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Carla A. HarrisOpening Plenary Speaker, Monday, August 7, 2023, 8:30 am–9:45 am
Intentional Leadership

Carla A. Harris is a Senior Client Advisor at Morgan Stanley. She was most recently a Vice Chairman responsible for increasing client connectivity and penetration to enhance revenue generation across the firm. She formerly headed the Emerging Manager Platform, the equity capital markets effort for the consumer and retail industries and was responsible for Equity Private Placements. In her 30+ year career, Ms. Harris has had extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. In August 2013, Carla Harris was appointed by President Barack Obama to chair the National Women’s Business Council.

For more than a decade, Ms. Harris was a senior member of the equity syndicate desk and executed such transactions as initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Redback, the General Motors sub-IPO of Delphi Automotive, and the $3.2 Billion common stock transaction for Immunex Corporation, one of the largest biotechnology common stock transactions in U.S. history. Ms. Harris was named to Fortune Magazine’s list of “The 50 Most Powerful Black Executives in Corporate America”, Fortune’s Most Influential List, U. S. Bankers Top 25 Most Powerful Women in Finance (2009, 2010, 2011), Black Enterprise’s Top 75 Most Powerful Women in Business (2017), and “Top 75 African Americans on Wall Street”, and to Essence Magazine’s list of “The 50 Women Who are Shaping the World”, Ebony’s list of the Power 100 and “15 Corporate Women at the Top” and was named “Woman of the Year 2004” by the Harvard Black Men’s Forum and in 2011 by the Yale Black Men’s Forum.

Prior to joining Morgan Stanley, Carla received an MBA, Second Year Honors from Harvard Business School and an AB in economics from Harvard University, Magna Cum Laude. Carla has also received Honorary Doctorates of Laws, Humanities and Business from Marymount Manhattan College, Bloomfield College, Converse College, Jacksonville University, Simmons College, the College of New Rochelle, St. Thomas Aquinas College, Babson College and Fisk University, Wake Forest University and Felician University respectively. Carla Harris is actively involved in her community and heartily believes that “we are blessed so that we can be a blessing to someone else.”

She is the past Chair of the Board of the Morgan Stanley Foundation and of The Executive Leadership Council, and sits on the boards of Sponsors for Educational Opportunity (SEO), The Sesame Workshop, Mother Cabrini Health Foundation and is an active member of the St. Charles Gospelites of the St. Charles Borromeo Catholic Church and the Mark Howell Singers. She is a member of the board of overseers of Harvard University and of the board of directors of the Walmart Corporation, Cummins Corporation and MetLife. Ms. Harris was co-chair of the National Social Action Commission of Delta Sigma Theta Sorority, Incorporated. She has been named to the New Jersey Hall of Fame (2015) and has received the Bert King Award from the Harvard Business School African American Alumni Association, the 2005 Women’s Professional Achievement Award from Harvard University, the Pierre Toussaint Medallion from the Office of Black Ministry of the Archdiocese of New York, the Women of Power Award given by the National Urban League, the Women of Influence Award from The Links, Incorporated and many other awards. In her other life, Carla is a singer who has sold out concerts at Carnegie Hall and the Apollo Theatre, and released 4 Gospel CDs: “O This is Christmas” (2021) “Unceasing Praise” (2011), “Joy Is Waiting” (2005), and her first CD entitled, “Carla’s First Christmas” (2000), was a bestseller on in New York and was featured on the CBS Evening News with Dan Rather in his “American Dream” segment. She is also an internationally renowned public speaker and the author of the books, Strategize to Win (2014), Expect to Win (2009) (Hudson Press) and of Lead To Win (2022).


