
Early Bird: Members $850 | Non-Members $950
[In-Person]
Members $800 | Non-Members $900
[Virtual]
DAY 1: Annual Symposium
Monday, November 18
8:00 am-4:55 pm
8 total CPE Credit Hours
= Available to in-person attendees
= Available to virtual attendees

Jody Padar, CPA
Radical CPA

General Session 1: Technology is the Competitor: Time to Get Radical
Tradition is giving way to cutting-edge advancements. As the profession says goodbye to the old, reliable methods of old-school firms, it’s waving hello to fresh ideas and new players reshaping the landscape. AI isn’t just shaking things up—it’s revolutionizing how services are delivered and how companies are using price to compete. In this session, we’ll dive into the economic forces behind these seismic shifts, unveiling the innovative pricing models established firms and newcomers use to stay ahead of the game. Let’s explore the sweeping changes engulfing accounting and tax, fueled by the power of new technology and a need to enhance the customer experience.
Key takeaways:
- Who really is an accounting firm’s competition today
- How are today’s customer needs affecting what we are selling
- How is money from the outside influencing the marketplace
- How can a firm move forward with all these changes
Field of Study: Business Management & Organization
Learn more about Jody
Today, Jody is one of the accounting profession’s foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which will be published in early 2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.

Art Werner, CPA
AICPA-CIMA

General Session 2: Federal Tax Update
After the elections, tax laws might change, and it’s crucial for CPAs to stay updated. In this 75-minute session, we’ll cover the potential changes in federal tax laws that could impact how you plan for the next year. You’ll get clear explanations on potential new rules and how they apply to real-world situations. We’ll look at what’s likely to change in deductions, credits, and tax brackets, and provide you with strategies to adapt to these changes. We will also cover any legislative updates and any court cases that change the way we interpret tax law.
This session is practical and straight to the point. You will leave with a solid understanding of the post-election tax updates and a set of tactics to help your clients save money and avoid surprises. We’ll go through examples that are common in your day-to-day work, so you can apply what you learn right away. Join us to make sure you’re prepared.
Field of Study: Taxes
Learn more about Art
Art Werner, CPA
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Keith Wood, JD, CPA
Carruthers & Roth

General Session 3: North Carolina State and Local Tax Update
This session will review recent North Carolina tax developments, including significant court cases, decisions of the Office of Administrative Hearings, statutory and regulatory developments and changes in tax administration.
Field of Study: Taxes
Learn more about Keith
Keith Wood
Keith Wood, CPA, is an attorney with Carruthers & Roth, PA, in Greensboro, NC. Keith’s practice areas include tax planning and representation of clients before the Internal Revenue Service and North Carolina Department of Revenue, corporate law, business transactions and estate planning.
Keith is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate law. Keith previously served as Chair of the Tax Section Council of the North Carolina Bar Association.
Keith is a frequent speaker for the NCACPA and is a former member of its Board of Directors.
Keith previously served as Chair of the Tax Section Council of the North Carolina Bar Association.
Concurrent Sessions

Mike Cheng, CPA
Frazier Deeter, LLC

1A: FASB Update Focused on Private Companies
Join Mike Cheng, a Private Company Council (PCC) member, for an insightful session on the latest FASB updates affecting financial reporting. This session will focus on how the latest changes will affect private companies.
Field of Study: Accounting
Learn more about Mike
Mike Cheng, CPA
Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit.
As part of this role, he specializes in assisting clients with complex accounting and financial reporting issues.
Prior to joining the firm, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, he served as the Private Company Council (PCC) coordinator, where he was responsible for all PCC related matters.
In addition, Mike led projects to simplify the accounting for non-employee share-based payments, help shaped the future of the FASB technical agenda, and improved consolidations guidance (VIE guidance).
Most recently, he worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).
Prior to joining the FASB, Mike held various management positions with PricewaterhouseCoopers. He was an Audit Senior Manager, Private Company Services, in the firm’s Stamford, CT office.
From 2003-2011, he also held roles of increasing responsibility in PwC’s Core Assurance divisions in Buffalo and Rochester, NY.

Art Werner, CPA
AICPA-CIMA

1B: Business and Individual Tax Update
If you’re a CPA , you understand tax laws can change. In addition to actual congressional actions, certain laws have an expiration date. We know this as Sunset. Many provisions of the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. In this 50-minute session, you’ll learn what tax provisions are scheduled to expire and what that means for you and your clients. The following tax provisions are set to sunset at the end of 2025: limitations of itemized deductions; the expanded standard deduction; the elimination of personal exemptions; the child tax credit; the expanded charitable contribution deduction; and the mortgage interest deduction limitation. Notably, the deductions for state and local taxes, pass-through business income, and certain types of expensing will also revert to previous limitations or expire. Changes will also affect the Alternative Minimum Tax thresholds, ABLE accounts, and estate and gift taxes, with the latter seeing a significant reduction in exclusion amounts. Join us for this session and become an expert in sunset issues.
Field of Study: Taxes
Learn more about Art
Art Werner, CPA
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Carolyn J. Woodruff, JD, CPA, CVA
Woodruff Family Law Group

1C: Splitting Silver: Navigating Six Key Gray Divorce Issues and Related Tax Law
Empower Your Clients with Confidence: “Splitting Silver” equips CPAs with the insights needed to navigate six critical gray divorce issues and related tax laws. Gray divorces – divorces over age fifty – have tripled. This session explores why so many gray divorces, and then works on solutions for these divorces. From retirement division to tax-efficient spousal support strategies, this guide offers essential knowledge to help you advise clients effectively during life’s pivotal transitions. Stay ahead of complex challenges and provide tailored solutions that protect your clients’ financial futures. Master the intricacies and become the trusted advisor they need!
Field of Study: Business Law
Learn more about Carolyn
Carolyn J. Woodruff
Carolyn Woodruff, JD, CPA, CVA is a visionary and leader in accounting, law, and banking. She is a preeminent lawyer, a Family Law Specialist, a North Carolina Certified Public Accountant, and a Certified Valuation Analyst with the National Association of Certified Valuators and Analysts®. She is an instrument-rated multi-engine airplane pilot and regularly flies private aircraft. She was the first North Carolina female fellow in the distinguished American College of Tax Counsel. She serves on the public board of Blue Ridge Bankshares, Inc. (BRBS)(NYSE).
Carolyn was awarded The Order of the Long Leaf Pine in 2022 by North Carolina Governor Roy Cooper in recognition of her significant contributions to the state and to her community through exemplary service and exceptional accomplishments.
Since 2007, she has been selected to North Carolina Super Lawyers. For information on the selection process: https://www.superlawyers.com/about/selection-process/. She has been recognized since 2009 in Best Lawyers in America. For information on Best Lawyers Methodology, visit https://www.bestlawyers.com/methodology. She holds a FinTech certification from Harvard Business School, where she did her Capstone paper on Central Bank Digital Currency in 2021. She holds AICPA badges in Blockchain and Cybersecurity. She is a frequent speaker on FinTech, including presentations to the NCACPA on “Demystifying FinTech” and “FinTech and Innovation.” She has lectured at Wake Forest Law School on FinTech and presented on “Fintech Innovation and Regulatory Sandboxes” to the North Carolina Banking Commission.
Through the North Carolina Association of CPAs (NCACPA), Carolyn has been a speaker and trailblazer in continuing education for CPAs who need knowledge of taxation related to divorce and business valuation in divorce in North Carolina. Carolyn has written many continuing education manuscripts, including “Financial Guide to Divorce in North Carolina” and “Business Valuation Principles in North Carolina.” She is skilled with both in person presentation and remote teaching for adult audiences.
She began her legal career with Tuggle Duggins and Meschan, P.A., where she became a principal and shareholder in only four short years. Following her tenure at Tuggle Duggins, she branched off and formed a law firm specializing in family law, where she remains today, serving as CEO and lead counsel in high profile, high net worth divorces. She was graduated from Duke Law School with High Honors, and she served as Research and Managing Editor of the Duke Law Review. Carolyn can be contacted on 336-272-9122 extension 3004 -1747 or [email protected].
Concurrent Sessions

