PROGRAM CHAIRMANNorman R. Meonske, Ph.D.

CONFERENCE TEAM MEMBERS

Jeffrey L. Bissell Susan H. Pope, CPASandra M. Brenner, CMA Joseph A. SadowskiCarlos M. Chavez Patrick E. Smith, CPALisa M. Chavez Honey L. WessJeffrey A. Falter Gabe Zubizarreta, CPADewitt D. Harrell

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NEW FOR 2018You Can Now Register and Pay On-Line

To register go to: https://commerce.cashnet.com/UCBIMA(View Details on the Registration

For any questions regarding registration,please contact University Events and Conference Services

at (330) 672-3161(Monday-Friday from 8:00 a.m. - 5:00 p.m.)

Selected speaker handouts and presentations will be available on the OhioRegional Council website at www.ohio.imanet.org as they become available.Attendees will be able to download and bring the handouts to the conference.

Dear 2018 Conference Attendees:

I welcome you to the 44th Annual IMA® (Institute of Management Accountants)Ohio Regional Council Meonske Professional Development Conference, April26-27, 2018. We offer the premier education and networking experience foraccounting, finance, business executives, and anyone interested in learning thelatest accounting/compliance regulations and best/latest management practicesas corporations strive to be competitive in a local and global environment. Atotal of 16 hours of CPE is available and our popular ethics seminar qualifies for3 CPE hours of Accountancy Board of Ohio approved Professional Standardsand Responsibilities.

I can assure you that the planning committee continues our value-based CPEbrand of presenting leading national authorities from IMA; FASB (FinancialAccounting Standards Board); SEC (U.S. Securities and ExchangeCommission); COSO (Committee of Sponsoring Organizations of the TreadwayCommission); SASB (Sustainability Accounting Standards Board); academia,public accounting, and corporations.

You and your staff can attend one or two days of the conference. The FridayTrack 2, Women Leadership in Accounting and Finance, led by highlysuccessful professional women, is limited to the first 125 registrants andprovides practical and detailed discussions/interactions for developingleadership skills in the workplace.

I urge you to register early because many of our highly rated prior 43conferences have been sellouts. Please take a moment to review the entireprogram topics and speakers, and I believe that you will agree that this a must-attend event and represents one of the best CPE values available anywhere.The panel members for financial reporting panel, cyber security, sustainability,robotics processing, and women leadership will provide a wealth of knowledgefor workplace application. World-class IT thought leader Michael Capellas willprovide insights into the future of the IT world with his keynote luncheonaddress: Disruptive Technology - The Next Big Thing That Will ChangeEverything! So consider stepping outside your day-to-day activities to focus,rejuvenate, and enjoy an incredible learning and networking experience withcolleagues and sponsors.

Look forward to seeing you at the conference.

Sincerely,

Norman R. Meonske, Ph.D.Conference and Program Chairman

DAY 1: THURSDAY, APRIL 26th (8 Hours CPE)

7:30 - 8:00 a.m. Registration

8:00 - 8:10 a.m WelcomeDr. Norman Meonske, Conference Chair

8:10 - 9:00 a.m. “Recent Developments and Critical SEC Updates”Timothy F. Gearty, CPA, MBA, JD, CGMA, Partner, Gearty & McIntyre

9:00 - 10:00 a.m. “Stop. Think. Connect: Prepare for Trends in Cybersecurity”Robert Boutell, Chief Information Security Officer, Alliance DataAndrew Retrum, Managing Director, ProtivitiMartin Bally, Vice President & Chief Security Officer, Diebold NixdorfJohn Bingham, Former Chief Information Security Officer, DelphiAutomotive

10:00 - 10:30 a.m. Morning Refreshments, Vendor Displays, and Networking

10:30 - 11:20 a.m. “Cybersecurity Panel” (Continued)

11:20 a.m. - 12:10 p.m. “Obtaining Positive Results by Using Conflict Management to YourAdvantage for WIN WIN Results”Timothy F. Gearty, CPA, MBA, JD, CGMA, Partner, Gearty & McIntyre

12:10. - 1:20 p.m. Keynote Speakers at Lunch“How the CMA and Related Learning Enhances Personal Brand andProfessional Reputation”Jeffrey C. Thomson, CMA, CSCA, CAE, President and CEO, Institute ofManagement Accountants

1:30 - 2:45 p.m.. 2 Concurrent TracksTrack 1 “Successful Leadership with Multi-Dimensional Finance

Transformations”Gabe Zubizarreta, CPA, CEO and Founding Principal, Silicon ValleyAccountantsJ. Stephen McNally, CMA, CPA, IMA Global Board of Directors

