Virtual Student Accounting Accelerator

Tuesday, September 29 9:00am PDT - Friday, October 2 1:00pm PDT

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Overview

Ready to launch your career in accounting?  Join the WSCPA Student Accounting Accelerator for four exciting days of career content designed to help you achieve your wildest dream of being a super sexy cool Matrix-agent-Smith CPA. Get insider access to accounting specialty overviews from professionals across the state, hear about diversity & inclusion strides in the profession, discover how to put more scholarship dollars in your pocket, and interact with recruiters and professionals from Washington who can provide the best advice and tips for climbing the accounting career ladder. Wanna be a partner in 5 years? We'll cover that, too. Plus, you can share your resume with firms via the resume exchange, and join daily meet and greet virtual firm booths to start interviewing for your dream accounting job right away.

This is a 4-day virtual event developed for accounting students.

Launch your accounting career at the Virtual Student Accounting Accelerator!

General Session

9:00am - 9:30am PDT How to Get Those 3 Letters After Your Name: CPA

Jesse Holt Account Manager, Becker Professional Education

Jesse Holt

Jesse D. Holt, M.Ed. Account Manager, Pacific Northwest Becker Professional Education

Jesse Holt is an Account Manager at Becker Professional Education. He assists in student success through Becker’s CPA Exam Review which helps professionals advance their careers. Becker has been the industry leader in test preparation for 60 years, helping over one million candidates prepare for the CPA Exam by offering a powerful, personalized and efficient review. Becker also assists accounting professionals through various credentials such as ACCA, CMA, CPE, PMP, and Association of Certified Anti-Money Laundering Specialists (ACAMS). Prior to joining Becker, Jesse worked as a Biomedical Account Manager for the American Red Cross and Government Account Manager for FranklinCovey. He graduated from the University of Wisconsin with a Masters in Educational Leadership and Southern Utah University with a Bachelors in Communications. Jesse currently resides in Salt Lake City, UT with his wife and two children.

In this session learn why you want those 3 letters after your name, navigating the 4 E’s of the CPA licensure procress, and get an overview of 4 part exam from Becker, the Industry Leader in the CPA Exam Review.

General Session

9:30am - 10:00am PDT Where Will Your CPA Take You?

Sarah Funk Senior Director, Audit Global Complia, Trilogy International Partners

Sarah Funk

Sarah Funk, CPA, CGMA, is Senior Director, Global Compliance & Internal Audit at Trilogy International Partners, Inc. Since joining Trilogy in 2006 she has gained extensive experience leading multinational initiatives throughout the audit life cycle including pre-filing IPO readiness, material weakness remediation and optimizing operations to strategically leverage efficiencies while training and managing cross-functional teams. Prior to joining Trilogy, Sarah spent three years in public accounting, followed by two years working with locally based publicly traded companies. Sarah received a Bachelor of Arts degree in business administration with a major in accounting from Washington State University.

Joel Williams Senior Manager, Global Mobility Servi, KPMG LLP (Seattle)

Joel Williams

Joel is a Senior Manager in KPMG’s Seattle Global Mobility Services practice. He has over 15 years of experience in assisting clients with global mobility issues, both with US citizens working abroad and foreign nationals working in the US. Joel spent 5 years working abroad in the Middle East and the UK, so he has first-hand knowledge of the concerns facing globally mobile employees.

Joel is responsible for identifying and delivering technology solutions for multi-national organizations to help them manage their globally mobile employee populations more effectively. Joel has deep knowledge of global mobility matters and has advised clients on tax and social security issues for individuals working all over the globe. Joel also has key insight into what matters most to the employees themselves, as he had overall responsibility for the global tax consultation process for a major technology client

Hear from two CPAs with fancy titles that include Global operations to hear about their experience as a global CPA, and the cool places they travel.

General Session

10:00am - 10:30am PDT CPA Professional Spotlight: Fulfilling Careers in Government Accounting

David Trujillo Executive Director, Washington State Gambling Commission

David Trujillo

David Trujillo, CPA, CGMA, is Executive Director of the Washington State Gambling Commission. He is the commission’s administrator and chief enforcement officer, and is responsible for all agency staff as they carry out the statutory powers and duties. He has been with the agency since 1992. A licensed CPA since 1998, he has been actively involved with WSCPA since 2002 and received the Society’s 2013-14 Outstanding Volunteer Leader Award. A graduate of Western Washington University and Central Washington University, Dave is a police academy graduate, recipient of the FBI LEEDA Trilogy Award, and has testified before the US Senate Committee on Indian Affairs. Part of the National Guard Community, he was awarded the 2016 State Guard’s General Roy A. Peterson Outstanding Officer Award. He also serves on Saint Martin’s Accounting Advisory Committee. He lives in Thurston County.

