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2014 Regional Conference

May 30, 2014 @ 8:30 am - May 31, 2014 @ 1:30 pm

Agenda & Schedule

We have lined up a great group of speakers covering technical, professional development and government/not-for-profit topics.

The schedule for the conference is as follows:

Friday, May 30, 2014
7:30am ‐ 8:30am – Registration
8:30am ‐ 9:55am – Key Note Speaker – Ellen McCarthy, Chief Operating Officer, National Geospatial‐Intelligence Agency (All Tracks)
9:55am ‐ 10:10am – Break
10:10am ‐ 11:00am – Presentations with a Punch ‐Carolyn Thompson, Managing Principal, Merito Group (Professional Development Track); Not‐For‐Profit Tax Update ‐ Joyce Underwood, Director of Nonprofit Tax Services, BDO USA LLP (Government/Not-for-Profit Track)
11:00am ‐ 11:10am – Break
11:10am ‐ 12:00pm – A Litigation Primer for the Wary Accountant ‐ Marion Hecht, Principal, Fraud & Forensic Investigations, CliftonLarsonAllen; and Jeremy D. Rachlin, Esq., JDKatz, P.C. (Technical Track); Financial Pearls of Wisdom Mary Grate‐Pyos, President, Financially Focused, Inc. (Professional Development Track); Non-Profit Revenue Recognition – Charitable Contributions vs. Exchange Transactions – Elizabeth Rogers, Independent Consultant, Interim CFO, National Osteoporosis Foundation (Government/Not-for-Profit Track)
12:00pm ‐ 1:00pm – Lunch
1:00pm ‐ 1:50pm – Computer Forensics ‐ Douglas Bond, Forensic Manager, CACI International Inc. (Technical Track); LinkedIn -Leonard Corporation (Professional Development Track); Federal Financial Industry ‐ Past, Present and Future ‐ Doug Glenn, Deputy CFO and Director, Office of Financial Management, U.S. Department of the Interior (Government/Not-for-Profit Track)
1:50pm ‐ 2:00pm – Break
2:00pm ‐ 3:45pm – Detecting Fraud in Financial Statements ‐ Howard Scheck, Partner, KPMG (Technical Track); Owing Your Voice and Your Talents! ‐ Joy Haugen, Director of Coaching Programs and Curriculum Development, Bossed Up (Professional Development Track); The Importance of Allocations to Not For Profit Organizations – Kathy O’Connor, President, O’Connor Consulting Services, LLC; and Operating Reserves – Cathy Pennington, Shareholder, Renner & Company, CPAs (Government/Not-for-Profit Track)
3:45pm ‐ 4:00pm – Break
4:00pm ‐ 5:20pm – Is Your Benefit Plan ACA Compliant? – Megan Urbaniak, Health and Benefits Representative at Paychex Insurance Agency (All tracks)
5:20pm ‐ 5:30pm – Announcements
6:30pm – 8:30pm – Friday Night Event at the Arlington Rooftop

Saturday, May 31, 2014

8:30am ‐ 10:00am – Panel of Accomplished Females Discussing Work/Life Balance ‐ Moderator: Diane Dudley, Partner‐in‐Charge, Federal Audit Practice, KPMG; Panelists: Laura Lott, COO, American Alliance of Museums; Rivka Bier, Manager, Hertzbach & Co; and Jennifer Puterman, Partner, BDO USA (All Tracks)
10:00am ‐10:15am – Break
10:15am ‐ 11:15am – Cyber Security ‐ Matt Flick, Principal, FYRM Associates (Technical Track); Excel Tips ‐ Pep Henkel, Senior Systems Educator, Virginia Hospital Center (Professional Development Track); Paving the Way for the Next Generation of Financial Managers to Answer the ‘Call to Duty’ in Times of Fiscal Challenge and Transformation ‐ Jeff Steinhoff, Executive Director, KPMG Government Institute (Government/Not-for-profit Track)
11:15am ‐ 11:25am – Break
11:25am ‐ 12:15pm – Networking for Success ‐ Karlyn Lothery, President, Lothery & Associates (All Tracks)
12:15pm ‐ 12:30pm – Break/Get boxed lunch
12:30pm ‐ 1:30pm – Chapter Exchange


We have a special block of rooms at the Westin available for conference attendees.  Click here for our special group registration page.


May 30, 2014 @ 8:30 am
May 31, 2014 @ 1:30 pm
Event Category:


Melissa Peters


Westin Arlington Gateway
801 N Glebe Rd
Arlington, 22203
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