When

Tuesday October 27, 2015 from 8:00 AM to 5:00 PM EDT
Add to Calendar 

Contact

Sarah Turner, Marketing Coordinator 
Bernard Robinson & Company, LLP 
(336) 232-4422 
sturner@brccpa.com 

Where

Starmount Forest Country Club, Greensboro, NC 
1 Sam Snead Drive
Greensboro, NC 27410
 

 
Driving Directions 

BRC Financial Symposium - Greensboro

Choose the date and Triad location that works best for you this year!  In addition to Greensboro, our event will be held in Winston-Salem on Tuesday, November 3, 2015.
 
Join us for an information-packed day of relevant content for financial executives delivered by engaging presenters enabling you to:
  • review the current and likely future economic status of our region
  • review tax changes implemented and underway 
  • assess your risk for an IRS audit and prepare in the event of one
  • determine ways to help secure your organization against fraud and cyber attacks
  • and much more!
Due to limited seating, register today at the link below. Also, be sure to forward this invitation along to a peer you haven't seen in a while to reconnect at the Symposium. Up to 8 hours of CPE credits are available. $45 -breakfast, lunch, and snacks included.
 
Continuing Professional Education Information:
Field(s) of Study: Business Management; Economics; Auditing; Tax
Instruction Delivery Method: Group-Live
Prerequisites: None
Preparation: None
Program Level: Overview

8:00-8:50 a.m.
State of the City: Greensboro, NC
By Dr. Keith Debbage, Professor, UNC-Greensboro 

How is Greensboro’s economy recovering in terms of wages and housing prices? Is Greensboro’s poverty level rising or falling? Dr. Keith Debbage, a Professor of Geography and Coleman Entrepreneurship Fellow at UNC-Greensboro discusses these things and more in the annual “State of the City” Report funded by the Greensboro Partnership.

 

9:00-9:50 a.m.
Tax Update
By Tim Hooks, CPA, Partner, Bernard Robinson & Company

 Tim Hooks will review current year federal and NC law changes, including new Affordable Care Act required forms, bonus depreciation and section 179 limits, and sun-setting of credits/deductions. 

 

10:00-10:50 a.m. 
Efficiencies and Trends in Financial Departments of Privately Held Companies
By Courtney Coker, CPA, Senior Manager, Bernard Robinson & Company

Does the thought of preparing for year end and your upcoming audit or financial service seem daunting or overwhelming? This presentation will cover several of the most efficient and effective ways to be prepared for your CPA and will also touch on some of the trends we are seeing in financial departments. 

11:00-11:50 a.m.
Economic Influences in Business Planning
By Dr. Andy Brod, Senior Research Fellow, UNC-Greensboro

Dr. Andrew Brod is a Senior Research Fellow in the Center for Business and Economic Research at UNC-Greensboro’s Bryan School of Business and Economics. He will provide a broad overview of national and state economics, as well as insights into the financial recovery from the “Great Recession.”


12:00-12:50 p.m. LUNCH

1:00-1:50 p.m.   
 
How to Keep Your Closely Held Business Legally Compliant
Panel Discussion:  Nicole Crawford, J.D., Brooks Pierce, Marc Isaacson, J.D., Isaacson Isaacson Sheridan Fountain & Leftwhich, Vaughn Ramsey, J.D., Tuggle Duggins 


You will have the opportunity to take part in a panel discussion with three leaders from local law firms to discuss the important
 operating and financial procedures you should be regularly following and the legal and monetary risks you face if not.

2:00-2:50 p.m.
What Will the Union Square Campus Mean to the Triad Region?
By Ed Kitchen, VP/COO, Bryan Foundation 

Local leader Ed Kitchen will explain the impact of the Union Square Campus, a collaboration project between area college and universities and Cone Health, to train nurses and other health care professionals. The Union Square Campus will help educate more people for fast-growing and well-paying medical jobs and the shared campus will reduce the need for duplicate facilities across local college campuses.

3:00-3:50 p.m.
IRS Audits-Minimizing Risk and Best Preparation

By Genie Petrangeli, CPA, Senior Manager, and
Ashley Khan, CPA, Senior Manager,
Bernard Robinson & Company

Do you own a rental property that generates losses on a continuous basis? Are you a self-employed individual who has a large amount of business expenses in proportion to your income? Do you have a bank account in a foreign country and you’re unsure of the requirements to report it to the IRS? Join us to discuss these tax scenarios and others which may raise a red flag with the IRS and cause you to be a target of an IRS tax audit. Ashley Khan and Genie Petrangeli will present the latest “hot” topics on the IRS’s radar for audits, describe the various types of audits and what to expect during the audit process.

4:00-4:50 p.m.
Fraud Update 
By Kyle Corum, CPA, CFE, Senior Manager,

and Casey Cox, CPA, IT Support Specialist,
Bernard Robinson & Company

Kyle Corum and Casey Cox will present a fraud update examining how fraud can happen in an organization and how it can be discovered or mitigated.

 

 ***********************************************************************************

Continuing Professional Education Information: 

Bernard Robinson & Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

 

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.

For questions or concerns regarding Continuing Professional Education, course content, delivery, timeliness or accuracy of CPE, refund, complaint and/or program cancellation policies for this event, contact Sarah Turner at sturner@brccpa.com or 336.232.4422.

 ***********************************************************************************

 

 



Connect with us on   Like us on Facebook    Follow us on Twitter    View our profile on LinkedIn