Leading Authentically in Chaotic Times
October 25, 2022 • VIRTUAL CONFERENCE
Tuesday, October 25
8:15–8:30 am
Sandra Weber
Integrative Bodywork
“Morning Mindfulness” Session with Sandra Weber
More about Sandra
Sandra Weber
Integrative Bodywork
Sandra Weber is a wellness mentor empowering her clients to rebuild a mind/body connection.
Sandra has over a decade of experience in hands on clinical bodywork and is now using that experience to assist her clients in reducing or preventing chronic pain through mind/body awareness.
Sandra owns and operates Integrative Bodywork in Charlotte, North Carolina. When she is not working with clients in the treatment room, she hosts training for corporate and private groups providing ACTIONABLE steps to rebuild the mind body connection. Elevating clients’ physical, mental, and emotional well-being is the foundation of the #RELENTLESS mindset.
8:30–9:30 am
General Session
Annie Franceschi
Greatest Story Creative
Permission to Pivot
In this memorable keynote, Annie dishes her favorite hard-earned career advice from getting and quitting a dream job at The Walt Disney Studios, and reinventing herself as a passionate, profitable entrepreneur.
Join us to discover:
- Where you can look to discover your best next career purpose
- Why being told to follow “the one path” to success is not true
- How stargazing is holding your career back
- A new tool to build your confidence and finally give yourself some credit
- Annie’s favorite easy and powerful trick for making your dreams happen
- Leave feeling empowered – ready to switch roles, start your practice, or make your dreams happen!
More about Annie
Annie Franceschi
Greatest Story Creative
Annie Franceschi is a former Disney storyteller, bestselling author, six-figure founder, and branding expert. In 2013, she quit a dream job telling stories at The Walt Disney Studios to start her own agency, Greatest Story Creative®. Since then, Annie’s branded 125+ businesses, spoken for thousands, and released two bestselling books including the personal development guide, Permission to Try. Her newest book, Establish Yourself, debuted at #1 on Amazon in 7 categories including Women & Business and Consulting. Today, through her Brand Story Solution and Establish Yourself™ Framework, Annie helps coaches and consultants clearly and confidently grow their greatest businesses without burning out on marketing. Annie is also proud to be a Duke University graduate, a lifelong Muppets fan, and a serial re-watcher of The Golden Girls. She currently lives in Durham, NC with her family.
9:40–10:40 am
General Session
Denise Ryan, MBA, CSP
Firestar Speaking
Raise Your Resilience
Resilience is the ability to bounce back when something challenging happens. The more resilient you are, the faster you bounce back. In fact, the more resilient you are, the fewer things are challenging! This session will give you steps you can take now that will have a huge impact on your future. Opening with tips for mental toughness, it covers 5 key areas to build up your bounce – relationships, finances, health, travel, and emergencies. We’ll cover everything from passwords to power outages. After this session, you’ll be able to handle anything life might throw at you.
Takeaways:
- You’ll get several ideas for increasing your personal safety
- You’ll get three mental strategies that will help you handle any uncertain or stressful situation
- You’ll learn something you can do immediately to decrease your chances of getting Alzheimer’s
More about Denise
Denise Ryan, MBA, CSP
Firestar Speaking
Denise Ryan, MBA, CSP, helps light the fires of enthusiasm so people can do great things. She is an author, an MBA and a CSP (Certified Speaking Professional), a designation of excellence that is held by less than 10% of professional speakers.
Her programs have been heard by audiences around the country – ranging from corporate leaders to federal prison employees. She has worked with IBM, Wells Fargo, even the Department of Homeland Security. And she recently made Meeting & Convention Magazine’s list of planners’ favorite speakers alongside Bill Clinton, Condoleezza Rice, and Anderson Cooper.
She has spoken at many CPA conferences and events and was NCACPA’s Speaker of the Year in 2008 and again in 2015. She has worked with several CPA firms to help their people communicate more effectively, be more productive, and have more fun.
10:50–11:45 am
Concurrent Sessions
Deborah Porter
Moms Mentoring Circle
1A: Blurry Boundaries to Clear Intentions
What if there was a way to manage the expectation of others as it pertains to you?
In this session we will cover:
- What is a boundary?
- How to teach people how to treat you
- Why saying no can be perceived as harsh
- Uncommon boundaries, not talked about enough (but needed)
- Knowing your capacity and being good with it
- Staying free from being all things to all people
- And More!
