2018 Symposium Brochure

79 t h Annual
SYMPOSIUM
November 12–14 • Greensboro, NC

Ready to receive comprehensive coverage of a broad range of topics, network
with fellow CPAs, and earn up to 24 credits? With more sessions and an even
larger attendance than before, NCACPA’s 79th Symposium is set to far exceed
your expectations.
Four Reasons to Attend NCACPA’s Symposium:
1. Flexibility & Convenience
You can customize your CPE schedule to best accommodate you. Attend a
single day of sessions and networking, catch the first day via a webcast from
home—or earn a total of 24 CPE credits in one three-day event!
2. Social Learning & Networking
With so many hours spent sitting in front of a screen, it’s easy to feel
disconnected from the CPA community. Give your eyes a break by being part
of the live conversation. Connect and socialize with new and familiar faces
during our two receptions and multiple networking breaks.
3. Learn & Discuss Hot CPA Topics
Receive updates from subject-matter experts across many areas of practice
including state and federal tax, technology issues, NC economic trends,
healthcare, key management and regulatory issues, and more!
4. Young CPA Opportunities
This affordable event is an incredible opportunity for young CPAs looking
to advance their careers. Attend the full Symposium to earn more
than half the annual CPE requirement, participate in leadership sessions,
develop partnerships with established firms and experienced CPAs, and
connect with other young CPAs.

THANK YOU TO OUR GOLD SPONSORS:
THANK YOU TO OUR SILVER SPONSORS:

Schedule
Mon., November 12
CPE: 8 hours
7:15–8:00 am
Registration & Hot Breakfast
8:00–8:05 am
Welcome Remarks
8:05–9:30 am
(GS1) Corporate Federal Tax Update*
Deborah Phillips, Surgent McCoy CPE, LLC
9:30–9:40 am
Networking Break & Visit Exhibitors
9:40–11:05 am
(GS2) Individual Federal Tax Update*
Deborah Phillips, Surgent McCoy CPE, LLC
11:05–11:20 am
Networking Break & Visit Exhibitors
11:20–11:50 am
(GS3) Professional Issues Update*
Sharon Bryson, M.Ed, NCACPA
11:50 am–12:50 pm
Lunch & Visit Exhibitors
12:50–1:40 pm
CONCURRENT SESSIONS:
(1A) Ghosts, Goblins, and Zombies!:
Family Law Tax Changes
Carolyn Woodruff, CPA, JD, CVA,
Woodruff Family Law Group
(1B) GASB Update*
Greg Allison, CPA, UNC Chapel Hill–School
of Government
(1C) Cybersecurity Full Frontal
Assault—Threats, Vulnerabilities, &
Countermeasures
Randall Bennett, Knowledge Source
(1D) Construction Industry Update
Jason C. Hall, CPA, Cherry Bekaert LLP
(1E) Healthcare Update
Skip Woody, III, CEBS, Hill Chesson &
Woody
1:40–1:55 pm
Networking Break & Visit Exhibitors
1:55–2:45 pm
CONCURRENT SESSIONS:
(2A) S Corporations
Joshua Wu, JD, LLM, Clark Hill Strasburger
(2B) SSARS Update*
Arthur Winstead Jr., CPA, DMJ & Co., PLLC
(2C) Social Storytelling: Sharing Your
Brand Through Social Media
Mitch Miles
(2D) Integrating Enterprise Risk and
Performance Management
Gary Cokins, CPIM
(2E) Building a Sales Culture in 8
Simple Steps
Joel Kaczmarek, The Leadership & Legacy
Group
2:45–3:00 pm
Networking Break & Visit Exhibitors
3:00–3:50 pm
CONCURRENT SESSIONS:
(3A) C Corporations*
Joshua Wu, JD, LLM, Clark Hill Strasburger
(3B) Employee Benefit Plans
Monique Elliott, CPA, Elliott Group CPAs,
PLLC
(3C) Crowdfunding for CPAs
Benji Jones, Smith Anderson
(3D) The Leadership Challenges of
Succession and Exit
Abby Donnelly, The Leadership & Legacy
Group
(3E) The Importance of Retirement
Planning in Today's Environment
Ben Goldstein, CFP, UBS Financial Services,
Inc., Raleigh Wealth Management Group
Can’t attend in person?
Can’t attend in person? Join us for the live streaming webcast of
day 1!* Get CPE credits by viewing the program from anywhere.
EVENT CODE: WSYM18
NOV. 12 | YOUR COMPUTER
Member Fee: $275
Non-Member Fee: $375
3:50–4:05 pm
Refreshment Break & Visit Exhibitors
4:05–5:00 pm
CONCURRENT SESSIONS:
(4A) Depreciation
Roger Upton, CPA, MS Consultants, LLC
(4B) Financial Statement
Presentations & Disclosures*
Arthur Winstead Jr., CPA, DMJ & Co., PLLC
(4C) Working in the Cloud for CPAs
Carlton Collins, ASA Research
(4D) Equity Compensation
Strategies
Kaye Thomas, Fairmark.com
(4E) Managing a Diverse Workforce
for Peak Performance
Gary Kohut, PhD, UNC Charlotte
5:05–6:05 pm
(OPT1) Networking Reception
(OPT2) Guest Registration for Monday’s
Networking Reception ($35 fee)
Tues., November 13
CPE: 8 hours
7:30–8:00 am
Registration & Hot Breakfast
8:00–9:15 am
(GS4) NC Tax Update
Keith Wood, CPA, JD, Caruthers & Roth, PA
9:15–9:30 am
Networking Break & Visit Exhibitors
9:30–10:25 am
(GS5) Trust Me, I'm a Skeptic
Jonathan Kraftchick, CPA,
Cherry Bekaert, LLP
10:25–10:45 am
Networking Break & Visit Exhibitors
Tracks:
A = Tax
B = Accounting/Auditing
C = Technology
D = Industry
E = Leadership/General
*Sessions GS1, GS2, GS3, 1B, 2B, 3A, 4B

