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In Person: Business & Industry: Management Development Conference

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Tuesday, May 11, 2021 @ 8:30am Wednesday, May 12, 2021 4:30pm
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Description

The Program for Management Development is geared toward chief financial officers, controllers and other executives in industry, managers, and partners in public accounting. Visit the website at www.ms-cpa.org for a complete agenda.

Credits

Category Amount
Professional Development 4.10
General 10.90
Personal Development 1.00

Sessions

Tuesday, May 11, 2021

8:30am - 9:45am
$0.00

The COVID-19 pandemic has created many accounting and financial reporting hurdles to overcome.  This session will cover many issues you may face when preparing your 2020 financial statements, including debt leases, revenue recognition, impairment of long-lived assets, and more.

Credits: General 1.50
9:45am - 10:35am
$0.00

The FASB releases many new accounting standard updates each year, which can be overwhelming. We will review the most significant new U.S. GAAP rules with effective dates within reporting periods.

Credits: General 1
10:45am - 12:00pm
$0.00

Examine the big picture related to conceptual, operational and strategic objectives of treasury management. Learn the treasury management funtions organizational structure, including applications for small, medium, and large companies. Also, address concepts of working capital management, as well as fraud detection and prevention.

Credits: General 1.50
12:50pm - 1:50pm
$0.00

This interactive session will explore how our profession has changed and what opportunities exist to not only survive but thrive in a new digital business world.

Credits: General 1.20
2:00pm - 4:40pm
$0.00

There is $300,000 missing and there are nine suspects. Now we must find out: Whodunit? Come play the "Embezzlement Game" and help us track down who did it and learn how to detect and deter or report fraud in its various forms. After this session, you will be a pro at knowing the difference between fraud and negligence.

Credits: General 3
Leaders:

Wednesday, May 12, 2021

8:30am - 9:45am
$0.00

Look at the global pandemic in a historical context and how this disruption might impact the fulture of work in a wide varity of manifestations. It explores how simple gestures used for thousands of years (such as the handshake) might be eliminated and the possible tensions with remote work, Zoom fatigue, decreased/increased productivity and the traditional office. It's NOT a futurist presentation, but rather a collection of the data and research about human work habits and behaviors.

Credits: Professional Development 1.50
Leaders:
10:00am - 11:15am
$0.00

The average data breach takes 277 days to detect, and remediation costs an average of $8.1 million. Companies are besieged every day by cybercriminals intent on wire fraud and stealing personal information of their customers. The acquisition of a company with an undetected breach can result in liabilities that far exceed the purchase price. If your company is going to participate in the opportunity that consolidation presents, how do you realize the return on your investment when cyber risk can cause severe financial, reputational and legal consequences.

Credits: General 1.50
11:15am - 12:05pm
$0.00
Credits: General 1
1:00pm - 1:50pm
$0.00

The discussion begins with Thomas More - arrested by Henry the VIII and writing from prison - and ends with a call to action. Address the four primary responses to any "interuption of well-being" (a pandemic, for example), and apply them into compelling leadership lessons.

Credits: Personal Development 1
Leaders:
1:50pm - 2:50pm
$0.00

The market is nothing if not full of data to analyze - perhaps too much! Review the factor model approach and how some factors are more important thank others, depending on where we are in the economic cycle.

Credits: General 1.20
3:00pm - 4:20pm
$0.00

We live in a knowledge-based society, and the more critical you think the better your knowledge will be. Critical Thinking provides the skills to analyze and evaluate information, so you are able to obtain the greatest amount of knowledge from it. It provides the best chance of making the correct decision and minimizes damages if a mistake does occur. Critical Thinking will lead to being a more rational and disciplined thinker. It will reduce your prejudice and bias, which will provide you a better understanding of your environment. This workshop will provide the skills to evaluate, identify, and distinguish between relevant and irrelevant information. It will lead to more productivity in your career and provide a great skill for your everyday life. WHO SHOULD ATTEND: Professionals that are looking for a deeper understanding of critical thinking and how to continue to re-think normalcy (NASBA Field of Study: Personal Development) OBJECTIVES: • Understand the components of critical thinking • Utilize non-linear thinking • Use logical thinking • Recognize what it means to be a critical thinker • Evaluate information using critical thinking skills • Identify the benefits of critical thinking • Revise perspective, when necessary • Comprehend problem solving abilities

Credits: Professional Development 1.60
Leaders:
The time is near. Please use our CPE catalog to register for another course.

Leaders

Brookie Aycock

Brookie received his B.B.A. and M.B.A in Finance from Delta State University. He is a graduate of MS School of Banking as well as the School of Banking at LSU. He is Certified Treasury Professional with 19 years in banking. He is currently in Corporate Banking at BXS.

