Women Who Count Schedule (Tentative & updating daily with session details! Keep checking back!)
10.22.24 – Tuesday
9:00am – 12:00pm-Foundation Board Meeting @Danner East Room
12:00pm – 1:00pm-Board Combined Lunch @Mitchelville Room
1:00pm – 4:00pm-AFWA National Board Meeting @Danner East Room
6:00pm – 8:00pm-President’s Reception @Mitchelville Room
10.23.24 – Wednesday
8:00am – 5:00pm-Registration Open @Advantage Foyer
9:00am – 10:30am-Membership Chair Meeting @Camellia Boardroom
9:00am – 10:30am-Chapter President’s Meeting @Heyward
10:45am – 12:00pm-
- Session #1 (1CPE) – Chapter Round Tables – All Members Welcome @Heyward
11:00am – 12:00pm–First time Attendee Orientation @Ocean’s Bar
1:00pm – 1:50pm-CPE Session (1CPE)
- Session #2 (Track 1 – Technical) @Archer East – Time is running out! Estate plan before 2026! with Shelby Follis
- Session #3 (Track 2 – Industry) @Archer West – Unlocking Efficiency: Mastering Excel Power Queries for Data Management with Sheila Volek
- Session #4 (Track 3 – Professional Development) Employment Law Update @Danner West – TBD
2:00pm – 2:50pm-CPE Session (1CPE)
- Session #5 (Track 1 – Technical) @Archer East – Audit Standards Updates with TBD
- Session #6 (Track 2 – Industry) @Archer West – Assisting Small Businesses with SBA Financing with Jerri Loveland
- Session #7 (Track 3 – Professional Development) @Danner West – The Multigenerational Workforce Today: What Workers Want and What it Means for Employers, Kara Finch with Robert Half
3:00pm – 3:50pm –CPE Session (1CPE)
- Session #8 (Track 1 – Technical) @Archer East – 6 Proven Tips for Enhancing Small Business Accounting Success with QuickBooks Online with Tina McGill
- Session #9 (Track 2 – Industry) @Archer West – Accounting for Everything with Nonprofits with Heather Lalor
- Session #10 (Track 3 – Professional Development) @Danner West – Counting on your Insurance with Caitlin Saenz
4:00pm – 6:00pm-Exhibitor Setup
4:30pm – 6:00pm-Annual Business Meeting @Barnville/Calibogue
6:00pm – 7:00pm-Welcome Reception with Exhibitors @Savannah Foyer
7:00pm – 8:00pm-Chapter Leader Reception @Mitchelville (By invitation only)
10.24.24 – Thursday
7:00am – 4:00pm-Registration Opens @Advantage Foyer
7:00am – 4:00pm-Exhibitor & Silent Auction @Danner/Savannah Foyer
7:15am – 9:00am-Continental Breakfast @Savannah Foyer
7:30am – 6:30pm (TBD) –Foundation Silent Auction Open @Savannah Foyer
7:30am – 8:20am–
- Session #11 – Early Bird Keynote (1CPE) @Danner West – Stop Saying Yes to Everything and Start Asking for What You Want! with Amy Yip
8:30am – 10:15am-Doors Open for Opening Session (1CPE) @Barnwell/Calibogue
- Session #12 – EVERYONE IS WELCOME! It’s time to welcome everyone to the conference! Arrive on time! Don’t miss the entertainment and education!
10:30am – 11:20am-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #13 (Track 1 – Technical) @Archer East – Nonprofit Financials: Building Blocks for Better Transparency with Dena Martin
- Session #14 (Track 2 – Industry) @Danner East – Harnessing AI to Revolutionize Accounting Practices with Jay McLaughlin / Tarek Salem
- Session #15 (Track 3 – Professional) @Danner West – Own Your Worth: Mastering Value Pricing for Women Firm Owners with Loren Fogelman
11:30am – 12:30pm-Lunch with the Exhibitors @Savannah Foyer
12:30pm – 2:10pm-EDUCATIONAL SESSIONS (3 Tracks) (2CPE)
- Session #16 (Track 1 – Technical) @Archer East – Multi-State / Sales Tax Updates with Monika Miles & Kay Gotshall
- Session #17 (Track 2 – Industry) @Danner East – Protecting Yourself in the Digital Age with Olivia Brinker and Brian Bohn
- Session #18 (Track 3 – Professional) @Danner West – Transitioning from Employee to Entrepreneur: Building a Strong Foundation for Your Accounting Firm with Sharrin Fuller
2:10pm – 2:30pm – Visit Exhibitors @Savannah Foyer
2:30pm – 4:10pm-EDUCATIONAL SESSIONS (3 Tracks) (2CPE)
- Session #19 (Audit) – Greg Kyte – Keynote (Sponsored) @Barnwell/Calibogue – Fraud! Forensic Accounting!
