Women Who Count Schedule
Special rooms being held. Mother’s Room – Parris Room and Board Interview Room– St. Helena
22 CPE Available which does include Saturday sessions.
10.22.24 – Tuesday
9:00am – 12:00pm-Foundation Board Meeting @Danner East Room
12:00pm – 1:00pm-Joint Board Luncheon @Mitchelville Room
1:00pm – 4:00pm-AFWA National Board Meeting @Danner East Room
6:00pm – 7:00pm-President’s Reception @Mitchelville Room & Ocean Front Deck (Invitation Only Event)
10.23.24 – Wednesday
(4CPE)
8:00am – 5:00pm-Registration & Store Open @Advantage Foyer
9:00am – 10:30am-Membership Chair Meeting @Mitchelville
9:00am – 10:30am-Chapter President’s Meeting @Mitchelville
10:45am – 12:00pm-
- Session #1 (1CPE) – Chapter Round Tables – All Welcome @Mitchelville
11:00am – 12:00pm–First time Attendee Orientation @Jasmine/Hibiscus
12:00pm – 1:00pm – Lunch on your own today!
1:00pm – 1:50pm-CPE Session (1CPE)
- Session #2 (Track 1 – Technical) @Danner East – Time is running out! Estate plan before 2026! with Shelby Follis
- Session #3 (Track 2 – Industry) @Elliot/Drayton – Unlocking Efficiency: Mastering Excel Power Queries for Data Management with Sheila Volek
- Session #4 (Track 3 – Professional Development) @Danner West – Navigating Changing Regulations in Employment and Governance with Michelle Bomberger
2:00pm – 2:50pm-CPE Session (1CPE)
- Session #5 (Track 1 – Technical) @Danner East – – Audit Standards Updates with Chelsea Sowers and Stephany Stricklin
- Session #6 (Track 2 – Industry) @Elliot/Drayton – 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) @Danner East – 6 Proven Tips for Enhancing Small Business Accounting Success with QuickBooks Online with Tina McGill
- Session #9 (Track 2 – Industry) @Elliot/Drayton – 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 @Savannah Foyer
4:30pm – 6:00pm-Annual Business Meeting @Archer/Barnwell
6:00pm – 7:00pm-Welcome Reception with Exhibitors @Savannah Foyer
6:00pm – 7:00pm-Professional Headshots @Advantage Foyer
7:00pm – 8:00pm-Chapter Leader Reception @Mitchelville (By invitation only)
8:00pm – 9:00pm-GEM (Giving Every Month) Foundation Reception @Mitchelville Terrace (By invitation only)
10.24.24 – Thursday
(7CPE)
7:00am – 9:00am-Continental Breakfast @Savannah Foyer
7:00am – 4:00pm-Registration Opens @Advantage Foyer
7:00am – 4:00pm-Exhibitor & Silent Auction @Savannah Foyer & Calibogue
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
8:15am – 10:15am – Opening Session EVERYONE IS WELCOME! (1CPE) @Archer/Barnwell
8:15am – Doors Open and it’s time to welcome everyone to the conference! Arrive on time! Don’t miss the entertainment!
8:30am – Entertainment with Stardust Pixxies!
- Session #12 – Let’s welcome Dr. Joyce T. Joseph, FASB, New FASB Accounting Standards and Agenda Priorities!
10:30am – 11:20am-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #13 (Track 1 – Technical) @Danner East – Nonprofit Financials: Building Blocks for Better Transparency with Dena Martin
- Session #14 (Track 2 – Industry) @Elliott/Drayton– Harnessing AI to Revolutionize Accounting Practices with Jay McLaughlin
- Session #15 (Track 3 – Professional) @Danner West – Own Your Worth: Mastering Value Pricing for Women Firm Owners with Loren Fogelman
11:20am – 12:30pm-Lunch with the Exhibitors @Savannah Foyer
12:30pm – 2:10pm-EDUCATIONAL SESSIONS (3 Tracks) (2CPE)
- Session #16 (Track 1 – Technical) @Danner East — Multi-State / Sales Tax Updates with Monika Miles & Kay Gotshall
- Session #17 (Track 2 – Industry) @Elliott/Drayton – The Power of Alternative Investments: A Transforming World 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 SESSION (2CPE)
- Session #19 (Audit) – Greg Kyte – Keynote (Sponsored) @Archer/Barnwell – Fraud! Forensic Accounting!
