2025 Annual Meeting and Convention Bundle

Bob Mims, CPA, is a financial consultant and VP Finance for promising enterprises. For 20 years, Robert has worked with numerous startup ventures and nonprofits in the roles of Strategic Planning, Business Modeling, Controller and CFO. His focus is understanding the fundamentals of profitability. Robert worked ten years as a Big Four a Senior Assurance Manager, earning National Instructor of the Year on three occasions. Robert has served on FASB Advisory committees and is based in Memphis, TN.

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations, Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager's Index from NACM and Fabrinomics from the FMA.

Davis Dyer is from Hendersonville, TN, and currently lives in Old Hickory, TN with his wife, Julia. After completing undergraduate and graduate accounting degrees at the University of Tennessee, Davis began his career in assurance at Ernst & Young in Nashville where he worked for three years. His primary audit industry experience included financial technology and manufacturing. After EY, Davis began a full-time cohort at Nashville Software School where he grew data analytics and software development skills. Currently, Davis is entering his third year as the CFO at Davidson Academy, an infant-12th grade private school in North Nashville.

Caroline is a Tax Manager at PYA in Knoxville. She has five years experience supporting clients with federal and state compliance and advisory matters. Her experience includes preparation and review of federal and state tax returns, income tax planning, and tax notice resolutions for corporations, partnerships, and S-corporations. She primarily assists clients in the real estate and professional services industries.

Hardin earned a Master of Accountancy degree and a Bachelor of Science in Business Administration degree from the University of Tennessee, Knoxville. She is a member of the American Institute of Certified Public Accountants and is active in the Tennessee Society of Certified Public Accountants.

Luis Ortiz is an International Tax specialist at EY with five years of experience across Big Four firms. A licensed CPA since 2022, he works regularly on cross-border transactions and leads teams through annual compliance reporting processes.

Originally from Honduras, Luis came to the U.S. as an international student and graduated Summa Cum Laude from Trevecca Nazarene University in 2020. During his time there, he served as class president and vice president of the student body, and received the "Top Gun" award for the highest score in the Major Fields Achievement Test.

Outside of his professional work, Luis enjoys playing soccer in recreational leagues and spending time with his wife, Carissa, their goldendoodle Riley, and their hedgehog Theo.

Mr. Mackey has over thirty years of consulting experience covering solutions delivery, strategic consulting, corporate-wide training, coaching, executive search, and facilitation.

A visionary able to operate at executive through individual contributor levels. He has delivered to global teams with significant experience in the United States, India, Canada, and Europe in support of global organizations.

Before forming Sequoia Consultancy, Mr. Mackey served as a diversity, equity, and inclusion expert in a global human capital firm, a major retail organization, and has also led the consulting division of an India-based firm.

In his current role, he is a subject matter expert in global leadership, talent development, diversity, equity, and inclusion and its impact on engagement and culture.

His expertise includes global diversity strategies, organizational assessments and training as well as cultural competencies.

Mr. Mackey manages clients in a variety of industries, including professional services, consumer goods, pharmaceuticals, technology, petrochemicals, non-profit, and higher education. Mr. Mackey focuses on ensuring that solutions are cascaded from leadership through the employee value chain in a sustainable manner. Each solution is geared towards increasing the cultural dexterity of leaders and employees.

Mr. Mackey is certified in assessments, and competency development, which support his talent assessment, coaching, and development consulting.

Mr. Mackey earned his bachelor of arts degree from Pennsylvania State University and completed the Windhover Program for pharmaceutical and biotechnology at Wharton, and a Master's degree from the University of Pennsylvania. He is currently a doctoral candidate (ABD) at the University of Pennsylvania.

Kelly Crow, CPA, began her career as an intern with RBG and became one of the firm's first full-time tax staff hires after graduating from Christian Brothers University (CBU). Over her 15 years at RBG, she advanced through roles such as tax senior, manager, senior manager, and now partner. She focuses on compliance, consulting, and planning for various clients, including private clients, real estate partnerships, auto dealerships, nonprofits, private foundations, and employee benefit plans. She also has extensive experience with IRS and state representation.

Kelly is actively involved in TSCPA, serving as the 2024-25 TSCPA Chair. She has also served as President of the Memphis Chapter of TSCPA. At the national level, she is a member of the American Institute of Certified Public Accountants (AICPA) and serves on the AICPA Council. In 2019, she was selected for the AICPA Leadership Academy. Locally, Kelly has volunteered with the CBU Alumni Association Board, the Community Foundation of Greater Memphis, and the Greater Memphis Chamber Young Professionals Council.

Gary Thomson, CPA, serves as an advisor to CPA Firms in the critical areas of, succession planning, partner compensation, leadership development and coaching, M & A, strategic planning, culture, profitability, and innovation.

After beginning his career with an international firm, Gary started his own practice. Over a 30-plus year period, through organic and M & A, Gary was in leadership as the firm scaled from a local to regional to national Top 15 firm.

Pursuing a passion to impact the future of the public accounting profession, Gary launched Thomson Consulting in 2019. Utilizing his range of public accounting knowledge and experience, Gary works with CPA Firms, CEOs/Managing Partners, and Leadership Teams to develop strategies required for CPA Firm success.

He has served as Chairman of the Virginia Society of CPAs and as a member of AICPA Council.

He also recently served as Chairman of the Virginia Chamber of Commerce and is a thought leader on public policy issues including recent leadership in the areas of tax reform, Early Childhood education, tort reform, economic development, ethics in government, and public-private partnership efforts.

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

Working as an auditor and technology consultant for an Atlanta-based public accounting firm; Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; Serving as a Chief Financial Officer for an international engineering organization; and Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.

Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.