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Virtual Accounting Show - Day 1

ID: 57485
Wednesday October 25, 2023 8:30AM - 4:30PM
Topics: Tax Audit + Assurance Essential Skills + Professional Development Financial Accounting, Reporting + Analysis Risk Management + Fraud Talent Management + Human Resources Business Management + Strategy Diversity, Equity + Inclusion Technology Ethics + Professional Standards
NON-MEMBERS$392.50
MEMBERS$314.00
YOUR PRICE$392.50
Save 11% until 9/27/2023

Interested in attending both days of the conference? Save by purchasing the 2-Day bundle. You can find it under the Bundles & Subscriptions & Donations tab.

Significant challenges always present opportunities to rethink the future. The Virtual Accounting Shows are your path to success! Join us for a virtual accounting show where you can select a track or mix it up across more than 40 sessions at the largest, most comprehensive learning opportunity of the year. 

Agenda

25Oct
1. Smash The Box
CPE: 1 PD
2. Ohio Professional Standards and Responsibilities
CPE: 3 RE
3. Outlook Efficiencies and Productivity
CPE: 1.5 CA
4. Federal Taxes and Capital Hill - What's On The Horizon?
CPE: 1.5 TX
5. Accounting Standard Update
CPE: 1.5 AC
6. How to Become an MVP of Your Company
CPE: 1.5 PD
7. Tech Trends
CPE: 1.5 IT
8. Maximizing Energy Efficiencies and Cost Segregation Tax Savings
CPE: 1.5 TX
9. Update on Standards for Audit and Attestation Engagements
CPE: 1.5 AU
10. Inclusive Leadership in a Hybrid Environment
CPE: 1.5 PD
11. ChatGPT - What's Here Now and What's Coming
CPE: 1.5 IT
12. An Update from the IRS
CPE: 1.5 TX
13. Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements
CPE: 1.5 AU
14. Returning to the Office and Leading Hybrid and Remote Teams
CPE: 0.5 PD, 0.5 HR
15. Technology Due Diligence
CPE: 0.5 MS, 0.5 IT
16. Corporate Site Selection
CPE: 1 TX
17. Breaking Down SOC Review Standards into Real World Practice
CPE: 1 AU
18. Mindful Technology: Embracing Technology, Innovation, and Mindfulness to Create Lasting Human Connections
CPE: 0.75 PD, 0.75 IT
19. Social Security Update
CPE: 1.5 TX
20. Single Audits & Uniform Guidance Update
CPE: 1.5 AU

Agenda

25Oct

1. Smash The Box

CPE: 1 PD 8:30 AM - 9:20 AM
Speaker: Chad Willett

- Reduce fear, perfection, negativity, and judgment by transforming the work environment into a culture of innovation. 

– Generate game changing ideas to give you a creative advantage over your competition 

- Develop an “Innovation Plan” which puts your winning ideas into tangible and practical actions 

- Adopt a “Fail Fast” mentality which allows you to experiment and explore

2. Ohio Professional Standards and Responsibilities

CPE: 3 RE 9:30 AM - 12:15 PM
Speaker: Tiffany Crosby

- Explore practical applications of the Ohio Revised Code (ORC) and the Ohio Administrative Code (OAC) in our modern environment. 

- Examine the concept of ethics, ethical drift and the ethical decision-making process. 

- Engage in an interactive review of the licensing, ethics and independence rules that apply to Ohio CPAs.

3. Outlook Efficiencies and Productivity

CPE: 1.5 CA 9:30 AM - 10:45 AM
Speaker: Randy Dean

- Discover new tools in Outlook 

- Find new strategies to customize your Outlooks experience 

- Build a more efficient model to fit your needs

4. Federal Taxes and Capital Hill - What's On The Horizon?

CPE: 1.5 TX 9:30 AM - 10:45 AM
Speaker: Jeffrey Bell

- Examine the pandemic impact on tax policies and highlight key implications 

- Hear the latest updates and guidance at the federal level and review top questions 

- Explore what is coming next for tax legislation and policy changes going into 2024

5. Accounting Standard Update

CPE: 1.5 AC 9:30 AM - 10:45 AM
Speaker: Joel Van Horn

- Newly issued or effective accounting standards. 

- Building knowledge on new developments and best practices moving forward. 

- Preparing for future updates, activities and requirements.

