insight NABA NATIONAL CONVENTION & EXPO #NABATurns50 | #NABAConvention
NABA NATIONAL CONVENTION & EXPO JUNE 19–23 LAS VEGAS, NV TABLE OF CONTENTS Leadership Development Institutes & Bios 20-23 CPA Examination Review 25 Conference Schedule 2-3 Women of NABA Network Programs 26-27 General Information 4 Kick-off Plenary 28 Hotel Floor Plan 5 Keynote Address/Opening General Session 28 Welcome from the NABA President 6 50th Anniversary C-Suite Plenary 29 Welcome from the Chairman 7 Celebration of Scholars Luncheon 31 Welcome from the Convention Chair 8 National Scholarship Award Recipients 32-38 Welcome from the Western Region 9 Career Expo & Floor Plan 40-41 2019 Corporate Partners 10–11 NABA Awards Experience & The Gold Gala 42-43 Red Carpet Experience 14 CPE Technical Sessions 45-49 National Board of Directors 15 Onboarding by NABA Student Program 51-53 Lifetime Members & NABA History 16-17 2019 National Awards 18-19 HIGHLIGHTED EVENTS & HAPPENINGS THURSDAY, JUNE 20 FRIDAY, JUNE 21 SATURDAY, JUNE 22 Women of NABA Network 50th Anniversary Awards Experience: Programs: Management and C-Suite Plenary Fifty, Forward, and Forever Executive Tracks 9:30am–10:45am 6:30pm–8:30pm 12:45pm–2:40pm Celebration of Scholars Awards Experience Soirée: Kick-off Plenary Luncheon The Gold Gala 10:30am–11:45am 11:00am–1:00pm 8:30pm–11:00pm Opening General Session Career Expo 3:00pm–5:00pm 1:30pm–6:30pm Corporate Hospitality Suites 5:00pm–7:00pm Opening Reception: Brooklyn Bowl 8:00pm–11:00pm
2019 NABA NATIONAL CONVENTION & EXPO WEDNESDAY, JUNE 19, 2019 TIME EVENT 7:30am–6:00pm Registration/Volunteer Check-in 8:30am–4:00pm Entrepreneur Track 8:30am–5:00pm CPA Examination Review: Day 1 8:30am–5:00pm Leadership Development Institute (Advancing Leaders Track) Day-1 8:30am–5:00pm Leadership Development Institute (Executive Leaders Track) Day-1 8:45am–11:45am Chapter Leaders Training 12:00pm–1:15pm Leadership Development Institute & Leadership Luncheon (LDI Participants) 4:00pm–6:30pm Town Hall and Meeting of the Board of Directors 6:30pm–7:30pm Leadership Development Institutes Reception (LDI Participants Only) THURSDAY, JUNE 20, 2019 TIME EVENT 7:15am–2:40pm Onboarding by NABA Student Program 8:00am–6:00pm Registration/Volunteer Check-in 8:00am–5:30pm Cyber Café 8:00am–8:50am CPE Technical Sessions 8:30am–11:50am Leadership Development Institute (Advancing Leaders Track) Day-2 8:30am–11:50am Leadership Development Institute (Executive Leaders Track) Day-2 8:30am–3:00pm CPA Examination Review: Day 2 9:00am–10:15am CPE Technical Sessions 10:30am–11:45am Kick-Off Plenary: “What Are You Worth and What Is Your Legacy?” 12:00pm–1:15pm Leadership Development Institute Luncheon (LDI Participants Only) 12:45pm–2:40pm Women of NABA Network (WONN) Executive Session Women of NABA Network (WONN) Management Session 12:45pm–2:40pm CPE Technical Sessions 12:45pm–1:35pm CPE Technical Sessions 1:50pm–2:40pm Opening General Session and Keynote Address: Leadership Without Limit 3:00pm–5:00pm Corporate Hospitality Suites 5:00pm–7:00pm Opening Reception: Brooklyn Bowl 8:00pm–11:00pm 2 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO FRIDAY, JUNE 21, 2019 TIME EVENT 8:00am–3:00pm Registration/Volunteer Check-in 8:00am–5:30pm Cyber Café 8:00am–9:15am CPE Technical Sessions 8:30am–1:00pm CPA Examination Review: Day 3 9:15am–10:45am Onboarding by NABA Student Program Sessions 9:30am–10:45am 50th Anniversary C-Suite Plenary: State of Diversity in Accounting & Finance 11:00am–1:00pm Celebration of Scholars Luncheon 1:15pm–1:30pm Expo Hall Ribbon Cutting 1:30pm–6:30pm Career EXPO 10:30pm TAO Nightclub Membership Appreciation Social SATURDAY, JUNE 22, 2019 TIME EVENT 8:00am–12:00pm Registration/Volunteer Check-in 8:30am–1:00pm CPA Examination Review: Day 4 9:00am–10:40am CPE Technical Sessions 11:00am–12:00pm Insight Spotlight Plenary 12:00pm–2:00pm Women of NABA Network (WONN) Luncheon (Invite Only) 1:00pm–3:00pm Men of NABA Network (MONN): Speak Easy (Invite Only) 5:00pm–6:00pm VIP Reception and Lifetime Member Pinning Ceremony (Invite Only) 5:30pm–6:30pm Red Carpet Experience 6:00pm–6:30pm Seating for the Awards Experience 6:30pm–8:30pm The Awards Experience: Fifty, Forward, and Forever 8:30pm–11:00pm The Awards Experience Soirée: The Gold Gala By Invitation Only NABA Student Only Event Additional Registration Costs ONE VOICE. ONE NABA. 3
2019 NABA NATIONAL CONVENTION & EXPO Registration Information Name Badges & Information Assistance Full convention registrations include admission to general Convention activities, CPE technical sessions, program meal Attendees will receive name badges that will control and functions, and other scheduled activities for a single fee. monitor access to sessions and all special events. Wear your The Leadership Development Institute (LDI) tracks and other name badge at all times as it is required for admission into all designated events carry additional charges. Payment for an add-on Convention activities. Badges and tickets are required for event is due upon registration. NABA accepts payment by money all events. For safety reasons, please remove your name badge order or credit card. No personal checks will be accepted. whenever leaving the Cosmopolitan Hotel property. A reminder that you must be 21 years of age or older to be served Host Hotel Services & Amenities alcohol beverages. Bring Your Photo ID! Identification will be required to establish proof of age at certain events. The Cosmopolitan offers a full service spa, casino, Marquee Nightclub, fitness center, and pool. There are over 10 restaurants Information Assistance on the property and Starbucks®. A NABA information booth will be in the registration area Additional amenities:* and the EXPO hall. Staff and host committee members can • High-speed internet access (in-room and public areas) answer questions about Convention activities. The hotel • Unlimited local and domestic long distance calls concierge staff can assist you with information about area • Complimentary access to the Marquee Nightclub attractions and restaurants. Additionally, our Mobile App puts • 24 hour Fitness Center access the agenda at your fingertips. We encourage you to down- load the Mobile App to manage your schedule and to receive *For guests staying at the Cosmopolitan only. late-breaking Convention updates. Meals Event Tickets* Meals will be provided for many official NABA functions including The costs for additional tickets and/or participation are the Opening Reception, Celebration of Scholars Luncheon, and as follows: the Awards Soirée. Other ticketed, invitation only, and corporate- sponsored events may have meals. Attendees are responsible • Opening Reception (Brooklyn Bowl) $199 for all other meals. • Awards Experience & Soirée $199 CPE Credits *Tickets may be purchased on-site. NABA, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, or call (615) 880-4200. Visit www. nasba.org for more information. 4 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO TTHHIIRRDD LLEEVVEELL THE CHELSEA ELEVATORS ELEVATORS LAS VEGAS BLVD SOUTH W M M ELEVATORS W ESCALATOR W M ELEVATORS Sessions Expo Hall RESTAURANT Students DISTRICT HARMON AVENUE ELEVATORS ELEVATORS PRAGA PRAGA COMMONS BRERA BRERA COMMONS CASTELLANA CASTELLANA COMMONS GRÀCIA COMMONS FOURTH LEVELGRÀCIA THE CHELSEA ELEVATORS LAS VEGAS BLVD SOUTH 406 ELEVATORS 4321 ELEVATOR M ELEVATORS NABA Awards POOL DECK W ESCALATOR Experience ELEVATORS W Registration M ELEVATORS Students HARMON AVENUE ONE VOICE. ONE NABA. 5
Welcome to Las Vegas, Nevada! I am honored and delighted to welcome you to our 48th Annual NABA National Convention & Diversity Expo, “INSIGHT”, as we celebrate the 50th Anniversary of the National Association of Black Accountants, Inc. Fifty years is a major milestone in any measurement. For us, it is a time to reflect, appreciate, and celebrate. It is also a golden opportunity for innovation and leadership to pioneer new paths and collaborate on new relationships. NABA is positioned to influence and drive change globally. In 1969, NABA was created to address the unique concerns of black people entering the accounting profession and to make a commitment to professional and academic excellence. In many ways the “first 50” NABA story reflects the evolution of the accounting and finance profession. We have matured yet continue to transform. Today, our suite of solutions is increasingly fine-tuned to address priorities such as diversity and inclusion, professional preparedness for our students, innovative development sessions to advance professional members and build future leaders to carry the torch. Our pliability and constant evolution are a clear signal that the next 50 years will be as dynamic as the first. NABA helped desegregate accounting firms and open doors of opportunity that had historically been closed for black accountants. Our next 50 years will forge new partnerships, deploy new strategies, and integrate new tools to ensure that the voices and concerns of black accountants are heard and making a difference. 2019 has been a strong year of performance across NABA - including students, professionals, our ever-growing Lifetime Membership class, and expansive corporate & academic partnerships. We remain focused and committed to our NABA value proposition. The next 50 years starts now - it is your inheritance! Have a productive and successful national convention. Walter J. Smith, CPA President and CEO NABA, Inc. “50 Years. One Voice. One NABA”
