55th Annual Virginia Accounting & Auditing Conference
17.00 Credits
Member Price $640.00
Price will increase by $75 after 9/15
Non-Member Price $640.00
Price will increase by $75 after 9/15
Overview
Join us for the most popular CPA conference of the year! You'll receive updates in auditing, tax, fraud, accounting, technology and more. By attending in person, you get the benefit of face-to-face interaction with other accounting professionals. Plus, ask your questions live and get answers in real-time. Join us for the 55th Annual Virginia Accounting & Auditing Conference in Roanoke — the premier event for CPAs and accounting professionals. Stay ahead of the curve with essential updates in auditing, tax, fraud, accounting, technology and more. Connect face-to-face with peers and industry experts, and engage in dynamic discussions where you can ask your questions live and receive real-time insights that will help in your day-to-day practice.All attendees will need to have a laptop, smartphone or tablet with you to record your CPE credits.
In-person registrations are subject to a $100 fee if you choose to transfer to the online option within two weeks of the in-person event.
Hotel Roanoke Accommodations
Rate: $189/single/double before Sept. 5, 2025 — Click here to reserve your room online.
Reservations phone: (540) 985-5900
Parking: Self-parking is $12/day or $18/night. Valet: $20/day or $28/night.
- Delivery Method: Group-live
- CPE Credit: Accounting, Auditing
- Program Level: Update
Prerequisites
None
Designed For
CPAs in public accounting, industry, government and education
Objectives
To provide CPAs and accounting professionals with the latest updates and insights in accounting and auditing through expert-led sessions and interactive discussions.
Preparation
None
September 29, 2025
General Session
- 1. Unmasking Fraud
Clare Levison, Owner, Clare Levison, CPA
Clare Levison
Clare Levison, CPA, is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change.?Prior to founding Inspired Responsibility, she spent more than 20 years in the aerospace and defense industry involved in all aspects of management, project and financial accounting, as well as government compliance.
Clare currently serves as a member of the American Institute of CPAs (AICPA) Professional Ethics Executive Committee (PEEC) and chair of PEEC’s artificial intelligence task force.?She is also a fervent financial literacy advocate and the author of “Frugal Isn’t Cheap: Spend Less, Save More and Live Better.”?She has appeared on major radio and television networks across the country discussing finance topics and has been a contributor to numerous publications including Family Circle, Fox Business, Glamour, Kiplinger’s, Redbook, The Wall Street Journal, USA Today and U.S. News & World Report.
Fraud can cripple businesses, erode trust and cause lasting financial damage. We’ll uncover how fraud happens, who’s most at risk, and what controls can safeguard assets and reputations.
Credit: Auditing — 1
Credits: 1 - Auditing
This session is available to registrants and their guests
Breakout Session
- 2A. Fraud: How & Why
Ryan Hamilton, Assistant Director of Internal Audit
Ryan Hamilton
Ryan Hamilton is the Assistant Director of Internal Audit within the Office of Audit, Risk, and Compliance (OARC) at Virginia Tech. Ryan earned a Bachelor of Science in Accounting and Information Systems from Virginia Tech and a Master of Policy Leadership from Georgetown University. He is a Certified Internal Auditor and a Certified Fraud Examiner. Within OARC, Ryan is responsible for managing the office’s comprehensive quality assurance program, overseeing the audit teams, and managing special projects, which comprise investigative reviews and advisory services.
Prior to joining OARC in 2018, Ryan spent almost 14 years working for the Central Intelligence Agency. For the majority of his Agency career, Ryan served in the Office of Inspector General, working in both the Office of Audits and the Office of Investigations. He specialized in performance audits of sensitive programs, compliance reviews, and financial investigations.
In this session, we’ll walk through a few fraud cases and assess the “how” and the “why.” How was the fraud accomplished (i.e., what were the gaps in internal controls)? Why did the fraudster do it (i.e., what was his/her motivation)?
Credit: Auditing — 2
Credits: 2 - Auditing
This session is available to registrants and their guests
- 2B. Business Valuations: Show Me the Money!
Joseph Thornton, Dir. of Valuation Services, Brown, Edwards & CompanyJoseph Thornton
Joseph Thornton, CPA/ABV, CFF, PFS, CFP®, CVA, has over 30 years of experience in business valuation, public accounting, banking and financial consulting services. He is a former founder, director and commercial loan officer for Regency Bank in Richmond, and has many years of experience in all aspects of public accounting. Joe provides business valuation and related consulting services in the Richmond office of Brown Edwards & Company LLP. As a valuation expert, he has prepared valuation reports for a wide range of purposes including: business planning, business purchases and sales, gift and estate tax returns, planning for gifts, estates and trusts, and other valuation consulting services. He has been accepted as a qualified expert witness in various courts within Virginia in the area of business valuations and accounting. Joe has also been recognized as one of Virginia’s “Super CPAs” in the Business Valuation/Litigation category by the Virginia Business magazine and the Virginia Society of CPAs.
In this interactive session, Joe will guide participants through a case study of valuing an operating business to highlight the methodologies and nuances of the business valuation process. During these turbulent and uncertain times, business valuations remain a critical component of gift, estate, income tax and business succession planning. Closely-held and family-owned businesses require increased attention, especially in light of the looming 2025 sunset provisions. Joe will discuss planning tips necessary for effective business valuations and calculations, review the differences in valuations and calculations, explore examples of the consequences of improper planning, and offer practitioner tips for providing value-added services for clients.
Credit: Specialized Knowledge — 2
Credits: 2 - Specialized Knowledge
This session is available to registrants and their guests
- 2C. Emerging Developments & Issues for the Economy & Business
Jeffrey Lewis, President & Managing Partner, Azimuth Group
Jeffrey Lewis
Jeffrey Lewis, MBA, RR, CTP, CCM
Jeff’s practice areas include strategy development and implementation; corporate and global finance and treasury; financial institutions and markets; risk management and re-engineering; technology deployment and sustainability. He has worked worldwide for a variety of multinational companies.
Jeff is a frequent lecturer on economics, finance, international development, digital and financial technologies, sustainability, and artificial intelligence from a transformational and business context.
It feels as if no country, economy or industry around the globe has seemingly been spared in some way from the impacts stemming from: price inflation fluctuations; energy or environmental shocks; a rising and uncertain interest rate environment; pre-and-post-pandemic-era labor market changes; the perils and prospects for AI and the advancements in other technologies; or record levels of human migration. While at the same time, these impacts have impelled governmental, business, financial and personal innovation and resilience ... and fostered opportunities. Let’s explore these developments and discover what may lie a
Credit: Economics — 2
Credits: 2 - Economics
This session is available to registrants and their guests
- 2D. Accounting Ethics 2025 (VBOA Approved)
Duncan Will, Accounting and Auditing Loss Preventi, CAMICO Mutual Insurance Company
Duncan Will
Duncan Will, CPA/ABV/CFF, CFE, leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department’s efforts to deliver policyholder service. Duncan’s specialties are accounting and auditing and business valuation-related risk management. He advises policyholders through the CAMICO Loss Prevention Hotline, speaks to CPA groups, and writes articles on a wide range of accounting risk management and ethics topics. Topics of particular interest include complying with the AICPA’s Statements on Standards for Accounting and Review Services, doubts about an entity’s ability to continue as a going concern, cyber-security, and serving clients in the cannabis industry.
