Events - Webinars - Conferences - Seminars

Yeo & Yeo’s industry experts are dedicated to helping your business grow. Throughout the year, we host informative seminars and webinars, speak at state-wide conferences and participate in leading industry events with the goal of providing updates, insights and best practices that can keep your business looking ahead at all times.

CONFERENCE: Michigan Library Association Conference

October 16, Suburban Collection Showplace, Novi

Alan Panter, CPA, CGFM, and Sandra Barrera, CPA, will be presenting the Introduction to Revised Library Financial Management Guide.


October 22, MSU Management Education Center, Troy

Wendy Thompson, CPA, will present GAAP Alternatives for Not-for-Profits.

FASB recently issued a standard that makes not-for-profits eligible for the private company alternatives on accounting for goodwill and for identifiable intangible assets in a business combination. Bridge the ‘GAAP’ and the implications for NFPs in depth.

CONFERENCE: MICPA Nonprofit Conference

October 28, Lansing Center, Lansing

Wendy Thompson, CPA, will present A Nonprofit Accounting and Financial Reporting Update and Facing the Topic 606 Challenge.

A Nonprofit Accounting and Financial Reporting Update: 
Let’s explore what’s new from FASB: Example notes and statements related to required changes, clarity around the financial reporting framework and how you can determine whether a government agency is involved in an exchange transaction with your organization.

Facing the Topic 606 Challenge:
Revenue recognition continues to generate a difficult rollout for many organizations. Let’s troubleshoot your recurring challenges and decide on next steps for implementation.

CONFERENCE: Michigan School Business Officials – Year-end Payroll

November 6, Michigan School Business Officials office, Lansing

Karla Oldenburg, CPA, and Megan Tuckey, Payroll Specialist, will present Year-End Payroll: Payroll & Tax Returns (941s, W-2s).

EXPO: MASB Annual Leadership Conference and Exhibit Show

November 8-9, 2019 – Grand Traverse Resort, Traverse City

CONFERENCE: MICPA Governmental Winter Conference

December, 5, Lansing

Jamie Rivette CPA, CGFM and Michael Rolka, CPA, will present Audit Results to the Board. 

WEBINAR: How to Implement GASB 84 at Your School District

March 13, 2019

In January 2017, the Governmental Accounting Standards Board issued Statement No. 84 Fiduciary Activities (GASB 84). For school districts, the Statement is effective for fiscal years ending in 2020. GASB 84 defines and clarifies fiduciary activities and establishes criteria for identifying those activities with a focus on whether a government is controlling the assets and the beneficiaries with whom the relationship exists.

In this webinar, we will review the technical accounting changes in GASB 84 and show examples of how to execute the new standard in your school district. Then a Q&A will provide answers to common questions.

This webinar has concluded. View a recording of the webinar 

WEBINAR: Revenue Recognition - How to Identify Your Impact Under the New Standard

November 7, 2018

AJ Licht, CPA and Christopher Sheridan, CPA provide a comprehensive overview of the new revenue recognition standards and how they will impact the way you recognize revenue going forward. 

This webinar has concluded. View a recording of the webinar.

WEBINAR: Business Tax Changes Contained in the Tax Reform Bill (Concluded)

September 20, 2018

Join Yeo & Yeo's  David Jewell, CPA, and  Tammy Moncrief, CPA, as they provide a comprehensive overview of the business tax changes under tax reform. 


This webinar has concluded. View a recording of the webinar

WEBINAR: The New Business Pass-Through Deduction (Concluded)

July 24, 2018

Join Yeo & Yeo's Tammy Moncrief, CPA, and David Jewell, CPA as they provide a comprehensive overview of the tax law changes impacting businesses, and discuss critical planning considerations and opportunities.


This webinar has concluded. View a recording of the webinar.

WEBINAR: Tax Reform Impact on Individuals (Concluded)

June 12, 2018

Join David Jewell, CPA and Danielle Cary, CPA in a comprehensive overview of the impact of Tax Reform on individuals and families, and planning strategies for 2018 and beyond.

This webinar has concluded. 

View a recording of the webinar.


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