6. How to Become an MVP of Your Company

CPE: 1.5 PD 11:00 AM - 12:15 PM
Speaker: Larry Kaufman

- Discover how to build authentic relationships through connecting and giving 

- Understand the value of LinkedIn for branding, strategic networking and thought leadership 

- Learn how to become an indispensable MVP at your company

- Identify ways to implement and apply the principles of The NCG Factor

7. Tech Trends

CPE: 1.5 IT 11:00 AM - 12:15 PM
Speaker: David Staley

- Consider the current state of technology in the workplace 

- Build a plan for growth in utilizing the most secure tech options 

- Create an environment for your needs to be met as the tech market changes exponentially

8. Maximizing Energy Efficiencies and Cost Segregation Tax Savings

CPE: 1.5 TX 11:00 AM - 12:15 PM
Speaker: Justin Kale
Speaker: John MacFarland

- Walkthrough how energy reduction and environmental performance have many financial benefits including tax reductions 

- Discuss strategies for investing in energy efficiency and sustainability projects for biggest tax benefit 

- Understand who should consider a cost segregation study and the advantages from a tax savings perspective

9. Update on Standards for Audit and Attestation Engagements

CPE: 1.5 AU 11:00 AM - 12:15 PM
Speaker: Michael Manspeaker

- Break down recently issued auditing and attestation standards. 

- Utilize auditor reporting suite of standards and agreed-upon procedures standards. 

- Consider current proposed standards that are in public exposure.

10. Inclusive Leadership in a Hybrid Environment

CPE: 1.5 PD 1:00 PM - 2:15 PM
Speaker: Tiffany Crosby

- Describe the anatomy of an inclusion conversation 

- Discuss common barriers to inclusive conversations 

- Identify 3 strategies to counter conversational barriers

11. ChatGPT - What's Here Now and What's Coming

CPE: 1.5 IT 1:00 PM - 2:15 PM
Speaker: Speaker To Be Announced

- Venture into ChatGPT with an open mind towards future improvements 

- Leverage growing features to get ahead of competitors 

- Determine the next steps for using ChatGPT responsibly

12. An Update from the IRS

CPE: 1.5 TX 1:00 PM - 2:15 PM
Speaker: Nichelle Gray

- Obtain new information regarding Identity Theft 

- Discuss IRS tools for Taxpayers and Tax Professionals 

- Review IRS Updates, Hot Topics and Timely Reminders

13. Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements

CPE: 1.5 AU 1:00 PM - 2:15 PM
Speaker: Michael Westervelt

-Learn about recently issued standards on examinations and attestation reviews 

-Determine performance requirements and best practices for reviews, compilations, and financial statement preparation engagements

14. Returning to the Office and Leading Hybrid and Remote Teams

CPE: 0.5 PD, 0.5 HR 2:25 PM - 3:15 PM
Speaker: Gleb Tsipursky

-Learn about research on employee preferences and productivity metrics for in-office, hybrid, and remote work for accounting professionals 

-Identify where your organization might benefit from adopting hybrid-first best practices to excel in retention and productivity while cutting costs 

-Assess how your plans for collaboration in the future of work benchmarks to best practices based on behavioral science research and case studies from forward-looking accounting organizations 

-Develop a plan to adapt these best practices for the future of work to your organization

15. Technology Due Diligence

CPE: 0.5 MS, 0.5 IT 2:25 PM - 3:15 PM
Speaker: Travis Grundke

- Understand the effects of IT on investment value and how to properly assess asset valuation 

- Develop strategies for IT optimization and integration that supports operational performance and strategic initiatives informed strategic decisions/digital transformation 

- Diagnose gaps and implement solutions for your next steps towards a more efficient IT experience

16. Corporate Site Selection

CPE: 1 TX 2:25 PM - 3:15 PM
Speaker: David Robinson

- Consider new strategies for the business locations 

- Develop plans for next steps in site development 

- Define projected benefits of site selection

17. Breaking Down SOC Review Standards into Real World Practice

CPE: 1 AU 2:25 PM - 3:15 PM
Speaker: Kristin Ryan

- Identify the difference between a SOC 1 and SOC 2 Report 

- Determine when a SOC 1 report is needed and what the auditor’s job is including control objectives and how to look at procedures. 

- Discuss best practices as an auditor including documentation and integrating the SOC 1 into the risk assessment

18. Mindful Technology: Embracing Technology, Innovation, and Mindfulness to Create Lasting Human Connections

CPE: 0.75 PD, 0.75 IT 3:30 PM - 4:45 PM
Speaker: Amy Vetter

- Create harmony in your use of technology as it relates to work and life 

- Discover new tools to more efficiently manage tech use 

- Take the next steps in determining your best use cases for devices and tools

19. Social Security Update

CPE: 1.5 TX 3:30 PM - 4:45 PM
Speaker: Theresa Busher
Speaker: Kelly Draggoo

- Diversify understanding of options for retirement benefits. 

- Become aware of updated benefit planning resources. 

- Explain updates to Medicare enrollment and other Social Security benefits.

