2016 NABA National Conference - Speakers

2016 Convention Speakers 1|Page

Speaker Table of ContentsFeatured SpeakersIrvin II, Dr. Nat……………………………………………………………………………………………………………………………………………5Rucker, Lamman …………………………………………………………………………………………………………………………………….….7Session SpeakersBarley Jr., Charles ………………………………………………………………………………………………………………………………………9Bell, Dean ……………………………………………………………………………………..…………………………………………………………9Bogle, Kevin………………………………………………………………………………………………………………………………………………9Brown, Latasha …………………………………………………………………………………………………………………………………………10Duncan, Colin ……………………….………………………………………………………………………………..…………………………………10Elder, Jennifer ……………………………………………………………………………………………………………………………….……..……11Ereyi, Raphael ……………………………………………………………………………………………………………………………..……………11Erwin, Stephanie …………………………………………………………………………………………………………………….…………………12Flowers, Melvin …………………………………………………………………………………………………………………………………………12Gregory, Teresa …………………………………………………………………………………………………………………………..……………13Grey Harrison, Alice ……………………………………………………………………………………………………………………………………13Hamilton, Wayne………………………………………………………………………………………………………………………..………………14Lafleur, Bernitza …………………………………………………………………………………………………………………………..……………14Mahere, Phil ……………………………………………………………………………………………………………………………….……………15Martin, John ……………………………………………………………………………………………………………………………….……………15Newlands, James………………………………………………………………………………………………………………………………………16Patterson Ph.D,.Alan ………………………………………………………………………………………………………………….………………16Peterkin, Robert ………………………………………………………………………………………………………………………..………………17Portman, Brian………………………………………………………………………………………………………………………….………………17Richman, Lynette ………………………………………………………………………………………………………………………………………18 2|Page

Roman, Derrick…………………………………………………………………………………………………………………………………………18Skillern, Gwendolyn D. ……………………………………………………………………………………………………..…………………………19Stone, Lisa ……………………………………………………………………………………………………………………..………………………19Tate, Jefferey L. …………………………………………………………………………………………………………….…………………………20Thomas, William R. ……………………………………………………………………………………………………………………………………20Thompkins, Celia………………………………………………………………………………………………………………………………………21Turner, Megan……………………………………………………………………………………………………………………………….…………21Walker, Anthony ………………………………………………………………………………………………………………………………….……22Walker, Tracey………………………………………………………………………………………………………………………………….………23Weingrod, Louise……………………………………………………………………………………………………………………………….………24Werner J.D,.Art…………………………………………………………………………………………………………………………………………24Wilkinson, Christopher R. …………………………………………………………………………………………………………………….………25Williams, Carly……………………………………………………………………………………………………………………………….…………25Wilson-Jones, Darcy………………………………………………………………………………………………………………..…………………26 3|Page

FEATURED SPEAKERS 4|Page

Dr. Nat Irvin IIProfessor of Management Practice, College of BusinessUniversity of LouisvilleAuthor, innovator, futurist, teacher, composer and former radio and television commentator, Nat Irvin, II, is the WoodrowM. Strickler Executive in Residence, Professor of Management Practice, College of Business at the University ofLouisville where he has taught graduate courses in the future of management, leadership, and team dynamics since2007.Dr. Irvin is founder of “Thrivals @IdeaFestival” launched in 2010 with the Kentucky Science and Technology Center.“Thrivals” is the kick-off day of the IdeaFestival, an annual world-class event that attracts leading global innovators andthinkers to discuss and celebrate imagination, new perspectives and transformational ideas.From 1996-2007, Irvin created and led Future Focus 2020, an urban futurist think tank at the Babcock Graduate Schoolof Management at Wake Forest University, whose mission was to introduce futurist thinking to urban communities. From1988-1996, he served as Vice Chancellor for Development & University Relations for Winston-Salem State University,Board of Directors of Council of Support of Education (CASE), and chaired the CASE Annual Meeting in Chicago,1996.He serves as futurist for the National Black MBA Association and the Executive Leadership Council (ELC). He mostrecently authored “The Chase for 2042” the concluding chapter for “Celebrating a Legacy, Empowering the Future,” TheNational Black MBA Association, 2015. He is a former member of the Board of Directors of the World Future Society,and chaired the Annual Conference, Washington, DC., 2008.Irvin has engaged the leadership and management teams of several groups and organizations, including Fortune 100companies in strategic conversations focused on the significant social, political, economic, technological andenvironmental trends and events that will drive the mid-to-long term future.Irvin has been quoted in the New York Times, San Francisco Chronicle, The BBC, Christian Science Monitor, ABCNews, Essence Magazine, among other news organizations. He was a columnist for theWinston-Salem Journal, distributed by Media General Newspapers for over 15 years, provided commentary for NPR’sWeekend Edition and was a regular member of the roundtable on NPR’s News and Notes. He created and hosted“Other Voices” a weekly commentary program that aired on NBC Affiliate, WXII News Channel 12, Winston-Salem, NC.The program received the Midsouth Regional Emmy award in Editorial/Commentary, February 1999. 5|Page