Duncan began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. He earned a Bachelor of Science in accounting from the University of Maryland and is Accredited in Business Valuation and Certified in Financial Forensics. A Certified Fraud Examiner, Duncan is an active member of the Association of Certified Fraud Examiners; has supplemented his education with college courses at the University of Baltimore, Golden Gate University, and Florida Atlantic University; and welcomes opportunities to expand his knowledge over a broad spectrum of accounting-related curricula.
Fulfill your 2025 ethics requirement in person!
This Virginia Board of Accountancy-approved ethics course provides a thorough exploration of ethical principles, challenges and best practices essential to the accounting profession. You will gain a deep understanding of the AICPA Code of Professional Conduct, including its guiding principles of integrity, objectivity and independence. The course highlights key ethical frameworks, such as managing conflicts of interest, safeguarding client confidentiality, and responding to noncompliance with laws and regulations (NOCLAR). Explore real-world scenarios and case studies that illustrate common ethical dilemmas accountants face, and obtain practical strategies for navigating these situations while upholding professional standards.
You will also learn how to apply professional skepticism, maintain independence when providing non-attest services, and manage risks associated with ethical conflicts. The course emphasizes the importance of fostering a culture of ethics within firms and explores updates to tax standards and reporting requirements. By the end of the course, you will be equipped with the knowledge and tools to address ethical challenges effectively, ensuring your practice aligns with professional expectations and public trust.
Credit: Regulatory Ethics — 2
Credits: 2 - Regulatory Ethics
This session is available to registrants and their guests
Breakout Session
- 3A. GASB Update 2025
Ethan Paitsel, Associate, Brown, Edwards & Company, LLP
Ethan Paitsel
Ethan Paitsel, CPA is an In-charge associate based in the Roanoke office of Brown Edwards with over 3 years of public accounting experience.
Ethan’s concentration is related to municipalities and healthcare entities.
Ethan holds a Bachelor of Business Administration degree from Roanoke College. Ethan is a member of the Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Virginia Government Finance Officers’ Association.
He is committed to enriching his local community through sport. He is an assistant football coach for the Northside Middle School Norsemen and records varsity football games for the Northside High School Vikings in Roanoke, Virginia.
Review topics unique to the Governmental Accounting Standards Board (GASB), governmental accounting and governmental auditing, including:
- The main difference between GASB and the Financial Accounting Standards Board (FASB) and why they need different standard setters.
- Upcoming GASB standards and a look back on the ones recently implemented.
- Reminders and suggestions for both localities and auditors for the upcoming audit cycle.
Credit: Accounting (Governmental) — 1.5
Credits: 1 - Accounting (Governmental)
This session is available to registrants and their guests
- 3B. Simple Retirement Plan to Simple Retirement Vision to Simply the Best Time of Your Life
Lisa Germano, President & General Counsel, Actuarial Benefits & Design CompanyLisa Germano
Lisa Germano, CPA, J.D., has spent her career at the intersection of business strategy, financial planning and employee empowerment — helping companies design retirement plans that do more than just check a compliance box. With a unique blend of legal and financial expertise, Lisa has guided organizations in using smart plan design as a tool to drive real behavioral change and long-term financial wellness for their employees.
Now, with the wisdom that comes from decades of experience, Lisa reflects on the critical conversations that were often missing — the deeper discussions that truly engage plan participants and inspire them to envision and prepare for their future. Her mission today is clear — to help individuals and companies build a culture of planning that supports what she calls "simply the best time of your life" — a retirement that’s not just financially secure, but personally fulfilling.
What if the retirement plan you’re counting on isn’t actually designed with your goals in mind? After a career spent crafting custom retirement strategies for businesses and their employees — not just selling off-the-shelf investment packages — Lisa Germano is here to shake up how you think about planning for the future.
In this eye-opening session, Lisa dives into the real-world roadblocks that keep us from taking control of our retirement — both at the company and personal level — and offers practical, inspiring ways to overcome them. You’ll walk away with a fresh perspective on what your retirement plan should include, how to push for features your employer may need to add to help you, and how to create a game plan that gets everyone on board — your spouse/life partner, business partner, employees or anyone else who matters.
With the current push toward personal responsibility in retirement income planning, this session will give you the tools, insights and confidence to lead the charge — for yourself and for others.
Credit: Taxation — 1
Credits: 1 - Taxation
This session is available to registrants and their guests
- 3C. Power Off: Strategies for Healthy Digital Boundaries
Maureen Dingus, Chief Operating Officer, Virginia Society of CPAs
Maureen Dingus
Maureen Dingus, CAE, is COO of the Virginia Society of CPAs (VSCPA). She works alongside the Board of Directors and senior management to bring the VSCPA mission, vision and values to life. She also works with VSCPA members to imagine a new future through the VSCPA’s Strategic Insights program.

Jill Edmonds
Jill Edmonds is communications director at the Virginia Society of CPAs (VSCPA). She leads the Society’s communications and public relations team, develops communications strategies, serves as managing editor of Disclosures magazine and oversees the VSCPA website and multimedia strategy. With nine years of experience in association communications and a journalism background, she is actively involved in the VSCPA’s social media and Web 2.0 initiatives.
Do you rule your technology or does technology rule you? The average person checks their cell phone every 12 minutes and 47% of Americans are addicted to their phones. Awareness is the first step to change, and you can reclaim your productivity and mental health. In this session, you’ll unpack the elements of digital wellness, learn how technology affects us physically and mentally (and by extension, our organizations), and receive strategies to help you make true change.
Credit: Personal Development — 1
Credits: 1 - Personal Development
This session is available to registrants and their guests
- 3D. Employment Law Update
Michael Gardner, Principal, Woods Rogers PLC
Michael Gardner
Mike Gardner focuses his practice almost exclusively on labor and employment issues and has represented clients large and small, public and private, in state and federal courts in the Mid-Atlantic and beyond. He has counseled employers on handling all aspects of employment claims, from internal management, proceedings with state and federal agencies such as the EEOC or DOL, and through litigation, trial and appeal. While litigation is sometimes unavoidable, Mike emphasizes a proactive and preventative approach to employment issues in an effort to minimize the costs and disruptions litigation can impose on a business.
King Tower
King Tower assists employers with employment law litigation, labor-management relations, and
also offers counsel to businesses on employment-related matters. King’s experience includes
defending claims under the FLSA, the FMLA, the ADEA, the ADA, and Title VII. He has extensive experience providing strategic guidance to clients on conducting internal audits of corporate compliance, employment policies, and other critical decisions. King also assists federal contractors in preparing affirmative action programs and represents them during government audits. King has served as lead negotiator in collective bargaining and has represented employers in grievance and arbitration proceedings.
When employment laws and workplace norms change, HR professionals are tasked with complying with developments quickly — and mistakes can have serious consequences. Explore recent changes and obtain practical advice on compliance and managing your workforce. Join us for a review of recent executive actions and other critical legal information that have a direct impact on your organization. You will leave this session able to evaluate your current policies and recognize potential HR issues before they become bigger problems.
Credit: Business Management & Organization — 1
Credits: 1 - Business Management & Organization
This session is available to registrants and their guests
Breakout Session
- 4A. Building Stronger Remote Teams: Effective Onboarding, Training & Mentorship
Cecilia Dahl, Founder, Key360 Adivsors LLC
Cecilia Dahl
Cecilia Dahl is an award-winning business executive, author, and the founder of The Remote Leadership Lab. With decades of experience leading teams and scaling businesses, she understands the challenges that come with managing remote teams firsthand. As the co-founder of Smart Destinations, which she grew to a hundred-million-dollar enterprise, Cecilia navigated the transition to a fully remote team, discovering that strong communication, intentional leadership, and building trust were key to success.
