2019 Speakers: Accounting & Auditing Conference

 

Bowling, Samantha

Samantha A. Bowling, CPA, CGMA

Partner
Garbelman Winslow CPAs

Presenting - Artificial Intelligence in Auditing - A Small Firm Perspective

The first and only woman admitted as a partner at Maryland CPA firm Garbelman Winslow CPAs, Samantha Bowling has led the initiative for embracing technology and innovation in all areas of business services and internal processes during her 26 years there. Samantha and her team have successfully integrated artificial intelligence (AI) in auditing for small businesses and nonprofits. As an early adopter she is providing valuable input to help make the technology more usable for other firms. 

Samantha held the position of MACPA’s chair for fiscal year ending June 30, 2019. She was founder and chair of the MACPA’s task force for Equality, Diversity, and Inclusion, and co‐founder and a mentor for the MACPA’s mentoring program. She is a supporter and sponsor of the MACPA’s Women to Watch Awards and the MACPA’s Student Leadership Academy, and has spent three years on the AICPA’s Governing Council. In April 2016 and again in April 2018, Samantha was recognized as one of Maryland’s Top 100 Women by The Daily Record. In October 2018, Samantha was awarded the 2018 Innovative Practitioner Award by CPA.com for her work in implementing AI into her own firm as well as talking and engaging the future of AI and the impact on accounting globally. Additionally, she is an advisory board member for Branch Banking and Trust (BB&T), was team captain for the Avon Walk for Breast Cancer from 2005‐2011, and supporter of the Junior Achievement and JA Biz Town Volunteer.


Frank Brulenski

Francis Brulenski, CPA, CFF, CVA

Partner
Marcum LLP

Presenting - Preventing and Detecting Fraud 

Frank Brulenski is a partner in Marcum’s Philadelphia office and a member of the firm’s advisory services division. Frank has over 30 years of diversified experience in the accounting field, including over 25 years in the forensic accounting arena, providing investigative accounting and litigation support services to attorneys, trustees, receivers, businesses, nonprofits, and governmental units. Litigation support services typically include varying degrees of independent investigation, financial analyses, witness interviews, analysis of damages, and preparation for and assistance at trial. Civil matters often require preparation of an expert report of findings and conclusions.

Frank has been called upon to provide expert testimony concerning the results of investigations, and engagements have included business loss claims, shareholder disputes, accounting malpractice, bankruptcy, trustee/receivership services, internal accounting controls, employee dishonesty matters, business valuation, income tax fraud, and other financial frauds.

Frank’s experience includes performing financial statement, consulting, agreed-upon procedure and other advisory engagement services to business and nonprofit clients. He was responsible for the development and management of the Smart Devine firm’s system of quality control over a 20-year period. Financial statement engagement experience has ranged from a one-location audit to a complex international consolidation, included privately held business concerns to public companies, covered a broad range of industries, and included employee benefit plans.


Michael D. Colgan, PICPA CEO and executive director 

Michael D. Colgan, CAE

CEO & Executive Director
Pennsylvania Institute of CPAs

Presenting - Emerging A&A Trends and Hot Topics 

Mike Colgan is CEO and executive director of the Pennsylvania Institute of Certified Public Accountants (PICPA), a professional association of more than 22,000 CPAs in Pennsylvania.

Mike’s key goal is to enhance the PICPA’s already stellar reputation as the premiere CPA association in Pennsylvania. He accomplishes this by fostering communications and personal relationships with PICPA members and leaders in the accounting profession, legislative and regulatory agencies, and other related organizations. He works closely with PICPA leadership to propose new and challenging programs to the state and chapter officers, and takes a lead role in developing strategic plans and objectives with the senior management team.

Mike is on the board of directors and serves as president of the Certified Public Accountants Society Executives Association, is a member of the American Institute of Certified Public Accountants (AICPA) Peer Review Board, and previously served on the AICPA Future of Learning Task Force. Mike is on the National Association of State Boards of Accountancy (NASBA) State Society Relations Committee and the AICPA/NASBA Uniform Accountancy Committee. He is a member and past president of the Mid-Atlantic Society of Association Executives and a member of the American Society of Association Executives (ASAE). Mike is also an executive committee member of Temple University’s Fox School of Business Accounting Circle.

Mike is a graduate of Drexel University, and received the certified association executive (CAE) designation from the ASAE in 1990. Mike is the former varsity girls basketball coach for Marple Newtown High School in Newtown Square, Pa. He joined the PICPA in 1979 as manager on the professional education team, assumed the role of COO in 1988, and was named CEO in 2012.


Mike  Glynn, CPA, CGMA 

Michael P. Glynn, CPA, CGMA

Senior Manager, Audit and Attest Services Team - Public Accounting
AICPA

Presenting - 2019 Update on Standards for Audits, Reviews, Compilations, and Preparation Engagements

Michael P. (Mike) Glynn is a senior manager in the AICPA Audit and Attest Standards Team. In this capacity, Mike serves as the staff liaison to the Accounting and Review Services Committee (ARSC). In addition, he supports the activities of Auditing Standards Board (ASB) and its subcommittees by assisting members in drafting and deliberating authoritative professional standards and interpretations.

Prior to joining the Audit and Attest Standards Team, Mike was a technical manager in the AICPA SEC Practice Section (SECPS). In that capacity, he supported the Quality Control Inquiry Committee (QCIC) by participating in deliberations of QCIC cases and participating in meetings with the Securities and Exchange Commission regarding the SEC’s oversight of the self-regulatory process. Prior to joining the SECPS, Mike was a technical manager in the AICPA Professional Ethics Division.

