NABA Conference 2017 Sourcebook

2017 NABA NATIONALDaTrOeLEADCONVENTION & EXPO SOURCEBOOK NEW ORLEANS, LA | JUNE 6-10, 2017 #NABACONV17



SIGNATURE EVENTS W E D N E S D AY, J U N E 7 TABLE OF CONTENTS Keynote Address/ Agenda.............................................................................2-3 Opening General Session General Information..........................................................4 Floorplans........................................................................5-7 4:00pm – 6:00pm 2017 Corporate Partners..............................................8-9 Welcome from the Chairman....................................... 10 Opening Reception Welcome from the CEO ................................................ 11 Welcome from the Convention Chair ....................... 12 8:30pm – 10:30pm Welcome from the Southern Region.......................... 13 Red Carpet Experience.................................................. 14 T H U R S D AY, J U N E 8 National Board of Directors.......................................... 15 Lifetime Members ......................................................... 16 C-Suite Power Breakfast (Invite Only) NABA History................................................................... 17 2017 National Awards.............................................. 18-20 8:00am – 10:30am Chapter President of the Year Awards........................ 21 Regional Awards ............................................................ 22 Celebration of Scholars Luncheon Leadership Development Institutes & Bios........ 24-25 Keynote Address | Opening General Session .......... 26 11:00pm – 1:00pm Career Expo...................................................................... 28 Expo Floor Plan................................................................ 29 Career Expo National Scholarship Luncheon ................................. 30 National Scholarship Award Recipients .............. 31-37 1:30pm – 6:30pm Annual Awards Dinner, Gala & After Party......... 38-39 C-Suite Power Breakfast.......................................... 40-41 F R I D AY, J U N E 9 Women of NABA Network Program........................... 42 CPA Examination Review............................................. 44 Women of NABA Network Programs: Acknowledgements....................................................... 45 Management and Executive Tracks CPE Technical Sessions............................................ 46-58 Speaker Bios ............................................................ 60 - 71 9:00am – 10:45am Student Program..................................................... 72 -73 Women of NABA Network Luncheon (Invite Only) 11:00am - 1:00pm Annual Awards Dinner and Gala 6:30pm – 9:00pm After Party: Moonlight Magic Over Orlando 9:00pm - 12:00am

AGENDA TUESDAY, JUNE 6, 2017 TIME EVENT AGENDA 7:30am – 5:00pm Registration/Volunteer Check-in 9:00am –2:00pm CPA Examination Review TUESDAY 8:30am – 5:00pm Leadership Development Institute (Executive Track) Day-1 8:30am – 5:00pm Leadership Development Institute (Management Track) Day-1 8:30am – 5:00 pm Leadership Development Institute (Aspiring Leaders Track) Day-1 9:00am – 12:00pm Chapter Leaders Training (Invite Only) 12:00pm – 1:15pm Leadership Development Institute & Leadership Luncheon (BOD/CAB/Chapter Leaders/LDI Participants) 3:30pm – 6:00pm Meeting of the Board of Directors (Open to Public) 6:00pm – 7:00pm Leadership Development Institutes Reception WEDNESDAY, JUNE 7, 2017 TIME EVENT 7:30am – 6:00pm Registration/Volunteer Check-in 8:00am – 12:00pm Professional Headshots 8:00am – 5:30pm Cyber Café 9:00am – 10:15am CPE Technical Sessions 9:00am –3:00pm CPA Examination Review WEDNESDAY 8:30am – 3:00pm Leadership Development Institute (Management Track) Day-2 8:30am – 3:00pm Leadership Development Institute (Aspiring Leaders Track) Day-1 10:00am – 3:00pm Leadership Development Institute (Executive Track) Day-2 10:45am – 12:25pm CPE Technical Sessions 11:00am – 3:30pm NABA Student Welcome, Orientation, and Opening Session 12:00pm – 1:15pm Leadership Development Institutes Luncheon (Participants Only) 1:00pm – 4:00pm Professional Headshots 12:50pm – 2:05pm CPE Technical Sessions 2:30pm – 3:45pm CPE Technical Sessions 4:00pm – 6:00pm Opening General Session and Keynote Address 6:00pm – 8:00pm Corporate Hospitality Suites 8:30pm – 10:30pm Opening Reception By Invitation Only NABA Student Only Event Additional Registration Costs2 2017 NATIONAL CONVENTION & EXPO

THURSDAY, JUNE 8, 2017 TIME EVENT 7:30am – 1:00pm Registration/Volunteer Check-in AGENDA 8:00am - 10:30am C-Suite Power Breakfast (Executive Invite Only) 8:00am – 12:00pm Professional Headshots THURSDAY 8:30am – 1:00pm CPA Examination Review 8:00am – 5:30pm Cyber Café 9:00am – 9:50am CPE Technical Sessions 9:00am – 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/NABA Networking Lounge 2:00pm – 6:00pm Professional Headshots 7:00pm – 9:00pm Hospitality Suites (Invite Only) FRIDAY, JUNE 9, 2017 TIME EVENT 7:30am – 12:00pm Registration/Volunteer Check-in 8:00am – 3:00pm Cyber Café 9:00am – 5:00pm CPA Examination Review 9:00am – 10:40am CPE Technical Sessions 9:00am – 10:45am Women of NABA Network Sessions 9:00am – 10:45am Student Program Sessions 11:00am – 12:00pm Student Program SessionsFRIDAY 11:00am – 12:40pm CPE Technical Sessions 11:00am – 1:00pm Women of NABA Luncheon (Invite Only) 1:00pm – 1:50pm CPE Technical Sessions 1:00pm – 2:00pm Student Program Sessions 2:00pm – 6:00pm Professional Headshots 2:15pm – 3:55pm CPE Technical Sessions 2:30pm – 3:30pm Student Program Sessions 5:00pm – 6:00pm VIP Reception and Lifetime Member Pinning Ceremony (Invite Only) 6:30pm – 9:00pm Annual Awards Dinner and Gala: Unmasked 9:00pm – 12:00am The After Party: Moonlight Magic Over Orlando SATURDAY, JUNE 10, 2017 SATURDAY TIME EVENT 8:30am – 11:00am NABA Day of Service DARE TO LEAD 3

GENERAL INFORMATION REGISTRATION INFORMATION CPE CREDITS Full convention registrations include admission to general NABA, Inc., is registered with the National Association of State Boards Convention activities, CPE technical sessions, program meal of Accountancy (NASBA) as a sponsor of Continuing Professional functions and other scheduled activities for a single fee. The Education (CPE) on the National Registry of CPE Sponsors. State Leadership Development Institute (LDI) Tracks and other boards of accountancy have final authority on the acceptance of designated events carry additional charges. Payment for individual courses for CPE credit. Questions regarding registered an add-on event is due upon registration. NABA accepts sponsors may be addressed to the National Registry of CPE Sponsors, payment by money order or credit card. No personal checks 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, or call will be accepted. (615) 880-4200. Visit www.nasba.org for more information. HOTEL ACCOMMODATIONS NAME BADGES & INFORMATION ASSISTANCE Stay in the center of it all at Hilton New Orleans Riverside. We’re across the street from Harrah’s Casino, attached to the Attendees will receive name badges that will control and monitor Outlet Collection at the Riverwalk and just a few blocks from access to sessions and all special events. Wear your name badge at the French Quarter. After your time in the Big Easy, relax and all times as it is required for admission into all Convention activities. unwind in our Spirits Bar, Public Belt or Dragos Seafood, as Badges and tickets are required for all events. For safety reasons, well as our guest rooms and suites. please remove your name badge whenever leaving the Hilton New Orleans Riverside property. A reminder that you must be 21 years of WEATHER age or older to be served alcohol beverages. Bring Your Photo ID! Average temperature in New Orleans in June is high 80’s to Identification will be required to establish proof of age at certain low 90’s. events. MEALS INFORMATION ASSISTANCE Meals will be provided for several official NABA functions including the National Scholarship Luncheon, and the Annual A NABA information booth will be in the registration area and the Awards Celebration. Other ticketed, invitation only and EXPO hall. Staff and host committee members can answer questions corporate-sponsored events may have meals. Attendees are about Convention activities. The hotel concierge staff can assist you responsible for all other meals. with information about area attractions and restaurants. Additionally, our Mobile App puts the agenda at your fingertips. As such, we encourage you to download the Mobile App to manage your schedule and to receive late-breaking Convention updates. EVENT TICKETS* The costs for additional tickets and/or participation are as follows: * Tickets may be purchased onsite. • Opening Reception $150 • Awards Gala $200 • CPE Sessions Only (Full Week) $750 • Conference Daily Experience (One Day) $3504 2017 NATIONAL CONVENTION & EXPO

FIRST LEVEL First Level RIVERFRONT BURGUNDY GRAND BALLROOM STREETCAR DEPOT LE CROISSANT BC A D NS FRONT TO MAIN REGISTR1ASTTIOFLNOCOORUNTERS ENTRANCE LOBBY CHEMIN ROYALE CONCIERGE ELREGOVUAOETMSOTRS GIFT SHOP SIDE DRIVE 1 4 7 10 13 16 19 22 POYDRAS STREET WORLD TRADE CENTER 25 8 11 14 17 20 23 PARKING GARAGE 36 9 12 15 18 21 24 GRAND SALON CONVENTION CENTER BLVD. TO CONVENTION CENTERDARE TO LEAD5 FLOOR PLANS

FLOOR PLANS SECOND LEVEL6 2017 NATIONAL CONVENTION & EXPOTO RIVERSIDE WHEELCHAIR ACCESS Second Level BUILDING TO RIVERSIDE BUILDING BELLMAN’S STAND EXECUTIVE AB OFFICES MARLBOROUGH ATRIUM BUSINESSFRONT DESK SPACE CENTER CHEQUERS PRINCE OF WALES EGLINTON CAMBRIDGE WINTON GUELEESVTARTOOORSM ELEVATORS TO PARKING LEVELS 3, 4, 5/HEALTH CLUB & BEAUTY SALON BOEXAERCDURTOIVOEM ELEVATORS TO 1ST A1 B1 C1 AND 3RD FLOORS D AND PARKING GARAGE (5TH LEVEL) A2 B2 C2 CHURCHILLRoom Name Sq. Ft. Dimensions Ceiling Classroom Theatre Conference Banquet U-Shape Reception H-Square Exhibit ExhibitSECOND FLOOR Height Space Space 8x10 10x10

THIRD LEVEL Fulton St. James FLOOR PLANS The St Charles District Camp Jackson Canal Magazine Parish Commerce Jefferson Royal DARE TO LEAD 7

THANK YOU TO OUR CORPORATE PARTNERS FOUNDERS PACESETTER DIAMOND TITANIUM PLATINUM8 2017 NATIONAL CONVENTION & EXPO

THANK YOU TO OUR CORPORATE PARTNERS GOLD ® SILVER kBRONZECOPPER | ACADEMIA/GOVERNMENT/NON-PROFITCORPORATE CONTRIBUTORS DARE TO LEAD 9

7474 Greenway Center Dr. Suite 1120 Greenbelt, Maryland 20770 www.NABAINC.org Dear NABA Friends and Family: On behalf of the National Board of Directors of our great association, I bring you greetings and welcome each of you to the 46th Annual National Convention & Expo for the National Association of Black Accountants (NABA). We are taking over New Orleans to celebrate another successful year. I want to congratulate all of the leaders and members across the country on your continued commitment and dedication to our mission and vision. As chairman, my vision for NABA is very simple; I want us to R.I.S.E. as an association and as individuals. I truly believe if the collective body of this association can focus on Relevance, Innovation, Service, and Engagement; we will continue to become the premier association for black professionals across the country. The need for NABA increases each and every day as our professional members and students navigate towards their professional and personal goals. Our leadership theme aligns with the theme of this year’s convention, “Dare to Lead!” We are completely united at every level of NABA in our journey to challenge our membership to take their personal and professional leadership to the next level and create an inspiring experience for all. At this year’s convention, I want to challenge everyone to enhance the spirit of hospitality, which is the catalyst to connect all of our NABA stakeholders as they are inspired and dared to lead. To our corporate partners, I want to thank you for your commitment to NABA. We are excited about the future opportunities as we strive towards the achievement of our Vision 2020 goals. The National Convention is the ultimate vehicle to demonstrate the best NABA has to offer. Again, I want to thank you for your support and for being part of the NABA family. I hope to interact with each of you this week. I am honored and humbled to serve as your Chairman. With NABA Love and Pride, Steven L. Harris, CPA, CGMA Chairman of the Board10 2017 NATIONAL CONVENTION & EXPO