NABA family, I want to welcome you to the 2019 NABA National Convention & Expo! This year as we celebrate NABA’s 50th Anniversary, we promise that our convention will be one of the highlights of your year! Our goal is to celebrate our rich history and collective accomplishments as we position NABA for another 50 years of “Lifting As We Climb”. Our success embodies the dedication and support received from every founder, leader, member, and partner that has invested and embraced NABA for the last 50 years. We say thank you for making NABA a part of your world. This year’s convention theme, “Insights”, exemplifies our National Planning Committee’s vision to create an experience that provides an abundance of opportunities to interact with colleagues from across the country, share and gain information about the latest trends and innovations in the profession, and network with top executives from many of the top organizations in the profession. We have incorporated sessions that will challenge your perceptions and expose you to new theories and ways of thinking. Of course, we cannot celebrate 50 Years of NABA without celebrating and supporting our next generation of leaders. We are excited to award the largest amount of student scholarships and expect a robust number of student leaders to experience this year’s Convention. You will have the opportunity to meet and mentor the future leaders of our profession. I am humbled to serve this great Association and I look forward to connecting with you at this year’s convention. I want to thank our leaders, members, and corporate partners for helping us achieve this milestone and I look forward to the continued contributions of all. Enjoy your time in Las Vegas and I am confident that the 2019 NABA Convention will be an illuminating experience for all. I challenge you to be prepared to inspire and be inspired! Thank you again for your commitment and for celebrating with us! In service, Steven L. Harris, CPA, CGMA NABA Chairman of the Board
Over the past 50 years we have seen phenomenal developments and milestones: • FIRST MANNED MOON LANDING, July 1968: marked the beginning of the U.S. putting a man on the moon • SESAME STREET, November 1969: one of television’s most iconic programs aired • THE INTERNET, April 1969: the World Wide Web’s official birthdate • AUTOMATIC TELLER MACHINE, September 1969: the country’s first ATM started shelling out cash in Rockville Center, New York • CRACKER BARREL, September 1969:opening of the first Cracker Barrel Old Country Store in Lebanon, Tennessee, now with more than 650 locations across 45 states These staples have been around for 50 years…. and now…It’s NABA’s Time! This year we have the privilege of celebrating 50 Years of NABA. Our association started as a grassroots movement in 1969 and has evolved into a world class organization represented across 33 states, by 50 professional chapters, 146 student chapters, with an outreach to more than 200,000 constituents. On behalf of the Convention Committee it is my pleasure to welcome you to the 2019 National Convention & Expo at The Cosmopolitan of Las Vegas to join us in celebrating 50 years of NABA’s greatness and to plot our course for the next 50. Our convention theme “Insight” is focused on being inspirational, persuasive, and challenging our perceptions and assumptions to ensure we continue to LIFT ourselves and to LIFT others. This convention is the catalyst for continuing our “One Voice, One NABA” journey and celebrating 2019 and beyond. Las Vegas is the first phase of a multi-year celebration. The 2019 convention offers something for everyone. From the multiple plenary sessions addressing such topics as your worth, your legacy, and diversity in accounting and finance to the inaugural student conference designed to prepare our students for success we have everything you need. Your official convention experience begins with the Opening General Session spotlighting our keynote speaker Amy Hood, CFO, Microsoft followed by the Opening Reception at Brooklyn Bowl. Throughout the week we will celebrate our students, our members, our sponsors, and most importantly our founders. Our celebration will conclude with an amazing Awards Experience and Soiree on Saturday and our community service outreach initiatives. The NABA convention is a great opportunity to forge new relationships and renew existing affiliations. Thank you for attending and for being a part of NABA’s 50th anniversary. Enjoy the convention and Las Vegas. Be Intentional. Build your network. Build your brand and be INSIGHTFUL! Earl G. Fagan, Jr., CPA, CFF NABA Board Vice Chair and Convention Committee
Greetings NABA Family and Friends! It is both an honor and a privilege to welcome you to the “NABA Family Reunion” held in our very own Western Region in iconic Las Vegas. Who would have thought that a dream conceived by nine visionaries in 1969, an era marked by civil unrest and social injustices with limited opportunities for people of color, would blossom into THE premier accounting association for Black accountants. It is more than fitting, then, that we celebrate 50 years of ONE VOICE, ONE NABA in the city that most describe as the paradise for opportunity. Over the past several months, we have been busy working hard to ensure that you have an amazing experience at this year’s Convention. From opportunities for continuing education….to leadership development….to networking…..to giving back, we have worked tirelessly with our national headquarters and convention planning team to put together a stellar program of activities. And while we know that we will keep you busy with a full agenda during the day, we hope that you will also get to enjoy the best of what Vegas and its nightlife has to offer – from the fountains of the Bellagio, to the amazing views of the Strip aboard the High Roller, to the fantastic Cirque du Soleil and other shows, to the always entertaining Fremont Street, to the immense Hoover Dam, to helicopter rides over the Grand Canyon, to the twist and turns of rollercoasters at New York New York, to gondola rides at the Venetian, to the trendy cocktails at the famous Chandelier Bar at our host hotel, The Cosmopolitan. Las Vegas, as the Entertainment Capital of the World, has something for everyone. And as they say – what happens here….stays here! It is very appropriate that our theme for this year’s Convention is “Insight” because we hope that you enjoy your time here this week and leave Las Vegas with a deeper appreciation for NABA and a renewed sense of purpose, OUR purpose collectively, as we continue “Lifting As We Climb” for another 50 years and beyond. Sheila Taylor-Clark, CPA Erick O. Bell, CPA Nora O’Garro 2019 Local Convention Co-Chair 2019 Local Convention Co-Chair Western Regional President
2019 NABA NATIONAL CONVENTION & EXPO THANK YOU TO OUR 2019 CORPORATE PARTNERS LEAD SPONSOR PACESETTER DIAMOND TITANIUM PLATINUM 10 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO THANK YOU TO OUR 2019 CORPORATE PARTNERS GOLD SILVER BRONZE COPPER (Academia/Government/Non-Profit) CORPORATE CONTRIBUTORS ® ONE VOICE. ONE NABA. 11
2019 NABA NATIONAL CONVENTION & EXPO 2019 NABA NATIONAL CONVENTION & EXPO MOBILE APP Enhance your convention experience with all the important information and features you need. Download the mobile app now! Search: NABA Convention or scan the QR code n View the convention schedule Go Interactive... n Access venue maps n Link to the Attendee Service Center n Make your profile public and n Stay in the know with the latest notifications interact with other attendees n Access full database of speakers n Navigate the Career Expo n Bookmark and create your own schedule of key events and sessions n Send convention specific Tweets n Volunteer at the convention 12 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO THE 2019 NABA NATIONAL CONVENTION AND EXPO WOULD NOT BE POSSIBLE WITHOUT THE TIRELESS EFFORTS OF OUR 2019 VENDORS AND STAFF We thank you for all that you do! Hargrove Paradigm Production NABA Staff Will Alvey Group Walter J. Smith, CPA Vanessa Schley Brian Lewis Olivia Weber Rob Merrick President & CEO Jorge Mijares Carlos Sandoval Maggie Hermanson Richard Bailey Lauren Yost, SPHR Kerry Abbott The Brown Wynn Chief Operating Officer Agency Parker Conference Toni Brown Management, Inc. Kim R. Wilson, MBA Tina Wynn Brian Parker, CMP Keyona Donaldson Sharmagne Taylor, CMP Chief Programs Officer Roberta Bordeaux Rodney Rackley, CMP Eugenia Vance, CMP Shon McGhee The Staff at Debra Collins, CMP The Cosmopolitan Controller Hotel Las Vegas eShow Robyn Pearson Lauren Burke Silva Photography Samantha Neuhring Nancy Brown, 1060FOTO Katlyn Lynch Vice President, Business Development Khurram Dharani Shoreline Graphics Brandee Maier Shaun Lane Patrice Guadagni Patrick Mavros Design NABA Consultants Director, Communications Felicia Santana CoyPlus Marketing Heather Murphy-Walker Loleta Holmes Agency Cedric Mobley Jenelle Coy Starr Purdue Director, Program Development Lori Burke Brandi Williams Manager, Chapter Relations Lynette Perry Manager, Membership Operations Darell Scott, MBA Manager, Communications Octavia Bizzell Member Services Coordinator Crystal Briscoe Executive Services Administrator ONE VOICE. ONE NABA. 13