Scott DeViney Asst Director of Quality Assurance, Washington State Auditor's Office

Scott DeViney

Scott DeViney is the Assistant Director of Quality Assurance for the Office of the Washington State Auditor. In this capacity, he leads the Office’s technical audit support team to deliver current audit guidance, training, technical assistance and quality assurance.

Scott has worked for the Office since 2000. Prior to being appointed to his current position in 2018, he worked as an auditor on the Vancouver audit team and later as the Office’s financial audit specialist.

Scott currently serves on the Financial Management Standards Board of the Association of Government Accountants (AGA) and on both the Peer Review and Audit Standards & Reporting committees of the National State Auditors Association (NSAA).

Scott is a Certified Public Accountant. He holds a Bachelor’s degree in accounting and finance from Washington State University. He also holds a Lean Six Sigma green belt certificate from the University of Washington and a Lean Six Sigma black belt certificate from the Council for Six Sigma Certification.

In this professional spotlight, hear from the State Auditors Office & The Gambling Comission about CPA jobs in the government sector.

General Session

10:30am - 11:00am PDT CPA Professional Spotlight: Auditors Have More Fun

Richard Burger Mackey Internal Audit, Microsoft Corporation

Richard Burger Mackey

Richard Burger has 15 years of financial, compliance and auditing experience and has demonstrated proficiencies in executing governance, risk, and control design reengineering across a diverse product/service portfolio involving a multitude of business functions. An experienced and trusted advisor, Rick can engage various stakeholders for managing risk governance.

Prior to serving as an Audit Manager at Microsoft, Richard worked for the Boeing Company as a Senior Analyst and Auditor and Compliance.

Richard graduated Seattle University with a Bachelor of Arts in Business Administration and took graduate coursework at Seattle University in Internal Audit. Richard is a Certified Public Accountant (CPA) and a Institute of Internal Auditors Certified Internal Auditor (CIA).

Jared Theis Director, Deal Advisory and Strategy, KPMG LLP (Seattle)

Jared Theis

Jared Theis, CPA, is an Accounting Advisory Director in the Seattle office of KPMG LLP, working remotely out of Spokane. He provides accounting change, technical accounting, SEC reporting, financial statement and internal control audit services to a variety of large, mid-size, and small public and non-public companies, primarily in the forest products, manufacturing, technology, and real estate industries. Jared maintains an in-depth understanding of requirements and standards of the PCAOB, FASB, SEC, and Private Company Council. He frequently speaks at various professional events and local college campuses on various topics, including data and analytics as a member of KPMG’s D&A network. He currently serves as a member of the Accounting Advisory Boards for Washington State University and Eastern Washington University.

The accounting specialty for those with thick skin and scrupulous standards (nobody is excited about the auditor poking around).  In this session hear from an Auditor working in public accounting, and an auditor in internal audit about why Auditors have more fun, tend to work in a more team-centered environment, and get to travel more.

General Session

11:00am - 11:30am PDT CPA Professional Spotlight: Opportunites in Not-for-Profit - CPAs Giving Back

Jennifer Deger Director of Finance & Global Controll, Bill & Melinda Gates Foundation

Jennifer Deger

Jennifer Deger, Controller, leads the Global Financial & Accounting Services team which reports to the CFO as part of the Finance & Strategy Group. Her team is responsible for grant and vendor disbursements, financial reporting, payroll, tax compliance, cash flow planning, employee expense administration and internal controls. Jennifer’s team manages the annual financial statement audits, tax returns, and general ledger accounting for the Foundation and the Trust as well as for the foundation’s international offices.

Prior to joining the foundation in 2006, Jennifer worked in various roles including public accounting where she specialized in tax exempt organizations and in local government managing the operations of the treasury and tax functions.

Jennifer received her MBA from Seattle University and her bachelor’s degree in accounting from Gonzaga University. She is also a CPA. Jennifer volunteers with two local charities.

