Professional Speaker Series

Offered Fall and Spring semesters, the Professional Speaker Series (ACG3802) is designed to expose students to technical topics and emerging issues in accounting, business, and in related professions such as law. Guest speakers will provide a practicing professional's insights regarding technical issues and concerns affecting the accounting profession. Some sessions will relate to professional career planning, and the speakers will discuss various specialty areas, unusual occupations, unique firm practice structures, or non-traditional career opportunities. Presentations are followed by a reception during which time students can interact one-on-one with the speaker and his or her associates.

Attendance is limited to those students who have registered for the course or have advanced approval from the course coordinator. The course may not be repeated.

Spring 2017

  • JANUARY 5, 2017

    Speaker TBA
    KPMG
    6:15 - 8:15 PM, Gerson 126
    Topic: TBD

  • JANUARY 12, 2017

    Gary Unkel and Joseph Dowds
    Deloitte
    6:15 - 8:15 PM, Gerson 126
    Topic: The Journey and as a Big 4 Partner
    About the Speakers:

    Gary Unkel

    Gary is a Tax Partner in our South Florida practice and has more than 14 years of experience serving both public and privately held companies in multiple industries including Aerospace & Defense, Life Sciences, Technology, and Retail. Gary has extensive experience, including ASC 740 accounting for income taxes, domestic and international tax compliance and consulting services, state and local tax matters, mergers, acquisitions, and Internal Revenue Service examinations.

    Joseph Dowds

    Joe Dowds has more than 35 years of experience providing audit and related services to many of Deloitte’s largest clients. He has served as the lead client service partner and signing audit partner for numerous clients and as the advisory partner for several major clients in the energy and utilities industry, including engagements with Xcel Energy, PSEG and SCANA. In addition, Joe has held a variety of senior leadership roles in the Deloitte organization.

    Presently, Joe is the Audit National Managing Partner – Office of the CEO & Chief Succession Officer. His responsibilities include leading partner succession planning for all of Deloitte's largest national clients and working with regional leaders to implement a nationalized succession program for all other audit clients. He also oversees the Global Deployment Program, which facilitates global assignments for professionals in our U.S. organization.

  • JANUARY 19, 2017

    Laurence Bernstein and Joanie Stein
    Berkowitz Pollack Brant
    6:15 - 8:15 PM, Gerson 126
    Topic: Hot Topics in Real Estate
    About the Speakers:

    Laurence Bernstein, CPA
    Associate Director of Tax Services

    Larry Bernstein provides tax and consulting services for privately held businesses. He has worked with a variety of companies and industries and brings a wealth of knowledge to business owners and entrepreneurs. The tax compliance component of his practice is primarily real estate focused, and includes complex partnership structures and all aspects of federal and state taxes. Bernstein has also developed a focus on cloud accounting systems, process improvement and enjoys designing systems that create operational efficiencies. His consultative approach is welcomed by both established and growing companies. Larry is a graduate of the University of Florida.

    Joanie B. Stein, CPA
    Senior Manager of Tax Services

    For more than 15 years Joanie Stein has provided tax accounting and consulting services to real estate management and investment companies, high-net-worth individuals and closely owned businesses. Stein concentrates her practice on professional services, retail and real estate industries. Her experience includes the review and approval of federal and state income, property, and other tax returns for corporations, partnerships and individuals, tax and business planning and consulting and client representation before taxing authorities. Joanie is a graduate of the University of Florida.

  • JANUARY 26, 2017

    Jim Knauss
    EY
    6:15 - 8:15 PM, Gerson 126
    Topic: Your Personal Brand
    About the Speaker:

    Jim Knauss
    Global Vice Chair, Business Development

    Jim is the Global Vice Chair of Business Development. Prior to joining EYG, Jim was the Americas Client Service & Accounts Leader for the Advisory Services practice, a member of EY Americas Tax Advisory Board and the America’s Director of Markets – Tax, focusing on tax strategies, supply chain, information technology, sales management, and go-to-market strategies.

    Jim applies his enthusiasm and depth of experience to help our client service teams deliver Exceptional Client Service through the understanding of client strategies and issues and identifying the value EY teams and services that are relevant to the client organization to achieve their ambition and mitigate risk. He has facilitated over 500 sessions for clients and EY teams.

    Background

    In 1994, Jim joined the firm as the Southeast Business Development Leader and has held a variety of positions since then, including Director of Business Development for the firm. Jim was also Managing Director of Corporate Finance’s Center for Strategic Transactions® in the Southeast Area, an environment created for CEOs and members of their management teams to explore strategies that accelerate the execution of their business plans.

    Prior to joining EY, Jim worked for five years with an information technology consulting firm. He held a number of positions in sales and sales management before he was promoted to Director of Business Development for State and Local Government in Los Angeles. His role was to manage IT Business Solutions to align with a companies’ strategic vision.

    Education

    • B.S. in Education , University of Florida
    • EY Kellogg Program, Kellogg School of Business
    • EY Harvard Program, Harvard School of Business

  • FEBRUARY 2, 2017

    Speaker TBA
    Alvarez & Marsal Taxand
    6:15 - 8:15 PM, Gerson 126
    Topic: TBD

  • FEBRUARY 16, 2017

    Dara Simon and Chris Rux
    Cherry Bekaert
    6:15 - 8:15 PM, Gerson 126
    Topic: Tax or Audit?

  • MARCH 16, 2017

    Jay Hutto and Kris Hutchins
    James Moore & Company
    6:15 - 8:15 PM, Gerson 126
    Topic: Marijuana Businesses and Code Section 280E
    About the Speakers:

    Jay Hutto

    Jay Hutto is a UF FSOA graduate in 1989 and 1990 and is now a partner with James Moore & Company.



    Kris Hutchins

    Kris Hutchins is a UF FSOA graduate in 2013 and is now a tax manager with James Moore & Company.

  • MARCH 23, 2017

    Andy Schrader
    Siemens
    6:15 - 8:15 PM, Gerson 126
    Topic: Accounting Challenges and Views from inside Siemens
    About the Speaker:

    Andy Schrader

    Andy has 24 years’ experience in accounting and finance in large, multinational companies. He has worked for IBM, Allied-Signal and for the last 18 years has worked for Siemens in a series of roles of increasing responsibility involving budgeting and planning, forecasting, general ledger accounting, subsidiary governance and quality management. He has worked in various business groups and done an international assignment. His current role is Director of Financial Statements and Audit Interface for the US Central Accounting group.

    He is a graduate of the University of Florida, earning his bachelor’s and master’s degree in accounting. He has passed the CPA and CMA exams and also qualified in Six Sigma. He currently lives in Orlando, Florida with his wife and two children.

  • MARCH 30, 2017

    Speaker Series Exit Survey
    6:00 - 6:45 PM, Gerson 126


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Warrington College of Business
BRY 100
PO Box 117150
Gainesville, FL 32611-7150
Phone: 352.392.2397
Fax: 352.392.2086

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