7474 Greenway Center Dr. Suite 1120 Greenbelt, Maryland 20770 www.NABAINC.orgWelcome to NABA’s 2017 National Convention & Expo,I’d like to personally welcome each of you to New Orleans and thank you for joining us for our 2017National Convention & Expo. Our theme, “Dare to Lead”, is especially relevant given our current business,social, and political climate. The pace of change is quickening and, by all indications, forecasts for businessgrowth over the next year is strong. This means that there will be new opportunities for promotion andadvancement for those who are prepared.Did you know that studies show diversity makes us smarter? It enhances creativity, improves the bottomline, and results in a happier, more connected workforce. As a member of NABA, you represent the best and brightest blacktalent in the profession. Are you ready to transform into a strong, influential, effective, and trusted leader? Every day, leadersmust navigate uncertainty, risk, shifting political and business climates, and more. Leadership takes courage, vulnerability,creativity, and flexibility.Together with our sponsors and partners, we have worked hard to offer a program that will help you unlock your potential soyou can Dare to Lead. Throughout the convention, I encourage you to look for opportunities to share your ideas and passions,collaborate on projects and initiatives, and build relationships that will foster new opportunities. Now is not the time to standdown, step back, or exhale. Quite the opposite – we need to look for ways to transform, transcend, and grow. Opportunities willabound for problem-solvers, change agents, trailblazers, and disruptors.Of course, don’t forget to take some time for yourself – for self-reflection, to recharge, and to reconnect with friends. Maketime to enjoy the rich history and culture of New Orleans, and don’t forget to thank our corporate partners for their ongoingcommitment and support.Enjoy the experience!Regards,Jina Etienne, CPA, CGMAPresident & CEO DARE TO LEAD 11

7474 Greenway Center Dr. Suite 1120 Greenbelt, Maryland 20770 www.NABAINC.org Welcome to New Orleans! As Chairman of our 46th Annual National Convention, it is my pleasure to extend a warm welcome on behalf of the Convention Committee, National Board of Directors, National Headquarters personnel, volunteers, and all of those who contributed to the planning for this convention. As we started this journey, we challenged ourselves to plan a convention that would be impactful, insightful, and informative. This year’s theme“Dare To Lead”is appropriate given the economic, technological, global, and political challenges being faced by companies, the profession, and society as a whole. Now, more than ever, we need professionals to step up and be leaders. The technical sessions, leadership institutes, luncheons, and networking activities have been carefully developed to provide attendees with the insight and acumen to develop and enhance your leadership skills. Leadership is the capacity to translate vision into reality. During this convention we dare you to make a difference. We Dare you to make an impact. We Dare you to lead! I am encouraged by your presence and personally invite you to actively participate in all aspects of the convention and the hospitality of the City of New Orleans. It is my hope that your convention experience will leave you with a stronger appreciation and commitment to NABA, its programs, and the advancement of the profession. Special thanks to our corporate partners, who by their continued support, show their unwavering commitment to our mission, our programs, and our people. Laissez les bon temps rouler! Earl G. Fagan, Jr., CPA, CFE, CFF Chair, National Convention Committee Vice Chair, National Board of Directors Lifetime Member12 2017 NATIONAL CONVENTION & EXPO

7474 Greenway Center Dr. Suite 1120 Greenbelt, Maryland 20770 www.NABAINC.orgGreetings NABA Family and Friends,NABA’s Southern Region and the New Orleans Chapter joins our National Board of Directors in welcoming you all to the 2017NABA National Convention & Expo!This year’s convention theme is “Dare to Lead”, which this team takes to heart. We Dare you to take your career in your ownhands. We Dare you to take your growth and development to new heights. Lastly, we Dare you to expand your network in thiscornerstone Association, we call NABA.While the accounting and finance profession continues to evolve and change, NABA has always been and will be here tosupport its members through that change. 2017 is no different. This week you can continue to shape and mold your technicaland leadership skills through robust programming such as the Leadership Development Institute, Women of NABA Networkevents, and over 50 CPE sessions led by industry experts.While we know that the business of NABA must always come first, it is our hope that you take the time to also visit the attractionsthat “The Big Easy” has to offer such as:Arts & Culture- A city built on culture, the area features numerous art galleries, impromptu performance spaces and museums.Dining – New Orleans is known for its diverse cuisines and electric locations. “There is no greater love, than the love of food.”-George Bernard ShawFrench Quarter – The city is made unique by this national historical landmark with influences from the French, Spanish, Sicilians,Italians, Africans, Irish and others. As you may know, so much of what makes New Orleans culture special can be found in theFrench Quarter.New Orleans Street Cars – While most cities utilize streetcars for short distances or for tourist attractions, New Orleans streetcarsare a vital component to the local transportation infrastructure. It is a great way to get around and experience the history andculture of the city.The 2017 Convention is the second out of three Conventions in a row in that will be held in the Southern Region. But pleaseknow that the Southern Hospitality will not run short this week, we are up to the task!It is our honor and a privilege to host this year’s convention and we hope that you enjoy yourselves as much as we know we will.Regards,Jamila Abston, CPA Justin ButlerPast Atlanta Chapter President 2014-2015 Past Southern Region President 2013-2015Partner, EY Senior Director, Target Corporation DARE TO LEAD 13

2017 VIPS: NABA Founders Lifetime Members 2017 Award Recipients2017 Scholarship Recipients Current Board MembersPast Presidents & Chairmen VIP GuestsLocal Chair & Local President NABA VIPs14 2012701N7ANTAIOTIONNAAL LCCOONNVVEENTIOONN&&EEXXPOPO

2017 NABA’S NATIONAL BOARD OF DIRECTORS VIPsSteven L. Harris, CPA , CGMA Earl G. Fagan, Jr., CPA, CFE, CFF Jina Etienne, CPA, CGMA BOARD OF DIRECTORS Chairman of the Board Vice Chairman of the Board President & CEODaniel E. Worrell, MPA, CFE, CRMA Ryan J. Galloway, CPA, CGMA, CGFM Treasurer Secretary REGIONAL PRESIDENTSJeannine K. Brown, MBA Angel M. Johnson Johnny Jefferson Rosalind Danner, CPA Southern Region President Central Region President Western Region President Eastern Region President NATIONAL DIRECTORSClaire Babineaux-Fontenot Joy Jacobs Herschel Frierson National Director National Director National Director DARE TO LEAD 15

VIPs We are Pleased to Recognize NABA’S LIFETIME MEMBERSNABA’S LIFETIME MEMBERS Dwayna Adams Rosalind Danner She-lia Henry Faye Mitchell Moore Gwendolyn Skillern Clifton Addison Sandra Davis Yvonne Herron Daniel Moore Patricia smalls Enitan Adesanya Charles Davis Jeffery Hill Gairy Moore Graylin Smith Amani Ahmed Tamieka Davis Daniel Hobson Lebone Moses William Smith William Aiken Frederick Davis Pamela Hogans Dana Moss Mark Smith Abdool Akhran Shaun Davis Bavan Holloway Rosheila Motley Margo Smith Ronnie Alexander Tanya Davis V. Reginald Hopkins Fred Moultrie Isaac Smith Renee Allain-Stockton Chantel Day Paul Horace Grace Mullings Walter Smith Marvin Allmond Samantha DeCambre Harvey Hoskins Avery Munnings Graylin Smith Antoinette Amoureux Sekou Shariah Dixon-Turner Lisa Howze Angela Murphy Catherine Smith-Spears Lloyd Anderson Reve Doss Willie Mae Hughey Yves Mutombo Janice Sparks Anthony Anderson Marvin Dozier Albert Hunt Adam Myers Thad Standley Adrian Anderson Kenneth Drummond Angel Ingram Edwin Neal Veda Stanley Lee Anderson Robert Dunlap Dee-Ah Iris-Outerbridge Leslie Netter Avril Stephens Roger Arrieux Angela Dunlap Arlene Isaacs-Lowe Benjamin Newhouse Cecil Sterrod Iris Atkinson-Kirkland Jonell Dunston Vincent James Adaeze Nwachuku Lionel Stevens Angela Avant Betty DuVerger Clarence James Nora O’Garro Shamella Stewart Larry Bailey Kathy-Ann Edwards Curtis James Chris Okafor Dmitri Stockton Alfred Ball Cordelia Ekwueme Johnny Jefferson Joe Okeke C. Daniel Stubbs, Jr. Deidra Barksdale Candice Elliott Edwin Jenkins Avril Okeke Ebony Stubbs R. Everett Bassie Gregory Ellison Norman Jenkins Florence Onochie Lemar Swinney Darrell Baxter Kimberly Ellison-Taylor J. Frank Johnson Eugene Padgett Floran Syler Ralph Bazilio Patrick English Gregory Johnson Dorothy Page-Proctor James Talley Ronald Benjamin Andrante Etheridge Patricia Johnson Frank Parker Rolanda Tate Earl Biggett Charmain Eubanks-Thomas Michael Johnson Michael Parkins Jeff Tate Melvin Blake Vernon Evans Gwen Johnson Keeca Parks Micheal Taylor Allen Boston Beverly Everson-Jones Robert Johnson Harold Parnell Ronald Taylor William Boswell Earl G. Fagan, Jr. James Johnson Greg Parris Sheila Taylor-Clark Ken Bouyer Felicia Farrar Mark Keener Kimberly Parris Francis Thomas Gloria Bracy Nicole Felix Anthony Kendall Leslie Patterson Allen Thomas Adrian Bracy Cecil Flamer Bridget Kinard Ramona Pearson Ralph Thomas Monica Brame Erby Foster Anthony King L. Matthew Perry Valerie Thomas Latarsha Brazle Carlyle Fraser LaToya Lacey Phillip Pierce Curtis Tomlin Odell Brown Genevia Fulbright Marjorie LaRue Tillman Pink Manuel Torres James Brown Tony Fuller Wayne Lee Pamela Pinkett Emmanuel Tuffuor Tyrone Browne Douglas Gaines Brittani Lee Mario Poole Lucy Turnage Linda Bryant Vernice Gamble Shelley Lee Hing Jenice Prather-Kinsey Raymond Vicks Maxine Buckles Fred Gamble James Lewis Starr Purdue Adrian Vieira Charles Burch Yosief Ghirmai W. Delores Lewis Okorie Ramsey Lamont Waddell William Byrd Bertram Gibson Wendy Lewis Moire Rasmussen Andre Wade Willie Carrington Hubert Glover Eddie Lightsey LaNita Ray Ronald Walker Deborah Carter Robin Gordon Leona Locke-Dotson Jesse Rhodes Emma Walker Charles Carter Norman Graves Clarence Lockett Harry Richards George Wallace Ruby Cato John Green Joe Lowry Avis Riley Lydia Washington Richard Caturano Verna Greer Betty Maple J. Edward Robinson Chester Watson Millicent Chancellor Derric Gregory Phillip Mark Troy Robinson Timothy Watson Marvin Chiddick Kim Griffin-Hunter Lawrence Mathews Frank Ross Anne White Paula Cholmondeley Austin Groom Roderick Mayo Michael Ross Donald White Sheila Clark Linda Guyden Yolanda McBride Janine Rouson Gwendolyn Wiggins-Walcott William Coleman Bennie Hadnott Milford McGuirt Michelle Royster Maria Wiley Brenda Coleman Brenda Hammond James McIntyre April Royster Humphrey Williams Ronald Coleman Ann-Marie Hammond Tina McIntyre Greta Russell Roger Williams Malcomb Coley Thomas Hampton Barbara McKinzie Deatrice Russell-Tyner Chrisalle Williams Gregory Collins Donna Hankins Jimmy McMillian Ray Sanders L. Anne Williams Charlotte Comer B. Harrell Richard McNamee Uso Sayers James Williams Anita Conner Calvin Harris Thomas McRae Patricia Scipio George Willie Kenneth Cooke Steven Harris Hassan Miah Carolyn Scott Veronda Willis Donna Cooper David Harrison George Miles Victoria Seay John Wilson Raymond Cooper Tiffany Harrison Kevin Miller Johnny Session Carol Wilson Deborah Cowan David Harrison Mark Miller Dave Sewell Michael Winston Charles Daniel Angela Haskell Judson Mitchell Tadeo Silva Daniel Worrell Maurice Danner Roland Hendricks Bert Mitchell Brainard Simpson Ida Yarbrough Carl Simpson16 2017 NATIONAL CONVENTION & EXPO

