Event Schedule
Join us for the Accounting Educators’ Exchange, a collaborative virtual event hosted by the North Carolina Association of CPAs (NCACPA), Kentucky Society of CPAs (KYCPA), Maryland Association of CPAs (MACPA), and Virginia Society of CPAs (VSCPA). This multi-state gathering is designed to provide accounting educators with cutting-edge insights, innovative teaching strategies, and key updates on the evolving landscape of the profession.
Earn 6 CPE credits while staying ahead of the latest trends. Register today!
9:00-9:05 am
Welcome
The North Carolina Association of CPAs, the Kentucky Society of CPAs, the Maryland Association of CPAs, and the Virginia Society of CPAs have joined together to present the multi-state Virtual Accounting Educators Exchange:
Join us to explore AI, data analytics, alternative CPA pathways, service-learning, and online engagement strategies. Gain insights from industry experts, connect with peers, and discover innovative teaching approaches to prepare students for the future of accounting.
Teka Miller-Alston
NCACPA
Molly Wash
VSCPA
Natalie Antonakas
MACPA
Zoe Sapin
KYCPA
9:05-10:20 AM
Expanding Pathways to CPA Licensure: Addressing the Future of Accounting
The accounting profession faces a crucial moment, requiring new approaches to strengthen the CPA pipeline. This session will address the national need to broaden access to CPA licensure. A primary goal is to develop efficient methods for aspiring CPAs to earn their credentials and become vital business advisors. Attendees will learn about recent national and regional regulatory changes affecting licensure. Furthermore, alternative licensure pathways, designed to support students, will be explored.
Learning objectives:
- Understand the Current State of CPA Licensure: Participants will gain a comprehensive understanding of the current challenges and opportunities surrounding CPA licensure in the United States.
- Explore Innovative Pathways to Licensure: Participants will be able to identify and evaluate alternative pathways to CPA licensure, particularly those designed to benefit their students.
- Stay Informed on Regulatory Updates: Participants will be updated on national and regional regulatory changes affecting CPA licensure.
- Recognize the Importance of CPA Licensure for the Economy: Participants will understand the critical role of CPAs as trusted business advisors and their contribution to a thriving economy.
Field of Study: Personal Development
Robert Broome
Bekah Olson
Emily Walker
Cash Cassady
Learn more about Robert
Robert Broome, CAE
NCACPA
As NCACPA Director of Advocacy, Robert works with our members to develop, implement, and communicate the association’s public policy agenda to legislators and regulators. He serves as staff liaison to several NCACPA Resource Groups, including Advocacy, Tax, Government, and Accounting & Attestation.
Robert has more than two decades of experience in government relations and executive management for professional associations. A native of Tennessee, he worked in Nashville and Atlanta before moving to Raleigh in 2013. He earned his Certified Association Executive credential in 2020, and he serves on the Board of Directors for Association Executives of North Carolina.
Learn more about Bekah
Rebekah Olson, CPA
Rebekah Olson, CPA Rebekah (Brown) Olson, CPA, is the CEO of the Maryland Association of CPAs and an influential figure in the accounting profession, recognized as one of Accounting Today’s Top 100 Most Influential People in Accounting for 2022.
Joining the MACPA in 2012, Rebekah assumed the position of Manager of Membership Development and Engagement in 2014. In 2018, she was appointed Director of Development, where she served on the leadership team steering the association through the complex challenges posed by the Covid-19 pandemic and the departure of longstanding CEO Tom Hood.
Passionate about the future of the accounting profession, Rebekah is a sought-after speaker who frequently shares her insights on professional trends and opportunities. As a certified facilitator, she has guided numerous organizations, both in the United States and Canada, in the strategic planning process.
Rebekah’s contributions have garnered recognition from various prestigious entities. CPA Practice Advisor recognized her as a top thought leader under 40 in the CPA profession in 2017, 2019, and 2020. In 2019, she was honored with the President’s Award by the National Association of Black Accountants (NABA) Baltimore Chapter for her community service. Additionally, Rebekah was named a Maryland Daily Record Leading Women Honoree in 2020.