20. Single Audits & Uniform Guidance Update

CPE: 1.5 AU 3:30 PM - 4:45 PM
Speaker: Melisa Galasso

- Identify changes to single audits as a result of the 2023 Compliance Supplement 

- Describe alternative engagements to single audits subject to Yellow Book 

- Recall common deficiencies found related to COVID-19 funding and independence requirements in Yellow Book

Agenda

25Oct

1. Smash The Box

CPE: 1 PD 8:30 AM - 9:20 AM
Speaker: Chad Willett

- Reduce fear, perfection, negativity, and judgment by transforming the work environment into a culture of innovation. 

– Generate game changing ideas to give you a creative advantage over your competition 

- Develop an “Innovation Plan” which puts your winning ideas into tangible and practical actions 

- Adopt a “Fail Fast” mentality which allows you to experiment and explore

Agenda

25Oct

2. Ohio Professional Standards and Responsibilities

CPE: 3 RE 9:30 AM - 12:15 PM
Speaker: Tiffany Crosby

- Explore practical applications of the Ohio Revised Code (ORC) and the Ohio Administrative Code (OAC) in our modern environment. 

- Examine the concept of ethics, ethical drift and the ethical decision-making process. 

- Engage in an interactive review of the licensing, ethics and independence rules that apply to Ohio CPAs.

10. Inclusive Leadership in a Hybrid Environment

CPE: 1.5 PD 1:00 PM - 2:15 PM
Speaker: Tiffany Crosby

- Describe the anatomy of an inclusion conversation 

- Discuss common barriers to inclusive conversations 

- Identify 3 strategies to counter conversational barriers

14. Returning to the Office and Leading Hybrid and Remote Teams

CPE: 0.5 PD, 0.5 HR 2:25 PM - 3:15 PM
Speaker: Gleb Tsipursky

-Learn about research on employee preferences and productivity metrics for in-office, hybrid, and remote work for accounting professionals 

-Identify where your organization might benefit from adopting hybrid-first best practices to excel in retention and productivity while cutting costs 

-Assess how your plans for collaboration in the future of work benchmarks to best practices based on behavioral science research and case studies from forward-looking accounting organizations 

-Develop a plan to adapt these best practices for the future of work to your organization

Agenda

25Oct

6. How to Become an MVP of Your Company

CPE: 1.5 PD 11:00 AM - 12:15 PM
Speaker: Larry Kaufman

- Discover how to build authentic relationships through connecting and giving 

- Understand the value of LinkedIn for branding, strategic networking and thought leadership 

- Learn how to become an indispensable MVP at your company

- Identify ways to implement and apply the principles of The NCG Factor

18. Mindful Technology: Embracing Technology, Innovation, and Mindfulness to Create Lasting Human Connections

CPE: 0.75 PD, 0.75 IT 3:30 PM - 4:45 PM
Speaker: Amy Vetter

- Create harmony in your use of technology as it relates to work and life 

- Discover new tools to more efficiently manage tech use 

- Take the next steps in determining your best use cases for devices and tools

Agenda

25Oct

3. Outlook Efficiencies and Productivity

CPE: 1.5 CA 9:30 AM - 10:45 AM
Speaker: Randy Dean

- Discover new tools in Outlook 

- Find new strategies to customize your Outlooks experience 

- Build a more efficient model to fit your needs

7. Tech Trends

CPE: 1.5 IT 11:00 AM - 12:15 PM
Speaker: David Staley

- Consider the current state of technology in the workplace 

- Build a plan for growth in utilizing the most secure tech options 

- Create an environment for your needs to be met as the tech market changes exponentially

11. ChatGPT - What's Here Now and What's Coming

CPE: 1.5 IT 1:00 PM - 2:15 PM
Speaker: Speaker To Be Announced

- Venture into ChatGPT with an open mind towards future improvements 

- Leverage growing features to get ahead of competitors 

- Determine the next steps for using ChatGPT responsibly

15. Technology Due Diligence

CPE: 0.5 MS, 0.5 IT 2:25 PM - 3:15 PM
Speaker: Travis Grundke

- Understand the effects of IT on investment value and how to properly assess asset valuation 

- Develop strategies for IT optimization and integration that supports operational performance and strategic initiatives informed strategic decisions/digital transformation 

- Diagnose gaps and implement solutions for your next steps towards a more efficient IT experience

Agenda

25Oct

4. Federal Taxes and Capital Hill - What's On The Horizon?

CPE: 1.5 TX 9:30 AM - 10:45 AM
Speaker: Jeffrey Bell

- Examine the pandemic impact on tax policies and highlight key implications 

- Hear the latest updates and guidance at the federal level and review top questions 