Melisa Galasso, CPA
Galasso Learning Solutions

2A: Audit Update
This course will cover what is going on at the AICPA with a focus on quality management. We will discuss how quality management will impact firms and things to do to prepare for the change including tools and templates available. We’ll also provide an executive overview of SAS 147 for NOCLAR which is effective this year and SAS 149 for group audits which will be effective in the future.
Learning Objectives:
- Identify the core elements of the quality management standards
- Describe changes to audit standards
Field of Study: Auditing
Learn more about Melisa
Melisa Galasso
Melisa Galasso is the founder of Galasso Learning Solutions LLC.
With over 15 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting.
She also supports essential professional development, public speaking, and business skills.
Melisa closely monitors regulatory bodies for changes in auditing and accounting guidance and serves as a subject matter expert in implementing the updated guidance.
Melisa earned the Association for Talent Development (ATD) Master Trainer™ designation.
Melisa was appointed in 2016 to the AICPA’s Technical Issues Committee (TIC), which is responsible for monitoring the activities of the various accounting and attestation standard-setting boards and submitting comments and recommendations during the due process phase.
Melisa is also currently serving on the Board of Directors for the VSCPA.
Previously, she served as President of the Board of NCACPA’s Charlotte Chapter, Chair of the A&A Committee for the NCACPA and held several leadership positions with the VSCPA.

David Peters, CPA
Peters Professional Education

2B: Independent Contractors vs Employees – Hiring, Reporting, & Classification Issues
As gig workers, remote employees, and hybrid working environments have become more commonplace, the tax rules pertaining to independent contractors and employees have become more complex. If someone can work whenever they want, are they still an employee? How are expense reimbursements reported? And most importantly, what happens if a contractor should really be classified as an employee? In this course, we will discuss these issues, as well as some common tax reporting issues. Finally, we will discuss recent tax legislation in this area, including changes to the electronic filing requirements.
Field of Study: Taxes
Learn more about David
David Peters, CPA
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. He has over 15 years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. David is a national CPE Instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States.
David holds four Masters degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia. He was recently awarded AICPA’s Outstanding Facilitator Award for the 2021 CPE Year.

Heyward Armstrong, JD
Smith Anderson

2C: Updates on the Corporate Transparency Act
Join us for an insightful session titled “Updates on the Corporate Transparency Act,” where we delve into the Corporate Transparency Act, which requires “reporting companies” to file beneficial ownership information reports with Financial Crimes Enforcement Network (FinCEN) disclosing information about companies and their direct and indirect beneficial owners. This session will cover the essentials of the Corporate Transparency Act and FinCEN rules and guidance issued thereunder, as well as steps that companies and their advisors should be taking to ensure compliance.
Field of Study: Business Law
Learn more about Heyward
Heyward Armstrong
Heyward Armstrong joined Smith Anderson in July 2006, where his practice focuses on corporate and securities law, including advising companies and their officers and directors on public company securities compliance, public and private offerings, mergers and acquisitions, divestitures and corporate governance matters. These matters involve a variety of industries, including a focus on the pharmaceutical, biotech and other life sciences areas. Heyward leads Smith Anderson’s Public Companies practice group.
Before joining Smith Anderson, Heyward practiced law at an international law firm in London, England, where his practice focused on advising U.S. and non-U.S. private investment funds and fund managers on a broad range of legal issues arising under U.S. federal and state securities laws and regulations.
Before working in London, Heyward clerked for the Honorable James A. Beaty, Jr., United States District Judge for the Middle District of North Carolina.
Concurrent Sessions

Melisa Galasso, CPA
Galasso Learning Solutions

3A: SAS 145
SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. The audit standard amends AU-C 315 including many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315.
Upon session completion, attendees will be prepared to:
- Describe impact of change on audit engagements
- Recall changes to significant risk identification, inherent risk assessments and controls
Field of Study: Auditing
Learn more about Melisa
Melisa Galasso, CPA
Melisa Galasso is the founder of Galasso Learning Solutions LLC.
With over 15 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting.
She also supports essential professional development, public speaking, and business skills.
Melisa closely monitors regulatory bodies for changes in auditing and accounting guidance and serves as a subject matter expert in implementing the updated guidance.
Melisa earned the Association for Talent Development (ATD) Master Trainer™ designation.
Melisa was appointed in 2016 to the AICPA’s Technical Issues Committee (TIC), which is responsible for monitoring the activities of the various accounting and attestation standard-setting boards and submitting comments and recommendations during the due process phase.
Melisa is also currently serving on the Board of Directors for the VSCPA.
Previously, she served as President of the Board of NCACPA’s Charlotte Chapter, Chair of the A&A Committee for the NCACPA and held several leadership positions with the VSCPA.

David Peters, CPA
Peters Professional Education

3B: Types of IRS Notices & Best Practices
One thing that is nearly impossible to get away from as a tax practitioner is IRS notices. Even if you are not a tax attorney, it is important to know what to do when the client comes to you with a letter. What information do you need to collect? What types of notices are there? And more importantly, are there any remedies? In this class, we will explore some of the basic types of IRS notices. We will talk about the audit process and when the client might be eligible for relief. We will also discuss which penalties are eligible for first-time abatement – and which are not.
Field of Study: Taxes
Learn more about David
David Peters, CPA
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. He has over 15 years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. David is a national CPE Instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States.
David holds four Masters degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia. He was recently awarded AICPA’s Outstanding Facilitator Award for the 2021 CPE Year.

Steve Arrington, JD
The Arrington Firm, PC

3C: Elder Law – Prepare Yourself and Your Client
More information coming soon!
Field of Study: Business Law
Learn more about Steve
Steve Arrington
Steven W. Arrington, J.D., is a solo practioner from Greensboro, North Carolina and the owner of The Arrington Firm, P.C. Steve’s areas of concentration are elder law, estate planning, guardianship and estate administration. Before becoming an attorney, Steve worked as a legal assistant for a number of years. He has worked in the field of law for almost twenty-five years, with the majority of those years devoted to the specialty of elder law. Steve has been invited to speak before various civic and professional groups on the topics of elder law, estate planning and guardianship.
Steve received his Bachelor of Arts in Religious Studies from Guilford College in 1995 and his Juris Doctorate from North Carolina Central University School of Law in 2005. In addition to serving on local boards, he is currently a member of The North Carolina State Bar, The North Carolina Bar Association, National Academy of Elder Law Attorneys (NAELA), The Greensboro Estate Planning Council and the Triad Retirement Living Association (TRLA).
Concurrent Sessions

Jim Earle, JD
Troutman & Pepper

4A: Equity Compensation: When Does It Make Sense and What Types of Awards Should You Use?
Equity-based compensation is often the largest, most impactful, and most heavily negotiated component of an executive’s compensation package. In this presentation, we will cover the most common types of equity-based compensation, both for corporate and pass-through entities, including stock options, stock appreciation rights, restricted stock, restricted stock units, profits interests, and phantom equity. We will compare tax treatment of the various award types and consider pros and cons of each.
Field of Study: Business Management & Organization
Learn more about Jim
Jim Earle
Jim Earle counsels publicly traded companies and other sophisticated employers on executive compensation and employee benefits matters. His clients operate globally in a wide range of industries, including financial services, technology, manufacturing, food, construction, and utilities. Jim advises clients on all aspects of employment and compensation for directors, executive officers, and other senior managers. He has significant experience with all forms of executive compensation and benefit plans, including the design and administration of stock plans, incentive plans, SERPs, nonqualified deferred compensation arrangements, perquisites (including executive aircraft), new hire packages, and severance/retirement agreements. He helps clients understand and comply with tax, securities, labor and employment, governance, and other legal issues associated with these arrangements, including related disclosure issues for public companies.

