NABA Conference 2017 Sourcebook

CPE TECHNICAL SESSIONS CONTINUED effective stories with your financial data. Bring financial information CPE TECHNICAL SESSIONS to life and use it to communicate a story to an audience, with aThis session will provide you with valuable information on the focus on simplicity and ease of interpretation. This is accomplishedvast number of committee opportunities available, how to access through a mix of financial data, visualization, storytelling theory,AICPA Volunteer Central before July 11, 2017 to get noticed by best practices, and practical application.our committee liaisons, and what to expect when serving on anAICPA committee or task force. The committees represent many Data Auditing Developments (1.5 CPE Credits)areas of practice, including business and industry, public practice,government, education, and consulting. Wednesday, June 7 | 12:50pm – 2:05pmBanking Industry Regulatory Oversight – The Sponsor/Partner:Pendulum Swing to a More Rigorous Regime Presenters/Speakers: William Eaves, Director, PwC(1.5 credits) Level: BasicWednesday, June 7 | 12:50pm – 2:05pm Track: Accounting and Audit Field of Study: Auditing, Computer ScienceSponsor/Partner: This interactive session is designed to engage participants via thePresenters/Speakers: Raphael Ereyi, Senior Vice President, Wells use of polling technology and panel discussion and will focusFargo on providing an update on data auditing developments. AfterLevel: Basic completing this course, participants will be able to articulateTrack: Finance recent developments with respect to data auditing standards.Field of Study: Finance, Risk Management This course will highlight recent data auditing issues andRegulatory oversight in the banking industry has evolved standards and priorities on the standard setting agendas of thesignificantly in the last decade; we have seen major changes in AICPA and the PCAOB.capital adequacy, liquidity risk, and other areas of the regulatorylandscape. The pendulum has swung from a largely “self- Communicating with a Purpose and for Resultsregulating” environment to a more rigorous oversight frameworkwith extensive disclosure requirements. These changes have (1.5 CPE Credits)been driven by regulatory and market pressures to mitigate Wednesday, June 7 | 12:50pm – 2:05pminsolvency risk and bolster confidence in the banking industry;particularly after the 2007 financial crisis. The session will focus Sponsor/Partner:primarily in the regulatory landscape of capital adequacy andliquidity risk oversight. We will explore the regulatory changes Presenters/Speakers: Lisa Stone, Vice President, Humansuch as the BASEL capital accords; and discuss their drivers as Resources Business, Partner, Freddie Macwell as the Banks’ responses and efforts to comply with the new Level: Basicregulatory regime. Track: Personal Development, Consulting Services, CommunicationFinancial Storytelling: The Key in Growing Your Field of Study: Management Services including RiskOrganization to the Next Level (1.5 CPE Credits) Management, Personal Development, LeadershipWednesday, June 7 | 12:50pm – 2:05pm Whatever your career goals are, be intentional. If your goal is leadership, it is helpful to take an assessment of your image andSponsor/Partner: compare it with the image of other successful leaders around you. In this session, learn about the relationship betweenPresenters/Speakers: Peter Margaritis, CPA, CGMA, MAc, preparation and opportunity as we take a look at a simpleBusiness Learning Institute “recipe for success”. Explore “What’s next and how do I get there?”Level: Intermediate Assessing your readiness. A call to action!Track: FinanceField of Study: CommunicationAre you responsible for presenting financial information to yourorganization? If you’re a CEO, CFO, financial analyst or a managerneeding to communicate financial information in an impactfulway, this session will give you the necessary tools to tell more DARE TO LEAD 49

CPE TECHNICAL SESSIONS CPE TECHNICAL SESSIONS CONTINUED Striking the Right Balance Between Leadership and Management – Adapting Your Behaviors to Leadership Mindfulness and Emotional Agility Succeed at Short and Long-Term Objectives (1.5 CPE Credits) (2 CPE Credits) Wednesday June 7 | 12:50pm – 2:05pm Wednesday June 7 | 12:50pm – 2:05pm Sponsor/Partner: Sponsor/Partner: Presenters/Speakers: Jennifer Louis, CPA, Business Learning Presenters/Speakers: Tiffany Harrison, CFO, Boeing, Christine Institute Daines, Vice President, Boeing, Caryn Nightengale, Director, Level: Basic Boeing, Adam Schulman, Director, Boeing Track: Leadership and Management Field of Study: Business Management & Organization Level: Basic A balance of short-term profitability and long-term viability are Track: Leadership, Management important objectives of any well-run organization. This course will provide invaluable tips for striking the right balance between Field of Study: Leadership & Communication, Strategic Thinking, the distinct, yet complementary, actions of pushing people to do Critical Thinking, and Judgment what needs done in the moment and pulling people to want to strategically do them. In our evolving and complex business environment, effective and impactful leaders cannot suppress or ignore their inner Ethics: 50 Shades of Gray (1.5 CPE Credits) experiences. Possessing emotional agility allows a leader to approach business challenges in a mindful, values-driven, and Wednesday, June 7 | 2:30pm – 3:45pm productive manner, which is essential to business success. This panel will discuss the necessary skills to positively identify how Sponsor/Partner: mental effectiveness and emotional agility strategies manifest themselves in your personal and professional life. This leadership Presenters/Speakers: Peter Margaritis, CPA, CGMA, MAc, Business panel will enhance and support the careers of leaders across Learning Institute various business sectors who are performing emerging and Level: Basic mid-career non-management/management roles within their Track: Accounting and Audit organizations. Four (4) participants, from the Boeing Executive Field of Study: Behavioral Ethics Leadership team will share their experiences in applying effective emotional agility approaches in professional and personal business Ethics should be a black and white issue. However, if you ask transactions. most CPAs, they would say ethics is a very gray area. Why is this? It seems like at least once a month there is an article The panelists will focus on the necessary tenets of Mental written in the Wall Street Journal about someone committing Effectiveness: 1) Understanding the Situation, 2) Empathizing with fraud or big corporations failing in their corporate governance Others, 3) Interpreting Your Emotions and 4) Connecting the Dots. responsibilities. We will discuss real-world cases including the The panelists will also share with the audience their thoughts most current case of ethics violations in the news. We will debate on social and emotional intelligence and how mastering these this topic of ethical considerations and webinars, webcasts, and concepts can positively influence career development. Lastly, self-study. At times during this session, we will put a humorous the session will allow the audience to understand what it means twist in our discussion of ethics. to “unleash your mental flow” and unlock more of your potential as you challenge assumptions, personal blindspots and biases that potentially impede leaders, while navigating in a global environment.50 2017 NATIONAL CONVENTION & EXPO

CPE TECHNICAL SESSIONS CONTINUED Cybersecurity - Anatomy of a Breach (1.5 CPE Credits) CPE TECHNICAL SESSIONSThe Importance of the Controllership Function Wednesday, June 7 | 2:30pm – 3:45pmwithin Finance (1.5 CPE Credits) Sponsor/Partner:Wednesday, June 7 | 2:30pm – 3:45pm Presenters/Speakers: Christopher R. Wilkinson, CISSP, CRISC,Sponsor/Partner: Andre Fomby , MBA Level: BasicSee convention app for details. Track: Technology and Cybersecurity Field of Study: Computer ScienceHow Robotics are Shaping Our Profession (1.5 CPE In this session, we will walk you through real world examples of how hackers breach organizations in today’s cybersecurityCredits) landscape. Once inside, we will detail the methods used toWednesday, June 7 | 2:30pm – 3:45pm identify and compromise sensitive data, and how this data is exfiltrated from the network to the Internet. We will also coverSponsor/Partner: what steps your organization needs to take to effectively prevent and detect these techniques. Don’t miss this session if you needPresenters/Speakers: Nihad Rahman to know what steps your organization needs to take to effectivelyLevel: Basic prevent and detect these techniques.Track: Technology and Cybersecurity Critical Skills for Being an Effective Auditor:Forbes has documented that according to IMA and ACCA Applying Professional Skepticism and Addressing(Association of Chartered Certified Accountants), big data is one Fraud Risk on an Audit (2 CPE Credits)of the most influential technology trends for the accountingprofession. Learn about the potential of robotics automation Wednesday, June 7 | 2:30pm – 3:45pmto support data sourcing and cleansing, data reconciliations,transformation, and reporting. Through this session, you will Sponsor/Partner:define big data,understand sources of big data, explore howrobotics business tools can be used to capitalize on big data and Presenters/Speakers: Jennifer Louis, CPA, Business Learningunderstand more about impacts to financial accounting and Institutemanagement reporting. Level: BasicA Post-Election Public Policy Update: Forgotten Track: Accounting and Auditmen and women of our country will be forgotten Field of Study: Auditingno more (1.5 CPE Credits) The public places high value on an independent audit, as it directly enhances the degree of confidence intended users canWednesday, June 7 | 2:30pm – 3:45pm place on the financial statements to make economic decisions. A proper mindset, including professional skepticism, is a criticalSponsor/Partner: feature of a high-quality audit. Professional skepticism is an essential attitude that enhances the auditor’s ability to identifyPresenters/Speakers: Roslyn Brooks, Managing Director, PwC and respond to conditions that may indicate possible materialLevel: Basic misstatement, whether due to fraud or error. This session willTrack: Accounting and Audit explain the traits of a skeptical auditor, as well as define fraud andField of Study: Business Law Regulatory Ethics explore fraud indicators.The American electorate has spoken, and Donald J. Trumphas been elected the 45th president of the United States ofAmerica. The genius of those campaign slogans is that they arebroad enough and vague enough to reflect the varying viewsof a divided electorate. “Making America Great Again” can bewhatever you want it to be. The true uncertainty is how thatslogan will translate into policies and actions during the nextfour years of a Trump administration. Understand how PresidentTrump’s cabinet selections, agency appointments, and first 100days agenda may impact regulations. DARE TO LEAD 51

