Preliminary Program
Harboring Innovation in AIS Education!

Tuesday, May 16, 2023



7:30 am - 7:55 am

Registration and Coffee – PwC Boston



7:55 am - 8:00 am

Welcome Address



8:00 am - 9:15 am

Opening Panel: How Technologies are Changing Our Work in the Professional Practice Areas
Information Technology - 1.5 CH

Instructors need updated descriptions of how technologies are changing professional accounting work in each of the practice areas. This panel of professionals will share how new and existing technologies are changing their work. In addition, they will explain what data, technology, and programming skills they are looking for in new hires. They will specifically address skills in tools such as Excel, PowerBI, Alteryx, Tableau/TableauPrep., RPA and process mining softwares such as Celonis, data structure, storage, and SQL, AI, blockchain, cybersecurity, textual analysis, programming (such as R and Python), etc. This session is designed to help instructors choose which skills and tools to include in their courses

Moderator: Margarita Lenk, Missouri State University

Panelists: Nicholas Nicoloudis, PwC
Twinkle Patel, Deloitte
Michela Ottati, Grant Thornton
Greg Hodlin, KPMG




9:25 am - 10:40 am

Teaching Session #1: AI and the Implications for Accounting Instruction
Information Technology - 1.5 CH

Artificial intelligence tools are opening up many new options for instruction and students learning, including assessment of students work. The challenges and opportunities offered by these new tools and automated grading are discussed in this session.

Presenters: David Wood, Brigham Young University
Tim Persons, PwC



10:40 am - 10:50 am




10:50 am - 12:05 pm

Teaching Session #2: Cybersecurity and SOC reports
Information Technology – 1.5 CH

Cybersecurity is a critical issue for the accounting profession, and instructors struggle to know how much to cover and which learning activities to use. Cybersecurity facts and a cybersecurity case activity will be provided for your AIS courses as well as throughout your accounting curriculum. Learn how to prepare your students for the various Systems and Organization Controls (SOC) reports. CPA-relevant class content and a case activity are provided.

Presenters: Diane Janvrin, Iowa State University
Edward Tello, Monash University
Nate Adler, EY



12:05 pm – 12:55 pm

Lunch Buffet



12:55 pm - 2:10 pm

Teaching Session #3: Process Automation and Mining
Information Technology – 1.5 CH

Process automation and mining is naturally positioned at the intersection of accounting systems, data, and controls. In this session, we will present an overview of process automation and mining, providing course content, an assignment, and a case that instructors can use to integrate process automation and mining into accounting curriculum.

Presenters: Lorraine Lee, University of North Carolina – Wilmington
David Wood, Brigham Young University
Damaris Fynn, EY



2:10 pm - 3:25 pm

Teaching Session #4: AI and Machine Learning in the Classroom
Information Technology – 1.5 CH

Accounting instructors often assume that AI and machine learning are too difficult of topics to include in their courses, however, new tools and applications change this assumption and experience for instructors.

Presenter: Mauricio Codesso, Northeastern University 
Pete Irwin, KPMG



3:25 pm - 3:35 pm




3:35 pm - 4:50 pm

Teaching Session #5: AIS and ESG
Accounting – 1.5 CH

As investors, creditors, and consumers alike are aligning their choices to be more in line with their sustainability values, the demand for ESG data, ESG standards, and ESG reporting verification are increasing. Course content and a case will be provided.

Presenters: Brigitte Muehlmann, Babson College
Kerri-Ann Sanderson, Bentley University
Kevin O'Connell, PwC



5:00 pm - 6:30 pm

Networking Reception



Wednesday, May 17, 2023



7:15 am - 7:45 am

Registration and Coffee



7:45 am - 9:00 am

What We Wish We Had Learned in Our Accounting Programs
Accounting – 1.5 CH

While digital acumen and technical skills are essential for emerging accountants to add value in their judgments and communications, these early career professionals in a variety of professional practice areas will explain the accompanying skills which are needed to make the use of these new technologies in accounting work add more value, more effectiveness, and more efficiency. Topics discussed include data skills, analysis project management skills, business and industry knowledge, critical thinking, creativity, teamwork, political science, negotiation, and relationship building skills.

Moderator: Margarita Lenk, Missouri State University

Presenters: Lauren Dusse, Grant Thornton
Dawn Pawlowski, Deloitte
Kaylee Crowell, KPMG



9:00 am – 10:15 am

Teaching Session #6: Digital Currencies and Blockchain Distributed Ledgers
Information Technology – 1.5 CH

What do our students need to know about digital currencies and Blockchain distributed ledgers? Where are the opportunities and the challenges for accountants? Cases such as Toyota, Visa, and BHP will be presented and discussed for classroom use.

Presenters: Brigitte Muehlmann, Babson College
Danh Pham, Grant Thornton
Larry Liermann, MMBA
John Masotti, MMBA




10:15 am – 10:25 am




10:25 am – 11:40 am

Teaching Session #7: Reuse and Recycle:  Alteryx in Data Input, Cleansing and Analysis 
Information Technology – 1.5 CH

Repurposing existing data analysis assignments is a method of incorporating new data analytics tools into the accounting classroom by enhancing existing accounting cases that have been previously implemented. In this session, we will present two cases that have been repurposed for use of Alteryx as related to data input, cleansing, and analysis:  1) an introductory case related to travel expenses;  and 2) a more comprehensive case based on purchase cards.  We will present how to use both cases in the classroom, as well as review the instructor materials for solving the cases with Alteryx.  In addition, we will present general guidelines on how to repurpose existing cases with newer data analytics tools.  

Presenters:  Lorraine Lee, University of North Carolina Wilmington
Joy Gray, Bentley University 




11:40 am – 12:15 pm




12:15 pm – 1:30 pm

Teaching Session #8: Course and Program Revisioning
Accounting – 1.5 CH

The AICPA has published both new CPA exam blueprints as well as the new Model Curriculum areas. This session will tie the topics of this conference into these new professional models in order to help instructors perform successful course and curricular (re)design by understanding the certification impacts of their choices.

Presenters: Joy Gray, Bentley University
Kim Church, Missouri State University
Ellen Glazerman, EY





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.