2018 NABA Convention Sourcebook

2018 NABA NATIONALCONVENTION + EXPOJUNE 13-17, 2018ORLANDO, FL EMPOWER THE CHANGE WITHIN SOURCEBOOK #NABAConvention

Highlighted Events Table of Contents& Happenings Agenda 2-3Thursday, June 14 General Information 4 Floor Plans 5Keynote Address/ Welcome from the Chairman 6Opening General Session Welcome from the Convention Chair 73:00pm–5:00pm Welcome from the Southern Region 8Corporate Hospitality Suites Welcome from the Orange County Mayor 95:00pm–7:00pm Welcome from the Orlando City Mayor 10Opening Reception: Party En Blanc 2018 Corporate Partners 12–13at Universal CityWalk™ Red Carpet Experience 148:00pm–11:00pm National Board of Directors 15 Lifetime Members 16Friday, June 15 NABA History 17 2018 National Awards 18-21Women of NABA Network Programs: Chapter President of the Year Awards 21Management and Executive Tracks Regional Awards 229:00am–10:45am Leadership Development Institutes & Bios 24-25Celebration of Scholars Luncheon Keynote Address/Opening General Session 2611:00am–1:00pm Career Expo 28Career Expo Career Expo Floor Plan 291:30pm–6:30pm National Scholarship Luncheon 30 National Scholarship Award Recipients 31-38Saturday, June 16 NABA Awards Experience & Soirée 40-41 C-Suite Coffee with Covey 42-43The Awards Experience & Soirée Women of NABA Network Programs 44-456:30pm–11:00pm CPA Examination Review 46 Acknowledgments 47 NEW for 2018 CPE Technical Sessions 48-60 Student Program 61-63LinkedIn Consultation Bar Speaker Bios 64-72Thursday—SaturdayCheck mobile app for times.

agenda Wednesday, June 13, 2018 time event 7:30am–5:00pm Registration/Volunteer Check-in 8:30am–5:00pm CPA Examination Review 8:30am–5:00pm Leadership Development Institute (Executive Track) Day-1 8:30am–5:00pm Leadership Development Institute (Advancing Leaders Track) Day-1 9:00am–12:00pm Chapter Leaders Training (Invite Only) 12:00pm–1:15pm Leadership Development Institute & Leadership Luncheon (LDI Participants) 4:00pm–6:00pm Town Hall and Meeting of the Board of Directors (Open to Public) 6:00pm–7:00pm Leadership Development Institutes Reception (LDI Participants Only) Thursday, June 14, 2018 time event 7:30am–7:00pm Registration/Volunteer Check-in 8:00am–12:00pm Professional Headshots 8:00am–5:30pm Cyber Café 8:00am–8:50am CPE Technical Sessions 8:30am–11:50am Leadership Development Institute (Advancing Leaders Track) Day-1 8:30am–11:50am Leadership Development Institute (Executive Track) Day-2 8:30am–3:00pm Career Accelerator: Resume & Interview Feedback (Registration Required in Advance) 9:00am–9:50am CPE Technical Sessions 9:15am–2:45pm CPA Examination Review 10:00am–11:45am C-Suite Coffee with Covey (Executive Invite Only) 10:15am–11:55am CPE Technical Sessions 11:00am–2:45pm NABA Student Kick-off, Welcome, and Networking Luncheon 12:00pm–1:15pm Leadership Development Institute Luncheon 12:45pm–1:35pm CPE Technical Sessions 1:00pm–3:00pm Professional Headshots 1:50pm–2:40pm CPE Technical Sessions 3:00pm–5:00pm Opening General Session and Keynote Address 5:00pm–7:00pm Corporate Hospitality Suites 8:00pm–11:00pm Opening Reception: Party En Blanc at Universal CityWalk™ at Universal Orlando Resort™ By Invitation Only NABA Student Only Event Additional Registration Costs2

Friday, June 15, 2018 time event 7:30am–1:00pm Registration/Volunteer Check-in 8:00am–5:30pm Professional Headshots 8:00am–5:30pm Cyber Café 8:00am–8:50am Student Program Sessions 8:00am–8:50am CPE Technical Sessions 8:30am–10:45am CPA Examination Review 8:30am–5:00pm Career Accelerator: Resume & Interview Feedback (Registration Required in Advance) 9:00am–9:50am CPE Technical Sessions 9:00am–10:45am Women of NABA Network Sessions 9:15am–10:45am Student Program Sessions 10:00am–10:50am CPE Technical Sessions 11:00am–1:00pm Celebration of Scholars Luncheon 1:15pm–1:30pm Expo Hall Ribbon Cutting 1:30pm–6:30pm Career EXPO 7:00pm–9:00pm Corporate Hospitality Suites (Invite Only)Saturday, June 16, 2018 time event 7:30am–12:00pm Registration/Volunteer Check-in 8:00am–1:00pm Cyber Café 8:30am–1:00pm CPA Examination Review 9:00am–10:40am CPE Technical Sessions 9:00am–10:45am Student Program Sessions 11:00am–12:00pm Student Program Sessions 11:00am–12:40pm CPE Technical Sessions 11:00am–1:00pm Women of NABA Luncheon (Invite Only) 1:00pm–3:00pm Men of NABA Event (Invite Only) 5:00pm–6:00pm VIP Reception and Lifetime Member Pinning Ceremony (Invite Only) 5:30pm–6:30pm Red Carpet Event 6:30pm–11:00pm The Awards Experience & Soirée: Black Tie & BeyondSunday, June 17, 2018 time event 10:00am–2:00pm NABA Day of Service (Limited Space Available) 3

GENERAL INFORMATION photo Registration Information cpe credits Full convention registrations include admission to general Convention NABA, Inc. is registered with the National Association of State activities, CPE technical sessions, program meal functions, and other Boards of Accountancy (NASBA) as a sponsor of Continuing scheduled acclivities for a single fee. The Leadership Development Professional Education (CPE) on the National Registry of CPE Institute (LDI) tracks and other designated events carry additional Sponsors. State boards of accountancy have final authority charges. Payment for an add-on event is due upon registration. NABA on the acceptance of individual courses for CPE credit. accepts payment by money order or credit card. No personal checks Questions regarding registered sponsors may be addressed will be accepted. to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, or call (615) 880- HOTEL services & amenities 4200. Visit www.nasba.org for more information. The Orlando World Center Marriott offers a full service spa, golf, name badges & information fitness center, and pool. There are three restaurants on the assistance property and Starbucks.® Attendees will receive name badges that will control and NABA has arranged for its attendees to have access to the monitor access to sessions and all special events. Wear your following amenities: name badge at all times as it is required for admission into all • Enhanced in-room wireless internet for up to 6 devices Convention activities. Badges and tickets are required for all • Unlimited local and domestic long distance calls events. For safety reasons, please remove your name badge • Bottled Water (two 10oz bottles) replenished once daily whenever leaving the Orlando World Center Marriott property, with housekeeping service but bring it with you to Show Your Badge & Save! A reminder • Daily scheduled shuttle service to Disney Parks for up to that you must be 21 years of age or older to be served alcohol 4 guests beverages. Bring Your Photo ID! Identification will be • Daily credit of up to $10 per room towards dry cleaning required to establish proof of age at certain events. (credit is not cumulative through stay) • Daily bucket of practice balls at the driving range information assistance SPECIAL ORLANDO OFFERINGS A NABA information booth will be in the registration area and the EXPO hall. Staff and host committee members can Show your convention badge to a participating “Show Your Badge” answer questions about Convention activities. The hotel restaurant during the dates of Convention to take advantage of concierge staff can assist you with information about area great dining offers! Learn more at nabainc.orlandomeetinginfo.com. attractions and restaurants. Additionally, our Mobile App puts the agenda at your fingertips. We encourage you to MEALS download the Mobile App to manage your schedule and to receive late-breaking Convention updates. Meals will be provided for many official NABA functions including the Celebration of Scholars Luncheon, and the Awards Soirée. EVENT TICKETS* Other ticketed, invitation only and corporate-sponsored events may have meals. Attendees are responsible for all other meals. The costs for additional tickets and/or participation are as follows: • Opening Reception $195 • Awards Soirée $245 • CPE Sessions Only (Full Week) $970/$1,025 • Conference Daily Experience (One Day) $575–$700 *Tickets may be purchased on-site.4

floor plans Convention Floor North Tower 5

NABA, INC. 7474 Greenway Center Drive Suite 1120 NATIONAL ASSOCIATION OF Greenbelt, MD 20770 BLACK ACCOUNTANTS, INC. www.NABAINC.org Welcome to the 2018 National Association of Black Accountants Convention! We’re so glad you’re here with us in Orlando for what promises to be our best and most memorable convention yet. We’ve packed all five days with inspirational speeches, unique opportunities for networking, thought-provoking panels, and exciting events. You will meet amazing people from all over the country who will address your professional needs and enhance your leadership abilities as you help shape the future of the accounting and finance professions. Thousands of us have converged in Orlando. While our backgrounds and experiences differ, we are all here for the same reasons: to represent the interests of current and rising black accounting professionals, to promote public confidence in our members and the services they provide, and to ensure long-term financial stability and provide adequate resources for our local and national programs. This convention will help you empower the change within. It’s about taking risks, leveraging resources, and seizing control. It’s about achieving your next career milestone. It’s about coming together, learning, making new friends, and meeting new allies. It’s about your personal and professional revolution—your iVolut!on! We’ve designed the conference to have something for everyone — whether you are just starting to explore your career or are already a seasoned expert. So dive into the sessions, soak up the speeches and events, roll up your sleeves at a workshop, and don’t forget to save a little energy for the special events planned in the evenings. Get ready to inspire and be inspired. Your iVolut!on starts here. Good luck on your journey. Onward, Steven L. Harris, CPA, CGMA NABA Chairman of the Board6

NABA, INC. 7474 Greenway Center Drive Suite 1120NATIONAL ASSOCIATION OF Greenbelt, MD 20770BLACK ACCOUNTANTS, INC. www.NABAINC.orgOn behalf of the Convention Committee I would like topersonally welcome you to the 2018 National Associationof Black Accountants National Convention and Expo!We are excited about the 2018 convention and hope you are as well after seeingthe line-up of speakers, sessions, and workshops. This year’s theme “iVolution!Empower the Change Within” builds upon our 2017 theme of “Dare to Lead” witha focus on investing in YOURSELF, seizing control of YOUR career, aligning YOURcareer goals with personal values, and strengthening YOUR network. We want youto leave Orlando more empowered, self-confident, and determined to achieve yournext career milestone.We will kick off Thursday’s Opening General Session with a keynote speech from renowned author andbusinessman Stephen M.R. Covey, founder of Franklin Covey’s Global Speed of Trust Service which isdedicated to helping businesses solve complex organizational problems through changes in humanbehavior.We also have many essential session topics, including: • Reinvent Yourself – Create the Life You Want This session will help you identify your unique strengths, discover opportunities for growth, and build a new brand. • Enhancing Your Personal Brand During this workshop you will learn how to present yourself, highlight your talent, and showcase the knowledge, skills, and ability to adapt to various situations. • Leadership Mindfulness A panel discussion to address how mental effectiveness and emotional agility strategies manifest themselves in your personal and professional life.Your commitment and belief in the mission of NABA keeps the vision alive and reinforces the relevanceof the organization. Your passion and professionalism help sustain our broad programs at the local andnational levels, which ultimately benefits the professional as a whole.Thank you to our national headquarters team, National Board of Directors, Orlando Chapter leadership,corporate partners, and our members for all that you do in support of NABA and this convention.We hope you have a great convention and a great experience in the magical city of Orlando.Earl G. Fagan, Jr., CPA, CFFNABA Board Vice Chair and Convention Committee Chair 7

