7:30 – 8:00 On-Site Registration and Continental Breakfast
8:00 – 8:05 Welcome — Tanya Luther, Central Arizona Project, Committee Chair
8:05 – 9:05 Accounting & Assurance Innovation: Blockchain & Robotic Process Automation
Kacee Johnson, CPA.com
This session will present a brief overview of the history, function and benefits of blockchain technology. We will then explore the current state of blockchain technology, practical application and how this innovation may impact the development and function of the accounting profession. Finally, we will identify some of the new ways that accounting firms will be building advisory services around the emerging trend.
9:05 – 9:10 Stretch Break
9:10 – 10:25 Lease Update With In-Depth Case Studies (FASB/GASB)
Robert Dunn, RSM US LLP
Hear an overview of ASC 842, introduction of the right-of-use model and comparison of key changes from legacy GAAP. The discussion will revolve around determination of lease liabilities and the classification and accounting of leases by both lessees and lessors. Learn key considerations around transition and implementation of the new standard.
10:25 – 10:40 Networking Break
10:40 – 11:40 Impact of Accounting for Changes in U.S. Tax Reform
Richard Magrogan, ATLAS CPAs & Advisors PLLC
11:40– 12:35 Lunch
12:35 – 1:35 Working Better Together: The Dynamics of Diversity – (panel)
Mike Allen, REDW LLC
Jessica Iennarella, HSNO Accountants, P.C.
Kate Franklin, Tull, Forsberg & Olson, PLC
Learn what it takes to build trust and collaboration in your organization from this multi-generational panel. Hear success stories in leadership development, employee retention, team-building and how technology plays a role in working better together. Bring your questions and challenges to this engaging discussion.
1:35 – 1:50 Networking Break
1:50 – 2:50 New Cyber Threats in 2019
Mike Ajamie, Central Arizona Project
Hear from someone who has 30 years of experience in government, pharma, finance, aerospace and defense, whose responsibilities include cybersecurity. Learn how to protect yourself, your money and your family.
2:50 – 3:15 AZ State Board of Accountancy – Peer Review
Julie Klewer, Ludwig Klewer & Rudner PLLC
Get an overview of the Arizona State Board of Accountancy and an update on recent developments on peer review presented by the current president of the Arizona State Board of Accountancy.
3:15 – 3:20 Stretch Break
3:20 – 4:20 Report to the Nation: CFE Fraud Study
David Wall, CLA (CliftonLarsonAllen)
Learn about the largest global study on occupational fraud with details on the costs, schemes, victims and perpetrators.An introduction to our understanding of occupational fraud, examining statistical data on perpetrators and categories of fraudulent behavior gathered from the 2018 “Report to the Nations on Occupational Fraud & Abuse” published by the Association of Certified Fraud Examiners, as well as the 2017 “Hiscox Embezzlement Study, a Report on White Collar Crime in America.”
Manuals will be furnished electronically only. We encourage laptops and readers at the conference.
David Wall, JD, CPA, CFE
Principal Phone 213.550.5422
Los Angeles, California David.Wall@CLAconnect.com
David Wall is a principal with CliftonLarsonAllen LLP, a national public accounting firm, where he serves in the forensics practice. Mr. Wall has over 25 years of experience in litigation in southern California, devoted exclusively to financial investigations and litigation forensics.
Mr. Wall has significant experience in all phases of litigation, serving as a financial investigator, litigation consultant, and testifying expert. His engagements have concerned financial disputes involving white-collar fraud,
conversion and embezzlement, shareholder and partnership disputes, purchase and sale disputes, breach of contract and fiduciary duty, unfair competition, fraudulent transfer, alter-ego and vicarious liability, and economic damages analysis, in both civil and criminal actions.
• Certified Public Accountant
• Attorney at Law
• Certified Fraud Examiner
• Licensed Private Investigator
• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Los Angeles County Bar Association
• Riverside County Bar Association
• Association of Certified Fraud Examiners-Inland Empire Chapter (President)
• Association of Certified Fraud Examiners-Los Angeles Chapter (Past President)
Mr. Wall currently serves as an instructor at California State Polytechnic University, Pomona, teaching a masters-level course in forensic accounting. Mr. Wall previously taught a masters-level course in fraud examination at Loyola Marymount University in Los Angeles, and also taught undergraduate financial accounting at University of California, Riverside, and Fullerton College.
