The Benefits of Advisory Services and How Your Firm Can Incorporate Them John Alfonsi Lorman Education Webinar May 29, 2020
Transaction Structure: Will It Cost You or Add Value? John Alfonsi MICPA Forensic Accounting and Valuation Services Conference (Virtual) May 19, 2020
Re-Opening Your Organization after COVID-19 Jim Martin May 14, 2020 and May 21, 2020
MVCA Members Providing Resources During COVID-19 Jim Martin MVCA Webinar April 9, 2020
IRS Form 1040 Preparation Part 5: Standard and Itemized Deductions John Alfonsi Lorman Education Tax Webinar April 2, 2020
Northshore Estate and Financial Planning Council-Cyber Security and Data Privacy Jim Martin January 15, 2020, Skokie, IL
Detroit Chapter Certified Fraud Examiners-Cyber Security and Data Privacy Jim Martin January 2, 2020, Southfield, MI
2019 Presentations
MICPA Lansing Small Practitioners-Fraud’s Changing Profile & Impacts for Small Business Jim Martin September 26, 2019
MICPA Detroit-Metro West Group-Financial Statement Fraud Louis Petro August 20, 2019
MICPA Small Practitioner’s Conference-Fraud’s Changing Profile & Impacts for Small Business Jim Martin August 15, 2019
Partnership Basis John Alfonsi MRPR Southfield, MI, August 7, 2019
2019 ASPIRE Conference-Chicago-Liquidity Events Harry Cendrowski June 19, 2019
MICPA West Oakland Small Practitioners-Fraud and Internal Controls Louis Petro June 13, 2019
MICPA Mega Conference-Grand Rapids (Internal Controls) Louis Petro June 6, 2019
MICPA Litigation and Business Valuation Conference and Anti-Fraud Issues Conference Jim Martin and John Alfonsi MSU Management Education Center May 21, 2019
MICPA Mega Conference-Warren (Internal Controls) Louis Petro May 16, 2019
MICPA Northern Macomb Small Practitioners Group (Business Valuation and Fair Value) John Alfonsi May 16, 2019
2019 ASPIRE Conference-Detroit-Liquidity Events Harry Cendrowski April 11, 2019
16th Annual Healthcare and Life Sciences Private Equity and Finance Conference Harry Cendrowski Four Seasons Hotel, Chicago February 21, 2019
Valuation Corporate Finance, Professor Eric Zack John Alfonsi Wayne State University Law School January 24, 2019
Cyber Risk Management Jim Martin Institute of Management Accountants – Ann Arbor January 17, 2019
2018 Presentations
Dissolving Distressed Business Entities: Attorney and Accountant Guidelines John Alfonsi MICPA West Michigan Tax Symposium Grand Rapids, MI, November 13, 2018
Artificial Intelligence vs Human Experience in Professional Services John Alfonsi The President’s Forum Chicago, IL, August 8, 2018
Data Privacy and Cybersecurity Jim Martin Greenleaf Financial Client Seminar Traverse City, Petoskey, Grand Rapids, MI, June 5-7, 2018
Mock Trial-Economics John Alfonsi MICPA Litigation and Business Valuation Conference Troy, MI, May 17, 2018
Early Stage Investments: Valuation, Process & Exit John Alfonsi MICPA Litigation and Business Valuation Conference Troy, MI, May 17, 2018
Understanding How to Value Your Business & How to Impact that Value Harry Cendrowski, Trevor McClain-Duer & Morrie Elstein CarterDillonUmbaugh, LLC – Business Owners Symposium Chicago, IL, April 26, 2018
Forensic Accounting & Hidden Assets Trevor McClain-Duer Chicago Bar Association – Asset Protection Committee Chicago, IL, April 25, 2018
Advanced Auditing Class Louis Petro Walsh College Novi, MI, January – May 2018
Divorce, Forensics, and Valuations Trevor McClain-Duer Amata Law Offices Chicago, IL, January 30, 2018
2017 Presentations
Partnership Basis John Alfonsi ShindelRock Novi, MI, December 14, 2017
BUSINESS VALUE CREATION – What Owners Need to Know About Business Improvement, Growth, and Value Creation Trevor McClain-Duer Exit Planning Exchange Owners’ Academy Oak Brook, IL, December 5, 2017
Fraud and Forensics as a Service Line John Alfonsi CPAmerica Accounting and Auditing Conference Memphis, TN, June 14, 2017
Divorce, Forensics, and Valuations John Alfonsi, Trevor McClain-Duer Womens’ Bar Association of Illinois Chicago, IL, June 13, 2017
Where’s Waldo: Identifying Undisclosed Liabilities John Alfonsi MICPA West Michigan Management Information & Business Valuation Conference Grand Rapids, MI, June 7, 2017
Qualified Plan Review and Income Tax Planning for Retirement Todd Jolicoeur Retirement Resources Auburn Hills, MI, June 7, 2017
Business Value Breakout Sessions: The Fairest Value – Discussion on the New CEIV Designation and Updates in Fair Value John Alfonsi MICPA Litigation and Business Valuation Conference Troy, MI, May 23, 2017
