Early Bird: Members $850 | Non-Members $950
[In-Person]
Early Bird: Members $800 | Non-Members $900
[Virtual]
Discount ends November 3, 2024
DAY 1: Annual Symposium
Monday, November 18
8:00 am-4:55 pm
8 total CPE Credit Hours
= Available to in-person attendees
= Available to virtual attendees
Jody Padar, CPA
Radical CPA
General Session: Technology is the Competitor: Time to Get Radical
Tradition is giving way to cutting-edge advancements. As the profession says goodbye to the old, reliable methods of old-school firms, it’s waving hello to fresh ideas and new players reshaping the landscape. AI isn’t just shaking things up—it’s revolutionizing how services are delivered and how companies are using price to compete. In this session, we’ll dive into the economic forces behind these seismic shifts, unveiling the innovative pricing models established firms and newcomers use to stay ahead of the game. Let’s explore the sweeping changes engulfing accounting and tax, fueled by the power of new technology and a need to enhance the customer experience.
Key takeaways:
- Who really is an accounting firm’s competition today
- How are today’s customer needs affecting what we are selling
- How is money from the outside influencing the marketplace
- How can a firm move forward with all these changes
Field of Study: Business Management & Organization
Learn more about Jody
Today, Jody is one of the accounting profession’s foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which will be published in early 2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.
Art Werner, CPA
General Session: Federal Tax Update
After the elections, tax laws might change, and it’s crucial for CPAs to stay updated. In this 75-minute session, we’ll cover the potential changes in federal tax laws that could impact how you plan for the next year. You’ll get clear explanations on potential new rules and how they apply to real-world situations. We’ll look at what’s likely to change in deductions, credits, and tax brackets, and provide you with strategies to adapt to these changes. We will also cover any legislative updates and any court cases that change the way we interpret tax law.
This session is practical and straight to the point. You will leave with a solid understanding of the post-election tax updates and a set of tactics to help your clients save money and avoid surprises. We’ll go through examples that are common in your day-to-day work, so you can apply what you learn right away. Join us to make sure you’re prepared.
Field of Study: Taxes
Learn more about Art
Art Werner, CPA
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Keith Wood
General Session: NC State Tax Update
This session will review recent North Carolina tax developments, including significant court cases, decisions of the Office of Administrative Hearings, statutory and regulatory developments and changes in tax administration.
Field of Study: Taxes
Learn more about Keith
Speaker information coming soon!
Concurrent Sessions
Mike Cheng, CPA
1A: CECL
More information coming soon!
Field of Study: Accounting
Learn more about Mike
Mike Cheng, CPA
Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit.
As part of this role, he specializes in assisting clients with complex accounting and financial reporting issues.
Prior to joining the firm, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, he served as the Private Company Council (PCC) coordinator, where he was responsible for all PCC related matters.
In addition, Mike led projects to simplify the accounting for non-employee share-based payments, help shaped the future of the FASB technical agenda, and improved consolidations guidance (VIE guidance).
Most recently, he worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).
Prior to joining the FASB, Mike held various management positions with PricewaterhouseCoopers. He was an Audit Senior Manager, Private Company Services, in the firm’s Stamford, CT office.
From 2003-2011, he also held roles of increasing responsibility in PwC’s Core Assurance divisions in Buffalo and Rochester, NY.
Art Werner, CPA
1B: Business and Individual Tax Update
More information coming soon!
Field of Study: Taxes
Learn more about Art
Art Werner, CPA
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Carolyn Woodruff
1C: Late Life Divorce and the Tax Law
More information coming soon!
Field of Study: Business Law
Learn more about Carolyn
Carolyn J. Woodruff
More information coming soon!
Concurrent Sessions
Melisa Galasso, CPA
2A: A&A Update
More information coming soon!
Field of Study: Auditing
Learn more about Melisa
Melisa Galasso
Melisa Galasso is the founder of Galasso Learning Solutions LLC.
With over 15 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting.
She also supports essential professional development, public speaking, and business skills.
Melisa closely monitors regulatory bodies for changes in auditing and accounting guidance and serves as a subject matter expert in implementing the updated guidance.