CPE TECHNICAL SESSIONS CPE TECHNICAL SESSIONS CONTINUED Embracing the Future: Regulation in an Era of Change (1 CPE Credit) THURSDAY, JUNE 8 Thursday, June 8 | 9:00am – 9:50am Developing a Retirement Strategy (1 CPE Credit) Sponsor/Partner: Thursday, June 8 | 9:00am – 9:50am Presenters/Speakers: Sponsor/Partner: PCAOB: Helen Munter, Director of Registration and Inspections SEC: Marc Panucci, Deputy Chief Accountant; or Nigel James, Presenters/Speakers: Scott Thoma, CFA, CFP, Edward Jones Associate Chief Accountant Level: Basic FASB: Hal Schroder, Board member Track: Finance FDIC: Robert Storch, Chief Accountant, Division of Supervision and Field of Study: Personal Financial Planning Consumer Protection Level: Basic This seminar examines how to budget for living in retirement, Track: Accounting and Audit potential sources of retirement income, potential risks, planning Field of Study: Auditing, Accounting, Information Technology, considerations, among others. Explore factors that should be Cybersecurity, Leadership considered when planning for retirement. Realize your best retirement plan strategy, and identify planned and unplanned 2017 has brought change to Washington and to the financial events that will impact your retirement. regulators overseeing auditing and accounting policy and practice. This means change in the marketplace as well, as Above the Waterline: Mistakes You Should Dare preparers, practitioners and auditors adapt to new standards, to Make (1 CPE Credit) new threats and risks and the lightning speed of changes in technological advances and cybersecurity needs. Thursday, June 8 | 9:00am – 9:50am The Most Common Analytics Used to Interpret Sponsor/Partner: Financial Statements Results (1 CPE Credit) Presenters/Speakers: Greg Conderacci, Business Learning Thursday, June 8 | 9:00am – 9:50am Institute Level: Basic Sponsor/Partner: Track: Personal Development, Consulting Services, Communications Presenters/Speakers: Jennifer Louis, CPA, Business Learning Field of Study: Personal Development Institute Level: Intermediate On a boat, there are two kinds of mistakes: above-the-waterline Track: Finance mistakes and below-the-water-line mistakes. You learn from Field of Study: Accounting the former; the latter sink the boat. Confusing the two can spell disaster; understanding the difference can mean innovation and Whether performing audit, other attest, or nonattest services, growth — even in storm-tossed seas of change. This course offers public accountants must be well-suited to assist clients with a liberating approach to risk and reward that can help individuals analyzing and interpreting financial results for useful purposes. and organizations deal with their toughest challenges. This course will provide insights into the most common ratios and trends used to analyze financial information to be a more value-added business advisor.52 2017 NATIONAL CONVENTION & EXPO

CPE TECHNICAL SESSIONS CONTINUED Disruptive Innovation: Ways Technology Can CPE TECHNICAL SESSIONS Accelerate Your Growth (1 CPE Credit)Becoming the ALPHA by Building a PowerfulNetwork and Accelerating Your Growth Thursday, June 8 | 10:00am – 10:50am(1 CPE Credit) Presented By:Thursday, June 8 | 9:00am – 9:50am Presenters/Speakers: Des Clark, Senior Manager; Erica Cruz,Sponsor/Partner: Head of Accounting, Amazon, Binoy Sanya, OX Compliance, AmazonPresenters/Speakers: Darrell McGraw, Director, Federal Advisory, Level: BasicPwC, Jamal Burise, Senior Associate, Federal Advisory, KPMG Track: Technology and CybersecurityLevel: Basic Field of Study: TechnologyTrack: Personal Development, Consulting Services, This course will provide an overview of the tech industryCommunication specifically, Fintech (payments), media, and entertainmentField of Study: Business and Industry in the digital age and the controls consideration of a fast- paced tech company. At the end of the session, will achieve aMany professionals take advantage of the numerous basic understanding of trends unique to the tech space andopportunities to network within and outside their workplace, their impact on the controls environment, including how tohowever underestimate the basic fundamentals of building accelerate their professional growth by gaining real worlda powerful and meaningful network. This session will focus knowledge in the disruptive and rapidly evolving tech industry.on becoming the ALPHA by Building a Powerful Network andAccelerating your Growth thru the use of best practices and Revenue Recognition Before and After US GAAP:techniques used throughout your career to build your network. Case Studies of the Impact of Applying ChangesParticipants will gain skills in networking, brand management in Accounting and Financial Reporting (1 CPE Credit)and awareness, sponsorship, and advocacy as a result of theirparticipation. Thursday, June 8 | 10:00am – 10:50amState and Local Tax Update (1 CPE Credit) Sponsor/Partner:Thursday, June 8 | 9:00am – 9:50am Presenters/Speakers: Jennifer Louis, CPA, Business Learning InstituteSponsor/Partner: Level: Basic Track: Accounting and AuditPresenters/Speakers: Lielzl Walker, Managing Director, KPMG Field of Study: AccountingLevel: BasicTrack: Tax ASU 2014-09 (and subsequent related ASUs) is one of the mostField of Study: Tax monumental changes in U.S. GAAP to ever occur – and it impacts every entity out there, regardless of nature, size and complexity.This session will provide an overview of the fiscal situation in the This course will use an illustrative example approach to clearlystates a high-level discussion of how general fiscal trends will demonstrate the impact on revenue recognition under existingeffect tax policy and administrative initiatives. We will also cover and changing U.S. GAAP.trends in income and indirect state tax legislation. Finally, we willdiscuss how the state implications of Federal Tax Reform andcover actions that companies should consider now in light of thereform. DARE TO LEAD 53

CPE TECHNICAL SESSIONS CPE TECHNICAL SESSIONS CONTINUED R3 – Regulation, Risk, Robotics, and the Future of Internal Audit (1 CPE Credit) The Ethics of OOPS! Slips, Mistakes, Failures, and Your Future (1 CPE Credit) Thursday, June 8 | 10:00am – 10:50am Thursday, June 8 | 10:00am – 10:50am Sponsor/Partner: Sponsor/Partner: Presenters/Speakers: Garry Goodall, Principal, EY, Derrick Steele, Partner, EY, Megan Turner, Senior Manager, Advisory Presenters/Speakers: Greg Conderacci, Business Learning Services, EY Institute Level: Intermediate Level: Basic Track: Accounting and Audit Track: Accounting and Audit Field of Study: Accounting and Audit Field of Study: Behavioral Ethics Over the last decade, internal audit has worked to enhance its Everybody says, “We learn more from failure than success.” But stature inside organizations, respond to continually increasing most of us would still prefer the latter to the former. Because few expectations and deliver real time value regarding the seek failure, we’re tempted to avoid it at all costs — and that’s effectiveness of governance, risk management and controls. often where the ethical issues arise. How we deal with failure, in As internal audit continues to evolve, many functions are now ourselves and others, can have wide-ranging behavioral, cultural asking: What’s next? Will robots replace auditors? Will changes in and ethical impact — for better or for worse. regulation decrease the demand for internal audit coverage? Is “check-the-box” auditing making a comeback? Build Your Personal Brand: 6 StepsTo Get Started To answer these questions, internal audit functions need to (1 CPE Credit) evaluate the current regulatory landscape, stay on top of key Thursday, June 8 | 10:00am – 10:50am risks, and understand the capabilities and impact of innovative tools such as robotics. Join this session for an interactive Sponsor/Partner: discussion on the emerging developments related to regulation, risk and robotic process automation and to learn more about Presenters/Speakers: Alice Grey Harrison, Corporate how internal auditors can remain relevant as we look to the Communications, DHG, Ben Shaw, Manager, Dixon Hughes future. Goodman Level: Basic Track: Personal Development/Consulting Services/ Communication Field of Study: Communications and Marketing We all know how important branding is for our businesses. But have you ever stopped to consider the importance of personal branding? With today’s digital foot print which infinity lives on the web, it is critical to put forth a brand that defines who you are and represents your mission – both for your career and your personal life. This session will highlight techniques to develop and cultivate your own personal brand with real life examples and take-aways jumpstart your branding journey.54 2017 NATIONAL CONVENTION & EXPO

CPE TECHNICAL SESSIONS CONTINUED Office 365 - Software Applications Lightning CPE TECHNICAL SESSIONS Round Review (2 CPE Credits) FRIDAY, JUNE 9 Friday, June 8 | 9:00am – 10:40amTax Disruption: How Legislative and TechnologicalChanges Are Impacting Tax (2 CPE Credits) Sponsor/Partner:Friday, June 9 | 9:00am – 10:40am Presenters/Speakers: Bryan L. Smith, CPA, CITP, CISA, Virtual CIO, Business Learning InstituteSponsor/Partner: Level: Basic Track: Technology and CybersecurityPresenters/Speakers: Sean Haley, Shani Washington Field of Study: Computer ScienceLevel: BasicTrack: Tax At last count, there were over 20 unique applications available in the Office 365 bundle. These range from the traditional OfficeField of Study: Tax, Technology desktop applications such as Excel, PowerPoint, Word, etc., to a whole new generation of cloud-based applications such asThis session will take a deep dive into two external disruptors OneDrive, SharePoint, Yammer, Delve and more. These newerto your Tax function - the latest updates on proposed changes cloud-based applications will help you transform to a digitalto US federal income tax legislation and the emerging trend of business model. This course will provide a round robin reviewrobotic process automation (RPA). of all of the Office 365 applications available so that you will understand where they fit into your overall strategy to createImpactful Communication: The Art & Science of digital business processes and collaborate via the cloud. ThisCommunicating Effectively will also provide you with the appropriate knowledge necessary to determine which subscription plans are appropriate for your(1.5 CPE Credits) team members.Friday, June 9 | 9:00am – 10:40am Cloud Based Finance: Design and Develop aSponsor/Partner: PowerBl Dashboard (2 CPE Credits)Presenters/Speakers: Pamela Boone, Senior Vice President, North Friday, June 9 | 9:00am – 10:40amAmerica, State Street, Ty Ekelemu, Internal Audit Manager, StateStreet Sponsor/Partner:Level: Basic, IntermediateTrack: Personal Development, Consulting Services, Presenters/Speakers: Brian Moring, Training and DevelopmentCommunication Specialist, MicrosoftField of Study: Accounting and Auditing, Business & industry Level: Basic Track: IT and CybersecurityEach day, employees must communicate with a variety of people, Field of Study: Leadership, Communication, Technologyfor a variety of reasons, in a variety of ways. Without effectivecommunication, all other leadership skills do not matter. All In this informative and interactive session, provide a brief overemployees in an organization must communicate effectively view of cloud based finance. You will then discover features ofto ensure work is completed in line with expectations and that Power BI and how these features can enhance data analytics andcorporate and departmental goals are met. Every organization financial reporting for your team. You will begin with existingneeds employees who can effectively communicate to data sources (Excel, SQL Server, etc.) and translating them intodrive results. Communicating with a Purpose and For Results Power BI reports. The instructor will walk you through designingprovides the knowledge staff and managers need to drive and developing a dashboard to easily share with your colleagues.more effective business communication to achieve results. DARE TO LEAD 55

