2024 Business & Industry Spring Conference: Morning Sessions
Presenters
Jodie Beining,
Tax Managing Director,
BDO USA, LLP
Brian Kleist,
Principal,
CliftonLarsonAllen Wealth Advisors, LLC
Tina Palmgren,
The Wizard of Automation,
Exceling Your Business, LLC
Overview
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference:
Economic Outlook
This year's opening session will provide key insights you can use to grow and protect your business and your family. Discussion will include views across economy, industry, policy and markets and how people may be impacted in 2024 and beyond. Planning ideas individuals are taking advantage of in the marketplace will also be shared.
Excel for CPAs: Bridging the Gap Between Data & Decision-Making
Elevate your skills by bridging the gap between raw data and strategic insights. Attend this session for a dynamic learning experience where you'll gain mastery in leveraging Excel as a powerful tool as you uncover advanced techniques, streamline data analysis and enhance your ability to make informed decisions.
Tax Trends & Challenges Businesses Face Today
Every business activity has a tax consequence whether it be positive, negative or neutral. This session will discuss recent tax law changes and potential changes that will impact business decisions.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.