BRC Financial Symposium - Winston-Salem
8:00-8:50 a.m.
Maximizing Talent, Sustaining Organizations
By Carmen Canales, Chief Human Resources Officer, Wake Forest University
9:00-9:50 a.m.
Tax Update
By Tim Hooks, CPA, Partner, Bernard Robinson & Company
Tim Hooks will review current year federal and NC law changes, including new Affordable Care Act required forms, bonus depreciation and section 179 limits, and sun-setting of credits/deductions.
10:00-10:50 a.m.
Efficiencies and Trends in Financial Departments of Privately Held Companies
By Courtney Coker, CPA, Senior Manager, Bernard Robinson & Company
Does the thought of preparing for year end and your upcoming audit or financial service seem daunting or overwhelming? This presentation will cover several of the most efficient and effective ways to be prepared for your CPA and will also touch on some of the trends we are seeing in financial departments.
11:00-11:50 a.m.
Economic Influences in Business Planning
By Dr. Andy Brod, Senior Research Fellow, UNC-Greensboro
Dr. Andrew Brod is a Senior Research Fellow in the Center for Business and Economic Research at UNC-Greensboro’s Bryan School of Business and Economics. He will provide a broad overview of national and state economics, as well as insights into the financial recovery from the “Great Recession.”
12:00-12:50 p.m.
LUNCH
1:00-1:50 p.m.
How to Keep Your Closely Held Business Legally Compliant
Panel Discussion: John Pence, Sunrise Technologies,
Kristine Sims, Constangy Brooks Smith & Prophete LLP, and Doug Lemmerman, ACS Benefit Services, LLC
regulatory landscape. Our panel of experts will provide up to date insight into employment law, group insurance under the Affordable Care Act and how business owners can maintain compliance in this fast paced environment.
2:00-2:50 p.m.
Fraud Update
By Kyle Corum, CPA, CFE, Senior Manager,
and Casey Cox, CPA, IT Support Specialist,
Bernard Robinson & Company
Kyle Corum and Casey Cox will present a fraud update examining how fraud can happen in an organization and how it can be discovered or mitigated.
3:00-3:50 p.m.
IRS Audits-Minimizing Risk and Best Preparation
By Genie Petrangeli, CPA, Senior Manager,
and Ashley Khan, CPA, Senior Manager,
Bernard Robinson & Company
Do you own a rental property that generates losses on a continuous basis? Are you a self-employed individual who has a large amount of business expenses in proportion to your income? Do you have a bank account in a foreign country and you’re unsure of the requirements to report it to the IRS? Join us to discuss these tax scenarios and others which may raise a red flag with the IRS and cause you to be a target of an IRS tax audit. Ashley Khan and Genie Petrangeli will present the latest “hot” topics on the IRS’s radar for audits, describe the various types of audits and what to expect during the audit process.
4:00-4:50 p.m.
Winston-Salem-The Story of Ambitious Growth and Innovation Continues
By Jason Thiel, President, Downtown Winston-Salem Partnership
Winston-Salem’s downtown has experienced an amazing rebirth, not only as a retail and restaurant district, but also as a cultural arts hub, corporate center, and state of the art research complex. Jason Thiel has been instrumental in this growth and explains how innovation was key in making downtown Winston-Salem a destination yet again.
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Continuing Professional Education Information:
Bernard Robinson & Company 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.learningmarket.org
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.
For questions or concerns regarding Continuing Professional Education, course content, delivery, timeliness or accuracy of CPE, refund, complaint and/or program cancellation policies for this event, contact Sarah Turner at sturner@brccpa.com or 336.232.4422.
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