37th Annual Conference for Executive Directors And Board Staff Sant Antonio Hyatt Regency March 26 March 28, 2019 TENTATIVE AGENDA

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1 MORNING PLENARY SESSION Tuesday, March 26, :00 am 12:00 pm Executive Directors Committee Meeting (Committee Members Only) 9:00 am 12:00 pm State Society Relations Committee Meeting (Committee Members Only) LUNCHEON 12:00 1:00 pm Joint Lunch ED and State Society Relations Committees (Committee Members Only) AFTERNOON PLENARY SESSION 1:00 2:00 pm Orientation for new Attendees 1:00 2:00 pm Registration 2:00 2:15 pm Welcome Presiding: Stephanie Peters, President and CEO Virginia Society of CPAs 2:15 3:15 pm Peer Review Update (with State Society CEO s) Panel: Paul Pierson, CPA, Senior Director Illinois CPA Society 37 th Annual Conference for Executive Directors and Board Staff - 1

2 Beth Thoresen, Peer Review Operations Director AICPA 3:15 4:00 pm Uniform CPA Examination Updates (with State Society CEO s) Grace Berger, Executive Director Montana Board of Public Accountants Colleen Conrad, CPA, Executive Vice President & COO Ed Barnicott, Vice President Strategic Planning & Program Management, Patricia Hartman, Director, Client Services, 4:00 4:15 pm Break 4:15 5:00 pm Other Issues Impacting the Profession State Board and Society Relations (with State Society CEO s) 5:00 pm Recess (Closed Discussion) 6:00 8:00 pm Welcome Reception Moderators: Stephanie Peters, President and CEO Virginia Society of CPAs 37 th Annual Conference for Executive Directors and Board Staff - 2

3 Wednesday, March 27 8:00 9:00 am Breakfast MORNING PLENARY SESSION 9:00 9:15 am Welcome Presiding:, 9:15 10:00 am Report, Janice Gray, CPA, Chair Ken L. Bishop, President & CEO, 10:00 10:30 am CPE Audit Tracking Tool Grace Berger, Executive Director Montana Board of Public Accountants Maria Caldwell, Director, Compliance Services, Amy Tongate, Associate Director, CPE Services, 10:30 10:50 am Break 10:50 11:30 am Legal Cases and Other Developments Impacting the Profession 37 th Annual Conference for Executive Directors and Board Staff - 3

4 Richard C. Carroll, Executive Director Kentucky State Board of Accountancy Noel Allen, Esq. Allen & Pinnix, P.A. 11:30 12:00 pm Legislative Updates Impact on State Boards Richard C. Carroll, Executive Director Kentucky State Board of Accountancy Kimberly Scott, President & CEO Washington Society of CPAs Charles Satterlund, CPA, Executive Director Washington State Board of Accountancy John W. Johnson, Director, Legislative & Governmental Affairs, LUNCHEON 12:00 1:00 pm Lunch 1:00 1:30 pm Recognition Presiding: Kent Absec, Executive Director Idaho State Board of Accountancy Randy Ross, CPA, Executive Director Oklahoma Accountancy Board AFTERNOON PLENARY SESSION 1:45-2:40 pm Accountancy Stakeholders Work Group Update (with State Society CEO s) 37 th Annual Conference for Executive Directors and Board Staff - 4

5 Brenda Turley, Executive Director West Virginia Board of Accountancy Skip Braziel, VP State Regulation and Legislation AICPA Jimmy Corley, CPA, Executive Director Arkansas State Board of Public Accountancy Ron Gitz, CPA, Executive Director/CEO Society of Louisiana CPAs Ed Barnicott, Vice President, Strategic Planning & Program Management, 2:40 3:00 pm Break 3:00 3:30 pm Prometric Exam Security & Scheduling (Closed Discussion) Kent Absec, Executive Director Idaho State Board of Accountancy Kim Farace, Director Account Management Prometric 3:30 5:00 pm Open Discussion Topics Breakout Sessions (with Board EDs & Staff) (Closed Session) 5:00 pm Recess 37 th Annual Conference for Executive Directors and Board Staff - 5

6 Thursday, March 28, :00 9:00 am Breakfast (with Legal Counsel) MORNING PLENARY SESSION 9:00 10:00 am Ethics Thomas DeGroodt, CPA, Executive Director Missouri State Board of Accountancy Wendy Garvin, Executive Director Tennessee State Board of Accountancy 10:00 10:30 am Trending Issues Susan Somers, Executive Director Kansas Board of Accountancy Alfonzo Alexander, Chief Ethics and Diversity Officer and President Center for the Public Trust Jovonna Bennett, Executive Director Rhode Island Board of Accountancy Colleen Conrad, CPA, Executive Vice President & COO Daniel Dustin, CPA, Vice President, State Board Relations 10:30 10:45 am Break 10:45 11:30 am Testing Accommodations (with Legal Counsel) Kent Absec, Executive Director Idaho State Board of Accountancy 37 th Annual Conference for Executive Directors and Board Staff - 6

7 Adam Herjeczki, Manager, Testing Accommodations/ADA Compliance, Robin Stackhouse, Director, Exam Development and Operations, AICPA Elizabeth Goldstein Wolfe, Esq, Regulatory Counsel 11:30-12:15 pm Transcript Evaluations (with Legal Counsel) Panel: Charles Satterlund, CPA, Executive Director Washington State Board of Accountancy Kyle Barrier, Supervisor, Candidate Services Wade Jewell, President, AEQUO and Director, NIES, Patricia Hartman, Director, Client Services 12:15 12:45 pm Cyber Security Brenda Turley, Executive Director West Virginia Board of Accountancy Special Agent Raymond P. Martinez III FBI San Antonio LUNCHEON 12:45 1:45 pm Lunch (with Legal Counsel) AFTERNOON PLENARY SESSION 2:00 3:00 pm Breakout Sessions (Closed Sessions) 37 th Annual Conference for Executive Directors and Board Staff - 7

8 Executive Directors (only) Board Staff (only) Tracey Fithen, Assistant Executive Director Accountancy Board of Ohio 3:00 3:20 pm Break 3:20 4:00 pm Breakout Sessions (Closed Sessions) Executive Directors (only) Board Staff (only) Tracey Fithen, Assistant Executive Director Accountancy Board of Ohio 4:00 5:00 pm Q & A Session with Leadership, Executive Directors only (Closed Session) Presiding: 5:00 pm Adjourn 6:30 pm Closing Celebration 37 th Annual Conference for Executive Directors and Board Staff - 8

9 MORNING PLENARY SESSION Friday March 29, :00 am 12:00 pm Executive Directors Committee Meeting (Committee Members Only) 37 th Annual Conference for Executive Directors and Board Staff - 9