5:00pm – Registration & Cocktails are open for the Signature Event @Grand Ocean Terrace
5:30pm – Signature Event & Awards @Grand Ocean Terrace
6:00pm – Opening Announcement @Grand Ocean Terrace
8:00pm – After Party @Grand Ocean Terrace & Deck
10.25.24 – Friday
(8CPE)
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
7:30am – 5:00pm-Foundation Silent Auction @Calibogue
8:00am – 8:50am–Early Morning Session (1CPE) @Archer/Barnwell
- Session #20 (Communication/Marketing) – Embrace You: The Power of Authenticity & Courageous Communication with Jessica McClain
9:00am – 9:50am-Panel Session (1CPE) @Archer/Barnwell
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Session #21 (Track 1 – Technical) – Non-Profit Panel Discussion, With Cindy Stanley, Jessica McClain, and Ting Song
10:00am – 10:50am-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #22 (Track 1 – Technical) – @Danner East Technology in Audit with Eve Rogers
- Session #23 (Track 2 – Industry) – @Elliott/Drayton 5 Steps to Process Optimization with Heather Satterley
- Session #24 (Track 3 – Professional) – @Danner West Break the Cycle: A Tactical Toolkit to End Workplace Bullying with Brittany Malidore
10:15am – 10:45am Mimosa Toast Exhibitor Gather @ Jamine/Hibiscus
11:00am – 11:50am-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #25 (Track 1 – Technical) – @Danner East – – Financial Statements Analysis with Samantha Hallburn
- Session #26 (Track 2 – Industry) – @Elliott/Drayton- Wealth for Women: Strategies to Overcome Retirement Savings Gaps with Kathy Healy
- Session #27 (Track 3 – Professional) – MOVE Project / DEI Session – @Danner West – How Private Equity is Changing Accounting & Career Paths – MOVE Research Results with Bonnie Ruszczyk
12:00pm – 2:00pm-Lunch with the Exhibitors @Savannah Foyer
12:00pm – 2:00pm–Professional Headshots @Advantage Foyer
1:00pm – 2:00 pm-Past National President’s & National Foundation Chairs Recognition & Vendor Dessert Sponsor Party (Sponsored) @Savannah Foyer
2:00pm – 2:50pm-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #28 (Track 1 – Technical) – @Danner East – How to Scale with a Remote Workforce? with Maanoj Shah
- Session #29 (Track 2 – Industry) – @Elliott/Drayton – Efficient Finance 101: Understanding and Implementing AI in AP with Natasha Brown
- Session #30 (Track 3 – Professional) – @Danner West – The Cost of Chasing Clients and How to End the Chaos with Judie McCarthy
3:00pm – 3:50pm-EDUCATIONAL SESSIONS (3 Tracks) (1CPE)
- Session #31 (Track 1 – Technical) – @Danner East – IRS Hot Topics with Evette Davis
- Session #32 (Track 2 – Industry) – @Elliott/Drayton – 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) @Archer/Barnwell
7:00pm – Beach Party for Everyone! Let’s celebrate the week! LIVE Entertainment! @Ocean Front Deck/Back up is Grand Ocean Terrace
October 26, Saturday
CPE PROFESSIONAL EDUCATION (3CPE)
9:00am – 10:40am (2CPE) Ethics Session @Danner East
11:00am – 11:50am (1CPE) @Danner West
- Session #36 – Much Needed Career Presentation!
- ALL NEW! I am an Ambivert, Being Introverted in an Extroverted World! LEARN MORE!
- SPEAKER: Alanna Abreu, Consulting Senior Manager, UHY Advisors, LLP
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 |
Career Day Tailgate – College/Young Professionals
Do you need help getting registered? Click here to learn how to register!
10.25.24 – Friday
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 @Archer/Barnwell
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
Click here for more details about speaker!
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 Lauren Fant-Pryor 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 Donna Staiano and Michelle Sullivan
Table 4 – Resume / Cover Letter How to tailor your Resume and Cover Letter to the position you are seeking? (Be mindful of industries public, private, government, etc.) With Doreen Rizopoulos, (Click here to see Doreen’s Q & A Interview with DiversityComm) and Nicole DeRosa, UWorld
Table 5 – How to search for internships? & IRS Pathways: Fuel Your Career Journey with the Federal Government with Twana Barber, IRS Liaison Discover a wealth of internship and career development opportunities with the IRS Pathways Program for students and recent graduates across various fields. Link: https://www.jobs.irs.gov/students
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. AFWA Leadership will help lead the way! Jennifer Leger, CPA, CFF, AFWA Board Member
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! Melissa Sager, Biz Brainery, LLC
Table 8 – Personal Finance / Life at College With Quinn Evans Architects, Melody King Learn about budgeting for your future as you move from college to professional life.
Table 9 – Unlock Your Day: Time Hacks for Success with Brittany Malidore, Ledgerly Consulting Discover how to crush your goals with SMART strategies, find your peak productivity times, and learn the secrets to balancing work
Table 10 – Be Your Own Boss: The Entrepreneurial Journey, With Sharrin Fuller, Glass Wallet Ventures Discover how to achieve success outside of the traditional career path from a successful serial entrepreneur. Explore the opportunities available for starting your own business, understand the common challenges faced by entrepreneurs, and find out where to learn the skills needed to overcome these obstacles.
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: AFWA Leaders
Cindy Stanley, CAE, Executive Director
Stephanie Sommers – AFWA National Board President & Sara Page – AFWA Foundation Board President
Tyrah Sexton, Bridgette Donahue – AFWA Board Members
Eleanor Siverts-Ackerman – Mentor Mentee Program Developer