CPE TECHNICAL SESSIONS CPE TECHNICAL SESSIONS CONTINUED Become a Leader Worth Following (1 CPE Credit) Using PowerPivot to Enhance Data Analysis (2 CPE Friday, June 9 | 1:00pm – 1:50pm Credits) Sponsor/Partner: Friday, June 9 | 11:00am – 12:40pm Presenters/Speakers: Jeannine K. Brown, MBA, Certified Sponsor/Partner: Leadership Coach Level: Basic Presenters/Speakers: Bryan L. Smith, CPA, CITP, CISA, Virtual CIO, Track: Leadership and Management Business Learning Institute Field of Study: Personal Development Level: Basic What is it that makes you want to follow someone? Some Track: Technology and Security leaders have that natural something - influence, care, passion - Field of Study: Computer Science that sets them apart. What are the keys to becoming a leader worth following? How do you create your own tribe of followers Excel is the #1 data analysis tool for accountants. Yet most that not only follow you but also become leaders? This session accountants have never learned the basics of data analysis will help answer some of these questions. using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, Smarter Decision-Making and Problem Solving soon learned there were many weaknesses in PivotTables for Leaders (2 CPE Credits) that resulted in elaborate calculations in order to perform simple tasks. In 2010, after much development and little Friday, June 9 | 1:00pm – 1:50pm hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single Sponsor/Partner: product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since Presenters/Speakers: Jennifer Elder, CPA, CMA, CIA, 2010, Microsoft has continued their development of end- CFF, CGMA, Business Learning Institute user data analytic tools. This entire suite of products is called Level: Basic PowerBI. In this session, we will provide an overview of the Track: Leadership and Management various PowerBI tools and discuss Microsoft’s PowerBI Strategy. Field of Study: Communications We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You Business professionals need to be able to respond to today’s will learn how each PowerBI tool reduces the challenges and rapidly changing business environment by making quick and improves your data analytic skills. You will also gain a complete smart decisions. This interactive course will help you understand understanding of when to use which tool. This session is an and build decision-making, critical-thinking, and creative problem- overview of the various Microsoft PowerBI tools and should be solving skills. You will cover methods of assessing and resolving your first step in learning the complete set of PowerBI tools. problems and learn to ask the right questions during the process. Listening For Leaders: Ask the Question, Discover Leadership and Dexterity: Using Culture to Drive the Need, Win the Trust (2 CPE Credits) Success (1 CPE Credit) Friday, June 9 | 11:00am – 12:40pm Friday, June 9 | 1:00pm - 1:50pm Sponsor/Partner: Sponsor/Partner: Presenters/Speakers: Greg Conderacci, Business Learning Level: Basic Institute Track: Leadership and Management Level: Basic Field of Study: Personal Development Track: Leadership and Management Field of Study: Personal Development What do all successful leaders and high performers know? How do some navigate all people and different levels within their organizations There is no more powerful skill in building enduring and profitable to gain advantage? Join us for a compelling conversation about relationships — with clients, members of your firm and others culture in the workplace and how you can leverage culture and in your life — than listening. Yet listening is incredibly difficult, dexterity for your own advantage and advancement. How is credibility even if you are trying hard. This course teaches tips and tricks for and respect earned? How do you win the trust of key individuals? mastering this most difficult and rewarding skill. 56 2017 NATIONAL CONVENTION & EXPO

CPE TECHNICAL SESSIONS CONTINUED Supercharging Your Energy, can help you, your team or your CPE TECHNICAL SESSIONS company dramatically increase performance. Lots of peopleLearn new technical methods to begin to understand the flow and promise better performance…Greg proves it. Using his energyattributes of others and how to get the best of them for you and your techniques, in 2015 he rode a bicycle across America in just 18work teams through this interactive session. days — averaging 150 miles a day. Not bad for a 66-year-old with a heavy training, consulting and teaching schedule! What couldLeading Virtual Teams you do with that kind of energy?(1 CPE Credit) OneNote - Master Organization of Your Notes &Friday, June 9 | 1:00pm – 1:50pm Correspondence (1 CPE Credit)Sponsor/Partner: Friday, June 9 | 1:00pam – 1:50pmPresenters/Speakers: Nchacha E. Etta, Vice President & CFO -Johnson & Johnson Vision Care Sponsor/Partner:Level: BasicTrack: Personal Development, Consulting Services, Comunication Presenters/Speakers: Bryan L. Smith, CPA, CITP, CISA, Virtual CIO,Field of Study: Leadership Business Learning Institute Level: BasicWith the advancement of collaborative technologies and Track: Information Technology and Cybersecurityexpansion of global organizations, the need for effective skills Field of Study: Communicationsto lead virtual teams is more important than ever before.Join Nchacha Etta, CFO of Vision Care Worldwide, Johnson & OneNote is rapidly becoming one of the most popularJohnson, for a dynamic exploration of the art of effective virtual applications in the Microsoft Office and Office 365 product suites.communication and learn how to effectively engage, motivate, The reason for this becomes pretty evident when you learn aboutand lead your virtual team. all that you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more. This course willParticipants will gain the following insights from this session: provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and• Understand the growing presence of virtual communication communications in one central place. You will be amazed at how in today’s professional landscape. powerful and yet simple to use this application is.• Explore the pros and cons of developing a virtual team. Dare to Lead: Know the Way, Go the Way• Understand the top reasons why ineffective virtual teams (1 CPE Credit) ultimately fail and how to avoid the common pitfalls. Friday, June 9 | 2:15pm – 3:55pm• Learn about the best practices of successful virtual teams and Sponsor/Partner: how to effectively engage and motivate your team. Presenters/Speakers: Jeannine K. Brown, MBA, Certified• Understand the role of technology in virtual teaming and Leadership Coach the importance of selecting the correct tools for effective collaboration. Level: Basic Track: Leadership and ManagementGetting UP! Supercharging Your Energy Field of Study: Personal Development(1 CPE Credits) “A leader is one who knows the way, goes the way, and shows theFriday, June 9 | 1:00pm – 1:50pm way.”” John C. Maxwell. This session will motivate, encourage and challenge participants to step up to lead with a commitment andSponsor/Partner: explore why some leaders stand out from the rest. It will push new leaders to go further and faster with more focus.Presenters/Speakers: Greg Conderacci, Business LearningInstituteLevel: IntermediateTrack: Personal Development, Consulting Services,CommunicationsField of Study: Personal DevelopmentAccomplish more in less time. Reduce stress. Balance yourcareer and lifestyle. Greg Conderacci, author of Getting UP! DARE TO LEAD 57

CPE TECHNICAL SESSIONS CONTINUED At the Helm in the Storm: Seven Survival Strategies for Leaders in Turbulent TimesAdvanced Spreadsheet TroubleshootingTechniques (2 CPE Credits) (1.5 CPE Credits) Friday, June 9 | 2:15pm – 3:55pmFriday, June 9 | 2:15pm – 3:55pm Sponsor/Partner:Sponsor/Partner: Presenters/Speakers: Greg Conderacci, Business LearningPresenters/Speakers: Bryan L. Smith, CPA, CITP, CISA, Virtual CIO, InstituteBusiness Learning Institute Level: IntermediateLevel: Intermediate Track: Leadership and ManagementTrack: Technology and Cybersecurity Field of Study: Personal DevelopmentField of Study: Computer ScienceDo you dread that annoying ERROR! message popping These are difficult times. Professionals and their firms face specialup on your spreadsheets? Tired of using the same long, challenges. Never has leadership been so important — orelaborate formulas when you could rely on that is already seemingly so dangerous. With the press full of stories of fallenbuilt into Excel? Then this class is for you! In this webinar, leaders, it seems like being a leader is both a risky and lonelywe will focus on debugging and troubleshooting complex position to hold. However, opportunities for leaders abound andformulas. You will learn various techniques that will assist there are many ways to weather the storm.you in creating complex compound formulas. You willalso learn techniques to resolve issues when you receive E/BRGs – Strategically Aligning for Career anderrors. This session will also discuss the 9 built-in error- Business Growth (2 CPE Credits)checking options and demonstrate resolution techniques.We will also review techniques to resolve rounding errors. Friday, June 9 | 2:15pm – 3:55pmStrategic Skills for Finance (2 CPE Credits) Sponsor/Partner:Friday, June 9 | 2:15pm – 3:55pm Presenters/Speakers: Angela Spencer-James, US Tax Practice Leader, EY Idris Stover, Sr. Manager, HiltonSponsor/Partner: Level: Track: IT and CybersecurityPresenters/Speakers: Jennifer Elder, CPA, CMA, CIA,CFF, CGMA, Business Learning Institute Successful Employee/Business Resource Groups (E/BRGs) provideLevel: Intermediate value for members, our communities and the businesses we workTrack: Finance for and with. The success of these groups requires leadership,Field of Study: Communications agility and commitment of time and talent. The EY Black Professional Network convened the inaugural leading practiceYou know that strategy is important! According to a 2011 discussion with a cross-company panel in 2013. To evolve thisDeloitte survey, strategy setting has doubled in importance for conversation, leaders of Black E/BRGs will gather for a focusedCFOs. Yet 75% of CFOs indicate that their staff needs training to discussion on strategically aligning efforts for success. Join usperform in a strategic role. So how do you change your focus for the opportunity to learn from, and interact with, leaders whofrom historical financial presentation to future strategic planning? will explore ways to strategically align E/BRG efforts for successGet you and your team prepared for the challenges by learning to career and business growth. Our panelists and discussion willhow to analyze data, define decision-making options, present focus on the below topics:effectively, gain consensus, and develop action plans. 1. Aligning your E/BRG strategies with your organizations business strategy and values 2. Engaging executive sponsors and allies for an E/BRG to strengthen inclusive leadership 3. Providing access to leaders for members of E/BRG to develop skills and relationships 4. Collaborating with other E/BRGs to amplify your impact58 2017 NATIONAL CONVENTION & EXPO

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SESSION SPEAKER BIOS SESSION SPEAKER BIOS Roslyn Brooks Pamela Boone Managing Director, PwC Senior Vice President, North America, State Roslyn Brooks leads PwC’s Government, Street Regulatory Af¬fairs & Public Policy office based in Washington, DC. A member Pamela J. Boone is Senior Vice President, of the firm’s executive management North America Controller for State Street team, Roz is responsible for ensuring Corporation. Pamela is responsible for all PwC has a voice in important debates at of the accounting for State Street’s North the nexus of business and government American divisions, including Global and helping the firm successfully execute its business strategy. Investment Services, Global Advisors, Global Roz leads PwC’s engagement with Congress, the White House, Markets, Global Treasury and Structured Products. Her responsibilities regulatory agencies, state and local governments, and third party include end-to-end accounting for ongoing financial transactions organizations including trade associations and NGOs. Roz brings and new products, as well as accounting and system support for more than 20 years of experience working at PwC in both tax all strategic initiatives and acquisitions. Pamela holds a Bachelor of consulting and public policy advisory. During her tenure in PwC’s Business Administration in Accounting from Howard University, tax practice, earned a role in an internal rotational program with Washington D.C. and a Master of Business Administration from the the U.S. Leadership Team. Roz later transitioned to her current Wharton School, University of Pennsylvania. team, leading government, regulatory, and public policy strategy for 13 years. Sean Baker, CPA Roz recently joined the Board of Directors of All In Together, Americas Inclusiveness Recruiting a non-partisan, collaboration-driven campaign to empower Consultant, EY women to amplify their voices on civic, social, and political issues. Roz holds a B.A. in English and Psychology from Stanford Sean has been with EY for 8 years. Sean University, a J.D. from The Univer-sity of Michigan Law School at recently was an Audit Manager and Ann Arbor and an L.L.M. in Taxation from Wayne State University worked on 6 Initial Public Offerings (IPOs) in Detroit, Michigan. and other public and private clients. Prior to joining EY, he received a Master of Accounting from UNC-CH and is a licensed CPA. Sean has a passion for recruiting and diversity and it has led Sean to his Jeannine K. Brown, MBA current role as an Americas Inclusiveness Recruiting Consultant. Sean now consults with recruiters across the country on how to Certified Leadership Coach attract the best and most diverse mix of talent to the firm. He lives in Michigan with his Family. Jeannine K. Brown is a certified leadership coach and experienced speaker with Charles Barley, Jr., CISSP, CISA, expertise in professional development CIPP and leadership topics. Her career as a business executive includes leadership Director, Risk Advisory Services, RSM roles in state, government, industry and Big 4 public accounting, as well as several successful Charles Barley, Jr., Director, Risk Advisory entrepreneurial ventures. She has over 15 years of consulting Services, is responsible for the delivery of experience assisting Fortune 500 companies to maximize governance, risk and compliance (GRC) revenues through strategic operational planning and execution. services. He has over 15 years of consulting Jeannine holds a seat on the National Association of Black experience and has served several Accountants, Inc. (NABA) Board of Directors, serving as the multinational financial services and public sector organizations. Southern Region President. She is also active in other non-profit Charles also specializes in leading practices as they relate to boards and leadership roles. information technology- (IT-) enabled internal audit services, enterprise risk management, internal controls design, information security governance, enterprise architecture, application controls reviews, business intelligence and GRC solution implementations. Charles has led a number of data protection assessments and policy development engagements, which focused on security governance, data privacy, information classification and handling and overall data protection processes. He also serves as the Mid- Atlantic IT risk leader, where he facilitates clients’ development and implementation of effective enterprise IT risk management practices across the greater Washington market. 60 2017 NATIONAL CONVENTION & EXPO

