Speakers SPEAKERS. Eric Ballantyne Managing Principal Information Security, GDT

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1 Eric Ballantyne Managing Principal Information Security, GDT Eric Ballantyne is the Managing Principal of Information Security at GDT. He has worked in the information security field for the past 20 years, guiding organizations through the rigors of implementing and demonstrating the controls of PCI-DSS, PA-DSS, ISO 27001:2005, ISO 27001:2013, and compliance with GLBA, FFIEC and OCC examinations. Mr. Ballantyne spent his early years establishing and implementing comprehensive security programs and technology in hospitality and DOD environments. He then went on to establish both compliance and incident response programs for three payment service providers, two banks, a marketing firm offering loyalty programs and a major retail organization. He was a former advisor and SIG contributor for the PCI Council as a representative of a member organization. Den Bishop President, Holmes Murphy & Associates Inc. Den Bishop is the President of Holmes Murphy, one of the country s largest employee-owned insurance brokerage and consulting firms. In his role, he is responsible for the company s employee benefits divisions and businesses. Mr. Bishop is author of The Book On Healthcare Reform and is a frequent speaker, helping audiences understand the inextricable link between the government and business in financing health benefits. Kenny Broom Owner, Merit Consulting Kenny Broom is a CPA and has been in the profession for more than 10 years. He is on the Board of Directors for both the Dallas CPA Society (DCPAS) and the Texas Society of CPAs. He has been a part of organizing the Leadership Development Academy of the DCPAS for five years, including being the chairman for two of those years. Mr. Broom has worked for international, national and regional CPA firms and now owns and operates two businesses: a leadership and personal development company and an accounting firm that helps companies manage risk and improve performance to operate better, smarter and faster. Beth Bull Chief Financial Officer and Senior Vice-President, Communities Foundation of Texas Beth Bull is the Chief Financial Officer and Senior Vice-President of Communities Foundation of Texas Inc. (CFT), a role she has held since mid In her current role, Ms. Bull has a breadth of responsibilities, including accounting, investments, budgeting and reporting, information systems, human resources, and facilities. Prior to joining CFT, she had a 26-year career with Texas Instruments Incorporated (TI), where she held a variety of financial positions of increasing responsibility in Houston, Dallas and Midland, Texas. In addition, she served as the Finance Director for TI Asia, where she was named the company s first female Vice-President in the finance area and first female Vice-President in the Asia region. The last six years of her TI career, Ms. Bull was Vice-President and Treasurer. In this capacity she was responsible for cash and risk management, corporate tax and corporate development, which included acquisitions, divestitures and equity investments. In 2013, Ms. Bull was selected Nonprofit CFO of the Year by the Dallas Business Journal, and in 2016, D CEO named her Outstanding CFO in their annual Financial Executives Awards. She is a founding member of the Women of TI Fund, focused on improving math and science education for girls, and currently serves as First Vice-Chair/Finance for the Girl Scouts of Northeast Texas and Assistant Treasurer of the Dallas Holocaust Museum/Center for Education and Tolerance. Austin C. Carlson Associate, Gray Reed & McGraw LLP ABOUT About THE the SPEAKERS As a licensed attorney and a Certified Public Accountant, Austin Carlson s practice focuses on corporate transactions, tax planning and controversy, and trust and estate planning. He works with domestic and international companies, small businesses and individuals to form corporations, LLCs, partnerships and nonprofit entities, achieve their planning goals and successfully resolve their tax controversies with the IRS and state taxing authorities. He also has extensive experience with the Offshore Voluntary Disclosure Program, including the streamline filing compliance procedures and assisting clients with all types of foreign account disclosure issues. Mr. Carlson frequently gives speeches and presentations discussing tax issues to groups and organizations across the state. In addition, he is an active member of multiple professional organizations including Texas Society of CPAs and Houston CPA Society where he serves on the Boards of Directors, and the State Bar of Texas where he has served as Chair of the International Tax Committee. He is a graduate of the Tax Section Leadership Academy of the State Bar of Texas and was recognized as a Rising Star by the Texas Society of CPAs. 10

