39th Annual Industry, Commerce, & Banking Conference

Description

This conference is designed for CFOs, controllers, managers, and accountants in industry, banking, and private practice.

Download the Conference Brochure

Agenda

    Thursday, October 24, 2019

  • 8:00AM - 8:50AM / General Sessions
    How to Identify an SBA Opportunity

    Presentation highlights: description of SBA 7a program, advantages for clients compared to conventional financing, examples of SBA benefits and structures, and description of the SBA 504 program

    Credits

    1 Other

    Speakers

    Itzel Meador,
    Simmons Bank

  • 8:55AM - 9:45AM / General Sessions
    Working in an Agile Environment

    Credits

    1 Accounting and Auditing

    Speakers

    Vickie Chinchar,
    Walmart

  • 9:55AM - 10:45AM / General Sessions
    Business & Politics

    Credits

    1 Other

    Speakers

  • 10:50AM - 11:40AM / General Sessions
    Banking Update

    Credits

    1 Other

    Speakers

  • 12:10PM - 1:50PM / General Sessions
    Mid-Year 2019 Accounting & Auditing Update

    This session will summarize FASB Accounting Standard Updates effective for 2019 and future years based on the latest FASB Board decisions. In addition, if time permits, the session will give brief highlights of selected upcoming changes to auditing standards promulgated by the AICPA and PCAOB that may be of interest to industry accounting professionals.

    Credits

    2 Accounting and Auditing

    Speakers

    Calvin Rowland,
    HoganTaylor LLP

  • 2:00PM - 2:50PM / General Sessions
    Healthcare Captives and New Strategies in Healthcare Insurance

    Credits

    1 Other

    Speakers

    Greg Hatcher,
    The Hatcher Agency

  • 2:55PM - 3:45PM / General Sessions
    Economic Update

    Credits

    1 Other

    Speakers

    Michael Preston,
    Arkansas Economic Development Commission

  • 3:45PM - 4:35PM / General Sessions
    Arkansas State Board Ethics: 2019 Update

    The presentation will cover recent changes in Accountancy law and State Board Rules. I would like to come for lunch and attend the remainder of the day. Attached is my bio and the PowerPoint presentation.

    Credits

    1 Ethics (ASBPA)

    Speakers

    Tim Montgomery,
    Board Investigator, Arkansas State Board of Public Accountancy

  • Friday, October 25, 2019

  • 8:00AM - 8:50AM / General Sessions
    Leadership: The Human Advantage

    Leaders inspire, motivate, and encourage team members to do things they didn’t know they could do. Join Kimberly Ellison-Taylor, CPA, CGMA for a discussion on how leaders can cultivate high performing, inclusive teams in the Age of the Machines.

    Credits

    1 Other

    Speakers

  • 8:50AM - 9:40AM / General Sessions
    The Future is Now

    Artificial intelligence. Big data. Blockchain. Technology is creating limitless possibilities and disruptions for the accounting profession. Join Kimberly Ellison-Taylor, CPA, CGMA as she discusses the many opportunities for accounting and finance professionals to harness the power of emerging technologies to ReImagine the scope of today, creating even more value for the clients and businesses they serve.

    Credits

    1 Other

    Speakers

  • 9:50AM - 10:40AM / General Sessions
    Cannabis Industry

    Credits

    1 Tax

    Speakers

    Curtis Winar,
    Director of Strategic Services, Valua, Frost PLLC

  • 10:40AM - 11:30AM / General Sessions
    Tax Update

    Credits

    1 Tax

    Speakers

    Adam Jones,
    Tax Manager, Frost PLLC

    Jenny Massanelli,
    Frost PLLC

  • 12:00PM - 12:50PM / General Sessions
    Processes & Procedures to Stay Safe in an Ever Changing Cyber World

    Credits

    1 Other

    Speakers

    Christopher Shudy,
    Federal Bureau of Investigation

  • 1:00PM - 2:40PM / General Sessions
    Identity Theft Identification & Prevention

    Discusses Identity Theft identification which includes legal definition, risk statistics, various types with execution methodologies and illustrative case studies. Procedures designed to prevent identity theft are also presented.

