now — including robotic process automation and machine learning — and how you can use that data to drive results in your business.FOS: Business Management & Organization - Non-Technical (1.5)


R2. Maintaining a High-Touch Employee Experience, VirtuallyColleen FrankwitzLike many other organizations, Salo responded to the pandemic by moving the entire company to a remote setting. Using technology and creativity, their previously traditional approach to employee engagement morphed to maintain their distinctive high-touch experience in a virtual setting. Explore lessons learned in hiring, onboarding and engaging employees in this new context and put them to use with your own team.FOS: Business Management & Organization - Non-Technical (1.5)


THANK YOU FOR SUPPORTING THE MNCPA The right product or service can help you better serve your clients. Please take a moment to visit exhibitor and sponsor websites to find the tools your firm needs. These companies are supporting the MNCPA — let’s support them, too!

View current exhibitors at www.mncpa.org/mbac/exhibitors. J U N E 2 3 – 2 4 , 2 0 2 0M I N N E A P O L I S C O N V E N T I O N C E N T E Rw w w . m n c p a . o r g / m b a c


SPEA

KERS


Anirban Basu is chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm that provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies and real estate

developers among others. He also lectures at Johns Hopkins University and has a weekday radio show. In recent years, Basu was named one of Maryland’s 50 most influential people and one of the region’s most powerful business leaders.

Boz Bostrom, CPA, MBT, is an associate professor of accounting and finance at the College of Saint Benedict and Saint John’s University. He teaches a variety of accounting and finance topics including business ethics,

including a capstone course on business ethics. Bostrom also speaks nationally on ethics and leadership.

Lisa R. David is a partner at eCapital Advisors, where she helps business executives use their data to increase profitability and realize their organization’s full potential. She addresses concerns and provides beneficial solutions by

understanding her clients, their business models and their goals. David helps them consolidate available data to generate valuable insights and tangible outcomes.

Jeffrey R. DeYoung, CPA, MBT, managing partner of Baker Tilly Virchow Krause LLP’s Minneapolis office, has more than 30 years of experience in public accounting. He oversees talent development and resource

management. DeYoung also leads the firm’s central region tax practice. He has served on the board of partners for more than 10 years and has also served on the National Management Committee.

Leah Donti, CPA (Canada), CMA, MBA, is an internationally recognized seminar leader and speaker in accounting and auditing. For the last 11 consecutive years, she received the AICPA Outstanding Discussion Leader Award for her

passion, energy and ability to speak to all levels of professionals. Previously, Donti worked for a major information management consulting organization, worked with an accounting software firm and held positions in internal audit and accounting with Canadian Pacific.

Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS, is a keynote speaker, trainer, and business coach dedicated to business transformation. She helps companies and their financial leaders find creative solutions to their

most challenging problems. For more than 20 years, Elder has helped businesses recognize their hidden strengths and find their core values. She has conducted seminars for the Fortune 500, US Government, State CPA Societies and CPA Firms in 33 states.

Colleen Frankwitz works as the talent connection director at Salo. She leads a team of talent connection managers in building the Salo talent community by cultivating relationships in the local marketplace and

establishing dynamic connections between Salo and top senior-level prospects. Frankwitz’s team also consults on labor market supply/demand, workstyle preferences, location of talent and the competitive landscape of gig economy workers in the Twin Cities.

Eric O. Grube, DBA, CPA, is an assistant professor of accounting at Concordia University, Saint Paul. In addition to teaching financial and managerial accounting, he coaches the next generation of aspiring

accountants to be successful in the profession. He has written for the MNCPA Footnote on topics involving accounting, students’ perceptions of the profession, ways that CPA firms are connecting with accounting students through open house events and how firms are using workplace volunteerism to embed employees.

Dr. Michael Monroe Kiefer, a national professional speaker and author with Powermind Systems, Inc, has conducted human potential research and worked as a life coach and corporate efficiency trainer for more

than 20 years. He has helped thousands of people and organizations achieve their goals. Dr. Kiefer is the author of 10 books, including “The Powermind System” and “Superconscious Power.”

Ron Kuriscak serves as the Managing Director for Protiviti’s security and privacy practice and focuses on technology consulting. He has led cybersecurity teams, presented to boards and held the position of CISO at several Fortune

500 organizations. Kurisack has 24 years of experience in corporate security including cybersecurity, information and physical security. He’s recognized by security experts for developing exceptional security programs.

Jeff Lenning, CPA, CITP, a Microsoft Certified Trainer, loves sharing his Excel knowledge, especially the tips and tricks that help others get their work done faster. He built the online Excel University Inc. to provide a safe and fun

place to learn the program. He also provides free weekly Excel tips at excel-university.com/blog.

