Luncheons & Events

AI: Am I Being Replaced? 

WHEN:           

Wednesday, November 19th, 2025 

TOPIC:            

Webinar regarding information related to AI and the impact it may have on the workplace

LEARNING OBJECTIVES:

During this hour long training we will discuss some of the following topics but not limited to:

• Considerations for a workgroup/taskforce prior to implementing policy related to internal use of AI
• Lessons learned from early adopters – what things would they change, pitfalls to avoid?
• ISACA AI Auditing Certification

**Qualifies for one-hour “Other” CPE credit**                          

SPEAKER:

Dr. Scott Dell, CPA, DBA

Dr. Scott is an award-winning academic, engaging AI keynoter, recovering CPA, lifelong learner, enthusiastic teacher, experienced entrepreneur, motivating coach, successful author, and proud Navy veteran. He thrives on building skills and expanding the knowledge in others, helping them to learn, share, and grow.

WHERE:

Virtual: (a link will be provided one day before the event)                                               

TIME:

12:00 – 1:00 p.m.

COST:              

Members:                                            $5.00

Non-Members:                                   $10.00

If you have questions or need to cancel, please contact a board member.

 

SAAABA Member Dinner

TOPIC:

In’s and Out’s of this year’s State Budget

*Qualifies for one-hour “Other” CPE credit* 

SPEAKER:

Zachary Gorchow

President of Michigan Operations for GONGWER News

WHERE:

One North Kitchen & Bar

5001 W Saginaw Hwy, Lansing MI, 48917

WHEN:

Dinner will begin at 5:00; the presentation will start at 6:00.

COST:              

Members:                                              FREE
Non-Members:                                    $20.00

The following entrée are available:

Bourbon Salmon

Blackened Chicken Alfredo

New York Strip

1N Michigan Salad

Coffee, Tea, and Pop are complimentary. Alcoholic beverages will be available for purchase.

We encourage you to bring your spouse/significant other.

**Join us for a chance to win! We will be having a raffle where 1st place will win a $25 Amazon Gift Card, 2nd place will take home two free attendance to our next webinar. **

If you have questions or need to cancel, please contact a board member. Cancellations must be made by Monday, September 15th, 2025. Otherwise, we will have to charge for your reservation.                                      

 

 

Excel Webinar Presentation 

Tips and Tricks of Excel

WHEN:           

Thursday, August 14th, 2025 

TOPIC:            

Expanding Knowledge of Microsoft Excel – Tips and Tricks

LEARNING OBJECTIVES:

During this hour long training we will discuss some of the following topics but not limited to:

• Macros/VBA
• PivotTable applications (more advanced)
• How to use the data tools under the ‘Data’ tab
• Analyze data function under ‘Home’ tab
• Slicers and timelines
• More advanced Excel formulas (Xlookups, other useful ones for accountants/auditors)
• Difference between scripts and macros and possible uses

**Qualifies for one-hour “Other” CPE credit**                          

SPEAKER:

Kyle Sutton

Kyle is an accounting PhD student at Michigan State University. Prior to that, he worked at Plante Moran on the forensic accounting team for 11 years. He became the “go-to” Excel person at Plante Moran and has competed in the Microsoft Excel World Championships with some success. He is excited to combine his teaching passion, forensics background, and knowledge of Excel together for this session.                         

WHERE:

Virtual: (a link will be provided one day before the event)                                               

TIME:

12:00 – 1:00 p.m.

COST:              

Members:                                            $5.00

Non-Members:                                   $10.00

If you have questions or need to cancel, please contact a board member.

