2019 Conference Courses

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.

TitleSpeakersField of StudyLevelCPECLE (applied for)
Bitcoin Technology and Tax▪ Joni Johnson-Powe, Director, DuCharme, McMillen & Associates
▪ Mark Barr, Tax Manager, CBIZ
TaxesBasic1.01.0
Buy-Side Merger & Acquisition Pitfalls to AvoidJack Allgood, Retired Partner, ACMTaxesIntermediate1.01.0
Cannabis Tax UpdateNick Richards, Partner, Dill Dill Carr Stonbraker & Hutchings P.C.TaxesIntermediate1.01.0
Colorado State Board of Accountancy Statutes, Rules and Regulations (CO R&R)Rebecca Campbell, CPE Director, Colorado Society of CPAsRegulatory EthicsBasic2.0
Colorado: An Example of Post-Wayfair ComplicationsMary Jo Zuelsdorf, State And Local Tax Manager, CBIZTaxesIntermediate1.01.0
Effective Leadership & Building Successful Teams▪ Rex Rolf, President, Executive Coach, Cornerstone Performance Group, LLC
▪ RJ Banat, CFO, Jagged Mountain Craft Brewery
Personnel / HRBasic1.0
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 & OrganizationBasic1.0
Excel Tips and Tricks▪ Ashby Walters, Executive Director, TaxForward
▪ Ben Johnson, Independent Consultant
Specialized Knowledge and ApplicationsIntermediate1.0
Executive Compensation - Impact of New Laws on Planning and Existing Plans▪ Ali Nardali, Partner, K&L Gates
▪ Amanda Hines, Of Counsel, Morrison Foerster
TaxesIntermediate1.01.0
Federal Incentives Update (R&D credit and more)Jamie Overberg, Partner, TaxOpsMinTaxesIntermediate1.01.0
Financial Reporting & AuditJill Schulz, Audit – Senior Manager, Grant Thornton LLPRegulatory EthicsBasic1.01.0
Firm management - Best practicesJody Padar, CEO, New Vision CPA GroupBusiness Management & OrganizationBasic1.01.0
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 & OrganizationBasic1.0
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 EthicsBasic1.01.0
IRS & State Tax ControversyOlena Ruth, Associate, Merriam Law Firm, P.C.Regulatory EthicsBasic1.01.0
M&A SALT Considerations - Direct and Indirect TaxesJeanette Tolar, Sr. Tax Manager, Plante MoranTaxesIntermediate1.01.0
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.
TaxesIntermediate1.01.0
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.
CommunicationsBasic1.0
Opportunity Zones Intro & UpdateAdam Cohen, Tax Partner, Holland & HartTaxesBasic1.01.0
Overcoming Adversity Utilizing The 3 Keys for Success In Any BusinessGary Barnes, Keynote Speaker, Gary Barnes International, Inc.Personal DevelopmentBasic1.0
Protecting Client Data (and Your Practice!)Josh Seedig, Director, Risk Advisory Services, Experis US, Inc.Regulatory EthicsBasic1.01.0
Putting the Section 199A Deduction to WorkSteve Barkmeier, Director of Tax, WhippleWood CPAsTaxesIntermediate1.01.0
Sales Secrets - 7 Tips for Closing DealsBill Decker, Founder and Managing Director, Partners International IncMarketingBasic1.0
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 DevelopmentBasic1.0
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 & OrganizationBasic1.01.0
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 & OrganizationBasic1.01.0
State Income Tax Update▪ Judy Vorndran, Partner, TaxOps
▪ Stacey Roberts, State and Local Tax Director, TaxOps
TaxesBasic1.01.0
State Tax Update - Indirect TaxesDave Alexander, Head of Experis Center of Expertise, Experis US, Inc.TaxesBasic1.01.0
Succession & Transition Planning▪ Ashby Walters, Executive Director, TaxForward
▪ Ben Johnson, Independent Consultant
▪ Jack Allgood, Retired Partner, ACM
Personnel / HRBasic1.01.0
Supercharge the Path to Success by Practicing Everyday InnovationJody Padar, CEO, New Vision CPA GroupPersonal DevelopmentBasic1.0
Taking Risks in 2020 (and Hoping to Get Caught!)Luke Wyckoff, Chief Visionary Officer, Social Media EnergyMarketingBasic1.0
Technology that Adds Value▪ Blair Crisman, Tax Director, PwC
▪ Weston Smith, Manager, PwC
Business Management & OrganizationIntermediate1.0
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 & OrganizationBasic1.0
Thrive in Tax: Finding Your Passion and the Skills You Need to SucceedDiane Yetter, Founder, Sales Tax InstitutePersonal DevelopmentBasic1.0
Time Management - Embracing the P.I.N.O.T. System (TM)Gary Barnes, Keynote Speaker, Gary Barnes International, Inc.ProductionBasic1.01.0
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 & OrganizationBasic1.0