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Fall Conference

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Crete Carrier Riverview Lodge at Mahoney State Park

28500 W Park Hwy (I-80 Exit 426)
Ashland, NE 68003

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16.00 Credits

Member Price $469.00

Price will increase by $35 after 9/29

Non-Member Price $529.00

Price will increase by $35 after 9/29

Overview

Conference Details - please see the agenda tab.

Designed For

All practitioners

Notice

Conference materials will be available electronically in the "My CPE" section of the NESCPA website two days prior to the conference. 

Lodging 

Mahoney State Park

Embassy Suites (La Vista)

Hampton Inn (La Vista) 

Kimberly Creek Retreat (Ashland)

Sponsorship Opportunity

Increase your organization’s exposure, heighten your brand recognition, and drive sales by claiming your sponsorship or exhibit space at this Nebraska Society of CPAs conference. Visit "Sponsor an Event" for details and to help your corporate message effectively reach Nebraska CPAs.

Tuesday, October 29

General Session

- Welcome from the Committee Chairman

This session is available to registrants only.

General Session

- State of the Profession - Carla McCall, AICPA

Carla McCall

Carla McCall

Carla is Managing Partner of AAFCPAs, a preeminent, 350-person CPA and consulting firm based in New England. She is also Chair of the American Institute of Certified Public Accountants (AICPA). Carla was named one of the Most Powerful Women in the Accounting Profession in 2020-2021, 2022, 2023, and 2024 by the AICPA and CPA Practice Advisor Magazine. Her dynamic executive leadership, bold practicality, and enthusiasm to embrace change is setting the standard for mission driven, growth organizations.

The accounting profession continues to navigate the changing and challenging business environment. We’ve been resilient by seizing opportunities, while providing guidance to accelerate and lead the evolution of client services and business practices. In this professional issues update Carla McCall, Chair, AICPA and Co-chair of the Association, will share how the profession is accelerating and leading to grow services, connections and confidence while also keeping the profession attractive, prosperous and exciting for the next generation of CPAs and CGMAs.

This session is available to registrants only.

General Session

- Outlook for Nebraska's Economic Future - Panel with Heath Mello, Jason Ball & K.C. Belitz, moderaterd by Jim Greisch

K.C. Belitz, Nebraska Dept of Economic Development

K.C. Belitz

K.C. Belitz

K.C. Belitz is currently the Director of the Nebraska Department of Economic Development, being appointed to the position by Governor Jim Pillen in July of 2023.

Prior to joining DED, K.C. served four years as Chief Operating Officer of the Nebraska Community Foundation, working with NCF staff, volunteers, donors and organizational partners to impact the future of Greater Nebraska. 

K.C. lives in Columbus but spends his time at the Lincoln office of DED or traveling to work with Nebraskans across the state. 

Previously, K.C. served as President of the Columbus Area Chamber of Commerce since 2000.  K.C. is a native of Columbus and graduate of Columbus High School and Northeast Missouri State Univ. (now Truman University).  He and his wife Colleen are the parents of their daughter Emerson, who is a graduate of UNL and now works for an analyst relations firm.

Heath Mello

Heath Mello

Heath Mello

Jason Ball

Jason Ball

Meet Jason Ball, Lincoln Chamber of Commerce President

Jason is president and CEO of the Five-Star Accredited Lincoln Chamber of Commerce and Lincoln Partnership for Economic Development. As Chamber president, he also oversees the operations of the Lincoln Convention and Visitors Bureau. Jason is a Certified Economic Developer and a graduate of the U.S. Chamber of Commerce Institute for Organization Management and Oklahoma University's Economic Development Institute. He is an active member of the International Economic Development Council, the Association of Chamber of Commerce Executives and the U.S. Chamber of Commerce. He is a member of the U.S. Chamber's Committee of 100 and serves on the board of the U.S.
Chamber Midwest Institute for Organization Management. He was also selected as one of Development Counsellors International "40 Under 40 Rising Starts in Economic Development. Prior to his current role with the Lincoln Chamber of Commerce, Jason served as the president & CEO of the Round Rock Chamber of Commerce, the Sioux Falls Area Chamber of Commerce and the Hutchinson Chamber of Commerce. He also served as the director of business development for the Lincoln Chamber of Commerce for five years. Jason also has professional experience in chemistry, technology transfer and business plan development. A Nebraska native, Jason was raised in Sidney, Nebraska and earned his undergraduate degree from Nebraska Wesleyan University and an MBA from the University of Nebraska - Lincoln.