Track 2 “Ethics in Action - How to Shine in An Unethical World”Jeffrey L. Bissell, CPA, CFO and Treasurer, NMG Aerospace

“Professional Standards and Responsibilities - Accountancy Boardof Ohio Approved Ethics”Norman R. Meonske, Ph.D., Professor Emeritus, Kent State University

2:45 - 3:05 p.m. Afternoon Refreshments, Vendor Displays, and Networking

3:05 - 4:30 p.m. Successful Leadership with Multi-Dimensional FinanceTransformations (Continued)

Professional Standards and Responsibilities - Accountancy Boardof Ohio Approved Ethics (Continued)

4:30 p.m. Wine and Cheese Reception Sponsored by Silicon Valley Accountants

DAY 2: FRIDAY, APRIL 27th (8 Hours CPE)

7:30 - 8:00 a.m. Registration and Welcome

8:00 - 9:30 a.m. “Financial Reporting Panel: Accounting Standards Update”

Moderator Dennis R. Beresford, Executive in Residence, J.M. Tull School ofAccounting, Terry College of Business

Panelists Wesley R. Bricker, Chief Accountant, U.S. Securities and ExchangeCommissionWayne Carnall, Partner, National Professional Services Group,PricewaterhouseCoopersJames L. Kroeker, Vice Chairman, Financial Accounting StandardsBoard

9:30 - 10:00 a.m. Morning Refreshments, Vendor Displays, and Networking

10:00 - 11:45 a.m. “Financial Reporting Panel” (Continued)

11:45 a.m. - 1:30 p.m Keynote Speaker at Lunch“Disruptive Technology - The Next Big Thing

That Will Change Everything!Michael Capellas, Founder and CEO, Capellas Strategic Partners

1:30 - 2:30 p.m. “Internal Controls and Sustainability Reporting - Good for Business”

Moderator Jeffrey C. Thomson, CMA, CSCA, CAE, President and CEO, Instituteof Management Accountants (IMA)

Panelists Robert H. Herz, CPA, CGMA, FCA, Board of Directors, SustainabilityAccounting Standards BoardRobert B. Hirth, Jr., Former COSO Chair

2:30 - 4:30 p.m. 2 Concurrent Tracks

Track A “The Digital Workforce: Robotic Process Automation and ProcessAnalytics in Accounting”Evan Campbell, Managing Director, Protiviti’s Technology StrategyCasey Poon, Associate Director, Protiviti’s Business Improvement

Track BPanelists

Seating is limited tothe first 125registrants

“Women in Accounting or Finance Leadership Positions - TheFuture if Yours”Sandra Richtermeyer, Ph.D., Dean, Manning School of Business,UMass LowellLaurie Brlas, Chairman of the Board, Perrigo CompanyMelissa Anezinis, Executive Director, J.P. Morgan Asset ManagementMary Hogue, Associate Professor, Assistant to the Chair, College ofBusiness, Kent State University

4:30 - 4:45 p.m. Wrap Up and Door Prizes

THURSDAY SPEAKERS

Jeffrey C. Thomson, CMA, CSCA, CAE,President and CEO, Institute of Management Accountants (IMA)

Jeffrey C. Thomson, CMA, CSCA, CAE, is president and CEO of IMA.Since assuming this position in 2008, Jeff led the development of astrategy resulting in IMA becoming one of the fastest-growing accountingassociations in the world, with nearly 30% growth in its CMA® (CertifiedManagement Accountant) program and more than 300 student andprofessional chapters.

Jeff was honored by Accounting Today by being included in thepublication’s annual “Top 100 Most Influential People List” for the last fouryears. He was also named by Trust Across America as one of the “Top100 Thought Leaders in Trustworthy Business Behavior” for six straightyears, and was honored with the organization’s Lifetime AchievementAward. The Accountant/International Accounting Bulletin recognized Jeffin its Global Accountancy Power 50 list of leading influencers.

Rob BoutellVP, Chief Information Security Officer, Alliance Data

Rob Boutell is the Chief Information Security Officer for Alliance Data andhas responsibility for the information security strategy and program of theColumbus-based card services business. Rob has nearly 20 years ofinformation technology experience, which includes an emphasis oncybersecurity, risk management, and compliance. Prior to joiningAlliance Data, Rob worked at Cardinal Health, KPMG, and ArthurAndersen. Rob holds a Bachelor of Science in Management InformationSystems and Finance from Miami University.

Andrew RetrumManaging Director, Protiviti’s Technology Consulting Practice

Andrew Retrum is a Managing Director and business-oriented leaderwithin Protiviti’s Technology Consulting Practice. He is part of Protiviti’sGlobal Cybersecurity Leadership team, with focus on Financial Services.

