Spring Member Appreciation Day: CAF Edition
Overview
Earn complimentary CPE at MOCPA's Spring Member Appreciation Day: CAF Edition! These sponsored sessions are designed for members in corporate accounting and finance, this event delivers valuable insights in a convenient virtual event. Featuring timely topics and practical strategies, the agenda is built to support your professional growth and continued success in the CAF space.
This event will have a total of four 50-minute sessions providing 1 CPE credit each. You will be registered for every session, attend the ones you want or attend them all! Click on the Agenda tab to see course descriptions.
Event Overview:
8:30am – 9:20am – Cash Flow Is a Leadership Problem, Not a Reporting Problem Presented by: The CFO Project
10-minute break
9:30am – 10:20am – The Lifecycle of Real Estate Tax From Cost Segregation to 1245x, Presented by: CSA Partners
10-minute break
10:30am – 11:20am – Cybersecurity Essentials for CPAs and Financial Advisors, Presented by: IP Services
10-minute break
11:30am – 12:20pm – Prompt Strategy for Tax: Reliable Answers Without Trial-and-Error, Presented by: Wolters Kluwer
Designed For
CPAs, Accountants, Financial Experts
Notice
Thank you to our event sponsors:
Thursday, May 14
General Session
- Cash Flow Is a Leadership Problem, Not a Reporting Problem
Dyanna Salcedo, The CFO ProjectDyanna Salcedo
Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army. Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.
Most finance teams are drowning in dashboards and data but still can't answer the question "are we going to be okay?" This session reframes cash flow as an active leadership discipline, not a passive reporting function. We cover why better reports don't equal better outcomes, what consistent cash flow leadership actually looks like as a system, and how finance leaders can move from reactive firefighting to proactive, repeatable cash flow management.
This session is available to registrants and their guests
General Session
- The Lifecycle of Real Estate Tax From Cost Segregation to 1245x
Chris GonzalezChris Gonzalez
Christopher Gonzalez is an Account Executive at CSA Partners, bringing a strong track record in strategic sales and market expansion. He holds a Strategic Account Management Certification from the Miller Heiman Group.
Prior to CSA Partners, Christopher was a top-performing Account Executive at LiveView Technologies (LVT), where he generated over $1.5 million in annual recurring revenue and opened new markets. He also led high-performing sales teams at Podium and Vivint, consistently surpassing quotas. Christopher is a member of the National Association of Realtors and has earned accolades such as LVT’s “Step It Up” Award and Podium’s President’s Club.
This presentation provides a concise overview of how property owners can strategically reduce tax liability at every stage of real estate ownership. It explores the fundamentals of cost segregation studies and §1245 exchange (1245x) strategies, highlighting how accelerated depreciation and asset reclassification can unlock immediate cash flow benefits. Attendees will gain insight into timing considerations, compliance requirements, and how to integrate these tools into acquisition, ownership, and disposition planning to maximize after-tax returns.
This session is available to registrants and their guests
General Session
- Cybersecurity Essentials for CPAs and Financial Advisors: Practical Guidance from VisibleOps Cybersecurity
Scott AlldridgeScott Alldridge
Scott Alldridge is the CEO of IP Services and holds an M.B.A. in Cybersecurity and is a Certified Chief Information Security Officer (CCISO), CISSP, ITIL Certified expert, and Harvard Certified in Technology and Privacy, AI Certified and has been recognized as a nationally renowned expert. Scott is a distinguished leader with over 30 years of experience in IT management and cybersecurity, specializing in protecting critical IT systems that businesses rely on today. As the CEO of IP Services, Scott has played a pivotal role in delivering advanced managed IT and cybersecurity solutions across various industries. His strategic use of the TotalControl™ framework aligns technology investments with business goals, ensuring enhanced security, operational excellence, and resilience.
Cybersecurity is no longer just a technology issue—it’s a business issue that needs “emergency status” Best practices with cybersecurity is paramount for financial stability, compliance, and business continuity cybersecurity is now a high risk issue that impacts firms of every size. As trusted advisors, CPAs and Financial Advisors are increasingly on the front lines, guiding clients through risks that can directly affect their bottom line, reputation, and regulatory standing. In this engaging session, Amazon bestselling author Scott Alldridge will share insights from his book VisibleOps Cybersecurity, weaving the “Golden Thread” of cybersecurity through real-world stories, case studies, and practical frameworks. You’ll gain a clear understanding of the current state of cybersecurity threats, regulatory pressures, and evolving risks across industries. More importantly, you’ll leave with practical, plain-English guidance that you can apply immediately to strengthen both your firm’s security posture and your advisory role with clients.
Credits: 1 - Information Technology - Technical
This session is available to registrants and their guests
General Session
- Prompt Strategy for Tax: Reliable Answers Without Trial-and-Error
Nate JonesNate Jones
Nate Jones is a Lead Product Manager with Wolters Kluwer and is in Grand Rapids Michigan. He spent over 15 years in tax in public accounting with experience working with in the private equity firms, global manufacturers, global construction companies, and other large privately held businesses.
Mr. Jones began working in product management while in public accounting and worked on accounting firm service delivery platforms to increase efficiency and job satisfaction for the hard-working people in public accounting. He holds a patent for a machine learning system for summarizing tax documents with non-structured portions.
Today Mr. Jones works as a Lead Product Manager in the Research & Advisory division of Wolters Kluwer and focuses on creating excellent experiences in CCH AnswerConnect for corporations and large accounting firms. Prior to joining Wolters Kluwer, Mr. Jones served as the Vice President of Product at K1x, Inc. and as a Managing Director of Tax Products at Crowe LLP.
Prompt engineering is evolving into prompt strategy. This session teaches corporate tax professionals how to design structured prompts and workflows that deliver accurate, defensible outputs. We’ll cover reusable templates, verification steps, and when to use domain-specific models, plus practical examples tied to current mandates.
Learning Objectives:
Apply structured prompt frameworks for tax research and compliance tasks.
Use verification prompts to improve accuracy and traceability.
Determine when to use domain-specific AI models for high-risk queries.
This session is available to registrants and their guests
Non-Member Price $245.00
Member Price $0.00