- Explore what is coming next for tax legislation and policy changes going into 2024

8. Maximizing Energy Efficiencies and Cost Segregation Tax Savings

CPE: 1.5 TX 11:00 AM - 12:15 PM
Speaker: Justin Kale
Speaker: John MacFarland

- Walkthrough how energy reduction and environmental performance have many financial benefits including tax reductions 

- Discuss strategies for investing in energy efficiency and sustainability projects for biggest tax benefit 

- Understand who should consider a cost segregation study and the advantages from a tax savings perspective

12. An Update from the IRS

CPE: 1.5 TX 1:00 PM - 2:15 PM
Speaker: Nichelle Gray

- Obtain new information regarding Identity Theft 

- Discuss IRS tools for Taxpayers and Tax Professionals 

- Review IRS Updates, Hot Topics and Timely Reminders

16. Corporate Site Selection

CPE: 1 TX 2:25 PM - 3:15 PM
Speaker: David Robinson

- Consider new strategies for the business locations 

- Develop plans for next steps in site development 

- Define projected benefits of site selection

19. Social Security Update

CPE: 1.5 TX 3:30 PM - 4:45 PM
Speaker: Theresa Busher
Speaker: Kelly Draggoo

- Diversify understanding of options for retirement benefits. 

- Become aware of updated benefit planning resources. 

- Explain updates to Medicare enrollment and other Social Security benefits.

Agenda

25Oct

5. Accounting Standard Update

CPE: 1.5 AC 9:30 AM - 10:45 AM
Speaker: Joel Van Horn

- Newly issued or effective accounting standards. 

- Building knowledge on new developments and best practices moving forward. 

- Preparing for future updates, activities and requirements.

9. Update on Standards for Audit and Attestation Engagements

CPE: 1.5 AU 11:00 AM - 12:15 PM
Speaker: Michael Manspeaker

- Break down recently issued auditing and attestation standards. 

- Utilize auditor reporting suite of standards and agreed-upon procedures standards. 

- Consider current proposed standards that are in public exposure.

13. Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements

CPE: 1.5 AU 1:00 PM - 2:15 PM
Speaker: Michael Westervelt

-Learn about recently issued standards on examinations and attestation reviews 

-Determine performance requirements and best practices for reviews, compilations, and financial statement preparation engagements

17. Breaking Down SOC Review Standards into Real World Practice

CPE: 1 AU 2:25 PM - 3:15 PM
Speaker: Kristin Ryan

- Identify the difference between a SOC 1 and SOC 2 Report 

- Determine when a SOC 1 report is needed and what the auditor’s job is including control objectives and how to look at procedures. 

- Discuss best practices as an auditor including documentation and integrating the SOC 1 into the risk assessment

20. Single Audits & Uniform Guidance Update

CPE: 1.5 AU 3:30 PM - 4:45 PM
Speaker: Melisa Galasso

- Identify changes to single audits as a result of the 2023 Compliance Supplement 

- Describe alternative engagements to single audits subject to Yellow Book 

- Recall common deficiencies found related to COVID-19 funding and independence requirements in Yellow Book

