Join us for a jam-packed day of learning and networking, food and drink, including Vermont craft beer-tasting, and plenty of laughs. Maybe you'll win an iPad or Amazon gift card during the social hour!
Highlights: please note that the speaker line-up may change with the move from May to September. We are working on re-booking the speakers listed below.
90 Minutes with Sue Smith - Susan Smith, CPA (Our #1 Rated Discussion Leader!) - Sue manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills.
Embezzlement and Nonprofit Governance in Vermont - Don Keelan, CPA - The Vermont CPA profession needs to become more proactive in preventing embezzlements in Vermont. At the same time provide more assistance with governance, financial understanding and internal controls to the Vermont nonprofit sector. The time has come to move off the sidelines. For three years, 1957 to 1960, Don Keelan served on the United States Marine Corps Silent Drill Team and with the Marine security detail for President Eisenhower at the Newport, R.I. Summer White House and the Presidential Retreat, Camp David, Maryland.
In 1964, Don graduated Pace University in NYC and spent the next six years on the audit staff of Arthur Andersen & Co.. This was followed by two decades with Baker Firestone, a major New York City area real estate developer. During his time in New York, Don served 11 years as an adjunct professor of Federal Tax Law, at Marist College.
For over fifty five years Don has served the nonprofit community as an auditor, volunteer, advisor, trustee, board chair and donor. During those years of service he has witnessed the operations of small and large size organizations that performed well and some not so well.
Don and his wife Verrall, moved to Arlington, Vermont, in 1988, and for the next 23 years operated a bed and breakfast inn and an antique center. During that time, Don continued to practice as CPA (retired in 2017) and in 2003, became a bi-weekly columnist for several Vermont news media sources---Bennington Banner, the Manchester Journal and in 2010, VTDigger and True North Reports in 2017. Along the way, Don published two historical fiction novels, The Secret of Camp David (1994) and Conspiracy on the Hudson (2014) and in 2002, Robert Todd Lincoln’s Hildene, and How It Was Saved. His fourth book, Observations of Nonprofit Organizations, was published in 2019.
Employment Law Update - Alexandra H. Clauss, Esq. - Alexa is an attorney and shareholder at Primmer Piper Eggleston & Cramer PC, providing employers throughout the region with practical advice on employment law compliance and human resources issues. Alexa’s practice is focused on counseling businesses on best practices and laws affecting the workplace, advising on matters related to hiring, worker classification, performance counseling, termination, accommodations, wage and hour, and leaves of absence. She conducts investigations related to employee misconduct, discrimination, harassment, and retaliation and represents employers facing audits or complaints before state and federal government agencies. Alexa also drafts and reviews employee handbooks, policies, and agreements. She is frequently called upon by clients and local organizations to speak on a variety of HR topics and changes in employment legislation. She is admitted to practice law in Vermont, New Hampshire, and California.
Vermont's Current and Future Economic Landscape - Mathew Barewicz - Mat is the Economic & Labor Market Information Chief for the Vermont Department of Labor. He has 14 years of professional experience as an economist across both the public and private sector. Additionally, he has provided economic instruction at the collegiate level. Prior to his work in economics, he was employed in the brokerage industry as an equity trader. Mathew graduated from the University of Vermont with a double major in economics and French. He earned his master’s degree in economics from San Diego State University. In his free time, Mathew supports music and the arts.
2020 Legislative Wrap-Up - Jamie Feehan - Jamie Feehan brings more than 15 years of experience working before the Vermont General Assembly to his work on behalf of clients. In that time, he has built a reputation for non-partisan, honest work, bolstered by a thorough understanding of the legislative process. Jamie is known for his ability to develop legislative and administrative action plans, then implement all aspects of those plans, including grass roots and grass tops mobilization.
How to Zap the Gap between Generations in the Workplace - Meagan Johnson -Generational Expert, Speaker and Author, Meagan Johnson was born 1970. She speaks to audiences all over the world on how they can motivate and manage different generations in the workforce. She’s a bright, funny delightfully obnoxious Generational Humorist!
Our generations and the gaps that separate them are in constant flux, what worked last year probably won’t work today. Anybody still using their VCR? What seemed like a perfect solution yesterday is the source of tomorrow’s problem. You really need to get all those home movies put on disc! … Wait! I mean Digital Storage. Oh No! I mean The Cloud!
The workplace is NOT what it used to be. The global marketplace has become a myriad of different generations. What people want from an employer; their expectations of corporate benefits, organizational culture and motivation to do what’s best for business differs from generation to generation. Your challenge is to figure out how to communicate successfully with the individual generations to achieve financial success, personal growth and enriched company morale.The potential for collision, conflict and confusion between the generations has never been greater and the chasm is growing wider every day we ignore the problem. Stop complaining about the generational differences and learn from Meagan Johnson what you can do right now to make the most of all the generations!
Craft beer tasting ~ Vendor Exhibits ~ Ipad and Amazon Gift Card Doorprizes!
Our Annual Meeting Fee is All-Inclusive: 8 CPE Hours, Country Breakfast, Luncheon, Refreshment Breaks, VT craft beer tasting, and Networking Social Hour with Open Bar and heavy hors d'oeuvres.
A limited number of overnight rooms will be available at Kimpton Taconic Hotel. Overnight room rates are under negotiation at this time.