NABA IS PROUD TO RECOGNIZE OUR 2019 HONOREES: NABA Founders 2019 Scholarship Recipients Lifetime Members Current Board Members 2019 Award Recipients Congratulations to all the award recipients 14 ONE VOICE. ONE NABA.
Red Car et 2019 NABA NATIONAL CONVENTION & EXPO 2019 NABA NATIONAL BOARD OF DIRECTORS Chairman of the Board Vice Chairman of the Board Treasurer Secretary Steven L. Harris Earl G. Fagan, Jr. Daniel E. Worrell Ryan J. Galloway CPA, CGMA CPA, CFF MPA, CFE, CRMA CPA, CGMA REGIONAL PRESIDENTS Central Region President Southern Region President Eastern Region President Western Region President ZeNai Brooks Eugene Hampton, II Rautz Marc Nora O’Garro CPA NATIONAL DIRECTORS National Director / Houston National Director / Indianapolis National Director / New York National Director / Charlotte Felicia Farrar Herschel Frierson Sherry-Ann Mohan Tysheba Morgan CPA, CFE MBA, CPA CPA, CIA National Director / Philadelphia National Director / Atlanta Jesse Rhodes, Jr. Uso Sayers MBA, CISA ONE VOICE. ONE NABA. 15
Red Car et2 019 NABA NATIONAL CONVENTION & EXPO We are pleased to recognize: Ms. Jamila A. Abston Ms. Paula A. Cropper Ms. She-lia Henry Mr. Daniel H. Moore Ms. Patricia A. Smalls Ms. Dwayna Adams Mr. Charles V. Daniel Ms. Yvonne Faye Herron Mr. Gairy R. Moore Mr. Graylin E. Smith Mr. Clifton Addison Mr. Maurice Danner Mr. Jeffery L. Hill Ms. Wanda H. Moore Mr. Isaac Smith, Jr. Mr. Enitan F. Adesanya Ms. Rosalind P. Danner Mr. Daniel B. Hobson Ms. Lebone C. Moses Mr. Keith A. Smith Ms. Amani S. Ahmed Mr. Charles E. Davis Ms. Pamela R. Hogans Mr. Dana M. Moss Sr. Ms. Margo D. Smith Mr. William Aiken, Sr. Mr. Frederick E. Davis Ms. Bavan M. Holloway Ms. Rosheila Motley Mr. Mark C. Smith Mr. Abdool S. Akhran Mr. Roger C. Davis Mr. V. Reginald Hopkins Mr. Fred S. Moultrie Mr. Walter J. Smith Mr. Ronnie R. Alexander Ms. Sandra A. Davis Mr. Paul Horace Ms. Grace A. Mullings Mr. William A. Smith Ms. Renee C. Allain-Stockton Mr. Shaun M. Davis Mr. Harvey E. Hoskins Mr. Avery A. Munnings Ms. Catherine Marietta Ms. Zuleyka Alleyne Ms. Tamieka J. Davis Ms. Lisa L. Howze Ms. Angela Murphy Smith-Spears Mr. Marvin Allmond Ms. Tanya I. Davis Ms. Willie Mae Hughey Mr. Yves N. Mutombo Ms. Janice T. Sparks Ms. Antoinette Amoureux Sekou Mrs. Chantel Elaine Day Mr. Albert R. Hunt Dr. Adam J. Myers III Mr. Thad Standley Mr. Adrian J. Anderson Ms. Samantha M. DeCambre Ms. Angel L. Ingram Mr. Edwin Neal Ms. Veda S. Stanley Mr. Anthony K. Anderson Ms. Shariah K. Dixon-Turner Ms. Dee-Ah C. Iris-Outerbridge Ms. Sydney N. Nelson Ms. Avril B. Stephens Mr. Lee G. Anderson Ms. Reve P. Doss Ms. Arlene Isaacs-Lowe Mr. Leslie A. Netter Mr. Cecil A. Sterrod Mr. Lloyd G. Anderson Mr. Marvin D. Dozier Mr. Clarence L. James, Jr. Mr. Benjamin D. Newhouse Mr. Lionel M. Stevens Mr. Roger G. Arrieux Jr. Mr. Kenneth Drummond Mr. Curtis E. James Ms. Adaeze C. Nwachuku Ms. Shamella A. Stewart Ms. Iris D. Atkinson-Kirkland Mrs. Angela K. Dunlap Mr. Vincent James Mrs. Nora R. O’Garro Mr. Dmitri L. Stockton Ms. Angela L. Avant Mr. Robert C. Dunlap Mr. Johnny Jefferson Mr. Chris O. Okafor Mr. C. Daniel Stubbs, Jr. Ms. Claire Babineaux-Fontenot Ms. Jonell Dunston Mr. Edwin M. Jenkins Mrs. Avril J. Okeke Ms. Ebony W. Stubbs Mr. Larry D. Bailey Ms. Betty DuVerger Mr. Norman K. Jenkins Mr. Joe Obi Okeke Mr. Lemar Swinney Mr. Alfred L. Ball Ms. Kathy-Ann Ave Edwards Mr. Gregory Johnson Dr. Florence N. Onochie Dr. Floran Syler Ms. Deidra M. Barksdale Ms. Cordelia Ekwueme Ms. Gwen B. Johnson Mr. Eugene Padgett Mr. James H. Talley Mr. R. Everett Bassie Ms. Candice F. Elliott Mr. J. Barry Johnson Ms. Dorothy T. Page-Proctor Mr. Jeff Tate Mr. Darrell Antoine Baxter Mr. Gregory Ellison Mr. J. Frank Johnson Mr. Frank C. Parker III Ms. Rolanda R. Tate Mr. Ralph B. Bazilio Ms. Kimberly Ellison-Taylor Mr. Michael L. Johnson Mr. Michael A. Parkins Mr. Micheal Taylor Mr. Ronald Benjamin Mr. Patrick G. English Ms. Patricia J. Johnson Ms. Keeca P. Parks Mr. Ronald E. Taylor Mr. Earl S. Biggett Ms. Andrante C. Etheridge Mr. Robert B. Johnson Mr. Harold S. Parnell Ms. Sheila P. Taylor-Clark Mr. Melvin D. Blake Ms. Charmain Eubanks-Thomas Mr. Mark S. Keener Mr. Greg Parris Mr. Allen S. Thomas Ms. Patricia A. Bolt Mr. Vernon D. Evans Mr. Anthony S. Kendall Ms. Kimberly Parris Mr. Francis N. Thomas Jr. Mrs. Monique Booker Mrs. Beverly L. Everson-Jones Ms. Catrese Kilgore Ms. Stephanie J. Parrish-Chester Mr. Ralph Albert Thomas Mr. Allen A. Boston Mr. Earl G. Fagan, Jr. Ms. Bridget M. Kinard Ms. Leslie D. Patterson Mrs. Valerie T. Thomas Mr. William E. Boswell Ms. Felicia C. Farrar Mr. Anthony G. King Mr. Shawn J. Paynemiller II Ms. Celia M. Thompkins Mr. Ken Bouyer Ms. Nicole A. Felix Mr. James Michael Kirkland Ms. Ramona H. H. Pearson Mr. Ronald Thompkins Ms. Adrian E. Bracy Mr. Cecil E. Flamer Ms. LaToya M. Lacey Mr. L. Matthew Perry Ms. Mary Thompson Ms. Gloria E. Bracy Mr. Erby L. Foster Ms. Marjorie R. LaRue Mr. Phillip Pierce Mr. Curtis L. Tomlin Ms. Monica Y. Brame Mr. Carlyle Fraser Ms. Brittani A Lee Mr. Tillman Pink Mr. Manuel Torres Ms. Latarsha Brazle Ms. Genevia Gee Fulbright Mr. Wayne E. Lee Ms. Pamela M. Pinkett Mr. Emmanuel A. Tuffuor Mr. James D. Brown Mr. Tony Fuller Ms. Shelley Lee Hing Mr. Mario L. Poole Sr. Mrs. Lucy Jacox Turnage Mr. Odell L. Brown Mr. Douglas T. Gaines Sr. Mr. James M. Lewis Dr. Jenice J. Prather-Kinsey Mr. Raymond Vicks, Jr. Mr. Tyrone Browne Mr. Ryan J. Galloway Ms. W. Delores Lewis Ms. Starr H. Purdue Mr. Adrian W. Vieira Ms. Linda M. Bryant Mr. Fred L. Gamble Ms. Wendy P. Lewis Mr. Okorie L. Ramsey Mr. Lamont J. Waddell Ms. Maxine N. Buckles Ms. Vernice L. Gamble Mr. Eddie L. Lightsey Ms. Moire L. Rasmussen Mr. Andre E. Wade Mr. Charles Burch, Jr. Mr. Yosief Ghirmai Ms. Leona H. Locke-Dotson Mrs. LaNita E. Ray Ms. Emma S. Walker Mr. William L. Byrd Mr. Bertram Gibson Mr. Clarence E. Lockett Mr. Jesse Rhodes Jr Mr. Ronald P. Walker Mr. Willie Edward Carrington Dr. Hubert D. Glover Mr. Joe N. Lowry Mr. Harry J. Richards Mr. George Wallace Mr. Charles D. Carter Ms. Robin H. Gordon Ms. Kim Jenkins Manigault Ms. Avis M. Riley Ms. Lydia M. Washington Dr. Deborah D.G Carter Mr. Norman M. Graves Mrs. Betty L. Maple Mr. J. Edward Robinson Mr. Chester N. Watson Ms. Patricia J. Carter Dr. John L. Green Mr. Phillip Mark Mr. Troy A. Robinson Mr. Timothy S. Watson Ms. Ruby Cato Ms. Verna A. Greer Dr. Lawrence T. Mathews Mr. Frank K. Ross Ms. Anne R. White Mr. Richard J. Caturano Mr. Derric A. Gregory Mr. Roderick L. Mayo Mr. Michael K. Ross Mr. Donald R. White Ms. Millicent Y. Chancellor Ms. Kim Griffin-Hunter Ms. Yolanda E. McBride Ms. Janine P. Rouson Ms. Gwendolyn A. Wiggins-Walcott Mr. Marvin R. Chiddick Mr. Austin B. Groom Mr. Milford W. McGuirt Ms. April L. Royster Ms. Maria D. Wiley Ms. Paula H. Cholmondeley Ms. Linda Guyden Mr. James C. McIntyre Ms. Michelle Lynne Royster Ms. Chrisalle M. Williams Ms. Sheila W. Clark Mr. Bennie L. Hadnott Mrs. Tina O. McIntyre Ms. Greta J. Russell Mr. Humphrey O’Neil Williams Ms. Brenda J. Coleman Ms. Ann-Marie Hammond Ms. Barbara A. McKinzie Ms. Deatrice D. Russell-Tyner Mr. James Thomas Williams Mr. Ronald J. Coleman Ms. Brenda C. Hammond Mr. Jimmy McMillian Mr. Ray Sanders Ms. L. Anne Williams Mr. William B. Coleman Mr. Thomas E. Hampton Mr. Richard McNamee Ms. Uso Natassa Sayers Mr. Roger A. Williams Mr. Malcomb D. Coley Ms. Donna Hankins Mr. Thomas W. McRae Ms. Patricia E. Scipio Mr. George S. Willie Mr. Paul H. Colin Mr. B. Aubrey Harrell Mr. Hassan Miah Ms. Carolyn Scott Dr. Veronda F. Willis Mr. Gregory Collins Mr. Calvin Harris Jr. Mr. George L. Miles Ms. Victoria L. Seay Mrs. Carol A. Wilson Ms. Charlotte Louise Comer Mr. Steven L. Harris Mr. Kevin L. Miller Mr. Johnny F. Session Mr. John F. Wilson Ms. Anita T. Conner Mr. David B. Harrison Mr. Mark Miller Mr. Dave A. Sewell Mr. Michael R. Winston Mr. Kenneth E. Cooke Mr. David E. Harrison Mr. Bert Mitchell Mr. Tadeo F. Silva Mr. Daniel E. Worrell Ms. Donna M. Cooper Ms. Tiffany D Harrison Mr. Judson Mitchell Mr. Brainard C. Simpson Ms. Ida E. Yarbrough Mr. Raymond A. Cooper Ms. Angela R. Haskell Ms. Sherry-Ann Mohan Mr. Carl P. Simpson Ms. Deborah A. Cowan Mr. Roland K. Hendricks Ms. Faye L. Mitchell Moore Ms. Gwendolyn D. Skillern 16 ONE VOICE. ONE NABA.