Speakers

Chad Willett
1. Smash The Box Chad J. Willett (MA/ SAG-AFTRA) is a TEDx speaker, two time author (“Smash the Box” and “Rip Off the Rearview Mirror”), and creativity and innovation leader who leverages his acting background with his experience in working America to create one of a kind keynote addresses and workshops for his audiences. Chad’s recent clients include McDonald’s, Nationwide Insurance, Johns Hopkins University, Raytheon, Bayer, and the Better Business Bureau. Chad has also worked for three fortune 500 companies (Manpower, ITT Technical Institute and the Washington Post) and is the founder of Broadway2LA Acting Studio. He was featured in the hit films “She’s All That” with Paul Walker, “Halloween H2O” with Jamie Lee Curtis, and “Can’t Hardly Wait” with Jennifer Love Hewitt. Recently, Chad was cast (Role- Bill Ryan/ Reporter) in the feature film, “Shirley” (Netflix- 2023) where he acted alongside Oscar-Winning actress Regina King and worked with Academy Award winner director John Ridley.
Tiffany Crosby
2. Ohio Professional Standards and Responsibilities Tiffany Crosby the Director of Learning for the Ohio Society of CPAs and the Founder and President of Petra Learning LLC, a professional training and development company. She previously served as an adjunct faculty at Columbus State Community College teaching Financial Accounting, Managerial Accounting, and Auditing. Prior to founding Petra, Tiffany was an Executive Director in the Advisory Risk Practice of Ernst Young, LLP. Tiffany spent 14 years at EY leading various types of internal audit, internal control, finance, and enterprise risk management projects. Tiffany has helped numerous companies define and implement processes and procedures to company with new financial accounting standards and calculate the impact of adoption. Tiffany is a CPA licensed in PA and OH, a Certified Treasury Professional, and a member of the IIA, AICPA, Ohio Society of CPAs, and the American Society for Training and Development. She received her B.S.B.A. in Accounting from Duquesne University and her MBA from Franklin University.
Randy Dean
3. Outlook Efficiencies and Productivity Randall Dean, MBA, is the author of the recent Amazon.com #1 E-mail Bestseller, Taming the E-mail Beast, as well as the producer and creator of several highly-rated video-based self-study courses. He has nearly 30 years of experience using and teaching an advanced time management/personal organization system, including systems for effective e-mail management, office clutter reduction, optimizing your Outlook and/or Gmail/Google usage, and getting the most from affiliated smart phone and tablet devices. He has taught different versions of his time and e-mail management systems for many prominent organizations including Michigan State University, University of California Berkeley, Westinghouse Electric Company, Volvo, The Global Business Travel Association, the Graduate Management Admissions Council, The University of Pittsburgh, The Ohio State University, the Institute of Management Accountants, the National Association for Legal Career Professionals, and The Michigan, Indiana, Texas, and Iowa Societies of Association Executives for groups as small as five and as large as 550. His speaking and training programs are consistently some of the highest-rated programs for the many conferences and clients he speaks for, including major conferences, Fortune 500 organizations, top universities, governmental agencies, and leading nonprofits — basically anyone struggling to better manage their time, e-mail, smart phone/tablet devices, Google productivity apps, and/or Microsoft Outlook. (And he makes these topics fun and engaging too!) He has previously been interviewed by the Washington Times, Detroit News, The Globe and Mail, Business Week Online, and numerous other media outlets, including radio, television, newspaper, and blog sites. He is an active member of the National Speakers Association (NSA) and Michigan Society of Association Executives.
Jeffrey Bell
4. Federal Taxes and Capital Hill - What's On The Horizon? Jeffrey, is a senior tax manager with Rea & Associates with 16 years of experience. He started in governmental auditing for four years with Julian & Grube, then moved to government contracting for three years with Mission Essential. The next progression was two years as a controller in the manufacturing industry with Yenkin Majestic. Lastly he discovered a passion for tax and has spent the last eight years working with small business and taxpayers. He is a member of the Worthington Chamber of Commerce Board of Trustees and serves as treasurer of a Gluten Free Support Group not for profit.
Joel Van Horn
5. Accounting Standard Update
Larry Kaufman
6. How to Become an MVP of Your Company Larry Kaufman – Managing Director, Jefferson Wells, larry.kaufman@jeffersonwells.com Larry has almost 20 years of industry and public accounting experience, 9 years with Jefferson Wells. He is an international speaker and trainer on LinkedIn, Leadership and Sales; and the best-selling author of “The NCG Factor”.
David Staley
7. Tech Trends Columbus Futurists is the local chapter of the World Future Society, a nonprofit, nonpartisan scientific and educational association of people interested in how social and technological developments are shaping the future. Our members are a diverse group of professionals with a wide range of educational backgrounds, work histories, and life experiences. Many of our members have worked at area companies including Nationwide, AEP, Bechtel, and The Ohio State University. Membership is free. Columbus Futurists meet each month as an “informal college”, discussing and generating ideas about the future, especially in the realms of energy and the environment, education, technology and the future of Central Ohio. Recent meetings have covered a wide range of topics including predicting future behavior , the future of transportation, implications of narcotrafficing for US Security, and future opportunities for Ohio. We also have once-a-month book circle at which we discuss a current non-fiction book that explores one or more of these issues.