Prior to working at Protiviti, Andrew spent his career at a “Big 5” publicaccounting firm in the Technology Risk Consulting practice. Andrew haslectured at numerous universities, including Notre Dame and Universityof Illinois, on IT governance, security, and privacy.

Andrew is a graduate of University of Illinois in Urbana-Champaign withan undergrad degree in Management Information Systems.

Timothy F. Gearty, CPA, CGMA, MBA, JDPartner, Gearty & McIntyre, LLP

Tim Gearty founded Gearty & McIntyre LLP in 1981 and has developeda reputation as a specialist in business advisory services, litigationsupport, and forensic accounting. Tim is a nationally recognized expertand speaker on a variety of accounting, tax, audit, and business topics.Many Fortune 500 companies, as well as many national associations,regularly feature Tim as their keynote speaker.

Among the more noteworthy positions that Tim holds, he is the NationalDirector and Editor-in-Chief for the world’s largest CPA training program,the Becker CPA Review Course Professional Program. In addition to hiseditorial leadership, Tim is also their National Lead Instructor, whosetaped lectures are seen in more than 325 locations throughout the world.

THURSDAY SPEAKERS

Jeffrey L. Bissell, CPAChief Financial Officer and Treasurer, NMG Aerospace

Jeff Bissell is CFO and Treasurer of NMG Aerospace, a $120 millioncompany based in Stow, OH. He has always been on the leading edgeof technology. Jeff’s broad experience has been gained in multipleindustries, including 13 years of prior experience at Ernst & Young.

Jeff’s strength is in developing and implementing financial reportingsystems, leading information technology projects for organizations, andhelping give operations executives the financial information and tools theyneed to contribute to the overall growth of the organization.

Gabe Zubizarreta, CPACEO and Founding Principal, Silicon Valley Accountants

Gabe Zubizarreta is the CEO and Founding Principal of Silicon ValleyAccountants. Central to Gabe’s role at Silicon Valley Accountants iseducating both technical (e.g., revenue recognition, COSO) and softskills (e.g., leadership, effective communication, teamwork, and teambuilding). Gabe designed a Financial Effectiveness Framework thatdelivers continuous improvement-based results to optimize financialprocesses by focusing on people, processes, and systems. ThisFramework is based on a balanced approach of training, leadership,process improvement, and system optimization.

Gabe has more than 10 years of prior experience at PwC, haspreviously held various controller positions, and has led several mergerintegration projects. Gabe is focused on delivering exceptional resultsand is a passionate advocate for process improvement and financialtransformation.

J. Stephen McNally, CMA, CPAMember of the IMA Global Board of Directors

J. Stephen McNally, CMA, CPA, is a member of the IMA Global Boardof Directors, currently serving as chair of the Performance Oversight &Audit Committee, and the Ohio Chamber of Commerce Board ofDirectors, respectively. Steve is the former Director & Controller ofCampbell Soup Company’s Napoleon & Flavor Operations, includingCampbell’s premier Soup, Sauce, and Beverage facility in northwestOhio, named Food Processing magazine’s 2014 Green Plant of theYear, as well as Campbell’s Flavor Operation in Milwaukee, WI, and anetwork of approximately 50 warehouses, co-packers, and re-packersthroughout the United States.

THURSDAY SPEAKERS

Norman R. Meonske, Ph.D.Professor Emeritus, Kent State University

Dr. Norman Meonske has conducted many continuing professionaleducation presentations for State CPA societies, corporations, CPA firms,IMA meetings, and other professional organizations. He is the recipient ofIMA’s Lifetime Achievement Award. He is also the 2004 recipient of IMA’sprestigious R. Lee Brummert Award (IMA national professor of the year)and IMA’s Ohio Regional Council’s distinguished service award.

Dr. Meonske was recognized in 2011 as the Outstanding Educator of theYear by the Ohio Society of CPAs/The Ohio Region of the AmericanAccounting Association. His prior public accounting experience was withArthur Andersen & Co. He is an online instructor for the Becker CPAreview course, and also has published extensively in numerous academicand practitioner journals. In addition, he has instructed many CMA reviewcourses and ethics classes.

Martin BallyVice President and Chief Security Officer, Diebold Nixdorf

Martin Bally is a highly accomplished senior global information securityofficer with more than 20 years of experience in multiple industries.Currently, he is the Vice President and Chief Security Officer for DieboldNixdorf, where he is responsible for enterprise information and productsecurity. Prior, Martin was the Chief Information Security Officer at TRWAutomotive and was responsible for information security strategy,architecture, and security risk management globally. He also led TRW’sinformation security program and was a trusted advisor to TRW’sInformation Security Council and executive leadership.

