Luncheons & Events
Current and Past Events
SAAABA / AGA Tax Update
Carrie Hindmon of AHP will be joining us.
Carrie has over 23 years of public accounting experience, and in addition to her CPA, is a Certified Specialist in Estate Planning (CSEP). She focuses on various industries including closely held businesses, employee benefit plans, and services. Carrie specializes in tax pertaining to individuals, estates/ trusts, partnerships, s-corps, charitable planning, and does consulting for estate and trust planning. She is the firm’s executive in charge of the audit committee and leads the tax practice in AHP’s Okemos office.
Carrie joined AHP in 2003 as a senior accountant. She was promoted to manager and then senior manager before earning her position as partner in 2015.
Carrie is a graduate of Michigan State University with a Bachelor of Arts degree in accounting.
Carrie is a member of the American Institute of Certified Public Accountants (AICPA), Michigan Association of Certified Public Accountants (MICPA), and the Greater Lansing Estate Planning Council. She is a member of the MICPA State and Local Tax Task Force, on the Board of the American Red Cross Mid-Michigan Chapter and is the past-president of the Haslett-Okemos Rotary Club.
Where: Zoom (A link will be provided)
Cost:
Members: $5
Non-Members: $10
Reservations:
If you have questions or need to cancel, please contact a board member
Tuesday, January 19th
12:00 p.m. – 1 p.m.
Data Analytics for Accountants and Operations with Michael Bohanon
An experienced CFO/Controller/Consultant, Michael has worked in several industries and environments from manufacturing to non-profits. He has implemented over 100 information systems from accounting to complete ERP systems. For years, both as a user and as a consultant, Michael has designed extensive executive reporting and dashboards.
Additionally, Michael currently teaches at the University of Michigan and Eastern Michigan University. Previously, he taught at Baker College and Clearly University. A Certified Management Accountant (CMA) he has taught Financial and Managerial Accounting, Government Accounting, Auditing, Forensic Accounting, Information Systems Management and Business Program Solving.
Where: Zoom
Topic: Data Analytics for Accoutants and Operations **Qualifies for one-hour Other CPE credit**
Speaker: Michael Bohanon, CMA
President of Controllers Academy/My Company Controller
Time: 12:00 – 1:00 p.m.
Cost:
Members $5.00
Non-Members $10
Reservations:
If you have questions or need to cancel, please contact a board member
Thursday, November 19th, 2020
12:00 – 1:00 p.m.
SAAABA October Webinar
TOPIC:
Hope Network and Community Mental Health Financing in Michigan
**Qualifies for one-hour Other CPE credit**
SPEAKER:
Tim Becker, CPA
Chief Operating Officer of Hope Network
WHERE:
GoToWebinar
A link will be sent a few days prior to the event. Attendance questions will require responses in order to earn CPE.
TIME:
12:00 – 1:00 PM
COST:
Members: $5.00
Non-Members: $10.00
If you have questions or need to cancel, please contact a board member
NOTE: Cancellations must be made by Monday, October 19, 2020.
Otherwise, we will have to charge for your reservation ($5 for members and $10 for non-members).
Wednesday, October 21st, 2020
12:00 – 1:00 p.m.
SAAABA September Member Dinner
TOPIC:
Election Update
SPEAKER:
Bill Ballenger, The Ballenger Report
WHERE:
Hawk Island County Park
1601 E. Cavanaugh Rd
Lansing, MI 48910
TIME:
Dinner at 5:30 pm. Speaker at 6:00 pm
MENU:
Grand Traverse Pie Company
COST:
Members: FREE
Non-Members: $16.00
Parking will be paid for by SAAABA. Please tell attendant whether you are a resident or non-resident of Lansing upon entering.
If you have questions or need to cancel, please contact a board member
NOTE: Cancellations must be made by Friday, September 25, 2020.
Otherwise, we will have to charge for your reservation ($16 for non-members).
Tuesday, September 29, 2020
5:30 pm.
63rd Annual Business Seminar
**Qualifies for eight hours of CPE credit**
NOTE: Due to COVID-19 the seminar has been moved online using gotowebinar. Food will no longer be provided and the cost for the event has been reduced. Refunds for the difference in price will be issued to all those that have pre-paid for the event.