Irvin was the voice of “N2 the Future” a futurist thinking educational program aimed at reaching urban audiences whichdebuted 2006 on “Syndication One,” produced by Radio One. The show could be heard in over 30 major urban cities inAmerica.Irvin is an advisor to a proprietary research study on consumer behavior and the emergence of identity among AfricanAmerican, Latino, Asian Indian, and LGBT groups conducted by Starcom MediaVest Group, one of the world’s largestbrand communications groups. Advertisers and other media use Irvin’s findings to identify new demographic groups andtarget them with customized messages and opportunities. The Beyond Demographics™ initiative launched in 2007under the direction of Esther \"ET\" Franklin, EVP, Director of Cultural Identities for Starcom MediaVest Group, totranscend demographics in order to uncover the unique communities that exist within each culture and their distinctmedia preferences and consumption habits.In 2013, Dr. Irvin was an advisor to the “TED Challenge: A Mission to Build the Next Generation of Brains, sponsored byTED (Technology, Entertainment & Design) and the Bezos Family (Amazon) Foundation, a non-profit focused oneducation from birth through high school. Of particular interest to the Bezos Foundation was a focus on future minoritycommunities.Irvin was invited to TED Global 2005, Oxford University, where he first presented the global concept of “Thrivals” in ashort talk followed by a featured TED Talk Long Beach 2006.Irvin also serves as a musical consultant and the Chief Learning Officer for Janelle Monae and the Wondaland ArtsSociety, a two time Grammy nominated artistic group based in Atlanta, Ga. He is the original composer of “Ba Bop ByeYa,” which appeared on the Grammy nominated and highly acclaimed album “Archandroid” featuring Janelle Monae withmusic composed by Nate Rocket Wonder and Roman GianArthur. On Janelle Monae’s latest and highly acclaimedalbum “The Electric Lady,” Irvin plays classical guitar on the track “Look Into My Eyes.”Dr. Irvin is a graduate of the University of South Carolina with a Bachelor of Arts degree in Philosophy and a Mastersdegree in Media Arts. An accomplished composer, he also holds a Doctorate of Musical Arts degree in MusicComposition from the University of North Texas and is a graduate of the Institute for Educational Management, HarvardUniversity Graduate School of Education.Married to Chandra Goforth Irvin, the couple has three adult children. 6|Page

Lamman RuckerActor, Educator, Activist and EntrepreneurLamman Rucker is an Actor, Educator, Activist and Entrepreneur. Best known as the handsome star of Tyler Perry’sWhy Did I Get Married film sequels and hit film/sitcom Meet The Browns; Rucker is main-taining a powerful presence onlarge and small screens. He may be recognized from recent films such as BET’s The Man in 3B and Black Coffee,UPtv’s Where is The Love or remembered on TV shows such as Half and Half, WEtv’s South of Hell, As The WorldTurns and All My Children. Lamman has also been a memorable guest star on Law & Order, All Of Us and the populartelevision movie mini-series The Temp-tations and more.Rucker stars in the upcoming original TV drama series Greenleaf on OWN featuring Oprah Winfrey and a star-studdedcast (June 21) and returns to the big screen in feature films Service to Man; a period film about race relations in theSouth at Meharry Medical College as well as best-selling author Carl Weber’s thriller No More Mr. Nice Guy (Fall 2016).A passionate activist; Rucker is a spokesperson for several charitable efforts and community action initiatives includingAmerican Heart Association, Art Creates Life, The Black AIDS Institute, BMe, The Magic Johnson Foundation and hisnon-profit The Black Gents; an all-male ensemble of actors driven to resurrect the positive images of black malesthrough thought-provoking high quality entertainment, youth empowerment initiatives and community service. He is alsoan active ambassador for several other grass-roots organizations leading the way in uplifting communities.With a Master’s in Education and as a former high school teacher; Rucker continues to use his teaching gift on theinternational speaking circuits and in educational capacities such as youth empowerment; health and wellness,entrepreneurship, the arts, and financial literacy. He has contributed to several “edu-tainment” initiatives that empowerand inspire while educating and has recently contributed to best-selling book “REACH: 40 Black Men Speak on Living.Learning, and Succeeding”.Rucker owns an all-natural bath & body signature product line entitled forplai by Lamman Rucker. The paraben-free,vegan friendly and color-free line features four distinct scents that each showcase an exfoliating body scrub, amoisturizing body butter and a conditioning body mist.Today’s Renaissance Man; Rucker is establishing a significant legacy for this generation and those to come. 7|Page