2 11 Donald G. Carlson Managing Director Washington National Tax Service, Tax Policy Services PwC As a managing director in the Washington National Tax Service office of PwC, Don Carlson provides strategic advice as well as legislative, executive branch and regulatory representation for domestic and international clients of PwC on a broad spectrum of issues including tax, international trade, Social Security, budget and appropriations. Mr. Carlson s wide range of legislative, international and political experience spans a 34-year Capitol Hill career, where he worked for a number of legislators including: Congressman Bill Archer, former Chairman of the House Ways and Means Committee; Congressman John Culberson, of Texas 7th District; and former Congressmen Don Riegle and James Harvey, both of Michigan. Mr. Carlson brings extensive international experience to PwC. He represented Chairman Archer on international issues worldwide, served as a senior advisor to the United States-Asia Foundation and has led congressional member and staff delegations to Asia. In addition, he has been a member of the Congressional Staff Advisory Committee on International Trade Policy of the Council on Foreign Relations, a member of the Steering Committee for the Congressional Staff Forum on International Trade of Georgetown University s School of Business, staff liaison for Congressman Archer to the U.S.-Asian Business Council, and staff liaison to the MERCOSUL Congressional Study Group for the Center for Strategic and International Studies. Mr. Carlson currently serves on the Boards of several non-profits, including the Archer Center, the Washington D.C. campus of the University of Texas; the U.S. Capitol Historical Society; and The Ripon Society. Mr. Carlson is also on the Advisory Council of The Texas Lyceum and the Congressional Advisory Council of International Conservation Caucus Foundation and is an advisor to the United States-Asia Foundation. David F. Chavenson Treasurer, Alon USA Energy Company David F. Chavenson is a highly accomplished financial executive skilled in managing leveraged situations. He has extensive experience in corporate finance, treasury, tax, SEC compliance, investor relations, foreign-exchange and controllership functions, as well as demonstrated accomplishment with direct start-up and IPO, asset sales, and mergers. Mr. Chavenson is familiar with North American, European, Chinese and Pacific Rim business practices and is effective in managing and practicing in cost conscious, bottom-line environments. He currently serves as Treasurer for Alon USA Energy Company and is responsible for all treasury functions there, including corporate finance, cash management, risk management, pension assets, credit and collections for $6 billion in annual revenue for this refining and marketing company. He began his career at Price Waterhouse & Company (currently, PwC) and in the intervening years has been employed by Oryx Energy Company, Rutherford-Moran Oil Corporation, Worldwide Flight Services Inc., Flowserve Corporation and has been involved in a variety of consulting projects. Micah Clinger Senior Manager, Moss Adams LLP Micah Clinger has been in public accounting since He has worked with a variety of privately held companies in a number of different industries, including construction and real estate, trucking and logistics, state and local government, higher education, and not-for-profit sectors. He serves on several firm-wide audit task force and technical committees, in addition to having significant experience with the technical review of companies financial statements. Mr. Clinger has provided instruction for staff at firm-wide audit trainings and has presented at additional internal and external trainings on a variety of other topics. Joel Crouch Managing Partner Meadows Collier Reed Cousins Crouch & Ungerman LLP Joel Crouch is Managing Partner of Meadows Collier Reed Cousins Crouch & Ungerman LLP. He represents a broad range of clients, including individual taxpayers, closely-held business enterprises, estates, corporations and tax advisors in all stages of federal civil and criminal tax proceedings. In almost 30 years of practice, he has helped his clients resolve hundreds of civil and criminal tax matters, many of which involved sophisticated and complex legal and tax issues, both domestic and international. Mr. Crouch is board certified in tax law by the Texas Board of Legal Specialization and has been recognized as one of the best in his field by Texas Monthly and Law and Politics magazines by being named a Texas Super Lawyer from 2003 through He has also been named one of the Best Lawyers in Dallas by D Magazine for the years , and was named to Best Lawyers in America for Tax Law in Mr. Crouch has been interviewed by television station KXAS regarding various tax topics and in October 2013, he was recognized as a Top Rated Lawyer in White Collar Criminal Defense Law by ALM as published in The American Lawyer, Corporate Counsel and The National Law Journal. He is a frequent speaker on both substantive and procedural tax issues for both legal and accounting professionals. In addition, Mr. Crouch has published various articles regarding the IRS and tax procedures.