Matthew O’Neil, CFP, ChFC
O’Neil Wealth, LLC

4B: Cash Balance Retirement Plans: Basics and Success Plan Tool
Research shows that 75% of business owners want to transition out of their business in the next 10 years. However, most of those owners have no succession plan nor have they saved or planned enough to enjoy life after work. This session will address these issues by examining how Cash Balance plans can help owners accomplish both goals. In addition, we will review the basics on how these plans work, the tax advantages, and explore several case studies.
Session highlights:
- How to supersize business owner’s savings.
- How these plans add value and help retain clients.
- Designing plas for 5-500 person companies
Field of Study: Specialized Knowledge
Learn more about Matthew
Matthew O’Neil
As a small business owner and entrepreneur, I love listening and learning about the path, struggle, and successes of other small business owners. In nearly two decades of working with business owners, I have learned that most have poured their blood, sweat, and money into their business. As owners age and their operation continues to run successfully, they struggle with getting money out of the business and reducing their annual tax bill.
Matt and his firm, O’Neil Wealth LLC, partner with business owners across the US, to create customized plans that reduce their tax liability, while simultaneously growing their net worth. This allows them to focus on growing their business, selling their business, and/or planning for the retirement they’ve always wanted.
A graduate of Michigan State University’s Eli Broad College of Business, Matt has spent his entire career as an independent financial planner. A firm believer of continuing your education past the classroom, Matt is a Certified Financial Planner CFP® and Chartered Financial Consultant, ChFC®. Outside of the office he enjoys raising their three children with his wife Megan. He’s also an avid reader and enjoys 1960’s and 1970’s era muscle cars.

Holly Sullenger, PhD
Dr. Holly Speaks

4C: The Art of Persuasion
In today’s workforce, just about everything is up for debate, and the give-and-take mentality is a daily reality. Knowing the fine art of persuasion can help you understand how you can state your case in a way that persuades others to follow the best path for success. In short, understanding persuasion can help you know how to influence others healthily, and be aware of the techniques that others might use to try and change your beliefs and behaviors This interactive seminar will help participants understand how persuasion can be used, for good, in the workforce. This is a 50-minute interactive seminar. Each participant will receive a workbook and interactive instruction.
Field of Study: Personal Development
Learn more about Holly
Holly Sullenger
Dr. Holly Sullenger is an award-winning, internationally renowned expert in the fields of keynote speaking, corporate training, and business systems consulting. She offers speaking and training events in the areas of leadership, professional development, and technology. Dr. Holly has worked with individuals representing a vast array of different occupations and industries. She is known for being able to present high-level topics in ways that make the content easy to understand, to assimilate, and to act on. Dr. Holly’s passions include prompting “light bulb moments” in her participants, and helping professionals stay relevant in their fields. Dr. Holly has a PhD in Adult, Workforce and Continuing Professional Education from NC State University, an M Ed in Adult Education, and degrees in Business Management, Computer Science and Liberal Arts. This enables her to combine an in-depth knowledge of business and industry with adult-education techniques and infused humor in order to bring unparalleled knowledge and assistance to those she partners with. In addition to owning her own business, Dr. Holly is also an adjunct professor with the College of Education at NC State University. She is also the chair of the advisory board for the Training and Development Master’s degree program at NC State University.
DAY 2: Annual Symposium
Tuesday, November 19
8:00 am-4:55 pm
8 total CPE Credit Hours
= Available to in-person attendees
= Available to virtual attendees

Kassi Rushing, CPA
AICPA-CIMA

General Session 4: Human Leadership in an AI-World
Human Leadership in an AI World” session is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.
Session objectives will include the following competencies:
- Identify the six particularly human parts of every job – parts that AI will never replace
- Apply learnings to leverage Gen AI for decision making while retaining critical thinking and accountability
- Augment human skills with AI, rather than viewing AI as a replacement or threat
- Use learnings to foster a team/workplace culture that embraces the possibilities that AI advances
- Choose to lead confidently in an AI-integrated world
Field of Study: Business Management & Organization
Learn more about Kassi
Kassi Rushing, CPA
Kassi previously served as the director of people growth and engagement for HORNE LLP and as a corporate communicator at Southern Farm Bureau Life Insurance Company. She earned her Bachelor of Arts in communication with an emphasis in public relations from Mississippi State University and her Master of Science in corporate communication and public relations from Mississippi College. She holds her Certificate in Diversity & Inclusion from the Yale School of Management.
Kassi has worked with company’s like KPMG, Lowe’s, The Dollar Tree, and many more, in transforming their organizations for the future of work. Kassi is a working mom and owner of Kassi Rushing Consulting. She is the Vice President of Organizational Strategy & Employee Experience at Blue Hen, a consulting collaborative dedicated to organizational development and health. She is also a strategic partner, facilitator and designated Thought Leader at the Business Learning Institute, a division of the AICPA. You can follow her on Instagram at @momsmakegreatleaders.

General Session 5: Focus on the Profession: Advocacy & Professional Update
NCACPA brings participants an interactive and informative session on the latest and most major issues affecting the profession and the business climate on state, national, and global levels.
NCACPA will share insights on:
- Trends in corporate finance and the transformation of finance leaders
- Activities of standard-setters and regulators in US Congress and the NC General Assembly
- Awareness of updates on the accounting pipeline efforts, discussions on alternative paths to licensure and CPA mobility
- Other impactful updates from NCACPA and the AICPA
Field of Study: Specialized Knowledge

Mark Soticheck, CPA, CGMA
NCACPA
Learn more about Mark
Mark Soticheck, CPA, CGMA
NCACPA
Since July 2024, Mark has been the Chief Executive Officer of the North Carolina Association of Certified Public Accountants. In this role, he works with the Board of Directors in the development and implementation of the organization’s strategic direction. Prior to this role, Mark joined NCACPA in May 2016 as their Chief Operating Officer, where he oversaw communications, engagement, professional development, learning and innovation, finance and administration. Prior to joining NCACPA, Mark worked in public accounting with Dixon Hughes Goodman LLP for 10 years and as Chief Operating Officer for Fidelity Bank for three years. Mark has served on various boards including NCACPA’s Board of Directors and Executive Committee, Junior Achievement of Eastern North Carolina, the Triangle Land Conservancy as a board member and treasurer, as well as on both the Wake Technical Community College and North Carolina State University’s Poole College of Management’s Accounting Advisory Boards.

Robert Broome
NCACPA
Learn more about Robert
Robert Broome
As NCACPA Director of Advocacy, Robert works with our members to develop, implement, and communicate the association’s public policy agenda to legislators and regulators. He serves as staff liaison to several NCACPA Resource Groups, including Advocacy, Tax, Government, and Accounting & Attestation.
Robert has more than two decades of experience in government relations and executive management for professional associations. A native of Tennessee, he worked in Nashville and Atlanta before moving to Raleigh in 2013. He earned his Certified Association Executive credential in 2020, and he serves on the Board of Directors for Association Executives of North Carolina.

