87th Annual Meeting & Convention
600 | Update | Scheduled
At this year’s Annual Meeting & Convention of TSCPA we are pushing the boundaries beyond the idea of a traditional conference. Over three-days you’ll have unrivaled access to some of the most influential thought leaders in the accounting profession and expand your pallet for creative thinking.
Join your colleagues for thought-provoking discussions and the latest tax, accounting and management trends. Transform your organization and tune your leadership skills with the techniques you’ll learn in our interactive sessions and leave emboldened to perform and achieve like never before.
To book a room for your stay please visit our dedicated Westin booking website. If you would like to call in your reservation, please call 800/937-8461 and reference TNCPA 2017. The $259 special TSCPA rate is available until May 26, 2017.
|Number of Credits||Type of Credits|
|2||Accounting and Auditing|
Download course material prior to event.
Allan D. Koltin, CPA, CGMA
Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions.
For seventeen consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. For the past two years, he was recognized as one of the “10 Most Influential” in the profession. Koltin was also voted one of the 10 Most Recommended Consultants for the tenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past four years, Allan has also been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. In 2016 CPA Practice Advisor inducted Allan into the Accounting Hall of Fame. He was also one of the first to be inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.
A nationally recognized speaker and industry analyst, he has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.
Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing materials for professional services firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm’s Executive Committee. FERS was acquired by H&R Block in 1998.
He is a founding member of The Advisory Board, a think tank for the accounting profession. For the past 15 years The Advisory Board has hosted the Winning Is Everything Conference. Allan has served on various advisory boards, including SS&G, Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA), H&R Block (HRB Business Services) and ComplyGlobal.
Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.Back to Speakers
Michael L. Brand, CPA, CGMA
Michael L. Brand is a partner in the firm of Johnson, Feigley, Newton & Brand in Athens, Alabama. For the past 23 years, he has been involved in all aspects of public accounting with in emphasis in accounting, auditing, and review services. He also teaches continuing education classes and has been a speaker at several conferences nationwide. He is the current chair of the Alabama Society of Certified Public Accountants Peer Review Committee and the Accounting and Review Services Committee. Brand's experience involves audits, reviews, and compilations of various for-profit industries, not-for-profits, and governmental entities. He was formally on the Peer Review Board, Joint Trial Board, and the Quality Control Standards Task Force. In 2010 and 2011 he received the Outstanding Discussion Leader Award. Brand received his BS in accounting from the University of North Alabama.Back to Speakers
As a small business expert, Gene writes daily for The Washington Post focusing on issues affecting the business community. He also writes weekly columns for Forbes, Inc. Magazine, Fox Business, The Huffington Post, and Entrepreneur.com. His columns are read by hundreds of thousands of small and medium sized business owners around the country.
Gene has written six books on business management, specifically geared towards small and medium sized companies. His most recent is The Manufacturer’s Book of Lists. Gene has also written In God We Trust, Everyone Else Pays Cash, The Small Business Best Seller, The Streetwise Small Business Book of Lists, The Small Business Desk Reference, Outfoxing The Small Business Owner — Crafty Techniques for Creating a Profitable Relationship and The Complete Idiot’s Guide To Successful Outsourcing.
Nationally, Gene frequently appears on FOX Business, FOX News and CNBC discussing matters affecting the business community as a small business expert. Gene also appears quarterly on MSNBC’s “Your Business” program and monthly on various TV outlets in the Philadelphia area. In addition, Gene has appeared as a guest on numerous radio talk shows including The Sean Hannity Radio Show, authored dozens of articles for many publications and has been quoted frequently in the national media, including The New York Times, USA Today, The Chicago Tribune and Business Week. He is also a member of the National Speaker’s Association.
Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses. The Marks Group PC, launched in 1994, has grown to help more than 600 companies and thousands of individuals throughout the country.
Prior to starting the Marks Group PC Gene, a Certified Public Accountant, spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a Senior Manager.Back to Speakers
J. Patrick Garverick, CPA, MT, CFP
Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.
In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.
