Bottles, Brews & Buds Conference 2021 WEBCAST

Thursday, August 5 12:00pm PDT - Friday, August 6 4:00pm PDT

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8.0 Credits

Member Price $315.00

Non-Member Price $315.00

Overview

Working in wine and spirits? Accounting for ale? Curious about cannabis? Let us help you craft your practice by demystifying the risks and rewards of these rapidly growing industries at this conference! Customize your conference with multiple CPE tracks. Our nationally-renowned instructors will distill the latest updates into engaging sessions full of local flavor. Connect, share insights, and expand your network with other CPAs from your state and beyond your your field. Open your mind to bold new possibilities in accounting.

Bottles, Brews & Buds is presented by the Alaska, Colorado, Hawaii, Idaho, Montana, Oregon, and Washington Societies of CPAs.

Highlights

Changes that 2020 brought to each of the industries. Fraud case study and best practices for beer and cannabis industries. Cyber security concerns. Accounting struggles for today’s craft distiller and much more!

Prerequisites

None

Designed For

Accounting professionals in alcohol and cannabis industry.

Objectives

Attendees will leave the conference with new insights and an increased understanding of the issues and challenges for accounting in the wine making, brewing, distilling, and cannabis industries.

Preparation

None.

Thursday, August 5

General Session

11:40am - 12:00pm PDT Welcome Screen and Login

General Session

12:00pm - 12:05pm PDT Welcome and Announcements

General Session

12:05pm - 12:30pm PDT Opening Panel - Changes that 2020 Brought to Each of the Industries

Crista Burson President & CEO, Alaska Society of CPAs

Crista Burson

Crista Burson is the President & CEO of the Alaska Society of CPAs (AKCPA), the professional association for over 600 CPAs and accounting professionals in Alaska. Prior to the AKCPA, Crista worked for ten years in Employee Benefits / Retirement Plan Administration and fifteen years in Non-Profit Administration. She has a B.S. in Accounting with a minor in Art from Birmingham-Southern College. Crista is an active volunteer and currently serves on the CPA/SEA (State Executives Association) Board of Directors as well as the AICPA CPA/SEA Interchange Conference Executive Planning Committee. Crista lives in Anchorage with her husband, Mark, their son, Carter and Jack Russell terrier, Jyll. She used to enjoy travel to exotic locations other than Los Living Room or Puerto Backyarda. Current trip plans include only multiple daily Zoom meetings.

Laura Lantz Executive Director & CEO, Idaho Society of CPAs

Laura Lantz

Laura joined ISCPA in June of 2017. She oversees all Society activities, Board of Directors issues, the Code of Ethics, regulatory & legislative issues, AICPA & coordination with other related organizations.

Sherri McPherson President / CEO, Oregon Society of CPAs

Sherri McPherson

Sherri McPherson, IOM, CAE, is President and CEO of the Oregon Society of CPAs. Her Society activities include the Board of Directors; legislative/regulatory issues; OCPA/Legislative Action Committee; client relations; Code of Professional Conduct; technical questions; and OSCPA Group Health Trust.

Kathy Castillo Executive Director, Hawaii Society of CPAs

Mary Medley President & CEO, Colorado Society of CPAs

Mary Medley

As part of the COCPA leadership team, Mary helps shape the future of the COCPA. Have a question about State Board rules or what the Colorado Department of Revenue is up to? Mary is your go-to. She’s also your resource on legislative issues as well as state and national initiatives. Need someone to facilitate group process or speak on professional issues? Mary can do that. What she doesn’t do is accounting; the COCPA has highly qualified people for that. She describes herself as very, very, very (did we mention very?) particular about doing whatever she and the team do, really well – especially when it comes to member service and support. An avid fan of the arts, Mary always is up for a gallery tour, concert, musical theater production, or good read. Throw in travel, and she’s ready to go.

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.

Allen Lloyd Executive Director, Montana Society of CPAs

Breakout Session

12:30pm - 1:20pm PDT Concurrent Session A01 | Mergers and Acquisitions in Beer, Wine, and Spirits

Bethany Hatef Counsel, Davis Wright Tremaine LLP

Bethany Hatef

Bethany (Beth) K. Hatef advises clients on a wide variety of regulatory and distribution issues in the alcohol beverage industry. As a member of the Firm’s Chambers-ranked alcohol industry team, Beth regularly counsels alcohol industry clients on federal and state requirements relating to the production, marketing, distribution and sale of beer, wine and spirits. She assists clients in negotiating and entering into distribution relationships and provides counsel on the impact of state franchise requirements on supplier-distributor contracts and relations. Beth frequently evaluates and advises clients on the legality of promotional programs and related activities under federal and state trade practice laws and regulations, including tied house restrictions. She often navigates state restrictions on direct-to-consumer deliveries of alcohol beverages.

12:30pm - 1:20pm PDT Concurrent Session A02 | Cannabis Risks and Controls: How to Identify, Document & Manage Your Unique Control Environment

Amanda Erven President, Audit Consulting Education LLC

Amanda Erven

Amanda Jo Erven, CPA, CIA, CFE is the President and Founder of Audit. Consulting. Education. LLC, a firm specializing in progressive Internal Auditing and management consulting and providing impactful Continuing Professional Education hours to organizations and individuals globally. Jo has her bachelor’s and master’s degrees in Accounting from the University of Georgia. She began her career in public accounting at one of the Big Four firms, experienced traditional accounting positions and directed an Internal Audit function at an international Financial Services organization. Jo provides management and personal development training.

Your industry is unique, and so are your risks and controls. You may think you already know them all, but it is time to get them documented in a clear, concise, consistent way, and to identify if you have any control gaps that need mitigated. 
 
This session will teach you how to create a Cannabis Risk & Control Matrix (CRCM) that is useful for investors, regulators, auditors, and anyone needing comfort in your unique processes. 
 
From the flower stage, to the hang stage, to the trim stage… from cultivation packaging to dispensary sales… from business licensing to security systems… we will cover ALL of your key processes and show you how to create a CRCM you can’t wait to show off!