10:45 am–12:00 pm
CONCURRENT SESSIONS:
(5A) Entity Choice
Joshua Wu, JD, LLM, Clark Hill Strasburger
(5B) A&A Update
Bradley J. Newkirk, CPA, Dixon Hughes
Goodman, LLP
(5C) Microsoft® Office Update
Mac McClelland, MBA, JD, K2 Enterprises
(5D) Leading with Emotional
Intelligence
Gary Kohut, PhD, University of North
Carolina at Charlotte
(5E) Ready, Set, Let’s Fail!
Leadership Lessons in Failure
Joseph Rugger, CPA, CGMA, Jonesboro
Prosthetic & Orthotic Laboratory
12:00–1:00 pm
Lunch & Visit Exhibitors
1:00–2:40 pm
CONCURRENT SESSIONS:
(6A) Tax Reform’s New Section 199A
Qualified Business Income
William Bailey, CPA, Bradley University
(6B) Not-for-Profit Update
Paul Preziotti, CPA, Johnson Lambert, LLP
(6C) Tables-Database Functionality
Comes to Excel®
Mac McClelland, MBA, JD, K2 Enterprises
(6D) Tax Issues for Industry
Wendi Boddy, CPA, CliftonLarsonAllen, LLP
(6E) 2018 Professional Ethics &
Conduct (Repeat of 7E)
Cal Christian, PhD, CPA, East Carolina
University
2:40–3:00 pm
Refreshment Break & Visit Exhibitors
3:00–4:40 pm
CONCURRENT SESSIONS:
(7A) Partnership
Joshua Wu, JD, LLM, Clark Hill Strasburger
(7B) Reviewing the New Lease
Accounting Standard
Bradley Newkirk, CPA, Dixon Hughes
Goodman, LLP
(7C) Emerging Technologies: Impact
on Business and the Profession
Mac McClelland, MBA, JD, K2 Enterprises
(7D) Leading Successful Change
Gary Kohut, PhD, University of North
Carolina at Charlotte
(7E) 2018 Professional Ethics &
Conduct (Repeat of 6E)
Cal Christian, PhD, CPA, East Carolina
University
4:45–5:45 pm
(OPT3) Networking Reception
(OPT4) Guest Registration for Tuesday’s
Networking Reception ($35 fee)
Wed., November 14
CPE: 8 Hours
7:30–8:00 am
Registration & Hot Breakfast
8:00–8:50 am
CONCURRENT SESSIONS:
(8A) Top 10 Tax Controversy Tips
Jim Buttonow, CPA, CITP, J. Buttonow CPA,
PLLC
(8B) Peer Review
Arthur Winstead Jr., CPA, DMJ & Co., PLLC
(8C) Cryptocurrency (Bitcoin) &
Blockchain Technology
Margaret Rosenfeld, JD, Smith Anderson
(8D) Internal Fraud Detection
Chris Ekimoff, CPA/CFF, CFE, CGMA,
MAFF, Resolution Economics
(8E) Key Factors in Firm Value
Gary Holmes, Accounting Practice Sales
8:50–9:05 am
Networking Break & Visit Exhibitors
9:05–10:20 am
CONCURRENT SESSIONS:
(9A) Estate Planning
TBD
(9B) Analytical Procedures
& Other Audit Procedures
Michael Hoose, CPA, Cherry Bekaert, LLP
(9C) Quickbooks Advanced Topics
Hector Garcia, CPA, CITP, CGMA,
Quickbooks Accounting
(9D) CFO, Controller, or Both: How
to Wear Multiple Hats and Deliver
Exceptional Value
Jon Lokhorst, CPA, Lokhorst Consulting, LLC
(9E) Long Term Care Plans are a
Family Affair
Kenneth J. Carlson, Jr., CPA
10:20–10:35 am
Networking Break & Visit Exhibitors
10:35–11:50 am
(GS6) Cybersecurity, Identity Theft,
Scams & Frauds Part 1
Hugh Harris, JD, NC Department of Justice
11:50 am–12:50 pm
Lunch
12:50–1:45 pm
(GS7) Cybersecurity, Identity Theft,
Scams & Frauds Part 2
Hugh Harris, JD, NC Department of Justice
1:45–2:00 pm
Networking Break
2:00–2:55 pm
(GS8) The Present and Future of
the National and North Carolina
Economies
Michael Walden, PhD, NC State University
2:55–3:10 pm
Refreshment Break
3:10–4:40 pm
(GS9) Technology Update
Rob Hickson Jr., BluePointe, LLC

