Meonske Conference Schedule
View the Meonske Professional Development Conference Schedule for 2025 below. The conference runs Thursday, May 15, through Friday, May 16.
Please visit the Topics and Program Descriptions Page to learn more information and read the session descriptions.
Read Session Descriptions Learn More ÌìÌì³Ô¹Ï the Speakers
Thursday, May 15, 2025
7:30 – 7:45 am: Registration | James R. Unger Global Forum Entryway (Room 330)
7:50 – 8:00 am: Opening Remarks | James R. Unger Global Forum (Room 330)
SPEAKER: R. Drew Sellers - ÌìÌì³Ô¹Ï Ambassador Crawford College of Business and Entrepreneurship
8:00 – 9:00 am: Keynote –&²Ô²ú²õ±è;Financial Playbook for Athletic Success (KEY-1) | James R. Unger Global Forum (Room 330)
SPEAKER: Randale Richmond - ÌìÌì³Ô¹Ï Intercollegiate Athletics
9:00 – 10:00 am: Concurrent Sessions:
- Track 1: Keynote –&²Ô²ú²õ±è;Economic Update (KEY-2) | James R. Unger Global Forum (Room 330)
- SPEAKER: Lisa Barrow - The Federal Reserve Bank of Cleveland
- Track 2: Introduction to using AI tools with Excel (TECH-3) | Crawford Hall Business Theater (Room 224/324)
- SPEAKER: George Mount - Stringfest Analytics
10:00 – 10:20 am: Morning Break | Donald S. and Johnna F. Grant Atrium
10:20 – 11:20 am: Concurrent Sessions:
- Track 1: AI – Implications for the Profession and its Clients (KEY-3) | James R. Unger Global Forum (Room 330)
- SPEAKERS: Mike Willis – U.S. Securities and Exchange Commission; Mark Sheldon - John Carroll University; Scott Emett – Arizona State University
- Track 2: Accounting for Business Combinations under ASC 805 (A&R-4) | Room 301
- SPEAKERS: Robert A. Hauptman, John Durbin, Jeff Harnden - Stout Advisory Services; Boki Lemajic - Hyland Software; Mario Pena - EY
- Track 3: Effective Data Driven Storytelling (FP&A-2) | Crawford Hall Business Theater (Room 224/324)
- SPEAKER: Ron Montiero - KICT Inc.
- Track 4: Tax Update for CFOs of Flow-Through Entities (TAX-4) | Room 124
- SPEAKER: Joshua Messina - Cohen & Company; Adam Martinson - Grant Thornton
- Track 5: Accounting for the Emerging Cannabis Industry (A&R-9) | Room 432
- SPEAKER: Justin P. Breidenbach - Capital University
11:20 – 12:00 pm: Lunch Break | Rooms: 120, 122, 222, 230, 232
12:05 – 12:40 pm: Keynote –&²Ô²ú²õ±è;The Finance Function at a Crossroads: Talent, Technology & Transformation (KEY-4) | James R. Unger Global Forum (Room 330)
SPEAKER: Ashley B. Gibson - Eikon-x
12:50 – 1:55 pm: Concurrent Sessions:
- Track 1: Effective Design Principles for Financial Modeling (FP&A-3) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: Ron Montiero - KICT Inc.