Retirement Resources: White House Tax Reform proposals – A Focus On How Those Proposals May Impact Individuals. Walter McGrail Retirement Resources Auburn Hills, MI, May 16, 2017
Financial Statement Fraud Lou Petro Michigan Association of CPAs Schoolcraft College, Livonia, MI, May 16, 2017
Prioritizing Fraud & Internal Control Analysis Lou Petro Michigan Association of CPAs Livonia, MI, May 9 and May 17, 2017
Tax Planning Tips for 2017 Walter McGrail Retirement Resources Auburn Hills, MI, April 26, 2017
Accounting & Valuation Trevor McClain-Duer Exit Planning Exchange Oak Brook, IL, April 19, 2017
Accounting & Valuation Trevor McClain-Duer Exit Planning Exchange Chicago, IL, April 6, 2017
2016 Presentations
Best of the Best for Small Firm Practitioners Conference: Financial Shenanigans – Fraud in Financial Reporting Michigan Association of CPAs Livonia, MI, November 2, 2016
2016 Innovation, Growth and Globalization Industry-Focused Series: DnA for Manufacturing: Digital and Automation Global Midwest Alliance Manufacturing Industry Event Rosemont, IL, October 16, 2016
MICPA Management Information Show: Early Warning Signs of Fraud Michigan Association of CPAs Livonia, MI, June 28 – 29, 2016
MICPA Litigation & Business Valuation Conference: Round Out Your Business Valuation, Litigation Support Research Skills Michigan Association of CPAs Livonia, MI, May 24, 2016
MICPA Litigation & Business Valuation Conference: The Tell-Tale Heart of Fraud Michigan Association of CPAs Livonia, MI, May 24, 2016
MICPA Accounting for the Tax Practitioner Conference: Fraud – The Other Employee “Fringe Benefit.” Michigan Association of CPAs Livonia, MI, June 7, 2016
Webinar on Part 2 of the CMA Examination Cleary University Ann Arbor, MI, June 1 – August 31, 2016
2015 Presentations
What Accountants need to know about Anti Money Laundering Association of Government Accountants: Greater Lansing Chapter Lansing, MI, November 17, 2015
Detecting Fraud in a Divorce DuPage County Bar Association November 17, 2015
Accounting for Legal Professionals DuPage County Bar Association November 12, 2015
Financial Analysis for Non-Accountants DuPage County Bar Association October 29, 2015
Professional Standards, Licenses, and Credentials DuPage County Bar Association September 29, 2015
MICPA Management Information & Business Show: How Cost Segregation Affects Your Financial Statements Michigan Association of CPAs. Novi, MI, June 24, 2015
Macomb County MICPA Group: Spotting the Lies in Financial Reports Michigan Association of CPAs. Utica, MI, June 2, 2015
MICPA Spring Conferences: Financial Shenanigans – Fraud in Financial Reporting Michigan Association of CPAs. Lansing, MI, May 21, 2015 and Troy, MI, June 11, 2015
Succession Planning and ESOPs Construction Association of Michigan (CAM). Bloomfield Hills, MI, March 25, 2015
Macomb County MICPA Group: Data-Driven Fraud Detection Michigan Association of CPAs. Utica, MI, March 19, 2015
Forensic Business Valuation Women’s Bar Association of Illinois. Chicago, IL, February 26, 2015
Partnership Taxation Course for Masters of Science in Taxation Program Walsh College. Troy, MI, Winter Term, 2015
MICPA East Metro Meeting Group: Practice Value & Evaluations Michigan Association of CPAs. Grosse Pointe Shores, MI, January 28, 2015
MICPA East Metro Meeting Group: Keys to Successful CPA Firm Mergers & Acquisitions Michigan Association of CPAs. Grosse Pointe Shores, MI, January 28, 2015
Valuation Corporate Finance, Professor Eric Zack: Guest Lecture Wayne State University Law School January 22, 2015
2015 Kick-off Event: Networking – The Five Golden Rings for Success Michigan Women’s Tax Association. MI, January 21, 2015
2014 Presentations
Panel: Valuation Mania – How Long Will Today’s Seller Market Last? Jordan, Knauff & Company. Northbrook, IL, December 10, 2014
CPE Mega Conference: Ethics Considerations when Working with the Legal Community Michigan Association of CPAs. Lansing, MI, October 30, 2014
CPE Mega Conference: Ethics Conceptual Framework – A Case Study Approach Michigan Association of CPAs. Lansing, MI, October 30, 2014
CPE Mega Conference: Hot Trends in Internal Audit Michigan Association of CPAs. Lansing, MI, October 30, 2014
CPE Mega Conference: Hot Trends in Internal Audit Michigan Association of CPAs. Troy, MI, October 28, 2014
