Business & Industry Conference Simulcast

Although 77% of Americans now use social media (and 3 billion people worldwide), satisfaction with it is at an all-time low, scoring in the bottom five of all 46 industries surveyed by the American Customer Satisfaction Index and last of all e-businesses. The prevalence of advertising, privacy concerns and lack of relevancy of posts from true friends are the leading causes of dissatisfaction. In fact, 44% of young adults between the ages of 18–29 deleted Facebook in the last year. 

But, people still love and find value in certain aspects of social media, such as keeping up with family and friends (the #1 thing they like about social media) and staying up-to-date with relevant current events and news. So, where does that leave the future of social media?

Blockchain and cryptocurrency are very likely here to stay; however, because of their technical complexity, few people understand what they actually are. In this session, we will peel back the curtain on blockchain and cryptocurrency to provide the foundational knowledge needed to parse all of the crypto-related news, enable your own independent research and consider how it might impact the future.

The role of a family business in wealth creation for high net worth families is well known. Less understood is the role it plays in wealth management. The unique risk and return profile of a family business influences portfolio management in similar but decidedly different ways than human capital does for the mass affluent client. Grounded in best practices from pension fund management, we will create a framework for analyzing the role of the family business in an intelligible and intuitive way that clients can understand and wealth managers can implement.

For mass affluent clients without family businesses, the single most valuable asset is a different form of human capital — their lifelong earnings. As a large, undiversified and illiquid asset, it too dramatically influences a client’s optimal portfolio allocation. This session outlines the major characteristics of a mass affluent investor’s human capital, demonstrates its profound impact on optimal portfolio construction and outlines methods for wealth managers to create customized portfolios in this profound context. You’ll also develop the intuition and implications of related concepts for tax-efficient asset management.

Understand the results of the 2019 legislative session and their impact on conformity and how the Tax Cuts & Jobs Act is affecting your state and your business.

Learn all about the current trends in the employer marketplace as well as creative solutions and ideas to help you build and sustain your organization’s plan. Gain an understanding of how to use evidence-based practices to obtain high performance employee benefit programs and ultimately become a destination employer.

What strategies should investors be considering this year in light of the increased market volatility? Will the U.S. economy continue its multi-year expansion, or will trade and policy issues cause the U.S. to enter a recession? Discuss trends and obtain information that is timely and beneficial for investors to consider.

Technology continues to revolutionize how we work, and those who ignore this fact do so at their own peril. To remain successful, today’s busy professional must stay on top of technology trends, identify and implement optimal solutions, and seize opportunities as they materialize. This fast-paced session covers technology spending trends, software licensing issues and strategies, leading-edge hardware, mobile strategies, cloud strategies, and major security issues and concerns. 

Learn how the Supreme Court decision has changed when and where your company may be subject to sales taxes (and other taxes) and find out what taxpayers should be doing to be compliant and mitigate risk. This session will also provide a state and local tax update on recent developments.

Microsoft Office 365 continues to grow and evolve, yet most subscribers are utilizing only a fraction of the tools available in their subscriptions. Powerful resources such as SharePoint Online and Skype for Business can change how your entire organization communicates and collaborates, while more personal apps such as Teams, Planner, Flow and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 means that your organization can take advantage of all these features in a highly secure environment.

Sure, Office 365 provides access to familiar applications, such as Excel, Word and Outlook, but isn’t it time you learned how to move beyond these tools and unleash all the power your subscription has to offer? For example, wouldn’t you like to learn how you can collaborate with other users in real-time on Excel spreadsheets, Word documents and even PowerPoint presentations? If you are interested in making the most of your Office 365 investment, make plans to join us in this fast-paced and highly-interactive seminar where you will learn the things you need to know to be truly successful with Office 365.

Sustainable family businesses are hard to find; however, we are lucky to have one headquartered in-state in Goochland. Founded in 1923, Luck Companies grew into a leader in the rock quarry industry. Today they remain a top-performing company focusing not only on their product but also on their values and employees.  

During this session, two members of the Luck Companies — Chief Financial Officer Roy Goodman and Chief Family Officer Wanda Ortwine — will share how they have maintained a solid business foundation and have adapted with the changing environment.  

CPAs must stay abreast of current developments, and this session well help you gain a quick understanding of the top issues in financial accounting and disclosures. Executives, managers and others responsible for accounting and reporting will benefit from this overview of the most important recent pronouncements and hot topics impacting financial reporting. Walk away with knowledge of the most important guidance affecting your business.