Kevin Cross

Kevin Cross

R. Kevin Cross, is an EA and CPA licensed in the States of Florida and Georgia, he holds a masters in taxation (MST) from Florida International University, an Enrolled Agent, and a fraud sleuth. Of the old adage "it takes one to know one" has an once of truth then the insights gleaned will hold some valuable truths for your practice. Kevin was the mastermind involved 30 years ago in a large embezzlement from the Broward sheriffs office led by the famous Cuban cop - Nick Navarro the famous law man who taught Al Pacino how to act like a gangster in the movie “Scarface”. The first episode of “Cops” was filmed during the wild wild West days of the 1980s. Since then Kevin has learned the error of his ways as chronicled in his book "Embezzlement, a True Crime Story", and unprecedentedly became a CPA and has received a full pardon by Florida Governor Rick Scott. He is the only EA and CPA in the state of Florida and Georgia with such a background. He now operates a boutique cpa firm and enjoys weighing in on fraud, forensic accounting, understanding the mind of a fraudster and the ethical use of money. He never tires in uncovering a good financial crime. He has spoken to law enforcement, Florida department of agriculture, AICPA, State CPA Societies, law firm's, fraud, banking, and agriculture conferences, and NAEA societies in several states on the topic of fraud.

Justin Daniels

Justin Daniels

Justin's corporate practice consists of representing domestic and international technology businesses and business owners in all aspects of their growth cycle, from structuring new ventures, raising capital and advising on acquisitions and divestitures to reviewing and negotiating key vendor, franchise, employment and customer contracts. He has closed M&A transactions valued collectively at more than $1 billion. Justin provides his corporate clients a pragmatic approach to addressing cyber as a business enterprise risk at every stage in the business lifecycle. He specifically advises the c-suite and boards on identifying and managing cybersecurity risk with respect to mergers and acquisitions, investment capital transactions, vendor and customer contracts and cyber insurance. He leads breach incident response teams on ransomware and wire fraud cases in industries ranging from medical IT and logistics to manufacturing. Justin also provides strategic advice to clients regarding blockchain technology. He represents one the largest cryptocurrency mining facilities in the country. He has helped clients create and iterate business models that address regulations including federal and state money transmitter laws. He has extensive and significant experience handling the power contracts and related critical infrastructure necessary to profitably engage in cryptocurrency mining. In 2020, a smart city innovation lab engaged Justin to help build cybersecurity and privacy into the DNA as part of the launch of their facility. The innovation lab has a 5G-enabled three-mile autonomous vehicle test track, a 25,000 square foot innovation center and an intelligent network of connected IoT devices. The facility serves as a test bed for autonomous vehicles, drones, IOT devices, facial recognition technology and has a level 3 autonomous vehicle along with the first deployment of remote e-scooters in the United States. As part of the engagement, he designed the onboarding process for these projects and the privacy and security principles surrounding the collection and data use from the projects. He is an FAA licensed Part 107 Commercial UAS (Drone) pilot. Justin will be speaking at RSA 2021 on the topic of quarterbacking breach response with law enforcement. He has given numerous key note presentations on topics including cybersecurity, integrated blockchain solutions and balancing technological innovation versus privacy and security

Chris Guinther

Chris Guinther

CHRIS GUINTHER is a Senior Equity Strategist and portfolio manager. He leads equity research and market strategy efforts at MONTAG. His expertise includes stocks and bonds, with particular focus on asset allocation and growth investing. Prior to joining MONTAG in 2018, Chris was President, Chief Investment Officer and founding partner of an institutional investment firm in Atlanta. For nearly 20 years, he served as a lead portfolio manager overseeing billions in small and large cap growth equity mutual funds and was a frequent guest on CNBC and regularly quoted in the financial news. Chris has been investing in public securities for 30 years professionally. He also has significant personal experience investing in real estate, franchises, and small businesses privately. He believes his broad experience helps MONTAG clients whose wealth has been cultivated in similar ways over the years. An Ohio native, Chris and his wife Ginger have three boys – two at home and one in college. In his spare time, he coaches baseball, enjoys golf, and is passionate about fitness.

Joe D. Havens

Joe D. Havens

Joey Havens is the Executive Partner of HORNE LLP, leading more than 500 team members to build the Wise Firm© while passionately living out his life’s calling to help others see and reach their full potential. He leads the strategic visioning for culture, growth and client excellence for HORNE. Within the profession, he actively challenges the mainstays of public accounting. He advocates growing leaders faster using holistic approaches and intentional sponsorship. He is the author of “beBetter: A Leadership Blog,” and was named to Accounting Today’s Elite Managing Partner List in 2016. Joey was also named as a Top Thought Leader in the Accounting Profession by CPA Practice Advisor in 2018. He is the author of numerous whitepapers and articles, including Becoming the Firm of the Future published by the AICPA.

Jennifer F. Louis

Jennifer F. Louis

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). 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.