Controller’s Conference: Internal Controls – What are you Missing? Michigan Association of CPAs. Livonia MI, September 23, 2014
CPAmerica Leading Partners Retreat CPAmerica International. Portland, OR, September 17-19, 2014
Midwest Accounting & Finance Conference Illinois CPA Society. Rosemont, IL, August 27 & 28, 2014
Small Firm Practitioner Conference Michigan Association of CPAs. Mt. Pleasant, MI, August 21 & 22, 2014
Business and Technology Conference Illinois CPA Society. Rosemont, IL, August, 2014
IFRS Seminar: New, Recent and Forthcoming Financial Reporting and Auditing Requirements Singapore Management University August 4, 2014
Singapore Accounting Convention: Quality Counts – Scaling New Heights Institute of Singapore Chartered Accountants. Marina Bay Sands, Singapore, August 1, 2014
Singapore Accounting Convention: Addressing Complexities of the Business World – Taking the Bull by its Horns Institute of Singapore Chartered Accountants. Marina Bay Sands, Singapore, July 31, 2014
Get the Edge – Posturing and positioning your firm for increased fees, better profitability & Why the Future is Now – Understanding the changing dynamics of our profession and its impact on practice value and future opportunity Michigan Association of CPAs. Royal Oak, MI, July 23, 2014
Business and Technology Conference: Risk Management of the 21st Century – Cyber Liability Michigan Association of CPAs. Novi, MI, June 26, 2014
Internal Controls Update Michigan Association of CPAs. Warren, MI, June 12, 2014
Business and Technology Conference: Keys to Successful CPA Firm Mergers & Acquisitions Michigan Association of CPAs. Grand Rapids, MI, June 4, 2014
ISACA Professional Ethics Institute of Internal Auditors – Lansing Chapter. Lansing MI, May 29, 2014
Early Bird Ethics: Ethics Considerations when Working with the Legal Community & Audits of Employee Benefit Plans Michigan Association of CPAs. Livonia, MI, May 28, 2014
Lansing Monthly Meeting Group Michigan Association of CPAs. East Lansing, MI, May 22, 2014
Members in Business Conference: Speaking to Non‐Accountants About Accounting Cash Flow Analysis North Carolina Society of CPAs. Greenville, NC, May 22, 2014
Anti-Fraud Issues and Business Valuation Conference: Managing Your Role in the Litigation Process from Engagement to Trial Michigan Association of CPAs. Livonia, MI, May 21, 2014
Valuation Corporate Finance, Professor Eric Zack Wayne State University Law School February, 2014
Due Diligence Winter Fraud Conference: Interviewing Association of Certified Fraud Examiners, Lansing Chapter. February 6, 2014
Financial Statement Fraud – From the Trenches CPEconomy Event. Troy, MI, January, 2014
2013 Presentations
Fraud & Forensic Accounting Conference: Cloud Computing & Electronic Discovery North Carolina Association of Certified CPAs. Greensboro, NC, December 17, 2013
CPE Mega Conference: Financial Statement Fraud Michigan Association of CPAs. Frankenmuth, MI, October 24, 2013
Fraud Conference Illinois CPA Society. Chicago, IL, October 23, 2013
ICPAS 2013 Breakfast Event: CCFL Breakfast Series Illinois CPA Society. Oak Brook, IL, September 9, 2013
Primer Breakfast Panel: Dodd Frank Update Chicagoland Compliance Association. Chicago, IL, August 28, 2013
Small Firm Practitioners Conference : Building Your Firm – 50 Ideas in 50 Minutes Michigan Association of CPAs August 23, 2013
Annual Conference: International Financial Reporting Standards Morison International Asia Pacific (MIAP). Bali, Indonesia, July 30, 2013
Financial Statement Fraud Michigan Association of CPAs – Birmingham Group. July 29, 2013
Management Information Show: The Ethics Thing: Why It Matters More in Hard Times & Changes to the AICPA Professional Code of Conduct Michigan Association of CPAs. June 26, 2013
Audits of Employee Benefit Plans Conference : Professional Ethics – It’s Not Always Black and White Michigan Association of CPAs. May 29, 2013
Litigation and Business Valuation Conference: Ethical Dilemmas in Providing Litigation Support Business Valuation Services Volume & Traditional Arguments for Business Valuation – Anti-Fraud Issues Michigan Association of CPAs. May 21, 2013
Changes to the AICPA Professional Code of Conduct – Early Bird Ethics Michigan Association of CPAs. May 21, 2013
West Michigan Accounting and Auditing Symposium : The Ethics Thing – Why It Matters More in Hard Times & Changes to the AICPA Professional Code of Conduct Michigan Association of CPAs. May 15, 2013