Details
Location: Hilton Garden Inn - 4500 S Peak Blvd, Roanoke, VA 24018
Dates: November 6th & 7th, 2025
Food: Breakfast, Lunch, & Snacks will be provided. Included in Event Price.
Need a Hotel Room? Book Here
WHEN REGISTERING: Please include your email and the attendee(s) in the notes section so that there is no confusion on who should be attending when paying for someone else.
Agenda
Thursday, November 6th
8:00 am - 8:10 am: Welcome & Announcements
8:10 am - 9:00 am: 2025 Professionals Update
Stephanie Peters - President & CEO, Virginia Society of CPAs
9:00 am - 9:50 am: It's a Risky World Out There
Glenn Kent, PhD - Financial Advisor, The Myrias Group
10:00 am - 10:50 am: OBBBA - Business Provisions
Evan Ross, CPA - Tax Director, Brown Edwards & Company LLP
11:00 am - 11:50 am: Practical Controls
Jamie Ketron, CPA - Partner, Ketron, Masino & Associates CPAs, PLLC
11:50 am - 1:00 pm: Lunch (Included with Event Price)
1:00 pm - 3:05 pm: VBOA Ethics
Clare Levison, CPA - Owner, Clare Levison, CPA
3:10 pm - 4:00 pm: TBD
4:00 pm - 4:50 pm: States Should Close Tax Gap When Federal Grants Run Dry
Robert Warren, DBA, CPA, CFF - Assistant Professor, Radford University
Friday, November 7th
8:00 am - 8:10 am: Welcome & Announcements
8:10 am - 9:00 am: 2025 Roanoke Economic Update
Tori Williams - Director of Research, Roanoke Regional Partnership
9:00 am - 9:50 am: Data Security for Tax Professionals & Updates for the Upcoming Filing Season
Alfred Page, M.S.F, CPA, J.D. - Internal Revenue Service
10:00 am - 10:50 am: Growing Risks of AI Driven Fraud
Jennifer Theimer, CPA - Director, Brown Edwards & Company LLP
11:00 am - 11:50 am: Cyber Insurance 101 - Trends, Cost of Claims, What it Covers, What it Doesn't
John Pendleton - Vice President, Scott Insurance
11:50 am - 1:00 pm: Lunch (Included with Event Price)
1:00 pm - 1:50 pm: Closing the Retirement Savings Gap: State Auto-IRAs
Mary Morris - Chief Executive Officer, Commonwealth Savers
2:00 pm - 2:50 pm: TBD
3:00 pm - 3:50 pm: TBD
4:00 pm - 4:50 pm: TBD