2016 NABA Convention - Full Sessions and Descriptions - As of 5-20-16 - Full Sessions

2016 NABA Convention CPE and Student Sessions*As of 5/20/16SESSIONS*Click on the Session Title for session description*We will continue to add new sessions to this listing. Check back for the latest in CPE offerings for the 2016NABA National Convention & Expo! = Denotes student sessions.Wednesday, June 22 Session Time Session Title Page9:00am - 10:15am10:30am - 12:10pm Game Changing: Mentors, Sponsors and Performance Feedback Tools for 4 a High Performer Career11:00am - 12:00pm12:50pm - 2:05pm State of the Profession 41:00pm - 3:30pm Revenue Recognition: Revenue from Contracts with Customers 42:20pm - 3:35pm Project Management - Delivering Results On Time and Within Budget 4 5 Performance, Productivity and Profit: Creating the Higher Energy Organization How Tax Impacts Investment & Business Decisions 5 Developing a Risk Strategy for Africa Now 5 Global Effective Communication 5 NABA Student Welcome and Orientation 6 Building Effective Audit Relationships 6 Fraud: Detection and Prevention 6 6 From Controller to CFO: How to Acquire the Skills Needed to Make the Leap Communicating for Results: Preparing for Your Next Opportunity 7 Organizational Coaching – Out from Behind Closed Doors 7 Maximizing Your Experience at the NABA Conference – Making the Most 7 of Every Moment Ethics: Why We Stray: A Different Look at Ethical Decision-Making 7 Lease Standard Update 8 Building a Powerful Network 8 Balancing Acts: WorkLife Productivity in a Digital World 8 The Art of Successful Negotiation 9 1

Thursday, June 23 Session Title Page Communication in the Workplace 10 Session Time Managing Data Governance and Risk 109:00am - 9:50am Critical Thinking Skills for Finance and Accounting Professional 10 General FASB Update - Private Company Focus 1010:00am - 11:00am I AM the Solution: Management and Collaboration in the Compliance 1110:05am - 11:20am Industry 1111:15am - 12:15pm Amp Up Your Interview Skills11:35am - 12:50pm 11 Key Financial and Economic Issues Facing the Financial Executive 11 Mental Conditioning Methods & Strategies for Executive Excellence 11 Latest in Leadership 12 Anatomy of a Breach 12 Auditing Standards Update 12 Books to Boardroom | Campus to Corporate 12 The Global Experience at EY 12 13 Good Governance & Smarter Decision Making 13 Best Practices for Better Budgeting and Planning 13 Social Media Influence on Decision Making and Time Management What is the Right Path to Prepare for Revenue Recognition and Leasing 13 Accounting Changes? Personal Brand 2

Friday, June 24 Session Title Page Making the Best of Bad Situations 14 Session Time Cloud Systems - How Do I Know My Data is Safe and Secure? 149:00am - 10:40am Emotional Intelligence & Teamwork & High Performing Teams 14 Blurred Lines? Internal Audit’s Role with Organizational Risks and Controls 149:30am - 10:30am Becoming and Staying Relevant 1510:45am - 11:45am 1510:55am - 11:45am Accelerate Your Career and Get Promoted 152:15pm - 3:55pm The Solo Cup Challenge: The Excellence of Teamwork and Nuances of 15 Leadership 152:30pm - 3:30pm4:10pm - 5:00pm The First 48 16 Dare to Be Prepared – Tap Into You 16 The Changing World of Data Management – Financial Services Industry 16 Perspective The Next Version of the CPA Exam Goes Live April 2017 17 Brave New World: Seismic Shifts in the International Tax Landscape and 17 Implications for US Based Multinationals 17 Healthy Workplace Conflict 18 Powerful Presentational Skills & Essence of Entrepreneurship 18 Excel 2013 Advanced Data Analysis Using PowerPivot 18 What Makes a Great Strategy! 19 Revenue Recognition of the Future 19 Estate Planning: Strategies For Business Owners 19 Know Thyself: How to Be More Self-Aware at Work The Psychology of Planning Big Data and Data Analytics - What They're All About 3

SESSION DESCRIPTIONSWednesday, June 22Session Title: Game Changing: Mentors, Sponsors and Performance Feedback Tools for a High Performer CareerSession Date: Wednesday, June 22Session Time: 9:00 am to 10:15 amPresented By: RSMSession Presenter (s): Charles Barley Jr.; Tracey Walker, Partner, Assurance Services, RSM US LLP;Level: BasicField of Study: Business Management & OperationsSession Description: This session allows participants to better understand how highest performers leverage performance feedback,mentors and sponsors to become marked as a protégé. It will offer tips to becoming a protégé and define the roles of a sponsor andmentors in supporting one’s advancement in a firm.Session Title: State of the ProfessionSession Date: Wednesday, June 22Session Time: 9:00 am to 10:15 amPresented By: National Association of Black Accountants, Inc. (NABA)Session Presenter (s): Jina Etienne, CPA, CGMA, President and CEO, National Association of Black Accountants, Inc. (NABA)Level: BasicField of Study: Accounting and AuditSession Description: The accounting profession is constantly changing -- pricing models, service lines, client demands, salesstrategies, human resource needs -- you name it and it keeps changing! CPAs must understand what is happening in their professionso they can keep up or, better yet, stay one step ahead to win! Jina Etienne, NABA’s President & CEO, will review key changes in theprofession over the last year and explore issues that are trending now. and close with some thoughts on what you can do to AccelerateYour Growth and Advancement.Session Title: Revenue Recognition: Revenue from Contracts with CustomersFacilitator: BLISession Date: Wednesday, June 22Session Time: 10:30 am - 12:10 pmSession Presenter (s): Jennifer Elder, CPA, CMA, CIA, CFF, CGMALevel: UpdateField of Study: AccountingSession Description: The new accounting standard for revenue recognition has finally been released! With the issuance of FASB ASUNo. 2014-09, Revenue from Contracts with Customers, FASB has completed a convergence project with the IASB to improve financialreporting by creating common revenue recognition guidance for U.S. GAAP and IFRS.For years, revenue recognition has been the cause of audit failures and the focus of corporate abuse and fraud allegations. Thissession will give you an understanding of the framework for revenue recognition built around the core principle that is applied in a fivestep process. In addition, understanding the changes and new requirements is critical for successful implementation of this newstandard.Session Title: Project Management - Delivering Results On Time and Within BudgetFacilitator: BLISession Date: Wednesday, June 22Session Time: 10:30 am - 12:10 pmSession Presenter (s): Alan Patterson, Ph.D.Level: OverviewField of Study: Management Advisory ServicesSession Description: Imagine the impact on overall organizational performance if the number of projects completed on time, on targetand on budget increased by 30 percent! What would that mean to your organization, your employees and your customers? Learn real-world solutions to increase project efficiency, significantly reduce misunderstandings and gain greater confidence handling problems asthey arise during the life of the project. 4