NABA, INC. 7474 Greenway Center Drive Suite 1120 NATIONAL ASSOCIATION OF Greenbelt, MD 20770 BLACK ACCOUNTANTS, INC. www.NABAINC.org Greetings NABA Family and Friends, It is with great pleasure that we welcome you to Orlando “The City Beautiful” for the 2018 NABA National Convention & Expo! The Greater Orlando Chapter is honored to host the convention once again and we look forward to an enjoyable and memorable week ahead. While Orlando is one of the most popular tourist destinations in the world, it is also an ideal place for you to come and stay a while. Orlando’s future job growth is the 2nd highest in the U.S., according to Forbes. It ranks among the “Best Places to Live” as well as “Best Places to Retire” by U.S. News & World Report. Orlando also enjoys a cost of living that is slightly lower than the national median. There is so much to see and do in Orlando and we encourage you to take advantage of the offerings and make the best of your time here. • Outstanding Attractions: Universal Studios, Universal’s Islands of Adventure, and the newly opened Universal water park Volcano Bay; Disney World’s four theme parks and two water parks; SeaWorld, and Aquatica waterpark; and Legoland are a short hour drive away • Plentiful Shopping: including luxury and budget friendly options at Orlando Premium Outlets (Vineland and International Drive), Mall at Millennia, The Florida Mall, and several other shopping locations throughout the city • Food and Entertainment: including Universal City Walk, Disney Springs, The Pointe Orlando and Wall Street Plaza. In these areas of the city you will find a wide array of dining, shows, nightlife and entertainment sure to fit in with any experience you are looking to have. This year’s convention is focused on taking control as the CEO of your life. “iVolution! Empower The Change Within” is the theme, and there is dynamic programming planned to empower you to do just that. Immerse yourself in the convention content, engage with corporate partners, network and leverage convention resources, and celebrate the achievements of those in the NABA community. We would like to thank our corporate partners for their generosity, time, and resources. Their commitment to NABA supports us with addressing the professional needs of our members, and bridging the opportunity gap for black professionals in the accounting and finance profession. Best Regards, Raquhel Taylor Kathy Downs Camille Dixon 2018 Local Convention 2018 Local Convention Orlando Chapter President Co-Chair Co-Chair8

Orange County Mayor Teresa Jacobs P.O. Box 1393 201 South Rosalind Ave, 5th Floor Orlando, FL 32802-1393 Phone: 407-836-7370 Fax: 407-836-7360 [email protected] 2018Greetings!As Mayor of Orange County, it is my sincere pleasure to welcome the NationalAssociation of Black Accountants, Inc. for the 2018 NABA National Convention & Expo.We are honored you chose Orlando and the beautiful Orlando World Marriott Center tohost your event.We are extremely fortunate to have organizations such as NABA here in Central Floridaand throughout the nation. Thank you for your commitment to bridging the opportunitygap for black professionals in the accounting, finance and related fields and providingprofessional development opportunities aimed at growing and advancing careers. Thisannual convention and expo brings together more than 2,000 members from multipleprofessions to make meaningful career connections, share ideas and best practices, andlearn about cutting-edge - topics impacting accounting and finance professionals acrossthe country. The experiences and relationships gained during this event will beinvaluable.As you enjoy your time in Central Florida, I urge you to see everything our region has tooffer. You will quickly discover why we remain the number one vacation destination inthe nation with more than 68 million visitors in 2016. With our beautiful “Florida sunshine”providing the backdrop, you can discover our exciting theme parks, great cities andtowns, excellent shopping opportunities, and relaxing parks and recreational amenitieswhile experiencing superior hospitality and welcoming residents. These reasons, amongmany more, make Orange County a great place to live, work and raise a family.I wish the best for the 2018 NABA National Convention & Expo and continued successfor the organization!Sincerely,Teresa Jacobs 9

May 5, 2018 Welcome! On behalf of the City of Orlando, it is my pleasure to welcome the 2018 National Convention and Expo organized by the National Association of Black Accountants at the May 5M, 2a0yOM15r8al,ay2n05d1,o82W01o8rld Center Marriott. 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Since ISitnocoISekiinnIovctfioetfeiocIkeytoooionuffk2itcoo0ef0efi3inxc,pe2rleo0insr0eh32a,0Dpr0oei3nws,ghnraOetposrihwlnaagnpdOOinorrglliaanOnntroddloaoanidmndutoooridinnaegtrmonyoo,admumererovtndirs,oeimtpr.noe,OltimrtuaorenptDorcooliittwpyaonnhltiatocsaiwtnbynecheiiastnyscahubarerseenbnetaleyn a gshreaaret dcgshirpteayrarse,igsoettrxhraredpceaitbiteareptyoeytrr-ir,dficeooonrinfptrer-aycirbato,niiyrnoourdtgrrefrconirbtaeoeryoanmvcornftiuonutimdrlartealruuoienezCrnundevaeirtidtltnriyer.aaetenrvWlvitaeztiCstieelnr-aedFaeulnhiln.ezotCaWdersrvea,di-endeelt.tahnFmWhrletacoaeaoelrnvdrFimteedhelaowaammiinrnvciuAamecdodnrmammeeeitnwcdmayiotin.dabmurcIyelenercmCeniihnptedauaycrnii.nlrosblteseIigleteadcnryrnheig,.pbcsaeaIrlesleodclweihgtpnonhoraruegrjrloulorsledgssurdnrt-egiecgnoashlseaiusjdfdtsuerheissnwornetpeuj,taesudsrsiresdfhrtfteveooweasrniilmtm,tdfoesysepiawhnetnmgooag,tirnrsesiastmnehtr.yottoaaserogiatmcfirneytsaneeh.gtaraieernrsee. a eI ixnpveitreieIeixynnpocvwSaeIuiinontrixienitlgcdpelovcyensaaeieoetrcnrceixruieuynvspynlttegultoaocupaaudirnregseicatuxgrucolDpamoaaldloteorucefwxntruordspeeanl-rltraClotDusoonaartoruerwodmawtrn-lsDnpeOnea-oniaOtrrnfwonttlograeswdlnrn-aW-attndnoeaonodounOiwdnorrtC-relmnedrlidraetnOetuynSgatntrrdeiLiaoiltnnoriadontrmngaedinufdieynusonmoon.arrmiTuti.dngshrerDusegeenavrnoynsinitenwsoeacrirgutineeams.ryntsttoiooaOvhownduiirunssocerinsrsteurav.DtningistosoOhhcaiatwcerurl.toosthrntsoumOhe,Dtgorhueeodhowonr.weumttDnvhgeneoeheritsltwoottadcwohpnieunemtnvarmoredienwesleenoennncvtpwtuteliomysrlaMofrenceptunadhnmrjtrtosrleeoepyrenfnoLttrehltoaysrfgevuteehenreuees state -sotfa-taesrtt-aoctfeo-ma-ormtf-cuaornmtitcmyovmuenmnituuyenvsie,tynthuveesnn,uetewhse,AtnmheewwnaAeymwCweAnamtyewCr,aeaynwCteeorn,rtlade-wrc,loaarswlsdo-pcreladrfs-oscrlpamessirnfpogeramrrfotisnrmgceainnrttgsearcretns tceernter and anaynduOapanrgnldrayanadudnepoydg'sruCapwadgmaerrdapmdiCneaagdmnWdCpaosinmurglnpdnWinSytgoawrWdlediauoStmrhtlade.drDSituaoalmwsdon.iutDmmooaw.wkDnenositswooawnulstrnooriweshgnaoilomsisnoeaphltseooormafheenocettmowfoearMtnoeaenajwjoonryMeLwbeaiajkMoginruagLeje,obargoLuaeetaignuge, wSoilclcseerwSrovsitleclackwSsadeaoesiiryulrclcavscmsokteeearirnfanrdovsgseiture,rcamfsooaditsusroihfunrncoimeOnoerrgrrsoffnltooaueornrrndosoOetouuohrfrrlCnoiakrOirenietnrydogflgooauiLo.rniCBondorineetofuaysogr.cCriLorThiigetonheyegnesnfiLssoaeie.onrrrTenamgfhstoeleioe.nrossTdengesherestearmnhtnstoeiaoeoarndcanrmoettossmirono,tndoeneea-ns.chrtotntoeosmur,atcrereaotn.dismnt,remieevrn.etatnfeirtnrotammaneidnOnmstrpleaaonnrtddtsaosnvp. deonrstupseovsretsnuvesnues Again, welcome to Orlando and best wishes for a successful conference. OrlandOor'lsaOnwrdaloarn'msdwaona'sdrmwsauarnnmndyaswnudnenasutyhnwenreyaawtlsheoearmthaaleskroeasmlsoaoukrmersaekogeuiosrnorepugerirorfenegcpitoefnrofpreecertnffjeoocyrtebfonikrjoineyngb,joibkyoinbagtiki,nibngog,a, tbionagt,ing, kayakiknagy,akfkiasiynhagink,gifniasghn, idfnisghhiaiknningdgah.nBikdeinhagcik.hiBneesga.acBrheeealsecshaseretshlaaernsesoltenhseas-nthhooanuner o-dhnroievu-ehr fodruroirmvderOfirvroelamnfrdOoomr.laOnrdloan. do. Again,AwgaeiAlncgo, awminee,lctwooemOlcerolatmonedOotrolaaOnndrdloabneadsntodwabniesdhstebswefsiosthrweaissshfuoecrscaefosssrufacuclseucsocscnfeufesl srcefounnlcfceeo.rnefnecree.nce. Sincerely, Buddy Dyer Mayor SincerSeilnyc,Seirneclye,rely, BuddyBDudyBdeyrudDdyeDr yer MayorMayMorayor10



THANK YOU TO OUR 2018 FOUNDERS PACESETTER DIAMOND TITANIUM PLATINUM12

CORPORATE PARTNERS GOLD SILVER ®BRONZECOPPER CONSUMER SHOWCASE CORPORATE CONTRIBUTORS 13

NABA IS PROUD TO RECOGNIZE OUR 2018 HONOREES: NABA Founders 2018 Scholarship RecipientsLifetime Members Current Board Members2018 Award RecipientsCongratulations to all the award recipients

Red Car et 2018 NABA NATIONAL BOARD OF DIRECTORS Chairman of the Board Vice Chairman of the Board Treasurer Secretarysteven l. harris EARL G. FAGAN, JR. DANIEL E. WORRELL ryan j. galloway CPA, CGMA CPA, CFE, CFF MPA, CFE, CRMA CPA, CGMA, CGFM REGIONAL PRESIDENTS Southern Region President Central Region President Western Region President Eastern Region PresidentEUGENE HAMPTON, II angel johnson NORA OIGARRO ROSALIND DANNER CPA, CGFM CPA NATIONAL DIRECTORSNational Director / Florida National Director / Indiana National Director / New York National Director / AtlantaANTHONY WALKER HERSCHEL FRIERSON SHERRY-ANN MOHAN uso sayers, CPA CPA CISA 15