VIPsNABA’S HISTORYIn 1969, nine black professionals met in New York City to discuss NABA’s Founders NABA HISTORYthe unique challenges and limited opportunities they facedin the accounting profession. In that year, there were only 136 Ronald Benjamin, CPAblack certified public accountants out of a total of 100,000 in the Earl Biggett, CPAUnited States of America. Donald Bristow* Kenneth DrummondThis group sought to establish an organization that would Bertram Gibsonaddress the concerns specific to individuals of color entering the Richard McNameeprofession, as well as be committed to professional and academic Frank K. Ross, CPAexcellence. They were determined to make a difference and have George Wallacetheir voices heard. Michael Winston, CPAThe National Association of Black Accountants, Inc. (NABA, Inc.) NABA’s Past Board Chairsis the premier association for today’s black professionals in theaccounting and finance field. NABA, Inc. represents the interests Frank K. Ross, CPA, Founding Board Chair, 1969-1971of blacks pursuing, entering, navigating and succeeding in the William Aiken, CPA 1971-1973accounting profession. The mission of NABA is to address the Theodore A. Wilson,* CPA 1973-1974professional needs of its members and to build leaders that shape Fred S. Moultrie, CPA, 1974-1975the future of the accounting, finance, information technology, Thomas Barrow, CPA, 1975-1977and business professions with an unfaltering commitment to Marion Holmes, CPA,* 1977-1979inspire the same in their successors. NABA’s overall objective is Carl P. Simpson, CPA, 1979-1980to create business leaders. Focusing on the essential skills for Vernon Evans, CPA, CMA, 1980-1982success, NABA offers unique value-added leadership training and Phillip Pierce, CPA, 1982-1983professional development opportunities as well as venues for William Aiken, CPA, 1983-1985organizations and individuals to build new business. Ramona H. Pearson, CPA, 1985-1986 Clarence L. James, Jr., CPA, 1986-1987Through the efforts of NABA and other interested organizations, Ronald Leverett,* 1987-1988there are more than 100,000 African-Americans participating in Greta J. Russell, CPA, 1988-1990the fields of accounting and finance, and more than 5,000 are Ralph Albert Thomas, CPA, 1990-1992CPAs. Today, NABA continues to create opportunities to increase Dr. Lawrence T. Mathews, CPA, 1992-1994the pipeline of diverse professionals. Angela L. Avant, CPA, 1994-1997 Daniel H. Moore, CPA, 1997-2000From just nine founding members in 1969, the organization Erby L. Foster, Jr., CPA, 2000-2002currently boasts more than 169 professional and student chapters Kim Griffin-Hunter, CPA, 2002-2004across the country which total nearly 7,000 members and Norman Jenkins, CPA, 2004-2006partners with like-minded organizations, nationally, and globally. Gwendolyn D. Skillern, CPA, 2006-2008NABA represents the most diverse pool of accounting, finance, Walter J. Smith, CPA, 2008-2010and business professionals in the nation. Thirty percent of NABA, Calvin Harris, Jr., CPA, 2010-2013members are CPAs. As entry-level staff, managers, consultants, Kenneth E. Cooke, CPA, 2014-2016C-Suite executives, and entrepreneurs, NABA members representthe driving force behind many corporate, governmental andeducational institutions.As such, NABA has established a wide range of programs tospecifically assist accounting and finance professionals inachieving their career goals. Each program is a partnership withthe individual member and the business/ corporate communityto ensure that skills developed will assist businesses in achievingtheir desired financial, operational and management results.NABA has a history of building business leaders. *Deceased DARE TO LEAD 17

VIPs Congratulations!2017 NATIONAL AWARDS NATIONAL AWARDS CHAPTER PRESIDENT OF THE YEAR FRANK ROSS NATIONAL AWARDS OUTSTANDING MEMBER OF THE YEAR SOUTHERN Jeannine K. Brown, MBA SuDelta R. Henson, CPA CFO OF THE YEAR EASTERN Kim Jenkins Manigault, CPA Kimberly D. Parris, MBA PUBLIC ACCOUNTING CENTRAL Gray Smith, CPA Sandra Brummitt, MBA GOVERNMENT WESTERN Ryan J. Galloway, CPA, CGMA, CGFM Gene Padgett, CPA RISING STAR REGIONAL AWARDS FOR Tysheba L. Morgan, CPA, CIA OUTSTANDING SERVICE CORPORATE DIVERSITY SOUTHERN Crowe Horwath, LLP Portia Denise Dowell NON-PROFIT EASTERN Linda Howard Rautz Marc EDUCATION CENTRAL Randy V. Bradley, PhD, CPHIMS, FHIMSS Regina Hendricks INDUSTRY WESTERN Kimberly N. Ellison-Taylor, CPA, CGMA Tawana M. Nichols18 2017 NATIONAL CONVENTION & EXPO

NATIONAL AWARD RECIPIENTS VIPs Linda Howard, CPA Tysheba L. Morgan, CPA, CIA 2017 NATIONAL AWARDS National Achievement – Non-Profit Rising Star Who was your first NABA friend? Who was your first NABA friend? Johnny Session, Tallahassee Chapter. Ryan Galloway, Baltimore Metropolitan Johnny was very instrumental in helping Chapter us get the Greater Orlando Chapter started and he was my first great example of Which key employers influenced your “Lifting as We Climb”. career path? The Dow Chemical CompanyWhich key employers influenced your career path?OUC (Orlando Utilities Commission), where I worked for 25 years What’s on your ipod?before retiring from there and moving on to a new adventure. Lauren Hill, Foxy Brown (Ill Na Na), Chris Brown, Jay-Z, Bad Boy,OUC was very supportive of my NABA activities including Rick Ross, Rihannaproviding sponsorship for our local chapter, hosting meetingsand events at our offices, and sponsoring our ACAP program. Which NABA convention was your first? OrlandoWhat’s on your ipod?Songs of praise, including one of my favorites: “You No Longer Which NABA convention was your favorite?Have Dominion Over Me” by Jason Nelson. Las VegasWhich NABA convention was your favorite? Ryan J. Galloway, CPA,Held in Boston. This was the first time my family was able to travel CGMA, CGFMwith me to a NABA convention. It was like a big family reunion.They were as impressed as I was with all of the professional, National Achievement -Governmentbeautiful and handsome women and men of NABA. Themotivational speakers were great. I got a big lift that carried me a Who was your first NABA friend?few years down the road. Nicole Smith, Baltimore Randy V. Bradley, PhD, Which key employers influenced your CPHIMS, FHIMSS career path? Ernst & Young, S.B. & Company, CMMI, OMB National Achievement – Education What’s on your ipod? Who was your first NABA friend? Jay Z, Fabolous, Drake, Future, Calvin Harris, Black Coffee, Dimeta Smith, Nashville Professional Ed Sheeran Chapter Which NABA convention was your first? Which key employers influenced your Detroit, 2005 ( and every one since) career path?My prior role as an IT Consultant with Computer Sciences Which NABA convention was your favorite?Corporation influenced my career path more than any other. Tie between Las Vegas & Ft. LauderdaleI would also like to acknowledge Dixon Hughes Goodman’sinfluence. Although I did not work for DHG, my interactionswith them as a corporate relational partner with the universitycontinue to influence how I engage and mentor students.What’s on your ipod?Worshipper’s MedleyWhich NABA convention was your first?New Orleans - 2009Which NABA convention was your favorite?Las Vegas - 2015 DARE TO LEAD 19

VIPs NATIONAL AWARD RECIPIENTS CONTINUED2017 NATIONAL AWARDS Gray Smith, CPA Jeannine K. Brown, MBA National Achievement - Public Accounting Frank Ross National Outstanding Member of the Year Who was your first NABA friend? Beverly Everson-Jones, Baltimore chapter Who was your first NABA friend? Kecia Williams Smith, NABA-Atlanta Which key employers influenced your Chapter career path? Arthur Andersen Which key employers influenced your career path? Deloitte and entrepreneurship ventures What’s on your ipod? Jazz, hip hop, rap, R&B, classic What’s on your ipod? Kirk Franklin, Isreal Houghton, Jill Scott, Floetry, Laura Izibor and Which NABA convention was your first? Missey Elloitt Washington, DC/1990s Which NABA convention was your first? Which NABA convention was your favorite? Philadelphia 2007 Tie between Chicago and Atlanta Which NABA convention was your favorite? Kim Jenkins Manigault, CPA Atlanta 2008 CFO of the Year Kimberly N. Ellison-Taylor, CPA, CGMA Which key employers influenced your career path? National Achievement - Industry All of my employers played a significant role in developing me into the person and Who was your first NABA friend? the professional I am today. “Hmmmm, I will get in trouble with this one, because I don’t remember.” :) What’s on your ipod? Everything from Aerosmith’s ‘Dream On’ to Donny Hathaways ‘A Which key employers influenced your Song for You’ to Drake’s ‘Passionfruit’ to Mobb Deep’s ‘Aight Then’ career path? NASA Goddard Space Flight Center and KPMG Which NABA convention was your first? 2004 Orlando What’s on your ipod? Mix of R&B, Reggae, Hip Hop and Pop from the 1960s to 2017 Which NABA convention was your favorite? 2006 Hollywood Florida Which NABA convention was your first? Tennessee Which NABA convention was your favorite? Las Vegas20 2017 NATIONAL CONVENTION & EXPO

CHAPTER PRESIDENTS OF THE YEAR VIPsAWARD RECIPIENTS Portia Denise Dowell Sandra Brummitt, MBA CHAPTER PRESIDENTS OF THE YEAR Southern Region Chapter President of the Central Region Chapter President of the Year Year Who was your first NABA friend? Who was your first NABA friend? Tena Tysheba Morgan, Baltimore Chapter Which key employers influenced your Which key employers influenced your career path? career path?Deloitte/Marriott/Bank of America Exelon Corporation (which acquired Constellation in 2012) introduced me to NABA as a professionalWhat’s on your ipod?Prince, Kashif, Glenn Jones, Kem, Najee, Johnny Gill, Alicia Keys, What’s on your ipod?Jeffrey Osborne I’ve retired my iPod, however, I create playlists on iTunes & Tidal that vary widely from Drake, Kendrick Lamar, Beyonce, andWhich NABA convention was your first? Chance the Rapper to Alabama Shakes, Coldplay, and Hurray for2005, Detroit, Marriott Renaissance Center, Detroit, MI the Riff Raff.Which NABA convention was your favorite? Which NABA convention was your first?2006/Westin Diplomat Resort & Spa, Hollywood, FL 2014 National Conference in Washington, D.C. Rautz Marc Which NABA convention was your favorite? I haven’t been to my favorite conference yet – as my NABA family Eastern Region Chapter President of the grows, each conference gets better and better! Year Gene Padgett, CPA Who was your first NABA friend? Ketnah Parchment Western Region Chapter President of the Year Which key employers influenced your career path? Who was your first NABA friend?KPMG & Prudential Financial Reynolds Robinson, PhiladelphiaWhat’s on your ipod? Which key employers influenced your90s raps, trap music, & Kompa music career path? PriceWaterhouseCoopersWhich NABA convention was your first?New Orleans 2008 What’s on your ipod? Maxwell, Faith Evans, and Old School Hip-HopWhich NABA convention was your favorite?Washington, DC Which NABA convention was your first? Baltimore, 1996 Which NABA convention was your favorite? Miami, 1997 DARE TO LEAD 21

