93rd Annual Meeting and Convention

600  |  Conference  |  Update  |  Scheduled

Description

This year's convention offers a rich agenda, including high-quality CPE sessions, social events, and family-friendly activities at Kingsport's MeadowView Conference Resort and Convention Center. Sessions will cover a range of topics, such as artificial intelligence, leadership and talent retention topics, state-specific ethics and more. Make plans now to join your fellow TSCPA members from across the state for three days of top-notch professional development and networking.

Registration for this event includes 14 hours of in-person CPE. Participants may also select 6 additional hours from TSCPA's On Demand Video Library. 

Register for the Convention by May 28 to secure your early bird registration fee.


First-time member participants are eligible for a $50 discount. Please select under options prior to adding the event to your cart.

Discounted room rates are available for June 9-13, 2024, at $157/night plus applicable taxes. The resort offers complimentary self-parking. Valet parking is available for $25 a day. Book online through the MeadowView website. Availability for additional dates may be limited; please contact Justin Steele for more information. 
Book before May 17 to receive TSCPA's discounted rate!


DAY PASS OPTION: If you would prefer to register for each day individually, excluding the Opening Reception and Annual Banquet, we have both an in-person and virtual option available.

Credits

Number of Credits Type of Credits
2.00 Accounting
2.00 Economics
1.00 Information Technology
6.00 Personnel/HR
2.00 State Ethics
1.00 Specialized Knowledge

Prices

Member (Early Bird)
$695.00
Non-Member (Early Bird)
$795.00
Member
$745.00
Non-Member
$845.00
Your Price: $795.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to May 29, 2024.

Members log in and save $100.00 on this event. Not a member? join today.

June 11, 2024

Select One and Only One
8:00am - 9:00am (Eastern Time)
$0.00

Please select this option if you plan on attending the Participant & Guest Breakfast.

8:00am - 9:00am (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Participant & Guest Breakfast.

9:00am - 10:40am (Eastern Time)
$0.00

Mike will define collaboration engaging the audience in a high energy interactive session on this topic. Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities for better client outcomes. Identifying bias,  you will be educated on how to recognize and overcome bias when in difficult situations. Mike will give participants one of the tools they need so that they can apply techniques immediately at work and in life and other helpful information. Mike will be using elements from three of his books in today's presentation, The Collaboration Effect, Peaceful Resolutions, and The Servant Manager.

11:00am - 11:50am (Eastern Time)
$0.00

Hear from Tennesseee policymakers on the state of the state, the legislative outlook for 2025 and the importance of advocacy.

Select One and Only One
11:50am - 12:40pm (Eastern Time)
$0.00

Please select this option if you plan on attending the Participant Lunch.

11:50am - 12:40pm (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Participant Lunch.

12:40pm - 2:20pm (Eastern Time)
$0.00

Why are successful leaders increasingly turning away from conventional management wisdom and focusing instead on emotional intelligence? In this session, you'll discover the importance emotional intelligence contributes to successful leadership and learn how to utilize it to build stronger, more effective relationships. Explore the five core competencies that make up emotional intelligence as well as its associated cognitive process to help develop self-awareness of your emotional intelligence strengths, weaknesses and blind spots. We'll also discuss perceptions in the workplace and how they influence group dynamics and effective communication, as well as practice accurately evaluating others. By the end of this session, you'll have the tools to create an action plan to further develop your emotional intelligence.

Select One and Only One
6:00pm - 8:00pm (Eastern Time)
$0.00

Please select this option if you plan on attending the Opening Reception.

6:00pm - 8:00pm (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Opening Reception.

June 12, 2024

Select One and Only One
7:00am - 8:30am (Eastern Time)
$0.00

Please select this option if you plan on attending the Participant & Guest Breakfast.

7:00am - 8:30am (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Participant & Guest Breakfast.

8:30am - 10:10am (Eastern Time)
$0.00

This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session.

10:30am - 12:10pm (Eastern Time)
$0.00

Chaos is an unwelcome change agent. Companies who want to attract and retain top talent will have to pivot. Millennials are now the largest workforce on the planet; Gen Z is not far behind. The workforce is constantly evolving and shifting. 

Smart companies will carve out time to assess how they can leverage and navigate all of the change to benefit their organization. Culture transformation thought leader and Millennial Whisperer, Tangela Johnson will discuss strategies on how leaders and business owners can thrive in this new, bold unchartered business environment.  

She will discuss how to support current employees, so they don't get burned out as well as how to attract new employees who can help innovatively grow and advance the organizational vision.  She'll share her wisdom gained over the last 26 years of working with companies ranging from small, world-changing non-profits to Fortune 500 companies.

Select One and Only One
12:10pm - 1:00pm (Eastern Time)
$0.00

Please select this option if you plan on attending the Participant Lunch.

12:10pm - 1:00pm (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Participant Lunch.

1:00pm - 1:50pm (Eastern Time)
$0.00

This session with focus on the ever changing cybersecurity threat landscape for the financial industry as a whole.  It will explore the top five threats facing this industry and the tools and techniques that can help organizations mitigate this growing risk.

