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CPAs in Business and Industry Conference 2-Day - HYBRID

Overview

This 2-day hybrid event allows for your choice of in-person or virtual attendance.

This conference will provide tax and accounting updates, the latest trends and developments in financial planning and strategies, cybersecurity and other IT subjects, and other current topics relevant to your many roles and responsibilities.

PLEASE NOTE:  We understand that plans can change. If you are registered for in-person attendance but need to switch to online, please inform us at least 7 days before the event. This is due to catering arrangements made within that time frame. Failing to notify us within 7 days will incur a $100 switch fee.

Agenda:  We are updating the agenda and event details, so be sure to check back for more information. 

Thank you to our sponsor: AssuredPartners

Agenda

Wednesday, Sep 24th

8:00AM TO 9:15AM / General Sessions

Abby Koenig, Talent Management Lead

Emotional intelligence (EQ) is more than a buzzword—it is a critical skill for accounting professionals. This session will explore how EQ can strengthen leadership and enhance team collaboration. Attendees will gain practical strategies to recognize and manage emotions—both their own and others'—to build stronger relationships and drive better outcomes.


9:20AM TO 9:45AM / General Sessions

Simon Keemer, Director of Assurance Svcs, Dean Dorton PLLC

Stay current with the latest developments from the Financial Accounting Standards Board (FASB). This session will cover recent pronouncements, proposed standards, and key implementation issues impacting CPAs today. Attendees will gain insights into how these changes affect financial reporting, compliance, and practice.


9:55AM TO 10:45AM / General Sessions

Jennifer Ratterman, Forensic Accountant, Federal Bureau of Investigation

Fraud is not just a national issue—it is happening here in Kentucky. In this session, FBI representatives will discuss real-world cases from across the state, highlighting common schemes, investigative takeaways, and lessons learned.


10:50AM TO 11:40AM / General Sessions

Ozlem Davis, President, Peer House, LLC

Ozlem E. Davis, CPA/CFF, CFE and owner of Peer House, LLC, will present highlights from the Association of Certified Fraud Examiners’ 2024 Report to the Nations. This session will explore key findings, emerging trends, and practical takeaways from the world’s largest study on occupational fraud. Participants will gain insight into how fraud is committed, detected, and prevented, and learn strategies to strengthen internal controls and reduce risks within their organizations.


11:40AM TO 12:20PM / General Sessions

12:20PM TO 1:10PM / General Sessions

Dalton Cline, CIPP/US, CIPM, CIPT, Dentons Bingham Greenebaum LLP

Bradley Hasler, Partner, Dentons Bingham Greenebaum LLP

Finding a balance between security, privacy, and risk is a critical aspect of cybersecurity, and as organizations increasingly lean on AI-driven solutions, it is essential to consider the potential trade-offs and ethical implications of these technologies.


1:20PM TO 2:10PM / General Sessions

2:20PM TO 4:00PM / General Sessions

Chris Kuehl, Armada Corporate Intelligence

A few months ago EY commissioned a study that pointed out that the last ten years have been unusually chaotic (wars, natural disasters, pandemic, trade wars) and this uncertainty has cost over $360 billion in lost profits. Today there is still worry about trade, inflation threats, recessionary slowdown, workforce shortage and lots of geopolitical distress. Where are we and what are the future scenarios?


Thursday, Sep 25th

8:00AM TO 8:50AM / General Sessions

Cash Cassady, Government Affairs Director, Kentucky Society of CPAs

Local, state, and federal law and regulatory amendments that affect business CFOs, Controllers, and CPAs will be the primary topics of this session.


8:55AM TO 9:45AM / General Sessions

Helen Cooper, Partner, Dentons Bingham Greenebaum LLP

Mark Loyd, Co-Leader,Tax National Practice Group, Dentons Bingham Greenebaum LLP

Get the latest on important federal and state legislative, administrative and case law tax developments affecting businesses that CFOs, Treasurers, Controllers, and other business accountants and advisers ought to know, with a focus on Kentucky-based businesses.


9:55AM TO 10:45AM / General Sessions

Dan Mann, Executive Director of the Airport, Louisville Regional Airport Authority


10:50AM TO 11:40AM / General Sessions

Jay Sundberg, The AME Group

Cyber threats continue to grow in scale and sophistication, putting sensitive financial data and business operations at risk. This session will focus on the unique cybersecurity challenges facing accounting departments, from safeguarding financial systems to protecting against phishing, ransomware, and data breaches. Attendees will learn practical strategies and best practices to strengthen defenses, ensure compliance, and reduce vulnerabilities within their organizations.


12:20PM TO 1:35PM / General Sessions

Phillip Cooksey, CFO, Evergreen Nephrology

Christopher Green, CFO, Delta Dental of Kentucky

Jay Wilson, CFO, WireCrafters LLC

The CFO Roundtable brings financial leaders together for an interactive discussion on the most pressing issues in organizations today. This session will provide a forum for CFOs to share insights, challenges, and strategies on topics such as economic outlooks, regulatory changes, talent management, and emerging technologies. Attendees will gain practical takeaways and peer perspectives to help guide decision-making and strengthen their organization’s financial leadership.


1:45PM TO 2:35PM / General Sessions

Nathaniel Yoder, The AME Group

Artificial intelligence tools like Microsoft Copilot are reshaping the way accounting departments operate. This session will explore practical ways businesses can leverage Copilot to improve efficiency, streamline reporting, and enhance accuracy in financial processes. Attendees will gain insights into real-world applications, integration tips, and best practices to help their accounting teams harness the power of AI while maintaining compliance and oversight.


2:40PM TO 3:05PM / General Sessions

Tim Smith, Senior Manager Coal Supply Services, LG&E and KU Energy LLC

This session will discuss how LG&E and KU Energy turned a huge problem into a significant revenue stream.


3:10PM TO 4:00PM / General Sessions

My Options

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Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

CIC924

Registration

Member Price:
$449 $499
Non-member Price:
$649 $699
Register by September 10th for Early Bird Pricing.

Registration is open through 09/23.

Wednesday, September 24th

8:00am to 4:00pm
(Check-In 7:30am)

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Gratzer Education Center

1735 Alliant Ave.
Louisville, KY 40299

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