    Credits

    2 Accounting and Auditing

    Speakers

    Jerry Spratt,
    President, Spratt Financial Forensics Inc

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Agenda

    Thursday, October 24, 2019

  • 8:00AM - 8:50AM / General Sessions
    How to Identify an SBA Opportunity

    Presentation highlights: description of SBA 7a program, advantages for clients compared to conventional financing, examples of SBA benefits and structures, and description of the SBA 504 program

    Credits

    1 Other

    Speakers

    Itzel Meador,
    Simmons Bank

  • 8:55AM - 9:45AM / General Sessions
    Working in an Agile Environment

    Credits

    1 Accounting and Auditing

    Speakers

    Vickie Chinchar,
    Walmart

  • 9:55AM - 10:45AM / General Sessions
    Business & Politics

    Credits

    1 Other

    Speakers

  • 10:50AM - 11:40AM / General Sessions
    Banking Update

    Credits

    1 Other

    Speakers

  • 12:10PM - 1:50PM / General Sessions
    Mid-Year 2019 Accounting & Auditing Update

    This session will summarize FASB Accounting Standard Updates effective for 2019 and future years based on the latest FASB Board decisions. In addition, if time permits, the session will give brief highlights of selected upcoming changes to auditing standards promulgated by the AICPA and PCAOB that may be of interest to industry accounting professionals.

    Credits

    2 Accounting and Auditing

    Speakers

    Calvin Rowland,
    HoganTaylor LLP

  • 2:00PM - 2:50PM / General Sessions
    Healthcare Captives and New Strategies in Healthcare Insurance

    Credits

    1 Other

    Speakers

    Greg Hatcher,
    The Hatcher Agency

  • 2:55PM - 3:45PM / General Sessions
    Economic Update

    Credits

    1 Other

    Speakers

    Michael Preston,
    Arkansas Economic Development Commission

  • 3:45PM - 4:35PM / General Sessions
    Arkansas State Board Ethics: 2019 Update

    The presentation will cover recent changes in Accountancy law and State Board Rules. I would like to come for lunch and attend the remainder of the day. Attached is my bio and the PowerPoint presentation.

    Credits

    1 Ethics (ASBPA)

    Speakers

    Tim Montgomery,
    Board Investigator, Arkansas State Board of Public Accountancy

  • Friday, October 25, 2019

  • 8:00AM - 8:50AM / General Sessions
    Leadership: The Human Advantage

    Leaders inspire, motivate, and encourage team members to do things they didn’t know they could do. Join Kimberly Ellison-Taylor, CPA, CGMA for a discussion on how leaders can cultivate high performing, inclusive teams in the Age of the Machines.

    Credits

    1 Other

    Speakers

  • 8:50AM - 9:40AM / General Sessions
    The Future is Now

    Artificial intelligence. Big data. Blockchain. Technology is creating limitless possibilities and disruptions for the accounting profession. Join Kimberly Ellison-Taylor, CPA, CGMA as she discusses the many opportunities for accounting and finance professionals to harness the power of emerging technologies to ReImagine the scope of today, creating even more value for the clients and businesses they serve.

    Credits

    1 Other

    Speakers

  • 9:50AM - 10:40AM / General Sessions
    Cannabis Industry

    Credits

    1 Tax

    Speakers

    Curtis Winar,
    Director of Strategic Services, Valua, Frost PLLC

  • 10:40AM - 11:30AM / General Sessions
    Tax Update

    Credits

    1 Tax

    Speakers

    Adam Jones,
    Tax Manager, Frost PLLC

    Jenny Massanelli,
    Frost PLLC

  • 12:00PM - 12:50PM / General Sessions
    Processes & Procedures to Stay Safe in an Ever Changing Cyber World

    Credits

    1 Other

    Speakers

    Christopher Shudy,
    Federal Bureau of Investigation

  • 1:00PM - 2:40PM / General Sessions
    Identity Theft Identification & Prevention

    Discusses Identity Theft identification which includes legal definition, risk statistics, various types with execution methodologies and illustrative case studies. Procedures designed to prevent identity theft are also presented.

    Credits

    2 Accounting and Auditing

    Speakers

    Jerry Spratt,
    President, Spratt Financial Forensics Inc


Review and choose your sessions and options above.