SESSION SPEAKER BIOS CONTINUED Crystal Chism Wright SESSION SPEAKER BIOS Latasha Brown Director, PwC Chief Auditor, PwC Crystal Chism Wright is a Director at PricewaterhouseCoopers. She began her Latasha Brown currently serves as career in the firm’s Dallas office providing Chief Auditor in the New York Metro audit services to multinational public Financial Services practice of PwC. clients in the manufacturing sector. Latasha has over 15 years of experience Crystal most recently spent three years in providing assurance and accounting the firm’s National Quality Organization advisory services to firms in the financial where she completed a two year tour in Auditing Services,services sector, including several Fortune 100 firms. In leading Methods and Tools (“ASM&T”) and a one year tour in SEC Services.high performing teams in the execution of audits, Latasha While in the National Office, Crystal supported audit engagementhas developed a specialty in the planning and execution of teams through the PCAOB inspection process, consulted onintegrated audit engagements. Latasha is active in the Practice’s various auditing topics, developed internal firm trainings,Diversity & Inclusion initiatives and currently serves as a member reviewed periodic SEC filings, and assisted teams and clientsof the New York Metro Black Inclusion Network Leadership Team. with reporting requirements associated with various capitalLatasha also serves on the Board of Directors of the Center for raising transactions. Currently, Crystal is in the Deals PracticeArts Education, chairing the finance and investment committees. at PricewaterhouseCoopers, specifically focused on CapitalShe is a Certified Public Accountant licensed in the states of Markets and Accounting Advisory Services. In this role, sheFlorida, New Jersey and New York. She received her Master’s and advises clients on regulatory reporting requirements associatedBachelor of Science degrees in Accounting from The Florida State with various market transactions, including debt offerings,University and currently resides in Jersey City, New Jersey. initial public offerings, acquisitions, divestitures, and carve outs. Crystal obtained her Masters of Professional Accounting from the Jamal Burise University of Texas at Austin, and she is licensed by the State of Texas as a Certified Public Accountant. Senior Associate, Federal Advisory, KPMG Caroline Clarke Jamal D. Burise has over ten years of experience ranging from financial Editorial Director, Women of Power and risk management, enterprise risk management, internal control Caroline Clarke is an award-winning assessments, business process journalist and author whose experience reengineering, process analysis and spans print, digital and television. At Black improvement, and audit remediation Enterprise, she has served in a numberwith commercial and federal clients. He currently sits on KPMG’s of key roles including general manager,Risk Consulting Council and Employee Engagement Task Force Interactive Media; editor-at-large, Blackand was recognized as the 2015 KPMG African American Network Enterprise magazine; and editorialMember of the Year. Before joining KPMG, Jamal worked at PwC director, Black Enterprise Books. She is currently host of theservicing commercial and federal clients, and as an internal Women of Power TV show and editorial director of the Womenauditor at Lakeland HealthCare in St. Joseph, Michigan. Jamal of Power Summit. Drawing more than 1,000 registrants eachhas served on various organizational and community boards year and a host of blue-chip sponsors, the Summit is the nation’ssuch as the 2005 Harbor Habitat for Humanity Jimmy Carter largest annual conference targeting women-of- color executives.Work Project Events Committee Co-Chair, Harbor Habitat for Ms. Clarke led the team that created the Summit in 2005. Its latestHumanity Family Selection Committee, and more. He presents outgrowth is the nationally syndicated weekly show, Womenon various topics at universities such as Howard University and of Power on TV. She is the author of Take a Lesson: Today’s BlackGeorge Mason University. Burise was the 2011 Monroe College Achievers on How They Made It & What They Learned Along theNational Association of Black Accountants (NABA, Inc.) Awards Way, as well as a highly acclaimed memoir, Postcards from Cookie.Banquet Keynote Speaker and is currently the Immediate Past Clarke, a native New Yorker and mother of two, has a bachelor’sPresident of the NABA Metropolitan Washington, DC Chapter. degree from Smith College and a master’s degree with honorsBurise is a graduate of Western Michigan University with bachelor from Columbia University Graduate School of Journalism. She is aof business administration of accounting and a minor in business passionate advocate for adoption and public education and sheadministration and an active member of Omega Psi Phi Fraternity, serves as an advisor or director for several non-profit organizations.Incorporated. DARE TO LEAD 61

SESSION SPEAKER BIOS SESSION SPEAKER BIOS CONTINUED Christine Daines Des Clark Vice President, Boeing Senior Manager, Amazon Christine Daines is the Vice-President of Tiltrotor Programs for Boeing’s Vertical Des Clarke is a Seattle-based Fintech Lift division and the director of the Bell professional with a focus on payments Boeing V-22 program. Vertical Lift is and e-commerce. Des has worked in part of Boeing Military Aircraft (BMA), tech and financial services across a a business unit of Defense, Space & number of industries including banking, Security (BDS). Prior to her current role, insurance, and global payments. Des is Daines was the chief financial officer (CFO) for the Vertical Lift passionate about the development of the global payment Division, supporting Apache, Chinook, Osprey, and AH-6 Little ecosystem and recent developments in cross-industry blockchain Bird rotorcraft worldwide with operations in Philadelphia, Pa. and technologies to disrupt the traditional financial services space. Mesa Az. Daines holds an MBA from The George Washington University in Washington D.C., and degrees in International Greg Conderacci Business and French from Concordia College in Moorhead, MN. Business Learning Institute Kim Drumgo For more than four decades, Greg Director of Diversity and Inclusion, Conderacci has been using the magic American Institute of Certified Public of communication to help people lead Accountants happier, more productive and more rewarding lives. He is the author of Getting Kim Drumgo is the Director of Diversity UP! Supercharging Your Personal Energy, and Inclusion at the American Institute which shares his high-energy secrets to of Certified Public Accountants. In accomplish more in less time, reduce stress and achieve work-life her role at the AICPA, Kim provides balance. A Senior Fellow with the Business Learning Institute, his transformational leadership to drive innovative change in the training focuses on key success skills like time/personal energy accounting profession specific to diversity and inclusion. Her management, ethics, leadership, business development, and role includes developing forward thinking strategies to increase effective speaking and writing. Greg can help you, your team or the pipeline of diverse talent and foster inclusiveness across the your company dramatically increase performance. As a former accounting profession. Prior to her role at AICPA, Kim served as Wall Street Journal reporter, chief marketing officer and non-profit the Chief Diversity Official (CDO) of Blue Cross and Blue Shield of entrepreneur, he brings you the same skills he teaches at the North Carolina. Kim sits on the board of the PhD Project, which Bloomberg School of Public Health at Johns Hopkins University seeks to increase the diversity of business school faculty. She and Fortune 500 companies. is also a member of the Conference Board Diversity Council which seeks to identify best practices in diversity and inclusion. Erica Cruz Kim holds a bachelor of science degree from UNC Chapel Hill in Public Health and a master’s in business administration Head of Accounting, Amazon from the University of Maryland. She is also a certified Project Management Professional and certified in the administration of Erica Cruz is the Head of Accounting for the Global Mindset Inventory assessment. Amazon Studios based in Los Angeles, California. Amazon Studios is known for Golden Globe and Emmy Winning television series such as Goliath, Transparent and Man in the High Castle, as well as Oscar winning movies such as Manchester By The Sea. Erica has had a career that has been focused largely on the tech industry, start-ups and entertainment, having worked at companies like Snapchat and Disney before joining Amazon. She has a proven track record of building teams and processes, as well as helping develop infrastructures at fast paced and fast growing companies.62 2017 NATIONAL CONVENTION & EXPO

SESSION SPEAKER BIOS CONTINUED Jennifer Elder CPA, CMA, CIA, SESSION SPEAKER BIOS CFF, CGMA William Eaves Business Learning Institute Director, PwC Jennifer Elder, CPA, CMA, CIA, CFF, Will is the Director, Risk Assurance – CGMA is a keynote speaker, trainer, and Financial Services practice in New York business coach dedicated to business with 14 years of experience evaluating transformation. For more than 20 years, and assessing business process and she has been helping businesses by IT general controls for leading global peeling back the layers of “administrivia” banking, capital markets, and asset and finding the hidden strengths and core values that make you management companies. He currently and your company awesome. Jennifer works with businessesserves as the lead director on a large, global banking client and to develop a compelling business strategy that is quick toleads the delivery of multiple SOC 1 and SOC 2 reports at this implement that transforms your company from what you areand other financial services institutions. Will is also one of the now to what you have always wanted to be. Known for beingRisk Assurance sector leads for the Banking & Capital Markets energetic and enthusiastic, Jennifer has been delivering high-(BCM) sector, focused on driving market-facing opportunities quality, customized training that make complicated topicsfor all Risk Assurance services at audit and non-audit clients, easy to understand, relevant, and useful for years. She hasincluding cyber security, data privacy, and governance, risk conducted seminars for the Fortune 500, US Government, Stateand compliance programs. While Will’s primary focus is the CPA Societies, and CPA Firms in 33 states. Her sessions are highlyBCM sector, his responsibilities have overlapped with the Asset interactive, full of discussion, and even entertaining. JenniferManagement sector throughout his career. Over the years, Will received her BA from the University of Massachusetts and an MShas led several projects to identify, document, and evaluate in Organizational Management from Antioch University Newthe business processes and control frameworks of clients, in England.support of their Sarbanes-Oxley 404 (SOX) and SOC 1/SOC 2reporting. Will successfully managed the initial transition year Raphael Ereyifor a new SOX audit client. Will is also seen as a subject-matterexpert in controls reporting and has led the delivery of several Senior Vice President, Wells FargoSOC 1, SOC 2 and other attest reports for global investmentadvisors, custodians, broker dealers, transfer agents, and fund Raphael Ereyi is a Senior Vice President inadministrators. the Wells Fargo Regulatory Interpretations Group. He is responsible for providing Ty Ekelemu regulatory rules interpretations to business managers and regulatory Internal Audit Manager, State Street reporting teams. He also supports the Bank’s regulatory advocacy efforts, and Ty Ekelemu is an Internal Audit Manager provides subject matter expertise in support of regulatory audit with 13+ years of professional experience.  and exams activities. Raphael joined Wells Fargo in 2013 as the She is responsible for leading audits in Head of Regulatory and Finance Data Management Group in the Global Treasury and Finance, focusing Wholesale Business Division. on capital management, CCAR, regulatory reporting and risk governance.   Prior to joining Wells Fargo, Raphael worked at Bank of America Additionally, she conducts audit issue and JP Morgan in various capacities in the regulatory capital andremediation closure reviews and continuous monitoring activities.  reporting space. Raphael obtained a B.Sc. in accounting fromPrior to joining State Street, Ty led risk governance, compliance the University of Benin, Nigeria. He also received an M.B.A fromand operations audits at GE Capital Corporation.  She also the University of Toronto, Canada. His professional certificationsworked in the utility and telecommunications industry where she include Chartered Accountant, Chartered Financial Analyst (CFA),participated in special investigations and business audits.  Ty began and Financial Risk Manager (FRM)her career at Deloitte LLP auditing clients in the manufacturing andinsurance industries.  DARE TO LEAD 63