THURSDAY SPEAKERS

John BinghamFormer Chief Information Security Officer, Delphi Automotive

John Bingham has spent over 20 years leading and consulting to globalinformation security teams. Most recently, he was Vice President andChief Information Security Officer at Delphi Automotive LLP. Prior tojoining Delphi, he was the CISCO at Whirlpool Corporation, where hedeveloped the company’s first security operations center and created acomprehensive security approach to enable better enterprisecollaboration through the Google Applications platform.

FRIDAY SPEAKERS

Dennis R. BeresfordExecutive in Residence at the J.M. Tull School of Accounting,Terry College of Business, University of Georgia

Dennis is a member of the Financial Reporting Committee ofIMA. Previously, he served as a director and chairman of theaudit committees of several large public companies, includingFannie Mae, Legg Mason, Kimberly-Clark, and WorldCom (MCI).He was also a member of the board of directors of the NationalAssociation of Corporate Directors.

Denny was awarded an honorary Doctor of Humane Lettersdegree from DePaul University. He was elected to theAccounting Hall of Fame and received the AICPA Gold Medal fordistinguished service. He received the IMA’s first DistinguishedMember Award.

Evan CampbellManaging Director, Protiviti’s Technology Strategy

and Operations (TSO) Practice

Evan Campbell is Managing Director in Protiviti’s Technology Strategy andOperations (TSO) practice and has also been heavily involved in the ERPSolutions practice during his career. He has deep experience in managingcomplex IT projects, digital transformation efforts, systemsimplementations, and end user applications projects. Evan has servicedelivery responsibility within the Protiviti Digital and Managed TechnologyServices practice. He has presented numerous times to the IIA, ISACA,various user groups, and other industry organizations on topics rangingfrom ERP implementations to end user computing applications.

Wesley R. BrickerChief Accountant, U.S. Securities and Exchange Commission(SEC)

Wesley Bricker has served as Deputy Chief Accountant for the SEC’saccounting group since 2015 and as the Chief Accountant sinceNovember 2016. As Chief Accountant, Wesley serves as the principaladvisor to the Commission on accounting and auditing matters and leadsthe Commission’s Office of the Chief Accountant. He is also responsiblefor assisting the Commission with discharging its oversight of theFinancial Accounting Standards Board and the Public CompanyAccounting Oversight Board.

Wesley joined the SEC in 2015 from PricewaterhouseCoopers LLP,where he was a partner responsible for audit engagements.

James L. KroekerVice Chairman, Financial Accounting Standards Board (FASB)

James Kroeker was appointed a Member and Vice Chairman of theFinancial Accounting Standards Board (FASB) on September 1, 2013. Inthe latter role, he assists the FASB Chairman in representing the Board toexternal stakeholders and in conducting its internal operations, in additionto serving as a voting member of the Board.

James joined the FASB from Deloitte, where he served as the DeputyManaging Partner for Professional Practice. Prior to joining Deloitte inJanuary 2013, he served as the Chief Accountant of the Securities andExchange Commission from January 2008 until 2012, where he wasresponsible for the resolution of a wide range of globally significantaccounting and auditing issues.

FRIDAY SPEAKERS

Wayne CarnallPartner, National Professional Services Group,

PricewaterhouseCoopers

Wayne Carnall re-joined PricewaterhouseCoopers in 2011 as a partner inthe National Professional Services Group and supports U.S. andinternational clients in addressing complex accounting and reportingmatters, including those that are unique to SEC regulatory requirements.He is a member of the Firm’s SEC Leadership Team. Wayne was namedto the 2013 Global Accounting Power 50 by the International AccountingBulletin. He is a member of the Board of Directors of the Association ofSEC Alumni and the Advisory Board of PLI’s SEC Institute.

Robert H. Herz, CPA, CGMA, FCABoard of Directors, Sustainability Accounting Standards Board

Foundation

Robert H. Herz’s current activities include serving on the boards ofdirectors and various board committees of Fannie Mae (chairman ofAudit Committee), Morgan Stanley (chairman of Audit Committee),Workive, Inc., Paxos, and the Sustainability Accounting StandardsBoard Foundation, on the Independent Investment Committee ofUNOPS, on the advisory boards of AccountAbility, Becker ProfessionalEducation, and the Alliance Manchester Business School in England,as an ambassador for the International Integrated Reporting Council,and as a member of the Audit Committee Chair Advisory Council of theNational Association of Corporate Directors. He is also an executive inresidence and member of the faculty of Columbia Business School andserves on the Standing Advisory Group of the U.S. Public CompanyAccounting Oversight Board, the Financial Reporting Faculty AdvisoryGroup of the Institue of Chartered Accountants in England and Wales.

