schedule
= Available to in-person attendees
= Available to virtual attendees
General Session
General Session 1: The Evolving Financial Landscape: Perspectives from NC’s CPA and Banking CEOs
Join us for the opening session featuring insights from the CEOs of the NC Association of CPAs and the NC Bankers Association. This session will delve into the evolving landscape of finance, highlighting key trends and challenges impacting both CPAs and bankers. Topics will include the integration of advanced technologies, legislative and regulatory changes, and strategies for fostering collaboration. Attendees will gain valuable perspectives on how associations can support their members in navigating these changes. The session will conclude with an interactive Q&A segment, allowing for in-depth discussion and engagement.
Field of Study: Business Management & Organization
Mark Soticheck
NCACPA
Learn more about Mark
Mark Soticheck
NCACPA
Since July 2024, Mark has been the Chief Executive Officer of the North Carolina Association of Certified Public Accountants. In this role, he works with the Board of Directors in the development and implementation of the organization’s strategic direction. Prior to this role, Mark joined NCACPA in May 2016 as their Chief Operating Officer, where he oversaw communications, engagement, professional development, learning and innovation, finance and administration. Prior to joining NCACPA, Mark worked in public accounting with Dixon Hughes Goodman LLP for 10 years and as Chief Operating Officer for Fidelity Bank for three years. Mark has served on various boards including NCACPA’s Board of Directors and Executive Committee, Junior Achievement of Eastern North Carolina, the Triangle Land Conservancy as a board member and treasurer, as well as on both the Wake Technical Community College and North Carolina State University’s Poole College of Management’s Accounting Advisory Boards.
Peter Gwaltney
NC Bankers Association
Learn more about Peter
Peter Gwaltney
NC Bankers Association
Peter Gwaltney has served as President & Chief Executive Officer of the North Carolina Bankers Association since January 2015. He is a former banker and previously served as President & CEO of the Louisiana Bankers Association, and Chairman, President & CEO of the Senior Housing Crime Prevention Foundation.
He serves on the Federal Delegate Board of the Independent Community Bankers of America, the Board of the North Carolina Small Business and Technology Development Center, the Dean’s Advisory Council at School of Business at Louisiana State University, and has served on the American Bankers Association Board of Directors, the Board of Trustees at Mary Baldwin University, and the Dean’s Advisory Council at the School of Business at Louisiana State University. He is a past chairman of the ABA Alliance of State Bankers Associations, the Graduate School of Banking at LSU, and the Louisiana Governor’s Prayer Breakfast.
Peter and his wife, Ginny, have six children and eleven grandchildren.
General Session
Glenn Hopper, CPA
Category 6 Consulting
General Session 2: AI Driven Finance: the New Frontier
In this illuminating talk, Glenn delves into the transformative power of artificial intelligence in reshaping the financial landscape. From risk assessment to predictive analytics, he explores how AI is not just an add-on but a fundamental shift in financial operations. Attendees will gain actionable insights into leveraging AI for strategic advantage in finance.
Field of Study: Finance
Learn more about Glenn
Glenn Hopper, CPA
Glenn Hopper is an author, speaker, and lecturer on the intersection of artificial intelligence and corporate finance. He is the author of two books on the intersection of AI and finance:
Deep Finance: Corporate Finance in the Information Age (2021), and
AI Mastery for Finance Professionals (October 2024).
Glenn’s work emphasizes the transformative role of AI and automation in enhancing financial operations, improving accuracy, and driving data-driven decision-making.
Glenn is the Head of AI Research and Development at Eventus Advisory Group, where he spearheads the creation of AI-powered solutions tailored to the finance and accounting industries.
His insights and expertise are regularly featured in publications such as Fortune Magazine and Forbes, and he contributes to platforms including the AI Journal and the Forbes Finance Council.
With more than two decades of experience as a CFO in private equity-backed companies, Glenn has led initiatives in finance automation, M&A, and operational efficiency. He has a proven track record of modernizing finance departments by integrating data and automation to achieve better business intelligence, faster reporting, and improved operational performance.
In addition to his professional work, Glenn is an instructor at Duke University’s Executive Education program, the Corporate Finance Institute, AICPA/CIMA, and LinkedIn Learning, where he teaches financial leaders how to leverage AI in their strategic planning – making advanced AI concepts accessible to finance professionals worldwide.
Glenn holds a Master of Liberal Arts (ALM) in Extension Studies in Finance from Harvard University, where he also completed the Harvard Business Analytics Program; and an MBA from Regis University in Denver, CO.
General Session
Glenn Hopper, CPA
Category 6 Consulting
General Session 3: Leading Digital Transformation: A CFO’s Playbook
Glenn provides a roadmap for CFOs tasked with leading digital transformation initiatives in their organizations. Drawing from his extensive experience and case studies, he outlines the key steps for successful integration of AI and data analytics in financial decision-making. This talk equips financial leaders with the tools to navigate the complexities of digital transformation effectively.