During his time in college Pat earned a letter as a member of the Ohio State Basketball squad. He remains a stanch supporter of the sports programs at his alma mater.Back to Speakers
Jennifer L. Weske, CPA, CGMA, CFE
Jennifer Weske obtained her bachelors degree in business administration (BBA) from Stephen F. Austin University with a major in accounting and a minor in computer science. During college, she worked on the Space Station OSC (Operations Support) contract at NASA. This was both a fun and exciting job! Immediately after college, Jennifer passed her CPA exam.
After graduation, Jennifer started her career in public accounting as an auditor with Arthur Anderson in the Houston office and was eventually recruited to start a computer audit group. From public accounting, Jennifer was recruited by FedEx to work in a computer audit group in Memphis. Jennifer has experience in project management, training, information systems and finance. Jennifer obtained her MBA in Finance from the University of Memphis and her Ph.D. in Accounting from Northcentral University with a specialization in forensic accounting. Jennifer is a Certified Public Accountant (Inactive), a Chartered Global Management Accountant, and a Certified Fraud Examiner. Jennifer also obtained one of the first Certified Information Systems Audit designations in 1990 but does not have an active certification. Jennifer teaches full time at Christian Brothers University as an Associate Professor of Accounting and is the Director of the Master of Accountancy program.Back to Speakers
Born and raised in L.A., Mark Schulman became interested in pursuing music as a mere toddler. At age 3, he witnessed the phenomenon of Beatlemania: “…I remember seeing a repeat of The Beatles on the Ed Sullivan show with my brother and my folks. I saw Ringo playing the drums and something resonated so deeply with me. Then I saw all the screaming girls, and at that moment, I thought to myself, ‘I want THAT!”
Mark has enjoyed an unprecedented career over the last 26 years as a first call drummer for world-class rock and pop artists. He has been voted ‘Top 3 Pop-Rock Drummers’ in the 2014 Modern Drummer Reader’s Poll. Having finished his third record breaking world tour with P!NK (featured in that new DVD, ‘The Truth About Love Tour’ as well as DVDs from her ‘I’m Not Dead’ and ‘Funhouse’ tours.) Mark has joined CHER for her ‘Dressed to Kill’ World Tour 2014.
Mark’s resume reads like a “Who’s Who” of international Rock n’ Roll royalty including acts such as FOREIGNER, SHERYL CROW, STEVIE NICKS, DESTINY’S CHILD, BILLY IDOL, CHER (Mark was drummer on the ‘Believe’ and ‘Farewell’ tours, two of the most-attended tours in music history) UDO LINDENBERG and EIKICHI YAZAWA. He has drummed with VELVET REVOLVER at Ozzfest and for crowds of 200,000 at Glastonbury Festival with SIMPLE MINDS. Mark is the recipient of numerous Gold and Platinum discs and has appeared on nearly every American and European variety show on television including The Grammys, David Letterman, The Tonight Show, Conan O’Brian, Jon Stewart, American Idol, Paul O’ Grady, X-Factor, Wetten Das and more.
Schulman is a classically trained cellist and as a teen, played with the Los Angeles Junior Philharmonic. He played cello on the 2009/2010 P!NK tour! He is also a music producer, trained audio engineer and studio co-owner of WEST TRIAD RECORDING STUDIO in Venice, California. As an active educator, Mark taught at the LOS ANGELES MUSIC ACADEMY and as one of the worlds most sought after drum clinicians hosting clinics in countries around the world. Mark produced his first DVD in his studio entitled, ‘A Day in the Recording Studio; A Do-It-Yourself Guide to Recording Great Drum Tracks for Drummers and All Musicians’ distributed by Hudson Music. The MARK SCHULMAN SIGNATURE SNARE DRUM is the bestselling signature product in the history of Gretsch.
Music is not Mark’s only driving force; he was the chairman of the board of directors of Create Now!, a non-profit organization founded in 1996, to help change troubled children’s lives through creative arts mentoring. A cancer survivor himself, Mark has also motivated children and teens through his work doing seminars with the RONALD McDONALD HOUSE and benefits for the TEENAGE CANCER TRUST in the UK.
Mark’s love for inspiring others is shared through his corporate seminars and his signature Drumming Recording Seminars. Mark also wears the hats of host, MC and keynote speaker, appearing on television, at live events and major corporate conventions for clients such as IBM, CISCO, AVEDA, and TEENAGE CANCER TRUST.Back to Speakers