Carolyn M. CallahanPresidential Scholar, Tuesday, August 8, 2023, 8:30 am–9:45 am
Accounting Scholars: Spark Innovation Now and Ignite Change

Carolyn M. Callahan is the Brown-Forman College of Business Endowed Chair and School of Accountancy Professor at the University of Louisville, where she previously served as Dean of the College of Business and Associate Provost. She started her career at the University of Massachusetts (Amherst), and also served on the faculty at the University of Notre Dame and University of Arkansas Walton College of Business, where she led the accounting doctoral program.  As a former Faculty Fellow at Financial Accounting Standards Board (FASB), she was appointed to Financial Accounting Standards Advisory Council (FASAC) in 2008.  In 2009, she joined the University of Memphis as the School of Accountancy Director and was appointed the KPMG Distinguished Professor of Accounting. Selected as a KPMG Research Fellow early in her career, Carolyn’s research focuses on accounting information transmission and frictions in the capital and product markets. She has published in leading academic journals such as The Accounting Review, Journal of Accounting Research, Contemporary Accounting Research and Accounting Horizons, among others. She has also published practitioner articles directed at financial disclosure challenges in regulated industries. Her published practice research has been presented before the Securities and Exchange (SEC) oversight committees. Her contributions to academic and professional organizations include service as Vice President of the American Accounting Association (AAA) as well as election to officer positions and appointment to many of its committees.  Callahan is a founding academic member of The PhD Project and was inducted into The PhD Project Hall of Fame established in 2011 to acknowledge individuals for their outstanding work as mentors and educators. She earned her bachelor’s degree from Ohio Northern University and a master’s of accountancy degree from Bowling Green State University, Ohio.  Callahan holds a doctoral degree with dual emphasis (accounting and finance) from Michigan State University, East Lansing. Having served on the editorial board of The Accounting Review for over fifteen years, she is currently an editor for Accounting Horizons.

Dr. Thomas J. LopezPresidential Scholar, Tuesday, August 8, 2023, 8:30 am–9:45 am
Diversifying the Academy: Progress and Challenges

Dr. Thomas J. Lopez is a Professor and the Ross-Culverhouse Endowed Chair of Accountancy at the University of Alabama. He earned a Ph.D. in Accounting from Arizona State University, Masters in Taxation from California State University (Hayward) and B.S. in Accounting from Florida International University. He was previously a member of the faculty at the University of South Carolina, Georgia State University and Texas A&M University. His research interests are primarily in the areas of non-recurring items, executive compensation and various aspects of analysts’ forecasts. His research is published in a variety of journals including the Journal of Accounting Research, Journal of Accounting and Economics, The Accounting Review, Review of Accounting Studies, the Journal of Business Finance & Accounting, the Journal of Accounting and Public Policy, Accounting Horizons, and the Journal of the American Taxation Association. He previously served on the editorial board of The Accounting Review. Lopez has been affiliated with the PhD Project in various capacities since he spoke at their first conference in December 1994. He was inducted into the PhD Project Hall of Fame in 2012.


Siri LindleyLuncheon Speaker, Tuesday, August 8, 2023, 12:00 noon–1:45 pm
Thriving and Growing Through Challenges

Siri Lindley, World Champion Triathlete, High-Performance Coach and One of Tony Robbins’ Favorite Motivational Speakers

“It’s never too late to live the life you always dreamed.”  – Siri Lindley

Siri Lindley barely knew how to swim when she began the training regimen that would lead her to conquer prestigious triathlons such as the ITU World Championships. Today, as the world’s former #1 ranked triathlete, an in-demand coach, one of Tony Robbins favorite motivational speakers, and cancer survivor, Siri has made it her business to change lives for the better.

Siri shares fear-shattering strategies for changing the thoughts, habits, and behaviors that hold people and organizations back. With an infectious and authentic passion, she empowers audiences to strive for peak performance, work through and ultimately conquer the demons of fear and self-doubt.

Siri failed early and often before she found her formula for success and shares the story of how her early insecurities caused and controlled much of that failure. At the age of 23, she was disowned by her father after coming out as gay and blamed him for everything bad that went on in her life. She also suffered from chronic performance anxiety that sabotaged her early competitions until she met an eccentric coach who helped transform her into a world champion. In turn, she now coaches many of the world’s top athletes, helping them heighten their performance.

