2018 NABA Convention Sourcebook

CPE TECHNICAL SESSIONS Thursday, June 14 Build Your Personal Brand: High Performance Time Management: 6 Steps to Get Started Boosting Your Personal Energy Thursday, June 14 / 8:00am–8:50am Thursday, June 14 / 8:00am–8:50am Speaker: Alice Grey Harrison, APR Speaker: Greg Conderacci Director, Corporate Communications, Thought Leader, Business Learning Institute DHG CPE Credits: 1 CPE Credits: 1 Level: Basic Level: Basic Field of Study: Personal Development Field of Study: Communications & Marketing Sponsor: Sponsor: Old fashioned time management is “sooo 20th Century.” These We all know how important branding is for our businesses. But days, energy management that makes all the difference. In a have you ever stopped to consider the importance of personal world of rapid change, the orderly management of scarce time branding? With today’s digital foot print which infinity lives on is almost obsolete—here are too many surprises. Even worse, the web, it is critical to put forth a brand that defines who you while carefully husbanding your time, you can easily miss are and represents your mission – both for your career and your opportunities. The secret of success is focusing and increasing personal life. This session will highlight techniques to develop your most precious commodity: your energy. and cultivate your own personal brand with real life examples and take-aways jumpstart your branding journey. From Financial Expert to Strategic Risk Assessments and Internal Controls— Business Leader: Leader Evolution Are We Speaking the Same Language? Thursday, June 14 / 8:00am–8:50am Thursday, June 14 8:00am–8:50am Speaker: Alan Patterson, Ph.D. Speakers: Paula Cropper Thought Leader, Business Learning Institute Audit Manager, Strategy & Operations-Audit CPE Credits: 1 Services Group , Wells Fargo Level: Basic Kam Johnson Field of Study: Personal Development Sr . Vice President-Director of Supervision Risk and Surveillance, Wells Fargo Sponsor: Tamara Brisibe VP, Senior Audit Manager, Wealth & Most individuals who move into leadership positions experience Investment Mgmt-Audit Services Group, the modern day version of trial by ordeal—it’s sink or swim. To Wells Fargo reduce the learning curve and create a more effective process, Delethia Johnson this session will offer a pragmatic approach for self-motivated Senior Audit Manager, Wells Fargo individuals to take control of their professional development by CPE Credits: 1 giving them the concepts, tools, techniques, and assignments to Level: Intermediate develop their leadership effectiveness where it counts the most Field of Study: Internal Controls and Risk Assessment —on the job. Sponsor: Join us as we discuss how outside agency changes impact audit, which in turn impacts how the business manages internal controls and risk assessments.50

/ CPE TECHNICAL SESSIONS / Thursday, June 14 continuedSmarter Decision-Making and State of the ProfessionCreative Problem Solving for Leaders Thursday, June 14 / 9:00am–9:50amThursday, June 14 / 8:00am–8:50am Speakers: Stephen L. Harris, CPA, CGMA Speaker: Jennifer Elder, CPA, CMA, CIA, CFF, CGMA NABA Chairman of the Board Thought Leader, Business Learning Institute CPE Credits: 1 CPE Credits: 1 Level: Basic Level: Basic Field of Study: Personal Development Field of Study: Personal Development Sponsor: Sponsor: Accounting and finance are evolving faster than ever, and blacksBusiness professionals need to be able to respond to today’s in those fields must keep pace with the profession even as theyrapidly changing business environment by making quick and navigate other societal and workplace issues. NABA Chairmansmart decisions. This session will help you understand and build Steven L. Harris will lead a discussion about the emergingdecision-making, critical-thinking, and creative problem-solving professional landscape and how NABA members can use changeskills. Methods of assessing and resolving problems will be as an opportunity to lead and advance in their careers. He willintroduced as well as learning to ask the right questions. also provide perspectives on the global outlook for job growth in accounting and finance, the relevancy of traditional skills, the rise of entrepreneurs, and the “gig” economy. In addition, he will preview NABA’s 50th Anniversary with a look at what has changed and what hasn’t for blacks in the profession over the past 49 years.The Certified Management Accountant Auditing Hot Topics(CMA) Designation—Your Ticket toa Successful Career in Management Thursday, June 14 / 10:15am–11:55amAccounting Speakers: Phillip Mahere Amirh CollisThursday, June 14 / 8:00am–8:50am Partner, PwC Sr. Manager, Audit, PwC Speaker: LindaDevonish-Mills,CMA,CPA,CAE,MBA Latasha Brown Clarissa Clark Director, Technical Accounting Activities, Sr. Manager, PwC Risk Assurance, PwC Institute of Management Accountants CPE Credits: 1 Taisha Walker Level: Basic Sr. Manager, PwC Field of Study: Accounting (Technical) CPE Credits: 2 Sponsor: Level: BasicFor more than 40 years, the CMA (Certified ManagementAccountant) certification has been the global benchmark for Field of Study: Auditing (Technical)management accountants and financial professionals. Why?Because CMAs can explain the “why” behind numbers, not just Sponsor: the “what”. That can give you greater credibility, higher earning This interactive session, designed to engage participants via thepotential, and ultimately, a seat at the leadership table. Learn use of polling technology, will focus on providing an update onabout the criteria required to become a CMA candidate and auditing standards most relevant to the profession. This sessioncontent in a two-part exam. Learn how students can qualify for will also include a discussion of standard setting projects on theCMA scholarships. horizon and other hot topics. 51

/ CPE TECHNICAL SESSIONS / Thursday, June 14 continued Disruptive Innovation 2018 MacGyvering: The Art of Being Resourceful in a Crisis Thursday, June 14 / 10:15am–11:55am Thursday, June 14 / 10:15am–11:55am Speakers: Desmond Clarke Senior Manager, Amazon Speaker: Greg Conderacci Jesse Rhodes Thought Leader, Business Learning Institute Senior Manager, Finance Operations, CPE Credits: 2 Amazon Level: Intermediate CPE Credits: 2 Field of Study: Personal Development Level: Basic Field of Study: Computer Systems Sponsor: Sponsor: Angus MacGyver, the TV secret agent of the late 80s and early 90s, somehow always managed to extricate himself An update for 2018 of current trends in the media/entertainment from crises using only his trusty Swiss Army Knife, duct tape, and Fintech industry, including a focus on the continued evolution paper clips and his wits. “MacGyvering” involves applying the of internal controls in this space. very useful approach of this mythical hero. In today’s “do- more-with-less” business environment, he is the model for the resourcefulness firms and clients often demand from finance professoinals. From Technical Expert to Financial The Emergence of AI in Finance Leader: How to Manage and Broaden Your Career Thursday, June 14 / 10:15am–11:55am Thursday, June 14 / 10:15am–11:55am Speaker: Brian Moring Training and Development Specialist, Speaker: Alan Patterson, Ph.D. Accelerate Thought Leader, Business Learning Institute CPE Credits: 2 CPE Credits: 2 Level: Basic Level: Basic Field of Study: Finance Field of Study: Personal Development Sponsor: Sponsor: In this informative and interactive session, we explore the Technical expertise is a necessary requirement for professional development of artificial intelligence (AI) in finance. We begin development, particularly because it contributes to building your by discussing how AI started being used in finance, move base of credibility. Beyond a certain point in your career, however, to the current state of AI in the industry and then we explore managing relationships and strategic thinking become more the future of AI in finance. We will demonstrate how AI can be critical. Even in high-level individual contributor roles, selling used to enhance your work and make you work more efficiently. ideas and influencing others, is the heart of leadership, are the The AI features already available to you within Excel will be competencies that define long-term career growth. demonstrated and we will show how these features will help you.52

/ CPE TECHNICAL SESSIONS / Thursday, June 14 continuedThe Secret Sauce to Discovering the How to Lead, Coach, and Develop aUnwritten Rules of Corporate America Winning TeamThursday, June 14 / 10:15am–11:55am Thursday, June 14 / 12:45pm–1:35pm Speakers: Jamal Burise Speaker: Alan Patterson, Ph.D. Manager, Advisory Risk Consulting, KPMG Thought Leader, Business Learning Institute Ayanna Wilcher CPE Credits: 1 Inclusion and Diversity Business Unit Manager, Level: Intermediate KPMG Field of Study: Personal Development CPE Credits: 2 Level: Basic Sponsor: Field of Study: Leadership Great leaders are great coaches and teachers. They see the Sponsor: development of talent as THE job, not just another duty. They focus on creating the conditions for success for their teamDo you know what it takes to succeed in corporate America? and master the techniques of motivation, communication, andDo you feel like you are stuck in your career and not moving delegation. Winning? That’s successful execution, the result of aahead? Sometimes there are subtle rules and guidelines we well-coached team with clear assignments, clear expectations,violate that keep us from moving forward. If you want to know and aligned activities.the secret ingredients and methods to stay head, this is theright class for you. The basis behind most of the ‘unwrittenrules’ you will be exposed to are the perceptions a personleaves or creates based on an action or inaction.Consumer Influences on Equity Markets Take Control of Your Career by Taking RiskThursday, June 14 / 12:45pm–1:35pm Thursday, June 14 / 12:45pm–1:35pm Speaker: Robin Diedrich Senior Analyst - Equity Research, Speaker: Jeannine Brown Edward Jones CEO, Coach, Consultant & Speaker CPE Credits: 1 CPE Credits: 1 Level: Basic Level: Basic Field of Study: Finance Field of Study: Personal Development Sponsor: Sponsor: This seminar examines how shifts in consumer demographics, This session will include a career mapping exercise that willbehaviors and economic factors impact the stock market. allow the participant to diagram what they have accomplished in their careers to date and what they have to do to ensure their career blueprint takes them in the direction that they want to go. 53