Session Title: Performance, Productivity and Profit: Creating the Higher Energy OrganizationFacilitator: BLISession Date: Wednesday, June 22Session Time: 10:30 am - 12:10 pmSession Presenter (s): Greg ConderacciLevel: BasicField of Study: Personal DevelopmentSession Description: Time management is sooo 20th century. You can’t get any more hours in the day – but you can get more energyfor yourself – and infuse your organization with it. These days, it’s personal energy management that makes the difference inperformance, productivity and profit. Athletes, entertainers, astronauts, trial attorneys and the military train constantly to be physicallyand mentally ready to perform as a peak energy team over short periods of time – a game, a show, a flight, a trial or an engagement.Yet in business, professionals attempt to perform at high levels over many weeks and months, often without much of a break. As aresult, they experience performance-sapping low morale, burnout and turnover. This session will show you how to change your outlookand approach by tapping secrets and strategies from sports, science, psychology, literature and even history.Session Title: How Tax Impacts Investment & Business DecisionsSession Date: Wednesday, June 22Session Time: 10:30 am to 12:10 pmPresented By: WalmartSession Presenter (s): Wayne A. Hamilton, Senior Director, Global Tax Controversy, Anthony Walker, Vice President – Specialty TaxField of Study: TaxSession Description: Tax systems and accounting policies often influence investment and business decisions, especially for largemultinational businesses. This presentation will focus on how external factors such as ASC 740 (Guide to Accounting for IncomeTaxes) and newly issued guidance by Treasury and the I.R.S. under sec. 385 impact business imperatives such as forecasting, globalcash management, and global tax controversy.Session Title: Developing a Risk Strategy for Africa NowSession Date: Wednesday, June 22Session Time: 10:30 am - 12:10 pmSponsor By: EYSession Presenter (s): James A. Newlands, Partner, Advisory, William R. Thomas, Executive Director, AdvisoryLevel: IntermediateField of Study: Risk ManagementSession Description: In this session we will explore the real vs. perceived risks associated with doing business in Africa, as well as whatcan be done to mitigate or manage those risks. Is Africa really a more difficult and risky place to do business than some of the otheremerging markets your organization is invested in? Does Africa present better opportunities to diversity your risk? What can we learnabout managing risk in Africa from those that are growing and operating effectively on the continent? These are just some of thequestions we will seek to address in more detail.Session Title: Global Effective CommunicationSession Date: Wednesday, June 22Session Time: 10:30 am to 12:10 pmPresented By: PrudentialSession Presenter (s): Nigel Franklyn, Vice-President, Financial Reporting; Maurice Kuykendoll, Director, Financial Reporting, AndrewL. Swain, Vice President, Financial Reporting,Level: TBDField of Study: CommunicationSession Description: This session will discuss how to communicate for maximum impact with a focus on global interactions.Increasingly, finance professionals are collaborating across cultures and time zones to prepare and analyze financial results. Thepresenters will share real life experiences as well as formal frameworks for effectives gleaned from working with their colleagues acrossthe globe. The session will be practical and experiential to allow participants to immediately apply the lessons learned. 5