- Track 2: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 3: QuickBooks Online - Making it Work for You (TECH-8) | Room 301
- SPEAKER: Lindsey Kiser - Rea
- Track 4: Accounting for the Emerging Cannabis Industry – Deep Dive (A&R-10) | Katie Dix Brahler Conference Room (Room 318)
- SPEAKER: Justin P. Breidenbach - Capital University
- Track 5: Accounting for Business Combinations under ASC 805: A Deeper Dive (A&R-5) | Room 314
- SPEAKERS: Robert A. Hauptman, John Durbin, Jeff Harnden - Stout Advisory Services; Boki Lemajic - Hyland Software; Mario Pena - EY
2:00 – 3:15 pm: Concurrent Sessions:
- Track 1: CXO and Corporate Controller Panel Discussion (A&R-3) | Crawford Hall Business Theater (Room 224/324)
- SPEAKERS: Stacy Gilbert - KeyBank; Doug Schosser - Northwest Bank; Stephen McNally - Plastic Technologies Inc.; Jeffrey Darrah - DRB Systems
- Track 2: ESG Reporting Panel (A&R-6) | Room 401
- SPEAKERS: Ted Christy & Luke Wilson - KPMG
- Track 3: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 3: Tax Accounting Refresher and Hot Topics (TAX-2) | Room 432
- SPEAKER: David Oriani - PwC
- Track 5: Introduction to using Excel's Power Query and Power Pivot - Session 1 of 2 (TECH-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: George Mount - Stringfest Analytics
3:15 – 3:30 pm: Afternoon Coffee Break | Donald S. and Johnna F. Grant Atrium
3:30 – 4:45 pm: Concurrent Sessions:
- Track 1: Audit Technology - Client Successes Panel (AUD-3) | Room 401
- SPEAKERS: Patrick Brogan - Silicon Valley Accountants; Bryan Dziak - CBIZ; Tom Keaton - Crown Castle; Piotr Skomra - Case Western University
- Track 2: Navigating Accounting Careers – Panel Discussion (L&M-4) | Room 301
- SPEAKERS: Jim Bares & Tim Holmes - Robert Half; Felicity Novak - KeyBank; Mike Manfull - Retina Associates; Chase Gardner - Robin Industries, Inc.
- Track 3: International Tax – Current Issues and Considerations (TAX-3) | Room 432
- SPEAKER: Atirek Ratani - EY
- Track 4: Individual Tax update (TAX-5) | Room 124
- SPEAKERS: Joshua Messina - Cohen & Company; Adam Martinson - Grant Thornton
- Track 5: Introduction to using Excel's Power Query and Power Pivot - Session 2 of 2 (TECH-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: George Mount - Stringfest Analytics
- Track 6: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 7: Harnessing GenAI – Panel Discussion on Transforming Internal Audit (AUD-4) | Room 430
- SPEAKERS: Sean Humphreys & Ben Franjesevic - Protiviti; Mark Polatajko - ÌìÌì³Ô¹Ï
4:50 – 5:15 pm: Closing Remarks & Door Prizes | James R. Unger Global Forum (Room 330)
SPEAKERS: Norman Meonske - Conference Founder; R. Drew Sellers - The ÌìÌì³Ô¹Ï Ambassador Crawford College of Business and Entrepreneurship
5:15 – 6:00 pm: Reception | Donald S. and Johnna F. Grant Atrium
SPEAKER: R. Drew Sellers - The ÌìÌì³Ô¹Ï Ambassador Crawford College of Business and Entrepreneurship
Friday, May 16, 2025
7:30 – 7:45 am: Registration | James R. Unger Global Forum Entryway (Room 330)
7:50– 8:00 am: Opening Remarks | James R. Unger Global Forum (Room 330)
SPEAKER: Norman Meonske - Conference Founder
8:00 – 10:00 am: Concurrent Sessions:
- Track 1: Financial Reporting Panel - SEC, FASB, Big 4 (A&R-1) | James R. Unger Global Forum (Room 330)
- SPEAKERS: Kyle Moffatt - PwC; Guarav Hiranandani - The U.S. Securities and Exchange Commission; Patrick Gilmore - Deloitte; Joyce T. Joseph - Financial Accounting Standards Board (FASB)
- Track 2: Blackline – Panel Discussion Client Success & Lessons Learned (TECH-1) | Room 124
- SPEAKERS: Steve McKechnie & Matt Sowol - RGP; Paul Rossman - Applied Industrial Technologies; Dawn Gardner – Metallus; Bob Davenport - BlackLine
9:00 - 10:00 am: Introduction to using AI tools with Excel (TECH-3) | Room 124
SPEAKER: Steve Kraynak, SumProduct.com