/ CPE TECHNICAL SESSIONS / Thursday, June 14 continued30 New Roles for Strategic Finance Career Strategies in a Technology & Innovation Driven EconomyThursday, June 14 / 12:45pm–1:35pm Thursday, June 14 / 1:50pm–2:40pm Speaker: Jennifer Elder, CPA, CMA, CIA, CFF, CGMA Thought Leader, Business Learning Institute Speakers: Nathalie A. Gauthier CPE Credits: 1 Officer of Securities Finance, State Street Level: Intermediate Frank Dike Field of Study: Finance Managing Director of State Street Risk & Controls, State Street Sponsor: Darreck Mitchell Vice President of State Street GlobalThe world has changed,but has yourfinance department changed Advisors Sales, State Streetwith it orare they doing the same things the same way they always Sharhea Wadehave? Being technically competent is no longer enough; you have Assistant Vice President of State Streetto be able to connect with people throughout your organization. Investment Portfolio Management, State StreetThis session is designed to build on what you are already doingright and to add specific steps you can implement immediately to CPE Credits: 1 have a positive impact on your organization’s future. Level: Basic Field of Study: Personal Development Sponsor: Top Skills Needed in the Age of When was the last time you did an inventory checkof the experienceArtificial Intelligence & skills that you have acquired? What makes you exceptional? How does that connect with new technologies companies areThursday, June 14 / 12:45pm–1:35pm using? Have you brushed up on how you are communicating your value? In this fast-moving world of new technologies & systems Speaker: Greg Conderacci transformation, how will you remain competitive? This interactive Thought Leader, Business Learning Institute and dynamic panel will explore some of the ways industry CPE Credits: 1 professionals have been able to successfully leverage their Level: Basic experience to stay ahead of the technology and innovation curve. Field of Study: Personal Development Enhancing Your Personal Brand Sponsor: Thursday, June 14 / 1:50pm–2:40pmHow will artificial intelligence transform the accounting and Speakers: Lindsay Abt, CPAfinance industry, your organization and your career? How will Assurance Partner, EYAI affect your job? Will blockchain “block” your career? What are Samantha Melville, CPAthe ethical implications foryou, yourcolleagues and yourclients? Assurance Manager, EYSome see AI becoming as pervasive and transformational in the CPE Credits: 1 21st century as electricity was in the 20th. This session focuses Level: Basicon the sweeping impact of AI on our lives—and the steps we Field of Study: Leadershipmight take to prepare for it. Sponsor: The workshop will discuss what executive presence is and why it is important in one’s career. During the workshop participants will learn how to present yourself to highlight your talent and also learn how to show others that you have the knowledge, skills, and style-switching abilities to exceed expectations in a variety of context and continued evolution in this space.54

/ CPE TECHNICAL SESSIONS / Thursday, June 14 continuedGreat Expectations: An Overview of Introduction to Modern CorporateRetirement Strategies and Market TreasuryInsights Thursday, June 14 / 1:50pm–2:40pmThursday, June 14 / 1:50pm–2:40pm Speaker: Lena Rizkallah Speaker: Eric Lenard VP and Retirement Strategist, Senior Director, Corporate Treasury, JP Morgan Asset Management Johnson & Johnson CPE Credits: 1 Gena Pemberton Level: Basic Director, Finance and Leadership Field of Study: Finance Development Programs, Johnson & Johnson CPE Credits: 1 Sponsor: Level: BasicLife expectancies in the United States continue to increase as Field of Study: Financemore people are living to older ages than ever before. The GreatExpectations: Retirement Strategies and Market Insights seminar Sponsor: will explore critical retirement planning principles every successfulinvestor and retiree must ask and answer. We will share insights Join Johnson & Johnson for an informative and interactive sessionfrom select slides in the award-winning* Guide to Retirement, as we demystify the world of Corporate Finance and providealong with commentary to help you make informed decisions and valuable insights into what this exciting career path has to offer.take positive actions. Turning Feedback into Personal andHow to Build a Base of Personal Professional ChangeCredibility and Trust Thursday, June 14 / 1:50pm–2:40pmThursday, June 14 / 1:50pm–2:40pm Speaker: Alan Patterson, Ph.D. Speaker: Maureen Marotta, Ed. D. Thought Leader, Business Learning Institute Director, Leadership Capability, CPE Credits: 1 Individual Solutions Group (ISG), Prudential Level: Intermediate Monica Curry Field of Study: Personal Development Director, Leadership Capability, Prudential Yeta Eweka Sponsor: Vice President, Investment Operations,Building credibility is a fundamental requirement for success Prudentialin any role. Credibility is intentional, not a random process Sanjaye Thomasthat “just happens.” You build credibility by delivering value Director, Prudentialto others and helping them solve their problems, not by being CPE Credits: 1 the smartest person in the room. Native intelligence and Level: Basicexperience only get you so far. Without credibility, people Field of Study: Personnel/Human Resourcesstagnate in their careers. They become frustrated. They getpassed over for promotions. Sponsor: Feedback, constructive or otherwise, is sometimes a challenge to receive or hear. It’s instinctive to be reactive, but it’s important to remember the benefit of getting feedback and listen for understanding. The purpose of today’s session is to position you to more effectively and confidently receive feedback. And to do so with tact and grace. 55

Bryan Smith, CPA, CITP, CISA, Virtual CIO Friday, June 15 A Best in Class Professional Leadership Mindfulness Friday, June 15 / 8:00am–8:50am Friday, June 15 / 8:00am–8:50am Speaker: Jeannine Brown CEO, Coach, Consultant & Speaker, Speakers: Tiffany Harrison-Bradshaw Everyday Lead Chief Financial Officer, Boeing CPE Credits: 1 Christine Daines Level: Basic Vice President, Boeing Field of Study: Personal Development Paul Colin Director, Boeing Sponsor: Barbara Wilson Some people thrive no matter where they work. What’s the Director, Boeing secret sauce? The session will discuss 4 characteristics of CPE Credits: 1 preeminence and help participants identify how to adapt and Level: Basic align these characteristics to create success no matter where Field of Study: Business Management & Organization they work. Sponsor: Excel – Using Charts for a Non-Financial Audience In our evolving and complex business environment, effective and impactful leaders cannot suppress or ignore their inner Friday, June 15 / 8:00am–8:50am experiences. Possessing emotional agility allows a leader to Speaker: Bryan Smith, CPA, CITP, CISA,Virtual CIO approach business challenges in a mindful, values-driven, and Thought Leader, Business Learning Institute productive manner, which is essential to business success. This CPE Credits: 1 panel will discuss the necessary skills to positively identify how Level: Intermediate mental effectiveness and emotional agility strategies manifest Field of Study: Computer Science and Applications themselves in your personal and professional life. Sponsor: Nuances of Negotiating As the saying goes,“A picture is worth a thousand words.” People tend to better understand your point when visuals are used. We Friday, June 15 / 8:00am–8:50am will explore the many capabilities of presenting your data without showing rows and rows or columns and columns of data. Help Speaker: Peter Margaritis, CPA, CGMA, MAc your audience visualize the meaning of the data, whether it is a Thought Leader, Business Learning Institute trend, an exception, a distribution or a good vs. bad relationship. CPE Credits: 1 Level: Basic Field of Study: Communications and Marketing Sponsor: The art of negotiating with customers, clients, business partners, and colleagues is a vital skillset for the business professional. Successful business negotiations will help you drive your business success and your career. This session will provide you with key tips and techniques you can use to improve your negotiating strategy, skills and confidence.56

/ CPE TECHNICAL SESSIONS / Friday, June 15 continuedReinvent Yourself—Create the Life A Career of Possibilities: The CPA LicenseYou Want and Strategies for Tackling the CPA ExamFriday, June 15 / 8:00am–8:50am Friday, June 15 / 9:00am–9:50am Speaker: Jennifer Elder, CPA, CMA, CIA, CFF, CGMA Speaker: Adell Battle, CPA, CGMA Thought Leader, Business Learning Institute Senior Manager, Exam Content, AICPA CPE Credits: 1 CPE Credits: 1 Level: Basic Level: Basic Field of Study: Personal Development Field of Study: Personal Development Sponsor: Sponsor: Are you where you want to be professionally? The world has Are you considering becoming a CPA or know someone who is?gone VUCA – volatile, uncertain, complex, and ambiguous. So Hear why the CPA can lead to a rewarding career of opportunity.how can you stay the same? For continued success you need It all starts with the Uniform CPA Examination. Learn moreto be able to adapt, grow, and pivot. This session will help about candidate testing and gain some helpful strategies toyou identify your unique strengths, discover opportunities for navigate the exam.growth, and build a new brand.Tax Reform with a Business Lens Blockchain Technology — What Every CPA Should KnowFriday, June 15 / 8:00am–8:50am Friday, June 15 / 9:00am–9:50am Speakers: Todd Metcalf Partner, PwC Speaker: Bryan Smith, CPA.CITP, CISA, Virtual CIO CPE Credits: 1 Thought Leader, Business Learning Institute Level: Basic CPE Credits: 1 Field of Study: Technical Computer Software & Applications Level: Basic Field of Study: Specialized Knowledge Sponsor: Sponsor: The passage of theTax Cuts and Jobs Act had a wide-spread impacton US businesses. Understanding the changes to the competitive One of the most talked about new technologies that has thedynamics of your industry, how repatriated cash might be used for potential to significantly disrupt the accounting industry isimmediate and long-term growth and how your global operating blockchain. This session is designed to bring you up to speed onfootprint, sourcing and supply chain strategies might change are what this revolutionary technology is all about. Learn about thejust some of the issues businesses are grappling with. Join us for concepts, nomenclature, technology and potential applicationsa conversation on how tax reform is impacting US businesses and related to blockchain. This will prepare you to participate indriving key business decisions. conversations about blockchain with your colleagues, peers, and others. 57