VIPs REGIONAL AWARDS FOR OUTSTANDING SERVICEREGIONAL AWARDS FOR OUTSTANDING SERVICE SuDelta R. Henson, CPA Regina Hendricks Southern Region Outstanding Service Central Region Outstanding Service Award Award Who was your first NABA friend? Who was your first NABA friend? Andrante Etheridge & Linda Magee Kim Griffin-Hunter, Miami (met during Wichita Chapter Accounting Case Study at Florida A&M. She was our assigned Deloitte Liaison) Which key employers influenced your career path? Which key employers influenced your career path? Pizza Hut, Inc & Koch Industries Deloitte & CSX Transportation What’s on your ipod? What’s on your ipod? Gospel & R&B Solange (Seat at the Table), Jill Scott, and Anthony Hamilton Which NABA convention was your first? Which NABA convention was your first? 2016 Hollywood, Florida Philadelphia, PA (2007) Which NABA convention was your favorite? Which NABA convention was your favorite? 2016 NABA National Convention New Orleans, LA (2009) Tawana M. Nichols Kimberly D. Parris, MBA Western Region Outstanding Service Eastern Region Outstanding Service Award Award Who was your first NABA friend? Who was your first NABA friend? Rosalind Danner, NY Chapter Erby Foster, Lifetime Member of San Francisco, introduced me back to NABA Which key employers influenced your career path? Which key employers influenced your JPMorgan Chase career path? My entire career since graduating from Howard University has What’s on your ipod? been at The Clorox Company. Dianne Reeves, Dave Koz, Jaheim, Nas, and Panic at the Disco What’s on your ipod? Which NABA convention was your first? If you hit the shuffle button on my iPhone, you will hear an Las Vegas 2015 Convention interesting playlist of R&B, gospel, pop, reggae, and hip hop, and maybe a country tune. Which NABA convention was your favorite? Hollywood, FL 2016 Convention Which NABA convention was your first? Detroit, 2005 Which NABA convention was your favorite? I can’t choose one. They each created a special memory whether it was something I learned, someone I met, or an experience that left me in awe.22 2017 NATIONAL CONVENTION & EXPO



LNeAaBdA ership Exclusive to LDI Participants Development the LDI Reception is Tuesday, June 6 from 6:00pm - 7:00pm INSTITUTESLEADERSHIP INSTITUTE OVERVIEW Executive Leadership Development Institute Session Description: (ELDI) Navigating High Stakes Communication Session Dates and Times: Discussions about the bottom line are among the most important in any organization, and no one is more central to that • Tuesday, June 6 - 8:30 am - 5:00 pm conversation than accounting and finance professionals. NABA • Wednesday, June 7 - 10:00 am - 3:00 pm members are often called upon to have frank conversations and must deliver information and guidance about sensitive Sponsored By: matters with clarity, confidence and compassion. Even the most competent professionals don’t always agree, and offering Presenters and Speakers: Dr. Mike McDermott, Georgetown your perspective to peers, senior executive, clients, or outside University McDonough School of Business stakeholders can be uncomfortable and even impact your career path. Through this session, facilitated by trainers from the popular Session Description: Crucial Conversations Workshops series, learn to speak honestly Emotional Intelligence: The Leadership Edge and strategically while enhancing important relationships and Senior executives are often thought of as perfectly balanced, elevating your credibility as a key partner in decision making. dispassionate leaders who make decisions based solely on the facts and the best interests of the organization. In reality, senior Aspiring Leaders Development Institute executives are human beings like everyone else, bringing with (ALDI) them their own experiences and emotions that bear upon their judgement. An executive’s ability to strike the right balance For participants with 4 to 7 years of experience. ALDI is designed between compassion and logic is often a key contributor to for aspiring and newly promoted managers. It focuses on his or her success as a leader. This session will explore how examining and discussing the challenges many managers face in emotional intelligence influences a senior executive’s ability their companies as they prepare to accelerate their careers. to manage his or her own emotions and those of colleagues, subordinates, customers, and clients and how it can be leveraged Session Dates and Times: to benefit the organization he or she leads. • Tuesday, June 6 - 8:30 am - 5:00 pm Management Leadership Development • Wednesday, June 7 - 8:30 am - 3:00 pm Institute (MLDI) Sponsored By: For participants with 7 to 11 years of experience, MLDI Sessions are designed to motivate and inspire participants to increase Presenters and Speakers: performance as individuals, manage teams, and strengthen Daphne Latimore, Frank K. Ross, Rob Young their leadership competencies. This program equips mid- level managers with the tools that will enhance their ability to Session Description: motivate others, streamline processes and influence colleagues The ALDI two-day program will expose you to proven strategies to make the best business decisions. that will help you market your skills & abilities by building a Session Dates and Times: personal brand that reflects leadership presence. Proactively take charge of your career mobility and be a part of a new & growing • Tuesday, June 6 - 8:30 am - 5:00 pm generation of black managers and executives. Learn how to • Wednesday, June 7 - 8:30 am - 3:00 pm positively influence and impact team dynamics to drive business results. Take actions today to enhance your opportunities to Sponsored By: achieve your career aspirations. For much of corporate America, racial diversity in leadership continues to be a challenge. There Presenters and Speakers: Maria Moss, Vital Smarts have been only 15 black CEOs in the history of the Fortune 500, of whom five are currently in the role. Black men and women account for only 5 Fortune 500 CEOs, 4.7% of executive team members in the Fortune 100, and 6.7% of the nation’s management jobs. The ALDI two-day program will provide you with an experiential learning environment designed to leave you with practical strategies and tools that when applied will immediately propel your career path forward. You can sustain your learning by creating a development plan that will be measured through a post-conference coaching call.24 2017 NATIONAL CONVENTION & EXPO

SPEAKER BIOS Dr. Mike McDermott, ELDI Frank K. Ross, ALDI LEADERSHIP INSTITUTE OVERVIEW Dr. Mike McDermott holds a Ph.D. in Frank K. Ross is the director of the Howard psychology from the University of Notre University School of Business Center for Dame. He has practiced as an organization accounting Education and a visiting and leadership behavior professional for over professor of Accounting. In December thirty years. He has extensive consulting 2003, Frank retired from KPMG after experience with companies across many providing over thirty-eight years of service.sectors and of varying sizes, ranging from start-ups to multi- In 1968, Frank was one of the nine co-founders and the firstnational corporations. Additionally he served as the Chief president of the NABA. Frank is the author of“Quiet Guys CanLearning Officer and Global Vice President of Organization Do Great Things, Too: A Black Accountant’s Success Story.”AllEffectiveness for three Fortune 500 companies: Capital One, AES proceeds from the sale of the book are earmarked for& T. Rowe Price. He has published several books and numerous scholarships for accounting students. Frank is a graduate ofarticles on team effectiveness, leadership, change management, Long Island University where he earned a Bachelors of Scienceand culture. Professor McDermott holds an emeritus advisory chair degree in accounting and an MBA degree.in the Marshall School of Business at the University of SouthernCalifornia and is an adjunct professor at Georgetown’s McDonough Daphne B. Latimore, ALDISchool of Business. He is a highly regarded executive coach whohas worked with both emerging leaders and senior executives. He Daphne B. Latimore is the founder andhas conducted numerous workforce programs aimed at improving managing partner of D.B. Latimoreemployee engagement. His recent research in the area analyzed Professional Services Group, LLC athe impact of ‘making progress’ on engagement in over 6,000 boutique firm specializing in Humanemployees across a variety of industries. His study on performance Resource Management, Professionalmanagement practices is the most widely cited article in the Coaching Services and Workforce Seminars. As a senior HROrganization Dynamics Journal. Practitioner and Corporate Executive Daphne’s leadership accomplishments have been cultivated within both the Maria Moss, MLDI public and private sectors, with extensive experience in coaching and consulting senior leaders across diverse Maria Moss is a trainer for Vital Smarts. She lines of business. Daphne’s business acumen, her 20 years has facilitated courses varying from new-hire of strategic and operational expertise and the application on-boarding sessions for large groups to of human capital principles have been credited for intact team building sessions to open successfully transforming and aligning domestic and enrollment courses on various topics to international HR organizations with corporate business conference keynotes. Maria has spent a lot of imperatives. She specializes in establishing sustainabletime working with leaders at all levels from frontline to executive, workforce productivity programs and creating frameworkshelping them harness and grow their leadership potential. Her to support enterprise wide transitions.strength is in program development and facilitating coursesaround pre-determined leadership skills. Her areas of expertise Rob Young, ALDIinclude leadership and employee development, manufacturing,government, education, non-profit, and the financial industry. Rob Young has 17 years ofNotable clients include Gulfstream Aerospace, Jet Aviation, experience with PwC servingGeneral Dynamics NASSCO, Great Dane Trailers, Electric Boat, clients worldwide and now servesTSYS, United Way of Coastal Empire, Savannah Rape Crisis Center, as a partner. His career has beenand Franklin Covey. focused on advising private equity funds and private/public companies on complex accounting and capital market transactions such as mergers & acquisitions, divestitures, initial public offerings, and debt/ equity offerings. Rob is a CPA in the state of Pennsylvania. He received his bachelor of arts from Bucknell University and completed his executive education 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. DARE TO LEAD 25

KEYNOTE ADDRESS/OPENING GENERAL SESSION FUTURE SKILLS KEYNOTE ADDRESS/OPENING GENERAL SESSION Wednesday, June 7 | 4:00pm – 6:00pm | Grand Ballroom The breathtaking rate of acceleration Kimberly N. Ellison-Taylor, CPA, in technological advancements and CGMA, is chair of the American Institute new ways for personal connections has made the workplace of today nearly of CPAs’ Board of Directors. She has a unrecognizable from that of a decade ago. lengthy history of volunteering for the profession, including serving as a member The pace of change is only quickening, and the fundamental of the AICPA Business and Industry skills of the accounting and finance professional in 2027 may not Executive Committee as well as the AICPA be obvious today. AICPA Chairman Kimberly Ellison-Taylor will Board of Directors where she served as a interview Walmart Executive Vice President and Chief Financial member of the Audit and Finance Officer Brett Biggs about how his company creates systems to committees. Ellison-Taylor also worked with the Benevolent Fund, embrace unforeseen changes in the industry, and in commercial and has served as a Council representative. She is a past chair of and regulatory environments, as well as the evolution of the Maryland Association of CPAs, and has served on many of its competencies that enable its most valuable employees, committees, including the New Young Professional Network and contractors, and partners to positively leverage change. Tomorrow’s CPA. Attendees will get a glimpse into the emerging architecture of Brett Biggs is executive vice president the roles in accounting and finance which will impact how they approach professional and personal growth. Panelists will discuss and chief financial officer for Walmart. He the skills that future leaders will need, and examine the what is responsible for accounting and control, successful professionals will need to embrace the ever-evolving corporate strategy and development, way in which people work, interact, and conduct business. business planning and analysis, internal auditing, treasury, tax, global shared services, and several other key areas of the company. Before being appointed to his current role, he was executive vice president and chief financial officer for Walmart International, where he was responsible for all global finance activities, including accounting and controls, business planning and analysis, financial services, and support for real estate, M&A, and strategy. Prior to that, Brett served as executive vice president and chief financial officer for Walmart U.S., where he was responsible for U.S. finance functions including strategy, merchandising, logistics, financial services, real estate, operations, and financial planning and analysis. Brett is involved in various civic functions including serving on the Board of Directors for MANA, a nonprofit group focused on acute malnutrition in African children. Brett also serves on the Cancer Challenge Board and is a former member of the Board of the First Tee of Northwest Arkansas.26 2017 NATIONAL CONVENTION & EXPO

