Agenda | AICPA Conferences

Monday, June 9, 2025

8:00 AM

8:00AM – 11:30AM PDT

(3h 30m)

ENG25101. Fingers on the Keyboard V2: Chat GPT, Copilot and AI Round Up (TCH, FIN, PFP, EDG, FMA)

Wesley Hartman

Founder

Automata Practice Development

John Higgins

Strategic Technology Advisor

Higgins Advisory, LLC

Chris Ortega

CEO

Fresh FP&A

8:00AM – 11:30AM PDT

(3h 30m)

EST25101. Basic estate planning techniques- SLAT, GRAT, dynasty trust, IDGT, ILIT, QPRT

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

Robert Keebler

Partner

Keebler and Associates, LLP

8:00AM – 11:30AM PDT

(3h 30m)

EST25102. Form 706 Preparation

Mary Kay Foss

CPA

Mary Kay Foss CPA

Donita Joseph

Partner

Windes, Inc.

8:00AM – 11:30AM PDT

(3h 30m)

NAA25101. Quality Management Drill Downs

Michael Brand

Member

BMSS, LLC

Sherry Chesser

Member

Landmark PLC, Certified Public Accountants

8:00AM – 11:30AM PDT

(3h 30m)

PFP25101. Grow 4 Ways Business Workshop

Mackey McNeill

Founder and CEO

Mackey Advisors

8:00AM – 11:30AM PDT

(3h 30m)

PRA25101. Roundtables

8:00AM – 11:30AM PDT

(3h 30m)

SOC25101. Defining a Scope: Best Practices for SOC Reporting and Engagement Boundaries

Chris Halterman

Managing Director

Shelby Nelson

Partner - SOC National Practice Leader

Frazier & Deeter, LLC

Jenny Trotta

Principal

Plante Moran

8:00AM – 11:30AM PDT

(3h 30m)

TAX25101. CPA's Guide to Shareholders Agreements and Funding Strategies

Paul Hood

Paul Hood Services

Lee Slavutin

Principal

Stern Slavutin 2, Inc.

8:00AM – 11:30AM PDT

(3h 30m)

TAX25102. Loss Deductions Restrictions (At Risk Rules, Basis, PIGS and PALS)

Mark Mirsky

Tax Partner

KRD

1:00 PM

1:00PM – 2:30PM PDT

(1h 30m)

ENG25K01. ENGAGE Keynote - To Be Announced

2:30 PM

2:30PM – 3:45PM PDT

(1h 15m)

ENG25K02. ENGAGE Keynote - To Be Announced

4:15 PM

4:15PM – 5:05PM PDT

(50m)

ENG25K03. ENGAGE Keynote - To Be Announced

Tuesday, June 10, 2025

8:00 AM

8:00AM – 9:15AM PDT

(1h 15m)

DEI2501. DEI Session - To Be Announced

8:00AM – 9:15AM PDT

(1h 15m)

EDG2501. Own It! Create a Culture of Responsibility

Susan Stutzel

Business Performance Coach

PartnersCoach, Inc.

8:00AM – 9:15AM PDT

(1h 15m)

ENG2501. Tales, Tells, and Tails: A Robust Macro Economic and Policy Outlook (PFP, FIN)

John Tousley

Managing Director

Goldman Sachs

8:00AM – 9:15AM PDT

(1h 15m)

EST2501. Estate Planning Update

Andrew Katzenstein

Partner

Proskauer Rose LLP

8:00AM – 9:15AM PDT

(1h 15m)

FMA2501. Business Meeting / What to Know

8:00AM – 9:15AM PDT

(1h 15m)

NAA2501. FASB Update

Susan Cosper

Board Member

Financial Accounting Standards Board

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

8:00AM – 9:15AM PDT

(1h 15m)

NAA2502. Innovative Auditing: Integrating Emerging Technologies with Quality Management

Kevin McElgunn

Audit Partner

Withum

8:00AM – 9:15AM PDT

(1h 15m)

PRA2501. Transforming Business Model: Partner Comp Models

Jonyce Bullock

CEO

Squire & Company,PC

Gary Thomson

Managing Partner

Thomson Consulting, LLC

8:00AM – 9:15AM PDT

(1h 15m)

PRA2502. Building a Client-Centric Practice:Strategies for Enhancing Client Relationships (merging with Starting Off Right: How to Improve the Client Experience Through Exceptional Onboarding)

Tal Ben Bassat

COO/CFO

Anchor

Chris Hervochon

Sole Member

Better Numbers

Kristen Keats

Practice Owner

Sherwood Tax & Accounting

Barbara Richardson

CPA

SpringWell Financial Solutions

8:00AM – 9:15AM PDT

(1h 15m)

SOC2501. SOC Graduation: Key Takeaways from the latest discussions in SOC School

Sean Linton

Partner

EisnerAmper, LLP

Neha Patel

Executive Partner

Weaver & Tidwell LLP

8:00AM – 9:15AM PDT

(1h 15m)

TAX2501. Individual Tax Update

8:00AM – 9:15AM PDT

(1h 15m)

TCH2501. Tech Innovation Strategy -Success Story, Roadmap, Lessons Learned

Todd Cooper

Director, Channels

CPA.com

Tara Edwards

Partner, Chief Transformation Officer

Cherry Bekaert Advisory LLC

Jim Gilbert

Managing Principal

Jim Gilbert, CPA LLC

9:30 AM

9:30AM – 10:45AM PDT

(1h 15m)

DCPA2501. Sealing the Deal: Strategies for Positioning and Selling CAS in a Competitive Market

9:30AM – 10:45AM PDT

(1h 15m)

EDG2502. Brand You: Networking as a CPA

Nicole DeRosa

Director of Tax and Brand Ambassador

SKC & Co CPA's LLC and UWorld Accounting

Michael Maksymiw, Jr.