/ CPE TECHNICAL SESSIONS / Friday, June 15 continued Design Your Career Transforming Information into Intelligence Friday, June 15 / 9:00am–9:50am Friday, June 15 / 10:00am–10:50am Speakers: Kiera Fernandez Sr. Director, Human Resources, Target Speakers: Tim Abrahams Jermaine Brown Partner, PwC Director, Supply Chain Finance, Target Christine Munyikwa CPE Credits: 1 Senior Associate, Forensic Services, PwC Level: Intermediate CPE Credits: 1 Field of Study: Career Planning Level: Basic Field of Study: Cyber Security Sponsor: Sponsor: Careers are evolving with our changing times and require us to get grounded in how we best ensure we are garnering a Bringing data analysis and analytical skill sets to the table collection of experiences that lead to personal growth and provides a competitive edge. Applying artificial intelligence fulfillment. This workshop will help with ways to think through driven analytical solutions and techniques to your information and approach your career from a place of strength and can help in providing you with the right answers to allow you inspiration. This will be a hands-on journey using a variety of to make informed decisions. There is a strong market demand learning methods. Don’t miss out on this fun, insightful, and for professionals who both understand business issues and interactive session! can tell the story through data analytics. This course will have an accounting and forensics focus. Have a Seat at the Table—Increase Your Influence in the Accounting Profession Friday, June 15 / 10:00am–10:50am Speaker: Kim Drumgo Director, Diversity and Inclusion Initiatives, AICPA CPE Credits: 1 Level: Basic Field of Study: Personal Development Sponsor: This is an opportunity where you don’t have to fight for a seat at the table, this is your formal invitation to have a seat at the table. Each year the American Institute of CPAs seeks accounting professionals to volunteer on over 130 committees and taskforces that assist and guide the AICPA in setting ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments.58

Saturday, June 16Brand You Living a Life of WholenessSaturday, June 16 / 9:00am–10:40am Saturday, June 16 / 9:00am–10:40am Speaker: Nicole Long, MBA Speaker: Jeannine Brown Group Finance Director, The Coca-Cola Co. CEO, Coach, Consultant & Speaker CPE Credits: 2 CPE Credits: 2 Level: Basic Level: Basic Field of Study: Communications & Marketing Field of Study: Personal Development Sponsor: Sponsor: Do you know what people say about you when you are not in the Take a deep breath and exhale. Have you ever felt consumedroom? You have a personal brand whether you realize it or not. If with the demands of work and life? Many high performingyou don’t manage your brand, others will. This session will teach professionals struggle with creating balance, structure andyou how to successfully manage and communicate your brand. boundaries that leads to self care and satisfaction. This session will reinforce the skills of mindfulness and self care that leads to wholeness no matter what work and life brings.ETHICS: 50 Shades of Grayer Microsoft PowerBI—Get Started with the Right DataSaturday, June 16 / 9:00am–10:40am Saturday, June 16 / 9:00am–10:40am Speaker: Peter Margaritis, CPA, CGMA, MAc Thought Leader, Business Learning Institute Speaker: Bryan Smith, CPA.CITP, CISA, Virtual CIO CPE Credits: 2 Thought Leader, Business Learning Institute Level: Basic CPE Credits: 2 Field of Study: Behavioral Ethics Level: Intermediate Field of Study: Computer Software & Applications Sponsor: Sponsor: This is the sequel to Ethics: 50 Shades of Gray. We will discussupdates from Wells Fargo, Theranos, and Scott London cases Before you can analyze data, you first must get the data. Thisintroduced in the previous class, and continue the discussion session focuses on getting data into a data model and thenabout ethical considerations in the accounting profession. We working with that data. Learn the importance of having data inwill explore new real-world cases that are in the news, such a data model versus in a spreadsheet. Basic features of Poweras Caterpillar, accused of tax and accounting fraud and other Query (or Get and Transform in Excel 2016) will be introducedcurrent fraud cases. and how it removes many of the roadblocks to getting data. 59

/ CPE TECHNICAL SESSIONS / Saturday, June 16 continued Big Data and Data Analytics— How to Dump SALY and Find a New What They’re All About Creative Approach to Accounting Saturday, June 16 / 11:00am–12:40pm Saturday, June 16 / 11:00am–12:40pm Speaker: Bryan Smith, CPA.CITP, CISA, Virtual CIO Speaker: Peter Margaritis, CPA, CGMA, MAc Thought Leader, Business Learning Institute Thought Leader, Business Learning Institute CPE Credits: 2 CPE Credits: 2 Level: Basic Level: Basic Field of Study: Information Technology Field of Study: Personal Development Sponsor: Sponsor: Unless you have been living under the proverbial rock, you have Are you stuck in a rut of “Same As Last Year” and missing poten- probably been hearing the terms “big data” and “data analytics” tial opportunities or not asking the right questions and missing tossed around quite a bit lately.This is because they’re the hottest potential areas of risk? Do you wish you were more creative trend in information analysis. For CPAs and finance professionals, in your thinking so you can uncover opportunities or potential the ability to unleash the power of big data and data analytics area of risk? This session will demonstrate proven methods that provides an unprecedented opportunity to enhance their market professionals can use to unlock their creativity and innovation. value. This session provides a primer on what this is all about. Bridging the Workplace Gap: The Story Behind the Numbers— Millennials and You! Financial Statement Analysis Saturday, June 16 / 11:00am–12:40pm Saturday, June 16 / 11:00am–12:40pm Speaker: Melinda Haag Speaker: Nicole Long, MBA Director, Crowe Horwath Group Finance Director, The Coca-Cola Co. CPE Credits: 2 CPE Credits: 2 Level: Basic Level: Basic Field of Study: Personal Development Field of Study: Communications & Marketing Sponsor: Sponsor: Who are Millennials? What are they looking for in a career? What Financial statements are full of information, but knowing the kind of corporate culture attracts and motivates Millennials? numbers alone is not enough. Understanding how to interpret How do you retain them? We will look at the Millennial “brand” statements will equip you to explain past performance and predict and talk about how to ensure full integration of millennials in the trends for the future. It is also key to be able to communicate workplace. This interactive session also includes a facilitated a results to non-finance professionals in the manner they best panel of millennials who will share and address their challenges. understand.60

2018 naba student program Wednesday, June 13 SESSION TIME SESSION TITLE 8:30–5:00pm CPA Examination Review Thursday, June 14 SESSION TIME SESSION TITLE 8:30am–2:45pm CPA Examination Review 9:00am–9:50am State of the Profession 11:00am–12:00pm Communicating Across Cultures 12:00pm–12:15pm NABA Student Welcome 12:15pm–2:45pm Student Networking Luncheon and Session: Discover Deloitte 3:00pm–5:00pm Opening General Session and Keynote Address Friday, June 15 SESSION TIME SESSION TITLE 8:00am–9:00am Keep it 100 at RSM 8:30am–10:45am CPA Examination Review 9:15am–10:45am Color Brave — A Dialogue on Race & Inclusion 9:15am–10:45am Exploring a Career in Corporate Finance Saturday, June 16 SESSION TIME SESSION TITLE 8:30am–1:00pm CPA Examination Review 11:00am–12:00pm Authentic Self & Professional Presence 11:00am–12:00pm Professional Services 101 61

STUDENT SESSIONS June 14–16 Communicating Across Cultures Keep it 100 at RSM Thursday, June 14 / 11:00am–12:00pm Friday, June 15 / 8:00am–9:00am Speaker: Seema Jain Speaker: Jason Alexander, CFE, CIA, CRMA, CISA Director, Multicultural Affairs, Principal, RSM Marriott International Robert Hurd, CPA Assurance Senior Associate, RSM Sponsor: Cameron McMillian, CPA This interactive presentation highlights what culture is, how Assurance Supervisor, RSM it is important to us and why cultural differences matter. Body Latasha Kelly, CPA gestures, time, expressions of emotions, and word choices are Tax Senior Associate, RSM just some of the communication techniques this session covers Kehinde Moore, MBA as well as how to avoid a marketing faux pas! Senior Associate, Risk and Business Consulting, RSM Student Networking Luncheon and Alexandria Sharif, MBA Session: Discover Deloitte Tax Senior Associate, RSM Thursday, June 14 / 12:15pm–2:45pm Sponsor: Have an open and honest discussion with RSM professionals on Presented by: PROFESSIONALS effective transition into the professional work environment. Learn and discuss topics such as effective communication, managing Have the opportunity to discover Deloitte by connecting with conflict in the workplace, executive presence and dress for leaders from Audit & Assurance, Consulting, Enabling Areas, success, personal and professional ethics, social media, and Risk and Financial Advisory and Tax. These professionals will many others. This is a great opportunity to ask the hard questions share industry trends, best practices and the services Deloitte you have always wanted to ask and get a candid, real answer. provides. Color Brave—A Dialogue on Race & Inclusion Friday, June 15 / 9:15am–10:45am Speaker: Tamara Burks Manager, Diversity Experienced Talent Acquisition, PwC Sponsor: Most individuals who move into leadership positions experience the modern day version of trial by ordeal—it’s sink or swim. To reduce the learning curve and create a more effective process, this session will offer a pragmatic approach for self-motivated individuals to take control of their professional development by giving them the concepts, tools, techniques, and assignments to develop their leadership effectiveness where it counts the most —on the job.62