SESSION SPEAKER BIOS SESSION SPEAKER BIOS CONTINUED Andre Fomby, MBA Jina Etienne, CPA, CGMA Risk Consulting Sr. Manager, Crowe Horwath, LLP President & CEO, NABA, Inc. Andre is a Risk Consulting Sr. Manager Jina Etienne is responsible for the day- with 17 years of Information Technology to-day operations of the national office, and Cybersecurity experience in and provides strategic direction and managed security services, operations leadership for the organization. Ms. Etienne and applications. Andre is responsible for came to NABA from the AICPA where the delivery of Managed Security Services she was Director – Taxation, Tax Ethics & within Crowe’s Risk Business Unit. His experience is as follows: Professional Standards, AICPA Tax Section. Delivery of hosted and co-hosted SIEM (Security Information and She led the Taxation team that develops tax related resources and Event Management) for the purpose of regulatory compliance, log practice aids that address members’ technical needs and practice analysis and reporting Management and monitoring of network management issues, implementation of tax law and regulatory infrastructure, backup and disaster recovery solutions, data center changes, and guidance related to tax ethics and practice standards. operations within various industries Information Technology Jina authored several articles and blogs, and was a regularly project management and process improvement utilizing Six Sigma featured speaker at conferences and on webcasts on tax practice methodologies. management and tax practitioner ethics. Before joining the AICPA, she was founder and managing member of Etienne & Associates, Garry Goodall LLC, a boutique CPA firm in Silver Spring, MD. Her firm provided a wide range of accounting services for businesses and individuals, Principal, EY including tax planning and preparation, business consulting, tax research and representation before the IRS. Ms. Etienne earned an Garry Goodall is a Principal within the M.S. in taxation in 1993 and a B.S.B.A. in accounting in 1989 from Financial Services Office of EY’s Advisory American University. practice. He has over twenty nine years of internal audit experience with twenty Nchacha E. Etta seven years auditing in the financial services industry working with diversified CFO, Johnson & Johnson financial services institutions. Garry’s primary area of focus is Banking and Capital markets. Garry leads Nchacha Etta is the Chief Financial Officer EY’s Banking & Capital Markets Internal Audit team and has been (CFO) of Johnson and Johnson’s Vision involved, either in a lead or advisory capacity, with the majority Care company based in Jacksonville, of EY’s largest internal audit related engagements whether Florida. He is responsible for all financial through internal audit co-sourcing, quality assessment reviews, aspects of the company’s world-wide transformation projects or simply sharing thought leadership. operations, such as commercial finance, He has obtained tremendous working knowledge of the various strategic planning and analysis, financial practices. Garry has completed 50+ external quality reviews and reporting, audit and compliance, the development and execution maintains the highest quality standards in the planning, executing of corporate strategy, portfolio management and capital and reporting phases of these reviews. Prior to re-joining EY allocation. Nchacha joined Johnson & Johnson with an extensive in 2005, Garry was the head of audit for RBS’s retail banking global experience as a finance leader. Prior to joining J&J, he held division and head of professional practices for RBS internal finance leadership roles at The Coca-Cola Company, Microsoft audit. Additionally, Garry authored EY’s first global internal audit Corporation, Eli Lilly’s Supply Chain operations and The Carlyle methodology. Group in Washington D.C. He began his career as an Accountant at Areva, a French global leader in nuclear energy. Nchacha has extensive international experience, having worked France, Turkey and South Africa. He received his bachelors of Science degree in Accounting from George Mason University, and an MBA in finance from Howard University’s Business School. Nchacha and his wife Pauline have three children; Enow, Ndi and Zara.64 2017 NATIONAL CONVENTION & EXPO

SESSION SPEAKER BIOS CONTINUED Tiffany Harrison SESSION SPEAKER BIOS Daja Jackson CFO, Boeing Sr. Manager, PwC Tiffany Harrison is the Chief Financial Officer for The Boeing Company’s Test & Daja Jackson is a Senior Manager in PwC’s Evaluation (BT&E) division. BT&E provides Assurance Practice with over 14 years The Boeing Company with a wide range of public accounting experience. She of technical services for laboratory and is based in Houston, Texas where she flight test operations, in support of serves clients in the Energy sector with a validation and certification of Boeing focus on large, publicly-traded diversified commercial and defense aircraft and other products. Harrison is midstream companies. Over the course of responsible for providing Finance leadership to support the BT&Eher career, Daja has developed an in-depth knowledge of various business strategy and long-range business plans.aspects of assurance services including Integrated Audits, SECReporting, SOX 404 Implementation, Testing and Remediation, Karrington LewisBusiness Combinations, Carve-out Audits, Drop-downs, Publicand Private Capital Market Transactions, Impairment Assessments Associate, Risk Advisory Services, RSMand Regulatory Accounting. In addition serving her clients, Daja isactively involved and holds several leadership positions supporting Karrington Lewis, Associate, Risk AdvisoryPwC’s Diversity & Inclusion, Campus Recruiting and Corporate Services specializes in Payment CardResponsibility initiatives. Industry (PCI) Data Security Standard (DSS) assessments and IT security review Sean Hailey engagements. Her assessments and audits cover risk assessments, identifying International Tax, EY and testing controls (e.g., operational, administrative, system/software development and governance Sean Hailey is a member of the documentation), as well as reviewing segregation of duties, International Tax Services practice policies, physical security and compliance testing. Additionally, of Ernst & Young LLP. He is based in Karrington has been involved with planning, executing and Washington, DC, where he advises communicating information security assessments, including clients on international tax policy and penetration testing and vulnerability assessments. international tax planning. Prior to rejoining EY, Sean was a Tax Advisor Jennifer Louis, CPAwith the U.S. House of Representatives, Committee on Waysand Means. In that position, he helped formulate international Business Learning Institutetax policy, led hearings on international and energy tax reform,advised Congressional Working Groups and drafted tax reform Jennifer F. Louis, CPA has over 22 years ofproposals primarily focusing on moving the U.S. international experience in designing and instructingtax system to a territorial tax system. Prior to his seven years high-quality training programs in a widewith the House Committee on Ways and Means, Sean spent variety of technical and “soft skills” topicsfour years with the International Tax group of Ernst & Young LLP needed for professional and organizationin the Northeast region. In that role he focused on advising U.S. success. In 2003 she founded Emergentmultinational clients on domestic and foreign taxation issues as Solutions Group, LLC, where she focuseswell as strategic transactions, including acquisition structuring her energy on designing and delivering high-quality, practicaland financing structures. and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Alice Grey Harrison, APR Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly- Corporate Communications, DHG respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager Alice Grey Harrison, APR directs the at AARP. At the start of her professional career, Jennifer was an corporate communications program Audit Manager for Deloitte & Touche LLP, where she frequently for Dixon Hughes Goodman, a US top served as a local and national instructor. Jennifer graduated summa 20 accounting firm with more than cum laude from Marymount University with a BBA-Accounting. 2,000 professionals. She oversees a She currently resides in Vienna, VA. communications program that resonateswith partners, employees, prospective employees and othercommunity constituents. In addition to her role with Dixon HughesGoodman, Alice Grey serves as the Global Marketing Chair for Praxity,an international alliance of accounting firms. DARE TO LEAD 65

SESSION SPEAKER BIOS SESSION SPEAKER BIOS CONTINUED from bank loans to corporate incentive certificates. He’s created compensation matrixes; analyzed financial statements; designed Phil Mahere and delivered accounting and professional skills courses. And, he’s performed stand-up and improvisational comedy! In the Auditing Services, Methods and Tools release of his first book, Improve is No Joke, he shares what PwC he’s learned teaching business professionals how to become more effective, sharpen their creativity, and develop leadership Phil completing a tour of duty in PwC’s skills needed to succeed and improve business results through National Office in the Auditing Services, improvisational techniques. As a speaker and trainer, Peter has Methods and Tools group where he delivered hundreds of seminars, conferences, workshops, and was primarily focused on policy and keynotes on both technical and non-technical topics to clients. methodology matters impacting the In addition, he currently teaches select courses for the AICPA and Firm. During his tenure with PwC he has The Mind Gym. Peter’s credentials include a BA from University led engagements and projects including implementation of of Kentucky and a Master’s in Accounting from Case Western complex accounting pronouncements, internal controls reviews Reserve University. He’s a CPA and CGMA with a certificate in IFRS and SOX 404 compliance reviews. He has served on clients in from the Institute of Chartered Accountants in England in Wales. several industries including Technology, Energy, Power & Utilities and Entertainment & Media. In his career he has worked in various Melissa T. Martin PwC offices including Harare - Zimbabwe, Johannesburg - South Africa, San Jose, Boston, San Francisco and New Jersey. Senior Associate, Assurance, RSM Ritu Malhotra Melissa T. Martin, Senior Associate, Assurance, provides financial audit services to many entities. She focuses primarily on Campus Recruiting, EY manufacturing companies, not-for-profits, employee benefit plans, and SEC reporting entities. Melissa has held a variety Ritu Malhotra joined EY’s campus of accounting positions in industry before transitioning to recruiting team in 2008. Currently she is public accounting in 2014. In her current role, Melissa uses her the lead recruiter for Financial Services familiarity with general accounting systems and processes to Organization’s tax practice for NY and engage clients and gather appropriate audit evidence. Melissa leads the recruiting efforts at Fordham is also active in the firm’s Culture, Diversity and Inclusion (CDI) University. Ritu is also the lead recruiter for initiative. She has been appointed as a CDI Local Champion, New York’s Launch Internship Program. and she serves as Chair for her office’s Multicultural Employee Ritu is a graduate of Pace University with a Bachelors in Human Network Group. In addition, she serves as Secretary for the Resource Management and minor in Communication Studies. Greensboro Chapter of the National Association of Black Ritu was the president of Pace University’s NABA chapter while Accountants. in school as well as the founding president for the Society for Human Resource Management (SHRM) chapter at Pace. Currently Darrell McGraw Ritu is involved with the Pan Asian Professional Network (PAPN) at EY and serves as the co-chair for the Cultural Appreciation Director, Federal Advisory, KPMG Committee. Ritu lives in New York with her husband and their three and half year old son. Darrell L. McGraw is a Federal Advisory Director at KPMG, LLP and an Peter Margaritis CPA, CGMA, experienced program manager with MAc over 18 years of consulting experience, bridging the gap between technology Business Learning Institute and financial management functions for Federal clients. Over the past two years As the Chief “Edutainment” Officer he has been a Federal Service-Line Lead for Program Delivery for Peter A. Margaritis, LLC, Peter’s Services. He is a certified Project Management Professional (PMP), primary role is to help business Schedule Professional (PMI-SP), Lean Six Sigma and ITIL certified leaders strengthen their business professional. He has been instrumental in guiding Federal success skills, to create positive results. Agencies’ transformation efforts to include establishing Program Through his experiences in business Management Offices (PMO), human capital planning, business and training in improvisational comedy, Peter brings a fresh process re-engineering, and the implementation of financial perspective on how to develop non-technical, professional and technical project controls. He is a previous recipient of the skills training like Presentation, Business Development and 2008 Black Engineer of the Year Award (BEYA) for Modern Day Leadership Skills. During his past 30 years in business, Peter has Technology. managed, recruited, developed, hired and even fired individuals – developing successful teams. He has sold products ranging66 2017 NATIONAL CONVENTION & EXPO