Field of Study: Business Management & Organization
Learn more about Glenn
Glenn Hopper, CPA
Glenn Hopper is an author, speaker, and lecturer on the intersection of artificial intelligence and corporate finance. He is the author of two books on the intersection of AI and finance:
Deep Finance: Corporate Finance in the Information Age (2021), and
AI Mastery for Finance Professionals (October 2024).
Glenn’s work emphasizes the transformative role of AI and automation in enhancing financial operations, improving accuracy, and driving data-driven decision-making.
Glenn is the Head of AI Research and Development at Eventus Advisory Group, where he spearheads the creation of AI-powered solutions tailored to the finance and accounting industries.
His insights and expertise are regularly featured in publications such as Fortune Magazine and Forbes, and he contributes to platforms including the AI Journal and the Forbes Finance Council.
With more than two decades of experience as a CFO in private equity-backed companies, Glenn has led initiatives in finance automation, M&A, and operational efficiency. He has a proven track record of modernizing finance departments by integrating data and automation to achieve better business intelligence, faster reporting, and improved operational performance.
In addition to his professional work, Glenn is an instructor at Duke University’s Executive Education program, the Corporate Finance Institute, AICPA/CIMA, and LinkedIn Learning, where he teaches financial leaders how to leverage AI in their strategic planning – making advanced AI concepts accessible to finance professionals worldwide.
Glenn holds a Master of Liberal Arts (ALM) in Extension Studies in Finance from Harvard University, where he also completed the Harvard Business Analytics Program; and an MBA from Regis University in Denver, CO.
Concurrent Sessions
David Peters, CPA
Peters Professional Education
1A: Federal Tax Update for Business
Being a tax practitioner over the last few years has been tough! Several pieces of new tax legislation have created many new green energy credits. Also, what about the new rules regarding transparency in the ownership of corporations? And what about new provisions in the code? What will the election bring? Through discussion and easy to follow examples, we will address these questions and many other new and late-breaking provisions in the 2024 version of Keeping Up with the Tax Code!
Field of Study: Tax
Learn more about David
David Peters, CPA
Peters Professional Education
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. He has over 15 years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. David is a national CPE Instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States.
David holds four Masters degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia. He was recently awarded AICPA’s Outstanding Facilitator Award for the 2021 CPE Year.
Jessica Nye
FBI
1B: Cyber Threats & Trends as Observed by the FBI
During the session, FBI Special Agent Jessica Nye will discuss financially motivated and nation state cyber actors as well as the Insider Threat to include how they are gaining access to systems and best ways to mitigate these threats.
Field of Study: Auditing
Learn more about Jessica
Jessica Nye
FBI
Special Agent Jessica Nye is a member of the FBI’s Cyber Squad in Raleigh, NC. Prior to her arrival in NC in 2015, SA Nye spent eight years working in the Baltimore Field Office on their Cyber Squad and two years at FBI Cyber Division Headquarters in Washington D.C. She has significant experience working cyber-related matters including computer intrusion investigations, intellectual property (IP) rights violations, theft of trade secrets, economic espionage and other investigations.
John Higgins, CPA
Higgins Advisory
1C: Understanding the Role of Microsoft 365 in Accounting
In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction.
This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.
Program Content:
- Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
- Benefits of cloud-based solutions for accounting firms
- Strategies for integrating Microsoft 365 into existing workflows
- Enhancing team collaboration and communication
- Ensuring data security and compliance within Microsoft 365
Field of Study: Computer Software & Applications
Learn more about John
John Higgins, CPA
Higgins Advisory
In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction.
This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.
Program Content:
- Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
- Benefits of cloud-based solutions for accounting firms
- Strategies for integrating Microsoft 365 into existing workflows
- Enhancing team collaboration and communication
- Ensuring data security and compliance within Microsoft 365
Concurrent Sessions
David Peters, CPA
Peters Professional Education
2A: A Controller’s Guide to Assessing the Risk of Your Organization – Risk Management Basics & Developing the Risk Management Process
Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFOs are responsible for other operational parts of the organization, including risk management. This course is a how to guide for CFOs that are being asked to take on the role of risk manager for their companies. We will explore how to measure and score risks in an organization. We will also talk about the Entity-Wide risk management approach and both the importance and difficulties of implementing an on-going risk assessment program.
Field of Study: Accounting
Learn more about David
David Peters, CPA
Peters Professional Education
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. He has over 15 years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. David is a national CPE Instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States.
David holds four Masters degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia. He was recently awarded AICPA’s Outstanding Facilitator Award for the 2021 CPE Year.
Lauren Intinarelli, CPA
CFGI, Inc.
2B: Unlocking Financial Mastery: Cash Flow & Business Forecasting – Process & Technology
Session Objectives:
- Define your Goals: What are you trying to achieve?