Learning Objectives: 

  • Understand why a Cannabis Risk & Control Matrix (CRCM) is a critical product your business should have handy.
  • Identify your key business processes, including asset management, billing and collection, cash, financial reporting, and more.
  • Identify existing controls for each process as well as if any control gaps exist.
  • Map controls to key risks of your business.
  • Develop a clear, concise, and useful CRCM!

General Session

1:20pm - 1:30pm PDT Break

Breakout Session

1:30pm - 2:45pm PDT Concurrent Session B01 | Panel of Industries - How We All Depend on Each Other

Annie Morrison Director of Hospitality Services, Fujishin Family Cellars

Annie Morrison

Annie joined Fujishin while still a student at the College of Idaho, working weekends in the tasting room as she pursued her degree in Environmental Studies. After graduating, she served as Annual Fund Director for the College of Idaho but followed her passion for wine back into the industry, rejoining the winery as our Director of Hospitality Services. Annie handles all aspects of managing the tasting room, events, and training new employees. She recently completed her Level 1 Sommelier Certification and continues to learn and grow in the Northwest Wine Industry. When she’s not at the tasting room, she enjoys food and travel with her husband Joe, and adventures in Idaho’s outdoors with her canine companion Zoey.

Eric Dill CEO

Eric Dill

Eric is a U.S. Marine Corps veteran who while on tour of duty in Iraq first thought about creating his own business distilling whiskey (nothing like a war zone to bring life into focus). When back from the Middle East and based in Hawaii, Eric met fellow veteran Ian Brooks with whom he shared his business idea, and they soon forged a strong friendship and business partnership. Eric, who has an obsession for detail and a thirst for perfection was destined from the outset to be the company’s Craft Distiller.

Stephanie Artino

Stephanie Artino

Stephanie Artino is a CPA and principal of Artino Business Advisors, a CPA Firm in Bellingham, WA. She has over 20 years of experience in public and private accounting, working with clients across multiple industries. Her focus is advisory, tax and accounting services to the craft beer, construction & real estate industries. Stephanie has a Master Advisor Certification, focusing on human behavior and leadership development. She offers coaching, education and other management advisory services geared to help owners, managers and employees achieve greater results in their business.

Stephanie graduated from Western Washington University with a Bachelor’s Degree in Accounting and minor in Business Administration. Stephanie is actively involved in the Brewers Association, Washington Brewers Guild, Pink Boots Society, Building Industry Association of Whatcom County and serves as a Trustee for the WSCPA Foundation.

1:30pm - 2:45pm PDT Concurrent Session B02 | Update on Cannabis

Gregory White President, WGN PS

Gregory White

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

General Session

2:45pm - 2:55pm PDT Break

Breakout Session

2:55pm - 3:45pm PDT Concurrent Session C01 | Accounting Struggles for Today’s Craft Distiller

Donald Snyder

Donald Snyder

Donald Snyder provided leadership, knowledge, and experience to the beverage industry for almost two decades. He earned his BS in Industrial and Manufacturing Systems Engineering (IMSE) from Iowa State University and his MBA from the University of Kentucky. His years in the alcohol and beverage industry include holding senior management roles at the Buffalo Trace Distillery in Frankfort, KY and MGP in Lawrenceburg, IN. At Buffalo Trace Distillery, Donald managed the barrel warehouse, small batch bottling lines, and distribution teams. He automated manual legacy operation tracking systems, documented standard operating processes, simplified the required departmental government reporting processes, and successfully demonstrated full compliance during numerous and regular TTB Audits.

At MGP, Donald managed the logistics of grain sourcing, barrel warehousing, and outbound logistics while implementing an advanced enterprise-wide system to track production, inventory, and TTB compliance.

After leaving MGP he took his experiences and knowledge and created Whiskey Resources LLC and Whiskey Systems Online. Donald created Whiskey Systems Online to help craft distilleries of all sizes with start-up business models and road maps, barrel warehouse management interfaces, intuitive distillery operations tracking tools, automated TTB Monthly Reporting and Compliance systems, and business management solutions. His software systems have been used by more than 400 distilleries of different sizes to help stay in compliance and run their businesses in the most productive and profitable way possible.

In 2020, Donald started a new venture called “Time and Tasks”. This new venture enables Donald to continue to help distilleries maximize their potentials by working directly with each account to personalize their needs. Donald is also able to bring his expertise and consulting tool box to more organizations across multiple industries.

Join Donald Snyder, a 15+ year leader in the distilling industry, for a review of some of the common accounting issues facing today’s craft distiller. Many craft distilleries today do not have the resources for a full-time CPA, which leaves them at a competitive disadvantage to their larger peers. We will review what a modern craft distillery team looks like, distillery-focused accounting software options, and how to approach a craft distiller to do a world-class internal audit.
 
3 takeaways for conference attendees:
- A glimpse into a modern craft distillery team and what distillers need
- Current distillery-focused accounting and manufacturing software available 
- Explore a best-in-class internal audit of a craft distillery (from TTB compliance red flags to COGS tracking).

2:55pm - 3:45pm PDT Concurrent Session C02 | Wine Not Make The Most of My Business

Nicole Bolton

Angela Albers

Explore any potential tax issues, business tips, potential business pitfalls, business suggestions, and business warnings targeted at CPAs working with winery clients, as well as winery owners and management.

2:55pm - 3:45pm PDT Concurrent Session C03 | Overview of What Other States are Doing with Legislation around Cannabis

James Cox

James Cox

James M. Cox is the associate director of state regulation and legislation at the American Institute of Certified Public Accountants. In this role, he assists state CPA societies and state boards of countancy on state-level policy issues impacting the accounting profession. Prior to joining the AICPA, Cox served as the director of state and local affairs for BOMA International, a commercial real estate trade association whose members own or manage over nine billion square feet of real estate in the United States. Cox also launched the state government affairs program for Goodwill Industries International, tracked state tobacco policy for the National Conference of State Legislatures, and started his career as a policy analyst for the Florida House of Representatives. Cox received his Bachelor’s degree in history and political science from Florida State University and is pursuing a Master of Jurisprudence degree with a concentration in financial services compliance from Seton Hall Law School.