Session Title: NABA Student Welcome and OrientationSession Date: Wednesday, June 22Session Time: 11:00 am to 12:00 pmPresented By: National Association of Black Accountants, Inc.Session Presenter (s): Jina Etienne, President & CEO; Lauren Yost, Chief Operating OfficerSession Description: Welcome and OrientationSession Title: Building Effective Audit RelationshipsSession Date: Wednesday, June 22Session Time: 12:50 pm to 2:05 pmPresented By: EYSession Presenters: Brian Portman, Partner/Principal, Megan Turner, Senior Manager, Bernitza Lafleur, ManagerLevel: TBDField of Study: AuditingSession Description: Successful internal audit functions recognize the importance of building and sustaining effective relationshipsamong the various key internal and external stakeholders (e.g. management/auditee, audit committee, and the external auditor) acrossthe 3 lines of defense. This session will provide insights about how internal auditors can build relationships that foster credibility whilerespecting each other’s roles and responsibilities. Sound relationships improve the quality of audit work performed, reduce resistance instakeholder interactions and elevate the brand of internal audit throughout the organization. This session will be led by experiencedprofessionals who have worked with a wide-range of audit functions globally and have assembled best practices to facilitate thediscussion. Specifically, topics will include: Foundation of effective relationships Developing effective relationships Managing stakeholder interactions Best practices for sustaining effective relationshipsAnyone interested in learning the keys to relationship building and how this can lead to increased efficiency and effectiveness ofinternal audit processes should join this session.Session Title: Fraud: Detection and PreventionFacilitator: BLISession Date: Wednesday, June 22Session Time: 12:50 pm - 2:05 pmSession Presenter (s): Jennifer ElderLevel: BasicField of Study: AuditingSession Description: Fraud costs US companies $400 billion annually. 31% of fraud occurs in companies with fewer than 100employees. Don’t let your company be the next victim. Learn to identify and protect against the most common types of business fraud,the red flags of fraud detection and implementing methods to prevent fraud.Session Title: From Controller to CFO: How to Acquire the Skills Needed to Make the LeapFacilitator: BLISession Date: Wednesday, June 22Session Time: 12:50 pm - 2:05 pmSession Presenter (s): Alan Patterson, Ph.D.Level: IntermediateField of Study: Business Management & OrganizationSession Description: When contemplating transitions in their careers, most individuals are uncertain about how to prepare for makingthese critical changes. This session gives a roadmap of the skills, competencies, and experiences needed to transition successfullyfrom a Controller to CFO. 6

Session Title: Communicating for Results: Preparing for Your Next OpportunitySession Date: Wednesday, June 22Session Time: 12:50 pm - 2:05 pmSponsor By: Freddie MacSession Presenter (s): Lisa Stone, VP Human Resources Business PartnersField of Study: CommunicationsSession Description: Learn about the relationship between preparation and opportunity as we take a look at a simple “recipe for success” Explore “What’s next and how to I get there?” Assessing your readiness Call to action!Session Title: Organizational Coaching – Out from Behind Closed DoorsSession Date: Wednesday, June 22Session Time: 12:50 pm to 2:05 pmPresented By: National Association of Black Accountants, Inc. (NABA)Session Presenter: Lauren Yost, SPHR, SHRM-SCP, MCLC, Chief Operating Officer, National Association of Black Accountants, Inc.(NABA)Level: IntermediateField of Study: Business Management & OrganizationSession Description: Whether troubleshooting an employee conflict or helping a top employee make it to the next level, the most astutemanagers, leaders, and HR professionals know the value that coaching brings to meet the challenge head-on – with precision andimpact – in a way that even the best training cannot. Most coaching is conducted one-on-one, selectively, and behind closed doors, butit doesn’t have to be! Lauren Yost, NABA’s Chief Operating Officer, will discuss an open-door, open-opportunity coaching model thatorganizations can leverage to put simple tools in the hands of manager and employees alike and empower every individual toAccelerate Your Growth and Advancement. Session Title: KPMG presents – Maximizing Your Experience at the NABA conference – Making the Most of Every MomentSession Date: Wednesday, June 22Session Time: 1:00 pm to 3:30 pmPresented By: KPMGSession Presenter (s): KPMG ProfessionalsSession Description: KPMG will host a panel of professionals and engage the audience in a dynamic and interactive conversationabout “making the most of their NABA Conference experience. KPMG’s ultimate message to students, “Your Future starts NOW”.In keeping with the tradition of giving back to our communities, KPMG will also organize a community service project designed tosupport our commitment to improving literacy. We will work to identify a local organization to receive the literacy packets that arecreated.Session Title: Ethics: Why We Stray: A Different Look at Ethical Decision-MakingFacilitator: BLISession Date: Wednesday, June 22Session Time: 2:20 pm - 3:35 pmSession Presenter (s): Greg ConderacciLevel: TBDField of Study: Ethics - BehavioralSession Description: What was he thinking? Have you ever wondered that in the wake of an ethical breach by a previously respectedperson often, the unethical action is hard to believe much less explain because the conditions that contribute to unethical behavior arefar from clear? These subtle factors are the “danger zones” that ethical practitioners – and especially leaders – need to recognize inthemselves, their firms and their clients. This session explores the tangled paths to ethical problems. It is designed to sensitize you tothe subtle traps and to suggest strategies to avoid or extricate yourself from them – whether they are internal, cultural, organizational orsocietal. The course is taught by, a BLI Senior Fellow, marketing consultant, and a faculty member at the Johns Hopkins BloombergSchool of Public Health. 7

Session Title: Lease Standard UpdateSession Date: Wednesday, June 22Session Time: 2:20 pm - 3:35 pmSponsor By: KPMGSession Presenter (s): Dean W. Bell, Partner, AdvisoryLevel: IntermediateField of Study: AccountingSession Description: Lease accounting is experiencing major changes across all industries due to the new Leases accountingstandards, ASC 842 announced by the Financial Accounting Standards Board (FASB) on February 25, 2016 and IFRS 16 announcedby the International Accounting Standards Board (IASB) on January 13, 2016. The new leases standards require you to report mostoperating leases on-balance sheet effective 2019, making your company appear more asset-rich, but also more heavily indebted. Thisincreased transparency will heighten interest from auditors, lenders, investors, and analysts. The larger your lease portfolio, the greaterthe impact on key financial metrics. Are you prepared to implement and be compliant with the new Leases standards?Session Title: Building a Powerful NetworkSession Date: Wednesday, June 22Session Time: 2:20 pm - 3:35 pmSponsor By: State StreetSession Presenter (s): TBDField of Study: Business Management & OrganizationSession Description: How can you build professional skills outside of the office? Do you need a mentor to advance in your career?What advice can you provide to others to help them succeed? As your career aspirations change, so must your network. Join this paneldiscussion and hear how four professionals – at very different stages in their careers – are approaching active networking.Session Title: Balancing Acts: WorkLife Productivity in a Digital WorldSession Date: Wednesday, June 22Session Time: 2:20 pm to 3:35 pmPresented By: MicrosoftSession Presenters: Teresa Gregory, Training and Development Specialist, AccelerateLevel: TBDField of Study: Information TechnologySession Description: In this interactive session, come and learn how you can start using Microsoft OneNote to capture your actionsitems, create tasks list, flag items for review and get organized with OneNote. Combine OneNote with Microsoft OneDrive and you willbe able to track and manage tasks on the go from your desktop and your phone.Specifically, our team will guide you on how to: Create a OneNote notebook Store it securely on your OneDrive Access it from your phone (iPhone, Android or Windows operating systems) Best Practices on organizing your notebook Search and Tag your action items Key features of OneNote for touch enabled devices 8

