national registry summit · adair richard crescere frameworks, llc o/a the learning network jarin...

September 24-25, 2019 | Indianapolis, IN

NATIONAL REGISTRY

SUMMIT

Accelerate to Innovate!

NATIONAL REGISTRY

SUMMITAttendee List

by organization


Organization Last Name First Name20-20 Services LLC Reilly Beckie74 Systems Greenspan Eric74 Systems Greenspan AngelaAccountant's Education Services/CPE4U Colorado Browning LindaAGN International - North America Frey CindyAmerican Institute of Certified Public Accountants Grant MichaelAmerican Institute of Certified Public Accountants Vega AlAmerican Management Association Leon MarthaAspen Insurance Piety ChrisAssociation of Government Accountants (AGA) Lor Kia Audit Conduct LLC Allen CatherineBB&T Audit Services Lowman AnnelieseBDO Alliance USA Estes EileenBDO USA, LLP Stevens EllenBecker Professional Education Akin MeganBecker Professional Education Estrada OscarBecker Professional Education Hannan AdinaBecker Professional Education Johnson PatriceBlue & Co., LLC Birnbaum JaniceBlue & Co., LLC Green JanBlue Ocean Ideas Ritter GregBMSA Bates RogerBonadio & Co., LLP Laney CaraBonadio & Co., LLP Wheeler KatiBoomer Consulting Inc. Lombardo JacquelineBusiness Learning Institute, Inc Sheridan BillCalCPA Slusser JaniceCBIZ, Inc. Leibson DianeCBIZ, Inc. Zaman PhilCheckpoint Learning Network Snider DanielCherry Bekaert LLP Peterson DanielCohen & Company Rodgers StaceyComplete Business Group Kahn Carrie

Organization Last Name First NameConferences i/o Fisher KateConferences i/o Pytel JohnConstruction Financial Management Association (CFMA)

Madden Sue

CPE Depot Harris MikeCPE Depot Castillo FrankCrescere Frameworks, LLC o/a The Learning Network

Adair Richard

Crescere Frameworks, LLC o/a The Learning Network

Jarin Alaine

Crescere Frameworks, LLC o/a The Learning Network

Kim Stacey

Defense Fin and Accting Srvc (DFAS) Learning and Dev Div

McElhaney Alisha

EduCE Waid KathleenEide Bailly LLP McKeever JasonEide Bailly LLP Nappe JordanErnst & Young LLP Payton MorganErnst & Young LLP Sehgal RitaFederal Deposit Insurance Corporation Corporate University

Livas Ava

Federal Housing Finance Agency - Examiner Dev Branch

Taylor Don

Financial Executives International (FEI) Marrese PatriciaFlorida Institute of Certified Public Accountants Thomas MiaFTI Consulting Calcutt JackieFTI Consulting Drunagel KarieGeneral Conference Auditing Service Wahlen MaurineGleim Publications, Inc. Larson KatieGleim Publications, Inc. Stephenson JustinGrant Thornton, LLP Sariah KieshaH&R Block Arruda LauraHBK CPAs & Consultants Fahey Jim

NATIONAL REGISTRY

SUMMITAttendee List

by organization


Organization Last Name First NameHidden Profit Academy, LLC Oliver CarolIndiana CPA Society Wilson StaceyInstitute of Chartered Accountants of Nigeria Adewole TundeInstitute of Management Accountants Mormile TerryIRS Nationwide Tax Forums Jaramillo MariaJennings Advisory Group, LLC Hurst SandyJohnson Lambert LLP Strachan AmyKaplan Financial Education Powered by Loscalzo Institute

Shepherd Amanda

Kaplan Financial Education Powered by SmartPros Fingerhut JackKaplan Financial Education Powered by SmartPros Goyette LisaKatz, Sapper & Miller Armstrong LaceyKatz, Sapper & Miller Peterson AndreaKaufman Rossin University Salostsina YuliyaKCoe Isom University Roth AndreaKearney & Company Williams KrisKPMG LLP Santora JaimeKronos Broderick PeterKronos Reddin KathyKronos Shields MiaLatino Tax Professionals Association Lopez KristeenaLattimore, Black, Morgan, and Cain PC Hodge MorganLCVista Inc Heringlake LisaLCVista Inc Turner DanielleLearning Suite, Inc. Hiner EvanLearnLive Technologies DeRitis JulieMACPA/Business Learning Institute Ainsley KatieMACPA/Business Learning Institute Devine PamMarcum LLP Bialek ErikaMaryland Society of Accounting and Tax Professionals, Inc