This session is available to registrants only.

General Session

- Talent Management: The People Side of Business - Jeremy Wortman, HRD Initiatives

Jeremy Wortman

Jeremy Wortman

 

Jeremy Wortman, HRD Initiatives

With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, specializing in leadership development, organizational development, and talent management solutions. In this capacity, he works with client partners' executive teams in determining talent management strategies, building leadership talent, implementing solutions, and coaching individual leaders.

Wortman has more than twenty years of experience in organization and leadership development with a significant amount of his time, early in his career, at TD Ameritrade, where he was the Director of Organizational Effectiveness. There, he was responsible for enterprise-wide talent management initiatives. He partnered with senior executives to determine business unit and department-level talent management strategies and solutions that drove their performance goals. He was also responsible for building their leadership development programs. He has extensive knowledge of organizational psychology and has had great success in developing strategies and programs that make better individuals and organizations using a strengths-based approach.

In today’s competitive landscape, the employee experience is more than just a buzzword—it’s the key to unlocking your organization’s full potential. This session provides an insightful exploration into a comprehensive talent management model that spans five critical domains: talent acquisition, engaging talent, building talent, leveraging talent, and retaining talent. This session will reveal how these elements, when supported by a talent-centric culture, can transform your organization into a magnet for top talent. You’ll walk away with actionable strategies to attract, nurture, and retain the best people, driving long-term success and innovation.

This session is available to registrants only.

General Session

- Luncheon and Annual Business Meeting

This session is available to registrants only.

General Session

- The AI Revolution: Unlocking the Future of Tomorrow for Today's Accountants- Chuck Gallagher

Chuck Gallagher

Chuck Gallagher

Chuck Gallagher

Chuck Gallagher, Certified Speaking Professional (CSP), is a recognized authority in the speaking world, and an esteemed voice in the realm of artificial intelligence (AI). But he's not your average tech guru. With a knack for making complex subjects approachable, Gallagher brings a refreshing blend of insight and humor to his talks, making the future of AI not only understandable, but also exciting.
Whether he's unpacking the ins and outs of AI for business leaders or exploring the ethics of automated systems, Gallagher keeps his audiences hooked with his dynamic style and engaging anecdotes. Drawing from his rich background in business and ethical leadership, he brings a practical perspective that helps audiences connect the dots between technology and their daily lives.
So, if you're ready to delve into the world of AI with a speaker who keeps things lively and enlightening, Chuck Gallagher is your go-to expert. Buckle up and enjoy the ride!

 

Are you prepared to harness the boundless power of AI for your accounting firm? Join us as we delve into the realm of this transformative technology, unraveling its potential specifically for professional accountants. Witness live demonstrations of AI applications such as ChatGPT, Veed.io, Quillbot, Soundraw, Synthesia.io, ElevenLabs.io, midjourney, and other cutting-edge technologies, providing you with an immersive glimpse into the realm of possibilities.

This is a golden opportunity to stay at the forefront of AI advancements and acquire the insights necessary to fuel innovation and expansion within your accounting practice. Don’t miss out – seize this chance to propel your firm into the future! Ready to explore AI’s potential for your accounting firm? Connect with us now to embark on this exciting journey!

Learning Objectives

  1. Embark on a journey to grasp the core principles of AI and uncover its profound influence on the accounting profession.
  2. Dive into the realm of real-world AI applications, where you’ll witness the magic in action through captivating live demonstrations tailored for accounting needs.
  3. Unearth the secrets of infusing AI into your business operations, unlocking the door to innovation and fostering unprecedented growth in your accounting practice.
  4. Navigate the intricate terrain of ethical and legal considerations in AI, equipping yourself with potent strategies to shield your accounting firm from potential risks.

This session is available to registrants only.

General Session

- Federal & State Tax Update - Matthew Ottemann & Jonathan Grob, McGrath North

Matthew Ottemann, McGrath North

Matthew Ottemann

Matthew R. Ottemann

Matthew Ottemann is a shareholder with the law firm of McGrath North Mullin & Kratz, PC LLO who specializes in taxation, including state and local taxation, tax disputes and appeals, business tax incentives, estate planning, site selection and planning, and corporate business law.  Matt has successfully represented clients of all sizes in income, withholding, and sales tax assessments and claims before the Internal Revenue Service and Nebraska Department of Revenue.  In addition, Matt advises clients regarding the organization and incorporation of business entities, the design of tax-efficient business transactions and estate planning.  Matt has an extensive background in state tax incentives, including the Nebraska Advantage Act and Iowa's incentive programs, and has advised clients of all sizes with their tax incentive applications and claims.  Matt is an Adjunct Professor teaching Estate Planning at the Creighton University School of Business and was formerly an Adjunct Professor at the Creighton University School of Law.  Matt received an LLM in Taxation, magna cum laude and valedictorian, from University of Alabama School of Law; a JD, summa cum laude, from the Creighton University School of Law; and a BSBA in accounting and finance, summa cum laude, from Creighton University. 