Her passion is helping leaders build high-performing remote teams that thrive. Cecilia believes that great communication is the foundation of effective teamwork, and she has made it her mission to teach leaders how to foster engagement, connection, and collaboration—regardless of geographic distance. Through The Remote Leadership Lab, she equips leaders with actionable tools to overcome communication challenges, reduce workplace anxiety, and drive real results.
Her work has empowered countless remote leaders to unlock their team’s full potential, creating environments where distance is no barrier to success. In this workshop, Cecilia will share the strategies and insights that helped her build strong, successful teams, offering participants a blueprint for communication excellence.
Remote work has changed how CPA firms onboard, train and mentor employees, but without the right strategies, firms risk lower productivity, disengaged teams, and higher turnover. In this session, you'll gain practical, proven techniques to streamline onboarding, enhance training and create scalable mentorship programs that drive employee satisfaction and client retention. Through real-world insights and actionable strategies, you’ll learn how to strengthen your remote workforce, improve efficiency and foster a culture of engagement — ensuring your firm remains competitive in today’s evolving digital landscape.
Credit: Business Management & Organization — 1
Credits: 1 - Business Management & Organization
This session is available to registrants and their guests
- 4B. More Than Just Compliance: Using Form 990 & Financial Statements as Fundraising Documents
James Fries, Partner, Brown, Edwards & Company, LLP
James Fries
Jim Fries, CPA, MSA, is an assurance partner and co-leader of the K-12 and nonprofit practice of Brown Edwards. He is based in the Harrisonburg office and has over 20 years of accounting experience, with a focus on nonprofit organizations, including foundations, private education, churches, health care entities, and other social service organizations. In addition, Jim has a wide range of experience in other industries, including employee benefit plans, manufacturers, utilities and cooperatives.
Jim is a member of the firm’s peer review services team, providing quality reviews to regional public accounting firms around the country. He holds a Bachelor of Science in Accounting and a Master of Accountancy, both from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Jim serves as a board member at his local chapter of the Institute of Management Accountants (IMA), the Harrisonburg-Rockingham Historical Society and Redeemer Classical School. In addition, he serves on the finance committee of his local church and has board/committee positions on several other nonprofit organizations.
GAAP-based financial statements and the federal Form 990 are essential reporting requirements for many nonprofits. While these documents are often seen as mere compliance tools, their value extends far beyond satisfying the board of directors or the bank. They play a critical role for a wide range of users, including grantors, donors, members, government entities and rating agencies. Explore the reporting options permitted under professional standards and gain insight into structuring your financial statements and Form 990 to maximize their usefulness in fostering development.
Credit: Marketing — 1
Credits: 1 - Marketing
This session is available to registrants and their guests
- 4C. A New Chapter for Auditors: Updates & Issues for 2025
Charles Valadez, Deputy Auditor General, Inter-American Development BankCharles Valadez
Charles Valadez, CPA, CGMA, CFSA, CCSA, CRMA, CGEIT, is deputy of the auditor general for the Inter-American Development Bank in Washington, D.C. His responsibilities include the oversight and auditing services for finance and financial reporting, information technology, human resources, budgeting and procurement, legal services and corporate operational functions. Prior to joining the bank, he was a senior manager for PriceWaterhouseCoopers and worked in the financial services and the nonprofit and institutions industry sectors. He is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), Information Systems Audit and Control Association (ISACA) and the Institute of Internal Auditors (IIA).
Elisa Obillo
Elisa Obillo, CPA, is an assurance director at Aprio, LLP, a Top 25 advisory firm. With over 20 years in public accounting, she specializes in assurance services for public, private and nonprofit organizations, particularly in the government contracting space.
She’s known for simplifying complex accounting standards and advising clients on best practices. Elisa serves on the Virginia Society of CPAs’ Accounting and Auditing Advisory Committee and actively mentors emerging professionals through local CPA societies and her firm.
A passionate animal advocate, she supports international rescue efforts and dreams of retiring surrounded by rescued dogs. Elisa also champions diversity, inclusion and belonging within the profession.
Explore key auditing changes ahead. We’ll highlight changes in rules, tech and trends, offering useful takeaways to help you prepare for what’s ahead.
Credit: Auditing — 1
Credits: 1 - Auditing
This session is available to registrants and their guests
- 4D. Risk Management Trends ... Navigating Changing Malpractice Risks
Duncan Will, Accounting and Auditing Loss Preventi, CAMICO Mutual Insurance Company
Duncan Will
Duncan Will, CPA/ABV/CFF, CFE, leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department’s efforts to deliver policyholder service. Duncan’s specialties are accounting and auditing and business valuation-related risk management. He advises policyholders through the CAMICO Loss Prevention Hotline, speaks to CPA groups, and writes articles on a wide range of accounting risk management and ethics topics. Topics of particular interest include complying with the AICPA’s Statements on Standards for Accounting and Review Services, doubts about an entity’s ability to continue as a going concern, cyber-security, and serving clients in the cannabis industry.
Duncan began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. He earned a Bachelor of Science in accounting from the University of Maryland and is Accredited in Business Valuation and Certified in Financial Forensics. A Certified Fraud Examiner, Duncan is an active member of the Association of Certified Fraud Examiners; has supplemented his education with college courses at the University of Baltimore, Golden Gate University, and Florida Atlantic University; and welcomes opportunities to expand his knowledge over a broad spectrum of accounting-related curricula.
CAMICO, the nation’s largest CPA-directed professional liability insurance program for accountants, has a deep understanding of the profession and developed this presentation to raise awareness of current CPA claim trends and “sticky situations” CPAs can find themselves in. Join a CAMICO expert in accountants’ professional liability for an enlightening discussion designed to equip CPAs with the latest and greatest risk management measures to minimize liability exposure and expand your awareness of current liability issues facing the profession.
This session will highlight recent and frequent CAMICO advice hotline inquiries and claims trends. Hearing the curated contents of those calls and claim scenarios allows accountants to learn from advice shared with their peers. We will review the traps that often entangle CPAs and emphasize the importance of complying not only with professional standards, but also “jury expectations.” In addition, this session will provide important dos and don’ts to protect CPAs and their clients. Attendees can use the chat feature to pose risk management questions and request feedback regarding specific sticky situations.
Credit: Auditing — 1
Credits: 1 - Auditing
This session is available to registrants and their guests
Breakout Session
- 5A. SALT: Compliance, Credits & Opportunities
Jessica Hewitt, Director, Brown, Edwards & Company, LLP
Jessica Hewitt
Jessica Hewitt, CPA, is a tax partner with Brown Edwards in the Hampton Roads region. She previously co-led the firm’s state and local tax team and now serves on the dealership team. Her other passion within the firm is serving with the internal team focused on the continual improvement of tax processes. She has lived and worked in the Hampton Roads community her entire life and enjoys helping the businesses around her succeed.
In this session we will discuss navigating sales and use tax compliance, provide insights from sales and use audits, and highlight tax credits and opportunities in the state of Virginia.
Credit: Taxation — 1
Credits: 1 - Taxation
This session is available to registrants and their guests
- 5B. Prompt Engineering Essentials: Securing Accurate, Actionable AI Responses
Bryant Harrison, Owner, Seventh WallBryant Harrison
Bryant Harrison is the founder and CEO of Seventh Wall, a cybersecurity and managed IT company that has spent years not only protecting businesses from tech failure and attacks, but also performing remediation for businesses held for ransom by hackers.
