Schedule
NCACPA’s Business & Industry Fall Conference is designed to meet the diverse demands of your job—with specific updates in North Carolina’s business and economic trends, technology, A&A, tax, fraud, and personal development. It’s specifically developed to give you key knowledge to take back to your organization.
The accounting world is evolving! Business & Industry fall with cover new practices about the future of business will be shared—from the emerging workplace, effective virtual communication, improving productivity, leading virtual teams, staying motivated in challenging times, building better work/life balance, and more!
Don’t miss the welcome reception!
Monday, September 11, 2023 @ 5:00 pm
Vanderbilt Terrace
More information and details to follow!
DAY 1: Business & Industry Fall Conference
Monday, September 11
8:00 am-4:45 pm
8 Total CPE Hours
= Session is available to in-person attendees
= Session is available to virtual attendees

Ted Abernathy
Economic Leadership LLC

General Session 1: Acknowledging the New Normal Economy – What’s Normal and What’s New
This session will look at the US economy’s inertia and examine where things are back to a pre-pandemic normal and what may have changed forever. We examine ongoing workforce challenges, how geopolitics is impacting on the global economy, the impact of new technology and North Carolina’s economic competitiveness.
Field of Study: Economics
Learn more about Ted
Ted Abernathy
Economic Leadership LLC
Ted is the Managing Partner of Economic Leadership LLC, a consultancy that is currently working in more than a dozen states to develop economic and workforce strategies. Ted has 35 years of experience in directing economic development and workforce development programs. From 2008-2013, Ted was the Executive Director of the Southern Growth Policies Board, a 42-year old public policy think tank that provided economic development research, strategy and marketing advice, to states and communities across the South. He also served as economic development policy advisor to the Southern Governors Association.
Ted’s current projects include developing economic and workforce strategies in more than a dozen states and regions across the country, designing an economic development and innovation ecosystem for a new science city in Kenya, evaluating cluster opportunities ranging from value added agriculture to advanced technologies, building dashboards using advanced data analytics, and producing the annual Home of Future Thinking conference.
Concurrent Sessions

1A: Environment, Social and Governance (ESG) Landscape Overview
ESG risks and opportunities are business risks and opportunities. As the pace and impact of societal and environmental disruption continues to intensify, organizations need to build capacity to drive ESG performance and resilience. In this session, we will review the highlights of the SEC disclosure rule with more expected in the coming months.
Field of Study: Accounting

Ally Moore
Deloitte & Touche LLP
Learn more about Ally
Ally Moore
Deloitte & Touche LLP
Ally is a senior manager in Deloitte & Touche LLP’s audit and assurance practice in the Charlotte office. She is a CPA in North Carolina and has over 7 years of experience primarily in the Power, Utilities, and Renewables industry working with clients reporting under US GAAP. She has experience with integrated and non-integrated audits, agreed-upon procedures, acquisitions, dispositions, and technical accounting matters. Additionally, her experience includes auditing various account balances and classes of transactions, providing comfort letters and consents associated with debt and equity offering transactions including green and sustainability bonds, and internal controls in accordance with the PCAOB standards. In addition, she focuses on emerging matters involving Environmental, Social, and Governance (ESG).

Kate Wiese, CPA
Deloitte & Touche LLP
Learn more about Kate
Kate Wiese, CPA
Deloitte & Touche LLP
Kate is a Senior Manager in Deloitte & Touche LLP’s Audit and Assurance practice. She joined the Sustainability & ESG Services team after working in Deloitte’s financial statement audit practice for nine years.

Kassi Rushing, APR
AICPA

1B: Building Places People Want to Work
The future of work is here. Success in this new world requires new mindsets, new skills and asking different questions. In this session, Kassi Rushing, APR, poses five key questions to allow you to assess your organization’s own readiness for this shift while offering insights on emerging trends and ideas for your own preparedness. Harness the power of the opportunity and move forward with preparedness and confidence.
Field of Study: Business Management
Learn more about Kassi
Kassi Rushing, APR
AICPA
For more than two decades, Kassi has been bridging the strategies between business and people. Her experience and expertise is in workplace culture and transformation, high performing teams, leadership/pipeline development, employee experience and communication strategy.
She previously served as the director of people growth and engagement for a Top 50 public accounting firm and as a corporate communicator focused on employee relations for a multi- billion dollar financial institution. She also worked as a development consultant for a national women’s non-profit organization.
Concurrent Sessions