/ STUDENT SESSIONS / June 14–16 continuedExploring a Career in Corporate FinanceFriday, June 15 / 9:15am–10:45am Speaker: Eric Lenard Senior Director, Corporate Treasury. Johnson & Johnson Gena Pemberton Director, Finance and Leadership Development Programs, Johnson & Johnson Sponsor: Join Johnson & Johnson for an informative and interactive sessionas we demystify the world of Corporate Finance and providevaluable insights into what this exciting career path has to offer.new brand.Authentic Self & Professional PresenceSaturday, June 16 / 11:00am–12:00pm Speaker: Michelle Ivey Campus Recruiting, EY Sponsor: It can be difficult to remember your own values and what makesyou unique. Join us as we take a deep dive into keeping your ownidentity as you grow in an organization.Professional Services 101Saturday, June 16 / 9:00am–10:45am Presented by: PROFESSIONALSCalling all students at the NABA National Convention! JoinDeloitte for a special workshop focused on you. You will havethe opportunity to network with our professionals, learn abouta day in the life at Deloitte and have the chance to win PRIZES! 63

SESSION SPEAKER BIOS TIM ABRAHAMS ADELL BATTLE, CPA, CGMA Partner, PwC Senior Manager - Exam Content, AICPA Tim Abrahams is a Partner based in Chi- cago in the PwC’s Forensic Services, Adell Battle joined the Association’s Ex- Advisory practice. He has more than 20 aminations Team in June 2000 and has years of experience in information risk contributed to the development of the management and governance, intellec- Uniform CPA Examination, leading to tual property and contract disputes, the cutting-edge licensing assessment complex data analysis, digital forensics, eDiscovery readi- it is today. As the Senior Manager for Exam Content, Adell ness, forensic accounting, and fraud investigations. His exper- works cross functionally with internal teams and other con- tise includes helping government and major public and private stituents to develop Exam content as well as maintains and corporations across various industries worldwide prepare for develops standard operating procedures for the Examinations and respond to unplanned events with a legal, regulatory, or content group. compliance element. LINDSAY ABt, cpa TAMARA BRISIBE Assurance Partner, EY VP, Senior Audit Manager, Wealth & Investment Mgmt-Audit Lindsay Abt is an Assurance Partner Services Group, Wells Fargo based in Orlando with 19 years of expe- rience serving clients in a variety of in- Tamara Brisibe is a VP, Senior Audit dustries. She has extensive experience Manager with Wells Fargo Audit Ser- managing both SEC and private audit vices in the Wealth and Investment engagements, including experience with Management Group with 15 years of SEC filings and specific accounting areas such as revenue rec- audit and risk management experience in both public ac- ognition, restructuring, purchase accounting, pension, deriva- counting and internal audit. Her experience has been primar- tives, stock compensation, income taxes, carve-outs and ac- ily focused in areas of investment management, asset man- counting changes. Lindsay holds a BBA in accounting from the agement, broker dealers, mutual funds and private equity with University of Iowa and an MBA from Columbia University. She leadership roles at PwC and Morgan Stanley in Pennsylvania, is a Certified Public Accountant (CPA) in Florida and New York San Francisco and New York. She earned an MBA from Indiana and is a member of the American Institute of CPAs (AICPA) and University of Pennsylvania and an undergraduate degree in ac- the Florida Institute of CPAs (FICPA). counting from Rivers State University and is a Certified Public Accountant (CPA) in Pennsylvania and California. JASON ALEXANDER, JEANNINE k. BROWN CFE, CIA, CRMA, CISA CEO, Coach, Consultant & Speaker, Principal, RSM Everyday Lead Jason Alexander has over 15 years of ex- Jeannine K. Brown is results-oriented perience in enterprise risk design, test with a true passion for people. She has and build projects, operational risk as- more than 17 years of experience as- sessments, enterprise risk management sisting global companies to maximize (ERM) education and training, and ERM revenues during expansions, mergers technology evaluation. He has experience in building glob- and acquisitions in public accounting at Deloitte, Trusted Busi- al best practice internal audit functions and SOX compliance ness Advisors and she’s owned and operated several small programs. Jason has significant international experience, con- businesses. Jeannine works closely with corporations and uni- ducting and leading audit, risk management and special project versities on talent development, individual and team coach- initiatives across North America, Europe, Latin America, Africa, ing, and workplace seminars on leadership and teaming. and Asia. Jason assists clients in industrial products, consumer products and retail industries with establishing and improving enterprise risk management framework, risk assessment, risk quantification, and integration of risk process with performance metrics.64

/ SESSION SPEAKER BIOS / continued JERMAINE BROWN JAMAL d. BURISE Director Supply Chain Finance,Target Manager, Advisory Risk Consulting, In his current role, Jermaine Brown is KPMG the Director of Supply Chain Finance at Jamal D. Burise is a Manager in KPMG’s Target. He leads the Finance team sup- Advisory Risk Consulting service group. porting Global Logistics, Indirect Supply Jamal has more than 10 years of expe- Chain, and Inventory Management. rience leading internal audits, enterprise risk management, business process re- LATASHA BROWN engineering, process analysis and improvement, audit readiness Senior Manager, Assurance, PwC and remediation engagements with commercial and federal gov- Latasha Brown currently serves as a ernment clients. He served two-year terms on KPMG’s Risk Con- member of PwC’s South Florida Assur- sulting Council and Employee Engagement Taskforce. Jamal led ance Practice. Latasha has more than the development of internal programs that are currently being 15 years of experience providing as- adopted Advisory-wide. He was recognized as the 2015 KPMG surance and accounting advisory ser- African-American Network Member of the Year. vices to firms in the financial servicessector, including several Fortune 100 firms. In leading high TAMARA BURKSperforming teams in the execution of audits, Latasha has de- Manager, Diversity Experiencedveloped a specialty in the planning and execution of integrat- Talent Acquisition, PwCed audit engagements. She is a Certified Public Accountant Tamara Burks has more than 15 years(CPA) licensed in the states of Florida, New Jersey, and New of recruiting and sourcing experienceYork. She currently services as the Membership Chair of the including recruitment and retention,NABA Miami, Florida Chapter. conflict resolution, change manage- ment, labor relations and benefits ad- MICHAEL BROWN ministration. She is currently a member of the U.S. firm’s Director of Product Management, diversity talent acquisition team where she is responsible for Becker Professional Education PwC’s disability and LGBT sourcing strategies. A graduate of Michael Brown is the Director of Prod- the University of Pittsburgh, Tamara holds certifications for uct Management with Becker Profes- diversity and internet recruiting. sional Education and has extensive experience in public accounting, cor- CLARISSA CLARK porate accounting, and education. Mi- Risk Assurance, PwCchael started out his career with EY, LLP in their Atlanta assur- Clarissa Clark currently serves as a mem-ance practice working with clients in manufacturing, financial ber of PwC’s Risk Assurance Practice.services, and retail. Following that, he spent several years in She has extensive knowledge in SOX, ITcorporate accounting, gaining experience as a controller in and operational risks, business process-both the real estate and service fields. Michael draws on both es, and internal controls in a wide varietythe variety of experience and variety of industries as he transi- of areas within an organization. She hastioned to education with Becker. more than 10 years of experience working primarily with large SEC registrants implementing several SOX systems, performing detailed analysis over system upgrades, and assisting clients with complex system remediation efforts. 65

