About the Conference
Learn how the AICPA-NASBA Model Curriculum addresses these topics and can help guide your accounting programs through the CPA Evolution transition and prepare them for the changes ahead. See where existing courses could use a boost or where your program might need to expand learning through new curriculum offerings that will prepare the next generation of CPAs.
Speakers
Pascal Finnet, EY’s wavespace Advisory Board Chair
Keynote speaker
Pascal is Co-Founder (and Chief Heretic) at be radical, EY’s wavespace Advisory Board Chair, and a member of Pearson’s Digital Advisory Board. His work focuses on the intersection of technology, global impact, and culture; inspiring, educating, and empowering entrepreneurs, corporate irritants and change makers to create a positive future.
He has spent his career pushing the boundaries of technology and passionately believes it can profoundly impact the betterment of humankind. He got started on the net before there was a web browser, founded a series of technology startups, led eBay’s Platform Solutions Group in Europe, launched a consulting firm helping entrepreneurs with their strategy & operations, and invested into early-stage tech startups. Pascal led Mozilla’s Open Innovation Lab, created Mozilla’s accelerator program WebFWD, and headed up Mozilla’s Office of the Chair. As Principal at Google.org, he invested into social impact organizations around the globe. He built Singularity University’s startup programs including the SU Accelerator and Venture Fund. Further, he founded the nonprofit organizations Mentor for Good and The Coaching Fellowship; the “GyShiDo” (Get Your S%#& Done) movement and publishes the opinionated newsletter, “The Heretic”, which is read by tens of thousands of change-makers globally. He is the author of the book “The Heretic - Daily Therapeutics for Entrepreneurs”.
Pascal frequently speaks and writes about the magic and potential which happens at the intersection of technology, culture & global impact. He is a trained Co-Active executive coach working with clients on achieving their full leadership potential. Most of all – Pascal loves to work with changemakers who want to, and can, make things better.
William D. Brink, CPA, Ph.D., Miami University
Dr. William D. Brink is an Associate Professor of Accountancy at Miami University in Oxford Ohio. After working in practice in the areas of taxation and wealth management for RSM McGladrey, he decided to pursue a career in academe. His primary teaching interests are in taxation and he has taught tax courses at both the undergraduate and graduate level. Professor Brink has also taught numerous times at Big Four trainings for the tax professionals. Dr. Brink is on the editorial board for Issues in Accounting Education. Dr. Brink's primary research interests are in behavioral tax research endeavors. He has published numerous works in top accounting journals such as Accounting, Organizations and Society, The Journal of the American Taxation Association, Accounting Horizons, Behavioral Research in Accounting and also in Journal of Business Ethics.
Kimberly Swanson Church, Ph.D., Missouri State University
Dr. Kimberly Swanson Church is the BKD Professor of Leadership & Director for the School of Accountancy at Missouri State University. Kimberly teaches in the area of managerial and accounting information systems with an emphasis in data analytics and emerging technologies. She has two decades of entrepreneurial and higher education experiences, including more than ten years in academic leadership roles within the American Accounting Association and the American Institute of Certified Public Accountants. Dr. Church works actively with a variety of professional organizations and serves as a frequent invited speaker on topics related to professional development and technology disruptions to the accounting profession. She is a national award-winning educator for her many classroom innovations using experiential learning techniques that best reflect real-world application of accounting concepts, including the George Krull/Grant Thornton, Jim Bulloch, Mark Chain/FSA and Bea Sanders/AICPA (honorable mention) teaching innovation awards. Her teaching and research interests include information systems, management accounting and disruptive technology implications for theory and practice. She has published many academic and practitioner articles, won several best paper awards and her articles have appeared in Accounting Horizons, Journal of Information Systems, Issues in Accounting Education, Journal of Emerging Technologies in Accounting, Journal of Accounting Education, BizEd and Strategic Finance.
Susan S. Coffey, CPA, CGMA, Association of International Certified Professional Accountants (AICPA & CIMA)
Susan S. Coffey, CPA, CGMA is Chief Executive Officer – Public Accounting at the Association of International Certified Professional Accountants. Sue leads the Association’s strategy to advance public accounting domestically and globally as well as strengthen the pipeline for and competencies of U.S. licensed CPAs.
