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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.

August 27, 2009
Rand Meyer
KPMG
Time and Location: 6:15 - 8:15 PM, Gerson 126
Topic: Branding You
About the Speaker
Rand Meyer
Rand is an Audit partner in KPMG's Atlanta office. During his 20-year career with KPMG, he has worked primarily in the firm's insurance practice, providing audit and advisory services to many significant public and private insurance companies and other financial services firms. Additionally, Rand is KPMG's Southeast Lead Recruiting Partner and serves on the Advisory Board to the Tull School of Accounting at the University of Georgia.
September 3, 2009
Speaker Panel
Protiviti and WTAS LLC
Time and Location: 6:15 - 8:15 PM, Gerson 126
About the Speakers
Phil Fretwell
Protiviti
Topic: Fraud Trends in Today's economy
Phil Fretwell is a Managing Director in the Orlando office and has overall responsibility for Protiviti's Florida offices as well as the firm's operations in Latin America. He also serves on Protiviti's Quality and Risk Management Committee. Phil has over 25 years of experience, including 19 years in public accounting and 8 years as a "Big Five" audit partner.
Phil received a bachelor's degree in accounting with a minor in computer science from Florida State University in 1982 where he graduated with high honors. He received a master of business administration from Florida State University in 1983. He is a Certified Public Accountant in Florida, and a member of the American and Florida Institutes of Certified Public Accountants and the Institute of Internal Auditors. He has served as the Chairman of the Board of Junior Achievement of Central Florida and the President of the University of Central Florida Accounting Advisory Board. He also served on the Board of Directors of the Heart of Florida United Way as a member of the Executive Committee and the Chairman of the Finance Committee.
Kristin Allen
Protiviti
Topic: Fraud Trends in Today's economy
Kristin Allen is an Associate Director in Protiviti's Tampa office and has 10 years of internal audit and consulting experience at Protiviti and Arthur Andersen. She specializes in Finance Transformation, Sarbanes-Oxley Advisory Services and Outsourced and Co-sourced Internal Audit Services.
Kristin holds a Masters of Accountancy degree from the University of South Florida and is a Certified Public Accountant. She is also a Certified Internal Auditor and holds an accreditation in Internal Audit Quality Assessment Validation which allows her to conduct Quality Assurance Reviews as required by the Institute of Internal Auditors Professional Standards. Kristin is a member of the University of South Florida Accounting Circle Board and is a member of the AICPA, the FICPA and the IIA.
Dean Feria
WTAS LLC
Topic: How Tax and Valuation Professionals Work Together Dean is a Managing Director with Wealth and Tax Advisory Services (WTAS LLC) and currently leads WTAS' Florida Valuation Practice. In this capacity, he coordinates valuation engagements for financial statement reporting, tax planning and compliance, mergers, strategic planning and restructuring.
Dean's professional experience includes more than fifteen years serving clients in the technology, manufacturing, retailing, real estate, hospitality and venture capital industries.
Before joining WTAS, Dean was a senior manager in the valuation services practice for an international professional firm. Prior to that, he was a Director in the valuation services practice of another professional services firm.
Dean holds the Chartered Financial Analyst (CFA) and the Accredited Senior Appraiser (ASA) designations. He graduated from Florida International University with a B.B.A. (1992) and the University of Florida with an M.B.A. (1994). He is frequent speaker on valuation issues and has presented to the University of Florida, the Palm Beach Estate Planning Council and the Greater Miami Chapter of the American Society of Appraisers.
Michael Kohner
WTAS LLC
Topic: How Tax and Valuation Professionals Work Together Michael is a founding member of Wealth and Tax Advisory Services (WTAS LLC) and currently heads the firm in Florida. In this capacity, he coordinates the activities of tax, accounting, financial planning and valuation professionals in servicing public companies, closely-held businesses, venture capital firms, high net worth families and corporate executives. Michael's professional experience includes more than twenty three years in technology, franchising, distribution, real estate, entertainment and venture capital. He consults with his clients with respect to various corporate issues such as federal and state income tax planning, deal structuring, merger and acquisitions, due diligence, joint ventures, reorganizations and FAS 109/FIN 48 as well as family wealth transfer planning.