/ SESSION SPEAKER BIOS / continued DESMOND CLARK GREG CONDERACCI Senior Manager, Amazon Thought Leader, Des Clark joined Amazon in March Business Learning Institute 2015. He is a Seattle-based Fintech For more than four decades, Greg Con- professional with a focus on payments deracci has been using the magic of and e-commerce. He is passionate communication to help people lead about the development of the global happier, more productive and more re- payment ecosystem and recent devel- warding lives. He is the author of Get- opments in cross-industry blockchain. Prior to Amazon, Des ting UP! Supercharging Your Personal Energy, which shares was a Senior Manager with PricewaterhouseCoopers. He has his high-energy secrets to accomplish more in less time, worked in tech and financial services across a number of in- reduce stress and achieve work-life balance. Greg’s train- dustries including banking, insurance, and global payments. ing focuses on key success skills like time/personal energy management, ethics, leadership, business development, and paul colin effective speaking and writing. He can help you, your team, Director, The Boeing Company or your company dramatically increase performance. Paul Colin is an Executive in Boeing’s Corporate Audit Department. In this paula cropper capacity, Paul is responsible for over- Audit Manager, Strategy & seeing the independent execution of Operations-Audit Services Group, the Corporate Audit mandate for the Wells Fargo Commercial Airplanes business. Prior Paula Cropper has been with Wells Far- to joining Boeing, Paul gained a wealth of experience leading go Bank for 25 years. She is an Audit high-functioning audit and compliance teams at complex, Manager with Wells Fargo Audit Ser- publicly traded, multi-national companies including Micro- vices (WFAS) group focusing on team soft, Nike, Walmart, DHL, and PwC. Paul’s passion is in lever- member solutions within the Strategy and Operations Group. aging the audit & risk management functions to support his In this role, Paula is responsible for managing the core re- business partners in achieving their strategic objectives by cruiting process across all domestic Audit offices within the providing value-enhancing guidance, recommendations and 9 different audit teams. Paula has a bachelor of science de- strategies aimed at balancing internal control responsibili- gree in accounting from Widener University. ties while remaining agile. AMIRH COLLIS MONICA CURRY Senior Manager, Audit, PwC Director, Leadership Capability, Prudential Amirh Collis is a senior manager in the Auditing Services, Methods, and Tools Monica Curry is the Director of Leader- (ASM&T) group within the National ship Capability for ISG in Ft. Washington, Quality Organization with 12 years of Pennsylvania. She is responsible for experience at PwC. Approximately 10 partnering with the business to increase years were spent in the assurance the organizations competitive advan- practice focused on audits of public companies primarily in tage by developing learning solutions that improve individual the Consumer Markets and Industrial Products industries. and organizational effectiveness, with a focus on best practices During her time in the practice, Amirh had a range of experi- as well as next practices, consistency and optimal use of talent. ence including multilocation engagements, auditing spin-off transaction and internal controls implementation. She also spent two years as the Florida Market Operations and Re- sources Leader, where she focused on all of the operational and deployment matters of the market.66

/ SESSION SPEAKER BIOS / continued CHRISTINE DAINES ROBIN DIEDRICH Vice President,The Boeing Company Senior Analyst - Equity Research, Christine Daines is the Vice President Edward Jones of Tiltrotor Programs for Boeing’s Verti- Robin Diedrich has more than 20 cal Lift division and the director of the years of experience as an equity ana- Bell Boeing V-22 program. Vertical Lift lyst, starting her career in the Edward is part of Boeing Military Aircraft (BMA), Jones Research department in 1993. a business unit of Defense, Space & Se- She is a limited partner and is respon-curity (BDS). Prior to her current role, Daines was the Chief sible for leading the firm’s research on the Consumer sec-Financial Officer (CFO) for the Vertical Lift Division, support- tor. In 2008, Diedrich was recognized in Forbes’ “The Besting Apache, Chinook, Osprey, and AH-6 Little Bird rotorcraft Brokerage Analysts” report as a top media analyst basedworldwide with operations in Philadelphia, Pa. and Mesa on three-year stock performance and earnings estimate ac-Az. Daines holds an MBA from The George Washington Univer- curacy. Diedrich holds bachelor’s and master’s degrees insity in Washington D.C., and degrees in international business accounting from Southern Illinois University-Carbondale.and french from Concordia College. She earned professional designations as a Certified Public Accountant (CPA) in 1992, a Chartered Financial Analyst in PAM DEVINE 1996 and a Certified Financial Planner (CFP) in 2015. Director of Learning and Development, Business Learning Institute KIM DRUMGO Pam Devine is responsible for the busi- Director, Diversity and Inclusion ness growth and sales strategy of Busi- Initiatives, AICPA ness Learning Institute. She is also re- Kim Drumgo is the Director of Diversity sponsible for partnerships with other and Inclusion Initiatives for the Ameri- non­profit organizations in Maryland and can Institute of Certified Public Accoun-works closely with BLI Thought Leaders in developing course tants (AICPA). In her role at the AICPA,content. Pam is a Certified I2a Facilitator for the Business Learn- she is responsible for working with uni-ing Institute (BLI) and has used her facilitation skills to benefit versities, state societies, specialty CPAs and accounting orga-Maryland Nonp­ rofits, MACPA members and National clients. nizations throughout the nation to develop best practices inShe, along with the BLI team, has facilitated and taught the Ma- the recruitment, retention and advancement of minorities injor Firms Group (top 100 CPA firms) for the AICPA, the AICPA the accounting profession. She also serves as the Vice chair ofLeadership Academy, and many other firms, corporations and the National Commission on Diversity and Inclusion.Nonp­ rofits. LINDA DEVONISH-MILLS, JENNIFER ELDER, CMA, CPA, CAE, MBA CPA, CMA, CIA, CFF, CGMA Director, Technical Accounting Thought Leader, Activities, Institute of Management Business Learning Institute Accountants Jennifer Elder, CPA, CMA, CIA, CFF, CGMA Linda Devonish-Mills has held various, is a keynote speaker, trainer, and busi- rewarding positions in the manage- ness coach dedicated to business trans- ment accounting profession. Since May formation. For over 20 years, she has2006, she has been with the Institute of Management Accoun- been helping businesses by peeling back the layers of “admin-tants (IMA) as Director, Technical Accounting Activities. She istrivia” and finding the hidden strengths and core values thatalso serves as IMA’s leader with its initiative regarding diversi- make you and your company awesome. Jennifer works with busi-ty and inclusion. Prior to working at IMA, Linda worked at the nesses to develop a compelling business strategy that is quick toAmerican Institute of Certified Public Accountants (AICPA) in implement and transforms your company from what you are now,the role of Senior Technical Manager. In that role, Linda devel- to what you have always wanted to be. Jennifer has been deliv-oped material for the Uniform CPA Examination. She also held ering customized training that make complicated topics easy topositions at Time Warner Inc. and EY. understand, relevant, and useful, for years. 67

/ SESSION SPEAKER BIOS / continued yeta eweka TIFFANY HARRISON- Vice President, Investment BRADSHAW Operations, Prudential Chief Financial Officer, Yeta leadsThe Prudential Plan Accounting The Boeing Company Trading and Core Accounting Operations Tiffany Harrison-Bradshaw is the Chief teams, providing operational support and Financial Officer for the 747 and 767 accounting for a variety of retirement and Programs within The Boeing Compa- investment products. She joined Pruden- ny’s Commercial Airplanes (BCA) divi- tial in August 2013. Prior to joining Prudential, she held a variety sion. Previously Harrison served as the chief financial officer of leadership positions in the asset management space. More for The Boeing Company’s Test & Evaluation (BT&E) division, recently, she was the Director of Operations and Technology at part of the Engineering, Test & Technology organization. Harri- Primus Asset Management, where she led the credit products son currently serves as the Boeing executive sponsor for the (including credit derivatives) operational initiatives for ten years. National Association of Black Accountants (NABA, Inc.), sits Other roles held include Executive Director, credit derivatives on NABA’s Corporate Advisory Board and is a NABA lifetime middle office at CIBC World Markets and at Deutschebank in var- member. Harrison holds a MBA from the University of Virgin- ious middle office capacities. ia’s Darden School of Business, as well as bachelor’s degree in economics and sociology. KIERA FERNANDEZ Senior Director Human Resources, ROBERT HURD, cpa Target Assurance Senior Associate, RSM In her current role, Kiera Fernandez serves Robert Hurd serves a variety of indus- as the SeniorDirectorof Human Resources tries with a focus on non-profit organi- for Core Finance and Finance Retail Ser- zations and professional service firms. vices at Target. In addition to her human Robert has practiced public accounting resource expertise, Kiera has an extensive for more than three years. In his current background in retail operations, process and project management role, Robert delivers advice regarding and team leadership. complex accounting matters, assists engagement teams in au- dit matters, and is responsible for ensuring reports issued by MELINDA HAAG the firm comply with professional standards. Noteworthy cli- Director, Crowe Horwath LLP ents of Robert include: American Hospital Association, Casino Melinda S. Haag is a Director with Crowe M8trix, IDEO LP, Denton’s Law Firm, Chicago Bar Association in its Oak Brook office where she leads and the International Fellowship of Christians and Jews. Robert the Global Services business unit. In this sits on the board for the Chicago chapter of the National Asso- role Melinda develops strategies and ciation of Black Accountants (NABA, Inc.). manages firmwide change, integration, process improvement, and risk mitiga- MICHELLE IVEY tion associated with real estate, travel, Assistant Director, EY safety, and security of people and facilities. Melinda manages Michelle Ivey is an Assistant Director people and client support and office operations. She also leads with EY’s America’s Inclusiveness Cam- the Crowe LGBTQ people resource network called GALA. pus Recruiting team as a consultant, where she focuses on several key areas alice grey harrison, apr for the firm. Prior to joining EY, Michelle Director, Corporate Communications, held various recruiting and D&I roles in Dixon Hughes Goodman both education and professional services. She holds a bach- Alice Grey Harrison directs the corpo- elor’s degree in communication and a masters in educational rate communications program for Dixon leadership from DePaul University. Hughes Goodman (DHG), a US top 20 accounting firm with more than 2,000 professionals. She oversees a commu- nications program that resonates with partners, employees, prospective employees and other community constituents. In addition to her role with DHG, she serves as the Global Marketing Chair for Praxity, an international alliance of accounting firms.68

