Vermont Society of Certified Public Accountants
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VTCPA Annual Meeting - Register Early and Save!

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Member Price: $339.00 Price reflects early registration savings of -$30.00, good until 3/31/19
Non-Member Price: $539.00 Price reflects early registration savings of -$30.00, good until 3/31/19

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Date/Time:
May 8, 2019, 8:00am–5:30pm
Venue:
Woodstock Inn & Resort (Woodstock, VT 05091)
14 The Green
Woodstock, VT 05091
Instructor
Kimberly Ellison-Taylor (3334)
Kimberly Ellison-Taylor
Global Strategy Leader, Cloud Business Group, Oracle

Kimberly N. Ellison-Taylor has a diverse background in finance and technology; she is currently a global strategy leader at Oracle. She has held positions at NASA’s Goddard Space Flight Center, Motorola, KPMG, and in Prince George’s County (Maryland) government. From 2016 to 2018, Ellison-Taylor served as the 104th chairman of the American Institute of CPAs, where she received numerous awards and recognition. Notably, she was the youngest person, fifth woman, and first person of color to serve as chairman in the AICPA’s 130-year history.

Ellison-Taylor was the second chairman for the Association of International Certified Professional Accountants, an organization founded in 2017 that has 667,000 members in 184 countries. She has been recognized by Accounting Today as one of the “Top People in Public Accounting—2018” and by CPA Practice Advisor as one of the “2018 Most Powerful Women in Accounting.”

Ellison-Taylor’s 14-year tenure at Oracle has given her an extensive perspective on artificial intelligence, big data, cloud, and emerging technologies. She has used this knowledge and experience to lead strategy and innovation in the accounting/finance profession. She is a frequent keynote speaker on topics such as digital disruption, transformation, technology, inclusive leadership, and the next generation of finance talent.

Ellison-Taylor is a volunteer leader in the Sigma Gamma Rho Sorority community service organization, where she has served for 28 years in numerous volunteer roles with youth, the elderly, the military, and families. Having served on the local, regional, and national levels of the organization, Ellison-Taylor most recently served as president of a local chapter where she led initiatives for St. Jude, March for Babies, the National Alliance for Mental Illness, and Operation Welcome Home Maryland.

Ellison-Taylor has a BA in information systems management from the University of Maryland Baltimore County, an MBA from Loyola University Maryland, and an MS in information technology management from Carnegie Mellon University.
Tabitha Croscut (tcroscut@devinemillimet.com)
Tabitha is a shareholder and chair of the ESOP team at Devine, Millimet, with a national practice focused on Employee Stock Ownership Plans (ESOPs) as succession and employee compensation strategies. In addition to counseling clients regarding transactional, compliance and fiduciary issues with respect to their ESOPs, she has represented companies, sellers and internal and external trustees in ESOP transactions ranging from under a million dollars to over four hundred million dollars. She is a frequent speaker at ESOP conferences nationwide and presents regularly on how ESOPs can be an effective exit or transition planning tool for owners of closely held businesses.
Tabitha serves as a director and former President of the Vermont Employee Ownership Center (VEOC), is an active member of The ESOP Association serving on its Legislative & Regulatory Committee, the National Center for Employee Ownership (NCEO), and also serves on the Board of Trustees for the Employee Ownership Foundation.

SPACE IS LIMITED-RESERVE YOUR SEAT TODAY!

Breakfast at 7:30 a.m., Program 8:00 a.m. - 4:30 p.m., Social Hour 4:30 p.m. - 5:30 p.m.

AICPA Professional Issues Update - Kimberly Ellison-Taylor, CPA, CGMA, Global Strategy Leader at Oracle & Past Chairman of the AICPA

Inaugural VTCPA Young Professionals Group Speaker Presentation - Details coming soon!

Plus, Additional Speakers to be Announced

2019 Annual Business Meeting &  Election of New Board Members and Officers. Nominees include future Chair-elect April Jamieson and future Board Members Matthew Cleare, Angela Guinness, and Andrew Lamson.

Surprise Entertainment - Stay Tuned!

Doorprizes include an IPad and Amazon Gift Cards!

Vendor Exhibit Trade Show (contact us to exhibit)

Fee Includes 8 Hrs. CPE, Breakfast, Lunch, Refreshment Breaks, and Networking Social Hour with Open Bar and heavy hors d'oeuvres.

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