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Dustin Dale, B.B.A., SHRM
Dustin Dale is a nationally recognized motivational keynote speaker and best-selling author. Ohio native Dustin speaks on leadership development, business development, and a positive mindset. He has delivered messages to some of the biggest brands in the world to help them elevate themselves to be elite.
LinkedIn: dustindaleservantleader
Lindsay Stevenson, CPA, CGMA
As BPM’s Chief Transformation Officer, Lindsay Stevenson drives innovation at the Firm and has spent the last 15+ years serving as a change agent in the accounting profession. As a consultant, she has overseen cultural and organizational alignment frameworks, DEI initiatives, business combination strategies and enterprise software selection and implementation processes. She has also been recognized as 25 Most Powerful Women in Accounting 2018, 2019, 2020 and 2023 by AICPA and CPA Practice Advisor.
LinkedIn: lindsaystevensoncpa
Andrea Applegate
Andrea is a recognized expert in workforce & talent, and she speaks from a diverse array of work experience: from manufacturing to insurance to technology; from start-up to corporate to nonprofit.
LinkedIn: andreaapplegate
Steve Dimengo, B.A., M.A., CPA, J.D.
Steve concentrates his practice on transactions with federal tax implications involving Ohio sales, income and commercial activity taxes. This includes sales of real property, the acquisition/sale of businesses and comprehensive Ohio tax audits and planning.
LinkedIn: stevendimengo
Tom Groskopf, CPA, CVA, MBA
Tom is a nationally recognized authority on accounting and auditing topics and has served on numerous national and international standard-setting committees. He serves as the service line leader for the firm’s accounting and audit practice. Tom is also the Technical Director of the Center for Plain English Accounting (CPEA) CPEA is the AICPA’s national office resource for CPA firms with over 400 member firms ranging from sole practitioners to several of the largest firms in the nation.
LinkedIn: thomas-groskopf-bb220916
Karina Kasztelnick, Ph.D., MBA, BS, CPA, CTP, Post Doc
Karina teaches the science and art of discovering and analyzing patterns, identifying anomalies, and extracting other useful information in data for application to a business issue or research problems. She has also worked as the Government Researcher/Subject Matter Expert in the Big Data Analytics at the U.S. Department of Treasury.
LinkedIn: karina3
Craig Miller, CPA, CCSP, CGFM, MBA
Mr. Miller most recently held the role of Vice-President of Duffy + Duffy. During his 3+ years in this position, the company significantly improved its market position and performance by expanding its services into several new states.
LinkedIn: craigmillercpa
Melissa Rodriguez, CFE, CLEI, CM, CCFI
Melissa has spent the past six years as a Forensic Auditor for the US Department of Justice. She has worked a variety of cases including organized crime, hidden ownership FFLs, contraband cigarette trafficking, arson-for-profit including use of explosives, firearms trafficking, robbery groups, murder, and OCDETF cases. She specialize in the money tracing and money laundering investigations for violent criminals.
Download the full conference agenda as a PDF
Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.
Time | Ethics & Talent MGMT / Essential Skills & Prof. Development | Technology Strategy & Productivity | Tax Strategy | Accounting & Auditing Compliance |
---|---|---|---|---|
8:30 a.m. - 9:20 a.m. | Keynote 1. Thrive in 2025 Dustin Dale |
Keynote 1. Thrive in 2025 Dustin Dale |
Keynote 1. Thrive in 2025 Dustin Dale |
Keynote 1. Thrive in 2025 Dustin Dale |
9:20 a.m. - 9:30 a.m. | Conference Break | Conference Break | Conference Break | Conference Break |
9:30 a.m. - 10:45 a.m. | 2. Ohio Professional Standards and Responsibilities Tiffany Crosby, CPA (October) Laura Hay, CPA (November) |
3. Are Cybersecurity and Compliance a Waste of Time (and Money)? Mike Moran |
4. Federal Tax - What's Coming In 2025 | 5. Accounting Standard Update John Krizansky, CPA |
10:45 a.m. - 11:00 a.m. | Conference Break | Conference Break | Conference Break | Conference Break |
11:00 a.m. - 12:15 p.m. | 2. Ohio Professional Standards and Responsibilities Cont. |
6. The Evolution of CPA Careers in the Age of Digital and AI Transformation Karina Kasztelnick, Ph.D., MBA, BS, CPA, CTP, Post-Doc |
7. Maximizing Tax Breaks for Small Businesses | 8. Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements Mike Glynn, CPA, CGMA |
12:15 p.m. - 1:00 p.m. | Lunch | Lunch | Lunch | Lunch |
1:00 p.m. - 2:15 p.m. | 9. Increasing Morale and Workforce Longevity Andrea Applegate |
10. Copilot - New Uses and Strategies | 11. An IRS Update Nichelle Gray |
12. From Standards to Strategies: Practical Approaches for Achieving Accounting and Auditing Compliance Excellence Jon Shoop |
2:15 p.m. - 2:25 p.m. | Conference Break | Conference Break | Conference Break | Conference Break |
2:25 p.m. - 3:15 p.m. | 13. Become and Ethical Leader to Drive Crucial Business | 14. Best Practices For Implementing Crypto Payments and AI | 15. Elder Planning Erin Eurenius, Esq., CELA, CPA, MBA |
16. Governmental and Not-for-Profit A&A Update |
3:15 p.m. - 3:30 p.m. | Conference Break | Conference Break | Conference Break | Conference Break |
3:30 p.m. - 4:45 p.m. | 17. Ethically Leveraging Generative AI | 17. Ethically Leveraging Generative AI | 18. Social Security: Retirement Update Theresa Busher Kelly Draggoo |
19. Update on Standards for Audit and Attestation Engagements Ahava Goldman, CPA |
Download the full conference agenda as a PDF
Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.