/ SESSION SPEAKER BIOS / continued SEEMA JAIN LATASHA KELLY, CPA Director, Multicultural Affairs, Tax Senior Associate, RSM Marriott International Latasha Kelly has been in public ac- As Director, Multicultural Affairs at Marri- counting over three years and serves ott International, Seema Jain has respon- mainly large C and S corps. in govern- sibility for developing tools and resources ment contracting within tax. Her expe- for Marriott associates and hotel proper- rience includes preparing and reviewing ties to enhance cultural competencies tax returns, quarterly projections and taxto better serve the company’s broad diversity of guests and cus- provisions; conducting tax research on various topics; workingtomers. Seema’s career with Marriott began 12 years ago with her directly with managers to supervise large tax engagements andwork as part of the Global Sales Organization where she was an also interacting with clients to address their business tax con-account executive. Prior to joining Marriott, Seema spent several cerns and needs. Latasha also has experience with the firm’syears in healthcare for Caremark, International where she focused Corporate Tax Office (CTO), which is responsible for designingon acquisition analysis of physical therapy centers. and/or implementing large scale co-sourcing, outsourcing and re-implementation solutions for businesses that are seeking ef- DELETHIA JOHNSON ficiencies in data processing and manipulation. Senior Audit Manager, Wells Fargo Delethia Johnson is a Senior Audit Man- ERIC LENARD ager on the Corporate Operational Risk Senior Director, Corporate audit team within Wells Fargo Audit Treasury, Johnson & Johnson Services (WFAS). She is responsible Eric Lenard is Senior Director, Corpo- for providing coverage for several Cor- rate Treasury and the North America porate Risk operational risk programs Regional Treasury Service Center forexecuted across the enterprise as well as monitors coverage Johnson & Johnson, the world’s larg-of operational risk within Wealth Investment Management and est and most diversified health careWholesale. Delethia provides guidance and oversight to ensure company. In his role, Eric is responsible for leading a best-in-coverage is well planned, executed and reported in accordance class Treasury Services team supporting enterprise & affiliatewith WFAS methodology. Delethia joined Wells Fargo in 2016 capital structure, corporate forecasting & financing, Northas an operational risk professional within the Corporate Opera- America cash management, and enterprise financial risk man-tional Risk, Risk Platform Solutions group. agement. He is an integral member of the Treasury Services Leadership Team and significantly contributes to the develop- KAM JOHNSON ment and measurement of strategies that support Johnson & Senior Vice President, Director of Johnson’s AAA-credit rating. Supervision Risk and Surveillance, Wells Fargo Advisors Digital and NICOLE LONG, MBA Automated Investing Group Finance Director, Kam Johnson is Senior Vice President The Coca-Cola Company and head of Supervision, Risk and Sur- Nicole S. Long is a finance profession- veillance for Automated and Digital In- al, facilitator, and speaker with morevesting at Wells Fargo Advisors. She currently oversees two than 20 years of progressive experi-teams whose key focus is to ensure that Digital Advisors help ence in finance and accounting. As theclients achieve their financial goals as well as elevate risk Group Director of Retail Finance forTheawareness within the business. Kam joined Wells Fargo Ad- Coca-Cola Company, she manages a multi-billion dollar P&L.visors in 2009 as a Regional Supervisor with Wells Fargo Ad- She is a respected thought leader within Coca-Cola wherevisors Financial Network (FiNet). Prior to joining Wells Fargo she has had the opportunity to teach finance concepts toAdvisors, Kam served as Vice President, Market Governance associates within the company, including Nigeria and Kenya.and Risk Manager with U.S. Trust, the private wealth-man- She added this learning and development component to heragement division of Bank of America. She began her career role to merge her passion of finance and teaching individualsin the financial services industry in 1996. how to effectively translate financial concepts into success- ful strategic business solutions. 69

/ SESSION SPEAKER BIOS / continued Phillip MAHERE SAMANTHA MELVILLE, cpa Partner, Assurance, PwC Assurance Manager, EY Phil Mahere currently serves as a Part- Samantha Melville is an Assurance ner in PwC’s Greater Chicago Assur- Manager in EY Orlando. She has expe- ance Practice. Phil primarily focuses rience in financial statement audits and on policy and methodology matters audits of internal controls in a variety impacting the Firm. During his tenure of industries.  Samantha serves as the with PwC, Phil has led engagements Diversity and Inclusiveness leader of and projects including implementation of complex accounting EY Orlando. She is a member of the Greater Orlando Chapter pronouncement, internal controls reviews and SOX 404 com- of NABA, Inc., where she serves on the Accounting Careers pliance reviews. Phil has served clients in several industries Awareness Program committee. She is a Certified Public Ac- including Technology, Energy, Power & Utilities and Entertain- countant (CPA) in the state of Florida and a member of the ment & Media. Over the course of his career, Phil has worked American Institute of CPAs (AICPA). Samantha graduated cum in various PwC Offices including Harare- Zimbabwe, Johannes- laude with a bachelor’s of science in accounting and finance burg – South Africa, San Jose, Boston, and Florham Park. degree and a master’s of science in accounting degree from the University of Central Florida. PETER MARGARITIS todd metcalf CPA, CGMA, MAc Partner, PwC BLI Thought Leader, Todd Metcalf is a Partner at PwC and Business Learning Institute joins the firm after he recently served Peter Margaritis is a keynote speaker, as Democratic Chief Tax Counsel for the communication strategist, and improv Senate Finance Committee under Rank- virtuoso. He works with financial pro- ing Member Ron Wyden. Before coming fessionals to help adapt their mindset to the Senate, he was Floor Director and and believes that strong communication skills are the most Counsel to US Representative James Clyburn, then-House Ma- effective way of delivering technical knowledge and building jority Whip, from 2007–2011. In both roles, Todd played a signif- strong business relationships. The underlying premise in ev- icant part in the development and enactment of multiple major erything Peter does is the power of applied improvisation. He legislative initiatives. focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strate- kehinde moore, cpa gy promotes a better connection with customers and clients Senior Associate, Risk and leading to higher profits and higher retention of employees. Business Consulting, RSM Kehinde Moore has been a part of the CAMERON MCMILLIAN, CPA Risk Advisory Services practice since Assurance Supervisor, RSM July 2014 after spending nearly four Cameron McMillian specializes in the years with another public account- manufacturing, warehouse, and distri- ing firm, serving in an Assurance and bution industry, providing audit ser- Advisory capacity within the Banking and Capital Markets vices to commercial clients across the industry. He is dedicated to assisting clients in meeting United States. Cameron has practiced their goals and objectives while strengthening the control public accounting for more than four environment and protecting corporate assets. He has pro- years. In his current role, Cameron delivers advice regarding vided internal audit services for international banks, credit complex accounting matters, assists engagement teams in unions, and other financial institutions. He has performed audit matters, and is responsible for ensuring that financial model risk management governance over the Allowance for reports issued by the firm comply with professional stan- Loan and Lease Losses (ALLL). Performed audits and exter- dards. Cameron is very active in diversity groups at RSM. nal quality assessment reviews over internal audit. He is a board member of the National Association of Black Accountants (NABA, Inc.) – Chicago Chapter. He also serves as an executive board member of RSM’s African-American employee network group.70

/ SESSION SPEAKER BIOS / continued BRIAN MORING gena pemberton Training and Development Director, Finance and Leadership Specialist, Accelerate Development Programs, Brian Moring is a Training and Develop- Johnson & Johnson ment Specialist at Accelerate. He has Gena Pemberton is the Director of Fi- been developing content and instructing nance, Leadership Development Pro- for close to 10 years. As a vendor, Brian grams at Johnson & Johnson. Gena sets has worked at Microsoft and helped cre- the strategic direction, while leadingate and design online training programs for Microsoft IT and is and coordinating the recruiting and execution of our Co/op/currently the lead trainer and designer for the WorkSmart@Mi- Interns, Experienced Hires, Finance Leadership Developmentcrosoft team. Program (Undergrad) and Finance MBA Leadership Develop- ment Program (Grad). She also leads and supports special proj- CHRISTINE MUNYIKWA ects which include leading the Finance Organizational Health Senior Associate, Forensic review, CREDO Survey and Diversity & Inclusion initiatives. Services, PwC Christine Munyikwa is a Senior As- JESSE RHODES sociate in Forensics Services with Senior Manager, Finance five years of experience at PwC. She Operations, Amazon began her career at PwC NY as an Jesse Rhodes is a senior manager in Fi- external auditor in Health Industries nance Operations, where he specializeswhere she focused on Pharmaceutical and Life Sciences and in providing risk insight and opportuni-Healthcare providers. As part of Forensics Services, she pri- ties to automate and streamline inter-marily focuses on compliance issues related to Anti-Money nal controls. Rhodes has more thanLaundering (AML) at financial institutions, Anti-Bribery An- nineteen years of professional and ‘Big 4’ public accountingti-Corruption (ABAC) at Pharmaceutical and Life Sciences, experience. He is a Certified Information Systems Auditoraccounting related disputes, and Anti-Kickback and gov- (CISA) and Certified in Risk and Information Systems Controlernment payor billing at healthcare providers. This includes (CRISC). He is a graduate of Drexel University with a dual de-program assessments, arbitrations, investigations, and/or gree in management information systems and accounting,program remediation of deficiencies/issues. with a minor in African American studies. Rhodes is a proud lifetime member of the National Association of Black Accoun- ALAN PATTERSON, PH.D. tants (NABA) since chartering a student chapter on the cam- Thought Leader, pus of Drexel University in 1994. Business Learning Institute Dr. Alan Patterson has guided more TIFFANY EUBANKS than a dozen Fortune 500 companies SAUNDERS in re-thinking how best to elevate their Senior Vice President, talent and drive effective organization- Bank of America Corporation al change. He has more than three de- Tiffany Eubanks Saunders is a Seniorcades of international consulting experience in change man- Vice President at Bank of America Corpo-agement, leadership development, and executive coaching. ration, where she serves as the CarolinasIn 2006, he formed MentorÉ, a consulting organization that and Tennessee Market Sales Executivefocuses on aligning leadership, strategy, roles, and skill sets for the U.S. Trust business. In this role, Tiffany is responsi-to major shifts in the business. Prior to MentorÉ, Dr. Patterson ble for developing and driving sales strategy and process en-worked as a partner for 20 years at Bryan Associates, Inc., a ablement for the U.S. Trust Private Client sales teams. Prior toconsulting group specializing in competency-based talent de- this role, Tiffany served as Bank of America’s Global Supportvelopment initiatives. Services Executive, reporting into the Chief Administrative Officer (CAO) Group, leading global commodity purchasing, operations and vendor management strategies. 71

