WKU CPE Program for Accountants
Friday, May 4, 2018
Knicely Conference Center in Bowling Green, KY
This program provides 8 hours of CPE for accountants licensed in Kentucky and Tennessee. Accountants licensed through other states must confirm if the training will meet the requirements for their own state.
|7:30 - 8:00 AM||Registration, Networking, and Light Breakfast|
|8:00 - 8:05 AM||Welcome by Dean Katz and Dr. Harold Little|
|8:05 - 8:55 AM||Presentation #1
"A & A Update"
Brandon Shirley. BKD
|8:55 - 9:00 AM||Break Between Speakers|
|9:00 - 9:50 AM||Presentation #2
"Rethinking Traditional Accounting: How to Eliminate and Improve Processes Such as Annual Budgeting, Monthly Close, Standard Costing, and More"
J.C. Wilkinson. Katz, Sapper & Miller
|9:50 - 10:05 AM||Refreshment/Networking Break|
|10:05 - 10:55 AM||Presentation #3
Kris Kemp. Alexander Thompson Arnold PLLC
|10:55 - 11:00 AM||Break between speakers|
|11:00 - 11:50 AM||Presentation #4
“Estate Planning and Probate: The Basics”
Leah Morrison. English, Lucas, Priest & Owsley, LLP
|11:50 AM- 12:20 PM||Break and Lunch Buffet|
|12:20 - 1:10 PM||
|1:10 - 1:15 PM||Break Between Speakers|
|1:15 - 2:05 PM||Presentation #6
Dr. Kay Meggers. Hays Watkins Executive-in-Residence, WKU Department of Management
|2:05 - 2:20 PM||Networking Break|
|2:20 - 3:10 PM||Presentation #7
"Data Analytics Basics"
Dr. Leyla Zhuhadar. WKU Department of Information Systems
|3:10 - 3:15 PM||Break Between Speakers|
|3:15 - 4:05 PM||Presentation #8
"How to be A SMART ASS with Goals"
Jason Marshall. Amoeba Leader
|4:05 - 4:10 PM||Closing|
Early Registration Rates Valid through April 19
- $75 for morning session with lunch
- $75 for afternoon session with lunch
- $150 for entire day with lunch
- $125 for educators and WKU Affiliates (alumni, faculty, staff, and students)*
Registration Rates Beginning April 20
- $85 for morning session with lunch
- $85 for afternoon session with lunch
- $160 for entire day with lunch*
* Educator/WKU discount only applied to Early Registration
A member of BKD National Manufacturing & Distribution Group, Brandon has more than 14 years of experience providing financial reporting and consulting services for middle-market and private equity commercial clients. His public accounting experience includes audits, reviews and other assurance services, employee benefit plan audits, mergers and acquisitions and due diligence. He serves multinational and foreign-owned corporations as well as companies that are majority owned by employee stock ownership plans.
He is a member of the American Institute of CPAs and Kentucky Society of Certified Public Accountants. He has been a BKD training instructor and served as director of Camp BKD. Brandon is a charter member of the firm’s SKY Advisory Council, which leads the firmwide initiative to emphasize and strengthen diversity with an initial focus on attracting, retaining and developing women leaders.
Brandon is involved in several charitable organizations, including United Way, Dolly Parton’s Imagination Library and the Community Foundation of South Central Kentucky.
He is a 2002 summa cum laude graduate of Campbellsville University, Kentucky, with a B.S. degree in accounting, and a 2003 graduate of the University of Kentucky, Lexington, with an M.Acc. degree.
Jason Marshall, Owner, Amoeba Leader LLC
Jason Marshall earned a Master of Business Administration degree from Western Kentucky University and a Bachelor of Science degree in Criminal Justice from Grand Valley State University. He also attended the Kirtland Regional Police Academy where he earned the Michigan Commission on Law Enforcement Standard’s Outstanding Performance Award.
He has developed and conducted training on emotional intelligence, teamwork, communication, conflict management, problem solving, change management, leadership, and presentation skills. His customized training programs have been proven to improve individual effectiveness, team effectiveness, individual job satisfaction, and team job satisfaction.
Jason’s one-on-one Leadership Coaching programs have proven extremely successful as well. His non-directive approach challenges individuals to stretch themselves, both inter-personally and professionally, to reach new heights. Upon completion of the program, individual leaders have a heightened awareness of their ability to positively influence their organizations.
In addition to serving organizations, he enjoys serving the community as well. He is Chair of the BRIGHT Coalition, a Bowling Green Area Chamber Ambassador, Greenways Commissioner, Leadership Bowling Green Alumni Board Member, and an active member of Bowling Green Young Professionals.
JC Wilkinson, Director, Katz Sapper & Miller
JC Wilkinson is a director in Katz, Sapper & Miller’s Business Advisory Group. He provides guidance to clients in a variety of industries in the areas of operational improvement and performance enhancement. With an extensive background in Lean strategy consulting, JC works with companies to develop and execute long-term improvement plans for their accounting, technology, human resource, operations, and other business functions.
Prior to joining KSM, JC spent many years in public accounting and served as the chief operating officer and chief financial officer for multiple privately held organizations. He brings this knowledge to bear to help companies move to the next level of operational results. JC graduated summa cum laude from Saint Joseph’s College with a Bachelor of Science degree in accounting and finance.
In addition to being a Certified Public Accountant, JC is a Certified Six Sigma Greenbelt, a Chartered Global Management Accountant (CGMA), and holds the designation of APICS Certified in Production and Inventory Management (CPIM).
