schedule
= Available to in-person attendees
= Available to virtual attendees
General Sessions
Sarah Glova, Ph.D.
Dr. Sarah Glova
General Session 1: Confidence in the Age of Al: How to Stay Relevant, Resilient, and Ready
In this dynamic, tech-forward keynote, Dr. Sarah Glova will guide attendees through a high-energy session that explores how to lead with confidence, think critically, and stay relevant in the age of Al.
Designed to strengthen both soft and technical skills, this talk will help attendees explore how innovation, adaptability, and strategic thinking can become their personal edge as Al and automation reshape the industry. Participants will leave with tangible insights and practical tools – offering value not only for their own professional growth, but also in support of the firm-wide skills that matter most in today’s evolving landscape.
Participants will leave this session with:
- A fresh perspective on Al and how to work with it – not for it
- Tangible strategies for innovative, people-first leadership
- Renewed confidence about their unique value in a tech-driven world
Field of Study: Personal Development
Learn more about Sarah
Sarah Glova, Ph.D.
Dr. Sarah Glova
Dr. Sarah Glova is a trusted keynote speaker who helps audiences navigate complex topics like Al and innovation with clarity and confidence. Known for her engaging, research-backed sessions, she brings concepts to life with relatable stories and actionable insights. She specializes in translating emerging trends into strategies that resonate with professionals at all levels – especially those balancing growth, leadership, and the fast pace of change. Her sessions empower attendees to lead with relevance, think critically, and apply their unique strengths in a tech-driven world.
Kim Snyder
KlariVis
General Session 2: From Ledger to Leadership: Harnessing Passion and Data to Power a Fintech Revolution
What happens when a CPA trades spreadsheets for strategy and turns insight into innovation? In this empowering session, Kim Snyder, Founder & CEO of KlariVis, shares her journey from public accounting to building one of the most impactful fintechs in the banking industry. With a leadership style grounded in clarity, collaboration, and courage, Kim reveals how she transformed a deep understanding of finance and love for community banking into a data-driven company that’s reshaping how banks operate.
You’ll gain powerful insights into:
- How to turn professional pivot points into purpose-driven leadership
- Building a culture that fuels innovation, resilience, and empowerment — especially for women in finance and tech
- Lessons in scaling a company while staying rooted in passion, values, and mission
Whether you’re early in your career or looking to lead in new ways, this session will leave you inspired to harness your own power and unlock the opportunities waiting in your path.
Field of Study: Business Management & Organization
Learn more about Kim
Kim Snyder
KlariVis
Kim Snyder is the Founder & CEO of KlariVis, a leading data analytics platform designed to empower financial institutions with actionable insights. A visionary leader with over 30 years of experience in financial services, Kim is passionate about helping banks harness the power of their data to drive profitability, growth, and operational efficiency.
Before founding KlariVis, Kim served as Chief Financial Officer for a community bank, where she experienced firsthand the challenges banks face in accessing timely and reliable data. Recognizing the need for a better, faster solution, she created KlariVis to empower banks with the data intelligence they need to make informed strategic decisions. Under her leadership, KlariVis has earned national recognition, including:
- American Banker Best Places to Work in Fintech (2023 & 2024)
- 2024 Inc. 5000 Fastest Growing Private Companies (#145 overall, #14 in software)
- 2024 Inc. 5000 Power Partner
The Company has earned endorsements as a preferred vendor from ICBA, Virginia Bankers Association, Pennsylvania Bankers Association and Indiana Bankers Association. Kim herself has been recognized as a 2024 Virginia Business ‘People to Meet’, highlighting her influence and impact in the banking and fintech industries.
A strong advocate for community banking, Kim is committed to equipping financial institutions with the tools and intelligence needed to drive long-term success. After graduating magna cum laude from James Madison University in 1991, Kim started her career with KPMG as a certified public accountant. She also graduated from ABA Stonier Graduate School of Banking in 2012.
General Session 3: Advocating for Your Career
Join us for an empowering panel discussion featuring four leaders in the field of banking and accounting. These trailblazers will share their insights and experiences on navigating career advancement, overcoming challenges, and advocating for oneself in the workplace. Their diverse perspectives will provide valuable strategies and inspiration for professionals at all stages of their careers.
Field of Study: Communications & Marketing
Panelists:
Katherine Bosken
Commissioner of Banks
Learn more about Katherine
Katherine Bosken
Commissioner of Banks
Katherine M.R. Bosken became North Carolina’s 13th Commissioner of Banks, August 31, 2021, upon confirmation by the House and Senate in the North Carolina General Assembly. She was reconfirmed to a new four-year term on March 23, 2023 with her term ending March 31, 2027. Commissioner Bosken was previously appointed Deputy Commissioner for Legal Affairs in 2016, after serving as Bank Supervision Attorney since 2013.