/ SESSION SPEAKER BIOS / continued ALEXANDRIA SHARIF TAISHA de souza Tax Senior Associate, RSM Manager, PwC Alexandria Sharif serves a variety of Taisha De Souza currently serves as a industries with a primary focus on member of PwC’s Indianapolis Assur- real estate. Alexandria has practiced ance Practice. Taisha has over 11 years public accounting for more than four of experience providing assurance and years. In her current role, she special- accounting services to firms in the fi- izes in compliance and consulting for nancial services sector, including sev- high net worth individuals and closely held businesses. In eral Fortune 100 firms. In leading high performing teams in addition to her compliance work, she leads AACE Houston’s the execution of audits, Taisha has developed a specialty in community service initiatives and assists the chair in im- the planning and execution of integrated and non-integrated plementing programs that increase the visibility of AACE audit engagements.She currently serves as on the Executive members throughout the firm. Alexandria prides herself on Board as the Vice President of the National Association of supporting and marketing local and minority-owned busi- Black Accountants, Inc. (NABA) New York Chapter. nesses and works with up and coming entrepreneurs to get their accounting footing in order. AYANNA wilcher National Project Manager, BRYAN SMITH Talent Acquistion, KPMG LLP CPA, CITP, CISA, Virtual CIO Ayanna Wilcher is the National Project Thought Leader, Manager for the newly formed Talent Business Learning Institute Acquisition Diversity and Compliance Bryan serves as a trusted adviser to CPAs team at KPMG. In this role, she works in public accounting, as well as business to developed diversity recruiting strat- and industry, on all aspects of information egies to ensure the campus and experience hire recruiting technology. Bryan’s expertise includes in- teams were meeting hiring goals of the firm, manage national depth knowledge of paperless work flow solutions, the impact of level projects and works in the area of compliance. Prior to be- technology on internal controls, strategic IT infrastructure design ing promoted to this role she was the Inclusion and Diversity and information security best practices. As a nationally recognized Business Unit Manager for the Mid-Atlantic where she worked author and presenter on information technology issues impacting to drive diversity strategies and diversity education for the re- CPAs, Bryan is passionate about the opportunities for CPAs to ben- cruiting teams in the MD, DC, VA, and PA areas. Ayanna has efit from safe and secure computing. more than 17 years of higher education experience and prior to KPMG, she spent eight years as the assistant director for Di- SANJAYE THOMAS versity & Career Development at Lehigh University and three Director, Prudential years as the director of Minority Programs in the College of Sanjaye Thomas is a Director in Pruden- Engineering at Cornell University. For several years, she has tial Finance Shared Services unit in Cor- been actively involved in Eastern Association of Colleges and porate Controllers. In this role, she over- Employers (EACE) and National Association of Colleges and sees the separate accounts GAAP and Employers (NACE), where she served on the Board, presented STAT financial close processes, annual on topics regarding diversity & recruitment and was the 2015- financial statements to satisfy product 2016 EACE President. and 10-Q/10-K filings with the SEC, and the production of various footnotes/exhibits in support of statutory filings. Prior to joining BARBARA WILSON Prudential, Sanjaye was at KPMG LLP, where she was a senior Finance Director, manager in their audit practice serving a diverse array of clients in The Boeing Company the asset management industry. Barbara Wilson is the Finance Director of Operations for Contracts, Estimating, and Revenue Management for Boeing Global Services, based in St. Louis. Wil- son is a member of the Boeing St. Louis Leadership Association, Boeing Women in Leadership Associa- tion and also serves as the St. Louis Site Affirmative Action Pro- gram Executive Champion. A native of St. Louis, Wilson partic- ipates actively in her community as treasurer of both the Saint Louis Zoo Association and Urban Sprouts Child Development Center board of directors.72

If we want to © 2018 Ernst & Young LLP. All Rights Reserved. | SCORE no. 02351-181US | 1801-2539571 NABA | ED Noneunlock the powerof diversity, whoholds the key?At EY, inclusiveness is the key to unlocking thepower of diversity. We achieve better businessresults when we create an environment where allof our people feel, and are, valued. The ability toinvite and learn from different perspectives isfundamental to driving innovation, building strongrelationships and delivering the best approachesfor our clients.Join our talent community:Visit tinyurl.com/naba2018, or contactTonika Hammonds at [email protected] orTina Thompkins at [email protected] more: exceptionalEY.com#BetterQuestions

ELDEST SONA LT E R N AT I V EINVESTMENTS ADVISINGSTUDENTS M E D I TAT I O NM A R AT H O N S Sean PwC Manager There’s what you do. Then there’s why you do it. For Sean, curiosity is everything. It’s why he enjoys learning about other people, other cultures and other ways of life. Why he immerses himself in the technical detail of hedge funds. Why he uses meditation to sharpen his focus. And why he’s interested in guiding the careers of college students through the National Association of Black Accountants. Sean’s distinct perspective enriches our culture and the service we provide our clients. Look at his resume and you can see what he’s done. Look at his life, and you can see why. pwc.com/diversity © 2018 PricewaterhouseCoopers LLP, a Delaware limited liability partnership. All rights reserved. We are proud to be an Affirmative Action and Equal Opportunity Employer.

Be brilliant. Together.Inclusive cultures can embrace individuality and give voice to a broad rangeof perspectives. Because nothing outshines authenticity. Look again.™ See whatinclusion powers at deloitte.com/us/inclusion.Copyright © 2018 Deloitte Development LLC. All rights reserved.



We’restrongertogether.We believe there’s even greater power in working together. Because Join us at the following professional speaker sessionswhen we combine our unique abilities as a team, our strength and stop by to meet us at the NABA Career Expo:multiplies. Every day across 42 countries, our team memberscollaborate using their collective skills to better serve our company CPE Professional Sessionand our customers. Thursday, June 14 | 8:00 a.m. - 8:50 a.m. | Risk Assessments - Are We Speaking the Same Language?Join our team to learn, grow, and excel in your career. Women of NABA Network Management SessionTo learn more and apply, visit wellsfargojobs.com/careers. Friday, June 15 | 9:00 a.m. – 10:45 a.m. | “A-S-S-E-R-T. Find Out What it Means For Me!”Wells Fargo is a proud sponsorof the National Association of Black AccountantsRelevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.© 2018 Wells Fargo & Company. All rights reserved. Member FDIC. IHA-2934201.

LIFE / BETTER CONNECTED®Helping each individualgrow and developOur employees bring a diversity of experience and learning styles, and theybenefit from a personalized approach to their development. Our leadershipprograms combine in-person discussions with experiences that connectemployees, executives and thought leaders across the organization.Visit careers.bankofamerica.comBank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, geneticinformation, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as suchaffirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincialand municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance ofour teammates. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.© 2018 Bank of America Corporation. | ARNNFQK3 | DI-042418

We invest in diverse talent.Let’s build our legacy together. 413Great Expectations: Retirement Strategies and Market InsightsIn this CPE session, our experts will discuss the changing investment landscape, opportunities inretirement investing and overall market changes.Date: Thursday, June 14, 2018Time: 1:50 PM – 2:40 PMLocation: Grand Ballroom, room 3-4The Future of AccountingIn this session, we'll discuss the growing importance of accounting in the bank, emerging trends in theindustry and more.Date: Saturday, June 16, 2018Time: 11:00 AM – 12:00 PMLocation: Grand Ballroom, room 8B Convention & Career Expo , June 15, 2018 Date: Time: 1:30 PM – 6:30 PM Location: Booth 413©2018 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and a rmative action employer Disability/Veteran.