Executive Director

Aprio LLP

Jessica McClain

Chief Financial Officer

Girl Scouts Nation's Capital

9:30AM – 10:45AM PDT

(1h 15m)

ENG2502. SOC Report Evaluation 101: Helping CPAs to Properly Assess SOC 1 and 2 Reports (SOC, NAA)

Jeff Cook

Managing Principal - SOC

Fortreum, LLC

Paul Perry

Member | Risk Advisory & Assurance Services

Warren Averett LLC

9:30AM – 10:45AM PDT

(1h 15m)

EST2502. Taking a Practical Approach to the Adequate Disclosure Rules

Laura Hinson

Managing Director

Deloitte

Patricia McGrenera

Senior Manager

Deloitte

9:30AM – 10:45AM PDT

(1h 15m)

EST2503. The Basics of the Generation Skipping Tax

Beth Kaufman

Partner

Lowenstein Sandler

9:30AM – 10:45AM PDT

(1h 15m)

EST2504. Tax Issues That Arise When a Shareholder or Partner Dies

Michael Reeves

Senior Tax Manager

RSM US LLP

Carol Warley

Partner

RSM US LLP

9:30AM – 10:45AM PDT

(1h 15m)

FIN2501. Future of Finance

Barry Payne

Director - External Relations, Management Accounting

AICPA & CIMA

9:30AM – 10:45AM PDT

(1h 15m)

FMA2502. Retention / Recruitment

Jeremy Wortman

Owner/Corporate Psychologist

HRD Initiatives

9:30AM – 10:45AM PDT

(1h 15m)

NAA2503. PCC Forum

Susan Cosper

Board Member

Financial Accounting Standards Board

David Finkelstein

Director

SingerLewak LLP

David Pesce

Head of Surety

Munich Re Specialty Insurance

Hillary Salo

Vice Chair

FASB

Jere Shawver

Chief Executive Officer

Baker Tilly US, LLP

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

9:30AM – 10:45AM PDT

(1h 15m)

NAA2504. Common Sampling Challenges and Remedies

Lynford Graham

Consultant and Educator

Lynford Graham CPA

9:30AM – 10:45AM PDT

(1h 15m)

PFP2501. To Be Announced - PFP

9:30AM – 10:45AM PDT

(1h 15m)

PRA2503. Enhancing Firm Profitability

William Pirolli

Executive Vice President of Firm Services

Succession Institute, LLC

9:30AM – 10:45AM PDT

(1h 15m)

PRA2504. All aboard! Tips for successfully onboarding new clients

Sarah Ference

Risk Control Director

CNA

Deborah Rood

Risk Control Consulting Director

CNA

9:30AM – 10:45AM PDT

(1h 15m)

SOC2502. Understanding Emerging Risks and its Cross-Section to Third-Party Risk and SOC Reporting

Alexis Kennedy

Partner

Weaver

Sean Linton

Partner

EisnerAmper, LLP

Shelby Nelson

Partner - SOC National Practice Leader

Frazier & Deeter, LLC

9:30AM – 10:45AM PDT

(1h 15m)

TAX2502. Practical Tips for Working with Clients and The IRS in Everyday Tax Practice

Melissa Wiley

Partner

Lowenstein Sandler LLP

9:30AM – 10:45AM PDT

(1h 15m)

TAX2503. Navigating Corporate Taxation: Strategies for Optimizing Shareholder Value (build in Choice of Entity) Tony to do S-Corp side

Mark Gallegos

Tax Partner

Porte Brown LLC

9:30AM – 10:45AM PDT

(1h 15m)

TAX2504. Real Estate Tax Update

Brian Lovett

Partner

Withum

9:30AM – 10:45AM PDT

(1h 15m)

TCH2502. Seamless Data Journey: Mastering the Transition from Backend to Frontend Analytics

Bryan Geels

Co-founder & Chief Innovator

Geels Norton

Jim Gilbert

Managing Principal

Jim Gilbert, CPA LLC

Wesley Hartman

Founder

Automata Practice Development

9:30AM – 10:45AM PDT

(1h 15m)

TCH2503. What Keeps CIOs Up at Night?

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Amel Edmond

Chief Information Officer

Withum

JD Stotts

CIO

Whitley Penn

Amanda Wilkie

Consultant

Boomer Consulting, Inc.

11:00 AM

11:00AM – 11:50AM PDT

(50m)

ENG2503. Update on Charitable Planning Techniques (EST, TAX)

Ted Batson

Partner/Tax Counsel

CapinCrouse LLP

11:00AM – 11:50AM PDT

(50m)

ENG2504. Recent Accountant’s Malpractice Decisions – Trends and What to Expect Going Forward (NAA, PRA)

Charles E. Jones, JD

Attorney

Moss & Barnett

J Michael Reese

Risk Control Consulting Director

CNA

11:00AM – 11:50AM PDT

(50m)

ENG2505. Unlocking Potential in Accounting Firms by Embracing Neurodiversity

Emma Ball

COO

Jordan CPA Services

Andrew Jordan

President

Jordan CPA Services

11:00AM – 11:50AM PDT

(50m)

EST2505. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update

Laura Hinson

Managing Director

Deloitte

Eileen Sherr

Director - Tax Policy and Advocacy

AICPA & CIMA

Carol Warley

Partner

RSM US LLP

11:00AM – 11:50AM PDT

(50m)

EST2506. Generation Skipping Tax Compliance Issues

Donita Joseph

Partner

Windes, Inc.

11:00AM – 11:50AM PDT

(50m)

FIN2502. Proactive Audit Preparation: Strategies for Key Focus Areas in Advance of Your Next Audit

Stephanie Cavadeas

Partner

Wipfli LLP

11:00AM – 11:50AM PDT

(50m)

FIN2503. Strategic Financial Planning in the Age of AI

11:00AM – 11:50AM PDT

(50m)

FMA2503. Techs, Trends and Disrupters

Roman Kepczyk

Director of Firm Technology Strategy

Rightworks, LLC

11:00AM – 11:50AM PDT

(50m)

NAA2505. FAQ: Accounting & Financial Reporting

11:00AM – 11:50AM PDT

(50m)

NAA2506. Peer Review Update

James Brackens, Jr.