Courtney Knoll, PhD, CPA
UNC Chapel Hill
Learn more about Courtney
Courtney Knoll, PhD, CPA
Dr. Courtney H. Knoll is a Clinical Professor of Accounting at the Kenan-Flagler Business School, University of North Carolina at Chapel Hill and the Associate Dean of the Master of Accounting (MAC) Program. Through her leadership and professional involvement, Dr. Knoll plays a pivotal role in nurturing the next generation of accounting leaders, contributing significantly to the evolution of accounting education. During Dr. Knoll’s twenty plus years teaching MAC students at Kenan-Flager, she has taught nearly every course in the tax curriculum and currently teaches Federal Income Taxation, Tax Research, and International Taxation. A two-time recipient of the Weatherspoon Award for Excellence in MAC Teaching, Dr. Knoll’s enthusiastic teaching style has been recognized for its influence and effectiveness. Dr. Knoll’s work extends beyond the classroom. She has served as faculty advisory for the Undergraduate Accounting Club, the student Volunteer Income Tax Assistance (VITA) program, and numerous tax case competitions. In addition to these student-focused endeavors, she served as Executive Director of the UNC Tax Center, which aims to build bridges between academics, practitioners, and policymakers. During her time in this role, she expanded the center’s network and support through the formation of an impactful Alumni Leadership Council and spearheaded the development of new partnerships and events, including an annual conference with the Urban-Brooking’s Tax Policy Center, and the UNC Tax Summit, a joint event with the UNC School of Law. A CPA in both North Carolina and Georgia, Dr. Knoll recognizes the value of building strong connections between the MAC program and the accounting profession. She currently serves as chair of the North Carolina Association of CPAs’ board of directors. In addition, she is a long-time member of the American Institute of CPAs and the American Accounting Association, and currently serves as an AICPA Academic Champion and AICPA Council member. Prior to joining the faculty, Dr. Knoll earned her Ph.D. in Accounting from the Kenan-Flagler Business School. She worked for five years in Arthur Andersen, LLP’s Atlanta office after earning her Master of Science in Accounting and her Bachelor of Science in Commerce from the University of Virginia.

Dylan Stafford, CPA
FORVIS

General Session 6: State Pass-Through Entity Taxes: North Carolina and Beyond
Explore the intricacies of pass-through entity taxes, with a spotlight on North Carolina’s taxed pass-through entity legislation, and see how it stacks up against other states’ provisions. Delve into the eligibility criteria, the election process, and the calculation of taxable income and tax payments for PTEs. Understand the implications for individual tax returns, the necessary compliance and reporting requirements, and common issues encountered with PTE taxes. This session will equip you with a comprehensive understanding of the landscape of pass-through entity taxes with a focus on North Carolina’ taxed pass-through entity regime and its impact on individual owners.
Field of Study: Taxes
Learn more about Dylan
Dylan Stafford, CPA
Dylan is a senior manager in FORVIS’ State and Local Tax practice with over 10 years of public accounting experience. He focuses on income and franchise tax issues for clients in a variety of industries including manufacturing, professional services, real estate, retail, and technology. Services Dylan provides include nexus studies, apportionment analysis and planning, voluntary disclosure, audit defense and general research.
He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Dylan is a graduate of Georgia State University with an M. Tax degree, and a graduate of University of North Georgia with a B.B.A. degree in accounting.
Optional Collaborative Lunch: Sole Practitioners Roundtable
Join fellow accounting sole practitioners for an engaging and insightful roundtable discussion during the lunch hour on Tuesday, November 19 at NCACPA’s 85th Annual Symposium in Greensboro, NC. This collaborative session will provide a valuable opportunity to connect with peers, share best practices, and discuss common challenges in managing client relationships, staying up to date with regulatory changes, implementing new technologies, and balancing workloads. This non-CPE event is one of several programs created to offer actionable insights and foster a supportive community.
Ideas on topics? Please let us know by completing this form.
*This roundtable does not qualify for CPE credit and requires advanced registration at no additional cost outside of the conference registration fee. Space is limited, be sure to save your spot!
Note: Roundtable not available for virtual conference attendees.
Concurrent Sessions

Mike Manspeaker, CPA, CGMA
SEK CPAs & Advisors

5A: QMS – Timeline & Actions 2024 – Beyond
The effective date for designing and implementing a quality management system that complies with the AICPA’s new quality management (QM) standards is Dec. 15, 2025. We will provide an overview of the Quality Management suite of standards and discuss the steps you need to take to be ready for implementation.
Field of Study: Auditing
Learn more about Mike
Mike Manspeaker
Michael P. (Mike) Manspeaker works with SEK, CPAs and Advisors in the Assurance practice and is a member of the AICPA Auditing Standards Board. In addition, Mike is a past member of the AICPA Accounting and Review Services Committee (ARSC) and Technical Issues Committee (TIC). Mike is very involved with the peer review process and is currently the CPA on Staff for Coastal Peer Review (MD and NC). He is a past-chair of the Maryland Association of CPAs and the Maryland Peer Review Committee.
Mikes worked with manufacturing, retirement plan, construction, financial institution, and nonprofit clients. His expertise also include business and strategic planning, mergers & acquisitions, employee stock ownership plans, internal controls, and governance structures of business entities.

Cal Christian, PhD, CPA
East Carolina University

5B: It’s Your Life – What Are You Going to Do?
In the last 12 months, how have your circumstances changed? Has the person you were last year met the person you are going to become this year? In this year’s NC Professional Ethics course, we will look at several distinct moral leadership behaviors and examine opportunities for development of these behaviors in order to help shape the person you can become.
Field of Study: Behavorial Ethics
= This session qualifies for Behavioral Ethics CPE.
Learn more about Cal
Cal Christian, CPA
Cal Christian is a professor of accounting at East Carolina University teaching International Accounting and Accounting for Decision Making. He is a registered CPA in North Carolina and Mississippi, and has more than 10 years of experience in the public accounting profession with the former international accounting firm of Ernst & Whinney in Houston, TX, and Jackson, MS; and in industry with LDDS (the predecessor to WorldCom) and the Mississippi law firm of Holcomb, Dunbar. Cal holds a PhD from Florida State University and a bachelor’s degree in accounting from the University of Mississippi. He teaches continuing education classes for the NCACPA, AICPA, CPA firms, and publicly traded companies, and has been recognized as an NCACPA Outstanding Conference Speaker. While at ECU, Cal has been honored as a College of Business Teaching Fellow and has been awarded the UNC Board of Governors’ Outstanding Teaching Award and the ECU College of Business Scholar/Teacher Award. Cal also has several service responsibilities with ECU including serving as The NCAA Faculty Athletic Representative. Cal has been involved within the CPA profession as a NCACPA Board Member and within the Greenville Community as President of the Eastern NC Ronald McDonald House.

Randy Johnston, CPA
K2 Enterprises

5C: K2’s Microsoft Copilot – Uses and Functions for Executives
Microsoft’s Copilot service provides tremendous options for executives to take advantage of artificial intelligence to get better results in less time. As a generative AI tool, Copilot allows users to generate content in response to prompts they issue. In this session you will learn you will learn how you can use Copilot to create memos, conduct research, write emails, create PowerPoint presentations, and even write reports.
Generative AI is here, and Copilot is one of the leaders…make plans today to learn how to use this powerful tool!
Learning Objectives:
- Differentiate between the subscription options for Copilot
- List options for accessing Copilot
- Cite the steps necessary to create content using Copilot
- Identify examples of risks associated with using Copilot and other forms of generative AI
Field of Study: Information Technology
Learn more about Randy
Randy Johnston, CPA
Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high-profile technology vendors. Delivers national seminars to CPAs, business groups, and IT leaders on technologies used in accounting, healthcare, and banking. Creates and presents seminars and articles on 30+ technology topics, including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. Co-Founder – Consults and specializes in Strategic Technology, including planning, selection, and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence, and CRM; Infrastructure including Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing.
Programmer and system designer – Developed a medical system including the first paperless claims in Kansas, appointments, and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS.
Programmer and system designer – Developed and maintained P&L, Credit Union, and Feedlot accounting.
Concurrent Sessions

Mike Manspeaker, CPA, CGMA
SEK CPAs & Advisors

6A: QMS – AICPA Tool Kit
The AICPA has developed a Practice Aid titled “Establishing and Maintaining a System of Quality Management for a CPA Firm’s Accounting and Auditing Practice” to assist Firm implementation of the suite of Quality Management Standards. We will discuss the content of the Practice Aid and how it can be used to efficiently design your QM system to comply with the new standards.
Field of Study: Auditing
Learn more about Mike
Mike Manspeaker
Michael P. (Mike) Manspeaker works with SEK, CPAs and Advisors in the Assurance practice and is a member of the AICPA Auditing Standards Board. In addition, Mike is a past member of the AICPA Accounting and Review Services Committee (ARSC) and Technical Issues Committee (TIC). Mike is very involved with the peer review process and is currently the CPA on Staff for Coastal Peer Review (MD and NC). He is a past-chair of the Maryland Association of CPAs and the Maryland Peer Review Committee.
Mikes worked with manufacturing, retirement plan, construction, financial institution, and nonprofit clients. His expertise also include business and strategic planning, mergers & acquisitions, employee stock ownership plans, internal controls, and governance structures of business entities.

