Great Lakes 2023 Annual Meeting
Holiday Inn Madison at the American Center
5109 W Terrace Dr
Madison, WI 53718
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!
AGENDA
| Thursday, June 22, 2023 | |
| 8:00 am – 12:30 pm | Registration |
| Pre-Session | |
| 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:
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| 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
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| 1:35 pm – 2:25 pm | Labor Shortage / H2A Program (CPE = 1 Business Management & Organization credit) Heather Bustle, Work Visa Specialist - Growmark Learning Objectives:
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| 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
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| 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
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| 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:
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| 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:
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| 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.
REGISTRATION
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)
Guests
$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)
REGISTER ONLINE
HOTEL
Holiday Inn at the American Center, 5109 W. Terrace Dr., Madison, WI 53718
Room Rate $107 per night plus tax
HOTEL BOOKING LINK
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: www.nasbaregistry.org.