Event
Information
Program Details
Visit www.ncacpa.org/cpe/conferences for complete program
details, including: session descriptions, speaker bios, detailed
registration policies, and secure online registration.
LOCATION
Grandover Resort &
Conference Center
336-294-1800
NCACPA GROUP
GUESTROOM BLOCK
$149 Single/Double
Cut-Off: October 22, 2018
Event Experience
In addition to the receptions, we are working to make your
experience at the Grandover Resort & Conference Center top-notch!
Please enjoy complimentary Wi-Fi access. NCACPA staff members
will be on site to help familiarize you with the latest Association
benefits, such as Connect, a collaborative online platform developed
for members only. You may win a prize for simply creating a profile
or responding to questions posted by a fellow member!
Continuing
Professional Education
RECOMMENDED CPE CREDIT:
24 hours
CONTENT/LEVEL OF
KNOWLEDGE:
Update
FORMAT:
Live Group Study
PREPARATION/
PREREQUISITE:
None
OTHER CE:
Ethics
CLE Pending
Reception Information
Networking receptions will be hosted on Monday and Tuesday
evenings immediately following the last session of the day. Both
receptions provide the perfect atmosphere for meeting new
colleagues, catching up with old friends, and networking with
exhibitor representatives over light hors d’oeuvres and drinks.
With chances to win dozens of great prizes, you don’t want to
miss either night!
Registration Policies
CANCELLATION/MODIFICATIONS
Cancellations or transfers made one to five days before the event
will incur an administrative fee of approximately 30%. Entire
registration fee and materials are forfeited by no-shows and
same-day cancellations. Substitutions must be made in advance
of the program and are subject to fee adjustments
Materials
Conference materials will be distributed electronically to registrants
three days prior to the program and may be printed or downloaded
to an electronic device. Printed materials will not be available on site.
Downloading materials in advance is strongly recommended. For
more information, please visit www.ncacpa.org/cpe/conferences.
NCACPA 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 sponsors for CPE credit. Complaints regarding registered sponsors
may be submitted to the National Registry of CPE Sponsors through
its website: www.learningmarket.org.
Register Now
Representatives are available Monday–Friday,
8:00 am–5:00 pm. Online and fax registrations are
available 24 hours a day.
8
(
*
ONLINE www.ncacpa.org
PHONE 800-469-1352
FAX 919-378-2000
MAIL (check or credit card payments)
to NCACPA Member Service Center,
PO Box 80188, Raleigh, NC 27623-0188
Visit www.ncacpa.org/cpe/conferences
to register as well as receive session
descriptions, an up-to-date agenda,
and program details.