Michaela Kay Audit Sr. Manager, BDO USA LLP

Michaela Kay

Michaela has been working in accounting since 2008, where she provides both audit and tax services to various not-for-profit organizations. While most of Michaela’s experience is in public accounting, Michaela worked at World Vision as a lead senior accountant for two years. She knows what it is like to go through an audit from both sides. Her industry experience includes performing financial statement audits, internal control testing, single audits, program specific audits, and preparation of Form 990.

To serve her clients best, Michaela focuses on building personal relationships with the people she works with. Because of her experience in the industry, she can relate to clients on a deeper level and empathizes with her clients. Michaela loves to take on challenges, so there is never and audit or accounting problem that is too complex for Michaela to tackle.

In Michaela’s free time she enjoys spending time with her husband, daughter and two dogs, baking, traveling the world, or relaxing with a good book. She is an active member of the WSCPA Not-for-profit committee and sits on the associate board of Wellspring Family Services. Michaela graduated from Pacific Lutheran University with a Bachelor of Arts in Business Administration in 2008.

Want to give back to your community? Save the world? There’s lots of opportunities in nonprofit. Hear from one CPA who services clients in the nonprofit sphere and another who works in Industry to get two perspectives.

General Session

11:30am - 12:00pm PDT CPA Professional Spotlight: Confessions of a Tax Professional

Moses Man President & Owner, M Squared Tax PLLC

Moses Man

Moses Man, CPA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assist CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master’s in Taxation from the University of Washington.

Mark Hugh President & Owner, Mark Hugh PLLC

Mark Hugh

4.98 stars out of 5 - speaker rating for 2019

“Mark Hugh is top notch. I love his presentations.”
“I love Mark’s ethics class. I have been attending for years!”
“Excellent speaker.” - past attendees

Mark Hugh, CPA, is the principal of Mark Hugh PLLC. He is a frequent trainer and speaker regarding state and local tax issues. His work includes planning and tax reporting reviews for a variety of organizations. He has represented hundreds of taxpayers before state and local agencies. He was the 2011-2012 Board Chair of the Washington Society of Certified Public Accountants. He was also a member of the AICPA Council, the governing body of the American Institute of Certified Public Accountants.

Mark teaches many CPE courses for the WSCPA on Washington State ethics and Washington taxation, including State Nexus and New Developments: Wayfair Edition. He is also available to teach in-house Washington State ethics presentations for company CPE needs.

Not every CPA works in tax, but many do! Hear from those professionals that everyone calls during tax season and why they keep putting those long hours during tax season (and the tradeoffs they take advantage of!)

Breakout Session

12:00pm - 1:00pm PDT Day 1 | Attending Meet and Greet with Larson Gross

12:00pm - 1:00pm PDT Day 1 | Not Attending Meet and Greet with Larson Gross

Wednesday, September 30

General Session

9:00am - 9:45am PDT Don't Leave Money on the Table: Scholarships for Accounting Students - Tips to Apply

Brian Reid Membership Outreach Coordinator, Washington Society of CPAs

With half a million scholarships awarded annually to 80 students through our Foundation, we look at a lot of scholarship applications. Find out how to make the process easier, set yourself apart, craft your personal story for essays, and make references a breeze. Also find out how you can claim your share of $500,000 in scholarship aid next year.

General Session

10:00am - 10:35am PDT Can you Pass the 8 Second Resume Challenge?

Monette Anderson Director of Membership, Washington Society of CPAs

The average recruiter reviews hundreds of resumes and has mastered the 8 second review. Think it’s not possible? We’ll test it live and give you the top tips to stand out from the pack this recruiting season.

General Session

10:35am - 11:05am PDT Virtual Interviewing to Virtual Internships: Do you Have What Employers Want for a Virtual World?

Lizzie Rahm Human Resources Senior Manager, Clark Nuber PS

Lizzie Rahm

Lizzie is a senior manager in the firm’s Human Resources Department. Her mission is to continue to recruit top talent and assist current staff in realizing their full potential. Together with the CHRO, she is responsible for recruiting, performance management, and various HR projects supporting the firm’s initiatives.

Practice Emphasis • Creating a positive work environment for employees • Strategically contributing to firm initiatives • Performance management, college recruiting, experienced hire recruiting • Ensures positive changes to the culture through coordinating with the HR team

Proven Results • High employee satisfaction and retention. • Continually enhanced recruitment and performance management for Clark Nuber. • Collaborative team player that ensures HR team meets their goals.