Red Car et WE ARE PLEASED TO RECOGNIZE NABA’S LIFETIME MEMBERS Dwayna Adams Maurice Danner She-lia Henry Judson Mitchell Carl P. Simpson Clifton Addison Rosalind P. Danner Yvonne Faye Herron Faye L. Mitchell Moore Gwendolyn D. Skillern Enitan F. Adesanya Sandra A. Davis Jeffery L. Hill Daniel H. Moore Patricia A. Smalls Amani S. Ahmed Charles E. Davis Daniel B. Hobson Gairy R. Moore William A. Smith William Aiken Tamieka J. Davis Pamela R. Hogans Lebone C. Moses Mark C. Smith Abdool S. Akhran Frederick E. Davis, Jr. Bavan M. Holloway Dana M. Moss Margo D. Smith Ronnie R. Alexander Shaun M. Davis V. Reginald Hopkins Rosheila Motley Isaac Smith, Jr. Renee C. Allain-Stockton Tanya I. Davis Paul Horace Fred S. Moultrie Walter J. Smith Marvin Allmond Chantel Elaine Day Harvey E. Hoskins Grace A. Mullings Graylin E. Smith Antoinette Amoureux Sekou Samantha M. DeCambre Lisa L. Howze Avery A. Munnings Catherine Marietta Smith-Spears Lloyd G. Anderson Shariah K. Dixon-Turner Willie Mae Hughey Angela Murphy Janice T. Sparks Anthony K. Anderson Reve P. Doss Albert R. Hunt Yves N. Mutombo Thad Standley Adrian J. Anderson Marvin D. Dozier Angel L. Ingram Adam J. Myers III Veda S. Stanley Lee G. Anderson Kenneth Drummond Dee-Ah C. Iris-Outerbridge Edwin Neal Avril B. Stephens Roger G. Arrieux, Jr. Robert C. Dunlap Arlene Isaacs-Lowe Leslie A. Netter Cecil A. Sterrod Iris D. Atkinson-Kirkland Angela K. Dunlap Vincent James Benjamin D. Newhouse Lionel M. Stevens Angela L. Avant Jonell Dunston Curtis E. James Adaeze C. Nwachuku Shamella A. Stewart Larry D. Bailey Betty DuVerger Clarence L. James, Jr. Nora R. O’Garro Dmitri L. Stockton Alfred L. Ball Kathy-Ann Ave Edwards Johnny Jefferson Chris O. Okafor Ebony W. Stubbs Deidra M. Barksdale Cordelia Ekwueme Norman K. Jenkins Joe Obi Okeke C. Daniel Stubbs, Jr. R. Everett Bassie Candice F. Elliott Edwin M. Jenkins Avril J. Okeke Lemar Swinney Darrell Antoine Baxter Gregory Ellison J. Frank Johnson Florence N. Onochie Floran Syler, CIA Ralph B. Bazilio Kimberly Ellison-Taylor Gregory Johnson Eugene Padgett James H. Talley Ronald Benjamin Patrick G. English Gwen B. Johnson Dorothy T. Page-Proctor Rolanda R. Tate Earl S. Biggett Andrante C. Etheridge Robert B. Johnson Frank C. Parker III Jeff Tate Melvin D. Blake Charmain Eubanks-Thomas Patricia J. Johnson Michael A. Parkins Micheal Taylor Patricia A. Bolt Vernon D. Evans J. Barry Johnson Keeca P. Parks Ronald E. Taylor Monique Booker Beverly L. Everson-Jones Michael L. Johnson Harold S. Parnell Sheila P. Taylor-Clark Allen A. Boston Earl G. Fagan, Jr. Mark S. Keener Greg Parris Francis N. Thomas, Jr. William E. Boswell Felicia C. Farrar Anthony S. Kendall Kimberly Parris Allen S. Thomas Ken Bouyer Nicole A. Felix Bridget M. Kinard Leslie D. Patterson Valerie T. Thomas Gloria E. Bracy Cecil E. Flamer Anthony G. King Ramona H. Pearson Ralph Albert Thomas Adrian E. Bracy Erby L. Foster James Michael Kirkland L. Matthew Perry Curtis L. Tomlin Monica Brame Carlyle Fraser LaToya M. Lacey Phillip Pierce Manuel Torres Latarsha Brazle Genevia Gee Fulbright Marjorie R. LaRue Tillman Pink Emmanuel A. Tuffuor James D. Brown Tony Fuller Wayne E. Lee Pamela M. Pinkett Lucy Jacox Turnage Odell L. Brown Douglas T. Gaines, Sr. Brittani A. Lee Mario L. Poole, Sr. Raymond Vicks, Jr. Tyrone Browne Vernice L. Gamble Shelley Lee Hing Jenice J. Prather-Kinsey Adrian W. Vieira Linda M. Bryant Fred L. Gamble James M. Lewis Starr H. Purdue Lamont J. Waddell Maxine N. Buckles Yosief Ghirmai W. Delores Lewis Okorie L. Ramsey Andre E. Wade Charles Burch Jr. Bertram Gibson Wendy P. Lewis Moire L. Rasmussen Ronald P. Walker William L. Byrd Hubert D. Glover Eddie L. Lightsey LaNita E. Ray Emma S. Walker Willie Edward Carrington Robin H. Gordon Leona H. Locke-Dotson Jesse Rhodes, Jr. George Wallace Deborah D.G. Carter Norman M. Graves Clarence E. Lockett Harry J. Richards Lydia M. Washington Charles D. Carter John L. Green Joe N. Lowry Avis M. Riley Chester N. Watson Ruby Cato Verna A. Greer Kim Jenkins Manigault J. Edward Robinson Timothy S. Watson Richard J. Caturano Derric A. Gregory Betty L. Maple Troy A. Robinson Anne R. White Millicent Y. Chancellor Kim Griffin-Hunter Phillip Mark Frank K. Ross Donald R. White Marvin R. Chiddick Austin B. Groom Lawrence T. Mathews Michael K. Ross Gwendolyn A. Wiggins-Walcott Paula H. Cholmondeley Linda Guyden Roderick L. Mayo Janine P. Rouson Maria D. Wiley Sheila W. Clark Bennie L. Hadnott Yolanda E. McBride Michelle Lynne Royster Humphrey O’Neil Williams William B. Coleman Ann-Marie Hammond Milford W. McGuirt April L. Royster Roger A. Williams Brenda J. Coleman Brenda C. Hammond James C. McIntyre Greta J. Russell Chrisalle M. Williams Ronald J. Coleman Thomas E. Hampton Tina O. McIntyre Deatrice D. Russell-Tyner L. Anne Williams Malcomb D. Coley Donna Hankins Barbara A. McKinzie Ray Sanders James Thomas Williams Gregory Collins B. Aubrey Harrell Jimmy McMillian Uso Natassa Sayers George S. Willie Charlotte Louise Comer Calvin Harris Jr. Richard McNamee Patricia E. Scipio Veronda F. Willis Anita T. Conner Steven L. Harris Thomas W. McRae Carolyn Scott John F. Wilson Kenneth E. Cooke David E. Harrison Hassan Miah Victoria L. Seay Carol A. Wilson Donna M. Cooper David B. Harrison George L. Miles Johnny F. Session Michael R. Winston Raymond A. Cooper Tiffany D. Harrison Kevin L. Miller Dave A. Sewell Daniel E. Worrell Deborah A. Cowan Angela R. Haskell Mark Miller Tadeo F. Silva Ida E. Yarbrough Charles V. Daniel Roland K. Hendricks Bert Mitchell Brainard C. Simpson16

Red Car etNABA HISTORYIn 1969, nine black professionals met in New York City to discuss NABA’S FOUNDERSthe unique challenges and limited opportunities they facedin the accounting profession. In that year, there were only Ronald Benjamin, CPA136 black Certified Public Accountants (CPAs) out of a total of Earl Biggett, CPA100,000 in the United States of America. Donald Bristow*This group sought to establish an organization that would Kenneth Drummondaddress the concerns specific to individuals of color entering Bertram Gibsonthe profession, as well as be committed to professional Richard McNameeand academic excellence. They were determined to make a Frank K. Ross, CPAdifference and have their voices heard. George WallaceThe National Association of Black Accountants, Inc. (NABA) is Michael Winston, CPAthe premier association for today’s black professionals in theaccounting and finance field. NABA represents the interests NABA’S PAST BOARD CHAIRSof blacks pursuing, entering, navigating and succeeding inthe accounting profession. The mission of NABA is to address 1969–1971 Frank K. Ross, CPA Founding Board Chairthe professional needs of its members and to build leaders 1971–1973 William Aiken, CPAthat shape the future of the accounting, finance, information 1973–1974 Theodore A. Wilson, CPA*technology, and business professions with an unfaltering 1974–1975 Fred S. Moultrie, CPAcommitment to inspire the same in their successors. NABA’s 1975–1977 Thomas Barrow, CPAoverall objective is to create business leaders. Focusing on 1977–1979 Marion Holmes, CPA*the essential skills for success, NABA offers unique value- 1979–1980 Carl P. Simpson, CPAadded leadership training and professional development 1980–1982 Vernon Evans, CPA, CMAopportunities as well as venues for organizations and 1982–1983 Phillip Pierce, CPAindividuals to build new business. 1983–1985 William Aiken, CPAThrough the efforts of NABA and other interested organizations, 1985–1986 Ramona H. Pearson, CPAthere are more than 100,000 African-Americans participating 1986–1987 Clarence L. James, Jr., CPAin the fields of accounting and finance, and more than 5,000 1987–1988 Ronald Leverett*are CPAs. Today, NABA continues to create opportunities to 1988–1990 Greta J. Russell, CPAincrease the pipeline of diverse professionals. 1990–1992 Ralph Albert Thomas, CPAFrom just nine founding members in 1969, the organization 1992–1994 Dr. Lawrence T. Mathews, CPAcurrently boasts more than 180 professional and student 1994–1997 Angela L. Avant, CPAchapters across the country which total nearly 7,000 1997–2000 Daniel H. Moore, CPAmembers and partners with like-minded organizations, 2000–2002 Erby L. Foster, Jr., CPAnationally, and globally. NABA represents the most diverse 2002–2004 Kim Griffin-Hunter, CPApool of accounting, finance, and business professionals in 2004–2006 Norman Jenkins, CPAthe nation. Thirty percent of NABA, members are CPAs. As 2006–2008 Gwendolyn D. Skillern, CPAentry-level staff, managers, consultants, C-Suite executives, 2008–2010 Walter J. Smith, CPAand entrepreneurs, NABA members represent the driving 2010–2013 Calvin Harris, Jr., CPAforce behind many corporate, governmental, and educational 2014–2016 Kenneth E. Cooke, CPAinstitutions.As such, NABA has established a wide range of programs tospecifically assist accounting and finance professionals inachieving their career goals. Each program is a partnershipwith the individual member and the business/corporatecommunity to ensure that skills developed will assistbusinesses in achieving their desired financial, operationaland management results. NABA has a history of buildingbusiness leaders. *Deceased 17

Red Car et 2018 national awards Congratulations National Awards Chapter President of the Year Awards FRANK ROSS NATIONAL OUTSTANDING MEMBER OF THE YEAR EASTERN AMBER J. ADAMS, MBA HERSCHEL FRIERSON CENTRAL GOVERNMENT TYRELL L. RODGERS ANDREA SMITH, SOUTHERN CFE, MBA BRIAN CAMPBELL COMMUNITY SERVICE WESTERN SHERI MARSHALL CATRESE KILGORE, CPA PUBLIC ACCOUNTING Regional Awards for RICHARD CATURANO, Outstanding Service CPA, CGMA EASTERN CAROLYN DAWSON, MBA EDUCATION IRWIN GLEIM CENTRAL DAVID E. HARRISON CORPORATE DIVERSITY MICROSOFT SOUTHERN SHAMBER GENTRY RISING STAR CHARLES E. BARLEY, JR. WESTERN PATRICE SCULLY18