James T. Lindell, CPA, CSP, CGMA, MBA, is President of Thorsten Consulting Group, a provider of strategic and financial consulting, professional speaking, training and executive coaching. He has background in senior

management, including positions as CFO and corporate controller. Lindell has worked with many industries including manufacturing, healthcare, not-for-profit, distribution and food processing. He’s a nine-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jonathan R. Lokhorst, CPA, ACC, is an executive leadership coach and consultant. He helps develop leaders everyone wants to follow and teams no one wants to leave. Before launching Lokhorst Consulting LLC, he

enjoyed a 30-plus year career as a CPA, CFO and organizational leader. Lokhorst also serves as adjunct faculty in the School of Business and Nonprofit Management at North Park University. He is an award-winning speaker for conferences and corporate training events.

Stephanie E. Markert, CPA, a principal in the national assurance technical group at CliftonLarsonAllen LLP, provides a wide range of experience in various technical accounting topics. She has more than 20 years of experience

in public accounting, serving both public and small private companies. Markert currently serves on the board of the MNCPA and the audit committee of Nexia International.


SAVE $100


Josh Miller is an advocate for Generation Z. He launched his first business at 14, and now at 18 years old, is on his way to becoming a thought leader. Miller is XYZ University’s director of Gen Z studies, an international

keynote speaker, and host of The Gen Z Podcast.

Larry Morgan, MA, SPHR, SHRM-SCP, GPHR, is the MNCPA HR Hotline expert and owner of Orion HR Group, LLC, an independent consulting organization specializing in the alignment of compensation

and benefit programs with business strategies. He’s also an adjunct faculty member at three local universities and teaches for the Society of Human Resource Management and the International Foundation of Employee Plans.

Jim O’Conner is the chief information security officer at Cargill Inc., an international producer and marketer of food, agricultural, financial, and industrial products and services. He provides strategic leadership in developing,

coordinating, and managing all aspects of Cargill’s technology and cybersecurity programs. O’Conner has successfully aligned technology and cybersecurity programs to rethink Cargill’s approach to information security, policy and risk management.

Jake Robbins recently joined eCapital Advisors, where he leads the robotic process automation (RPA) practice, helping clients create their digital workforce. He spent many years in the supply chain world at Anheuser-

Busch InBev. He’s passionate about helping people realize the importance of their data and driving growth through analysis.

David A. Schultz, Ph.D., JD, is a professor of political science at Hamline University and a professor in the Hamline and University of Minnesota Schools of Law. He’s written 35 books and more than 200 articles on

government, politics, business and ethics. Schultz is regularly quoted in local, national and international media. He is a three-time Fulbright scholar and the 2013 Leslie A. Whittington national award winner for excellence in teaching.

Mark A. Sellner, CPA, JD, LLM (taxation), owner of Sellner Tax Consulting, LLC, consults with other CPAs and their clients on tax matters, including S corporation and partnership taxation and the tax consequences

of buying and selling a business. Previously, he served as director of graduate studies in taxation at the University of Minnesota’s Carlson School of Management. Sellner is a recipient of the MNCPA’s R. Glen Berryman Excellence in Teaching and Distinguished Service awards.

Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and technology

management for small businesses, middle market organizations and not-for-profits. He’s a thought leader in accounting technology, IT risk management, and organizational and performance management. Shimamoto has been recognized as one of the Top 100 Most Influential People in Accounting.

Michael Shultz, BlackLine’s director of finance transformation and product expert, combines nearly 20 years of accounting experience in auditing (Big 4), consulting and financial reporting management to guide companies on

their path to modern finance. Shultz shares innovative approaches to increase productivity and optimize the close.

V.J. Smith is a professional speaker and published author. He travels the country and makes more than 100 speaking appearances each year. In 2014, he was named a favorite speaker of meeting planners by Meeting and

Conventions Magazine and is a two-time finalist in Toastmasters’ International’s World Championship of Public Speaking.

Thomas G. “Tommy” Stephens Jr., CPA.CITP, CGMA, is a partner with K2 Enterprises and also provides consulting services for small businesses and CPA firms. He has lectured nationally on internal controls

for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. In 24 years, Stephens has presented more than 2,600 educational sessions to more than 68,000 participants.

Katie Tedson, SHRM-SCP, is an HR Manager at Goodwill-Easter Seals of Minnesota, where she oversees the organization’s talent acquisition and onboarding strategy for employees, contractors, interns and volunteers.

Tedson also serves as board secretary on the board of directors at the Conservation Corps of Minnesota and Iowa.