Education • Western Washington University, Bachelor’s Degree in Human Resources Management • Senior Professional in Human Resources certification (2015) • SHRM Senior Certified Professional (2015)

Awards • Rising Star Award, Lake Washington Human Resources Association (2010) • Excellence in Promoting Clark Nuber’s Values, Clark Nuber (2011)

Activities • Society for Human Resources Management • Northwest Human Resources Management Association, former student president • Lake Washington Human Resource Association, registration chair and volunteer • Washington State SHRM, Conference Director (2016, 2020) and College Relations Director (2019, 2020)

Accounting still offers a virtually recession free stable profession, but things look different at firms in this new covid-reality. As more employers shift to remote work, the skillsets they’re looking for are changing. As employers are expecting you may be working remotely, they’re watching closely during virtual interviews and interactions to see if you have the self-management and communication skills to make it. Get the low down on virtual and remote work etiquette in this session.

General Session

11:10am - 12:00pm PDT Recruiters, Resumes and Recommendations

Julia Dull

Lizzie Rahm Human Resources Senior Manager, Clark Nuber PS

Lizzie Rahm

Lizzie is a senior manager in the firm’s Human Resources Department. Her mission is to continue to recruit top talent and assist current staff in realizing their full potential. Together with the CHRO, she is responsible for recruiting, performance management, and various HR projects supporting the firm’s initiatives.

Practice Emphasis • Creating a positive work environment for employees • Strategically contributing to firm initiatives • Performance management, college recruiting, experienced hire recruiting • Ensures positive changes to the culture through coordinating with the HR team

Proven Results • High employee satisfaction and retention. • Continually enhanced recruitment and performance management for Clark Nuber. • Collaborative team player that ensures HR team meets their goals.

Education • Western Washington University, Bachelor’s Degree in Human Resources Management • Senior Professional in Human Resources certification (2015) • SHRM Senior Certified Professional (2015)

Awards • Rising Star Award, Lake Washington Human Resources Association (2010) • Excellence in Promoting Clark Nuber’s Values, Clark Nuber (2011)

Activities • Society for Human Resources Management • Northwest Human Resources Management Association, former student president • Lake Washington Human Resource Association, registration chair and volunteer • Washington State SHRM, Conference Director (2016, 2020) and College Relations Director (2019, 2020)

Michelle Peters Tax Manager, Sweeney Conrad PS

Michelle Peters

Michelle provides tax compliance and consulting services to closely held businesses, individuals, and corporations. She works with clients in a broad range of industries including real estate, professional services, wholesale, retail, manufacturing and technology.

Get to know Michelle Michelle loves getting out of the house and enjoying all that the eastside and Seattle has to offer. She’s always up for checking out the hottest brunch spot or taking her dog for a walk through one of our beautiful parks. When Michelle is not working with clients and solving complex tax issues, she enjoys cooking, playing with her young son, and unwinding at the barn with her horse Kirby.

Education Bachelor of Arts in Business Administration (Accounting and Human Resources Management), University of Washington

Tamera Pumphrey

Reinforce the 8 second Resume Review Session and the Going Virtual reality by hearing tips from our panel of recruiters who are here to tell you What Recruiters Want.

Breakout Session

12:00pm - 1:00pm PDT Day 2 | Attending Meet and Greet with Clark Nuber

12:00pm - 1:00pm PDT Day 2 | Not Attending Meet and Greet with Clark Nuber

Thursday, October 1

General Session

9:00am - 10:10am PDT Diversity in the Accounting Profession

Kimberly Ellison-Taylor AICPA Speaker, AICPA

Kimberly Ellison-Taylor

Kimberly N. Ellison-Taylor, CPA, CGMA, is Immediate Past Chair of the American Institute of CPAs’ Board of Directors.

Ellison-Taylor has a lengthy history of volunteering for the profession, including serving as a member of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors where she served as a member of the Audit and Finance committees. Ellison-Taylor also worked with the Benevolent Fund, and has served as a Council representative.

She is a past Chair of the Maryland Association of CPAs, and has served on many of its committees, including the New Young Professional Network and Tomorrow’s CPA.

Ellison-Taylor is currently the Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America, a leader in cloud solutions and enterprise technology. In this capacity, she provides insight to help drive innovation in this important domain, particularly as the computing paradigm shifts to Cloud and SaaS.