I am SafeguardingAmerica’s Economic Future.Economic stability is one of the most and bene ts and family-friendly culturepressing issues facing our nation today. in government. We have opportunities forAs part of the FDIC, you’ll use your nancial smart, dedicated people ready to serve theacumen to take an active role in securing United States.our banking system and protecting Serve your nation and strengthen itsconsumers. America needs its brightest, future. Apply for a career with FDICmost dedicated citizens to help stabilize today. www.fdic.gov/about/jobsthe economy and strengthen our future.Your talents truly are mission-critical. FDIC is an Equal Opportunity Employer.Ranked among the best places to work in Public Trust. Personal Success.government, the FDIC o ers the excitementand pace of a private sector career, withthe security and bene ts of the Federalgovernment. An inclusive atmosphereand incredible support for employeesare what earned us #1 ranking in payFDI10901_7.5x4.75_AfAmMale.indd 1 3/22/10 10:02:48 AMInclusion. Because solutionscome from the insights of many. At KPMG, we are committed to building a diverse workforce. We believe in our culture that strives for equity and values the unique experiences and qualities essential to leadership, innovation and success. We achieve this goal by providing valuable career opportunities for everyone. Join your future to ours. Register for our Talent Community or learn more by visiting: kpmgcampus.com us-jobs.kpmg.com Your Career. Inspired.© 2018 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firmsaffiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in the U.S.A. The KPMGname and logo are registered trademarks or trademarks of KPMG International. NDPPS 754317

Robert Half is proud to sponsor the National Association of Black Accountants’ Inc. Convention & Expo As the world’s leading provider of specialized staffing and consulting solutions, Robert Half has emphasized diversity and inclusive business practices since our founding in 1948. To learn more about Robert Half career opportunities, please visit roberthalf.com/ work-for-robert-half.Call us today at 888.372.8461roberthalf.com© 2018 Robert Half International Inc. An Equal Opportunity Employer M/F/Disability/Veterans. RH-0318

PREPARE WITH A LEADER.PREPARE WITH BECKER. VISIT BECKER PROFESSIONAL EDUCATION IN THE CONSUMER SHOWCASE LOCATED INSIDE THE CAREER FAIR. Learn about the benefits and discounts NABA members get on Becker CPA exam prep courses. Attend one of our CPA workshop sessions at Convention to learn from our expert instructors.© 2018 Becker Professional Education. All rights reserved. the CPA reviewBecker Professional Education 3005 Highland Parkway, Downers Grove, IL 60515-5799 Learn more at becker.com

IIonia Gulledge AccountantBUILDSOMETHINGBETTERThat’s What We Do, Every Day.Join a diverse team that is united inpushing the boundaries of imaginationand excellence. Come shape thefuture with us.boeing.com/careers/nabaBoeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color,religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability,genetic factors, military/veteran status or other characteristics protected by law.

Edward Jones is a proud supporter of theNational Association of Black Accountants.Everyone here, whether he or she works in our headquarters or from a neighborhood branch office, is dedicated to one purpose: helping our clients achieve their long-term financial goals. To learn more about our unique culture and history, visit www.edwardjones.com. Edward Jones does not discriminate on the basis of race, color, Member SIPC gender, religion, national origin, age, disability, sexual orientation, pregnancy, veterans status, genetic information or any other basis prohibited by applicable law.CEA-9566B-A © 2018 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.

JUST BE YOUInclusion and diversity promotes innovation, enhances opportunities for our people and creates apositive client experience. We are proud to be NABA’s 2016 Corporate Diversity Award Winner.@LifeatDHG Life at DHG @LifeatDHG Dixon Hughes Goodman LLPdhgllp.com careers.dhgllp.com womenforward.comAssurance | Tax | Advisory

SEEING LIFE THROUGH EACH OTHER’S EYES GIVES US ALL BETTER PERSPECTIVE.Visit jobs.prudential.com Everyone benefits from diversity and inclusion. By promoting a culture of support and collaboration, the best and most innovative ideas fuel our business. A place to work, grow, and be your true self. We hire people with different identities and backgrounds, and encourage everyone to bring their authentic self to work. When every voice is heard, we are all better for it. We come from different perspectives, but share the belief that diversity and inclusion make us stronger together. Prudential is a proud sponsor of the 2018 NABA National Conference and Expo.© 2018. Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities,registered in many jurisdictions worldwide. Prudential is an equal opportunity employer (veterans/disability). EEO is the law.0315591-00001-00

We’re proud to support NABAOur perspective is shaped by theexperiences, talents and ideas of employees around the world. We’re stronger together. statestreet.com

Discover a welcome big enough for everyone. At Marriott, we don’t think twice about providing smiles, special attention and exceptional service for each and every one we have the pleasure to greet. There is a world of differences around all of our hotels. And every day we throw open our doors to be a part of it, from guests seeking an exceptional stay to employees and business partners who value hospitality and much more. When you have more than 6,500 properties spanning 127 countries and territories, making room for everybody is the best part.marriott.com





TURN YOUR Hilton has more than 5,200 hotels RESUME in 105 countries and territories, which means a world of possibilitiesPassportINTOYOUR for our Team Members.Hilton 2018 NABA Ad - Half Page_02.indd 1 Learn more about how your experience and passion can lead to a successful career with Hilton by visiting jobs.hilton.com, or visit our Facebook page at fb.com/hiltoncareers. Hilton is a proud Gold Sponsor of the 2018 National Association of Black Accountants, Inc. National Convention & Expo. Where will a Hilton career take you? Follow us to find out: 4/24/18 3:50 PMDIVERSITY PERSPECTIVE Embracing the diverse perspectives of our people and clients is what defines our culture and our approach to solving business challenges.© 2018 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. PRO-0418

we’re proudsponsorsof the National Association ofBlack Accountants. it’s our diversebackgrounds, ideas, experiencesand lifestyles that make us, us.

Our different perspectives strengthen our unique culture. At Allstate, we believe diversity is critical to meeting the needs of the diverse customers that we serve. That’s why inclusive diversity is one of our core values and a central part of our culture and business strategy. Use your unique knowledge and skills to help us redefine an industry, today. Learn more online at: Allstate.jobsAllstate Insurance Company is an equal opportunity employer. © 2018 Allstate Insurance Company. All rights reserved.

In today’s world, organizations must continuously FW-18006-037Ainnovate to grow. Innovation requires…Diversity of thoughtand cultures.Our commitment to diversity, innovation, and an inclusivework environment are just some of the reasons humanresource organizations and local and national mediahave named us one of the best places to work.To start your rewarding career, visit GoCrowe.com.Christopher Mitchell, PrincipalAfrican-American People Resource Executive SponsorAudit / Tax / Advisory / Risk / PerformanceIn accordance with applicable professional standards, somefirm services may not be available to attest clients.© 2018 Crowe Horwath LLP, an independent member of Crowe Horwath Internationalcrowehorwath.com/disclosureNEW ONLINELEARNING OPPORTUNITIESNABA/BLI E-Learning PartnershipThe Business Learning Institute (BLI) is our strategic learning partner, offering CATEGORIES INCLUDEmembers webcasts, webinars and on-demand courses at a discounted price. • Auditing & FinanceStrategic learning to fit your schedule. Our partnership with the Business Learning • Big Data/AI/BlockchainInstitute (BLI) brings premier learning and CPE content right to your fingertips. • Communication • Business StrategyIn addition to webcasts, members have access to the full library of BLI • Ethicson-demand programs across a number of learning categories, many from BLI • Future-Ready SkillsThought Leaders who are speaking at the 2018 Convention. • Harassment • LeadershipLearn more and register at blionline.org/naba-learning



Be present andaccounted for.You’re the future of the accounting profession. Become a CPA and join a highly respected profession. Succeed in a high-demand career. Enjoy limitless opportunities.Let’s get to work. Visit aicpa.org/diversity. © 2018 Association of International Certified Professional Accountants. All rights reserved. Association of International Certified Professional Accountants is a trademark of the Association of International Certified Professional Accountants and is registered in the United States, the European Union and other countries. The Globe Design is a trademark owned by the Association of International Certified Professional Accountants. 1804-056

Introducing theNABA NationalCPA Review ProgramPartnering with Wiley for Professional SuccessBecoming a CPA is a rigorous and time-consuming process. The NABA CPA Review Course,It’s also a rewarding professional milestone. Make it a positive powered by Wiley CPAexcel,experience by preparing with your peers who are pursuing is now exclusively availablethe same goal. to NABA members. Prepare with a cohort of other NABA members who are also studying to pass the CPA Exam. Pass all four sections of the CPA Exam in approximately one year. New study groups start quarterly. Featuring 8,000+ exam questions with detailed answers and 300+ Task-Based Simulations—more than any other provider Bite-sized lessons delivered in a simple, focused learning platform allow you to complete a full lesson in 30-45 minutes No expiration date with content always up-to-date — no additional feesEnroll at efficientlearning.com/naba

DISCOVER AC AR E E R T H ATALIGNS TO YOURPA S S I O N S Your unique talents and perspective can make a vital contribution to the innovative products that improve the lives of people everywhere. Career opportunities within Johnson & Johnson companies can provide you with an ideal setting to build your leadership experience, express your passion, and touch the world. Stop by our Hospitality Suite and Career Expo booth #519 at the NABA National Convention, or visit careers.jnj.com to learn more about opportunities to make your mark within our organization. Please join us for the following workshops: ✓ Introduction to Modern Corporate Treasury on Thursday, June 14th ✓ Exploring a Career in Corporate Finance on Friday, June 15th © Johnson & Johnson Services, Inc. 2017. Johnson & Johnson companies are equal opportunity employers. Johnson & Johnson Services, Inc. is a member of the Johnson & Johnson Family of Companies.