IMA Conference Agenda

Agenda

Wednesday, September 18, 2019

7:15 a.m. - Breakfast

8:00 a.m. - Opening

8:10 a.m. - Shannon McKain - Leadership Building Blocks

9:00 a.m. - Break

9:15 a.m. - Chris Keuhl, Armada Corp Intelligence - 2019 Economy and a Look Ahead to 2020

10:30 a.m. - Break

10:45 a.m. - Shannon McMurtrey, Drury University - Cybersecurity

12:00 p.m. - Lunch

1:10 p.m. - Adrienne McCoy, Abucus CPAs - Balance Scorecard for Compensation Planning

Erica Smith, BKD - Individual Tax Update

Shannon McKain - Emotional Intelligence

2:25 p.m. - Break

2:40 p.m. - Derek Smith, BKD - Corporate Tax Update

Ginger White, IMA Chair - Six Sigma

Rick Temple, Attorney - Marijuana in Missouri: Effects on Employer Drug Testing

3:55 p.m. - Break

4:10 p.m. - Sean Kouplan, CEO Regent's Bank - Multipliers: How Great Leaders Make Their Organizations Better

5:00 p.m. - Closing

Thursday, September 19, 2019

7:15 a.m. - Breakfast

8:00 a.m. - Welcome & Opening

8:10 a.m. - Bill Jelen, Mr. Excel – What’s New in Excel

9:00 a.m. - Break

9:15 a.m. - Bill Jelen, Mr. Excel – Processing Big Data in Excel

Alia Stowers, - Creating High Performance Teams

Heath Silvey and Sandy Meyers, City Utilities of Springfield - ERM's Migration into the Auditing World

10:05 a.m. - Break

10:20 a.m. - Angela Morelock - Crossing the Ethical Boundary

12:00 p.m. - Lunch

1:10 p.m. - Rena Cook - Put Your Best Voice Forward

2:25 p.m. - Break

2:40 p.m. - Bill Jelen, Mr. Excel – Excel Formulas Can Now Spill

Dr. Sean Stein Smith, - Next Step Blockchain: Regulations & Trends CPA’s Need to Know

Emily Kembell, KW&M - Ways to Minimize Liability Exposure Through Estate Planning

3:55 p.m. - Break

4:10 p.m. - Steve Baker - SRC/Great Game of Business

5:00 p.m. - Closing

Course Descriptions:

(Items in parenthesis refer to the field of study for NASBA Certification.)

Shannon McKain - Leadership Building Blocks (Personal Development)(1 CPE)

Discover the four pillars of leadership and how they can make or break any organization.
Learn about situational leadership.

Chris Keuhl, Armada Corp Intelligence - 2019 Economy and a Look Ahead to 2020(Economics)(1.5 CPE)

Understand the current issues affecting the economy.
Understand the factors that will affect the economy going forward into 2020.

Shannon McMurtrey, Drury University - Cybersecurity (Information Technology)(1.5 CPE)

Objectives and key results that you can put into place to help you stay safe online.

Adrienne McCoy, Abucus CPAs - Balance Scorecard for Compensation Planning(Business Management & Organization)(1.5 CPE)

What is the Balanced Scorecard approach to organizational management?
What is the purpose of using Balanced Scorecards?
How the Balanced Scorecard works.
How does the Balanced Scorecard effect company culture?

Erica Smith, BKD - Individual Tax Update (Taxes)(1.5 CPE)

Discuss the most important individual Tax Cuts and Jobs Act 2018 changes
Understand how the changes will affect individuals & new guidance received since enactment
Discuss tax challenges facing individuals

Shannon McKain - Emotional Intelligence (Personal Development)(1.5 CPE)

Get the tools to identify, assess and control your own personality.
Learn to work with the variety of personalities in your workplace.
Increase your social and emotional I.Q.