Doug Van Der Aa
Federal Tax Workshops

2A: Key Tax Issues Facing Business & Industry
Key into federal tax issues affecting business from the internal accountant’s point of view, with a focus on the impact of recent tax legislation and IRS developments. Planning alternatives and the potential risks associated with those strategies will be discussed.
Topics discussed (may) include:
- ERC update – the audits have started!
- Cryptocurrency reporting for business
- Beneficial ownership reporting in 2024
* Not exactly tax, but it goes to FINCEN! - Inflation Reduction Act
* Green Tax Credits - Tax depreciation after the end of 100% bonus
* What is MACRS anyways?
Field of Study: Taxes
Learn more about Doug
Doug Van Der Aa
Van Der Aa Tax Ed, LLC
Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.
Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.
Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.

Eric Hobbs, CEO
Technology Associates

2B: How to Identify Your IT Partner and be Cybersafe
Being confident you are using the right IT solution can be tricky. Gone are the days where your IT vendors ‘response time’ was a top concern. Controlling costs, mitigating risks, and properly leveraging technology to help you achieve your objective far outweigh how fast someone can pick up the phone. Unfortunately, marketing lingo, technical jargon and way too many fear tactics put all but the savviest decision makers behind the eight ball. Time to take back some control.
We will take a deep dive in the most important decision factors when assessing an IT vendor on what REALLY matters and how your decision process will have a direct impact on the results you and your business receive. You will find out how the MSPs operate from an industry veteran – the things you should be focused on and the flashy stuff you can ignore.
By the end of this session, you will have a framework to navigate the complex landscape of selecting an IT vendor and feel confident that their capabilities match with your needs. You will be armed with the RIGHT questions to get right to the bottom of a potential vendors capabilities – seeing past the marketing hype right to what they really can, and can’t, deliver.
Field of Study: Information Technology
Learn more about Eric
Eric Hobbs, CEO
Technology Associates
Hobbs started in 1991 as Network Administrator for a professional liability insurance carrier and was later promoted to IT Manager. In 1997, Eric started Technology Associates with the mission to provide ‘Big Company IT’ to businesses who didn’t have an IT staff. Over the years, Eric has worked with businesses large and small to help leverage technology for a competitive advantage.
Concurrent Sessions

Doug Van Der Aa
Federal Tax Workshops

3A: Corporate Tax Update
Dive into recent changes impacting corporations, both C and S Corps.
Topics discussed (may) include:
- Inflation Reduction Act
* New corporate taxes on large corporations
* Green Tax Credits - Section 163(j) interest expense limitation
- Research and experimentation cost amortization
- Deducting business losses
Field of Study: Taxes
Learn more about Doug
Doug Van Der Aa
Van Der Aa Tax Ed, LLC
Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.
Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.
Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.

Kassi Rushing, APR
AICPA

3B: The Future Ready Leader
Leadership is transforming—not changing, not evolving—truly transforming. For many, what it takes to be a successful leader in the new world of post-pandemic work will require shifting mindsets, learning new skill sets, and a willingness to meet the changing needs of both the employee and the marketplace.
In this session, Kassi Rushing, APR, unites her passion for leadership development and workplace culture cultivation to create awareness and urgency for leaders and future leaders. You’ll learn how we got here as well as the specific leadership skills necessary for your personal and organizational success.
Will you be willing to make the necessary changes today, to be the Future-Ready Leader of tomorrow?
Field of Study: Personal Development
Learn more about Kassi
Kassi Rushing, APR
AICPA
For more than two decades, Kassi has been bridging the strategies between business and people. Her experience and expertise is in workplace culture and transformation, high performing teams, leadership/pipeline development, employee experience and communication strategy.
She previously served as the director of people growth and engagement for a Top 50 public accounting firm and as a corporate communicator focused on employee relations for a multi- billion dollar financial institution. She also worked as a development consultant for a national women’s non-profit organization.
Concurrent Sessions