Registration
EVENT CODE: SYM18
The member rate is available exclusively to NCACPA members.
A receipt and confirmation will be sent via email or fax when your
registration has been successfully processed. If you do not receive
these, or have any questions, please contact the Member Service
Center at 800-469-1352. You can also view your receipts by logging
in to “My Account” on www.ncacpa.org.
5 I have read and understand NCACPA’s full registration policies
posted at www.ncacpa.org/policies.
Registration Category
5 NCACPA Member 5 Non-Member
79 TH ANNUAL SYMPOSIUM:
November 12-14 | EVENT CODE: SYM18
Member 3 days 2 days* 1 day*
Early Bird (By 10/29) 5 $585 5 $455 5 $255
Regular 5 $685 5 $525 5 $305
Non-Member
Early Bird (By 10/29) 5 $685 5 $555 5 $355
Regular 5 $785 5 $625 5 $405
*Select day(s) attending
Optional Activities
5 Mon 5 Tues 5 Wed
Concurrent Sessions
(Select one from each time period.)
Monday, Nov. 12
12:50–1:40 pm 5 1A 5 1B 5 1C 5 1D 5 1E
1:55–2:45 pm 5 2A 5 2B 5 2C 5 2D 5 2E
3:00–3:50 pm 5 3A 5 3B 5 3C 5 3D 5 3E
4:05–5:00 pm 5 4A 5 4B 5 4C 5 4D 5 4E
Tuesday, Nov. 13
10:45 am–12:00 pm 5 5A 5 5B 5 5C 5 5D 5 5E
1:00–2:40 pm 5 6A 5 6B 5 6C 5 6D 5 6E
3:00–4:40 pm 5 7A 5 7B 5 7C 5 7D 5 7E
Wednesday, Nov. 14
8:00–8:50 am 5 8A 5 8B 5 8C 5 8D 5 8E
9:05–10:20 am 5 9A 5 9B 5 9C 5 9D 5 9E
5 OPT 1 Monday’s Networking Reception
(Free for Conference Attendees Only)
5 OPT 2 Guest Registration for Monday’s Networking Reception
($35/Guest)
5 OPT 3 Tuesday’s Networking Reception
(Free for Conference Attendees Only)
5 OPT 4 Guest Registration for Tuesday’s Networking Reception
($35/Guest)
Registrant Information
______________________________________________________________
Name (Please Print)
______________________________________________________________
Member #
______________________________________________________________
Firm/Organization
______________________________________________________________
Daytime Phone
______________________________________________________________
Fax
______________________________________________________________
Mobile Phone 5 Primary Phone 5 Secondary Phone
______________________________________________________________
Home Phone 5 Primary Phone 5 Secondary Phone
______________________________________________________________
Address
______________________________________________________________
City/State/ZIP
______________________________________________________________
Email Address
Payment Information
Total Fees: $_______________
5 Check Enclosed 5 American Express
5 MasterCard 5 Visa
______________________________________________________________
Print Card Holder’s Name
______________________________________________________________
Credit Card Number
______________________________________________________________
Expiration Date
_____________________________________________________________
CVV
_____________________________________________________________
Credit Card Billing Address
_____________________________________________________________
City/State/ZIP
_____________________________________________________________
Card Holder’s Signature
ADA REQUESTS
Please contact us as soon as possible for ADA requests.
LIVE WEBCAST ON MONDAY, NOVEMBER 12
EVENT CODE: WSYM18
Member: 5 $275 Non-Member : 5 $375
5 Vegetarian 5 Vegan
5 Food Allergy: _____________________________________

North Carolina Association of CPAs
PO Box 80188 • Raleigh, NC 27623
www.ncacpa.org • 800-722-2836
PRSRT STD
U.S. POSTAGE
PAID
RALEIGH, NC
PERMIT NO. 1313
79 th Annual
SYMPOSIUM
November 12–14 • Greensboro, NC