Melisa earned the Association for Talent Development (ATD) Master Trainer™ designation.
Melisa was appointed in 2016 to the AICPA’s Technical Issues Committee (TIC), which is responsible for monitoring the activities of the various accounting and attestation standard-setting boards and submitting comments and recommendations during the due process phase.
Melisa is also currently serving on the Board of Directors for the VSCPA.
Previously, she served as President of the Board of NCACPA’s Charlotte Chapter, Chair of the A&A Committee for the NCACPA and held several leadership positions with the VSCPA.
David Peters, CPA
2B: Payroll Tax: Contractors vs W-2 Employees
More information coming soon!
Field of Study: Taxes
Learn more about David
David Peters, CPA
More information coming soon!
Rafe Martin
2C: CPA Cyber Compliance -What you Need to Know
More information coming soon!
Field of Study: Information Technology
Learn more about Rafe
Rafe Martin
Rafe has over twenty-five 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.
Recently, Rafe took on the role of HIPAA Compliance Officer for ComTech and led the company to achieve HIPAA verification as a Managed Services Provider. ComTech currently supports over 30 medical and dental practices.
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.
Concurrent Sessions
Melisa Galasso, CPA
3A: SAS 145
More information coming soon!
Field of Study: Accounting
Learn more about Melisa
Melisa Galasso, CPA
Melisa Galasso is the founder of Galasso Learning Solutions LLC.
With over 15 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting.
She also supports essential professional development, public speaking, and business skills.
Melisa closely monitors regulatory bodies for changes in auditing and accounting guidance and serves as a subject matter expert in implementing the updated guidance.
Melisa earned the Association for Talent Development (ATD) Master Trainer™ designation.
Melisa was appointed in 2016 to the AICPA’s Technical Issues Committee (TIC), which is responsible for monitoring the activities of the various accounting and attestation standard-setting boards and submitting comments and recommendations during the due process phase.
Melisa is also currently serving on the Board of Directors for the VSCPA.
Previously, she served as President of the Board of NCACPA’s Charlotte Chapter, Chair of the A&A Committee for the NCACPA and held several leadership positions with the VSCPA.
David Peters, CPA
3B: Understanding IRS Notices
More information coming soon!
Field of Study: Taxes
Learn more about David
David Peters, CPA
More information coming soon!
Steve Arrington
3C: More information coming soon!
More information coming soon!
Field of Study: Business Law
Learn more about Steve
Steve Arrington
Steven W. Arrington, J.D., is a solo practioner from Greensboro, North Carolina and the owner of The Arrington Firm, P.C. Steve’s areas of concentration are elder law, estate planning, guardianship and estate administration. Before becoming an attorney, Steve worked as a legal assistant for a number of years. He has worked in the field of law for almost twenty-five years, with the majority of those years devoted to the specialty of elder law. Steve has been invited to speak before various civic and professional groups on the topics of elder law, estate planning and guardianship.
Steve received his Bachelor of Arts in Religious Studies from Guilford College in 1995 and his Juris Doctorate from North Carolina Central University School of Law in 2005. In addition to serving on local boards, he is currently a member of The North Carolina State Bar, The North Carolina Bar Association, National Academy of Elder Law Attorneys (NAELA), The Greensboro Estate Planning Council and the Triad Retirement Living Association (TRLA).
Concurrent Sessions
Jim Earle
4A: Equity Incentives and Executive Compensation
More information coming soon!
Field of Study: Business Management & Organization
Learn more about Jim
Jim Earle
More information coming soon!
Speaker information coming soon!
4B: More information coming soon!
More information coming soon!
Field of Study: Business Law
Holly Sullenger
4C: The Art of Persuasion
Why traditional security measures like firewalls and antivirus software are no longer enough:
- An overview of the Zero Trust security model and its key drivers
- How Zero Trust can help you mitigate risk, detect and respond to threats, and maintain compliance with industry regulations
- Practical tips for implementing a Zero Trust framework in your organization.
Field of Study: Personal Development
Learn more about Holly
Holly Sullenger
More information coming soon!