Rafe Martin
ComTech Network Solutions

4A: Artificial Intelligence: Implications for Business Strategy
This session will explore the relevance of using AI in strategic decision-making as a C-suite leader and finance professional. Strategic leaders attending this session will be provided information to consider, embrace, and adapt to AI technologies in their organization.
Topics include:
- AI past present and future!
- Enhancing customer experience through AI
- Chat GPT: A real world application to increase productivity
- AI and cybersecurity considerations
- Other AI uses – there’s an AI for that!
Field of Study: Information Technology
Learn more about Rafe
Rafe Martin
ComTech Network Solutions
Rafe has over thirty years of experience in the IT industry as both a software engineer and managing partner for a digital services firm. Rafe brings a wealth of experience to his role as Business Development Manager at ComTech and enjoys helping clients leverage technology to achieve their goals.
Recognizing the future is undeniably AI-driven, Rafe recently earned a certificate from MIT’s prestigious executive program on Artificial Intelligence: Implications for Business Strategy.
Rafe’s former accolades include being selected as one of the Triad’s Top 40 Business Leaders Under Forty, an Alamance Community College Distinguished Alumni Nominee, and former Business Advocate of the Year by the Alamance Chamber of Commerce.

Rob Berry, CPA
The Knowledge Institute

4B: Transition Smoothly in Business – Finding your Feet
Every professional will change roles many times. Is your position changing, e.g., a promotion, a new job, retirement, joining a Board, or a fresh college graduate? How to transition smoothly and understand those who you will work with? How do I fit in? How do I learn what to do and what not to do? Do not forget your life outside of work. It is a job, not there for your personal convenience to work when you want to. Can you have it all? How do I work with older/other/younger people? Everyone will move on to new opportunities, this seminar will prepare you on how to move on and be successful!
Topics Discussed:
- What are the two crucial questions to ask when taking on a new role?
- How to check out the new organization and the new manager – before you start
- Approaches to maintaining professionalism when others do not
- Ways to interact with multiple generations
- Learning to adapt to changing situations
- Techniques to integrate work and social life
- Social media recommendations
Field of Study: Business Management
Learn more about Rob
Rob Berry, CPA
The Knowledge Institute
Robert Berry, CPA, is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host. His most recent book, Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits, is changing the way auditors build relationships with clients.

Rob Berry, CPA
The Knowledge Institute

General Session 2: Office Politics – Navigating the Minefield
Office politics can derail careers and destroy organizations. It exists, and we will provide solutions towards improving the workplace dynamic. Using office politics for good can be constructive. This session will cover the core elements of office politics and ways in which they may be solved, so the organization can thrive. If you have seen first-hand the destructive power of negative office politics, this seminar will be enlightening.
Topics Discussed:
- Understanding perceptions and reality
- The varying personalities in the workplace
- Workplace motivators
- Managing problem personalities
- Navigating difficult conversations
- Assessing the role we play in workplace politics
Field of Study: Personnel/Human Resources
Learn more about Rob
Rob Berry, CPA
The Knowledge Institute
Robert Berry, CPA, is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host. His most recent book, Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits, is changing the way auditors build relationships with clients.
DAY 2: Business & Industry Fall Conference
Tuesday, September 12
8:00 am-4:45 pm
8 Total CPE Hours
= Session is available to in-person attendees
= Session is available to virtual attendees

General Session 3: Legislative Updates for NC Business Leaders
For businesses to adapt and thrive, it’s essential for their leaders to understand the dynamics and influence of government policymaking on their work. Our expert panel of lobbyists and politicos will discuss a variety of new laws, regulations, and policy proposals from this year’s legislative session in Raleigh and forecast what changes could be on the table in 2024. Whether your company is large, small, or somewhere in between, this session will provide you with valuable insight about the opportunities and challenges created by the intersection of business and government.
Join us for an engaging session featuring a panel of political insiders as they explore how recent legislative and regulatory changes will shape the business environment in North Carolina. The discussion will focus on a variety of policies—and proposals—that could impact economic development, investment, and innovation.
Topics will include:
- Taxes
- Regulatory reform
- Economic and workforce development
- Infrastructure investments
- Health care
- …and more!
Field of Study: Specialized Knowledge
Learn more about Robert
Robert Broome
NCACPA
Robert works with our members to develop, implement, and communicate NCACPA’s advocacy agenda to legislators and regulators. He serves as staff liaison to the Advocacy Resource Group and Tax Resource Group.
Robert has extensive experience as a lobbyist, PAC fundraiser, and grassroots manager 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.
Outside of work, Robert volunteers with the American Red Cross, American Heart Association, and Inter-Faith Food Shuttle. He graduated from Austin Peay State University with a degree in political science. He and his wife, Brandi, are the proud parents of two daughters.