Steinwedel Alverta

McGraw-Hill Education Mackey Dan

NATIONAL REGISTRY

SUMMITAttendee List

by organization


Organization Last Name First NameMyers and Stauffer LC Hedeman ElizabethMyers and Stauffer LC Williams KathrynNASBA Alexander Alfonzo NASBA Baker AshleeNASBA Caldwell Maria L.NASBA Crane SabrinaNASBA Gray CassandraNASBA Holt GeneNASBA Kenny ThomasNASBA Klein MikiNASBA Lane LindsayNASBA Layton Angela NASBA Luttrull JessicaNASBA Mason MeganNASBA Owsley JohnNASBA Price JeffNASBA Thompson JillNASBA Turner KathrynNASBA Wolfe ElizabethNational Association of College and University Business Officers (NACUBO)

Cure Jeanne

Noble Consulting Services, Inc. Hazelbaker StevePBMares, LLP Collins AnitaPennsylvania Institute of Certified Public Accountants

Batchelor Adam

Penumbra Group Bearor AngelaPenumbra Group Friedlein StevePenumbra Group Shirkani JenPKF International Ltd. Christensen TanyaPlante & Moran, LLC Patrick OliviaPNC Gorcsan EmilyPNC Corporate Audit Wetzel Anne

NATIONAL REGISTRY

SUMMITAttendee List

by organization


Organization Last Name First NamePowerPlan, Inc. Arra AmyPractice Engine Systems, Inc. Caras PaigePractice Engine Systems, Inc. Lowrey DeePractice Engine Systems, Inc. White MichellePractising Law Institute Ottiger Andrew D.Praxity Global Alliance Limited Poulter DeborahPricewaterhouseCoopers Werling ChrisPricewaterhouseCoopers Bermuda Largie NadinePricewaterhouseCoopers LLP Anderson LisaPricewaterhouseCoopers LLP Hopkins ElizabethPricewaterhouseCoopers LLP Lombardi DianaPricewaterhouseCoopers LLP Maddox TammyProDio Audio Learning Inc. Cullingworth RussellPublic Company Accounting Oversight Board (PCAOB)

Haas Melissa

Public Company Accounting Oversight Board (PCAOB)

Rasmussen Kara

REDW Allison GaryRehmann Freeman AliciaRehmann Hunter SaraRiveron Consulting Stecklein DawnRobert Half International De Rose BiancaScienceMaster.com Wesson KennethSikich LLP Chin CarrieSikich LLP Youngers CatherineSkoda Minotti Conley TeresaSurgent McCoy CPE, LLC Benjamin JanetTab Cooper & Associates, llc Cooper TabTennessee Society of CPAs Fitzgerald KaraThe Center for Professional Education, Inc. Berry PatriciaThe National Business Officers Association Grady ErinTidwell Group Zarins JenTreasury Inspector General for Tax Administration Prillaman Kelly

NATIONAL REGISTRY

SUMMITAttendee List

by organization


Organization Last Name First NameU.S. Department of Labor, Office of Inspector General

Milbry Candace

U.S. Securities & Exchange Commission Peters DanielUniversity of Colorado Roden NormandyUniversity of Georgia, Carl Vinson Institute of Government

Horacek Beth

US Department of Labor-OIG-Office of Audit Roshetko MicheleUSDA Office of Inspector General Audit (USDA OIG Audit)

Johnson Stephanie

USDA Office of Inspector General Audit (USDA OIG Audit)

McPeeke Jessie

USDA Office of Inspector General Audit (USDA OIG Audit)

Payne Alexis

Vertex, Inc. Bailey CynthiaVirginia Society Of CPAs Newsom-McCurdy LindaWest Virginia Board of Accountancy Young StefaniWipfli LLP Haynes LindaWipfli LLP Seibel SarahWithumSmith+Brown, PC Plent AmyWorkiva Mader Katrina