FRIDAY SPEAKERS

Robert B. Hirth, Jr.Former Chair, COSO, and Senior Managing Director at Protiviti

Bob Hirth served as COSO Chair and was unanimously elected by theBoard of its sponsoring organizations in June 2013. His experienceincludes all of COSO’s mission disciplines; Enterprise Risk Management,Internal Control, and Fraud Deterrence. He has worked on assignmentsand made presentations in more than 20 countries, serving more than 50organizations and working closely with more than 50 organizations andwith board members, C-level executives, finance and accountingpersonnel as well as public accounting firm partners, and employees. Healso serves as a Senior Managing Director at Protiviti.

In 2013 Bob was inducted into The American Hall of Distinguished AuditPractitioners. In 2014 and 2015, he served as the Chairman of the IIA’sIPPF re-look task force.

Melissa AnezinisExecutive Director, J.P. Morgan Asset Management

Melissa Anezinis, executive director, is a client portfoliomanager in J.P. Morgan Asset Management - Real EstateAmericas, where she is responsible for capital raising andclient advisory across the firm’s Real Estate Americasinvestment platform. Melissa was previously a RelationshipManager on the North America Institutional sales team workingwith institutional investors in the Midwest.

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FRIDAY SPEAKERS

Mary Hogue, Ph.D.Associate Professor and Assistant to the Chair,College of Business, Kent State University

Mary Hogue is Associate Professor and Assistant to the Chair in thedepartment of Management & Information Systems in the College ofBusiness at Kent State University. She received her Ph.D. in industrial andorganization psychology from the University of Akron.

As a researcher, Dr. Hogue explores the way social status and genderintersect to result in different work experiences for women and men. Herresearch examines differences related to leadership, communication, andpay. She has presented and published her research at national andinternational conferences and in top-level management and psychologyjournals.

Sandra B. Richtermeyer, Ph.D., CMA, CPADean, Manning School of Business at UMass Lowell

Dr. Sandra Richtermeyer is the Dean at the UMass Lowell’s ManningSchool of Business. Dr. Richtermeyer previously served in manyother academic roles, including Associate Dean, Chair of theDepartment of Accountancy, and Professor of Accountancy atXavier University’s Williams College of Business. She representsthe Institute of IMA on the COSO Board and served as IMA’s GlobalChair from 2010-2011.

Dr. Richtermeyer has authored many articles in academic andpractitioner publications and has more than 20 years of experienceserving on Boards and advisory committees.

Laura BrlasChairman of the Board, Perrigo Company

Laurie Brlas is an accomplished financial and operations executive.She retired in 2016 to focus on her Board work where she currentlyserves as Chairman of the Board for Perrigo Company. She also is anindependent director for Calpine Corporation and AlbermarleCorporation. Prior to retirement, she served as CFO for NewmontMining Corporation, COO and CFO for Cliffs Natural Resources, CFOfor STERIS Corporation and SVP, and Controller of Office Max.

FRIDAY SPEAKERS

Michael D. CapellasFounder and CEO of Capellas Partners, a strategic

technology advisory firm

A four-time corporate CEO, Michael’s career as a global technologyleader has spanned from innovative technology start-ups to largecorporate turnarounds including Compaq Computer Corporation, HPand First Data Corporation. As CEO and Chairman of Worldcompost-bankruptcy, Michael transformed it from a long-distance providerinto the world’s largest carrier of internet traffic, restructured thecompany and relisted on the NASDAQ as the new MCI. He currentlyserves on the Board of Flex (Chair), Cisco, MuleSoft (IndependentLead Director), JDA (Chair), Solace Systems, and Cylance. Michaelgraduated from Kent State University and lives in Atlanta, Georgia.

Casey PoonAssociate Director, Protiviti’s Business PerformanceImprovement Practice

Casey Poon is an Associate Director in Protiviti’s BusinessPerformance Improvement practice, helping lead the development ofdigital solutions at Protiviti. He focuses on assisting companies withdigital transformation, specifically in the areas of Robotic ProcessAutomation, Process Analytics, and Customer Experience. Caseyhas extensive experience with process optimization and efficiency,operational effectiveness, financial transformation, systemimplementation, change management, and process reengineeringprojects. In addition to his time at Protiviti, Casey also has experienceworking as a Financial Analyst in the pharmaceutical industry, andprofessional services experience with Ernst & Young.