Time | Financial Accounting Reporting & Analysis | Business MGMT & Strategy | Risk MGMT & Fraud | Tax Compliance | Accounting & Auditing Risk MGMT |
---|---|---|---|---|---|
8:30 a.m. - 9:20 a.m. | Keynote 20. The Future of Automation in Accounting Lindsay Stevenson |
Keynote 20. The Future of Automation in Accounting Lindsay Stevenson |
Keynote 20. The Future of Automation in Accounting Lindsay Stevenson |
Keynote 20. The Future of Automation in Accounting Lindsay Stevenson |
Keynote 20. The Future of Automation in Accounting Lindsay Stevenson |
9:20 a.m. - 9:30 a.m. | Conference Break | Conference Break | Conference Break | Conference Break | Conference Break |
9:30 a.m. - 10:45 a.m. | 21. Educating Clients on Financial Data Interpretation Sam Mansour |
22. Financial Components of a Law Enforcement Investigation Melissa Rodriguez, CFE, CLEI, CM, CCFI |
22. Financial Components of a Law Enforcement Investigation Melissa Rodriguez, CFE, CLEI, CM, CCFI |
23. OSCPA Legislative Update Greg Saul |
24. An Update on Financial Reporting |
10:45 a.m. - 11:00 a.m. | Conference Break | Conference Break | Conference Break | Conference Break | Conference Break |
11:00 a.m. - 12:15 p.m. | 25. Exit Planning - The Strategy Going Forward Mike Trabert, CPA, CVA, CMAP, CEPA, CMAA, CBEC |
25. Exit Planning - The Strategy Going Forward Mike Trabert, CPA, CVA, CMAP, CEPA, CMAA, CBEC |
26. Fraud Risk in the Age of AI: Challenges and Opportunities Steve Allen, CPA |
27. Individual Tax Strategy Update | 28. Cyber Fraud |
12:15 p.m. - 1:00 p.m. | Lunch | Lunch | Lunch | Lunch | Lunch |
1:00 p.m. - 2:15 p.m. | 29. Economic and Development Update Ian Wyatt |
29. Economic and Development Update Ian Wyatt |
30. AI, Fraud and Automation - What You Need to Know | 31. Inside the Cost Segregation Power Play Craig Miller |
32. Mastering COSO and Sharing the Power of Internal Control |
2:15 p.m. - 2:25 p.m. | Conference Break | Conference Break | Conference Break | Conference Break | Conference Break |
2:25 p.m. - 3:15 p.m. | 33. An Update on Beneficial Ownership Interest | 34. Succession Planning As Fraud Prevention Tammy Lohr Chelsea Ritchie |
34. Succession Planning As Fraud Prevention Tammy Lohr Chelsea Ritchie |
35. Ohio Sales Tax: 3 Lessons Your Treadmill Can Teach You to Negotiate with Auditors Steve Dimengo |
36. Digital Assets: Where We Are and Where We Are Going |
3:15 p.m. - 3:30 p.m. | Conference Break | Conference Break | Conference Break | Conference Break | Conference Break |
3:30 p.m. - 4:45 p.m. | 37. Data Analytics – Data Collection, Integration and Storage for Analytics | 38. Collusion in Fraud: Detection Approaches | 38. Collusion in Fraud: Detection Approaches | 39. Cannabis Industry Update Justin Breidenbach, CPA |
40. Reimagining Risk Assessment - Center for Plain English Accounting Training Tom Groskopf Matt Rosen |
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