3 Tom Ditzer Partner and Vice President of Sales, America s 401(k) Inc. Tom Ditzer is the Vice-President of Business Development who helps retirement plan consultants and employers institute best practices involving plan design, fiduciary process, benefit illustrations and cost competitiveness to run their plan as efficiently as possible under ERISA law. People who know him can always count on his responsiveness, professionalism, go-anywhere-at-anytime attitude and dedication to helping the small businesses of North Texas. Jason B. Freeman Managing Member, Freeman Law PLLC Jason Freeman is a dual-credentialed attorney-cpa, author, law professor and trial attorney. He is the founding and managing member of Freeman Law PLLC. He represents clients in litigation and disputes, with a particular focus on federal and state tax controversies, as well as white-collar and financial disputes, both civil and criminal. He also advises and assists clients with tax and regulatory compliance, including domestic and international tax and regulatory reporting requirements. Mr. Freeman serves on the law faculty at Southern Methodist University s School of Law, where he teaches a course in the law of federal income taxation. He has been recognized multiple times by D Magazine as one of the Best Lawyers in Dallas for Tax Law, and by Super Lawyers and Texas Monthly magazine as a Rising Star in tax law. He serves on the Board of Directors for the Dallas CPA Society, the Texas Society of CPAs Executive Board and is the President of the North Texas chapter of the American Academy of Attorney-CPAs. Loren Greaves Senior Vice-President and Chief Financial Officer The Rosewood Corporation Since 2011, Loren Greaves has held the position of Senior Vice-President and Chief Financial Officer of The Rosewood Corporation, a privately-held corporation primarily invested in the oil and gas and real estate industries and in private control-oriented investments in a variety of industries. At Rosewood, he focuses on financial accounting and reporting; other management reporting, including fair value reporting, cash forecasting, the negotiation and closing of bank debt, strategic planning; and the oversight of Rosewood s cash and fixed-income investments. Mr. Greaves also serves on Rosewood s Executive Committee and Investment Committee, is Chairman of the Asset Allocation Subcommittee, serves on the Boards of Directors of several majority-owned Rosewood subsidiaries and the Board of Trustees for Rosewood s employee benefit plans. Prior to 2011, he served as Rosewood s Vice-President and Chief Accounting Officer, and before joining Rosewood in 1994, he worked as an audit manager in the Dallas office of KPMG. Mr. Greaves previously served on the governing board and as Board Treasurer of the Perot Museum of Nature and Science, and currently serves as a member of the Perot s Museum Council. Eric Holleman Managing Director, Conexus SG Eric Holleman has been connecting technology, finance and operations for more than 30 years. He began his career with the big four accounting firm of Ernst & Young. After earning his license as a CPA, he moved on to Texas largest bank, First Republic Bank (now Bank of America), where he was instrumental in creating the financial processes, procedures and systems to enable the creation of a spin-off company, Amresco. He left Amresco to build a consulting firm, which was later sold to an international firm, where he served as the Director of the Business Applications Practice. With his experience to guide him, he took the role of CFO for Ensemble Studios, a Dallas-based software company. Ensemble was acquired by Microsoft, and Mr. Holleman completed his work around the acquisition and transitioned his functions to the corporate office. His next opportunity was as CFO for Belmont Wealth Management, a financial services holding company. Having revamped all operational areas of the company, he was promoted to Chief Operating Officer. In 2008, he founded Conexus SG and returned to his passion, consulting. In his many years of consulting, Mr. Holleman s clients have included Goldman Sachs, UBS, Bank One, Stewart Title, The Richards Group, Centex Homes and Regency Gas Services. His multidisciplinary approach to business has enabled him to have unique insights into understanding, communicating and most importantly, meeting the needs of his clients. Cynthia Hutchins Director of Financial Gerontology Bank of America Merrill Lynch Cynthia Hutchins is the Director of Financial Gerontology for Bank of America Merrill Lynch and has more than 30 years of experience in the wealth management and retirement industry. In her role, she works closely with Merrill Lynch financial advisors to provide training, education, resources and one-on-one attention to engage clients on the topics of aging, longevity, retirement and later life planning. She was also central to the creation of the Merrill Lynch Longevity Training Program, developed in partnership with the USC Leonard Davis School of Gerontology. Prior to her current role, she was the Merrill Lynch retirement specialist for the Mid-Atlantic Region and before that, she served as a Circle of Excellence financial advisor with Merrill Lynch for 20 years. Ms. Hutchins serves on the Board of Directors of the American Society on Aging, and in 2015, she participated in the White House Conference on Aging Elder Justice Forum and was named to the inaugural PBS Next Avenue Influencers in Aging list. 12

