View the conference program here. Inside the conference program you will find the conference schedule, a map of the venue with conference room locations, general conference and venue information, and news about upcoming FTL events.
Register for courses here or by downloading the Handbid app to your phone and search for “Future Tax Leaders” or “2019 Future Tax Leaders Auction and Classes”. Once in FTL’s event page, scroll to the Class Day 1 and Class Day 2 tabs, on the right and select the courses you’d like to attend.
Click on the course title to access course details. Links to speaker bios and other pages can be accessed in the course pages.
| Title | Speakers | Field of Study | Level | CPE | CLE (applied for) |
|---|---|---|---|---|---|
| Bitcoin Technology and Tax | ▪ Joni Johnson-Powe, Director, DuCharme, McMillen & Associates ▪ Mark Barr, Tax Manager, CBIZ | Taxes | Basic | 1.0 | 1.0 |
| Buy-Side Merger & Acquisition Pitfalls to Avoid | Jack Allgood, Retired Partner, ACM | Taxes | Intermediate | 1.0 | 1.0 |
| Cannabis Tax Update | Nick Richards, Partner, Dill Dill Carr Stonbraker & Hutchings P.C. | Taxes | Intermediate | 1.0 | 1.0 |
| Colorado State Board of Accountancy Statutes, Rules and Regulations (CO R&R) | Rebecca Campbell, CPE Director, Colorado Society of CPAs | Regulatory Ethics | Basic | 2.0 | |
| Colorado: An Example of Post-Wayfair Complications | Mary Jo Zuelsdorf, State And Local Tax Manager, CBIZ | Taxes | Intermediate | 1.0 | 1.0 |
| Effective Leadership & Building Successful Teams | ▪ Rex Rolf, President, Executive Coach, Cornerstone Performance Group, LLC ▪ RJ Banat, CFO, Jagged Mountain Craft Brewery | Personnel / HR | Basic | 1.0 | |
| Evolution of the CFO and the Impact on the Tax Function | ▪ Tim Gentry, CFO, Liberty Doors and Windows ▪ Tim Mathis, VP Tax, Sunnova Energy Corp. | Business Management & Organization | Basic | 1.0 | |
| Excel Tips and Tricks | ▪ Ashby Walters, Executive Director, TaxForward ▪ Ben Johnson, Independent Consultant | Specialized Knowledge and Applications | Intermediate | 1.0 | |
| Executive Compensation - Impact of New Laws on Planning and Existing Plans | ▪ Ali Nardali, Partner, K&L Gates ▪ Amanda Hines, Of Counsel, Morrison Foerster | Taxes | Intermediate | 1.0 | 1.0 |
| Federal Incentives Update (R&D credit and more) | Jamie Overberg, Partner, TaxOpsMin | Taxes | Intermediate | 1.0 | 1.0 |
| Financial Reporting & Audit | Jill Schulz, Audit – Senior Manager, Grant Thornton LLP | Regulatory Ethics | Basic | 1.0 | 1.0 |
| Firm management - Best practices | Jody Padar, CEO, New Vision CPA Group | Business Management & Organization | Basic | 1.0 | 1.0 |
| Innovation & the Future of Tax | ▪ Anwar Pandit, S Tax Assoc, Hewlett-Packard Inc ▪ Chris Becze, Partner, Tax, Armanino ▪ Jay McCauley, Managing Director, Oxford Tax Recruiting ▪ Mike Abramovitz, Executive Director Global Tax, Director Finance Operations & Assistant Secretary, Vectrus ▪ Tim Mathis, VP Tax, Sunnova Energy Corp. | Business Management & Organization | Basic | 1.0 | |
| IRS & State Tax Audits - Best Practices | ▪ Debbie Murray, Associate Director, Avitus Group, Inc. ▪ Janet Fanska, Independent Consultant ▪ Judy Vorndran, Partner, TaxOps ▪ Mary Jo Zuelsdorf, SALT Manager, CBIZ ▪ Olena Ruth, Associate, Merriam Law Firm, P.C. | Regulatory Ethics | Basic | 1.0 | 1.0 |
| IRS & State Tax Controversy | Olena Ruth, Associate, Merriam Law Firm, P.C. | Regulatory Ethics | Basic | 1.0 | 1.0 |
| M&A SALT Considerations - Direct and Indirect Taxes | Jeanette Tolar, Sr. Tax Manager, Plante Moran | Taxes | Intermediate | 1.0 | 1.0 |
| Mergers & Acquisitions Best Practices | ▪ Mark Barr, Tax Manager, CBIZ ▪ Mike Abramovitz, Executive Director Global Tax, Director Finance Operations & Assistant Secretary, Vectrus ▪ Tim Gentry, CFO, Liberty Doors and Windows ▪ Tim Mathis, VP Tax, Sunnova Energy Corp. | Taxes | Intermediate | 1.0 | 1.0 |
