Vermont Society of Certified Public Accountants
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VTCPA Annual Meeting - CREATING PROFESSIONAL AWESOMENESS

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Member Price: $369.00 Price reflects early registration savings of -$40.00, good until 4/22/19
Non-Member Price: $569.00 Price reflects early registration savings of -$40.00, good until 4/22/19

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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
CPE Credits:
Other: 8.00
Instructor
Kimberly Ellison-Taylor (3334)
Kimberly 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. 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.

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 (3338)
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.
Kristen Rampe (3339)
Kristen got into accounting the way many people did: She liked math. She joined the Big 4 out of college and held on for three enlightening years in audit. After finding the long-hours-lifestyle to be more than she was after, Kristen quit public accounting for the first time and ended up in industry at one of her clients.

18 months later, she jumped back into public at a regional firm in San Francisco. This time she eased out of audit to help form a SOX compliance team from the ground up, and led a variety of intriguing and unique consulting projects.

Fast-forward seven years, she realized her strongest technical talents were those in the areas that were not considered "technical" as a public accountant; you know the ones: communication, client service, building great teams, etc. Kristen decided to use her strengths to bring these essential skills back to the industry she's known from the inside.

Her work now enables deeper client relationships, stronger team collaboration, and increased efficiency; all leading to higher profitability for CPA and professional services firms. She loves what she does and welcomes the opportunity to work with people who value relationships and communication as a component of success.
Suzanne McDowell (3340)
Suzanne McDowell, co-CEO / CHRO / VP of Human Resources at King Arthur Flour.
Rob Downey (3341)
Rob Downey is a lawyer and food entrepreneur based in Burlington, VT. In 2003 he co-founded Third Place, Inc. to craft and fund strategic partnerships in farm-to-table restaurants and other local food and beverage concepts. Currently Third Place owns and operates American Flatbread Burlington Hearth and Zero Gravity Craft Brewery, and are co-founders and partners in The Farmhouse Group of restaurants including Farmhouse Tap & Grill, El Cortijo Taqueria Y Cantina, Guild Tavern, and Pascolo Ristorante. Rob is Chair of the Board of the Intervale Center, and a Fellow at Vermont Law School’s Center for Agriculture and Food Systems. He also serves on the advisory boards of several local companies, including Aqua Vitea and Skinny Pancake.

Creating Professional Awesomeness!

Re-energize your passion for the accounting profession and learn how to create a culture of AWESOMENESS at your firm! The day will be jam-packed with learning and networking, yummy food and drink, including Zero Gravity's Conehead beer-tasting, and plenty of laughs. Maybe you'll win an iPad or Amazon gift card during the social hour! Snap photos with old and new friends in our classic photo booth!

 Passion for the Profession! - Kimberly Ellison-Taylor, CPA, CGMA, Global Strategy Leader at Oracle & Past Chairman of the AICPA

Suzanne McDowell, Co-CEO of King Arthur Flour, will share KAF's success story and how the energized employees make that happen every day.

Tabitha Croscut, Esq., of Devine Millimet, will tell us how an Employee Stock Ownership Plan can offer mutual benefits for owners, employees, and the company as an ownership transition and liquidity option.

Slide Deck Improv with Kristen Rampe, CPA It's the perfect intersection of entertainment and professional education. Skill Enhancing, Confidence Building, Exceptionally Fun! Are you game?

Zero Gravity Brewery - CEO & Co-Founder Rob Downey will talk about how they expanded to a 30-barrel brew house located on Pine Street in Burlington's South End Arts District.  Rob's presentation will be followed by a Zero Gravity Beer Tasting.

2019 Annual Business Meeting &  Election of New Board Members and Officers. Join us in welcoming Gwen Flewelling as the incoming Chair and giving thanks to outgoing Chair, Christopher Plumpton for a rewarding 2018-19.

Who's Joining the Board? This year's nominees include several Young Professionals Committee Members; incoming Chair-elect April Jamieson and new Board Members Matthew Cleare, Angela Guinness, and Andrew Lamson.

Vendor Exhibit Trade Show (contact us to exhibit or to sponsor the social hour)

All-Inclusive Fee! 8 CPE Hours, Breakfast, Lunch, Refreshment Breaks, and Networking Social Hour with Open Bar and heavy hors d'oeuvres. Oh, and don't forget to pop into the photo booth for fun--that's included, too!

What are you waiting for? Register now!

 

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