4 13 John Lalonde, Sr. Of Counsel, Fox Lalonde & Kenne John Lalonde is an original founding member of Fox Lalonde & Kenne (FL&K). He is currently Of Counsel to FL&K and heads up FL&K s Continuing Education services to various professional organizations. Mr. Lalonde began his career in the benefits industry in In 1976 he formed the first of three administrative and actuarial service companies to which he provided executive and management skills either as a principal or managing partner in a career now spanning over 45 years. In 2003 he co-founded the Fiduciary Advisory Board, an independent advisory think tank, and is currently a member of the Educational Advisory Board of the WPI. Jack Lamkin Partner, Moss Adams LLP Jack Lamkin has practiced public and private accounting since He has extensive experience with the financial statement audits of publicly held companies, including the related SEC reporting requirements. He also serves privately held companies in a number of industries with a practice concentration in financial services, including securities broker-dealers, investment funds and registered investment advisors. In addition, he routinely works with clients in the manufacturing and distribution, technology and not-for-profit industries. Mr. Lamkin s experience also includes working in accounting compliance and SEC reporting for a multi-national Fortune 500 technology company headquartered in Plano, Texas. In this role, he was also responsible for financial reporting, restructuring initiatives, and actuarial assumptions of the company s defined benefit pension plans. Philip M. Lindquist Partner, Lindquist Wood Edwards LLP Phil Lindquist is a partner in the firm of Lindquist Wood Edwards LLP. After graduating with a BS in Accounting and a law degree, the first seven years of his practice was as a tax associate, with a broad tax background. Twenty-seven years ago, he limited his practice to the trust and estates area. While most of his experience is with large firms, he is again practicing with a small firm that is focused on trust and estates work. He is Board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a Fellow in The American College of Trust and Estate Counsel, where he is an active committee member. Mr. Lindquist is a frequent lecturer and outline author for continuing legal education programs in the Dallas area and for the State Bar, and he has also lectured for the American Bar Association s Skills Training for Estate Planners program in New York City since that program began in Since 1993, he has been a director of the Southern Nazarene University Foundation in Bethany, Oklahoma, and served as a trustee for the university from 2007 to He is listed in The Best Lawyers in America under both Trusts and Estates, and Litigation Trusts and Estates. George W. Lollis Managing Partner/Co-Founder Accredited Fiduciary Advisors LLC George Lollis is a co-founder and Managing Partner of the Accredited Fiduciary Advisors LLC and is an investment advisor representative through Prospera Financial Services Inc., an SEC Registered Investment Adviser firm. He brings over 33 years of investment consulting experience to the firm s Qualified Plan Fiduciary Consulting Practice, serving as a trusted financial advisor providing fiduciary consulting, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) plans, defined contribution plans, defined benefit plans, ESOP plans and non-qualified deferred compensation plans, ranging in size from $10,000,000 to over $1,000,000,000. He has earned the Accredited Investment Fiduciary (AIF ) designation and the Certified Wealth Strategist (CWS ) designation. Mr. Lollis holds FINRA Series 7, Series 66, Series 63, and Series 22 licenses and serves as a Board Member for the Order of Christian Workers, a Vestry Committee Member for the St. Philips Episcopal Church of Frisco and actively serves in the Bill Glass Behind the Walls prison ministry. Jason S. Luter Member, Gray Reed & McGraw LLP Jason Luter is a tax attorney at Gray Reed & McGraw with extensive experience in all types of employee benefits, ERISA and executive compensation matters. He advises employers in all aspects of employee benefits and executive compensation matters, including plan design, tax qualification and implications, administration, fiduciary responsibility, and compliance with ERISA, the Internal Revenue Code, the Patient Protection and Affordable Care Act (Health Care Reform), and other federal and state laws affecting compensation, retirement and health benefit plans. Mr. Luter represents a diverse group of clients, including Fortune 500 companies, privately-held companies, governmental and quasi-governmental entities and tax-exempt entities. He advises companies, private equity groups, trustees, lenders, management groups and fiduciaries involved with employee stock ownership plans (ESOPs). He also handles tax litigation and ERISA litigation issues and has significant experience in employment litigation matters. Mr. Luter teaches ERISA, Employee Benefits and Executive Compensation at Southern Methodist University, is an associate producer for the Dallas Summer Musicals, and was named a Texas Rising Star by Super Lawyers as published in Texas Monthly and Law & Politics magazines. Lynne Mabry Community Volunteer, Retired CPA Lynne Mabry is a retired CPA who currently spends her time with nonprofit organizations in the social services sector within the areas of finance, governance, strategy and Board development. She has chaired the Boards of Girl Scouts of Northeast Texas and Crossroads Community Services, and has served on the Boards of Dallas Furniture Bank, Leadership Dallas Alumni Association, and the Stewpot Alliance, in addition to committee service within other local non-profit organizations. Ms. Mabry was previously licensed as a Certified Public Accountant and a Certified Financial Planner. She began her career at Deloitte, and held CFO and executive management positions within middle market companies in the Dallas area.