Robert Broome
NCACPA

Anna Beavon Gravely
North Carolina Free Enterprise Foundation

Jake Cashion
North Carolina Chamber of Commerce

Elizabeth Robinson
North Carolina Retail Merchants Association
Learn more about Robert
Robert Broome
NCACPA
Robert works with our members to develop, implement, and communicate NCACPA’s advocacy agenda to legislators and regulators. He serves as staff liaison to the Advocacy Resource Group and Tax Resource Group.
Robert has extensive experience as a lobbyist, PAC fundraiser, and grassroots manager 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.
Outside of work, Robert volunteers with the American Red Cross, American Heart Association, and Inter-Faith Food Shuttle. He graduated from Austin Peay State University with a degree in political science. He and his wife, Brandi, are the proud parents of two daughters.
Learn more about Anna
Anna Beavon Gravely
North Carolina Free Enterprise Foundation
Anna Beavon Gravely is the Executive Director of the North Carolina FreeEnterprise Foundation, a non-partisan research organization that works to understand trends and inform decision making. NCFREE is a leader in connecting the dots for North Carolina’s political landscape and business growth.
Learn more about Jake
Jake Cashion
North Carolina Chamber of Commerce
Jake Cashion serves as the Vice President of Government Affairs at the NC Chamber, leading the lobbying, advocacy, and political efforts of the state’s top business advocacy organization. Jake returns to the NC Chamber after leaving to lead a team expansion at Brooke Cashion and Associates – Allen Tate. Prior to that he worked as a director of government affairs at the NC Chamber from 2011 to 2017, leading unemployment insurance reform efforts, the “NC Can’t Afford to Wait” campaign to achieve transportation funding reform, tort reform, and other significant business issues for the state’s business community. Jake enjoys the quality of life that North Carolina offers from its people to its location with easy access to the mountains and the coast. He is passionate about maintaining NC’s #1 ranking for business and economic climate and having the ability to influence positive change for our members and the people of North Carolina. In his spare time, Jake enjoys spending time with his wife, Brooke. They like to travel to their mountain home and Florida getaway on the Gulf Coast. Jake loves to scuba dive and work in the landscape. They have one daughter, Maddie who commissions and graduates from the US Naval Academy in May 2023 and will become a Navy Pilot. A lot of the time, you will see Finn the dog with them.
Learn more about Elizabeth
Elizabeth Robinson
North Carolina Retail Merchants Association
As Vice President of the NC Retail Merchants Association, Elizabeth advances the government relations efforts for NCRMA, having lobbied the North Carolina General Assembly and regulatory bodies to advocate for a positive business climate for retailers in North Carolina since 2006. In addition, she oversees the Carolinas Organized Retail Crime Alliance and other Association activities including Emergency Management response efforts for retail. Prior to joining NCRMA, Elizabeth served as Director of Government Relations for the NC Chamber of Commerce after working as an associate lobbyist with Roger Bone & Associates for various business clients. Elizabeth received the Triangle Business Journal 40 Under 40 Award in 2019 and served as the 2017-2018 President of the North Carolina Professional Lobbyists Association as well as a past president of the Young Lobbyists Association. She also serves as a President of NCRMA affiliated entities 209 Retail Partners LLC and Total Quality Management, Inc. Graduating from the University of North Carolina at Chapel Hill with a double-major in Public Policy Analysis and Political Science, Elizabeth is married to John and lives in Raleigh with their two children, William & Emily.
Concurrent Sessions

Jennifer Louis, CPA
Emergent Solutions Group, LLC

5A: A&A Updates Impacting Small & Medium Sized Business
This course provides a practical overview of the most important issues facing most companies and accountants. The focus is on explaining the basis behind major accounting and financial reporting issues and trends in plain language, enabling professionals to understand the most important aspects of relevant generally accepted accounting principles.
Upon completion of this course participants will be able to:
- List “hot topics” in accounting and financial reporting
- Recall the major implementation considerations for transitioning to new accounting standards
- Discuss practical examples of implementing changing technical, professional and relevant regulatory requirements
Field of Study: Accounting
Learn more about Jennifer
Jennifer Louis, CPA
Emergent Solutions Group, LLC
Jennifer F. Louis, CPA founded Emergent Solutions Group, LLC in 2003, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education. Prior to that Jennifer served as Director of Training Services at AuditWatch, Inc, was the Financial/Operational Audit Manager at AARP, and was an Audit Manager for Deloitte & Touche LLP. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her Coton de Tulear dogs, and savoring any precious moments spent with her two young adult boys.

