MBAC+ Elevate Virtual (June 23-24, 2026)

Management & Business Advisers Conference - 16 hours of CPE

June 23-24, 2026, 8:00 am-4:30 pm  |  Online  |  KSCPA

Members: $649.00, Non-members: $849.00

Interest Areas: Business and Industry, Budgeting, Controllership, Ethics, Financial Reporting/Analysis, Leadership Development, Cybersecurity, Technology, Business Taxation, Finance, Federal Taxation, Management Accounting, Personal Development, Taxation

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Description

In Partnership with the Minnesota Society of CPAS

Step into bigger thinking at MBAC+. Where finance leaders tackle strategy, leadership and what’s next. Walk away with forecasting insights, AI use cases, risk strategies and actionable ideas. Did we mention 16 CPE? Just in time for the deadline.

Hurry! Early birds save through June 5.

Who Should Attend?

Senior-level finance professionals, CPAs, and business leaders looking for technical updates, leadership insights, and strategic business advice.

Course Objectives

  • Lead Through Change: Develop strategies for navigating organizational change and increasing professional agility.
  • Modernize Technical Skills: Implement Excel time-savers and explore AI governance.
  • Enhance Financial Strategy: Improve budgeting and forecasting techniques.
  • Address Emerging Risks & Regulations: Gain updates on 2026 FASB standards, Minnesota employment law, and cybersecurity.
  • Strengthen Ethics & Leadership: Apply critical thinking to avoid ethical dilemmas and enhance leadership presence. 

Agenda

Day 1: Tuesday, June 23

8-9 a.m.

G1. Lead Through Change: Uncertain Times Demand More Certain Leaders

Juan Bendana

Personal Development - Non-Technical (1)

9-9:15 a.m.

Break

9:15-10:30 a.m.

H1. Budgeting and Forecasting Strategies for Today’s World

David Peters

Finance - Technical (1.5)

H2. Cybersecurity Risk and AI Governance: Navigating Digital Risk in an AI Driven World

Christian Linhardt, Kyler Martz

Information Technology -
Technical
(1.5)

H3. Software Showcase:
Financial Close and Consolidation Automation

Tommy Stephens

Computer Software & Applications - Non-Technical (1.5)

10:30-10:45 a.m.

Break

10:45 a.m.-Noon

I1. Building Successful Business Partnerships: Managing Supplier Relationships

David Peters

Finance - Technical (1.5)

I2. Minnesota Employment Law, Risk & Reality for 2026: The Hidden Financial Impact

Carrie Krautkramer, Amy Toppen

Business Law - Technical (1.5)

I3. Excel: Good-Bye Time Wasters, Hello Time Savers

Tommy Stephens

Computer Software & Applications - Non-Technical (1.5)

Noon-12:40 p.m.

Break

12:40-1:55 p.m.

J1. Economic Update: First Brood

Anirban Basu

Economics - Technical (1.5)

1:55-2:10 p.m.

Break

2:10-3:25 p.m.

K1. Federal Tax Update:
Key Developments Affecting Businesses

Allison McLeod

Taxes - Technical (1.5)

K2. Session TBD

K3. Microsoft Copilot for Accounting and Financial Professionals

Tommy Stephens

Information Technology -
Technical
(1.5)

3:25-3:40 p.m.

Break

3:40-4:30 p.m.

L1. Ethical Leadership: Building an Ethical Culture

Clare Levison

Behavioral Ethics - Non-Technical (1)

L2. Internal Audit and Internal Control: Building a Unified Framework for Accountability

Joshua Botnen

Auditing - Technical (1)

L3. Advanced Topics in Power BI

Tommy Stephens

Information Technology - Technical (1)

Day 2: Wednesday, June 24

8-9 a.m.

M1. When Generations Connect

Phil Gwoke

Personal Development - Non-Technical (1)

9-9:15 a.m.

Break

9:15-10:30 a.m.

N1. Future in Focus: 5 Trends Reshaping Finance in 2026

Leah Donti

Finance - Technical (1.5)

N2. Accounting for the
Gig Economy

Christopher Harper

Accounting - Technical (1.5)

N3. Session TBD

 

10:30-10:45 a.m.

Break

10:45 a.m.-Noon

O1. The Crucial Role of Key Performance Indicators

Leah Donti

Management Services - Technical (1.5)

O2. Internal Controls That Fit: A SOX-Inspired Framework for Small Organizations

Jacob Taylor

Auditing - Technical (1.5)

O3. AI Architecture for SMB Controllers and CFOs

Donny Shimamoto

Information Technology -
Technical
(1.5)

Noon-12:40 p.m.

Break

12:40-1:55 p.m.

P1. FASB in Focus: What's Effective in 2026

Leah Donti

Accounting - Technical (1.5)

P2. How to Use Data and Facts to Influence Decision-Making

Bret Hood

Communications and Marketing -
Non-Technical
(1.5)

P3. AI Governance for SMBs

Donny Shimamoto

Information Technology -
Technical
(1.5)

1:55-2:10 p.m.

Break

2:10-3 p.m.

Q1. Managing the Sales and Use Tax Function: Risks, Opportunities and Compliance

Muthuraman Periakaruppan

Taxes - Technical (1)

Q2. Borderless Internal Audit: How to Scale Coverage With Co Sourcing and Offshore Teams – Without Sacrificing Quality

Matt Behan, Jacob Leite, Erin Sells

Personnel/Human Resources -
Non-Technical
(1)

Q3. Talk This Way: Communication Skills for Accountants

Christopher Harper

Communications and Marketing -
Non-Technical
(1)

3-3:15 p.m.

Break

3:15-4:30 p.m.

R1. The Invisible Facade: Enhancing Critical Thinking Skills to Prevent and Detect Hidden Ethical Dilemmas

Bret Hood

Behavioral Ethics - Non-Technical (1.5)

 

Prerequisites

None