Rebekah holds a Bachelor’s degree in Business Administration, dual specializing in Accounting and Sports Management, from The Max M. Fisher School of Business at The Ohio State University, which she earned in 2009. She obtained her CPA designation in 2011. After gaining invaluable experience at a Top 100 firm, Rebekah decided to leave public accounting and leverage her talents and experiences to work on behalf of the profession at the Maryland Association of CPAs.
Learn more about Emily
Emily Walker, CAE
Virginia Society of CPAs
Emily Walker is vice president of advocacy & pipeline for the Virginia Society of CPAs (VSCPA). She has been with the VSCPA since 2003 and oversees and provides strategic direction for VSCPA government relations programs, including VSCPA legislative and regulatory activities, grassroots initiatives and the VSCPA Political Action Committee (VSCPA PAC). In addition, she provides oversight to the VSCPA’s CPA pipeline and academic relations activities.
Emily served as a member of the National Pipeline Advisory Group. She is a past chair of the American Society of Association Executives (ASAE) Public Policy Committee and the Virginia Society of Association Executives (VSAE) Government Affairs Committee. She also previously served on the American Institute of CPAs (AICPA) State Policy Priorities Task Force and the Tax Policy Committee of the Virginia Chamber of Commerce. Emily is a Certified Association Executive (CAE) and a graduate of Nonprofit Learning Point’s Emerging Nonprofit Leaders Program. She also volunteers her time to provide administrative assistance to a local non-profit organization providing soccer training for female soccer players. Emily earned her B.S. in molecular biology from Juniata College and attended law school at the University of Richmond.
Learn more about Cash
Cash Cassady
Cash Cassady is the Government Affairs Director for the Kentucky Society of Certified Public Accountants (KyCPA). A graduate of Bellarmine University (MBA ‘11), Cash has 15 years of experience working in the Financial Services Industry spanning Trust Administration (Central Bank & Trust), Financial Planning (Raymond James), and Portfolio Management (Glenview Trust Co.).
Cash has used his knowledge of financial regulations and years of networking with Accountants in his previous roles, to hit the ground running in Kentucky’s 2025 General Assembly, helping to shape legislation and policy that will benefit the industry and the KyCPAs membership.
Cash and his wife Cassidy (yes, her name is now Cassidy Cassady) live in Louisville, KY and are expecting their first child any day now!
10:25-11:15 AM
Preparing Future Accountants for AI-Driven Workplaces
As artificial intelligence continues transforming the accounting profession, educators play a crucial role in preparing students for the ethical and practical challenges they will face in the workforce. This interactive panel discussion will provide accounting educators with insights into how AI is shaping employer expectations for newly graduated students.
Through real-world case studies and hands-on discussions, attendees will explore the role of AI in accounting, its ethical considerations, and the importance of transparency in AI-driven decision-making. The session will equip educators with practical strategies to integrate AI literacy, ethical reasoning, and responsible data practices into their curricula, ensuring that graduates are prepared to meet the evolving demands of the profession.
Session Objectives:
- Understand AI’s Growing Role in Accounting – Gain insights into how AI is being used in auditing, tax, advisory, and financial reporting, and what skills employers expect from new graduates.
- Emphasize Transparency in AI Usage – Explore why transparency is critical in AI-driven accounting processes and how students can evaluate AI-generated outputs with a critical mindset.
- Analyze Real-World Case Studies – Engage in practical examples of AI applications in accounting, highlighting both opportunities and risks, to prepare students for ethical dilemmas in the workplace.
- Incorporate AI and Ethics into Accounting Curriculum – Discover employer expectations for accounting education, ensuring graduates are workforce-ready.
Field of Study: Information Technology
Wendy Jewell, D.B.A., C.P.A., M.B.A.