Red Car etnational award recipients HERSCHEL FRIERSON sheri marshall Senior Manager, Crowe Horwath LLP CEO and Owner, Umoveit-WeCleanit NATIONAL ACHIEVEMENT Enterprises Frank Ross National NATIONAL ACHIEVEMENT Outstanding Member Community Service of the Year Who was your first NABA friend?Who was your first NABA friend? Teeyia Mercer - Austin Cen-Tex ChapterPam White – Indianapolis, Indiana Which key employers influenced your career path?Which key employers influenced your career path? Dell influenced my career path. I worked for Dell as a UniversityI am a Crowe baby. I have had only one employer since Relations Recruiter. Working with interns encouraged me to getcollege and that is “Crowe LLP.” more involved with student chapters.What’s on your playlist? What’s on your playlist?I play Hip Hop  – Jay Z, Drake, NAS, Tupac, Biggie Smalls, Bruno Mars, Red Bone, Mary J. Blige, Karyne White, BrassKendrick Lamar Construction, BarKays, Commodores, Al Greene, Ashford and Simpson, Envogue, Patti Labelle, Aretha Franklin,Which NABA Convention was your first? Commodores, Midnight Star, Kirk Franklin.Atlanta, 2008 Which NABA Convention was your first?Which NABA Convention was your favorite? Orlando, 2009Las Vegas, 2015 Which NABA Convention was your favorite? Las Vegas, 2015 andrea smith, cfe, mba RICHARD caturano, cpa, cgma Director for Fiscal Service and Partner, National Leader of Culture, Data Transparency Audits at the Diversity and Inclusion, RSM Department of the Treasury, NATIONAL ACHIEVEMENT Office of Inspector General Public Accounting NATIONAL ACHIEVEMENT Who was your first NABA friend? Government Ken Bouyer , New York NABA ChapterWho was your first NABA friend? Which key employers influenced your career path?Johanna Olaitan, Howard University Chapter President Tough question since I really only worked for one firm. I2003-2004. Johanna encouraged me to join the organization would say my former partner, Dick Vitale.as well as apply for scholarships, internships, and chapterleadership opportunities. What’s on your playlist? Sarah Vaughn, Miles Davis, Frank Sinatra, Billie HollidayWhich key employers influenced your career path?PricewaterhouseCoopers and the United States Department Which NABA Convention was your first?of the Treasury Office of the Inspector General Nashville, 2013What’s on your playlist? Which NABA Convention was your favorite?Beyonce, Cardi B, and Drake Las Vegas in 2015, my second grandson was born during the convention!!Which NABA Convention was your first?Detroit, 2005Which NABA Convention was your favorite?Detroit, 2005 19

Red Car et national award recipients / continued IRWIN GLEIM CHARLES E. BARLEY, JR. President, Gleim Publications Director, Risk Advisory Services - IT, RSM NATIONAL ACHIEVEMENT Education NATIONAL ACHIEVEMENT Rising Star Who was your first NABA friend? Who was your first NABA friend? Among my first NABA friends were Frank Ross, Clifton Victor Carraway Addison, and Les Netter. Which key employers influenced your career path? Which key employers influenced your career path? EY, Hilton, and RSM The key employers/people that influenced my career path were Professor Robert Mautz at the University of Illinois and What’s on your playlist? Dean Robert Lanzillotti at the University of Florida. Reggae, Lecrae, Andy Mineo What’s on your playlist? Which NABA Convention was your first? I enjoy oldies music but my grandchildren generally take over Detroit, 2005 the radio when they ride with me. Which NABA Convention was your favorite? Which NABA Convention was your first? New Orleans, 2017 I attended numerous NABA conventions in the 70s and 80s.20

Red Car etCHAPTER PRESIDENTS OF THE YEAR award recipients AMBER J. ADAMS, MBA BRIAN CAMPBELL EASTERN REGION SOUTHERN REGION Chapter President of the Year Chapter President of the Year Who was your first NABA friend? Who was your first NABA friend? Stephanie N. Johnson, Richmond Priscilla Williams, Tampa Bay Chapter Metropolitan Chapter Past President (1993)Which key employers influenced your career path? Which key employers influenced your career path?All of my employers have influenced me - Larry Saunders PricewaterhouseCoopers& Associates, CPA’s LLC; KPMG; Capital One, and VirginiaHousing Development Authority What’s on your playlist? Jay-Z, Notorious B.I.G., Alexander O’ Neal, Teena Marie, S.O.S.What’s on your playlist? Band, and Isley BrothersJ. Cole, Cardi B, H.E.R., Black Panther Soundtrack Which NABA Convention was your first?Which NABA Convention was your first? Chicago, 1999Washington, D.C., 2014 Which NABA Convention was your favorite?Which NABA Convention was your favorite? Washington, D.C., 2000Each one has had different “favorite” aspects. TYRELL L. RODGERS CATRESE KILGORE, CPA CENTRAL REGION WESTERN REGION Chapter President of the Year Chapter President of the Year Who was your first NABA friend? Who was your first NABA friend? David Lopez, CPA - Philadelphia Maria Bean - Dallas Chapter Chapter  Which key employers influenced your career path?Which key employers influenced your career path? PricewaterhouseCoopers and Ernst & YoungMcKinley Jones and Associates, CPAs, Monsanto, andPeople’s Health Centers What’s on your playlist? The Weeknd, Mary J. BligeWhat’s on your playlist?2Pac, Leela James, Elle Varner, Miguel, Harold Lopez-Nussa, Which NABA Convention was your first?Poncho Sanchez Orlando, 2004Which NABA Convention was your first? Which NABA Convention was your favorite?Washington, D.C., 2000 Detroit, 2005Which NABA Convention was your favorite?Hollywood, FL, 2006 21

Red Car et REGIONAL AWARDS FOR OUTSTANDING SERVICE CAROLYN DAWSON, MBA SHAMBER GENTRY EASTERN REGION SOUTHERN REGION Outstanding Service Award Outstanding Service Award Who was your first NABA friend? Who was your first NABA friend? I have met many influential friends and Genevia Fulbright, RTP Chapter mentors as a NABA member, my first NABA friend is SherryAnn Mohan of the New York Chapter. Which key employers influenced your career path? Wake Tech Community College Which key employers influenced your career path? Rogers Media and Mamiye Brothers Which NABA Convention was your first? My first NABA convention was in Hollywood FL. I was able to What’s on your playlist? attend a board meeting. My playlist includes You Deserve It by JJ Hairston and Lord I am Amazed by You by Bethel Which NABA Convention was your first? Washington, D.C., 2014 Which NABA Convention was your favorite? Las Vegas, 2015 DAVID E. HARRISON PATRICE SCULLY CENTRAL REGION WESTERN REGION Outstanding Service Award Outstanding Service Award Who was your first NABA friend? Centex Chapter) Who was your first NABA friend? Dr. Quester Craig, CPA and Dean Marlon Green, Houston Metropolitan Emeritus (NCA&TSU)- Greensboro, NC, Chapter (former member of Austin Ms. Greta Russel, CPA and Past President and CEO of NABA- Columbus, OH, and Allen Boston, CPA and Retired Partner Which key employers influenced your career path? (EY)- New York, NY Targa Resources has made a significant impact on my career path.  Four years ago, I embarked upon a career in the Energy Which key employers influenced your career path? Industry with no prior experience.  As a participant of Targa’s The United States Marine Corp (8 years) and The Ohio State Development Program I was able to garner professional University (32 years) mentors, increase my knowledge base about the company and industry alike, and advance among my peers while being What’s on your playlist? challenged in an effective manner. When A Man Loves a Women (Percy Sledge), A Change Gone Come (Sam Cooke), Just Came Here To Chill (Ron Isley), and What’s on your playlist? In It To Win It (Charlie Wilson) SZA, Travis Greene, Beyoncé, Common... just to list a few. Which NABA Convention was your first? Which NABA Convention was your first? The 27th Annual NABA Conference in San Francisco, CA (1997). Washington, D.C., 2014 Our OSU Student Chapter (Joe Joiner- Founding President) was founded and received its Charter at that conference. I attended Which NABA Convention was your favorite? as the Founding Advisor and served as the OSU NABA Student Washington, D.C., 2014 Chapter Advisor for 21 consecutive years. Which NABA Convention was your favorite? Not sure:  Maybe Philadelphia  (2007) or Atlanta (2008)22

Enhance your convention experience with all the important information and features you need.n View the convention schedule Downloadn Access venue maps the mobilen View hotel information app now!n Link to the Attendee Service Centern Stay in the know with the latest notifications Search:n Access speakers list, speaker bios, corporate NABA Convention partner list, exhibitor booths & companiesGo Interactive...n Make your profile public and interact with other attendeesn Bookmark and create your own schedule of key events and sessionsn Send convention specific Tweetsn Volunteer at the convention NEW for 2018Thursday, June 14 / 8:30am–3:00pmFriday, June 15 / 8:30am–5:00pmThe NABA Career Accelerator is a suite of career RESUME SERVICES OFFERED:development, coaching, and employment servicesfor personal career success. • 30 minute resume review sessionRegistration required in advance. • 30 minute mock interview session • Workstations for resume editing SPONSORED BY:

naba leadership development institutes overview NABA Advancing Leaders Development LEADERSHIP Institute (ALDI) DEVELOPMENT INSTITUTES Session Dates and Times: Wednesday, June 13 / 8:30am–5:00pm EXCLUSIVE TO LDI PARTICIPANTS Thursday, June 14 / 8:30am–11:50pm LDI RECEPTION Sponsored by: Wednesday, June 13 / 6:00pm–7:00pm Presenters and Daphne Latimore, Speakers: Founder and Partner, D. B. Latimore Executive Leadership Development Professional Services Group, LLC Institute (ELDI) Frank K. Ross Visiting Professor, Howard University Session Dates and Times: Rob Young Wednesday, June 13 / 8:30am–5:00pm Partner, PwC Thursday, June 14 / 8:30am–11:50pm Whether you are a manager or supervisor ready to make a bold Sponsored by: move to C-suite or an ambitious and talented professional try- ing to move into management for the first time, the Advancing Speaker: Evelyn Williams Leaders Development Institute will show you how to leverage Professor, Georgetown University your competence, tolerance for risk-taking, and will to succeed to climb the career ladder. This institute combines the best as- A high-energy experiential session, this very practical workshop pects of the Advancing Leaders Development Institute and the engages senior executives in discussions about dealing with both Management Leadership Development Institute for a more fo- high-level, publicly visible set-backs and private personal chal- cused, aggressive, and forward-leaning program laser-focused lenges, and how to improve their resilience in the face of extreme on your ascension into senior leadership, whether you are pro- pressure. Based upon positive psychology, this session delves moted gradually or next year. into research-based ways to connect more effectively with col- The Advancing Leaders Development Institute will help you ex- leagues, subordinates, and other stakeholders, how to stay ener- plore questions such as: gized/motivated, and how a uniquely focused executive mindset • Should you switch companies if the position you want can most productively navigate the inevitable roller-coaster ride becomes available, or negotiate within your current of intense careers and demanding personal lives. organization for a more aggressive promotion pathway? Specific learning objectives include: • How do you do that? 1. Gain self-awareness around your own resilience, adaptabil- • Who do you talk to if you don’t really know the power ity, and learn techniques for improving your own grit/resil- brokers in your company? ience in the face of stressful situations. • How do you invite yourself into the conversation 2. Learn advanced relationship management skills--particularly regarding who is being promoted? in how to productively help yourself and others in times of struggle. • How do you gain visibility inside our company in areas 3. Learn the importance of sincere effort with regard to talent outside your direct job responsibilities? and skill development, and how grit/resilience counts twice • You say you want to be in the C-Suite, but do you really toward productive outcomes. want all that stress and pressure? 4. Gain a very clear picture of true strengths and areas for de- The Advancing Leaders Development Institute will help you velopment with regard to adaptability and flexibility, as develop a personalized framework for aggressively moving you opposed to what others may tell you. along your career path towards your ultimate goals. Your experi- ence will begin with a personalized leadership profile using the DiSC Personality Assessment - designed to assist you in un- derstanding your natural leadership style and how to enhance your style when it doesn’t fit a situation. You will practice using critical leadership concepts through extensive experiential ex- ercises including executive presence, building and managing your professional reputation, building critical partnerships, and making a conscious decision to lead. Your leadership journey continues with understanding the four facets of leadership, fo- cusing on what it really means to be a leader.24

