Speaking Engagements
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2018 Presentations
- 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 - 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
- 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 - Review Course for Certified Management Accountant (CMA) Exam
Cleary University.
Howell, MI, February-April, 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