Paula McMillan, CPA/PFS, CFP, CGMA
Stearns Financial Group

5B: What You Should Be Thinking About 5-10 years Before Retirement
For most people, a successful retirement doesn’t just happen. It is the culmination of years of careful planning… What SPECIFIC actions do you need to take 5-10 years before retiring to enjoy a secure and fulfilling retirement?
Join Paula as she takes you through her Retirement SWOT Analysis to help you identify and address your personal retirement strengths, weaknesses, opportunities and threats. You will walk away with a better understanding of what you have done well and what you need to do going forward to help you plan for a long, prosperous and engaging retirement.
Topics like those below – and much more – will be covered in this fast-paced hour with a wealth of nuggets!
- Determine if you are at-risk for the most common reasons why people fail at retiring successfully – so you can make changes now to avoid them.
- Find out when and how you should be changing your investment allocation and location as retirement draws closer and you are in your highest earning years – as you prepare to transition from accumulation mode to decumulation mode.
- Learn the deadlines and lifetime penalties to avoid in the years leading up to retirement – respecting the fact that some decisions are final without the opportunity for “do-overs”.
- Understand and prepare for the tax planning changes that will occur through four stages of retirement – so you minimize cumulative taxes paid over your lifetime.
Field of Study: Finance
Learn more about Paula
Paula McMillan, CPA/PFS, CFP, CGMA
Stearns Financial Group
Paula McMillan, CFP®, CPA/PFS, CGMA helps people pay less taxes and make more money as a financial advisor with a specific focus on income taxes and estate planning.
- Published and quoted in CNBC, US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger’s, The Business Journal, How Stuff Works, NCACPA Interim Report and more.
- Created two national AICPA podcast series on retirement readiness and women and wealth
- TEDx presenter on the topic of Retirement: Longevity and Security.
- National speaker on Retirement Planning (Investment and Tax Strategies, Medicare, Social Security).
- AICPA Advanced Personal Financial Planning Conference Committee, Investment Subcommittee Chair
- AICPA Personal Financial Specialist (PFS) Credential, Committee Member
- Society of Financial Service Professionals (SFSP), Board Member
- Society of Financial Service Professionals (SFSP) Foundation, Board Chair
- Greensboro Estate Planning Council, Board Member
- Plenteous Financial Forum, Founder and Chair
- Women’s Professional Forum, Financial Divas, Chair
- NCACPA Women’s Initiatives Group, Founder and Chair
Concurrent Sessions

Tommy Stephens
K2 Enterprises

6A: Payments, Portals, Signatures – How to Collaborate
Demands for an excellent user experience are at an all-time high. But how do you solve for easy collaboration, compliance, and workflow? What features do you need to be effective? How do you integrate payments, eSignatures, and other technologies to make interaction convenient? This session will explain the necessary features, provide an overview of the best technologies for collaboration, and help you think through how to solve your business problems. You’ll learn about the options available from client portals, workflow management, payments, eSignatures, and more. Attend this session and arm yourself with the tools you need to succeed!
Field of Study: Information Technology
Learn more about Tommy
Tommy Stephens
K2 Enterprises
- Bachelor of Science in Business Administration, Major in Accounting, Auburn University
- Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
- Thirty-seven years of public accounting & private industry experience
- Twenty-seven years of experience as a continuing professional education discussion leader
- Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
- To date, has presented over 2,800 continuing education sessions to over 71,000 participants

Kevin von der Lippe
Catapult Employers Association, Inc.

