2015 University of South Florida Accounting Circle Conference … USF... · 2018-05-14 · Dan specializes in providing auditing and accounting services for clients in the retail

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!!