More about Deborah
Deborah Porter
Moms Mentoring Circle
Deborah Porter is a sought-after, influential voice on parenting and motherhood and works with mothers globally.
As a consultant with organizations and businesses, Deborah works to provide support beyond maternity leave for working parents, minimizing agency turnover and employee burnout.
She graduated from VCU in Richmond, and went on to work in the criminal justice field in Central and Northern Virginia. As a probation/parole officer and criminal investigator, Deborah was an added resources to the agencies and courts that served those populations. Years after becoming a mother, she decided to take those same skills and investigate anything that would make things run smoother in her home and in life.
Deborah is a recurring expert guest on CBS Virginia This Morning and ABC’s The MotherSide in Washington, DC, to name a few, with articles that have been featured in Parents, Grown and Flown, Collegiate Parent, Motherly and others.
Deborah sits on two boards, one of which serves women and mothers globally. Visit www.deborahporter.net for free resources.
Marcy Twete
MT Consulting
1B: ESG – Living Your Values Professionally
The topics of environmental, social, and governance management have become “table stakes” in the corporate world. Companies across the globe are considering their environmental and social impact more today than ever before. As individuals, we all want to do the same. How can each of us make a difference that matters – for our communities, for our families, for our companies, and ultimately for our planet? It’s difficult to know where to begin. In this session, we’ll connect the basic framework of ESG to our personal lives and values.
You’ll take away:
- Ways to make your lifestyle and home more environmentally friendly, and to share that work with others.
- The ways community service and leadership can make you a stronger professional and enhance your life and your community.
- The importance of embracing diversity, equity and inclusion and acting as an ally and a mentor personally and professionally.
- How to deploy your time, energy, and resources to effect the change you want to see in your world.
More about Marcy
Marcy Twete
MT Consulting
Marcy Twete is a recognized leader in corporate responsibility and sustainability for multinational Fortune 500 companies, and has a background both broad and deep in ESG (environmental, social, governance) factors, ethical decision-making, marketing and communications. She is the founder and CEO Marcy Twete Consulting where she advises corporations of all sizes, their investors and key partners on environmental, social and governance risks and reputation management.
In addition to leading her consulting practice, Marcy also co-hosts Office Baggage, a podcast that tackles topics for women in business that are all too often brushed under the office rug. In June 2020, she will launch Table Stakes: The Podcast for Responsible, Sustainable Businesses & Leaders, discussing the issues of sustainability with forward-thinking leaders to forecast the future of responsible business.
Marcy is a proud Trustee at the Chicago Architecture Center, and a former member of the Boards of Directors for Girl Scouts of Greater Chicago and Northwest Indiana and Step Up. She received her undergraduate degree in Political Science from the College of Saint Benedict and her MBA from Kellogg School of Management at Northwestern University. In late 2020, after nearly 10 years in Chicago, Marcy and her husband Charlie relocated to their former home of Minneapolis with their tabby cat Betsey and terrier mix Pearl. You’ll find them running on Lake Harriet and Minnehaha Creek near their home in South Minneapolis.
12:30–1:25 pm
Concurrent Sessions
Nicole Andrews, MBA, MHRD
Nicole Andrews International, LLC
2A: How to Navigate Career Setbacks
The loss of a job is ranked as one of the top 5 most stressful events in life, but did you know that a promotion can also be a potential career setback if not managed well? Job losses can seem more devastating on the surface due to economic recessions, inflation, increasing gas prices and so much more, but there are other potential career setbacks that can be just as life changing. this session, you’ll walk away with 6 critical steps that will help you navigate any career setback and re-create success in your career even in the face of challenges.
Learning how to navigate not only a job loss, but other career setbacks that can happen over the course of a career is imperative in this new world of work. You can prepare to make what looks like a career setback to the outside world a career setup for more impact, fulfillment and success in the long-term.
Session Outline:
- Learn the 5 major career setbacks
- Discuss a 6 step method for navigating setbacks that can derail your career
- Uncover the biggest thing you can do now to gain clarity and pivot in the face of any career setback
More about Nicole
Nicole Andrews, MBA, MHRD
Nicole Andrews International, LLC
Nicole is known as The Career Disruptor® and created Nicole Andrews International, LLC in 2019 offering career coaching, organizational consulting, speaking, memberships, online courses and events all focused on teaching and inspiring ambitious women how to disrupt the status quo on purpose in their careers. She also helps organizations do the same through her unique approaches to leadership development, career development and inclusion using her custom frameworks, tools and strategies. Nicole is a primary breadwinning mom, wife, former corporate executive, thought leader and online entrepreneur. She formerly served as a Vice President of Human Resources for an Architecture Firm and prior to that role, she served as a Senior Manager in a Top 20 Certified Public Accounting Firm.
