General Meeting
Wednesday, October 7th, 2015
[Revision Date]
1
A Professional Perspective
• Monday, October 12th from 5 pm to 7 pm
• In need of roughly 20 volunteers
[Revision Date]
2
Guest Panelists—Brooke Bryan, CFP
• Personal Financial Planning
• Financial Consultant with
Trustmark Financial Services
• Implement prudent decisions
to achieve financial goals
• Investment management,
retirement planning, estate
planning, and risk management
• University of Southern Miss,
University of Notre Dame
Executive Leadership &
Management program
[Revision Date]
3
Guest Panelists—Misti Preziosi
• Investments
• Chief Investment Officer for the MS
Office of the State Treasurer
• Oversight and management of over
$5 billion in State funds
• Portfolio management, banking,
and alternative investments
• Mississippi College, and Mississippi
State University
• 2015 Mississippi’s 50 Leading
Business Women
• 2006 Metro’s Top Young Guns
[Revision Date]
4
Guest Panelists—Berranthia Brown,
CMI
• Tax
• Sales & Use Tax Manager with
The Coca-Cola Company
• State and local tax compliance,
tax planning and research,
audits, appeals, and providing
tax training and guidance
• 2014-2015 National President of
AFWA
• Grambling State University
graduate, Institute of
Professionals in Taxation
[Revision Date]
5
Guest Panelists—Stacey Pickering
• Governmental Accounting
• Mississippi State Auditor
from 2007-current
• Embezzlement,
misappropriations, and
misspent taxpayer money
• David M. Walker Award for
excelling in accountability
from GAO, Patriot Award
from Department of
Defense, National
Association of State
Auditors, etc.
[Revision Date]
6
Guest Panelists—Mitch Boleware, CPA,
CFE
• Entrepreneurship
• CPA sole practitioner with offices in across MS and LA
• Federal disaster recovery funding and compliance
oversight and consulting
• Project Director of MS Development Authority’s CDGB,
Horne Branch Coordinator and adaptation with GAO
• Accounting Instructor for 4 years at MSU
• University of Southern Miss and Mississippi State
University
[Revision Date]
7
Guest Panelists—Katherine Little, CPA,
CSA, CSEP
• Tax
• CPA with T.E. Lott in
Starkville
• Tax, Social Security Planning,
Elder Care, and Estate
Planning
• MSU alumni
• Treasurer of the Volunteer
Starkville Board, Northeast
MS Financial Planning
Association, MS Young CPA
Network, Rotary Club, etc.
[Revision Date]
8
Guest Panelists—Allison Garner, CPA
• Corporate Accounting
• FNC, Inc—mortgage
software tech company in
Oxford, MS
• Ole Miss alumni
• Member of AICPA, MS
Society of CPAs, MS Young
CPA Network, and AFWA
[Revision Date]
9
Guest Panelists—Chris Madison, CPA,
CFE
• Advisory
• Wealth Advisory for HORNE
• Investment management,
retirement planning, estate
planning, business succession
planning and risk management
• MSU alumni
• CPA in TX and MS
• Member of AICPA, ACFE, MS
Society of CPAs, TX Society of
CPAs
[Revision Date]
10
Guest Panelists—Lori Lindell, CPA/ABV,
CFE
• Forensic Accounting
• Fraud, forensic and litigation
services manager at HORNE
• Business valuation and
litigation support cases
• Atlanta University and
Millsaps College Alumni
• Member of AICPA, ACFE,
NABA, MS Society of CPAs
[Revision Date]
11
Guest Panelists—Samantha
Weatherford
• Tax
• Senior tax associate with
DHG in Memphis
• MSU alumni
• Compliance and
consulting work, monthly
pass-through entities in
retail, manufacturing, and
distribution industries
[Revision Date]
12
Guest Panelists—Kat Cook
• Mergers & Acquisitions
• Director of Business
Development at Strategic
M&A Advisors
• Strategic partnerships, sales,
marketing, event
management, social media,
and business development
• Volunteers with St. Anthony
Catholic School, The Flower’s
House, Make-A-Wish
Foundation, etc.
[Revision Date]
13
A Professional Perspective Volunteers
• Ushers (3)—name plates, table and chair arrangements,
water bottles, and name tags (pins)
• Decorations (4)—balloons, signs, layout
• Food (3)—table clothes, water bottles, assisting Cake Box
catering
• ID Card Swipers (2)
• Information table (3)—Brochures, event information, and
guest panelist check-in
• Gift baggie givers (2)
• Room Delegates (3)—ask questions and do introduction
during panel sessions
• Name Tags (3)—for students (stickers pre-printed)
[Revision Date]
14
BKD Painting Party
• October 22nd from 6 pm to 8 pm at Jilly Bean’s
Pail of Paint
• FREE
• Meet with BKD associates in a fun, informal
setting
• Painting pottery items
• Limit of about 40 students—SignUp Genius
• First come, first serve!!
[Revision Date]
15
Costume Carnival
• Date: TBD
• Time: TBD
• Usually near Halloween in the Junction at 5
pm
• Photo Booth, “Boo Blasters”, and “Witch
Pitch” games
• Maybe one more game??
• Big success and lots of fun!
[Revision Date]
16
Memphis Bound with FedEx
• Friday, November 20th
• All day event
• Speakers, workshops, Memphis Hub tour
(possibly), interactive and engaging activities
with Finance and Accounting Departments,
facility tour
[Revision Date]
17
Dunk Booth Fundraiser
• Partner with FMA
• Sometime in October
• Dunk volunteer faculty and staff
[Revision Date]
18
Next General Meeting
October 21st from 5 pm to 6 pm in
Rogers Auditorium
[Revision Date]
19