Business and Industry Conference - iacpa.orgGetting mindshare in a distracted world takes fresh and ... research underlying the trends we see in loyalty and engagement. Business leaders

April 13 Courtyard Marriott, Ankeny

Business and Industry Conference

Business and Industry ConferenceApril 13

Schedule8-8:30 a.m. | Registration and breakfast

8:30–8:40 a.m. | WelcomeSteve Marlow, ISCPA Business and Industry Committee chair

8:40–9:40 a.m. | The 180 Investment Plan: 6 Strategies to Establishing Your Personal Brand

Liz Nead

When your job description looks like everyone else’s, it can be hard to stand out. No news is actually bad news. Branding yourself may seem awkward and self-seeking but in today’s market, personal branding has become an import-ant part of career success. Devel-oping your story, learning to utilize social media (the horrors!), and establishing your unique expertise will not only increase your viability and attract exciting opportunities, but help you raise your value to your organization.

9:40–9:55 a.m. | Networking break

9:55–11:05 a.m. | Breakout sessions

A. Do More With Less John Daly, MBA, CPA, CMA, CPIM Executive Education

Do you have too much to do and not enough time to do it? Running efficient accounting and finance functions is not rocket science, but it does require that you get the simple things right. This session covers issues that you may not have thought about, but can deep-ly affect your financial depart-ment’s operations.

This session is geared toward those working in small businesses.

B. Working the Circuit and Gaining Buy-InRegina Hepp Hepp Learning Systems, Ltd.

As we build professional proficien-cy, the value of content expertise, personal energy and drive is evi-dent. As we grow personal capabil-ity, the value of influencing others and gaining buy-in is also evident. What is less evident, however, is what this know-how looks like in a collaborative environment and the way in which this know-how can be developed. This session will provide a process, learned from the pre-senter’s failures and successes, to work the circuit and garner accep-tance of ideas and plans.

This session is geared toward those working in medium-to-large companies.

11:05–11:20 a.m. | Networking break

11:20 a.m.–12:20 p.m. | Communicating Financial Information to Non-Accountants

John Daly, MBA, CPA, CMA, CPIM Executive Education

Do you ever get blank looks when you present your company’s finan-cial statements? Does your board nod knowingly after your presen-tation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretend-ing to understand! Learn how to connect with your CEO, board, fel-low managers and team members so they understand your message and motivate them to action.

12:20–1 p.m. | Lunch

1–2 p.m. | Staying Out of the Crosshairs: How to Protect Against Being Hacked

Dave Nelson, CISSP Pratum

Every organization and individual is a potential target for hackers. There is a constant barrage of attacks volleyed at us 24 hours a day. They come from unskilled script kiddies all the way up to state sponsored cyberattacks. Understanding the threat and knowing how to respond is one of the best defenses. This session will discuss some of the most common hacking methods and how to avoid being a victim. Topics will include how to identify and prevent various social engi-neering attacks and best practices for general data security.

2–2:15 p.m. | Networking break

2:15–3:15 p.m. | Breakout sessions

C. Small Business Tech Tools Lightning Round John Higgins, CPA, CITP CPA Crossings

This session will feature a fast-paced review of various software applications that can help small businesses go digital by leveraging the cloud. Tools that will be covered include:

• Cloud based file storage.• Paperless contracts and electron-

ic signatures.• Cloud accounting solutions for

small business.• Password management apps for

increased security and efficiency.

This session is geared toward those working in small businesses.

ScheduleD. How Company Culture Affects

Motivation, Engagement and AdvocacyRob Danna ITA Group

Today, loyalty hangs by a thread. Employee engagement is at its low-est point ever. Getting mindshare in a distracted world takes fresh and new techniques. In this presentation we will explore how we got here, where we’re going, and look at the research underlying the trends we see in loyalty and engagement. Business leaders will learn how to better lead their teams, engage their customers and develop advo-cates for their brand.

This session is geared toward those working in medium-to-large com-panies.

3:15–3:30 p.m. | Networking break

3:30–4:20 p.m. | Navigating Turbulent Times

Larry Zimpleman former Principal Financial Group chairman and CEO

The world of business (and the accounting world) continues to undergo rapid change. This inter-active session will discuss tools and tips for managing your business in times of significant change, and how to build your personal resilien-cy as a leader.

About this conferenceLocation: Courtyard Marriott | 2405 SE Creekview Dr | Ankeny IA, 50021

Overnight accommodations: A group rate of $119/night is available for conference attendees at the Courtyard Marriott. Reserve your room at https://goo.gl/ZushwL by March 30, in order to qualify for the reduced rate.

Recommended CPE credit: 8 hours

Conference materials: All materials will be distributed electronically three days prior to the conference.

Attire: Enjoy casual Friday at this conference! We want you to be comfort-able – jeans are welcome.

Committee thank youThank you to the members of the 2017-18 ISCPA Business and Industry Committee for their help in planning this conference.

Deanna Bennigsdorf, Principal, Des Moines

Sandra Christensen, Mercy Health Network, West Des Moines

Kayla Flanders, Pella Corporation, Pella

Melissa Fors, ITA Group, West Des Moines

Bob George, Performance Therapies PC, Coralville

Dawn Hafner, Kidder Benefits Consultants Inc, West Des Moines

Joe Haley, Casey’s General Stores Inc, Ankeny

Emily Heeren, DuPont Pioneer, Johnston

Bill Kallsen, Erichsen Kallsen & Associates CPAs LLP, Spirit Lake

Victor Kennedy, Rain & Hail LLC, Johnston

Matt Maahs, BerganKDV Ltd, Cedar Rapids

Steve Marlow, West Des Moines

Jami McLeod, Aureon HR, West Des Moines

Natalie Nguyen, Holmes Murphy & Associates, West Des Moines

Morgan Ottenbacher, Wellmark Inc, Des Moines

Lucas Schaudt, Ankeny Glass, Ankeny

Jenna Siberz, KPMG LLP, Des Moines

Gina Slack, Life Care Services LLC, Des Moines

Kirk Tibbetts, Principal, Des Moines

Genelle Truitt, Iowa Association of School Boards, Des Moines

Kevin Wilhelm, Principal, Des Moines

Learn more about the speakers and register at www.iacpa.org/BIC

RegistrationRegister at www.iacpa.org/BIC. If you’re unable to complete online registration, mail form to: ISCPA, 1415 28th St Ste 450, West Des Moines, IA 50266.

Name ________________________________________________________________________________________

Firm/Company _________________________________________________________________________________

Address __________________________________________ City/St/Zip _________________________________

Phone (____) _____________________ Email _______________________________________________________

Fees

Description Member Nonmember

Early-bird Register by

March 30

$285 $335

Standard $320 $370

Payment informationp Check Enclosed

p MC p Visa p Amex p Discover

Credit Card # _________________________________

Exp. Date ____________________________________

p Business Card p Personal Card

Name on card:

_____________________________________________

Pricing information

Presorted StandardU.S. Postage

PAIDDes Moines, IowaPermit No. 34331415 28th Street, Suite 450

West Des Moines, IA 50266-1419

Please select ONE breakout session from each time period. You must provide this information to receive CPE credit.

Breakout session selections

9:55-11:05 a.m. 2:15-3:15 p.m.

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A. Do More With Less

B. Working the Circuit and Gaining Buy-In

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C. Small Business Tech Tools Lightning Round

D. How Company Culture Affects Motivation, Engagement and Advocacy