6B: Compliant Hiring: How to Find (& Keep) Your Ideal Candidates
In this session, Kevin will update attendees on background screen do’s and don’ts, today’s federal and state forecasts, ways to stay in front of the FCRA and EEOC and much more!. Session attendees will leave with insights on identifying the right applicants in any market for greater employee retention and engagement.
Field of Study: Personnel/Human Resources
Learn more about Kevin
Kevin von der Lippe
Catapult Employers Association, Inc.
Kevin von der Lippe is the Director of Pre-Employment Services at Catapult, an employers’ association with offices in Raleigh, the Triad and Charlotte dedicated to helping NC employers with issues related to HR, compliance, and people development. Kevin has been part of the Catapult team since 1996. His responsibilities include overseeing the company’s detective agency, background checking department, and recruiting department.
As an expert on background checking and detective work, Kevin frequently speaks on those topics to different audiences, which include employers and HR professionals. He is security minded and proficient with the federal Fair Credit Reporting Act (FCRA) and the enforcement of Title VII of the Civil Rights Act of 1964 (administered by the EEOC), as it relates to background checks.
Kevin is a member of the PBSA, a background screener association, where he serves on their Advocacy Committee and as the NC Chairman of their Grassroots Legislative effort. He is also a member of ASIS, an industrial security association. Kevin was raised in Greensboro, NC and currently lives nearby with his wife. He completed his bachelor’s degree in history at North Carolina State University. Kevin is an active volunteer who gives his time to numerous boards and organizations, including the Bryan Park Golf Commission and Greensboro-Guilford Country Crime Stoppers.
Concurrent Sessions

Tommy Stephens
K2 Enterprises

7A: Case Studies in Fraud and Technology Controls
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Field of Study: Auditing
Learn more about Tommy
Tommy Stephens
K2 Enterprises
- Bachelor of Science in Business Administration, Major in Accounting, Auburn University
- Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
- Thirty-seven years of public accounting & private industry experience
- Twenty-seven years of experience as a continuing professional education discussion leader
- Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
- To date, has presented over 2,800 continuing education sessions to over 71,000 participants

Peter Metzner, MA, MPA, PCC, BCC
Dynamic Change, Inc.

7B: Performance Management – Methods to Delegate and Develop your Team
In this session, participants will:
- Be given practical tools to delegate for results as well as for employee development.
- Be exposed to Change Works – a proven system of delegating to allow for more efficient mobilization of resources and sustainable high performance.
- Each will gain practical and usable insights to help individuals identify the ability, likelihood and potential resources needed for successful implementation of critical activities and a more responsive, dynamic approach to management and leadership.
- Understand how effective delegation allows managers to focus on achieving mission critical activities, rather than too many things – less effectively.
- Realize how to enhance their management and leadership potential, as they develop the abilities of staff.
- Discern which activities to delegate and those that should not be delegated.
Field of Study: Personal Development
Learn more about Peter
Peter Metzner, MA, MPA, PCC, BCC
Dynamic Change, Inc.
Peter Metzner is a Professional and Board-Certified Coach and Trainer. He is the President and founder of Dynamic Change, Inc. Peter has facilitated hundreds of team development and training programs and coached scores of executives from city government, federal agencies, universities, hospitals, colleges, schools, non-profits, associations, as well as professional offices and businesses. Before founding Dynamic Change Inc., he was employed by the Center for Creative Leadership, helping customize executive development and training programs for major businesses and corporations. Peter also taught Psychology at Vance-Granville Community College and leadership Studies at William Peace University. Currently he facilitates seminars on Leadership and High Performing Teams at UNC Chapel Hill as well as Duke University Medical Center. He is also an Instructor for the Institute for Life Coach Training.
Concurrent Sessions

Nicole Andrews, MBA, MHRD
Nicole Andrews International, LLC

8A: How to Leverage a Multi Generational Workplace
The multi-generational workplace is a reality in today’s business world. It is important to understand the strengths and struggles of each generation in order to create a successful and productive work environment. Leveraging the different generations in the workplace can help all employees feel valued and respected no matter their generation.
You’ll be guided through five key areas to examine in your own workplace to determine where to focus your efforts to address this common challenge. Each generation has its own communication, working style and expectations of how to interact and collaborate with each other. They also bring a unique set of skills and experiences that can be used to create something truly special…if leveraged effectively. Learn how to move away from generational conflict to cross-generational creativity that propels your business and your team forward.
In this session, you’ll:
- Review the unique perspectives, needs and benefits each generation brings into the work environment
- Learn how current “generational labels” may lead to more confusion and how a global effort may impact how we view multi-generations in the future
- Discover why leveraging multi-generational workplaces is critical for business survival
- Hear examples of how to overcome some of the biggest challenges and make the most of the benefits from working in multi-generational workplaces
Field of Study: Personnel/Human Resources
Learn more about Nicole
Nicole Andrews, MBA, MHRD
Nicole Andrews International, LLC
I founded Nicole Andrews International in 2019 to serve as a career coach for ambitious women through my coaching programs, courses and events and as a speaker for organizations looking to support the inclusion and advancement of women in the workplace.
My goal is to help women do the deeper work of uncovering their unique vision and purpose, embracing their difference and disrupting limiting beliefs about what’s possible for them in the workplace and beyond.
I’m The Career Disruptor® and my coaching programs, courses and events are all built around my custom, one-of-a-kind proven D.I.S.R.U.P.T. Framework to help you with more than job searches, resumes and interviews.
Whether you love or hate your job, I want to help you create visibility and have a plan in place to manage any career disruption that comes your way proactively no matter what happens in your company, economy or the world.
We work together to create a plan to transform your career one big or small step at a time so you can spend better quality time at home with those you love while knowing you’re not sacrificing your future career impact because you’re a woman with a plan.