Nicole was a 2021 40 under 40 honoree by GSA Business Report, a 20 under 40 honoree by Anderson Area Chamber of Commerce and was recognized as a Top 100 Corporate Executive in America under 50 by Chicago based DiversityMBA Magazine. She was also awarded the 2018 and 2021 Greenville Society of Human Resource Management’s Unsung Hero Award in Diversity Excellence. Nicole holds a Certified Master of Career Services credential from the National Career Development Association and earned two Masters from Clemson University: MBA and Masters in Human Resources Development. She also has a Bachelor’s in Business Management with a minor in Psychology from Clemson. Nicole is driven to help individuals and organizations be their absolute best and does this by leading them in positively disrupting the status quo in their careers and organizations on purpose to get from where they are to where they want to be in order to thrive and compete in the new future of work.
Kelley C. Long, CPA/PFS, CFP
2B: Managing Healthcare Expenses Today and Tomorrow
Funding healthcare costs today and in the future is a key concern for most Americans and can even get in the way of saving effectively for retirement. This session, presented by a CPA financial planner who lives with a costly genetic healthcare condition, offers a perspective shift on choosing healthcare coverage while working, while also giving practical tips for saving money on healthcare expenses regardless of insurance coverage. If you’ve ever worried about or experienced a surprise medical bill, you don’t want to miss this information-packed session.
In this session you will:
- Discover why the highest amount of coverage isn’t always the best health insurance plan for you
- Review the basics of Health Savings Accounts
- Learn advanced strategies for saving for future healthcare expenses
- Prioritize your retirement savings in the most tax-efficient manner
- Enhance your understanding of consuming healthcare services beyond just staying in-network
More about Kelley
Kelley C. Long, CPA/PFS, CFP
Kelley C. Long, CPA/PFS, CFP® is an unbiased financial wellness coach, speaker and consultant with an expertise in healthcare financial literacy. She’s written several articles for the Journal of Accountancy, has been published in the Wall Street Journal, is a contributing writer for TheStreet and a former contributor to Forbes online. Based in Tucson, Arizona, her life’s mission is to de-mystify money, particularly for women and non-traditional couples.
12:20 pm
Sandra Weber
Integrative Bodywork
Midday Break & Mindfulness with Sandra Weber
More about Sandra
Sandra Weber
Integrative Bodywork
Sandra Weber is a wellness mentor empowering her clients to rebuild a mind/body connection.
Sandra has over a decade of experience in hands on clinical bodywork and is now using that experience to assist her clients in reducing or preventing chronic pain through mind/body awareness.
Sandra owns and operates Integrative Bodywork in Charlotte, North Carolina. When she is not working with clients in the treatment room, she hosts training for corporate and private groups providing ACTIONABLE steps to rebuild the mind body connection. Elevating clients’ physical, mental, and emotional well-being is the foundation of the #RELENTLESS mindset.
1:35–2:30 pm
Concurrent Sessions
Nicole Andrews, MBA, MHRD
Nicole Andrews International, LLC
3A: Mastering the Art of Salary Negotiations
When you hear the word negotiation, does that make you excited or does it make you want to run to the nearest exit? Knowing what to negotiate and how can have a long-term positive impact on your future career prospects, salary, fulfillment and so much more. In this session, you’ll leave with a simple technique that will help you learn what to negotiate in your next job offer or in your current role to maximize your overall career satisfaction.
Mastering the art of negotiating for win-win will be a skillset that can be used not only for your advantage, but also to the benefit of your current or future employer. Learn how in this safe and interactive session that will have you laughing, learning and loving your next opportunity to negotiate and ask for what you really want over the course of your career whether you’re negotiating for yourself or your employer.