Financial Reporting PanelPresentation of IMA scholarship check to

Dean Spake of the KSU College of Business

CONFERENCE SESSIONS

8:10 a.m. - 9:00 a.m.

Recent Developments and Critical SECUpdatesKent Student Center - Kiva

Tim Gearty, one of the top professional speakersbefore professional accountants, will provide ameaningful and concise overview of recentPCAOB and SEC developments. The sessionincludes SEC enforcement focus, new rules,simplify disclosures framework, cost and burdenon registrants, cybersecurity risks and disclo-sures, revenue recognition, leases, SAB 74 dis-closures, summary of 2016 inspectiondeficiencies, and comments to help registrantsimprove the quality of financial reporting. Thissession has value for all companies providingfinancial statements.

9:00 a.m. - 11:20 a.m.

Stop. Think. Connect: Prepare for Trends inCybersecurityKent Student Center - Kiva

Now more than ever, companies have an acuteawareness of the growing devastating securityworkplace and beyond cyber risks they face.Cyber attacks can lead to loss of confidentialinformation, regulatory fines and scrutiny, andultimately reputational risk. Further, new attackvectors such as cloud environment and “Internetof Things” introduce everyone to regular addi-tional attack vectors to be exploited. In today’sinternet-connected world, it is likely not if, butwhen, your company will become a victim.

Join Protiviti’s Cyber Security Leader AndrewRetrum and a panel of thought leaders on thetopics of the risks to organizations today, whatsmart organizations are doing to manage thoserisks, and how employees and individuals canhelp.

Sophisticated cyber actors and nation-states ex-ploit vulnerabilities to steal information and mon-ey and are developing capabilities to disrupt,destroy, or threaten the delivery of essentialservices. This interactive session with confer-ence attendees will help you to better understandcyber threats and empower you to be safer andmore secure when online.

11:20 a.m. - 12:10 p.m.

Obtaining Positive Results by Using ConflictManagement to Your Advantage for WIN WINResultsKent Student Center - Ballroom

Heavy workloads and corporate stress have in-creased the need to understand workplace con-flict management. It is the process of limiting thenegative aspects of workplace conflict while in-creasing the positive aspects. Organizationalconflict at the interpersonal level includes dis-putes between peers as well as supervisor-sub-ordinate conflict. Different stakeholders mayhave different priorities; conflicts may involveteam members, departments, projects, organiza-tion and client, boss and subordinate, organiza-tion needs vs. personal needs.

1:30 p.m. - 2:45 p.m.2 Concurrent Sessions

Track 1Successful Leadership with Multi-Dimensional Finance TransformationsKent Student Center - Kiva

Now more than ever, companies are facing mul-tiple transformational events at the same time.Each transformation is getting more complex andhas increased risks. Over 70% of transforma-tions fail to meet their time goals, cost goals orROI targets, and ultimately have reputational,operational, and reporting risks for the company.Discussions with a panel of experienced practi-tioners related to IT, FP&A, financial reporting,internal control, and transformational challengeswill cover many of the factors required to improvethe odds of transformation success.

THURSDAY, APRIL 26th

Join moderators Gabe Zubizarreta and SteveMcNally along with a panel of other thoughtleaders as they discuss the many dimensionsthat smart organizations are addressing to man-age successful transformations and reduce relat-ed risks. Learn how aspiring leaders candistinguish themselves in this challenging envi-ronment.

Transformation will cease to be an issue whenchange stops, competition lessens, and econom-ic conditions become predictable. Until then,transformations will reflect our most challenging,evolving, and unpredictable times.

Track 2

Ethics in Action - How to Shine in AnUnethical WorldKent Student Center - Governor’s Chamber

Everyday accountants make ethical choices thatshape their lives and careers. Our profession isbuilt on integrity, trust, and confidence that theyplay a part in nurturing, supporting, and buildinga successful organization. No organization isfree from ethics and compliance challenges.This session will explore and discuss the ethicalguidelines supported by IMA and the AICPA.Research reports that 60% of misconduct in-volved someone with managerial authority, thevery people who are supposed to set a goodexample of ethical conduct and make sure em-ployees honor company rules. Join a lively,stimulating journey into ethics that can be usedfor one hour of Ohio CPA ethics requirement.