Session Title: The Art of Successful NegotiationSession Date: Wednesday, June 22Session Time: 2:20 pm to 3:35 pmPresented By: The Boeing CompanySession Presenters: Tiffany Harrison, CFO, Bavan Holloway, VP, Caryn Nightingale, Director, Dan Hirner, DirectorLevel: TBDField of Study: Business Management & OrganizationSession Description: The Art of Successful Negotiations panel will discuss crucial skills and tactics that first-rate negotiators utilize inorder to persuade and build future relationships. Four (4) participants, from the Boeing Executive Finance Leadership team will sharetheir experiences in how they have applied effective negotiation approaches in professional and personal business transactions, whilefocusing on value creation at the negotiations table. The panelists will focus on the necessary tenets of a successful negotiation (i.e.Preparation, Strategy/Goals, Communication Skills and Emotional Control) and specific elements that may enhance or impede anyoutcome. This leadership panel will enhance and support the careers of leaders across various business sectors that are at emergingand mid-career non-management/management roles within their organizations. These recommendations may be used in virtually anynegotiation process (i.e. contractual, salary, labor, international business environments, political and personal). The panelists will alsoshare with the audience their thoughts on social and emotional intelligence and how mastering these concepts can positively influenceresults at the negotiations table. Lastly, the session will allow the audience to understand what it means to “create value” and navigatein a global environment without falling prey to blind-spots, such as, cultural, generational and gender diversities in the midst of anegotiation. 9

Thursday, June 23Session Title: Communication in the WorkplaceFacilitator: BLISession Date: Thursday, June 23Session Time: 9:00 am - 9:50amSession Presenter (s): Peter Margaritis, CPA, CGMA, MAcLevel: BasicField of Study: CommunicationsSession Description: How you communicate with your clients can make or break your career! This session will discuss differentpersonality styles and demonstrate the different ways to communicate information to them. See how recognizing their personalitystyle(s) can turn communication breakdowns into breakthroughs.Session Title: Managing Data Governance and RiskSession Date: Thursday, June 23Session Time: 9:00 am to 9:50 amPresented By: VanguardSession Presenter: Michael Curry, Principle, Business Contingency ServicesLevel: TBDField of Study: Risk ManagementSession Description: This course is designed to provide an understanding of what is data governance and its importance to yourorganization.Session Title: Critical Thinking Skills for Finance and Accounting ProfessionalsSession Date: Thursday, June 23Session Time: 9:00 am to 9:50 amPresented By: Legg MasonSession Presenter (s): Dionne Spencer, Director & Head, Corporate Reporting & Analysis Group; Cassandra Stevenson, Federal TaxDirectorLevel: TBDField of Study: FinanceSession Description: In an evolving economic environment, many corporate executives are relying on their finance and accountingpartners for astute analysis and innovative solutions for a variety of business issues. This seminar provides conceptual and case studymaterial to better equip you for the challenge.Session Title: General FASB Update - Private Company FocusSession Date: Thursday, June 23Session Time: 9:00 am to 9:50 amPresented By: Financial Accounting Standards Board (FASB)Session Presenter (s): Michael K. Cheng, Supervising Project Manager,Level: BasicField of Study: AccountingSession Description: Get an update on key ongoing FASB projects. Plus, learn about private company standards setting and recentactivities of the Private Company Council (PCC). 10