10:00 – 10:20 am: Morning Coffee Break | Donald S. and Johnna F. Grant Atrium
10:20 – 11:20 am: Concurrent Sessions:
- Track 1: Financial Reporting Panel - SEC, FASB, Big 4 - Q&A (A&R-2) | James R. Unger Global Forum (Room 330)
- SPEAKERS: Kyle Moffatt - PwC; Guarav Hiranandani - The U.S. Securities and Exchange Commission; Patrick Gilmore - Deloitte; Joyce T. Joseph - Financial Accounting Standards Board (FASB)
- Track 2: Mastering AP Automation: Balancing Control, Efficiency, and Cost Savings (A&R-13) | Room 432
- SPEAKER: Dana Whitted - Eikon-X
- Track 3: Blackline Unleashed: "Ask the Experts" (TECH-2) | Room 334
- SPEAKERS: Steve McKechnie & Matt Sowol - RGP; Paul Rossman - Applied Industrial Technologies; Dawn Gardner – Metallus; Bob Davenport - BlackLine
11:20 – 12:00 pm: Lunch Break | Rooms: 120, 122, 222, 230, 232
12:05 – 12:40 pm: Keynote –&²Ô²ú²õ±è;(PCAOB Session) Audit Regulations 2025 & Beyond – Restoring Trust in Public Company Audits and Capital Markets (KEY-5) | James R. Unger Global Forum (Room 330)
SPEAKER: Christina Ho - The Public Company Accounting Oversight Board (PCAOB)
12:50 – 1:55 pm: Concurrent Sessions:
- Track 1: Accounting Research: Skills for Corporate Accountants (A&R-7) | Room 301
- SPEAKER: Shelby Collins - WNY Research Solutions
- Track 2: Audit Quality Panel - Roundtable Discussion (AUD-1) | Crawford Hall Business Theater (Room 224/324)
- SPEAKERS: Rob Choromanski - EY; Guarav Hiranandani - The U.S. Securities and Exchange Commission; Shelly M. Chadwick - Materion Corp.
- Track 3: Effective Data Visualization for Finance Professionals: Tools and Best Practices (FP&A-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: Ron Montiero - KICT Inc.
- Track 4: Harnessing AI Innovations (TECH-5) | Room 401
- SPEAKER: Gabriel Zubizarreta - Silicon Valley Accountants
2:00 – 3:15 pm: Concurrent Sessions:
- Track 1: Improving the Foundation of G/L Account Reconciliations (A&R-12) | Room 301
- SPEAKER: Doug Brown - Silicon Valley Accountants
- Track 2: Skills for Accounting Research: A Deeper Dive into Accounting Judgments (A&R-8) | Room 314
- SPEAKER: Shelby Collins - WNY Research Solutions
- Track 3: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 4: Creative Problem Solving Presentation (L&M-2) | Room 401
- SPEAKER: David Eyman - Entrepreneurship Business Core Instructor
- Track 5: Introduction to using Excel's Power Query and Power Pivot - Session 1 of 2 (TECH-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: George Mount - Stringfest Analytics
- Track 6: Workday Panel (TECH-7) | Room 334
- SPEAKERS: Ron Lewis - KeyBank; Theresa Kolo - Northwest Bank; Gina McCartney - Progressive Insurance
- Track 7: Integration and Divestiture Panel (FP&A-1) | Room 124
- SPEAKERS: Ron Marcin - KPMG; Mike Tokich - Steris; Brett Tomoff - Travel Centers of America; Ware Grove - CBIZ (retired)
3:15 – 3:30 pm: Afternoon Coffee Break | Donald S. and Johnna F. Grant Atrium
3:30 – 4:45 pm: Concurrent Sessions:
- Track 1: Building Business Value and Preparing for a Successful Exit (A&R-11) | Room 124
- SPEAKER: Mike Trabert - CBIZ
- Track 2: Professional Ethics (L&M-1) | Room 334
- SPEAKER: Tiffany Crosby - The Ohio Society of CPAs
- Track 3: Creative Problem Solving Workshop (L&M-3) | Room 401
- SPEAKER: David Eyman - Entrepreneurship Business Core Instructor
- Track 4: Introduction to using Excel's Power Query and Power Pivot - Session 2 of 2 (TECH-4) | Robert M. & Janet L. Archer Business Analytics Lab (Room 118)
- SPEAKER: George Mount - Stringfest Analytics
- Track 5: Workday - Ask the Experts Interactive Session (TECH-8) | Room 432
- SPEAKERS: Ron Lewis - Keybank; Jody Zarrell - Workday
4:50 – 5:05 pm: Closing Remarks & Door Prizes | James R. Unger Global Forum (Room 330)
SPEAKERS: Norman Meonske - Conference Founder; John Wronkovich - ÌìÌì³Ô¹Ï Ambassador Crawford College of Business and Entrepreneurship