SESSION SPEAKER BIOS CONTINUED Helen Munter SESSION SPEAKER BIOS John McPhillips Director, PCAOB VP Financial Reporting Helen Munter is the PCAOB Director of Registration and Inspections, the PCAOB’s John McPhillips is Vice President of largest operating division. She oversees Financial Reporting in the PFI Corporate all division operations including firm Controller’s area and currently manages registration, the global network firm the CFO Governance Unit. The primary inspection program, the non-affiliated responsibilities of this role include firm inspection program, and the broker- management of enterprise wide dealer interim inspection program. Nigel James, SEC Associate accounting issues as well as providing Chief Accountant, works with other securities regulators tocoordination and technical accounting support to subsidiaries develop international financial reporting and auditing standards.in their preparation of approximately 100 subsidiary financialstatement reports. John joined Prudential in 1998, as a manager Caryn M. Nightengalein Corporate Accounting Policy, eventually assuming the roleof Vice President of Accounting Policy in October 2001. John Director, Boeingmoved to the SEC Reporting Group in 2006 and managedvarious responsibilities there before assuming his current role Caryn M. Nightengale is Director ofin 2010. John began his career in internal audit at a Fortune 500 Corporate Development for the Defense,Engineering and Manufacturing firm then moved on to financial Space & Security division of The Boeingservices, working in various controllership roles with a New Company (BDS) in St. Louis. In thisJersey regional bank before joining Prudential. John has a B.S. in role, she is responsible for leadership ofAccounting from Villanova University, an MBA in Finance from the BDS’ merger and acquisition activities,Rutgers Business School, and is a CPA registered in the state of NJ. including mergers, acquisitions, divestitures, equity investments and joint ventures, as well as Brian Moring for support of the company’s broader strategic development initiatives. Caryn was a Vice President in Chicago at BMO Capital Training and Development Specialist, Markets (BMO), a full service investment bank which is part of Microsoft the Bank of Montreal. Prior to joining BMO, Caryn was a Financial Analyst at the Board of Governors of the Federal Reserve System Brian Moring, Training and Development in Washington, D.C. Caryn has a Master of Business Administration Specialist at Accelerate, has been degree from the Tuck School of Business at Dartmouth College developing content and instructing and a Bachelor of Science in Economics from The Wharton for close to 10 years. As a vendor, Brian School, University of Pennsylvania. Caryn is happily married to has worked at Microsoft and helped Robert (Bob) Nightengale, a Major League Baseball Columnist create and design online training for USA Today and an on-air contributor on the Major Leagueprograms for Microsoft IT and is currently the lead trainer and Baseball Television (MLB TV) channel.designer for the WorkSmart@Microsoft team. The WorkSmart@Microsoft program is designed to help employees, vendors, and Nihad Rahmancontingent staff effectively utilize productivity tools. Brian is also apartner of Accelerate, a privately held, woman-owned company Planning & Analysis, JP Morgan Chasefounded in Redmond, WA, with team members located acrossthe US. Since the early 2000s, Accelerate has been providing Nihad Rahman is the head of Planningproject management and consulting services to organizations, and Analysis for the Corporate Sector atenhancing workforce performance, and driving ROI. Accelerate JPMorgan Chase. He is based in Newfocuses on leveraging the latest developments in technology, York City. Prior to joining JPMorgancoupled with the best of time and project management Chase in May, 2015, Nihad spent 11techniques to enhance workforce productivity. Accelerate years at General Electric where he leddevelops custom solutions to propel businesses forward. financial planning and analysis for the Commercial Lending and Leasing business with GE Capital. Nihad has a Bachelor of Science degreein Chemistry and Economics from Haverford College and a Master of Business Administration from Columbia University. He lives in New York with his wife and daughter. DARE TO LEAD 67

SESSION SPEAKER BIOS SESSION SPEAKER BIOS CONTINUED Hal Schroder Sholon Rucker FASB Board Member Southeast Inclusion & Diversity Business Hal Schroder, FASB board member, brings Unit Manager, KPMG a strong investor perspective to the FASB, which establishes GAAP accounting Sholon began his career with the standards for public and private Office of Admissions at the University companies, and nonprofits. of Georgia. He was responsible for the management and coordination of Ben Shaw, CPA the institution’s diversity recruitment efforts in the metro Atlanta area. During his time in this role Manager, Dixon Hughes Goodman he worked very closely with the University President and other institutional administrators to create and execute an effective Ben Shaw, CPA is a manager with more diversity recruitment strategy. In 2006, he joined KPMG to than 15 years of accounting and auditing serve as the Southeast Inclusion & Diversity Business Unit experience in the manufacturing and Manager. He advises recruiting managers in the Southeast financial services industries. His particular on diversity recruiting strategy, implementation of diversity areas of expertise include internal audit, programs, and candidate relationship management. Sholon compliance, finance and operations. received his BBA in Marketing and a Master of Business Administration degree from the University of Georgia. He has Adam B. Schulman given a number of presentations on various career development topics including career transitioning, navigating the recruiting Director of Payroll and Travel, Boeing process and enhancing professional presence at professional conferencesand on university campuses. Adam B. Schulman is director of Payroll and Travel. As part of Boeing’s Enterprise Binoy Sanya Finance Services organization, he leads a global team responsible for employee SOX Compliance, Amazon payments, payroll taxes, and payroll Binoy Sanya leads the SOX Compliance benefits as well as monitoring and group at Amazon.com. Prior to Amazon, recording employee absences, labor and travel/expense services. he gained extensive experience at a Big Schulman holds an undergraduate degree in finance from 4 professional services firm planning, Washington University in St. Louis, a master’s degree in aviation directing and managing large, global, safety management from St. Louis University and an MBA from complex financial, operational and the Kellogg School of Management at Northwestern University. regulatory compliance engagements. He is also a certified cost analyst, a private pilot and board His industry experience expands over 20 years across consumer member of the Employees Community Fund of Boeing Chicago. business, retail, technology media telecommunications, In his spare time, he enjoys leading events that promote healthcare, life sciences, gaming, manufacturing, banking, and community involvement, including serving on the executive energy/utilities industries. He has strong knowledge in IT & board of the American Diabetes Association. business process redesign as well as evaluating, implementing, redesigning and simplifying controls. In addition to his MBA, Bryan L. Smith, CPA, CITP, CISA Binoy is also a Certified Information Systems Auditor (CISA) and Certified in Risk and Information Systems Control (CRISC) Virtual CIO, Business Learning Institute from ISACA and a member of Institute of Internal Auditors (IIA) and currently pursuing his Certified in Internal Audit (CIA) Bryan Smith serves as a trusted adviser certification. to CPAs in public accounting, as well as business and industry, on all aspects 68 2017 NATIONAL CONVENTION & EXPO of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

SESSION SPEAKER BIOS CONTINUED Lisa Stone SESSION SPEAKER BIOS Angela Spencer Vice President, Human Resources Business Partner, Freddie Mac US tax practice leader, EY Lisa currently holds the position of Angela has over 25 years of tax VP of Human Resources Business experience serving Fortune 500 Partner for Freddie Mac, where she is companies and professional services responsible for the developing and entities. Angela currently serves as the executing the HR strategy for multiple US tax practice leader for the acquisition businesses including: Multifamily, and executive pipeline management of Enterprise Risk Management, Internal Audit, Information underrepresented minorities in the US Technology, Investments Capital Markets, Legal, HR andTax Practice; a Practice that consists of approximately 10,000 tax Diversity & Inclusion. Lisa has enjoyed working at Freddie Macprofessionals. In addition, Angela continues to serve as a client since 2009.serving professional, rendering tax services to large multinationalpublic companies. She has helped these companies develop Lisa has over 15 years of leadership experience in Humanand implement federal income tax planning strategies. Angela Resources, specializing in: HR strategy, career development,received her Bachelor of Law from the University of North diversity and inclusion, and leadership development/executiveLondon, her MBA from St. John’s University and her LL.M. in coaching. Prior to coming to Freddie Mac, Lisa served as theTaxation from New York University School of Law. She is a New head of Human Resources for New Media Strategies (NMS), theYork State licensed attorney and a member of the New York Bar industry pioneer and global leader in Web 2.0 Online BrandAssociation Taxation Division and the National Association of Promotion and Protection.Black Accountants. Angela has lectured at various professionalorganizations regarding various federal income tax matters and Robert Storch, FDICserved as an adjunct professor at Baruch College City Universityof New York. Angela is the EY lead partner at strategic relationship FDIC Chief Accountant, Division ofpartner at Howard Law School. She currently serves on the Board Supervision and Consumer Protection,of Visitors at North Carolina Agricultural and Technical State FDICUniversity as the Chair of the Campaign Cultivation Committeeand on the National board of INROADS. Angela is a single mother Robert Storch, FDIC Chief Accountant,of three children, Ayanna (25), Olivia (21) and Joshua (17). Division of Supervision and Consumer Protection, is an authority on U.S. bank Derrick Steele regulatory accounting and reporting. He spearheads the FDIC’s development of bank accounting Partner , EY policy and requirements for banks. Derrick Steele is a Partner in Ernst & Idris Stover Young’s Financial Services Office with over 19 years of experience in providing Sr. Manager, Hilton advisory services to banking institutions, large financial institutions, insurance Idris Stover is the Senior Manager of companies and broker-dealer clients. Global Diversity and Inclusion at Hilton. Derrick currently serves as the Americas She joined the company in 2016 and isProcess & Controls Leader for the FSO. Also, Derrick is the Global responsible for providing oversight toClient Service Partner for American Express. In this capacity the organization’s eight Team MemberDerrick oversees Ernst & Young’s global delivery of services to Resource Groups. She also managesAmerican Express, covering risk management, compliance, Hilton’s relationship with key external diverse organizations andfinance, internal audit, technology, business improvement, she partners with internal stakeholders such as recruitment andtransaction and tax services in locations around the world learning and development to ensure a lens for diversity andwhere American Express operates. In addition, Derrick has led a inclusion is applied across all business practices. Prior to joiningnumber of engagements at American Express in the Finance/ Hilton, Ms. Stover was Vice President of Affirmative Action andControllership, Internal Audit and Business areas. Derrick has a Diversity Programs at BB&T, a large financial service holdingBachelor’s of Science degree in Accounting from the University of company operating in the United States.North Carolina at Charlotte and is a Certified Public Accountant inthe State of New York and North Carolina. DARE TO LEAD 69