Sue’s sets strategy for the Association’s assurance, advisory, tax and practice management initiatives in the U.S. and abroad. Her most recent focus is on assuring a robust and highly-skilled U.S. CPA pipeline; promoting the value and relevancy of U.S. CPAs and CPA firms; evolving the profession’s core services, leveraging emerging technology and advancing practice quality; and creating opportunities for practice growth around the use of new technologies and in emerging service areas, including environmental/social/governance and post-pandemic business resiliency and recovery.
Sue’s responsibilities span a number of diverse communities and stakeholders, both domestic and international, giving her a unique, global perspective. Building on a wide range of experience, she brings a broad view to strategic planning, risk management and problem-solving, which guide the Association as it executes on its public interest activities, develops opportunities for CPA firms, and works with firms and other key stakeholders.
Sue is a licensed CPA in the States of New York and New Jersey, as well as a CGMA. She is a member of the American Institute of CPAs and the New Jersey Society of CPAs. She has been honored over the years by being recognized as one of the Most Powerful Women in Accounting by the CPA Practice Advisor and by inclusion on Accounting Today’s Top 100 Most Influential People in Accounting list.
Prior to joining the Association, Sue was with PricewaterhouseCoopers' accounting and auditing practice. She holds a Bachelor of Science degree in accounting from Fairfield University in Fairfield, Connecticut.
Colleen K. Conrad, CPA, National Association of State Boards of Accountancy (NASBA)
Colleen K. Conrad, CPA, serves as executive vice president and chief operating officer of NASBA. She is responsible for NASBA operations including CPA Examination Services, licensing, continuing education, IT and risk management. Ms. Conrad also oversees governmental, international, and professional relationships. She brings more than 25 years of accounting expertise and leadership to NASBA. As a former partner in a large regional CPA firm, she practiced in the firm’s Real Estate Services Group, providing real estate, attest, tax, and consulting services to clients nationwide. From 1997 to 2007, Ms. Conrad served on the Missouri Board of Accountancy, with two terms as chair. Her contributions to NASBA as a volunteer committee member and featured speaker during NASBA forums date back to 1997. A long-time member of the AICPA, Ms. Conrad served a three-year term on the AICPA Council. She was a member of the AICPA Board of Examiners for 10 years, serving one term as chair. A Kansas native, Ms. Conrad is a member of the Tennessee Society of CPAs and past president and member of the St. Louis Society of Women CPAs. Among her numerous honors, she has been named as an AICPA/Missouri CPA Woman-to-Watch, Experienced Leader. She formerly served on the Financial Accounting Standards Advisory Council (FASAC). Ms. Conrad earned a bachelor’s degree in accounting from Truman State University, and she was named Outstanding Alumna of the Business School in 2015. She also holds a master’s in leadership from Washington University in St. Louis, Missouri.
Daniel J. Dustin, CPA, National Association of State Boards of Accountancy (NASBA)
Daniel Dustin, CPA, joined NASBA on January 1, 2012, as vice president of state board relations. In this role, Mr. Dustin serves as an advocate for State Boards of Accountancy and finds new ways and opportunities to provide support and service to NASBA’s member boards.
Prior to joining NASBA, Mr. Dustin served as executive secretary of the New York State Board for Public Accountancy, an appointment that was made in 1998 by the New York State Board of Regents. As executive secretary, Mr. Dustin was responsible for professional licensing, practice, and conduct, including professional discipline of Certified Public Accountants and Public Accountants in New York. A key point person in the regulatory process, Mr. Dustin monitored the evolution of professional practice at national and state levels and developed and drafted proposed legislation and amendments to New York State accountancy rules and regulations.
The 2010 recipient of NASBA’s prestigious Lorraine P. Sachs Standard of Excellence Award for distinction in accountancy regulation and public protection, Mr. Dustin is former chair of NASBA’s CPA Examination and Administration Committee, Accountancy Licensee Database Task Force and Executive Directors Committee. He also served as a member of the AICPA’s Peer Review Task Force and Board of Examiners, including having chaired the BOE’s Operations Committee. Mr. Dustin earned a Bachelor of Science degree and a Master of Science degree in accounting from Clarkson University, and became a licensed CPA in 1988.