Bosken graduated from the Johns Hopkins University, Baltimore, Maryland with a B.A. in Computer Science and International Relations, and from Wake Forest University School of Law, with a J.D. She has been licensed to practice law in North Carolina since 2006 and is an inactive member of the Maryland bar. Bosken started her career in private practice, handling a wide range of litigation matters with a North Carolina law firm, and has litigated matters in federal and state courts in both North Carolina and Maryland. She has focused her practice on depository issues since 2010 and has been responsible for advising and counseling the Commissioner and staff on policy matters regarding depository and non-depository supervision. She was nominated to serve as Commissioner of Banks by Governor Roy Cooper on July 1, 2021 and renominated on January 27, 2023.
Elizabeth Bostian
First Bank
Learn more about Elizabeth
Elizabeth Bostian
First Bank
Elizabeth B. Bostian is an Executive Vice President of the Company and First Bank and has served as the Chief Financial Officer of the Company and First Bank since November 2021. Ms. Bostian has been with the Company and First Bank since 2012, serving as Senior Counsel from 2012 to 2017, and then as General Counsel from 2017 until her appointment as Chief Financial Officer. She previously practiced as a Creditor’s Rights attorney at a private law firm for several years prior to joining the Company and First Bank.
Kelly Phillips Erb, JD, LL.M
Taxgirl
Learn more about Kelly
Kelly Phillips Erb, JD, LL.M
Taxgirl
Managing shareholder at The Erb Law Firm, P.C., where I focus on tax law, including domestic and international estate and tax planning, tax compliance and controversy matters such as tax delinquencies, offers in compromise, and audits. I am licensed to practice in PA and in the U.S. Tax Court.
Lynn Johnson
NC Bankers Association
Learn more about Lynn
Lynn Johnson
NC Bankers Association
More information coming soon!
Sabrina Parris, CPA
Honeycomb State Tax Strategies
Learn more about Sabrina
Sabrina Parris, CPA
Honeycomb State Tax Strategies
Sabrina Parris is the owner of Honeycomb State Tax Strategies, a firm dedicated to assisting tax professionals and their clients navigate complex multistate tax issues. With a profound commitment to the accounting field, Sabrina is particularly passionate about enhancing the accounting pipeline and supporting women in maintaining their careers in public accounting. Her expertise and innovative approaches have made her a sought-after voice in the industry, leading to features on innovative podcasts such as Accounting High and Entrepreneur Exchange, and in notable publications such as Forbes and Bloomberg Tax. Sabrina’s contributions to the field are driven by her dedication to providing solutions and fostering a more inclusive and dynamic accounting profession.
Sabrina is an active member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Lunch & Networking
Concurrent Sessions
Becky Hoover, CFP, CPA, CDFA
Waverly Advisors
Concurrent Session 1A: How to Get Started in Investing
More information coming soon!
Field of Study: Finance
Learn more about Becky
Becky Hoover, CFP, CPA, CDFA
Waverly Advisors
Becky joined Waverly in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. She serves as Partner, Wealth Advisor and Director of Financial Planning. Becky was a “big four” tax consultant for over 25 years before transitioning to wealth management in 2019. She has advised individuals and businesses on complex tax and financial transactions domestically and internationally. As a wealth advisor she assists clients with financial planning, tax planning, executive compensation, and estate planning. She also advises clients on the financial impact of divorce including property settlements and spousal support.
Becky enjoys working with clients to help them feel confident about their finances and help them make decisions to achieve their goals. For her it is extremely gratifying to become a trusted advisor that her clients rely on for such an important aspect of their life.
In her spare time, Becky enjoys yoga, playing golf and her bass guitar, listening to live music, reading, learning, and spending time with family and friends.
Joy Fisher, CPA
CLA
Concurrent Session 1B: Ethics in the News
More information coming soon!
Field of Study: Behavorial Ethics
Learn more about Joy
Joy Fisher, CPA
CLA
I am an accounting and business professional with 20 years of experience working in accounting, industry, and consulting. In my current role as Principal and Client Relationship Leader, I focus on building and cultivating relationships, as well as supporting over 1,500 professionals across CLA’s Client Accounting and Advisory Services (CAAS) practice as we work together to create opportunities for our clients and communities.
Prior to my current role, I worked for over 10 years in the areas of internal audit, risk management and financial reporting, with a focus on serving the financial institutions industry. I have an extensive background working with internal audit, internal controls, COSO, Sarbanes-Oxley, enterprise risk management, corporate governance, financial reporting and the application of U.S. generally accepted accounting principles. In serving in these roles within financial institutions, my experience also includes working directly with banking regulations and FFIEC interagency guidance, bank regulatory authorities, and overseeing safety & soundness examinations.
I am a Certified Public Accountant in the state of North Carolina.
Concurrent Sessions
Dr. April Minatrea, Ph.D.
