Upcoming Sessions

CFO Roundtable

Thursday, October 3, 2024, 8:00 AM - 10:00 AM

Provide a lively discussion among a panel of well established, financial executives who have been highly successful at the Chief Financial Officer level.  The panel will share their thoughts, techniques, behaviors, training etc. that have enabled them to advance in their careers and serve as effective leaders for their organizations. 

Learning Objectives:

  • Participants should obtain greater understanding of proven techniques, behaviors, and skill sets that will help them be more effective in their accounting/finance roles and as organizational leaders. 
  • Provide participants with guidance to facilitate their career development. 
Donald Olinger - Cordia Resources by Cherry Bekaert


Anchoring Your Foothold in GovCon and DCAA’s Hot Topics

Thursday, October 10, 2024, 8:00 AM - 10:00 AM

In the first hour we will cover what it takes to grow from a small government contractor to a mid-sized contractor. Are you winning more work but bursting at the seams to finally feel more secure as a larger organization doing business with the federal government?  Maybe the initial years felt effortless, but now your “luck” is running out, your preparedness for full and open competition is scarce, and you are concerned about potential audits. Let us help anchor some ideas for you so your growth curve slopes upward, and your critical success path becomes clearer for your future.

Learning Objectives

  • Understanding the Maturity model of a Government Contractor
  • Realizing your Infrastructure needs for growth
  • Knowing where your audit risks are

In the second hour, we will cover Hot Topics on the Mind of DCAA is back by popular demand! It is always a hit when we can update you on what DCAA is thinking. We will provide the latest updates on DCAA’s statistics, focus, and vision. Whether it is the tried-and-true indirect rates, incurred cost submissions, business system reviews, or DCAA is dipping into AI and machine learning, cybersecurity, or reporting on their work in conjunction with DCMA, this will surely be a session not to miss.

Learning Objectives

  • Learn about the various DCAA audits, when they are subject to audit, and what to expect during these audits.
  • Gain an understanding of the requirements and timelines for the National Defense Authorization Act (NDAA) for government agencies which will help them be prepared to meet government expectations.
  • Gain an in-depth understanding and proper application of the updated Office of Federal Procurement Policy (OFPP) Executive Compensation Cap for FY 2024.
Traci Shepps - Cherry Bekaert Advisory, LLC
Jeff Annessa - Cherry Bekaert
Brigitta Scott - Cherry Bekaert


VA Ethics

Thursday, October 17, 2024, 8:00 AM - 10:00 AM

Unethical behavior can ruin professional careers, and could result in fines, penalties, or even a loss of licensure.  This course focuses on the risks faced by those that work in either public accounting or industry. 

NOTE:  This course is approved by the Virginia Board of Accountancy (VBOA) to satisfy the Virginia specific ethics requirement.

Learning Objectives:

Upon completion of this course participants will be able to:

  • List the foundation of ethical behavior
  • Detail moral and ethical dilemmas faced in day-to-day situations
  • Explain important principles underlying ethical decision-making
Jennifer Louis - Emergent Solutions Group LLC


Managing Your Risk: Innovation in Employee Benefits & Business Insurance

Thursday, October 24, 2024, 8:00 AM - 10:00 AM

A panel of expert actuaries, legal counsel and consultants will convene to help learners understand the root causes of rising insurance costs and develop strategies to manage and mitigate risks effectively. Through interactive discussion and real world examples, we will analyze and understand the effect of current trends in risk management and develop strategies to decrease organizational risk. We will also explore innovative approaches to managing risk, including the use of technology and data analytics.

Learning Objectives:

  • Understand root causes to rising costs of insurance
  • Analyze & understand the effect of current trends in risk management and mitigation 
  • Employ strategies to develop cost containment practices and decrease organizational risk 
Alli Gregory - Marsh McLennan Agency
Michael Cooper - Marsh McLennan


Economic Outlook and Capital Markets Update

Thursday, October 31, 2024, 8:00 AM - 10:00 AM

Senior Economics Tim Quinlan will discuss historic and present economic conditions both globally and domestically. He will also discuss the current and expected rate environment as it relates to the Federal Reserve of both the US and other markets. Then, Investment Banker Chris O'Green will discuss historic and present market condition surrounding the debt markets and rate environment. He will also discuss equity markets and overall M&A activity in the last 12-24 months.  

Learning Objectives:

  • Understand the current & expected rate environment.
  • Enhanced comprehension of global and domestic economic metrics.
  • Learn about policy impact to US economic indicators.
  • Understand debt markets and their current condition
  • Understand equity markets, risks & benefits they pose in the current market condition
  • Gain insights on recent M&A activity and future expectations
Tim Quinlan - Wells Fargo
Chris O'Geen - Wells Fargo


How AI and Digital Networks Will Shape the Future of Accounting

Thursday, November 7, 2024, 8:00 AM - 10:00 AM

In this session, Aaron will explore how AI and digital transformation are reshaping the accounting industry. From automated bookkeeping to advanced financial analytics, he'll discuss the technologies driving efficiency, accuracy, and strategic decision-making in accounting. Attendees will gain insights into how these advancements are not just streamlining traditional workflows but also creating new opportunities for growth and value in a rapidly evolving business landscape.

Learning Objectives:

  • Learn the tasks and workflows best suited for AI-powered automation.
  • Learn the role Digital Networks will play in automating the workflows between businesses.
  • Understand the role of Trust and Assurance in a networked, AI-powered world.
Aaron Harris - Sage