SESSION SPEAKERS 8|Page

Charles Barley Jr.Director, Risk Advisory Services - ITRSM, US LLPCharles Barley Jr is responsible for the delivery of governance, risk and compliance (GRC) services and serves as RSM’sNational leader of the IT Internal Audit solution and Southeast Leader for the IT Risk Services team. He has over 17 yearsof consulting experience and has served several multinational financial services and public sector organizations. Charlesalso specializes in leading practices as they relate to information technology- (IT-) enabled internal audit services, SOC1reviews, enterprise risk management, internal controls design, vendor risk management, information security governance,enterprise architecture, application controls reviews, business intelligence and GRC solution implementations.Dean BellAccounting Advisory Services Accounting Change LeaderKPMGDean has 17 years of experience in providing assurance and advisory services to a global client base. Since 2006, he hasprovided technical accounting advisory services to various clients on a range of technical accounting topics. While atKPMG, he has consulted with a variety of clients to provide technical accounting and advisory services across variousindustries. Dean is the accounting advisory services accounting change leader for the proposed lease accounting standard.Kevin BoglePrincipal - Accounting Advisory ServicesKPMGKevin is a Principal in KPMG’s Accounting Advisory Services practice. He has more than 16 years of experience deliveringadvisory, audit and audit-related services. Kevin currently provides clients with accounting, financial reporting, and projectmanagement support for equity and debt offerings (including initial public offerings), mergers and acquisitions, accountingconversions, and divestitures. This includes assisting clients with SEC and foreign filings, U.S. GAAP and InternationalFinancial Reporting Standards (IFRS) technical accounting issues and financial integrations. He also supports clients in thedesign and implementation of financial reporting and control policies and procedures to meet the new internal and externalreporting requirements as a result of a transaction or accounting conversion. 9|Page

Latasha BrownAssurance Senior ManagerPwCTasha is an assurance senior manager working in the New York Metro financial services practice of PwC, currently ontour with the firm’s National Quality Organization. Tasha has over 15 years of experience providing assurance andaccounting advisory services to a variety of firms in the financial services sector. Clients served include several Fortune100 firms. Tasha has developed a specialty in the execution of multi-location audits of insurance companies, includingcontrols testing and the application of the relevant U.S. GAAP and statutory accounting rules for insurance companies.Tasha is a CPA licensed in the states of Florida, New Jersey and New York. She received her Master's and Bachelor ofScience degrees in Accounting from The Florida State University. Colin Duncan Senior Manager Deloitte & Touche LLP Colin Duncan is a Senior Manager with Deloitte Advisory. He has more than 16 years of experience with Deloitte providing accounting and reporting transformation services and delivering with enterprise risk management solutions. Colin leads complex engagements for Federal clients helping them demonstrate effective stewardship over appropriated dollars and optimizing financial management operations. In addition to his client delivery responsibilities, Colin coordinates the delivery of Federal practice’s Controllership Transition Labs and is responsible for the firm’s partnership with the Branson Centre of Entrepreneurship – Caribbean. Colin serves as one of the liaisons between Deloitte and the NABA Metro DC Chapter. 10 | P a g e

Jennifer Elder CPA, CMA, CIA, CFF, CGMABusiness Learning InstituteJennifer Elder is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years,she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core valuesthat make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that isquick to implement that transforms your company from what you are now to what you have always wanted to be. Known forbeing energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topicseasy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, StateCPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms.Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch UniversityNew England. She lives on her boat near Annapolis, Maryland.Raphael EreyiSVP, Head of Basel Data and Regulatory Policy Group, Enterprise FinanceWells Fargo & CompanyRaphael Ereyi is a Senior Vice President within Wells Fargo Enterprise Finance and Head of Basel Data and Regulatory PolicyGroup supporting Wholesale lines of business. His team is responsible for the quarterly Wholesale data collection and validationfor Regulatory capital calculation. His group also provides thought leadership and policy interpretation for regulatory reportingrules including Basel capital rules.Prior to taking this role late last year, Raphael led the Wholesale Regulatory & Finance Data Management Group. His mandatewas to control, manage and deliver Wholesale data to satisfy the Bank’s regulatory reporting requirements as well as otherfinance reporting needs.Before joining Wells Fargo, Raphael had previously worked with Bank of America where he held various roles in the regulatorycapital including SVP and head of Enterprise Capital Management, Global Wealth and Investment Management Group. He alsohad a brief stint with JP Morgan from 2007 - 2009, as an Executive Director; leading the Investment Bank initiatives to reduce riskcapital utilization during the 2007 financial crisis.Raphael is a Chartered Accountant as well as holds an MBA (Finance and Risk Management) from University of Toronto,Canada. He is also a Chartered Financial Analyst (CFA), and Financial Risk Manager (FRM). 11 | P a g e

Stephanie ErwinAudit Senior ManagerDeloitte & Touche LLPStephanie Erwin is an Audit Senior Manager within the Audit and Enterprise Risk Services (AERS) practice of Deloitte. She hasmore than eleven years of experience with Deloitte providing financial statement assurance services and assistance withunderstanding and managing business risks. Stephanie leads audit engagements on both SEC filers and non-public companieswith expertise in the energy, retail and consumer products, and manufacturing industries. Prior to Deloitte she served in severalroles including consultant and franchise tax auditor.Stephanie currently serves in a dual role within the AERS practice. In addition to managing audit engagements, she was recentlyselected by AERS Power & Utilities Industry leadership to participate in Deloitte’s Management Development Program (MDP). Asa participant in the MDP, she provides direct assistance to the Power & Utilities AERS Industry Partners/Principals/Directors todrive national AERS Industry initiatives focusing on maintaining and improving technical quality, supporting growth anddeveloping the professionals of Deloitte. Stephanie serves as one of the liaisons between Deloitte and the NABA Metro DCChapter.Melvin FlowersCorporate VP of Internal AuditMicrosoftAs the Corporate VP of Internal Audit at Microsoft, Melvin Flowers is responsible for providing objective assurance andinsight on the effectiveness and efficiency of governance, risk management, and internal control processes to seniormanagement and to the Audit and Regulatory & Public Policy committees of the board of directors. He is responsible forleading the Internal Audit Department, Enterprise Risk Management, and the Financial Integrity Unit.Before joining Microsoft, Flowers held leadership positions at Novatel Wireless, ACT Networks and Spectra Med Inc. Healso served as President of Pacific Earth Resources and as a member of the Gold Coast branch of the MIT EnterpriseForum. He is currently on the Advisory Board of Blacks at Microsoft, is a board member of Enterprise Mobile, and a mentorfor the College Success Foundation.Flowers graduated from Northern Illinois University with a Bachelor of Science in accounting. 12 | P a g e

Teresa GregoryTraining and Development SpecialistAccelerateTeresa Gregory, Training and Development Specialist at Accelerate, has been developing content and instructing for over 20years. Prior to joining Accelerate, Teresa worked at Microsoft and helped create the Finance Academy where she designedand created the online training programs for Finance Tools, to include managing all aspects of the Finance AcademyProgram. In addition to the work for the Finance Academy, Teresa was the lead designer for the first companywide mandatorytraining at Microsoft, “Standards of Business Conduct.”Currently Teresa focuses her time on designing and delivering more than a dozen training programs per week at Microsoft forthe Work-Life Productivity Team. The Work-Life Productivity Program is designed to help employees, vendors, and contingentstaff utilize productivity tools more effectively. In addition to working on the Work-Life Productivity Team, Teresa is an integralpart of Accelerate, a privately held, woman owned company founded in Redmond, WA, with team members located acrossthe US and India. Since the early 2000s, Accelerate has been providing project management and consulting services toorganizations, enhancing workforce performance, and driving ROI. Accelerate focuses on leveraging the latest developmentsin technology, coupled with the best of time and project management techniques to enhance workforce productivity.Accelerate develops custom solutions to propel businesses forward.Alice Grey HarrisonDirector, Corporate CommunicationsDixon Hughes GoodmanAlice Grey Harrison is an award winning communications professional. She directs corporate communications for DixonHughes Goodman, a US top 20 accounting firm with more than 2,000 professionals. Alice Grey works directly with the firm'ssenior leadership to develop and implement a communications program that resonates with partners, employees, prospectiveemployees, clients and other community constituents. In addition to her role with Dixon Hughes Goodman, Alice Grey servesas the Global Marketing Chair for Praxity, the 8th largest international alliance of accounting firms. In this role she worksclosely with the Praxity executive director to develop brand positioning and strategy for the 550+ member firms. 13 | P a g e

Wayne HamiltonSenior Director, Global Tax ControversyWalmartWayne is currently the Senior Director, Global Tax Controversy. In this role, he has oversight of all federal and state tax auditsand partners with associates around the globe on international controversy strategy and resolution.Wayne joined Walmart in February 2009 as leader of the Federal Controversy team with responsibility for managing all federalcontroversy matters. In June 2014, Wayne took on a rotational assignment as the leader of the Property Tax team where hewas responsible for managing the company’s $1.4B of property tax expense. Prior to joining Walmart, Wayne worked for JMFamily Enterprises, Inc., where he held a number of positions over a nine-year period, including Tax Counsel. Additionally,Wayne worked as a tax attorney for General Motors and District Counsel – IRS.Wayne received his Bachelor’s degree in Health Psychology from Andrews University; his Juris Doctorate degree, summa cumlaude, from North Carolina Central University; and his Masters of Law (Taxation) degree from the University of Florida. He is amember of the Tax Executives Institute and the American Bar Association.Bernitza LafleurManager - IT Risk Assurance (ITRA)Ernst & YoungBernitza Lafleur is a Manager in Ernst & Young’s IT Risk Assurance (ITRA) practice which provides clients with IT internal auditassistance, IT SOX reviews, SSAE16s reviews, risk and control improvements. Bernitza leads teams in the management andexecution of internal audits, risks assessments, and IT SOX reviews and has over 8 years of technology and businessconsulting experience in the financial services industry serving banking, asset management, and insurance clients. 14 | P a g e

Phil MahereAuditing Services, Methods and ToolsPwCPhil completing a tour of duty in PwC’s National Office in the Auditing Services, Methods and Tools group where he wasprimarily focused on policy and methodology matters impacting the Firm. During his tenure with PwC he has led engagementsand projects including implementation of complex accounting pronouncements, internal controls reviews and SOX 404compliance reviews. He has served on clients in several industries including Technology, Energy, Power & Utilities andEntertainment & Media. In his career he has worked in various PwC offices including Harare - Zimbabwe, Johannesburg -South Africa, San Jose, Boston, San Francisco and New Jersey.He is a member of the AICPA and holds CPA licenses in Massachusetts, California, New Jersey and Illinois. He is also amember of the Institute of Chartered Accountants of Zimbabwe. Phil is a former board and council member at Freedom Houseand Citizen Schools.John MartinSenior Director – Global Tax Reporting, Compliance, and PlanningWalmartJohn is Senior Director – Global Tax Reporting, Compliance, and Planning. In this role, he is responsible for managing theglobal tax reporting function under ASC 740, the federal and state compliance efforts comprising over 1,000 tax returns, as wellas the federal and state domestic planning process.Prior to joining Walmart, John served as the Tax Operations Leader for the largest lending and leasing segment within the GECapital – Americas division. As the Tax Operations Leader, he was responsible for the forecasting, ASC 740, compliance, andcontroversy aspects of the segment. Before the Tax Operations Leader role, John served as the Global Tax Controller for GECapital – Americas division with responsibility over the global tax reporting function of the thirteen platforms comprising thedivision.Before joining GE Capital, John worked with Ernst & Young for sixteen years in the San Jose, San Francisco, Dallas, andAustin offices. He was responsible for the review and audit of the ASC 740 quarterly and annual computations for Fortune 500companies as well as coordinating the overall tax service delivery function for assigned accounts. John was a frequent speakerat internal and external technical training sessions regarding ASC 740. John received his Bachelor’s in BusinessAdministration and Master’s in Professional Accounting with a Tax emphasis from the University of Texas at Austin. He is aCertified Public Accountant and also a member of the Tax Executives Institute (TEI). 15 | P a g e