SESSION SPEAKER BIOS SESSION SPEAKER BIOS CONTINUED Lielzl Walker Scott Thoma, CFA, CFP Managing Director, KPMG Edward Jones Liezl has over 15 years of tax experience in advising multinational companies Scott Thoma joined Edward Jones in in variety of state and local taxes. She 2000, currently is responsible for the has a broad range of experience in Strategy team in the Research Division.. multistate tax matters for clients in He co-chairs the firm’s Investment Policy various industries including media and Committee. Previously, Thoma served entertainment, manufacturing, retail, as director of investment advice, lead advertising, broadband/cable, technology/cloud-based service, medical device analyst, and market pharmaceuticals and financial industries. Her practice advises strategist, focusing on issues for investors in retirement. Thoma clients on state tax planning/structuring, multi-state controversy was named a principal in 2012. Thoma graduated summa cum and audit management, tax compliance, and tax provision laude from Southern Illinois University-Edwardsville with a review. She has assisted companies in rectifying historical tax bachelor’s degree in business administration. Later, he earned exposures by entering in and negotiating voluntary disclosure a master’s degree in economics and finance from the same agreements/tax amnesty programs. She specializes in advising university. He earned his Chartered Financial Analyst designation strategic corporate buyers and private equity groups throughout in 2003 and the CFP® designation in 2016. all phases of a transaction, including sell-side tax planning, state tax structuring, transfer tax analysis, due diligence, and post- Megan Turner acquisition integration. Senior Manager, Advisory Services, EY Shani Washington Megan Turner is a Charlotte-based Sr. Manager, EY Senior Manager within the Financial Services Office of EY’s Advisory practice. Shani Washington, Senior Manager, Ernst She has over ten years of experience in and Young, has more than 15 years of tax auditing, project management and risk accounting, compliance, and technology and advisory services. Megan’s primary consulting experience. Shani currently area of focus is banking and capital markets. She earned Master focuses on providing digital tax process of Accountancy and B.S. in Business Administration- Accounting and technology services to global degree from the University of Tennessee. organizations. Her experience includes managing projects with stakeholders across tax, finance, and Daniela Valasquez accounting and information technology. Campus Recruiter, EY Carly Williams Daniela is a part of the EY Americas National Campus Recruiting Leader, PwC Talent Team in her role as a Campus Recruiter. Daniela assists with recruiting Carly Williams is the National Campus efforts in our Southwest region. Recruiting Leader at PwC, one of the Additionally, she supports recruiting world’s largest professional services firms. efforts for our Fraud Investigation She is responsible for the firm’s recruiting & Dispute Services (FIDS) practice. This year, she is leading efforts at nearly 200 schools across the EY Houston’s Launch Internship Program, which is tailored U.S. Prior to assuming her current role, specifically for underrepresented minority students. Prior to she was the firm’s Diversity Recruiting Leader, responsible for the joining EY, Daniela received a double major in Accounting and overall diverse recruitment strategy at the firm for both campus Finance from Texas State University and started her career in and experienced hires. Carly earned her degree in business Audit services. She currently lives in Houston, TX. administration from Mercer University in 1997 and obtained her Professional Human Resource Certification (PHR) in 2009. She lives in Atlanta, Georgia with her husband, Tom, and two children Luke & Morgan. She loves to cook and is an avid traveler, visiting 34 states in the US and 32 countries around the globe.70 2017 NATIONAL CONVENTION & EXPO

SESSION SPEAKER BIOS CONTINUED Lauren Yost, SPHR, SHRM-SCP, SESSION SPEAKER BIOS MCLC Christopher R. Wilkinson, CISSP, CRISC National Association of Black Accountants, Inc. (NABA) Principal, Crowe Horwath, LLP Lauren Yost joined NABA in January of Christopher is a Principal with over 2015 as their Chief Operating Officer. A 18 years of experience overseeing seasoned business and performance enterprise Cybersecurity. Christopher strategist, Lauren has more than twenty currently manages enterprise years of leadership and hands-on management experience in Cybersecurity engagements for clients both for-profit and nonprofit organizations. Lauren has successfullyin a variety of industries. He has the following client experience: leveraged her expertise in operations, human resources, finance,Management and performance of Security Maturity/Strategy and strategic planning to lead big picture visions, balanced withengagements, assisting clients in building an information the efficiency and practicality that drive the bottom line. Hersecurity roadmap, Management of global penetration testing articles on management and leadership have been published in Pengagements for clients located in North America, Europe, & R Magazine, ASAE’s Dollars & Cents and have been referenced byAsia, and Central America, Cybersecurity control experience in Inc.com, US Legal and in v|lex Law Journals.the areas of policies and procedures, contingency planning,IT infrastructure, network architecture, and risk management.Chappell WilsonDirector, Risk Advisory Services, RSMChappell Wilson, Director, Risk Advisory Services, has over20 years of experience providing various consulting servicesto financial institutions. She brings a deep experience withplanning and performing financial and operational auditwork in accordance with applicable audit standards, projectmanagement, as well as providing corrective recommendationswhen deficiencies are discovered. She employs critical thinkingskills to understand business processes, controls, and software toform independent assessment of effectiveness and risk. Chappellhas managed client engagements ranging from $100M to $9Bin assets under consulting engagements with a specialization ininvestments/treasury (Trading/AFS/HTM securities, ABS, RMBS,MBS, securitization, hedging and derivatives, retail/commercialcredit/lending (consumer/commercial loan servicing/operations),lending compliance, operations, and risk management (modelrisk management, model validation, interest rate risk, etc). DARE TO LEAD 71

STUDENT PROGRAM 2017 NABA Student Program WEDNESDAY, JUNE 7 Session Title Session Time Student Welcome, Orientation & Networking Lunch (MANDATORY) 11:00am –12:45pm Opening Student Session: KPMG Presents...KPMG Family for Literacy Event! 1:00pm – 3:30pm Keynote Address | Opening General Session 4:00pm – 6:00pm Opening Reception 8:30pm – 10:30pm Session Title THURSDAY, JUNE 8 Amp Up Your Interview Skills Session Time Celebration of Scholars Luncheon 9:00am – 10:45am EXPO Hall Ribbon Cutting 11:00am – 1:00pm Career EXPO/NABA Networking Lounge 1:15pm – 1:30pm 1:30pm – 6:30pm Session Title Stand Up and Stand Out to Land Your Dream Job Natural Born Solvers FRIDAY, JUNE 9 Keeping it Real Session Time Build Your Personal Brand: Grow Your Career” 9:00am – 10:45am I Wish Someone Had Told Me 11:00am – 12:00pm Annual Awards Dinner and Gala 1:00pm – 2:00pm The After Party: Moonlight Magic Over Orlando 2:30pm – 3:30pm 6:30pm – 9:00pm Session Title 9:00pm – 12:00am NABA Day of Service SATURDAY, JUNE 10 Session Time 8:30am – 11:00am72 2017 NATIONAL CONVENTION & EXPO

STUDENT SESSIONS In this session students will be challenged to think about how STUDENT PROGRAM to best position themselves for success in the job market usingWEDNESDAY, JUNE 7 a simple two-step process. The first step will be to“Stand Up”Student Welcome, Orientation, and Networking and make their entry into the recruiting arena. The next stepLuncheon will be to“Stand Out”in a way that highlights their unique skills, talents, and abilities. Using an engaging and interactiveWednesday, June 7 |11:00am – 12:45pm format, the facilitator will walk students through this processPresented By: and provide them with a skillset that can be put into practice as early as the NABA Career Expo! If you are looking advice onLunch provided by: how to better position yourself for your dream opportunity then you do not want to miss what will be shared in this session!Presenter: Jina Etienne, CPA, CGMA, President & CEO, NABA, Inc.This session is designed to welcome first-time attendees and Keeping it Realreturning and provide them with tips & strategies to help themmaximize their convention experience. Jina will also host a short Friday, June 9 | 11:00am – 12:00pmQ&A with the students before the networking lunch begins. Sponsored By: Moderator: Robert HurdStudent Opening Session: Presenters: Charles Barley Jr, Chappell Wilson, Melissa Martin,KPMG Presents...KPMG Family for Literacy Event! Karrington Lewis Honest and open dialogue on topics that concern and affect you.Wednesday, June 7 |1:00pm – 3:30pm Let’s discuss how to effectively transition into a professional workSponsored By: environment, manage workplace conflict, appropriate attire for your company holiday social, personal and professional ethics,Come join KPMG professionals as we create personalized book social media activity, internet usage at work and so much more.bundles intended to encourage students to keep reading and This session is your opportunity to seek guidance on standardboldly reach for their dreams! At KPMG LLP, we are focused on and/or unconventional topics from RSM professionals.developing students at every stage of their academic career.Knowing that strong reading skills are the basis for future Natural Born Solverssuccess, KPMG invites you to join us as we support three localelementary schools empower their students by providing them Friday, June 9 | 9:00am – 10:45amwith new books. Sponsored By:THURSDAY, JUNE 8 Presenters: Sean Baker, Americas Inclusiveness RecruitingAmp Up Your Interview Skills Consultant, EY Daniela Valasquez, Campus Recruiter, EY, Ritu Malhortra, Campus Recruiter, EYThursday, June 8 | 9:00am – 10:45am Does your mind jump at the opportunity to solve a puzzle?Presented By: Does your ability to look beyond the obvious lead you down the road of unexpected solutions? Are you readyPresenter: Carly Williams, National Campus Recruiting Leader, for a career that will put these talents to good use? ComePwC join us for the EY Natural-Born Solver Challenge and findJoin PwC to learn how to tell your story and express the essence out if a career in professional services is a natural fit for you.of who you are during an interview. You will hear how to buildconnections with prospective employers that will help them I Wish Someone Had Told Meremember your exceptional promise of value and make you standout amongst your peers during the interview process. Friday, June 9 | 2:30pm – 3:30pmFRIDAY, JUNE 9 Sponsor/Partner:Stand Up and Stand Out to Land Your Dream Job Presenters/Speakers: Lauren Yost , SPHR, SHRM-SCP,Friday, June 9 | 9:00am – 10:45am MCLC, National Association of Black Accountants, Inc. (NABA)Sponsored By: When you enter a different environment like a new job, it often feels like everyone knows the secret handshake but you. Sometimes, itPresenter: Sholon Rucker, Southeast Inclusion & Diversity Business just feels that way, and sometimes it IS that way. This session willUnit Manager, KPMG provide insights into the unwritten rules and workplace secrets that you will never find in the company handbook and prepare you to find them and get ahead of the curve. 73 DARE TO LEAD