Professional Standards and Responsibilities- Accountancy Board of Ohio ApprovedEthicsKent Student Center - Governor’s Chamber

The Ohio Board of Accountancy requires threeCPE hours of credit in Professional Standardsand Responsibilities as part of the 120 hours ofCPE in each reporting period in order to renewan Ohio CPA license. This session provides arefresher over relevant sections of the Ohio Re-vised Code, Ohio Administrative Code, and Ac-countancy Board of Ohio Rules and disciplinaryactions. Attendees are provided the necessaryresearch tools to find all answers to CPA permitand license requirements, CPA license renewal,CPA rules and verification, Ohio Accountancyfees, Board complaint investigation, accountingstandards, and ethical standards. The session

includes current ethical issues in the accountingprofession. This is a two-hour session and regis-trants must also attend the Thursday morningethics one-hour session to obtain the total ofthree hours of CPE.

8:00 a.m. - 11:45 a.m.

Financial Reporting Panel: AccountingStandards UpdateKent Student Center - Kiva

This year’s conference continues the 40-yearplus popular tradition of providing a distinguishedpanel of top regulators from the SEC, FASB,PCAOB, and a representative of public account-ing to discuss the latest regulations and theirpractical application to the world of financialreporting. The session will provide an update onthe latest regulations by the professionals at thehighest level who are involved in issuing andinterpreting the rules. Dennis Beresford, formerChair of the FASB, will moderate a lively andinformative discussion in which attendees arepermitted to ask their application questions di-rectly to the panel. Every year attendees leavethe session with a wealth of practical informationto make sure that they know how to comply withthe regulatory rules.

11:45 a.m. - 1:30 p.m.

Keynote Speaker and LunchDisruptive Technology - The Next Big ThingThat Will Change Everything!Kent Student Center - Ballroom

FRIDAY, APRIL 27th

1:30 p.m. - 2:30 p.m.

Internal Controls and SustainabilityReporting - Good for BusinessKent Student Center - Ballroom

What do the former Chairman of the FASB, theformer Chairman of COSO, and the current CO-SO Board Member and IMA CEO have in com-mon? Love for the Cavs? Probably not. TheBrowns? Please! What they have in commonand wish to share in a provocative and experien-tial conference session is their belief that busi-ness performance and value creation extend wellbeyond financial statements to include non-fi-nancial or sustainability measures of success(e.g., innovation, access to customers, employeeretention, social capital, etc.). This sessionshows how the COSO ICIF (Internal ControlsIntegrated Framework) can be applied to sus-tainability performance data to give organiza-tions greater assurance and confidence in theirquest for value creation in a fiercely competitiveand disruptive business environment.

2:30 p.m. - 4:30 p.m.2 Concurrent Tracks

Track AThe Digital Workforce: Robotic ProcessAutomation and Process Analytics inAccountingKent Student Center - Kiva

Technology tools that actually make your work-ing life easier? That is certainly the promise ofrobotic process automation (RPA) technology,and the allure of smart analytic software pro-grams. With all the complexities that come withmanaging, operating, and maintaining an ac-counting function, there are finally some toolsthat have been designed to help eliminate thosedreaded, mundane, administrative tasks andgive you some time back to perform the highervalue work that you actually want to do.

Join Evan Campbell and Casey Poon from Pro-tiviti as they explore two of the fastest-growingtechnologies that are being adopted by compa-nies across all industries and geographies.Learn more about how RPA and smart analytictechnology operates, how easily it can be imple-mented to quickly optimize productivity, howone’s manual processes can be automated, howyou can identify processes that are ripe for auto-mation, and ultimately what steps you can taketo start reclaiming the best part of your work day.

A Note About Robotic Process Automation(RPA)

This new technology allows for computer soft-ware or a “robot” to capture and interpret existingapplications for processing a transaction, manip-ulating data, triggering responses and communi-cating with other digital systems. Attendees willlearn how the technology of RPA can be appliedspecifically to a wide range of industries andmake an assessment if it is something theyshould consider for their company.

Just as industrial robots are remaking the manu-facturing industry by creating higher productionrates and improved quality, RPA “robots” arerevolutionizing the way we think about and ad-minister business processes. RPA can expediteback-office tasks in finance, procurement, supplychain management, accounting, customer ser-vice and human resources, including data entry,purchase order issuing, creation of online accesscredentials, or business processes. Any compa-ny that uses labor on a large scale for generalknowledge process work, where people are per-forming high-volume, highly transactional pro-cess functions, will boost their capabilities andsave money and time with robotic process auto-mation software.