Mark Vitner, CBE
Piedmont Crescent Capital

8B: State of the Banking Industry
The sudden collapse of Silicon Valley Bank raised considerable questions about the health of the banking sector. After successfully navigating through that crisis, banks will now have to deal with an uncertain economy, heightened regulations, rising interest rates and a protracted inverted yield curve. How will banks navigate through this environment and what will it mean for borrowers and businesses?
Field of Study: Finance
Learn more about Mark
Mark Vitner, CBE
Piedmont Crescent Capital
Mark Vitner, CBE, has more than three decades experience analyzing the U.S. economy, as well as issues impacting residential and commercial development. As a Chief Economist and owner of Piedmont Crescent Capital, Mark leads a team who provides independent economic consulting services to a wide range of businesses, trade groups and municipalities across the country. Their common-sense approach to complex economic issues helps business leaders more confidently make key decisions.

Tommy Stephens
K2 Enterprises

General Session 4: Ethics in Technology
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few. This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session in which you will ever participate.
Field of Study: Behavioral Ethics
Learn more about Tommy
Tommy Stephens
K2 Enterprises
- Bachelor of Science in Business Administration, Major in Accounting, Auburn University
- Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
- Thirty-seven years of public accounting & private industry experience
- Twenty-seven years of experience as a continuing professional education discussion leader
- Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
- To date, has presented over 2,800 continuing education sessions to over 71,000 participants
DAY 3: Business & Industry Fall Conference
Wednesday, September 13
8:00-11:50 am
4 Total CPE Hours
= Session is available to in-person attendees
= Session is available to virtual attendees

General Session 5: Focus on the Profession: Business & Industry
NCACPA Board Chair Arleen Thomas, CEO Sharon Bryson, and Director of Advocacy Robert Broome bring participants an engaging discussion about major issues affecting the accounting profession and business community. They’ll share insights on trends that impact you and your organization, comprehensive updates on legislative and regulatory activity at the state and federal levels, and other important information you need to be prepared for the future.
Field of Study: Specialized Knowledge

Arleen Thomas, CPA, CGMA
NCACPA Chair

Sharon Bryson
NCACPA

Robert Broome
NCACPA
Learn more about Arleen
Arleen Thomas, CPA, CGMA
NCACPA Chair
An experienced Boards of Director member that brings extensive knowledge to organizations that are seeking to find opportunities in chaos. Quickly understands management’s vision and layers relevant knowledge to evolve business models and solve complex problems. Current Board work is focused in the not-for-profit sector with a concentration in education including K-12 and professional life long learning. Continues to focus on board governance engaging in discussions with other directors and investing in professional development. Current interest is in diversity, equity and inclusion and the role it plays in education and improving organizations’ profitability. Extensive experience comes from 25+ years as a senior executive at a large association where for 13 years she was responsible for the self-regulation of the accounting and profession and the other years she was responsible for over $70 million of revenues from products and services. Her career started with KPMG auditing public and private companies in the energy and financial industries.
Learn more about Sharon
Sharon Bryson
NCACPA
In her role as CEO, Sharon works directly with the NCACPA Board of Directors, the Executive Committee, and the Strategy Advisory Committee to set the strategic direction of the Association. Additionally, she represents the membership before various state governmental entities, including the NC State Board of CPA Examiners, the NC Department of Revenue, and the North Carolina General Assembly.
Sharon currently serves as a member of the NC State University Master of Accounting Advisory Board, the ECU College of Business Advisory Board, the UNC MAC Program Advisory Council, and the Louisburg College Board of Trustees.
Sharon is Immediate Past President of the CPA Society Executives Association, Past President of the Association Executives of North Carolina, and former member of the AICPA National Commission on Diversity & Inclusion.
Sharon received both her undergraduate and graduate degrees from the University of North Carolina at Chapel Hill.
Learn more about Robert
Robert Broome
NCACPA
Robert works with our members to develop, implement, and communicate NCACPA’s advocacy agenda to legislators and regulators. He serves as staff liaison to the Advocacy Resource Group and Tax Resource Group.
Robert has extensive experience as a lobbyist, PAC fundraiser, and grassroots manager 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.
Outside of work, Robert volunteers with the American Red Cross, American Heart Association, and Inter-Faith Food Shuttle. He graduated from Austin Peay State University with a degree in political science. He and his wife, Brandi, are the proud parents of two daughters.