Jack Schmoll, CPA
Schmoll CPA

6B: Nexus
Navigating the complexities of nexus can be quite the challenge, especially with the evolving landscape of remote work and economic nexus for sales and income taxes. In this session we will delve into how remote workers affect state tax obligations, the intricacies of economic nexus, and the often-ambiguous guidance provided by states. This session would aim to dig more deeply into important and evolving issues as opposed to providing a broad overview.
Field of Study: Taxes
Learn more about Jack
Jack Schmoll, CPA
Jack Schmoll is an experienced state and local taxation professional with 31 years of experience. He worked for 9 years with the Washington State Department of Revenue and 22 years in public accounting. Jack helps other accounting firms with state and local tax expertise and works on North Carolina and multistate tax issues. He is a frequent presenter for NCACPA and other organizations and provides state and local tax education to CPA firms and businesses.

Randy Johnston, CPA
K2 Enterprises

6C: K2’s Microsoft Copilot – Unleashed
Microsoft Copilot Unleashed covers the evolution and application of generative AI tools in Microsoft’s ecosystem, including the introduction of Microsoft 365 Copilot and its integration into various Microsoft 365 apps. This course discusses the importance of perfecting prompts for effective AI interaction and the use of Copilot across the Microsoft Office Suite. Also covered are Copilot privacy concerns associated with AI tools, as they learn from user data, and the need for clear and specific prompts to ensure confidentiality and usability. The presentation emphasizes Microsoft’s foundational principles of security, compliance, privacy, and responsible AI to protect data at all organizational levels while demonstrating how Copilot can improve you and your organization’s productivity.
Learning Objectives:
- Understand the capabilities and applications of Microsoft 365 Copilot within the Microsoft ecosystem, including its integration with various Microsoft 365 apps and upcoming features.
- Recognize the importance of constructing effective prompts for AI interaction and the foundational principles of security, compliance, privacy, and responsible AI in the context of generative AI tools.
- Explore the advancements in AI tools, and how these innovations can enhance productivity and decision-making processes across different Microsoft applications.
Field of Study: Information Technology
Learn more about Randy
Randy Johnston, CPA
Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high-profile technology vendors. Delivers national seminars to CPAs, business groups, and IT leaders on technologies used in accounting, healthcare, and banking. Creates and presents seminars and articles on 30+ technology topics, including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. Co-Founder – Consults and specializes in Strategic Technology, including planning, selection, and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence, and CRM; Infrastructure including Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing.
Programmer and system designer – Developed a medical system including the first paperless claims in Kansas, appointments, and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS.
Programmer and system designer – Developed and maintained P&L, Credit Union, and Feedlot accounting.
Concurrent Sessions

Carey Blakeman, CPA
Institute for Internal Auditors

7A: Risk in Focus Report: Understanding the Risks Your Organization Should be Preparing For in 2025
What risks should your organization be preparing to address next year? The Institute of Internal Auditors’ annual Risk in Focus report provides insight to help leaders answer that question. The session will go in-depth on the findings of the just-released 2025 report, providing practical, data-driven research that finance professionals can use to better understand today’s evolving risk environment and prepare audit plans for the year ahead.
In this session, participants will:
- Learn about the new North American Risk in Focus report.
- Explore the major risks impacting organizations today as identified by thousands of Chief Audit Executives.
- Discover the major risks that survey respondents expect to impact internal audit plans in next 3 years.
- Review resources for advising your board members on the key risks impacting your organization.
Field of Study: Auditing
Learn more about Carey
Carey Blakeman
CPA overseeing strategy for various topical for-sale product portfolios with a demonstrated history of working in the accounting and auditing industry. Skilled in leading new product planning and launching products to drive revenue. Enthusiastic collaborator to internal and external stakeholders to meet the needs of our members and other accounting professionals.

Walter Sabrin
SOLVO/Vensure

7B: Alternative Workforce Solutions: Trends and Opportunities
This session will provide an in-depth exploration of nearshoring, a strategic approach to outsourcing business processes to nearby countries. Participants will learn about the business drivers prompting the shift to nearshore talent, including cost savings and risk management. The presenter will cover the benefits and considerations of nearshoring, practical steps for getting started, and best practices to ensure success. Through industry examples, attendees will understand the do’s and don’ts, commonly nearshored roles, and how to effectively manage nearshore engagements for optimal results.
Field of Study: Personnel/Human Resources
Learn more about Walter
Walter Sabrin
SOLVO/Vensure
Originally from New York City, Walter lives in South Florida with his family, two cats, and a big German Shepherd dog named Frankie. He loves all sports, especially tennis, and hasn’t lost a ping pong match in over two years.
Walter has over 20 years of recruiting experience in most of the hiring universe. From contingent and retained searches and agency and corporate recruiting to temporary and direct hire, RPO, high volume, and highly specialized searches are just some areas of expertise he brings to Vensure Employer Solutions and Solvo.
Walter manages the internal and external recruiting processes for all Division Partners, clients, and companies based in the United States, Colombia, Argentina, Canada, Dominican Republic, Honduras, Guatemala, and Mexico. This team is responsible for finding and hiring the best talent in the PEO, HCM, BPO, and HR outsourcing industries. With thousands of clients worldwide, Vensure changes how clients manage people, retain talent, accomplish goals, and improve company culture. Walter and his team combine cutting-edge technology with industry best practices to accelerate their clients’ businesses and regain organizational peace of mind.

Randy Johnston, CPA
K2 Enterprises

7C: K2’s Power BI in Five Easy Steps
Micrsoft’s Power BI Platform provides tremendous opportunities to improve financial and operational reporting. Yet, many business professionals have yet to explore Power BI and how to capitalize on the the capabilities of this reporting platform.
In this session, you will learn the five steps necessary to get started with Power BI. Upon completing this session, you will be well on your way to building professional quality business intelligence reports and dashboards.
Learning Objectives:
- Identify necessary steps to link data into Power BI datasets
- List examples of useful visualizations
- Cite examples of data analytics options in Power BI
- Differentiate between reports and dashboards
Field of Study: Information Technology
Learn more about Randy
Randy Johnston, CPA
Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high-profile technology vendors. Delivers national seminars to CPAs, business groups, and IT leaders on technologies used in accounting, healthcare, and banking. Creates and presents seminars and articles on 30+ technology topics, including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. Co-Founder – Consults and specializes in Strategic Technology, including planning, selection, and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence, and CRM; Infrastructure including Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing.
Programmer and system designer – Developed a medical system including the first paperless claims in Kansas, appointments, and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS.
Programmer and system designer – Developed and maintained P&L, Credit Union, and Feedlot accounting.
Concurrent Sessions

Kelsey Mayo, JD
Poyner Spruill LLP

8A: Employee Benefit Plan Audit Update
Join us for a fast-paced session where we’ll delve into the latest 2024 updates on Employee Benefit Plans and the significant impact of the Secure Act 2.0. This presentation will cover the new regulatory changes, strategic planning opportunities, and critical compliance requirements that professionals in the field need to know. Don’t miss this essential update to stay ahead in your practice.
Field of Study: Auditing
Learn more about Kelsey
Kelsey Mayo
Poyner Spruill LLP
Kelsey’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements.
Kelsey enjoys helping professionals decipher the most complex areas of this field and speaks regularly with industry organizations, including the American Society of Pension Professionals and Actuaries and CPA organizations. Kelsey was a long-time volunteer on both ASPPA and ACOPA’s Government Affairs Committees and now serves as the American Retirement Association’s Director of Regulatory Policy.
Kelsey also brings her background in accounting as well as her study for the actuarial exams to bear for the benefit of her clients. She is uniquely positioned to understand how benefits integrate with a company’s financial concerns and to assist owners and executives in managing these benefit programs.