Michael was previously a tax partner with Arthur Andersen. While at Andersen, he was in charge of both the Real Estate Tax Group for the State of Florida and the West Palm Beach Tax Department. In addition, he was a member of the Arthur Andersen firm wide technical advisory groups for both Corporations and Pass-through entities. Prior to that, Michael was a tax manager with Price Waterhouse. He graduated from the University of Florida with both a B.S. in Accounting with Honors (1984) and a Masters in Accounting (1986).
His professional and business affiliations include: Member of Fisher School of Accounting Advisory Council; University of Florida Foundation - Leadership Gifts Committee; Former Past-President of the Palm Beach County Gator Club; President of the Education Foundation of Palm Beach County; Member of the Palm Beach Economic Council; Past-President of the Palm Beach County Estate Planning Council, National Ambassador of the American Committee for the Weizmann Institute of Science; the Jewish Federation of Palm Beach County Business & Professions Cabinet Member and Foundation Professional Advisory Committee; Member of the Florida Venture Forum; Guest lecturer at the University of Florida, Florida Institute of Certified Public Accountants (FICPA), and the Florida Bar Tax Division; member of the tax section of the American Institute of Certified Public Accountants and a member of the FICPA.
September 10, 2009
Chuck Seets
Ernst & Young
Time and Location: 6:15 - 8:15 PM, Gerson 126
About the Speaker
Chuck Seets
Ernst & Young Southeast Business Development Leader
Topic: A front row view at a career in public accounting
Chuck is a Principal and member of Ernst & Young's Southeast Area Operating Committee. He has over 25 years of experience in a variety of industries in both corporate and firm roles. Among his current responsibilities, Chuck leads a practice unit focused on areas such as client retention and satisfaction, marketing operations, and business development with strategic companies throughout the Southeast. In this capacity, he interacts with clients to understand their business imperatives and aligns the global resources of Ernst & Young accordingly.
Among his recent initiatives, Chuck organized the formation of the Southeast Audit Committee Network, a group of 20 Fortune 1000 Audit Committee Chairs who meet quarterly to discuss leading practices and practical insights into the challenges facing audit committee members. The observations from those discussions are subsequently published and shared with clients in both print and over the internet on Ernst & Young's Audit Committee Community HomeSpace. He has also led the development of similar professional networks for Chief Financial Officers, Controllers, Internal Audit Directors, and Tax Directors across the Southeast.
Chuck joined the firm in 1997 in Charlotte, NC before relocating to Atlanta, GA in 2001. He serves on the Board of Directors of Central Atlanta Progress and the Georgia Chamber of Commerce. Chuck is also active in numerous civic organizations including the Juvenile Diabetes Association, the National Kidney Foundation, the Alexis de Tocqueville Society of the United Way, Dunwoody Country Club Board of Governors (Chairman - Long-range Planning), The Swift School, and as an Elder of St. Luke's Presbyterian Church.
A graduate of the University of North Carolina at Chapel Hill, Chuck has post-graduate training at a variety of universities, including completion of General Electric's Financial Management Program.
Chuck and his wife, Kelly, have three children. His interests include golf, coaching youth sports, and boating.
September 17, 2009
Anne M. Lang
Grant Thornton
Time and Location: 6:15 - 8:15 PM, Gerson 126
About the Speaker
Anne M. Lang
Topic: Corporate Social Responsibility
Anne M. Lang is chief human resources officer (CHRO) and principal of Grant Thornton LLP. With more than 5,800 personnel in the United States, Grant Thornton provides assurance, tax and advisory services to public and private clients.