Track BWomen in Accounting or Finance LeadershipPositions - The Future Is YoursSeating is limited to the first 125 registrantsKent Student Center - Governor’s Chamber

Change is here. Women leadership matters.Female executives and leaders play a significantrole in corporate initiatives and organizationalculture. Female business owners, managers,and executives are aware of the many barriers -some intentional, some unintentional - that canaffect their pathways to success. Learn from anexpert panel of leaders in this inspiring, informa-tive, and interactive panel session that providesa forum for current and aspiring leaders in ac-counting and finance to share thoughts and ex-periences on leadership development andstrategies for increasing success. Attendees willhave an opportunity to hear about the latestresearch and to learn from dynamic and suc-cessful women leaders who will share their real-world business experiences of leading organiza-tions to foster an inclusive culture and promotepositive change agents on gender parity.

PARKING AND TRAVEL INFORMATION

The Kent Student Center visitor lot is located off of Summit Street in Kent, Ohio. (Googlesearch: 1075 Risman Drive, Kent, OH 44242). If you park in the visitor lot, your parking willbe validated at lunch. Please bring your parking stub with you for validation. Once the lot isfull, parking service attendants will direct overflow parking to alternative lots. For yourconvenience, the University Events and Conference Service office will email a “dashboard”parking permit for free parking with your acknowledgement letter that you can print out. Put thisletter in your windshield so your vehicle will not be ticketed if you park in an alternative lot.

IMA’s Ohio Regional Council is pleased to honor the legacy of Dr. Norman R. Meonske andthe 44th Annual Meonske Professional Development Conference by contributing a significantportion of the conference proceeds to the Kent State University Accounting Scholarship Fundin his name. We expect to grow the fund to over $350,000 this year and have a goal to growthe fund to $500,000 during Norm’s lifetime. Anyone wishing to make a 100% tax deductiblegift of any size may do so by contacting Alexa Doutt, who will be available to meet with youat the conference.

Alexa S. DouttAssociate Director of Advancement

P.O. Box 5190Kent, OH 44242

Telephone: (330) 672-0690 (Office)(330) 388-6224 (Mobile)Email: adoutt@kent.edu

SCHOLARSHIP FUND

THANK YOU TO OUR SPONSORS

PREMIER SPONSOR

LUNCH AND BREAK SPONSOR

Marissa J. Chavez Dr. Norman R. Meonske Honey L. Wess

HISTORY OF THE CONFERENCE

● Four decades ago, two active members of the IMA Akron Chapter wanted to startsomething positive at Kent State University (or “KSU”) following the shootings oncampus. Its two founding members, Glen “Woody” Woodson (who died in April 2006 atage 81) and Dr. Norman R. Meonske (professor emeritus at KSU) held the first confer-ence in March 1976, focusing on ERISA (Employee Retirement Income Security Act ofSeptember 2, 1974), a very hot subject at the time.

● Since then, the conference organizers have tried to tackle subjects that were ground-breaking and offered broad appeal. Recently, financial reporting has provided thebackbone of the conference activities. Today, the conference is recognized as “…oneof the top five financial accounting and reporting conferences in the country.”

● The conference has always been held at Kent State University, except for a Replace-ment Cost Seminar in October 1976 (held at Tangier restaurant in Akron, Ohio) and the6th Annual Conference in 1980 (held in Columbus, Ohio).

About the CMA

IMA’s globally recognized CMA® (Certified Management Accountant) program is arelevant assessment of advanced accounting and financial management knowl-edge in critical areas such as financial planning, analysis, control, and decisionsupport. For more information about the CMA certification program, please visitwww.imanet.org/certification.

When: Friday, April 27, 2018

We will have some awesome items for our Silent Auction this year!Just to name a few:

● IMA Annual Conference Registration, June 16-20, 2018, Indianapolis, IN● Wiley CMA Review Course● Ohio State Football Tickets● Cleveland Cavaliers Tickets

AWESOME DOOR PRIZES!

Winners will be announced on Friday, April 27, 2018 at 4:30 p.m. (You Must Be Present to Win)

Here is just a peek at what you could win:

● Alexa Dot(s)● 50% off Becker CPA Review Course● IMA Annual Conference Registration, June 16-20, 2018, Indianapolis, IN● VIP Pass for 8 at African Safari Wildlife Park● Foursome Golf Package at Findlay Country Club● Isaiah Crowell (Cleveland Browns) Autographed Photo● Music Box Supper Club (Package of 6 Tickets)● Cleveland Cavaliers Sports Pack● COSI Tickets● Gift Certificate to DiBella’s Subs● SnowTrails - (2) All-Day Lift Tickets for Skiing/Snowboarding (Includes Rental and

Lesson) or Two Hour Ticker for (4) Snow Tubing

50% TO WINNER. 50% TO THE DR. NORMAN R.MEONSKE SCHOLARSHIP FUND

100% WORTH IT

DON’T FORGET OUR 50/50 RAFFLETickets be On-Sale During Lunch

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