Mr. Wall is a four-time presenter to the International Conference of the Association of Certified Fraud Examiners, as well as national conferences of the American Institute of Certified Public Accountants, Institute of Internal Auditors, National Association of Certified Valuators and Analysts, and the Commercial Law League of America. Additionally Mr. Wall has given over fifty technical presentations to local professional organizations including the California Society of CPAs, Institute of Management Accountants, Association of Government Accountants, Los Angeles County Bar Association, American Society for Industrial Security, and California Society of Municipal Finance Officers.
Kacee Johnson, MBA
Strategic Advisor – CPA.com
With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally.
As the Founder of Blue Ocean Principles, a company that assists vendors in strategic market penetration to the accounting profession, Kacee works with both enterprise and start-up tech companies to help them better understand the accounting space, create pragmatic strategies for growth initiatives, and foster community engagement.
In 2018 Kacee joined the CPA.com team (an AICPA corporation) as Strategic Advisor to the Executive team where she works collaboratively with the vendor and thought-leader community. She also helps to develop thought leadership content for mass distribution, and organizes key high-level events for C-suite leaders.
Kacee has been awarded the CPA Practice Advisor Magazines Top 40 Under 40 award since 2012 with designation under the Top 20 Under 40 Superstar Professionals in 2016 and 2017. She has been a member of the distinguished Top 25 Thought Leaders Symposium group since 2017, and is listed among the Most Powerful Women in Accounting.
Kacee is a member of the Information Technology Alliance (ITA) and the American Marketing Association (AMA). She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.
Allen, Michael T.
Mike Allen, CPA, MBA, is an audit and consulting principal in the Phoenix office of REDW LLC. With a long and successful career focused on strategic planning, organizational development, and financial and operations management, he works to support his clients success by the direct expansion of their business, their core activities and products, and by the proactive management of operations, and relationships.
Prior to joining REDW, Allen spent 15 years as COO, CFO and member of RAM Holdings, LLC. In the 1980s and 1990s, Allen was a partner and director of Erickson Allen PC, CPAs, a public accounting firm that he helped grow from a start-up operation to a multi-million dollar business, ranked as one of the largest in Albuquerque. Allen holds an MBA from Arizona State University and BBA from the University of Wisconsin - Whitewater.
Klewer, Julie S.
Julie S. Klewer, CPA, MBA, is the partner in charge of the audit and assurance practice with LUDWIG KLEWER & RUDNER CO PLLC in Tucson. She began her career with Coopers & Lybrand in 1988 and has worked in both national and local public accounting firms throughout her career. Her practice areas include a focus on assurance services with specific concentrations in nonprofit organizations, construction contractors and benefit plans. She has taught undergraduate courses in marketing and business administration, as well as graduate courses in accounting, at the University of Arizona. Klewer is also active in the community having served as chair of the 2006 Tucson Heart Ball benefiting the American Heart Association, and is a recent past chair of the ASCPA Board of Directors, and currently serves as President of the Arizona State Board of Accountancy.
Iennarella, Jessica R.
Jessica Iennarella is a Certified Public Accountant, Certified in Financial Forensics and a Certified Fraud Examiner with experience in calculating economic damages and investigating employee dishonesty in a variety of industries, both for insurance claims and in conjunction with litigation. The cases she has worked on have included analysis of financial condition, extra expenses, inventory losses, personal injury claims and lost profits. As a graduate of the AICPA’s 2016 Leadership Academy, she is passionate about developing a uniquely tailored career path, and helping others do the same.
Magrogan, Richard W.
CONFERENCE PLANNING COMMITTEE
Tanya M. Luther, CPA, Committee Chair - Central Arizona Project
Clark G. Goding, CPA - Regier Carr & Monroe LLP
Jessica R. Iennarella, CPA, CFF, CFE - HSNO Accountants, P.C.
Antoinette Keller, CPA - Johnson Goff & Company PLLC
Dennis V. Maschke, CPA - CliftonLarsonAllen LLP
Jim M. McHugh, CPA - CliftonLarsonAllen LLP
Joseph A. Sanders, CPA - Central Arizona Project
Lindsay L. Stevenson, CPA - 1st Financial Bank USA