REST 2024 Schedule, Course Descriptions, and Speakers

The following is the schedule for REST 2024, which includes the course description and speaker for each presentation.  To learn more about our speakers, please read their biographies.  A map of The Peppermill Resort Spa Casino’s 2nd Floor convention and meeting facilities is located at the end of the schedule, or can be accessed here .


Wednesday, February 21, 2024


5:30 PM To 7:00 PM:  Early Registration & Socializing, The Hospitality Suite, Room T1724


Thursday, February 22, 2024


7:30 AM to 8:00 AM:  Registration & Hot Breakfast Buffet, Naples Ballrooms 1 & 2, 3 & 4


8:00 AM to 11:40 AM:  

Track A – Accounting & Auditing:  Joanna Kardys-Stone (bio) , Naples Ballrooms 1 & 2

GAAP Updates and Other Pronouncements 2024 (4 CPE Hours)

  • 2023 FASB’s completed projects and what they mean to you. – Leases, credit losses, others.
  • FASB’s ongoing projects to watch out for.
  • Digital assets accounting.
  • Sustainability reporting developments.

Track B – Management & Leadership:  Lawrence Dodd (bio) , Naples Ballrooms 3 & 4

Driving Excellence by Mastering the Art of Developing People (4 CPE Hours)

  • Spot potential in people that others miss.
  • Invest your time and efforts to produce the greatest returns.
  • Develop today’s talent into tomorrow’s breakthroughs.
  • Mature your relationships with key team members to drive strategic outcomes.

11:45 AM to 1:15 PM:  Hot Lunch Buffet with Spencer Horn (bio) , Flexible Authenticity (1 CPE Hour), Naples Ballrooms 6 & 7


1:20 PM to 5:00 PM:

Track A – Accounting & Auditing:  Drummond Kahn (bio) , Naples Ballrooms 1 & 2

Efficient Auditing and Internal Control (4 CPE Hours)

  • Time-tested tips to make audit planning, fieldwork, and reporting more efficient.
  • Techniques to speed and improve audits at every stage.
  • How internal controls can be monitored and strengthened, further adding value to our organizations.

Track B – Management & Leadership:  Spencer Horn (bio) , Naples Ballrooms 3 & 4

Delegation with Impact (4 CPE Hours)

  • Learn how to take charge of your busy day.
  • Understand how our own emotions and the emotions of others affect our decision-making.
  • Develop the listening skills necessary to make better decisions.
  • Learn effective delegation versus abdication or control.
  • Learn conflict management techniques.
  • Begin to learn and practice proven coaching techniques.
  • Understand how your conditioned behavior impacts delegation and what to do about it.

For this class, please complete the following survey prior to attending:  https://www.my.pdpworks.com/surveyLink/PK6V4GAX.  Thank you for your participation.


5:30 PM to 7:00 PM:  Socializing in The Hospitality Suite, Room T1724


Friday, February 23, 2024


7:30 AM to 8:00 AM:  Registration & Hot Breakfast Buffet, Naples Ballrooms 1 & 2, 3 & 4


8:00 AM to 11:40 AM:

Track A – Accounting & Auditing:  Kenny Kang (bio) , Naples Ballrooms 1 & 2

Preventing Occupational Fraud & Abuse (4 CPE Hours)

  • Learn the latest trends in fraud.
  • Highlights of the 2022 Report to the Nations.
  • What are the behavior red flags of a fraud perpetrator.
  • Develop a profile of a fraud perpetrator.
  • An overview of fraud risk assessment.

Track B – Management & Leadership:  Ryan Nelson (bio) , Naples Ballrooms 3 & 4

Employment Law Compliance Update 2024 (4 CPE Hours)

  • Paid leave.
  • Pregnancy accommodations.
  • Religious accommodations.
  • Minimum wage.
  • Exempt/non-exempt status.
  • Labor relations (severance agreements, elections, employee handbook policies).
  • Pay transparency, and more!

11:45 AM to 1:15 PM:  Hot Lunch Buffet with Richard Seaman (bio) , Living Intentionally (1 CPE Hour), Naples Ballrooms 6 & 7


1:20 PM to 5:00 PM:

Track A – Accounting & Auditing:  Michael Bosma (bio) , Naples Ballrooms 1 & 2

Federal & State Tax Update 2024 – Personal & Corporate (4 CPE Hours)                                              

  • Review of changes that will impact your 2023 filing season.
  • Refresher course on common oversights in tax preparation.
  • Review of 2023 Tax Court and Circuit Court cases and what you need to know.
  • Discuss how to manage 87,000 new IRS agents hitting the audit trail.
  • Review states pass through entity elections and how they help manage Federal tax burden for small business owners.
  • Discuss tax compliance alternatives using technology.

Track B – Management & Leadership:  Richard Seaman (bio) , Naples Ballrooms 3 & 4

Conflict Resolution in the Workplace: Dealing with Difficult Supervisors or Staff (4 CPE Hours)

  • The 5 basic conflict resolution styles.
  • Personal favorite or “Go-To” style.
  • Where and how to use all 5.
  • Reading other’s styles.
  • Addressing or matching your style to other’s style(s).

5:30 PM to 7:00 PM:  Socializing in The Hospitality Suite, Room T1724


Saturday, February 24, 2024


7:30 AM to 8:00 AM:  Registration & Hot Breakfast Buffet, Naples Ballrooms 6 & 7


8:00 AM to 11:40 AM:

Professional Ethics in Action (4 CPE Hours):  Jeanne Yamamura (bio) , Naples Ballrooms 6 & 7

  • Review recent and proposed regulatory changes in ethics guidance for CMAs and CPAs.
  • Discuss common ethical problem areas. 
  • Test your knowledge of common ethical requirements.
  • Provide update on other changes impacting CMAs and CPAs.

Qualifies for CMA’s annual ethics requirement and may meet part or all of the ethics renewal requirements for licensed CPAs.  Please review your own state’s requirements.


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SCHEDULE CHANGES
We reserve the right to change speakers when necessary and to cancel the program as appropriate with a minimum of one-week advance notice to registrants. Should cancellation occur, all registration fees will be refunded in full.