Microsoftteams Image 64 - Virtual Conference - Tri-Merit

Event Date Nov. 30th – Dec 1st, 2022

Virtual Icon - Virtual Conference - Tri-Merit

Sessions (CPE) 11:00 am – 6:15 pm (EST)

Microsoftteams Image 62 - Virtual Conference - Tri-Merit

Digital Cocktail Hour 6:15 pm – 7:30 pm (EST)

Sponsorship Opportunities Available!

DAY ONE

November 30, 2022

Randycrabtree 1 - Virtual Conference - Tri-Merit

11:00 AM – 11:10 AM

Welcome to The Unique CPA’s Virtual Conference!

Randy Crabtree | CPA, Tri-Merit Co-Founder, The Unique CPA Podcast Host

Randy Crabtree will start our virtual conference with introductions as well as an opening statement on why this conference is vital in reviewing the past two years of challenges, and how you can prepare for 2023. We will also use this time to highlight our Sponsor Showcase.

Microsoftteams Image 54 - Virtual Conference - Tri-Merit

11:15 AM – 12:15 PM

Train Your Brain for Success; Leadership, Personal Development, Mindset

Robb Zbierski | Author of “Train Your Brain For Success”, Speaker/Coach Freedom Personal Development

Jenniferwilson - Virtual Conference - Tri-Merit

12:25 PM – 1:25 PM

Becoming a Destination Workplace

Jennifer Wilson | CPA Profession Thought Leader – ConvergenceCoaching LLC, Author, Coach and Consultant

Ronbaker - Virtual Conference - Tri-Merit

2:45 PM – 3:45 PM

Time’s UP!: The Subscription Business Model for Accounting Firms

Ron Baker | Author, Educator, Radio Talk-Show Host, The Soul of Enterprise: Business in the Knowledge Economy 

Mitchellkopelman - Virtual Conference - Tri-Merit

3:55 PM – 4:55 PM

Emerging Topics in Blockchain and Cryptocurrency

Mitchell Kopelman | Aprio National Tax Practice Co-Leader, Technology and Blockchain Leader, Tax Partner

Michaelgoller - Virtual Conference - Tri-Merit

5:05 PM – 6:05 PM

Hot IRS Audit, Practice Procedure and Ethics Issues

Michael Goller | Reinhart Boerner Van Deuren s.c.

Microsoftteams Image 65 - Virtual Conference - Tri-Merit

6:15 PM – 7:30 PM

Digital Cocktail Hour

DAY TWO

December 1, 2022

Randycrabtree 1 - Virtual Conference - Tri-Merit

10:30 AM – 11:00 AM

Welcome!

Randy Crabtree | CPA, Tri-Merit Co-Founder, The Unique CPA Podcast Host

Randy Crabtree will kick off day two of our virtual conference with introductions as well as Sponsor Showcase.

Randyjohnston - Virtual Conference - Tri-Merit

11:15 AM – 12:30 PM

CPA Firm Technology for the Future

Randy Johnston | Executive Vice President, K2 Enterprises, CEO & Co-Founder Network Management Group, Inc.

Jimbrandenburg - Virtual Conference - Tri-Merit

12:40 PM – 1:40 PM

Coming Soon!

Jim Brandenburg | Tax Partner at Sikich LLP

Kristenrampe - Virtual Conference - Tri-Merit

3:00 PM – 4:15 PM

How to Bring In New Partners

Kristen Rampe | Consultant to CPA Firms, Rosenberg Associates

Jeremyclopton - Virtual Conference - Tri-Merit

4:25 PM – 5:25 PM

How to Overcome Capacity Challenges

Jeremy Clopton | Director, Upstream Academy Consultant, Speaker, Host of The Upstream Leader Podcast

Allankoltin - Virtual Conference - Tri-Merit

5:35 PM – 6:35 PM

Coming Soon

Allan Koltin | CEO, Koltin Consulting Group Inc.

Randycrabtree - Virtual Conference - Tri-Merit

6:35 PM – 6:45 PM

Closing Remarks

Randy Crabtree | CPA, Tri-Merit Co-Founder, The Unique CPA Podcast Host