Derek Smith, BKD - Corporate Tax Update (Taxes)(1.5 CPE)

Explain what insights have been gained into several provisions of the TCJA
Understand how the QBI deduction limitations work
Discuss innovative tax-planning concepts
Understand the guidance on qualified opportunity zones and identify planning opportunities

Ginger White, IMA Chair - Six Sigma (Business Management & Organization)(1.5 CPE)

Learn the definition and application of Six Sigma.
Complete an inspection exercise that illustrates the impact of variation on a process or product outcome.
Learn about the Cummins Six Sigma Management System and Success of the Six Sigma program.
Review an IRS Interest Assessment Six Sigma project and share positive business impact.

Rick Temple, Attorney - Medical Marijuana in the Workplace (Personnel/Human Resources)(1.5 CPE)

This workshop will explore the latest information available to employers in Missouri on the effects of the new marijuana law on their drug testing programs.
Update attendees so as to be able to answer questions of employer clients.

Sean Kouplan, CEO Regent's Bank - Abundance Principle (Personal Development)(1 CPE)

Learn strategies for improving employee engagement and corporate culture scores.
Learn strategies for developing a high-performance culture.
Learn why certain leaders grow their employees while others don’t (and look for those leaders in the future.)
Re-evaluate ourselves as leaders to determine if we are multipliers or diminishers.

Bill Jelen, Mr. Excel – What’s New in Excel (Computer Software & Applications)(1 CPE)

Build formulas to pull data from Rich Data types for stock prices or geography
Use artificial intelligence in Excel to analyze data sets
Use the new Sort function to sort data
Collect and analyze survey data in Excel

Bill Jelen, Mr. Excel – Processing Big Data in Excel (Computer Software & Applications)(1 CPE)

Use Power Query to filter out some records so you can load large data into Excel
Use the Merge feature in Power Query to perform a VLOOKUP during import
Uwe the Group feature in Power Query to summarize large data sets before loading
Use the Load to Data Model feature in Excel to process millions of records
Create pivot tables based on the data model

Alia Stowers, - Creating High Performance Teams (Business Management & Organization)(1 CPE)

Learn how your team can work through the Five Dysfunctions of a Team.
Transform your team into a high performing team.
Use interactive discussion, conflict management and team building activities to create high performance teams.

Heath Silvy, City Utilities of Springfield - ERM's Migration into the Auditing World (Business Management & Organization)(1 CPE)

Using Enterprise Risk Management (ERM) and Auditing hand in hand, gain an understanding of risk identification, assessment, and mitigation.
Learn how Risk Management and Auditing is central and becoming a key part of a well-rounded accounting education.

Angela Morelock - Crossing the Ethical Boundary (Behavioral Ethics)(2 CPE)

Discuss examples of CPA’s and other individuals that have crossed the ethical boundary.
Assess a situation for potential fraud.
Describe concepts of rationalization and normalization in fraud cases.
Evaluate and resolve ethical dilemmas.

Rena Cook - Put Your Best Voice Forward (Personal Development)(1.5 CPE)

Strategies and techniques that will have you speaking more confidently, breathing more deeply and standing a little straighter.
Learn the things you can do today and each time you walk into an interview, meeting or presentation that can make you sound and look more professional.

Bill Jelen, Mr. Excel – Excel Formulas Can Now Spill (Computer Software & Applications)(1.5 CPE)

Use SORT and SORTBY to sort a data set using a formula
Use FILTER and UNIQUE to extract a portion of data using a formula
See how RANDARRAY can perform Monte Carlo Analysis
Use SEQUENCE inside of other functions to make them into array formulas
How to refer to SPILL ranges using the new Spiller nomenclature in Excel

Dr. Sean Stein Smith, - Next Step Blockchain: Regulations & Trends CPA’s Need to Know (Information Technology)(1.5 CPE)

Articulate how blockchain applications are driving change and innovation in accounting firms and other organizations.
Explain how changing regulations, both at the state and federal level, are shifting the accounting conversation for practitioners and organizations.
Analyze and examine how, as blockchain and cryptocurrency tools become increasingly mainstream, emerging issues such as cybersecurity, taxation, and data integrity will also evolve and change.

Emily Kembell, KW&M - Asset Protection - Ways to Minimize Liability Exposure Through Estate Planning (Personal Development)(1.5 CPE)