You’re Invited 2017 NABA NATIONAL CONVENTION & EXPO PRESENTS Corporate Hospitality SuitesStart your evening off right and join us for two hours of networking and connecting with potential employers! Intimate setting for one-on-one interaction | Cocktails and Hors d’oeuvres Wednesday, June 7, 2017 | 6:00pm – 8:00pm Hilton New Orleans Riverside, Third Floor Check convention app for room locations Dress: Business Casual Sponsored by:Join us! Hosted by: OPENING RECEPTION Wednesday, June 7, 2017 | 8:30pm – 10:30pm Mardi Gras World

CAREER EXPO CAREER EXPO ACTIVITY ZONES Thursday, June 8 | 1:30pm – 6:30pm Grand Salons - 1st Floor Professional Headshots Sponsored by Cyber Cafe Sponsored by Remember to visit all of our corporate partners and check out who’s new for 2017!28 2017 NATIONAL CONVENTION & EXPO

EXPO FLOOR PLAN EXHIBITORS FLOORPLAN DARE TO LEAD 29

NABA PRESENTS A Celebrations of Scholars 2017 NATIONAL SCHOLARSHIP LUNCHEON THURSDAY, JUNE 8, 2017 | 11:00AM - 1:00PM Keynote Speaker: Dr. Calvin Mackie Dr. Calvin Mackie is an award winning mentor, an inventor, an author, a former engineering professor, an internationally renowned speaker, and a successful entrepreneur. Mackie has won numerous awards including the 2003 Presidential Award for Excellence in Science, Mathematics and Engineering Mentoring in a White House ceremony. Dr. Mackie was awarded the highest honor bestowed upon a graduate of Morehouse College, A Candle in the Dark’s “Bennie” Award for his many academic, professional, and entrepreneurial achievements. Following the catastrophic Hurricanes Katrina and Rita in 2005, former Louisiana Governor Kathleen Blanco appointed Dr. Mackie to the thirty-three member board of the Louisiana Recovery Authority (LRA), the guiding agency to lead the state’s rebuilding efforts. In 2009, then Louisiana Lt. Governor Mitch Landrieu appointed Dr. Mackie to the Louisiana Council on the Social Status of Black Boys and Black Men. Most recently, Dr. Mackie founded STEM NOLA, a non-profit organization founded to expose, inspire, and engage communities about the opportunities in Science, Technology, Engineering and Mathematics (STEM). Dr. Mackie’s is the author of two award winning books: A View from the Roof: Lessons for Life and Business and Grandma’s Hands: Cherished Moments of Faith and Wisdom. SPONSORED BY30

SCHOLARSHIP RECIPIENT BIOS Antonio Bell is from Fort Drum, 2017 NATIONAL SCHOLARSHIP RECIPIENTS BIOS Kyria Aho is a senior at Texas A&M New York and has always been a person to volunteer time in his military University-Commerce pursuing a community. His most recent bachelor’s degree in accounting. She has accomplishment was to create a maintained a GPA of 3.85 and has been playground for families to spend time named to the President’s List her entire together while the mother or father is college career. She is an active member deployed. His goal in life is to become a of NABA as well as other organizations on forensic accountant for the Federal campus and in the community. She plans Bureau of Investigation. on obtaining her CPA and ultimatelyestablishing a CPA practice. Kacey Bernard is an accounting Isaac Akanmu is a Nigerian major at Monroe College and currently serves proudly as the president of the American born and raised in Staten Monroe College NABA student chapter. Island, New York. A sophomore at the In addition to her six courses per Macaulay Honors College at CUNY semester, she is also employed as an Baruch on full academic scholarship, Isaac academic mentor and resident assistant is a dedicated member of NABA Baruch, at her school. These positions have the African Student’s Association, and strengthened her leadership, social and Golden Key International Honour Society. communication skills. Tenacity, passion for what she does and Recently, Isaac completed an internship God has allowed her to remain disciplined and maintain her 4.0at PricewaterhouseCoopers, LLP and was honored as a NABA GPA.Eastern Region scholarship award winner. Wendon Blair is the oldest of 4 Raphael Allen, II is a junior children to Wendell and Leketia Blair. He accounting major with a finance minor is a junior accounting major at Jarvis from Sanford, North Carolina attending Christian College in Hawkins, TX set to Winston-Salem State University. As a graduate in May of 2018, he has had the member of NABA, he serves as treasurer honor of traveling to St. Louis, New for the Winston-Salem State University Orleans, Oakland/San Francisco, Raleigh/ Chapter. He also serves as the President Durham, Atlanta, Washington D.C., and of Beta Gamma Sigma, International Perryville on behalf of his internship, Business Honor Society, and Beta Alpha numerous scholarship, non-profit, and school organizations, andPsi. He is motivated by his love for learning and succeeding as he The White House Initiative on HBCU’s.strives to become successful. Pearl Brian-Esema is one person Mirabel Awoniyi is a freshman driven with immense passion for success. student from Huston-Tillotson University What many call obstacles became majoring in accounting. She was born necessary tools for climbing and and raised in Nigeria. She is a W.E.B discovery of oneself. Her discovery of self Dubois Scholar working to maintain her came about after her dad lost his job and newly obtained 4.0 GPA. She is the she was suddenly faced with prospects treasurer of the HTU NABA Chapter. She is never envisaged in life which threatened an active member of Pre-Alumni Council, her life ambition of being who she is Toastmasters International and turning out to be now.International Students Association. Mirabel’s great desire is to addvalue to whatever she does or finds herself doing. She believespressure makes diamonds. DARE TO LEAD 31

2017 NATIONAL SCHOLARSHIP RECIPIENTS BIOS SCHOLARSHIP RECIPIENT BIOS CONTINUED Pierre Djonou is an accounting and Shantel Brown is a junior at finance student at Minnesota State University. Last academic year, from Monroe College blossoming to become a August to December 2015, he applied for CPA. After earning her BBA in accounting, over 250 summer internship positions for she intends to zealously pursue a masters 2016. He was rejected for all those degree to get her CPA license. She applications and he felt like school was a believes that “volunteers are not paid not waste of time. After attending the NABA because they are worthless but priceless.” national convention and receiving 3 offers This is to say Shantel is a strong advocate from top companies, he decided to become a NABA ambassador for involvement: serving as SCREP Chair, and preach the NABA opportunity from my success story. and actively volunteering in the academic center at Monroe and recently NABA VITA tax program. Djonna Dorouwa is a junior and an Calvin Calloway attends Eastern accounting major at Monroe College. He is currently an active member of NABA Michigan University and within NABA student chapter. His achievements awards program events for his chapter of the for Academic Excellence include the organization. He loves numbers and using President List and Dean List for the past two my analytical skills to figure out problems, semesters. He was born and raised in Togo, which is why he chose to be an accountant. West Africa, an orphan and is a volunteer of Outside of school he enjoys taking part in the NABA-NY VITA/TCE program. community service, planning his future, and playing video games. Joyce Esedebe is a sophomore A’naiya Cozart is a driven young undergraduate student at Lincoln University in Pennsylvania, working lady who attends LaSalle University. towards a double major in Accounting A’naiya has maintained a 3.8 GPA and and Computer Science. She has an overall currently serves as LaSalle’s NABA GPA of 3.99 and a major GPA of 4.00. She President. She loves traveling, basketball also serves as the treasurer of Class of and shopping. As one who embodies the 2019 Student Government Association “Lifting As We Climb” motto, A’naiya loves and as a resident assistant. to give back to the community. In 2016, A’naiya participated in various give-back Christopher Feazell is a junior initiatives. As A’naiya develops professionally, she hopes to merge her passion for traveling and giving back with her accounting from Mendenhall, Mississippi, majoring in career. accountancy with a minor in economics. On campus, he is involved in Phi Kappa Phi Mykela DeVille is a freshman and Gamma Beta Phi honor societies. He is the vice president of programming for the accounting major at Howard University. NABA, Co-Treasurer for the Black Student Mykela graduated from Rockville High Union, Education Chair for the Columns School as an International Baccalaureate Society, Peer Leader for the Luckyday scholar and also served as the team Success Program, and a Start Intern for the Atlanta Office of captain for the Varsity Cheerleading Squad. PricewaterhouseCoopers, LLP. She also participated in a mentoring program, National Honors Society and various service groups. At Howard, Mykela is a member of the National Association for Black Accountants, the Howard University DMV Club as well as involved in service learning projects throughout campus.32 2017 NATIONAL CONVENTION & EXPO

SCHOLARSHIP RECIPIENT BIOS CONTINUED Ashli Hodges is a young woman 2017 NATIONAL SCHOLARSHIP RECIPIENTS BIOS Allison Floyd is a junior honor from Stone Mountain, Georgia. She is a senior human and organizational student at the University of Mississippi development major with a specialization from Magee, MS. She is currently in leadership and organizational pursuing her interest in accountancy effectiveness and an African American along with a minor interest in Spanish and diaspora studies minor at Vanderbilt while being president of her university’s University. After she graduates, she will NABA chapter and while also maintaining attend Owen School of Management and pivotal roles in other organizations. After pursue a master of accounting. She is passionate about giving completing undergrad, she plans to back and providing opportunities to those who cannot do so forcontinue her studies at Ole Miss in efforts to become a CPA. themselves. Kayla Foy is a sophomore majoring Laura Huckleby is an accounting in accounting and finance at Tuskegee major at Tuskegee University. She has a University. She has been able to maintain 3.82 overall. She is the Treasurer of her a 3.8 GPA, while being extremely active school’s NABA student chapter. Her on campus. Due to her hard work, Kayla academic achievements include the was awarded the Distinguished Freshman Honor Roll, several scholarships within Achievement. Upon graduation, she Tuskegee University; including the AICAP plans on pursuing a career as an auditor Legacy Scholarship, and a previous NABA or a financial analyst. When she is not Scholarship recipient. Laura is a memberfocusing on her studies, you will find Kayla spending quality time of the Texas Club, and is the Vice President of Finance for Pi Sigmawith her family. Epsilon Fraternity Inc. Jonathan Ghebreamlak is a Candace Irons is a second year young man from Garland, Texas that was accounting major at The University of raised by two parents that migrated to Georgia. She was introduced to NABA in America to give their children a better life. 2014 by participating in the Accounting Jonathan has gone above and beyond to Career Awareness Program in Atlanta, GA. satisfy his parents through his exceptional Ever since then, she have been following academics and constant strive for greatness. the motto, “Lifting as We Climb” in not only her professional life, but as well as her Omolara Giwa is a junior daily life. accounting major at the University of Jasmin Johnson is a business Central Florida. During the time that she has have been at UCF, she has maintained administration major with a a 3.8 GPA and received numerous concentration in accounting. Originally academic honors. Also, she has been from Long Beach, CA she attends Fisk involved with the National Council of University in Nashville, TN as a rising Negro Women(NCNW), UCF’s student junior. Her interest lies in the overlap of philanthropy Knight-Thon, the UCF finance and accounting found inCollege of Business Administration as a Student Ambassador and investment banking and valuation.the student chapter of NABA at UCF. However, her hobbies and pastimes include working with start-ups, art, and spending time with Jeremiah Hathorn grew up in St. friends. She hopes to become a CPA and work in the financial services industry in the future. Louis, Missouri. Jeremiah obtain has BSBA in Accounting at Southeast Missouri State University, class of 2015. He is currently a graduate student at Lindenwood University earning his master’s degree in accountancy. With his degree he plans to sit for the CPA and CMA licenses and pursue a career in corporate accountingto one day become CFO of a fortune 100 company. DARE TO LEAD 33