Roger Goodman

Roger Goodman

Appointed Vice Chair of the House Judiciary Committee in his first term, Roger hit the ground running and has led the legislature to enact a series of important bills, including landmark measures to reduce drunk driving, a major expansion of early childhood education, comprehensive reform of our domestic violence laws, improvements to our court system and measures to help us prepare better for emergencies. Roger is ranked as one of the most effective legislators in the United States, as more than half of the bills he has introduced have been enacted into law. Roger has developed long-lasting and productive working relationships with a wide range of stakeholders to address important policy issues.

General Session

3:45pm - 3:50pm PDT Adjourn

General Session

3:50pm - 4:30pm PDT Networking and Games

Friday, August 6

General Session

11:40am - 12:00pm PDT Welcome Screen and Login

General Session

12:00pm - 12:05pm PDT Announcements

General Session

12:05pm - 12:55pm PDT Fraud Case Study and Best Practices for Beer and Cannabis Industries

Glen Klinkhart Director, State of Alaska Dept of Commerce Alcohol & Marijuana Control Office

Glen Klinkhart

Born in Anchorage, Glen Klinkhart was a police detective for 17 years. Glen has worked hundreds of murder cases and is considered one of the most successful detectives in Alaska. He has been featured on ABC’s 10/10, CNN/TIME and Dateline NBC. He is an experienced lecturer on Internet safety, cybercrime, homicide investigation and overcoming adversity. Glen has written two books: Finding Bethany and A Cybercop’s Guide to Internet Child Safety. Glen currently lives in Anchorage, Alaska with his teenage son.

General Session

12:55pm - 1:00pm PDT Break

Breakout Session

1:00pm - 1:50pm PDT Concurrent Session D01 | Chianti Miss This: Winemaking and the Research & Development Tax Credit

Nina Nititadakul

Nina Nititadakul

Nina Nititadakul is the West Coast Territory Manager for ABGi-USA. She has lived in the Pacific Northwest for the past 4 years. In her life, she’s been focused on helping the local community, through volunteering with children with Autism and being a mentor in youth groups. Because of this passion of helping others, she saw one of the most impactful ways to help the local economy is by working hand in hand with CPAs and their clients. By helping off set tax liability for local businesses, she feels like she contributes to the larger picture of everyday life which fuels her why of working in the industry.

The wine market is a multi-billion dollar industry in the U.S. that is only expected to grow more in the coming years. The industry continuously demands high quality wines, new blends, and improved ingredients. The processes involved in growing, irrigating, harvesting, blending, and aging wine make this industry a strong candidate for claiming the Research and Development (R&D) tax credit. This tax credit, more commonly known as the Research Tax Credit (RTC), was designed as an incentive for U.S. companies to conduct innovative activities, increase research spending, and keep jobs in America.

1:00pm - 1:50pm PDT Concurrent Session D02 | Cannabis Banking Panel

Myriam Powers Financial Examiner Supervisor, Washington State Department of Financial Institutions

Myriam Powers

• Supervisor of Financial Examiners: Responsible for a team of examiners who conduct Safety and Soundness examinations of Washington State Chartered Credit Unions. Also responsible for specialty examinations for Compliance and IS&T. Division of Credit Union’s subject matter expert on Marijuana Banking and compliance with the Bank Secrecy Act.

12 Years of experience with the DFI 20 years in the banking industry with a focus on commercial lending, compliance, and consumer lending.

Amy Hunter Director of Credit Unions, Washington State Department of Financial Institutions

Amy Hunter

Amy B. Hunter was appointed as Director of Credit Unions on November 1, 2018. The Division supervises state chartered credit unions. Amy is also a member of the Financial Education Public-Private Partnership (FEPPP), which brings together individuals from both the public and private sector in an effort to provide quality financial education for students in the public school system.

Amy has been a regulator for over 20 years. Prior to DFI, she was the Deputy Director for the Washington State Gambling Commission, a regulatory, licensing and law enforcement agency. Amy began her career at the Gambling Commission as a staff attorney and then promoted to Administrator, where she led the agency’s legal department, rulemaking, communications, and media work. In addition, she worked on legislative issues for 17 sessions.

Amy has a B.S. in Sociology/Criminal Justice from Kansas State University. She earned her J.D. from the Seattle University School of Law, where she graduated cum laude.

Sabrina Webb VP of Compliance/Risk, MAC Federal Credit Union

Sabrina Webb

Sabrina Webb’s super power is making the impossible possible and one example of just that is how she has helped to pioneer cannabis banking in Alaska. Since 2019, she has successfully managed an active marijuana banking program at MAC Federal Credit Union. With more than 20 years in the financial services industry, she has held many roles ranging from those of frontline member services to various management roles, and she currently serves as the credit union’s Vice President of Compliance/Risk. Sabrina is highly active in service to her community through volunteerism in MAC FCU’s own community service group the “MAC PAC,” and as an advisory board member for the Boys and Girls Club of Fairbanks. As a resident of Fairbanks, Alaska for over half her life, Sabrina enjoys being in the outdoors under the midnight sun with her family.

Ed Perlmutter

Ed Perlmutter

Congressman Ed Perlmutter has deep roots in the 7th Congressional District of Colorado and has lived in Jefferson County his entire life. His grandfather and father ran a concrete business (in what is now the 7th District) for decades. Ed attended Jefferson County public schools and then worked construction with his father during the summers while in law school at the University of Colorado. He chose to raise his family in the district where his three daughters also attended Jefferson County Public Schools. Ed currently lives in Arvada with his wife Nancy, a public school teacher, who also has three children who attended Jeffco public schools.

In 1994, Ed was elected to the Colorado State Senate as the first Democrat to hold the seat in nearly 30 years. He served two terms and garnered the reputation as a bipartisan bridge-builder and a champion of renewable energy and smart growth policies. In 2006, Ed was first elected to represent the 7th Congressional District in Congress and is currently serving in his seventh term.

Ed remains focused on representing the people of the 7th District and creating policies that give people the opportunity to pursue their own American dream. Ed believes working across the aisle to find common ground is critical for democracy and helps to better represent the individuals and families in his district and in Colorado. Specifically, Ed supports job growth by promoting energy independence by working with the Colorado School of Mines, the National Renewable Energy Laboratory (NREL) and other world-class private sector energy businesses as well as expanding Colorado’s role and economic development opportunities in the aerospace industry including the Orion manned space flight program and working on a long-term plan to get humans to Mars in 2033.