Sheri Erickson, CPA, Ph.D., Minnesota State University Moorhead
Sheri Erickson, Ph.D., CPA: Sheri is a Professor of Accounting, Paseka School of Business Minnesota State University Moorhead. She is a member of the State Board of Accountancy in North Dakota. Dr. Erickson has over 30 years of higher educational experience, teaching financial accounting and auditing courses at the undergraduate and graduate level. Her research interests include interdisciplinary research utilizing communication theory with financial theories that investigate stakeholder responses and organizational reporting strategies during organizational crises. Other research interests include accounting education studies. Her research has been published in many academic journals including Issues in Accounting Education and Advances in Public Interest Accounting.
Jim Franklin, CPA, Western Governors University
Jim Franklin is a Program Director at Western Governors University (WGU). He teams with other academic professionals and psychometricians as they develop innovative competency-based master curricula.
His primary focus is to create an online learning environment that engages students while providing the skills necessary to succeed in a changing workplace.
Jim values building successful relationships with outside organizations to enhance the WGU student and alumni experience.
He holds CPA licenses in Texas and California.
Prior to entering academics, he spent over 10 years with Deloitte in Los Angeles and Houston. His client responsibilities included multiple Fortune 500 companies from the automotive, energy, and manufacturing sectors.
Franklin holds baccalaureate and master’s degrees from The University of Pennsylvania and The University of Texas at Austin, respectively.
Yvonne L. Hinson, Ph.D., CPA (NC), CGMA, American Accounting Association (AAA)
Yvonne Hinson, Ph.D., CPA, CGMA, is the CEO of the American Accounting Association. Prior to assuming this role in September 2020, she served as the Vice President - Academic in Residence for the Association of International Certified Professional Accountants; a position created to foster closer relationships with universities and faculty. She began her accounting career with Arthur Andersen in Charlotte, NC. After returning to the University of Tennessee to pursue her Ph.D., Yvonne accepted a position with Wake Forest University. During her over 18-year career at Wake Forest University she served as a faculty member, Director of Graduate Studies, Director of Accountancy and Dean of Charlotte Programs. Yvonne has served on numerous academic and community committees and nonprofit Boards and is a past President of the Federation of Schools of Accountancy and past Chair of the AAA Membership Advisory Committee. She is currently a member of the Federal Government’s Cost Accounting Standards Board, AACSB Accounting Accreditation Committee, AACSB Accounting Accreditation Policy Committee, IFAC Accounting Education Panel and the IFAC Education Directors Panel. Her research has been published in both academic and practitioner journals. She earned her BS in accounting and MBA from UNC Charlotte.
Anna E. Howard, CPA, Association of International Certified Professional Accountants (AICPA & CIMA)
Anna E. Howard, CPA is the Senior Manager of Academic Initiatives at the AICPA. Before joining the AICPA, Anna served as a director of the Master of Science in Accounting program at Nichols College and taught accounting and audit courses at Merrimack College, Great Bay Community College, and the University of New Hampshire. She started her career as an audit associate at PricewaterhouseCoopers and moved to the private industry where she gained expertise in corporate finance, IPO process, SEC reporting, and SOX compliance. Anna received her BBA in Accounting from the University of Massachusetts in Amherst and an MBA from Clark University.
Audrey Katcher, CPA, CGMA, CITP, RubinBrown
With more than 30 years of experience, Katcher currently serves as a partner of RubinBrown’s Business Advisory Services Group, overseeing the group’s information technology audit and advisory services, including third party assurance, cyber attest and System and Organization Controls (SOC) services. She enjoys helping clients understand technology risks and how to efficiently manage those risk for the benefit of the business. Since 2010, Katcher has been a contributing author of guidance for testing security between companies (SOC 2® Guide). Today, she is leading the ISC group for the CPA Exam Advisory Group with the AICPA and NASBA to provide input on potential CPA Exam content. Katcher has served on the AICPA Board of Examiners, the Trust Information Integrity Task Force, the AICPA SOC Certification Exam Team, and the Missouri Society of CPAs Board. Katcher joined RubinBrown in 2008 after 18 years as a team member / partner at PwC. Audrey received her BSBA in accounting from University of Missouri-St. Louis and a University of Chicago Booth School of Business LinC program certificate. Audrey is a Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA) and Certified Information Technology Professional (CITP)
Carl Mayes, CPA, Association of International Certified Professional Accountants (AICPA & CIMA)
Carl Mayes is the AICPA’s Associate Director of CPA Quality and Evolution. He is the project lead for the Enhancing Audit Quality (EAQ) initiative and manages CPA Evolution, an effort to transform the CPA licensure model to recognize the rapidly changing skills and competencies needed in practice. Carl is a licensed CPA in North Carolina and worked as an auditor for regional and local public accounting firms before joining the AICPA.
