Friday, May 16, 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: Norman Meonske - Conference Founder
8:00 – 10:00 am: Concurrent Sessions:
- Track 1: Financial Reporting Panel - SEC, FASB, Big 4 (A&R-1) | James R. Unger Global Forum (Room 330)
- SPEAKERS: Kyle Moffatt - PwC; Guarav Hiranandani - The U.S. Securities and Exchange Commission; Patrick Gilmore - Deloitte; Joyce T. Joseph - Financial Accounting Standards Board (FASB)
- Track 2: Blackline – Panel Discussion Client Success & Lessons Learned (TECH-1) | Room 124
- SPEAKERS: Steve McKechnie & Matt Sowol - RGP; Paul Rossman - Applied Industrial Technologies; Dawn Gardner – Metallus; Bob Davenport - BlackLine
9:00 - 10:00 am: Introduction to using AI tools with Excel (TECH-3) | Room 124
SPEAKER: Steve Kraynak, SumProduct.com
10:00 – 10:20 am: Morning Coffee Break | Donald S. and Johnna F. Grant Atrium
10:20 – 11:20 am: Concurrent Sessions:
- Track 1: Financial Reporting Panel - SEC, FASB, Big 4 - Q&A (A&R-2) | James R. Unger Global Forum (Room 330)
- SPEAKERS: Kyle Moffatt - PwC; Guarav Hiranandani - The U.S. Securities and Exchange Commission; Patrick Gilmore - Deloitte; Joyce T. Joseph - Financial Accounting Standards Board (FASB)
- Track 2: Mastering AP Automation: Balancing Control, Efficiency, and Cost Savings (A&R-13) | Room 432
- SPEAKER: Dana Whitted - Eikon-X
- Track 3: Blackline Unleashed: "Ask the Experts" (TECH-2) | Room 334
- SPEAKERS: Steve McKechnie & Matt Sowol - RGP; Paul Rossman - Applied Industrial Technologies; Dawn Gardner – Metallus; Bob Davenport - BlackLine
11:20 – 12:00 pm: Lunch Break | Rooms: 120, 122, 222, 230, 232
12:05 – 12:40 pm: Keynote –&²Ô²ú²õ±è;(PCAOB Session) Audit Regulations 2025 & Beyond – Restoring Trust in Public Company Audits and Capital Markets (KEY-5) | James R. Unger Global Forum (Room 330)
SPEAKER: Christina Ho - The Public Company Accounting Oversight Board (PCAOB)
12:50 – 1:55 pm: Concurrent Sessions:
- Track 1: Accounting Research: Skills for Corporate Accountants (A&R-7) | Room 301
- SPEAKER: Shelby Collins - WNY Research Solutions
- Track 2: Audit Quality Panel - Roundtable Discussion (AUD-1) | Crawford Hall Business Theater (Room 224/324)
- SPEAKERS: Rob Choromanski - EY; Guarav Hiranandani - The U.S. Securities and Exchange Commission; Shelly M. Chadwick - Materion Corp.
- Track 3: Effective Data Visualization for Finance Professionals: Tools and Best Practices (FP&A-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: Ron Montiero - KICT Inc.
- Track 4: Harnessing AI Innovations (TECH-5) | Room 401
- SPEAKER: Gabriel Zubizarreta - Silicon Valley Accountants
2:00 – 3:15 pm: Concurrent Sessions:
- Track 1: Improving the Foundation of G/L Account Reconciliations (A&R-12) | Room 301
- SPEAKER: Doug Brown - Silicon Valley Accountants
- Track 2: Skills for Accounting Research: A Deeper Dive into Accounting Judgments (A&R-8) | Room 314
- SPEAKER: Shelby Collins - WNY Research Solutions
- Track 3: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 4: Creative Problem Solving Presentation (L&M-2) | Room 401
- SPEAKER: David Eyman - Entrepreneurship Business Core Instructor
- 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
- Track 6: Workday Panel (TECH-7) | Room 334
- SPEAKERS: Ron Lewis - KeyBank; Theresa Kolo - Northwest Bank; Gina McCartney - Progressive Insurance
- Track 7: Integration and Divestiture Panel (FP&A-1) | Room 124
- SPEAKERS: Ron Marcin - KPMG; Mike Tokich - Steris; Brett Tomoff - Travel Centers of America; Ware Grove - CBIZ (retired)
3:15 – 3:30 pm: Afternoon Coffee Break | Donald S. and Johnna F. Grant Atrium
3:30 – 4:45 pm: Concurrent Sessions:
- Track 1: Building Business Value and Preparing for a Successful Exit (A&R-11) | Room 124
- SPEAKER: Mike Trabert - CBIZ
- Track 2: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 3: Creative Problem Solving Workshop (L&M-3) | Room 401
- SPEAKER: David Eyman - Entrepreneurship Business Core Instructor
- Track 4: 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 5: Workday - Ask the Experts Interactive Session (TECH-8) | Room 432
- SPEAKERS: Ron Lewis - Keybank; Jody Zarrell - Workday
4:50 – 5:05 pm: Closing Remarks & Door Prizes | James R. Unger Global Forum (Room 330)
SPEAKERS: Norman Meonske - Conference Founder; John Wronkovich - Â鶹´«Ã½ Ambassador Crawford College of Business and Entrepreneurship