Great Lakes 2023 Annual Meeting

June 22, 2023 8:00am - June 23, 2023 5:00pm ET
Location Information:
Holiday Inn Madison at the American Center
5109 W Terrace Dr
Madison, WI 53718
Contact Information:
(937) 222-6707

Attend Virtually or In-Person

Come and be a part of the Annual Meeting of the Great Lakes Chapter, taking place on June 22-23, 2023! Knock it out of the park with an exciting two-day event filled with insightful technical programming, valuable networking opportunities, and an unforgettable experience at the Madison Mallards Baseball Game!

Attending a Chapter Event offers numerous advantages in the professional realm. These events provide a platform for vibrant discussions, the chance to establish valuable connections, and the opportunity to enhance your technical expertise.

Join us in the Duck Pond!


Thursday, June 22, 2023
8:00 am – 12:30 pm Registration
6:00 am – 9:00 am Continental Breakfast (Included with Wednesday night stay for Attendees and Family)
9:00 am – 9:10 am Introductions
9:10 am – 11:00 am OPTIONAL SESSION – Valuations for Mergers & Acquisitions / Insurance Issues
(CPE = 2 Business Management & Organization credits)
Tyler Walsh, CPA/ABV, ARA – Crown Appraisals, Inc.
Jeff Berg, ARA, ASA – Crown Appraisals, Inc.
Learning Objectives:
  • Consolidation in Agribusiness and Economic Drivers
  • Appraisal Methodology Basics
  • Market Value of the Going Concern / Intangible Assets
  • Insurance Issues and Valuation
11:00 am – 12:30 pm Lunch (No Lunch Provided, participants are on their own)
General Session
12:30 pm – 12:45 pm Opening Remarks and Early Bird Drawing
12:45 pm – 1:35 pm

Cash Flow Management and Fraud Considerations
(CPE = 1 Finance)
Michael Delucia, Fraud Officer - CoBank
John Burke, Fraud Officer - CoBank
Learning Objectives:

  • Understand how to utilize banking security features available
  • How to maintain internal controls around cash with limited personnel
  • Effective ways to maximize yields on cash deposits
1:35 pm – 2:25 pm Labor Shortage / H2A Program
(CPE = 1 Business Management & Organization credit)
Heather Bustle, Work Visa Specialist - Growmark
Learning Objectives:
  • Understand complexities in current regulatory environment
  • Threats and opportunities for program
  • How to evaluate if the H2A program makes sense for your organization
2:25 pm – 2:50 pm Break and Drawing
2:50 pm – 3:40 pm Regulatory Update
(CPE = 1 Business Law credit)
Tom Bressner – Wisconsin Agribusiness Association
Learning Objectives
  • Evaluate current ‘state of affairs’
  • Understand current head and tailwinds of challenges and opportunity
  • Understand the safety programs available today and regulations surrounding safety in the workplace
3:40 pm – 5:00 pm Business Meetings and Late Bird Drawing
Thursday Evening Social Event:
5:30 pm – 10:00 pm Social (Attendees and Family)
Madison Mallards baseball game
2920 Sherman Avenue, Madison, WI 53704

Shuttle provided (departs at 5:30 pm to game; pickup at game is at 9:30 pm) Food and drinks included at ball game
Friday, June 23, 2023
6:00 am – 9:00 am Continental Breakfast (Included with Thursday night stay for Attendees and Family)
General Session
8:00 am – 8:30 am Business Meetings (continued) and Early Bird Drawing
8:30 am – 9:30 am Staying Compliant with Changing Cyber Insurance Coverage
(CPE = 1 Information Technology credit)
Jeff Mosley, Manager, Information Security - Growmark
Matt Thomson, Director – Cyber Liability - M3 Insurance
Learning Objectives
  • Learn basics of how cyber coverage works
  • Explore pitfalls of coverage and how to prevent them
  • Mitigate risks with implementation and security measures
9:30 am – 10:20 am Accounting and Tax Update
(CPE =1, .5 Accounting Credit and .5 Tax credit)
Mark Juedes, CPA, Principal - CliftonLarsonAllen LLP
Rebecca Smith, CPA, National Cooperative Director - CliftonLarsonAllen LLP
Jared Kempel, CPA, Manager – Baker Tilly
Learning Objectives:
  • Understand new regulatory tax updates
  • Comprehend new accounting standards
  • Calculate the potential impacts of changes in standards to your organizations financial statements and overall tax position
10:20 am – 10:40 am Break and Drawing
10:40 am – 11:30 am Economic Outlook
(CPE = 1 Economics)
Brian Earnest, Knowledge Exchange Division - CoBank
Learning Objectives:
  • Understand head and tailwinds in macro environment
  • Analysis into micro environment trends
  • Correlate economic trends with opportunities in agriculture and the overall economy
11:30 am – 11:40 am Closing Remarks, Late Bird Drawing, & Adjourn

Note: Ernie Potter will be hosting a hospitality suite on Wednesday evening from 7-11 pm and Thursday evening following our event until 11 pm.  All attendees and their guests/children are invited.  This is a non-alcoholic hospitality suite, with 5 different kinds of homemade cookies, some with nuts and others without nuts, by his wife Barb.  Everything is individually wrapped.  They will have plenty of pop & bottled water to consume.  An email will be sent to registered attendees Wednesday afternoon/early evening with Ernie’s room number.


NSAC Member (In-Person or Virtually)
- $210 - General Session: 6 hours of CPE on Thursday afternoon and Friday Morning
- $80 – Optional Early Bird Session: 2 hrs CPE (Thursday Morning)
Retiree Rate (In-Person or Virtually)
- $130 – 6 hours of CPE on Thursday afternoon and Friday Morning
- $35 – Optional Early Bird Session: 2 hrs CPE (Thursday Morning)
Non-NSAC Member (In-Person or Virtually)
- $390 - 6 hours of CPE on Thursday afternoon and Friday Morning
(Includes one-year NSAC membership)
- $80 – Optional Early Bird Session (Thursday Morning)
$50 – Spouse/Guest & Children over 12
$25 – Children 2-12

Networking Event: Thursday night at Mallards Baseball Game in Madison
(Included in registration)
- First Pitch 6:05 PM
- All you can eat and drink
- Duck Blind Club Seating
- Bus provided to and from the game (hotel pickup and dropoff)

Holiday Inn at the American Center, 5109 W. Terrace Dr., Madison, WI 53718
Room Rate $107 per night plus tax

The deadline to reserve your hotel room is May 22, 2023

CPE Credits
The National Society of Accountants for Cooperatives (NSAC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor (#103068) 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 addressed to the National Registry of CPE Sponsors through its website: