2015 University of South Florida Accounting Circle Conference … USF... · 2018-05-14 · Dan...
Transcript of 2015 University of South Florida Accounting Circle Conference … USF... · 2018-05-14 · Dan...
2018 University of South Florida Accounting Circle CPE Conference
Speakers May 17-18, 2018
4202 E. Fowler Ave. BSN3403 Tampa, FL 33620
Dan is a Partner in the Professional Practice
Group – Practice Advisory with KPMG. Dan
has over thirteen years of experience in audit
and accounting for both public and private
companies, including integrated audits and
audits of employee benefit plans. His
experience includes such areas as revenue
recognition, leases, business combinations,
stock compensation, income tax, impairment,
and SEC reporting.
Dan specializes in providing auditing and
accounting services for clients in the retail and
hospitality industry. Currently in the
Professional Practice Group, Dan provides
technical support to domestic and international
operating offices and their clients in addressing
and resolving complex accounting, auditing,
and SEC related issues.
Dan received his BS and MS degree in
Accounting from the University of Florida. He is
member of the American Institute of Certified
Public Accountants and a Certified Public
Accountant licensed in Florida and New York.
Kurt Blass is a Director at CFO Alliance in
Tampa, where he serves as part of the private
equity and mergers and acquisitions team
focusing on the insurance and financial service
sectors. Kurt also serves as a member of the
USF Accounting Circle Board.
Prior to joining CFO Alliance Kurt served as
SVP of agency operations for a national title
insurance underwriter. He has spent the
majority of his career in the financial services
sector including various roles within the
insurance and mortgage industries.
After graduating from the University of Georgia,
he began his career within the insurance
practice group at Coopers and Lybrand in
Jacksonville, Florida. He has served as a board
member for several insurance companies within
Florida and Puerto Rico, including the roles of
Chairman of the Accounting and Escrow
Advisory Committee for Southern Title Holding
Company and Treasurer of Alliance Title of
America Inc.
Kurt and his family enjoy anything involving
saltwater. Boating time is spent with his wife,
daughter and son enjoying offshore fishing,
scalloping and lobster diving in the Florida
Keys. He also enjoys serving through his
church, and travelling during summer vacation.
Daniel Amat KPMG
Partner
Kurt Blass CFO Alliance
Engagement Director
Ken Bowles is a seasoned executive with over
18 years of experience in corporate leadership
and finance in the manufacturing and
technology industries. As CFO, Ken has
primary responsibility for managing the firm's
financial growth. In this role, he has oversight
of accounting, finance, forecasting, and private
and institutional financing.
Prior to WilsonHCG, Ken was the CFO of
Tribridge, a local technology firm in Tampa.
Tribridge is a technology services firm
specializing in business applications and cloud
solutions. Ken was responsible for the overall
finance strategy, as well as driving operational
excellence to impact growth and maximize
profits.
Prior to Tribridge, Ken spent 15 years at GE
and held numerous progressive finance roles
across multiple GE businesses with
experiences in commercial finance, supply
chain, financial planning & analysis, and
mergers & acquisitions.
Prior to GE Ken served as an Officer in the US
Army supporting the 2d Infantry Division and
the US Army Finance School.
He holds an MBA from the University of South
Carolina and a Bachelor's Degree from Xavier
University.
Jeanie Chmelir is the Director of Corporate
Audit Services for TECO Energy since July
2017. She’s responsible for providing
assurance and advisory services designed to
evaluate and improve the effectiveness of risk
management, governance, and internal controls
at TECO Energy and its subsidiaries.
In her role within audit, she has lead audit and
advisory engagements related to areas such as
data analytics, control optimization, system
implementations, operational process
improvements, and third party management
analysis. Her background consists of internal
audit at Atkins North America and external audit
at Ernst & Young LLP. Audit has provided her a
productive setting for her genuine curiosity and
desire to aide management in fulfilling their
objectives.
Jeanie received her BS in Accounting and
Master of Accounting from Florida State
University. She is a Certified Public Accountant.
She is married with two children, Macy (7) and
Campbell (5) and also enjoys water sports and
college football.
Ken Bowles WilsonHCG
CFO
Jeanie Chmelir Tampa Electric
Director Corporate Audit Services
Sue Courtright Taylor White Consulting
Senior Consultant & Control Assurance Engagement Director
Sue Courtright has her Bachelor’s degree in
Accounting, coupled with CPA certification and
35+ years of professional experience in the
Accounting profession. She is a former Senior
Audit Manager with PricewaterhouseCoopers,
and has held senior leadership roles in the
industry, including VP of Finance, Controller and
Chief Financial Officer. She has served for the
past 14 years with Taylor White Consulting as a
“go to” resource for engagements
encompassing interim Controller/CFO services,
SEC reporting and transactions, GAAP/technical
research, and Sarbanes-Oxley Control
Assurance services.
Sue is routinely called upon to advise on
complex business transactions and the related
accounting and disclosure implications. She
also serves as a functional and IT engagement
lead on Taylor White’s Sarbanes Oxley and
Control Assurance team. Her industry exposure
includes insurance, professional services,
financial services, real estate, health care,
utilities and telecommunications and
manufacturing/distribution, among others.
She resides in South Tampa with her husband,
Frank, and is an active member of Junior
League of Tampa.
Paul Dunham CBIZ MHM
Tax Managing Director
Paul is a Managing Director in the Tax Group of
CBIZ MHM. His more than twenty-five years of
experience in public accounting include six
years with KPMG LLP. He is a CPA and also
holds the designation of Certified Valuation
Analyst.
He has served both public and privately held
companies on a wide range of tax issues,
including implications of corporate acquisitions
and divestitures, S corporation and partnership
operations, income tax accounting methods,
estate planning, real estate investment and
related taxation. He also has experience in
valuing family limited partnerships and closely
held business interests.
His relevant industry experience includes retail,
manufacturing, distribution, professional service
firms, automotive dealers, real estate
investment, and high wealth individuals. Paul
has represented numerous clients before the
Internal Revenue Service and the Florida
Department of Revenue. Notably, he has
represented clients at the IRS national office in
Washington, D.C.
He has been a graduate level tax lecturer at the
University Of South Florida School Of
Accountancy and is an instructor for Firm wide
national training.
Katie Guice is the Director of Customer Solutions
and Strategic Projects for Tampa Electric since
April 2017. She’s responsible for improving
customer-facing programs, products and services
to meet customers evolving expectations.
In her prior role as director of Customer
Relationship Management (CRM) Strategic
Solutions, she led a two-year, $80 million
implementation of SAP’s Customer Relationship
Management & Billing system to modernize legacy
mainframe billing systems at Tampa Electric and
Peoples Gas. Guice was previously director of
Business Strategy for TECO Energy where she
learned of top industry issues and collaborated with
strategic initiative teams, and coordinated the
strategic planning process. Her roots in Internal
Audit at TECO, Publix Supermarkets and Ernst &
Young, LLP gave her broad business experience,
sound project management skills, and a passion
for continuous improvement and innovation.
Guice received her BS in Accounting and Masters
of Accounting Information Systems from Florida
State University. She is a Certified Public
Accountant, Certified Information Systems Auditor,
and Certified Internal Auditor. She is married with
two children, Rylan (10) and Olive (8) and enjoys
cooking and making craft cocktails for friends.
Katie Guice Tampa Electric
Director, Customer Solutions
& Strategic Projects
Brooke Evans CFO Alliance
Founder
It takes an entrepreneur to truly understand one.
That is why CFO Alliance founder Brooke Evans
is one of the most sought-after financial
executives in the industry. Brooke’s unique brand
of creativity, passion and practicality, backed by
years of “Big 4” training and senior-level
experience, serve as the foundation for the CFO
Alliance’s mission to help people prosper.
Brooke founded CFO Alliance in 2008, and since
then has grown the company significantly,
serving over 150 clients. CFO Alliance was
named #1388 on the 2017 Inc. 5000’s list of
fastest-growing companies in the country and
#11 on the Seminole 100 list of fastest-growing
businesses owned by Florida State University
alumni.
Before CFO Alliance, Brooke served as CFO of a
$200 million company in the construction
industry. She also spent ten years in various
leadership roles at Arthur Andersen and Deloitte
& Touche, serving a portfolio of audit clients,
including privately held start-up companies and
multi-national Fortune 500 enterprises. Brooke
began her career after graduating from Florida
State University and obtaining her CPA license.
Deeply committed to the Tampa community,
Brooke serves a variety of organizations,
including the Florida Funders Investment
Committee and the ACG Tampa Bay’s Board of
Directors.
Nicole Jackson is the Vice President of FP&A for
the North America division of Refresco, the
world’s largest independent bottler of beverages
for retailers and brand owners. Refresco is a
new name to the Tampa Bay area with the
recent purchase of the bottling activities of Cott
Beverages. During her career, Nicole has held
positions in financial reporting, internal audit,
commercial finance, sales operations planning,
and financial planning and analysis for large
public multinational manufacturers. Most
recently, Nicole has focused the majority of her
time on acquisition and integration activities
related to the Refresco transaction; in addition to
leading the FP&A team.
Nicole is a small business owner here in the
Tampa Bay area, operating two gym franchises
with her husband. In her spare time, she enjoys
spending time with family and chasing around
her toddler son.
Nicole holds a BA in Accounting from the
University of South Florida and an MS in
Accounting from Florida Atlantic University. She
is a licensed CPA in Colorado.
Nicole Jackson Refresco
Vice President of FP&A
Arwin Holmes is EY’s Global Blockchain Technology Operations leader and Open Source practice lead for Digital and Emerging Technology in the US. He has considerable experience in project, program and practice management as well as software development operations coupled with technical acumen to effectively guide development resources and educate business stakeholders on traditional and disruptive emerging technologies. Over the past two years, Arwin has focused his energy on blockchain technology, having led the development of multiple proofs-of-concept and pilots for various cross-industry enterprises including, but not limited to, a multi-national technology company, a major consumer products organization, a large automotive manufacturer, a leading energy provider and a major logistics provider. When he's not educating folks on the latest in emerging technology, you may find him teaching tai chi or training for his second-degree black sash in kung fu. Arwin is based in New York City and has a dual degree in Computer Science and Computer & Systems Engineering from Rensselaer Polytechnic Institute.
Arwin Holmes EY
Global Blockchain Technology
Operations Leader
Peter Klipa MetLife
Director
Harry Kimball, CPA Healthcare Risk Vice President
CHAN Healthcare
Harry is a Vice President located in Tampa,
Florida with 13 years of professional healthcare
experience, and joined CHAN Healthcare in
2016.
As Vice President, he leads deployment of
several internal audit models, inclusive of
ongoing and project based models, risk
assessments, risk based audits; and provides
valuable insight to his internal audit teams for
audit findings, remediation plans, and continuous
improvement. Such healthcare areas include: risk
assessments, operational processes, charge
capture, physician and general contract
management, expense reimbursement including
executives and physicians, human resources,
physician practices, revenue cycle, third-party
vendor management, controlled substances, and
various projects performed under attorney client
privilege.
Prior to joining CHAN Healthcare, Harry was a
senior manager with a “big four” accounting firm,
and primarily focused on not for profit healthcare
providers. While at the firm, he gained deep
knowledge in healthcare financial reporting and
planning and performing financial statement
audits.
Peter is a director in MetLife’s investments
finance department specializing in derivatives and
complex investments. He is a Certified Public
Accountant and licensed in the state of Florida
and also is a member of the American Institute of
Certified Public Accountants. He has extensive
experience in accounting and business
operations and the related compliance landscape
both domestically and internationally as well as at
the federal and local levels.
Prior to MetLife, Peter worked in public
accounting for both Deloitte and CBIZ serving
various industries including financial services,
insurance, manufacturing, retail, technology and
telecommunications. While at Deloitte and CBIZ,
he worked in audit and assurance services and
consulting -- performing and managing audits as
well as executing and overseeing consulting
projects and M&A due diligence. His experiences
are with both large SEC-registered enterprises
and small private companies. He has experience
with operational business strategies, business
technology platforms and technical accounting
issues surrounding complex transactions.
Peter currently lives in Lithia, FL (a suburb of
Tampa) with his wife, Kira and his two daughters,
Reese and Ainsley.
Cary D. McMillan, 60, is Chief Executive Officer
(CEO) of True Partners Consulting LLC and
one of its founders. Before True Partners, he
was Chief Executive Officer of Sara Lee
Branded Apparel and Executive Vice President
of Sara Lee Corporation. He joined Sara Lee in
1999 as Executive Vice President and Chief
Financial Officer.
Prior to Sara Lee, Mr. McMillan held a number
of positions at Arthur Andersen, including
Managing Partner of its largest office in
Chicago.
Mr. McMillan is a graduate of the University of
Illinois. He currently sits on the board of
directors for American Eagle Outfitters as the
Chair of the Compensation Committee and a
member of the Audit Committee. He is a
member of the board of directors for Hyatt
Hotels and sits on the finance and audit
committees. He previously served as a member
of McDonald’s, Hewitt Associates and Sara
Lee’s board of directors. He is also a board
member of several nonprofit organizations in
the Chicago area, including Chairman of the
School of the Art Institute of Chicago, the Art
Institute of Chicago, WTTW and Millennium
Park.
Cary McMillan True Partners Consulting LLC
CEO
Matt McNamara Assurance Dimensions
Managing Director
Matt McNamara has been practicing as a Certified
Public Accountant for 19 years. He began his
career at two of the world’s largest accounting
firms, Arthur Andersen and Grant Thornton,
before moving over to the industry sector as
corporate controller for Anchor Glass and director
of internal audit for MarineMax Corporation. He
returned to Grant Thornton as a senior manager
to oversee a client list of SEC and private
company audits in the following industries:
technology, manufacturing, construction,
transportation and not-for-profit,. Matt led both
PCAOB, private equity and venture capital
engagements and managed key relationships for
the firm’s portfolio companies. He currently serves
as the managing partner at Assurance
Dimensions.
Matt graduated from the University of Florida in
1998 with a Masters Degree of Accounting. He
holds licenses as a Certified Public Accountant
(CPA) in the State of Florida and nationally, as a
Certified Information Systems Auditor (CISA).
He is a graduate of Leadership Tampa Bay, a
member of the Florida Institute of Certified Public
Accountants, the American Institute of Certified
Public Accountants, Community Association
Institute and works with Junior Achievement and
the Leukemia Lymphoma to support their causes
Nathan Smith CBIZ MHM, LLC
Director
Nathan Smith is a Director in the CBIZ National
Tax Office, bringing over 20 years of experience
in public accounting to provide technical support
and strategic solutions for the firm’s tax
practice. Nathan leads the development of
practice aids and tactical approaches used in
responding to industry and Federal tax
developments in a variety of subject matter
areas.
Nathan also consults nationally to facilitate
delivery of client service opportunities and
solutions, contributes as an author and editor to
the firm's tax thought leadership publications
and assists with the development and
implementation of national tax policies and
procedures.
John Steggles is an entrepreneur, consultant,
speaker and coach, who specializes in
business strategy, new technology
investment and product development. John is
the execution lead for PwC's Emerging
Technology Group, advising clients and
teams on bleeding edge products and
services, including the use of 'Essential Eight'
emerging technologies: 3D Printing, Artificial
Intelligence, Augmented Reality, Blockchain,
Drones, Internet of Things, Robotics and
Virtual Reality.
John joined PwC through the acquisition of
Diamond Management & Technology
Consultants in 2010. He works closely with
senior leadership and other executives
across all commercial verticals and the public
sector, and is an advisor to Wired Magazine's
Emerging Technology Council.
John earned his MBA from the Tepper School
of Business at Carnegie Mellon University,
where he was a James R. Swartz
Entrepreneurial Fellow and recipient of the T.
Jerome Holleran merit scholarship. He also
holds dual Bachelor of Science degrees in
Information Systems and Economics from
Carnegie Mellon University.
John Steggles PwC
Director, Emerging
Technology
Roy Strickland Dixon Hughes Goodman LLP
Managing Partner, Forensics
& Valuation Services
Roy is the Managing Partner of DHG Forensics and Valuation Services. His focus is litigation consulting work with attorneys, providing advisory services for the business, accounting, financial and damage calculation aspects of complex commercial and construction related matters. These matters may include business interruption, lost profits/loss of use, breach of contract, and professional liability.
He also advises on various tort matters, including
calculation of economic damages for personal
injury, wrongful termination and wrongful death.
Roy has been designated as an expert witness
and qualified to testify by report, affidavit,
deposition and/or trial testimony in various
venues including the United States District Court
for South Carolina, the Middle District of Alabama
Southern Division, the Southern District of New
York, the Eastern District of Virginia Norfolk
Division; the Court of Common Pleas in various
South Carolina counties; the Circuit Courts of the
Sarasota Florida Family Law Division and
Montgomery County, Alabama 15th Judicial
Circuit; and the probate court, Charleston
County, South Carolina.
Roy has served as a neutral related to various
business and accounting disputes including
purchase price adjustments. He has provided
testimony for the American Arbitration
Association and FINRA Dispute Resolution.
A two-time conference coach of the year, nationally recognized recruiter and one of the best defensive minds in college football, Charlie Strong was named the fourth head coach in USF football program history on Dec. 11, 2016.
In his first season in Tampa, Strong led the Bulls to a 10-2 record, the program’s third straight bowl appearance and extended a program-record run of 20 straight appearances in the Top 25 rankings finishing the season ranked No. 21.
A two-time Big East Coach of the Year while at Louisville, Strong was also a vital part of two national championships as defensive coordinator at the University of Florida. At USF, he is leading his third program after head coaching stints at the University of Texas (2014-16) and the University of Louisville (2010-13).
Strong experienced great success as a defensive coordinator in the SEC for 11 seasons, including helping the University of Florida win national championships in 2006 and 2008. Since 1995, Strong has coached 15 players selected in the first round of the NFL Draft and had 37 taken in the first four rounds.
He led Louisville to back-to-back Big East Championships in 2011 and 2012 and posted a 37-15 record in four seasons, including a 33-23 victory over No. 4 Florida in the 2013 Allstate Sugar Bowl, completing an 11-2 season.
A native of Batesville, Ark., Strong was a three-year letter winner (1979-81) and three-time all-conference safety at Central Arkansas. He graduated in 1982 with a bachelor’s degree in education. He and his wife, Vicki, have a son, Tory, and two daughters, Hailee and Hope.
Charlie Strong USF Football
Head Coach
Steve serves as Cherry Bekaert’s National Leader for the Information Assurance & Cybersecurity practice. He specializes in risk management, internal control over financial reporting, information system security, privacy, cyber fraud prevention and detection, security and privacy governance, and IT assurance services.
With more than 20 years of experience, Steve provides a variety of IT audit and security services for his clients across multiple industries. His background and knowledge with risk assurance and advisory engagements include information security readiness, cybersecurity, security and privacy attestation services, third-party assurance including HITRUST, cyber risk assessments, vendor risk assessments, disaster recover reviews, privacy reviews, System and Organization Control (SOC) reporting including SOC 1, 2 & 3, as well as other types of attestations and readiness assessments. Steve’s experience ranges from security consulting and implementation to security assessments involving network and attack and penetration testing.