2017 NATIONAL SCHOLARSHIP RECIPIENTS BIOS SCHOLARSHIP RECIPIENT BIOS CONTINUED Akil Martin is an ambitious and Chris-Annie Joseph is originally professional individual from Saint Kitts which is an island located in the from Port-au-Prince, Haiti. She currently Caribbean. His goal of becoming a CPA resides in Baton Rouge going to LSU. encouraged him to attend the University Sometime after she graduates and starts of North Carolina Charlotte which he is a working, she plans to visit Haiti more and junior, pursuing a Bachelor of Science more and look into ways that she can degree in Accounting. He has always serve it and make a positive impact in been an active member of his other’s lives. She enjoys spending time community, where he developed leadership and teamwork with friends and being adventurous. She oriented characteristics. likes cooking, watching movies, dancing, working out and listening to music or simply trying anything new. Karlyn Mason is a junior Mpho Lethoba is a junior at accounting major from Los Angeles, California currently attending Howard Huston-Tillotson University, in Austin University. She has a 4.0 GPA in her major Texas. She was born and raised in and a 3.81 overall. She is the Treasurer of Lesotho, Southern Africa. She is a W. E. B. the NABA Howard University Chapter. Her Dubois Honors Scholar maintaining a 4.0 most recent academic achievements GPA. Mpho is the Vice-President include becoming a member of Alpha Operations of the HTU NABA Chapter, Kappa Psi Professional Business Fraternity, Vice-President Education of Toastmaster Jordan Scholarship Award on behalf of Howard University, International and Treasurer of Golden Key Howard University School of Business Scholarship, and NABA DC International Honours Society to mention a few. She loves Metro Local Scholarship. reading on entrepreneurship and investment. She also enjoys hiking, skydiving, and bungee jumping. Hillary Mokaya is an honors Kimberly Lewis is a Texas native student at Claflin University pursuing a degree in Business Administration with a but has lived in seven different states concentration in Accounting and because she is also a Navy brat. She has Finance. He is a systems thinker, a received her Bachelor of Business T-shaped professional , and a student of Administration in Accounting from Texas life. What motivates him to achieve is the Southern University and is currently need to create value in whatever he does, working on completing an Executive whether for a client, or for a team. He is MBA in Energy Finance while studying to also very passionate about innovation, leadership, and sit for the CPA exam. In her free time, community service. Kimberly loves to travel and has a mutual love for the Dallas Cowboys and the Houston Texans. Nasheka Nash is currently Kelsi Long is a junior at the pursuing her MBA at Monroe College. She holds a Bachelor’s degree in University of Alabama majoring in Accounting (honors) from the University Accounting. She has interned with Ernst of Technology, Jamaica. She enjoys and Young in Atlanta and San Diego. Kelsi conducting research and hopes to one serves as Fundraiser Chair for the day become an entrepreneur. As such, Culverhouse College of Commerce she hopes to develop a product which Ambassadors, Treasurer for Mortar Board will offer convenience to car owners as it Honor Society, Director of Scholarships relates to the care and security of their vehicle. for the Student Government Association (Finance Division) and is an active member in her university’s NABA. She also volunteers with Impact America. Kelsi plans to work in public accounting.34 2017 NATIONAL CONVENTION & EXPO

SCHOLARSHIP RECIPIENT BIOS CONTINUED Trevor Nelson is a sophomore Grace Nolitse is originally from 2017 NATIONAL SCHOLARSHIP RECIPIENTS BIOS majoring in accounting and finance with Togo, a West African country. She is a a minor in mathematics at NC A&T State freshman in Accounting at Huston- University. He aspires to own a large Tillotson University with a 4.0 GPA. She Hedge Fund and empower people to enjoys helping the community and understand the importance of personal currently works as a computer lab finance. He is an honor student that assistant in her school. She is also part of enjoys volunteering and learning outside the International Students Association. of the classroom. Upon graduation, Mr. Grace dreams of becoming a goodNelson plans to begin his career in investment management to accountant able to contribute to the development of herstart his path to owning his own Hedge Fund. country’s economy. Her maxim is: “Everything made with determination always works”. Triza Nganga is a currently a senior . who will be pursuing her master’s degree in accounting this fall. She is actively Similoluwa Oyefeso is a involved in the University of Texas at Dallas campus, where she holds various freshman at the University of Texas at officer positions, including the Vice- Dallas majoring in finance. She is President of the UTD NABA Chapter, and American by birth but Nigerian by blood. works as a campus tutor. Triza has Her experiences as a Nigerian influences completed various internships at PwC her to impact the world significantly. As aand plans on taking the CPA Exam to become a licensed CPA result, community service is very centralafter graduating with her master’s degree. to her life and she hopes to create a legacy of philanthropy in the future. Blessing Nkama is currently a . sophomore at Baruch College pursuing a major in accounting. She keeps her mind Dennis Peebles, III is a freshman sharp outside of the classroom by reading leadership and fiction books, accounting major at NC A&T State singing in the choir, playing the drums University. He is a member of Oak City and volunteering. Her biggest Baptist Church located in Raleigh, NC inspirations are her parents and her where his grandfather, Rev. Dr. William T. grandest desire is to one day be an Newkirk Sr., is pastor. The many activities he participated in at church have moldedinspiration to others. him to be who he is today. He is an active member of NABA. Upon graduation, he Chinedu Nnaji is a senior at will become a successful Financial Adviser. Morgan State University, currently . pursuing a BS degree in accounting with honors. He is the vice- president of his Jada Pinckney is a business school NABA Chapter and treasurer for Beta Alpha Psi. When not engaged in administration major with a school work he involves himself in concentration in finance. She is currently volunteering. He is also a member of a Sophomore at Mercy College. Her numerous honor societies such as Golden academic achievements include beingKey Int’l, Phi Eta Sigma, Beta Gamma Sigma & National Society of named on the Business Honors Dean’sCollegiate Scholars and is a WileyCPA campus rep. list, inducted into the National Society of Collegiate Scholars and treasurer for the Mercy college NABA chapter. She was the recipient of the 2016 NABA Eastern Region Conference Grant Thornton Scholarship and was the 2016 Deloitte Case Study Competition 3rd place winner. . DARE TO LEAD 35

2017 NATIONAL SCHOLARSHIP RECIPIENTS BIOS SCHOLARSHIP RECIPIENT BIOS CONTINUED Jodeen Shillingford Courtney Privette is a senior is an ambitious accounting and computer information systems double accounting student at North Carolina major at Grambling State University, A&T State University. She is an active home of the current HBCU football member of Beta Alpha Psi and Beta champions. She currently serves as the Gamma Sigma Honor Societies. She will vice president of her N.A..BA student be attending The Ohio State University in chapter and enjoys working on campus the fall of 2017 to complete a Master of as a Senior Resident assistant. She Accounting. She has completed two belongs to several other organizations and societies but in her internships with Deloitte & Touche LLP, spare time enjoys baking, music, movies, campus events, sports and has accepted a full time offer out of their Raleigh office. and community service activities. . . Jordaan Ramirez-Jennings Brianna Stephens is a sophomore has three younger siblings but he is the at The University of Alabama studying first born to Ryan and Nikki Ramirez- Accounting with a Specialization in Real Jennings. He is a 2015 alum of Topeka Estate. She holds the following positions: High School graduating with superior Assistant Team Leader for the Center for honors. He is currently attending Ottawa Service and Leadership and the University with a double major in Programming Coordinator/ Chairperson accounting and economics. Currently for NABA. Brianna also participates in other maintaining a 3.8 grade point average, he extracurricular activities such as weekly believes in strong work ethics, taking the extra effort, honesty, service and a host of clubs/organizations. She is a member of the commitment and by doing this he will be successful. Honors College and has been awarded with both President’s and Dean’s List recognition. . . Moya Reid is a W.E.B. DuBois Scholar Gregory Stewart is a junior at Huston-Tillotson University. She is a junior pursuing a B.A. in Business finance student from Garner, North Administration with a concentration in Carolina. He currently attends North Accounting. She is the President of the HT Carolina Agricultural and Technical State chapter of NABA, Vice-President University and has maintained a 3.87 GPA. Membership for HT’s Toastmasters and Gregory has been an active member of P.R.O. for Golden Key International. She will NABA for three years and previously be interning with PricewaterhouseCoopers served as Vice President. During the at the Houston office this summer. Her life motto is: “If the plan spring of 2017, Gregory studied abroad in doesn’t work, change the plan but never the goal”. Cyprus at the University of Nicosia. Upon graduation, Gregory plans to pursue his goal of becoming a financial analyst or . financial advisor. Jasmine Richardson is a senior . studying accounting with a Xavier Thomas is a junior finance concentration in financial analysis at North Carolina State University. She major at Winston-Salem State University. currently serve as the treasurer of the NC He serves as Mister Omega Psi Phi and is State NABA chapter. She will be apart of The National Association of Black continuing her education at NC State Accountants, Rams Asset Management while pursing a Masters of Accounting and G3 Rams Community Enrichment. He through the Jenkins Graduate School of also serves as a campus ambassador, Management. After obtaining her CPA, she plans to start a career office assistant and math tutor. Due to his in corporate taxation. hard work and dedication, Xavier has been awarded the Tabernacle Baptist Church Scholarship, . Tabernacle Baptist Silver Award, and the Tabernacle Baptist Church Participant award. .36 2017 NATIONAL CONVENTION & EXPO

Ashia Thompson is a senior Michael Williams was born in the 2017 NATIONAL SCHOLARSHIP RECIPIENTS BIOS accounting major at Monroe College. She Boston, Massachusetts and lived there for has a 4.00 GPA within her major and three years. Relocated to Lagos, Nigeria, overall. She is the 2nd Executive Vice and lived there for 12 years. He moved to President of her school’s NABA student Canada for five years, and currently lives chapter. Her most recent academic in DeKalb, Illinois. He is currently an honor achievements include the NABA NY student majoring in accountancy at scholarship, the NABA National Northern Illinois University(NIU) and Scholarship, the NABA ERSC scholarship serves as the vice president for NABA’sand she has constantly been recognized as a top achiever on her NIU chapter. He enjoys basketball, soccer, and video games.school’s President’s list. .. Jesse Wilson is a sophomore at the Rohan Wattley grew up in London, University of Illinois at Urbana- England. His mum’s family is from Champaign. He hails from Berkeley, IL and Anguilla and his dad’s family is from St attended Saint Joseph High School. His kitts and Nevis, all islands are in the hobbies include playing basketball, Caribbean. He enjoys reading,sports, spending time with friends, and listening helping others, and spending time with to music, especially J. Cole. Upon those important to him. He believes in a graduation, he plans to obtain a Masters strong work ethic and creating a of Accounting Science with a successful path for yourself, but for others concentration in either Finance or Tax. He is looking to startthat need guidance. Law of attraction is real, create positive vibes. full-time with a public accounting firm.. . Antoinette Williams is a senior accounting major at Prairie View A&M University. She has maintained a GPA of 3.92 and has been named to the Honor Roll List her entire college career. She is the president of the PVAMU NABA chapter as well as an active member of other organizations on campus and in the community. Upon graduationAntoinette plans to obtain her CPA, and work in assurance at aBig 4 firm..Congratulations to all of our2017 Scholarship Recipients! DARE TO LEAD 37

