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Instructor
Instructor
James (“Jim”) Martin is a true “general practitioner” in Atlanta, Georgia who, for 39 years, has specialized in both income tax and accounting and audit areas. In addition to serving the accounting and tax needs of 100 clients, Jim performs 75-80 continuing education seminars per year for CPAs and attorneys throughout the United States. To date, he has prepared and presented over 3000 full and half-day seminars on accounting and taxation topics. Jim’s philosophy of CPE is simple: spend the class time on topics of applicability and relevance to all and present the topics in an entertaining and fast moving manner. He also produces self-study videos that have been among the top sellers in the southeastern United States for the past several years. Jim regularly consults with CPA firms throughout the United States on a variety of accounting and auditing technical issues and serves as expert counsel in litigation manners.
Instructor
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Instructor
Karen joined the Culverhouse School of Accountancy faculty at the University of Alabama in August 2019 and teaches undergraduate and graduate level tax courses. Karen’s areas of specialization include state and local taxation and the taxation of individuals, corporations, and consolidated groups. Prior to joining the Culverhouse School of Accountancy faculty, Karen worked for an international public accounting firm for twenty-two years, serving as a tax partner based in the firm’s Birmingham office. During her career in public accounting, Karen served clients throughout the Southeast region and specialized in tax provision, consulting, and compliance services for the financial services industry.
Karen received a Bachelor of Science in Accounting from the University of Alabama and a Master of Science in Accounting, with a tax concentration, from the University of Virginia.
Karen currently serves as a member of State Taxation and Legislation Committee for the Alabama Society of Certified Public Accountants. She is a frequent speaker at continuing education events and seminars sponsored by the society, and she has published several articles on taxation topics for the society’s quarterly publication for its members. Karen also serves on the Undergraduate Council for the University of Alabama, and she is a member of the Capital Campaign Committee and the Board of Visitors for the Culverhouse College of Business.
Instructor
Instructor
Instructor
Kimberly Ellison-Taylor
Business Growth and Revenue with High Performing Teams
Customer Engagement, Economic Uncertainty, the Competitive Landscape, Transformation and Talent Leadership are topics for organizations of all sizes. However, the talent area is the most challenging. Why? Because Talent Leadership not just management requires ongoing culture development, initiatives, and inclusive leadership. Being intentional about high performing teams means being vulnerable, touchy feely, and an ally. It sounds like the movies yet; high performing teams are a consistent theme in corporate success stories. They are a competitive differentiator and could enable increased leadership pipeline and retention. High performing teams also win business while earning repeat business. The best strategies are complemented by intentional and inclusive team development. Join this session to hear how high performing teams are critical to competitive advantage and how to avoid training your competitor’s team. In this session learn:
· Trends and organization challenges where trusted advisors are needed more than ever
· Talent and Transformation ingredients that positively impact business outcomes
· Techniques to promote and foster high performing teams
· Why inclusive leadership matters for everyone in the organization
Jim Martin
2023 A&A Update that You Can Use
This course will provide a mid-year update of new (and pending) ASU’s, SAS’s and SSARS that can be used by the real-world practitioner in public and industry. As much applicable (and fun) stuff as can be packed into 100 minutes!
Bill Carr, Mary Stone, Jim White
LEADING Panel Discussion
LEADING: Leaders Educating Diversifying and Including the Next Generation. Three panel members who have committed their lives, time, and talent to advancing the profession will share with the audience their experiences in the profession. They will also share their outlooks as to the future of the profession.
Kristin Scroggin
Generation “THEM”: Managing a Multi-Generational Workforce
Generation "THEM" examines the "WHY" behind each American generation's common perspectives so that we can better understand one another and build more cohesive teams. This presentation gives attendees a solid understanding of generational norms and the importance of attracting and retaining top young talent to ensure sustainability while allowing them to laugh at how silly we are deep down. Objectives include:
· Attendees will be able to list the names and accepted age ranges of each generation currently in the American workplace. Attendees will be able to identify 3-5 commonly held beliefs within each generation.
· Attendees will be able to differentiate between commonly held traditionalist perspectives and that of incoming generations.
· Attendees will be able to articulate feedback for employees and co-workers of other generations that maximizes acceptance and change.
· Attendees will choose more effective mediums to communicate with co-workers in every generation to increase productivity.
Karen Miller
Key Federal and Alabama Tax Developments for 2023
The session will provide an overview of the key US federal tax developments, related to both legislation and administrative guidance, during the first half of 2023. Additionally, the session will provide an overview of the key tax legislative developments from the 2023 regular session of the Alabama legislature. Areas of focus for individual, corporate, and partnership taxpayers will be addressed.