Session Outline:
- Understanding the art of negotiation and why you should “always” negotiate
- Simple Negotiation Technique
- 4 x 4 Factors to consider for win-win negotiations
- Negotiation activity
- Call to action
More about Nicole
Nicole Andrews, MBA, MHRD
Nicole Andrews International, LLC
Nicole is known as The Career Disruptor® and created Nicole Andrews International, LLC in 2019 offering career coaching, organizational consulting, speaking, memberships, online courses and events all focused on teaching and inspiring ambitious women how to disrupt the status quo on purpose in their careers. She also helps organizations do the same through her unique approaches to leadership development, career development and inclusion using her custom frameworks, tools and strategies. Nicole is a primary breadwinning mom, wife, former corporate executive, thought leader and online entrepreneur. She formerly served as a Vice President of Human Resources for an Architecture Firm and prior to that role, she served as a Senior Manager in a Top 20 Certified Public Accounting Firm.
Nicole was a 2021 40 under 40 honoree by GSA Business Report, a 20 under 40 honoree by Anderson Area Chamber of Commerce and was recognized as a Top 100 Corporate Executive in America under 50 by Chicago based DiversityMBA Magazine. She was also awarded the 2018 and 2021 Greenville Society of Human Resource Management’s Unsung Hero Award in Diversity Excellence. Nicole holds a Certified Master of Career Services credential from the National Career Development Association and earned two Masters from Clemson University: MBA and Masters in Human Resources Development. She also has a Bachelor’s in Business Management with a minor in Psychology from Clemson. Nicole is driven to help individuals and organizations be their absolute best and does this by leading them in positively disrupting the status quo in their careers and organizations on purpose to get from where they are to where they want to be in order to thrive and compete in the new future of work.
Louise Warwick Reed
Louise W. Reed, CPA, PC
3B: My Currency is Crypto
Meet Louise, a Duke and UNC alumni, a lifetime learner, an advocate of blockchain and crypto and a person who can demystify some of the truths and trends surrounding crypto. During this session, Louise will share what a bitcoin transaction looks like (sending and receiving) from her account. She will explain why she accepts Bitcoin or Ethereum as payments in her CPA practice and how her clients have reacted.
You will leave with information so that you are more familiar with crypto banking, finance and payment security from an end user’s perspective. Bring your curiosity and questions. There will be ample time for Q&A.
More about Louise
Louise Warwick Reed
Louise W. Reed, CPA, PC
Louise W. Reed received her master’s degree in physics from Duke University and Master of Accounting from University of North Carolina-Chapel Hill. She became a licensed CPA in 2004 and started her own public accounting practice in 2006, where she currently bills in bitcoin per hour. Reed’s interest in blockchain technology led to her most recent innovation, Afloat, Inc. The company utilizes blockchain technology and smart contracts to automate the exchange of state transferable taxable credits.
2:30 pm
Sandra Weber
Integrative Bodywork
LATE DAY STRETCH & AWARENESS SESSION WITH SANDRA WEBER
More about Sandra
Sandra Weber
Integrative Bodywork
Sandra Weber is a wellness mentor empowering her clients to rebuild a mind/body connection.
Sandra has over a decade of experience in hands on clinical bodywork and is now using that experience to assist her clients in reducing or preventing chronic pain through mind/body awareness.
Sandra owns and operates Integrative Bodywork in Charlotte, North Carolina. When she is not working with clients in the treatment room, she hosts training for corporate and private groups providing ACTIONABLE steps to rebuild the mind body connection. Elevating clients’ physical, mental, and emotional well-being is the foundation of the #RELENTLESS mindset.
2:40–3:40 pm
General Session
Vanessa Mathews
Asfalis Advisors
Crisis Leadership Principles for Women
Over the course of my homeland security and crisis management career, I have been asked to create disruption and chaos, in a simulated environment, to provide a greater awareness of leadership obstacles and opportunities. From sounding fire alarms to see how quickly employees evacuate; simulating hurricanes to see how facilities teams prepare and protect the organizations assets; facilitating disaster recovery exercises to measure how quickly technology teams can restore systems and minimize disruption; simulating CBRNE (Chemical, Biological, Radiological, Nuclear and Explosives) at airports with Customs and Border protection, to assessing how private aircraft carriers and law enforcement mitigate immediate threats to the public. Through experience and observation, I’ve learned leadership is discovered in action.