James NewlandsLeader: EY’s Americas-Africa Business CenterErnst & YoungJames leads EY’s Americas-Africa Business Center based in New York. In this role he works with key EY accounts in theAmericas, across a range of sectors, to assist them in developing, stress-testing and executing their Africa growth strategies,bringing to bear the practical experience he has gained in building EY’s business in Africa.James is a senior partner in the South African firm, having more than 32 years’ experience in providing assurance and advisoryservices to a number of the firm’s leading clients in the Oil & Gas, Retail and Consumer Products and Life Insurance sectors. Hehas also held a number of leadership positions in the firm, including Africa Oil & Gas Sector Leader and Western Cape RegionalSenior Partner. Over the past four years James was responsible for leading the execution of EY’s Africa Investment Plan. Thismulti-year plan is focused on building capacity, expanding the firm’s footprint and enhancing EY’s brand across 28 countries inSub-Saharan Africa.Alan Patterson Ph.D.Business Learning Institute\"Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent anddrive effective organizational change. He has more than three decades of international consulting experience in changemanagement, leadership development, and executive coaching. In 2006, he formed MentorÉ, a consulting organization thatfocuses on aligning leadership, strategy, roles, and skill sets to major shifts in the business. Prior to MentorÉ, Dr. Pattersonworked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talentdevelopment initiatives.Dr. Patterson’s expertise has been tapped by many global and national organizations, including Anheuser-Busch, Biogen,Entergy, Federal Reserve Bank, Johnson & Johnson, Hewlett-Packard, Major League Baseball, Merck, Sea World, ShirePharmaceutical and the United States Navy.A published author, Dr. Patterson has been a featured speaker and workshop leader for several national associations, includingserving as a national expert resource for the American Institute for CPAs (AICPA) and many state CPA associations.\" 16 | P a g e

Robert PeterkinSupervisor, Risk Advisory ServicesRSM US LLPRobert Peterkin provides financial, compliance and operational audit and consultation services to a variety of industries—primarily the financial services industry. He has 13 years of experience including assurance, internal audit and regulatory riskmanagement.In his current role, Robert consults on internal controls including operational, regulatory compliance and assists engagementteams on internal audits. His focus is on ensuring the clients benefit from industry specific experience and delivering value to theclient. This is done through identifying inefficiencies in operational practices, discovering cost savings techniques that could bedeployed, and providing solutions to regulatory issues as well as increased revenue possibilities.Prior to joining McGladrey, Robert served over five years as a risk management examiner at the Federal Deposit InsuranceCorporation (FDIC), providing operational and credit risk management and regulatory guidance to the Atlanta region’scommunity banks. While at the FDIC, he performed two case manager assignments and provided off-site monitoring to banksand bank holding companies via other agency reports and FFIEC reports (Call Report, Uniform Bank Performance Report, FRBY-9C) as well as monitored troubled institutions as they progressed through enforcement actions. He served in multipleengagement lead roles including examiner in charge, asset manager, and operations manager. In these leadership roles hemanaged the entire examination team, reviewed the Allowance for Loan and Lease Losses (ALLL) and conducted creditreviews, and reviewed the individual operational components (Capital, Management, Earnings, Liquidity, and Sensitivity toMarket Risk). He has also performed assurance and SOX procedures while working at a public accounting firm where his clientsincluded manufacturing, health care, nonprofit, and financial institutions. Brian Portman Principal, Advisory Services Ernst & Young Brian Portman is a Principal within the Financial Services Office of EY’s Advisory practice. He has over sixteen years of management experience and eleven years of experience in the financial services industry serving a variety of clients, primarily in the areas of internal audit, compliance and risk management. 17 | P a g e