Red Car et 2019 NABA NATIONAL CONVENTION & EXPO In 1969, nine black professionals met in New York City NABA’S FOUNDERS to discuss the unique challenges and limited opportunities they faced in the accounting profession. In that year, there Ronald Benjamin, CPA were only 136 black Certified Public Accountants (CPAs) Earl Biggett, CPA out of a total of 100,000 in the United States of America. Donald Bristow* Kenneth Drummond This group sought to establish an organization that would Bertram Gibson address the concerns specific to individuals of color enter- Richard McNamee ing the profession, as well as be committed to professional Frank K. Ross, CPA and academic excellence. They were determined to make a George Wallace difference and have their voices heard. Michael Winston, CPA Through the efforts of NABA and other interested organiza- NABA’S PAST BOARD CHAIRS tions, there are more than 100,000 African-Americans par- ticipating in the fields of accounting and finance, and more 1969–1971 Frank K. Ross, CPA Founding Board Chair than 5,000 are CPAs. Today, NABA continues to create op- 1971–1973 William Aiken, CPA portunities to increase the pipeline of diverse professionals. 1973–1974 Theodore A. Wilson, CPA* 1974–1975 Fred S. Moultrie, CPA As such, NABA has established a wide range of programs 1975–1977 Thomas Barrow, CPA to specifically assist accounting and finance professionals 1977–1979 Marion Holmes, CPA* in achieving their career goals. Each program is a partner- 1979–1980 Carl P. Simpson, CPA ship with the individual member and the business/corpo- 1980–1982 Vernon Evans, CPA, CMA rate community to ensure that skills developed will assist 1982–1983 Phillip Pierce, CPA businesses in achieving their desired financial, operational 1983–1985 William Aiken, CPA and management results. NABA has a history of building 1985–1986 Ramona H. Pearson, CPA business leaders. 1986–1987 Clarence L. James, Jr., CPA 1987–1988 Ronald Leverett* From just nine founding members in 1969, the organiza- 1988–1990 Greta J. Russell, CPA tion currently boasts more than 180 professional and stu- 1990–1992 Ralph Albert Thomas, CPA dent chapters across the country which total nearly 7,000 1992–1994 Dr. Lawrence T. Mathews, CPA members and partners with like-minded organizations, na- 1994–1997 Angela L. Avant, CPA tionally, and globally. NABA represents the most diverse 1997–2000 Daniel H. Moore, CPA pool of accounting, finance, and business professionals in 2000–2002 Erby L. Foster, Jr., CPA the nation. Thirty percent of NABA, members are CPAs. 2002–2004 Kim Griffin-Hunter, CPA As entry-level staff, managers, consultants, C-Suite exec- 2004–2006 Norman Jenkins, CPA utives, and entrepreneurs, NABA members represent the 2006–2008 Gwendolyn D. Skillern, CPA driving force behind many corporate, governmental, and 2008–2010 Walter J. Smith, CPA educational institutions. 2010–2013 Calvin Harris, Jr., CPA 2013–2016 Kenneth E. Cooke, CPA *Deceased ONE VOICE. ONE NABA. 17
2019 NABA NATIONAL CONVENTION & EXPO FRANK ROSS NATIONAL RISING STAR AWARD OUTSTANDING MEMBER OF THE YEAR D. Jaynitsa Paul CPA Justin Butler MBA EARL S. BIGGETT NATIONAL ACHIEVEMENT NATIONAL ACHIEVEMENT IN EDUCATION AWARD IN INDUSTRY AWARD Dr. Stacy Crawford Zenniere Bowry-Thomas MBA, Ed. D CPA, CISA CFO OF THE YEAR RONALD BENJAMIN NATIONAL ACHIEVEMENT Kathy N. Waller IN PUBLIC ACCOUNTING CPA, CGMA Richard G. Larkins COMPANY OF THE YEAR CPA, JD EY COMMUNITY SERVICE AWARD Danette Davis MBA 18 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO CENTRAL REGION SOUTHERN REGION Chapter President of the Year Chapter President of the Year Aisha Watkins Stephanie Parrish-Chester CPA MBA, CPA Columbus Charlotte EASTERN REGION WESTERN REGION Chapter President of the Year Chapter President of the Year Tiana D. Wynn Tawana M. Nichols MBA, CPA San Francisco Baltimore CENTRAL REGION SOUTHERN REGION Outstanding Service Award Outstanding Service Award Chrisalle M. Williams Brittany R. Gilliard MBA, M.Ed. CPA, CISA, CIA Detroit Jacksonville EASTERN REGION WESTERN REGION Outstanding Service Award Outstanding Service Award Samantha N. Hawkins Okorie Ramsey CPA, MST CPA Metro DC San Francisco ONE VOICE. ONE NABA. 19
2019 NABA NATIONAL CONVENTION & EXPO DATES AND TIMES: Wednesday, June 19 Thursday, June 20 8:30–11:50am – Session 8:30–11:50am – Session 12:00–1:15pm – Luncheon 12:00–1:15pm – Luncheon 1:30–5:00pm – Session LDI RECEPTION Wednesday, June 19 / 6:30pm–7:30pm Executive Leadership Development Institute (ELDI) Sponsored by: Georgetown University Ella Washington Speaker: Ella Washington Professor of Practice, McDonough School of Business Professor of Practice, McDonough School of Business Dr. Ella Washington, Professor of Prac- tice at McDonough School of business, A high-energy experiential session, this very practical workshop is an organizational psychologist who engages senior executives in discussions about dealing with both finds inspiration through the intersection high-level, publicly visible set-backs and private personal chal- of business, diversity, and leadership. As lenges, and how to improve their resilience in the face of extreme a double certified International Coaching Federation and Gallup pressure. Based upon positive psychology, this session delves into certified strengths coach, her passion for coaching, facilitating, research-based ways to connect more effectively with colleagues, teaching, and public speaking is unmatched. She has worked one- subordinates, and other stakeholders, how to stay energized/motivat- on-one with leaders at the executive and mid-levels to develop ed, and how a uniquely focused executive mindset can most pro- and exercise their leadership skills to enhance their organizations. ductively navigate the inevitable roller-coaster ride of intense careers and demanding personal lives. Ella has global consulting experience in the human capital space which has allowed her to impact clients across a myriad of indus- Specific learning objectives include: tries including financial services, sports & entertainment, oil & gas, higher education, and government. Previously, Dr. Washing- 1. Gain self-awareness around your own resilience, adaptability, ton worked at Gallup as a Diversity and Inclusion subject matter and learn techniques for improving your own grit/resilience in expert where she provided insight to clients on issues of inclu- the face of stressful situations. sion, culture, strategic diversity, and engagement. Her research focuses on women in the workplace, barriers to inclusion for di- 2. Learn advanced relationship management skills--particularly verse groups, and working with organizations to build inclusive in how to productively help yourself and others in times of struggle. cultures. 3. Learn the importance of sincere effort with regard to talent Before joining Gallup, Ella worked with Ernst & Young and Fed- and skill development, and how grit/resilience counts twice eral Reserve Bank of Chicago. She has also served as adjunct toward productive outcomes. faculty for University of Maryland, University of Southern Cali- fornia, and American University Business schools. 4. Gain a very clear picture of true strengths and areas for development with regard to adaptability and flexibility, as Ella earned her PhD in organizational behavior from the Kellogg opposed to what others may tell you. School of Management at Northwestern University. She was a Phi Beta Kappa scholar at Spelman College where she graduated summa cum laude with a bachelors degree in Psychology. 20 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO Advancing Leaders Development Institute (ALDI) Sponsored by: Center for Accounting Education Daphne B. Latimore Howard University School of Business and Lee Hecht Harrison Executive Coach & Facilitator Lee Hecht Harrison, LLC Presenters and Daphne B. Latimore, Speakers: Executive Coach & Facilitator Daphne has over 25 years of strategic and Lee Hecht Harrison, LLC operational experience in both the private and public sectors. She has extensive ex- Frank Ross perience in coaching and consulting senior Director, Center for Accounting Ed. leaders across diverse lines of business Howard University School of Business within the Government Contracting indus- try. In addition to her progressive career, Daphne’s business acumen Jean Wells has been credited for successfully transforming and aligning do- Associate Professor, Howard University mestic and international HR organizations with corporate business imperatives. She specializes in establishing sustainable workforce Robert K. Young productivity programs through the development of leaders at all Partner, PwC Deals levels. Daphne is skilled in the facilitation of small groups focused on team building, conflict resolution, team coaching and workforce You see yourself eventually in the executive suite, but the office productivity. you sit in now is smaller than your ambition. You feel like you have put in the work, have gained the knowledge, made the connections, Daphne’s background also includes cultural transformation, talent and are ready for your career to spring forward. How do you get management and organizational effectiveness. Additionally, she is there from here? There is a path just for you. certified in many Leadership assessments to include D.i.S.C. Per- sonality Assessment, The Leadership Practices Inventory (LPI®), If you are ready to make that bold move from associate to manage- Myers-Briggs Type Indicator(MBTI®) , Firo-B®, Leadership Effec- ment to the executive suite, the Advancing Leaders Development tiveness Analysis™ and the PROFILEXT®. Institute will show you how to leverage your competence, toler- ance for risk-taking, and will to succeed to climb the career ladder. As a Certified Executive Coach, she received her comprehensive This institute combines the best aspects of the Aspiring Leaders training through the Center for Creative Leadership and certification Development Institute and the Management Leadership Develop- credentials from the Center for Executive Coaching. She is a certified ment Institute for a more focused, aggressive, and forward-leaning Senior Professional in Human Resources (SPHR - Human Resourc- program laser-focused on your ascension into senior leadership, es Certification Institute), Human Capital Strategist (HCS - Human whether you are promoted gradually or next year. Capital Institute) and SHRM-SCP (Society Human Resources Man- agement). We will explore questions such as: Daphne has a Masters degree in Public Administration from Troy – What am I doing right? How do I leverage my unique skills State University and a Bachelor of Science degree in Psychology to get noticed and add value to my role? from Bethune-Cookman University. She received her advanced leadership training and development through various corporate uni- – What am I doing wrong? I’m working harder than ever. How versity programs including Oxford University-Said Business School, do I make sure I am being fast-tracked for senior leadership? University of Michigan, and University of New Hampshire. – What skills and experience do I need to show senior leaders ONE VOICE. ONE NABA. 21 in order to get their attention? – and more!
2019 NABA NATIONAL CONVENTION & EXPO Frank K. Ross, CPA Public Administration and Information Services to be so hon- ored by the University. In 2004, the University of the District of Director, Center for Accounting Columbia also awarded Frank an Honorary Doctors of Humane Education, Howard University Letters. In 2014, Frank received the AICPA Gold Medal Award School of Business for Distinguished Service. This is the highest award given by the AICPA. Over the years, he has received numerous other awards Frank K. Ross is currently the Director of for service to his community and his commitment to helping the Howard University School of Busi- young professionals. In 2015, he was awarded the NYSSCPAs ness Center for Accounting Education Lifetime Achievement Award and their COAP Scholarship was and an accounting instructor teaching renamed the Frank K. Ross Scholarship. weekly courses in Auditing and Ethics for both undergraduate and graduate students Frank has also written a book about his life as an immigrant and successful certified public accountant (CPA) entitled, “Quiet In December, 2003, Frank retired from KPMG LLP after provid- Guys Can Do Great Things, Too: A Black Accountant’s Success ing over thirty-eight years of service. Prior to retiring, he was the Story”, which is now in its 2nd edition. All proceeds from the Mid-Atlantic Area Managing Partner for Audit and Risk Adviso- sale of the book are earmarked for scholarships for accounting ry Services and Managing Partner of the Washington DC office. students. He was also a member of KPMG’s Board of Directors and the Chairman of the Board of the KPMG Foundation. Until December 2018, Frank served as a member on the Board of Directors of Cohen & Steers Mutual Funds Group (Chair of Audit In 1968, Frank was one of the nine co-founders and the first Pres- Committee). He previously served on the Board of Directors of ident of the National Association of Black Accountants (NABA). the following publicly traded companies – PEPCO Holdings, Inc. (PHI, Inc.) and NCRIC Group, Inc. In addition, he has served on the Frank is a graduate of Long Island University where he earned a boards of numerous not-for-profit organizations and currently serves Bachelor’s of Science degree in Accounting and an MBA degree. on the board of the Howard University Chartered Middle School for He received the Distinguished Alumni Award from Long Island Mathematics and Science (Treasurer). University in 1998 and an Honorary Doctors of Humane Letters in 2001. He was the first graduate of their School of Business, 22 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO Jean Wells Robert K. Young Associate Professor, Partner, PwC Deals Howard University Rob has 20 years of experience with PwC Jean Wells, a licensed CPA and attorney, serving clients in the US, Middle East, is the Interim Department Chair and As- Europe and Africa. His career has been sociate Professor in the Howard Universi- focused on advising private equity funds ty School of Business Department of Ac- and private/public companies on complex counting where she teaches tax, business accounting and capital market transactions law, and accounting courses. Ms. Wells is such as mergers & acquisitions, divestitures the faculty advisor for selected student