SPEAKER BIOS evelyn williams Daphne b. latimore Professor, Georgetown University Founder and Partner, D. B. Latimore Professional Evelyn Williams has practiced as an Services Group, LLC organization and leadership behavior professional for more than twenty-five Daphne B. Latimore is the founder and years. She has extensive consulting managing partner of D. B. Latimore experiences with many Fortune 500 Professional Services Group, LLC, a companies and has taught leadership boutique firm specializing in Humanat some of the most prestigious schools in the United States. Resource Management, Professional Coaching Services andBefore joining Georgetown University, where she currently Workforce Seminars. As a senior HR Practitioner and Corpo-teaches executive development and required graduate-lev- rate Executive, Daphne’s leadership accomplishments haveel courses, she also taught for Stanford University Graduate been cultivated within both the public and private sectors,School of Business for five years and at her alma mater, the with extensive experience in coaching and consulting seniorUniversity of Chicago for six years. Course evaluations have leaders across diverse lines of business. Daphne’s businessconsistently ranked her leadership courses in the top tier at acumen, her 20 years of strategic and operational expertiseeach school and her final exam, a day-long case competition, and the application of human capital principles have beenremains one of the highest ranked exercises they still con- credited for successfully transforming and aligning domesticduct. In addition to her work in University settings, Williams is and international HR organizations with corporate businessa highly regarded executive coach who has worked with both imperatives. She specializes in establishing sustainable work-senior executives as well as high-potential emerging leaders. force productivity programs and creating frameworks to sup-She has conducted numerous workforce programs aimed at port enterprise wide transitions.improving adaptability, resilience and employee engagement. frank k. ross ROB YOUNG Visiting Professor, Howard University Partner, PwC In December 2003, Frank retired from Rob Young has 17 years of experience KPMG after providing more than thir- with PwC serving clients worldwide and ty-eight years of service. In 1968, Frank now serves as a partner. His career has was one of the nine co-founders and been focused on advising private equity the first president of the NABA, Inc. funds and private/public companies on Frank is the author of “Quiet Guys Can complex accounting and capital marketDo Great Things, Too: A Black Accountant’s Success Story.” All transactions such as mergers & acquisitions, divestitures, ini-proceeds from the sale of the book are earmarked for schol- tial public offerings, and debt/equity offerings. Rob is a CPAarships for accounting students. Frank is a graduate of Long in the state of Pennsylvania. He received his bachelor of artsIsland University where he earned a bachelor’s of science de- from Bucknell University and completed his executive educ-gree in accounting and an MBA degree. tion at the University of Texas in Austin. Rob is a member of AICPA and NABA and serves on the boards of the Girl Scouts of America (Eastern Pennsylvania) and the Urban League of Philadelphia. 25

keynote address / opening general session NABA, INC. PRESENTS IS IT SAFE TO TRUST AGAIN? Accounting and finance professionals have long been the public’s source of confidence in goodwill in business, but trust in most institutions is at an all time low. How can we restore confidence in business practices, and how can NABA members be integral in building common trust between companies, customers, clients, and shareholders? GUEST SPEAKER Co-founder, FranklinCovey’s Global Speed of Trust Practice Stephen M. R. Covey is the New YorkTimes and #1 Wall Street Journal bestselling author of The SPEED of Trust: The One Thing that Changes Everything, which has been translated into over 20 languages worldwide. He is co-author of the #1 Amazon bestseller Smart Trust: The Defining Skill that Transforms Managers into Leaders. Thursday, June 14 3:00pm–5:00pm Cypress Ballroom 126

You’re invited2018 NABA NATIONAL CONVENTION + EXPO PRESENTSCorporate Hospitality SuitesStart your evening off right and join us for two hours ofnetworking and connecting with potential employers!Intimate setting for one-on-one interaction / Cocktails & Hors d’oeuvresThursday, June 14, 2018 Orlando World Center Marriott5:00pm–7:00pm Check convention app for room locationsDress: Business Casual Sponsored by:Sponsors: Join us! Party en Blanc Thursday, June 14 / 8pm–11pm at Universal CityWalk™ at Universal Orlando Resort™ Transportation will be provided to the venue. Contributors:

career expoCareerExpo + PROFESSIONAL ONGOING RESOURCESFriday, June 15 Thursday–Saturday1:30pm–6:30pmCypress Ballroom 2 Check the mobile app for times. Professional Headshots Enhance your personal brand with a complimentary headshot. Cyber Café Your office on the go. LinkedIn Consultation Bar Create or refine your LinkedIn profile. Sponsored by: Visit all of our corporate partners and check out who’s new for 2018!28

career expo floor plan Bank of America 29

NABA PRESENTS A Celebration of Scholars 2018 NATIONAL SCHOLARSHIP LUNCHEON F R I D AY, J U N E 15 / 11 : 0 0 A M — 1 : 0 0 P M GUEST SPEAKER Kwame Jackson is polished, confident, and credentialed with prestigious wall street experience and business lessons he learned in front of 22 million people each week, on NBC’s hit show “The Apprentice.” As a New York City based entrepreneur, professional speaker, and media personality, he is poised for global aspirations. Kwame holds a bachelor of science degree in business administration from the University of North Carolina at Chapel Hill Kenan-Flagler Business School and a master of business administration from Harvard Business School. Sponsored by30

SCHOLARSHIP RECIPIENT BIOS Isaac Akanmu Brionna Bryant Isaac Akanmu is a Nigerian American, Brionna Bryant is a sophomore at East- born and raised in New York City. A ern Michigan University majoring in junior at the Macaulay Honors Col- accounting with a double minor in lead- lege at CUNY Baruch on full academ- ership and communications. She plans ic scholarship, Isaac is a dedicated on getting her MSA and completing the member of NABA Baruch, InterVarsity CPA exam upon graduating in 2020. She Christian Fellowship, and Golden Key is passionate about her academics, trav-International Honour Society. Recently, Isaac completed an eling, volunteering and being a resource to others to lift them,internship at PwC. as we climb through this journey called life. OLAOLUWA AKINWANDE Krystina Culley Olaoluwa Akinwande is currently pursu- Krystina Culley was born and raised in ing her master of science in accounting Ringgold, VA and attends The Universi- at Prairie View A&M University. She has ty of North Carolina at Charlotte. She a 4.0 overall GPA. She was born and is a double major in accounting and raised in Lagos Nigeria where she ob- finance and a double minor in interna- tained her bachelor’s degree in account- tional management and urban youth ing before she moved to the United and communities. She enjoys cookingstates. She is committed to her goal of becoming a resource- and trying different restaurants in Charlotte with her friends.ful Certified Public Accountant (CPA) with a blend of corporate NABA has been the most influential organization she has par-accounting and finance. She cherishes spending time with her ticipated in during her collegiate career.family and friends. KAREY CURTIN Mirabel Awoniyi Karey Curtin is a senior accounting ma- Mirabel Awoniyi is a sophomore at jor at Howard University. She has a 3.99 Huston-Tillotson University majoring in overall GPA and a 4.0 major GPA. Her accounting. She was raised in Nigeria. academic achievements include being She is a W.E.B Dubois Scholar striving inducted into the Beta Gamma Sigma to maintain her GPA. She is the Student International Business Honors Society, Chapter President of NABA, President ranking top four in the Executive Leader- of Toastmasters, Treasurer of Gold- ship Council’s Award for Business Commentary, and being a re-en-Key Honor Society, and Treasurer for Pre-Alumni Council cipient of a multitude of scholarships, including the NABA Metroat Huston Tillotson University for the 2017/2018 academic DC Scholarship, all while being a conscientious student heavilysession. She is also an active member International Student involved on campus and community services.Association. Mirabel believes that significance as more im-portant than success. Br’Shawn Davis Br’Shawn Davis is from Lansing, Mich- ANDRE BENNETT igan and currently a junior majoring in Andre Bennett is an ardent young man accounting at Clark Atlanta University. and is a firm believer in the famous In addition to being a full-time college Oprah Winfrey quote, “luck is when student, she is a Realtor with Coldwell preparation meets opportunity.” He Banker. Her main objective in life is to trusts that hard work and studying be successful while remaining humble while going through school, coupled by maintaining a strong work ethic and prioritizing my morals with his involvement in professional in all aspects of life.organizations like NABA, he will one day meet the grandopportunity to fulfill his aspirations of becoming a CPA. 31

SCHOLARSHIP RECIPIENT BIOS / continued Mykela DeVille Ashley Eure Mykela DeVille is a sophomore account- Ashley Eure is a sophomore at the ing major at Howard University. She has University of Maryland Eastern Shore a 3.7 GPA overall and 3.5 GPA within her majoring in accounting. Ashley plans major. She is the historian of the NABA, on pursing a bachelor of science in ac- Inc. Howard University Student Chapter counting. After graduation Ashley plans and member of the Howard University on studying to take the exam to become School of Business Executive Leader- a CPA in an accounting firm. Outside of ship Honors Program. Her academic achievement includes be- Ashley’s professional job, she plans on providing her services coming a Management Team Leader for the 21 Century Advan- to the elderly due to her admiration of helping others. tage Program at Howard University. Rouguiatou Diallo JOYCE ESEDEBE Rouguiatou Diallo is a junior at Medgar Joyce Chinwendu Esedebe is a junior Evers College pursuing accounting. She accounting and computer science dou- has a 3.6 GPA. She is the treasurer of ble major at Lincoln University. She has the NABA Medgar Evers College chap- a 4.00 GPA in both majors and a 3.99 ter. Her most recent academic achieve- cumulative GPA. She is currently the ments are winning the NABA Eastern Chapter President of NABA, a Resident Region 2017 Scholarship as well as Advisor, Treasurer of African Students having the honor to be selected as part of the Cuny Service Association (ASA), a member of Horace Mann Bonds Honors Corp with the organization Ariva Inc. She also has a job offer Society, and The National Society of Leadership and Success with Wezpa Consulting. – Sigma Alpha Pi. She will intern at Deloitte this summer. DJONNA DOROUWA Precious Ezirim Djonna Dorouwa was born and raised Precious Ezirim is a sophomore at Hus- in Togo, West Africa, and came to the ton-Tillotson University in Austin Texas. United States in 2010 looking for bet- He is a W.E.B DuBois scholar on cam- ter opportunities. He is a graduate pus. He is the secretary of the NABA student of science in accounting at student chapter, Vice President Of Monroe College and is an active mem- NSBE, Vice President of NIS, and Mem- ber of his NABA, Inc. student chapter. bership Recruitment Director of Golden Dorouwa has achieved awards for Academic Excellence as Key International Honours Society. He intends to pursue a the President List and Dean List during his associates and master’s in business administration, after obtaining an under- bachelor’s degrees. He is a volunteer of the NABA-NY VITA/ graduate degree in computer science. With these, he hopes to TCE. become the CEO of a tech company. Glory Ebirim ALLISON FLOYD Glory Ebirim is a masters student and Allison Floyd is a recent graduate of the an accounting major at The University Unviersity of Mississippi and is from Ma- of Maryland, College Park, with a GPA gee, MS. Since having completed her un- of 3.75. She is currently a graduate as- dergraduate requirements, she has start- sistant in the accounting department. ed to pursue her master of accountancy Last academic session, she was the VP degree. Though undergrad has allowed of Finance for the NABA student chap- Allison to experience many life-altering ter of the Smith School of Business at the University of Mary- feats, she is looking forward to growing through new challenges land. Her academic endeavors were recognized as she was that are along the course of becoming a CPA. named on the Dean’s List for two consecutive years.32

