Annual Conference (Virtual)
16.00 Credits
Member Price $351.00
Price will increase by $39 after 11/29
Non-Member Price $500.00
Overview
Please note, there is a $50 transfer fee if you move your attendance from virtual to in person or vice versa after Dec. 6.
December 11, 2025
8:00 – 8:50 Current Landscape of the Private Equity Market - Alastair MacDonald
8:50 – 9:00 Change Break
9:00 – 9:50 Update on AI in Accounting – David Wood, Ph.D - BYU
9:50 – 10 :00 Refreshment Break
10:00 – 10:50 From Compliance to Competitive Edge: What’s Next in HR for High-Performing Companies – Cassie Whitlock - Diversify
10:50 – 11:00 Change Break
11:00 – 12:00 Private Issue Life Insurance/Retirement – Jeff Sikachio
12:00 – 1:00 Lunch
12:30 – 1:00 UACPA Update Dan Frei, CPA – UACPA President
1:00 – 1:05 Change Break
1:05 – 1:55 Estate Planning - Michael Blackburn, CPA - Blackburn & Stoll
1:05 – 1:55 Outsourcing – Chandu Nagarajan – Madras Accountancy
1:55 – 2:00 Change Break
2:00 – 2:50 IRS Cases & Rulings – Gail Anger, CPA
2:00 – 2:50 TBD
2:50 – 3:00 Refreshment Break
3:00 – 4:00 Economic Update – Robert Spendlove – Zions Bank
December 12, 2025
8:00 – 8:50 Professional Issues Update – Jan Lewis, CPA - AICPA
8:50 – 9:00 Change Break
9:00 – 9:50 Using Data in Occupational Fraud Investigations – Leah Wietholter, CPA – Workman Forensics
9:50 – 10 :00 Refreshment Break
10:00 – 10:50 Accounting & Auditing Update – Joe Strain, CPA - PwC
10:50 – 11:00 Change Break
11:00 – 12:00 Ethics – Justin Paperny – White Collar Advise
12:00 – 1:00 Lunch
12:30 – 1:00 Legislative Update – Ryan & Craig Peterson – UACPA Lobbyists
1:00 – 1:05 Change Break
1:05 – 1:55 Federal Budget Deficit – David Walker – Former U.S. Comptroller General
1:55 – 2:00 Change Break
2:00 – 2:50 Breaking The Mold: New Pathways for Tomorrow’s CPAs Panel – Nate Swart – University of Utah, Melissa Larson – BYU, James Hansen – Weber State University, Paul Campbell - USU
2:50 – 3:00 Refreshment Break
3:00 – 4:00 TBD
Objectives
- Tyler Allen
- Keith Andrews - Bear River Mutual Insurance Company (Murray, 84157)
- Rhondda Bagley - Associated Food Stores, Inc (Salt Lake City, 84119)
- Melissa Bishop - Young Living Essential Oils (Lehi, 84043)
- Roger Cox - Fetzer's Inc (WEST VALLEY CITY, 84118)
- Spencer Doman
- Bradley Forsberg - Associated Food Stores, Inc. (Salt Lake City, 84119)
- Nicole Huston
- John Larsen - Jordan School District (West Jordan, 84084)
- Matthew Musil
- Layne Peterson - Peterson Shafer Inc (Orem, 84097)
- Eric Teel - Deseret News Publishing Company (Salt Lake City, 84101)
- Daniel Womack - Sallie Mae Bank (Salt Lake City, 84101)
Non-Member Price $500.00
Member Price $351.00