Jan Taylor Morris, CPA, CGMA, Ph.D., Association of International Certified Professional Accountants (AICPA & CIMA)
Jan Taylor Morris, Ph.D., CPA, CGMA, began consulting in January 2021 as the Academic in Residence at AICPA, and will assume the role full-time in summer 2021. She is in her final semester as an Associate Professor of Accounting at Sam Houston State University (Huntsville, Texas) teaching both undergraduate and graduate students. Jan has taught multiple courses in the accounting curriculum, primarily financial accounting-related and auditing. She has published on a variety of topics in multiple journals through her career and has served in numerous volunteer roles at AICPA, Beta Alpha Psi, and the Texas Society of CPAs. Jan is licensed as a CPA in Texas and is a Chartered Global Management Accountant (CGMA) through the AICPA.
Annette Nellen, CPA, CGMA, Esq., San José State University
Annette Nellen is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, individual tax, property transactions, employment tax, ethics, and tax policy. Annette is active in the tax sections of the AICPA (including as a former chair of the Tax Executive Committee), ABA and California Lawyers Association. She authors Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles, and the Tax Notes State Moving Forward? Column. Annette is a contributor to CCH’s Top Federal Tax Issues and is co-author/co-editor of four tax textbooks from Cengage (SWFT series). Annette is a frequent speaker on tax developments, new economy tax matters, tax reform and tax policy. She has testified several times before various legislative committees and tax reform commissions on tax policy and reform. Annette runs the 21st Century Taxation website and blog (www.21stcenturytaxation.com).
In 2020-2021, Annette served on the AICPA-NASBA CPA Evolution Education Advisory Group as co-chair of the Tax Compliance & Planning Model Curriculum Task Force.
Karen K. Osterheld CPA, MBA, Bentley University, Incoming Senior Director of the Center for the Advancement of Accounting Education
Karen Osterheld is a Senior Lecturer in the Department of Accountancy at Bentley University. Karen has been a full-time member of the faculty since 1990, where she has held roles as coordinator of both the freshman introductory accounting and finance course sequence and the academic internship program for undergraduate and graduate students in the department.
In 2003, Karen received the Joseph M. Cronin Award for Excellence in Academic Advising at Bentley. In 2008, she was nominated Faculty Member of the Year by the student body. She has also won two Bentley University Innovation in Teaching Awards and the Bentley University Service-Learning Award.
Karen earned her B.S. Degree in Mathematics from the State University of New York at Albany and her M.B.A. Degree from the University of Wisconsin. She is a Certified Public Accountant in the state of Massachusetts. Karen previously chaired the AAA Conference and Teaching and Learning in Accounting and served on the AICPA’s Pre-Certification Education Executive Committee. She is currently the President of the Teaching, Learning and Curriculum Section of the AAA.
Tracie L. Miller-Nobles, CPA, Austin Community College
Tracie L. Miller-Nobles, CPA, is a professor at Austin Community College. Prof. Miller-Nobles received her master's degree from Texas A&M University and is working on her doctoral degree also from Texas A&M University. Prof. Miller-Nobles is the President of Teachers of Accounting at Two-Year Colleges. She has served in leadership roles for American Accounting Association, American Institute of CPAs, and Texas Society of CPAs. Tracie has received several teaching and professional awards including the AAA J. Michael and Mary Anne Cook Prize and TXCPA Outstanding Accounting Educator. Tracie is also an author of a textbook, Horngren’s Accounting, published by Pearson.