SCHOLARSHIP RECIPIENT BIOS / continued Edriena Gee Nia Hill Edriena Glowen Gee is a native of Libe- Nia Hill is a sophomore accounting ma- ria and currently enrolled as a junior at jor and sociology minor at Howard Uni- the University of Houston. One of her versity. Hill’s life mission is to develop favorite quotes, “Success isn’t given, into a servant leader who will develop it is earned” reminds her of the true other leaders and impact the lives of meaning of perseverance. Her father many. She’s done this by becoming ac- “gave” her the chance to become suc- tive at her University, where she is a Teamcessful and now, she must “earn” that success. Leader in the School of Business and President of Word Up! Cam- pus Ministry. Additionally, she is the founder of Revival Fire, a blog Lunnise Gibson geared towards Christian millennials. Lunnise S. Gibson is a junior at Coppin State University with a cumulative GPA Laura Huckleby of 3.6. She currently holds the position Laura Huckleby is a senior account- of Chapter Secretary of NABA at Cop- ing major at Tuskegee University. She pin State. Gibson is also a student-ath- currently serves as the student chap- lete specializing in cross country and ter President of her NABA chapter. Her middle-distance events. Her ambition goals are to graduate from Tuskegeeis to become a forensic accountant and help younger track University, attend graduate school atand field athletes in her home country - The Bahamas. She is Wake Forest University, and become avery focused and determined. CPA. She will be graduating Summa Cum Laude in May. After graduation, she will be returning to PwC in Atlanta to complete Omolara Giwa a tax internship. Omolara Giwa is a senior accounting major at the University of Central Florida JULIA IDAEWOR with a career goal of becoming a CPA. Julia Idaewor was born in Lagos, Nigeria She has a 4.0 GPA in her major and a 3.8 and migrated to the United States at four GPA overall. She is the student chapter years old. She is currently a third-year President of NABA. Her achievements computer science major at the University include receiving the NABA Southern of Georgia. She is the Vice President andRegion Scholarship, participating in KPMG’s Corporate Manage- co-founder of GLAM Dawgs, World Am-ment Internship Program, and serving as a student ambassador bassador for International Student Life,for the UCF College of Business Administration. and Treasurer of the African Student Union. She is passionate about cultural awareness, social justice, and everything Beyoncé. RAMOYA GRANDISON Candace Irons Ramoya Grandison, a student-athlete Candace Irons is from Fayetteville, currently double majoring in Comput- Georgia and is a junior at The University er science & information systems and of Georgia where she is majoring in ac- business administration with a concen- counting. She was introduced to NABA, tration in accounting has the desire to Inc. in 2014 by participating in the Ac- become a Forensic Accountant. Among counting Career Awareness Program her achievements, Ramoya was recent- (ACAP) in Atlanta, GA. Ever since then,ly elected as the Vice President for the NABA, Inc. student she has been following the motto, “Lifting as We Climb” in notchapter at JCSU. She has recently completed an internship only her professional life, but also her daily life.with LPL Financial as an IT Internal Auditor which aligns withher career goal. 33

SCHOLARSHIP RECIPIENT BIOS / continued Reah Johnson Karlyn Mason Reah Vernelle Johnson is a senior at the Karlyn Mason is a senior accounting ma- Grambling State University with a dou- jor at Howard University. She has a 4.0 ble major in accounting and computer major GPA and a 3.89 cumulative GPA. information systems. Her honors in- Karlyn is the VP of Finance for Alpha Kap- clude the President’s List from Spring pa Psi Professional Business Fraternity, 2016 to present and the Beta Gamma Psi Tau Chapter, and her most recent ac- Sigma Honors Society. She is the trea- ademic achievement includes becoming surer of the NABA, Inc. GSU Chapter and Vice President of a a member of Beta Gamma Sigma International Honors Society. Youth empowerment organization. Upon graduation, she as- Karlyn spends weekends volunteering and reading with elemen- pires to become a CPA and an instrumental professional mem- tary school students and plans on opening a financial planning ber of NABA. business in the future. Woodrow Kavanagh Sikudhani McCray Born and raised in Jamaica, Woodrow Sikudhani McCray graduated from high Kavanagh is a student attending Ken- school, third in her class, in 2017. She nesaw State University pursuing a mas- was accepted to Loyola University New ter of accounting degree. Upon gradu- Orleans, awarded the highest academ- ation, he will work for Deloitte Atlanta ic scholarship, and accepted to the uni- in their advisory practice. NABA, Inc. versity’s Honors Program. She entered played a huge role in placing Woodrow college, majoring in business manage- in the position he is in today. He has met many lifelong friends ment, and began to discover interest in entrepreneurship. She through NABA and wishes to be a lifetime member. was initiated to Delta Sigma Pi business fraternity and elected chancellor. He ended his first semester with a 4.0 GPA. SIDNEY KHASACHA Sidney Khasacha is a junior pursuing assurance practice. Monique Mohammed his bachelor’s degree in accounting. He Monique Mohammed is currently a se- is actively involved in the University of nior accounting major and business an- Texas at Dallas campus, where I am an alytics minor at Temple University and officer of employer relations of the UTD will aspire to attend the master of ac- NABA Chapter. Sidney is in the process countancy program at Temple Univer- of interning at Deloitte and plans on sity. She would like to be a leader in a taking the CPA exam to become a CPA after graduating with public accounting firm in the audit and his master’s degree. Mpho Lethoba JARELL MOTEN Mpho Lethoba is a graduating senior at Jarell Moten was born in Kinston, North Huston-Tillotson University, in Austin Carolina and obtained his bachelor of Texas. She was born and raised in Le- science in agriculture business man- sotho, Southern Africa. She is a W. E. agement with a minor in accounting B. Dubois Honors Scholar maintaining from North Carolina State University. a 4.0 GPA. Mpho is the co-founder of He completed his undergraduate stud- two nonprofits in Lesotho and Treasurer ies in May of 2012 and subsequently of her university’s student government association. She loves obtained his MBA from East Carolina University in December reading on entrepreneurship and investment. Her grounding of 2016. Moten is currently working on his masters of ac- belief is, “we all deserve to lead a successful, meaningful life!” counting from The University of North Carolina at Chapel Hill.34

SCHOLARSHIP RECIPIENT BIOS / continued Mouniratou Nikiema Mofoluwaso Onabule Mouniratou Nikiema is a fourth-year Mofoluwaso Onabule earned her bach- student studying accounting at the elor of science degree in finance in Ohio State University and the Student 2008 at the University of Lagos Nige- Chapter President of NABA After grad- ria. In 2002, she earned a diploma in uation, she will be pursuing her master accounting and business and success- in accounting with a focus in data an- fully became a chartered accountant alytics. Her motto in life is “Do not live with ACCA in United Kingdom in 2014.to live but live to help others live”. She has worked in global organizations as a business analyst before proceeding to Texas A&M University where she is cur- TOMI OGUNDIPE rently pursuing a masters in Accounting and CPA qualification. Tomi Ogundipe is a graduate student at Northern Illinois University. He graduat- Gabrielle Orion ed from Babcock University in Nigeria Gabrielle Orion works to make Texas with a bachelor of arts in mass com- A&M University a more diverse and munication. Currently, he is the general inclusive place. She works to achieve secretary of NABA, Inc. at Northern Illi- community, where people don’t have nois University Chapter. Prior to grad- to be afraid of persecution for theiruate school, he worked for the OLX Group as an analyst for a outward appearance where small busi-little over two years. His experience over the years has shaped nesses can thrive, where we can accepthim into a goal-oriented, self-motivated, and highly driven each other’s differences and learn from them instead of forc-business and information systems enthusiast. ing conformity. It is through her belief in God, familial support, and the opportunities afforded to her, that Gabrielle has be- ajayi olamiposi come the person she is today. Ajayi Olamiposi was born in Philadel- phia, Pennsylvania to Nigerian parents, Zeinab Ouattara and then raised in Lagos. Ajayi com- Zeinab Ouattara is a senior at the Uni- pleted high school in Nigeria, where not versity of Alabama at Birmingham ma- only did he adopt Nigerian cultures, but joring an accounting. She is currently also learnt a second language; Yoruba. interning at Hope Locating, a free apart- He returned to the United States in July ment locator, as their accounting intern.2015 to begin his college career at Richland College in Dallas, After she graduates with her master’sTexas before transferring to the University of Texas at Dallas, degree in the Fall of 2019, Zeinab planswhere he became a NABA member. to sit for the CPA exam and work as an internal auditor in public accounting. Ajayi Oliver Ajayi Oliver is a senior at Monroe Col- Nailah Owens-Johnson lege pursuing a bachelor of arts degree Nailah Owens-Johnson is a sophomore in business management and an asso- at Indiana University majoring in ac- ciate’s degree in hospitality manage- counting and business analytics. She is ment. He currently holds a grade point the VP of Alumni Relations in her busi- average of a 3.71 and was awarded a ness fraternity, Delta Sigma Pi, the stu- full academic scholarship from Monroe dent President of the IU NABA Chapter,College and from the Bahamian government. Ajayi serves as and an active member of Kelley Studentthe chapter vice president at Monroe College and is a Certified Government. This summer Nailah will intern at EY as a LaunchGuest Service Professional. intern in Chicago. 35

SCHOLARSHIP RECIPIENT BIOS / continued Nefertiti Peoples Moya Reid Nefertiti Peoples has been accepted Moya Reid is a W.E.B. DuBois Schol- into the Jenkins MAC Program at North ar at Huston-Tillotson University. She Carolina State University with an IT con- intends to pursue an MBA in business centration. Upon completion, she will analytics at Bentley University. She is pursue CPA licensure and a career in au- the Community Service Director for dit. Nefertiti is very passionate about the HT’s Toastmasters and Golden Key In- work she does with disadvantaged youth ternational chapters. This will be her in her community. She founded a nonprofit organization in 2017 second internship with PwC at the Houston office this sum- aimed at closing the achievement gap between low-income mer. Her life motto is: “If the plan doesn’t work, change the youth and their peers. plan but never the goal”. Kaiyell Pettie Sylvia Richardson Kaiyell Pettie is a current freshman at- Sylvia Richardson is a senior in the Hon- tending Baruch College. He would de- ors Program at North Carolina Central scribe himself as an aspiring entrepre- University majoring in accounting cur- neurial accountant. At 16, he developed rently holding a 3.6 GPA. Her career goal his own service business which is an up is to obtain a management position at a and coming sole proprietorship with a major accounting firm. During the sum- total of over 60 customers throughout mer of 2017, she participated in an eight- New York City. Pettie aspires to start off his career as a CPA week summer accounting internship program at PwC, and will and then transition into owning his own accounting firm. return again this summer for their advanced internship. ASHANTI PHELPS Spencer Robertson Hailing from Georgia, Ashanti I. Phelps Spencer Dion Robertson is a sophomore is a senior at the historic Texas Southern at Western Michigan University major- University studying accounting. Her ac- ing in accounting. His career goals in- complishments include receiving awards clude becoming a CPA and would like to for Highest GPA for Athletics and Honors one day make an impact in his commu- College, Dean’s List, President of Beta Al- nity by helping individuals of all income pha Psi, and the Founder of Mentor and levels reach their financial goals and College Prep program at her high school. After graduation, she manage their wealth by advising them in the areas of income has her sights on a master’s in science of accountancy and at- tax planning, retirement planning, and estate planning. taining the elusive CPA license. JAMEL ROSEMOND Rebekah Preston Jamel Rosemond is currently working Rebekah Preston is a senior accounting to obtain his masters of science degree major at Prairie View A&M University. from Texas A&M University. He plans to Upon the completion of her degree she graduate in May of 2019. Prior to his cur- intends to pursue a master’s of tax- rent educational pursuits at Texas A&M, ation and obtain her Certified Public he attended Lone Star College King- Accountant (CPA) license. You can find wood where he served as the Chapter her hosting campus tours, tutoring in President for the Phi Theta Kappa Honors Society. He is also the College of Business and volunteering at the Houston Food involved in his community. Bank. She is currently a member of NABA, Inc. and Beta Alpha Psi Honor Society.36

