GreerWalker’s Annual CPE Seminar

Description

GreerWalker cordially invites you to attend our Annual CPE Seminar!

Agenda

8:00-8:30a: Registration/Breakfast

8:30-9:20a: Professional Ethics and Conduct (Presented by Cal Christian, NCACPA)

9:20-11:00a: Practical AI Developments and Trends for the Accounting Professional (Presented by Brian Tankersley, Adept Practice, Inc.)

11:00-12:00p: The Art of Selling and Buying a Business – M&A Panel (Presented by Gary Parker, GreerWalker)

12:00-12:30p: Lunch

12:30-2:10p: Leveraging Generational Diversity (Presented by Marisa Ciesluk, MYGroup)

2:10-3:35p: The New Trade Compliance Playbook: Tackling IEEPA Refunds, CBP Enforcement, Cashflow and the Tariff of Tomorrow (Presented by Peter Manning, V. Alexander & Co, Inc.)

3:35-4:00p: Tax Update (Presented by Stacia Neugent/Emily Murdoch, GreerWalker)

At this seminar, participants will:

• Gain an understanding of why your profession needs an ethical code of conduct (including specifics from the NC Code of Conduct and examples of violations)
• Become aware of events that led up to several significant high-profile cases of unethical behavior
• Attend a session focused on practical AI developments and trends relevant to private sector accounting professionals, with an emphasis on actionable insights for CFOs, controllers, and other business leaders
• Hear a lively panel discussion that will cover many areas of the business selling and buying process
• Understand, respect and harness the strengths of a multigenerational workplace
• Obtain insights on current tariff developments, practical compliance considerations, and recent IEEPA tariff refunds
• Get the latest tax updates on middle market business and owners

Seminar participants can earn up to 8 CPE credits in regulatory ethics, information technology, business management & organization, personal development and taxes fields of study.

Additional Information:

Prerequisites: There are no prerequisites for this seminar.

Who Should Attend?

CPAs, CFOs, Accounting Managers

Advanced Preparation: There is no advanced preparation required for this seminar.

Program level: Basic

Delivery Method: Group-Live

Cost: $125

A continental breakfast and lunch will be provided.  Free parking onsite.

Space is limited. Reservations will be taken on a first come, first serve basis.  To reserve your seat, please complete the registration form below by September 9, 2026.

Conference Policies

Requests for refunds for CPE registration fees must be received in writing no later than September 9, 2026. No refunds will be granted after September 9, 2026. For more information regarding refund, complaint and program cancellation policies, please contact Natasia Freeman at 704.377.0239.

GreerWalker is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Register today to be part of this event!

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If you are mailing a check, please mail to our office no later than September 9, 2026.

Attention: Natasia Freeman

GreerWalker LLP

227 W. Trade Street, Suite 1100

Charlotte, NC 28202

If paying online, you will be taken to the online portal after you submit your registration.

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