Amanda “Jo” Erven, CPA, CIA, CFE, CTQA
Chris Word, CPA
Matthew Glessner
Learn more about Wendy
Wendy Jewell, D.B.A., C.P.A., M.B.A.
Sydney Lewis School of Business at Virginia Union University (VUU)
Dr. Wendy T. Jewell is the Department Chair and Assistant Professor of Management at the Sydney Lewis School of Business at Virginia Union University (VUU), in Richmond, VA. Dr. Jewell has a B.S. in Accounting, a MBA with an emphasis in Finance, and a Doctorate in Business Administration Leadership. Her research interests include leadership, leadership development, enterprise risk management, organizational change, and continuous improvement. She has built the Business Analytics program at VUU. In the classroom, Dr. Jewell has taught graduate and undergraduate level courses in Business Analytics, Accounting, Finance & Banking, Marketing, and Entrepreneurship.
Dr. Jewell is a CPA (licensed in VA) and also an experienced management consultant. She has partnered with clients for their success in resolving their financial, accounting, risk management, financial analysis, financial systems testing and implementation, process improvements, cybersecurity, budgeting, internal controls enhancement, financial reporting, and training needs. She has a proven ability to see the big picture perspective as well as a deep dive into the details. She also has improved the efficiency and controls of organizational processes, scope strategic value-added solutions that address current needs and future needs, teach, facilitate, develop, and assess outcomes, explain complex issues, problem resolution, work independently or on a team.
Learn more about Amanda
Amanda “Jo” Erven, CPA, CIA, CFE, CTQA
Audit. Consulting. Education. LLC
Amanda “Jo” Erven, CPA, CIA, CFE, is the President and Founder of Audit. Consulting. Education. LLC. After a successful career in external and internal audit, Jo is now an active Internal Audit Strategist, Ethics and Culture Consultant, Author, and Trainer/Speaker, providing CPE hours, live and virtually, to organizations across the globe. Jo is also a full-time faculty member and Director of a newly created “Risk Assurance and Advisory Center” at Metropolitan State University of Denver. As Director, Jo guides graduate students as they ARE the University’s Internal Auditors!
Learn more about Chris
Chris Word, CPA
Word & Co PLLC
Chris Word, CPA, is a seasoned finance and accounting professional with extensive experience in financial transformation, transaction advisory, controllership, and process optimization. With a career spanning public and private companies—including publicly traded firms, private equity-backed businesses, and startups—Chris has developed a strong expertise in mergers & acquisitions, financial restructuring, and strategic leadership.
Chris has led financial transformation initiatives that improve operational efficiency, streamline reporting, and enhance compliance. As a former Controller and Finance Transformation Director, he has successfully reduced month-end close timelines, integrated financial systems post-merger, and implemented best practices for ASC 606 revenue recognition, ASC 842 lease accounting, and financial compliance.
Currently, Chris serves as the Founder & Principal Consultant at Word & Co PLLC, where he specializes in helping businesses optimize financial operations, leverage AI-driven financial solutions, and navigate complex transactions. His deep understanding of technical accounting, process automation, and finance strategy makes him a sought-after advisor for organizations looking to scale and improve financial performance.
Beyond his professional career, Chris is actively engaged in leadership and mentorship, serving as the Chairman of the National Association of Black Golf Merchants (NABGM) and supporting various professional and community-driven initiatives.
Chris is passionate about empowering businesses through financial strategy and technology, helping them operate more efficiently, make data-driven decisions, and achieve long-term success.
Learn more about Matthew
Matthew Glessner
Matthew is a seasoned professional with over 20 years of progressive experience, including Big 4, focusing on Data and Analytics, IT Risk Management, and Compliance. An innovator and team builder with experience hiring, training, setting strategy, and leading an organization with over 150 resources. Seasoned with analytic and communication skills, refined with the experience of frequent communication with Controllers and Executives. Experienced in personnel management with success leading, managing, and influencing teams. Broad exposure to cultures, processes, procedures, and technologies in a variety of organizations, both domestically and internationally.