 

 

SAAABA 68th Annual Business Webinar

AGENDA:                         

 

8:00 – 8:05                   

Opening Remarks

Jessica Lane, SAAABA President

 

8:05 – 9:50                   

Overview of the State of US Finances (CPE Type: A&A)

Scott Bell, Senior Accountant at U.S. Department of Treasury 

               

10:05 – 11:50                

Excel (CPE Type: Other)

Kyle Sutton

 

11:50 – 12:50               

Lunch

                                       

12:50 – 1:40                 

GASB Update (CPE Type: A&A)

Dan Merritt, CPA, MBA, CGFM, Rehmann 

 

1:45 – 2:35                   

Mental Health in the Workplace (CPE Type: Other)

Sean Egan, Deputy Director of Labor, Department of Labor and Economic Opportunity

 

2:50 – 3:40

Fraud and Internal Controls (CPE Type: A&A)

Lisa L. Mazure, MSA CPA CGFM

Associate Vice Chancellor for Finance & Fiscal Services, Alamo Colleges District

Daniel Persaud, CPA

Principal, Higher Education, CLA (CliftonLarsonAllen LLP)

 

3:45 – 4:35                   

State of Michigan Economic Update (CPE Type: Other)

Rachael Eubanks, Treasurer, State of Michigan

 

4:35 – 4:40                   

Closing Remarks 

Dan Palka, Director of Programs                   

 

COST:                             

Members:                      $40.00 

Non-Members:             $60.00 

*Group Rate Discount will be applied to groups of 10 or more who sign up. Please reach out to a SAAABA member for details. 

  

CPE:                                

This webinar is recommended for eight hours of CPE. (4 A&A 4 Other)

 

SAAABA March Webinar 

6 Personal Productivity Strategies

WHEN:           

Tuesday, March 25th, 2025 

TOPIC:            

Pick up the pace without increasing your stress

LEARNING OBJECTIVES:

Learn how to schedule your day in a manner that will allow for the completion of more tasks in a shorter and more efficient manner.

Convert lost time into productive minutes by mastering the art of task grouping.

Discuss mindsets that can have a significant negative effect on your efficiency and overall productivity.

**Qualifies for one-hour “Other” CPE credit**                          

SPEAKER:

Randy Anderson, CSP

E3 Professional Trainers                         

WHERE:

Virtual: Zoom (a link will be provided one day before the event)                                                            

TIME:

12:00 – 1:00 p.m.

COST:              

Members:                                            $5.00

Non-Members:                                   $10.00

If you have questions or need to cancel, please contact a board member.

 

SAAABA/AGA Annual Tax Update

 *Qualifies for one-hour “Other” CPE credit* 

SPEAKER:

Carrie Hindmon, CPA

CSEP/Partner, Andrew Hooper Pavlik PLC

WHERE:

 Constitution Hall, South Atrium Level

 Edward Hutchinson Conference Room

 525 West Allegan, Lansing MI, 48933

 Exit I-496 at M.L. King Blvd. Turn onto northbound M.L. King Blvd. Turn right onto Allegan Street. Constitution Hall will be on your right (between Pine Street and Walnut Street).

Public parking is available in a lot east of the adjacent to Constitution Hall and is accessible from Allegan and Washtenaw Streets. Additional public parking is located south of the Michigan Library & Historical Center and at meters on streets in the vicinity. All visitors must enter the building through the east doors. Uniform security personnel check the identification of all people entering the building.

 WHEN:

 11:45-12:45

*Lunch will be provided from Daily Bagel, please see selections when signing up. Bottled water will also be provided.

 COST:              

Members:                                             $15.00
Non-Members:                                    $20.00

Menu:

Please make a selection for the food you would like when signing up for this event.

 If you have questions or need to cancel, please contact a board member.                                    

 

 

SAAABA Member Dinner

 2024 Election Update

*Qualifies for one-hour “Other” CPE credit* 

SPEAKER:

Bill Ballenger

The Ballenger Report

WHERE:

One North Kitchen & Bar

5001 W Saginaw Hwy, Lansing MI, 48917

 WHEN:

Dinner will begin at 5:30; the presentation will start at 6:00.