5 Mary Kay McCalla Martire Partner, McDermott Will & Emery LLP Mary Kay McCalla Martire focuses her practice on state and local tax disputes. She helps clients with audits, tax-related litigation, letter rulings and settlement conferences. She has experience resolving disputes involving income, sales and use, utility and telecommunications taxes, as well as premium and retaliatory tax. With an extensive litigation background in state and federal court, as well as administrative tribunals, she has particular experience in the defense of qui tam (whistleblower) claims filed in the state tax arena and has won the dismissal of many Illinois False Claims Act cases. Ms. Martire also has experience defending clients against class action and consumer fraud claims. In the insurance arena, among other matters, she served as the principal trial attorney for a group of insurance companies that successfully challenged the constitutionality of the Illinois privilege tax (Milwaukee Safeguard Ins. Co. v. Selcke, 179 Ill. 2d 94 (1997)). She is a member of the firm's Pro Bono Committee and was one of the recipients of the Chicago office s 2014 pro bono service awards. Ms. Martire has been rated AV Preeminent by the prestigious Martindale-Hubbell Peer Review, attesting to her high ethical standards and legal skills. She was recognized as an Illinois Super Lawyer from 2005 to 2011, and in 2016 she was named a Women in Tax Leader by the International Tax Review. Randy T. Nichols Partner/Founder, Accredited Fiduciary Advisors LLC Randy T. Nichols is Co-Founder of Accredited Fiduciary Advisors LLC, and is an Investment Advisor Representative through Prospera Financial Services Inc., a SEC Registered Investment Adviser firm. Mr. Nichols brings over 30 years of investment consulting experience to the firm s Qualified Plan Fiduciary Consulting practice and also provides fiduciary consulting, investment analysis, and retirement and portfolio management. He specializes in 401(k) plans, defined contribution and defined benefit plans, non-qualified deferred compensation plans, and estate and business wealth transfer planning for selected families and business owners of privately held businesses. Mr. Nichols holds his Accredited Investment Fiduciary (AIF ) designation from the Center for Fiduciary Excellence, and Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) designations from The American College in Bryn Mawr, Pennsylvania. He dedicates his volunteer time as a Board member of the Frisco Chamber of Commerce and the North Texas Community Giving Foundation. He is one of the founding members of the El Paso Sunturian s PasoPort Education Program for financially disadvantaged, intellectually gifted, minority students and has a long history of community service with non-profit organizations that support, protect and improve the lives of disadvantaged and abused children. David Peavler Associate Director, Division of Enforcement Fort Worth Regional Office U.S. Securities & Exchange Commission David Peavler is Associate Director of the U.S. Securities & Exchange Commission (SEC) s Fort Worth Regional Office, where he heads the agency s enforcement efforts in Texas, Oklahoma, Arkansas and Kansas. During his SEC tenure, Mr. Peavler has led a number of significant investigations, including the Seaboard Corporation case, where the SEC first established its corporate cooperation guidance; the Royal Dutch Shell action, in which the SEC obtained a $120 million penalty for Shell s 4.5 billion barrel proved reserves overstatement; the i2 Technologies case, involving a billion dollar software revenue overstatement; the ArthroCare Corp. medical products accounting fraud case; the $100 million Millennium Bank international Ponzi scheme case; the Life Partners life settlements accounting and disclosure case; and the KBR and SandRidge whistleblower protections cases. Before joining the SEC, Mr. Peavler was a partner in the trial section of Locke Liddell (now Locke Lord), where he primarily represented major accounting firms in auditing malpractice and securities class actions, and was in-house with Phillips Petroleum Company and ConocoPhillips, handling general corporate and transactional matters. Tim Pike Assurance Partner, Howard LLP Tim Pike is an assurance partner at Howard LLP with 17 years of experience with a variety of public, private and not-forprofit organizations. Included in his firm responsibilities is direction of Howard s assurance practice, directing