Justin Kale
8. Maximizing Energy Efficiencies and Cost Segregation Tax Savings Justin Kale co-founded Energility in 2015 providing energy management services to non-profits, small businesses, and commercial enterprises. They have conducted over 200 energy audits and supported over 150 projects ($12+M) for their clients reducing over 8,000 metric tons of CO2 and savings over $1.8M annually. He is partner in Metropolitan Building Solutions since 2019 focusing on real estate owners maximize the energy, environmental, and financial benefits. He has a background in commercial real estate spending 15 years with Hines in a 1.4M SF Class-A high-rise office tower and parking structure where he worked with the facility engineering team. For 4+years, he consulted on energy efficiency projects for commercial and industrial clients for AMP-Ohio’s Efficiency Smart program. Justin holds the Counselor of Real Estate (CRE), Certified Energy Manager (CEM), and Systems Maintenance Technician (SMT) designations. Long Justin Kale co-founded Energility in 2015 with a retired Honda engineer to provide energy management services to non-profits, small businesses, and commercial enterprises. They have conducted over 200 energy audits and supported over 150 projects ($12+M) for their clients reducing over 8,000 metric tons of CO2 and savings over $1.8M annually. Energility believes every business deserves access to an energy manager. Nonprofit organizations, small businesses, and commercial enterprises benefit from our proven energy intelligence. The cornerstones of our mission: transfer our operations knowledge to owners of buildings, create action plans to improve equipment and operations, establish results which lower environmental disruption, and support local economies by collaborating with resources in the community. Energility builds Energy Plans using a comprehensive energy audit of a commercial and industrial business and include a feasibility of on-site renewable energy generation. We work with stakeholders to assess the implementation by collaborative review of measures and programs from the Energy Plan. Then we support their approach to design, manage, and commission energy conservation and energy efficiency measures. We consult on the addition of onsite renewable energy projects and energy purchasing contracts. • Reduce use/ costs through energy conservation • Effectively use/ spend through energy efficiency • Use or offset renewable energy for all necessary consumption Once sustainable building outcomes are achieved, we conduct verification of ENERGY STAR® or other building performance rating achieved and generate reports on progress. For 4+years, he consulted on energy efficiency projects for commercial and industrial clients for AMP-Ohio’s Efficiency Smart program in Ohio, Michigan, and Pennsylvania. He was responsible for reviewing customer projects, performing analysis, conducting technical walk-throughs and providing recommendations for energy efficiency improvements. His results on nearly 300 projects yielded over $3.4M in annual benefits. He has a background in commercial real estate spending 15 years with Hines in a 1.4M SF Class-A high-rise office tower and parking structure. He delivered successful results with the facility engineering team. He established skills in operations of boilers, chillers and the energy management systems, and managed preventive maintenance. His last four years were in an engineering leadership role where he strengthened his knowledge by leading efforts for energy procurement, management, and efficiency and coaching eight building engineers. Justin holds the Counselor of Real Estate (CRE) designation as a trusted advisor and problem solver for real estate owners across multiple asset classes. He holds the Certified Energy Manager (CEM) designation through the Association of Energy Engineers (AEE) and American National Standards Institute (ANSI). He also has the Systems Maintenance Technician (SMT) designation through BOMI International.
John MacFarland
8. Maximizing Energy Efficiencies and Cost Segregation Tax Savings General management, operations, product, and marketing corporate officer with experience in the Energy (FirstElement Fuel, Portland General Electric), Automotive (General Motors), and Consumer Products (Procter & Gamble) industries. Currently, Chief Operating Officer of FirstElement Fuel helping lead a company dedicated to the transformation to clean fuels for transportation. Under FirstElement’s True Zero brand, we operate the world’s largest network of hydrogen fueling stations. Operating in California and rapidly expanding, FirstElement is accelerating the adoption of hydrogen as a clean and cost-effective fuel source. Previously a Corporate Officer of Portland General Electric, a Fortune 1000 publicly-traded company and Oregon’s largest utility, serving as Chief Customer Officer and Vice President. Proud to have led Portland General to become the #2 utility nationwide for customer experience (Forrester CXI, 2021) and a Most Trusted Brand (Escalent, 2021). Led the largest residential renewable energy program in the country. Former Executive at General Motors leading Global Digital Experience and Connected Vehicles and Chief Marketing Officer of OnStar. Former Brand Manager at Procter & Gamble. Professional highlights include being named one of Adweek Magazine’s Top 10 Marketers of the Year and NG Visionary CMO of the Year. Proven expertise in product launch, brand management, customer experience, business strategy, innovation, marketing, agency collaboration, and P/L management.
Michael Manspeaker