Previously, she served as the Global Practice team leader for Health and Human Services, working with teams worldwide where she developed and executed strategies on Cloud, Big Data, Security, Fraud Prevention/Detection, Customer Experience, and Modernization. Prior to Oracle, Kimberly worked in leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center; Motorola; KPMG; and Prince George’s County Government, where she served as Chief Information Technology Officer.

Ellison-Taylor received her bachelor’s degree from the University of Maryland, Baltimore County; an Accounting Certificate from the Community College of Baltimore County, an MBA from Loyola University and Master’s of Science in Information Technology and a Chief Information Officer Certificate from Carnegie Mellon University.

She currently resides in Maryland with her husband and two sons.

On October 25, 2016, the AICPA installed their first black Chairman in its 128-year history. Kimberly Ellison Taylor, CPA, CGMA was also the youngest, the fifth female, and only one of a few Chairs from business & industry.  Hear from Kimberly about she became interested in accounting from an early age, and what Kimberly’s lengthy volunteerism and advocacy have taught her about the future of the accounting profession, and how to advocate for yourself and others and the work being done to advance diversity in the profession.

General Session

10:10am - 11:10am PDT The Most Underrated Tool for Career Success

Monette Anderson Director of Membership, Washington Society of CPAs

So, you fancy yourself a savvy job hunter? Maybe you stay on top of research and trends in the profession, have 472 LinkedIn connections, and pore over websites to learn more about the companies you’re interested in. What if I told you there was something you could be incorporating into your career search that offers both networking and occupational information? We’ll unpack some tips to make networking easier and more effective and unveil the newest WSCPA resource to help you meet with the right people!

General Session

11:10am - 12:00pm PDT Coffee and Conversations Panel

Manami Stein

Angela Chase Sr, SOX Auditor, DaVita

Angela Chase

I am a CPA working as a SOX Auditor for DaVita, Inc. In addition, I am the current Chair for the Tacoma Area Chapter. Through both channels I get the opportunity to meet many other like-minded professionals through networking and get involved in the community, doing volunteer activities with the Toy Rescue Mission and other various organizations.

I enjoy spending time outdoors, traveling, loving on my pups, listening to music, knitting and time with friends and family.

Carmen Aguiar

Carmen Aguiar

Carmen Julia Aguiar, CPA, CFP® started a multilingual firm, The Aguiar Group, more than 16 years ago in Bellevue. Prior to establishing her firm she worked with Ernst & Young’s New York and Seattle offices. Carmen has a passion for board governance and has served on professional, not-for-profit, government and corporate boards. She holds a certificate from the National Association of Corporate Directors. She currently serves as a Director of Plaza Bank. Past involvement includes service on the boards of the Federal Home Loan Bank of Seattle, WSCPA, and the SBA National Advisory Committee. She is also past Treasurer of Bellevue Rotary Club and finance and governance advisor to the Bellevue Entrepreneur Center. She is past president of the East King County Estate Planning Council. Carmen has served on the governing council and several committees and special task forces of the AICPA. She is Chair-elect of the WSCPA.

Carmen has received various professional awards, including Puget Sound Business Journal’s “40 Under 40” award, WSCPA President’s Award, WSCPA Vincent Gervais Public Service Award and the Bellevue Business and Professional Women’s Women of the Year.

Carmen enjoys traveling and discovering new places with her husband Cesar and son Felipe.

Charles Ill

Charles Ill

Nathan is a Vice President in the Seattle office of Goldman Sachs and has been advising both institutional and private clients on portfolio investment strategy and implementation since he joined Goldman Sachs in 2012. Prior to joining Goldman Sachs, he was with Deloitte & Touche’s audit practice serving publicly traded as well as privately held companies in the greater Seattle area. Nathan is a Certified Public Accountant (CPA) in the State of Washington and has earned the Chartered Financial Analyst (CFA) designation. He graduated from the University of Washington’s Foster School of Business with a degree in Business Administration and concentrations in Accounting and Finance. Nathan serves the community as a member of the Finance Committee for the United Way of King County, a Board Chair for the WSCPA Foundation, a member of the Investment Committee for the Seattle Repertory Theatre and as a mentor for students in the Rainier Scholars program.

Now that WSCPA has revealed how you can meet the right people and take advantage of our Coffee & Conversations group, we’ll give you an opportunity to meet with professionals who serve as Leaders on our member exclusive Connect platform.