5:30pm – Registration & Cocktails are open for the Signature Event
6:00pm – Signature Event & Awards @Grand Ocean Terrace
8:30pm – After Party @Grand Ocean Terrace & Deck
10.25.24 – Friday
7:30am – 9:00am-Continental Breakfast @Savannah Foyer
7:30am – 5:00pm-Registration Opens @Advantage Foyer
7:30am – 5:00pm-Exhibit Area Opens @Savannah Foyer
8:00am – 5:00pm-Foundation Silent Auction @Archer West
8:00am – 8:50am–Early Morning Session (Sponsored) (1CPE) @Barnwell/Calibogue
- Session #20 (Communication/Marketing) – Embrace You: The Power of Authenticity & Courageous Communication with Jessica McClain
9:00am – 9:50am-Panel Session (Sponsored) (1CPE) @Barnwell/Calibogue
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Session #21 (Track 1 – Technical) @Archer East – Non-Profit Panel Discussion
10:00am – 10:50am-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #22 (Track 1 – Technical) @Archer East – Technology in Audit with Eve Rogers
- Session #23 (Track 2 – Industry) @Danner East – 5 Steps to Process Optimization with Heather Satterley
- Session #24 (Track 3 – Professional) @Danner West – The Power of Individuality: Reinventing Workplace Wellness Benefits to Negotiate a Culture of Wellbeing Financial Statement Analysis with Diane O’Connell
11:00am – 11:50am-EDUCATIONAL SESSIONS (3 Tracks) (1CPE) @Barnwell/Calibogue
- Session #25 (Track 1 – Technical) – @Archer East – Financial Statements Analysis, Jennifer Hilber
- Session #26 (Track 2 – Industry)- @Danner East – Wealth for Women: Strategies to Overcome Retirement Savings Gaps with Rebecca LeMunyon
- Session #27 (Track 3 – Professional) –MOVE Project / DEI Session – @Danner West – No-Nonsense Strategies for Navigating DEI Skepticism with Bonnie Ruszczyk
12:00pm – 1:00pm – Past National President’s & National Foundation Chairs Luncheon (Sponsored) @Jasmine/Hibiscus (By invitation only!)
12:00pm – 2:00pm-Lunch with the Exhibitors @Savannah Foyer
1:00pm – 2:00 pm-Vendor Dessert Sponsor Party (Sponsored) @Savannah Foyer
2:00pm – 2:50pm-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #28 (Track 1 – Technical) @Archer East – Data Analytics & Accounting
- Session #29 (Track 2 – Industry) @Danner East – Efficient Finance 101: Understanding and Implementing AI in AP with Natasha Brown
- Session #30 (Track 3 – Professional) @Danner West – Crafting Your Personal Brand to Elevate Your Career in Accounting with Alison Ball
3:00pm – 3:50pm-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #31 (Track 1 – Technical) @Archer East – IRS Hot Topics with IRS agent
- Session #32 (Track 2 – Industry) @Danner East – Better Business Budgeting: A practical approach to the budget creation process with Melissa Sager
- Session #33 (Track 3 – Professional) @Danner West – Beyond the Numbers: Success Strategies for Female Finance Leaders with Tara Whitney
4:00pm – 5:45pm-Closing Keynote (Sponsored) (2CPE) @Barnwell/Calibogue
5:45pm – 6:30pm-Exhibitor Gathering @Danner
7:00pm – Beach Party @Ocean Front Deck/Back up is Grand Ocean Terrace
10.26.24 – Saturday
CAREER DAY TAILGATE – SPONSORED BY NC STATE UNIVERSITY @Grand Ocean Terrace
8:00am Registration Opens
8:00am – 9:00am Coffee Bar & Continental Breakfast
8:30am – 9:00am Opening Keynote Speaker, Christina Lewellen, CPA, Ph.D, Associate Professor of Accounting, NC State University
SESSION TITLE: Goals and strategy for a fulfilling career
This session will focus on strategy and goal setting for a successful and fulfilling career. Topics will include aligning your career goals with your personal and life goals, asking yourself “why” when setting goals, and navigating challenges that may threaten one’s goals.