In the 117th Congress, Ed is proud to serve on four committees in the House: Financial Services; Science, Space and Technology; Rules; and the Select Committee on the Modernization of Congress. On the Financial Services Committee, Ed serves as Chair of the Consumer Protection and Financial Institutions Subcommittee. Ed is also a member of the New Democrat Coalition which is focused on harnessing American ingenuity and innovation to create new jobs, greater economic prosperity and a safer and more secure future for our county.

Ronald Seigneur Partner, Seigneur Gustafson LLP

Ronald Seigneur

Ron is Managing Partner of Seigneur Gustafson LLP in CO. He has over 30 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. Ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the AICPA, NACVA, state bar associations and the Environmental Protection Agency.

He is past chair of the AICPA Accredited in Business Valuation committee and NACVA’s Professional Standards Board. He is an adjunct professor at the University of Denver Daniels College of Business where he teaches Valuing a Business. Ron is an author and lead instructor of the Association of Legal Administrator’s national Law Firm Management Essentials training program. Ron holds a BA in Hotel Restaurant and Institutional Management from Michigan State University and an MBA in Accounting and Corporate Policy from the University of Michigan. He is co-author of the 1300+ page treatise on business appraisal titled Financial Valuations: Applications and Models; Reasonable Compensation; Application and Analysis for Appraisal, Tax and Management; The Cannabis Industry Accounting and Appraisal Guide; and the soon to be released, Financial Expert Guide for Family Law Judges and Attorneys. Ron also continues to focus attention to tax planning and compliance matters, as well as emphasizing succession and exit planning strategies for Seigneur Gustafson clients and their professional advisors.

Ron has co-authored 3 books, including The Cannabis Industry Accounting and Appraisal Guide. He is an adjunct professor at the University of Denver and a speaker on professional practice issues.

1:00pm - 1:50pm PDT Concurrent Session D03 | Cyber Security

David Leonhardt

David Leonhardt

David Leonhardt is Managing Partner of Seitel Systems, an IT Professional Services firm that has supported businesses in the Puget Sound since 1990. An experienced business leader who holds an MBA from UW as well as an Aeronautical Engineering degree from the University of Illinois, David translates technical challenges into real-world terms that are meaningful to business executives.

General Session

1:50pm - 2:00pm PDT Break

Breakout Session

2:00pm - 2:50pm PDT Concurrent Session E01 | State and Local Tax: Why Is It So Tough for Spirits and Brew?

Judy Vorndran

Judy Vorndran

Judy Vorndran marries law and tax in identifying critical issues and the best path forward for dynamic businesses worldwide. Working exclusively in state and local tax for more than 25 years, Judy has a depth of technical and practical knowledge in state and local tax that allows her to speak to tax in all 50 states, five U.S. territories and countries abroad. She is a Big Four alumna with 14 years at Deloitte and PwC, a frequent speaker and a public policy advocate currently serving as a governor-appointed member of Colorado’s Legislative Sales and Use Tax Simplification Task Force. Judy enjoys getting to know her client’s business from the inside and sharing her extensive knowledge.

Judy Vorndran is a co-host of the SALTovation show, a podcast featuring leading voices in state and local tax at https://saltovation.podbean.com/.

Stacey Roberts

Stacey Roberts

Stacey Roberts specializes in designing tax strategies and solutions that improve business tax outcomes. With 20+ years of public and private sector accounting experience, both practical and in management, she’s gained the essential business acumen necessary to be a key business advisor to clients?. Stacey manages all compliance issues related to state and local tax (SALT), including state income/franchise, SALT, real and personal property and unclaimed property taxes for flow through entities and C corporations; identifying planning opportunities and SALT credits and incentives; and, mitigating SALT tax controversy issues. She is an alumna of KPMG, Deloitte and Andersen as well as a frequent speaker and instructor on SALT issues for industry and professional organizations including Strafford Publishing, Denver Tax Institute, NowCFO and more.

Stacey Roberts is a co-host of the SALTovation show, a podcast featuring leading voices in state and local tax at https://saltovation.podbean.com/.

There’s big tax revenue to be had in brew and booze, and the federal government, states, and some local jurisdictions are collecting. In all, about 40 percent of the retail price of beer goes toward covering applicable taxes, costs that are passed along to consumers in the form of higher prices. The tax cost tied up in spirits is typically higher than other retail products. Join Judy Vorndran, Esq., CPA, and Stacey Roberts, CPA, of TaxOps as they dig into the morass of taxing spirits, brew and wine to help you make sense of it all.

Can't wait to hear these two experts? Get a preview of this session by listening to their podcast SALTovation show.

 

2:00pm - 2:50pm PDT Concurrent Session E02 | Cannabis Legal Liability Insurance and Licensing

Ric Rosario CEO, CAMICO Mutual Insurance Co

Ric Rosario

Ric Rosario became CEO and President of CAMICO (www.camico.com) in 2009. Since then he has seen the company grow from about 7,300 policies to more than 9,000. Prior to becoming CEO, he was executive vice president of risk management, with executive oversight of underwriting, claims, marketing and communications for the company. Rosario joined CAMICO in 1992, primarily focused on CPA risk management, and was promoted to vice president in 1996 and to executive vice president in 2006.

Rosario’s public accounting background is in the audit division of the regional firm of John F. Forbes & Co. He later joined a start up real estate venture as controller and completed his tenure there as chief financial officer. For many years Rosario was a part-time lecturer on accounting at Notre Dame de Namur University in Belmont, Calif. He earned a bachelor’s degree in accounting at Saint Mary’s College in Moraga, Calif.

Several of his articles have appeared in national publications, and he co-authored the CCH-published books CPA’s Guide to Loss Prevention Practices and CPA’s Guide to Effective Engagement Letters. Rosario is active with many state society and national committees and is a frequent speaker on CPA liability.

Laws regarding marijuana use and legalization are changing rapidly, leading to confusion for CPAs about how to serve marijuana business clients safely. During this session, Ric Rosario, President of CAMICO will draw on his unique understanding of the accounting profession and share information and insight to raise your awareness of the practice risks of serving cannabis clients in today’s volatile legal environment.

