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[Revision Date] 1
General Meeting
Wednesday, October 7th, 2015
[Revision Date] 2
A Professional Perspective
• Monday, October 12th from 5 pm to 7 pm• In need of roughly 20 volunteers
[Revision Date] 3
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] 4
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] 5
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] 6
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] 7
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] 8
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] 9
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] 10
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] 11
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] 12
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] 13
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] 14
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] 15
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] 16
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] 17
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] 18
Dunk Booth Fundraiser
• Partner with FMA• Sometime in October• Dunk volunteer faculty and staff
[Revision Date] 19
Next General Meeting
October 21st from 5 pm to 6 pm in Rogers Auditorium