Craig Warren, vice president of enterprise solutions at the Minnesota Children’s Museum, leverages more than 20 years of global experience in the public, private and not-for-profit sectors to serve as a catalyst for equitably

and inclusively achieving strategic outcomes. His responsibilities include finance, human resources, information technology and volunteer management.

Ronald A. Wirtz, regional outreach director for the Federal Reserve Bank of Minneapolis, tracks current business conditions across the six-state Ninth Federal Reserve District. He watches activity in employment and wages

along with construction, real estate, tourism and consumer spending. Wirtz gives frequent speeches on Ninth District regional economies and contributes to the Beige Book, a report of current business conditions published by the Federal Reserve System every six weeks.

Kenneth Zoline, CISSP, senior manager in Baker Tilly Virchow Krause LLP’s technology risk services practice, focuses on cybersecurity, risk, vulnerability and compliance assessments. Zoline has also taught college-level courses in

cybersecurity, cybercrime and networking.

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Dates and TimesTuesday, June 23–Thursday, June 25Sessions 8 a.m.–4:30 p.m.

LocationOnline

Continuing EducationCredit amounts are based on attendance at all days of the conference unless otherwise noted.CPE: 24 hours See session descriptions for technical / non-technical fields of study.Ethics: 6 hours availableTo receive ethics credits, you must attend approved sessions: B2 (1.5 hours), F2 (1.5 hours), J1 (1.5 hours) and Q2 (1.5 hours).CLE (Standard): Application pending

Visit www.mncpa.org/mbac/credits for credit status updates.

Conference MaterialsEffective May 1, 2020, course materials are provided electronically only. Hard copies will not be available. Most session handouts will be available for download from the conference website by Thursday, June 18. Only registrants paid in full will be able to access the materials.

Visit www.mncpa.org/mbac/materials to download session handouts.

The Minnesota Society of CPAs (MNCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the

acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

www.NASBARegistry.org.

Cancellation and Refund PolicyReceive a full refund if you cancel your registration by 4:30 p.m. on Wednesday, June 17.

Conference WebsiteThe official conference website provides the most up-to-date program information and answers to frequently asked questions.

Visit www.mncpa.org/mbac to view current conference details.

Conference AppThis year’s conference just got even better!

Visit www.mncpa.org/mbac/conference-app to learn how to maximize your virtual conference experience with the conference app.

Event Code20CF-MBAX

Contact InformationPlease contact MNCPA customer service with any questions or concerns regarding the MNCPA Management & Business Advisers Conference (MBAC20). Phone 952-831-2707 | 1-800-331-4288 toll freeEmail [email protected]

Fees Whole Conference One Day OnlyDescription Nonmember MNCPA or IIA Member* Nonmember MNCPA or IIA Member*

Early Bird Register by Friday, June 5. $699 $499 $499 $399

Standard $799 $599 $549 $449First-time Attendee**Not available online, details below.

— $449 (MNCPA members only)

— —

Multiple*** Register by Friday, June 5. Not available online, details below.

$449 $449 — —

*IIA members: To receive the special IIA member rate, you must call MNCPA Customer Service at 952-831-2707 or email [email protected].

**First-time Attendee: If you have never attended and are an MNCPA member, you are eligible for the special first-time attendee fee. To get the special fee, you must call MNCPA Customer Service at 952-831-2707 or email [email protected].

***Multiple: Register 10 or more people from same company with payment by Friday, June 5, to qualify for this registration fee. Fax, mail or email registration form with list of attendees and their contact information. Sorry, online registration is not available. Questions? Please contact Anna Decker at 952-885-5505 or [email protected].

Fees A La Carte — price per sessionDescription Nonmember MNCPA Member

1 Credit Session (50 min.) $90 $75

1.5 Credit Session (75 min.) $115 $100


SAVE $100


Session ChoicesPlease indicate the days and breakout sessions you plan to attend at the conference. You must submit this information to receive continuing education credits.

Payment InformationType Personal Company Method Check (payable to Minnesota Society of CPAs) Bill me Visa MasterCard Discover American ExpressAccount # _________________________________________________ Exp. date __________________________

Signature _________________________________________________ Today’s date ________________________

NAME

COMPANY

ADDRESS

CITY STATE ZIP

PHONE EMAIL

YES! Sign me up for the MNCPA Management & Business Advisers Conference (MBAC20).Online Fax Mail Phonewww.mncpa.org/mbac 1-888-487-9931 Minnesota Society of CPAs

1650 W. 82nd St., Suite 600Bloomington, MN 55431

952-831-2707 1-800-331-4288 toll free

Day 1: Tuesday, June 23

Fees Whole Conference One Day OnlyDescription Nonmember MNCPA or IIA Member* Nonmember MNCPA or IIA Member*

Early Bird Register by Friday, June 5. $699 $499 $499 $399

Standard $799 $599 $549 $449First-time Attendee**Not available online, details below.