Abigail Peoples, CPA
Peoples Law

8B: Asset Protection Planning for Older Adults
The upcoming session will delve into the complexities surrounding long term care Medicaid planning for single and married older adults. We will look into who may qualify for Medicaid assistance with long term care and we will examine ways to protect assets for spouses and for legacy giving while also ensuring our clients’ loved ones receive the nursing care they need. This session aims to equip participants with the knowledge to navigate the challenges and make informed decisions regarding Medicaid planning and estate management.
Field of Study: Business Law
Learn more about Abigail
Abigail Peoples, CPA
Abigail E. Peoples started the firm in 2009 right out of law school. Born and raised in Greensboro, she enjoys working with residents of the Triad area and beyond. She graduated from Western Guilford High School, and went on to college at the University of North Carolina at Chapel Hill—Go Tarheels! Abigail also earned a Masters in Counseling at Regent University in Virginia prior to attending law school at the College of William & Mary, Marshall-Wythe School of Law in Williamsburg, Virginia. She enjoys spending time with friends and family, as well as her dog Tucker (the firm’s “Supervising Pawalegal”), and loves reading, hiking, quilting and watching movies.
Abigail brings to her practice compassion and integrity that are often hard to find in the legal world. She also has an exceptional academic record and career background that reflect her hard work and success. Abigail’s practice focuses on estate planning, estate administration, guardianships and elder law. She will be happy to discuss other topics with you to determine if she can assist you with your particular situation or to guide you to someone who can. She looks forward to talking with you about your legal needs.

Eric Hobbs
Technology Associates

8C: WISP Requirements
Join us for an in-depth 50-minute session where we will explore the IRS requirements for Written Information Security Plans (WISP). This session is designed for Certified Public Accountants in North Carolina seeking to ensure compliance with the latest federal regulations. We will cover the key components of a WISP, strategies for implementation, and how to avoid common pitfalls. Stay ahead of the curve and safeguard your practice with actionable insights from industry experts.
Field of Study: Management Services
Learn more about Eric
Eric Hobbs
Technology Associates
Hobbs started in 1991 as Network Administrator for a professional liability insurance carrier and was later promoted to IT Manager. In 1997, Eric started Technology Associates with the mission to provide ‘Big Company IT’ to businesses who didn’t have an IT staff. Over the years, Eric has worked with businesses large and small to help leverage technology for a competitive advantage.
DAY 3: Annual Symposium
Wednesday, November 20
8:00 am-4:50 pm
8 total CPE Credit Hours
= Available to in-person attendees
= Available to virtual attendees
Concurrent Sessions

Jennifer Louis, CPA
Emergent Solutions

9A: Managing the Black Holes of Client and Engagement Management
Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement.
Session highlights:
- Guidelines for better ensuring that clients are ready for the start of engagements.
- Best practices for improved delegation and project management.
Field of Study: Specialized Knowledge
Learn more about Jennifer
Jennifer Louis, CPA
Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies. Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years. Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters. Over her six years at AuditWatch, Jennifer served many roles. She began her career at AuditWatch as Vice President of Product Development. Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses. Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs. She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings. She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).
Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.
Jennifer was also an Audit Manager at Deloitte, in Washington, DC. During her five years with Deloitte, she was a frequent local and national instructor. Jennifer also served as an instructor for the firm’s national “Train the Trainers” program.
Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina. Contact Jennifer via email at [email protected], or via LinkedIn

Speaker information coming soon!

9B: State Board Update
More information coming soon!
Field of Study: Specialized Knowledge

Don Tomoff, CPA
AICPA-CIMA

9C: ChatGPT: Custom GPTs for Accountants – What They Are and How to Use Them
Transform your professional workflows with ChatGPT’s Custom GPTs. In this course, you’ll gain the knowledge and tools to revolutionize the way you work by leveraging AI “apps” built specifically for accounting professionals. Unlock the potential to streamline complex tasks, automate routine processes, and boost your productivity like never before. From performing quick research to generating in-depth analyses instantly, Custom GPTs allow you to focus on high-value tasks that drive results. Whether it’s automating repetitive actions or simplifying workflows, this course provides a clear path to elevating your efficiency and effectiveness.
After completing this course, participants will be able to:
- Understand the fundamentals of ChatGPT Custom GPTs and their potential applications in your professional workflows.
- Evaluate suitable Custom GPTs for integration into existing accounting workflows.
- Assess the ethical considerations and best practices for implementing GPTs in accounting processes.
- Develop strategies for effectively leveraging Custom GPTs to enhance productivity and maximize effectiveness.
Field of Study: Information Technology
Learn more about Don
Don Tomoff, CPA
Don is the founder of Invenio Advisors LLC, a consulting firm that excels in optimizing information management, enhancing process efficiency, and elevating reporting and data analysis capabilities. Additionally, the firm specializes in comprehensive education and training services. With a background that spans “Big 4” public accounting, and significant roles in senior-level industry finance, including an eight-year tenure as VP, Finance and Treasurer at Jo-Ann Stores, equips him with deep knowledge of industry insight and practical business perspective.
Since shifting focus in 2010, Don has dedicated himself to assisting executives and organizations in navigating the complexities of digital transformation, with a particular emphasis on process improvement, data analytics, and the development of knowledge management information strategies. His approach emphasizes pinpointing critical improvement areas and employing technology to drive significant advancements, marrying hands-on experience with strategic vision.
Beyond consulting, Don is a course developer and instructor with the Business Learning Institute, and has emerged as a leading voice on Excel, digital technologies, and the exciting frontiers of Generative AI and ChatGPT. Through sharing his knowledge via talks, workshops, and advisory roles, he has gained a reputation as an influencer in the tech-business nexus.

Jennifer Louis, CPA
Emergent Solutions

10A: Strengthening Inquiry Skills – Tips for Gathering the Information You Need on Audits
Inquiry is an important procedure for gathering audit evidence.
Session highlights:
- Designing questions to illicit the information you need to evaluate the fair preparation of financial statements.
- Structuring inquiry sessions to meet your objectives – whether the interactions are in person or virtual.
Field of Study: Auditing
Learn more about Jennifer
Jennifer Louis, CPA
Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies. Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years. Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters. Over her six years at AuditWatch, Jennifer served many roles. She began her career at AuditWatch as Vice President of Product Development. Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses. Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs. She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings. She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).
Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.
Jennifer was also an Audit Manager at Deloitte, in Washington, DC. During her five years with Deloitte, she was a frequent local and national instructor. Jennifer also served as an instructor for the firm’s national “Train the Trainers” program.
Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina. Contact Jennifer via email at [email protected], or via LinkedIn

Paula McMillan, CPA/PFS, CFP®, CEPA®, CDFA®, CGMA
Stearns Financial

10B: Elevate Your Retirement: Social Security Strategies for Success
When contemplating retirement income over a longer life, most begin with Social Security – and some key questions. When should I start collecting benefits? How do I estimate and maximize them? Is Social Security sustainable? How can I coordinate my benefits with other retirement income sources to maximize overall income? Find out how Social Security rules and strategies can work for you!
Field of Study: Finance
Learn more about Paula
Paula McMillan, CPA/PFS, CFP®, CEPA®, CDFA®, CGMA
Paula is a recognized thought-leader in navigating retirement readiness and the unique financial challenges of women. Paula created two national AICPA podcast series – Retirement Readiness and Women and Wealth and is a TEDx presenter on Retirement: Longevity and Security. Paula is regularly published and quoted in national and local publications, including The Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, The Business Journal, The Tax Adviser, Journal of Accountancy, NCACPA Interim Report, How Stuff Works and more.