Vice President of Ethics and Practice Quality

AICPA & CIMA

11:00AM – 11:50AM PDT

(50m)

PFP2502. Goldman - Hot Investment Research

11:00AM – 11:50AM PDT

(50m)

PFP2503. Life Insurance in the Wild

Leonard Wright

Wealth Management Advisor

Northwestern Mutual

11:00AM – 11:50AM PDT

(50m)

PFP2504. What Your Clients Aren’t Telling You Can Hurt You (and Them)

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

Kelley Long

Financial coach

Financial Bliss with Kelley Long

Sridhar Ramamoorti

Professor

University of Dayton School of Business Administration: Accounting

11:00AM – 11:50AM PDT

(50m)

PRA2505. Business Transformation

Sandy Johns

Founder & CPA

Revolution Financial

11:00AM – 11:50AM PDT

(50m)

SOC2503. Chasing Perfection: Proactive QC Programs and Peer Review Preparedness Techniques for SOC Reports

Chris Kradjan

Managing Partner

Moss Adams LLP

Patrick Morin

Principal - Information Systems and Risk Assurance

Baker Newman & Noyes

11:00AM – 11:50AM PDT

(50m)

TAX2505. International Tax Hot Topics

Chaya Siegfried

Partner - International Tax Services

Roth&Co CPA

11:00AM – 11:50AM PDT

(50m)

TAX2506. What taxpayers need to know about disaster relief and casualty losses

Brandon Lagarde

Partner

EisnerAmper

11:00AM – 11:50AM PDT

(50m)

TCH2504. Dark Side of AI: Intelligence without Wisdom is Dangerous

Steven Ursillo

Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity

Cherry Bekaert

11:00AM – 11:50AM PDT

(50m)

TCH2505. Modernizing Your Privacy Governance Program

Rena Wamsley

Director of Privacy

Fannie Mae

2:30 PM

2:30PM – 3:45PM PDT

(1h 15m)

DCPA2502. Transformation of Accounting Marketing: Boosting Your Firm in 2025

2:30PM – 3:45PM PDT

(1h 15m)

DEI2502. DEI Session - To Be Announced

2:30PM – 3:45PM PDT

(1h 15m)

EDG2503. First Year Partner: Moving Beyond Surviving to Thriving

Sarah Elliott

Co-founder and Principal

Intend2Lead LLC

Brian Kush

Principal

Intend2Lead

2:30PM – 3:45PM PDT

(1h 15m)

ENG2506. IRA/Retirement Account Update (EST, TAX, PFP)

Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

2:30PM – 3:45PM PDT

(1h 15m)

ENG2507. Form 1041 training – types of trusts (grantor, simple, complex), basic trust concepts (TAI, DNI, TTI, IDD), and elections (EST, TAX)

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

2:30PM – 3:45PM PDT

(1h 15m)

ENG2508. Business Tax Update (TAX, FIN)

Annette Nellen

Professor, MST Program Director

San Jose State University

2:30PM – 3:45PM PDT

(1h 15m)

ENG2535. Tech Update (TCH, FMA)

Randolph Johnston

Founder

Network Management Group, Inc.

Brian Tankersley

Director, Strategic Relationships

K2 Enterprises, LLC

2:30PM – 3:45PM PDT

(1h 15m)

EST2507. IRS Update and Dialogue on 706 and 709

Bryanne Dare - Invited

Senior Estate & Gift Tax Policy Legal Specialist

IRS

Laura Hinson

Managing Director

Deloitte

2:30PM – 3:45PM PDT

(1h 15m)

FIN2504. The Unshakeable Leader: How to Balance Change, Team Morale, and Your Sanity

Michael Burns

Director of Controlling

Covestro LLC

Wassia Kamon

Chief Financial Officer

Access to Capital for Entrepreneurs (ACE)

Kristine Lemanski

CFO

AssuredPartners Aerospace

Rob Teis

Director of Finance

Gun Lake Tribe

2:30PM – 3:45PM PDT

(1h 15m)

FMA2504. Studio Exchange 1

2:30PM – 3:45PM PDT

(1h 15m)

NAA2507. Alternative Accounting Frameworks

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

Julie Killian

Audit Principal

Rehmann

2:30PM – 3:45PM PDT

(1h 15m)

NAA2508. Fraud (Exposure Draft)

Heather Funsch

Principal

Rehmann

2:30PM – 3:45PM PDT

(1h 15m)

NAA2509. AI-Driven Audit Dynamics: Navigating the Standards in a New Era

Danielle Supkis Cheek

VP, Head of Analytics and AI

Caseware International

2:30PM – 3:45PM PDT

(1h 15m)

PFP2505. The Retirement Blueprint: Crucial Decisions Before and After the Big Day

David Frisch

President

Frisch Financial Group, Inc.

Melissa Linn

SVP, Senior Wealth Planning Strategist

Comerica Wealth Management

Paula McMillan

Wealth Advisor

Stearns Financial Group

Oscar Vives

Wealth Strategist

PNC Private Bank

2:30PM – 3:45PM PDT

(1h 15m)

PFP2506. Black Swan Events, How To Answer Client Concerns

2:30PM – 3:45PM PDT

(1h 15m)

PFP2507. Financial Planning Technology: How To Maximize Your Tech Stack

2:30PM – 3:45PM PDT

(1h 15m)

PRA2506. Latest Trends and Opportunities in CPA Firm M&A and Private Equity

Allan Koltin

CEO

Koltin Consulting Group

2:30PM – 3:45PM PDT

(1h 15m)

SOC2504. The Pivotal Role of SOC: Ensuring Success from Risk and Compliance Leaders

Audrey Katcher

Partner

RubinBrown, LLP

Shelby Nelson

Partner - SOC National Practice Leader

Frazier & Deeter, LLC

2:30PM – 3:45PM PDT

(1h 15m)

TCH2506. Growing and Cross-Selling a Cyber Practice

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Edward Keck

Cyber Security Lead

Withum

Roman Kepczyk

Director of Firm Technology Strategy

Rightworks, LLC

Nick Norton

Co-Founder & Chief Visionary

Geels Norton

4:00 PM

4:00PM – 4:50PM PDT

(50m)

DCPA2503. Launching FP&A Advisory Services: A Strategic Playbook

4:00PM – 4:50PM PDT

(50m)

DEI2503. Belonging - Are you at the table or on the menu?

Dave Kersting

Owner

Capovario

Brian Streig

CPA, Director

Calhoun, Thomson + Matza, LLP

4:00PM – 4:50PM PDT

(50m)

EDG2504. What's the Point in Communication?

