ATA Teaching and Curriculum Conference

We would like to thank Deloitte for being the program host for the 2023 Teaching and Curriculum Conference.


Thursday, February 23, 2023
Preliminary Schedule

6:30 am-5:30 pm Registration
7:30 am–8:15 am Breakfast

8:15 am–8:30 am

8:30 am-9:35 am


1.01 Welcome
Mitchell Franklin, LeMoyne College

1.01 Future of the Workforce
Accounting – 1.2 CH
Moderator: Abbie Sadler, University of Richmond

Presenters: Margaret Lardizabal, PwC
Kim Goings, EY
Todd Sweeris, Deloitte
Vivian Wang, KPMG

9:45 am–10:45 am


2.01 The Role of Tax Professionals in ESG Work
Accounting – 1.2 CH
Moderator: Kerry Inger, Auburn University

Presenters: Niloufar Molavi, PwC
John DerOhanesian, KPMG
Bill Fisher, Deloitte

10:45 am-11:00 am Break

11:00 am–12:00 pm

3.01 CPA Evolution/Blue Print/Exposure Draft/Impact of Technology
Taxes – 1.2 CH

Presenters: Jan Taylor, AICPA
Annette Nellen, San Jose State University
Charlotte Roberts, UWorld

12:00 pm–1:00 pm Lunch
1:00 pm–2:05 pm 4.01 What's Evolving from the CPA Evolution: Curriculum, Recruitment, Pipeline
Taxes – 1.2 CH

Presenters: Troy Lewis, Brigham Young University
Rebecca Shortridge, University of Tennessee
Cynthia Zhu, Deloitte
Amber Hughes, BDO

2:15 pm –3:15 pm

5.01 Teaching Tips and Roundtable – Tax Returns and Procedures
Taxes – 1.2 CH

Presenters: JaLynn Thomas, University of Arkansas
Cathryn M. Meegan, Jacksonville University
Cynthia Caruso, Endicott College
Jonathan D. Grossberg, Thomson Reuters

5.02 Graduate Tax Research
Taxes – 1.2 CH
Moderator: Michele Meckfessel, University of Missouri, St. Louis

Panelists: Kerry Inger, Auburn University
Annette Nellen, San Jose State University
Kerri Tassin, Missouri State University
Donald Williamson, American University

3:15 pm–3:35 pm Break
3:35 pm–4:30 pm 6.01 Teaching Tips and Roundtable – Tax Research and Policy
Taxes – 1.0 CH

Presenters:Lisa B. Church, Rhode Island College
Gregory A. Carnes, University of North Alabama
Suzanne Youngberg, Northern Illinois University
Olivia Melton, Augustana College
Liz Diers, Truman University

6.02 Teaching Tax Online
Taxes – 1.0 CH

Presenters: Matthew Hutchens, University of Illinois at Urbana-Champaign
Deb Kraft, University of Waterloo
Frank Murphy, University of Connecticut
4:40 pm–5:30 pm 7.01 Cases and Tax Education Research
Taxes – 1.0 CH

Presenters: Amanda Marino, San Diego State University
Ryan Dunn, Auburn University
Jonathan D. Grossberg, Thomson Reuters
Chloe P. Mills, Robert Morris University
Marcel Minutolo, Robert Morris University
Abbie Sadler, University of Richmond
Mollie Mathis, Auburn University
6:00 pm–7:00 pm Reception