- Master Forecasting Techniques: Explore effective methods, key attributes, and emerging trends, while avoiding common pitfalls and challenges.
- Integrate Treasury Functions: Learn how to incorporate your treasury function into your forecasting process for maximum ROI.
- Optimize for Efficiency: Discover ways to streamline your forecasting process, saving time and providing real-time data for management analysis.
Field of Study: Finance
Learn more about Lauren
Lauren Intinarelli, CPA
CFGI, Inc.
Lauren Intinarelli is a Managing Director in CFGI’s Treasury Services practice, bringing deep expertise in financial risk advisory, including hedging and derivatives. She specializes in developing, implementing, and advising on financial risk management programs for financial institutions and corporate clients, integrating financial risk management into enterprise risk frameworks, and enhancing governance and internal controls around financial risk areas. She has also led the design and development of financial risk management technology platforms supporting balance sheet and commodity risk management programs. Before joining CFGI, Lauren was part of EY’s Global Treasury Advisory practice, where she delivered client solutions in cash flow forecasting, post-merger integration, treasury technology implementation, and complex multi-national spin-off transactions. Lauren is a CPA and CFA Charterholder with a Masters in Finance from Gonzaga University. She currently lives in Boston with her family.
John Higgins, CPA
Higgins Advisory
2C: Building the Foundation with Microsoft Teams for Collaboration & Knowledge Sharing
Effective collaboration is the cornerstone of any successful accounting practice. This course delves into Microsoft Teams, a powerful communication and collaboration platform within Microsoft 365. CPAs will discover how to use Teams to facilitate knowledge sharing, manage engagements, and communicate seamlessly with colleagues and clients. The course will provide practical insights into setting up teams and channels, integrating other Microsoft 365 apps, and utilizing Teams’ features to enhance productivity.
This course is one of a six-part series on Microsoft 365 for CPAs. We recommend you attend all six presentations to develop a complete understanding of Microsoft 365 and its potential to advance your digital transformation.
Program Content:
- Setting up and organizing teams and channels
- Integrating Microsoft Teams with other Microsoft 365 apps
- Best practices for virtual meetings and communication
- Sharing and co-authoring documents and spreadsheets in real-time
- Utilizing Teams for engagement management and client collaboration
Field of Study: Computer Software & Applications
Learn more about John
John Higgins, CPA
Higgins Advisory
In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction.
This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.
Program Content:
- Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
- Benefits of cloud-based solutions for accounting firms
- Strategies for integrating Microsoft 365 into existing workflows
- Enhancing team collaboration and communication
- Ensuring data security and compliance within Microsoft 365
Concurrent Sessions
Colin Ryan
3A: The Trust Advantage: Engaging Financial Conversations that Win Clients for Life
Facts and figures don’t create lasting connections—stories do. To truly reach our clients and communities, financial professionals must learn to stand out, build trust, and spark meaningful conversations that drive real results. In this funny and insightful keynote, you’ll discover powerful tools to become a memorable (and imperfect) mentor, guide your audiences and clients through positive money conversations, and inspire lasting impact. Walk away ready to transform financial advice into stories that connect, engage, and empower both you and your clients for greater success.
Field of Study: Personal Development
Learn more about Colin
Colin Ryan
Featured everywhere from NPR and PBS to the Moth Radio Hour and Reader’s Digest, Colin Ryan is a comedic financial speaker, author, and an award-winning storyteller.
Colin was named one of the top 10 finance presenters in America, and to date has spoken to over 1 million students and adults.
Colin is the author of “A Comedic Guide to Money” and the founder of “Public Speaking for Leaders.” Colin served as a passionate advocate for economic equality on the Vermont Commission on Women, and co-founded a comedy charity series that raised over $150,000 for good causes.
Colin now lives in Durham, North Carolina with his wife Lindsey and their dog Remy.
Rafe Martin, CRO, CCRP
ComTech
3B: AI Safeguards: Best Practices for Financial Professionals
Artificial intelligence is revolutionizing accounting and finance, but it also introduces risks that professionals must address. From data security to regulatory compliance, this session will explore best practices for integrating AI safely and responsibly. Attendees will gain practical insights into mitigating risks, ensuring accuracy, and protecting client data while leveraging AI’s capabilities.
Field of Study: Information Technology
Learn more about Rafe
Rafe Martin, CRO, CCRP
ComTech
Rafe’s 30-year IT journey from software developer to Chief Risk Officer at ComTech showcases his commitment to smart, responsible technology. He focuses on safeguarding data while enhancing efficiencies, ensuring clients get maximum ROI. His journey reflects a blend of technical mastery and strategic vision, leading to growth and robust data protection.
Here’s a snapshot of Rafe’s commitment to staying at the forefront of tech and security:
- Holds a Certificate in Artificial Intelligence: Implications for Business Strategy from MIT’s prestigious executive program.
