Preliminary Program

Technology Revolution in the Time of CPA Evolution

Wednesday, June 15, 2022



7:30am - 7:55am

Registration and Coffee



7:55 am - 8:00 am




8:00 am - 9:30 am

Opening Panel: How Technology in Changing the Accounting Profession
Information Technology - 1.8 CH

Instructors struggle to understand which new technology skills they should be prioritizing for their students. This panel of professionals will share what technology agility they are looking for in new hires, such as Excel, PowerBI, data cleaning, RPA, process mining, SQL, visualization, AI, blockchain, cybersecurity, textual analysis, cloud computing, social media, and collaboration tools, among others.

Moderator: Margarita Lenk, Colorado State University 

Presenters: Nicole Oberst, Deloitte 
Josh Usem, PwC 
Jessica (Jess) Bequette, EY
Dane Paulsen, KPMG 



9:30 am - 10:20 am

Teaching Session #1: CPA Evolution Overview and Impact on AIS
Accounting - 1.0 CH

Hear from individuals directly involved with the CPA Evolution Initiative and on how these changes will impact your curriculum.

Presenter: Kim Church, Missouri State University 



10:20am - 10:30am




10:30am - 12:00pm

Teaching Session #2: Cybersecurity Cases & Exercises for Use in YOUR Class
Information Technology – 1.8 CH

Cybersecurity is a critical issue for the accounting profession. Usable cybersecurity cases will be presented to try in AIS courses and throughout your accounting curriculum. 

Presenters: Scott Boss, Bentley University
Rohit Dasgupta, EY
Vishal Tandon, Grant Thornton



12:00pm – 12:45pm

Lunch Buffet



12:45pm - 2:00pm

Demand for Digital Acumen Skills Discussion
Information Technology – 1.5 CH

Digital acumen is essential for emerging accountants to add value in their judgments and communications. Professionals will explain the digital acumen skills currently demanded by our profession across all practice areas, including data skills, agility in which technologies, project management skills, business and financial knowledge, critical thinking, and creativity.  
Moderator: Margarita Lenk, Colorado State University 

Presenters: Beth Mueller, Deloitte 
Josh Usem, PwC
Jessica (Jess) Bequette, EY
Sandra Lozano, KPMG
Eric Ruzalski, Grant Thornton



2:00pm - 3:30pm

Teaching Session #3: Specific Technology Agilities: Drones and Alteryx
Information Technology – 1.8 CH

Presenters: Deniz Appelbaum, Montclair State University 
Kathleen Bakarich, Hofstra University 
Ryan Lovell, PwC



3:30pm - 3:40pm




3:40pm - 5:10pm

Teaching Session #4: Critical Thinking
Accounting – 1.8 CH

Come learn about critical thinking and how to incorporate this in your classrooms. 

Presenters: Ann Dzuranin, Northern Illinois University
Margarita Lenk, Colorado State University 
Ryan Lovell, PwC



5:15pm - 7:00pm

Networking Reception



Thursday, June 16, 2022


7:15 am - 7:45 am

Registration and Coffee



7:45 am - 9:15am

Teaching Session #5: Systems and Organization Controls (SOC) Reports
Accounting – 1.8 CH

Learn how to prepare students for the world of preparing the various Systems and Organization Controls (SOC) reports. Usable class cases will be presented.

Presenters: Myles Stern, Wayne State University  
Tony DiLiberto, Deloitte 
Sam Garin, Grant Thornton



9:15am – 10:45am

Lessons from Academia #1: Signature Pedagogy Discussion
Accounting – 1.8 CH

Learn how to incorporate the latest technology into your classroom from the experts. 

Moderator: Diane Janvrin, Iowa State University

Presenters: Ann O’Brien, University of Wisconsin 
Cheryl Dunn, Grand Valley State University
Ann Dzuranin, Northern Illinois University



10:45am – 11:00am




11:00am – 12:30pm

Teaching Session #6: Technology Agility and Process Mining
Information Technology – 1.8 CH

Process mining has been positioned as the intersection of accounting systems, data, and controls. In this session, we will present an overview of process mining and demonstrate specific assignments and cases that can be used to integrate process mining into accounting curriculum.  

Presenters: Lorraine Lee, University of North Carolina-Wilmington 
Cheryl Dunn, Grand Valley State University 
Elsa Welshofer, Celonis



12:30pm – 1:00pm

Working lunch/debriefing session (lunch provided)



Note: The CPE Fields of Study curriculum is divided into twenty subject matter areas. These fields represent the primary knowledge and skill areas needed by accounting licensees to perform professional services in all fields of employment. Each Credit Hour is based on 50 minutes. The Program Level for each of these sessions is Basic, unless otherwise stated. Delivery Method: Group Live

American Accounting Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

To register for this course, visit the Web site and register online or contact (941)-921-7747. For more information regarding refund, complaint and program cancellation policies, please contact our offices at (941)-921-7747