WAA Annual Convention

Date

September 17, 2023 - September 19, 2023

Seminar Rates

Members:

$425
$500 after 9/5

Non Members:

$500
$575 after 9/5

Location:

Madison Marriott West

1313 John Q Hammons Drive
Middleton, WI 53562

Rate $142  608-831-2000

Rooms must be reserved by 8/26/2023

Please ask for rooms reserved for WI Association of Accountants

CPE - 8 Credits Tax, 4 Accounting, 2 Ethics

2023 WAA Annual Convention

Click here to Register

Please join us at our 68^th annual convention for the Wisconsin Association of Accountants!!

• September 17, 18 & 19th, 2023
• Madison Marriott West, 1313 John Q Hammons Drive, Middleton, WI  53562
• Register online at waainc.org by September 5, 2023
• Call 888-745-2032 for room reservations and ask for the Wisconsin Association of Accountants block
• The Wisconsin Association of Accountants group rate is $142-Standard Room
• Rooms must by reserved by Saturday August 26th, 2023
• CPE credits possible- 2 ethics, 4 accounting (non tax) and 8 tax
• There is not a full spousal program this year.  Spousal option includes Sunday Bus Ride and Dinner Buffet, two continental breakfasts and Monday night banquet.

Join us as we kick off our 2023 annual convention with a scenic bus ride through Dane and Green Counties.  We will board the bus at 12:00pm at the Madison Marriott West Hotel for a fun filled day enjoying the beautiful countryside as we visit a brewery, a distillery and  winery along the way. One stop will be at Bailey's Run in New Glarus.  It is a winery with a whiskey distillery.  They have outdoor music and is always a good time. We will return to the Madison Marriott West Hotel around 5:30 to enjoy a dinner buffet.  After dinner, join us back in the hospitality suite. 

We have excellent CPE lined up for the convention.  Monday's seminars are IT Security and Written Information Security Plans by Kevin McDaniel and Ethics by Nickolas Schiavo.  Tuesday's seminar is TaxSpeaker's Best of Tax Planning and Retirement Ideas for Individuals presented by Bob Jennings.  The business meeting will be held on Monday at 3:00pm.  Monday evening will be the Installation Banquet with a cash bar at 6:00pm followed by dinner at 7:00pm and the installation of officers at 8:00pm.  The hospitality room will be open after all the evening events with the WAA providing your favorite beverages.  Bring a snack to share!!!

I am excited about Monday's seminar featuring IT Security and Written Information Security Plans by Kevin McDaniel.  After serving in various executive roles within the manufacturing industry, Mr. McDaniel transitioned into his current Information Technology career.  Twenty-eight years later, his storied career includes 15 years working for two of Madison’s Fortune 500 companies, and 13 years running IT Strategies Group, through which he has aided some of the largest school systems in the country, four (4) Fortune 100, eleven (11) Fortune 500 companies, large and small non-profits, a number of local municipalities, worked within six (6) different branches of the federal government and thousands of small to medium sized businesses (SMB).  Mr. McDaniel’s areas of expertise are:

• Helping organizations develop, implement, and internalize security programs that are right sized for the organization’s size, regulatory exposure, and risk tolerance. This may include obtaining SOC2, ISO27001, HiTrust, HIPPA and / or Written Information Security Programs (WISP) certification(s).
• Assessing an organization’s current capability (what functions does the current environment provide both from a security and a functional operational perspective).  Helping the organization understand the gaps between what they currently have, and what is needed relative to security and general IT best practices.
• Assessing an organization’s ability to recover in the event of a disaster or cyber event.  Creating net new or improving existing capabilities to give our client their best chance to positive outcomes. 

Presentation Outline-IT Security and Written Information Security Plans

• Introduction:  Kevin McDaniel, IT Strategies Group and Ted Bleifuss
• What is Information Technology Security? Confidentiality, Integrity & Availability (CIA)
• The Threat Landscape for Today’s Business (What are the Main Threats)
• The Anatomy of a Phishing Attack
• The Anatomy of a IoT Attack
• The
  • Lack of Situational Awareness
  • Phishing
  • Malware
  • Ransomware
  • Spyware
  • Password Reuse
  • Unpatched or Poorly Configured Device
  • Indiscriminate Use of Mobile Data
  • Data Leakage viaSocial Media
  • Accidental Disclosure / Loss
  • The Myth of “I am too Small to Be Targeted”.
  • Now That You Know The Scope of the Threat, What is a WISP?
    • Definition of a WISP (Written Information Security Program)
    • What Makes Up a WISP Program (Minimum)
      • Security Areas To Be Addressed
        • Designated Person Responsible for WISP
        • Assessing & Identifying Security Risks
        • Policies that Govern the Storage, Access & Transportation of PI (Personal Information)
        • Setting Disciplinary Measures for Violations of WISP
        • Remove Access to Terminated Employees
        • Manage 3^rd Party Vendors Security Practices
        • Restrict Access, both physically and digitally to records
        • Monitor WISP Controls for effectiveness & Manage / Adjust
        • Document Security Incidents
    • Technical Requirements for WISP
      
      • Secure User Credentials
      • Restrict PII information to need-to-know
      • Encrypt all data in-flight and at rest
      • Automated Monitoring to Ensure Compliance to WISP Controls
      • Presence of Firewall Rules, Security Patching of Devices, Anti-Virus and Anti-Malware utilities
      • Initial, Then Ongoing IT Security Training of Staff & Testing
    • Walk Through of a WISP Audit 

Tuesday’s Seminar will be given by Bob Jennings on The Best 2023 Tax Planning and Retirement ideas for Individuals. 

Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance. Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2022 and 2023 Congressional and IRS changes, too! Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented. 

Consider participating in the entire convention.  You will not only understand more about the organization, but you get to interact on a social level with your peers.  The more active I have become in the organization, the more friends I have made and the more networking connections I have.  I am sure you will find it very rewarding personally and professionally.

 Click here to Register