51����

10:20 – 11:20 am: Concurrent Sessions:

• Track 1: Beyond Controls: Getting Real 51���� Fraud (KEY-3) | James R. Unger Global Forum (Room 330)
  • SPEAKER: Anne De Traglia - Sabre Corp
• Track 2:  Impairment Testing Considerations and Procedures (A&R-4) | Room 301
  • SPEAKERS: Robert A. Hauptman, John Durbin, Manish Garg - Stout Advisory Services; Boki Lemajic - Hyland Software
• Track 3: Effective Data Driven Storytelling (FP&A-2) | Room 124 
  • SPEAKER: Ron Monteiro - KICT Inc.
• Track 4: Current Trends Shaping the Future of FP&As (FP&A-6) | Room 334
  • SPEAKERS: Matt Soful, Jeff Priest - OneStream Software; Cory Hindel - PwC
• Track 5: Chief Tax Officers Panel Discussion (TAX-1) | Crawford Hall Business Theater (Room 224/324)
  • SPEAKERS: Jenelle Wolfe, Shane Maloney - Eaton; Tom Fagan - Armanino; Christopher De Penti - Keybank

11:20 – 12:00 pm: Lunch Break | Rooms: 120, 122, 222, 230, 232

12:05 – 12:40 pm: Keynote –&�Բ�����;Love Mondays: A New Perspective on Work and Performance in Finance and Accounting (KEY-4) | James R. Unger Global Forum (Room 330)
SPEAKER: Ron Monteiro - KICT Inc.

12:50 – 1:55 pm: Concurrent Sessions:

• Track 1: Chief Audit Executive (CAE) Panel (AUD-1)  | Room 124
  • SPEAKERS: Lisa Stiffler - KPMG; Colin Wilkinson – Parker Hannifin; Rob Thompson – Lincoln Electric; Janis Thiedemann – Quanex; Quo Vadis Cobb – Jacobs Engineering; Anne De Traglia
• Track 2: SAP Analytics Cloud with AI-driven forecasting and planning (FP&A-8) | Crawford Hall Business Theater (Room 224/324)
  • SPEAKER: Evan Sevits - SAP Americas
• Track 3: CPM Before ERP: Rethinking the Traditional Transformation Sequence (FP&A-7) | Room 401
  • SPEAKERS: Matt Soful, Jeff Priest - OneStream Software; Cory Hindel - PwC
• Track 4: Value Strategy & Modeling (A&R-5) | Room 334
  • SPEAKERS: Tim Osborne, Adam Jorgensen - Stout Advisory Services
• Track 5: Streamlining Financial and Accounting Data Prep with Power Query (TECH-4)  | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)   
  • SPEAKER: George Mount - Stringfest Analytics
• Track 6: Tax Accounting Refresher and Hot Topics (TAX-2) | Room 301
  • SPEAKER: David Oriani - PwC

2:00 – 3:15 pm: Concurrent Sessions:

• Track 1: CXO and Corporate Controller Panel Discussion (A&R-3) | Crawford Hall Business Theater (Room 224/324)
  • SPEAKERS: Stacy Gilbert, Ron Lewis - KeyBank; Gordon Edwards – Akron Children’s Hospital; Steve McNally – IMA
• Track 2: Value Strategy & Modeling - Q&A session (A&R-6) | Room 301 
  • SPEAKERS: Tim Osborne, Adam Jorgensen - Stout Advisory Services
• Track 3: Ethical Application of Artificial Intelligence: Guiding Principles for Accountants - Session 1 of 2 (L&M-1) | Room 124
  • SPEAKERS: Tiffany Crosby - The Ohio Society of CPAs; Justin P. Breidenbach - Capital University
• Track 4: Governance That Fits: Designing an Internal Control Environment for Private Companies (AUD-2) | Room 401
  • SPEAKER: Dana Mountjoy – BMF - Bober Markey Fedorovich
• Track 5: When Control Failures Lead to Fraud – Best Practices for Internal Auditors (AUD-3) | Room 430
  • Patricio Munoz - KPMG
• Track 6: Corporate Tax Policy Update (TAX-3) | Room 432
  • SPEAKERS: Atirek Ratani, Sophie Yin, Jess Morgan - EY
• Track 7: SAP Analytics Cloud – Interactive Deep Dive for FP&A (FP&A-9) | Room 334
  • SPEAKER: Evan Sevits - SAP Americas

3:15 – 3:30 pm: Afternoon Coffee Break | Donald S. and Johnna F. Grant Atrium

3:30 – 4:45 pm: Concurrent Sessions:

• Track 1: Strategic Tax Planning for Business Stability and Sale Readiness (TAX-4) | Room 432
  • SPEAKER: David Silverman - Somich & Associates CPAs
• Track 2: Tax for Non-Tax Accountants (TAX-5) | Room 401
  • SPEAKER: Christopher J. De Penti, CPA - KeyCorp
• Track 3: Building Financial and Accounting Data Models with Power Pivot (TECH-5) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
  • SPEAKER: George Mount - Stringfest Analytics
• Track 4: Ethical Application of Artificial Intelligence: Guiding Principles for Accountants - Session 2 of 2 (L&M-1) | Room 124
  • SPEAKERS: Tiffany Crosby - The Ohio Society of CPAs; Justin P. Breidenbach - Capital University
• Track 5: AI Agents: Transforming the Internal Audit Landscape (AUD-4) | Room 334
  • SPEAKERS: Sean Humphreys & Ben Franjesevic  - Protiviti

4:50 – 5:15 pm: Closing Remarks & Door Prizes | Donald S. and Johnna F. Grant Atrium
SPEAKERS: Norman Meonske - Conference Founder; Deborah Spake - Dean of The 51���� Ambassador Crawford College of Business and Entrepreneurship

5:15 – 6:00 pm: Reception | Donald S. and Johnna F. Grant Atrium