Breakout Session

12:00pm - 1:00pm PDT Day 3 | Attending WSCPA Resume Exchange Q & A

12:00pm - 1:00pm PDT Day 3 | Not Attending WSCPA Resume Exchange Q & A

Friday, October 2

General Session

9:00am - 10:00am PDT Keynote: So You Want to Be Partner in 5 Years

Thomas Sulewski Shareholder, Audit & Assurance, Clark Nuber PS

Thomas Sulewski

Tom Sulewski, CPA, is the Shareholder in charge of the Audit Department at Clark Nuber, PS and a member of the firm’s Board of Management. A graduate of the University of Washington, Tom started his career with Clark Nuber in 1990. Tom’s clients cover a range of industries and include both private companies and not-for-profit organizations. He now serves on multiple advisory boards for clients, community organizations, and university business school and accounting programs. In his spare time, he enjoys teaching for local universities, traveling with family, along with snow and water activities.

Ask any recruiter and they’ll tell you that the “Where Do You See Yourself in 5 Years” question yields one common response (and no, that’s not generally the best answer to that question). In this inspiring keynote, hear from Partner Tom Sulewki at Clark Nuber about his early adventures as an accounting student recruiting and when he reached the Partner milestone.

General Session

10:00am - 11:00am PDT Boss Up Panel

Kiu Joyce Lee Senior Director, Vulcan Inc

Kiu Joyce Lee

Joyce Lee, CPA, CFP®, is Senior Director, Controller of Vulcan, Inc., a diverse multi-company organization founded by the late Paul G. Allen. Joyce oversees a team of dedicated finance professionals to ensure timeliness and accuracy of the financial records and best practices. She is also responsible for developing and executing strategies to enable accounting and financial operations to support future growth and development. Prior to joining Vulcan, Joyce was the Chief Financial Officer of Marguerite Casey Foundation, where she was responsible for the development and execution of the Foundation’s financial strategies including accounting and tax reporting, budgeting, risk management, information technology, and administration and oversaw the Foundation’s $750M+ investment portfolio. Joyce started her career in public accounting and was a principal at Clark Nuber P.S. She holds a bachelor’s degree in accounting from Western Washington University and an Executive Master of Public Administration degree from University of Washington.

Ed Ramos Shareholder/Owner, Dwyer Pemberton & Coulson PC

Amanda O'Rourke Partner, Greenwood Ohlund LLP CPAs

Amanda O'Rourke

Amanda O’Rourke is a Partner at Greenwood Ohlund, a mid-sized firm in North Seattle. She works with closely-held businesses, nonprofits and individuals, providing traditional accounting and custom consulting services. Born and raised in Washington, with a stop in CA for her undergraduate degree, Amanda has spent her professional life in Seattle. She has been an active member of the WSCPA including the nonprofit committee and for the last 5 years, the board of directors. Board service has allowed Amanda opportunities for meaningful work with organizations whose mission is about a greater good. In addition to her work at the WSCPA, she has been a longstanding board member for the Seafair Foundation and a member of 501 Commons Finance Committee. Amanda earned her BA in Accounting from the University of San Diego. Accounting courses proved to be a more natural fit than surfing. Once back in Seattle she received a certificate of Nonprofit Management from the University of Washington. Amanda lives in Ballard with her husband and two kids. She tries to garden and appreciates any excuse to be outside. Occasionally she gets back up on a surf board but accounting remains her preferred day job.

Jared Theis Director, Deal Advisory and Strategy, KPMG LLP (Seattle)

Jared Theis

Jared Theis, CPA, is an Accounting Advisory Director in the Seattle office of KPMG LLP, working remotely out of Spokane. He provides accounting change, technical accounting, SEC reporting, financial statement and internal control audit services to a variety of large, mid-size, and small public and non-public companies, primarily in the forest products, manufacturing, technology, and real estate industries. Jared maintains an in-depth understanding of requirements and standards of the PCAOB, FASB, SEC, and Private Company Council. He frequently speaks at various professional events and local college campuses on various topics, including data and analytics as a member of KPMG’s D&A network. He currently serves as a member of the Accounting Advisory Boards for Washington State University and Eastern Washington University.

Hear from successful Washington CPAs who have wisdom to share on bossing up, how to set goals, smash them, set boundaries and find success.