It all started by accident in 2004 when Bryant was completely broke and trying to finish his cognitive science degree at UVA. He began fixing neighbor’s computers to earn cash and found that his lack of formal tech training meant no "speaking geek" to clients. This was a huge advantage. Soon, the new business (called QuickFix at the time), grew quickly in popularity by word-of-mouth. Now, Seventh Wall has clients nationwide, but most of them in Central Virginia.
AI models generate output only as good as the instructions they receive. This session introduces prompt engineering — the discipline of crafting clear, context-rich queries to obtain reliable answers. We will cover the anatomy of an effective prompt, techniques for reducing hallucinations, and methods for validating results before they reach a working paper or client memo. Real-world accounting scenarios will illustrate how thoughtful prompting improves efficiency and confidence without overpromising AI capabilities.
Credit: Information Technology — 1
Credits: 1 - Information Technology
This session is available to registrants and their guests
- 5C. Single Audit Update
Rachel Stushek, Professional Practice Director, Grant Thornton LLPRachel Stushek
Rachel Foster, CPA, is a Professional Practice Director in Grant Thornton’s Metro DC office. She has spent 22 years in public accounting with extensive experience in financial statement and Uniform Guidance audits of not-for-profit organizations and federal agencies, as well as with compliance audits, examinations, System and Organization Controls (SOC) examinations, performance audits, reviews, and agreed upon procedures. Currently, as a Professional Practice Director, she works with not-for profit organizations and Grant Thornton’s specialty attest services practice. In this role she is responsible for implementing and monitoring the firm’s system of quality control related to audit execution, audit quality processes and initiatives, and operational matters, as well as managing risk and serving as a national consultative resource for technical questions and issues. Rachel is also involved with the AICPA and its Government Audit Quality Center (GAQC) by presenting at various national industry events such as the AICPA & CIMA Not-for-Profit Industry Conference and Government and Not-for-Profit Training Program and GAQC web events, as well as state CPA society conferences.

George Strudgeon
George D. Strudgeon, CPA, MBA, CISA, CGFM, is an Audit Director at the Virginia Auditor of Public Accounts where he leads the Single Audit of the Commonwealth. Additionally, George serves on the AICPA's Government Audit Quality Center Executive Committee and is the vice chair for the National State Auditors Association Single Audit Committee. He represents these entities twice a year at the Single Audit Roundtable and receives regular updates from OMB and other federal agencies impacting Single Audits. George shares his insight and knowledge by presenting at national conferences and other events.
This session covers changes to the 2025 Compliance Supplement, including how it will incorporate the 2024 changes to Uniform Guidance. Also, it will review changes to the 2025 AICPA Audit Guide chapters related to single audits.
Credit: Auditing (Governmental) — 1
Credits: 1 - Auditing (Governmental)
This session is available to registrants and their guests
- 5D. Power Off: Strategies for Healthy Digital Boundaries
Maureen Dingus, Chief Operating Officer, Virginia Society of CPAs
Maureen Dingus
Maureen Dingus, CAE, is COO of the Virginia Society of CPAs (VSCPA). She works alongside the Board of Directors and senior management to bring the VSCPA mission, vision and values to life. She also works with VSCPA members to imagine a new future through the VSCPA’s Strategic Insights program.

Jill Edmonds
Jill Edmonds is communications director at the Virginia Society of CPAs (VSCPA). She leads the Society’s communications and public relations team, develops communications strategies, serves as managing editor of Disclosures magazine and oversees the VSCPA website and multimedia strategy. With nine years of experience in association communications and a journalism background, she is actively involved in the VSCPA’s social media and Web 2.0 initiatives.
Do you rule your technology or does technology rule you? The average person checks their cell phone every 12 minutes and 47% of Americans are addicted to their phones. Awareness is the first step to change, and you can reclaim your productivity and mental health. In this session, you’ll unpack the elements of digital wellness, learn how technology affects us physically and mentally (and by extension, our organizations), and receive strategies to help you make true change.
Credit: Personal Development — 1
Credits: 1 - Personal Development
This session is available to registrants and their guests
Breakout Session
- 6A. A New Chapter for Auditors: Updates & Issues for 2025 (REPEAT)
Charles Valadez, Deputy Auditor General, Inter-American Development BankCharles Valadez
Charles Valadez, CPA, CGMA, CFSA, CCSA, CRMA, CGEIT, is deputy of the auditor general for the Inter-American Development Bank in Washington, D.C. His responsibilities include the oversight and auditing services for finance and financial reporting, information technology, human resources, budgeting and procurement, legal services and corporate operational functions. Prior to joining the bank, he was a senior manager for PriceWaterhouseCoopers and worked in the financial services and the nonprofit and institutions industry sectors. He is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), Information Systems Audit and Control Association (ISACA) and the Institute of Internal Auditors (IIA).
Elisa Obillo
Elisa Obillo, CPA, is an assurance director at Aprio, LLP, a Top 25 advisory firm. With over 20 years in public accounting, she specializes in assurance services for public, private and nonprofit organizations, particularly in the government contracting space.
She’s known for simplifying complex accounting standards and advising clients on best practices. Elisa serves on the Virginia Society of CPAs’ Accounting and Auditing Advisory Committee and actively mentors emerging professionals through local CPA societies and her firm.
A passionate animal advocate, she supports international rescue efforts and dreams of retiring surrounded by rescued dogs. Elisa also champions diversity, inclusion and belonging within the profession.
Explore key auditing changes ahead. We’ll highlight changes in rules, tech and trends, offering useful takeaways to help you prepare for what’s ahead.
Credit: Auditing — 1
Credits: 1 - Auditing
This session is available to registrants and their guests
- 6B. Employment Law Update (REPEAT)
Michael Gardner, Principal, Woods Rogers PLC
Michael Gardner
Mike Gardner focuses his practice almost exclusively on labor and employment issues and has represented clients large and small, public and private, in state and federal courts in the Mid-Atlantic and beyond. He has counseled employers on handling all aspects of employment claims, from internal management, proceedings with state and federal agencies such as the EEOC or DOL, and through litigation, trial and appeal. While litigation is sometimes unavoidable, Mike emphasizes a proactive and preventative approach to employment issues in an effort to minimize the costs and disruptions litigation can impose on a business.
King Tower
King Tower assists employers with employment law litigation, labor-management relations, and
also offers counsel to businesses on employment-related matters. King’s experience includes
defending claims under the FLSA, the FMLA, the ADEA, the ADA, and Title VII. He has extensive experience providing strategic guidance to clients on conducting internal audits of corporate compliance, employment policies, and other critical decisions. King also assists federal contractors in preparing affirmative action programs and represents them during government audits. King has served as lead negotiator in collective bargaining and has represented employers in grievance and arbitration proceedings.
When employment laws and workplace norms change, HR professionals are tasked with complying with developments quickly — and mistakes can have serious consequences. Explore recent changes and obtain practical advice on compliance and managing your workforce. Join us for a review of recent executive actions and other critical legal information that have a direct impact on your organization. You will leave this session able to evaluate your current policies and recognize potential HR issues before they become bigger problems.