Concurrent Session 2A: Reclaim Your A-Game: Overcoming a Leadership Injury
Consider your leadership story. Perhaps you’ve had leaders who inspired and empowered you – believing in you more than you believed in yourself. Perhaps you have also been hurt by a leader – suffering a leadership injury with lasting effects. Drawing on more than a decade of clinical expertise working with combat veterans, this session adapts techniques used to heal invisible injuries from the battlefield to those from the business world and beyond. Discover how victims of leadership injury can overcome with a hero mindset, restoring confidence and trust that accelerates performance. Level up your own leadership by avoiding pitfalls that could make you the villain in someone else’s story- instead becoming the guide who brings out the hero in others.
Learning Objectives:
- Identify signs and symptoms of leadership injuries – including the three most common patterns you are likely to see affecting your team
- Learn the five-step process for healing leadership injuries – using pain of the past as fuel to become better and stronger than ever
- Discover keys shifts for becoming a restorative leader who heals & protects others from leadership injuries – building a lasting legacy of leadership
Field of Study: Personal Development
Learn more about Dr. Minatrea
Dr. April Minatrea, Ph.D.
Dr. April Minatrea is a clinical psychologist with 25 years of experience helping people change and grow. As CEO of a successful private practice and contractor for the Department of Defense, she specialized in working with combat veterans. She developed expertise in treating post-traumatic stress and adapted the process to address another type of invisible injury: leadership injury.
As a speaker, leadership consultant, and Director of Leadership Excellence for the Exponential Mindset Group, she equips leaders and organizations to shift limiting beliefs and address leadership injuries so they can build high-performing teams and create healthy corporate cultures.
Jennifer Adelhardt
Strategic Curiosity, LLC
Concurrent Session 2B: Unlocking the Super Powers of Your Neurodiverse Team
More information coming soon!
Field of Study: Specialized Knowledge
Learn more about Jennifer
Jennifer Adelhardt
Strategic Curiosity, LLC
Jen is a dynamic strategic program and product leader with extensive experience in the financial services industry. In the workplace, she drives innovation, fosters high-performing teams, and delivers customer-centric digital solutions through strong relationships. Jen has a Bachelor of Science in Information Technology and Psychology (dual degree) from Rensselaer Polytechnic Institute (RPI), located in Troy, NY, and her Master of Science in Information Systems from Stevens Institute of Technology, located in Hoboken, NJ.
She is currently pursuing her Doctorate of Business Administration at UNC Charlotte and has primary research interests that include entrepreneurship, neurodiversity, leadership and team psychological safety. She is looking to bridge academic knowledge and theory with industry practice. Jen moved from New Jersey to Charlotte with her husband and teen in 2018.”
Join us for an empowering panel discussion featuring four leaders in the field of banking and accounting. These trailblazers will share their insights and experiences on navigating career advancement, overcoming challenges, and advocating for oneself in the workplace. Their diverse perspectives will provide valuable strategies and inspiration for professionals at all stages of their careers.
General Session
Marcey Rader
Rader Co
General Session 4: Everyday Energy: Healthy Habits for Every Body
Are you tired of the endless pursuit of perfection and overwhelmed by health advice that focuses solely on appearance? Join us for a session that prioritizes practical, relatable health improvements tailored for real life.
In this session, you’ll discover simple and effective strategies for incorporating everyday movement, healthy eating habits, sleep tips, and energy resets into your routine, both at home and in the office.
Perfect for individuals who:
- Crave practical, relatable health improvements
- Struggle with where to start
- Feel intimidated by change and new routines
Empower yourself with actionable tips and tricks to feel better and enhance your well-being without the pressure of achieving a “bikini body” or following trendy diets. This session is designed to help you make meaningful changes that fit seamlessly into your daily life.
Field of Study: Personal Development
Learn more about Marcey
Marcey Rader
Rader Co
Marcey Rader is a productivity strategist, keynote speaker, and founder of RaderCo, where focus, boundaries, and well-being aren’t buzzwords — they’re the way to work. A Certified Speaking Professional® and TEDx speaker, Marcey helps Fortune 500s, start-ups, and high performers ditch burnout, reclaim their time, and actually enjoy their work. Her latest book, Reclaim Your Workday, delivers sustainable strategies for the modern workforce. Onstage, in coaching, or online, Marcey’s mix of humor and hard truth sparks real change—and habits that stick. Connect with her at marceyrader.com or helloraderco.com.
Speakers
experience
THE IN-PERSON EXPERIENCE
Grandover Resort & Spa
Come the night before & enjoy a Welcome Reception, all while taking advantage of the amenities offered at the Grandover Resort & Spa in Greensboro!
THE VIRTUAL EXPERIENCE
Location: Your Computer
With NCACPA’s no nonsense virtual platform, you’ll elevate your success smoothly from the comfort of your home, office, or working space! Pick the sessions you want. Leave the ones you don’t. It’s that easy!
MAXIMIZE YOUR TIME AT THE EVENT
WITH THE NCACPA CONFERENCES MOBILE APP
Easily view the Schedule, Speakers, Photo Gallery, Instant Alerts and more!
You can even create personalized lists to target what you want to see, hear & do.
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.
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.