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.

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 2023

James Moore
6:15-7:30pm, In-Person, GER 126
Speakers: Marie Monet
Topic: More than Just Numbers – Data Analytics in Practice

Marie Monet

Marie Monet, CPA, CGMA, CITP Director, Business Intelligence & Data Analytics

Marie has over 20 years of experience working with some of the world’s largest organizations focusing on process automation, analytics, and financial technology. Her primary focus is to serve her clients by bringing them the best practices and insight gained over her years of experience.

 

MEMBERSHIPS & RECOGNITIONS

American Institute of Certified Public Accountants

Florida Institute of Certified Public Accountants

Association of Computers & Taxation

AICPA Standing Ovation Award – Information Management & Technology Assurance Services

Stetson University – Disruptive Leadership Program Advisor

 

EXPERIENCE

With more than 20 years of experience, Marie is a director at James Moore and serves clients in a variety of industries, including nonprofits, regulated utilities, higher education entities, manufacturing, private businesses, and more. Marie focuses on providing client solutions in the areas of process redesign, automation, and data analytics and visualization.

Through her experience, she has helped numerous organizations redesign and automate their financial reporting process. In addition, she has helped organizations leverage their data to strengthen their operations and performance.

Prior to joining James Moore, Marie worked for a Fortune 500 company and for a Big 4 accounting firm, where she focused on process redesign, automation, and data analytics.

 

EDUCATION & CONTINUING PROFESSIONAL EDUCATION

Marie received her Master of Taxation and Bachelor of Arts in Accounting from Florida Atlantic University. She received her Computer Programming Specialist designation from Palm Beach State College.

Honeywell
6:15-7:30pm, In-Person, GER 126
Speakers: Candy Poels
Topic:What it is like to work in Corporate Finance/Accounting

Candy Poels

Candy Poels is Program Leader for the U.S. Future Finance Leader’s Program at Honeywell. Candy is responsible for all aspects of recruiting, the internship program, and participant career development throughout the program.

 

Honeywell is a Fortune 100 software-industrial company that delivers industry specific solutions that include aerospace and automotive products and services; control technologies for buildings, homes, and industry; and performance materials globally. Our technologies help everything from aircraft, cars, homes and buildings, manufacturing plants, supply chains, and workers become more connected to make our world smarter, safer, and more sustainable.

Prior to this role, Candy was Bombardier Sr. Finance Manager responsible for planning, accounting, financial analysis and strategic goal alignment. Prior to that she was the Airbus Sr. Finance Manager, Manager of Financial Planning and Analysis, Manager for the OEM, Aftermarket, & Engineering Cost Accounting group, and held various other roles in accounting and finance.

Candy holds a bachelor’s degree in accounting and a Master’s in Business Administration from W. P Carey School of Business at Arizona State University.

Marcum
6:15-7:30pm, In-Person, GER 126
Speakers: Michael Balter, CPA, MBA
Topic: The New Generation Of Public Accounting

Michael Balter

Mr. Balter joined Marcum in 2014 with more than 25 years of client service experience in the construction, manufacturing, distribution, and service industries.

Mr. Balter holds an MBA from Florida Atlantic University and a BS in Accounting from the University of Florida, where he serves on the Accounting Advisory Board. He is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), and the Association for Corporate Growth (ACG) – South Florida. He is also a Board member and past president of the Construction Financial Management Association (CFMA) and is chairman of the FICPA Construction Conference.

Mr. Balter authored the Financial Management section of the Contractors Manual for Associated Builders and Contractors (ABC) and recently completed his term as financial counsel for the South Florida chapter of the Associated General Contractors (AGC) of America. He also is a regular contributor to industry journals including Construction Focus, Construction Ink, and Building Florida.

Deloitte
6:15-7:30pm
Speakers: TBA
Topic: TBA

Protiviti
6:15-7:30pm, In-Person, GER 126
Speakers: Jeff Hartman, Brianna Gregorio, Katie Giordano
Topic: Protiviti Overview & a day in the life of a Protiviti Consultant

Jeff Hartman

Jeff Hartman

Jeff is a Managing Director in Internal Audit based in Orlando, FL. He has a CPA and over 25 years of public accounting, auditing, and private industry experience primarily focused in Hospitality, Real Estate, and Construction. Jeff’s prior experience include E&Y’s Real Estate Group and as a Finance Manager at Walt Disney World.


Brianna Gregorio

Brianna Gregorio

Brianna started her journey at Protiviti in June of 2021 as an intern (fully remote due to COVID-19) in the Risk & Compliance practice, where she focused on regulatory compliance and program assessments. She earned a Bachelor of Science in Finance from the University of Florida in April 2022 and returned as a Consultant within the Internal Audit & Financial Advisory practice in August of 2022. Her experiences thus far have been in public SOX engagements, in which she performs financial controls review. ​


Katie Giordano

Katie Giordano

Katie is a Graduate Senior Recruiter at Protiviti. She has been at Protiviti for 6.5 years and started her career in Internal Audit at Protiviti after graduating from UF in 2016 with a bachelor’s degree in Finance.

FORVIS
6:15-7:30pm, In-Person, GER 126
Speakers: TBA
Topic: TBA

No photo available

TBA

Grant Thornton
6:15-7:30pm, In-Person, GER 126
Speakers: TBA
Topic: TBA

No photo available

TBA

KPMG
6:15-7:30pm, In-Person, GER 126
Speakers: Jeff Cooperman, Devin Beeler, Sarah Florian
Topic: Interactive Alteryx Workshop

NOTE: Students should bring their laptop computers to class for this session.


Devin Beeler

Devin Beeler (Senior Associate, Tampa Audit)


Jeffrey Cooperman

Jeff Cooperman (Senior Manager, Miami Audit)


Sarah Florian

Sarah Florian (Senior Associate, Tampa Audit)


Past Speakers