Credit: Business Management & Organization — 1
Credits: 1 - Business Management & Organization
This session is available to registrants and their guests
- 6C. GASB Update 2025 (REPEAT)
Ethan Paitsel, Associate, Brown, Edwards & Company, LLP
Ethan Paitsel
Ethan Paitsel, CPA is an In-charge associate based in the Roanoke office of Brown Edwards with over 3 years of public accounting experience.
Ethan’s concentration is related to municipalities and healthcare entities.
Ethan holds a Bachelor of Business Administration degree from Roanoke College. Ethan is a member of the Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Virginia Government Finance Officers’ Association.
He is committed to enriching his local community through sport. He is an assistant football coach for the Northside Middle School Norsemen and records varsity football games for the Northside High School Vikings in Roanoke, Virginia.
Review topics unique to the Governmental Accounting Standards Board (GASB), governmental accounting and governmental auditing, including:
- The main difference between GASB and the Financial Accounting Standards Board (FASB) and why they need different standard setters.
- Upcoming GASB standards and a look back on the ones recently implemented.
- Reminders and suggestions for both localities and auditors for the upcoming audit cycle.
Credit: Accounting (Governmental) — 1.5
Credits: 1 - Accounting (Governmental)
This session is available to registrants and their guests
- 6D. Thriving, Not Just Surviving: Managing Burnout on Remote Teams
Cecilia Dahl, Founder, Key360 Adivsors LLC
Cecilia Dahl
Cecilia Dahl is an award-winning business executive, author, and the founder of The Remote Leadership Lab. With decades of experience leading teams and scaling businesses, she understands the challenges that come with managing remote teams firsthand. As the co-founder of Smart Destinations, which she grew to a hundred-million-dollar enterprise, Cecilia navigated the transition to a fully remote team, discovering that strong communication, intentional leadership, and building trust were key to success.
Her passion is helping leaders build high-performing remote teams that thrive. Cecilia believes that great communication is the foundation of effective teamwork, and she has made it her mission to teach leaders how to foster engagement, connection, and collaboration—regardless of geographic distance. Through The Remote Leadership Lab, she equips leaders with actionable tools to overcome communication challenges, reduce workplace anxiety, and drive real results.
Her work has empowered countless remote leaders to unlock their team’s full potential, creating environments where distance is no barrier to success. In this workshop, Cecilia will share the strategies and insights that helped her build strong, successful teams, offering participants a blueprint for communication excellence.
Remote work has transformed the modern workplace, offering flexibility, opportunity and a widely expanded pool of talent, but it also brings challenges that can impact employee well-being. The blurred boundaries between work and personal life, combined with client demands and tight deadlines, can lead to burnout, fatigue, higher error rates and increased turnover. In this session, you'll gain practical strategies to recognize early signs of burnout, address key contributors to stress in remote environments, and design a workspace that promotes both productivity and well-being. Walk away with actionable tools to create a sustainable work-life balance that helps your team stay engaged, focused, and performing at their best.
Credit: Personal Development — 1
Credits: 1 - Personal Development
This session is available to registrants and their guests
General Session
- 7. AICPA & VSCPA Joint Professional Issues Update
James Brackens Jr., VP - Ethics and Firm Quality, Association of International Certified Professional Accountants
James Brackens Jr.
Jim Brackens Jr., CPA, is vice president of ethics and practice quality at the American Institute of CPAs (AICPA). His responsibilities include providing strategic and tactical direction for peer review, professional ethics, the Employee Benefit Plan Audit Quality Center and the Governmental Audit Quality Center. Prior to joining the AICPA in 2006, Jim was associated with both international and local public accounting firms including managing his own practice for 17 years in which he served primarily closely held businesses and nonprofit organizations. He also served as a peer reviewer and performed more than 300 peer reviews of local accounting firms. Jim is a member of the AICPA, the North Carolina Association of CPAs (NCACPA) and the Virginia Society of CPAs (VSCPA) and has served in various volunteer leadership positions for both the AICPA and VSCPA including chairing the VSCPA’s Peer Review Committee, serving as vice chair and member of the VSCPA’s Board of Directors and as a member of the AICPA’s Professional Ethics Executive Committee. Through a joint effort of the VSCPA and Virginia Business magazine, Jim was voted by his peers as being one of the top CPAs in Virginia in small business consulting (2001 through 2004) and assurance services (2004 and 2005). In 2004, he was the initial author and primary presenter of the VSCPA’s CPE course “Ethics 2004 — Your License Depends on It!” and continued in this capacity until joining the AICPA. Jim received his bachelor’s degree in accounting from Virginia Tech in 1977.

Stephanie Peters
Stephanie R. Peters, CAE, is president & chief executive officer of the Virginia Society of Certified Public Accountants (VSCPA), a statewide professional association for CPAs. She has been with the VSCPA since 1997 and leads the organization on strategy; diversity, equity, and inclusion; national and external relations; and member engagement. As president & CEO, Peters is a member of the VSCPA Board of Directors and its Executive Committee.
Nationally, Peters has served on the American Institute of CPAs (AICPA) Peer Review Board and the AICPA/NASBA Uniform Accountancy Act Committee; as Chair of the National Association of State Boards of Accountancy (NASBA) State Society Relations Committee; and she is a past president of the CPA Society Executives' Association. Peters currently serves on the AICPA LGBTQ+ Committee.
A Certified Association Executive (CAE), Peters served as president of the Virginia Society of Association Executives and has received its CEO Award of Excellence. Peters currently serves as Immediate Past Chair of the Virginia Council on Economic Education.
Peters received her Bachelor of Arts in history from the University of Virginia and her Master of Public Administration from Virginia Commonwealth University. She is also a graduate of the U.S. Chamber of Commerce Institute for Organization Management and Lead Virginia.
The accounting profession is evolving rapidly, bringing both challenges and exciting opportunities. In this session, we’ll explore how the AICPA and VSCPA collaborate to navigate these changes — addressing advancements in technology, shifting client expectations, and ongoing legislative and regulatory developments. We’ll also provide national and state perspectives on key issues shaping the profession, including pipeline trends, firm culture and quality initiatives. Stay informed and engaged as we discuss the future of the profession and the strategies driving it forward.
Credit: Accounting — 1; Personal Development — 1
Credits: 1 - Accounting
Credits: 1 - Personal Development
This session is available to registrants and their guests
September 30, 2025
Optional Session
- OPTIONAL: Small Business Practitioner's Networking Breakfast
Credits: 1 - Personal Development
This session is available to registrants and their guests
General Session
- 8. Assessing Cyber Risk: How to Create Resilience to Improve Cybersecurity Outcomes
Jason Daniel, Founder & President, Tech Dynamism
Jason Daniel
Jason Daniel has over 20 years of experience specializing in IT and business strategy, working across government, commercial, nonprofit and education sectors. He is recognized for his ability to assess complex organizational challenges and develop strategic solutions that align technology with business objectives. Jason excels at identifying long-term IT needs and crafting practical, cost-effective strategies that account for constraints such as budget, technology and organizational capacity.
His expertise includes creating IT roadmaps, modernizing legacy systems, and optimizing processes to enhance efficiency and support future growth. Clients regularly seek his strategic advisory skills for both immediate and long-term planning. Jason’s ability to offer CIO-level insight ensures that the strategies he delivers are actionable, sustainable and tailored to each organization’s unique needs.