case competitions. She is (carve-outs & spin-offs), initial public offerings (IPOs), debt/equity also the supervising faculty coordinator for the Volunteer Income offerings, GAAP conversions and joint ventures. Tax Assistance program which prepares hundreds of income tax returns each year for the DC community. Before joining the fac- Rob began his career with PwC as an auditor in Philadelphia spe- ulty full-time at Howard University, Ms. Wells was a manager cializing in financial and internal controls audits for telecom, cable, in Deloitte’s Washington National Tax Policy Group where she software, biotech companies and venture capital funds. In 2005, covered legislative, judicial and administrative and tax develop- he joined PwC’s CMAAS practice in Dusseldorf, Germany where ments. he led accounting advisory services on a variety of transactions in- volving cross-border merger & acquisitions, divestitures and IFRS In 2007, Ms. Wells was the first Professor in Residence in KP- conversions for Foreign Private Issuers. Rob has also advised com- MG’s Washington National Tax Legislative and Regulatory panies on responding to SEC comment letters and has been involved Services Group where she conducted tax research and tracked on a number of buy-side financial due diligence projects for large legislative and regulatory tax developments during a six-month private equity funds. In 2007, he relocated to Zurich, Switzerland residency program. In 2016, Ms. Wells appeared on the television where he led US GAAP, IFRS and SEC accounting advisory services series Criminals at Work where she detailed how the largest Dis- on multinational corporations in a variety of different industries in- trict of Columbia government-related embezzlement occurred. cluding cable, automotive, pharmaceutical, energy, technology and Ms. Wells was featured in Black Enterprise magazine as a Tax retail apparel. In 2010, Rob repatriated back to the US to build Financial All-Star and has been quoted in tax articles appearing PwC’s capital markets practice in Philadelphia where he continues on blackenterprise.com. to serve as the practice Market Leader responsible for all operational, compliance, budgeting and financial reporting matters. Rob leads In 2013, Ms. Wells participated in the Faculty Development in this multi-million dollar practice advising companies on divestitures, Business (FDIB) Africa program sponsored by the Center for mergers & acquisitions, adoption of new accounting standards, SEC International Business Education and Research (CIBER) South regulations and other financial reporting matters. Carolina where she travelled to South Africa, Zimbabwe and Bo- tswana. Ms. Wells was exposed to the economic, political, cultur- Rob is a Certified Public Accountant in the state of Pennsylvania and al and business environments in the region. In 2017, Ms. Wells received his Bachelor of Arts in Economics and International Rela- participated in the Middle East Northern Africa CIBER program tions from Bucknell University. He completed his executive educa- where she travelled to Egypt and Rwanda. tion in accounting at the University of Texas in Austin and is a mem- ber of the American Institute of CPAs (AICPA). Rob is a member of Ms. Wells has also taught graduate level tax classes at the Univer- the National Association of Black Accountants (NABA) Philadelphia sity of Maryland University College and Bowie State University chapter and serves on the Finance & Audit Committee for the Girl and classes at Prince Georges Community College; and was a Scouts of America (Eastern Pennsylvania). He is also a board and Becker CPA instructor. finance committee member for the Urban League of Philadelphia. Ms. Wells has authored several articles, some of which have ap- peared in the Journal of Accountancy and The CPA Journal. Ms. Wells has revised book chapters for the Bloomberg BNA’s Tax Practice Series. Ms. Wells has held membership in the AICPA, MACPA, American Bar Association, American Tax Association, and American Association of Attorney-CPA and has served on committees in some of these organizations. Ms. Wells earned a Bachelor’s in Business Administration (B.B.A.) Accounting from Howard University and a Juris Doc- torate from George Washington University. ONE VOICE. ONE NABA. 23
2019 NABA NATIONAL CONVENTION & EXPO Are you ready to take the CPA Exam? Are you ready to take the CPA Exam? Becoming a CPA Wednesday, June 19 can open up unlimited possibilities for your career, but getting there takes preparation, focus and dedication. 8:30am–10:00am “CPA 101” — Overview of CPA Join Becker at the 2019 NABA National Convention to Examination & Strategies for Success help you through the entire process—from understanding the necessary educational requirements to passing the 10:15am–11:30am Crash Course to the CPA Exam. Becker CPA Exam Review is a global leader CPA Exam: Financial in quality professional education, empowering people to advance their careers. 12:45am–2:00pm Crash Course to the CPA Exam: Audit NABA Members 2:15pm–3:30pm Crash Course to the receive a discount on CPA Exam: Regulation CPA Exam Review materials! 3:45pm–5:00pm Crash Course to the CPA Exam: Business Learn more at the NABA Booth Thursday, June 20 Unable to attend a session? 8:30am–11:00am FAR Simulation Workshop Visit us at becker.com for more CPA Exam resources! 12:30pm–3:00pm AUD Simulation Workshop Friday, June 21 8:30am–11:00am REG Simulation Workshop 12:00pm–1:00pm Q &A Saturday, June 22 8:30am–11:00am BEC Simulation Workshop 12:00pm–1:00pm Q & A ONE VOICE. ONE NABA. 25
2019 NABA NATIONAL CONVENTION & EXPO DATE AND TIME: Thursday, June 20 12:45pm–2:40pm WONN EXECUTIVE SESSION For women with 15 or more years of professional experience and at least five years of senior management experience Slay In Your Lane: Naima Judge Achieving Career Success Through Innovation Managing Director & Market Investment Executive at U.S. Trust, Sponsored by: Bank of America Moderator: Calandra Jarrell Deanita McCall Panelists: Naima Judge VP, Audit Manager on the Retail, Deanita McCall Preferred, and Consumer JeNai Redwood Operations Corporate Audit Team Lori Reese JeNai Redwood This session is geared towards mid-to-senior level management professional women attending the conference. The discussions SVP, Human Resources Executive- will focus on how being innovative helped our panelists achieve Enterprise Manager Excellence HR career success at the Bank, and how they continue to be innovative and stay relevant in an ever-changing market and industry. Lori Reese Calandra Jarrell Managing Director, Global Liquidity Management Senior Vice President, Executive at Bank of America Global Diversity & Inclusion, Bank of America 26 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO WONN MANAGEMENT SESSION Le Nette Rutledge For women with up to 14 years of professional experience Assistant Vice President – Military Programs Manager, Get Your Head Out of Wells Fargo & Company Your... P.A.S.T.! Sheila Jacobs, CFP, CAP Sponsored by: SVP, Complex Manager, Facilitators: Le Nette Rutledge Wells Fargo Advisors Assistant Vice President – Military Programs Linda Collins Manager, Wells Fargo & Company Business Systems Consultant Sheila Jacobs, CFP, CAP Manager, Enterprise Technology SVP, Complex Manager, & Corp Finance Wells Fargo Advisors Linda Collins Business Systems Consultant Manager, Enterprise Technology & Corp Finance The past. How is it that it can be a source of inspiration and inse- curity at the same time? How is it that it both propels and pushes down? Moreover, why is it that some reflect with feelings of nos- talgia and others with nausea? In a word, it is perspective. One thing for sure, it is almost impossible to move forward while looking backward no matter how one views the past. In this reflective session, we will visit the past, present, and future –with an emphasis on how to position and purpose the P.A.S.T. (Pain, Achievement, Stories, and Time). We will engage in con- versation about how to value the past without becoming so en- trenched that your ability to maximize your leadership potential in and out of the workplace is stifled. We’ll examine how you handle your past and whether you think it adds or detracts from the value of your relationships, whether it’s work related, or your personal circle. Your future is calling! How you answer that call as a progressive leader starts with…getting your head out your…P.A.S.T. Come ready to apply the concepts and principles we’ll discuss to pos- itively impact the trajectory of your personal life and pursuit of your professional career aspirations. Read All Speakers’ MORE Bios on the App INFO OANPTHPE ONE VOICE. ONE NABA. 27
2019 NABA NATIONAL CONVENTION & EXPO Thursday, June 20, 2019 10:30am–11:45am Sponsor: The importance of 2019 for NABA cannot be overstated. It marks the 50th anniversary of the founding of a forward thinking organization and an enduring movement dedicated to bridging the opportunity gap for black professionals in the accounting, finance and related business professions. With unflagging commitment, NABA remains in the forefront of the battle for inclusivity and advancing our members and their careers by providing education, resources, and meaningful career connections to both professional and student members, fulfilling the principle of our motto: Lifting As We Climb. That commitment is built on a 50-years-strong foundation, and is poised to renew itself just as freshly as the passion that gave birth to NABA in 1969. Yet, fifty years after NABA’s founding and broad recognition of their collective value, do blacks in the field really know their individual value? To start the general programming for the 50th anniversary conference, we will talk about discovering your worth and how others can as well. Afterwards, a corporate partner representative will facilitate a discussion with the founders of the organization and other noted representatives about the past, current, and coming employment and entrepreneurship landscapes in accounting and finance, whether their founding vision to help blacks increase their worth in the field has come to fruition, how attendees should measure the value of their contributions in their respective professional and personal roles, and what they should demand in return. Thursday, June 20, 2019 3:00pm–5:00pm Sponsor: Leadership is central to NABA’s founding mission, and to NABA, leadership is an action word. It means not only motivating others to address current and evolving issues, it also means empowering members to create the knowledge by which the future will mold itself. Hear from Amy Wood, CFO-Microsoft about what it means to be on the leading edge of the accounting and finance industry— technologically, operationally, culturally, and interpersonally. KEYNOTER Amy Hood Executive VP and CFO, Microsoft As chief financial officer, Amy Hood is responsible for leading Microsoft’s worldwide finance organization, including acquisitions, treasury activities, tax planning, accounting and reporting, and internal audit and investor relations. Prior to this role, Hood was chief financial officer of Microsoft’s Business Division, responsible for the company’s productivity applications and services including Microsoft Office 365, Office, SharePoint, Exchange, Dynamics ERP and Dynamics CRM. During her time in the Business Division, Hood helped lead the transition to the company’s Office 365 service, and she was deeply involved in the strategy development and overall execution of the company’s successful acquisitions of Skype and Yammer.
2019 NABA NATIONAL CONVENTION & EXPO Friday, June 21, 2019 9:30am–10:45am Sponsors: NABA was founded fifty years ago with a very specific mission— to increase the ranks of blacks in the accounting and finance profession. To be sure, there are some very visible indicators that the mission has seen some fulfilment, but is it enough? Can the association now move on to other priorities, or is vigilance in promoting diversity needed now more than ever? GUEST SPEAKER Ed Gordon Emmy Award-Winning Broadcaster Hard hitting, inspiring, intelligent, honest, and direct: these are some of the words used to describe the style and approach of Emmy award winning broadcaster Ed Gordon. Known for his stellar interaction with newsmakers from the worlds of politics, entertainment, and sports. Gordon is also president of Ed Gordon Media, a multi-service production company. Recently, Gordon hosted and executive produced Ed Gordon, an hour-long quarterly news magazine on Bounce TV. The programs have featured; an emotional interview with The Mothers of the Movement, a group of women whose children had been killed by senseless violence, and a profile of controversial Congresswoman Maxine Waters. In 2017, Gordon’s fiery interview with White House staffer Omarosa Manigault-Newman at the National Assoication of Black Journalist convention made national headlines. He delivers, Right Now with Ed Gordon providing daily commentaries for radio sta- tions across the country, and he is the host of the nationally syndicated radio program, Weekend with Ed Gordon. Gordon hosted and executive produced the nationally syndicated one-on-one program, Conversations with Ed Gordon where over the years guests have included: Oprah Win- frey, Denzel Washington, Kevin Hart, and Janet Jackson among many others. He conducted one-on-one interviews with President Barack Obama during his histor- ic presidency. Gordon also anchored BET’s coverage of the important 2012 Presidential election, Obama’s second inauguration, Nelson Mandela’s funeral from South Africa, and the 50th Anniversary of the historic March on Washington. Gordon distinguished himself during two stints at BET. He’s had many roles at the network including host of BET Tonight, anchor of BET News, and creator of his signature one-on-one series, Conversation with Ed Gordon. The list of impressive positions Gordon has held includes: con- tributing correspondent for the CBS newsmagazine 60 Min- utes II and contributor for NBC’s Today Show and Dateline, NPR’s News and Notes with Ed Gordon, MSNBC anchor. Some of Mr. Gordon’s other notable works that have gar- 29 nered the admiration and respect of viewers and colleagues include: • The infamous O.J. Simpson interview • An exclusive interview with pop superstar Janet Jackson about her secret marriage and painful divorce • No holds barred, headline-making interview with embattled singer R. Kelly ONE VOICE. ONE NABA.