Participants will:
· Gain awareness of the details involved in cannabis client representation
· Identify specific risks inherent in serving marijuana business clients, including reputational risk
· Hear tips to minimize risks in these types of engagements
· Hear the juries’ view regarding the “duties and responsibilities” of the CPA

General Session

2:50pm - 2:55pm PDT Break

Breakout Session

2:55pm - 3:45pm PDT Concurrent Session F01 | Breweries and Wineries Closing Presentation

Geni Whitehouse

Geni Whitehouse

Geni Whitehouse, CPA.CITP, CSPM is the Countess of Communication at Brotemarkle, Davis and Company, where she helps make accounting and business concepts understandable. She is a contributing columnist for for www.theprogressiveaccountant.com and a frequent speaker at events around the country. She is a former software company executive and software industry analyst and a two-time graduate of the Jeff Justice Comedy Workshoppe. As a CPA, she is passionate about finding interesting ways to explain accounting concepts and has discovered an endless supply of formerly boring material. She is a graduate of the University of North Carolina in Chapel Hill, NC.

She is the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard, which offers presentation help to her fellow nerds.

2:55pm - 3:45pm PDT Concurrent Session F02 | Accounting Innovations for the Cannabis Industry

Kathryn Maxson-Landis

Kathryn Maxson-Landis

Katye Maxson-Landis, CPA is the founder of Moxy Accounting in Portland, OR. A champion of fiscal literacy and best practices for the cannabis industry, Katye has been practicing as a CPA for nine years, bringing over twenty years of experience in accounting, bookkeeping, and administrative solutions for small businesses with a variety of structures. Katye has participated in numerous conferences, podcasts, webinars, and fireside chats for accounting societies and industry interest groups. Katye is a contributing member of the AICPA’s Cannabis Advisory Board, leads an 8-week Cannabis tax program, The Moxy Cohort, qualifying as a NASBA CPE sponsor in her own right.

Katye is smart, irreverent, curious, filled with pragmatic sass and professionally skeptical of just about everything. She is a problem solver, unafraid of a challenge, and is hated by her therapist’s Pomeranian. She is a mother of two vibrant and often opinionated little girls while somehow remaining married for 22 years. She is a trusted advisor, professional and business educator, enthusiast, and highly sought-after CPA.

Jessica Velazquez

Jessica Velazquez

Jessica Velazquez, CPA, is licensed in Illinois & Nevada and Managing Partner of Indiva Advisors LLP.

Jessica assists business owners navigate through unique accounting, tax, and financial industry challenges. She guides c-suite executives achieve their goals by providing guidance on tax and general business matters. She brings with her a wide array of experience, working with closely held businesses as well as publicly traded multinationals, across a variety of industries such as gaming, retail, and manufacturing.

Melissa Diaz CFO & Co-founder, Rebel Rock

Melissa Diaz

Melissa Diaz, CPA, provides valuable financial guidance for cannabis companies of all sizes and structures, expertly driving company goals with confidence. She takes the anxiety out of the audit process, working closely with leaders to organize, prepare and complete any necessary processes and reports.

Melissa’s accounting experience spans numerous industries, both domestically and internationally, including healthcare, hospitality and, of course, cannabis. In addition to co-founding and serving as CFO to Rebel Rock, Melissa is CFO and Shareholder for High Rock Accounting, which places an emphasis on utilizing technology to strategically make day-to-day and long-term financial decisions, while pursuing company goals and compliancy. At High Rock and Rebel Rock, Melissa helps companies remain competitive and efficient in increasingly high-pressure and high-stakes environments.

Before launching successful accounting firms from the ground up, Melissa served as the Manager of Global Revenues and Receivables at Starwood Hotels and Resorts Worldwide. She performed in-depth reporting and analysis and worked closely with senior management to develop comprehensive financial analysis that influenced company direction. 

Melissa also served as an Audit Supervisor for McGladrey and Pullen and RSM, providing assurance services to clients including for-profit, government and non-profit institutions. In these roles, Melissa quickly staked a reputation as a trusted advisor, delivering in-depth variance analysis as well as complete audit plans and procedures.   Committed to giving back and advancing her industry, Melissa serves on the Arizona Cannabis Chamber of Commerce Board of Directors, a strategic group of entrepreneurs, attorneys and other cannabis industry leaders.

General Session

3:45pm - 3:55pm PDT Adjourn

Leader(s):

Leaders

Amanda Erven

Amanda Jo Erven, CPA, CIA, CFE is the President and Founder of Audit. Consulting. Education. LLC, a firm specializing in progressive Internal Auditing and management consulting and providing impactful Continuing Professional Education hours to organizations and individuals globally. Jo has her bachelor’s and master’s degrees in Accounting from the University of Georgia. She began her career in public accounting at one of the Big Four firms, experienced traditional accounting positions and directed an Internal Audit function at an international Financial Services organization. Jo provides management and personal development training.

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Amy Hunter

Amy B. Hunter was appointed as Director of Credit Unions on November 1, 2018. The Division supervises state chartered credit unions. Amy is also a member of the Financial Education Public-Private Partnership (FEPPP), which brings together individuals from both the public and private sector in an effort to provide quality financial education for students in the public school system.

Amy has been a regulator for over 20 years. Prior to DFI, she was the Deputy Director for the Washington State Gambling Commission, a regulatory, licensing and law enforcement agency. Amy began her career at the Gambling Commission as a staff attorney and then promoted to Administrator, where she led the agency’s legal department, rulemaking, communications, and media work. In addition, she worked on legislative issues for 17 sessions.

Amy has a B.S. in Sociology/Criminal Justice from Kansas State University. She earned her J.D. from the Seattle University School of Law, where she graduated cum laude.

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Annie Morrison

Annie joined Fujishin while still a student at the College of Idaho, working weekends in the tasting room as she pursued her degree in Environmental Studies. After graduating, she served as Annual Fund Director for the College of Idaho but followed her passion for wine back into the industry, rejoining the winery as our Director of Hospitality Services. Annie handles all aspects of managing the tasting room, events, and training new employees. She recently completed her Level 1 Sommelier Certification and continues to learn and grow in the Northwest Wine Industry. When she’s not at the tasting room, she enjoys food and travel with her husband Joe, and adventures in Idaho’s outdoors with her canine companion Zoey.