In this session we will cover:
- Global risks and crises impacting women
- The five principles of crisis leadership and how to apply them to women’s issues
- How to put these principles into action to enable you to be more aware, effective, and impactful
More about Vanessa
Vanessa Mathews
Asfalis Advisors
Vanessa Mathews has been on the front lines of the crisis management and resilience profession throughout her career. She is the 1st female in the state of Georgia to graduate with a degree in Homeland Security and Emergency Management, she has worked with a Tier 1 intelligence agency, Fortune 500 companies, and has received local, national, and international recognition for her work.
As the founder and chief resilience officer of Asfalis Advisors, the co-owner and Host of the Business Resilience DECODED podcast, and an adjunct professor at Savannah State University teaching the Business Continuity and Crisis Management course, she is unmatched in experience and knowledge with a unique ability to translate complex topics with personal anecdotes.
Vanessa’s breadth of experience working in the industry and speaking to the concerns of leadership have awarded her many honors including “50 Most Influential Women in Mecklenburg County” (Times Magazine 2020), and “Best Female Owned & Operated Influential Businesswoman” (Acquisition International Global 2018).
As a result of her success, she speaks to a broader audience, and is a catalyst for change in the world of generational wealth, business and entrepreneurship. Her desire is to create forward moving change and decrease the wealth inequality gap, by sharing her knowledge and expertise.
Vanessa will ignite the audience with her ability to engage and spark lively interactions. She is a sought-after speaker for conferences, professional events as well as civic and private sector initiatives. The power she brings from the stage is nothing less than explosive.
3:50–4:50 pm
General Session
Dionne McGee
DG McGee Enterprises
The R.O.A.R. Mindset
We are mothers, wives, daughters, sisters, friends, caretakers and so much more. We wear so many hats. Somewhere along the way, we lose ourselves helping others achieve their goals. Simply put we were designed to nurture, but who nurtures women? This presentation demonstrates how imperative it is to find your true authentic voice and achieve the goals, dreams passions, and ideas that you desire. Finding your own voice completes you. What’s next for you in your career or business? We’ll drill down to find your ROAR so that you’ll be complete and can then be the light for others. Get the tips and techniques to prepare you to ROAR!
In this session:
- Discover the mindset of a ROARING women
- Goal Setting and Vision Casting
- Choices and Opportunities
More about Dionne
Dionne McGee
DG McGee Enterprises
“She’s the President & CEO of DG McGee Enterprises. Speaker, and Author, with a ROAR! Dionne and her team help organizations and individuals find their road to leadership and entrepreneurial success. DG McGee Enterprises is a Woman-Owned Project Management firm specializing customized programming (cohorts, incubators, accelerators and digital programming).
DG McGee Enterprises is committed to excellence and creating innovative and flexible solutions for their clients. Dionne has 20 plus years of corporate experience, with a decade of those years in the executive suite, leading sales teams and generating multi-million dollar wins. She is the author of “Finding Your ROAR” and Founder of the Coaching Program, R.O.A.R University, which means to be Relentless. Optimistic. Ambitious and Results Driven. She is also an advocate for Diversity, Equity, and Inclusion. She has been featured in Formidable Woman magazine as well as Voyage LA magazine.
She was nominated as the Cathy Hughes Businesswoman of the Year (2019). She is an Advisory Board Member for the Women’s Business Center of NC and recently, was appointed as a Board of Directors member of the Garner Chamber of Commerce in her own community. She earned her Bachelor of Arts (B.A) from North Carolina Wesleyan College and her Project Management Certification (PMP) in 2011. DG McGee Enterprises is certified as a (DBE) Disadvantaged Business Enterprise for North Carolina, (HUB) Historically Underutilized Business, (SPSF) Small Professional Services Firm, and (MWBE) Minority and Women-Owned Business Enterprise and NC Small Business Enterprise (NC SBE) and is also a Project Management Professional (PMP), ITIL and Scrum Master accredited firm.”
Maryland CPAs and Accounting Professionals!
You are invited to attend the 2022 Professional Women’s Conference! NCACPA is offering special “Other State Society” pricing just for you!
How do you register? If you are a member of the Maryland Association of CPAs member, please call NCACPA’s Experience Support (800-469-1352) and identify yourself as a Maryland member to secure the extended member pricing.
Book your seat!
NCACPA is a NASBA-approved sponsor of continuing education.
For complete program information (course registration, learning objectives, instructional delivery methods, CPE, field of study, prerequisites, program knowledge, level, advance preparation, program description, and speaker information), please visit the event links above.
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.