Speaker Bio
Christina is an Associate Professor in the Poole College of Management at NC State University. Her research, which primarily focuses on corporate taxation and financial reporting issues related to taxation, has been published in a number of premier accounting and business journals. She teaches Introduction to Income Taxation at the undergraduate level and Taxes and Business Strategy to Master of Accounting and MBA students. Her teaching has received recognition through teaching awards at the College and University levels. Prior to becoming a professor, she spent five years in public accounting, primarily focusing on tax compliance and strategy for individuals and small businesses. She also enjoys and devotes time to mentoring students and young business professionals. In her spare time, she enjoys spending time with her husband and two and four-year-old little girls, yoga, and being outdoors.
9:00am – 10:00am Panel Discussion: Beyond the Degree: Charting Diverse Career Paths in Business and Accounting
Join us for an enlightening panel discussion where seasoned professionals from various sectors—including public accounting, entrepreneurship, government, and the private sector—share their career trajectories and insights. Learn how they’ve leveraged their business and accounting degrees in unique and fulfilling ways, aligned their personal passions with professional endeavors, and navigated the challenges and opportunities of their respective fields. This session is designed to inspire recent graduates and those contemplating their career paths, providing valuable advice on skills development and strategic career planning.
MODERATOR – Melissa Sager, Biz Brainery, LLC
SPEAKER – Kathy Healy, MBA, CFP, Healy Wealth Management
SPEAKER – Monika Miles, Miles Consulting Group
SPEAKER – Kelsey Rosback, SHR Consulting, LLC
10:00am – 11:30am Career Table Talks – YOU DECIDE YOUR PATH!
Table 1 – Spend Time [IN] Business While You’re Still [IN] School, With Dr. Anna Stumpf, Enhance your LinkedIn profile and networking skills with weekly steps tailored for students, making professional connections easier.
Table 2 – Dress for Success: Elevate Your Professional Style! With Chelsea Sowers and Tyrah Sexton, Discover the secrets to professional attire that makes a lasting impression. Get tips on how to dress to impress and boost your confidence!
Table 3 – Interview Questions / Mock Interview (Be mindful of industries public, private, government, etc.) With Robert Half and Michelle Sullivan
Table 4 – Resume / Cover Letter (Be mindful of industries public, private, government, etc.) With Robert Half, and Doreen Rizopoulos
Table 5 – How to search for internships?
Table 6 – Kickstart Your Career with AFWA’s Mentorship Magic, Join the AFWA mentoring journey to unlock exclusive insights, form inspiring connections, and accelerate your career in finance and accounting
Table 7 – Taking Ownership of Your Career Path, Learn strategies for building your roadmap to success and tips for navigating obstacles and detours in your career journey, such as: ramping up in a new role quickly; managing up; when/how to exit, and overall professional conduct. Ultimately, your success depends on YOU!
Table 8 – Personal Finance / Life at College With Quinn Evans Architects
Table 9 – Unlock Your Day: Time Hacks for Success
Table 10 – Entrepreneurship? Is it an option? With Sharrin Fuller
Table 11 – IRS Pathways: Fuel Your Career Journey with the Federal Government, Discover a wealth of internship and career development opportunities with the IRS Pathways Program for students and recent graduates across various fields.
Table 12 – Snap Your Success: Grab a Professional Headshot Here!
11:30am – 12pm Charting Your Course: From Insights to Actions
Energize your career and life plans with actionable steps that inspire enthusiasm and clear direction!
Closing Session Speakers:
CPE PROFESSIONAL EDUCATION
9:00am – 10:40am (2CPE) Ethics Session @Archer East
- Session #35 – Wendi Hall
11:00am – 11:50am (1CPE) @Danner/Elliott
- Session #36
22 CPE Available Conference – Breakdown
CPE Summary | Hours Offered |
Tax | 4 |
Audit | 4 |
Accounting | 4 |
Finance | 3 |
IT / Comp Sc | 3 |
Specialized Knowledge | 4 |
Business Mgt & Org | 5 |
Comm/Mktg | 2 |
Personal Development | 4 |
Economics | 0 |
Business Law | 2 |
Personnel / HR | 2 |
Ethics | 2 |
39 |