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Business Planning Update

Wednesday, December 11, 2024
Freedom Hall, Lancaster Marriott & Convention Center
25 S. Queen Street, Lancaster
12:45 to 4:15 p.m. (Reception follows)

Preview the Agenda

Global Trends, Local Effects: Navigating Economic Change Post-Election
Presenter:
Brandon Adams, Managing Director, Investment Strategy, RKL Private Wealth

Join Brandon for a crucial update on the evolving economic forces shaping our world. Learn how local and global trends could directly impact you and your business, and gain perspective on potential economic shifts following the presidential election. Earn 1.0 Economics CPE credit. 

Attendees of this session will be able to

• Describe how various aspects of the economy are performing
• Identify the current sources of economic uncertainty

Employee Benefits & ERISA: Adapting to Regulatory Shifts     
Presenter:
Joanne Szupka CPA, Partner, Audit Services Group

The regulatory landscape for employee benefit plans is evolving. It's important to stay updated on recent legislative changes and regulatory updates that impact ERISA plans and their administration. By examining the practical implications of ERISA and adopting best practices, we can gain valuable insights to effectively prepare these plans for administration, annual audits, and reporting filings. Earn .5 Auditing CPE credit.

Attendees will be able to:

• Interpret upcoming SECURE 2.0 provisions  
• Comprehend regulatory changes to the use of forfeitures
• Implement best practices relating to fiduciary responsibilities
  

Ledgers and Machine Learning: The AI Revolution in Accounting
Presenter:
Dave Cieslak, CPA.CITP, CGMA, Chief Cloud Officer, RKL eSolutions

Accountants have been locked into cycles like monthly close, annual audits, quarterly tax filing, inventory cycle counts, and more throughout history, leading to after-the-fact visibility and assurance. This session explores how Artificial Intelligence (AI) is poised to break these periodic cycles, introducing a new era of continuous accounting, assurance, and insights. With advancements in automated transaction processing, real-time reporting, predictive analytics, and enhanced fraud detection, AI radically transforms the accounting landscape and, ultimately, how your business will be better served. Attendees will get the latest updates on how these AI-driven products and processes not only enhance efficiency and accuracy in reporting but also improve decision-making in your company’s finance and operations functions. Earn 1.0 Auditing CPE credit. 

Attendees will be able to:

• Recognize the fundamentals of AI in accounting and how it impacts your business
• Explore the benefits of AI for accounting processes
• Examine real-world applications of AI for businesses
  

Creating Value in Your Company for What's Next
Presenters:
Ryan Hurst, ASA, Partner, Business Consulting Services
Maureen Thomson, CPA, CVA, MAFF, Market Leader, Business Consulting Services 

As advisors for what’s next, the RKL team is dedicated to anticipating the opportunities and challenges that lie ahead for individuals and businesses. In the ever-evolving landscape of business, there's one strategy that stands out as universally beneficial: the commitment to creating value within your company.

During this discussion, you'll gain a deeper understanding of what truly drives company value. This session will cover key business value drivers, present strategies to elevate your business's worth and provide the various transition options to monetize or perpetuate your company’s value. Earn 1.0 Specialized Knowledge CPE credit. 

Attendees will be able to:

• Discover the benefits of focusing on value creation, which goes beyond income production
• Realize the significant cost of annual income tax minimization strategies
• Interpret the key value drivers for any family-owned or closely-held business
• Weigh transition options for business ownership, including the pros, cons, and necessary attributes for each