Jon Grob, McGrath North

Jon Grob

Jonathan L. Grob

 

This session is available to registrants only.

General Session

- Successfully Navigating Life's "Turnovers" - Bill Busch, Former Football Coach & Recruiter

Bill Busch

Bill Busch

Bill Busch

This session is available to registrants only.

Wednesday, October 30

General Session

- Welcome to the 2nd day - Committee Chairman

This session is available to registrants only.

General Session

- Insights From the Tax Commissioner - Jim Kamm, Nebraska Department of Revenue

James Kamm

James Kamm

Jim Kamm, assistant vice chancellor for business and finance at UNO, will step down after being appointed State Tax Commissioner for the State of Nebraska.

Jim Kamm became Nebraska's Tax Commissioner on Sept. 5, 2023, after being appointed by Gov. Jim Pillen. Prior to this appointment, Kamm was with the University of Nebraska at Omaha where he most recently served as UNO's Assistant Vice Chancellor for Business and Finance. Before that, Kamm held leadership roles at several Nebraska-based financial institutions. He received a bachelor's degree in finance from the University of Nebraska-Lincoln, and a Master of Business Administration from UNO.

This session is available to registrants only.

General Session

- A&A Update - Sandy Peters, CFA Institute

Sandy Peters

Sandy Peters

Sandy Peters, CFA, is head of financial reporting policy and serves as spokesperson for CFA Institute to key financial reporting standard setters including the IASB, FASB, and the US Securities and Exchange Commission. She holds the Certified Public Accountant (CPA) designation.

This session is available to registrants only.

General Session

- Crypto, FOMO, and the Practicalities and Risks for Your Business of Transacting and Investing in Cryptocurrency - Roberta Christensen, Koley Jessen

This session is available to registrants only.

General Session

- The Technological Transformation of the Audit - Janny Mullen, AuditMiner

Janice Mullen, Employee Benefit Plan Technical Lead, AuditMiner

Janice Mullen

Janny Mullen - Employee Benefit Plan Technical Lead of AuditMiner - The Leading 401k Audit software

 

This session is available to registrants only.

General Session

- Lunch

This session is available to registrants only.

General Session

- Global Talent Solutions: Addressing the CPA Shortage Through International Recruitment-Panel with Stephanie Grattan, Koley Jessen, Miles Education,HBE

This session is available to registrants only.

General Session

- Understanding the Corporate Transparency Act & FinCEN BOI Reporting Requirements - Daniel McDowell, Koley Jessen

Daniel McDowell

Daniel McDowell

Daniel McDowell, Koley Jessen Photo

Dan McDowell focuses his practice on general business and corporate matters and also assists his clients with corporate transactions, including mergers, acquisitions, and reorganizations. His background in general practice law gives him the flexibility to address a wide range of client concerns.

 

This session is available to registrants only.

General Session

- Chasing Madoff - Frank Casey

Frank Casey

Frank Casey

Frank Casey is a 45-year finance veteran, with experience in both alternative investments and hedging corporate/bank risks. He co-founded Casey Moats Consulting to advise Commercial Real Estate developers and investors on methods to increase leverage and return while reducing equity required. He also works with Amphi Research & Trading's Mark Rzepczynski, past Pres. John W. Henry CTA, designing alternative investment solutions using bank swaps to replicate hedge fund returns, but with greater investor transparency, liquidity and reduced fees. Frank has worked with artificial intelligence managers and enjoys disruptive innovation across several verticals from asset management to cyber security.
Mr. Casey was the covert investigatory member of the group at Rampart Investments that discovered Bernard Madoff's fraud in early 1999 and is a co-author of the New York Times best-selling book No One Would Listen and the documentary film Chasing Madoff, which recount events surrounding the Rampart team's discovery of the Madoff fraud and efforts to bring Madoff's crimes to prosecution. He serves as advisor on fraud to a US Government Agency, and a plaintiff's expert witness against fraudsters.
In the past, Frank helped build an innovative hedge fund of funds nearly tenfold to $2 billion in assets over 6 years by 2007. In the '80s-'90s, he innovated bank risk management, hedging the nascent mortgage-origination/MBS-pipeline risks arena. In the '70s, Frank was early in using equity-option portfolio management for wealthy clients, and he helped build energy risk-hedging disciplines using the new oil futures exchanges. Frank served four years in the US Army and was an Airborne-Ranger Qualified Infantry Captain.