Richard N. Reisig, CPA, Anderson ZurMuehlen & Company
Rick Reisig presently serves on the Financial Accounting Foundation’s Board of Trustees, and recently completed two terms on FAF’s Private Company Council and an extended term on the AICPA’s Auditing Standards Board. He serves as an AICPA continuing professional education instructor on accounting and auditing topics and has served on the AICPA’s Board of Examiners and the AICPA’s Practice Analysis Sponsor Advisory Group. He has over 39 years of public accounting experience and serves his firm, Anderson ZurMuehlen & Company, as Chief Executive Officer (CEO). He is a Past President of the Montana Society of CPA’s, and a former member of the AICPA’s Governing Council. He was the 2014 recipient of the MSCPA’s George Anderson Distinguished Service Award, MSCPA’s highest honor. Reisig also serves as a Director-at-Large on the board of directors for the National Association of State Boards of Accountancy (NASBA) and is the current Treasurer and chair of the Administration and Finance Committee. He is past chair/member of NASBA’s Standards Setting and Professional Trends Advisory Committee and the CBT Administration Committee, and past member of NASBA’s Relations with Member Boards Committee, Compliance Assurance Committee and CPA Licensing and Examinations Committee. Reisig was a member of the Montana Board of Public Accountants for over 9 years and served two terms as Board Chair. He has a bachelor’s degree in Business, Accounting Option, from Montana State University, and has served on MSU’s College of Business Advisory Council and its Accounting Advisory Council, the board of directors for the MSU Alumni Association and MSU Foundation.
Nadia A. Rogers, CPA, Virginia Tech
Nadia A. Rogers, CPA, is an Associate Professor of Practice as well as Director and Advisor of the Master of Accounting and Information Systems Program at Virginia Tech. She was previously in public practice, most recently a partner of Creedle, Jones & Alga, P.C. Her primary responsibilities within the firm were to direct the firm’s Richmond office and to coordinate assurance compliance of the firm as a whole. Prior to joining Creedle, Jones & Alga, P.C., Nadia was a senior manager in KPMG LLP’s Audit Practice in Richmond, Va.
Nadia currently serves as the educator member of the Virginia Board of Accountancy (VBOA). She is also Co-Chair of the American Institute of Certified Public Accountants’ (AICPA) Information Systems and Controls Task Force and a member of the National Association of State Boards of Accountancy’s (NASBA) Education Committee. Nadia is the former Chair of the VBOA’s Peer Review Oversight Committee and has contributed to the accounting profession by performing peer reviews of firms providing accounting and auditing services to their clients in addition to performing reviews that assist firms in preparing for their peer review. Nadia was a speaker regarding the topic of peer review at the following conferences: 49th and 41st Annual Accounting and Auditing Conference sponsored by Virginia Tech and the Virginia Society of Certified Public Accountants (VSCPA) as well as the Peer Review Oversight Committee Summit sponsored by NASBA. Additionally, she is a member of the AICPA and the VSCPA.
Nadia is a graduate of Virginia Tech, wherein she earned bachelor’s and master’s degrees in accounting. She has authored an accounting article on biometrics in the Information Systems Control Journal, a worldwide publication on IT governance and assurance.
Stephanie Saunders, CPA, Saunders & Saunders PC
Stephanie Saunders, CPA, is a shareholder in Saunders & Saunders PC. She is a current member of the American Institute of Certified Public Accountants (AICPA) Professional Ethics Executive Committee, a National Association of State Boards of Accountancy (NASBA) Board Member and NASBA current secretary, Chair of the NASBA Uniform Accountancy Act Committee, and a past Virginia Board of Accountancy Board Member.
Stephanie served on the AICPA-NASBA CPA Evolution Education Advisory Group and is Co-Chair of the Tax Compliance & Planning Model Curriculum Task Force.
Stephanie is a past chair of the Virginia Society of CPAs (VSCPA) and member of the VSCPA Board of Directors, and past chair of the Educational Foundation Board of Directors.
Michele (Shelly) Stromp, CPA, KPMG LLP
Michele (Shelly) Stromp is a recently retired audit partner of KPMG LLP. She graduated with a BSBA from the University of Nebraska at Omaha and an MBA from Creighton University. Shelly spent 8 years serving on the board of the Nebraska State Board of Public Accountancy and remains active on various committees. She is a member of NASBA, AICPA and the Nebraska Society of CPA’s.
Wendy Tietz, CPA, CGMA, Ph.D., CMA, CSCA, Kent State University
Wendy Tietz, Ph.D., CPA, CGMA, is a professor for the Department of Accounting in the College of Business Administration at Kent State University. She teaches introductory financial and managerial accounting in a variety of formats, including large sections, small sections, and web-based sections. She also teaches an intermediate accounting bootcamp for incoming juniors and advanced management accounting. Dr. Tietz is the co-chair of the AICPA CPA Evolution Core Curriculum Committee. She has received numerous college and university teaching awards, including the American Accounting Association Cook Deloitte Foundation Prize for teaching. She is the co-author of two introductory accounting textbooks with Pearson Education.