Lauren Aldrich

Senior Finance Manager

JMP Statistical Discovery LLC

4:00PM – 4:50PM PDT

(50m)

ENG2509. Washington Update (TAX, EST)

Mark Peterson

Executive Vice President, Advocacy

AICPA

4:00PM – 4:50PM PDT

(50m)

ENG2510. Practical Steps for Firms to Build a Culture of Development

Jaclyn Badeau

President

Badeau Consulting, LLC

Jason Deshayes

Chief Executive Officer

Cook Wealth

4:00PM – 4:50PM PDT

(50m)

FIN2505. Navigating ESG: Strategic Approaches to Compliance and Value Creation

Matt Pelton

Audit & Assurance Managing Director

Deloitte & Touche LLP

Kenneth Witt

Associate Technical Director, MA R&D

AICPA & CIMA

4:00PM – 4:50PM PDT

(50m)

FIN2506. Influencing Executive Decision Making

Liz Barhydt

CFO, Pardon/ CEO, She Speaks Numbers

She Speaks Numbers

4:00PM – 4:50PM PDT

(50m)

FMA2505. Elevate Your Focus: Defeat Distractions for Peak Performance

Marcey Rader

Productivity Speaker

RaderCo

4:00PM – 4:50PM PDT

(50m)

NAA2510. FAQ: Audits, Reviews, Compilations

4:00PM – 4:50PM PDT

(50m)

NAA2511. Understanding Required Income Tax Disclosures and How to Gain Assurance Over Their Accuracy

4:00PM – 4:50PM PDT

(50m)

NAA2512. Creating Your Change Management Strategy for Audit Transformation

Will Hill

Owner

Will Hill Consults, LLC

Jessie Kanter

Partner-in-Charge of Methodology & Innovations

Citrin Cooperman

4:00PM – 4:50PM PDT

(50m)

PFP2508. Navigating Health Care Before Age 65

Kelley Long

Financial coach

Financial Bliss with Kelley Long

4:00PM – 4:50PM PDT

(50m)

PFP2509. Goldman - Practice Management

4:00PM – 4:50PM PDT

(50m)

PFP2510. Morningstar: The Future of Lifetime Financial Advice; Morningstar: Latest Research

Thomas Idzorek

Chief Investment Officer, Retirement

morningstar

4:00PM – 4:50PM PDT

(50m)

PFP2511. Guiding Clients Through Investments: No Expertise Required

David Frisch

President

Frisch Financial Group, Inc.

Melissa Linn

SVP, Senior Wealth Planning Strategist

Comerica Wealth Management

4:00PM – 4:50PM PDT

(50m)

PRA2507. The Messy Middle - Mastering Transition from Growth to Scale

Barbara Richardson

CPA

SpringWell Financial Solutions

4:00PM – 4:50PM PDT

(50m)

SOC2505. SOC Trivia Battle: Conquering Engagement Obstacles

Angela Appleby

Partner

Plante Moran

Neha Patel

Executive Partner

Weaver & Tidwell LLP

Paul Perry

Member | Risk Advisory & Assurance Services

Warren Averett LLC

4:00PM – 4:50PM PDT

(50m)

TCH2507. Impacts of the SEC Cyber Disclosure Rule

Ben Hunter III

Principal

UHY LLP

4:00PM – 4:50PM PDT

(50m)

TCH2508. Leveraging Technology to Attract Top Talent in Accounting

Arianna Campbell

Shareholder, COO

Boomer Consulting, Inc.

Amy Vetter

CEO

The B3 Method Institute

Wednesday, June 11, 2025

9:00 AM

9:00AM – 9:50AM PDT

(50m)

DCPA2504. Transformative Advisory: Building Trust and Driving Results

9:00AM – 9:50AM PDT

(50m)

DEI2504. How Diversity, Equity, and Inclusion Became Critical Components of GRF’s Business Success

Crystal Cooke

Director - Diversity & Inslusion

AICPA & CIMA

Trevor Williams

Partner

GRF CPAs and Advisors

9:00AM – 9:50AM PDT

(50m)

ENG2511. Proposed Partnership Basis Regs (TAX, EST)

Brian Lovett

Partner

Withum

9:00AM – 9:50AM PDT

(50m)

ENG2512. Permission to be Human (TCH, EDG, FIN)

MaryBeth Hyland

SparkVision

9:00AM – 9:50AM PDT

(50m)

EST2508. Risk Mitigations Strategies for the Successor Trustee or... war stories of an expert witness.

Josh Yager

Managing Partner

Anodos Law

9:00AM – 9:50AM PDT

(50m)

EST2509. Basis Consistency Regulations Update

Laura Hinson

Managing Director

Deloitte

Patricia McGrenera

Senior Manager

Deloitte

9:00AM – 9:50AM PDT

(50m)

FMA2506. Courageous Conversations: Clear is Kind

9:00AM – 9:50AM PDT

(50m)

NAA2513. AICPA Update

9:00AM – 9:50AM PDT

(50m)

PFP2512. The Strategies of Creating A Retirement Income Plan

Oscar Vives

Wealth Strategist

PNC Private Bank

9:00AM – 9:50AM PDT

(50m)

PFP2513. DFA - Apollo: current thinking on practice management. DFA: current thinking on PW portfolio management.

9:00AM – 9:50AM PDT

(50m)

PFP2514. To Be Announced - PFP

9:00AM – 9:50AM PDT

(50m)

PRA2508. Building a Future-Ready CAS Practice + Innovative Metrics for Measuring CAS Performance

Sharon Berman

Principal

Rehmann

Amy Bridges

Senior Manager, Professional Services

CPA.com

Veronica Sims

Principal

Varney & Associates, CPAs, LLC

9:00AM – 9:50AM PDT

(50m)

PRA2509. The Art of Alignment - Balancing Your Firm, Your Team, Your Clients, and Yourself

Twyla Verhelst

Head of Accounting Partnerships

(update coming soon)

9:00AM – 9:50AM PDT

(50m)

SOC2506. Future-Proofing SOC Examinations: Integrating AI and Emerging Practices

Chris Halterman

Managing Director

Carrie Kostelec

Lead Manager - SOC & Related Services

AICPA & CIMA

9:00AM – 9:50AM PDT

(50m)

TAX2507. Data Security and IRS

Catharine Drake Madeley

Certified Public Accountant

Salling Madeley, PLLC

Terry Lemons

Communications & Liaison Chief

IRS

9:00AM – 9:50AM PDT

(50m)

TAX2508. Tax Exempt Organizations, Charities and Nonprofits update

Jane Searing

Managing Director

Deloitte Tax LLP, Global Center for Excellence in Philanthropy

10:05 AM

10:05AM – 11:20AM PDT

(1h 15m)