JC serves on the KyCPA Society Manufacturing Committee and is a past board member of the Falls Cities IN/KY Chapter of APICS. He is a graduate of the KyCPA Society’s Leadership Academy and is a 2007 Get on Board graduate from the Center of Nonprofit Excellence. JC was also a 2015 finalist for CFO of the Year as named by Louisville Business First.
Jeanne Fisher, Certified Financial Planner, Argi Financial Group
Jeanne is a qualified plan advisor and a member of ARGI’s corporate benefits education team. She helps companies design and manage 401(k)s and other employer-sponsored plans as part of a financial wellness package.
As a CFP Ambassador, she works diligently to fulfill her role as a reliable contact and source of information for associations and individuals in her home state.
In addition to presenting as an educational speaker at SHRM, KYCPA, and Medical Management Professionals, Jeanne has also written numerous articles for HR Professionals Magazine. She has been featured on WBKO Mid Day Live and as a guest on Rob Berger’s “Doughroller” podcast.
ARGI Investment Services manages more than $1.8 Billion dollars in assets for their clients. They have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Cincinnati, OH, Indianapolis, IN, Grand Rapids, MI, and Norwalk, CT and serve personal and business clients across the country.
Dr. Kay Meggers
Hays Watkins Executive-in-Residence
WKU Gordon Ford College of Business
Kay H Meggers served as Executive Vice President and Group President Global Rolled Products at Alcoa/Arconic from November 2011 to May 2017. In 2016 this $4.9 billion global business operated 12 Aluminum rolling facilities around the globe with 10,800 employees. Kay had joined Alcoa in February 2010 as a member of its Executive Council, the Company’s senior leadership group that sets strategic direction and oversees its implementation. Alcoa split into two separate companies (Alcoa Corporation and Arconic) in November 2016, when Kay joined Arconic.
Prior to joining Alcoa, Kay was Senior Vice President at Siemens U.S. Building Technologies Division and served for three years as Business Unit Head of Building Automation. This $1.3 billion business has more than 110 branches in the U.S. and Canada. In 2006 Kay served for nine months as Division Head of Fire Safety in Florham Park, N.J., also part of Siemens U.S. Building Technologies Division.
Kay received a Diploma in Physics in 1991 from the Christian-Albrechts University in Kiel, Germany. In 1995 after extensive research in applied nuclear physics and materials science, including at the U.S. National Laboratory in Los Alamos, New Mexico, he earned his Doctorate degree also from the Christian-Albrechts University in Kiel.
Kay served from 1983-1985 in the German Army on active duty and after that joined the German Army Reserve, where he continues to serves every year and advanced to Lieutenant Colonel and Battalion Commander (Reserve).
Kris Kemp, Partner, Alexander Thompson Arnold
Kris Kemp became a partner with Alexander Thompson Arnold upon a merger with his prior firm, Myriad CPA Group LLC in 2017. A graduate of Kentucky Wesleyan College in Owensboro, Kentucky, Kris received his BA in Accounting and Business Administration. Upon completion of his degree, Kris joined Campbell, Royster, Carver, McBride & Co. as a staff accountant. He later moved to Neel, Crafton, & Phillips, LLP where he became a manager and, later, a partner.
Kris is proficient in all areas of tax preparation, financial planning, and non-profit accounting. Additionally, Kris specializes in small business and family business consulting related to tax services. He is an expert in estate and trust planning with a strong background in multi-state and international processing and compliance for S & C Corporations, charitable trusts, and non-profit organizations.
Kris has several leadership roles with the KyCPA. He is currently a member of the Board of Directors, a member of the Educational Foundation Board, and a Tax Committee member. Kris also serves as the treasurer of the Henderson Breakfast Lions Club.
Leah Morrison, Associate, English Lucas Priest & Owsley
Leah Morrison is an attorney with English, Lucas, Priest and Owsley, LLP, in Bowling Green. Her area of focus is tax law, estate planning and probate. Leah’s works with families, especially business owners, planning for the future. Her knowledge of both tax and estate law allows her to present her clients with options for estate plans that take taxes into account when appropriate.
Leah holds a Bachelor of Arts degree from The George Washington University. She graduated magna cum laude from the University of Louisville Louis D. Brandeis School of Law, earning her Juris Doctorate. She also graduated magna cum laude from the University of Alabama School of Law, earning an LL.M. degree. She is a member of the Bowling Green-Warren County Bar Association, Kentucky Bar Association and American Bar Association.
Outside of work, Leah enjoys cultivating her love of foreign languages. She speaks fluent French, and some Russian and German. She enjoys fast-pitch softball and science-fiction literature. She is married and lives in Bowling Green.
Dr. Leyla Zhuhadar, Assistant Professor, WKU Department of Information Systems
Dr. Zhuhadar received her M.S. degree in Computer Science from WKU and her Ph.D. degree
in Computer Science and Computer Engineering from the University of Louisville. She also received a Certificate in Data Science and Big Data Analytics: Making Data-Driven
Decisions from Massachusetts Institute of Technology.
Her applied research is directed toward collaborating with colleagues from various disciplines to solve today's Big Data problems by using Data Mining methodologies. The impact of her research has been witnessed by its contribution to more than 50 publications in peer-reviewed journal articles, book chapters, and national/international conference proceedings.
Dr. Zhuhadar is a fellow of the following associations: The IEEE, Women in Engineering (WIE), AACSB International, the Association for Information Systems (AIS), the Association for the Advancement of Artificial Intelligence (AAAI), and the Association for Computing Machinery (ACM).