Speakers

Itzel Meador

SBA Regional Manager of Sales and Business Development

AREA OF FOCUS: SBA loans; Business acquisitions and expansions; restructuring of existing debt; alternative financing options for growing businesses

EXPERIENCE: Simmons Bank named Itzel Meador as Small Business Administration (SBA) Regional manager of sales and business development for its eight-state footprint in May 2019. Meador’s responsibilities include SBA loan production, oversight of Simmons’ SBA lending processes and customer experience. Meador brings more than 20 years of experience to her role at Simmons, having previously served as vice president in the commercial lending group at Regions Bank in Arkansas. Prior to joining Regions team in 2015, she spent 15 years at Arkansas Capital Corporation, an Arkansas nonprofit lending company that specialized in SBA lending. While at Arkansas Capital Corporation, Itzel Meador saw several small business applicants with good plans, drive, and determination but who could not meet normal banking requirements for commercial loans due to the risk of the business, lack of collateral, start-up nature, or seasonal nature of the venture. To overcome this problem and to provide a financial tool to help foster entrepreneurial growth in Arkansas, Ms. Meador became a strong proponent of utilizing the Small Business Administration Guaranty Programs, as well as the SBA 504 Program. Over the past 20 years, her determination to help small business owners has led to over $450 million dollars of financial assistance to small businesses by using SBA loan products.

ACADEMIC BACKGROUND: University of TX (Dallas)- Bachelor of Science, Business Administration

PROFESSIONAL ASSOCIATIONS: NLR Chamber of Commerce member COVERAGE AREA: State of Arkansas, Missouri, Tennessee, Texas, Oklahoma, Colorado, Kansas, and Illinois

HONORS & AWARDS: Regions Chairman’s Club Award Recipient – 2017 William H. Bowen Salesperson of the year-2016 Regions Chairman’s Club Award Recipient – 2016 RMA Commercial banker of the year-2016 SBA Financial Advocate of the Year - 2006

COMMUNITY INVOLVEMENT: RMI, Inc (SBA CDC) – Loan Review Board Children’s Protection Center (Non-Profit Organization) – Treasurer Small Business Technology Development Center – Board Member Church at Rock Creek-life group leader

Vickie Chinchar

Background Vickie Chinchar is the Vice President of Walmart Global Audit Services. She leads the International and US Operations Audit Teams. Prior to joining Internal Audit, Vickie led Global Business Services Operations with more than 3,500 associates located in US, Brazil, China, Costa Rica, Mexico and the United Kingdom. In addition to overseeing large operations for Walmart, Vickie serves as an executive sponsor for Walmart’s Hispanic Officer’s Caucus and Latino Associate Resource Group (HLARG). Before joining Walmart, Vickie spent 20 years in a variety of financial roles at Siemens Energy and Siemens Shared Services. A native Floridian, Vickie holds a Master of Business Administration from the University of Central Florida and a Bachelor’s degree in Accounting from the University of West Florida.

Education & Certifications B.S. Accounting, University of West Florida Master’s Business Administration, University of Central Florida Professional Scrum Master

Skills and Specialties P&L management, turnkey project management, strategic product positioning, technology development, and financial management of multi-site operations. Strong financial background in budgeting and forecasting, accounting and consolidation, and financial system management.

Roby Brock

Roby Brock is the executive producer and host of Talk Business & Politics, an Arkansas television program dedicated to business, politics and public affairs. Entering its 15th season in 2014, over 2,000 business and political leaders have appeared on Talk Business & Politics and been interviewed by Brock. The TV program airs on KATV Ch. 7 in Little Rock on Sunday mornings at 9 a.m. In addition to his television program and web site, TalkBusiness.net, Brock provides reports and analysis for The City Wire and KATV Ch.7. He can also be heard providing commentary and opinion on KARN News Radio and NPR’s Arkansas affiliates. He is Editor-in-chief of Talk Business & Politics, a magazine publication that is distributed to more than 16,000 business and political leaders throughout the state. Brock has an extensive background in private enterprise and the public arena, having started and managed several small businesses. He has also served on the staff of the Governor of Arkansas, headed a state agency, and worked behind the scenes in scores of political and public affairs campaigns. Today, he is the founder and President of River Rock Communications, which produces Talk Business & Politics and was the 2000 winner of a coveted Society of Professional Journalists award for his World War II documentary, “Survivors.” In 2009, he received the “Small Business Journalist of the Year” award from the U.S. Small Business Administration.

John Adams

Mr. Adams has over 35-years of community banking experience. He currently serves as President & CEO of First Security Bank’s Conway Market. He joined First Security Bank in June of 2000. He formerly was President of Regions Bank of Conway and served that bank and its predecessor First National Bank of Conway in many capacities over the years.