DCPA2505. Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results

10:05AM – 11:20AM PDT

(1h 15m)

DEI2505. Empowering Leadership: Developing Visionary Leaders in the Accounting Profession

Kendra LaFleur

Director

Forvis Mazars

Alexis Weber

Senior Manager - Emerging Professionals

AICPA & CIMA

10:05AM – 11:20AM PDT

(1h 15m)

EDG2505. Mistakes Were Made: Addressing Common Leadership Failings in Accounting Firms

Michael Meihaus

Owner

Meihaus CPA, PC

10:05AM – 11:20AM PDT

(1h 15m)

ENG2513. Last Minute Financial Planning Prior to TCJA Sunset 2025; Planning For Sunset Without Bankrupting Your Client; 5 Tactical Strategies to Save Your Income After 2025 (PFP, EST, TAX)

Robert Keebler

Partner

Keebler and Associates, LLP

10:05AM – 11:20AM PDT

(1h 15m)

ENG2514. Effectively Delivering Bad News or Feedback (FIN, EDG, PRA)

10:05AM – 11:20AM PDT

(1h 15m)

ENG2515. Auditing within Microsoft Azure and/or Google Cloud Platform (SOC, TCH)

Jeff Cook

Managing Principal - SOC

Fortreum, LLC

Steven Ursillo

Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity

Cherry Bekaert

10:05AM – 11:20AM PDT

(1h 15m)

EST2510. Speed Round- Forms 706, 709, 1041 your questions answered!

Stephen Bigge

Partner

Keebler & Associates, LLP

Mary Kay Foss

CPA

Mary Kay Foss CPA

Laura Hinson

Managing Director

Deloitte

Donita Joseph

Partner

Windes, Inc.

10:05AM – 11:20AM PDT

(1h 15m)

EST2511. Grantor Trust Compliance: More Issues Than You Think

Carl Fiore

Managing Director

Andersen LLC

Paige Goepfert

Managing Director

Andersen

10:05AM – 11:20AM PDT

(1h 15m)

FIN2507. Automating Accounting Processes with Power Query and Power BI

Justin Mannhardt

Chief Customer Officer

P3 Adaptive

10:05AM – 11:20AM PDT

(1h 15m)

FMA2507. The Accounting Profession is at an Inflection Point: What You Need to Know to Help Lead Successful CPA Firms in the Future

Michael Horwitz

Executive Director, BDO Alliance USA

BDO

10:05AM – 11:20AM PDT

(1h 15m)

NAA2514. ASB/ARSC Update

Jennifer Burns

Chief Auditor

AICPA & CIMA

Michael Westervelt

Principal - National Assurance, Construction

CLA

10:05AM – 11:20AM PDT

(1h 15m)

NAA2515. Complicated GAAP Measurement Issues

Keith Peterka

Partner

Anchin

10:05AM – 11:20AM PDT

(1h 15m)

PFP2515. To Be Announced - PFP

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

10:05AM – 11:20AM PDT

(1h 15m)

PFP2516. Compassionate Care and Critical Choices: Navigating Financial and Non-Financial Decisions for End-of-Life Planning

David Frisch

President

Frisch Financial Group, Inc.

Melissa Linn

SVP, Senior Wealth Planning Strategist

Comerica Wealth Management

10:05AM – 11:20AM PDT

(1h 15m)

PRA2510. Innovative Hiring: Tapping into Nontraditional Talent Pools

Tosha Anderson

Founder and Managing Partner

The Charity CFO

Vincent Howard

Managing Partner

Howard, Howard and Hodges

10:05AM – 11:20AM PDT

(1h 15m)

TAX2509. Escaping the high-tax blues: How to effectively change your residence from a high-tax state to a low- or no-tax state.

Mike Grim

Director

Cherry Bekaert Advisory LLC

Mark Klein

Partner/Chairman Emeritus

Hodgson Russ LLP

10:05AM – 11:20AM PDT

(1h 15m)

TAX2510. Pre-Liquidity Tax Planning for the Sale of a Business

Justin Miller

Partner and National Director of Wealth Planning

Evercore Wealth Management

10:05AM – 11:20AM PDT

(1h 15m)

TCH2509. Empowering CPAs with PowerBI: From Data Extraction to Actionable Analytics

Bryan Geels

Co-founder & Chief Innovator

Geels Norton

James Miller

M&A

Vital Records Control

1:30 PM

1:30PM – 2:45PM PDT

(1h 15m)

ENG2516. Employer Strategies to Build the Accounting Pipeline (PRA, EDG, FMA)

Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

1:30PM – 2:45PM PDT

(1h 15m)

ENG2517. Laying the Foundation: Essential Steps to Start Your CPA Firm (EDG, PRAC)

Michael Meihaus

Owner

Meihaus CPA, PC

Renee Prince

President

Renee Prince, CPA, PC

Victoria Thayer

Founder & CEO

Novii CPA

1:30PM – 2:45PM PDT

(1h 15m)

ENG2518. Managing Technology Vendor Relationships (TCH, SOC)

Jose Antunes

Chief Utilization Officer

Withum

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Jerry Leever

CIO

GHJ Advisors

JD Stotts

CIO

Whitley Penn

1:30PM – 2:45PM PDT

(1h 15m)

EST2512. Post-Mortem Tax Elections

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

1:30PM – 2:45PM PDT

(1h 15m)

EST2513. Tax Affecting & Other Valuation Issues

John Prokey

Partner

Ramsbacher Prokey Leonard LLP

1:30PM – 2:45PM PDT

(1h 15m)

FIN2508. The Value of Information: Creating Accurate Financial Forecasts

Carl Seidman

Principal

Seidman Financial

1:30PM – 2:45PM PDT

(1h 15m)

FIN2509. Financial Digitalization Journey: Where Should You Be With the Size of Your Company?