- Recently earned the Certified in Cybersecurity (CC) certification from ISC2.
- Holds the Certified Cyber Resilience Professional (CCRP) certification from DRI International.
- Serves as ComTech’s HIPAA Compliance Officer, ensuring the company adheres to the highest standards of data privacy and security.
Embracing his recent membership in the National Speakers Association, Rafe frequently speaks at professional organization conferences, such as those hosted by the NCACPA. He is keen to share his deep knowledge and insights into technology, cyber resilience, and the impact of AI, further expanding his network and influence in the professional speaking arena. You can join host Rafe Martin and expert guests for thought-provoking conversations, accessible explanations, and stories that reveal how technology shapes our decisions and opportunities on his podcast, Ripple FX. Subscribe here: https://www.youtube.com/@Ripple-FX
Away from the digital world, Rafe’s passions keep him grounded and bring a smile to those around him. Whether it’s creating harmony with his bluegrass band or experimenting with the culinary philosophy that anything wrapped in bacon and put on the smoker is bound to be a masterpiece, Rafe enjoys life’s varied flavors. But the richest moments come from the time spent with his wife of 34 years and their three children, where he finds his greatest joy and fulfillment.
Rafe has completed the World-Class Customer eXperience Trained (WCCXT) certification at ComTech. This certification, crafted and led by The DiJulius Group—consultants to renowned brands like Starbucks, Lexus, and Ritz-Carlton—equips our team with advanced customer service skills tailored for IT services. Through this training, Rafe is equipped to deliver client-centered, accessible IT support that simplifies complex technology, helping businesses make informed decisions with confidence.
John Higgins, CPA
Higgins Advisory
3C: Enhancing Productivity with Microsoft Apps & CoPilot
Discover the utility apps within Microsoft 365 that can take your productivity to the next level. This course explores OneNote for note-taking and organization, Stream for secure video production and sharing, and Forms for creating surveys. CPAs will learn how to leverage these tools to streamline processes, gather valuable insights, and improve communication both internally and with clients.
Program Content:
- Organizing notes and ideas with OneNote
- Producing, sharing and managing videos securely with Stream
- Creating surveys and forms for data collection
- Integrating utility apps with other Microsoft 365 tools
- Practical use cases in an accounting practice context
Field of Study: Computer Software & Applications
Learn more about John
John Higgins, CPA
Higgins Advisory
In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction.
This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.
Program Content:
- Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
- Benefits of cloud-based solutions for accounting firms
- Strategies for integrating Microsoft 365 into existing workflows
- Enhancing team collaboration and communication
- Ensuring data security and compliance within Microsoft 365
Reception
More information coming soon!
= Available to in-person attendees
= Available to virtual attendees
General Session
Ted Abernathy, CEcD
Econ Leadership
General Session 4: Navigating the Next Economic Storm, What to Expect in a Time of Generational Geopolitical and Domestic Change
This session will delve into the factors that make a place economically competitive, with a specific focus on North Carolina and its diverse regions. We will explore ten current trends impacting the economy and five emerging trends likely to influence the next 24 months, framed through a PESTLE analysis (Political, Economic, Social, Technological, Legal, and Environmental). The session will conclude with actionable insights on why these trends matter and what steps can be taken in response.
Field of Study: Economics
Learn more about Ted
Ted Abernathy, CEcD
Econ Leadership
Ted Abernathy serves as the Managing Partner of Economic Leadership, LLC. Economic Leadership, based in Shallotte, NC, is a small group of data, strategy, and best-practice policy experts that work with companies, foundations, and business organizations to analyze competitiveness, develop strategy, support leadership, tune communications, and reimagine the future. Over the past eleven years, the team has worked on about 200 projects in 29 states and internationally. Ted is the principal author of close to 125 reports on future trends, economic and workforce development, technology, and leadership, and he speaks on the economy to business groups almost every week. He currently serves as economic advisor to the Council of State Chambers and previously held a similar position to the Southern Governor’s Association.
In his 44-year career, Ted has led city, county, and regional economic development organizations and an economic policy think tank. Born in Dallas, North Carolina, Ted received his bachelor’s degree from the University of North Carolina, Chapel Hill, and his master’s from Johns Hopkins University, is a graduate of the Economic Development Institute and is an Eisenhower Fellow for global economics.
He and his wife live in a small town on the North Carolina coast and share their backyard with hundreds of sea birds and quite a few alligators.
General Session
Jennifer Elder, CSP, CPA
CIPSA
General Session 5: The Future-Ready Finance & Accounting Professional – Welcome to the Fast Future!
The business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through the years ahead. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency–how to accurately anticipate the future. Predicting the future based on The Anticipatory Organization™ Model created by Daniel Burrus and Burrus Research. This session does not just highlight the latest trends but brings in examples of the trends and how firms are leveraging these to find new service opportunities.
