Southeastern Chapter: Fall Education Seminar

Southeastern Chapter: Fall Education Seminar

October 10 - 11, 2019

Greensboro, NC
Southeastern Chapter: Fall Continuing Education Seminar

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Program Description

Please join us for our Fall Continuing Education Seminar sponsored by RSM US, LLP and Elliott Davis, LLP.


Thursday, October 10, 2019

8:30 AM – 9:00 AM
Networking and Light Breakfast

9:00 AM - 10:30 AM
Enterprise Risk Management Session

10:30 AM - 12:00 PM
Information Technology Hot Topics

12:00 PM – 1:00 PM

1:00 PM - 2:00 PM
Partnering with Fintechs: The Risk and Rewards of the New Financial Paradigm

2:00 PM - 3:00 PM
Economic Forecast

3:00 PM - 3:45 PM
Credit Risk and Loan Review

3:45 PM - 4:30 PM
Forensic Accounting

Friday, October 11, 2019

8:00 AM – 8:30 AM
Networking and Light Breakfast

8:30 AM - 10:00 AM
Robotic Process Automation

10:00 AM - 11:45 AM
Elder Abuse and Financial Exploitation

11:45 AM - 12:00 PM
SECFMS Business Meeting

*Schedule is subject to change


Mike Dempsey, Sr.
Senior Manager, DHG Financial Services, Dixon Hughes Goodman

Alex Douds, Sr.
Senior Manager , Dixon Hughes Goodman
Mr. Douds has over 18 years of experience in the fields of IT audit and information security including the previous 12 years in public accounting specializing in Firms' Enterprise Risk Management and IT Advisory practices.

Brad Rustin
Partner , Nelson Mullins
Brad Rustin's career began as a litigator focusing on consumer financial services litigation and defense of regulatory claims against chartered and non-chartered financial institutions, finance entities, and money services business. Following in the wake of the fiscal crisis, he began working with financial institutions, money transmitters, non-traditional lenders, check cashers, and mortgage brokers on issues of regulatory compliance.

Cynthia Bush
Lecturer, UNCC
Cynthia Bush is a financial services executive who enjoyed an almost 20-year career with TIAA. During that time, she oversaw investments ranging from $2 billion to $25 billion and has a wealth of experience across the capital spectrum including high yield bonds, project finance, leveraged loans, mezzanine investments and real estate. Prior to TIAA, Bush was a successful investment banker with Citibank in Europe and JP Morgan Chase in New York. In Europe, Bush was an integral part of the team that raised financing for large corporate mergers and acquisitions, divestitures and joint ventures for Western European conglomerates

TC Hinkle
Senior Manager, Elliott Davis

Jason Ligon
Senior Manager, Elliott Davis
Jason has more than ten years of experience providing litigation support, forensic accounting and investigation services to clients. He provides financial analyses and forensic accounting services in support of clients involved in disputes, including litigation, arbitration and mediation. His clients have included attorneys, companies, and Government agencies involved in numerous industries including financial services, construction, defense contracting, manufacturing, warehousing, and nuclear power, among others.

Bob Herman
Risk Consulting Inelligent and Robotics Process Automation Leader, RSM, US LLP
Bob has over 20 year of experience designing and implementing ERP security and controls (primarily SAP), auditing the implementation and on-going maintenance of ERP security and controls and contributing to SAP training programs, practice aids, methodologies and tools.

Lori Wickline
Assistant District Attorney for Guilford County

Location and Accommodations

Hyatt Place Greensboro Downtown
300 North Eugene Street
Greensboro, NC 27401

Special FMS Room Rate: $169/night
Deadline for Room Rate: September 19, 2019
Reservation Line: 1-336-373-6269
Group Code: G-FM10

Reserve Accommodations

Credit Hours

Earn up to 12 hours of CPE credit.
  • Level: Basic to Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Auditing
  • Instructional Method: Live-Group

SECFMS is an approved National Association of State Boards of Accountancy continuing education provider (NASBA), Registry ID #129373. SECFMS will offer CPE credits for this event. SECFMS is not a registered Continuing Professional Education (CPE) sponsor with the NC State Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board. However, each CPA must exercise judgment in selecting courses and claiming credit for only those courses that contribute to the CPA’s professional competence and meet the standards found in 21 NCAC 8G .0400

Refunds and Cancellations

Cancellation requests must be received prior to October 3, 2019 to be eligible for a refund from SECFMS.

Registration Fee

Members and Non-members sign in or create an account below to register

2 Day Program
SECFMS Members*:                     $150
Non-members:                              $250

*Member institutions may send up to six employees at this per-attendee price.  Additional attendees and non-members may attend at a cost of $250 per attendee

Thursday Day Rate
SECFMS Members:     $100
Non-Members:           $150

Friday Day Rate
SECFMS Members:     $100
Non-Members:           $150

Register Now

Download a Registration Form

10/10/2019 - 10/11/2019
Hyatt Place
300 North Eugene Street
Greensboro, NC 27401 United States

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