Mark Berrang
Mark Berrang is the VP of Engineering at Tech Dynamism. He has 15+ years of combined expertise in software development and technology consulting. He has served in both advisory and hands-on technical roles across the federal government, commercial, higher education, and nonprofit sectors to help organizations design and implement software systems, modernize technology, and streamline operations. Currently serving as VP of Engineering for Tech Dynamism, his primary areas of expertise include full-stack software development, cloud and data architecture, systems integration, and technical leadership. Mark is passionate about reconciling IT and business operations by providing teams with a unique blend of holistic systems thinking and sound technical expertise.
Join us for an exploration of the methods accounting professionals can use to best protect your organization's data. This session explores the current landscape of cybercrime and security, and addresses the growing risks in our quickly evolving digital world.
Credit: Information Technology — 1
Credits: 1 - Information Technology
This session is available to registrants and their guests
Breakout Session
- 9A. Federal Income Tax Update 2025
Vivian Paige, President, Vivian J. Paige, CPA, PC
Vivian Paige
Vivian J. Paige, CPA, CGMA, MBA, MS, has extensive experience in taxation and accounting. She was a successful sole practitioner until selling most of her firm 11 years ago and joining the faculty of her alma mater, Old Dominion University (ODU). During her nine years at ODU, she received numerous awards, including being bestowed the permanent title of "University Distinguished Teacher" and being named the "Most Inspiring Faculty Member" by the winner of the ODU Kaufman Scholar Award, given annually to the top student among ODU's 25,000+ students. She then spent two years as a member of the faculty at Christopher Newport University, where, in addition to teaching, she served as a mentor to the next generation of CPAs. She is currently taking a break from teaching.
Vivian is a member of the American Institute of CPAs (AICPA) and the Virginia Society of CPAs (VSCPA). She is actively involved in the VSCPA, currently serving as a member and immediate past chair of the Tax Advisory Committee and as a member of the VSCPA Political Action Committee Board, the ad hoc Educators' Symposium Task Force, and the Diversity, Equity and Inclusion (DEI) Council. She authored the VSCPA Legislators' Tax Guide and presented briefings to the legislature on taxation. She is the co-author of two current VSCPA ethics courses and has been a presenter at several VSCPA conferences. Her longtime service to the VSCPA was recognized in 2019 when she was named the Outstanding Member.
Vivian is also involved in her community. She serves as a member of the Audit and Finance Committee of the FoodBank of Southeastern Virginia, on the audit and finance committees of the ACLU of Virginia, and as a board member of the Hampton Roads Tax Forum. She was a member of the Mayor's Commission on Equity and Economic Opportunity and the Mayor's Committee on Gaming. For a number of years, she was a weekly guest opinion columnist for The Virginian-Pilot, covering state and local politics. She co-founded Norfolk United Facing Race and was a founding board member of the Hampton Roads Center for Civic Engagement. Her varied interests have led her to be a public speaker and a frequent guest on radio and television, both locally and nationally. For her work in the community, she has received numerous awards, including being a YWCA Women of Distinction honoree.
This session provides an update on the latest developments in federal income taxes, including both passed and pending legislation.
Credit: Taxation — 2
Credits: 2 - Taxation
This session is available to registrants and their guests
- 9B. FASB Update From a Private Company Council Member
Michael Cheng, National Professional Practice Partne, Frazier Deeter LLC
Michael Cheng
Mike Cheng, CPA, is a partner at Frazier & Deeter where he oversees professional practices related to technical accounting. He specializes in assisting clients with complex accounting and financial reporting issues. He is currently a member of the FASB’s Private Company Council (PCC), advising on possible alternatives within U.S. GAAP to address financial statement user needs, and he recently served on the AICPA’s Technical Issues Committee.
Mike was previously a senior project manager and PCC coordinator at the FASB, where he led projects to simplify the accounting for non-employee share-based payments, help shape the future of the FASB technical agenda and improve VIE guidance. Formerly at a Big 4 firm, Mike has worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).
Join us for an insightful presentation on the latest updates from the Financial Accounting Standards Board (FASB) and the Private Company Council (PCC). We will dive into key updates and discuss their impact on financial reporting under U.S. GAAP.
Credit: Accounting (Governmental) — 1.5
Credits: 2 - Accounting (Governmental)
This session is available to registrants and their guests
- 9C. Emerging Developments & Issues for the Economy & Business (REPEAT)
Jeffrey Lewis, President & Managing Partner, Azimuth Group
Jeffrey Lewis
Jeffrey Lewis, MBA, RR, CTP, CCM
Jeff’s practice areas include strategy development and implementation; corporate and global finance and treasury; financial institutions and markets; risk management and re-engineering; technology deployment and sustainability. He has worked worldwide for a variety of multinational companies.
Jeff is a frequent lecturer on economics, finance, international development, digital and financial technologies, sustainability, and artificial intelligence from a transformational and business context.
It feels as if no country, economy or industry around the globe has seemingly been spared in some way from the impacts stemming from: price inflation fluctuations; energy or environmental shocks; a rising and uncertain interest rate environment; pre-and-post-pandemic-era labor market changes; the perils and prospects for AI and the advancements in other technologies; or record levels of human migration. While at the same time, these impacts have impelled governmental, business, financial and personal innovation and resilience ... and fostered opportunities. Let’s explore these developments and discover what may lie ahead!
Credit: Economics — 2
Credits: 2 - Economics
This session is available to registrants and their guests
- 9D. The How & Why of Data Analytics
Randolph Johnston, Executive Vice President & Shareholde, K2 Enterprises
Randolph Johnston
Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.
Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.
He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.
Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with data analytics and remain unaware of how to obtain the needed results using tools they already own. In this session, you will learn about the four primary types of data analytics and when to use each. You will also learn how to generate meaningful analytical measurements using Excel, Power BI and other tools and, more importantly, how to interpret the results.
Credit: Computer Software & Applications — 2
Credits: 2 - Computer Software & Applications
This session is available to registrants and their guests
Breakout Session
- 10A. Update on Standards for Financial Statement Reviews, Compilations & Preparation Engagements
Alison Houck, Director-at-large, NASBA
Alison Houck
Alison L. Houck Andrew, CPA, is a seasoned accounting professional with over 25 years of experience. She is a leader in the profession, currently serving as an At-Large Director for the National Association of State Boards of Accountancy (NASBA) (after serving 3 years as Mid-Atlantic Regional Director). In addition, She currently serves as the Chair of NASBA’s Education Committee and the NASBA’s Representative of the AICPA’s Accounting and Review Services Committee (ARSC).
A former Board President of the Delaware State Board of Accountancy and the Delaware Society of CPA’s, Alison was Delaware’s designated member of the AICPA National Council and has been recognized with numerous accolades, including the BPW Young Careerist Award, NAWBO Bridge Builder Award, and multiple “Best Accountant” honors. She remains actively involved in financial oversight, governance and advisory roles through roles with Beebe Medical Foundation, Children and Families First of Delaware, University of Delaware and WSFS Bank.
Alison specializes in entrepreneurial services consulting, not-for-profit entities, and tax consulting. Outside of her professional commitments, she enjoys boating, beach outings, and fitness. A recent cancer survivor, she is passionate about giving back to the community and supporting fellow survivors.
Discuss recently issued standards and best practices for financial statement reviews, compilations and preparation engagements. Hear directly from the staff liaison to the AICPA committee that develops and issues the standards and participate in an discussion regarding the performance of high quality engagements.