Jasmine Ahmed

VP-Global Head of Finance Transformation

Coca Cola Company

Janice Stucke

CFO and Foundation Treasurer

CREW Network

1:30PM – 2:45PM PDT

(1h 15m)

FMA2508. Studio Exchange 2

1:30PM – 2:45PM PDT

(1h 15m)

NAA2516. Getting the GAAP Right in Restructurings

1:30PM – 2:45PM PDT

(1h 15m)

NAA2517. Revenue Recognition Accounting and Auditing - Expanded Discussion

Lynford Graham

Consultant and Educator

Lynford Graham CPA

1:30PM – 2:45PM PDT

(1h 15m)

NAA2518. Going Concern

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

Laura Schuetze

Partner - Assurance Quality & Risk

Grant Thornton LLP

1:30PM – 2:45PM PDT

(1h 15m)

PFP2517. Navigating Medicare: Essential Insights and Updates

Paula McMillan

Wealth Advisor

Stearns Financial Group

1:30PM – 2:45PM PDT

(1h 15m)

PFP2518. Decoding Trusts and Operating Agreements: Unlocking Opportunities in Personal Financial Planning

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.®

1:30PM – 2:45PM PDT

(1h 15m)

PFP2519. A New and More Intuitive Way to Invest in Retirement: Dedicated Portfolios

Stephen Huxley

Managing Director, Research, and Founding Partner

Asset Dedication

1:30PM – 2:45PM PDT

(1h 15m)

TAX2511. Tax cases in the Supreme Court - Moore, Boechler, Chevron doctrine (Loper Bright) , Connelly

1:30PM – 2:45PM PDT

(1h 15m)

TAX2512. When a Client Dies: Advising the Family on Tax and Financial Issues Involved in the Administration of the Estate

Martin Finn

Partner

Rowlands, LeBrou & Griesmer, PLLC

1:30PM – 2:45PM PDT

(1h 15m)

TAX2513. Representing Clients in Tax Controversy: When to Call Saul

Melissa Wiley

Partner

Lowenstein Sandler LLP

1:30PM – 2:45PM PDT

(1h 15m)

TCH2510. Growth, Adoption and Turbulence for the Digital Assets Environment

3:00 PM

3:00PM – 4:15PM PDT

(1h 15m)

DCPA2506. Crafting a Winning HR Advisory Firm Strategy

3:00PM – 4:15PM PDT

(1h 15m)

EDG2506. Thriving Amidst Technological Advances: The Power of 5 Key Leadership Skills

Jaclyn Badeau

President

Badeau Consulting, LLC

Jessica McClain

Chief Financial Officer

Girl Scouts Nation's Capital

3:00PM – 4:15PM PDT

(1h 15m)

ENG2519. Navigating the Financial Maze of Gray Divorce: Tax Implications and Planning Strategies for CPAs (PFP, TAX)

David Stolz

Consultant

Stolz and Associates

Paula McMillan

Wealth Advisor

Stearns Financial Group

3:00PM – 4:15PM PDT

(1h 15m)

ENG2520. National Taxpayer Advocate (TAX, EST)

3:00PM – 4:15PM PDT

(1h 15m)

ENG2521. Estate Planning for the 99% of Us (TAX, EST)

Karly Laughlin

Director

Belfint, Lyons & Shuman, P.A.

Jordon Rosen

Director (Retired)

BLS CPA

3:00PM – 4:15PM PDT

(1h 15m)

ENG2522. Generative AI - The Current Regulatory Environment and How to Embed Agile Governance (TCH, FIN)

3:00PM – 4:15PM PDT

(1h 15m)

EST2514. Why your revocable trust isn't an object- tips and tricks / What's up doc?

Carl Fiore

Managing Director

Andersen LLC

Paige Goepfert

Managing Director

Andersen

3:00PM – 4:15PM PDT

(1h 15m)

FIN2510. Building the Next Generation of Leaders

Tom Finegan

Chairman and CEO

Clarkson Consulting

3:00PM – 4:15PM PDT

(1h 15m)

FMA2509. Understanding Firm Financials

Kimberly Russo

Partner, Chief Operating Officer

Swink Coplen and Company

Sarah Snell

Chief Operating Officer

HFA Certified Public Accountants and Advisors

3:00PM – 4:15PM PDT

(1h 15m)

NAA2519. Complicated Lease Issues

3:00PM – 4:15PM PDT

(1h 15m)

NAA2520. Accounting Estimates and Auditor Responsibilities

Mike Manspeaker

Audit Partner

SEK, CPAs & Advisors

3:00PM – 4:15PM PDT

(1h 15m)

NAA2521. Using Tech in an Audit

3:00PM – 4:15PM PDT

(1h 15m)

PFP2520. Financial and Legal Aspects of Elder Care Planning

Elizabeth Forspan

Partner

Forspan Klear LLP

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

3:00PM – 4:15PM PDT

(1h 15m)

PFP2521. Financial Planning for DINKs & SINKs (aka Childfree Clients)

Kelley Long

Financial coach

Financial Bliss with Kelley Long

3:00PM – 4:15PM PDT

(1h 15m)

PRA2511. Life After Private Equity: What is it like to work for Private Equity?

Amber Goering

CEO

Goering and Granatino

Michael Maksymiw, Jr.

Executive Director

Aprio LLP

Gary Thomson

Managing Partner

Thomson Consulting, LLC

3:00PM – 4:15PM PDT

(1h 15m)

PRA2512. Implementing a Comprehensive Tech Stack for Small Firms

Logan Graf

Owner

The Graf Tax Co.

Chris Hervochon

Sole Member

Better Numbers

3:00PM – 4:15PM PDT

(1h 15m)

SOC2507. Ask the Experts: A Discussion on Third-Party Risk Management and SOC Reporting

Angela Appleby

Partner

Plante Moran

Chris Halterman

Managing Director

Sean Linton

Partner

EisnerAmper, LLP

Neha Patel

Executive Partner

Weaver & Tidwell LLP

Steven Ursillo

Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity

Cherry Bekaert

3:00PM – 4:15PM PDT

(1h 15m)

TCH2511. Revolutionizing Client Advisory Services: Harnessing AI for Unparalleled Impact

Kimberly Blascoe

Sr. Director, CAS Professional Services

CPA.com

Elinor Litwack

Partner, Outsourced Accounting & Advisory Services

GRF CPAs and Advisors

Kane Polakoff

Principal, Client Advisory Services Practice Leader

CohnReznick

Wesley Wahlberg

Consulting Controller/CAAS Tech Strategist

CliftonLarsonAllen

4:30 PM

4:30PM – 5:20PM PDT

(50m)

ENG2523. Reviewing 1040s for Financial Planning Opportunities (PFP, PRA)

Roger Pine

CEO and Co-Founder

Holistiplan

4:30PM – 5:20PM PDT

(50m)