Mr. Adams received a graduate banking degree from the American Banker’s Association Stonier Graduate Banking School now at the Wharton School, University of Pennsylvania. He holds a MBA and BBA degree in Finance & Economics from the University of Central Arkansas.

Professionally Mr. Adams is on the faculty at the Paul W. Barret, Jr. School of Banking at Christian Brothers University in Memphis, TN and the Arkansas Bankers Association School of Lending. He serves on the Advisory Board for the University of Central Arkansas Graduate School of Business and the Arkansas Bankers Association Board of Directors. Adams was appointed in 1998 to the faculty of Risk Management Associates (RMA), the Philadelphia based leading credit risk management professionals association and has led lenders training on the topic of Real Estate Development in over 35 locations across the nation.

Adams has been involved in many civic activities. He is a previous Chairman of the Board of Directors of the Conway Area Chamber of Commerce. He received the Chamber’s highest honor - The Distinguished Service Award in 2009 for his deep community involvement and strategic help in recruiting Hewlett-Packard to Conway. Adams is the former Board Chair of the Board of Directors of Conway Corporation and on the Conway Development Corporation Board. He is a former Treasurer of the Conway Rotary Club where he was named a Paul Harris Fellow, the Arkansas Banker’s Association Board and has led successful major capital fund raising campaigns for Bethlehem House, a non-profit homeless shelter and Renewal Ranch, a non-profit, faith-based addiction recovery center. He is a 1988 graduate of the Faulkner County Leadership Institute and received the Dan Nabholz Leadership Award in 2000 from the alumni of the institute. He is a former chairman of the Faulkner County Day School Board of Directors and has served on the Community Foundation of Faulkner County, Main Street Conway, Conway Jaycees and the United Way of Faulkner County Boards among others.

He is married to Stacia Adams and has two married daughters. He and his family attend Fellowship Bible Church of Conway.

Calvin Rowland

Calvin Rowland is an assurance partner in the Tulsa, Oklahoma office of HoganTaylor LLP. HoganTaylor is one of the largest business advisory and public accounting firms in Oklahoma and Arkansas. The Firm has more than 300 employees and provides tax, assurance, risk, business advisory, accounting and many specialty and industry-focused services. He began his professional career with the HoganTaylor predecessor firm Tullius Taylor Sartain & Sartain in July 2000. During his tenure at the firm, he has provided assurance and business consulting services to a wide range of both publicly and privately-held clients in various industries including manufacturing, distribution, insurance, construction, oil and gas, colleges and universities, employee benefit plans, and non-profit organizations. Calvin continues to work with publicly and privately held companies within the firm’s geographic area. He enjoys serving small growing companies as well as the challenge of leading the audit engagements of mid-size companies. As a member of HoganTaylor’s non-profit practice group, he maintains a working knowledge of the increasingly complicated accounting issues facing these organizations. He also has substantial experience in the insurance industry previously serving as the lead engagement partner on the audit of a regional commercial insurance company and providing litigation support services as an insurance accounting expert. In addition to his client responsibilities, Calvin leads the firm’s A&A technical team, responsible for helping all firm members evaluate and conclude on complex financial accounting issues. .CERTIFICATIONS & HONORS • Certified Public Accountant • Oklahoma Society of CPAs’ Trailblazer Award, 2013 PROFESSIONAL & CIVIC AFFILIATIONS • American Institute of Public Accountants • Oklahoma Society of Certified Public Accountants • Rotary Club of Tulsa EDUCATION • B.S., Agricultural Economics, Oklahoma State University, Summa Cum Laude • A.S., Agriculture, Eastern Oklahoma State College