In early 1998, Frank Casey joined Rampart Investments, where he met portfolio managers Harry Markopolos and Neil Chelo.  The three formed the core team that began blowing the whistle to the SEC on Bernard Madoff’s Ponzi scheme in May of 2000.
 
In this session, Casey will share the inside story of how he and his colleagues exposed the Ponzi scheme and how their efforts to draw regulatory attention to the matter went unanswered. He will examine why due diligence by regulators and hedge funds failed, suggest what needs to be done to prevent the situation from repeating itself, and discuss lessons we can all learn from the Madoff scandal

This session is available to registrants only.

See Who's Coming
  • Elizabeth Adams
  • Susan Albers - Chief Industries Inc. (Grand Island)
  • Alan Ashcraft
  • Victoria Badura - Metropolitan Community College (Omaha)
  • Heather Barr - Endicott Clay Products Co. (Fairbury)
  • Todd Blome - BMG Certified Public Accountants LLP (Lincoln)
  • Nicole Cooper - Project Harmony (Omaha)
  • Benjamin Dahl - Nebraska Wesleyan University (Lincoln)
  • Cortney Davis - Aspyr Professional Group PC (Hastings)
  • Perry Demma - Perry L. Demma, CPA (Lincoln)
  • Hillary Dingledine
  • Jeremy Eddie - Omaha Zoological Society (Omaha)
  • Sharise Engel
  • Amanda Fryzek - American Laboratories LLC (Omaha)
  • Anne Fuhrman - HBE LLP (Omaha)
  • Trisha Gade-Jones - Nebraska Wesleyan University (Lincoln)
  • Kordell Glause - Gabriel, Burger & Else, CPA, PC (Seward)
  • J C (Jon) Gum - AGP Ag Processing Inc. (Omaha)
  • Kevin Harford - University of Nebraska System (Lincoln)
  • Heather Haydon - EAD Management Services (Omaha)
  • Frank Hayes - Hayes & Associates LLC (Omaha)
  • Ann Hopping - BMG Certified Public Accountants LLP (Lincoln)
  • Tanya Jackman - Lincoln Industries (Lincoln)
  • Travis Johnson - Lincoln Industries (Lincoln)
  • Galen Kathol - Univ. of Nebraska Medical Center (Omaha)
  • Anthony Keller - O'Donnell Ficenec Wills & Ferdig LL P (Omaha)
  • Timothy Kirschbaum - Ritchie Bros Auctioneers (Lincoln)
  • Rita Kleeman - Metropolitan Community College (Omaha)
  • Brian Klintworth - HBE LLP (Lincoln)
  • Amy Knust - Eide Bailly LLP (Elkhorn)
  • Brian Lodes - Builders Supply Co. Inc. (Omaha)
  • Neal Lyons - UNICO Group Inc. (Lincoln)
  • Michael Massman - Massman Nelson Reinig, PC (Omaha)
  • Joseph Meduna - Grafton & Associates, PC (Lincoln)
  • Jeffrey Miller - Kutak Rock LLP (Omaha)
  • George Nelson - Massman Nelson Reinig, PC (Omaha)
  • Jason Paulk - General Dynamics Ordnance & Tactical Systems (Lincoln)
  • Karen Peppmuller - Lincoln Industries (Lincoln)
  • James Reinig - Massman Nelson Reinig, PC (Omaha)
  • Kali Robertson - Thrasher, Inc. (LaVista)
  • Todd Rogge - SilverStone Group A HUB International Company (Omaha)
  • Darlene Rohlfsen - Supportworks Inc. (Papillion)
  • John Schulz - John E. Schulz CPA, LLC (Omaha)
  • Leonard Sommer - Hancock & Dana PC (Omaha)
  • Gary Timm - State of Nebraska (Lincoln)
  • Christopher Wassenaar - DeBoer & Associates, PC (Omaha)
  • Susan Wiggins - Susan Wiggins, CPA, LLC (Bellevue)
  • Susan Wilkinson - Ameritas Life Insurance Corp. (Lincoln)

Non-Member Price $529.00

Member Price $469.00