Thursday, October 24
8 CPE Credit Hours
With sessions tailored for all levels of experience, you’ll find topics that speak to you. Whether you’re searching for more confidence, personal branding help, growing financially, or you’ve set out to develop your leadership and management skills, there’s a session for that (and more)! Our sessions are designed to be interactive, informative, and engaging, with plenty of opportunities for Q&A and discussion.
If you’re attending virtually, you’ll have the flexibility to choose the sessions that best fit your schedule and interests, and participate from the comfort of your own home or office.
DON’T MISS THE WELCOME RECEPTION!
WEDNESDAY, OCTOBER 23, 2024 5-7 PM
Come meet and greet speakers and other attendees and support our Community Spotlight, the Dottie Rose Foundation!
General Session 1 | 8:00-9:15 am
Monica Sheri Scott
Hawks Agency
Mastering the Art of the Restart
#Resilience #Reframing #Restarting
Be inspired to grow, improve, and press through where breakthrough is needed; as you enjoy the energy and fun created by Monica in this memorable keynote on this critical topic.
WHY IT MATTERS
Let’s get back to the basics of making progress beyond set-backs and problems! We are only as resilient as our perspective of failures. The way we frame our past will determine how we paint our future. We must keep getting back up, keep showing up for ourselves and others!
THE CYCLE OF PROGRESS
- Problem: Problems are our greatest opportunities for progress.
- Pause: Pausing to calm our breathe, so we can listen to understand core issues is crucial to progress.
- Perspective: Setting our sights on what matters most is the start of meaningful and lasting progress.
- Plan: Thoughtfully planning protects us from mindless racing and wasted efforts.
- Practice: Practice doesn’t make perfect, it makes progress. If we want to make progress, improvements must be systemized into a practice.
- Persistence: This is the place in the process of progress where most people quit, but decidedly resilient ones persist.
- Progress: The point when a plan or project is realized!
SHAPING SOLUTIONS
Resistance trains our strength; see struggles for what they are (strength training) and resilience will dramatically improve. Persistence leads to growth; every step of the process IS progress. Determine your next right step, and take it. Progress is on the other side of your Restart! Determine where you need to begin again.
Field of Study: Personal Development
Learn more about Monica
Monica Sheri Schott
Hawks Agency
Monica works with individuals and organizations to make progress and shape value-based cultures. She speaks, writes, and leads with a passionate commitment to see others find fulfillment and make progress.
Monica’s leadership and speaking portfolio spans two decades. She has layers of experience mentoring leaders, building teams, and inspiring individuals at every age and stage of life and business. As a result of her work people often say they feel understood, are equipped with a plan for progress, and are inspired to conquer what lies ahead of them.
Her keynote speaking style is fun and inspiring. Her heart and humor will have your audience smiling, laughing, and thoughtfully motivated to seize opportunities and take their next step of progress.
On a personal note Monica is a mother of two ‘tweens’, a Latina, and a “Xennial” (that micro-generation between Gen X and Millennials).
Break | 9:15-9:35 AM
Concurrent Sessions | 9:35-10:35 am
Paula McMillan, CPA
Stearns Financial
Nikki Bradley
Applying the Psychology of Money to Grow Financially
The financial world can be a complex maze, especially for women facing unique and often overlooked challenges. This session is more than just a discussion; it’s an empowering journey tailored to the distinct needs of women in wealth building and preservation. Engage in a deep dive into effective strategies, innovative solutions, and transformative insights for both your fiscal growth and personal well-being.
Concurrent Session 1A
Field of Study: Finance
Learn more about Paula
Paula McMillan
Stearns Financial
Paula is a recognized thought-leader in navigating retirement readiness and the unique financial challenges of women. Paula created two national AICPA podcast series – Retirement Planning and Women and Wealth. Paula is regularly published and quoted in national and local publications, including The Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, The Business Journal, The Tax Adviser, Journal of Accountancy, NCACPA Interim Report, How Stuff Works and more. A TEDx presenter on Retirement: Longevity and Security, Paula frequently delivers presentations to national, regional and local audiences on investing and financial life planning related topics. Specifically, Paula’s passion is helping people balance living a desired lifestyle today with accumulating wealth for tomorrow through maximizing their financial position. She helps people answer the questions “Do I have enough? What strategies can I employ to have more?”
Own Your Dopeness – Build your Bold Personal Brand
How do you get your name out there and attract your dream clients and opportunities? How do you stand out in a sea of sameness? Do you need a personal brand?
In this fun and interactive session, learn how to start becoming known in your niche for the thing that the people you were meant to serve will become obsessed with YOU over.
Learn:
- Know what a brand is and why you absolutely need a personal one.
- The secret to getting known in your space no matter how crowded it feels.
- The ONE thing that can keep you from growing your personal brand.
- The 3 things you can do this week to build your personal brand.
Concurrent Session 1B
Field of Study: Communications and Marketing
Learn more about Nikki
Nikki Bradley
More information coming soon!
Break | 10:35-10:45 AM
Concurrent Sessions | 10:45-11:50 am
Ashley Herd
Manager Method
Sharon Jones, Phd, CEO
The Dot Consulting and Founder, Dottie Rose Foundation
Session information coming soon!