9. Update on Standards for Audit and Attestation Engagements Michael Manspeaker, CPA CGMA is an Assurance Services Partner with Smith Elliott Kearns & Company, LLC (Hagerstown, MD) serving clients primarily in the Mid-Atlantic area. He has over 40 years’ experience working with private companies and employee benefit plans. He is also active in the peer review process, performing peer reviews and working as CPA on Staff with Coastal Peer Review, who administers reviews for North Carolina and Maryland firms. Mike is a member of the AICPA Accounting and Review Services Committee (ARSC) and serves on the Auditing Standards Board Attestation Standards Task Force and Audits of Less Complex Entities (LCE) Task Force. He is also a member of the IAASB LCE Reference Group. He is a past member and Zone 2 chair for the AICPA Technical Issues Committee, former Chair of the Maryland Association of CPAs and the MACPA Peer Review Committee and former member of the AICPA Auditing Standards Board.
Tiffany Crosby
10. Inclusive Leadership in a Hybrid Environment Tiffany Crosby the Director of Learning for the Ohio Society of CPAs and the Founder and President of Petra Learning LLC, a professional training and development company. She previously served as an adjunct faculty at Columbus State Community College teaching Financial Accounting, Managerial Accounting, and Auditing. Prior to founding Petra, Tiffany was an Executive Director in the Advisory Risk Practice of Ernst Young, LLP. Tiffany spent 14 years at EY leading various types of internal audit, internal control, finance, and enterprise risk management projects. Tiffany has helped numerous companies define and implement processes and procedures to company with new financial accounting standards and calculate the impact of adoption. Tiffany is a CPA licensed in PA and OH, a Certified Treasury Professional, and a member of the IIA, AICPA, Ohio Society of CPAs, and the American Society for Training and Development. She received her B.S.B.A. in Accounting from Duquesne University and her MBA from Franklin University.
Speaker To Be Announced
11. ChatGPT - What's Here Now and What's Coming
Nichelle Gray
12. An Update from the IRS
Michael Westervelt
13. Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements Michael A. (Mike) Westervelt is a principal with CLA with over 30 years of experience and chair of the AICPA’s Accounting and Review Service Committee (ARSC). In addition, Mike is a past Chair of the AICPA’s PCPS Technical Issues Committee (“TIC”). Mike is a National Assurance Principal and Construction Industry Assurance Leader. Mike specializes in thought leadership, financial reporting, client service and accounting consulting for U.S. and international clients. He has managed relationships nationally and internationally for entities in the construction, manufacturing, hospitality, commercial service, and healthcare industries. Mike also volunteers as a mentor for American Corporate Partners (ACP). Mike graduated from Iona College with a Bachelor of Arts in Accounting. He is a Certified Public Accountant licensed by the states of North Carolina and New York. Mike lives in Charlotte, NC and enjoys spending time with his family, practicing Jiu Jitsu and an avid member of F3 who’s credo is “Leave no man behind, but no man where you find him.”
Gleb Tsipursky
14. Returning to the Office and Leading Hybrid and Remote Teams Gleb Tsipursky, CEO, Disaster Avoidance Experts – gleb@disasteravoidanceexperts.com A best-selling author of 7 books, Gleb wrote the first book on returning to the office and leading hybrid teams after the pandemic, a best-seller called Returning to the Office and Leading Hybrid and Remote Teams: A Manual on Benchmarking to Best Practices for Competitive Advantage (Intentional Insights, 2021). He is most well-known for his global best-sellers Never Go With Your Gut: How Pioneering Leaders Make the Best Decisions and Avoid Business Disasters (Career Press, 2019) and The Blindspots Between Us: How to Overcome Unconscious Cognitive Bias and Build Better Relationships (New Harbinger, 2020). My newest book is ChatGPT for Thought Leaders and Content Creators: Unlocking the Potential of Generative AI for Innovative and Effective Content Creation (Intentional Insights Press, 2023).
Travis Grundke
15. Technology Due Diligence Travis Grundke A graduate of The College of Wooster, Travis studied International Relations, Spanish, and Economics. Following college he worked in retail. He attended graduate school in Spain, acting as facilities manager for The Hiram House during his breaks back in the US. While he developed a great appreciation for Jamón Serano, olive oil, and marcona olives, he missed leading a team and solving problems. It was after his return to the US in 2002 that Jim Millican met up with Travis to gauge his interest in coming to work with him at Ashton. Travis started as a field technician and has worked his way up the ranks, assuming the role of Service Manager in 2010, and Vice President, Operations, in 2020. Years of experience with closely held businesses, law firms, and non-profits taught him that while the businesses may differ, the challenges they face are quite similar. Travis enjoys looking for better ways to get things done, with an eye on finding the appropriate solutions to business problems. He has an unsurpassed work ethic which means that we have to ask him (sometimes beg him) to take a vacation. Travis grew up at The Hiram House in Moreland Hills, where he had a variety of unusual pets including an owl, a pair of oxen, several horses, and a Rhesus monkey. While the animals are now gone, he presently serves as the chair of the Governance Committee on their board of directors.
David Robinson
16. Corporate Site Selection Dave Robinson provides corporate site location, economic development planning and lobbying consulting services for public and private sector clients based upon 30 years of experience. Priorto forming the Montrose Group, Mr. Robinson managed law firm government relations practices, was a member of the Ohio House of Representatives, executive at Ameritech; senior staff for Columbus Mayor Greg Lashutka, and general counsel of the Ohio Chamber of Commerce. He served as Adjunct Professor at the Ohio State University and is author of Economic Development from the State & Local Perspective, and The Energy Economy, published by Palgrave. Mr. Robinson has represented nearly 50 clients before the state of Ohio and local governments, substantial economic development strategy experience including co-researching and drafting the 30 economic development strategic plans and infrastructure and incentive strategies, and negotiated $150 M in local, state and federal financing for economic development projects through corporate site location and site development projects.