SCHOLARSHIP RECIPIENT BIOS / continued Mateo Saxton Roberitine Webbe Mateo Saxton is a junior at Eastern Roberitine Webbe is currently pursuing Michigan University majoring in ac- a bachelor of arts in accounting at Mon- counting with a minor in interdisciplin- roe College. She has attained the Presi- ary leadership. Mateo currently holds a dent’s List each semester, with a GPA of 3.83 cumulative GPA and has made the 3.9. Born and raised in St. Kitts, she has Dean’s List five consecutive semesters. always been ambitious and continues to On campus, he is the membership chair be, as she is eager to complete her de-for the NABA, Inc. student chapter, treasurer of the CEO (Colle- gree at just 18 years old. Her mantra is “Confidence is a keygiate Entrepreneurs’ Organization) Club, and an active member factor for success”, which is her driving force for accomplishingin the theater department – coming off last year’s lead role in A her dreams.Raisin in the Sun. Aaliyah Williams VICTOR SHOGE Aaliyah Williams is a master of accoun- Victor Shoge is a Nigerian who is cur- tancy graduate student at Alabama rently pursuing a master’s degree in ac- State University in Montgomery, Ala- counting at Prairie View A&M University, bama. She is originally from Bessemer, while maintaining a perfect GPA of 4.0. Alabama. She is an active member of He is a dedicated member of NABA, Inc. NABA – ASU chapter, Society of the Chapter at Prairie View A&M University, Advancement of Management, ASU as well as an active member of the In- Chapter, and Alpha Kappa Alpha Sorority, Inc. In the future,ternational Student’s Community on campus. Upon graduation, she plans to have her own accounting firm. Her favorite quote,Victor plans to be a licensed CPA and become a consultant in a “If your dreams don’t scare you, they aren’t big enough”.top accounting firm. DE’HAVIA STEWART Aaron Williford De’Havia Stewart is an accounting Aaron Williford is a senior accounting major at Florida A&M University. She major and Regent’s Scholar at Texas has served on FAMU’s NABA chapter A&M University-Commerce. Originally E-Board since Spring 2017. She pos- from DeSoto, Texas, Aaron is looking to sesses a diverse skillset in the areas of obtain a master’s degree in information technology, marketing, and accounting. systems/accounting, after completing De’Havia has worked in corporate fi- his undergraduate studies. Profession-nance, tax accounting, and venture capital. She believes that ally, he aspires to become a CPA and eventually a director inthere are no limits on learning and achievements. Her favorite an accounting/finance practice. Aaron’s ultimate goal is to bequote is “Don’t tell me the sky’s the limit when there are foot- able to take care of himself and his family.prints on the moon.” Kenisha Warrington Joshua Woods Kenisha Warrington is a senior at Gram- Joshua Woods is a current student at bling State University (GSU) majoring in Howard University pursuing an ac- accounting and economics. She is the counting degree. He has been on the Corresponding Secretary for the NABA Dean’s Honor Roll with 3.6 GPA. He has GSU Chapter, as well as a member of the been part of Howard’s Business Execu- Earl Lester Cole Honors College. She is tive Leadership Honors, Business-21st a recipient of the IMA CMA Scholar- Century Advantage Program, Chairmanship, as well as a Wiley CPA Review Scholarship and plans on of the Finance and Investment Club, team leader of Careerbeing licensed as both a CPA and Certified Management Ac- Counseling Program, and Capital One’s Summit for Develop-countant (CMA). ing Leaders. Woods has been named a KPMG Future Diversity Leader and held an internship in finance at Moody’s Investors & Accounting. 37

SCHOLARSHIP RECIPIENT BIOS / continued ARTHUR WRIGHT Amani Yagboyaju Arthur Wright is a junior majoring in fi- Amani Yagboyaju is a sophomore ac- nance at Bethune-Cookman University. counting and information technology Wright is from Daytona Beach, Florida double major at The Lincoln Universi- and currently serve as the Vice Presi- ty. She has an overall GPA of 3.94. She dent for the B-CU NABA, Inc. student is the Secretary of the NABA, Inc. Lin- chapter. coln University student chapter. Her most recent academic achievements include, she serves as the Ambassador for the Pennsylvania Institute Certified Public Accountants (PICPA) at Lincoln Uni- versity, the treasurer for her class Student Government As- sociation and she is a Student Senator for Lincoln University. She currently has an internship at PwC for the summer. SPECIAL THANKS TO THE 2018 SCHOLARSHIP SELECTION COMMITTEE KELLI WRIGHT, chair MARTRICE CALDWELL DETROIT, MI CHICAGO, IL LISA FISHER TEEYIA MERCER DETROIT, MI AUSTIN, TX TAMEKA WARD ASHLYNE REID DETROIT, MI CHARLOTTE, NC38

THE 2018 NABA SCHOLARSHIP PROGRAM IS MADE POSSIBLE BY SUPPORT FROM OUR CORPORATE PARTNERS AND INDIVIDUAL DONORS. DONORS Chuck Burch Claudette Griffin Memorial Alpha Kappa Alpha, sorority, Inc. Kappa Alpha Psi, fraternity, inc. Delta Sigma Theta, sorority, Inc. TDC Ralph & Valerie Thomas Les Netter Kenneth E. & LESLIE H. Cooke Nora & Colin O’Garro William L. Jackson Scholarship Thomas S. Watson, Jr. Memorial Jamila Abston Justin and Desirae Butler Edwin and Una Jenkins Scholarship PARTNERS 39

NABA PRESENTS BLACK TIE & BEYOND THE NABA AWARDS EXPERIENCE & SOIRÉE A BLACK TIE EVENING HONORING NABA ACHIEVERS S AT U R DAY, J U N E 1 6 AWARDS EXPERIENCE 6:30pm–8:00pm IN CYPRESS BALLROOM 1 SOIRÉE 8:15pm–11:00pm IN CYPRESS BALLROOM 240

THE AWARDS EXPERIENCE Celebrate accounting and finance achievers whose accomplishments over the past year lift-up the profession, the organization, and the community. All attendees will be stars and receive the VIP treatment. BADGE REQUIRED THE SOIRÉE Stay for the soirée – a fade to black for a celebration where a black tuxedo, a black tie, and a little black dress are the haute couture for the evening. Dinner and drinks will be served. TICKET AND BADGE REQUIRED MISTRESS OF CEREMONIES SHERRI SHEPHERDWhether on stage or screen, actress, comedienne, and best-sellingauthor Sherri Shepherd’s magnetic personality and hilarious senseof humor never fails to delight audiences. Shepherd currentlystars as Anne Flatch in the NBC sitcom “Trial and Error.” She alsoserves as a weekly host of “The Tom Joyner Morning Show.”No stranger to daytime TV, her role as co-host of “The View”during seasons 11-17 helped earn the seminal talk show its onlyDaytime Emmy for Outstanding Talk Show Host in 2009. She hasbeen featured in a number of films, has had a successful run onBroadway and is the first African American woman to host a gameshow, serving as host of the highly rated “The Newlywed Game”for four seasons. She also co-executive produced and hosted thesecond season of “Match Made in Heaven,” the only dating showto ever feature an African American man. The critically acclaimedshow tripled in ratings from the first season.As author of the New York Times bestseller “Plan D: How to LoseWeight and Beat Diabetes (Even If You Don’t Have It),” Shepherdshares her passion for maintaining good health. She also pennedthe humorous “Permission Slips: Every Woman’s Guide to GivingHerself a Break.”Shepherd deems motherhood as her greatest accomplishment.Well acquainted with the tragedy and triumph of raising a childwith special needs, she has partnered with the YAI NationalInstitute to raise awareness for children and adults with disabilities.Shepherd is the grateful mother of her 13-year old son, Jeffrey.

c suite COFFEE WITH COVEY C-SUITE COFFEE WITH COVEY INVITE ONLY DEEP DIVE INTO TRUST Thursday, June 14 10:00am–11:45am Panel: Stephen M. R. Covey Co-founder, FranklinCovey’s Global Speed of Trust Practice Effin Logue Chief People Officer, DHG Ben-Saba Hasan Senior Vice President and Chief Culture, Diversity and Inclusion, Walmart Richard Caturano, CPA, CGMA National Leader of Culture, Diversity and Inclusion, RSM Sponsored by: STEPHEN M. R. COVEY DISCUSSION TOPICS Co-founder, FranklinCovey’s Global Speed of Trust Practice Stephen M.R. Covey author of The Speed of Trust and each of the C-Suite executives will talk about challenges their Stephen M. R. Covey is the New York Times and #1 Wall Street companies have overcome in one of the areas addressed in Journal bestselling author of The SPEED of Trust: The One Covey’s book: Thing that Changes Everything, which has been translated into • Organizational Trust: Trust within companies that leads over 20 languages worldwide. He is co-author of the #1 Ama- to enhanced productivity zon bestseller Smart Trust: The Defining Skill that Transforms • Market Trust: The reputation the company has with Managers into Leaders. customers • Societal Trust: How is the organization a respected corporate citizen?42

SPEAKER BIOS EFFIN LOGUE richard caturano, Chief People Officer, DHG cpa, cgma Effin is the Chief People Officer for National Leader of Culture, DHG. She is primarily focused on the Diversity and Inclusion, RSM development and enhancement of Richard Caturano is a Partner in the DHG’s people strategy, with a particular Boston Office of RSM US LLP, the fifth emphasis on employee engagement, largest US accounting firm, and serves talent attraction and retention, profes- as the firm’s national leader of culture,sional development, inclusion and diversity and performance diversity and inclusion. He is a graduate of Bentley University,development. Her true passion is people and she enthusias- where he obtained both a bachelor’s degree in accounting andtically serves as mentor and trusted advisor to many at DHG. a master’s degree in taxation. Richard was a founding mem-Effin’s career in Human Resources has spanned 25+ years. ber of Vitale, Caturano and Company (VCC), and led the firmShe has held leadership roles at nationally-recognized compa- through substantial growth to become the largest indepen-nies such as Citigroup, Mattel and General Electric. Most re- dent firm in New England as well as a Top 40 firm in the US. Incently, she served as Chief People Officer for Rothstein Kass, 2010 VCC merged with RSM making the Boston office its thirda top 20 accounting firm, where she led successful initiatives largest office.and earned Rothstein Kass national recognition. From 2012-2013, Richard served as the 100th Chair of the BEN-SABA HASAN 400,000 member American Institute of Certified Public Ac- Senior Vice President and Chief countants (AICPA). As AICPA Chair, Richard took on the chal- Culture, Diversity and Inclusion, lenge of the lack of diversity and inclusion in the accounting Walmart profession. He helped establish the National Commission on Ben Hasan is responsible for the evolu- Diversity and Inclusion and has personally delivered the mes- tion of Walmart’s culture and the devel- sage of diversity and inclusion to tens of thousands of profes- opment of behaviors that embrace di- sionals and business leaders. His message has inspired CPA versity and inclusion at all levels of the firms across the country to add diversity and inclusion as acompany. Ben joined Walmart in 2008, serving as Senior Vice top strategic priority, including his own firm, RSM, where hePresident, Strategic Services in Walmart Technology. Prior to is now the National Leader of Culture, Diversity and Inclusion.working at Walmart, Ben worked 11 years at Dell, Inc. and forENSERCH Corporation for 14 years.Ben holds an MBA from Amber University in Dallas, a bache-lor’s degree from Temple University in Philadelphia, and com-pleted the Advanced Management Program of the HarvardBusiness School. 43