Core Competencies include:
- Audit data and analytics
- SAP Roles and Authorizations
- SAP GRC
- IT General and Application Controls
- Change management
- Risk management
- Segregation of duties
- Audit and assurance
- IT SOX Compliance
11:20 AM-12:10 PM
Dr. Sharon Jones
Trends in Data Analytics for Accounting Educators: Bridging the Gap Between Industry and the Classroom
Data analytics is transforming the accounting profession, making it essential for educators to equip students with the necessary skills to thrive in this evolving landscape. This session will explore emerging trends in data analytics, including artificial intelligence, automation, and predictive modeling, and discuss how these advancements are reshaping accounting education and practice.
Attendees will gain insights into utilizing data analytics, and more importantly, how to integrate these concepts into accounting curricula. The session will feature real-world applications, case studies, and teaching strategies to ensure students are prepared for data-driven decision-making in their careers.
Learning Objectives:
- Identify key trends in data analytics that are influencing the accounting profession.
- Explore best practices for incorporating data analytics into accounting coursework.
- Develop strategies for engaging students with hands-on learning experiences, including case studies and technology-driven exercises.
- Understand the impact of AI, machine learning, and big data on financial reporting and decision-making.
Field of Study: Information Technology
Learn more about Sharon
Dr. Sharon Jones, Ed.D
Dot Consulting
Dr. Sharon Jones, Ed.D is the founder and CEO of the dot Consulting and the non-profit Dottie Rose Foundation, where she leads and implements technology education and innovation. Dr. Jones has served as a computer science expert for the past 23 years, bridging the gap between everyday actions and the application of technology. She serves as a member of the National Small Business Leadership Council, where she represents North Carolina and a co-founder of Carolina Women in Tech. She was also named one of the 100 Women to KNOW in 2023 by JP Morgan for her work and impact with creating a pipeline for women in tech. When not running the technology-world, Dr. Jones spends her time with her husband Ricky, and two sons.
12:40-1:30 PM
Dena Breece, PhD, CPA, CGMA
Dr. Todd White
From Theory to Practice: Integrating Service-Learning into Accounting Education
Service-learning bridges the gap between academic theory and real-world application, providing students with hands-on experiences that benefit both their education and their communities. This session will explore how accounting educators can develop and implement meaningful service-learning projects that engage students, support local organizations, and enhance learning outcomes. Attendees will gain insights into successful program models, strategies for building partnerships between institutions and community organizations, and best practices for integrating service-learning into accounting curricula. Whether you’re looking to launch a new initiative or enhance an existing program, this session will provide actionable steps to inspire student involvement and create lasting community impact.
Learning Objectives:
- Understand the Value of Service-Learning— Identify the benefits of service-learning in accounting education, including student skill development, community impact, and career readiness
- Develop Effective Service-Learning Projects— Learn how to design and implement service-learning initiatives that align with course objectives, engage students, and provide meaningful real-world experiences.
- Build Partnerships for Success— Explore strategies for collaborating with institutions, non-profits, and community organizations to create sustainable and impactful service-learning opportunities.
Field of Study: Specialized Knowledge
Learn more about Dena
Dena Breece, PhD, CPA, CGMA
University of North Carolina at Pembroke
Dr. Dena Breece is an associate professor of accounting at the University of North Carolina at Pembroke. Furthermore, she is the interim department chair for accounting, finance, and information technology management. Dr. Breece holds a BS in Accounting from Methodist College (now University), an MBA from Campbell University, and a PhD in Business Administration with a Concentration in Accounting and Finance from Trident University International and is a NC licensed CPA with over 20 years of industry experience. Her research interest includes managerial accounting, information technology, and pedagogy. She published articles in the Journal of Accountancy, Human Systems Management, the North American Accounting Studies, Entrepreneurship Education and Pedagogy, Journal of Case Studies, Journal of Case Research and Inquiry, the Southeast Case Research Journal, and in various conference proceedings.