Randy Loving

Randy Loving

RANDY LOVING, CFA manages portfolios for individuals, families and institutions, and devotes much of his time to investment analysis specializing in asset allocation decisions and security selection. Randy has worked in the investments field for 18 years. Prior to joining MONTAG, Randy was a Sector Portfolio Manager for the RidgeWorth Investments Growth team, focusing on Financial and Technology companies. In addition, Randy spent eight years at SunTrust as both an Equity Analyst and Portfolio Manager in the Personal Asset Management group. Randy began his career at The Northern Trust in Chicago. Randy also has significant personal experience in private equity investing. A native of Fort Lauderdale, Florida, Randy and his wife, Monika, have one daughter and one son. In his free time, Randy enjoys reading, fishing and endurance sports.

Drew Mcintyre

Drew McIntyre is a Senior Vice President of BancorpSouth in Premier Banking. He graduated from the University of Mississippi with a degree in banking and finance and later received the title Accredited Asset Management Specialist through the College of Financial Planning. Drew began his banking career in Memphis, Tennessee working for several banks during the height of the merger activity hit the banking industry in the 1990’s. He later moved home to Jackson to work for Deposit Guaranty Bank, eventually ending up at BancorpSouth in 2004. He continues to focus on private banking clients with small business and consumer banking needs. He has been involved in several civic and charitable organizations throughout the years and enjoys many outdoor activities. He and his wife Davis have one son and two daughters that attend Mississippi State University and Jackson Prep.

Tali Ploetz

Tali Ploetz

Tali M Ploetz is a board member, former Audit Committee Chair, advisor, professional speaker and industry recognized finance executive with extensive expertise in internal audit, enterprise risk management, governance, and regulatory compliance. She has a history of accomplishment in publicly traded companies as well as charitable organizations. Her skills enable her to effectively provide cost effective solutions to organizations seeking to improve their processes or functions governing compliance, risk, internal audit, fraud, and/or their internal control environments. Tali has several years of experience working with federal regulators supporting her proven track record for resolving regulatory matters. She has had the privilege of serving on both for-profit and non-profit Boards of Directors. Tali is an award-winning public speaker (IIA All-Star 2014). She proudly serves as a training and development consultant for GoldSRD (www.goldsrd.com), a leading provider of Staff Augmentation, Executive Recruiting and Professional Development services.

David Reeves

David has experience in acquiring, structuring and managing a diverse porfolio of C&I relationships especially asset based lending / working capital line of credit relationships. Experience in a variety of industries including manufacturers, wholesalers, electric utilities, real estate developers – commercial office buildings, multiple-family housing and timberland investment management organizations (TIMO’s). He also has experience in working capital lines of credit secured by borrowing base certificates, construction lines of credit, commercial office buildings, retail shopping centers, owner occupied real estate loans, participation loans and letters of credit. David earned a Bachelor of Science inAccounting and Masters of Public Accountancy from the University of Southern Mississippi. He has 32 years of banking experience, 20 of which are with BancorpSouth.

Will Shurtleff

Will Shurtleff is the BancorpSouth Tax Credit Manager. He has been managing investments into low-income communities for 11 years, including serving as Chief Operating Officer of a CDE that deployed $100M in NMTC allocation. Mr. Shurtleff leads the development, management and administration of the BancorpSouth tax credit investment program. As such, Mr. Shurtleff is responsible for the management of the daily operations of the tax credit investment portfolio, advises senior management on various tax credit investment opportunities in the areas of NMTCs, LIHTCs, Historic Tax Credits, etc. in conjunction with the Bank’s CRA and economic development activities and is responsible for compliance with federal and state statutes, regulations and internal policies. In his role with BXS Community Fund, Will is in charge of the overall management of operations, including deployment of capital, asset management, compliance and profitability. Will earned a Bachelor of Business Administration and a Master of Business Administration from Mississippi College.

Paul Voss

Paul Voss

Dr. Paul J. Voss is President of Ethikos and an Associate Professor at Georgia State University. A gifted public speaker and award-winning teacher, Dr. Voss teaches courses on Shakespeare, Dante, Machiavelli, Business Ethics, Renaissance Literature, and the History of the Book. He publishes on a wide variety of topics (for both academic audiences and for the popular press) and regularly appears on television and radio programs. His work on business ethics, sustainable development, and corporate stewardship builds on 2500 years of intellectual history. His dynamic seminars, coupled with a compelling and thought-provoking curriculum, receive among the highest evaluations in the industry. His clients include the FBI Labs, General Electric Energy, ASCLD, British Petroleum, the Home Depot, PotashCorp, the Federal Railroad Administration, Carlson School of Management, Georgia Institute of Technology, Fairmount Minerals, Galls Uniforms, and many others. He is currently completing his next book, Loved or Feared: Paradigm Shifts and the Rejection of Machiavelli. Professor Voss, his wife Mary, and their five children live in suburban Atlanta.