Lynette Richmann Vice President, Global Audit, U.S. Walmart Lynnette Richmann joined Walmart in Feb 2015, as Vice President, Global Audit, U.S. Lynnette leads Walmart’s U.S Audit Team, covering Walmart US and Sam’s Club. Additionally, she leads Audit’s Global Functional Teams, which lead globally focused audits across Finance, Compliance and Business Operations. Throughout her career, Lynnette has gained extensive leadership experience in risk management and internal audit practices with large consulting and corporate firms. Prior to joining Walmart, Lynnette was VP Finance-Enterprise Risk Management at BMC Software in Houston. Before moving to Houston with BMC Software, Lynnette was based in Seattle, Washington for 21 years. For three years, she served as the VP Risk Management, Compliance and Audit at Clearwire Corporation, an early-stage national 4G Wireless provider, prior to its acquisition by Sprint. Previous to Clearwire, Lynnette was a Partner with KPMG, in their IT Advisory and Risk Advisory Services practices, serving many large, multi-national companies across several industries. Earlier in her career, Lynnette was an Audit Manager with Arthur Andersen and a Chief Compliance Officer for a large regional health care system. Lynnette graduated from Michigan State University with a B.A in Accounting and MBA in Finance and Management Information Systems. She is a CPA, license by the State of Washington. Lynnette values a healthy and active life-style. She participates in long-distance triathlon events, including Ironman and half- iron distance races. In addition to swimming, biking and running, Lynnette enjoys mountain biking, yoga, weight training, scuba diving and travel. Lynnette and Damon recently moved to NWA, and find the hills, trees and lakes to be a nice change from the flat lands, freeways and traffic of Houston.Derrick RomanInternal Audit Services LeaderPwCDerrick is the current Internal Audit Services Leader for the Greater Michigan regional practice and serves as Risk AssuranceLeader for the national automotive industry practice for PricewaterhouseCoopers (PwC). In that capacity, he has workedextensively with senior financial management teams, internal audit departments, and boards of directors on a variety of riskand control projects. He has been identified and trained within PwC both as a Sarbanes-Oxley (SOX) Specialist and anInternal Controls Specialist. 18 | P a g e

Gwendolyn D. Skillern, CPA, CGMA, CRMASVP and General AuditorCareFirst BlueCross BlueShieldGwendolyn D. Skillern, CPA, CGMA, CRMA is SVP and General Auditor for CareFirst BlueCross BlueShield where she isresponsible for directing internal audit and assurance services for all essential operations and conducting specialinvestigations to detect and recover health care fraud and abuse. Ms. Skillern is a member of the American Institute ofCertified Public Accountants, the Institute of Internal Auditors and is a member of the board of directors of numerous non-profit organizations. Ms. Skillern is a Certified Public Accountant, has a Certification in Risk Management Assurance and is agraduate of the Greater Baltimore Committee and the State of Maryland Leadership Programs. She received a B.S. from theUniversity of California at Berkeley and a M.B.A. from Stanford University. Lisa Stone VP of Human Resources Business Partner Freddie Mac Lisa currently holds the position of VP of Human Resources Business Partner for Freddie Mac, where she is responsible for the developing and executing the HR strategy for multiple businesses including: Multifamily, Enterprise Risk Management, Internal Audit, Information Technology, Investments Capital Markets, Legal, HR and Diversity & Inclusion. Lisa has enjoyed working at Freddie Mac since 2009. Lisa has over 15 years of leadership experience in Human Resources, specializing in: HR strategy, career development, diversity and inclusion, and leadership development/executive coaching. Prior to coming to Freddie Mac, Lisa served as the head of Human Resources for New Media Strategies (NMS), the industry pioneer and global leader in Web 2.0 Online Brand Promotion and Protection. Before NMS, Lisa spent over six years with Internet giant AOL as a Global Human Resources Business Partner. Lisa’s professional career began at HSBC (formerly known as Household International, Inc.) where she served for over nine years in various sales and operations leadership positions before moving into the human resources discipline. Some of Lisa's prior accomplishments include launching and facilitating diversity leadership training at HSBC; creating a diversity workshop for the American Society for Training and Development (ASTD), called Corporate Kaleidoscope. Lisa volunteers as a workshop facilitator and corporate sponsor for Training Futures (a Northern Virginia Family Services program), that provides professional clothing and ongoing job training and/or job readiness programs for women and men seeking employment. In addition, Lisa has also been invited as a keynote speaker at the Washington, D.C. Chapter of the National Society of Black Engineers (NSBE) where she presented, \"Managing Your Personal Brand.\" 19 | P a g e

Jefferey L. TateSenior DirectorWalmartTate is the for The Dow Chemical Company, based in Midland, Michigan, at the company’s global headquarters. As leader ofthe Corporate Audit department, Jeff is responsible for assessing the adequacy of accounting, financial, and operating controlsof Dow’s global operations. Jeff is a Certificate Public Accountant and serves on the Public Company Accounting OversightBoard’s (PCAOB) Standing Advisory Group, the Corporate Advisory Board of NABA, and is also a member of the MidlandCommunity Center Operating Board; internally, he oversees the Finance function’s diversity and inclusion initiatives and servedas past National Co-Chair of the African American Network.William R. ThomasExecutive Director Advisory ServicesErnst & YoungTate is the for The Dow Chemical Company, based in Midland, Michigan, at the company’s global headquarters. As leader ofthe Corporate Audit department, Jeff is responsible for assessing the adequacy of accounting, financial, and operating controlsof Dow’s global operations. Jeff is a Certificate Public Accountant and serves on the Public Company Accounting OversightBoard’s (PCAOB) Standing Advisory Group, the Corporate Advisory Board of NABA, and is also a member of the MidlandCommunity Center Operating Board; internally, he oversees the Finance function’s diversity and inclusion initiatives andserved as past National Co-Chair of the African American Network. 20 | P a g e