You’re invited MORE INFO AONPTHPE 2019 NABA NATIONAL CONVENTION & EXPO PRESENTS Corporate Hospitality Suites Start your evening off right and join us for two hours of networking and connecting with potential employers! Intimate setting for one-on-one interaction / Cocktails & Hors d’oeuvres Thursday, June 20, 2019 The Cosmopolitan of Las Vegas 5:00pm–7:00pm Check convention app for room locations Dress: Business Casual Sponsored by: BROOKLYN BOWL Join us! THE LINQ / 3545 LAS VEGAS BLVD SOUTH OPENING LAS VEGAS, NV 89109 R ECeption Sponsored by: AT BROOKLYN BOWL Featuring Doug E. Fresh THURSDAY, JUNE 20 8pm–11pm Transportation will be provided from The Cosmopolitan and ARIA. No large bags or backpacks will be permitted. Contributors:
FRIDAY, JUNE 21 11:00am–1:00pm NABA PRESENTS A Celebration of Scholars 2019 NATIONAL SCHOLARSHIP LUNCHEON Living Dreams: Celebrating 50 Years of Empowering Scholars GUEST SPEAKER Sam R. Johnson Vice Chair of Accounts, EY Sam Johnson is EY’s Vice Chair of Accounts. In this role, he leads EY’s growth strategy by engaging and motivating 71,000 people to drive top-line growth and propel the EY brand in the market. With more than 25 years of experience, Sam has served in various positions, successfully growing and transforming the business of EY. Most recently, Sam was Vice Chair and Southeast Region Managing Partner at EY, where he oversaw more than 5,000 professionals across six US states, the Caribbean and Puerto Rico. Under his leadership, the Southeast region led the Americas in growth for FY18. Sam is a member of the firm’s US Executive Board and the EY Americas Operating Executive. His innovation and keen business insights will continue the growth of the firm’s capabilities and support the global organization’s ambition of becoming the leading global professional services provider by 2020. From his tenure as EY Americas Risk Management and Internal Controls Services Leader, Sam has in-depth knowledge around risk management compliance and internal controls programs. He has also served as Accounts and Business Development Managing Partner, as well as Advisory Managing Partner for the EY Northeast Region. As an advocate for early childhood education, Sam pursues his passion by contributing time to several community boards and mentoring with Big Brothers Big Sisters. Sam and his wife, Stefanie, reside in Atlanta with their three children: Jordan, Justin and Jason. Sponsored by: ® ONE VOICE. ONE NABA. 31
2019 NABA NATIONAL CONVENTION & EXPO Mirabel Awoniyi SCHOLARSHIP RECIPIENTS Mirabel Awoniyi was raised in Nigeria and is a sophomore at Huston-Tillotson Univer- Bukola Adewuyi sity majoring in accounting. Awoniyi is a W.E.B Dubois Scholar, striving to maintain Bukola Adewuyi is a sophomore double her GPA. She is the president of her NABA majoring in accounting and information student chapter, president of Toastmas- technology at Lincoln University. She has ters, treasurer of Golden-Key Honor Soci- a cumulative GPA of 3.97 and a major GPA ety, and treasurer for the Pre-Alumni Coun- of 4.0 between her majors. Adewuyi’s ac- cil 2017/2018 academic session. She is an ademic achievements include joining the active member in the International Student Horace Mann Bond Honors Program at Association. Mirabel believes that signifi- Lincoln University, being part of the school’s cance is more important than success. concert choir, becoming a Pride Mentor at her school, and also becoming the treasur- Faith Ayoola er of the NABA student chapter. Faith Ayoola is a sophomore with a double Onyekachi Amaefule major in accounting and finance and a mi- nor in information technology at Lincoln Onyekachi Amaefule is a senior at Saint University. Ayoola currently has an overall John’s University studying accounting GPA of 3.94 and a 4.0 GPA within her ma- and serves as the Vice President of the jors. Faith is a recipient of Lincoln Univer- SJU NABA student chapter on campus. sity’s presidential and dean’s list award for Onyekachi is very passionate in learning her academic excellence. She also serves more about the different rotations in ac- as the parliamentarian for her NABA stu- counting and how to apply such knowl- dent chapter and a student ambassador for edge in the real world. With the upcom- NABA Eastern Region. ing summer as a returning launch intern at Ernst and Young, he looks forward to Shantasia Baker gaining such insights. Shantasia Baker is a senior majoring in fi- Shanella Ambrose nance at the University of Maryland East- ern Shore. She has an overall 3.5 GPA Shanella Ambrose is a junior at Grambling and a 3.7 GPA within her major. Baker State University pursuing a bachelor’s de- interned with M&T Realty Capital Cor- gree in accounting and computer information poration last summer. systems. Her drive for numbers encouraged her to become an accountant.Ambrose plans Ariel Brent to become a CPA and become fluent in Spanish, which she thinks will cultivate a Ariel Brent is a sophomore at the Univer- phenomenal individual. sity of Kentucky, with a double major in accounting and finance. She is an active Dzifa Amexo member on campus and her community. She is the treasurer of the NABA student Dzifa Amexo is a sophomore at Mercy Col- chapter on campus and currently works in lege in the business honors program major- the financial wellness office helping stu- ing in finance and data analytics. On cam- dents build their financial literacy skills. pus, she’s a maverick, as the President of She aspires to work for one of the Big Four Mercy NABA, a Residential Assistant, and accounting firms as an internal auditor. an active member of Rotaract and Wom- en’s Leadership Institute. Recently, Amexo completed an internship with Johnson & Johnson. Her mantra is: “The best things happen outside of your comfort zone,” shown when she hiked Mt. Marcy, the tall- est mountain in NY. 32 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO SCHOLARSHIP RECIPIENTS CONTINUED Malcolm Dade Brionna Bryant Malcolm Dade is a senior majoring in ac- counting at Emporia State University. Dade Born and raised in Detroit, Brionna Bry- is originally from Edmond, OK and plans ant is a rising senior at Eastern Michigan on graduating from Emporia State this May. University majoring in accounting with a After graduation, Malcolm plans on start- minor in leadership. Bryant is the 2018- ing the MBA program at Emporia State in 2019 President of the EMU chapter of the fall. He is involved in track & field and NABA. She plans on obtaining her mas- takes part in multiple organizations such as ter’s in accounting and completing the Associated Student Government and First CPA exam upon graduating. Brionna is Generation Organization. passionate about her academics, travel- ing, volunteering, and being a resource Jamal Devine to others to lift them as they climb! Jamal Devine is a Senior pursuing a degree Tevin Campbell in business administration and finance con- centration at Claflin University in Orange- Tevin Campbell is an undergraduate account- burg, SC. Devine has been accepted and ing major at Georgia Gwinnett College. will be attending the McCallum Graduate His academic performance has earned School of Business at Bentley University in him several Presidential and Dean’s List Boston, MA beginning in Fall 2019 for his awards over several semesters. He is a MBA. Jamal played baseball at Claflin Uni- founding member and SCREP officer of versity and is a member of Omega Psi Phi. NABA GGC student chapter. He is also a member of Sigma Beta Delta, Sigma Al- Rouguiatou Diallo pha Pi, GGC Accountancy Student Orga- nization, and AICPA. His volunteer ser- Rouguiatou Diallo is a senior majoring in vices include Junior Achievers Discovery accounting at Medgar Evers College. She Center, Emory Hospital Recreational In- is the Vice President of the school’s Guin- volvement, and peer-tutoring at GGC. ean Student Association, an active mem- ber of the Muslim Club Association, and Dineshia Coleman was the treasurer for the NABA student chapter for the 2017-2018 school year. Dineshia Coleman is a senior with a dual Her other achievements include receiving major in criminal justice and account- the NABA Eastern Region scholarship in ing. She was born and raised in Baton 2017 and the NABA National scholarship Rouge and is the youngest of three chil- in 2018. She plans to complete her CPA dren. Dineshia’s main goal is to attain her upon graduating. lifelong dream of becoming an attorney or an accountant. In 2014, she started Temera Duncan her professional career as an assistant auditor with the City of Baton Rouge, Temera Duncan is a junior majoring in ac- Finance-Revenue Division. Coleman de- counting, who aspires to become an auditor. sires to become a CPA. Originally from Jamaica, she is a student ambassador, student-athlete, member of the Paige Chatmon National Society of Collegiate Scholars and president of two student organizations on Paige Chatmon is a sophomore at Morgan campus. Temera is always willing to lend a State University, pursuing a bachelor’s de- helping hand in an effort to empower, uplift, gree in accounting with a minor in informa- and inspire others. She continues to follow tion science and systems. She is a scholar of her path to success while lifting others as the Clara I. Adams Honors College and an she climbs. honors scholar in the Earl G. Graves School of Business and Management. Chatmon is ONE VOICE. ONE NABA. 33 the Vice President of her NABA student chapter. After college she plans to sit for the CPA exam.