Learning Objectives:
- Understand the major forces of change in the business and firm environment (based on the latest research by Burrus Research) based on Hard Trends / Certainties around Technology and Demographics, and Regulations that are driving change in the accounting profession
- Develop insights and opportunities around the major technologies (A.I., Blockchain, Big Data) and their implications for participants, their firms, and clients and how to keep them in focus in the future
- Gain a positive view about the future and development of opportunities for the firms to consider at both an everyday level and game-changing level
- Understand the critical skills and competencies CPAs will need for a future in an age of automation and machines
Field of Study: Business Management & Organization
Learn more about Jennifer
Jennifer Elder, CSP, CPA
CIPSA
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.
General Session
General Session 6: Advocacy Updates for NC Business and Banking Leaders
Join us for an engaging session featuring a pair of political insiders as they explore how recent legislative and regulatory changes will shape the business environment in North Carolina and beyond. 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 and Investments
- Health Care
- …and more!
Field of Study: Specialized Knowledge
Robert Broome
NCACPA
Learn more about Robert
Robert Broome
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.
Nathan Batts
NC Bankers
Learn more about Nathan
Nathan Batts
NC Bankers
Nathan Batts is Senior Vice President and Counsel for the North Carolina Bankers Association. He joined the NCBA in January 2005. Nathan focuses on legislative issues and is a registered lobbyist in North Carolina. He oversees the NCBA’s government relations initiatives and lobbying at the General Assembly and works with the association’s President and CEO on issues before Congress. He also serves as a banking lawyer, providing regulatory and compliance assistance to member banks of the NCBA, and advises the association and its subsidiaries. He received his undergraduate degree from the University of North Carolina at Chapel Hill and his law degree, with a concentration in business transactions, from the University of Tennessee, Knoxville.
Michelle Tracz, CPA
Learn more about Michelle
Michelle Tracz, CPA
Michelle Tracz is a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE) with over 34 years’ experience encompassing public accounting, internal auditing and compliance, and financial management in manufacturing and nonprofit industries.
In 2024, after 12 years of owning her own accounting and consulting firm, Michelle sold her practice and retired from a full-time career. Now Michelle teaches workshops and offers consulting services for the Blue Ridge Community College Small Business Center. Michelle also serves the community in several volunteer roles including Treasurer for the United Way of Henderson County; Past President for the Board of Directors of the North Carolina CPA Foundation; and Member of the Nonprofit Resource Group of the North Carolina Association of Certified Public Accountants (NCACPA). Michelle is also an active member of the American Institute of Certified Public Accountants (AICPA), the Association of Certified Fraud Examiners (ACFE), and the North Carolina Association of Certified Public Accountants (NCACPA).
Michelle lives in the beautiful mountains of western North Carolina where she enjoys hiking and brewery hopping with friends. Additionally, she is often found traveling around the globe with her wife and longtime partner while they look forward to the upcoming wedding of their son and watching their family grow and thrive.
Concurrent Sessions
Jennifer Elder, CSP, CPA
AICPA
4A: Successfully Leading ALL Generations
With 5 generations in the workplace, from the Veteran generation to Gen Z, the generation gap is growing wider. And that is a good place to be! Every generation brings different strengths, values, viewpoints, and ideas. Your organization will be stronger and wiser if you learn how to embrace the differences and bring out the best of each generation. This session is designed to provide participants with an in-depth understanding of the events and circumstances that shaped each generation. In addition, we will address the challenges and opportunities presented by generational diversity in the workplace. The course will explore the unique perspectives, values, and work styles of different generations and how these differences can impact workplace dynamics and communication. You will come away with concrete ideas on how to harness the power and strengths of each generation and learn how we can all work better together!
Learning Objectives:
- Recall the historical, cultural, and economic factors that have shaped the values and work styles of different generations.
- Identify the strengths and weaknesses of each generation and how these can impact workplace dynamics.
- Apply effective strategies for managing intergenerational conflict and enhancing collaboration across generations.
- Expand your skills in cross-generational communication and understand the role that active listening and empathy play in building effective relationships with colleagues from different generations
Field of Study: Personal Development
Learn more about Jennifer
Jennifer Elder, CSP, CPA
AICPA
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.
Randy Lowman
Laketurn Automation
4B: Automation to Autonomy – Preparing for the AI Agent Era
AI agents are generating a lot of buzz—and just as much confusion. Cutting through the hype, this session offers a clear, practical look at what AI agents really are, how they differ from traditional automation, and where they’re already creating value. We’ll cover how to prepare your organization, explore real-world use cases, and highlight key risks to watch for. The session will conclude with a Q&A segment, offering time for interactive discussion and addressing your most pressing questions.