| Networking and Self-Marketing Tips and Tricks | ▪ Bill Decker, Founder and Managing Director, Partners International Inc ▪ Chris Becze, Partner, Tax, Armanino ▪ Diane Yetter, Founder, Sales Tax Institute ▪ Rex Rolf, President, Executive Coach, Cornerstone Performance Group, LLC ▪ Tami Rash, Tax Director, Experis US, Inc. | Communications | Basic | 1.0 | |
| Opportunity Zones Intro & Update | Adam Cohen, Tax Partner, Holland & Hart | Taxes | Basic | 1.0 | 1.0 |
| Overcoming Adversity Utilizing The 3 Keys for Success In Any Business | Gary Barnes, Keynote Speaker, Gary Barnes International, Inc. | Personal Development | Basic | 1.0 | |
| Protecting Client Data (and Your Practice!) | Josh Seedig, Director, Risk Advisory Services, Experis US, Inc. | Regulatory Ethics | Basic | 1.0 | 1.0 |
| Putting the Section 199A Deduction to Work | Steve Barkmeier, Director of Tax, WhippleWood CPAs | Taxes | Intermediate | 1.0 | 1.0 |
| Sales Secrets - 7 Tips for Closing Deals | Bill Decker, Founder and Managing Director, Partners International Inc | Marketing | Basic | 1.0 | |
| Saying No: Setting Boundaries and Expectations | ▪ Amanda Hines, Of Counsel, Morrison Foerster ▪ Chris Becze, Partner, Tax, Armanino ▪ Debbie Murray, Assoc. Director, Avitus Group, Inc. ▪ Tim Gentry, CFO, Liberty Doors and Windows | Personal Development | Basic | 1.0 | |
| Start-Up Dos and Don'ts (including tax and financial considerations) - Part I | ▪ Brenda Sherrodd, Owner/Consultant, Tech Solutions for Accounting ▪ Diane Yetter, Founder, Sales Tax Institute ▪ Gregory Clifton, Chair & Associate Professor of Accounting, Metropolitan State University Denver ▪ Jay McCauley, Managing Director, Oxford Tax Recruiting ▪ RJ Banat, CFO, Jagged Mountain Craft Brewery | Business Management & Organization | Basic | 1.0 | 1.0 |
| Start-Up Dos and Don'ts (including tax and financial considerations) - Part II | ▪ Ali Nardali, Partner, K&L Gates ▪ Jeff Porter - Handbid, CEO, Handbid ▪ John Howard, CEO, Junk Genius Franchise Systems ▪ Joni Johnson-Powe, Director, DuCharme, McMillen & Associates ▪ Scott Stevenson, Director, Tax Services, Avitus Group, Inc. | Business Management & Organization | Basic | 1.0 | 1.0 |
| State Income Tax Update | ▪ Judy Vorndran, Partner, TaxOps ▪ Stacey Roberts, State and Local Tax Director, TaxOps | Taxes | Basic | 1.0 | 1.0 |
| State Tax Update - Indirect Taxes | Dave Alexander, Head of Experis Center of Expertise, Experis US, Inc. | Taxes | Basic | 1.0 | 1.0 |
| Succession & Transition Planning | ▪ Ashby Walters, Executive Director, TaxForward ▪ Ben Johnson, Independent Consultant ▪ Jack Allgood, Retired Partner, ACM | Personnel / HR | Basic | 1.0 | 1.0 |
| Supercharge the Path to Success by Practicing Everyday Innovation | Jody Padar, CEO, New Vision CPA Group | Personal Development | Basic | 1.0 | |
| Taking Risks in 2020 (and Hoping to Get Caught!) | Luke Wyckoff, Chief Visionary Officer, Social Media Energy | Marketing | Basic | 1.0 | |
| Technology that Adds Value | ▪ Blair Crisman, Tax Director, PwC ▪ Weston Smith, Manager, PwC | Business Management & Organization | Intermediate | 1.0 | |
| The 3 Ps Behind Effective Teams: Policies, Procedures, and Protocols | ▪ Ben Johnson, Independent Consultant ▪ Dave Alexander, Senior Technical Manager - Indirect Tax Services, Experis US, Inc. ▪ Diane Yetter, Founder, Sales Tax Institute ▪ Jay Levinson, Senior Manager, Grant Thornton LLP | Business Management & Organization | Basic | 1.0 | |
| Thrive in Tax: Finding Your Passion and the Skills You Need to Succeed | Diane Yetter, Founder, Sales Tax Institute | Personal Development | Basic | 1.0 | |
| Time Management - Embracing the P.I.N.O.T. System (TM) | Gary Barnes, Keynote Speaker, Gary Barnes International, Inc. | Production | Basic | 1.0 | 1.0 |
| Tools and Techniques to Automate Processes | ▪ Alexander Korzhen, SALT Tax Manager, TaxOps ▪ Ashby Walters, Executive Director, TaxForward ▪ Brenda Sherrodd, Owner/Consultant, Tech Solutions for Accounting ▪ Jeanette Tolar, Sr. Tax Manager, Plante Moran ▪ Joni Johnson-Powe, Director, DuCharme, McMillen & Associates ▪ Judy Vorndran, Partner, TaxOps | Business Management & Organization | Basic | 1.0 |