Select One and Only One
6:00pm - 8:30pm (Eastern Time)
$0.00

Please select this option if you plan on attending the Reception and Annual Banquet.

TSCPA's Annual Meeting and Convention culminates at the Annual Banquet, where we recognize the contributions of TSCPA members over the past year, as well as introduce our incoming Board of Directors. Join us in thanking the 2023-2024 Board for their service and hear Chair Jonathan Bailey reflect his term as chair. The 2024-2025 Board of Directors will then take office, and incoming Chair Kelly Crow will address convention attendees and share her goals for the upcoming year.

6:00pm - 8:30pm (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Reception and Annual Banquet.

June 13, 2024

Select One and Only One
7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you plan on attending the Participant & Guest Breakfast.

7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Participant & Guest Breakfast.

8:00am - 9:40am (Eastern Time)
$0.00

We will look at the economic and capital market developments so far in 2024 and what we think the prospects are for the rest of the year. Also, we will point out some long-term growth opportunities where you can be a skilled advisor to clients.

10:00am - 11:40am (Eastern Time)
$0.00

This course is designed to meet the specific ethics requirements for the state of Tennessee. It covers information concerning individual and firm licensee requirements, new developments for licensees, professional conduct, complaints and disciplinary actions as they relate to Tennessee CPA licensees.

Options
$0.00

This $50 discount is available for TSCPA members that are attending the convention for the first time. TSCPA will verify each registration to ensure accuracy.

Speakers

Michael Gregory, MBA, ASA, CVA

Michael Gregory is a mediation and negotiations specialist. He has the knowledge, experience, and relationships to help you with IRS and other disputes. Prior to founding Michael Gregory Consulting, LLC, Mike had 28 years of experience with the IRS in a variety of capacities from specialist to executive level. During his last 11 years with the IRS, Mike was an IRS territory manager with responsibilities for up to twenty-three states with an emphasis in business valuation and specialist issues nationally.

Mike has been working with neuroscientists for over ten years and he has written 12 books focusing on IRS issues business valuation, conflict resolution, servant leadership, and his most recent book The Collaboration Effect. Mike has a BS from Valparaiso University, a MS from the University of Wisconsin -- Madison and an MBA from DePaul University.

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Jon C. Lundberg

Jon Lundberg is a member of the Tennessee State Senate representing the Fourth Senate District, which includes all of Sullivan and Hawkins Counties. In his legislative role, Jon has been involved in the leadership of the House Republican Caucus, serving as floor leader and chairman of the Civil Justice Committee. In the Senate, he has served as vice chairman of the Judiciary and Commerce Committees and currently serves as chairman of the Education Committee. He is also currently a member of the Judiciary Committee. Jon was first elected to the Tennessee General Assembly in 2006.

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Amanda H. Young, JD

Mandy Young is an AV-Rated attorney with the firm Butler Snow LLP in Nashville, Tenn. in their Government, Administration & Regulatory and Healthcare Regulatory and Transactions groups. Her practice includes governmental relations and insurance and health care regulatory work as well as pharmaceutical, medical device and economic development.

She is a frequent speaker on the legislative process and updates on legislation. She graduated from the University of Tennessee College of Law in 1992, Order of Coif, and graduated with a B.S. Degree from Vanderbilt University, cum laude, in 1989.

Her primary focus is governmental relations at the Tennessee legislature. Her current legislative clients include Tennessee Association for Home Care, Baptist Memorial Hospital, Cigna, CVS, Verizon Wireless, Tennessee Society of Certified Public Accountants, and Volkswagen Group of America, Inc., to name a few.

She is married to Stephen G. Young, a lawyer, and together they have three children.

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Kerry E. Roberts, CPA

Kerry E. Roberts, CPA is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee.

Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a "Big 8" accounting firm, and adjunct accounting faculty for Lipscomb University.

Kerry was elected to the Tennessee State Senate in 2014 representing Cheatham, Dickson, Hickman, Humphreys, a portion of Montgomery and Robertson counties.

Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home.

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Jeremy Wortman, PhD

Jeremy is the Owner of HRD Initiatives, which specializes in leadership development, organizational development and talent management solutions. In this capacity, he works with client partners' executive teams in determining talent management strategies, building leadership talent, implementing solutions and coaching individual leaders.

Jeremy started his career, and spend a significant amount of his time, at TD Ameritrade where he was the Director of Organizational Effectiveness. There, he was responsible for enterprise-wide talent management initiatives where he partnered with senior executives across the organization to determine business unit and department-level talent management strategies and solutions that drove their performance goals. He was also responsible for building their leadership development programs. He has extensive knowledge of organizational psychology and has had great success in developing strategies and programs that build better individuals and organizations using a strengths-based approach.

Jeremy has also focused his expertise within the accounting profession since 2004. He is a frequent speaker at various Regional, National and International conferences on the topics of Ethical Decision Making, Leadership Development and Talent Management. As a consultant to the profession his clients include a range of small firms to the top ten largest in the United States, many of whom are found on the Accounting Today’s Best Firms to Work for list.