Before joining the AICPA in April 1998, Mike worked at Ernst & Young LLP in New York. 

Mike also serves as a member of the New York State Society of CPAs’ accounting and review services committee.

Mike is a graduate of Pace University with a BBA in public accounting.


Henry_Allison15 

Allison M. Henry, CPA

Vice President, Professional & Technical Standards
Pennsylvania Institute of CPAs

Presenting - Emerging A&A Trends and Hot Topics

Allison, who has been with the Pennsylvania Institute of Certified Public Accountants (PICPA) since 2003, works to elevate CPA practice quality through advocacy, outreach, and education. She currently administers PICPA’s Joint Ethics Enforcement Program with the American Institute of Certified Public Accountants (AICPA), oversees the administration of the AICPA’s Peer Review Program for Pennsylvania firms, monitors emerging global trends in the accounting profession, and serves as the PICPA staff liaison for eight statewide committees: Peer Review, Professional Ethics, Accounting and Auditing Procedures, Forensic and Litigation Services, Business Valuation, Not-for-Profit, Employee Benefits Plans, and IT Assurance. Allison also is technical staff liaison for a number of working groups that reach out to regulatory agencies in Pennsylvania on behalf of the profession. She frequently shares her expertise by speaking at PICPA events, hosting webinars on key topics, teaching ethics training, writing for the CPA Now blog, writing articles for the Pennsylvania CPA Journal, and fielding technical inquiries.


Before joining the PICPA, Allison spent several years as a senior manager with a regional accounting firm and nine years at Deloitte & Touche LLP, where she worked in the assurance and advisory services group. Allison’s diverse client service experience has included many not-for-profit, health care, and world relief organizations, as well as small and large manufacturing, distribution, and service-oriented entities. She has also served as the designated employee benefits specialist.

Allison is a graduate of Washington University in St. Louis, Mo., and holds an accounting equivalency from the University of Arkansas in Little Rock. She spent four years in internal accounting positions, including the Department of Defense, while her husband served on active duty with the U.S. Army.
Allison is a member of the PICPA and AICPA. She volunteers for the children’s ministry at Washington Crossing United Methodist Church. She is a native of St. Louis, and is an avid runner.


Rankin, Kurt 

Kurt J. Rankin

Economist
The PNC Financial Services Group

Presenting - Emerging A&A Trends and Hot Topics

Kurt J. Rankin is vice president and economist for The PNC Financial Services Group. He is responsible for contributing to PNC’s regional, national, and international economic analysis, including coverage of metropolitan area economies throughout PNC’s midwestern footprint. Rankin focuses on econometric model design and improvement, and specifically with operations related to quality control and model validation. Rankin joined PNC in June 2010 after a 10-year career with Moody’s Analytics. In that position, he served as the lead analyst for operations design and implementation for an array of econometric modeling systems, from country-level macroeconomic models to concept-specific, highly customized forecasting projects. Rankin also helped launch that firm’s Sydney, Australia, economic research operations on-site. He was named vice president in February 2016.

He is past president of The Economic Club of Pittsburgh - the local chapter of National Association of Business Economics (NABE). Rankin earned his bachelor’s degree in economics from the University of Pittsburgh and his master’s degree in economics and finance from Venice International University (Venice, Italy). Rankin also holds an MBA from the University of Phoenix, with a concentration in global management.


R. Charles Waring 

R. Charles Waring, CPA, CISA

Director – Assurance and Technology Control Services
EisnerAmper LLP

Presenting - Evaluating IT Controls and SOC Reports 

Charles Waring is a director in the assurance and technology control services practice within EisnerAmper’s audit group. He has extensive experience as an audit professional specializing in internal controls and IT risk management. Charles focuses on compliance and controls within a wide spectrum of organizations across multiple industries. He has experience supporting external audits, performing SOC engagements, delivering internal audits, assessing compliance functions, and performing risk assessments of consumer protection financial laws. Charles has worked extensively with financial service clients, including loan servicers, banks, insurance companies, and broker-dealers.

Charles has been a panel speaker and presenter for the Pennsylvania Institute of Certified Public Accountants, where he is an officer in the Greater Philadelphia Chapter and a past “40 Under 40” Members to Watch, which recognizes up-and-coming young leaders. He lives in Media, Pa., with his wife, son, and daughter.


Yepes, Adriana

 

Adriana Yepes

Supervising Project Manager
Financial Accounting Standards Board



 

Presenting - FASB Update

Adriana Yepes is a supervising project manager at the Financial Accounting Standards Board (FASB). Adriana has led projects addressing the accounting for business combinations, the equity method, the derecognition of nonfinancial assets, and contingent put and call options in debt instruments.

Before joining the FASB in 2014, Adriana was a director in PwC’s transaction services practice, which advises clients on mergers, acquisitions, divestitures, alliances, and other corporate finance transactions. She specialized in assisting clients with complex financial reporting issues and transactions focusing on areas including consolidations, business combinations, joint ventures, and lease accounting.

Before joining PwC, Adriana spent three years as a vice president in the accounting policy group of an investment bank, and prior to that in the audit practice of another Big 4 firm, serving medium to large public clients in the technology, energy, and health care industries. Adriana received a bachelor’s degree from Florida International University and master’s degree from the University of Miami. She is a CPA in Florida.