NABA PRESENTS THE Annual Awards DINNER & GALA FRIDAY, JUNE 9, 2017 6:30PM - 9:00 PM | GRAND BALLROOM A-C Unmasked: If You Dare The 2017 Annual Awards Gala: A Masquerade Event Honoring NABA Achievers This is not your typical masquerade ball where we’re simply wearing masks. Instead, NABA is pulling them off-- uncovering true achievers who masquerade every day as ordinary members. These extraordinary men and women have DARED TO LEAD this year in a range of professional and civic areas of excellence by giving back to the profession, the organization, and their communities. Join us as we UNMASK the winners of our national awards and uncover our chapter standouts. Grab your mask and come dressed in your most elegant formal attire for an event only New Orleans could host-- amazing cuisine and libations, incredible music, and wonderful camaraderie. Immerse yourself in the mystique, where you’ll never know who lurks behind the bedazzled veneer...a talented professional, or an award winner. Join us as we unmask NABA’s highest achievers...if you dare!38 2017 NATIONAL CONVENTION & EXPO

GALA CELEBRITY HOST: Sherri Shepherd Whether on stage or screen, actress, comedienne, and best-selling author Sherri Shepherd’s magnetic personality and hilarious sense of humor never fails to delight audiences. This year we are excited to welcome Sherri into the NABA family as Host and Mistress of Ceremonies for the Annual Awards Dinner & Gala. You may know her from the new NBC sitcom “Trial and Error.” She also serves as a weekly host of “The Tom Joyner Morning Show” and as executive producer and host of the cooking series “Holy & Hungry.” She has made several guest appearances but most recently on “The Soul Man,” with Niecy Nash and “Rosewood,” starring Morris Chestnut. As author of the New York Times bestseller “Plan D: How to Lose Weight and Beat Diabetes (Even If You Don’t Have It),” Shepherd shares her passion for maintaining good health. She also penned thehumorous “Permission Slips: Every Woman’s Guide to Giving Herself a Break.”Shepherd deems motherhood as her greatest accomplishment. Well acquainted with thetragedy and triumph of raising a child with special needs, she has partnered with the YAINational Institute to raise awareness for children and adults with disabilities. After Party: Moonlight Magic Over Orlando IMMEDIATELY FOLLOWING THE GALA IN GRAND SALONS 1-12DARE TO LEAD 39

C-SUITE POWER BREAKFAST FORUM C-Suite Power Thursday, June 8 | 8:00am - 10:30am Breakfast Forum (Invite Only) DISCUSSION TOPICS Navigating Polarization • Diverse Realities Moderator: Diversity has long been championed as a corporate asset, Steven L. Harris, Chairman, Board of Directors, NABA, Inc. but it comes with differences in values and opinions that Panel: are often deeply held. Casual water cooler conversation can expose aspects of a colleague’s belief system which • Latasha Gillespie, Director of Global Diversity and Inclusion, may offend a co-worker and compromise the working Amazon environment. Corporate strategy, which often involves discussions about how to engage a target audience, • Richard Caturano, National Leader of Culture, Diversity and open facilities in new areas, or onboard employees from Inclusion, RSM US LLP various cultural backgrounds, can be difficult to construct in a world where segmented media means that people • Cathy Smith, Executive Vice President and Chief Financial often don’t even agree on the same set of facts and don’t Officer, Target perceive the same realities. Especially on issues regarding dignity in race and gender, it may be impossible to simply Sponsored By: counsel employees to leave their feelings and emotions at home. How do you get everyone to move forward together PROGRAM OBJECTIVE professionally when they aren’t on the same page personally? The world is polarized on hardened sides of seemingly every • Politically Incorrect issue, with very little room to find middle ground. Something Yesterday’s politically correct cause may be today’s good for a company’s or client’s bottom line but politically incorrect may trigger protests and boycotts from both sides. controversy. Just as quickly as barriers between people, An offhand remark from a senior leader can send stock cultures, and societies were broken down through prices tumbling and depress employee morale. In today’s technology and changing social norms, fear and intolerance environment, how do C-suite leaders help their company are helping to raise them again. From Christmas to Black or clients avoid, confront or embrace potentially toxic social Lives Matter, corporate leaders may be pressed by employees issues? and customers to take a stand on an issue without black or white right and wrong. How do companies show sensitivity C-suite leaders must be politically savvy inside the company, to their most important constituencies when polarization has but increasingly, their public profile requires them to walk a permeated every aspect of our lives? tightrope. Controversies which go viral can spiral out of control and cause major damage to brand reputation and corporate • Disconnected profits. This facilitated panel brings together corporate leaders Workers today increasingly work with others they don’t see to discuss the hypercharged commercial, political, and social landscape that exits today and how to cater to constituencies on a daily basis, or may have never even met. They may that don’t see eye to eye. An invitation-only audience of C-suite be in a corporate office on another continent, or simply leaders will learn from each other how to “walk the line” without telecommuting. Informal working groups have often crossing it. given way to emails and texts with the expectation of instantaneous response. Is trust and comradery still critical to operational effectiveness, and how have disconnection among workers impacted teamwork, creativity, and loyalty?40 2017 NATIONAL CONVENTION & EXPO

SPEAKER BIOS Latasha Gillespie C-SUITE POWER BREAKFAST FORUM Steven Harris, CPA, CGMA Director of Global Diversity and Steven serves as the Partner-In-Charge Inclusion, Amazon of the Entrepreneurial Services Group at RubinBrown LLP. With over 17 years Latasha has the responsibility of of experience in public accounting, building an Amazon-wide diversity he concentrates on client account architecture that expand diverse management, client relations and perspectives and improves the provides accounting, tax, and consulting inclusiveness of Amazon’s workforce, workplace, andservices. He is responsible for leading the firm’s strategy to platforms. Prior to Amazon, Latasha has had a very diversemaximize operations and performance of Entrepreneurial career in Finance and Human Resources with Caterpillar Inc,Services Group across the Firm’s five offices in St. Louis, Kansas a Fortune 50 Company, from 1996 – 2017. In 2000, LatashaCity, Denver, Nashville, and Las Vegas. Steven also serves as joined the HR ranks establishing Caterpillar’s first Diversitya Partner in RubinBrown’s Assurance Services Group serving Recruiting Strategy and went on to become a 6 Sigma Blacka variety of clients in the not-for-profit, contractor, home Belt leading HR Transformation Projects. In September ofbuilder, entertainment, public sector, and manufacturing and 2007, Latasha joined Solar Turbines Incorporated, a divisiondistribution industries. Steven is a member of the American of Caterpillar Inc., as the Global Compensation and BenefitsInstitute of Certified Public Accountants and Missouri Society of Manager and in 2010 became the Employee and LaborCertified Public Accountants. He currently serves as a Chairman Relations Director for the U.S. and Mexico. Latasha servedof the NABA National Board. In addition to his dedicated NABA 3 years as the Global Diversity and Inclusion Director forservice, Steven also serves as the Chair of the Regional Business Caterpillar Inc at the request of Chairman and CEO, DougCouncil’s Young Professional Network, a unique network that Oberhelman. Her last assignment with Caterpillar was basedpromotes the personal and professional development of over in Singapore as HR Director for all of the Asia Pacific, CIS,4,000 ethnically diverse professionals under 45 working in the Russia, Africa and Middle East (ACAM) Distribution ServicesSt. Louis region. Steven has received numerous honors and Employees across 14 countries. Latasha’s accomplishmentsaccomplishments on a local, regional and national level. include an Alexander Hamilton Gold Award, two Telly Awards, and numerous accolades. She grew up in the Chicago area Richard J. Caturano, CPA, and received her BS degree in finance from Southern Illinois CGMA University at Carbondale. She currently serves on University and Civic Boards. Latasha is a member of Delta Sigma Theta National Leader of Culture, Diversity Sorority. She is married to Damion, and they have two sons – and Inclusion; RSM US LLP Damion II and Myles. Richard Caturano is a partner in the Cathy Smith Boston Office of RSM US LLP, the 5thlargest US accounting firm, and serves as the firm’s national Executive Vice President and Chiefleader of culture, diversity and inclusion. He is a graduate of Financial Officer; TargetBentley University, where he obtained both a bachelor’s degreein accounting and a master’s degree in taxation. Richard was Cathy Smith is executive vicea founding member of Vitale, Caturano and Company (VCC), president and chief financial officerand led the firm through substantial growth to become the for Target and a member of itslargest independent firm in New England as well as a Top 40 executive leadership team. Herfirm in the US. Under his leadership, VCC received numerous responsibilities include Treasury and Tax; Internal and Externalawards, including Boston Globe’s “Top 100 Places to Work” list, Financial Reporting and Operations; Financial Planning“#1 Best Place to Work For” by Vault Accounting Guide, and and Analysis; Internal Audit; Investor Relations; and Target’sone of the “Best Places to Work” in Massachusetts and Top Financial and Retail Services Business. Prior to joining TargetCharitable Contributors by the Boston Business Journal. In 2010 in 2015 as chief financial officer, Cathy served as executiveVCC merged with RSM making the Boston office its third largest vice president and chief financial officer at Express Scripts,office. Richard is a five time recipient of Accounting Today’s “100 a Fortune 20 company and the nation’s largest pharmacyMost Influential People in Accounting” and has been recognized benefit manager with $100 billion in revenue. She has alsoby Winning Workplaces as one of the “Best Bosses” nationwide. held CFO positions at Walmart International, GameStop, and others. In addition to her Target responsibilities, Cathy serves on the American Association of People with Disabilities 41 Board. Cathy received her BA from the University of California, Santa Barbara and her MBA from the University of Southern California. DARE TO LEAD

Friday, June 9 | 9:00am - 10:45amWOMEN OF NABA NETWORK PROGRAMS WONN EXECUTIVE SESSION WONN MANAGEMENT SESSION For women with 15 or more years of professional experience and at For women with 0-14 years of professional experience least 5 years of senior management experience Career GPS: Strategies for Your Career The Elephant in the Room:The CourageousYet Success Uncomfortable Conversation Presented and Sponsored by Presented and Sponsored by What does your leadership narrative say about you and your It’s not easy or comfortable for most of us to talk about our potential for career success? Research on women of color tells differences but it’s something we should not avoid. If we are to us that it takes more than being a high performer for career make any progress on this national issue, we must talk about it advancement, especially to senior positions. This session is openly. How do we help move the conversation forward and designed to help you craft a leadership narrative and position have more open, honest conversations about race, gender, yourself at the leadership table at your company. sexual orientation or political affiliation that can be somewhat uncomfortable? Is bravery is the missing ingredient? Are we afraid Learn the key processes for taking your career to the next level: the conversation might backfire? self-awareness, building authentic relationships, establishing a constellation of support that includes mentors and sponsors and As “the keeper of the conscience” for diversity & inclusion, we defining success on your terms. Come learn how to get out of have a particular responsibility and a unique opportunity to be your own way in creating the career and life you want. courageous in leading the conversation. Join us for a frank open conversation. Introduction and Remarks: • Leslie R. Ridgley, First Vice President, Diversity and Inclusion Moderator: Ray C. Price Jr. SVP, Senior Finance Manager, Bank of America Leader, Wells Fargo Advisors Speaker: Speakers: Cassandra Chandler, SVP, Data and Analytics Planning • Dr. Ella L.J. Edmonson Bell SVP, Data and Analytics Planning Executive; Tysheba Morgan VP, Finance Manager in Bank of America’s Capital and Liquidity Management Group; Deanita Executive; Customer Care Insights, Analytics and Outreach, McCall VP, Audit Manager on the Retail, Preferred, and Consumer Bank of America Operations Corporate Audit Team SPEAKER Dr. Ella L.J. Edmonson Bell Dr. Ella L.J. Edmonson Bell is a professor at the Tuck School of Business at Dartmouth College. She is also an author, managerial consultant, national recognized researcher, and advocate on women’s workplace issues. She is the co-author of Our Separate Ways: Black and White Women and the Struggle for Professional Identity and the author of Career GPS. As a nationally respected managerial consultant, Ella has shared her expertise and knowledge on discriminatory barriers in the workplace, strategic leadership, managing inclusion, and work-life balance with corporate leaders across the country. Ella’s scholarly work has been reported in the Wall Street Journal, The Boston Globe, The Los Angeles Times, The Charlotte Business Journal, The Christian Science Monitor, Newsweek, Working Women, Business Week, Black Enterprise and Essence Magazines. She is considered by industry and the academy to be one of the leading experts in organizational change, and the management of race, gender and class in organizational life. In addition, Ella appeared on CNN’S Democracy in America ‘96 as a nationally recognized expert of race relations in the workplace.42 2017 NATIONAL CONVENTION & EXPO

