Matthew D. Clark, CPA, MAcc, MBA
Chief Financial Officer / Veritas CFO , Mableton, GA

Steven E. Russell
Visiting Nurse Health System , Atlanta, GA

Janet Yang
REVEAM , Norcross, GA

Dan Marx
SAKAEM Logistics , Tucker, GA

Join a panel of distinguished CFOs as they discuss today’s most pressing financial leadership challenges, share practical strategies and offer insights into the role of finance in driving business success. Panelists will share practical insights on navigating today’s complex business environment, strategic financial leadership, risk management and advice on how to reach the C-suite. Attendees will gain real-world perspectives on emerging trends, challenges and best practices shaping the future of finance.

Michael Lonergan
Georgia Oak Partners , Atlanta, GA

Corey Clemons
Georgia Oak Partners , Atlanta, GA

David Walker
Georgia Oak Partners , Atlanta, GA

Financial professionals involved in the sale of a business should understand how private equity investors can enhance a company's legacy post-sale by driving growth and continuing the business's success. Opportunities include providing equity ownership and upward mobility for employees, expanding the company's geographic footprint and/or market share through strategic acquisitions, value creation and more. CPAs can ensure the deal is a win-win-win for all parties involved.

Philip E. Laminack, CPA
Partner / Forvis Mazars , Atlanta, GA

This session will provide an update on recent federal business tax legislation and accounting pronouncements related to income tax accounting.

Will Ousley, MAcc, CPA
Associate Director of Finance and Acc / Vaco , Atlanta, GA

As the demand for CPA talent continues to outpace supply, firms must rethink how they attract, develop and retain accounting professionals. This session highlights the most important trends affecting the CPA talent pipeline, including workforce demographics, mobility patterns and evolving candidate priorities. Attendees will walk away with actionable takeaways to improve hiring strategies and strengthen long-term talent planning.

Patrick Maffett, CIMA, AIF, MBA
Regions Bank , Atlanta, GA

This session equips CPAs with a clear, actionable understanding of the forces shaping today’s economic landscape. Patrick will break down the key macroeconomic trends and translate them into practical insights you can apply in client conversations and strategic planning. Explore current market behavior across equities, fixed income and alternative assets, with an emphasis on identifying risks early and spotting emerging opportunities. The goal is simple: to give financial professionals the clarity and confidence needed to navigate uncertainty and guide clients through a rapidly evolving environment.

Kristina Turner, CPA, CISA, MMIS
Georgia Department of Audits , Atlanta, GA

What does it actually take to transform audit and financial reporting with AI? This session cuts through the hype to share real lessons from an ongoing transformation of 200+ government audits—including the wins that proved AI's value, the mistakes that almost derailed progress, and the technology choices that mattered most. Discover how AI eliminates human errors, dramatically improves accuracy, and creates efficiencies you can't achieve manually. Whether your firm is just exploring AI or already experimenting, you'll get a practical roadmap and honest insights from the middle of the journey.

Todd Stanton
Stanton Law LLC , Atlanta, GA

After two decades representing companies in employment law issues, Todd has assembled a running list of (currently) 29 things that are simply true in the HR world. This program spurs great discussion about practical and effective ways to address the most common employee issues. It has the added benefit to offer owners, managers and HR professionals comfort to know they're not alone in their struggle to introduce common sense into the workplace.