the firm s recruiting and staff development efforts and performing peer reviews. Mr. Pike is on the Board of Directors for both the Dallas CPA Society (DCPAS) and the Texas Society of CPAs (TSCPA), and also chairs the External Affairs/Image Issues Committee of the TSCPA. He is also an instructor in the DCPAS Leadership Development Academy, as well as being a member of the Academy Task Force for the last four years. George W. Rendziperis Director, State and Local Income Tax, Weaver For more than 15 years, George Rendziperis has counseled clients on a variety of state and local tax issues, including multistate tax planning, consultation, implementation and compliance. He is experienced in the areas of income/ franchise tax, sales and use taxes, excise and property taxes, and incentives and credits. He is also experienced at representing clients in state tax controversies and litigation. Mr. Rendziperis legal background makes him especially skilled at negotiating with state treasury departments regarding voluntary or taxpayer-initiated disclosures, as well as obtaining tax credits and incentives. An attorney licensed in the State of Michigan, he is also a former clerk to the Honorable Marilyn Kelly of the Michigan Supreme Court. 14

6 15 Ashley Scheer Senior Counsel, Jackson Walker LLP Ashley Scheer has over 20 years of experience providing solid, practical advice and counsel to clients about employment issues. Her pragmatic approach assists clients in avoiding litigation; however, she is also a zealous advocate and has represented clients in a broad range of employment litigation in federal and state courts and related proceedings. Additionally, she is an experienced investigator of workplace issues, and other law firms and insurance companies engage her to conduct in-house investigations of employee complaints. She has experience in matters involving all forms of discrimination, harassment, retaliation, age and hour issues, and noncompetition matters. She also handles disputes before the Equal Employment Opportunity Commission, the U.S. Department of Labor, and state agencies in claims of discrimination and wage and hour administrative investigations. In addition to conducting investigations, she often provides in-house training to clients on various employment issues. Ms. Scheer has a track record of giving back to the community. David Schlottman Associate, Jackson Walker LLP David Schlottman is an advisor and litigator who focuses on complex cases involving employees, the workplace and related business disputes. He has wide-ranging experience in helping clients with business problems and lawsuits involving wage-and-hour issues, employee competition, theft of trade secrets, contract claims, compensation disputes, employment discrimination and retaliation, and union-related disputes. Mr. Schlottman stays current on relevant legal trends through regular participation in local bar activities and assisting with continuing legal education presentations. Additionally, he has served as a contributor to the influential treatise Employment Discrimination Law, which is published by the American Bar Association s Section of Labor & Employment Law. Kathy Schrock Managing Partner, The CFO Suite Kathy Schrock is a managing partner with The CFO Suite LLC, a professional services firm. Formerly the National Leader of Tatum s Internal Control and Risk Solutions Practice and Managing Partner and Sarbanes-Oxley (SOX) Practice Leader with The Controller Group (TCG), her numerous consulting engagements over the years have also included: process improvement, integration support and project management, IPO readiness and purpose, audit preparation, and other accounting and finance and internal audit-related services across multiple industries. Ms. Schrock spent 10 years with the Assurance and Advisory Practice of Ernst & Young (EY) and was instrumental in the firm s education programs. She also served as Director of Planning and Control for the The Associates (now Citigroup) and has industry work experience in technology, health care and real estate. During her tenure at Tatum and TCG, she was recognized as an internal controls and SOX specialist and was a frequent speaker, panelist and contributing writer on the subject. In 2003, Ms. Schrock was named an honoree in the YWCA Tribute to Women in Business. John M. Sharbaugh Managing Director of Governmental Affairs Texas Society of Certified Public Accountants John M. Sharbaugh is the