ENG2524. Building Places People Want to Work

Kassi Rushing

CEO & Owner

Kassi Rushing Consulting

4:30PM – 5:20PM PDT

(50m)

EST2515. Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset

Robert Keebler

Partner

Keebler and Associates, LLP

4:30PM – 5:20PM PDT

(50m)

EST2516. Using AI in Your Estate Planning Practice

4:30PM – 5:20PM PDT

(50m)

EST2517. Overrated - The Impact of Interest Rates on Estate Planning Techniques

Katie Gardner

Director, Institute for Trust and Estate Planning

Bernstein Private Wealth Management

4:30PM – 5:20PM PDT

(50m)

FIN2511. Outsourced Accounting Services: Lessons Learned

4:30PM – 5:20PM PDT

(50m)

FIN2512. Navigating Career Growth: Leveraging Stretch Assignments and Cultural Adaptation for Personal Development

LaToya Lacey

Vice President, ERM & Insurance

Estee Lauder

4:30PM – 5:20PM PDT

(50m)

FMA2510. Transformative Performance: Preparing Your Firm for Future Leadership

Rachel Anevski

President & CEO

Matters of Management, LLC

4:30PM – 5:20PM PDT

(50m)

NAA2522. Group Audits

Elizabeth Gantnier

Partner

FORVIS

Maria Manasses

Deputy Chief Auditor, Audit & Assurance Services

Grant Thornton LLP

4:30PM – 5:20PM PDT

(50m)

NAA2523. Responsiblities for ITGCs

4:30PM – 5:20PM PDT

(50m)

NAA2524. Getting the Cashflow Statement Right

4:30PM – 5:20PM PDT

(50m)

PFP2522. Lifetime Income: A License to Spend

David Blanchett

Head of Retirement Research

PGIM

4:30PM – 5:20PM PDT

(50m)

SOC2508. Maintaining the Essence of SOC Reporting in the Age of Automation

Kimberly Koch

Partner

Moss Adams

Chris Kradjan

Managing Partner

Moss Adams LLP

4:30PM – 5:20PM PDT

(50m)

TAX2514. Family Office Hot Topics

David Rosen

Partner

RS&F

4:30PM – 5:20PM PDT

(50m)

TAX2515. The IRS Will Soon Require 1099s For Digital Assets Activity - What You Need to Know

Nik Fahrer

Director

Forvis Mazars

Annette Nellen

Professor, MST Program Director

San Jose State University

4:30PM – 5:20PM PDT

(50m)

TAX2516. Hot Topics under the BBA Partnership Audit Regime

Rochelle Hodes

Principal

Crowe LLP

4:30PM – 5:20PM PDT

(50m)

TCH2512. Online Self-Defense - Protecting Your Personal Privacy

Jeff Cook

Managing Principal - SOC

Fortreum, LLC

4:30PM – 5:20PM PDT

(50m)

TCH2513. Rapidfire New Apps

Ellen Choi

Founder & CEO

Edgefield Group

Byron Patrick

CEO

VERIFYiQ

Brian Tankersley

Director, Strategic Relationships

K2 Enterprises, LLC

Thursday, June 12, 2025

9:00 AM

9:00AM – 9:50AM PDT

(50m)

ENG25K04. ENGAGE Keynote - To Be Announced

10:05 AM

10:05AM – 10:55AM PDT

(50m)

EDG2507. Leveraging Your Personality Type to Accelerate Career Growth and Find Your Perfect Role

Sarah Flischel

Director of Audit Transformation and Training

AAFCPAs

10:05AM – 10:55AM PDT

(50m)

ENG2525. Independence in an Alternative Practice Structure (NAA, PRA)

10:05AM – 10:55AM PDT

(50m)

ENG2526. 2025 Cyber Incidents, Breaches, and Beyond (TCH, NAA)

Christopher Tait

Principal

Baker Tilly

10:05AM – 10:55AM PDT

(50m)

EST2518. Should I Stay or Should I Go? Tax Residency Planning

Adam Damerow

Partner

Katten Muchin Rosenman LLP

Jeremy Dubow

Founding Partner CEO

NDH LLP

10:05AM – 10:55AM PDT

(50m)

EST2519. Estate Planning for Multi-Generational Clients

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

10:05AM – 10:55AM PDT

(50m)

FIN2513. Corporate Performance Management – How to Create the Right Measures For Your Company

10:05AM – 10:55AM PDT

(50m)

FMA2511. From Behind-the-Scenes to Center Stage: Elevate Your Personal Brand and Professional Impact

10:05AM – 10:55AM PDT

(50m)

PFP2523. Bob Powell - Editor of The Street's Retirement Daily

Robert Powell

Journalist

Retirement Daily on TheStreet

10:05AM – 10:55AM PDT

(50m)

PFP2524. How to Handle Entity Redemption Plans Funded with Life Insurance in light of the Connelly Supreme Court Decision

Robert Barnett

Partner

Capell Barnett Matalon & Schoenfeld LLP

10:05AM – 10:55AM PDT

(50m)

SOC2509. Staying Ahead of Cyber Threats: SOC Practitioner Responsibilities and Disclosure Standards

Kimberly Koch

Partner

Moss Adams

Sean Linton

Partner

EisnerAmper, LLP

10:05AM – 10:55AM PDT

(50m)

TAX2517. Renewable Energy Tax Credits: 2025 and Beyond

Randy Crabtree

Partner

Tri-Merit

Lynn Mucenski-Keck

National Leader, Federal Tax Policy

Withum

10:05AM – 10:55AM PDT

(50m)

TAX2518. Taxation of Employment Incentives (including Stock Options, etc)

Karen Brosi

Owner

Karen Brosi, EA, CFP, a LLC

10:05AM – 10:55AM PDT

(50m)

TCH2514. Domino Effect of Vendor Risk: Understanding Threats and Proactive Countermeasures

Cameron Over

Partner, National Cyber Risk Leader

CrossCountry

11:10 AM

11:10AM – 12:25PM PDT

(1h 15m)

EDG2508. Failing is Not a Failure

Michael Maksymiw, Jr.