Jeremy attended the University of Nebraska where he earned his Ph.D. in Organizational Behavior, Leadership and Organizational Development as well as a Masters in Business Administration. He holds undergraduate degrees in Economics and Human Resources. Jeremy is a member of the American Psychological Association, the Society of Industrial and Organizational Psychology, and the Academy of Management. He is also active in his local community as the former President of the Young Alumni Board for the College of Business Administration at the University of Nebraska, where he was also an adjunct professor from 1999 to 2016.

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Karl W. Egnatoff, CPA, CITP

Karl Egnatoff is a Certified Public Accountant (CPA) currently living in Myrtle Beach, South Carolina. He has worked as an information technology services provider, a trainer and a programmer related to financial and business technology projects since 1995. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. He has been teaching group live and web-based continuing education since 2006. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP).

Karl is a member of the West Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants. He has also achieved a number of technology certifications including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID). During the course of his career, Mr. Egnatoff has owned and operated a number of successful businesses.

Karl graduated from Marshall University with a Bachelor of Business Administration degree. During his time in college he participated in division I Cross County competing on the varsity squad. He was also on Marshall's Track team. Karl and his wife Lana live in Myrtle Beach, South Carolina and have been married since 1990. They have two grown sons, Jordan and Steven.

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Tangela Johnson

Tangela Johnson is a Corporate Culture and Leadership Development Expert, Seasoned Consultant, Executive Coach, Dynamic Speaker and Author. She is the Founder and President of North Georgia Corporate Consulting, a professional development boutique that's helped multimillion dollar companies across multiple industries for more than two decades. Today, Tangela is known as a powerful thought leader and gifted change agent -- affectionately referred to as "The Fixer" by her clients.

In each engagement, Tangela works closely with leaders to create high performing, inclusive, cultures where creativity, accountability, teamwork, and excellence can flourish. She's known for her innovative coaching style -- and even served as an interim "Chief People Officer" inside a major healthcare company. Tangela is also known for helping companies identify the root cause of leadership challenges and developing long term solutions for significant culture change. Tangela uses her signature Leaders First, Culture Second model to help companies develop healthy, sustainable, inclusive cultures.

Tangela recently released her new book, Relaxed Power: How to Live a Purposed (Not Perfect) Life. It's rooted in her steady faith, business journey, and belief in the individual pursuit of greatness. Tangela's mission is to help people unearth, organize, and activate their brilliance individually and corporately. Tangela's new master class, "The Road to Relaxed Power" puts people on the path to discovering their unique brilliance. Tangela served as 2021 Board Chair of Chattanooga Women's Leadership Institute. She was previously appointed by former Governor Nathan Deal to serve on the Georgia Department of Early Care and Learning Board. Other former community roles include Rotarian (Board Member), Paul Harris Fellow and alumnus of the prestigious Leadership Georgia Program. She served on Siskin Hospital's Board and Christian Heritage's School Board. Tangela has been a guest on Sirius XM and featured in City Scope Magazine, Trend Magazine as well as other publications.

As a keynote speaker and workshop facilitator, you can count on Tangela to deliver actionable steps on relationship re-engineering and interventions that help business owners identify and resolve issues, so they can achieve greater outcomes.

Tangela has an undergraduate degree in Broadcast News from The University of Georgia. She holds a master's degree in English from The University of Tennessee at Chattanooga. She is a first-generation college graduate. She lives in Whitfield County, Georgia with her husband, John, of 29 years and is the proud mom of her young adult daughter, Caylor.

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Ben Lawson, CISSP GSLC

Ben is an IT Security Professional with more than 25 years of experience in the areas of network administration & engineering, enterprise project management, and IT security & compliance management. He currently serves as the General Manager of Burk IT Consulting, a highly reputable, security centric Managed IT Services firm based in Kingsport, Tennessee.

Mr. Lawson is an ISC2 Certified Information Systems Security Professional (CISSP), a member of the SANS GIAC Advisory Board, and a former PMI Project Management Professional. He also holds or has held numerous industry certifications from vendors including Fortinet, Microsoft, Cisco, VMWare, Datto, FBI, and CompTIA.

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Simeon Wallis, CFA

Simeon Wallis is the Chief Investment Officer with Aprio Wealth Management. He provides investing and strategic business advisory services to high-net-worth individuals and families, serial entrepreneurs and business owners. As Chief Investment Officer he wears many hats. He develops the investment strategy for Aprio investment clients' global asset allocation, including providing coordination and due diligence of private deal investments. In addition, he delivers economic and capital market perspectives for clients and Aprio partners to guide strategic planning and lead the development and growth of Aprio Family Office.

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Michelle S. Freeman, CPA

Dr. Freeman is an Associate Professor of Accountancy and Graduate Coordinator of the Masters of Accountancy Program with East Tennessee State University as well as a CPA. Her professional background is as a CPA, working as an intern with Ernst & Young and as an accountant with Burkhart & Company in Knoxville, Tennessee. She has over twenty years of experience teaching accounting courses. Dr. Freeman has presented on and authored several articles regarding auditing standards, taxation and accounting education.

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