Celia ThompkinsChief Audit ExecutiveThe Dow Chemical CompanyTate is the for The Dow Chemical Company, based in Midland, Michigan, at the company’s global headquarters. As leader ofthe Corporate Audit department, Jeff is responsible for assessing the adequacy of accounting, financial, and operating controlsof Dow’s global operations. Jeff is a Certificate Public Accountant and serves on the Public Company Accounting OversightBoard’s (PCAOB) Standing Advisory Group, the Corporate Advisory Board of NABA, and is also a member of the MidlandCommunity Center Operating Board; internally, he oversees the Finance function’s diversity and inclusion initiatives andserved as past National Co-Chair of the African American Network.Megan TurnerSenior Manager - Advisory ServicesErnst & Young LLPMegan Turner is a New York-based Senior Manager within the Financial Services Office of EY’s Advisory practice. She hasover eight years of experience in auditing, project management and risk and advisory services. Megan’s primary area of focusis banking and capital markets. Megan has led the complete redesign of the risk assessment methodology for a globalinternal audit function and establishment of requirements for the related risk assessment tool.She has worked with several internal audit functions of US based affiliates of foreign banking organizations (FBO).Specifically, she has provided professional practices services in support of the annual planning and risk assessment process,quality assurance reviews, methodology development and enhancements and implementation of audit management software.She also led a project to develop a target operating model for US internal audit affiliates of an FBO to comply with FRBenhanced prudential standards.Megan has managed the external quality assessment of the internal audit function for an organization with over $2 trillion inassets. This review included a gap assessment of key internal audit processes against OCC “strong” audit attributes and FedSR 13-1 guidance and industry best practices with consideration of the overall effectiveness and efficiency of the function. Shealso subsequently helped facilitate the development of the 3-year internal audit strategic plan and the execution of the relatedstrategic initiatives. 21 | P a g e

Megan rejoined EY in 2013 from First Horizon National Corporation where she served as the Professional Practice Managerfor the Internal Audit Division. In this role, she provided operational oversight in the areas of quality assurance, talent andresource management, audit plan development and execution, and continuous improvement initiatives. She also led theannual risk assessment and planning process, maintained the audit methodology including alignment with the IIA standardsand applicable regulatory requirements. She also served as the liaison with the external auditors, regulators and businessstakeholders.Megan has experience leading and executing audits of various banking and capital markets areas including, but not limited to,BSA/AML and OFAC program, enterprise governance and various lending functions.Prior to First Horizon, Megan was a Senior Advisor in EY’s Business Advisor Program. In this capacity she worked on a varietyof engagements including the development of a control structure, policies and validation framework for the acquired impairedloan accounting process, the creation of an automated TDR reporting tool and executionof a data privacy assessment. Anthony Walker Vice President – Specialty Tax Walmart Anthony Walker is Vice President, Specialty Tax at Walmart. In this role, he is responsible for managing all aspects of Walmart’s $17.0B Specialty Tax function including planning, compliance, and systems. The Specialty Tax area includes Sales & Use Tax, Property Tax, Product Tax, Tobacco, Fuel and other excise taxes. Prior to Walmart, Anthony served as Senior Vice President and Head of Finance for Red Lobster – formerly a division of Darden Restaurants. Anthony also spent three years as Vice President and Head of Tax at Darden with responsibility for all tax-related planning, audit, accounting, and compliance activities across the enterprise. In addition, Anthony held progressively responsible positions at Yum! Brands, Inc., Cox Enterprises and Arthur Andersen, LLP. Anthony received a Bachelor’s degree in Accounting and a Master of Accountancy degree (Tax concentration) from the University of Georgia. He also received an MBA from the Kellogg School of Management at Northwestern University. He is a CPA and member of the Tax Executives Institute. 22 | P a g e

Tracey WalkerNational Director of Government Relations and DiversityRSM US LLPAs National Director of Government Relations and Diversity for the global RSM organization, Tracey serves a dual role for thenation’s fifth largest accounting and consulting concern, RSM LLP. She leads national public policy and lobbying effortsdriving business growth externally, while also defining diverse policy and executing programs internally for 9,100 employeedomestic and 32,000 global workforce as well as the firm’s supplier and business partner diversity programs.Previously, Tracey led RSM service initiatives within federal agencies. As the Financial Services Sector Leader, she drovespecialized financial advisory teams to address government finance client needs in lending, compliance, financialmanagement and reporting, risk and technology. She has 18 years of federal and state government solution, public policy andlegislative affairs experience and is the firm’s registered corporate representative before state legislative, federal agencies andCongressional lawmaking officials.She is, concurrently, Vice President of the Government Transformation Initiative (GTI), of which RSM LLP is a foundingcoalition member, serving under former US Comptroller David M. Walker, and with AICPA President CEO Barry Melanconand others, to drive federal program transformation, innovation and policy.Her career at RSM spans the last twelve years and includes leadership of corporate programs, and procurement teams.Tracey was selected by Richard J. Caturano, the AICPA Past Chairman, and RSM National Leadership Partner, to DirectRSM’s National Culture Diversity and Inclusion (CDI) initiatives. This includes diverse trade organization participation (NABA,ALPHA and Ascend corporate leader), RSM Employee Network Group leadership and management. The role incorporatesgovernment affairs, client and talent experience efforts across the $1.5 Billion RSM enterprise; advising the CEO andCombined Leadership Team on matters of diversity and policy.An RSM spokesperson, Tracey is the 2016 “Face of RSM” and represents the firm in all national media campaigns. Shespeaks frequently on diversity topics and has received numerous firm and professional recognitions and honors includingRSM Future-maker, RSM Excellence and Champion for Growth. Her philanthropic efforts include college prep, financialliteracy, aid and access for students across the U.S. 23 | P a g e