COST:              

Members:                                              FREE
Non-Members:                                    $20.00

Menu:

Caesar salad, cavatappi pasta, house red and white sauce, sautéed mushrooms, steamed broccoli, diced tomatoes, grilled chicken, meatballs, parmesan cheese and breadsticks.

Coffee, Tea, and Pop are complimentary. Alcoholic beverages will be available for purchase.

 We encourage you to bring your spouse/significant other.

**Join us for a chance to win! Randomly drawn door prizes will include SAAABA branded Yeti travel mugs and portfolio cases. **

If you have questions or need to cancel, please contact a board member. Cancellations must be made by Monday, September 23rd, 2024. Otherwise, we will have to charge for your reservation.                                      

 

 

COVID Federal Stimulus Management: Management of Federal Stimulus for COVID Response and Recovery Overview

WHEN:           

Thursday, August 22nd, 2024 

TOPIC:            

Federal Stimulus for COVID Response and Recovery Overview                       

SPEAKER:     

Doug Roosa

State Division Administrator, Public Safety and Quality of Life Division, Office of Internal Audit Services, State Budget Office                         

WHERE: 

Virtual: Teams (a link will be provided one day before the event)                                                            

TIME:

12:00 – 1:00 p.m.

COST:              

Members:                                            $5.00

Non-Members:                                   $10.00

If you have questions or need to cancel, please contact a board member.

SAAABA 67th Annual Business Webinar

AGENDA:                         

 

8:00 – 8:05                   

Opening Remarks

Kimberly Poljan, CPA, CIA, SAAABA President

 

8:05 – 8:55                   

Overview of the State of US Finances (CPE Type: A&A)

Scott Bell, Senior Accountant at U.S. Department of Treasury 

               

9:00 – 9:50                   

Economic Update (CPE Type: Other)

Rachael Eubanks, State Treasurer

 

10:05 – 10:50               

Increase Your Confidence, Enhance Your Career (CPE Type: Other)

Kimberly Jones, Senior Program Manager for CCGFM and Education, AGA

11:00 – 11:50               

Cybersecurity (CPE Type: Other)

Jayson Cavendish, Chief Security Officer of the State of Michigan

11:50 – 12:50               

Lunch

                                       

12:50 – 1:40                 

GASB Update (CPE Type: A&A)

Dan Merritt, CPA, MBA, CGFM, Rehmann 

 

1:45 – 2:35                   

Online Hacking & Ways to Mitigate Risk (CPE Type: Other)

Mishaal Khan, Chief Information Security Officer

 

2:50 – 4:35                   

Vendor Risk Management (CPE Type: A&A)

Rick Roybal, CFE, CISA

 

4:35 – 4:40                   

Closing Remarks 

Bradley Buurstra, CPA, Director of Education                   

 

COST:                             

Members:                      $40.00 

Non-Members:             $60.00 

*Group Rate Discount will be applied to groups of 10 or more who sign up. Please reach out to a SAAABA member for details. 

  

CPE:                                

This webinar is recommended for eight hours of CPE. (4 A&A 4 Other)

 

SAAABA February Webinar 

What’s Your Point? – Communicating for Greater Influence

WHEN:           

Wednesday, February 14th, 2024 

TOPIC:            

Effective Communication

LEARNING OBJECTIVES:

Discover how you may be sending non-verbal messages that confuse or contradict what you’re saying.

Learning that you’re sending messages about your professionalism through your workspace, organization, and efficiency.

Learn what to be aware of and alert for as you read other people’s non-verbal cues.

Become more influential in all your interpersonal relationships both personally and professionally.

 

**Qualifies for one-hour “Other” CPE credit**                            

SPEAKER:     

Randy Anderson, CSP

E3 Professional Trainers                         

WHERE: 

Virtual: Zoom (a link will be provided one day before the event)                                                            

TIME:

12:00 – 1:00 p.m.

COST:              

Members:                                            $5.00

Non-Members:                                   $10.00

If you have questions or need to cancel, please contact a board member.