Executive Director

Aprio LLP

11:10AM – 12:25PM PDT

(1h 15m)

ENG2527. Accelerate Your Digital Transformation with Microsoft 365 (PFP, TCH)

John Higgins

Strategic Technology Advisor

Higgins Advisory, LLC

11:10AM – 12:25PM PDT

(1h 15m)

ENG2528. Don’t Treat Burnout as a Badge of Honor (PRA, EDG, TAX)

Randy Crabtree

Partner

Tri-Merit

Daniel Moore

Owner

D.T. Moore & Company

Trina Rozen

Owner

Trina Rozen CPA

11:10AM – 12:25PM PDT

(1h 15m)

EST2520. The Calculation and Importance of Trust Accounting Income (TAI) including flow-through entities

Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

Paige Goepfert

Managing Director

Andersen

11:10AM – 12:25PM PDT

(1h 15m)

EST2521. A View from the Front Lines – Current Issues in Estate Tax Audits and Litigation

Keri Brown

Partner, Tax Controversy

Baker Botts L.L.P.

11:10AM – 12:25PM PDT

(1h 15m)

FIN2514. Getting a Seat at the Table: How Finance Partners Lead Strategic Decisions

Christian Wattig

Founder & Lead Instructor

FP&A Prep

11:10AM – 12:25PM PDT

(1h 15m)

FMA2512. Coaching

William Reeb

CEO

Succession Institute, LLC

11:10AM – 12:25PM PDT

(1h 15m)

NAA2525. Fireside Chat (Stump the Chumps)

11:10AM – 12:25PM PDT

(1h 15m)

NAA2526. Documenting SAS 145: Tips and Tricks

Lynford Graham

Consultant and Educator

Lynford Graham CPA

11:10AM – 12:25PM PDT

(1h 15m)

PFP2525. Fireside Chat Discussion

David Blanchett

Head of Retirement Research

PGIM

Michael Finke

Professor, Frank M. Engle Chair of Economic Security Research

The American College of Financial Services

Lyle Benson

Founder and President

L. K. Benson & Company

11:10AM – 12:25PM PDT

(1h 15m)

SOC2510. Audit Tetris: Stacking Frameworks Like a Pro

Alexis Kennedy

Partner

Weaver

Patrick Morin

Principal - Information Systems and Risk Assurance

Baker Newman & Noyes

11:10AM – 12:25PM PDT

(1h 15m)

TAX2519. Examination of Wealthy HNW/UHNW Individuals and Their Family Offices

Thomas Cullinan

Shareholder

Chamberlain Hrdlicka

Charles Rettig

Shareholder

Chamberlain Hrdlicka

11:10AM – 12:25PM PDT

(1h 15m)

TCH2515. Strategic Benefits of Offshoring

Brad Barrett

Partner-Audit Services

Grant Thornton LLP

Christopher Tait

Principal

Baker Tilly

Jason Uetrecht

Partner In Charge - Private Client Services

RubinBrown

1:15 PM

1:15PM – 2:30PM PDT

(1h 15m)

EDG2509. A CPA's Beautiful Mind: Admitting and Conquering Struggles with Depression

Gary Nelson

Principal

Schellman

1:15PM – 2:30PM PDT

(1h 15m)

ENG2529. Artificial Intelligence – How to Unleash the Power of Microsoft Copilot for CPAs (TCH, NAA, PFP, FMA)

John Higgins

Strategic Technology Advisor

Higgins Advisory, LLC

1:15PM – 2:30PM PDT

(1h 15m)

ENG2530. SECURE Act and SECURE 2.0 IRS Guidance (EST, PFP)

Robert Keebler

Partner

Keebler and Associates, LLP

1:15PM – 2:30PM PDT

(1h 15m)

ENG2531. Why Change is Difficult – And Sometimes it Isn’t (FIN, EDG)

Pascal Kornfuehrer

Head of Controllership / Finance Americas

SABIC

1:15PM – 2:30PM PDT

(1h 15m)

NAA2527. Evidence and Documentation in the Digital Age + Reviews

Michael Brand

Member

BMSS, LLC

Elizabeth Gantnier

Partner

FORVIS

1:15PM – 2:30PM PDT

(1h 15m)

PRA2513. Solve Cash Flow Challenges: Empower Your Clients with Financing Advisory Services

Matt Elwell

Product Account Manager - Financing Advisory Services

CPA.com

Charles Groome

Tony Khait

1:15PM – 2:30PM PDT

(1h 15m)

SOC2511. The SOC Non-Negotiables: Traversing the Not-Quite Right Evidence Without Losing Your Mind (or Your Client)

Audrey Katcher

Partner

RubinBrown, LLP

Jenny Trotta

Principal

Plante Moran

1:15PM – 2:30PM PDT

(1h 15m)

TAX2520. IRS Enforcement Priorities Impacting Your Clients, and Maybe You

Thomas Cullinan

Shareholder

Chamberlain Hrdlicka

Charles Rettig

Shareholder

Chamberlain Hrdlicka

2:45 PM

2:45PM – 4:00PM PDT

(1h 15m)

ENG2532. Best Ideas Panel - Closing Session (TAX, PFP, EST)

Mark Gallegos

Tax Partner

Porte Brown LLC

Paige Goepfert

Managing Director

Andersen

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Lyle Benson

Founder and President

L. K. Benson & Company

2:45PM – 4:00PM PDT

(1h 15m)

ENG2533. Cracking the Case: Real-World Examples of White-Collar Crime (FIN, NAA, FMA)

Angela Mennitt

Supervisory Forensic Accountant

FBI

John Schmid

Supervisory Forensic Accountant

FBI

2:45PM – 4:00PM PDT

(1h 15m)

ENG2534. The Relationship Between Employee Experience and Client Experience (EDG, SOC, PRA)

Arianna Campbell

Shareholder, COO

Boomer Consulting, Inc.

2:45PM – 4:00PM PDT

(1h 15m)

NAA2528. PEEC Update

Michael Brand

Member

BMSS, LLC

2:45PM – 4:00PM PDT

(1h 15m)

PRA2514. Tax Season Debrief

Nicole Davis

Founder and Chief Hello Officer

Butler-Davis

Jennifer Dymond

CEO

Spire Consulting Services

Matt Wilson

Partner

Wilson Ivanova Certified Public Accountants

2:45PM – 4:00PM PDT

(1h 15m)

TCH2516. What's in My Bag? Gadgets and Gizmos for Road Warriors

David Cieslak

EVP, Chief Cloud Officer

RKL eSolutions, LLC

Marc Staut

Chief Innovation &; Technology Officer

Boomer Consulting, Inc