2019 NABA NATIONAL CONVENTION & EXPO SCHOLARSHIP RECIPIENTS CONTINUED Freud Hyacinthe Ramoya Grandison Freud Hyacinthe is a sophomore majoring in accounting major and has a double Ramoya Grandison is a student-athlete minor in sociology and business law at currently double majoring in computer the City University of New York, Baruch science & information systems and busi- College. His academic achievements in- ness administration, with a concentration clude serving as the Membership Chair of in accounting. Grandison wants to be a the NABA Baruch Chapter. He is also an forensic accountant. Among her achieve- Urban Male Leadership Academy schol- ments, Ramoya was elected as the Vice ar, PwC Rising Student of the Year, and a President for her NABA Student Chapter NABA NY Chapter scholarship winner. at Johnson C. Smith University. She has recently completed an internship with Ebeni Ingham Deloitte, where she served in the Risk and Financial Advisory and Audit and Ebeni Ingham is a rising senior account- Assurance practices. ing major at Tuskegee University in Tus- kegee, AL. In 2017, Ingham graduated Jakiyla Height from Monroe College with an associates degree in applied science in accounting. Jakiyla Height is an academic sophomore Upon receiving her bachelor’s degree in at Clark Atlanta University. While grow- 2020, Ebeni wishes to continue her stud- ing up, it was fairly easy for Height to ies in hopes of one day becoming a CPA. excel academically. To challenge himself, She is an honor roll student and current- he willingly became a part-time dual en- ly maintains a cumulative GPA of 3.67. rollment scholar at Clayton State Univer- Ebeni considers herself to be a goal-ori- sity during his senior year of high school. ented and self-motivated individual. During his childhood he had an affinity for numbers, math, and budgeting, which Jordyn Jackson sparked his interest in accounting. Connector, Influencer, Relator, and Hard- Nia Hill worker are words that describe Jordyn Jack- son. Jackson is a business accounting major A rising senior accounting major, with at Xavier University. Early college and high a concentration in information systems, school afforded Jackson the opportunity and a sociology minor at Howard Univer- to also earn an associate’s degree. Now as sity, Nia, originally from Chicago, is on a a junior, she plans to finish her bachelor’s mission is to become a servant leader who degree in two years and begin graduate will develop other leaders and impact the school. While working towards a master’s lives of many. She has done this by be- degree in accounting, Jordyn will prepare coming active at her University, where for the CPA exam in hopes of working for a she is a member of the School of Business competitive public accounting firm. Executive Leadership Honors Program and is the former President of her NABA Jael Kerandi student chapter. Jael Kerandi is the youngest of five chil- Tekia Horn dren. She was born in Kenya and raised in Minnesota. Jael attends the University Tekia Horn is from Birmingham, AL and of Minnesota at the Curtis L. School of a freshman at The University of Alabama Management and is majoring in finance with a major in accounting. Horn is a and marketing with a minor in business proud member of the NABA student chap- law and leadership. On campus, Jael is in- ter. She attended the 2018 NABA Southern volved in the Undergraduate Student Gov- Region Student Conference and enjoys ad- ernment, NABA, Women in Business, and vancing her leadership skills, community serves as a Carlson School Ambassador. service, and networking with fellow ac- countants to demonstrate NABA’s motto, “Lighting As We Climb.” 34 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO SCHOLARSHIP RECIPIENTS CONTINUED Kyra Mitchell Aaron Leonard Kyra Mitchell is a scholar and Michigan native. She is a junior at Eastern Michigan Aaron Leonard is a freshman accounting University, majoring in accounting. She major at Howard University. His decision is a member of her school’s Honor Col- to major in accounting was the direct the lege, Black Honors Student Organization, result of his participation in the Detroit NAACP, the Eastern Michigan student chap- Chapter’s Accounting Career Awareness ter of NABA, and Black Student Union. Program (ACAP). Leonard received the Mitchell currently works with the Housing graduating senior scholarship and secured and Residence Life office organizing events an internship with Deloitte all prior to for residence halls on campus. starting college. Aaron has a 3.6 GPA, is a member of several organizations, and Alyssa Morgan works as a junior residence hall assistant. Alyssa Morgan is a senior at Georgia Kameron Marshall Southern University majoring in account- ing with minors in information technology Kameron Marshall is a third-year student and information systems. Morgan plans on at the University of Cincinnati, majoring receiving her master’s in accounting and in accounting and finance. He current- her CPA license. Currently, Morgan’s goal ly serves as the president of the NABA is to intern with a public accounting firm, student chapter, ambassador and mentor continue being a servant leader in her com- for a diversity scholarship program, and munity, and graduate at the top of her class the treasurer and executive board mem- with honors. ber for two other organizations on cam- pus. Additionally, Kameron has interned Shantyl Neely with KPMG, for three consecutive years. He is also looking into different honorary Shantyl Neely is a graduating senior at fraternities on campus. Kennesaw State University and is from Liberty County, GA. Shantyl has been a MaQueba Massey member of NABA since spring 2018 will be returning to school in the fall of 2019 MaQueba Massey is a doctoral student in to complete the master of accountancy management accounting for the College program. of Business at Jackson State University. She received her bachelor of arts degree Arinze Nnaeto in accounting from Austin Peay State Uni- versity in 2014. Shortly after, she had the Education is of great importance to all, opportunity to work with two entrepre- especially to minorities. It plays vital role neurs as their accountant. This experience in transforming the perception of humans. taught her many valuable life lessons, and In order to highlight this point, Arinze she intends to share what she has learned Nnaeto has engaged the youth in diverse to other students once she becomes a pro- ways, as a counselor and tutor. In the past, fessor, after earning her Ph.D. degree. he has volunteered as a facilitator for the United Nations in a program called Mil- Dijon Means lennium Development Goals. Currently he works as a graduate assistance under Dijon Means is a junior majoring in busi- the Provost of Texas Southern University. ness administration with a concentration in marketing. Throughout his time at the ONE VOICE. ONE NABA. 35 Winston-Salem State University, he has remained heavily involved in many orga- nizations such as, NABA, the Simon G. Atkin Scholars Society, the News Argus, campus life marketing committee, cam- pus activity board, and Kappa Alpha Psi. Means is also pursuing a career in the en- tertainment industry.
2019 NABA NATIONAL CONVENTION & EXPO SCHOLARSHIP RECIPIENTS CONTINUED Gabrielle Orion Grace Nolitse Gabrielle Orion wants to become a CPA so that she may support fair business Grace Nolitse is originally from Togo, in practices that promote honesty, transpar- West African. She is a sophomore ma- ency, and ultimately, economic growth on joring in accounting at Huston-Tillotson a global level. Orion aspires to attract a University with a 3.88 GPA and a W.E.B. more diverse class of young professionals DuBois Honors Scholar. Nolitse serves to Texas A&M University, the business as the current Vice-President of the HTU field, and accounting profession. NABA student chapter and Vice-Pres- ident of Education for Toastmasters In- Tchagniple Ouattara ternational. She enjoys helping the com- munity and is actively involved with the Tchagniple Ouattara is a senior majoring International Students Association on in accounting at the University of Alabama her campus. Her maxim is: “Everything at Birmingham, where she is the NABA made with determination always works.” student chapter president. Upon gradua- tion, she plans to pursue a master of sci- Ijeoma Nwankwo ence in accounting and start preparing for the CPA exam. Her most recent academ- Ijeoma Nwankwo is a dedicated, driven, ic accomplishment includes winning the and determined student servant leader at 2018 NABA National scholarship. Howard University. She works hard to suc- ceed both on and off campus, while creating Nailah Owens-Johnson on-campus events for other students. Ijeo- ma’s hard work has earned her membership Nailah Owens-Johnson is a junior at Indi- in the Freshman Leadership Academy and ana University, majoring in accounting and serves as the secretary in the School of business analytics. She spent the spring se- Business Freshman Student Council. Ijeo- mester studying abroad in Barcelona, Spain. ma currently studies accounting with a mi- She has had leadership roles in NABA, nor in political science and aspires to pursue Kelley Student Government, and her busi- a career in social entrepreneurship. ness fraternity, DSP. This summer Nailah will intern at PwC as a Capital Market and Ogochukwu Obiagwu Accounting Advisory intern in Chicago. Nailah would like to thank her family and Ogochukwu Obiagwu is a go-getting, friends for getting her to where she is today. entrepreneurial, future CPA whose life mission is to “lift as she climbs.” To edu- Thanya Pena cate, empower, and make an impact, she founded Secure That Bag, an initiative Thanya Pena is a junior at Herbert H. offering student development services on Lehman college majoring in accounting and off campus for those ready enhance and business administration. She will be their LinkedIn, resumes, and internship interning at Ernst & Young in the spring or scholarship applications. She is always of 2019 and BNY Mellon in the summer. excited to learn more, network, and en- Pena’s goal as the upcoming vice-presi- courage her peers to achieve. dent of Lehman NABA student chapter is to help students build the confidence to Gracelyn Ophar believe that they can succeed regardless of their race and background. Her long- Gracelyn Ophar is a goal oriented, asser- term goal is to become a CPA. tive, and determined international student originating from the nature isle of the Ca- ribbean, Dominica. She is currently attend- ing Grambling State University where she is pursuing her bachelor of science degree in accounting and with a minor in com- puter information systems and marketing. Ophar obtained her associate degree of arts and sciences in economics at the Dominica State College. Upon graduation, she plans on sitting for the CPA exam. 36 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO SCHOLARSHIP RECIPIENTS CONTINUED Daliso Talimi Abria S. Perry Daliso Talimi is a junior accounting and information technology double major and Abria S. Perry, originally from Boston, is finance minor at Lincoln University. He a rising junior at Clark Atlanta University has an overall GPA of 3.97 and a 4.00 and is working towards a degree in busi- GPA within his major. Talimi currently ness administration with a dual concentra- serves as Student Chapter President of tion in finance and international business. his NABA student chapter, member of Following graduation, Abria hopes to be- the African Students Association, and the gin a career is business consulting while National Society of Leadership and Suc- also creating various financial literacy pro- cess–Sigma Alpha Pi. After graduation, grams along was various other community Daliso plans to take the CPA exam and service based endeavors. earn experience in public accounting. Spencer Robertson Alisha Thomas Spencer Robertson is a junior at Western Alisha Thomas, a senior and secretary for Michigan University, majoring in account- the NABA student chapter at Grambling ing and finance. His career goals include State University, is majoring in comput- becoming a CPA and making an impact er information systems and accounting in his community by helping individuals with a minor in computer science. With of all income levels reach their financial a career goal of becoming a database ad- goals. In his spare time he enjoys playing ministrator, Alisha has maintained a cu- intramural basketball and giving back to mulative GPA of 3.93 in addition to being his community by volunteering in the Ka- very active in numerous campus organi- lamazoo, MI area. zations. This speaks volumes of her work ethic and her ability to manage her time Angel Stallings effectively. Angel Stallings is a junior at Central Mich- Ryston Watts igan University and is from Detroit. Her major is accounting with minors in infor- Ryston Watts attends Illinois State Univer- mation systems & finance. Stallings has sity. He is the Vice President of Operations interned with PwC since her freshmen year for his school’s American Marketing Asso- and will return this summer for year three. ciation Chapter as well as the SCREP Chair Angel is a co-founder of CMU’s NABA for his school’s NABA student chapter. He student chapter and currently serving her loves being involved on campus and im- second year as President. Stallings is an pacting his peers. aspiring CPA with a passion for pursuing purpose, encouraging others to discover Hailye Williams theirs, and leaving an impact. Hailye Williams is a junior at the Universi- Milton Straham III ty of Arkansas. She is enrolled in the Sam M. Walton College of Business pursuing a Milton Straham III resides in Flint, MI degree in bachelor of science in business and is a graduate student at University administration and a master of accountan- of Michigan-Flint (UM-Flint) pursuing cy. Additionally, Hailye is a member of the his master of business administration de- prestigious Sam M. Walton Honors col- gree with a concentration in accounting, lege. Within her college career she spends finance, and international business. He her time actively in organizations such as completed his master of accounting de- Cardinal Nights, Association for Informa- gree at Oakland University. Milton also tion Systems and NABA. completed his bachelors of businesses administration in accounting at UM-Flint, ONE VOICE. ONE NABA. 37 where he also completed his high school diploma in the Genesee Early College Program, housed on the college campus.
