Virginia Accounting & Auditing Conference Sep 2019 Falls Church

Kimberly Ellison-Taylor , CPA, CGMA, has a lengthy history of volunteering for the profession, including serving as a member of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors where she served as a member of the Audit and Finance committees. She also worked with the Benevolent Fund and has served as a Council representative. Kimberly is a past chair of the Maryland Association of CPAs, and has served on many of its committees including the New Young Professional Network and Tomorrow's CPA. Lisa Germano , CPA, CGMA, J.D., is president and general counsel of Actuarial Benefits & Design Company (AB&DC), an organization that assists business owners and key executives to establish and monitor retirement income goals, maintain retirement plan compliance, satisfy reporting and disclosure to government agencies and assist with internal controls and plan governance. Lisa is a member of the Virginia Bar and is licensed as a CPA by the Commonwealth of Virginia. She is a principal in the law firm of Coyner & Germano, located in Charlottesville. Lisa founded two 501(c)(3) nonprofit organizations; one for ovarian cancer research and the other a private-public partnership for public school funding for athletics and other nonacademic programs that keep students engaged. Lisa is immediate past chair of the Virginia Society of CPAs (VSCPA) Board of Directors and has served on the Board and has chaired numerous high-level committees for the American Institute of CPAs (AICPA). She was appointed by Internal Revenue Service (IRS) Commissioner Shulman to his Information Reporting Program Advisory Committee. She currently serves on the committee for the IRS EP/EO 2017 Joint Council meeting, co-chairs the IRS Mid-Atlantic Pension Liaison Group and was co-chair of the 2014 AICPA National Employee Benefits Conference. In 2015, Lisa received the Arthur J. Dixon Memorial Award from the AICPA. In 2011, she was inducted as a fellow into the American College of Employee Benefits Counsel for her contributions in the employee benefits field and also in that year received the inaugural AICPA Sustained Contribution Award for her contributions to the CPA profession. In 1996 Lisa received the Hammer Award from Vice President Gore for voluntary service on regulatory work for the Pension Benefit Guaranty Corporation. She authors several newsletters and speaks frequently on employee retirement plan related topics, small business leadership and nonprofit governance and professional networking. Follow her on Twitter at @LisaGermanoCPA. Mike Glynn , CPA, CGMA, is a senior technical manager in the AICPA Audit and Attest Standards Team. He serves as the staff liaison to the Accounting and Review Services Committee (ARSC). In addition, Mike supports the activities of Auditing Standards Board (ASB) and its subcommittees by assisting members in drafting and deliberating authoritative professional standards and interpretations. Ahava Goldman , CPA, CGMA, is an associate director with the Association of International Certified Professional Accountants (AICPA) Audit and Attest Standards team. Ahava is the staff liaison for the AICPA Auditing Standards Board and supports their standard-setting activities. She is also serving as a technical advisor on the International Audit and Assurance Standards Board (IAASB). Previously, she was a senior manager on the AICPA Examinations Team where she was responsible for the content and development of all sections of the Uniform CPA Examination. Before joining the AICPA, she worked in public accounting at both local and national firms. She graduated magna cum laude from Stern College of Yeshiva University with a bachelor of science in accounting. Lawrence (Lee) Klumpp , CPA, CGMA, is BDO’s National Nonprofit & Education Industry Group audit and accounting technical leader. He recently completed a fellowship at the Financial Accounting Standards Board (FASB) where he led FASB's project to reexamine existing standards for financial statement presentation by nonprofit entities, focusing on improving the net asset classification requirements and information provided in financial statements and notes about liquidity, financial performance and cash flows. Lee has 20 years of experience serving a diverse group of nonprofit organizations while working for BDO and previously in the audit practices of Ernst & Young, LLP and KPMG. Additionally, he is an accomplished speaker and has spoken on various nonprofit accounting, governance auditing, internal control, governance, financial reporting and single audit issue topics related to nonprofit organizations around the country. Follow him on Twitter @lklumppcpa. Clare Levison , CPA, is a national financial literacy spokesperson for the American Institute of CPAs (AICPA). She is the author of "Frugal Isn’t Cheap: Spend Less, Save More and Live Better." She has appeared on major radio and television networks across the country discussing various personal finance topics and was named one of the "2010 Top Five Under 35" by the Virginia Society of CPAs (VSCPA). Clare has more than a decade of corporate accounting experience and is also an active volunteer, serving as PTA president, Girl Scout leader and Sunday school teacher. Follow her on Twitter at @clarelevison. Jeffrey Lewis , MBA, RR, CTP, CCM, is president and managing partner of The Azimuth Group. His practice includes the areas of strategic planning, domestic and international finance and treasury. He has worked worldwide for a variety of multinational companies. Jeff is a frequent lecturer on global financial management, international development, electronic commerce and systems development. Published in leading professional publications and journals worldwide, he has authored several textbooks and reference manuals. Adam Massia , CPA, is the lead, audit and assurance at MindBridge Ai, helping clients improve audit effectiveness and efficiency through the use of artificial intelligence. An enthusiastic professional with experience in both large and medium-size public accounting practices, Adam has worked with private and public for-profit entities, and clients in the nonprofit sector. Adam is actively involved in the education and development of accountants, and currently instructs and develops courses at the collegiate level. Robert M. Moore, Jr. , CPA, is a founding member of the firm Boyce, Spady & Moore PLC in Suffolk, Virginia. He has worked in public accounting for 42 years and is involved in all areas of audit and accounting services, income tax services and peer review. In addition to performing peer reviews, Bob has served as a technical reviewer for the VSCPA Peer Review Program since the inception of the program in 1989, and frequently serves as a discussion leader and speaker on peer review topics. He has also served on various committees and boards over the years and is currently serving as treasurer and board member of two nonprofit entities.