Thursday, May 15, 2025
7:30 – 7:45 am: Registration | James R. Unger Global Forum Entryway (Room 330)
7:50 – 8:00 am: Opening Remarks | James R. Unger Global Forum (Room 330)
SPEAKER: R. Drew Sellers - Âé¶¹´«Ã½ Ambassador Crawford College of Business and Entrepreneurship
8:00 – 9:00 am: Keynote –&²Ô²ú²õ±è;Financial Playbook for Athletic Success (KEY-1) | James R. Unger Global Forum (Room 330)
SPEAKER: Randale Richmond - Âé¶¹´«Ã½ Intercollegiate Athletics
9:00 – 10:00 am: Concurrent Sessions:
- Track 1: Keynote –&²Ô²ú²õ±è;Economic Update (KEY-2) | James R. Unger Global Forum (Room 330)
- SPEAKER: Lisa Barrow - The Federal Reserve Bank of Cleveland
- Track 2: Introduction to using AI tools with Excel (TECH-3) | Crawford Hall Business Theater (Room 224/324)
- SPEAKER: George Mount - Stringfest Analytics
10:00 – 10:20 am: Morning Break | Donald S. and Johnna F. Grant Atrium
10:20 – 11:20 am: Concurrent Sessions:
- Track 1: AI – Implications for the Profession and its Clients (KEY-3) | James R. Unger Global Forum (Room 330)
- SPEAKERS: Mike Willis – U.S. Securities and Exchange Commission; Mark Sheldon - John Carroll University; Scott Emett – Arizona State University
- Track 2: Accounting for Business Combinations under ASC 805 (A&R-4) | Room 301
- SPEAKERS: Robert A. Hauptman, John Durbin, Jeff Harnden - Stout Advisory Services; Boki Lemajic - Hyland Software; Mario Pena - EY
- Track 3: Effective Data Driven Storytelling (FP&A-2) | Crawford Hall Business Theater (Room 224/324)
- SPEAKER: Ron Montiero - KICT Inc.
- Track 4: Tax Update for CFOs of Flow-Through Entities (TAX-4) | Room 124
- SPEAKER: Joshua Messina - Cohen & Company; Adam Martinson - Grant Thornton
- Track 5: Accounting for the Emerging Cannabis Industry (A&R-9) | Room 432
- SPEAKER: Justin P. Breidenbach - Capital University
11:20 – 12:00 pm: Lunch Break | Rooms: 120, 122, 222, 230, 232
12:05 – 12:40 pm: Keynote –&²Ô²ú²õ±è;The Finance Function at a Crossroads: Talent, Technology & Transformation (KEY-4) | James R. Unger Global Forum (Room 330)
SPEAKER: Ashley B. Gibson - Eikon-x
12:50 – 1:55 pm: Concurrent Sessions:
- Track 1: Effective Design Principles for Financial Modeling (FP&A-3) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: Ron Montiero - KICT Inc.
- Track 2: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 3: QuickBooks Online - Making it Work for You (TECH-8) | Room 301
- SPEAKER: Lindsey Kiser - Rea
- Track 4: Accounting for the Emerging Cannabis Industry – Deep Dive (A&R-10) | Katie Dix Brahler Conference Room (Room 318)
- SPEAKER: Justin P. Breidenbach - Capital University
- Track 5: Accounting for Business Combinations under ASC 805: A Deeper Dive (A&R-5) | Room 314
- SPEAKERS: Robert A. Hauptman, John Durbin, Jeff Harnden - Stout Advisory Services; Boki Lemajic - Hyland Software; Mario Pena - EY
2:00 – 3:15 pm: Concurrent Sessions:
- Track 1: CXO and Corporate Controller Panel Discussion (A&R-3) | Crawford Hall Business Theater (Room 224/324)
- SPEAKERS: Stacy Gilbert - KeyBank; Doug Schosser - Northwest Bank; Stephen McNally - Plastic Technologies Inc.; Jeffrey Darrah - DRB Systems
- Track 2: ESG Reporting Panel (A&R-6) | Room 401
- SPEAKERS: Ted Christy & Luke Wilson - KPMG
- Track 3: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 3: Tax Accounting Refresher and Hot Topics (TAX-2) | Room 432
- SPEAKER: David Oriani - PwC
- Track 5: Introduction to using Excel's Power Query and Power Pivot - Session 1 of 2 (TECH-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: George Mount - Stringfest Analytics
3:15 – 3:30 pm: Afternoon Coffee Break | Donald S. and Johnna F. Grant Atrium
3:30 – 4:45 pm: Concurrent Sessions:
- Track 1: Audit Technology - Client Successes Panel (AUD-3) | Room 401
- SPEAKERS: Patrick Brogan - Silicon Valley Accountants; Bryan Dziak - CBIZ; Tom Keaton - Crown Castle; Piotr Skomra - Case Western University
- Track 2: Navigating Accounting Careers – Panel Discussion (L&M-4) | Room 301
- SPEAKERS: Jim Bares & Tim Holmes - Robert Half; Felicity Novak - KeyBank; Mike Manfull - Retina Associates; Chase Gardner - Robin Industries, Inc.
- Track 3: International Tax – Current Issues and Considerations (TAX-3) | Room 432
- SPEAKER: Atirek Ratani - EY
- Track 4: Individual Tax update (TAX-5) | Room 124
- SPEAKERS: Joshua Messina - Cohen & Company; Adam Martinson - Grant Thornton
- Track 5: Introduction to using Excel's Power Query and Power Pivot - Session 2 of 2 (TECH-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: George Mount - Stringfest Analytics
- Track 6: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 7: Harnessing GenAI – Panel Discussion on Transforming Internal Audit (AUD-4) | Room 430
- SPEAKERS: Sean Humphreys & Ben Franjesevic - Protiviti; Mark Polatajko - Âé¶¹´«Ã½
4:50 – 5:15 pm: Closing Remarks & Door Prizes | James R. Unger Global Forum (Room 330)
SPEAKERS: Norman Meonske - Conference Founder; R. Drew Sellers - The Âé¶¹´«Ã½ Ambassador Crawford College of Business and Entrepreneurship
5:15 – 6:00 pm: Reception | Donald S. and Johnna F. Grant Atrium
SPEAKER: R. Drew Sellers - The Âé¶¹´«Ã½ Ambassador Crawford College of Business and Entrepreneurship