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2017 Western Region Meeting

Speakers

Chuck Hooper
BIAlytics and Tableau Zen Master

Chuck brings 5 decades of business and IT experience with him.

From 1998-2008, he was an owner of Pro Relational Systems (“PRS”), a consulting and application development firm specializing in business intelligence. 

His experiences include the analysis, design, implementation, training and support of business intelligence, data warehouse and decision support system environments in a variety of engagements for clients including: Clorox, E.&J. Gallo Winery, PepsiCo, Information Resources, Inc. (IRI), Unilever, The Broad Institute, Zeltiq, Align Technology, Harte-Hanks, Accenture, PWC, Awarepoint, Deloitte, McKesson, UMass Medical, Irish Life, UC Irvine and many others. 

In 2005, PRS became Tableau’s first consulting partner. In 2008, Chuck joined Tableau Software to start their Professional Services group.   In 2011, Chuck “retired”, back to the independent consulting world.

In addition to the current consulting offerings, Chuck does speaking engagements, and, conducts training sessions on the use of Tableau Software products, visual analytics, data warehouse design, and other business intelligence topics, at both the technical and the executive levels.

Chuck is honored as an officially designated “Tableau Zen Masters” in 2012, 2013, 2014

 


 

David Burgstahler
President of the American Accounting Association

 

David Burgstahler is the President of the American Accounting Association (2016-17), and is the Julius A. Roller Professor of Accounting at the University of Washington. David has taught at the University of Washington since 1981, where he previously served as Acting Dean in the School of Business and Associate Dean for Masters Programs and Executive Education. He earned his Ph.D. from The University of Iowa. David has published widely in peer-reviewed journals including The Accounting Review, Auditing: A Journal of Practice & Theory, Issues in Accounting Education, and Contemporary Accounting Research. He is currently an Editor of The Accounting Review, serves on the Editorial Board of Journal of Governmental and Nonprofit Accounting, and served as Associate Editor (1997-2000) and Editorial Board Member (2000-04) of Accounting Horizons, The Accounting Review (1983-86) and (1992-2003), Auditing: A Journal of Practice & Theory (multiple years) and on the Editorial Board of several other peer-reviewed journals.

David has over thirty years experience teaching, has served on over fifty Ph.D. Supervisory Committees, thirty Doctoral Dissertation Reading Committees, and has presented his research at over sixty-five conferences.  He has received numerous awards for teaching excellence and is the recipient of the University of Washington’s Schoeller Senior Fellow (2014-15), AAA’s Notable Contributions to Accounting Literature Award (2002), Beta Alpha Psi Professor of the Year (multiple years) and has been awarded numerous faculty fellowships and research grants.

 


 

Levi Stewart
Sector Analyst, Sustainability Accounting Standards Board (SASB)

Levi Stewart, CPA is a Sector Analyst at the Sustainability Accounting Standards Board (SASB) for the industries which constitute the Consumer Staple Products sector, including industries such as Meat, Poultry & Dairy; Alcoholic Beverages; and Household & Personal Products. In this role, he is responsible for working with companies and investors to bring about the codification of standards that are cost-effective and decision useful. Prior to SASB, Levi worked at the Nature Conservancy and Moss Adams.

 

 

 

 


 

Nicolai Lundy
Director of Education and Partnerships, Sustainability Accounting Standards Board

Nicolai is SASB’s Director of Education and Partnerships where he oversees the educational programs, partnership programs, and SASB Navigator. SASB’s professional education programs are offered to financial reporting/accounting professionals, investment analysts, sustainability professionals, and securities lawyers. While SASB offers a range of education programs, the FSA Credential is the most popular. SASB’s partnerships allow companies to identify service providers that facilitate the collection and reporting of SASB metrics and/or organizations that aggregate company’s data that aligns with SASB metrics. The SASB Navigator is a research platform that gives users access to the research behind the materiality of every SASB topic and provides an analysis of what companies are currently reporting in their SEC filings. He graduated from Emory University with the highest undergraduate honor.

 


 

Kimberly Ellison-Taylor
CPA, CGMA, Chairman of the AICPA Board of Directors and Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America

Ellison-Taylor has a lengthy history of volunteering for the profession, including serving as a member of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors where she served as a member of the Audit and Finance committees. Ellison-Taylor also worked with the Benevolent Fund, and has served as a Council representative.
She is a past Chair of the Maryland Association of CPAs, and has served on many of its committees, including the New Young Professional Network and Tomorrow's CPA.

Ellison-Taylor is currently the Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America, a leader in cloud solutions and enterprise technology. In this capacity, she provides insight to help drive innovation in this important domain, particularly as the computing paradigm shifts to Cloud and SaaS.

Previously, she served as the Global Practice team leader for Health and Human Services, working with teams worldwide where she developed and executed strategies on Cloud, Big Data, Security, Fraud Prevention/Detection, Customer Experience, and Modernization. Prior to Oracle, Kimberly worked in leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center; Motorola; KPMG; and Prince George's County Government, where she served as Chief Information Technology Officer.

Ellison-Taylor received her bachelor's degree from the University of Maryland, Baltimore County; an Accounting Certificate from the Community College of Baltimore County, an MBA from Loyola University and Master's of Science in Information Technology and a Chief Information Officer Certificate from Carnegie Mellon University.

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