During her pro career, Siri dominated the International Triathlon Union World Rankings; she was the 2001 ITU World Champion, won 13 World Cup races including the World Cup Series in 2001 and 2002, when she was the number one ranked triathlete in the world. As a coach she has mentored and trained numerous #1 ranked triathletes to achieving Olympic medals and World Championship crowns distances.

But performance anxiety, nagging self-doubt and obsessive-compulsive disorder have not been Siri’s only challenges. In late 2019, Siri faced her most difficult battle yet when she was diagnosed with Acute Myeloid Leukemia. Given less than a 10% chance of survival at the time of her diagnosis, she was fortunate to become eligible for a new treatment and was pronounced cancer-free by her doctors in May of 2020.

Today Siri helps teams win by living fearlessly, developing the critical traits needed for authentic leadership and building business team mindsets for resilience and success. She establishes a remarkable connection with every audience member and gets to the heart of habits and rituals that drive high performance.

In her book, Surfacing: From the Depths of Self-Doubt to Winning Big and Living Fearlessly, Siri offers an breathtakingly honest and bold account of her journey to self-belief and self-discovery and unlocking the champion within. Siri’s second book, Finding a Way: Taking the Impossible and Making it Possible (2023), provides readers with the tools needed to overcome their struggles and achieve the life they want to live.

Trailer for her new documentary, “Tri/Me: The Siri Lindley Story” -

Book (6/20 release), “Finding a Way: Taking the Impossible and Making It Possible.”



Mark H. TaylorPlenary Speaker, Wednesday, August 9, 2023, 8:30 am–9:45 am
Revolutionizing Accounting Education: Rebuilding the Pipeline

Mark H. Taylor holds the Dan and Tina Johnson Endowed Directorship in Accountancy in the Lynn Pippenger School of Accountancy in the Muma College of Business at the University of South Florida (USF). Prior to his appointment at USF, Mark was Andrew D. Braden Professor Accounting and Auditing and Chair of the Department of Accountancy at Case Western Reserve University, and previously held the John P. Begley Endowed Chair in Accounting at Creighton University.  Mark has also held appointments at the University of South Carolina and the University of Nebraska and a visiting appointment at BYU.  Mark earned his PhD from the University of Arizona and his MAcc and B.S. in Accountancy from BYU.   He teaches in the corporate governance and auditing and assurance services areas. 

Mark is the incoming President of the American Accounting Association.  He concluded service as Vice-President, Finance of the AAA in August 2020.  He previously served as the President of the AAA’s Auditing Section and has served on other AAA and AAA Auditing Section committees.  Mark received USF’s outstanding research achievement award in 2021, and the 2019 Educator of the Year Award from the Ohio Region of the AAA and the Ohio Society of CPAs, and in 2015 received the Business Information Professional of the Year—Education Award from the National Chapter of the Accounting Honorary Society Beta Alpha Psi.  In 2011, Mark received the 2011 Weatherhead School of Management Graduate Programs Teaching Excellence Award.

Mark has published widely addressing issues in accounting and auditing in leading academic and professional journals including The Accounting Review, Contemporary Accounting Research, Accounting Organizations & Society, Auditing:  A Journal of Practice and Theory, Accounting Horizons, Behavioral Research in Accounting, The International Journal of Accounting, The International Journal of Auditing, Journal of Forensic Accounting, and Journal of Accountancy, among others.  Professor Taylor is a member of two different teams of co-authors on two research projects previously sponsored by the Center for Audit Quality. 

Mark has served a three-year term on the AICPA’s Auditing Standards Board and fulfilled a one-year term as an Academic Fellow in the Professional Practice Group of the Office of the Chief Accountant at the headquarters of the United States Securities and Exchange Commission in Washington D.C.  Mark is a member of the American Accounting Association, the AICPA, the FICPA, and is a licensed CPA.  Mark serves as independent trustee and audit committee chair on a number of investment company boards with over $20 billion in assets under management.  He is an avid cyclist and instrument-rated private pilot.