General Session

11:00am - 11:45am PDT Boss Up Breakout

Monette Anderson Director of Membership, Washington Society of CPAs

Bonnie Tse

Bonnie Tse

Bonnie Tse, CPA, CIA, CISA, PMP, is a Senior Internal Auditor at T-Mobile where she focuses on financial, regulatory compliance, and operational corporate audits. Bonnie received a Master in Accounting (MaCC) for auditing and assurance from the University of Southern California and a Bachelor of Business Administration degree with a concentration in accounting from University of Washington. She is involved with the WSCPA Women’s Leadership Summit planning committee. Bonnie currently serves as the Membership Officer of the Institute of Internal Auditors (IIA) Seattle Chapter and launched a student mentoring program to encourage interest in the next generation of auditors.

Kiu Joyce Lee Senior Director, Vulcan Inc

Kiu Joyce Lee

Joyce Lee, CPA, CFP®, is Senior Director, Controller of Vulcan, Inc., a diverse multi-company organization founded by the late Paul G. Allen. Joyce oversees a team of dedicated finance professionals to ensure timeliness and accuracy of the financial records and best practices. She is also responsible for developing and executing strategies to enable accounting and financial operations to support future growth and development. Prior to joining Vulcan, Joyce was the Chief Financial Officer of Marguerite Casey Foundation, where she was responsible for the development and execution of the Foundation’s financial strategies including accounting and tax reporting, budgeting, risk management, information technology, and administration and oversaw the Foundation’s $750M+ investment portfolio. Joyce started her career in public accounting and was a principal at Clark Nuber P.S. She holds a bachelor’s degree in accounting from Western Washington University and an Executive Master of Public Administration degree from University of Washington.

Brett Jordan

Brett Jordan

Brett Jordan is a senior internal auditor for Russell Investments. He leads Russell’s Internal Audit testing of internal controls over financial reporting as the key point of contact with company personnel and external auditors. His other responsibilities include developing, directing and performing operational audits of Russell’s investment management business and assisting management in developing effective risk management programs. He has been the lead of several enterprise-wide internal audit engagements covering Index Operations, Compliance, Risk Management, and the Investment Division.

Prior to joining Russell Investments in 2013, he was a Senior Auditor with the Audit and Enterprise Risk Services group for Deloitte, specializing in audits of various financial institutions. As a Senior he supervised field engagements, assisted in designing the approach to audit engagements, supervised staff, performed audit procedures of complex areas of clients’ financial statements, and discussed field audit issues with clients.

He serves as Chair of the Board of Trustees for the Washington CPA Foundation, Treasurer of the Municipal League of King County, and Board Member of the Alumni Association of Western Washington University. In 2012 he was selected as Washington’s New Professional of the Year awarded by the Washington Society of CPAs and in 2013 was selected to attend the American Institute of CPAs Leadership Academy.

Mr. Jordan is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Financial Services Auditor (CFSA), and a Chartered Global Management Accountant (CGMA). He holds a Master of Professional Accounting degree from Seattle University and a Bachelor of Arts in Accounting degree from Western Washington University in Bellingham.

Kimberly Scott President & CEO, Washington Society of CPAs

Kimberly Scott

Kimberly Scott, CAE, President & CEO effective June 1, 2017, joined the WSCPA in 2000 and has served in various senior leadership roles throughout the organization. In her most recent role as WSCPA’s vice president of government and member relations, she led the organization’s advocacy efforts with the successful drafting and passage of multiple bills through the Washington State legislature, including a bill that brought $3.3 million to the Washington CPA Foundation. Since 2009, she has also served as executive director of the Washington CPA Foundation. As director of member services from 2002-2013, she led the organization’s membership department and focused on bringing more young professionals into the WSCPA. She holds the Certified Association Executive (CAE) credential. Kimberly is an active volunteer and currently serves as the chair for the Human Services Commission and sits on the Housing Strategy Advisory Committee for the City of Kirkland.

In these rapid virtual roundtables you’ll have 10 minutes with a professional who will cover quick tips and answer questions in a small group setting on the elements of getting noticed and moving up the corporate latter. Your mini-breakouts will cover tips on setting boundaries, productivity tips, being appropriately assertive, mentor/sponsorship, and gaining stretch assignments

Non-Member Price $0.00

Member Price $0.00

Registration for this event is closed.