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Bethany Hatef

Bethany (Beth) K. Hatef advises clients on a wide variety of regulatory and distribution issues in the alcohol beverage industry. As a member of the Firm’s Chambers-ranked alcohol industry team, Beth regularly counsels alcohol industry clients on federal and state requirements relating to the production, marketing, distribution and sale of beer, wine and spirits. She assists clients in negotiating and entering into distribution relationships and provides counsel on the impact of state franchise requirements on supplier-distributor contracts and relations. Beth frequently evaluates and advises clients on the legality of promotional programs and related activities under federal and state trade practice laws and regulations, including tied house restrictions. She often navigates state restrictions on direct-to-consumer deliveries of alcohol beverages.

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Crista Burson

Crista Burson is the President & CEO of the Alaska Society of CPAs (AKCPA), the professional association for over 600 CPAs and accounting professionals in Alaska. Prior to the AKCPA, Crista worked for ten years in Employee Benefits / Retirement Plan Administration and fifteen years in Non-Profit Administration. She has a B.S. in Accounting with a minor in Art from Birmingham-Southern College. Crista is an active volunteer and currently serves on the CPA/SEA (State Executives Association) Board of Directors as well as the AICPA CPA/SEA Interchange Conference Executive Planning Committee. Crista lives in Anchorage with her husband, Mark, their son, Carter and Jack Russell terrier, Jyll. She used to enjoy travel to exotic locations other than Los Living Room or Puerto Backyarda. Current trip plans include only multiple daily Zoom meetings.

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David Leonhardt

David Leonhardt is Managing Partner of Seitel Systems, an IT Professional Services firm that has supported businesses in the Puget Sound since 1990. An experienced business leader who holds an MBA from UW as well as an Aeronautical Engineering degree from the University of Illinois, David translates technical challenges into real-world terms that are meaningful to business executives.

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Donald Snyder

Donald Snyder provided leadership, knowledge, and experience to the beverage industry for almost two decades. He earned his BS in Industrial and Manufacturing Systems Engineering (IMSE) from Iowa State University and his MBA from the University of Kentucky. His years in the alcohol and beverage industry include holding senior management roles at the Buffalo Trace Distillery in Frankfort, KY and MGP in Lawrenceburg, IN. At Buffalo Trace Distillery, Donald managed the barrel warehouse, small batch bottling lines, and distribution teams. He automated manual legacy operation tracking systems, documented standard operating processes, simplified the required departmental government reporting processes, and successfully demonstrated full compliance during numerous and regular TTB Audits.

At MGP, Donald managed the logistics of grain sourcing, barrel warehousing, and outbound logistics while implementing an advanced enterprise-wide system to track production, inventory, and TTB compliance.

After leaving MGP he took his experiences and knowledge and created Whiskey Resources LLC and Whiskey Systems Online. Donald created Whiskey Systems Online to help craft distilleries of all sizes with start-up business models and road maps, barrel warehouse management interfaces, intuitive distillery operations tracking tools, automated TTB Monthly Reporting and Compliance systems, and business management solutions. His software systems have been used by more than 400 distilleries of different sizes to help stay in compliance and run their businesses in the most productive and profitable way possible.

In 2020, Donald started a new venture called “Time and Tasks”. This new venture enables Donald to continue to help distilleries maximize their potentials by working directly with each account to personalize their needs. Donald is also able to bring his expertise and consulting tool box to more organizations across multiple industries.

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Ed Perlmutter

Congressman Ed Perlmutter has deep roots in the 7th Congressional District of Colorado and has lived in Jefferson County his entire life. His grandfather and father ran a concrete business (in what is now the 7th District) for decades. Ed attended Jefferson County public schools and then worked construction with his father during the summers while in law school at the University of Colorado. He chose to raise his family in the district where his three daughters also attended Jefferson County Public Schools. Ed currently lives in Arvada with his wife Nancy, a public school teacher, who also has three children who attended Jeffco public schools.

In 1994, Ed was elected to the Colorado State Senate as the first Democrat to hold the seat in nearly 30 years. He served two terms and garnered the reputation as a bipartisan bridge-builder and a champion of renewable energy and smart growth policies. In 2006, Ed was first elected to represent the 7th Congressional District in Congress and is currently serving in his seventh term.

Ed remains focused on representing the people of the 7th District and creating policies that give people the opportunity to pursue their own American dream. Ed believes working across the aisle to find common ground is critical for democracy and helps to better represent the individuals and families in his district and in Colorado. Specifically, Ed supports job growth by promoting energy independence by working with the Colorado School of Mines, the National Renewable Energy Laboratory (NREL) and other world-class private sector energy businesses as well as expanding Colorado’s role and economic development opportunities in the aerospace industry including the Orion manned space flight program and working on a long-term plan to get humans to Mars in 2033.

In the 117th Congress, Ed is proud to serve on four committees in the House: Financial Services; Science, Space and Technology; Rules; and the Select Committee on the Modernization of Congress. On the Financial Services Committee, Ed serves as Chair of the Consumer Protection and Financial Institutions Subcommittee. Ed is also a member of the New Democrat Coalition which is focused on harnessing American ingenuity and innovation to create new jobs, greater economic prosperity and a safer and more secure future for our county.

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Eric Dill

Eric is a U.S. Marine Corps veteran who while on tour of duty in Iraq first thought about creating his own business distilling whiskey (nothing like a war zone to bring life into focus). When back from the Middle East and based in Hawaii, Eric met fellow veteran Ian Brooks with whom he shared his business idea, and they soon forged a strong friendship and business partnership. Eric, who has an obsession for detail and a thirst for perfection was destined from the outset to be the company’s Craft Distiller.

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Geni Whitehouse

Geni Whitehouse, CPA.CITP, CSPM is the Countess of Communication at Brotemarkle, Davis and Company, where she helps make accounting and business concepts understandable. She is a contributing columnist for for www.theprogressiveaccountant.com and a frequent speaker at events around the country. She is a former software company executive and software industry analyst and a two-time graduate of the Jeff Justice Comedy Workshoppe. As a CPA, she is passionate about finding interesting ways to explain accounting concepts and has discovered an endless supply of formerly boring material. She is a graduate of the University of North Carolina in Chapel Hill, NC.