Greg Hatcher

Greg Hatcher started The Hatcher Agency from scratch in September of 1990 with a loan from the bank, an assistant, and 500 square feet of office space. He signed a 3-year lease on that 500 square feet of office space thinking it would be all he would ever need. At the end of the first year, he had outgrown his office space had grown to 7 employees and produced more insurance in his first year of business than any agent in the state of Arkansas. Three years later in 1993, The Hatcher Agency was named Arkansas' Small Business of the Year by Arkansas Business and The Hatcher Agency was the largest health insurance agency in the state of Arkansas. Greg and The Hatcher Agency have been the number one producer since, leading the state of Arkansas in health insurance sales every year since they started business in 1990. Greg graduated in 1983 from Alma College with a degree in Public Relations. While at Alma, he was President of the Student Body, and lettered in soccer, wrestling and baseball. Greg was named the schools Outstanding Graduate and the TKE Fraternity's Top Fraternity Man for his local Chapter and Nationwide. Greg was also a nine-letter winner and one of the last athletes to play three varsity sports for four years at Alma College. He was captain of the wrestling team and was named first-team all-Michigan Intercollegiate Athletic Association in 1982-83. Hatcher helped the wrestling and baseball teams each capture three MIAA titles while also lettering in soccer. Following graduation, he coached baseball at Notre Dame University for 1 year before going to work for Arkansas Blue Cross Blue Shield. In Greg's 7 years at Arkansas Blue Cross Blue Shield, he was named the Account Executive of the Year, a record six consecutive times, before leaving to start his own agency in 1990. In 1999, Greg wrote the book 55 Steps to Outrageous Service, which is a book outlining the service that The Hatcher Agency delivers every day to their clients. This book has sold over 15,000 copies to date and in 2011 a publisher purchased the rights to the book and is now printing over 100,000 in paperback. The Hatcher Agency has grown to a business with 50 employees, over 650 group clients, and over 180,000 insured's. Because of his Outrageous Service philosophy, Greg and The Hatcher Agency have earned numerous awards and recognitions, including lifetime status in the Million Dollar Roundtable, recognizing the top 3 % of life insurance producers in the country and a lifetime Golden Eagle award winner by the National Association of Health Underwriters, recognizing the top 1% of health insurance producers nationwide. The Hatcher Agency is the Top Producer currently for eight different insurance companies in Arkansas. It has led the state in health insurance sales every year since they have been in business under Greg's leadership. In addition, The Hatcher Agency has been named Arkansas Business of the Year in 1993, Arkansas Business' Most Philanthropic Company in 2006, and has been named by Arkansas Business as the Best Insurance Agency every year they've done the survey. Greg Hatcher is a Chartered Life Underwriter (CLU), Chartered Health Consultant (CHC), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC). These designations account for over 50 different insurance exams and over 2,000 hours of additional study. Hatcher is the only agent in the state of Arkansas and possibly the nation to earn all five insurance designations. Greg is very involved in the community, serving as Past Chairman of The Little Rock Marathon, Baptist Health Foundation Board, Heart Ball, Heart Walk, and The Arthritis Foundation. He has been named the Sales and Marketing Executives Manager of the Year, The March of Dimes Citizen of the Year, received The Jerry Davis Corporate Award from The American Heart Association, and named Pulaski Technical College’s Business Honoree. Recently, Greg was named the Distinguished Alumnus by Alma College and was inducted into the Alma College Sports Hall of Fame (in soccer, wrestling and baseball). He was a member of three Hall of Fame wrestling teams and two Hall of Fame baseball teams. Hatcher was president of his junior class and served as president of the student body as a senior. He co-founded and was president of the Fellowship of Christian Athletes and also served as sports information director from 1981- 83.In 2008, Greg became a member of the Alma College Board of Trustees.His greatest work has come from his work in getting wrestling started in Arkansas. Hatcher founded The Arkansas Wrestling Association (AWA) and has purchased the mats for 60 high schools and 4 colleges to help get new programs started at these schools. For his efforts, he has been honored with the “Dan Gable America Needs Wrestling Award”, named WIN Magazines Man of the Year, and awarded The Certificate of Merit by The Arkansas Activities Association. Greg is most pleased over 4,000 kids now wrestle in Arkansas.