NATIONAL REGISTRY

SUMMITAttendee List

by organization


NATIONAL REGISTRY

SUMMITAttendee List

by last name


Last Name First Name OrganizationAdair Richard Crescere Frameworks, LLC o/a The Learning Net-

workAdewole Tunde Institute of Chartered Accountants of NigeriaAinsley Katie MACPA/Business Learning InstituteAkin Megan Becker Professional EducationAlexander Alfonzo NASBAAllen Catherine Audit Conduct LLCAllison Gary REDWAnderson Lisa PricewaterhouseCoopers LLPArmstrong Lacey Katz, Sapper & MillerArra Amy PowerPlan, Inc.Arruda Laura H&R BlockBailey Cynthia Vertex, Inc.Baker Ashlee NASBABatchelor Adam Pennsylvania Institute of Certified Public

AccountantsBates Roger BMSABearor Angela Penumbra GroupBenjamin Janet Surgent McCoy CPE, LLCBerry Patricia The Center for Professional Education, Inc.Bialek Erika Marcum LLPBirnbaum Janice Blue & Co., LLCBroderick Peter KronosBrowning Linda Accountant's Education Services/CPE4U ColoradoCalcutt Jackie FTI ConsultingCaldwell Maria L. NASBACaras Paige Practice Engine Systems, Inc.Castillo Frank CPE DepotChin Carrie Sikich LLPChristensen Tanya PKF International Ltd.Collins Anita PBMares, LLPConley Teresa Skoda MinottiCooper Tab Tab Cooper & Associates, llc

NATIONAL REGISTRY

SUMMIT


Last Name First Name OrganizationCrane Sabrina NASBACullingworth Russell ProDio Audio Learning Inc.Cure Jeanne National Association of College and University

Business Officers (NACUBO)De Rose Bianca Robert Half InternationalDeRitis Julie LearnLive TechnologiesDevine Pam MACPA/Business Learning InstituteDrunagel Karie FTI ConsultingEstes Eileen BDO Alliance USAEstrada Oscar Becker Professional EducationFahey Jim HBK CPAs & ConsultantsFingerhut Jack Kaplan Financial Education Powered by Smart-

ProsFisher Kate Conferences i/oFitzgerald Kara Tennessee Society of CPAsFreeman Alicia RehmannFrey Cindy AGN International - North AmericaFriedlein Steve Penumbra GroupGorcsan Emily PNCGoyette Lisa Kaplan Financial Education Powered by Smart-

ProsGrady Erin The National Business Officers AssociationGrant Michael American Institute of Certified Public AccountantsGray Cassandra NASBAGreen Jan Blue & Co., LLCGreenspan Eric 74 SystemsGreenspan Angela 74 SystemsHaas Melissa Public Company Accounting Oversight Board

(PCAOB)Hannan Adina Becker Professional EducationHarris Mike CPE DepotHaynes Linda Wipfli LLPHazelbaker Steve Noble Consulting Services, Inc.

Attendee Listby last name


NATIONAL REGISTRY

SUMMITLast Name First Name OrganizationHedeman Elizabeth Myers and Stauffer LCHeringlake Lisa LCVista IncHiner Evan Learning Suite, Inc.Hodge Morgan Lattimore, Black, Morgan, and Cain PCHolt Gene NASBAHopkins Elizabeth PricewaterhouseCoopers LLPHoracek Beth University of Georgia, Carl Vinson Institute of Gov-

ernmentHunter Sara RehmannHurst Sandy Jennings Advisory Group, LLCJaramillo Maria IRS Nationwide Tax ForumsJarin Alaine Crescere Frameworks, LLC o/a The Learning Net-

workJohnson Stephanie USDA Office of Inspector General Audit (USDA OIG

Audit)Johnson Patrice Becker Professional EducationKahn Carrie Complete Business GroupKenny Thomas NASBAKim Stacey Crescere Frameworks, LLC o/a The Learning Net-

workKlein Miki NASBALane Lindsay NASBALaney Cara Bonadio & Co., LLPLargie Nadine PricewaterhouseCoopers BermudaLarson Katie Gleim Publications, Inc.Layton Angela NASBALeibson Diane CBIZ, Inc.Leon Martha American Management AssociationLivas Ava Federal Deposit Insurance Corporation Corporate