Field of Study: Business Management & Organization
Learn more about Randy
Randy Lowman
Laketurn Automation
Randy is the Founder of LakeTurn Automation, a Virginia-based professional services firm providing custom AI and Intelligent Automation Automation Solutions, with deep experience in Accounting Services and back-office Finance modernization. Before starting LTA, Randy began his career with Deloitte and spent 20+ years in leadership roles across various industries, including professional services, manufacturing, construction, distribution, and retail. Randy holds a BS in Accounting Information Systems from Virginia Polytechnic Institute and State University. He has earned a PMI certification as a Project Management Professional, is a Certified ScrumMaster, and is certified in Production and Inventory Management with APICS. Randy lives in Southside VA with his wife April. When not partnering with clients on Intelligent Automation projects, Randy enjoys spending time outdoors and is an avid backpacker, mountain biker, and fly fisherman.
John Higgins, CPA
Higgins Advisory
4C: AI Revolution: The Big Picture for Financial Professionals
Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role.
Program Content:
- Overview of AI and its evolution in business
- Deep dive into generative AI and its applications
- Impact of AI on accounting, tax and finance sectors
- Future trends and opportunities for CPAs
- Preparing for the AI-driven business environment
Field of Study: Computer Software & Applications
Learn more about John
John Higgins, CPA
Higgins Advisory
In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction.
This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.
Program Content:
- Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
- Benefits of cloud-based solutions for accounting firms
- Strategies for integrating Microsoft 365 into existing workflows
- Enhancing team collaboration and communication
- Ensuring data security and compliance within Microsoft 365
Concurrent Sessions
5A: Accounting vs Finance: Bridging Mindsets for a Future-Ready Workforce
In today’s dynamic business landscape, the roles of accounting and finance professionals are distinct but more interconnected than ever. The differences in mindsets, objectives, and methodologies often lead to misalignment but success requires that we find a way to bridge the gaps. This engaging session will dive into the core distinctions between accounting and finance, highlight where these perspectives clash and how leaders can turn these differences into opportunities for collaboration.
Learning objectives include:
- Understand the accounting mindset vs the finance mindset, and exploring the distinctions and points of contention
- Developing a hiring roadmap for identifying and onboarding the right people in a mixed workforce environment
- How to bridge the gap between accounting and finance to create a stronger collaborative team
- What role should AI and technology play amongst the accounting and finance teams
Field of Study: Business Management & Organization
Terrell Turner, CPA
Learn more about Terrell
Terrell Turner, CPA
Terrell A Turner, CPA is a 40 under 40 Black CPA, 40 under 40 Global Finance leader, and two-time Top 20 Global Finance Influencer. In 2020 he founded the TLTurner Group which gained recognition from the New York Times and NYC Times Square big screen features for the amazing bookkeeping and fractional CFO work that they provide for law firms. As the CEO and managing partner of the firm Terrell is responsible for business strategy, staffing model development, marketing & sales Outside of running an accounting firm Terrell is dedicated to helping more leaders make finance less complicated by serving as the chair of the Law Firm Finance Committee with the LP division of the American Bar Association. Terrell also hosts multiple podcasts, Law Firms+Finance, Stuff Your Accountant Isn’t Telling You, and is the new producer of the Law Practice Today Podcast that is provided to a 120,000-member roster. Terrell believes accounting and finance should not be the most complicated part of a business so he aims to make it simple so running a business can be something owners enjoy.
Chris Word, CPA
Learn more about Chris
Chris Word, CPA
More information coming soon!
Elizabeth McDowell, CPA, CIA
5B: Auditing AI: the Basics
This course provides a comprehensive introduction to AI technologies and best practices for internal auditors in managing AI-related risks and governance.
Field of Study: Auditing
Learn more about Elizabeth
Elizabeth McDowell, CPA, CIA
Elizabeth McDowell, CPA, CIA has nearly 20 years of audit experience and is the founder of Audit Forward, an innovative internal audit consulting and training firm. In addition to training and consulting, Elizabeth is an adjunct Professor of Accounting at Front Range Community College and serves as a Non-Executive Independent Director for an internal audit firm in the UK.
Elizabeth’s most recent industry experience was at Achieve, where she was Sr. Director, Audit Strategy; prior to that, she held internal audit leadership roles at Elevations Credit Union, Fidelity Investments, and Xcel Energy after first starting her career at Ernst & Young.
John Higgins, CPA
Higgins Advisory
5C: Ethical AI Practices: Ensuring Responsible Use
This course provides a comprehensive introduction to AI technologies and best practices for internal auditors in managing AI-related risks and governance.
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity.
Program Content:
- Understanding ethical implications of AI
- Data privacy and security considerations
- Compliance with regulations and professional standards
- Developing ethical AI policies and procedures
Field of Study: Behavioral Ethics
Learn more about John
John Higgins, CPA
Higgins Advisory
In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction.
This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.