AGENDA:
8:00 am – 9:40 am
Forensic Accounting (A/A)
Sarah Jennings, CPA, CFE, CAE
Maner Costerisan
&
Bethany Verble, CPA, CFE
Maner Costerisan
Click to Download Presentation
Sarah joined Maner Costerisan in 2003. She currently serves as a principal in the firm’s Accounting and Outsourced Solutions department, leads Maner Costerisan’s fraud and forensics practice and is a member of Maner Costerisan’s nonprofit committee. Sarah oversees outsourced solutions engagements providing guidance and advisory services to client leadership and teams on financial analysis, projections and workflow. She has particular specialization performing fraud risk assessments and internal control process improvements for organizations across various industries.
Joining the firm in 2015, Bethany is a manager in the Audit Department. She earned her Bachelor of Science degree in Accounting and Fraud Investigation from Davenport University, where she graduated with honors in 2015. She was a member of Phi Theta Kappa honor society and the Student Accountants Association. Bethany earned her Certified Fraud Examination accreditation in 2017. She is a member of the Michigan Association of Certified Public Accountants, American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, and Lansing Chapter of ACFE. Bethany serves as Vice President of the Lansing ACFE. She is currently a member of the Greater Lansing Arts Chorale.
10:00 am – 10:50 am
Time Management (M/O)
Susan Combs, MBA, PCC
Susan Combs Coaching and Consulting
A professional coach and trainer for 20 years, Susan Combs, MBA,PCC is committed to helping her clients create the personal and professional lives they desire. Susan works with individual leaders, entrepreneurs, and teams. She trains on a variety of topics including coaching skills, leadership, DiSC, and mentor programs.
For the past 12 years, Susan has managed the corporate mentor program for the Technical Sales Associates at Parker Hannifin, training over 600 program participants. In addition, she manages corporate mentor programs for ProQuest and the Farm Forward mentor program at GreenStone Farm Credit Services.
Susan has worked with engineering companies, financial organizations, healthcare, insurance, automotive, professional associations, non-profits, and state government. She holds the Professional Certified Coach (PCC) credential from the International Coach Federation (ICF). She is a past President of the Michigan chapter of ICF and a past board member of the Junior League of Lansing. She is a licensee of The Fit Leader’s Program ™.
Susan also co-facilitates the dynamic and popular Leadership Lansing program of the Lansing Regional Chamber of Commerce, working with 40 rising leaders each year.
10:55 am – 11:45 am
Accounting for GASB 84 (A/A)
Lisa Mazure, CPA, MSA
Lansing Community College
Lisa Mazure is the controller at Lansing Community College and is also an adjunct faculty teaching accounting, auditing, and governmental accounting classes. Lisa has over 30 years of governmental auditing and accounting experience in state government and higher education. Prior to her appointment as controller at LCC, Lisa spent 25 years with the Office of the Auditor General. As controller at LCC, Lisa works with both State and federal level organizations on improving community college data reporting. At LCC, she is involved in the program review process, strategic plan project initiatives, revenue/expense ratio analysis, and textbook affordability initiatives. Lisa holds an MSA in Public Administration and a BSBA in Accounting from Central Michigan University. She is a Certified Public Accountant and a Certified Government Financial Manager.
12:45 pm – 1:35 pm
Cybersecurity (M/O)
Laura Clark, Chief Security Officer
Department of Technology, Management and Budget
As Acting Chief Security Officer for the Michigan Department of Technology, Management & Budget, Laura Clark brings a unique blend of strengths that include leadership, vision, and strategic and tactical planning along with the ability to promote collaboration at all levels to support high-level, critical state-wide projects to successful completion.
During the 20 years Laura has served within the State of Michigan, she has steadily built her in-depth IT knowledge while serving in various leadership positions. She has led programs and grant managements supporting not only the State of Michigan, but also many vested local and federal stakeholders and users.
In 2017, Laura transitioned from the Center for Shared Solutions into the Chief Technology Officer (CTO) organization as the Division Director over Enterprise Services; this allowed her the opportunity to strategically establish an organization and service model that maximized the business value of IT. She identified opportunities and resources, and she implemented strategies that produced cost-savings, internal efficiencies, shared services, and partnership growth.
Her success as a division director opened the door to become the General Manager of the CTO Infrastructure and Operations area. In this role, she was responsible for the critical core IT backbone services supporting the State of Michigan’s central IT services, including network and telecommunications, data center operations, server and storage, and end user support. This position allowed her to continue her commitment to developing IT staff resources through driving collaboration and critical process design as well as understanding core competency needs at all levels of the operations.
