Administrative Summit - 2025

SESSION 01    ---------------------------------

How to be prepared for your annual audit

SPEAKER: Nick Henry, CPA, Henry Solutions, LLC

In this session, the following learning objectives will be covered, providing important information on how to be best prepared for your annual audit.

1. Understand the different types of engagements a CPA firm provides.
2. Understand who is requiring an annual audit.
3. Understand the auditor and auditee responsibilities in an audit.
4. Determine how to be prepared for an annual audit.

SESSION 02    ---------------------------------

How to Handle employee complaints: from the everyday gripes to the serious harassment complaints

SPEAKER: Peter Lowe, Lawyer, Bran & Isaacson

This workshop will review how managers should handle employee complaints. Including addressing these issues 

      1.    The proper way to intake a complaint.
      2.    Identifying the issues and the policies or law implicated.
      3.    Deciding whether and how to investigate. 
      4.    Best practices for documentation.
      5.    Understanding terms like harassment, discrimination, hostile work environment and bullying.
      6.    Investigation essentials.
      7.    Resolving complaints.
      8.    Considerations for an appeal process. 

SESSION 03    ---------------------------------

Employee Coaching and Counseling

SPEAKERS: David Ciullo, CEO, Career Management Associates

Calling all supervisors and leaders who want to influence, direct, teach, and motivate their workforce. This workshop provides skills to create optimal work conditions within your organization, enabling participants to analyze and develop their coaching and counseling skills. After completing this workshop, participants gain practical and specific strategies to assist in dealing with complex problems and effective motivation to improve job performance.

SESSION 04    ---------------------------------

Overcoming Negativity in the Workplace

SPEAKERS: Katie Hadiaris, Director of Talent & Career Development, Career Management Associates)

Negativity in the workplace erodes morale, stifles productivity, and weakens trust. Left unchecked, it leads to disengagement, high turnover, and a toxic culture. This training helps leaders and employees identify the root causes of negativity—such as poor communication, burnout, and unresolved conflict—and apply the CLEAR Model to rebuild trust, improve communication, set expectations, and foster a healthier work environment. By balancing optimism with authenticity, participants will gain practical tools to transform workplace dynamics, boost collaboration, and create a culture where employees feel valued and engaged.