STUDENT PROGRAMEmpowered CareersBank of America is a proud supporter of the2017 NABA Conference & EXPO in New OrleansAttracting the best talent is an important first step, but we are alsocommitted to developing and promoting that talent to build strongerleaders and empower our employees to thrive in their careers.Visit bankofamerica.com/careersLife’s better when we’re connected®Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, geneticinformation, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as suchaffirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincialand municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance ofour teammates. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.© 2017 Bank of America Corporation. | ARQCH9VK | DI-052417



CREATE YOUR GREATNESSNike represents a global culture of sport, style and the pursuit of greatness. We arepassionate about potential and believe everyone should have the tools to reach theirs.Our diverse Nike team sparks imagination and drives our collective success.We are seeking talented, driven Finance leaders to join our growing teams.With an ambitious long-term growth strategy, we count on our Global Financeorganization to thrive in its mission: to drive and deliver value to every athlete* andNike shareholder. Our Controlling function is at the heart of this objective, focusingon maintaining strong internal controls, providing timely, accurate and relevantinformation to internal and external stakeholders, and ultimately delivering expertbusiness partnerships that drive profitable growth.As we continue to grow, we want to partner with world-class Finance talent. Together,we can accomplish the impossible. Check out the latest job listings at Nike and beginpursuing your greatness. EXPLORE NIKE JOBS*If you have a body, you are an athlete.



You do the math. Finance and Accounting at Walmart is a lot more than numbers and spreadsheets.$473+ 2.2 240 + Overbillion million million 11,000 in sales associates weekly transactions stores and clubs Learn more at WalmartCareers.com

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

© 2017 Ernst & Young LLP. All Rights Reserved. | 1701-2164686 NABA | ED None Who will disrupt the disruptors? At EY, inclusiveness is the way we leverage our differences to achieve better business results, creating an environment where all of our people know they are valued. We believe that when differences are celebrated, talented people from all backgrounds have the chance to develop, advance and make more meaningful contributions to our culture and our clients. We are proud to work with the innovators and game changers of today to create new legacies for the world. Through a career at EY, you will become a builder of your legacy — for our clients, our communities and yourself. Join our talent community: tinyurl.com/NABA2017 or contact Tonika Hammonds at [email protected] or Tina Thompkins at [email protected].



The pace of change in more industries gets faster and the world getssmaller. Which is why Grant Thornton LLP is part of a global network ofmember firms, comprising more than 40,000 people in more than 130countries. Combining global scope with local savvy, we’re ready to help youcapitalize on opportunities wherever they arise, now and into the future. Audit | Tax | Advisory | grantthornton.com“Grant Thornton” refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd (GTIL), and/or refers to the brand under which the independent network of GTIL memberfirms provide services to their clients, as the context requires. GTIL and each of its member firms are not a worldwide partnership and are not liable for one another’s acts or omissions. In the UnitedStates, visit grantthornton.com for details. © 2017 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd



Diverseperspectivesare a recipefor innovation.We value the impact of aninclusive and diverse culture.At KPMG, we believe our people must be as diverseas the clients and communities we serve and thattheir unique backgrounds, experiences, and talentsare essential to our success. We’re proud that at everylevel of our firm, our professionals take ownership ofcreating a diverse and inclusive culture.We appreciate our alliance with NABA, and value ourshared commitment to develop next generation leaders.Learn more at KPMG.com/us/careers.Anticipate tomorrow. Deliver today.©2017 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG InternationalCooperative (“KPMG International”), a Swiss entity. Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates. NDPPS 657237

Great minds Auditthink audit. The PCAOB seeks auditors for inspections and other regulatory activities. We reward excellence. Visit our Careers page to find exciting opportunities: www.pcaobus.org/CareersMission. Impact. Team. The PCAOB is an equal opportunity employer and provides a professional work environment, free of discrimination and harassment.

My brand:A first-rate “Team Builder”and a first-generationHaitian AmericanStephen Nesi, Partner. Long before I started here, I was impressed that thePwC professionals who came to recruit at my college were so diverse. It mademe comfortable early on. And it continues at PwC today—black professionalslike me are getting involved with groups created just for us. It’s given meopportunities to network with peers and connect with partners who mentoredme. The way I see it, people from different backgrounds bring differentperspectives to our clients. To learn more about my personal brand and howstrongly we feel about diversity, go to pwc.com/diversity© 2016 PricewaterhouseCoopers LLP, a Delaware limited liability partnership. All rights reserved. We are proud to be an Affirmative Action and Equal Opportunity Employer.

Imagine whatwe’ll achievetogether.YOUR UNIQUE PERSONALITY MAKES YOU ONE OF A KIND.That’s important to our middle market clients who are as dynamicand diverse as the professionals who serve them.McGladrey is now RSM.Experience our inclusive culture. Experience the power ofbeing understood.Visit us at the career fair or jobs.rsmus.com to learn more.rsmus.comRSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. Visit rsmus.com /aboutus for more information regarding RSM US LLP andRSM International. 04-17



We’retsotgroenthgeerr.We believe there’s even greater power in working together. Join us at the:Because when we combine our unique abilities as a team, our Women of NABA Network Management Sessionstrength multiplies. Every day across 36 countries, our team Thursday, June 23 | 9:00 a.m. – 10:45 a.m.members collaborate using their collective skills to better serve featuring Dr. Ella L.J. Edmondson Bell,our company and customers. renowned author of Career GPS: Strategies for Women Navigating the New Corporate Landscape,Join our team to learn, grow, and excel in your career. brought to you by Wells Fargo Advisors.Visit wellsfargo.com/careers to apply or stop by theWells Fargo Career booth to talk with us in person.Relevant military experience is considered for veterans and transitioning service men andwomen. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.© 2017 Wells Fargo & Company. All rights reserved. Member FDIC. IHA-4181502

Finance is all about the numbers…unless you work at Amazon; it’s knowing the numbers plus so muchmore. Enthusiasm, energy, and diverse perspectives help us deliver new ideas and solutions. We helpothers understand finance and are trusted advisors for every facet of data and communication to ensureour leaders have the most up to date and reliable information to help make the best possible decisions.The challenges we take on span multiple industries and functions across our many businesses andacquisitions, all powered by the same mission: to be Earth's most customer-centric company. Learn More at Amazon.jobs Or email: [email protected] today’s world, organizations must continuously FW-18006-012Ainnovate to grow. Innovation requires…Diversity of thoughtand cultures.Our commitment to diversity, innovation, and an inclusivework environment are just some of the reasons humanresource organizations, and local and national mediahave named us one of the best places to work.To start your rewarding career, visit GoCrowe.com.Christopher Mitchell, PartnerAfrican-American People Resource NetworkAudit / Tax / Advisory / Risk / PerformanceIn accordance with applicable professional standards, somefirm services may not be available to attest clients.© 2017 Crowe Horwath LLP, an independent member of Crowe Horwath Internationalcrowehorwath.com/disclosure

The knowledge you need for the next level of success. Becker Professional Education, a leader in CPA Review for 60 years, is constantly working to deliver innovative and efficient ways to help students prepare to pass the CPA Exam. Our recently updated 2017 CPA Review course was designed to make better use of your study time, help you track your progress and assist you in developing higher-order thinking to better prepare for the new exam. Also, when you choose Becker to prepare for the CPA Exam, you are not alone. Becker has helped more than 1 MILLION candidates prepare for the exam! We are also proud to offer comprehensive continuing education for accounting and product management professionals via our Continuing Professional Education courses and PMP© Exam Review. To learn more, visit becker.com or call 877.CPA.EXAM.©2017 Becker Professional Education Corporation. All rights reserved.

Reuben Reuel — New success, marrying African fabrics with western fashion.Looking back is part of the ride.As Reuben Reuel moves forward on the road to the new success,he knows that sometimes you have to take a backward glance.Take a closer look at the Toyota Corolla, with standardToyota Safety Sense™ P1 and standard Backup Camera.2 Entune™Audio Plus with connected navigation is also available.You’ve got the wheel. Now, do.Options Shown. 1Drivers should always be responsible for their own safe driving. Always pay attention to your surroundings and drive safely. Depending on the conditions of roads, vehicles, weather, etc., the system(s)may not work as intended. See Owner’s Manual for details.2The backup camera does not provide a comprehensive view of the rear area of the vehicle. You should also look around outside your vehicle and use yourmirrors to confirm rearward clearance. Environmental conditions may limit effectiveness and view may become obscured. See Owner’s Manual for details. ©2017 Toyota Motor Sales, U.S.A., Inc.

B:12.25” T:12”S:11”Because potential livesin every community.The future of technology lives in your neighborhood. We’refocused on ensuring that Microsoft will be the best placeto work.And we are there to support organizations and programsthat provide access to technology so people everywhere canreach their full potential.For opportunities to join our talent community, connect withus at [email protected]



We believe integrating diversity and inclusion into all aspects of our company is key to our business strategy for success. Founded in 1948, Robert Half is the world’s first and largest specialized staffing agency. We believe working happy is the only way to work. We’ve made it our mission to help people find fulfilling jobs and companies build happy, productive teams. To learn more about Robert Half career opportunities, please visit roberthalf.com/work-for-robert-half.Call us today at 1.855.398.7721roberthalf.com© 2017 Robert Half International Inc. An Equal Opportunity Employer M/F/Disability/Veterans. RH-0317

Everyone here, whether he or CEA-9566A-A © 2017 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED. she works in our headquarters or from a neighborhood branch office, is dedicated to one purpose: helping our clients achieve their long-term financial goals. We’ve been ranked among the best advocates for our clients and been named one of the top companies to work for. To learn more about our unique culture and history, visit www.edwardjones.com. Edward Jones is a proud supporter of the National Association of Black Accountants.Edward Jones does not discriminate on the basisof race, color, gender, religion, national origin, age,disability, sexual orientation, pregnancy, veteransstatus or any other basis prohibited by applicable law.Member SIPC

we’re proud sponsors ofthe National Associationof Black Accountantsit’s our diverse backgrounds, ideas,experiences and lifestyles that make us, us.