Membership Appreciation Day

Overview

Membership Appreciation Day

Wednesday, Oct. 22
8 a.m.
8 hours of CPE
Free

Mark Your Calendar for October 22!

Join us for 8 FREE hours of virtual CPE as a thank-you for being a valued UACPA member. This is your opportunity to sharpen your skills, stay updated on critical topics, and earn valuable credits — at no cost to you.
Don’t miss out on this exclusive member benefit. Register today and invest in your professional growth!

9 – 9:50
Thriving in a PE World: The People-Skills Playbook for CPAs
Justina Brown @ Baysora
Nearly two out of three new CFO roles today are in private equity–backed companies. But whether you’re working inside a PE-backed firm or serving clients and stakeholders elsewhere, the same truth applies: technical skills aren’t enough. In this session, Baysora’s Justina Brown shares the people-skills playbook every CPA needs to navigate high-stakes conversations, build trust, and thrive in a world shaped by both PE.

10 – 10:50
A CPAs Liability Issues and Ethical Dilemmas Facing CPA Firms: What are the Current Issues and How Best to Address Them?
Duncan Will @ CAMICO
CAMICO, the nation’s largest CPA-directed professional liability insurance program for accountants, thoroughly understands the profession and has designed this session to equip CPAs with the “latest and greatest” risk management measures to minimize liability exposure for today’s risks. 
This presentation will highlight risks facing CPAs performing advisory services, tax, audit, review, compilation and even preparation of financial statements. Topics will include Employee Retention Credit, beneficial ownership reporting requirements under the Corporate Transparency Act, and more. In addition, this presentation will offer lessons learned from CAMICO’s decades-long history defending CPAs from claims, explore potential jury implications, and provide important dos and don’ts to protect CPAs and their clients. Applying the risk management tips shared in this presentation should help minimize professional liability risk associated with practicing public accounting given the profession’s current challenges. 

11 – 11:50
The Importance of Cashflow to Survive Uncertainty
Bruce Hrovat LiaFi CEO/President

In today’s unpredictable economic climate, one truth stands out: cashflow is not just a metric—it’s your business’s lifeline. During our virtual session we will discuss why mastering cashflow is more critical than ever, especially for businesses earning approximately $1 million annually.
It is understandable that entrepreneurs focus primarily on revenue and profit, but what often gets overlooked is timing—when money comes in versus when it needs to go out. This mismatch is where even profitable businesses can run into trouble. Our discussion will center on, what I think, is a forgotten reality: a small business can be profitable on paper and still run out of cash.

12:20 – 1:10
The Importance of Cashflow to Survive Uncertainty
Adam Lean @ The CFO Project
This course provides accounting professionals with a structured approach to understanding and delivering CFO advisory services to small business clients. The session emphasizes practical application, covering how to identify client needs, structure service offerings, and communicate value beyond compliance work. By the end of the course, learners will have a clear framework for implementing CFO services within their firm, enabling them to move from transactional work to strategic advisory while maintaining professional and ethical standards.

1:20 – 2:10
“Capital Gains Tax Mitigation Solutions & The OBBBA”
Greg McEwin 1031 Investment Real Estate
A presentation covering Capital Gains Tax Mitigation Solutions for clients contemplating the disposition or sale of any significantly appreciated asset, primarily real estate, but extends to all asset types such as the sale of businesses, partnerships, executive equity grants, public or private stocks, cryptocurrency, bonds, etc.

2:20 – 3:10
Maximizing Real Estate Tax Savings: A Lifecycle Approach for CPAs & Clients
Chris Gonzalez with CSA 

This course provides a technical deep dive into real estate tax planning strategies designed to strengthen compliance and maximize client outcomes. Key topics include acquisition planning with cost segregation studies, managing asset hold periods for improvements, and optimizing disposition through Property Acquisition Disposition (PAD) strategies and §1245 exchanges to achieve permanent tax savings. In addition, the course will highlight the latest legislative updates under the “Big Beautiful Bill” and their direct impact on real estate taxation.