DAY 2: Annual Symposium
Tuesday, November 19
8:00 am-4:55 pm
8 total CPE Credit Hours
= Available to in-person attendees
= Available to virtual attendees
Kassi Rushing, CPA
General Session: Human Leadership in an AI-World
Human Leadership in an AI World” session is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.
Session objectives will include the following competencies:
- Identify the six particularly human parts of every job – parts that AI will never replace
- Apply learnings to leverage Gen AI for decision making while retaining critical thinking and accountability
- Augment human skills with AI, rather than viewing AI as a replacement or threat
- Use learnings to foster a team/workplace culture that embraces the possibilities that AI advances
- Choose to lead confidently in an AI-integrated world
Field of Study: Business Management & Organization
Learn more about Kassi
Kassi Rushing, CPA
Kassi previously served as the director of people growth and engagement for HORNE LLP and as a corporate communicator at Southern Farm Bureau Life Insurance Company. She earned her Bachelor of Arts in communication with an emphasis in public relations from Mississippi State University and her Master of Science in corporate communication and public relations from Mississippi College. She holds her Certificate in Diversity & Inclusion from the Yale School of Management.
Kassi has worked with company’s like KPMG, Lowe’s, The Dollar Tree, and many more, in transforming their organizations for the future of work. Kassi is a working mom and owner of Kassi Rushing Consulting. She is the Vice President of Organizational Strategy & Employee Experience at Blue Hen, a consulting collaborative dedicated to organizational development and health. She is also a strategic partner, facilitator and designated Thought Leader at the Business Learning Institute, a division of the AICPA. You can follow her on Instagram at @momsmakegreatleaders.
General Session: Focus on the Profession: Advocacy & Professional Update
More information coming soon!
Field of Study: Specialized Knowledge
Robert Broome
Learn more about Robert
Robert Broome
NCACPA
More information coming soon!
Courtney Knoll, PhD, CPA
Learn more about Courtney
Courtney Knoll, PhD, CPA
Dr. Courtney H. Knoll is a Clinical Professor of Accounting at the Kenan-Flagler Business School, University of North Carolina at Chapel Hill and the Associate Dean of the Master of Accounting (MAC) Program. Through her leadership and professional involvement, Dr. Knoll plays a pivotal role in nurturing the next generation of accounting leaders, contributing significantly to the evolution of accounting education. During Dr. Knoll’s twenty plus years teaching MAC students at Kenan-Flager, she has taught nearly every course in the tax curriculum and currently teaches Federal Income Taxation, Tax Research, and International Taxation. A two-time recipient of the Weatherspoon Award for Excellence in MAC Teaching, Dr. Knoll’s enthusiastic teaching style has been recognized for its influence and effectiveness. Dr. Knoll’s work extends beyond the classroom. She has served as faculty advisory for the Undergraduate Accounting Club, the student Volunteer Income Tax Assistance (VITA) program, and numerous tax case competitions. In addition to these student-focused endeavors, she served as Executive Director of the UNC Tax Center, which aims to build bridges between academics, practitioners, and policymakers. During her time in this role, she expanded the center’s network and support through the formation of an impactful Alumni Leadership Council and spearheaded the development of new partnerships and events, including an annual conference with the Urban-Brooking’s Tax Policy Center, and the UNC Tax Summit, a joint event with the UNC School of Law. A CPA in both North Carolina and Georgia, Dr. Knoll recognizes the value of building strong connections between the MAC program and the accounting profession. She currently serves as chair of the North Carolina Association of CPAs’ board of directors. In addition, she is a long-time member of the American Institute of CPAs and the American Accounting Association, and currently serves as an AICPA Academic Champion and AICPA Council member. Prior to joining the faculty, Dr. Knoll earned her Ph.D. in Accounting from the Kenan-Flagler Business School. She worked for five years in Arthur Andersen, LLP’s Atlanta office after earning her Master of Science in Accounting and her Bachelor of Science in Commerce from the University of Virginia.
Matt Gentile, CPA
General Session: PTE
More information coming soon!
Field of Study: Taxes
Learn more about Matt
Matt Gentile, CPA
More information coming soon!
