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Friday, November 17, 2017

Controller’s Workshop

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Controller’s Workshop Location:

23700 Chagrin Blvd.

Beachwood, OH  44122

Cost  $125.00

A one day seminar for Controller’s, CPAs, CMAs, CFMs and Accountants interested in staying up to date on topics of interest or new rules and laws.

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This program meets the ICMA guidelines for

8 Hours CPE credit for CMAs and CPAs

Seminar Outline

7:30 a.m. - 8:00 a.m.

Registration and Continental Breakfast Sponsored By

8:00 a.m. - 9:45 a.m.

Get Your Tech On - Trends to Watch (Speaker: Chris Mishler)

  • What's new in tech trends to watch

9:45 a.m. - 11:00 a.m.

Do Public Comment Letters on Proposed SEC Comment Letters Matter (Speaker: Gregory Jonas)

  • Why organizations should make comment letters?

11:00 a.m. - 12:00 p.m.

The Importance of Diversity and Inclusion in the Workplace (Speaker: Billy O'Quinn)

  • Strategies to make your company more inclusive for employees.

12:00 p.m. - 1:00 p.m.

Lunch Provided

1:00 p.m. - 2:15 p.m.

Asset Valuations (Speaker: Paul Lebo)

  • Equities, particularly energy and materials sectors, still maintain attractive valuations.  The tech sector also has strong upside potential.
  • In the current environment, look to diversity your equity holdings by taking advantage of attractive international equity valuations, particularly emerging market.
  • As for fixed income, unless investing in floating rate bonds, take extra precautions to shorten durations and underweight this asset class.

2:15 p.m. - 3:30 p.m.

13 Fraud Prevention Suggestions (Speaker: Frank Suponcic)

  • Is your business embezzlement proof?
  • Learn how to perform a quick forensic examination so that you can identify your company's vulnerabilities and fraud risk.
  • Hear steps that your HR department can easily implement in order to obtain employee buy-in to fraud prevention measures.
  • Proactive steps employers can consider to create an effective anti-fraud culture

3:30 p.m. - 4:30 p.m.

Tax Reform in 2017, Why, What and When (Speakers: Tammy Gerber & Kathryn Proper)

 Chris Mishler, CMA, CIA, CISA

Chris Mishler is the CFO of Catholic Social Services of Washtenaw County (‘wash-ten-aah”).  Prior to that he was a consultant with Experis for 12 years, primarily for the Finance Operations group, but also doing projects for the Internal Controls team.  Previous to Experis, his roles were Controller and VP of Administration for a photographic products importer and distributor.  As a subject matter expert in User-Developed Application Risks, Chris has assisted organizations in identifying, diagnosing and remediating risks in their key or high risk Excel files.  Another of Chris’ roles as the Chair of the IMA’s Technology Solutions and Practices Committee is relevant to today’s presentation.  This group strives to identify emerging accounting and finance tech trends to enable the IMA’s 90,000 members to enhance their knowledge of key new technologies.  He is also on the SCMS’ Board of Governors and the Michigan Council Board of Directors.

Gregory Jonas, PhD, CMA

Gregory Jonas is Associate Professor of Accountancy, Case Western Reserve where he has over 20 years of experience working with closely held corporation, acquisitions, and company turnarounds.  He received his PhD in 2007 from Virginia Commonwealth University doing research that focused on two main streams, antecedents and consequences of corporate disclosures, and exploring factors associated with the development of accounting scholars.  He has many publications.  He is a CMA and is active in the Financial Executives International and is currently Chair of the research foundation for the IMA Research Foundation.

Billy O’Quinn

Billy O’Quinn is the Director of Global Diversity and Inclusion at The Goodyear Tire & Rubber Company, with more than 27 years of experience.  A respected leader in the manufacturing industry, Billy led numerous corporate and manufacturing teams within Goodyear North America.  He is a servant leader in the community and corporate America mentor young diverse leaders and youth.  His motto is simple “Say What You Do and Do What You Say, because, all you have in this world is your name and you must protect your brand.

Paul Lebo, CFA

Paul Lebo, CFA, is CEO & CIO of Paul Kimmins Investments, LP.  In his role, he manages the LP’s proprietary hedge fund strategy offering alpha generation in a risk conscious setting to qualified investors.  Prior to co-founding Paul Kimmins Investments, LP, Paul was an executive in the Transaction Advisory Services team at Ernst & Young where he managed and reviewed asset valuation primarily for publicly traded Fortune 500 corporations.  Prior to joining Ernst & Young, Paul was a Portfolio Manager within Key Private Bank, the wealth management arm of KeyBank.  In this role, Paul personally managed and invested over $220 million across equities, fixed income and alternatives asset classes.  In addition, Paul served as a voting member of the Equity Research Team, providing investment recommendations on the Energy, Technology, Utilities and Materials sectors.

Frank Suponcic, CPA

Frank is a Partner in the Business Valuation and Litigation Advisory Services Group at Skoda Minotti of Mayfield Village.  He has been practicing in public accounting for nearly 30 years - the majority of those in the area of litigation support.  He is a 1984 graduate of John Carroll University and holds a Bachelor of Science in Business Administration in Accounting.  His primary responsibilities include assisting attorneys, privately-held clients, municipalities, and tax-exempt entities with litigation advisory engagements, strategic business consulting, financial reporting, and corporate and individual income tax matters.  In addition, he also manages most of the firm’s forensic accounting engagements.  Fraud and embezzlement have always been concentrations for Frank.  Frank’s most time-consuming engagement was proven to have cost and Ohio company in excess of $7 million in embezzlement losses and resulted in a criminal conviction.

Tammy Gerber, CPA

Tammy is Senior Tax Manager at RSM US LLP of the firm’s federal tax practice since 2005 specializing in real estate and service industries in Ohio.  She has over 20 years of experience in public accounting overseeing the tax preparation and review process for federal and multi-state tax compliance filings for numerous real estate, manufacturing, service and distribution industry clients.  Tammy has worked on consolidated entities; merger integration issues; stock and asset acquisitions; state and local nexus issues; estate planning for high net-worth individuals and closely held businesses; and employee benefit plans.  Tammy provides a variety of tax planing and consulting services to clients selling their real estate properties, selling or transferring their partnership interests, advising and reviewing 1031 exchange transactions, and restructuring their portfolios.  She works with clients to minimize taxes, effective planning and use of real estate incentives such as low income housing credits, historic tax credits and easement contributions.

Kathryn Proper

Kathryn is Senior Associate, Tax Services for RSM and provides tax compliance, planning, and consulting services to a variety of manufacturing and real estate clients.  She has extensive experience with private equity owned companies, income tax projects, section 263A calculations, maintaining client depreciation schedules, and low income hosing tax credits.  Prior to joining RSM, Kathryn spent five years as an assistant controller for a small manufacturer in Erie, Pennsylvania.  She was responsible for managing all aspects of the accounting department, including but not limited to monthly and annual closings, internal financial statement preparation, and also served as the liaison to the outside auditors.