Program Content:
- Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
- Benefits of cloud-based solutions for accounting firms
- Strategies for integrating Microsoft 365 into existing workflows
- Enhancing team collaboration and communication
- Ensuring data security and compliance within Microsoft 365
Concurrent Sessions
Nikki Bradley
6A: The Power of Trust at Work: How to Build Trust in a World Where Numbers Alone Aren’t Enough
In a world where trust is in decline, accountants, CPAs, and finance professionals can no longer rely solely on numbers to succeed. This session explores how building a personal brand based on authenticity and executive presence can help restore trust, elevate your professional reputation, and set you apart in an increasingly skeptical world.
By the end of this session, participants will:
- Understand the global decline in trust and how it impacts high-trust professions like accounting and finance.
- Recognize why developing a personal brand is essential for building trust with clients, colleagues, and leadership.
- Learn practical, actionable strategies to show up authentically and with executive presence, even as introverts.
- Walk away with tools to communicate a consistent professional identity that inspires confidence and credibility.
Field of Study: Communications and Marketing
Learn more about Nikki
Nikki Bradley
Nikki Bradley is a personal brand and executive presence strategist who helps entrepreneurs and executives discover their inner beacon and illuminate the world with their brilliance. She guides clients to clarify their brand, create captivating content, and confidently share their story to attract dream clients, make a greater impact, and position themselves for their next big leap.
Think of her as your brand whisperer and visibility strategist, here to help you:
- Uncover your authentic brand story and craft a message that resonates.
- Develop a content strategy that positions you as an authority.
- Overcome your fear of visibility and confidently share your expertise.
- Build a thriving business that aligns with your values and makes a difference.
With over 20 years of experience, Nikki has helped countless businesses and professionals increase sales, build killer brands, and achieve greater visibility and influence. She’s been recognized for her thought leadership by Accenture and the National Association of Women Business Owners.
When she’s not igniting brands, you’ll find Nikki serving her community or dancing like nobody’s watching.
Elizabeth McDowell, CPA, CIA
6B: Fraudster Unmasked: Spotting Fraud Red Flags
This course provides a comprehensive introduction to AI technologies and best practices for internal auditors in managing AI-related risks and governance.
Enhance your company’s fraud prevention program by exploring real-world case studies that reveal key fraud red flags, uncover common fraud schemes, and build skills to identify suspicious patterns.
Field of Study: Auditing
Learn more about Elizabeth
Elizabeth McDowell, CPA, CIA
Elizabeth McDowell, CPA, CIA has nearly 20 years of audit experience and is the founder of Audit Forward, an innovative internal audit consulting and training firm. In addition to training and consulting, Elizabeth is an adjunct Professor of Accounting at Front Range Community College and serves as a Non-Executive Independent Director for an internal audit firm in the UK.
Elizabeth’s most recent industry experience was at Achieve, where she was Sr. Director, Audit Strategy; prior to that, she held internal audit leadership roles at Elevations Credit Union, Fidelity Investments, and Xcel Energy after first starting her career at Ernst & Young.
John Higgins, CPA
Higgins Advisory
6C: Cryptocurrency: A Market Update
Cyptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 3 trillion as of 2024. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it.
Learning Objectives:
- Recognize the current state of the cryptocurrency marketplace and the technology that supports it
- Identify key developments in cryptocurrency and blockchain technology
Field of Study: Computer Software & Applications & Specialized Knowledge
Learn more about John
John Higgins, CPA
Higgins Advisory
In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction.
This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.
Program Content:
- Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
- Benefits of cloud-based solutions for accounting firms
- Strategies for integrating Microsoft 365 into existing workflows
- Enhancing team collaboration and communication
- Ensuring data security and compliance within Microsoft 365
= Available to in-person attendees
= Available to virtual attendees
General Session
General Session 7: U.S. Economic Outlook: Implications for North Carolina’s Economy and Financial Sector
This session will analyze the U.S. economic outlook and its impact on North Carolina’s economy and financial sector. Key topics include GDP growth, inflation, interest rates, labor market trends, and state and local economic data, along with North Carolina’s major industries and economic drivers. We will also examine the banking sector, focusing on monetary policy’s effects on lending, deposits, and financial stability. The session will conclude with insights on opportunities, risks, and strategies for businesses navigating today’s economic landscape.
Field of Study: Economics
Mark Vitner
Piedmont Crescent Capital
Learn more about Mark
Mark Vitner
Piedmont Crescent Capital
As the long-time managing director and senior economist for Wells Fargo, Mark Vitner, CBE offers unparalleled expertise in tracking the U.S. economy, housing, commercial real estate, and regional economies.
Mark has developed a strong national reputation providing business leaders and policymakers with the information they need to make informed decisions.
As the founder and chief economist at Piedmont Crescent Capital, Mark shares his breadth of expertise with clients from across the country. He is in high demand as a speaker and regularly meets with business leaders around the country.