Concurrent Sessions
Mike Manspeaker
5A: QMS – Timeline & Actions 2024 – Beyond
More information coming soon!
Field of Study: Auditing
Learn more about Mike
Mike Manspeaker
Michael Manspeaker, CPA CGMA is an Assurance Services Partner with Smith Elliott Kearns & Company, LLC (Hagerstown, MD) serving clients primarily in the Mid-Atlantic area. He has over 40 years’ experience working with private companies and employee benefit plans. He is also active in the peer review process, performing peer reviews and working as CPA on Staff with Coastal Peer Review, who administers reviews for North Carolina and Maryland firms.
Mike is a member of the AICPA Accounting and Review Services Committee (ARSC) and serves on the Auditing Standards Board Attestation Standards Task Force and Audits of Less Complex Entities (LCE) Task Force. He is also a member of the IAASB LCE Reference Group. He is a past member and Zone 2 chair for the AICPA Technical Issues Committee, former Chair of the Maryland Association of CPAs and the MACPA Peer Review Committee and former member of the AICPA Auditing Standards Board.
Cal Christian, CPA
5B: Ethics 2024
More information coming soon!
Field of Study: Behavorial Ethics
Learn more about Cal
Cal Christian, CPA
More information coming soon!
Randy Johnston, CPA
5C: More information coming soon!
More information coming soon!
Field of Study: Information Technology
Learn more about Randy
Randy Johnston, CPA
More information coming soon!
Concurrent Sessions
Mike Manspeaker, CPA
6A: QMS – AICPA Tool Kit
More information coming soon!
Field of Study: Auditing
Learn more about Mike
Mike Manspeaker, CPA
Michael Manspeaker, CPA CGMA is an Assurance Services Partner with Smith Elliott Kearns & Company, LLC (Hagerstown, MD) serving clients primarily in the Mid-Atlantic area. He has over 40 years’ experience working with private companies and employee benefit plans. He is also active in the peer review process, performing peer reviews and working as CPA on Staff with Coastal Peer Review, who administers reviews for North Carolina and Maryland firms.
Mike is a member of the AICPA Accounting and Review Services Committee (ARSC) and serves on the Auditing Standards Board Attestation Standards Task Force and Audits of Less Complex Entities (LCE) Task Force. He is also a member of the IAASB LCE Reference Group. He is a past member and Zone 2 chair for the AICPA Technical Issues Committee, former Chair of the Maryland Association of CPAs and the MACPA Peer Review Committee and former member of the AICPA Auditing Standards Board.
Speaker information coming soon!
6B: Nexus
More information coming soon!
Field of Study: Taxes
Randy Johnston, CPA
6C: More information coming soon!
More information coming soon!
Field of Study: Information Technology
Learn more about Randy
Randy Johnston, CPA
More information coming soon!
Concurrent Sessions
Speaker information coming soon!
7A: Risk in Focus Report
More information coming soon!
Field of Study: Auditing
Gus Perez
SOLVO
7B: The Models of Offshoring and Outsourcing
More information coming soon!
Field of Study: Personnel/Human Resources
Learn more about Gus
Gus Perez
SOLVO
More information coming soon!
Randy Johnston, CPA
7C: More information coming soon!
More information coming soon!
Field of Study: Information Technology
Learn more about Randy
Randy Johnston, CPA
More information coming soon!
Concurrent Sessions
Speaker information coming soon!
8A: More information coming soon!
More information coming soon!
Field of Study: Information Technology
Abigail Peoples, CPA
8B: Asset Protection Planning for Elderly
More information coming soon!
Field of Study: Finance
Learn more about Abigail
Abigail Peoples, CPA
More information coming soon!
Eric Hobbs
Technology Associates
8C: WISP Requirements
More information coming soon!
Field of Study: Management Services
Learn more about Eric
Eric Hobbs
Technology Associates
More information coming soon!
DAY 3: Annual Symposium
Wednesday, November 20
8:00 am-4:50 pm
8 total CPE Credit Hours
= Available to in-person attendees
= Available to virtual attendees
Concurrent Sessions
Jennifer Louis, CPA
9A: More information coming soon!