As CHRO since 2005, Anne oversees Grant Thornton's HR strategy. She was instrumental in defining and enhancing the Grant Thornton Experience, which forms the foundation of the firm's culture. Under Anne's leadership, Grant Thornton has been named to Working Mother's 100 Best Companies list, Pink Magazine's Top Companies for Women and BusinessWeek's Best Places to Launch a Career.
Prior to joining Grant Thornton in 2004, Anne spent more than 20 years at Arthur Andersen LLP as a partner and director of human resources. Anne holds a B.A. in Communication Arts from the University of Wisconsin, Madison and currently serves on the Council for Adult & Experiential Learning (CAEL) Board of Trustees, on the Finance Council of Holy Name Cathedral, and as an advisory board member for Catholic Charities.
September 24, 2009
Robert Tache
Deloitte.
Time and Location: 6:15 - 8:15 PM, Gerson 126
About the Speaker
Robert Tache
Topic: TBA
Robert is the leader of Deloitte Tax's international tax practice for the Southeast Region of the United States and is a tax partner in our Miami office. Deloitte Tax's Southeast Region international tax practice is comprised of 17 partners and directors and over 100 tax professionals. Deloitte Tax's Florida tax practice is comprised of 12 partners and directors and over 100 tax professionals.
Robert has 20 years of experience delivering complex tax consulting and compliance services to large, multinational public and private companies. During Robert's career, he has developed a specialization in implementing international tax strategies, including working with clients on cross-border merger, acquisition and divestiture transactions. Robert also has significant experience in overseeing the delivery of international tax compliance and tax reporting and overseeing the delivery of transfer pricing studies to his clients.
Robert's clients include some of the largest public and private companies headquartered in Florida.
Robert is a Florida CPA who graduated from the University of Florida with a Master of Science in Accounting, with specialization in Taxation, in 1989, and a Bachelor of Science in Accounting (with Honors) in 1988.
October 1, 2009
Mike Balter
RSM McGladrey
Time and Location: 6:15 - 8:15 PM, Gerson 126
About the Speaker
Mike Balter
Partner McGladrey & Pullen LLP
Topic: Being Proactive in a Difficult Economy
Mike Balter is a Managing Director with RSM McGladrey and serves as the Leader of the firm's Florida Construction Practice. He has nearly 20 years of experience providing general business and financial accounting and reporting guidance to construction companies. Mike is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants (FICPA), the FICPA Construction Committee, the financial counsel to the Association of General Contractors, the Construction Association of South Florida, Associated Builders and Contractors and serves as Director and Past President of the Construction Financial Management Association. Mike has been prominently featured in a number of industry publications including the Construction Focus, Construction Ink, and Building Florida. He has authored the Financial Management Section of the Contractors Manual for the Associated Builders and Contractors organization.
October 8, 2009
John Payne
PricewaterhouseCoopers
Time and Location: 6:15 - 8:15 PM, Gerson 126
About the Speaker
John Payne
PwC Atlanta Market Diversity Leader
Topic: Global Beads
As the Diversity Leader for PricewaterhouseCoopers' Atlanta Market, John works with the firm's national Office of Diversity and local office leaders to develop and implement strategies to achieve important business objectives. Primary areas of focus include recruiting, retaining and developing a diverse workforce at all levels of PwC.
John joined the firm in 2005 in Tampa, Florida. He started as a member of the US IT Business Management Group's communications team, and he also served as the Strategy and Planning Manager for the Global Strategic Sourcing group. While on a tour of duty in London, he worked with the UK Firm's Diversity Manager on several projects.
Originally from Fredericksburg, Virginia, John received his bachelor's degree in mass communications from Virginia Commonwealth University in Richmond.
Spring 2009 Professional Speaker Series
Fall 2008 Professional Speaker Series
Spring 2008 Professional Speaker Series
Fall 2007 Professional Speaker Series
Spring 2007 Professional Speaker Series
Fall 2006 Professional Speaker Series
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