As Deputy Chief Security Officer, Laura is responsible for Michigan Cyber Security and Infrastructure Protection Services and the deployment of their resources. Through Laura’s effective leadership, her team can ensure that critical processes are audited, reviewed, and designed for maximum effectiveness, and structures for all cybersecurity and infrastructure protection are effectively delivered and operationalized throughout the enterprise. Laura also supports the Chief Security Officer by providing well-developed and researched strategic recommendations on cybersecurity policy and future department direction.
Before starting her career with the State, Laura attended Michigan State University where she earned a Bachelor of Science Degree in Geography with a specialization in Geographic Information Systems (GIS).
1:40 pm – 2:30 pm
COVID 19: Governmental Accounting Implications (A/A)
Stephen Blann, CPA, CGFM, CGMA
Rehmann
Stephen Blann is a Principal (Owner) with Rehmann Robson LLC, where he serves as the firm’s Director of Governmental Audit Quality. Stephen has been with Rehmann since 1995, during which time he has specialized exclusively in the governmental and not-for-profit sector, serving as an auditor, consultant, and contracted CFO to a wide range of governmental and not-for-profit clients.
Stephen has served for over 15 years as an advisor to the GFOA’s Standing Committee on Accounting Auditing and Financial Reporting, and as a board member for his local chapter of the AGA and the Michigan GFOA. He is also a member of the AICPA’s Government Audit Quality Center Executive Committee and a past member of the State and Local Government Expert Panel.
Stephen is a Certified Government Financial Manager (CGFM), a Chartered Global Management Accountant (CGMA), and a frequent speaker for a variety of professional organizations across the country.
Stephen resides in Grand Rapids, MI with his wife (Beccy) and two children.
2:50 pm – 3:40 pm
Blockchain (M/O)
Neil Kane
Michigan State University
A leading authority on technology commercialization, entrepreneurship and innovation, he is the former Director of Undergraduate Entrepreneurship at Michigan State University where he built the program to a Top 25 national ranking in 2 ½ years. Kane is the former co-Executive Director of the Illinois Technology Enterprise Center at Argonne National Laboratory and was Entrepreneur in Residence at the University of Illinois. He was the founding CEO of several startup companies based on university research in areas such as nanotechnology and advanced materials. Earlier he held engineering, sales and business development positions at IBM and Microsoft.
He holds a BS in Mechanical Engineering from the University of Illinois and an MBA from The University of Chicago. Named a 2007 Technology Pioneer by the World Economic Forum, he twice attended their annual meeting in Davos. Recognized for Outstanding Entrepreneurship by the National Science Foundation. Twice an invited witness on tech transfer for the U.S. House of Representative’s Subcommittee on Research & Science Education. Contributor to Forbes.com. Co-author of The Innovator’s Secret Formula.
3:45 pm – 4:35 pm
State Auditing Update (A/A)
Laura Hirst, CPA
Office of the Auditor General
Laura J. Hirst, CPA, was appointed Deputy Auditor General and Director of Audit Operations effective August 2014. Prior to her appointment, Ms. Hirst held a variety of positions within the Office of the Auditor General, most recently as an Audit Division Administrator responsible for both financial and performance audits of various State agencies.
Ms. Hirst is a member of the American Institute of Certified Public Accountants and the Association of Government Accountants. Ms. Hirst has a bachelor’s degree in accounting from Michigan State University.
WHERE:
A link to the webinar will be emailed to all participants before the seminar.
TIME:
8:00 a.m. – 5:00 p.m.
COST:
Members: $30.00
Non-Members: $50.00
If you have questions or need to cancel, please contact a board member
NOTE: Cancellations must be made by Wednesday, June 10th.
Otherwise, we will have to charge for your reservation. We are closely monitoring the COVID-19 outbreak and will send notification of any changes to the seminar.
Wednesday, June 17th, 2020
8:00 a.m. – 5:00 p.m.
SAAABA March Luncheon
TOPIC:
“Can we do that? Introduction to Records Management and eSignatures”
Do you know how long you need to keep work records? Do you know if it is legal to add a scanned signature to a document? This presentation will answer these questions and more.
**Qualifies for one-hour Other CPE credit**
SPEAKER:
Caryn Wojcik, Senior Records Analyst of the State of Michigan Records Management Services will be joining us. Caryn began working for the State of Michigan in 1996. She is responsible for developing Retention and Disposal Schedules for public records, information governance initiatives, and training government employees about best practices for records management.
WHERE:
Capitol Commons Center Building
Conference Rooms E&F
Lansing, MI 48933
TIME:
11:45 a.m. – 1:00 p.m.