Concurrent Session 2A
Field of Study: Personal Development
Learn more about Ashley
More information coming soon!
Unlocking Her Tech Brilliance
Participants will embark on their journey to cultivate confidence in technology and harness its power to excel in their personal and professional lives. Unlocking Her Tech Brilliance is designed to simplify the process of embracing technology by breaking it down into manageable steps and providing quick wins along the way. By adopting a growth mindset and setting short-term goals, participants will acquire the skills they need to succeed in the long run. Within the session we will discuss four essential buckets of knowledge to explore: Digital, Programming, Infrastructure, and Data. Through understanding each of the buckets, participants will be empowered to find their own brilliance that can take their career to the next step and be ready to inspire the next generation of women.
Concurrent Session 2B
Field of Study: Information Technology
Learn more about Sharon
Sharon Jones, Phd, CEO
The Dot Consulting and Founder, Dottie Rose Foundation
Dr. Sharon Jones, Ed.D is the founder and CEO of the dot Consulting and the Dottie Rose Foundation, where she creates, innovates and implements cutting edge technology focused on new age education. She has found her passion in education and has served as a computer science expert for the past 22 years, bridging the gap between our everyday actions and the application of technology. Dr. Jones is a highly sought after and national award winning Computer Science expert, is one of the 100 Women to KNOW in America, a co-Founder of Carolina Women in Tech and when not running the technology-world, Dr. Jones spends her time with her husband Ricky, and two sons, Ethan and Dylan.
Lunch Break | 11:50 AM-1:00 PM
Concurrent Sessions | 1:00 -2:05 pm
Kari Saylor, CPA
karisaylor.com
Sabrina Cook, CPA
Amy Horner, CPA
Dare to Dream Big: The Pathway to Personal Growth and Ultimate Fulfillment
Session information coming soon!
Concurrent Session 3A
Field of Study: Personal Development
Learn more about Kari
Kari Saylor
karisaylor.com
Living her Anthem of “Advocate for Potential,” Kari serves as a Leadership Advisor helping those around her become better leaders to improve their lives, both personally and professionally. Over the past nine years at Siegfried, she has served in several capacities…first as a client facing Professional Resource, second as a Professional Resource Director, and now in a firm-wide talent development role. In her current role, Kari develops leaders through designing and teaching compelling trainings and programs. Prior to joining Siegfried, she spent almost seven years in Assurance at BDO in the Grand Rapids, Charlotte and Melbourne, Australia offices, working on public, private and non-profit clients. Kari received her Master’s and Bachelor’s Accounting degrees from Grand Valley State University in Grand Rapids, MI, and is a CPA in the State of North Carolina. Kari resides in Charlotte with her husband, and one-year old son. She loves being a part of Charlotte based Shining Hope Farms, a therapeutic horseback riding nonprofit for children with disabilities, where she has served as the Chair of the Board of Directors since 2011. She is a John Maxwell Team Certified Coach, Speaker and Trainer, bringing fresh, yet tried and true leadership content to the Firm, and Professionals around North Carolina.
Creating Content: You Tube, Podcast, Tik Tok (Panel Discussion)
Session information coming soon!
Concurrent Session 3B
Field of Study: Communications and Marketing
Learn more about Sabrina
Sabrina Cook, CPA
More information coming soon!
Learn more about Amy
Amy Horner, CPA
More information coming soon!
Break | 2:05-2:15 PM
Concurrent Sessions | 2:15 – 3:20 pm
Sarah Stroup, MS, RD, LDN
Sante Nutrition LLC
Jina Etienne, CPA, CGMA, CDE
Etienne Consulting
Balance Sheets and Balanced Diets: Health Advice for High Achievers
Session information coming soon!
Concurrent Session 4A
Field of Study: Specialized Knowledge
Learn more about Sarah
Sara Stroup, MS, RD, LDN
Sante Nutrition LLC
Sarah is a seasoned Registered Dietitian, holding a Master’s in Nutrition from Appalachian State University. Sarah is the founder of Sante Nutrition, LLC, a telehealth practice focusing on gut health, eating disorders, and corporate wellness for high achievers. Alongside her own practice, she is a Clinical Dietitian at Allara Health, a telehealth practice comprised of dietitians and physicians specializing in hormonal imbalances in women, specifically PCOS, Endometriosis, infertility, among others. In both roles, her unwavering mission is to deliver tailored and practical guidance to her patients, ensuring they receive not only effective support but also the empowerment to make sustainable lifestyle changes aligned with their unique needs and circumstances.
Unlocking Fearless Inclusion
Session information coming soon!
Concurrent Session 4B
Field of Study: Personal Development
Learn more about Jina
Jina Etienne, CPA, CGMA, CDE
Etienne Consulting
More information coming soon!
Break | 3:20-3:40 PM
General Session 2 | 3:40-4:55 pm
Nicole Case
Rethinking Professionalism: Developing Your Authentic Leadership Voice
Session information coming soon!
Field of Study: Personal Development
Learn more about Nicole
Nicole Case
More information coming soon!
Book your seat!
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.