Managing Director of Governmental Affairs of the Texas Society of CPAs (TSCPA). He assumed his current position on January 1, 2017, after serving as the CEO/ Executive Director for TSCPA for nearly 17 years. He has over 40 years of experience working for professional associations for CPAs. Before joining TSCPA in 2000, he was Vice-President of State Societies and Regulatory Affairs with the American Institute of CPAs in Washington, D.C., where he was employed for 12 years. He has also served as Executive Director of the North Carolina Association of CPAs and as Deputy Executive Director of the Florida Institute of CPAs. Mr. Sharbaugh is a past President of the Certified Public Accountants Societies Executive Association (CPA/SEA), a past Chairman and member of the Board of the Texas Society of Association Executives (TSAE), and is a past member of the Board of Directors of the American Society of Association Executives (ASAE). He is also a past Chair of the ASAE Government Relations Section Council. Mr. Sharbaugh was awarded the Distinguished Executive Award by TSAE in 2015, in recognition of his outstanding leadership in association management. He was recognized as an ASAE Fellow in 2003, and has been honored several times by Accounting Today as one of the Top 100 People in Accounting. Anupam Singhal Co-Founder, Monaeo Anupam Singhal is a co-founder of Monaeo, a technology firm that delivers data analytics to help businesses identify and manage tax exposures created by business travel. Mr. Singhal has over 10 years experience investing in and helping to build world-class technology companies. He holds an MBA from Harvard and a BS from Carnegie Mellon and London School of Economics.

7 Chad Soares Partner, PwC Chad Soares has 23 years of experience advising clients on a variety of complex financing transactions. His clients include both corporate and financial buyers and typically require deep knowledge not only of leasing, but other related areas such as consolidation, revenue recognition and joint venture accounting. He recently completed a five-year tour in PwC s National Office where he consulted on matters related to both U.S. GAAP and IFRS. He has been at the heart of the firm s efforts to respond to proposed changes in lease accounting, including primary authorship of PwC s comment letter on the May exposure draft and serving on the Chairman of FinREC Leases comment letter task force. Mr. Soares spent 10 years living in London and working throughout Europe where he gained extensive experience advising on IFRS, public-private partnerships, capital raising transactions, cross-border public debt and equity offerings, private placements, mergers and acquisitions, share-based compensation, and the periodic reporting obligations applicable to foreign private issuers. He is a regular speaker at both internal and external training events and conferences. Paul Willey Retired Treasurer, Dresser Industries Inc. Paul Willey retired in 1998 from Dresser Industries Inc. after 38 years where he served as Treasurer. After his job at Dresser, he served as Chief Financial Officer at Peerless Manufacturing Inc. Mr. Willey is currently a member of the Dallas Chapter of Financial Executives International, Beta Gamma Sigma and the Dallas CPA Society, where he served as Chairman of the Board of Directors in He was Chair of the Dallas American Red Cross and is currently the Treasurer at Highland Park Presbyterian Church. Location: InterContinental Dallas Hotel Date: May 12, 2017 Course Number: CPE Credit: 8 hours MCLE Credit: 6.75 hours Format: Classroom Designed For: CPAs in Public Practice and Industry Prerequisite: None Course Level: Basic Sponsor No.: 441 General Information Cost: $50 Member, $340 Non-Member, $130 Partner Association Attendees David P. Zander Steward, Back Nine Financial LLC After spending the first 25 years of his career on what he calls the front nine (the accumulation phase), Dave Zander has dedicated the last 15 years to the back nine (the income phase). He ran both Aetna s and Lincoln National s income divisions before starting Back Nine Financial, an educational, consulting and speaking firm, working primarily with CPAs, corporations and individuals to help them understand and maximize Social Security benefits. Mr. Zander has conducted Social Security workshops across the country for a variety of audiences including the Texas CPA Tax Institute and the CPA societies in Austin, Dallas, Houston and San Antonio. 16