Peter Gwaltney
NC Bankers Association
Learn more about Peter
Peter Gwaltney
NC Bankers Association
Peter Gwaltney has served as President & Chief Executive Officer of the North Carolina Bankers Association since January 2015. He is a former banker and previously served as President & CEO of the Louisiana Bankers Association, and Chairman, President & CEO of the Senior Housing Crime Prevention Foundation.
He serves on the Federal Delegate Board of the Independent Community Bankers of America, the Board of the North Carolina Small Business and Technology Development Center, the Dean’s Advisory Council at School of Business at Louisiana State University, and has served on the American Bankers Association Board of Directors, the Board of Trustees at Mary Baldwin University, and the Dean’s Advisory Council at the School of Business at Louisiana State University. He is a past chairman of the ABA Alliance of State Bankers Associations, the Graduate School of Banking at LSU, and the Louisiana Governor’s Prayer Breakfast.
Peter and his wife, Ginny, have six children and eleven grandchildren.
General Session
Jack Cathey, Ph.D., CPA
Turner School of Accountancy
General Session 8: Beyond Spreadsheets – Generative AI and the Evolution of the Accounting Profession
Most accountants have experienced several technological revolutions: first, microcomputers and spreadsheets, and then the Internet and mobile devices. We are now entering a third major technological revolution spawned by the availability of Generative AI tools like ChatGPT and Microsoft Copilot. In this session, we will cover an overview of these technologies, including their opportunities and risks, along with ways they can and may be useful for accounting professionals. We will also look ahead at the frontier examples of the new developments for these tools on the horizon and some of the implications they present to organizations.
By the end of the session, you should be able to answer the following questions:
- What do the terms generative AI and large language models refer to?
- What is prompt engineering, and how do you write effective prompts?
- What are the key risks present when you use generative AI?
- What are some common use cases for generative AI for an accounting professional?
- What is Microsoft Copilot, and how is it related to ChatGPT?
- What is going to happen next with generative AI?
Field of Study: Information Technology
Learn more about Jack
Jack Cathey, Ph.D., CPA
Turner School of Accountancy
Jack Cathey is a Certified Public Accountant in North Carolina whose professional experience includes working as a senior auditor with KPMG in Charlotte, N.C. He has published articles in a number of professional and academic journals.
General Session
John Register
General Session 9: Champions Mindset: Olympic Lessons for Business Success
What does it take to perform at the highest level, overcome obstacles, and stay focused on success? In this dynamic keynote, Paralympic silver medalist and Hall of Fame speaker John Register takes you inside the mindset of elite athletes and translates Olympic and Paralympic principles into actionable strategies for financial professionals.
Drawing from his Hurdle Model which focuses on “attacking challenges, maintaining momentum, and keeping your eyes on the finish line,” John will empower you to apply the same high-performance mindset that drives world-class athletes to your business and leadership approach.
Using the Olympic motto Faster, Higher, Stronger and the Paralympic motto Spirit in Motion, this session will equip you with the tools to:
- Attack challenges with confidence. Learn how top performers approach obstacles as opportunities for growth.
- Build momentum for lasting success
- Discover how small, strategic actions create compounding business results.
- Stay focused on the finish line Develop the discipline and vision to achieve long-term financial and leadership goals.
Whether you are navigating complex regulations, driving innovation, or leading high-stakes decisions, this session will leave you with a renewed mindset, ready to elevate your performance and seize every opportunity ahead.
Field of Study: Personal Development & Personnel/Human Resources
Learn more about John
John Register
John Register is a force of nature, and a recent Hall of Fame Speaker recognized by the National Speakers Association. He is renowned for his expertise in helping companies embrace change. John doesn’t just tell a story—he ignites a fire in the hearts of his audience. When you book John, you’re not just getting a keynote speaker; you’re bringing in a catalyst for change who will challenge your audience to think bigger, push harder, and transform their setbacks into powerful comebacks.
His “Amputate to Elevate” model, praised by leadership teams like Vail Resorts, Socure, Coca-Cola, and Deloitte, provides actionable insights tailored to each business’s unique needs. John’s engaging storytelling and ability to weave his journey into growth-focused agendas leave leaders with practical strategies they can implement immediately. He deeply connects to business needs, ensuring his message aligns with organizational goals. Attendees leave inspired and equipped to drive growth, calling his sessions the highlight of their event.
Speakers
experience
THE IN-PERSON EXPERIENCE
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accommodations
Grandover Resort & Spa Information
Nestled in Greensboro, NC, Grandover Resort & Spa offers a luxurious retreat with world-class amenities, including a championship golf course, full-service spa, and exquisite dining options.
Whether you’re unwinding after a day of learning or exploring the beautifully landscaped grounds, Grandover provides the perfect blend of comfort, convenience, and relaxation for your conference experience.
Be sure to book your room by May 6, 2025 to take advantage of the discounted room reservation rate!
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.