Session Title: I AM the Solution: Management and Collaboration in the Compliance IndustrySession Date: Thursday, June 23Session Time: 9:00 am to 9:50 amPresented By: J.P. Morgan Chase & Co.Session Presenter (s): Eileen Taylor, Managing DirectorLevel: TBDField of Study: Risk ManagementSession Description: Learn about the transferable skills and diverse backgrounds that create dynamic teams in the compliance industry.Employees at JPMorgan Chase will share real-life experiences and discuss career paths. Learn how they have pursued professions incompliance and how their teams collaborate to mitigate compliance risk to the firm. Session Title: Amp Up Your Interview SkillsSession Date: Thursday, June 23Session Time: 10:00 am to 11:00 amPresented By: PricewaterhouseCoopers LLCSession Presenter: Carly Williams, U.S. Diversity Recruiting LeaderSession Description: Join PwC to learn how to tell your story and express the essence of who you are during an interview. You willhear how to build connections with prospective employers that will help them remember your exceptional promise of value and makeyou stand out amongst your peers during the interview process.Session Title: Key Financial and Economic Issues Facing the Financial ExecutiveFacilitator: BLISession Date: Thursday, June 23Session Time: 10:05 am - 11:20amSession Presenter (s): Jennifer Elder, CPA, CMA, CIA, CFF, CGMALevel: IntermediateField of Study: EconomicsSession Description: Explore the current economic trends and analyze their impact on the financial executive in various forms. Specificrecommendations and insights will be offered to deal with these challenges.Session Title: Mental Conditioning Methods & Strategies for Executive ExcellenceFacilitator: BLISession Date: Thursday, June 23Session Time: 10:05 am - 11:20amSession Presenter (s): Lowell Wightman, Ph.D.Level: IntermediateField of Study: Personal DevelopmentSession Description: Participants will be given definitions for mental conditioning and mindset management. The course will providepractical strategies and methods for mental toughness, resiliency, and time management suited for the accounting and financeprofessional.Session Title: Latest in LeadershipFacilitator: BLISession Date: Thursday, June 23Session Time: 10:05 am - 11:20 amSession Presenter (s): Peter Margaritis, CPA, CGMA, MAcLevel: BasicField of Study: CommunicationsSession Description: We can all list a variety of leadership skills but how do you develop them into your own leadership style? Thissession will explore leadership through a different lens by evaluating your leadership style and how to capitalize on your own personalstrengths. 11

Session Title: Anatomy of a BreachSession Date: Thursday, June 23Session Time: 10:05 am to 11:20 amSponsor By: Crowe Horwath, LLPSession Presenter (s): Christopher R. Wilkinson, CISSP, CRISC-PartnerField of Study: Risk ManagementSession Description: In this session we will walk you through real world examples of how hackers breach organizations in today’scybersecurity landscape. Once inside, we will detail the methods used to identify and compromise sensitive data, and how this data isexfiltrated from the network to the Internet. We will also cover what steps your organization needs to take to effectively prevent anddetect these techniques.Session Title: Auditing Standards UpdateSession Date: Thursday, June 23Session Time: 10:05 am to 11:20 amPresented By: PricewaterhouseCoopers LLPSession Presenter(s): Latasha (\"Tasha\") Brown, Assurance Senior Manager; Phillip Mahere, Assurance Partner, Sammy Miller, CPA,Assurance Senior ManagerLevel: TBDField of Study: AuditSession Description: This interactive session is designed to engage participants via the use of polling technology, will focus onproviding an update on auditing standards most relevant to the profession. This session will also include a discussion of standardsetting projects on the horizon and the PCAOB’s standard setting agenda. Session Title: Books to Boardroom | Campus to CorporateSession Date: Thursday, June 23Session Time: 11:15 am to 12:15 pmPresented By: KPMGSession Presenter (s): KPMG ProfessionalsSession Description: What changes when you step outside the classroom and into the boardroom? Do you think your prepared? Thisworkshop will provide essential survival tips to navigate that transition. Topics will include; how to start developing your professionalbrand, pathway to establishing a strong network, and uncovering ways to secure opportunities post-graduation. Session Title: The Global Experience at EYSession Date: Thursday, June 23Session Time: 11:15 am to 12:15 pmPresented By: EYSession Presenter (s): Joe Wehle, Campus Recruiting, Financial Services OrganizationSession Description: With offices in 150 countries around the world, EY’s global network allows us truly help build a better workingworld for our clients, or communities and our people. Come learn about the array of global opportunities that EY offers our peopleamong all levels of the firm. Opportunities include our Global Student Experience where you can spend half of your summer internshipin another country, our New Horizons Program or Global Exchange Program, which allows people to do short or long term internationalrotations, or one of several corporate responsibility programs where we focus on improving the success of high impact entrepreneurs inunderserved communities or helping them grow their businesses. The global experience includes working with your clients and teamsvirtually around the world in order to deliver exceptional client service. You will hear from folks who will share their personalexperiences and offer their insight into what a global experience is like and how it has impacted their career and development.Session Title: Good Governance & Smarter Decision MakingFacilitator: BLISession Date: Thursday, June 23Session Time: 11:35 am - 12:50 pmSession Presenter (s): Peter Margaritis, CPA, CGMA, MAcLevel: BasicField of Study: Ethics - Behavioral + CommunicationsSession Description: Governance is the process of decision-making and the process by which decisions are implemented (or notimplemented). Business professionals need to be able to respond to today’s rapidly changing business environment by making quickand smart decisions. This session will focus on the composition of “those charged with governance” including Identifyingresponsibilities, minimizing liability related to governance and encouraging ethical behavior. In addition, it will help you understand andbuild decision-making skills. 12