She is the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard, which offers presentation help to her fellow nerds.

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Glen Klinkhart

Born in Anchorage, Glen Klinkhart was a police detective for 17 years. Glen has worked hundreds of murder cases and is considered one of the most successful detectives in Alaska. He has been featured on ABC’s 10/10, CNN/TIME and Dateline NBC. He is an experienced lecturer on Internet safety, cybercrime, homicide investigation and overcoming adversity. Glen has written two books: Finding Bethany and A Cybercop’s Guide to Internet Child Safety. Glen currently lives in Anchorage, Alaska with his teenage son.

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Gregory White

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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James Cox

James M. Cox is the associate director of state regulation and legislation at the American Institute of Certified Public Accountants. In this role, he assists state CPA societies and state boards of countancy on state-level policy issues impacting the accounting profession. Prior to joining the AICPA, Cox served as the director of state and local affairs for BOMA International, a commercial real estate trade association whose members own or manage over nine billion square feet of real estate in the United States. Cox also launched the state government affairs program for Goodwill Industries International, tracked state tobacco policy for the National Conference of State Legislatures, and started his career as a policy analyst for the Florida House of Representatives. Cox received his Bachelor’s degree in history and political science from Florida State University and is pursuing a Master of Jurisprudence degree with a concentration in financial services compliance from Seton Hall Law School.

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Jessica Velazquez

Jessica Velazquez, CPA, is licensed in Illinois & Nevada and Managing Partner of Indiva Advisors LLP.

Jessica assists business owners navigate through unique accounting, tax, and financial industry challenges. She guides c-suite executives achieve their goals by providing guidance on tax and general business matters. She brings with her a wide array of experience, working with closely held businesses as well as publicly traded multinationals, across a variety of industries such as gaming, retail, and manufacturing.

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Judy Vorndran

Judy Vorndran marries law and tax in identifying critical issues and the best path forward for dynamic businesses worldwide. Working exclusively in state and local tax for more than 25 years, Judy has a depth of technical and practical knowledge in state and local tax that allows her to speak to tax in all 50 states, five U.S. territories and countries abroad. She is a Big Four alumna with 14 years at Deloitte and PwC, a frequent speaker and a public policy advocate currently serving as a governor-appointed member of Colorado’s Legislative Sales and Use Tax Simplification Task Force. Judy enjoys getting to know her client’s business from the inside and sharing her extensive knowledge.

Judy Vorndran is a co-host of the SALTovation show, a podcast featuring leading voices in state and local tax at https://saltovation.podbean.com/.

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Kathryn Maxson-Landis

Katye Maxson-Landis, CPA is the founder of Moxy Accounting in Portland, OR. A champion of fiscal literacy and best practices for the cannabis industry, Katye has been practicing as a CPA for nine years, bringing over twenty years of experience in accounting, bookkeeping, and administrative solutions for small businesses with a variety of structures. Katye has participated in numerous conferences, podcasts, webinars, and fireside chats for accounting societies and industry interest groups. Katye is a contributing member of the AICPA’s Cannabis Advisory Board, leads an 8-week Cannabis tax program, The Moxy Cohort, qualifying as a NASBA CPE sponsor in her own right.

Katye is smart, irreverent, curious, filled with pragmatic sass and professionally skeptical of just about everything. She is a problem solver, unafraid of a challenge, and is hated by her therapist’s Pomeranian. She is a mother of two vibrant and often opinionated little girls while somehow remaining married for 22 years. She is a trusted advisor, professional and business educator, enthusiast, and highly sought-after CPA.

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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.

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Laura Lantz

Laura joined ISCPA in June of 2017. She oversees all Society activities, Board of Directors issues, the Code of Ethics, regulatory & legislative issues, AICPA & coordination with other related organizations.

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Mary Medley

As part of the COCPA leadership team, Mary helps shape the future of the COCPA. Have a question about State Board rules or what the Colorado Department of Revenue is up to? Mary is your go-to. She’s also your resource on legislative issues as well as state and national initiatives. Need someone to facilitate group process or speak on professional issues? Mary can do that. What she doesn’t do is accounting; the COCPA has highly qualified people for that. She describes herself as very, very, very (did we mention very?) particular about doing whatever she and the team do, really well – especially when it comes to member service and support. An avid fan of the arts, Mary always is up for a gallery tour, concert, musical theater production, or good read. Throw in travel, and she’s ready to go.

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Melissa Diaz

Melissa Diaz, CPA, provides valuable financial guidance for cannabis companies of all sizes and structures, expertly driving company goals with confidence. She takes the anxiety out of the audit process, working closely with leaders to organize, prepare and complete any necessary processes and reports.

Melissa’s accounting experience spans numerous industries, both domestically and internationally, including healthcare, hospitality and, of course, cannabis. In addition to co-founding and serving as CFO to Rebel Rock, Melissa is CFO and Shareholder for High Rock Accounting, which places an emphasis on utilizing technology to strategically make day-to-day and long-term financial decisions, while pursuing company goals and compliancy. At High Rock and Rebel Rock, Melissa helps companies remain competitive and efficient in increasingly high-pressure and high-stakes environments.

Before launching successful accounting firms from the ground up, Melissa served as the Manager of Global Revenues and Receivables at Starwood Hotels and Resorts Worldwide. She performed in-depth reporting and analysis and worked closely with senior management to develop comprehensive financial analysis that influenced company direction. 

Melissa also served as an Audit Supervisor for McGladrey and Pullen and RSM, providing assurance services to clients including for-profit, government and non-profit institutions. In these roles, Melissa quickly staked a reputation as a trusted advisor, delivering in-depth variance analysis as well as complete audit plans and procedures.   Committed to giving back and advancing her industry, Melissa serves on the Arizona Cannabis Chamber of Commerce Board of Directors, a strategic group of entrepreneurs, attorneys and other cannabis industry leaders.

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Myriam Powers

• Supervisor of Financial Examiners: Responsible for a team of examiners who conduct Safety and Soundness examinations of Washington State Chartered Credit Unions. Also responsible for specialty examinations for Compliance and IS&T. Division of Credit Union’s subject matter expert on Marijuana Banking and compliance with the Bank Secrecy Act.

