September 30, 2026


In-Person

Rich Products Corporation - Buffalo
One Robert Rich Way, Buffalo, New York 14213


NYSED 8
NASBA 8

Business and Industry Conference (Buffalo Chapter Satellite)

September 30, 2026
In-Person
NYSED 8
NASBA 8

Business and Industry Conference (Buffalo Chapter Satellite)

  • View Bio

    Instructor

    Greg
    Altman

    View Bio
  • View Bio

    Instructor

    Beth
    van Bladel

    View Bio
  • View Bio

    Instructor

    Tim
    Noonan

    View Bio
  • View Bio

    Instructor

    Frank
    Kerbein

    View Bio
  • View Bio

    Instructor

    Eric
    Morris

    View Bio
  • Instructor

    Schuyler
    Tilly

  • View Bio

    Instructor

    Edward
    Roske

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  • View Bio

    Instructor

    Cory
    Bonura

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  • View Bio

    Instructor

    Nate
    Tunningley

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Learning Objectives

The objective of this conference is to reach out to CPAs who practice in industry to provide continuing education in areas that address their roles within the accounting profession. The conference is designed to address the latest “hot” topics without overwhelming attendees with every technical detail, but rather with overviews and resources from content experts for attendees to be able to consider and always use as needed. The conference also addresses relevant topics in practice such as wellness for individuals, which is such a vital part of today’s working environment.

Major Topics

The conference will not only address technical issues that our audience deals with on a regular basis, but it will also deliver practical guidance, emerging trends, and strategic perspectives designed to help professionals navigate an increasingly complex landscape. Attendees will leave with actionable knowledge, practical takeaways, and a broader understanding of the trends and regulatory developments impacting today’s CPA and finance professionals practicing in Industry.

· Human Resources Issues and Compliance Updates – Explore current HR trends, workforce challenges, employment regulations, and practical compliance considerations impacting organizations today.

· State and Local Tax (SALT) Developments – Stay current on evolving tax laws, regulatory changes, and emerging issues affecting state and local taxation and business operations.

· Artificial Intelligence in Practice – Learn how AI is transforming finance and business functions, discover practical applications, understand opportunities and risks, and examine governance considerations for implementation.

CPE Credits Available

NYSED 8
NASBA 8
6
Advisory Services (NYSED) - NYSED
2.5
Computer Software & Applications (NASBA) - NASBA
1
Economics (NASBA) - NASBA
1
Personal Development (NASBA) - NASBA
1.5
Personnel/HR (NASBA) - NASBA
1
Specialized Knowledge (NASBA) - NASBA
1
Specialized Knowledge (NYSED) - NYSED
1
Taxation (NYSED) - NYSED
1
Taxes (NASBA) - NASBA

Rich Products Corporation - Buffalo

One Robert Rich Way, Buffalo, New York 14213

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Things to Know About This Course

Course Level

  • Update

Intended Audience

CPAs practicing outside of public accounting. The conference is especially geared towards CPAs who practice in Industry, Education, Government, and non-Profits. The conference would also be beneficial for those in banking, the insurance industry, IT professionals, and lawyers who practice in general corporate, tax, or human resource areas.

Provider

Foundation for Accounting Education

Agenda

September 30

Opening Remarks
Speaker:

Greg Altman

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Navigating Through Today's SALT Landscape
Speaker:

Tim Noonan

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This session is designed for CPAs practicing in industry who seek to stay current on the evolving landscape of state and local income taxation. Participants will receive a concise update on recent legislative changes, regulatory developments, and emerging trends affecting state and local taxation. The session will highlight practical implications for businesses, including compliance considerations, planning opportunities, and areas of heightened scrutiny, equipping attendees with actionable insights to apply in their organizations.


Staying Ahead of the Curve: HR Laws, Trends, and Issues Facing Today's Businesses
Speaker:

Frank Kerbein

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This session is designed for CPAs practicing in industry who are responsible for, or work closely with, human resource functions. The course provides a practical and timely overview of current human resource management trends, key regulatory developments, and emerging workplace challenges impacting organizations today. Participants will explore current and evolving employment laws and compliance, while specifically addressing pressing HR challenges in today’s world. Through real-world examples and discussion, attendees will gain insight into: 1) how HR issues intersect with all areas of decision making; and 2) the knowledge needed to support sound organizational practices and enhance compliance.


Break

Current Issues in Capital Markets and the Economy
Speaker:

Eric Morris

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This session will look at current trends in the economy in addition to discussing the outlook in the future. As the lead financial decision maker in your company, how do these trends affect you and what actions should you consider to best position your company for the future so that negative trends have little impact and you can ride the wave of any positive trends? 


Lost in Translation: Actionable Ways to Build Trust and Influence Change Across Functions

This session explores one of the hardest parts of finance leadership: getting people outside of finance to understand, trust, and act on finance’s recommendations. CFO and keynote speaker Wassia Kamon shares why working across functions can often feel like speaking a completely different language and what to do about it. Attendees will learn practical ways to better understand stakeholder priorities, communicate more effectively, navigate resistance, and lead change more successfully in both large and small organizations.


Lunch

Maximizing a Bank Lending Relationship
Speaker:

Schuyler Tilly

By understanding how a bank assesses and mitigates credit risk, participants in this session can best position the borrower for a long-term mutually beneficial relationship with their primary credit provider.


Break

Practical AI Agents for Finance and Accounting
Speaker:

Edward Roske

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An AI agent is a software coworker that reads your data, makes decisions, and acts in the systems you already use. You'll see what agents are doing today in finance and accounting departments (reconciliations, AP coding, variance commentary, audit pulls, etc.), where the line is for higher-stakes judgment, and where both functions are headed over the next 18 months.


Break

AI in Your Firm: Protecting Your Team and Data
Speakers:

Cory Bonura

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Nate Tunningley

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AI agents are moving beyond experimentation and into the daily workflows of accounting and finance teams. They read documents, make decisions, and act across your systems — and that capability brings real security and governance risk that every CFO needs to understand. This session picks up where the conversation on AI capabilities leaves off and focuses on the harder question: how do you use AI safely? We'll walk through three foundational pillars — classifying your data before agents touch it, securing the integrations that connect agents to your systems, and building the human oversight structures that keep your firm accountable. Every topic is grounded in practical steps you can take back to your firm immediately, without waiting for a lengthy IT project or a new regulation to force your hand.


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