Michael Preston

Gov. Asa Hutchinson appointed Michael “Mike” Preston executive director of the Arkansas Economic Development Commission (AEDC) in March 2015 and Secretary of Commerce July 2019. Preston is highly regarded as a leading advocate in economic development. Over the years, Preston has made successful business recruitment trips to Japan, China, France, Germany, Israel, Cuba, Mexico, Italy, United Kingdom, New York City and Silicon Valley. The trips continue to play an important role in the state’s economic development efforts and have led to more than 451 projects with companies signing agreements with AEDC to locate or expand in Arkansas. These companies are investing $9.24 billion and creating more than 19,794 new jobs. Before joining AEDC, he served six and a half years as the Vice President of Government Relations for Enterprise Florida, the state’s primary economic development organization. During his tenure at Enterprise Florida, he was part of the team that helped create more than 147,000 jobs, paying an average wage of $56,437, and generating $10.07 billion in capital investment. In 2018, Preston was selected to join The Wall Street Journal’s prestigious CEO Council. It is an invitation-only group that connects some of the world’s most ambitious and influential leaders to discuss the issues shaping the future. The members lead companies that collectively employ more than eight million people, generate $2.9 trillion in annual revenue, and represent 20 countries in a wide cross section of industries. A 2005 graduate of the University of Florida, Mike and his wife Anne – along with their young son Pierce – are proud to call Arkansas home. They both volunteer in the community in a variety of ways, including the Children’s Advocacy Centers of Arkansas and the Cystic Fibrosis Foundation.

Tim Montgomery

Tim Montgomery, CPA, CISA, is an investigator with the Arkansas State Board of Public Accountancy. He graduated from the University of Houston – Downtown with a BBA in Accounting in 1992 and passed the CPA exam in 1993. Throughout his career, Tim has been the Internal Auditor for USAble Life in Little Rock, Accounting Manager for Airborne Nacelle Services in Hot Springs and Comptroller for a supply company in Pencil Bluff. He has also spent time as an Internal Audit and SOX Compliance Consultant. Before moving back to Arkansas in 2013, Tim was the Internal Audit Director for Dyersburg State Community College in Dyersburg, Tennessee. He lives in Cabot, AR with his wife Charlotte and they have four children, ages 24, 22, 18, and 8.

Kimberly Ellison-Taylor

Kimberly Ellison-Taylor is a transformational leader with a compelling background of strategy, finance, people leadership, digital engagement, business development, and technology. She has expertise in a number of industries including Public Sector, Telecommunications, Financial Services, Healthcare, and Technology. Ellison-Taylor’s career achievements include leadership roles at Oracle, Motorola, KPMG, Prince George’s County Government, and NASA Goddard Space Flight Center. Kimberly has achieved extraordinary results that include leading technology operations (including program management, applications development, network/desktops, enterprise risk management and a data center environment), change initiatives, customer relationship management, client delivery, systems implementation, and transformation as well as business development and capture management for hardware, software, and services. In her most recent role at Oracle, Kimberly serves as Global Executive Director - Finance Thought Leadership to promote transformation and digital strategies for SaaS, IaaS, and PaaS technologies in organizations of all sizes. Ellison-Taylor is also a sought after speaker on the intersection of emerging technologies and the Future of Work and the Future of Finance. Kimberly Ellison-Taylor is a former Chairman of the Board for the American Institute of CPAs (AICPA), Association of International Certified Professional Accountants, and the Maryland Association of Certified Public Accountants. She has received numerous awards and recognitions for her leadership in the profession including recognition as one of the Top 100 Most Influential People in Accounting by Accounting Today and as one of the Top 25 Most Powerful Women in Accounting by CPA Practice Advisor. Kimberly is on the University of Maryland Robert H. Smith School of Business Board of Advisors as well as the University of South Carolina Upstate George Dean Johnson Jr. School of Business and Economics Advisory Board. Ellison-Taylor continues to serve as a leader in the profession as a member of the AICPA Assurance Services Executive Committee and also as the Vice Chairman for AICPA's National Commission for Diversity and Inclusion. Notably, Kimberly has a career that spans both technology and accounting and she has an undergraduate degree in Information Systems Management from the University of Maryland Baltimore County (UMBC), a Master of Business Administration from Loyola University, an Accounting Certificate from the Community College of Baltimore County, a Master of Science in Information Technology Management from Carnegie Mellon University (CMU) as well as a Chief Information Officer Certificate from CMU. She has also completed Oracle’s Leadership in Action program that included learning modules from the University of Chicago – Booth School. Kimberly holds a Certified Public Accountant license, Chartered Global Management Accountant designation and a Certified Information Systems Auditor credential. Kimberly has been recognized by both UMBC and by CMU as a Distinguished Alumna for her technology leadership and influence in the market place. Kimberly Ellison-Taylor is also a community service leader and recently completed 8 years of leadership for a local chapter of Sigma Gamma Rho Sorority, Inc. where she volunteered on programs for youth, families, seniors, and the military.

