CPA Day(s) of Service: October 25 - November 5 Volunteer

Livestream: Not-for-Profit Conference

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Tuesday, November 16, 2021 @ 8:30am 4:30pm
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Description

Get the industry-specific insights you need to maintain a strong organization for you or your clients and get informed about unique challenges facing not-for-profit organizations at this annual event.

Credits

Category Amount
General 8.00

Sessions

Tuesday, November 16, 2021

8:30am - 10:00am
$0.00
Credits: General 1.80
10:10am - 11:10am
$0.00
Credits: General 1.20
11:10am - 12:10am
$0.00
Credits: General 1.20
12:55pm - 2:25pm
$0.00
Credits: General 1.80
2:35pm - 3:25pm
$0.00
Credits: General 1
Leaders:
3:25pm - 4:15pm
$0.00
Credits: General 1

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.



Leaders

Amie Dean

Amie Dean

Amie is a tax senior manager in HORNE LLP’s healthcare services practice. She primarily provides tax and consulting services to nonprofit and healthcare entities, including hospitals, doctor groups and physicians. Amie joined HORNE in 2005. Amie graduated from Millsaps College with a Bachelor of Science in Business Administration in Accounting and a Master of Accountancy.

Christiana Leggett

Christiana Leggett

Chrissy is a senior manager in HORNE’s healthcare services practice. She helps medical and dental practices achieve their mission and thrive financially by anticipating challenges related to industry hard trends, quantifying financial impacts, providing insights, and identifying opportunities related to PPP and other relevant issues. She also serves in an Interim CFO capacity for physician practices, providing oversight to analyze company strength and stability, participating in executive committee meetings, and conducting annual evaluation of impact of the latest industry trends to plan for the future. Chrissy also leads HORNE’s dental market segment. She joined HORNE in 2004 and holds a Bachelor of Accountancy and Master of Taxation from the University of Mississippi.

Stephanie Palmertree

Stephanie Palmertree

Stephanie is currently the Director of the Financial and Compliance Division of the Office of the State Auditor (OSA). The Financial and Compliance Division is responsible for conducting and overseeing audits of governmental entities. Prior to joining OSA in 2013, she was employed in public and private industry. Stephanie was the Director of Finance for the Mississippi Museum of Art from 2008 to 2013, and worked as an auditor for several public accounting firms prior to her job at the art museum. Stephanie holds a Bachelor of Science in Business Administration from Mississippi College and a Master of Professional Accountancy degree from Mississippi State University. She is a Certified Public Accountant and a Chartered Global Management Accountant. Stephanie is also a member of the Mississippi Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Walker Roberts

Walker has more than ten years of public accounting experience providing audit, reimbursement and consulting services for health care and not-for-profit organizations. He provides audit and consulting services for a variety of health care clients, including rural hospitals, urban health systems and behavioral health systems.

He joined BKD in 2018. His experience includes audit and consulting services for health care clients as well as financial reporting and analysis for a large urban health system.

Walker is a member of the American Institute of CPAs, Mississippi Society of Certified Public Accountants and Mississippi chapter of the Healthcare Financial Management Association, where he currently serves as an officer.

He is a graduate of The University of Mississippi, Oxford, with a B.S. degree and an M.Acc. degree in accountancy.

Tanya Webber

Tanya Webber

Tanya G. Webber is the Assistant Secretary of State for the Charities Division of the Mississippi Secretary of State’s Office, a position that she has held under two different Secretaries of State (one Democrat and one Republican). In this capacity, she has the responsibility of regulating non-profit organizations for compliance with the Mississippi Charities Act by performing routing financial examinations, investigating complaints and nonprofit embezzlement cases, as well as other violations of the Act. The Division also works with federal and state prosecuting authorities to criminally punish violators of these charity laws. Prior to joining the Mississippi Secretary of State’s Office in 2001, Tanya worked with the Mississippi Legislative PEER Committee and the Mississippi Department of Transportation. A proud graduate of Okolona High School, Tanya graduated Valedictorian of her class before graduating Magna Cum Laude from Jackson State University with a BBA in Accounting. Tanya then went on to earn her Juris Doctor from the University Of Mississippi School Of Law in 1998. Selected as one of Mississippi’s 50 Leading Business Women in 2016, Tanya serves her community by volunteering on Ridgeland High School’s PTO Board of Directors, the Board of Trustees & Deacon Wives Council at Gt. Mt. Calvary Baptist Church, and the illustrious Alpha Kappa Alpha Sorority. Tanya takes serious her service to mankind and commitment to making the world a better place one day at a time.

Brian Yacker

Brian Yacker

Brian, a tax partner in Baker Tilly’s Orange County, California office, specializes in non-profit organizations. Brian received his Bachelor of Science, finance and marketing, at the University of Virginia (Charlottesville, Virginia) and his Juris Doctor from Indiana University School of Law (Bloomington, Indiana). Brian has nearly 30 years of experience providing tax, legal and accounting services and solutions to all types of non-profit organizations, including public charities, private foundations, university auxiliaries, social clubs, business leagues, labor organizations, social welfare organizations, water districts, athletic organizations, social services entities, hospitals, bids, veterans organizations. Brian provides reasonable compensation studies, lobbying studies, governance consulting, public support test consulting, unrelated business income studies, special events consulting, state charitable solicitation registration services and insider transaction analyses. Brian is a member of the American Institute of Certified Public Accountants (AICPA), American Bar Association (ABA) Exempt Organizations Committee, Board of Directors for the TE/GE EO Council, AICPA EO Tax Technical Resource Panel, and AICPA Non-profit Advisory Committee.