More information coming soon!
Field of Study: Auditing
Learn more about Jennifer
Jennifer Louis, CPA
More information coming soon!
Paula McMillan, CPA
9B: Balancing Retirement Health Care Quality and Cost: Medicare and Long-Term Care
What do retirees need to do to obtain the coverage needed and protect against rising healthcare costs in retirement? Starting with an overview of Medicare and ending with a discussion of long-term care, learn how healthcare works in retirement, decode the expected costs post-Medicare and make informed decisions now for a worry-free, healthier tomorrow.
Field of Study: Finance
Learn more about Paula
Paula McMillan, CPA
More information coming soon!
Speaker information coming soon!
9C: More information coming soon!
More information coming soon!
Field of Study: Specialized Knowledge
Jennifer Louis, CPA
10A: More information coming soon!
More information coming soon!
Field of Study: Accounting
Learn more about Jennifer
Jennifer Louis, CPA
More information coming soon!
Paula McMillan, CPA
10B: Elevate Your Retirement: Social Security Strategies for Success
When contemplating retirement income over a longer life, most begin with Social Security – and some key questions. When should I start collecting benefits? How do I estimate and maximize them? Is Social Security sustainable? How can I coordinate my benefits with other retirement income sources to maximize overall income? Find out how Social Security rules and strategies can work for you!
Field of Study: Finance
Learn more about Paula
Paula McMillan, CPA
More information coming soon!
Don Tomoff, CPA
10C: AI Powered Excel – Creating Formulas
More information coming soon!
Field of Study: Information Technology
Learn more about Don
Don Tomoff, CPA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer. Since 2010, Don has focused his efforts with executives and companies on many digital process improvements, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
Concurrent Sessions
Speaker information coming soon!
11A: More information coming soon!
More information coming soon!
Field of Study: Auditing
Speaker information coming soon!
11B: More information coming soon!
More information coming soon!
Field of Study: Taxes
Don Tomoff, CPA
11C: AI Powered Excel – Pivot Tables & Reports
More information coming soon!
Field of Study: Information Technology
Learn more about Don
Don Tomoff, CPA
More information coming soon!
General Session: Firm Culture – Panel from Top Firms 2023 Accounting Today
More information coming soon!
Field of Study: Personnel/Human Resources
Panelists
Mark Soticheck, CPA, CGMA
Speaker information coming soon!
Speaker information coming soon!
Speaker information coming soon!
Michael Walden, PHd
General Session: Economic Update
More information coming soon!
Field of Study: Economics
Learn more about Michael
Michael Walden, PHd
“Michael Walden, Ph.D., is a William Neal Reynolds Distinguished Professor Emeritus at North Carolina State University and President of Walden Economic Consulting, LLC. During his 43 years on the faculty at NC State, Walden became recognized as an expert on the state economy and public policy. He is the author of thirteen books and over 330 articles and reports, and he has made 3200 personal appearances. Walden is also a frequent contributor to the national and state media and has appeared on all the major national news outlets. He continues to write a biweekly newspaper column distributed throughout North Carolina.
Walden has served on several public committees and commissions, including the “Future of Wake County” and the “NC FIRST Transportation Commission.” He has won numerous awards, including two Champion-Tuck Awards for Excellence in Broadcasting, the UNC Board of Governors Award for Excellence in Public Service, the Holladay Medal for Excellence from North Carolina State University, and the Order of the Long Leaf Pine. His latest book is Re-Launch: How the Family Can Be Renewed and the American Dream Revived in the New Independent Lifestyle of the Post-Pandemic Economy. Walden is a member of the North Carolina Economic Development Association, and he resides in Raleigh with his wife, Mary.”
David Cieslak, CPA
General Session: Tech Update
More information coming soon!
Field of Study: Information Technology
Learn more about David
David Cieslak, CPA
“David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes.
He is a frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA) and other state accounting societies as his alter ego “Inspector Gadget.” He is a Sage Intacct Certified Consultant and holds the GIAC Security Essentials Certification (GSEC). He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation.”
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