Session Title: Best Practices for Better Budgeting and PlanningFacilitator: BLISession Date: Thursday, June 23Session Time: 11:35 am - 12:50 pmSession Presenter (s): Jennifer Elder, CPA, CMA, CIA, CFF, CGMALevel: BasicField of Study: FinanceSession Description: What comes to mind when you think of budgeting? Takes too long? No follow-up? It protects the status-quo? Ifyou’ve considered “banning the budget”, this course will show you how to transform it into a planning process that helps yourorganization achieve its strategy.Discover 15 best practices to change your budgeting process that results in a detailed one-year budget, to a planning process resultingin a strategic, progressive and long-term achievement of your goals.Session Title: Social Media Influence on Decision Making and Time ManagementFacilitator: BLISession Date: Thursday, June 23Session Time: 11:35 am - 12:50 pmSession Presenter (s): Lowell Wightman, Ph.D.Level: BasicField of Study: CommunicationsSession Description: Outline strategies, methods and tools that show how to use social media and technology in the management ofyour time and decision making.Session Title: What is the Right Path to Prepare for Revenue Recognition and Leasing Accounting Changes?Session Date: Thursday, June 23Session Time: 11:35 am to 12:50 pmSponsor By: EYSession Presenter (s): John McGaw, Americas Accounting Change Leader, Markques McKnight, Manager, Advisory-FinanceField of Study: AccountingSession Description: EY has quickly built a strong brand around the new Revenue Recognition and Leasing standards. Through thiscourse, we will discuss the latest updates on the standard and leverage client experiences to provide a broad overview of theaccounting change journey. This session will help you understand the process to adopt the new standard and include discussion onimplementation options, organizational impacts and operating model considerations. At the end of this session we will have a paneldiscussion to address preparer trends.Session Title: Personal BrandSession Date: Thursday, June 23Session Time: 11:35 am to 12:50 pmPresented By: Dixon Hughes GoodmanSession Presenters: Alice Grey Harrison, APR and Ben Shaw, CPALevel: TBDField of Study: CommunicationsSession Description: We all know how important branding is for our businesses. But have you ever stopped to consider the importanceof 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 youare and represents your mission – both for your career and your personal life. This session will highlight techniques to develop andcultivate your own personal brand with real life examples and takeaways jumpstart your branding journey. 13

Friday, June 24Session Title: Making the Best of Bad SituationsSession Date: Friday, June 24Session Time: 9:00 am - 10:40amSession Presenter (s): Art Werner, J.D., MSTLevel: BasicField of Study: TaxSession Description: This session will help the practitioner understand planning considerations and potential problems when certain“bad situations” happen to his/her client. Get an understanding of the tax and non-tax circumstances to be considered when advising aclient who is experiencing a bad situation.Session Title: Cloud Systems - How Do I Know My Data is Safe and Secure?Session Date: Friday, June 24Session Time: 9:00 am - 10:40amSession Presenter (s): Bryan Smith, CPA.CITP, CISA, Virtual CIOLevel: OverviewField of Study: Specialized Knowledge and ApplicationsSession Description: The #1 question that CPAs ask when it comes to cloud based software applications is...\"Is it secure?\" There is nosimple answer to this question. You need to invest the time to conduct some due diligence on the particular offering to make sure youare satisfied with the integrity of the service provider and the security of your data. This course will focus on the key steps that youshould take when performing the appropriate due diligence review of a particular cloud application.Session Title: Emotional Intelligence & Teamwork & High Performing TeamsSession Date: Friday, June 24Session Time: 9:00 am - 10:40amSession Presenter (s): Peter Margaritis, CPA, CGMA, MACLevel: BasicField of Study: CommunicationsSession Description: What is emotional intelligence? This session will define emotional intelligence and help you understand thedifference between IQ and EQ. Identify the five attributes of emotional intelligence and learn four steps to increase your emotionalintelligence in the decision-making process.Did you know that the core principles of improvisation are the same core principles in efficient, effective, and productive teams? Theskills needed in effective improvisation are the same skills and principles that are used in building successful teams. Improvisation isbased on the principles of: trust, respect, support, adaptation, listening, and communication.Session Title: Blurred Lines? Internal Audit’s Role with Organizational Risks and ControlsSession Date: Friday, June 24Session Time: 9:00 am to 10:40 amPresented By: PricewaterhouseCoopers LLPSession Presenters:Moderator: Derrick Roman, Partner, PricewaterhouseCoopers, LLPPanelists: Melvin L. Flowers, Corporate Vice President, Internal Audit, Microsoft, Bavan Holloway, Vice President, Corporate Audit,Office of Internal Governance, The Boeing Company, Gwendolyn D. Skillern, CPA, CGMA, CRMA, Senior Vice President & GeneralAuditor, CareFirst BlueCross BlueShield, Jeffrey L. Tate, Chief Audit Executive, The Dow Chemical Company, Celia Thompkins, SeniorDirector, Global Audit Services Department, Walmart Stores, Inc.Level: TBDField of Study: AuditingSession Description: Today, organizations find themselves in a business environment that is becoming increasingly complex, andcorporate leaders face a wide and expanding range of strategic, business, and other risks. Participants will have the opportunity toengage a diverse panel of internal audit leaders to explore perspectives on the critical role internal audit plays within an organization'srisk and control environment, and how internal audit contributes to an organization’s ability to meet its objectives. Panelists will describeand debate the approaches taken by their functions: what works best and where there are opportunities to improve. 14