12 Years of experience with the DFI 20 years in the banking industry with a focus on commercial lending, compliance, and consumer lending.

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Nina Nititadakul

Nina Nititadakul is the West Coast Territory Manager for ABGi-USA. She has lived in the Pacific Northwest for the past 4 years. In her life, she’s been focused on helping the local community, through volunteering with children with Autism and being a mentor in youth groups. Because of this passion of helping others, she saw one of the most impactful ways to help the local economy is by working hand in hand with CPAs and their clients. By helping off set tax liability for local businesses, she feels like she contributes to the larger picture of everyday life which fuels her why of working in the industry.

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Ric Rosario

Ric Rosario became CEO and President of CAMICO (www.camico.com) in 2009. Since then he has seen the company grow from about 7,300 policies to more than 9,000. Prior to becoming CEO, he was executive vice president of risk management, with executive oversight of underwriting, claims, marketing and communications for the company. Rosario joined CAMICO in 1992, primarily focused on CPA risk management, and was promoted to vice president in 1996 and to executive vice president in 2006.

Rosario’s public accounting background is in the audit division of the regional firm of John F. Forbes & Co. He later joined a start up real estate venture as controller and completed his tenure there as chief financial officer. For many years Rosario was a part-time lecturer on accounting at Notre Dame de Namur University in Belmont, Calif. He earned a bachelor’s degree in accounting at Saint Mary’s College in Moraga, Calif.

Several of his articles have appeared in national publications, and he co-authored the CCH-published books CPA’s Guide to Loss Prevention Practices and CPA’s Guide to Effective Engagement Letters. Rosario is active with many state society and national committees and is a frequent speaker on CPA liability.

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Roger Goodman

Appointed Vice Chair of the House Judiciary Committee in his first term, Roger hit the ground running and has led the legislature to enact a series of important bills, including landmark measures to reduce drunk driving, a major expansion of early childhood education, comprehensive reform of our domestic violence laws, improvements to our court system and measures to help us prepare better for emergencies. Roger is ranked as one of the most effective legislators in the United States, as more than half of the bills he has introduced have been enacted into law. Roger has developed long-lasting and productive working relationships with a wide range of stakeholders to address important policy issues.

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Ronald Seigneur

Ron is Managing Partner of Seigneur Gustafson LLP in CO. He has over 30 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. Ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the AICPA, NACVA, state bar associations and the Environmental Protection Agency.

He is past chair of the AICPA Accredited in Business Valuation committee and NACVA’s Professional Standards Board. He is an adjunct professor at the University of Denver Daniels College of Business where he teaches Valuing a Business. Ron is an author and lead instructor of the Association of Legal Administrator’s national Law Firm Management Essentials training program. Ron holds a BA in Hotel Restaurant and Institutional Management from Michigan State University and an MBA in Accounting and Corporate Policy from the University of Michigan. He is co-author of the 1300+ page treatise on business appraisal titled Financial Valuations: Applications and Models; Reasonable Compensation; Application and Analysis for Appraisal, Tax and Management; The Cannabis Industry Accounting and Appraisal Guide; and the soon to be released, Financial Expert Guide for Family Law Judges and Attorneys. Ron also continues to focus attention to tax planning and compliance matters, as well as emphasizing succession and exit planning strategies for Seigneur Gustafson clients and their professional advisors.

Ron has co-authored 3 books, including The Cannabis Industry Accounting and Appraisal Guide. He is an adjunct professor at the University of Denver and a speaker on professional practice issues.

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Sabrina Webb

Sabrina Webb’s super power is making the impossible possible and one example of just that is how she has helped to pioneer cannabis banking in Alaska. Since 2019, she has successfully managed an active marijuana banking program at MAC Federal Credit Union. With more than 20 years in the financial services industry, she has held many roles ranging from those of frontline member services to various management roles, and she currently serves as the credit union’s Vice President of Compliance/Risk. Sabrina is highly active in service to her community through volunteerism in MAC FCU’s own community service group the “MAC PAC,” and as an advisory board member for the Boys and Girls Club of Fairbanks. As a resident of Fairbanks, Alaska for over half her life, Sabrina enjoys being in the outdoors under the midnight sun with her family.

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Sherri McPherson

Sherri McPherson, IOM, CAE, is President and CEO of the Oregon Society of CPAs. Her Society activities include the Board of Directors; legislative/regulatory issues; OCPA/Legislative Action Committee; client relations; Code of Professional Conduct; technical questions; and OSCPA Group Health Trust.

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Stacey Roberts

Stacey Roberts specializes in designing tax strategies and solutions that improve business tax outcomes. With 20+ years of public and private sector accounting experience, both practical and in management, she’s gained the essential business acumen necessary to be a key business advisor to clients?. Stacey manages all compliance issues related to state and local tax (SALT), including state income/franchise, SALT, real and personal property and unclaimed property taxes for flow through entities and C corporations; identifying planning opportunities and SALT credits and incentives; and, mitigating SALT tax controversy issues. She is an alumna of KPMG, Deloitte and Andersen as well as a frequent speaker and instructor on SALT issues for industry and professional organizations including Strafford Publishing, Denver Tax Institute, NowCFO and more.

Stacey Roberts is a co-host of the SALTovation show, a podcast featuring leading voices in state and local tax at https://saltovation.podbean.com/.

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Stephanie Artino

Stephanie Artino is a CPA and principal of Artino Business Advisors, a CPA Firm in Bellingham, WA. She has over 20 years of experience in public and private accounting, working with clients across multiple industries. Her focus is advisory, tax and accounting services to the craft beer, construction & real estate industries. Stephanie has a Master Advisor Certification, focusing on human behavior and leadership development. She offers coaching, education and other management advisory services geared to help owners, managers and employees achieve greater results in their business.

Stephanie graduated from Western Washington University with a Bachelor’s Degree in Accounting and minor in Business Administration. Stephanie is actively involved in the Brewers Association, Washington Brewers Guild, Pink Boots Society, Building Industry Association of Whatcom County and serves as a Trustee for the WSCPA Foundation.

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Non-Member Price $315.00

Member Price $315.00