Learn more about Todd
Dr. Todd White
University of North Carolina at Pembroke
Dr. Todd White is an assistant professor of accounting at the University of North Carolina at Pembroke. He holds a BBA in Finance from the University of Notre Dame, an MS in Accounting from the University of Akron, and a PhD in Accounting and Information Systems from Virginia Tech. His research expertise includes financial analyst herding and his work has been published in academic journals such as the Review of Quantitative Finance and Accounting as well as prestigious professional publications such as the CFA Digest.
1:35-2:25 PM
Charles Russo, PhD, CPA, CMA, CVA
Captivating Virtual Learners: Strategies for Online Engagement
With the growing shift to online learning, accounting educators face unique challenges in keeping students engaged, motivated, and actively participating in virtual courses. This session explores innovative teaching strategies, technology tools, and best practices that foster interactive and meaningful learning experiences. Attendees will gain insights into creating dynamic course content, leveraging discussion forums, incorporating real-world case studies, and using gamification techniques to enhance student engagement. Whether you’re new to online teaching or looking to refine your approach, this presentation will provide practical solutions to improve student success in the digital classroom.
Learning Objectives:
- Identify Key Challenges in Online Learning – Recognize common engagement barriers faced by accounting students in virtual environments and explore strategies to overcome them.
- Implement Interactive Teaching Strategies – Apply innovative teaching methods, including active learning techniques, real-world case studies, and problem-solving activities, to foster student participation and deeper learning.
- Leverage Technology Tools for Engagement – Explore and integrate digital tools such as discussion forums, video conferencing, collaborative platforms, and adaptive learning software to create dynamic online courses.
- Enhance Student Motivation Through Gamification – Understand the principles of gamification and apply techniques such as quizzes, leaderboards, and interactive challenges to boost student motivation and engagement.
- Assess Student Engagement and Learning Outcomes – Implement formative and summative assessment methods to measure student participation, comprehension, and overall success in an online setting.Apply Best Practices for Online Course Management –
- Optimize course structure, communication strategies, and student support mechanisms to create an inclusive and effective online learning experience.
Field of Study: Personal Development
Learn more about Charles
Charles Russo, PhD, CPA, CMA, CVA
Towson University
Dr. Charles J. Russo is an Associate Professor of Accounting and Director of the M.S. in Accounting and Business Advisory Services program at Towson University. He teaches Graduate Federal Taxation, Advanced Accounting, Intermediate Accounting, and Management Accounting.
Dr. Russo is a seasoned professional with a successful career spanning both academia and professional practice. He serves as Associate Editor of the Journal of Forensic Accounting Research and sits on the Editorial Advisory Board for the Journal of Forensic and Investigative Accounting. His work has been published in the Journal of Accountancy, The Tax Adviser, Journal of Forensic Accounting Research, Journal of Forensic and Investigative Accounting, among others.
With deep expertise in federal taxation, accounting, and business valuation, Dr. Russo remains actively engaged in the accounting profession through committee service and by providing expert witness testimony in business valuation and litigation matters.
2:25-2:55 PM
Key Takeaways from the Day – Insights & Actionable Strategies
As we wrap up a full day of engaging discussions, we’ll close with interactive multi-state breakout rooms, where you can connect with colleagues in smaller groups. This is a great way to reflect on what resonated most, exchange perspectives, and discuss how to implement new strategies effectively. Whether it’s leveraging technology in the classroom, enhancing student engagement, or navigating changes in accounting education standards, this session will equip you with valuable tools to drive success in your teaching and curriculum development.
Learning Objectives:
- Participants will actively connect with peers in small breakout rooms to build relationships and work together.
- Participants will share insights and brainstorm innovative ideas within their breakout groups.
Field of Study: Personal Development
2:55-3:00 PM
Closing Remarks
NCACPA is a NASBA-approved sponsor of continuing education.
For complete program information (course registration, learning objectives, instructional delivery methods, CPE, field of study, prerequisites, program knowledge, level, advance preparation, program description, and speaker information), please visit the event links above.
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.
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