Session Title: Becoming and Staying RelevantSession Date: Friday, June 24Session Time: 9:00 am to 10:40 amPresented By: DeloitteSession Presenter (s): Colin Duncan; Stephanie ErwinLevel: TBDField of Study: Business Management & OrganizationSession Description: Technological advances are rapidly changing the world we live and work in. What required the efforts of severalAccountants just a few years ago, is being executed by computers in nano-seconds. Adding to the complexity, the adage that if youkeep working hard you'll accelerate your growth is now irrelevant. Bring your points of view and join the discussion on Becoming andStaying Relevant in the market at as you advance your career. Those who are early in their career will get ideas to become relevant inthe market and with their employers. Those further along in their career will gain and be able to share insights about how to stayrelevant. Session Title: Accelerate Your Career and Get PromotedSession Date: Friday, June 24Session Time: 9:30 am to 10:30 amPresented By: WalmartSession Presenter: Lynnette Richmann, Vice President, Global Audit, U.S., WalmartSession Description: Don’t let the world define your career path – instead, come learn from a tenured executive as one of Walmart’smost respected Audit professionals explains how you can jump-start your career within both matrix organizations and smaller firms. Asyou walk away from this discussion, you will learn that your career advancement will no longer rely on other’s thoughts and decisions byunderstanding tangible examples explaining how you own your success. By taking the steps reviewed in this session, you will establishand enhance key contributing factors that will benefit your overall professional success for years to come. Session Title: The Solo Cup Challenge: The Excellence of Teamwork and Nuances of LeadershipSession Date: Friday, June 24Session Time: 9:30 am to 10:30 amPresented By: RSMSession Presenter (s): Charles Barley Jr., Tracey Walker, Robert PeterkinSession Description: In this interactive and engaging session you will be working in a team to better understand the importance ofcommunication and the different roles individuals may take on a project. Be ready to have fun and learn strategic teamwork along theway. Session Title: The First 48Session Date: Friday, June 24Session Time: 10:45 am to 11:45 amPresented By: Bank of AmericaSession Presenters: Natalie Brown, Senior Vice President Campus Diversity and Ebony Thomas, Senior Vice President CampusStrategy, Diversity and Operations.Session Description: Learn more about finding success in the first 48 months of a new job. Session Title: Dare to Be Prepared – Tap Into YouSession Date: Friday, June 24Session Time: 10:45 am to 11:45 amPresented By: DeloitteSession Presenters: DeloitteSession Description: Whether you are looking for the internship, a job opportunity or you have already secured a position, you haveskills and attributes that you can tap into to be prepared. Whether it’s the simple handshake, leading a meeting, or social media, we allneed to be prepared for our career aspirations. 15

Session Title: The Changing World of Data Management – Financial Services Industry PerspectiveSession Date: Friday, June 24Session Time: 10:55 am to 11:45 amSponsor by: Wells Fargo BankSession Presenter (s): Raphael Ereyi, SVP, Head of Basel Data and Regulatory Policy Group, Enterprise Finance, Wells Fargo &CompanyLevel: TBDField of Study: FinanceSession Description: The course will facilitate the discussion of current trends in data management from the financial servicesperspective. In addition, the interactive session will highlight the enabling factors driving the change, offer insights on datamanagement capabilities, implementation challenges and best practices.Session Title: The Next Version of the CPA Exam Goes Live April 2017Session Date: Friday, June 24Session Time: 10:55 am to 11:45 amPresented by: American Institute of Certified Public Accountants (AICPA)Session Presenter (s): Michael A. DeckerLevel: BasicField of Study: AccountingSession Description: The CPA profession is evolving as technological innovation drives an increasingly complex global economy,market volatility continues to grow and the regulatory environment shifts. Our research has shown that to meet changing businessneeds, employers are seeking to hire newly licensed CPAs who possess and demonstrate higher order skills such as critical thinking,problem solving, analyticalability, professional skepticism and effective communication.To support this evolution, the AICPA has completed a comprehensive research project – called a Practice Analysis – to design anddevelop the next version of the CPA Exam, which was announced April 4, 2016 and will be launched on April 1, 2017.The research encompassed several phases, including focus groups and interviews with CPAs in the profession representing firms,business and industry, academics and state boards of accountancy. Another area of research included an Invitation to Comment thatwas open for public comment on how the Exam should test candidates to best meet the needs of the profession. The AICPA andNASBA also conducted a large scale survey of newly licensed CPAs and their supervisors to confirm the initial findings on what theExam should test. The purpose of this research is to understand the needs of employers at a deeper level with regard to what they areseeking from newly licensed CPAs and to incorporate these findings into the test design and test blueprints for the next version of theCPA Exam.This session will provide an overview of the forthcoming changes to the CPA Exam and the results of our research into the CPApipeline to the profession.Session Title: Brave New World: Seismic Shifts in the International Tax Landscape and Implications for US Based MultinationalsSession Date: Friday, June 24Session Time: 10:55 am to 11:45 amPresented By: Johnson & JohnsonSession Presenter: Louise Weingrod, Vice President, Global Taxation, Johnson & JohnsonLevel: TBDField of Study: TaxSession Description: Over the past few years, the global Tax landscape has undergone significant change with the OECD BEPSproject, various initiatives of the European Commission, and the increasing use of technology tools by governments for tax auditpurposes. This session will focus on what happened, what to expect and the impact on US tax policy and US based multinationals. 16

Session Title: Healthy Workplace ConflictSession Date: Friday, June 24Session Time: 10:55 am to 11:45 amSession Presenter: Jeannine K. BrownLevel: TBDField of Study: Business Management & OperationsSession Description:Conflict immediately invokes thoughts of battle, shouting matches, silent treatment or even negative relationships. However, conflictcan be a natural process of communication that facilitates the sharing of divergent viewpoints. In this session we will discuss howleaders see conflict as a necessary process to improve, evolve and achieve high results. Learn the processes to gain multipleprospective on critical issues to make your workplace a high performing environment where idea sharing and healthy discourse canthrive.Session Title: Powerful Presentational Skills & Essence of EntrepreneurshipFacilitator: BLISession Date: Friday, June 24Session Time: 2:15 pm - 3:55pmSession Presenter (s): Peter Margaritis, CPA, CGMA, MAcLevel: BasicField of Study: Communications + Business Management & OrganizationSession Description: America’s greatest anxiety, public speaking, is a necessity in today’s business world. Those who can speak infront of crowds and have effective presentational skills tend to move up the corporate ladder more swiftly. Discover how to stand in frontof an audience, project confidence and knowledge, all the while making a connection and capturing your audience’s imagination to bepowerful and persuasive.Webster’s dictionary defines entrepreneurship as “a person who starts a business and is willing to risk loss in order to make money.”This session focuses on an alternative approach to building your business plan, along with the discussion of the dark side of being anentrepreneur.Session Title: Excel 2013 Advanced Data Analysis Using PowerPivotFacilitator: BLISession Date: Friday, June 24Session Time: 2:15 pm - 3:55pmSession Presenter (s): Bryan Smith, CPA.CITP, CISA, Virtual CIOLevel: IntermediateField of Study: Specialized Knowledge and ApplicationsSession Description: The free PowerPivot add-in for Excel takes PivotTable analysis to a new level. PowerPivot is more than a simplereplacement for the Excel PivotTable. It is a business intelligence tool that will provide you with additional features to build complexrelationships between sets of data. With PowerPivot you can: analyze data beyond the limits of the Excel PivotTable; organize tables ina relational way; define complex calculation expressions; integrate different data sources into your analysis; provide enhancedinteractive graphs; and discover analysis solutions that the Excel PivotTable is not able to provide. Attendees will receive practicalinformation and tips. This course applies to Excel 2010 and 2013. 17