Credit: Auditing — 1
Credits: 1 - Auditing
This session is available to registrants and their guests
- 10B. Government Contracting Update
William Walter, Managing Director, Forvis Mazars, LLP
William Walter
Bill Walter, Managing Director in DHG’s Government Contracting Advisory practice, has more than three decades of experience in the government contracting industry. Prior to joining the firm, Bill was an auditor for the Defense Contract Audit Agency and held executive-level positions with one of the largest service providers to the Department of Defense.
Bill’s extensive background in the application and interpretation of rules, regulations and standards applicable to government contractors includes the Federal Acquisition Regulation (FAR), individual agency supplements and the Cost Accounting Standards (CAS). His experience and perspective provide DHG clients with sound guidance regarding real business challenges and a diverse portfolio of solutions.
Bill’s work includes helping clients understand the requirements associated with developing and implementing pricing strategies, indirect cost allocation solutions, developing accounting, estimating, procurement, project management and integrated system requirements for clients in various industries including aerospace and defense, contingency contracting, logistics, oil and gas, energy, manufacturing, healthcare, construction and professional services.
As a faculty member of the George Mason University (GMU) and the Public Contracting Institute (PCI) Government Contracts Program, Bill has developed and taught courses on many facets of contracting. In addition, Bill leads PCI’s “Trending Cost Issues” program, providing monthly updates on topics relevant to the Government Contracting industry. Bill is also a highly sought-after presenter on current topics to industry groups in the federal procurement arena.
Bill regularly writes articles on current industry trends for publications such as Government Contract Costs, Pricing & Accounting Report.
This session is available to registrants and their guests
- 10C. Taxation of Bitcoin & Virtual Currencies: Behind the Buzzwords
John Murray, Partner, Keiter
John Murray
John Murray, CPA, has over 20 years of experience in both the private and public accounting practice areas. He applies his experience to provide insights and identify opportunities for closely-held businesses in the real estate, technology, private equity and insurance industries. In addition, John has multi-state tax experience in which he plans for state franchise and capital taxes as well as sales and use taxes. He
provides ongoing budgeting, forecasting, cash management and compensation planning for many of
his clients. In addition, John applies his expertise and knowledge in structuring transactions and reviewing proposed acquisitions in order to minimize the tax consequences for his clients. John is a member of the firm’s Financial Services and Mergers and Acquisitions teams and has clients that are located throughout Charlottesville and Richmond.
Explore the current rules around taxation with a background on the buzzwords related to virtual currencies.
Credit: Taxation — 1
Credits: 1 - Taxation
This session is available to registrants and their guests
- 10D. Accounting Automation
Randolph Johnston, Executive Vice President & Shareholde, K2 Enterprises
Randolph Johnston
Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.
Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.
He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.
Why is it so hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation. This session will teach you how easy and profitable accounting automation can be. Learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.
Credit: Information Technology — 1
Credits: 1 - Information Technology
This session is available to registrants and their guests
Breakout Session
- 11A. Federal Income Tax Update 2025 (REPEAT)
Vivian Paige, President, Vivian J. Paige, CPA, PC
Vivian Paige
Vivian J. Paige, CPA, CGMA, MBA, MS, has extensive experience in taxation and accounting. She was a successful sole practitioner until selling most of her firm 11 years ago and joining the faculty of her alma mater, Old Dominion University (ODU). During her nine years at ODU, she received numerous awards, including being bestowed the permanent title of "University Distinguished Teacher" and being named the "Most Inspiring Faculty Member" by the winner of the ODU Kaufman Scholar Award, given annually to the top student among ODU's 25,000+ students. She then spent two years as a member of the faculty at Christopher Newport University, where, in addition to teaching, she served as a mentor to the next generation of CPAs. She is currently taking a break from teaching.
Vivian is a member of the American Institute of CPAs (AICPA) and the Virginia Society of CPAs (VSCPA). She is actively involved in the VSCPA, currently serving as a member and immediate past chair of the Tax Advisory Committee and as a member of the VSCPA Political Action Committee Board, the ad hoc Educators' Symposium Task Force, and the Diversity, Equity and Inclusion (DEI) Council. She authored the VSCPA Legislators' Tax Guide and presented briefings to the legislature on taxation. She is the co-author of two current VSCPA ethics courses and has been a presenter at several VSCPA conferences. Her longtime service to the VSCPA was recognized in 2019 when she was named the Outstanding Member.
Vivian is also involved in her community. She serves as a member of the Audit and Finance Committee of the FoodBank of Southeastern Virginia, on the audit and finance committees of the ACLU of Virginia, and as a board member of the Hampton Roads Tax Forum. She was a member of the Mayor's Commission on Equity and Economic Opportunity and the Mayor's Committee on Gaming. For a number of years, she was a weekly guest opinion columnist for The Virginian-Pilot, covering state and local politics. She co-founded Norfolk United Facing Race and was a founding board member of the Hampton Roads Center for Civic Engagement. Her varied interests have led her to be a public speaker and a frequent guest on radio and television, both locally and nationally. For her work in the community, she has received numerous awards, including being a YWCA Women of Distinction honoree.
This session provides an update on the latest developments in federal income taxes, including both passed and pending legislation.
Credit: Taxation — 2
Credits: 2 - Taxation
This session is available to registrants and their guests
- 11B. FASB Update From a Private Company Council Member (REPEAT)
Michael Cheng, National Professional Practice Partne, Frazier Deeter LLC
Michael Cheng
Mike Cheng, CPA, is a partner at Frazier & Deeter where he oversees professional practices related to technical accounting. He specializes in assisting clients with complex accounting and financial reporting issues. He is currently a member of the FASB’s Private Company Council (PCC), advising on possible alternatives within U.S. GAAP to address financial statement user needs, and he recently served on the AICPA’s Technical Issues Committee.
Mike was previously a senior project manager and PCC coordinator at the FASB, where he led projects to simplify the accounting for non-employee share-based payments, help shape the future of the FASB technical agenda and improve VIE guidance. Formerly at a Big 4 firm, Mike has worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).
Join us for an insightful presentation on the latest updates from the Financial Accounting Standards Board (FASB) and the Private Company Council (PCC). We will dive into key updates and discuss their impact on financial reporting under U.S. GAAP.
Credit: Accounting (Governmental) — 1.5
Credits: 2 - Accounting (Governmental)
This session is available to registrants and their guests
- 11C. Planning for 30 Years of Inflation, Taxes, Market Volatility & No Paycheck
Paula McMillan, Stearns Financial GroupPaula McMillan
Paula McMillan is a recognized thought leader in navigating retirement readiness and the unique financial challenges of women. Paula created two national AICPA podcast series — Retirement Planning and Women and Wealth. Paula is regularly published and quoted in national and local publications, including The Wall Street Journal, CNBC, U.S. News & World Report, Kiplinger’s, The Business Journal, The Tax Adviser, Journal of Accountancy, NCACPA Interim Report, How Stuff Works and more. A TEDx presenter on Retirement: Longevity and Security, Paula frequently delivers presentations to national, regional and local audiences on investing and financial life planning-related topics. Specifically, Paula’s passion is helping people balance living a desired lifestyle today with accumulating wealth for tomorrow through maximizing their financial position. She helps people answer the questions “Do I have enough? What strategies can I employ to have more?”
Retirement isn’t just a finish line — it’s a 30-year journey that demands smart, forward-thinking planning. Join this session to explore the financial realities of a 30-year retirement. We’ll cover key considerations in retirement with a particular focus on Social Security optimization, Medicare enrollment and managing long-term health care costs to gain greater confidence and clarity in an unpredictable financial landscape.
