The Business and Industry Suite

When the world has changed, you can’t operate your business the same way and expect the same results. Unfortunately, there is nothing normal about the current global situation. You have two choices, panic or pivot. There is always an opportunity in a disaster if you are willing to be flexible and find the fit between your business model and what your clients and customers need from you now. This session will cover an approach to strategic planning that focuses on positive thinking, creativity, and agility.

We are entering uncharted territory. A new world is upon us. Those who conquer it will be those who reimagine, redefine, and reinvent not only themselves and their businesses, but what it means to live and work in a post-pandemic world. This presents an amazing opportunity for our profession to play an important role in helping to shape this future with insight and integrity. This is our chance to move from being essential to indispensable — to step out from behind the spreadsheets, reports, and forms and become the most trusted advisor that the next normal will require. 

This course provides a practical overview of the most important issues facing most companies and their accountants.  The focus is on explaining the basis behind major accounting and financial reporting issues and trends in plain language, enabling professionals to understand the most important aspects of relevant generally accepted accounting principles, and why any planned or potential changes are coming down the pike.

It has been said that 2020 is the new 2025. The one thing the experts agree on is that the major trends in existence before COVID are actually accelerating. This is time to get your opportunity antennae up, as we are joined by global futurist and bestselling author, Daniel Burrus and  Tom Hood, one of the most influential leaders in the global accounting profession, to discuss the acceleration of digital transformation and the key trends we can anticipate as we head to 2021. Learn how to anticipate trends to seize new opportunities and skip being disrupted. 

Featuring the latest research from Burrus Research, McKinsey, Gartner, MIT/Sloan, and the Business Learning Institute.

Participants will be able to chat live with Dan and Tom and join in identifying the accelerating trends and opportunities during the session. This is your chance to help us crowdsource the top trends and opportunities for you and the Profession! All participants will receive a whitepaper with the results following the session.

This course provides a practical overview of the most important issues facing most companies and their accountants.  The focus is on explaining the basis behind major issues and trends in plain language, enabling professionals to understand the most important aspects of relevant standards and why any planned or potential changes are coming down the pike.

Local and Regional Economic Update with Anirban Basu

COVID-19 has rocked what had appeared to be a nearly invincible economy; one associated with substantial job growth, multi-decade lows in unemployment, sturdy compensation increases, robust retail sales, low inflation, and strong financial market performance. Underneath that strong performance, however, was a set of fragilities that have been exposed by the pandemic. This webinar speaks to our current economic circumstances, how difficult things are likely to become over the foreseeable future, and the contours of the brisk recovery to come thereafter.

*This event is a collaborative session from the Business and Industry and the Personal Financial Planning Conference Committees.

Is unconscious bias hindering you, your team or your organization? Unconscious bias is bias that happens automatically. It is triggered by our brain making quick judgments and assessments of people and situations based on our background, cultural environment and personal experiences. Have you ever arrived home from work and don’t remember the drive at all? Or perhaps you moved, but drove to the old house on your way home. Once neural pathways are formed, like your daily commute, they become almost automatic. We don’t spend time thinking about each turn on the way home, our body just does it. While this can be helpful for remembering your route home, it can be detrimental in other areas of our lives. In this session we will explore these biases, how they might be hurting, us, our team and our organization and what we can do to create new neural pathways and combat unconscious bias.

Current Year Developments, Recurring Problems, and Planning Ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2020 individual income tax return preparation and planning. As time permits, we will also review the major areas of individual income taxation to fine-tune practitioners for “Tax Season.”

Using a combination of humor and examples, we will focus on tax developments that affect 2020 income tax return preparation and 2020 income tax planning for businesses. As time permits, we will also review the major areas of income taxation of businesses to fine tune practitioners for tax season.

Course Material Includes:

• 600+ page manual containing a discussion of most major areas of business-related income taxation.
• Where applicable, a segment in each chapter of relevant changes and latest developments under recent tax legislation.
• Checklist of business-related tax provisions expiring and/or recently expired.
• Checklist of business-related developments first effective in 2020.

If you are the owner, leader, or manager of an organization who wants to see your business consistently run better and grow faster, Bill Sheridan and EOS can help you and your team simplify, clarify, and achieve your vision. A recognized speaker, Bill’s interactive style and real-world insight makes this a must-see event for growth-oriented entrepreneurs everywhere. Attendees will walk away focused, clear on priorities and issues, healthier as a leadership team, and using tools that help them gain more traction. Don’t let the company run you – get a grip on your business.

What causes an otherwise intelligent person – a person who knows the difference between right and wrong – to make a choice that will negatively impact themselves and their organization? You’ll find out in this fascinating presentation on human values and ethics. With a unique perspective gained from his own past experience, Chuck sheds new light on why we do what we do and how to influence behavior.

Most ethics presentations and training programs focus on compliance and legal issues—as if ethical choices are either legal or not. The reality is, ethical choices have far more impact on a company long before the issue of “legal or illegal” comes into play. While your Ethics Code of Conduct might meet all the standards required, the missing piece for most companies is the ability to help management and employees understand the human dynamic associated with conduct management.

It’s time to take ethics training in a different direction. No longer is a four hour compliance speech going to change behavior! Chuck will pull back the curtain to reveal the truth about ethical behavior and how we shape a new direction in ethical leadership.

In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2020 tax return preparation and 2020 tax planning for individuals, corporations, and non-corporate businesses.

This course includes a 200+ page reference manual. The seminar is designed to update participants concerning 2020 tax developments emphasizing practical solutions to problems and tax planning opportunities.

coming soon

Bankruptcy isn’t a four letter word, in fact it can serve as a life line for a business that is struggling to stay above water. But how can you avoid filing even when everyone says that’s what you should do? Strategies and tactics for avoiding the bankruptcy option will be covered in this course, along with mastering the methodology to survive and even thrive. In order to best illustrate the steps to take, this course uses a case study approach.

In an age when word-of-mouth has become weaponized, traditional marketing approaches to brand and reputation are no longer sufficient. This course educates business leaders on the changing market conditions of our Experience Economy, where experience-led brands have begun to dominate. It features an introduction to customer experience, employee experience, and intentional culture management, use cases, and metrics.