MENU:
Zoup
COST:
Members: $12.00
Non-Members: $16.00
If you have questions or need to cancel, please contact a board member
NOTE: Cancellations must be made by Monday, March 9th, 2020.
Otherwise, we will have to charge for your reservation ($12 for members and $16 for non-members).
Thursday, March 12, 2020
11:45 a.m. – 1:00 p.m.
Unclaimed Property
Terry Stanton, Manager of the Unclaimed Property Division will be joining us.
Where: Capitol Commons Center Building
Conference Rooms E&F
Lansing, MI 48933
Menu:
1. Chicken Pot Pie Soup
2. Quinoa Vegetable Kale Soup
3. Fire Roasted Tomato Soup
Cost:
Members $12
Non-Members $16
Reservations:
If you have questions or need to cancel, please contact a board member
Please sign-up no later than Thursday, February 14th, 2019
Note:
Cancellations must be made by Thursday, February 14th, 2019. Otherwise, we will have to charge for your reservation.
Saturday, April 13th
11:45 a.m – 1 p.m.
SAAABA/AGA Combined January Luncheon
2019 Tax Updates Luncheon
**This event qualifies for one hour Other CPE credit**
WHEN: Tuesday, January 21st, 2020
TOPIC: 2019 Tax Update
SPEAKER:
Carrie L. Hindmon, CPA, CSEP
Partner, Andrews Hooper Pavlik PLC
WHERE:
Michigan Library and Historical Center Auditorium
702 W. Kalamazoo Street,
Lansing, MI 48915
TIME: 11:45 a.m. – 1:00 p.m.
MENU: Capital City Vending – Lunch Boxes
Chicken Salad on croissant, ham/provolone, or veggie wrap; potato chips, chocolate chip cookie, and water
COST:
Members (AGA or SAAABA): $12.00
Non-Members: $16.00
If you have questions or need to cancel, please contact AGA.
Thursday, November 7th, 2019
11:45 a.m – 1 p.m.
Nonprofit Governance and Compliance with Reid Felsing
**This event qualifies for one hour Other CPE credit**
Reid Felsing of The Law Office of Reid Felsing, PLC will be joining us.
Reid Felsing is a Saginaw native who earned his bachelor’s degree from Saginaw Valley State University. After his undergraduate studies, Reid obtained his Juris Doctor from Michigan State University College of Law, with a Corporate Law concentration.
In 2010, Reid was named the Public Interest Fellow for the Small Business and Nonprofit Clinic at Michigan State University College of Law. There, he counseled small businesses and tax-exempt organizations, supervised legal work product of student clinicians, and led instruction in the areas of corporate law, intellectual property, and tax compliance. To better serve the SBNP Clinic, Reid pursued his Master of Laws in Corporate Law and Finance from Thomas M. Cooley School of Law. Before starting his solo practice, he worked at Knaggs Brake, P.C.
Currently, Reid lives in Delta Township with his wife, Sarah, and two sons, Luke and Max. He enjoys spending time with his family, playing table-top games, and binging on Netflix.
Where: Capitol Commons Center Building
Conference Rooms F
Lansing, MI 48933
Menu:
Zoup
Cost:
Members: $12.00
Non-Members: $16.00
Reservations:
If you have questions or need to cancel, please contact a board member
Note: Cancellations must be made by Monday, November 4th, 2019. Otherwise, we will have to charge for your reservations ($12 for members and $16 for non-members).
Thursday, November 7th, 2019
11:45 a.m – 1 p.m.
Better Work with Josh Schneider
Josh Schneider of the Human Engagement Institute will be joining us.
Better is a mindset of curiosity and belief. It’s looking at who we can become, and what we feel we’re capable of.
It’s not quitting on ourselves and others while continuously searching for fresh approaches to everyday challenges. Maybe most importantly, better is about who we can become as a spouse or partner, the true friendship we can provide to others or our ability to be the most present, loving parent possible.
We often look to others for patterns and habits of success, but what if the breakthrough we needed was just 1 or 2 internal discoveries away? What would our days feel like with a strategy to maximize what we do best while tricking ourselves into doing the hard, repetitive work while not getting defeated, drained and left feeling like our work has little meaning? The world needs our best work – our families need our best selves and we need the satisfaction that comes from doing work that matters.
Where: Capitol Commons Center Building
Conference Rooms E&F
Lansing, MI 48933
Menu:
Pizza will be included
Cost:
Members FREE
Non-Members $16
Reservations:
If you have questions or need to cancel, please contact a board member
Mon, September 30th
11:45 a.m – 1 p.m.
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