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: SECURE Act 2.0 - What we know so far (2025)
                                    Dan Bowman, CPA - Partner & Jennifer Crickenberger, QPA - EBP Specialist
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: AI Advantage: Practical Tools to Grow Your Small Business in 2025
                                    Matt Schubert - AI Strategist and Investor
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 Risk Management, Insurance and Claims Update
                                     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: Quality Management Standards Update for CPA Firms
                                    Gabe DiYorio, CPA & Noah O'Dell, CPA - Foti, Flynn, Lowen, & Co.
3:00 pm - 3:50 pm: Retirement Plan Update
                                     Emily Sesler, Retirement Plan Advisor - Pinnacle Financial Partners
4:00 pm - 4:50 pm: Business Analytic, Blockchain, and AI
                                     Reza Barkhi, PhD - KPMG Professor, Associate Dean of Strategic Affairs - Virginia Tech