Annual CLA CPE Day/Technical Update

  • 10/24/2017
  • North Canton, OH
  • Hosting Speaking

Please join us for a full day of learning where we will discuss topics such as cybercrime trends, portfolio construction, elder care asset protection, and tax and accounting updates.

Who should attend

CFO’s, controllers, accounting/financial managers, internal auditors, compliance officers, business owners, and other decision makers.

At the end of this session, you will be able to:

  • Describe the new Accounting Standard Updates issued in 2017 and other new accounting trends and requirements
  • List ways to address the emerging threat of Cyber Crime; identify security weaknesses; describe actions to minimize hacker threats within your organization
  • Identify the best practices in portfolio construction for non-profits and individuals
  • Apply the concepts of strategic capital planning in developing the organization’s or individual’s outcomes (goal) based target returns
  • Apply the concepts of risk budgeting
  • Describe the challenges of capturing data for an efficient close process; discuss how to best utilize your current systems
  • Discuss new opportunities with automation; outline reporting best practices
  • Discuss changes to the financial statements reporting model
  • Identify the impact of newly issued standards on your organization
  • Explore tools and resources available to begin the implementation of the financial statements reporting model
  • Gain knowledge of tax law changes occurring over the past year; summarize recent pronouncements and changes to accounting rules
  • Identify potential opportunities for tax incentives and credits within your business that may have previously been overlooked
  • Obtain a better understanding of how to structure operations in order to promote better tax efficiency
  • Determine potential changes in the tax law that may provide opportunities going forward
  • Recognize some of the more recent S Corporation issues
  • Identify potential planning opportunities for small business owners
  • Identify how to help your clients protect at least 50% of their assets from the cost of the Nursing Home by taking advantage of Veterans and Medicaid Benefits, even after someone has entered a nursing home
  • Articulate proper application of Ohio municipal tax rules related to income and withholding tax
  • Describe Ohio sales/use tax rules, Ohio individual tax rules and pending legislation


7:45 – 8:15 a.m. — Continental breakfast and registration

8:15 – 8:20 a.m. — Welcome

8:20 – 9:20 a.m. — Audit and Accounting Update

9:20 – 10:20 a.m. — Ransomware Threat: Keeping Your Network Secure

10:20 – 10:30 a.m. — Break

10:30 – 11:30 a.m. — Re-Thinking Portfolio Construction

11:30 a.m. – 12:20 p.m. — Lunch

12:20 – 2:30 p.m. — Nonprofit breakout sessions

  • 12:20 – 1:10 p.m. — Challenges of an Efficient Close Process and Automation Opportunities: A Roundtable Discussion
  • 1:10 – 2:30 p.m. — Nonprofit Implementation of FASB Financial Reporting Standards

12:20 – 2:30 p.m. — For profit breakout sessions

  • 12:20 – 1:10 p.m. - Federal Tax Update
  • 1:10 – 2:00 p.m. - Frequently Overlooked Tax Opportunities and Incentives
  • 2:00 – 2:30 p.m. - Hot Topics for S Corporations and Small Business Owners

2:30 – 2:40 p.m. — Break

2:40 – 3:30 p.m. — Elder Care Asset Protection: What Every Advisor Needs to Know

3:30 – 4:20 p.m. — State and Local Tax Update

4:20 p.m. — Closing remarks

Please register by October 13, 2017.


  • Daniele Caserta, Manager
  • Jeff Grater, Senior Associate
  • Jim Barton, Manager, Information Security Services
  • Mark Griffin, Principal, CliftonLarsonAllen Wealth Advisors, LLC
  • Anthony T. Wey, Director
  • Christy Erb, Manager
  • Jennifer Grossman, Director,
  • Kyle Bowers, Senior Associate
  • Dave Groves, Principal
  • Ben Seeley, Manager
  • Bradley Yant, Manager
  • Tim Moore, Partner, Bixler/Moore LLC
  • Theresa Mullen, Manager



For more information:

  • Cheryl Pasheilich
  • Operations Director