Louise WeingrodVice President, Global TaxationJohnson & JohnsonLouise Weingrod is Vice President, Global Taxation at Johnson & Johnson. Together with a team of highly talentedprofessionals, Louise is responsible for all aspects of taxation for Johnson & Johnson’s pharmaceutical, medical device andconsumer businesses around the world, including L&A, supply chain, pricing, audit, tax technology and compliance andreporting.Louise joined Johnson & Johnson in 1999 as a Senior Tax Attorney and has held the positions of Associate Tax Counsel andVice President, Tax Counsel. Prior to Johnson & Johnson, Louise was a member of the Tax Group at Cleary, Gottlieb, Steen &Hamilton, a New York City law firm. Prior to Cleary, Louise was a Tax Associate at Lowenstein, Sandler, Kohl, Fisher & Boylan,a New Jersey law firm.Louise holds a J.D. from Columbia University Law School, an M.A. and a Ph.D. in English and American Literature fromBrandeis University, and a B.A. from Muhlenberg College. Prior to attending law school, Louise taught English and AmericanLiterature and Women’s Studies.Art Werner J.D., MSTBusiness Learning InstituteArt Werner is currently a shareholder in the law firm of Werner & Rocca, P.C. His areas of practice include business, tax,financial, and estate planning for high net worth individuals. In addition to the practice of law, Art is an adjunct professor oftaxation in the Master of Science in Taxation program at the Philadelphia University. He received his Bachelor of Science inAccounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware LawSchool. A member of the Pennsylvania Bar, Art lectures extensively in the areas of estate planning, financial planning, andestate and gift taxation. He has presented in excess of 500 seminars to certified public accountants and financial planners overthe past decade. He has been rated as having the highest speaker knowledge in Pennsylvania by the Pennsylvania Institute ofCPAs, earned the AICPA Outstanding Discussion Leader Award in Nevada, the Florida Institute of CPAs OutstandingDiscussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award. 24 | P a g e

Christopher R. Wilkinson CISSP, CRISCSenior ManagerCrowe HorwathChristopher is the Senior Manager with over 15 years of experience overseeing Business Continuity Planning andPenetration Assessments for Crowe’s Technology Risk services group. Christopher has been with Crowe for over 13 yearsand currently manages enterprise security assessments for clients in a variety of industries.Carly WilliamsU.S. Diversity Recruiting LeaderPwCCarly Williams is the U.S. Diversity Recruiting Leader at PwC, one of the world’s largest professional services firms. She isresponsible for the overall diverse recruitment strategy at the firm, including programs and initiatives for students as well asminority conferences, agency and organization outreach for experience hires. She is also overseeing the strategy of ourdisability and veterans recruiting initiatives. In her role, Carly leads PwC's efforts to attract, engage and hire diverse full-timeprofessionals and interns from nearly 200 universities where PwC actively recruits. She drives the strategy behind PwC’sdiverse student programs, such as the Start Internship Experience and the Diverse Stipend Program and leads our efforts atall diverse recruiting conferences such as NABA, ALPFA, Ascend. Carly visits college campuses across the country,frequently presenting to large groups of students to inform them of opportunities at PwC, possibilities with choosing a careerin accounting, session on cultural dexterity, resume & interviewing workshops and how to position themselves for success.After two years working as an HR generalist for a training company, Carly began her career in the PwC Atlanta office in1999 as an HR Coordinator. She quickly moved into campus recruiting as a career and led all recruiting efforts atuniversities and colleges throughout North Carolina, South Carolina, Tennessee, Alabama, Florida and Georgia. Prior toassuming her current role, Carly was the Market Recruiting Leader in Atlanta and joined the U.S. Recruiting Team’s nationaloffice as the Diversity Recruiting Leader in 2011. Carly earned her degree in business administration from Mercer Universityin 1997 and obtained her Professional Human Resource Certification (PHR) in 2009. She lives in Atlanta, Georgia with herhusband, Tom, and two children Luke & Morgan. She loves to cook and is an avid traveler, visiting 34 states in the US and32 countries around the globe. 25 | P a g e

Darcy Wilson-JonesPartner, Assurance ServicesRSM US LLPDarcy Wilson-Jones is an assurance partner in the Los Angeles office of RSM and serves as the principal point of contact forclients. She provides services to a wide variety of industries including manufacturing, wholesale distribution and professionalservices, as well as construction companies. Darcy has extensive experience in providing auditing and accounting services tomiddle-market companies.Darcy has over eighteen years of experience in public accounting. Prior to joining RSM in 1997, she was with a Big Four firm. 26 | P a g e