UniversityLombardi Diana PricewaterhouseCoopers LLPLombardo Jacqueline Boomer Consulting Inc.Lopez Kristeena Latino Tax Professionals Association



NATIONAL REGISTRY

SUMMITLast Name First Name OrganizationLor Kia Association of Government Accountants (AGA)Lowman Anneliese BB&T Audit ServicesLowrey Dee Practice Engine Systems, Inc.Luttrull Jessica NASBAMackey Dan McGraw-Hill EducationMadden Sue Construction Financial Management Association

(CFMA)Maddox Tammy PricewaterhouseCoopers LLPMader Katrina WorkivaMarrese Patricia Financial Executives International (FEI)Mason Megan NASBAMcElhaney Alisha Defense Fin and Accting Srvc (DFAS) Learning and

Dev DivMcKeever Jason Eide Bailly LLPMcPeeke Jessie USDA Office of Inspector General Audit (USDA OIG

Audit)Milbry Candace U.S. Department of Labor, Office of Inspector

GeneralMormile Terry Institute of Management AccountantsNappe Jordan Eide Bailly LLPNewsom-McCurdy Linda Virginia Society Of CPAsOliver Carol Hidden Profit Academy, LLCOttiger Andrew D. Practising Law InstituteOwsley John NASBAPatrick Olivia Plante & Moran, LLCPayne Alexis USDA Office of Inspector General Audit (USDA OIG

Audit)Payton Morgan Ernst & Young LLPPeters Daniel U.S. Securities & Exchange CommissionPeterson Andrea Katz, Sapper & MillerPeterson Daniel Cherry Bekaert LLPPiety Chris Aspen InsurancePlent Amy WithumSmith+Brown, PC


Last Name First Name OrganizationPoulter Deborah Praxity Global Alliance LimitedPrice Jeff NASBAPrillaman Kelly Treasury Inspector General for Tax AdministrationPytel John Conferences i/oRasmussen Kara Public Company Accounting Oversight Board

(PCAOB)Reddin Kathy KronosReilly Beckie 20-20 Services LLCRitter Greg Blue Ocean IdeasRoden Normandy University of ColoradoRodgers Stacey Cohen & CompanyRoshetko Michele US Department of Labor-OIG-Office of AuditRoth Andrea KCoe Isom UniversitySalostsina Yuliya Kaufman Rossin UniversitySantora Jaime KPMG LLPSariah Kiesha Grant Thornton, LLPSehgal Rita Ernst & Young LLPSeibel Sarah Wipfli LLPShepherd Amanda Kaplan Financial Education Powered by Loscalzo

InstituteSheridan Bill Business Learning Institute, IncShields Mia KronosShirkani Jen Penumbra GroupSlusser Janice CalCPASnider Daniel Checkpoint Learning NetworkStecklein Dawn Riveron ConsultingSteinwedel Alverta Maryland Society of Accounting and Tax Profes-

sionals, IncStephenson Justin Gleim Publications, Inc.Stevens Ellen BDO USA, LLPStrachan Amy Johnson Lambert LLPTaylor Don Federal Housing Finance Agency - Examiner Dev

Branch


NATIONAL REGISTRY

SUMMITAttendee List

by last name

Last Name First Name OrganizationThomas Mia Florida Institute of Certified Public AccountantsThompson Jill NASBATurner Danielle LCVista IncTurner Kathryn NASBAVega Al American Institute of Certified Public AccountantsWahlen Maurine General Conference Auditing ServiceWaid Kathleen EduCEWerling Chris PricewaterhouseCoopersWesson Kenneth ScienceMaster.comWetzel Anne PNC Corporate AuditWheeler Kati Bonadio & Co., LLPWhite Michelle Practice Engine Systems, Inc.Williams Kathryn Myers and Stauffer LCWilliams Kris Kearney & CompanyWilson Stacey Indiana CPA SocietyWolfe Elizabeth NASBAYoung Stefani West Virginia Board of AccountancyYoungers Catherine Sikich LLPZaman Phil CBIZ, Inc.Zarins Jen Tidwell Group


NATIONAL REGISTRY

SUMMITAttendee List

by last name

national registry summit · adair richard crescere frameworks, llc o/a the learning network jarin...

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