Session Title: What Makes a Great Strategy!Session Date: Friday, June 24Session Time: 2:15 pm to 3:55 pmSponsor by: CargillSession Presenter (s): John Dillon, Product Line Controller, Cargill, Travis Leonard, Assistance Vice President, Finance, Cargill,Jamaal Smith, SSC Product Line Controller, CargillField of Study: Business Management & OperationsSession Description:Does your strategy pass the McKinsey’s Ten Timeless Tests?What roles do finance and diversity play in driving successful strategy?1. Will your strategy beat the market?2. Does the strategy tap the true source of advantage?3. Is it granular about where to compete?4. Does it put the enterprise ahead of trends and discontinuities?5. Does the strategy embed privileged insight and foresight?6. Does it account for irreducible uncertainties?7. Does it balance commitment-rich choices with flexibility and learning?8. Have alternatives been evaluated without bias and false inference?9. Is there true conviction to act?10. Is the strategy translated into clear actions and reallocation of resources?Join us for an exciting discussion about how finance partners in developing great strategies.Session Title: Revenue Recognition of the FutureSession Date: Friday, June 24Session Time: 2:15 pm to 3:55 pmSponsor By: KPMGSession Presenter (s): Kevin Bogle, Principal, AdvisoryLevel: IntermediateField of Study: AccountingSession Description: This session focuses on key considerations related to FASB ASC Topic 606 and will be helpful as you prepare totransition to the new revenue recognition standard. The objective of this course is to describe the latest activities surrounding ASU2014-09 “Revenue from Contract with Customers” which was issued in May 2014. The FASB and IASB created the Joint TransitionResource Group for Revenue Recognition (TRG) whose primary purpose is to solicit, analyze and discuss issues arising fromimplementing the new revenue recognition standard and to inform the Boards about these issues in order take action, if needed. Thiscourse will provide a refresher on new revenues standard, updates from the FASB and IASB as well as provide details regarding anytopics discussed by the TRG including gross versus net considerations, determining when a material right exist, applying the portfolioapproach to variable considerations, and more.Session Title: Estate Planning: Strategies For Business OwnersSession Date: Friday, June 24Session Time: 2:15 pm to 3:55 pmPresented By: Bank of AmericaSession Presenters: Jonathan Parris, Senior Vice President & Private Client Advisor, Bill Hamlet, Managing Director – WealthStrategies AdvisorLevel: AdvancedField of Study: TaxSession Description: Learn more about Estate Planning Strategies from Bank of America and their US Trust business. 18

Session Title: Know Thyself: How to Be More Self-Aware at WorkSession Date: Friday, June 24Session Time: 2:30 pm to 3:30 pmPresented By: National Association of Black Accountants, Inc.Session Presenter (s): Jina Etienne, President & CEO, Lauren Yost, Chief Operating OfficerSession Description: Self-awareness is a critical element of being a successful leader. For most of us, it takes intentional practice andtime. Students who develop a deep understanding of their strengths, weaknesses, needs, motivators, and behaviors can learn to bemore self-aware. With practice, these skills can lead to better Self-Management (communicating with intention), Social Awareness(understanding your environment) and Relationship Management (workplace savvy) – all key elements of long-term career success.In this session, students will learn the different aspects of self-awareness, tools to identify and unpack them and how to leverage thatknowledge in the workplace and in life.Session Title: The Psychology of PlanningFacilitator: BLISession Date: Friday, June 24Session Time: 4:10 pm - 5:00pmSession Presenter (s): Art Werner, J.D., MSTLevel: BasicField of Study: TaxSession Description: Most estate and financial planning programs tend to deal with tax techniques and number-crunching ideas.However, most of these programs neglect the human issues involved in the estate and financial planning process. This session willhighlight the psychological issues of planning.Session Title: Big Data and Data Analytics - What They're All AboutFacilitator: BLISession Date: Friday, June 24Session Time: 4:10 pm - 5:00 pmSession Presenter (s): Bryan Smith, CPA.CITP, CISA, Virtual CIOLevel: OverviewField of Study: Specialized Knowledge and ApplicationsSession Description: Unless you have been living under the proverbial rock, you have probably been hearing the terms \"big data\" and\"data analytics\" tossed around quite a bit lately. The reason is because this is the hottest trend in information analysis. For CPAs, theability to unleash the power of big data and data analytics provides an unprecedented opportunity for enhance your market value. Thedata analytics tools are getting easier to use and more powerful. 19