Kristin Ryan
17. Breaking Down SOC Review Standards into Real World Practice Kristin has a passion for audit and advisory of employee benefit plans and has served the industry since 2008. She has a growth-minded perspective and an entrepreneurial spirit. She’s a mom to triplets who keep her on her toes. Kristin’s firm partners with AuditMiner on product development and utilizes AuditMiner to increase audit quality and efficiency.
Amy Vetter
18. Mindful Technology: Embracing Technology, Innovation, and Mindfulness to Create Lasting Human Connections Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi -- who specializes in Technology Innovation – Amy provides a unique perspective. She inspires financial professionals to implement and use technology in a thoughtful way so that it does the heavy lifting, freeing them to develop collaborative, lasting relationships. Amy’s speaking programs encompass transformative topics on digital transformation, mindfulness, leadership, employee engagement, company culture, as well as change management and innovation. She is the author of two books: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley, and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a board member for the Ohio Society of CPAs as well as a member of multiple American Institute of Certified Public Accountants (AICPA) committees. Amy has been repeatedly recognized as a “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and as a “Top 100 Most Influential Person” by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at www.amyvetter.com, and subscribe to Amy’s Breaking Beliefs Podcast on Apple Podcasts and Spotify. For daily inspiration, follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter."
Theresa Busher
19. Social Security Update Theresa Busher serves as the public affairs specialist for the Social Security offices of greater Dayton and Springfield. She has worked for the Social Security Administration since 1993, and has experience with all Social Security benefit programs, including retirement, disability and SSI. With her public affairs position, Theresa acts as a Social Security spokesperson, media liaison, and public educator. She resides in the south Dayton area with her husband Ed. They have 2 children in college and 3 children ages 14 to 9 at home. Other background: BA from Miami University in Speech Communication and Spanish.
Kelly Draggoo
19. Social Security Update Kelly Draggoo began her career with Social Security Administration in 2009 as an SSI Claims Specialist in Cincinnati. She was cross-trained in 2011 and began processing retirement, childrens, and survivor claims as well. She was recently promoted to her current position as the Public Affairs Specialist for the Cincinnati Metro area where she spends most of her time giving presentations to audiences seeking information about disability, retirement and our online services. Prior to joining SSA, she worked for Hamilton County’s Job and Family Services in Cincinnati for 8 years, so she is also very knowledgeable with public assistance programs, and the interaction between Medicaid and Medicare. Kelly is a graduate of the University of Cincinnati and holds a Bachelors degree in Psychology. She currently serves as a volunteer for the Greater Cincinnati Literacy Network tutoring adults seeking help learning to read. Kelly is a native Cincinnatian living on the west side of town with the greatest cat ever, named Sally Jean.
Melisa Galasso
20. Single Audits & Uniform Guidance Update Melisa Galasso is the founder of Galasso Learning Solutions LLC. With nearly 15 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not for profit and governmental accounting. She also supports essential professional development, public speaking, and business skills. Melisa closely monitors regulatory bodies for changes in auditing and accounting guidance and serves as a subject matter expert in implementing the updated guidance. Melisa earned the Association for Talent Development (ATD) Master Trainer™ designation. She is a member of and frequent instructor for the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the Virginia Society of Certified Public Accountants (VSCPA). Melisa was appointed in 2016 to the AICPA’s Technical Issues Committee (TIC), which is responsible for monitoring the activities of the various accounting and attestation standard-setting boards and submitting comments and recommendations during the due process phase. Previously, she served as President of the Board of NCACPA’s Charlotte Chapter, Chair of the A&A Committee for the NCACPA, and held several leadership positions with the VSCPA. Melisa received the 2013 Women to Watch – Emerging Leader Award from the NCACPA and AICPA. She is a graduate of the 2014 class of the AICPA’s Leadership Academy. In 2016, Melisa was honored as one of the 50 Most Influential Women by the Mecklenburg Times and received the Top 5 Under 35 Award from the VSCPA. She received a 5.0 Speaker award from the NCACPA in 2015, 2016 and 2017. In 2016, Melisa received the Don Farmer Award from the NCACPA for the highest combined average scores on knowledge, skills, and materials from participant evaluations for all courses taught in a technical area. Prior to establishing Galasso Learning Solutions, Melisa worked in public accounting, industry, internal audit, and academia. She received a Bachelor of Science in Business Administration with a concentration in Accounting and International Business from Georgetown University."