Preliminary Program
*All times are in Eastern Daylight Time (EDT).
Thursday, June 3, 2021 |
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11:00 am - 12:05 pm EDT | Welcome Bette Kozlowski, KPMG Jennifer Riley, University of Nebraska Joy Gray, Bentley University Lessons from Practice #1: Pandemic Driven Practice and Training Changes Accounting - 1.0 CH Practitioners from core audit, tax, and advisory will discuss the impacts of the pandemic on practice. How have their daily work lives changed? Are there areas that will likely not go back to pre-pandemic practices? How have internships, onboarding, and continuing education training needs changed? Moderator: Diane Janvrin, Iowa State University Panelists: Brittany Deeter, Grant Thornton Christine Griffith, KPMG Adam Newland, PwC Lisa Nichols, Deloitte |
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12:15 pm – 1:05 pm EDT | Teaching Session #1: Basic Analytics with Alteryx Accounting - 1.0 CH Using SQL as a foundational technology, we will demonstrate how to students to Alteryx for basic data analysis. We will review some of the core functionality of Alteryx and relate that to traditional SQL data analysis. A set of core exercises will be available for attendees to use in their own classroom. Lorraine Lee, University of North Carolina Wilmington Margarita Lenk, Colorado State University Firm Speaker: Alissa Wuerfel, KPMG |
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1:05 pm – 1:25 pm EDT | Brunch Break |
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1:25 pm – 2:15 pm EDT | Teaching Session #2: Unstructured Data Challenges Accounting - 1.0 CH Learn how practitioners currently use unstructured data and how you, even with no previous background working with unstructured data, can introduce students to this area using freely available software. The case is designed as an introduction to unstructured data for auditing, accounting information systems, fraud examination, and financial statement analysis courses but can be used in any accounting course where the content of relevant documents is subject to examination. Diane Janvrin, Iowa State University Ingrid Fisher, University at Albany- SUNY Firm Speaker: Cesar Koirala, EY |
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2:25 pm – 3:15 pm EDT | Teaching Session #3: Customizing Analytics Cases for use in YOUR class Accounting - 1.0 CH Using a case from the EY Foundation’s Academic Resource Center, we show examples of how faculty members have customized the same case in different ways for two different classes, using some of today’s most popular disruptive technologies: Alteryx and Tableau. Tom Aleman, Wake Forest University Joy Gray, Bentley University |
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3:25 pm – 4:20 pm EDT | Lessons from Practice #2: Disruptive Technology Shaping the Future of the Accounting Profession: From Business Processes to Audit, Tax and Other Professional Services Accounting - 1.0 CH Panelists will discuss the impact emerging and disruptive technologies are having on the accounting profession from user, auditor and service provider perspectives including various technologies: artificial intelligence, machine learning, adaptive security, (robotic) process automation, mobility apps/phones/tablets, advanced cloud computing, virtualization, social apps, use of drones. Moderator: Ann O’Brien, University of Wisconsin - Madison Panelists: Kyle Baxter, Deloitte Ajay Kumar, Deloitte Kumwar Kwatra, EY Lauren Wetherald, Grant Thornton Brad Zastoupil, PwC |
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4:30 pm – 5:00 pm EDT | Mini Session: Subject Matter Expertise from Software Providers Accounting - 0.50 CH Using an elevator speech, representatives from software tool providers will discuss how to obtain their products and how to find experts to assist with product integration in your classroom. Moderator: Jennifer Riley, University of Nebraska Panelists: Kate Lovejoy, Celonis Kim Yohannan, Alteryx Microsoft, TBD |
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5:10 pm - 5:40 pm EDT | Happy Half-Hour Join our firm guests, presenters, and your fellow participants for a little after the sessions! |
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Friday, June 4, 2021 |
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11:00 am – 11:50 am EDT | Teaching Session #4: Robotic Process Automation (RPA): What, When, How, & Where Accounting - 1.0 CH Learn what RPA is and how to implement it in your courses. Usable class cases will be presented to make the transition to teaching RPA as easy as possible. Ann Dzuranin, Northern Illinois University David Wood, Brigham Young University Firm Speaker, Puneet Manchanda, KPMG |
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12:00 pm-12:50 pm EDT | Teaching Session #5: Drones for Audit Automation Accounting - 1.0 CH Drones have been integrated into the audit process. Learn how with CountThings software. Deniz Appelbaum – Montclair State University Firm Speaker, TBD |
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12:50 pm – 1:10 pm EDT | Brunch Break |
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1:10 pm – 2:00 pm EDT | Lessons from Practice #3: Impact of Distributed Ledger Technology Accounting - 1.0 CH Practitioners will emphasize distributed ledger technology and provide various perspectives for the discussion: tax implications of cryptocurrencies, audit of a client blockchain, consulting with clients on use cases for implementation. Moderator, Lorraine Lee – University of North Carolina Wilmington Panelists: Brian Mistler, EY Patrick O'Kain, KPMG Jarick Poulson, Deloitte Markus Veith, Grant Thornton |
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2:10pm – 3:00pm EDT | Teaching Session #6: Introducing AI Modeling Concepts to Students: Logic Programming Versus Neural Networks Accounting - 1.0 CH Introduction of modeling concepts in AI, comparing and contrasting Logic Programming using the SWI Prolog Editor to highlight Prolog’s use of resolution to address financial accounting assertions and Neural Networks using Palisade’s NeuralTools showcasing its use in classification problems for bankruptcy predictions. Robert Nehmer, Oakland University Firm Speaker, Ricardo Neves, KPMG |
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3:10 pm – 4:00 pm EDT | Lessons from Practice #4: New hire panel - What I Wish I’d Known Accounting - 1.0 CH New hire panelists will discuss what technologies and tech-related skills they felt prepared to use and which technologies and skills they had to learn on-the-job, sharing their wish lists for educators at the conference! Their experiences range from learning what real Excel proficiency means to advanced analytics and coding skills. Moderator: Margarita Lenk, Colorado State University Panelists: Dania Abul-Erin, KPMG Jon Hunt, Deloitte Meg Jarratt, Grant Thornton Anna Mongeon, PwC |
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4:10 pm – 5:00 pm EDT | Teaching Session #7: Process Mining: Do firms Do What They Think They Do? Accounting - 1.0 CH Come learn about the capabilities and limitations of process mining and get hands-on experience performing process mining on sample data using Celonis software. Kim Church, Missouri State University Cheryl Dunn, Grand Valley State University Pamela Schmidt, Washburn University Firm Speaker: Brian Finkel, Deloitte |
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 Internet Based
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: www.nasbaregistry.org
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