— $449 (MNCPA members only)

— —

Multiple*** Register by Friday, June 5. Not available online, details below.

$449 $449 — —

*IIA members: To receive the special IIA member rate, you must call MNCPA Customer Service at 952-831-2707 or email [email protected].**First-time Attendee: If you have never attended and are an MNCPA member, you are eligible for the special first-time attendee fee. To get the special fee, you must call MNCPA Customer Service at 952-831-2707 or email [email protected].***Multiple: Register 10 or more people from same company with payment by Friday, June 5, to qualify for this registration fee. Fax, mail or email registration form with list of attendees and their contact information. Sorry, online registration is not available. Questions? Please contact Anna Decker at 952-885-5505 or [email protected].

Fees A La Carte — price per sessionDescription Nonmember MNCPA Member

1 Credit Session (50 min.) $90 $75

1.5 Credit Session (75 min.) $115 $100

o A1. Ready or Not, Here Comes Gen Z (1)

o B1. Turn Budgeting and Planning Into Comp. Advantage (1.5)

o C1. Strategy to Action Using the Balanced Scorecard (1.5)

o D1. Creating KPIs & Dashboards (1)o E1. Non-Financial Metrics For

Budgeting and Planning (1.5)o F1. Using Back Planning to Drive

Strategic Growth (1.5)

o G2. Employee Volunteerism in a Post-COVID World (1)

o H2. Unstoppable Teams (1.5)o I2. Self-Leadership in a Season

of Uninvited Disruption (1.5)o J2. Cloud Security (1.5)

o K2. The Battle of the

Lookup Functions (1.5)o L2. Power Query and

Power Pivot (1)

Day 3: Thursday, June 25

Day 2: Wednesday, June 24o G1. The Return of the Economist:

Economic Update (1)o H1. 2020 FASB Update (1.5)o I1. Best Practices on the

Financial Close (1.5)o J1. Ethics: A Line in the Sand

2020 (1.5) o K1. Change Management (1.5)

o L1. How to Lead a Remote Work Team (1)

o A2. Finance as an Ally for Diversity, Equity and Inclusion (1)

o B2. Ethical Leadership in Accounting and Finance (1.5)

o C2. Are You Ready to Respond to a Cyber Incident? (1.5)

o D2. Trajectory of the MN Econ. (1)o E2. Hacking Exploits and How To

Detect or Prevent Them (1.5) o F2. Business Ethics and the Need

for Internal Controls (1.5)

o M1. The Richest Man in Town (1)o N1. Reinventing the Office With

Lean Processes (1.5)o O1. Standard Setting During

COVID-19: Acct. Relief (1.5) o P1. Building a Healthy

Workplace Culture (1)o Q1. Make the Move to

Modern Accounting (1.5)o R1. The Science of Data to

Drive Results (1.5)

o M2. Tax Update (1)o N2. Annual HR and Compliance

Check-Up (1.5)o O2. Data Protection: Case Studies

and Common Mistakes (1.5)o P2. Bringing Artificial Intelligence

to Your Excel Workbooks (1)o Q2. Current Issues in Accounting

and Business Ethics (1.5) o R2. Maintaining a High-Touch

Employee Exper., Virtually (1.5)

PRSRT STDUS POSTAGE

PAIDTWIN CITIES MN

PERMIT NO 91077

PRSRT STDUS POSTAGE

PAIDTWIN CITIES MN

PERMIT NO 91077

SAVE $100

REGISTER BY FRIDAY, JUNE 5

THANK YOU TO THIS YEAR’S SPONSORS

GOLD SPONSORTECHNOLOGY SPONSOR SPONSOR

MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | 26TH ANNUAL MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE

CONTRIBUTING ORGANIZATIONS (as of May 19, 2020)ADPChoice BankNew! CPAChargeNew! Dell

New! Mairs & PowerMercerMinnesota Society of CPAsNew! Paycor

New! Professional Services Marketing, LLCNew! ProtivityNew! Saint Paul & Minnesota FoundationSalo

SharePoint Credit UnionNew! SkySon Financial, Inc.New! United Country Pro RealtyWest Bend Mutual Insurance

Documents

MNCPA MANAGEMENT & BUSINESS ADVISERS ...David Schultz Behavioral Ethics – Non-Technical (1.5) 10:20–10:35 a.m. BREAK 10:35–11:50 a.m. C1. Translating Strategy to Action Using