The 37th Annual American Taxation Association (ATA) Midyear Meeting

February 20 – 22, 2025

Dallas, TX

Teaching and Curriculum Conference Preliminary Schedule

February 20, 2025

8:15 am Welcome
8:30 am-9:30 am Panel: Training New Tax Associates To Use AI and Increase Their Efficiency
Information Technology - 1.2 CH

Moderator: Kris Rosacker
RJ Littleton, Partner, Deloitte
Mark Drenka, Senior Manager, Grant Thornton
Ivan Roussev, Senior Manager, EY
Matt Beachy, Director, PwC
Patrick Incitti, Senior Manager, KPMG
9:35 am-10:35 am

The CPA Competency-Based Experience Pathway Framework and the Technical Tax Competency
Personal Development - 1.2 CH

Jan Taylor, AICPA

10:40 am-10:50 am Break
11:00 am–12:00 pm Upskilling New and Not-So-New Associates
Personal Development - 1.2 CH

Moderator: Julie Ward
Mark Drenka, Senior Manager, Grant Thornton
Billy Strain, Partner, Deloitte
Kathryn Stevens, Director PwC
Patrick Incitti, Senior Manager, KPMG
12:00 pm – 12:45 pm Lunch
1:00 pm- 1:45 pm Teaching Projects
Taxes - 1.0 CH

Moderator: JaLynn Thomas

Revolutionizing Tax Education with AI: Using GPT-4o for Dynamic Simulations in Self-Employment and S Corporations: Tony Lin, Ernest Ehling, Richard Marmon

Leveraging AI-Generated Collateral in the Tax Classroom Enhancing the Griswold Family Tax Project:  JT Eagan 

 
1:45 pm-2:45 pm

TCJA Sunsets and Election Impacts
Taxes - 1.2 CH

Moderator: Alan Stancill
Aaron Borden, Principal, Grant Thornton Advisors, LLC 
Alex Brousseau, Senior Manager- Tax Policy, Deloitte
Brian Demeter, Partner, PWC

2:45 pm –3:00 pm Break
3:00 pm – 4:00pm Panel: CPA Licensing Changes for Small, Medium and Large Schools: Curriculum and Master’s Program Impacts
Personal Development - 1.2 CH

Moderator: JaLynn Thomas
Dr. Barry Bryan, University of Arkansas
Dr. Susan Jurney, Abilene Christian University
Dr. Bill Black, University of North Georgia
Troy Lewis, Brigham Young University
4:00 pm -5:00 pm Round Table Presentations Teaching Tips
Taxes - 1.2 CH

Tips for Incorporating Practice into Your Tax Class
Gregory Carnes, University of North Alabama
Suzanne Youngberg, Northern Illinois University

Developing Basic Analytical Tools to Assist Client Decision Making
Dr. James Hamill, Texas A&M University

Paper and Pencil are so Yesterday
Jane Livingstone, Western Carolina University

Global Tax Challenges: Optimizing SleepTight's Multinational Strategy
Dr. Ryan Polk, Clemson University
Karen Miller, University of Alabama