Don Tomoff, CPA
AICPA-CIMA

10C: ChatGPT: Building Your First Custom GPT
Unlock the power of AI customization with this session and learn step-by-step how to design and deploy your own AI assistants tailored specifically to your professional needs—without needing any programming expertise. This course will guide you through the process of building Custom GPTs within ChatGPT, from defining the right use case to integrating them seamlessly into your accounting workflows.
Whether it’s automating repetitive tasks, generating reports, or streamlining research tasks, this session equips you with the practical skills to develop AI tools that drive efficiency. We’ll also address key ethical considerations and best practices to ensure responsible AI usage in your day-to-day operations.
After completing this course, participants will be able to:
- Recognize custom GPTs and distinguish them from standard GPT models, identifying several use cases for business automation.
- Demonstrate the process of creating a custom GPT by applying settings, uploading knowledge, and setting up actions.
- Determine ethical and privacy considerations in creating custom GPTs, indicating several best practices for responsible AI and data security.
- Design a plan to implement a custom GPT in their work environment, choosing objectives and resources.
Field of Study: Information Technology
Learn more about Don
Don Tomoff, CPA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer. Since 2010, Don has focused his efforts with executives and companies on many digital process improvements, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
Concurrent Sessions

Zackery Reichenbach-Carr
RSM

11A: High Value AI Use Cases in Professional Services
Unleash the potential of AI in your professional services firm! Our “High-Value AI Use Cases” session spotlights proven applications that deliver real ROI. Discover how AI can revolutionize everything from document analysis and legal research to client engagement. Walk away with actionable strategies to streamline workflows, boost efficiency, and unlock hidden value across your organization.
Field of Study: Business Management & Organization
Learn more about Zackery
Zackery Reichenbach-Carr
Zackery Reichenbach-Carr is the Artificial Intelligence Leader at RSM US LLP, a leading provider of audit, tax, and consulting services to middle market businesses. He is responsible for developing and executing a comprehensive AI strategy that encompasses cutting-edge AI techniques, ensuring RSM remains at the forefront of innovation in the industry. He also leads a team of AI professionals and collaborates with cross-functional teams to identify and deliver AI solutions across various business functions, including audit, tax, consulting, and risk advisory services. Zackery has over 10 years of experience in the AI and machine learning field. He has a proven track record of building and leading high-performing teams, delivering measurable business outcomes, and providing thought leadership and guidance on ethical AI practices and AI governance.

Paula McMillan, CPA/PFS, CFP®, CEPA®, CDFA®, CGMA
Stearns Financial

11B: Balancing Retirement Health Care Quality and Cost: Medicare and Long-Term Care
What do retirees need to do to obtain the coverage needed and protect against rising healthcare costs in retirement? Starting with an overview of Medicare and ending with a discussion of long-term care, learn how healthcare works in retirement, decode the expected costs post-Medicare and make informed decisions now for a worry-free, healthier tomorrow.
Field of Study: Finance
Learn more about Paula
Paula McMillan, CPA/PFS, CFP®, CEPA®, CDFA®, CGMA
Paula is a recognized thought-leader in navigating retirement readiness and the unique financial challenges of women. Paula created two national AICPA podcast series – Retirement Readiness and Women and Wealth and is a TEDx presenter on Retirement: Longevity and Security. Paula is regularly published and quoted in national and local publications, including The Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, The Business Journal, The Tax Adviser, Journal of Accountancy, NCACPA Interim Report, How Stuff Works and more.

Rafe Martin, CRO, CCRP
Comtech

11C: The FTC Safeguards Rule: Compliance Overview, IT Vendor Selection, and Cyber Liability Insurance
In this session, we will explore the FTC Safeguards Rule, focusing on its application and the nine required elements your company must include to ensure compliance. We’ll also provide practical guidance on selecting the right IT vendor or working with your internal team to meet compliance needs. In addition, we’ll discuss the benefits of cyber liability insurance as part of your overall security strategy.
Key Points:
What is the FTC Safeguards Rule?
Overview of the rule and who it applies to.
What Are Companies Required to Do?
Step-by-step breakdown of the 9 required elements for an information security program.
Guidance on Selecting an IT Vendor and Questions for Your Internal IT Team:
Learn what to look for when choosing an external IT provider to ensure they meet compliance and security needs. For businesses with internal IT teams, discover key questions to ask to ensure best practices around the Safeguards Rule and data security are being followed.
Overview of Cyber Liability Insurance:
Highlight the benefits of cyber liability insurance, including financial protection and support in the event of a data breach.
By the end of this session, you’ll have a clear understanding of the FTC Safeguards Rule and its essential elements. Whether you’re working with an external IT provider or managing internal teams, you’ll leave with practical guidance and actionable steps to enhance your organization’s compliance efforts, strengthen its cybersecurity posture, and understand the role of cyber liability insurance in protecting against financial risks.
Field of Study: Information Technology
Learn more about Rafe
Rafe Martin, CRO, CCRP
ComTech
Rafe Martin is the Chief Risk Officer at ComTech. He helps clients manage cyber risks and enhance operational preparedness through effective cyber resilience planning.
With over 30 years of IT experience, Rafe holds a Certificate in Artificial Intelligence from MIT, is Certified in Cybersecurity, and holds the Certified Cyber Resilience Professional (CCRP) certification from DRI International.
As an in-demand speaker and host of ComTech’s RippleFX podcast, Rafe shares insights on emerging technology, including cybersecurity, cyber resilience, and artificial intelligence at conferences, on podcasts, and in webinars.
Whether it’s creating harmony with his bluegrass band or experimenting with the culinary philosophy that anything wrapped in bacon and put on the smoker is bound to be a masterpiece, Rafe enjoys life’s varied flavors. He also cherishes spending time with his wife of 34 years and their family.

General Session 7: Creating a Dynamic Firm Culture
Join us for a dynamic panel discussion featuring top CPA firm leaders from North Carolina, recognized by peers and Accounting Today for their exemplary firm culture. These industry trailblazers will share insights on maintaining a winning culture amidst challenges such as talent pipeline issues and alternative firm structures. Discover how these firms have transformed, adapting to new financial landscapes while upholding the integrity and excellence that earned them the reputation for being recognized by the accounting community. Don’t miss this opportunity to learn from the best in the business.
Field of Study: Personnel/Human Resources
Panelists

Mark Soticheck, CPA, CGMA
NCACPA
Learn more about Mark
Mark Soticheck
In May 2016, Mark joined the North Carolina Association of CPAs as their Chief Operating Officer where he oversees communications, engagement, professional development, learning and innovation, finance and administration. In addition, he works with the CEO and the Board of Directors in the development and implementation of the organization’s strategic direction. Prior to this position, Mark worked for Fidelity Bank, a community bank of approximately $2 billion in assets with 60 branches in North Carolina and Virginia, as Senior Vice President and Chief Operating Officer for three years where he oversaw several operational departments, information technology, project management and strategic planning, as well as co-created the Bank’s Business Solutions department. Prior to this position, Mark worked for Dixon Hughes Goodman LLP for 10 years, rising to the level of senior manager in the firm’s financial institutions group. He has experience with both SEC registered and privately held clients providing assurance services, M&A and other due diligence consulting, SEC reporting and outsourced Sarbanes-Oxley/FDICIA-related services. Mark is a licensed Certified Public Accountant (CPA) in the State of North Carolina. He was a member of AICPA Council from 2013-2016 and served on various Boards of Directors including the NCACPA as a Board member and then Treasurer, the Triangle Land Conservancy as a Board Member and Treasurer. He is currently a board member of Junior Achievement of Eastern North Carolina and also serves on both the Wake Technical Community College and NC State University’s Poole College of Management’s Accounting Department Advisory Board. All that aside, Mark loves spending time with his wife of 9 years, Lisa, and his children Penelope and (Little) Mark. He received both his undergraduate and graduate degrees from Florida State University and is an avid Seminoles fan! To relax, he loves to cook, especially authentic Lebanese food. Mark’s a huge fan of Harry Potter, all of the Marvel movies, Boston sports teams and well-folded clothes.