Steve is a nationally recognized writer and speaker on issues in the forefront of cybersecurity, risk and technology publications. He has delivered numerous presentations for various professional organizations and the public. In addition, Steve has provided end-user security awareness training to several clients’ staff, managers, directors, board members and to the general public. He has also performed live hacking demonstrations on simulation systems including network, wireless, mobile, application and web application attacks.
Steven Ursillo Jr. Cherry Bekaert, LLP
Partner, Assurance & Advisory Services
With early name suggestions of “Desert
Rats”, “Florida Chickens,” and even a student
election run-off with the name “Buccaneer”,
the “Golden Brahman” was finally selected as
the official mascot of USF in November of
1962. The students reasoned that, since
Florida was a cattle-raising state like Texas,
USF needed a mascot comparable to the
Texas Longhorns mascot. In the late 1980's,
the mascot evolved into the “Bulls” for
promotional reasons.
Today's Rocky the Bull got his start as a toy
idea for the USF Bookstore in 1965. The first
Rocky was drawn as a cartoon rendition for
Athletics to use in their newsletters. Rocky's
image was first trademarked in 1974 and re-
designed in 1986. Today's Rocky was
unveiled in 2003. Rocky is a regular at USF
football and basketball games and other
campus and community events.
Rocky D. Bull University of South Florida
Mascot
Lynn Pippenger Businesswoman & Philanthropist University of South Florida
Lynn Pippenger spent 16 years as an undergraduate, taking night classes at St. Petersburg College
and USF's St. Petersburg campus while working 50 hours a week in the 1970s and 1980s. After
earning her bachelor's degree, she enrolled in graduate school on the Tampa campus, graduating with
honors from USF's Executive MBA program in 1988.
In 1969 Pippenger started working at Raymond James as a payroll clerk; when she was first hired,
Raymond James was simply a small upstart company. After moving out of the accounting department,
she managed all of Operations and Information Technology, created the Human Resources
Department, and managed Trading Inventories limits for the Investment Banking, and Fixed Income
Departments. She also pioneered the company’s print shop, launched the famous Stock Market Game
throughout the state of Florida, introduced the first PC to Raymond James (which is now enshrined in a
glass case in the lobby), and initiated the company’s switch from the COBOL computer language to
table-driven systems. She served as the company’s Director, Corporate Secretary, Treasurer, and
ultimately the Chief Financial Officer.
On February 17, 2015, USF announced that its School of Accountancy will be named for Lynn
Pippenger. At the event announcing the school's new name, Pippenger told the students, faculty, staff,
and donors, "I was taught to do three things. One, always give back – in time, treasure and talent. Two,
I had to save some of my money. And three, I could spend some. I still do those same things today."
This conference is made possible thanks to the
following:
USF Lynn Pippenger School of Accountancy
Uday Murthy, Director
Katie Davis, Conference Coordinator
Denise Gelia, Office Manager
Sarah Spreadbury, Office Assistant
Beta Alpha Psi, Delta Gamma Chapter
Accounting Circle Board of Directors
Lauren Strope, Cherry Bekaert LLP, Board Chair
Stephany Setrajcic, Jabil, Chair-Elect
CPE Conference Committee Members
Ryan McKenzie, True Partners Consulting LLC, CPE Conference Chair
Joe Bailey, EY
Marie Bell, Concannon Miller
Kurt Blass, CFO Alliance
Brian Bright, Refresco
Dana Burton, CBIZ MHM
Melissa Cosby, Tampa Electric
Bryce Faraguna, PwC
Jennifer Kimball, KPMG
Andrew Menendez, EY
Tanya Pavlik, 1 Source Partners
Sponsorship Chairs
Shannon Ciesluk, CBIZ MHM
Amanda Porupski, CBIZ MHM
Thank you to all of our sponsors!!