Gary Kohut, Ph.D
Belk College of Business

General Session 6: Enhancing Team Success: A Guide to Building Better Work Relationships
Having a strong team is essential for the success of any organization, especially if teams are dispersed, deskless or remote. But how can you ensure that your team is performing at their best, wherever and however they work? How can you truly improve teamwork in the modern workplace?
People who work on successful teams feel valued and appreciated because they know they have something special to offer the team. Employees — especially introverted employees — who feel valued are more engaged. Ultimately, fostering a culture of teamwork takes effort, but it’s worth it for improved productivity and satisfaction in the workplace.
In this session, you will discover the techniques to making others feel more connected and more valued…how to deal better with different personalities by better understanding them…and how to break out of your comfort zone to feel more at ease in unfamiliar settings and activities.
What you will learn from this session
- Recognize valuable communication strategies and techniques that help foster effective relationships
- Understand the importance of self- awareness in workplace relationships
- Learn the behaviors that you must exhibit to be considered credible
- Identify “The Three C’s of Trust” and know how to improve each
Field of Study: Personal Development
Learn more about Gary
Gary Kohut, Ph.D
Belk College of Business
Dr. Gary Kohut joined the Belk College faculty in 1983. His research focuses on corporate communication strategy, leadership and management development and applied technology in business communication. He is co-author of three books: Business Communication: A Functional Perspective, Contemporary Business Report Writing, and Write to Win. He has published articles in both academic and practitioner journals, and has written chapters and cases in communications, management and marketing texts. Dr. Kohut has conducted management development seminars and workshops for several major regional and national corporations. Dr. Kohut is an active member of professional associations and is a member of the board of Comtech Enterprises.

Gene Marks
The Marks Group PC

General Session 7: BUILDING VALUE: 2023 TECH
Mobile tech, office collaboration techs, customer relationship management, artificial intelligence, augmented reality, cyber-security…these are only a few of the major technology trends that are having a significant impact on how we do business, generate leads, sell and service our customers, both now and in the future.
In this session Gene will discuss the latest techs, tools and services to:
- Increase productivity and valuation
- Increase their sales
- Control their finances
- Expand their online presence
- Find/manage/compensate their people
- Service their customers
Field of Study: Information Technology
Learn more about Gene
Gene Marks
The Marks Group PC
Gene speaks at over 70 live events per year — from Fortune 500 sales and executive groups, to large association conferences — his presentations are funny, energetic, and packed with valuable content. Through his keynotes and breakout sessions, Gene helps business owners, executives and senior managers understand the political, economic, operational and technological ISSUES AND TRENDS that will affect their companies and—most importantly — the ACTIONS they need to take to continue to grow and build a valuable company.
As an author, CPA, business owner, and national business columnist for The Hill, The Guardian, Forbes, Entrepreneur, The Philadelphia Inquirer, The Chicago Daily Herald and other well-known outlets, Gene has spent the past 25 years not only running a very successful business but interviewing and speaking with politicians, government leaders, business owners and senior managers in many industries. His role as a speaker is to be a vessel for your audience, reporting back to them what he’s learning and seeing all across the country so they can walk away with some good, tangible, actionable ways to navigate their companies around the challenges they face as they build value in their organizations.
Whether its navigating a slow economy, managing through inflation or finding and retaining the best talent, Gene shares what his best clients, readers and business leaders in his community are doing to build value and grow their companies each year.

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/.
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.