Credit: Finance — 2
Credits: 2 - Finance
This session is available to registrants and their guests
- 11D. Excel's Best New Features
Randolph Johnston, Executive Vice President & Shareholde, K2 Enterprises
Randolph Johnston
Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.
Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.
He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.
With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Office 2021 and Office 2024, Microsoft continues to pack new features into the popular spreadsheet tool. More recent Excel versions offer enhanced data analysis tools, new functions and improved collaboration opportunities. For those who know about these new features and how apply them, exciting opportunities for improved productivity await. So, take advantage of this opportunity to learn how to use Excel’s best new features!
Credit: Computer Software & Applications — 2
Credits: 2 - Computer Software & Applications
This session is available to registrants and their guests
Breakout Session
- 12A. Cryptocurrency Tax Implications (REPEAT)
John Murray, Partner, Keiter
John Murray
John Murray, CPA, has over 20 years of experience in both the private and public accounting practice areas. He applies his experience to provide insights and identify opportunities for closely-held businesses in the real estate, technology, private equity and insurance industries. In addition, John has multi-state tax experience in which he plans for state franchise and capital taxes as well as sales and use taxes. He
provides ongoing budgeting, forecasting, cash management and compensation planning for many of
his clients. In addition, John applies his expertise and knowledge in structuring transactions and reviewing proposed acquisitions in order to minimize the tax consequences for his clients. John is a member of the firm’s Financial Services and Mergers and Acquisitions teams and has clients that are located throughout Charlottesville and Richmond.
Credit: Taxation — 1
Credits: 1 - Taxation
This session is available to registrants and their guests
- 12B. Quality Management: Implementation Issues & Monitoring
Michael Brand
Michael Brand
Michael L. Brand is currently a member/partner in the firm of BMSS, LLC working out of their Huntsville, AL office with an emphasis in auditing and accounting services, peer review, litigation support, and quality management. He has been in the practice of public accounting for over 34 years. He also teaches continuing education classes across the country, for which he has received the AICPA and ASCPA Outstanding Discussion Leader Award multiple times; and has spoken at several conferences nationwide and overseas.
Mike is a newly appointed member of the AICPAs Audit Standards Board and was formerly a member of the AICPA’s PCPS Technical Issues Committee, is a past chair of the Alabama Society of CPAs Board of Directors; current co-chair of the AICPA’s ENGAGE conference; and past chair and current member of the steering committee for National Advanced Accounting and Auditing Technical Symposium at ENGAGE. He serves as a committee member of the Partners in Peer Review of the ASCPA, the AICPAs Attestation Standards Task Force and PEECs Engagements Subject to the SSAEs Task Force . He also serves on the Accounting Advisory Council for the University of North Alabama. Previously, he was chair of the Accounting and Review Services Committee, on the Professional Ethics Executive Committee, Peer Review Board, Joint Trial Board, and Quality Control Standards Task Force of the AICPA.
Mike received his B.S. in accounting from the University of North Alabama and currently resides in Athens, AL with his wife and has two adult sons. In his free time, he enjoys most outdoor sports including running and pickle ball and also loves to cook, travel and eat.
With the effective date of the new Quality Management Standards quickly approaching, this session will dive into some of the more common issues regarding implementation of the new standard. We'll address issues including documentation of the system, the enhanced monitoring and remediation activities, and the ongoing monitoring of the system after implementation. Since the revised standards require a more proactive approach to quality management, we will look at how firms can meet the requirements moving forward.
Credit: Auditing — 1
Credits: 1 - Auditing
This session is available to registrants and their guests
- 12C. Update on Standards for Financial Statement Reviews, Compilations & Preparation Engagements (REPEAT)
Alison Houck, Director-at-large, NASBA
Alison Houck
Alison L. Houck Andrew, CPA, is a seasoned accounting professional with over 25 years of experience. She is a leader in the profession, currently serving as an At-Large Director for the National Association of State Boards of Accountancy (NASBA) (after serving 3 years as Mid-Atlantic Regional Director). In addition, She currently serves as the Chair of NASBA’s Education Committee and the NASBA’s Representative of the AICPA’s Accounting and Review Services Committee (ARSC).
A former Board President of the Delaware State Board of Accountancy and the Delaware Society of CPA’s, Alison was Delaware’s designated member of the AICPA National Council and has been recognized with numerous accolades, including the BPW Young Careerist Award, NAWBO Bridge Builder Award, and multiple “Best Accountant” honors. She remains actively involved in financial oversight, governance and advisory roles through roles with Beebe Medical Foundation, Children and Families First of Delaware, University of Delaware and WSFS Bank.
Alison specializes in entrepreneurial services consulting, not-for-profit entities, and tax consulting. Outside of her professional commitments, she enjoys boating, beach outings, and fitness. A recent cancer survivor, she is passionate about giving back to the community and supporting fellow survivors.
Discuss recently issued standards and best practices for financial statement reviews, compilations and preparation engagements. Hear directly from the staff liaison to the AICPA committee that develops and issues the standards and participate in an discussion regarding the performance of high quality engagements.
Credit: Auditing — 1
Credits: 1 - Auditing
This session is available to registrants and their guests
- 12D. Privacy & Solutions Issues: What You Need to Know!
Randolph Johnston, Executive Vice President & Shareholde, K2 Enterprises
Randolph Johnston
Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.
Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.
He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.
Privacy should be everywhere, yet every day seemingly brings a new story about a privacy violation. While it can be frustrating and sometimes scary to think about mishandling our personal information, it’s important to remember that we can take steps to protect our privacy. This session will teach you where your critical threats are and what information you may already have at risk. More importantly, you will learn how to manage and mitigate privacy risks. With increasing connectivity — and, by extension, risk — this session should be on your list to take as soon as possible.
Credit: Computer Software & Applications — 1
Credits: 1 - Computer Software & Applications
This session is available to registrants and their guests
General Session
- 13. Economic Update
Alice Kassens, Roanoke College
Alice Kassens
Alice Louise Kassens, Ph.D., is the dean of the School of Business, Economics and Analytics, the John S. Shannon professor of economics, and the director of the Center for Economic Freedom at Roanoke College. She is also a community development research fellow with the Federal Reserve Bank of St. Louis, a senior analyst with the Institute for Policy and Opinion Research, an associate editor for Journal of Economics Teaching, and a former member of the Governor’s Joint Advisory Board of Economists.
She has been published in several journals and edited volumes. Her recent work focuses on the disparate health outcomes and the impact of social determinates of health. Her book, Intemperate Spirits: Economic Adaptation During Prohibition, was published in August 2019.
At Roanoke College, a small liberal arts college in Virginia, Alice teaches numerous courses, including labor economics, health economics, econometrics and data visualization. At the College, Alice is active with student organizations, including advising the Women in Economics Club, and was awarded the 2023 Dean’s Exemplary Professional Life Award.
Alice earned her B.A. in economics and history from the College of William and Mary and her Ph.D. in economics from North Carolina State University. Her areas of specialty are labor and health economics.
This session will provide a comprehensive update on the national and state economies, focusing on key indicators such as inflation, economic growth and the labor market. The discussion will cover trends in inflation, factors driving economic growth, and the health of the labor market, including employment trends and job gains. You'll hear valuable information and predictions for the near future, that will be essential for CPAs to stay informed and make strategic decisions.
Credit: Economics — 1
Credits: 1 - Economics
This session is available to registrants and their guests
Non-Member Price $640.00
Member Price $640.00