Curtis Winar

Curtis Winar is director of strategic services, valuation and litigation services for Frost, PLLC, a public accounting and consulting firm headquartered in Little Rock, Arkansas. He specializes in providing strategic business consulting, business valuation, forensic accounting and litigation support services. Mr. Winar has extensive experience in a wide range of industries, including the cannabis industry. He has advised, valued and provided direct financial management services to numerous clients in the cannabis industry since 2012. Mr. Winar is a Certified Public Accountant, Certified in Financial Forensics, and a Certified Valuation Analyst.

Adam Jones

Area of Specialty: Tax planning and compliance with a focus on the agricultural industry.

Education: Bachelor of Business Administration in Finance, University of Arkansas at Little Rock

Professional Experience: Currently engaged as a Partner with over 15 years of accounting experience primarily in tax planning and compliance. Adam started his career with Frost, PLLC in 2007.

States Licensed and License Numbers: Arkansas: #9037

Professional Associations: American Institute of Certified Public Accountants Arkansas Society of Certified Public Accountants

Other than work I enjoy spending time with my three kids, fishing and traveling.

Jenny Massanelli

Education: B.A. with distinction in Philosophy and English, University of Virginia; J.D. with honors, William H. Bowen School of Law, University of Arkansas at Little Rock; LLM with distinction in Taxation, Georgetown University Law Center.

Professional Experience: Currently engaged as the Director of Tax Research, Jenny brings an extensive background in legal research and writing. Since joining Frost in 2012, Jenny has focused her practice on animal agriculture, business and commercial transactions, tax planning and estate planning. Her work with the IRS and USDA regarding agriculture is groundbreaking and provided our clients with a marked advantage over the competition. Jenny served as an Associate Notes Editor on the University of Arkansas at Little Rock Law Review, where her Law Review Note was published, and as Symposium Editor for the Journal of Taxation at Georgetown University Law Center. Her writing has been featured in publications for the Arkansas Bar Association and the Midwest Poultry Consortium.

Professional Associations: • Licensed to practice law in Arkansas and Virginia; admitted to practice before the Eastern and Western District Courts of Arkansas and the Eighth Circuit Court of Appeals • American Bar Association • Arkansas Bar Association • Virginia Bar Association • Pulaski County Bar Association • Arkansas Supreme Court Client Protection Fund Committee, Chair • Georgetown Alumni Interview Program

Passions and Interests: Other than work, I enjoy traveling, reading, and running.

Christopher Shudy

No Biography Available

Jerry Spratt

Jerry has 42 years of audit and/or forensic examination experience gained through his employment with Spratt Financial Forensics, Inc., currently as president/owner, and the Arkansas Division of Legislative Audit, where he retired as Assistant Legislative Auditor. Jerry has over 30 years’ combined experience in organization board governance with multiple years in officer positions, including two years as Board Chair of the Arkansas Federal Credit Union (AFCU) Board of Directors; the Arkansas Society of CPAs (ASCPA) Board of Directors, with one year as Board Chair; and the Arkansas Chapter of CFEs, where he served many years as Board President. He has served on numerous accounting, auditing, and forensic examination-related committees, including ASCPA Professional Ethics (1998-2018, one year as Chair) and AFCU Supervisory (Audit) Committee (six years, four as Chair). Jerry also served as an AFCU Defined Benefit Plan Trustee (2006-2015). Jerry has developed and/or taught over 200 courses on forensic accounting and investigation, GAAS, Financial Accounting Standards, AICPA Code of Professional Ethics, nonprofit accounting and auditing, interviewing, internal controls, board governance, trial preparation, and forensic examination for sponsoring organizations since 2004. Course sponsoring organizations include AICPA; Association of Certified Fraud Examiners and local chapters; Arkansas State Society of CPAs and other state societies of CPAs; Surgent; National Business Institute; National Association of Federal Credit Unions; and others. For three years he was an adjunct professor at the University of Arkansas at Little Rock, teaching a graduate-level self-authored forensic course entitled “Accounting 8300 Fraud Audit.” He has written several articles published in Arkansas Business concerning accounting, auditing, and forensic examination. Awards Jerry has received include the Association of Certified Fraud Examiners’ 2004 CFE of the Year; ASCPA Outstanding CPA in Government (2004) and Mac Angel Discussion Leader of the Year (2005, 2010, 2014, and 2015); and AICPA Outstanding Instructor (2011, 2012, and 2014).