When

Thursday October 29, 2015 from 8:00 AM to 5:00 PM EDT
Add to Calendar 

Contact

Sarah Turner, Marketing Coordinator 
Bernard Robinson & Company, LLP 
(336) 232-4422 
sturner@brccpa.com 

Where

North Ridge Country Club, Raleigh, NC 
6612 Falls of Neuse Road
Raleigh, NC 27615
 

 
Driving Directions 

BRC Financial Symposium - Triangle

Join us for an information-packed day of relevant content for financial executives delivered by engaging presenters enabling you to:
  • review the current and likely future economic status of our region
  • review tax changes implemented and underway 
  • asses your risk for an IRS audit and prepare in the event of one
  • determine ways to help secure your organization against fraud and cyber attacks
  • and much more!
Due to limited seating, register today at the link below. Also, be sure to forward this invitation along to a peer you haven't seen in a while to reconnect at the Symposium. Up to 8 hours of CPE credits are available. $45 - breakfast, lunch, and snacks included.
 
Continuing Professional Education Information:
Field(s) of Study: Business Management; Economics; Auditing; Tax
Instruction Delivery Method: Group-Live
Prerequisites: None
Preparation: None
Program Level: Overview  

8:00-8:50 a.m.

Past, Present, and Future of Midtown
By John Kane, CEO, Kane Company      

John Kane founded Kane Realty Corporation in 1978. Today as its Chairman and CEO, John has led an organization that has developed sustainable mixed-use communities, regional malls, neighborhood and community centers, office buildings and health centers. He shares an exciting story of positive development in Raleigh’s Midtown district.

9:00-9:50 a.m.
Economic Influences on Business Planning-
Where Are we in the Cycle? What is ahead?
By Michael L. Walden, Ph.D., North Carolina State University 

Dr. Walden will present his current analysis and outlook for the economy-national, state, and local. Topics covered will include production and job growth, trends in inflation and interest rates, impacts of the world economy, and emerging trends that will determine the structure of the economy in the decades ahead.

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.
Tax Updates 
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 depreication and section 179 limits, and sun-setting of credits/deductions. 

12:00-12:50 p.m.
LUNCH

1:00-1:50 p.m.
Who is the NCACPA?
By Sharon Bryson, M.Ed., COO, North Carolina Association of CPAs

Responsible for overall NCACPA operations, including oversight relating to the Communications, Finance & Administration, and Professional Development Departments, Sharon Bryson shares an inside look at the NCACPA's work.

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
Opportunities and Challenges within Our Thriving County

By Jim Hartmann, County Manager, Wake County Government

Jim Hartmann, as County Manager, is responsible for the administration of all County departments and agencies under the guidance of the Board of Commissioners and for maintaining effective relationships with community partners and other government agencies. He will share more about his work within Wake County.

 

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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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