2019 NABA NATIONAL CONVENTION & EXPO SCHOLARSHIP RECIPIENTS CONTINUED Joshua Woods Jordon Williams Joshua Woods graduated in May 2019 from Howard University with a major in Jordon Williams is currently pursuing a accounting. He is a member of the NABA bachelor of accounting degree at Louisiana student chapter at Howard. Joshua par- State University where she has maintained ticipated in leader programs at Harvard a cumulative 4.0 GPA. She is a member of Business School and the University of the Roger Hadfield Ogden Honors College Southern California, Berkeley. He has and a student leader with First Year Expe- interned at Moody’s Investors Company, rience. Williams participated in Deloitte’s KPMG (Corporate), and KPMG (Audit). Audit Innovation Campus Challenge, in which her team won regionals and advanced to Nationals to compete in April 2019. After graduation, Jordon plans to become a CPA. SPECIAL THANKS TO THE 2019 SCHOLARSHIP SELECTION COMMITTEE Kelli Wright, Chair Detroit, MI Martrice Caldwell Teeyia Mercer Chicago, IL Austin, TX Lisa Fisher Tameka Ward Detroit, MI Detroit, MI 38 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO Thank You THE 2019 NABA SCHOLARSHIP PROGRAM IS MADE POSSIBLE BY SUPPORT FROM OUR CORPORATE PARTNERS AND INDIVIDUAL DONORS DONORS Alpha Kappa Alpha Sorority, Inc. Barry C. Winters Memorial Claudette Griffin Memorial Colin & Nora O’Garro Delta Sigma Theta Sorority, Inc. Division of Firms Academic Achievement Edwin & Una Jenkins Gwendolyn Skillern Justin & Desirae Butler Kappa Alpha Psi Fraternity, Inc. Kenneth E. & Leslie H. Cooke Les Netter Omega Psi Phi Fraternity, Inc. Ralph & Valerie Thomas TDC Thomas S. Watson, Jr. Memorial CORPORATE PARTNERS ONE VOICE. ONE NABA. 39
2019 NABA NATIONAL CONVENTION & EXPO CaErXePeOr + PROFESSIONAL Friday, June 21 ONGOING RESOURCES 1:30pm–6:30pm Thursday– MORE Saturday INFO OANPTHPE Cyber Café Your office on the go. LinkedIn Consultation Bar Create or refine your LinkedIn profile. Sponsored by: Charging Station Stay powered. Stay connected. Sponsored by: Alexa Pop Up Sponsored by: Visit all of our corporate partners and check out who’s NEW for 2019! 40 ONE VOICE. ONE NABA.
Refreshments 500 502 504 506 508 510 514 516 518 520 524 526 528 530 532 534 H.B. Becker Division Goldman Wellington Guidehouse SunTrust PNC TIAA Wiley Education of Firms Sachs Management Bank Publications H.B. Company LLP 427 425 401 FINRA Abbott The PhD Gleim NASBA Dartmouth Laboratories Project Publications College 403 405 407 409 415 419 429 431 433 435 H.B. 402 404 406 408 430 432 Clifton Refreshments Rockwell Cisco Nike PCAOB Larson Automation Allen Nationwide Walgreens 325 331 Turner Broadcasting H.B. 307 309 333 335 303 305 300 302 330 334 231 Refreshments H.B. Andersen Nestle Proctor Refreshments Tax & Gamble 215 H.B. H.B. 209 115 119 225 235 H.B. 203 200 202 204 208 230 234 Refreshments 131 ExxonMobil Target H.B. 125 H.B. 101 105 107 135 CAREER EXPO FLOOR PLAN
NABA PRESENTS Fifty F O R WA R D & FOREVER A FORMAL EVENING IN GOLD ATTIRE TO HONOR NABA ACHIEVERS SATURDAY, JUNE 22 • 6:30pm–8:30pm NABA’s 50th Anniversary is a cause for celebrating its endurance and impact in ensuring transparency and trust in corporate, nonprofit, and governmental organizations and in elevating the preparation and reputation of black professionals. MISTRESS OF CEREMONIES SHERRI SHEPHERD Whether on stage or screen, actress, comedienne, and best-selling author Sherri Shepherd’s magnetic personality and hilarious sense of humor never fails to delight audiences. Shepherd currently stars as Anne Flatch in the NBC sitcom “Trial and Error.” She also serves as a weekly host of “The Tom Joyner Morning Show.” No stranger to daytime TV, her role as co-host of “The View” during seasons 11-17 helped earn the seminal talk show its only Daytime Emmy for Outstanding Talk Show Host in 2009. She has been featured in a number of films, has had a successful run on Broadway and is the first African American woman to host a game show, serving as host of the highly rated “The Newlywed Game” for four seasons. She also co-executive produced and hosted the second season of “Match Made in Heaven,” the only dating show to ever feature an African American man. The critically acclaimed show tripled in ratings from the first season. As author of the New York Times bestseller “Plan D: How to Lose Weight and Beat Diabetes (Even If You Don’t Have It),” Shepherd shares her passion for maintaining good health. She also penned the humorous “Permission Slips: Every Woman’s Guide to Giving Herself a Break.” Shepherd deems motherhood as her greatest accomplishment. Well acquainted with the tragedy and triumph of raising a child with special needs, she has partnered with the YAI National Institute to raise awareness for children and adults with disabilities. Shepherd is the grateful mother of her 14-year old son, Jeffrey.
and the evening continues... The Gold Gala SATURDAY, JUNE 22 | 8:30pm – 11:00pm CELEBRATE NABA’S WITH FESTIVE FOOD, MUSIC, AND JOYFUL CELEBRATION Sponsored by:
• ,I' For more inforfnation, visit'. : .. www.nabainc.org/future-conventions
2019 NABA NATIONAL CONVENTION & EXPO NEW 2019 Offering MORE INFO OANPTHPE Wednesday, June 19 TRACK SPONSOR SESSION TIME SESSION TITLE Business Management J H T JH TALLEY, P.C. 8:30–9:30am How to Successfully Launch a & Organization Certiﬁed Public Accountant CPE Credits: 1 Sustainable Enterprise Business Management J H T JH TALLEY, P.C. & Organization Certiﬁed Public Accountant 11:00am– Turning an Innovative Idea Into a Business Management J H T JH TALLEY, P.C. 12:00pm Successful Business? Certiﬁed Public Accountant & Organization CPE Credits: 1 1:30–2:30pm Demystifying Raising Capital for Business Management J H T JH TALLEY, P.C. CPE Credits: 1 Small Businesses & Organization Certiﬁed Public Accountant 2:30–3:30pm Growing a Sustainable Public and Business Management J H T JH TALLEY, P.C. CPE Credits: 1 Accounting Consulting Firm Certiﬁed Public Accountant & Organization About the NABA Presenters: Entrepreneur Track Jeannine K. Brown As we kick off our celebration of NABA’s 50th Anniversary, Justin Butler we are excited to introduce this robust ENTREPRENEUR Ryan Galloway TRACK at NABA’s 48th annual convention. Anthony Kendall Odysseus (O.D.) Lanier Whether you’re just dipping your toe in the water, in the trenches of starting your own business, or a veteran of the Sponsors: game, this Entrepreneur Track offers tools that will help you launch and sustain your own business. Come prepared to gain and share valuable Insight with the next generation of entrepreneurs and innovators! J H T JH TALLEY, P.C. Certiﬁed Public Accountant ONE VOICE. ONE NABA. 45
2019 NABA NATIONAL CONVENTION & EXPO MORE INFO OANPTHPE SESSION TIME Thursday, June 20 TRACK SPONSOR 8:00–8:50am SESSION TITLE Personal CPE Credits: 1 The Importance of Looking the Part Development How Technology is Changing the IT & CFO Landscape Cybersecurity Lease Standard Update Accounting, Auditing, & Tax The United States Army: Accounting, Into the Audit-Verse Auditing, & Tax Career Rebranding in a Finance Digital Age Personal Auditing: The Art of Collaboration Development and Credible Challenge Accounting, Auditing, & Tax 9:00–10:15am How Technology is Tranforming IT & CPE Credits: 1.5 Accounting Cybersecurity Authenticity, Self-Awareness, Influence – Personal Igniting the Power of Your Voice to Elevate Your Career Development Growth vs. Fixed Mind Set – Personal Empowering You to Achieve Your Best Development Self at Every Stage of Your Life’s Journey Effective Communication – Personal IQ is What Got You Here, EQ is What Development Will Get You THERE Best Practices for Managing Risk Accounting, Associated with the IRS’ New Virtual Auditing, & Tax Currency Campaign Currency Conversations – Honest Personal Discussions to Guide & Support Your Development Wealth Building Journey 46 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO MORE INFO AONPTHPE Thursday, June 20 continued SESSION TIME SESSION TITLE TRACK SPONSOR KICK-OFF PLENARY: What Are You 10:30–11:45am Worth and What Is Your Legacy? Personal CPE Credits: 1.5 Development Boss Up: Insights Into Becoming the Personal 12:45–1:35pm Leader You’re Meant to Be Development CPE Credits: 1 IT & Cybersecurity How Technology is Changing the Audit Personal Development Leadership & Management Managing Your Career: An Exelon Perspective Winning New Business Women of NABA Network (WONN) Personal 12:45–2:40pm Management Session Development CPE Credits: 1 Women of NABA Network (WONN) Executive Session Personal Development 1:50–2:40pm Coaching/Feedback IT & CPE Credits: 1 Cybersecurity Data Analytics IT & Cybersecurity How Digital is Your Audit Personal Development Leading Through Change: Creating an Finance Agile Finance Function in a Global Ominchannel Business Opening General Session/ Personal 3:00–5:00pm Keynote: Leadership Without Limits Development CPE Credits: 2 ONE VOICE. ONE NABA. 47
2019 NABA NATIONAL CONVENTION & EXPO MORE INFO OANPTHPE Friday, June 21 SESSION TIME SESSION TITLE TRACK SPONSOR 8:00–9:15am How to Move from a Financial Expert to Leadership & a Partner and Strategist to the Business Management CPE Credits: 1.5 Get Ready for the Fast Future Personal Development Leverage Big Data & Data Analytics IT & to Make Better Decisions Cybersecurity Negotiation Skills & Bargaining for Women (and Young Professionals) Personal Development The Upside of Stress Personal Development IT & Advancement of AI in Finance Cybersecurity Critical Thinking for Accounting Personal and Finance Development 50TH ANNIVERSARY C-SUITE PLENARY Personal 9:30–10:45am State of Diversity in Accounting and Development CPE Credits: 1.5 Finance: Progress, Promise, or Pretense? CELEBRATION OF SCHOLARS LUNCHEON 11:00am– Living Dreams: Celebrating 50 Years of 1:00pm Empowering Scholars CPE Credits: None 48 ONE VOICE. ONE NABA.
2019 NABA NATIONAL CONVENTION & EXPO MORE INFO AONPTHPE Saturday, June 22 SESSION TIME SESSION TITLE TRACK SPONSOR 9:00–10:40am Using Healthy Workplace Conflict Leadership & to Create Innovation M ana gement CPE Credits: 2 The Finance & Accounting Leadership & Organization as Partner and Management Strategist to the Business Data Analytics & Business Intelligence: IT & What You Should Know Cybersecurity Communicating Complex Subjects Personal to Audiences That Don’t Care Development The Mindful Living and Personal Personal Empowerment Development 11:00–11:50am Insight Spotlight Plenary Personal CPE Credits: 1 De velo pment 12:00–12:50pm The Certified Management Accounting, CPE Credits: 1 Accountant (CMA) Designation – Audit, & Tax Your Ticket to a Successful Career in Management Accounting From Technical Expert to Financial Personal Leader: How to Manage & Broaden Development Your Career Office 365 – Software Applications IT & Lightning Round Review Cybersecurity ONE VOICE. ONE NABA. 49
Read the Text Version
insight NABA NATIONAL CONVENTION & EXPO #NABATurns50 | #NABAConvention