Deetra Watson, CPA
Blackman & Sloop
Learn more about Deetra
Deetra Watson
Deetra joined Blackman & Sloop in 2005 as a staff accountant and quickly climbed the ranks to her current position as a principal in the assurance department. She is skilled in helping nonprofit and educational clients identify opportunities to strengthen their financial governance, business strategy, and operational efficiencies. Furthermore, she challenges the status quo by helping them anticipate future trends and drive innovation. Her experience is vast, having worked with a variety of nonprofit organizations, as well as colleges and universities.
A devoted member of both her professional and local communities, Deetra has authored articles for industry publications and presented seminars on a variety of nonprofit accounting and management topics. In addition, she volunteers her accounting services to local small businesses and community organizations, and by serving on boards for various local nonprofits.
Deetra describes herself as “a quiet storm”—she’s calm and peaceful on the outside, but inside she is full of ideas. Her peers consider her dedicated and hard working. Deetra’s driven nature, along with the consistent support of her family and the mentors she has had along the way, are the major factors to which she attributes her success.
Raised in Durham, North Carolina, Deetra continues to reside in her hometown with her sons. When she isn’t volunteering or preparing audits, Deetra enjoys spending time with her family and friends, playing sports, and getting in some stress-relieving exercise.

Kelly Puryear, CPA
TRP Sumner
Learn more about Kelly
Kelly Puryear
Kelly is a partner in the Fayetteville office and is also the firm’s Chief Executive Partner (CEP). In his role as CEP, Kelly is responsible for guiding the firm’s overall strategy as well as its day-to-day operations. Kelly earned his Bachelor of Science in Commerce from the University of Virginia. Kelly began his career with PricewaterhouseCoopers, LLP in Winston-Salem, NC before joining the firm’s Fayetteville office in 1982. His practice experience includes working with small businesses in a variety of areas including tax planning, financial reporting and management advisory services. Kelly’s vast experience in the construction industry enables him to provide construction companies with valuable guidance in all areas of their business, from how to maximize their bonding plans to how to strengthen their internal control systems. In his work in the health care industry, Kelly has advised medical practices in areas such as benefit analysis and accounts receivable monitoring. He also has significant experience in working with government contractors in all phases of their business. Kelly has assisted government contractors in the start-up phase to successfully structure their businesses and system designs in order to comply with Federal Acquisition Regulations (FAR).

Kim Ripberger, CPA
BRC
Learn more about Kimberly
Kim Ripberger
Kim is an assurance partner at our firm with over 20 years in public accounting. Her previous experience included working in Industry in process improvement and project management. She works primarily with clients involved in the governmental, non-profit and affordable housing industries, including tax credit properties, U.S. Department of Housing and Urban Development, and U.S. Department of Agriculture Rural Development sites. She has experience in all phases of accounting, auditing, and regulatory compliance related to these clients.
At the end of 2021, the BRC Partners established several “Strategic Initiatives” as a way for BRC to continue being a premier public accounting firm. One of these initiatives was “Employee Engagement” as we wanted to be the “Firm of Choice” for our employees in our ever-changing and competitive profession. Through this initiative, on March 1, 2022, BRC launched the role of CPO or Chief People Officer for the firm as one avenue to achieve this goal. Kim enthusiastically accepted the challenge of this role in addition to continuing in her role as Assurance Partner at BRC. She has always viewed our employees as our most important asset. “We function as a high-performing team when we all work together daily to serve our clients, each other, and our community. To provide you with the true accountant verbiage, I see our employees as an investment on the balance sheet, not a salary and benefits expense on the income statement.”
Kim leads BRC’s efforts to manage strategy and processes related to building and retaining an exceptional team of empowered, engaged professionals. She provides strategic leadership to ensure excellence across BRC in the areas of talent acquisition, career development, diversity, equity and inclusion as well as employee wellbeing to sustain our overall cultural strategy at BRC of being Balanced, Responsive, and Connected.

Vickie Martin, CPA
Martin & Starnes
Learn more about Vickie
Vickie Martin
Vickie has over 30 years of accounting and tax consulting experience serving closely-held companies, family businesses, non-profit organizations, and individuals. She founded Martin Starnes & Associates, CPAs, P.A. in 1987. As a result of her leadership abilities and her passion for the financial field, the firm has grown to become a leader in tax and audit services.
In addition to her general tax experience, Vickie specializes in estate and gift tax planning and conducts business valuations. She is a Certified Specialist in Estate Planning (CSEP) and holds a Certificate of Educational Achievement in Business Valuations by the AICPA. She is also a Personal Financial Specialist (PFS) and a Certified Global Management Accountant (CGMA). Vickie received her Bachelor of Science degree in Accounting with honors from Lenoir-Rhyne College in 1979.
Vickie recently received her Personal Financial Specialist (PFS) certification from the American Institute of CPAs (AICPA). As mentioned on their website, the AICPA’s PFS Credential is granted exclusively to CPAs who have the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical for obtaining the most valuable, objective advice possible. All areas of personal financial planning – including estate, retirement, investments and insurance – have tax implications, and PFS professionals have the experience, ethics and expertise to get the job done right.

Michael Walden, PHd
Walden Economics Consulting

General Session 8: Economic Update
As 2024 comes to an end, there are mixed views on the economy. On the positive side, a recession has so far been avoided, and the inflation rate is nearing the Federal Reserve’s goal. This has resulted in the “Fed” signaling it is ready to begin reducing its key interest rate, which other rates follow. But on the negative side, there are signs of slowness in the economy, particularly the labor market with downward revisions in job totals and a jump in the unemployment rate. So which should we be, optimistic or pessimistic about the future economy?
Dr. Mike Walden, a Reynolds Distinguished Professor Emeritus and 43 year veteran of teaching at North Carolina State University, will use his unique ability to explain the economy in an understandable way to bring his insights and forecasts to our current economic situation. Walden will also look long-term and discuss both his worries and excitement about the future economy, both in North Carolina and in the country.
Field of Study: Economics
Learn more about Michael
Michael Walden, PHd
“Michael Walden, Ph.D., is a William Neal Reynolds Distinguished Professor Emeritus at North Carolina State University and President of Walden Economic Consulting, LLC. During his 43 years on the faculty at NC State, Walden became recognized as an expert on the state economy and public policy. He is the author of thirteen books and over 330 articles and reports, and he has made 3200 personal appearances. Walden is also a frequent contributor to the national and state media and has appeared on all the major national news outlets. He continues to write a biweekly newspaper column distributed throughout North Carolina.
Walden has served on several public committees and commissions, including the “Future of Wake County” and the “NC FIRST Transportation Commission.” He has won numerous awards, including two Champion-Tuck Awards for Excellence in Broadcasting, the UNC Board of Governors Award for Excellence in Public Service, the Holladay Medal for Excellence from North Carolina State University, and the Order of the Long Leaf Pine. His latest book is Re-Launch: How the Family Can Be Renewed and the American Dream Revived in the New Independent Lifestyle of the Post-Pandemic Economy. Walden is a member of the North Carolina Economic Development Association, and he resides in Raleigh with his wife, Mary.”

David Cieslak, CPA
RKL eSolutions

General Session 9: Tech Update
In our ever-evolving digital era, 2024 stands as no exception. Technology, like a tempest, disrupts and transforms every facet of our lives—both personal and professional. From Artificial Intelligence (AI) and Generative AI to 5G networks, blockchain, IoT, robotics, and electric vehicles (EVs), innovation reshapes virtually every product and service we come in contact with.
Join Inspector Gadget on an expedition through the latest tech trends and vendor solutions. We’ll explore cutting-edge gear, decode algorithms, and uncover the secrets of this dynamic landscape. In an age where technology is paramount, equip yourself with the essential knowledge to navigate the digital road ahead.
Field of Study: Information Technology
Learn more about David
David Cieslak, CPA
“David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes.
He is a frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA) and other state accounting societies as his alter ego “Inspector Gadget.” He is a Sage Intacct Certified Consultant and holds the GIAC Security Essentials Certification (GSEC). He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation.”

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