WOMEN OF NABA NETWORK PROGRAMS Friday, June 15 9:00am–10:45am WONN EXECUTIVE SESSION WONN MANAGEMENT SESSION For women with 15 or more years of professional experience For women with up to14 years of professional experience and at least five years of senior management experience A-S-S-E-R-T. Find Out What Black Women Ready to Lead: It Means for Me! “Speaking Truth to Power” Presented and Sponred by: Presented and Sponsored by: This session will be Courageous Conversations 2.0 with a focus Assertiveness. What is it really? Why are so many people on outcomes and change. Speakers will explore the black wom- talking about it? And, why is it that when some demonstrate an’s pursuit of powerful jobs, ambitions, motivations, and… assertiveness (or even aggressiveness) it’s okay while for oth- what gets in the way. The session will have candid “real talk” ers that same demonstration is perceived as unprofessional dialogue about the need for sponsorship and advocacy. Attend- and/or excessive? ees will brainstorm and share what companies can do better In this session, we’ll discuss and answer these questions and so to accelerate the development, advancement, and retention of many more. We’ll also engage in conversation about how gener- black women in the industry. alizations, stereotypes, and cultural identity attributes contribute to how assertiveness is both perceived and received. We’ll even Moderator: Ayanna Stephens talk about how your personality, temperament, and life experi- Senior Vice President, Human Resources ences impact how you package your assertiveness. Executive, Merrill Lynch Wealth Management Come prepared to share in information and insights that are sure to help you address the barriers (self and other-imposed) to as- Speakers: Anajali Besley sertiveness effectiveness. Leave equipped to consistently, confi- Enterprise Independent Testing Executive, dently and compassionately be an ‘assertiveness ambassador’. Bank of America ..boldly going where perhaps you have never gone before. Trislise Evans Senior Vice President; Audit Director Speakers: Le Nette Rutledge Consumer, GWIM & Anticipatory, Assistant Vice President, TDOE—Solutions Bank of America Delivery, Wells Fargo & Company Anne Walker CFO, Market President, New York City, Virgie L. Maney, CPC CFO Chief Operating Officer and Corporate Learning & Development Manager, Corporate Financial Planning Executive, Bank of America HR Talent Development and Organization Effectiveness, Wells Fargo & Company44

SPEAKER BIOS ANJALI BESLEY LE NETTE RUTLEDGE Enterprise Independent Testing Assistant Vice President, Executive, Bank of America TDOE–Solutions Delivery Wells Anjali Besley is the Enterprise Indepen- Fargo & Company dent Testing executive in Global Risk Le Nette is a Learning & Development Sr. Management at Bank of America. In this Consultant within Talent Development & role, Anjali is focused on driving opera- Organization Effectiveness (TDOE). She tional excellence across the enterprise facilitates courses/programs and pro-through enhancing enterprise testing and driving responsible viding leadership coaching that reinforces the vision and valuesgrowth within our risk framework. Prior to this role, Anjali was of the Company for team members across all levels of the orga-the Financial Center Operations & Business Controls execu- nization. Prior to joining Wells Fargo, Le Nette served as a leadertive, where she led Consumer controls and Financial Center of learning teams for Fortune 100/500 companies to includeOperations to drive responsible growth, build our talent, and QVC, Inc., Lowe’s Companies, Inc., and Family Dollar Stores,manage risk in an operationally sound environment. She also Inc. Le Nette holds a bachelor of arts in political science fromserved as the Consumer Banking Southeast Region executive. Norfolk State University and has begun work on her mastersAnjali holds a degree in business administration from Clem- degree in industrial/organizational psychology. She holds Leanson University. Six-Sigma green belt, Senior Professional in Human Resources (SPHR) and various coaching certifications. trislise evans Senior Vice President; Audit Director Ayanna stephens Consumer, GWIM & Anticipatory, SVP, Human Resources Executive, Bank of America Merrill Lynch Wealth Management, Trilise Evans is an Audit Director on the Bank of America Consumer, Global Wealth & Investment Ayanna Stephens is a Human Resourc- Management and Anticipatory Audit es Executive at Bank of America Mer- Team, leading trust and fiduciary audit rill Lynch. In this role she supports theactivities across Bank of America. Trilise directs audit strategy Strategic Performance Organization andand leads teams that execute audit services for significant lines the Southeast Division of Merrill Lynch Wealth Managementof business, partnering with Audit’s senior leadership to develop, (MLWM) encompassing eighteen markets across the southeastimplement, and communicate mission and strategies. She fos- including the Carolinas, Georgia, Louisiana, Mississippi, Florida,ters relationships with regulatory agencies, external consultants Puerto Rico, and the US Virgin Islands. She has influence overand other internal risk management groups. Trilise has a bache- performance and talent management, employee relations, hir-lor’s degree in accounting, is a Certified Public Accountant (CPA), ing, retention, and compensation processes for over 4,500 em-Certified Trust Auditor, and a member of the National Association ployees in the region. Ayanna holds a bachelor’s of social workof Black Accountants, Inc., Institute of Internal Auditors, and the from Lehman College, City University of New York.Bank’s Black Professionals Group. She is also a volunteer AuditCommittee Member - YMCA of Greater Charlotte. Anne Walker Market President, New York City, VIRGIE L. MANEY, CPC CFO Chief Operating Officer and Learning & Development Manager, Corporate Financial Planning Corporate HR Talent Development Executive, Bank of America and Organization Effectiveness, As Market President, Anne Walker is Bank Wells Fargo & Company of America’s leader for the New York City Virgie is responsible for coaching and Market. She connects businesses, fami- managing a team who provides leader- lies, and individuals to the banking and investment teams that ship coaching and facilitates leadership will help improve their financial lives. Anne also spearheads theand professional development programs to develop “Wells Fargo” deployment of Bank of America’s resources across the marketleaders across our organization of over 250,000 team members. and the region to address social and economic concerns andPrior to her current role she was responsible for leading a team of helps build strong communities. In addition to her Market Presi-program managers and project managers who oversee and im- dent role, Anne is the Chief Operating Officer for the CFO Groupplement the leadership and professional development programs and Corporate Financial Planning Executive. Anne received herfor Wells Fargo. She graduated from Golden State School of The- master‘s degree in business from Columbia Business School andology and holds certifications in both Training & Development a bachelor’s of arts degree from Harvard University.and Human Resource Management from UC Berkeley Extensionand Cal State Hayward East Bay Extension, respectively. 45

CPA EXAMINATION REVIEW Are you ready to take the CPA Exam? Are you ready to take the CPA Exam? Becoming a CPA can Wednesday, June 13 open up unlimited possibilities for your career, but getting there takes preparation, focus and dedication. Join Becker at 8:30am–10:00am “CPA 101” — Overview of CPA the 2018 NABA National Convention to help you through the Examination & Strategies for Success entire process—from understanding the necessary educational 10:15am–11:30am Mock Exam: Financial requirements to passing the CPA Exam. Becker CPA Exam 12:45am–2:00pm Mock Exam: Audit Review is a global leader in quality professional education, 2:15pm–3:30pm Mock Exam: Regulation empowering people to advance their careers. 3:45pm–5:00pm Mock Exam: Business Presenters: Michael Brown Thursday, June 14 Felix La Croix Tom Cox 8:30am–9:15am FAR Sample Class 9:15am–9:45am FAR Mock Exam NABA Members 10:00am–10:30am FAR Mock Exam, continued receive a discount on 10:30am–11:00am FAR Further Q&A + Problem Solving CPA Exam Review materials! 12:00pm–1:00pm AUD Sample Class 1:00pm–2:15pm AUD Mock Exam Learn more at 2:15pm–2:45pm AUD Further Q&A + Problem Solving the NABA Booth Unable to attend a session? Visit us at becker.com for more CPA Exam resources! Friday, June 15 8:30am–9:15am BEC Sample Class 9:15am–10:15am BEC Mock Exam 10:15am–10:45am BEC Further Q&A + Problem Solving Saturday, June 16 8:30am–9:30am REG Sample Class 9:30am–10:45am REG Mock Exam 10:45am–11:45am REG Further Q&A + Problem Solving 12:00pm–1:00pm “CPA 101” — Overview of CPA Examination46

The 2018 NABA National Convention and Expo would not be possible without the tireless efforts of our 2018 vendors and staff. We thank you for all that you do!GES Paradigm Production NABA StaffAlthea Pugh Group Lauren Yost, SPHRShawn Greer Brian Lewis Chief Operating OfficerRichie Washington Rob Merrick Kim R. WilsonDeAnn Kazungu Carlos Sandoval Chief Programs OfficerStefanie Moss Richard Bailey Shon McGhee Kerry Abbott ControllerThe Brown Wynn Lauren Burke SilvaAgency Parker Conference Director, Business DevelopmentToni Brown Management, Inc. Shaun LaneTina Wynn Brian Parker, CMP Director, CommunicationsKeyona Donaldson Sharmagne Taylor, CMP Michele OcchinoRoberta Bordeaux Rodney Rackley, CMP Director, Membership Eugenia Vance, CMP Brandi WilliamsThe Staff at Orlando Debra Collins, CMP Manager, Chapter RelationsWorld Center Marriott Lynette Perry eShow Manager, Membership OperationsPhotography Robyn Pearson Darell ScottNancy Brown, 1060FOTO Manager, Communications NABA Consultants Octavia BizzellShoreline Graphics Cedric Mobley Member Services SpecialistPatrice Guadagni Felicia Santana Crystal BriscoePatrick Mavros Design Heather Murphy-Walker Executive Services Administrator Lori Burke Starr Purdue 47

2018 naba cpe technical sessions Thursday, June 14 CPE SESSION TIME SESSION TITLE CREDITS 8:00am–8:50am Build Your Personal Brand: 6 Steps to Get Started 1 1 From Financial Expert to Strategic Business Leader: Leader Evolution 1 1 High Performance Time Management: Boosting Your Personal Energy 1 1 Risk Assessments and Internal Controls—Are We Speaking the Same Language 9:00am–9:50am 1 10:15am–11:55am Smarter Decision-Making and Creative Problem Solving for Leaders 2 2 The Certified Management Accountant (CMA) Designation—Your Ticket 2 to a Successful Career in Management Accounting 2 State of the Profession 2 2 12:45pm–1:35pm Auditing Hot Topics 1 1 Disruptive Innovation 2018 1 1 From Technical Expert to Financial Leader: How to Manage and Broaden 1 1:50pm–2:40pm Your Career 1 1 MacGyvering: The Art of Being Resourceful in a Crisis 1 1 The Emergence of AI in Finance 1 1 The Secret Sauce to Discovering the Unwritten Rules of Corporate America Consumer Influences on Equity Markets How to Lead, Coach, and Develop a Winning Team Take Control of Your Career by Taking Risk 30 New Roles for Strategic Finance Top Skills Needed in the Age of Artificial Intelligence Career Strategies in a Technology & Innovation Driven Economy Enhancing Your Personal Brand Great Expectations: An Overview of Retirement Strategies and Market Insights How to Build a Base of Personal Credibility and Trust Introduction to Modern Corporate Treasury Turning Feedback into Personal and Professional Change 48

Friday, June 15 CPE SESSION TIME SESSION TITLE CREDITS 8:00am–8:50am A Best in Class Professional 1 1 Excel—Using Charts for a Non-Financial Audience 1 1 Leadership Mindfulness 1 1 9:00am–9:50am Nuances of Negotiating 1 Reinvent Yourself—Create the Life You Want 1 1 10:00am–10:50am Tax Reform with a Business Lens 1 1 A Career of Possibilities: The CPA License and Strategies for Tackling the CPA Exam Blockchain Technology—What Every CPA Should Know Design Your Career Have a Seat at the Table—Increase Your Influence in the Accounting Profession Transforming Information into Intelligence Saturday, June 16 CPE SESSION TIME SESSION TITLE CREDITS 9:00am–10:40am Brand You 2 ETHICS: 50 Shades of Grayer 2 Living a Life of Wholeness 2 Microsoft PowerBI—Get Started with the Right Data 2 11:00am–12:40pm Big Data and Data Analytics—What They’re All About 2 Bridging the Workplace Gap: Millennials and You! 2 How to Dump SALY and Find a New Creative Approach to Accounting 2 The Story Behind the Numbers—Financial Statement Analysis 2 49