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Are you ready to take the CPA Exam?CPA EXAMINATION REVIEW Are you ready to take the CPA Exam? Becoming a CPA can open up unlimited possibilities for your career, but getting there takes preparation, focus and dedication. Join Becker at the 2017 NABA National Convention to help you through the entire process—from understanding the necessary educational requirements to passing the CPA Exam. Becker Professional Education is a global leader in quality professional education, empowering people to advance their careers. Unable to attend a session? Presenters: Visit us at becker.com Michael Brown, Felix La Croix, Stephen Claghorn, Bobbi Claghorn for more CPA Exam resources! TUESDAY, JUNE 6 ® 9:00 am- 10:00 am Regulation Final Review Becker Sample Class Content an Structure of New 2017 Changes Q&A 10:00 am -1 1:00 am Becker’s New 2017 Course Software and Product Becker’s Student’s Study Guide and Pathway 1:00 pm - 2:00 pm New Exam 2017 Administrative Proc WEDNESDAY, JUNE 7 9:00 am- 10:00 am Review of New CPA Exam & Regulation Blueprint 10:00 am - 11:00 am Sample Regulation Class (from R1 or R2) 1:00 pm - 2:00 pm Regulation Mock Exam 2:00 pm - 3:00 pm Regulation Q&A/Problem Solving THURSDAY, JUNE 8 8:30 am- 9:30 am Review of New CPA Exam & Business Blueprint 9:30 am - 10:30 am Sample Business Class (from B1 or B2) 11:00 am -1 2:00 pm Business Mock Exam 12:00 pm - 1:00 pm Business Q&A/Problem Solving FRIDAY, JUNE 9 9:00 am -1 0:00 am Review of New CPA Exam, Financial & Audit Blueprints 11:30 am - 12:15 pm Sample Financial Class (from F1 or F2) 12:15 pm - 1:15 pm Financial Mock Exam 1:15 pm - 2:00 pm Financial Q&A/Problem Solving 2:30 pm - 3:15 pm Sample Audit Class (from A1 or A2) 3:15 pm - 4:15 pm Audit Mock Exam 4:15 pm - 5:00 pm Audit Q&A/Problem Solving44 2017 NATIONAL CONVENTION & EXPO

The 2017 NABA National Convention and Expowould not be possible without the tireless efforts of our 2017 vendors and staff.WE THANK YOU FOR ALL THAT YOU DO!GES PHOTOGRAPHER PARKER CONFERENCE MANAGEMENT, INC.Arie White Chris Martinez, PhotographyAlthea Pugh Brian ParkerShawn Greer HILTON NEW ORLEANS Sharmagne TaylorRichie Washington RIVERSIDE Rodney Rackley Eugenia VanceTHE BROWN WYNN Donald Dwyer Debra CollinsAGENCY Michelle Edwards Marcela Moresco E-SHOWToni BrownKeyona Donaldson PARADIGM Lyndee DentonTina Wynn PRODUCTIONS GROUP Robyn PearsonRoberta Bordeaux Brian Lewis NABA CONSULTANTSNABA STAFF Rob Merrick Carlos Sandoval Cedric MobleyJina Etienne, CPA, CGMA Richard Bailey Felicia Santana Kerry Taylor Heather Murphy-WalkerPresident & CEO Karyn Y. BasketteLauren Yost, SPHR Shon McGhee Lynette Perry Crystal BriscoeChief Operating Officer Controller Manager, Membership Executive Services Administrator OperationsKim R. Wilson Lauren Burke Tracy Posey Darell ScottChief Programs Officer Director, Business Development Office Manager Manager, Communications DARE TO LEAD 45

CPE TECHNICAL SESSIONS 2017 NABA CPE Technical Sessions WEDNESDAY, JUNE 7 Session Time Session Title CPE Credits 9:00am - 10:15am State of the Profession 1.5 2 10:45am - 12:25pm Embracing Your Inner Superhero 2 2 Auditing Developments 1.5 Have a Seat at the Table – Increase Your Influence in the Accounting Profession 1.5 1.5 12:50pm- 2:05pm Banking Industry Regulatory Oversight – The Pendulum Swing to a More Rigorous 1.5 Regime 1.5 1.5 Financial Storytelling: The Key in Growing Your Organization to the Next Level 1.5 Data Auditing Developments 1.5 1.5 Communicating with a Purpose and for Results 1.5 Leadership Mindfulness and Emotional Agility 1.5 Striking the Right Balance Between Leadership and Management – Adapting Your 1.5 Behaviors to Succeed at Short and Long-Term Objectives 2:30pm - 3:45pm Ethics: 50 Shades of Gray The Importance of the Controllership Function within Finance How Robotics is Shaping Our Profession A Post-Election Public Policy Update: Forgotten men and women of our country will be forgotten no more Critical Skills for Being an Effective Auditor: Applying Professional Skepticism and Addressing Fraud Risk on an Audit Cybersecurity: Anatomy of a Breach46 2017 NATIONAL CONVENTION & EXPO

CPE TECH SESSIONS AGENDA CONTINUEDTHURSDAY, JUNE 8 CPE TECHNICAL SESSIONSSession Time Session Title CPE Credits9:00am - 9:50am Developing a Retirement Strategy 110:00am - 10:50am Above the Waterline: Mistakes You Should Dare to Make 1 The Most Common Analytics Used to Interpret Financial Statements Results 1 Becoming the ALPHA by Building a Powerful Network and Accelerating your Growth 1 State and Local Tax Update 1 Disruptive Innovation: Ways Technology Can Accelerate Your Growth 1 Revenue Recognition Before and After US GAAP: Case Studies of the Impact of 1 Applying Changes in Accounting and Financial Reporting The Ethics of OOPS! Slips, Mistakes, Failures, and Your Future 1 1 Build Your Personal Brand: 6 StepsTo Get Started 1 1 R3 – Regulation, Risk, Robotics, and the Future of Internal Audit Embracing the Future: Regulation in an Era of ChangeFRIDAY, JUNE 9Session Time Session Title CPE Credits9:00am - 10:40am Tax Disruption: How Legislative and Technological Changes Are Impacting Tax 211:00am - 12:40pm Impactful Communication: The Art & Science of Communicating Effectively 21:00pm - 1:50pm Cloud Based Finance: Design and Develop a PowerBl Dashboard 22:15pm - 3:55pm Office 365 - Software Applications Lightning Round Review 2 Using PowerPivot to Enhance Data Analysis 2 Introduction to Data Analytics and Microsoft PowerBI Tools 2 Listening For Leaders: Ask the Question, Discover the Need, Win the Trust 2 Smarter Decision-Making and Problem Solving for Leaders 2 Leadership and Dexterity: Using Culture to Drive Success 1 Leading Virtual Teams 1 Getting UP! Supercharging Your Energy 1 OneNote - Master Organization of Your Notes & Correspondence 1 Dare to Lead: Know the Way, Go the Way 1 Advanced Spreadsheet Troubleshooting Techniques 2 Strategic Skills for Finance 2 At the Helm in the Storm: Seven Survival Strategies for Leaders in Turbulent Times 2 E/BRGs – Strategically Aligning for Career and Business Growth 2 Become a Leader Worth Following 2 DARE TO LEAD 47

CPE TECHNICAL SESSIONS CPE TECHNICAL SESSIONS Auditing Developments (2 CPE Credits) WEDNESDAY, JUNE 7 Wednesday, June 7 | 10:45am – 12:25pm State of the Profession (1.5 CPE Credits) Sponsor/Partner: Wednesday, June 7 | 9:00am – 10:15am Presenters/Speakers: Phillip Mahere, Auditing Services, Methods and Tools, PwC, Latasha Brown, Chief Auditor, PwC, Daja Jackson, Sponsor/Partner: Sr. Manager, PwC, and Crystal Chism Wright, Director, PwC Level: Basic Presenters/Speakers: Jina Etienne, CPA, CGMA, President & CEO, Track: Accounting and Audit NABA, Inc Field of Study: Auditing Level: Basic Track: Accounting and Audit, Finance, Tax This interactive session is designed to engage participants via Field of Study: Accounting and Audit, Finance, Tax the use of polling technology and panel discussion will focus on providing an update on auditing standards most relevant For several years now, everyone has been talking about to the profession. This session will also include a discussion of the pace of change in today’s globally connected business standard setting projects on the horizon and the AICPA’s and the world – generally described as accelerating, fast-changing, or PCAOB’s standard setting agenda. After completing this course, something similar. The topic is often discussed relative to the participants will be able to articulate recent developments with business environment, global operations, the economy or some respect to professional auditing standards. other macroeconomic trend. But how do these trends effect individuals? Do they impact professionals in corporations and Have a Seat at the Table – Increase Your Influence CPA firms similarly? Are the implications different or nuanced in the Accounting Profession (2 CPE Credits) for minorities? Jina Etienne, NABA’s President & CEO, will review changes and trends in key business areas (e.g., technology, Wednesday, June 7 | 10:45am -12:25pm higher education, regulatory environment), explore their impact on accounting professionals, and offer strategies to help Sponsor/Partner: professionals stay one-step ahead as they Dare to Lead in their companies and firms. Presenters/Speakers: Kim Drumgo, Director of Diversity and Inclusion, American Institute of Certified Public Accountants, Dr. Embracing Your Inner Superhero (2 CPE Credits) Anthony Newkirk, Senior Manager, American Institute of Certified Public Accountants Wednesday, June 7 | 10:45am – 12:25pm Track: Personal Development, Consulting Services, Communications Sponsor/Partner: Field of Study: Personal Development, Leadership Presenters/Speakers: Peter Margaritis, CPA, CGMA, MAc, , “Don’t just get involved, fight for a seat at the table. Better yet, fight for Business Learning Institute your seat at the head of the table.” – President Barack Obama. Level: Basic This is an opportunity where you don’t have to fight for a seat at Track: Personal Development, Consulting Services, the table, your formal invitation to have a seat at the table. Each Communications year, the American Institute of CPAs seeks accounting professionals Field of Study: Communications to volunteer on over 130 committees and taskforces that assist and guide the AICPA in setting ethical standards for the profession Leadership demands many different skills and traits such as and U.S. auditing standards for private companies, nonprofit communication, listening, accountability, inspiration, creativity, organizations, and federal, state and local governments. Each year, passion, focus, and leading by example. As leaders, we must bring we fall short of ensuring diversity on all of our committees and our superhero to work with us everyday in order to achieve our taskforces. As the world’s largest member association representing goals. What happens if your inner superhero takes a week off – or the accounting profession with 650,000 members in 143 countries, even a day? How productive and profitable are you and your being a volunteer for the AICPA will not only increase your team? How does this affect your personal time or family life? By knowledge about the profession, it will increase your influence using the principles of improvisational comedy, Margaritis will and visibility. Kimberly Ellison-Taylor, AICPA’s first black chairman, demonstrate how you can unleash your inner superhero on a exemplifies the level of success and influence our volunteers attain. daily basis and maintain high energy and productivity at work and at home.48 2017 NATIONAL CONVENTION & EXPO