Schedule & Speakers

Event Schedule

 

SESSION DATE  SESSION TIME SPEAKER NAME 
 August 6, 2020 Session 1 8:30 - 9:20am  Tram Le 
 August 6, 2020 Session 2 - 9:30 – 10:20am  Stan Seat 
 August 6, 2020  Session 3 10:30 - 11:20am Jeff Matthews 

 

August 6, 2020

 

 

Panel Discussion 12-12:50pm 

Ram Venkataraman 
 Ileana Gamillo
Jonathan Philipp 
Tawny Schaffer 
 Brenda Williams
 August 7, 2020 Session 4 1:00 - 4:50pm   Richard Mark
 August 7, 2020  Session 4a 1:00 - 1:50pm Charles Miller 
 August 7, 2020  Session 4b 2:00 - 2:50pm  Bill Seeger
 August 7, 2020 Session 4c 3:00 - 3:50pm   Tammy Walsh
 August 7, 2020  Session 4d 4:00 - 4:50pm  Kevin Olvera

Speakers

Specializing in tax strategies for growing multi-state businesses, Tram works closely with clients in all aspects of state and local tax (SALT) issues and assists businesses in responding to notices issued by taxing jurisdictions.

  • Consults clients with complex tax issues and negotiations with state and local government.
  • Serves as an adjunct professor at the University of Texas at Arlington, where she teaches technical SALT topics to graduate level students.
  • Government financial and forensic watchdog experience in the U.S. Government Accountability Office (GAO) and with the Treasury Inspector General for Tax Administration (TIGTA), where she analyzed asset valuations and internal control weaknesses, implemented forensic audit procedures, delivered government briefings and analyzed the tax law impact of proposed policy changes.
  • Sales Tax Updates & Developments Under Wayfair Learning Objectives

    Sales Tax Updates & Developments Under Wayfair

     

 

Stan Seat

Dr. Seat has Bachelor of Business Administration in Accounting from the University of Texas at Arlington, a Master of Divinity from Southern Methodist University, a Doctor of Ministry from Texas Christian University, a Juris Doctor from Oak Brook College of Law, and a Master of Laws in Taxation from Taft Law School. Dr. Seat is licensed as a CPA in Texas and holds credentials as a Certified Fraud Examiner, Certified in Financial Forensics, Certified in Insolvency and Restructuring Advisor, and Chartered Global Management Accountant. He has served on the Exempt Organizations Tax Technical Committee of the AICPA and the IRS Relationship Committee of the TSCPA. Dr. Seat has lectured throughout the country on taxation of exempt organizations, fraud prevention, church administration, and capital budgeting. He has been a guest lecturer at UTA with the Executive MBA program. Stan has served as an Adjunct Professor at both Dallas Christian College and Dallas Baptist University.

Tax Considerations Bankruptcy Learning Objectives

 

Jeffrey Matthews is a Partner with StoneTurn and an adjunct UTA Accounting Professor.  He brings over 25 years of experience in financial investigations, forensic accounting and litigation support. His clients include the nation’s top law firms, Fortune 100 legal departments and government investigative agencies.

Jeff recently led "the largest domestic public corruption case in history”.  The investigation involved more than $4 million in bribes and kickbacks, and resulted in three individuals being sentenced to prison and ordered to repay $125 million to the government. 

Jeff also recently served as the expert and provided trial testimony in a unanimous, $23.6 million jury verdict on behalf of a cattle broker in one of the largest cattle fraud cases in Texas history. The matter has been named to the “Texas Lawyer Hall of Fame Verdicts” list and is featured in the publication’s magazine that chronicles the highest dollar verdicts in the State of Texas. His autobiography, Holding Accountants Accountable, was published in 2019, and details his career as a fraud fighter.

Navigating the New Normal: How Accounting and Compliance Professionals Can Do More with Less

 

Ramgopal Venkataraman Contact Photo

Ramgopal Venkataraman

Department Chair and Associate Professor

Dr. Ramgopal (Ram) Venkataraman joined UT Arlington as Associate Professor of Accounting in 2013 and was selected to be the Chair of the Accounting Department effective September 2018.  He was formerly an Assistant Professor of Accounting at the Cox School of Business, Southern Methodist University in Dallas, TX and at the Carlson School of Management in University of Minnesota.  Dr. Venkataraman obtained his PhD from Penn State University.

Prior to joining academia, Dr. Venkataraman had extensive accounting, consulting and corporate experience for a total period of 12 years as a Chartered Accountant rising to partner in a mid-size Indian accounting firm and later as Finance Manager for a company in the United Arab Emirates and Project Manager in India for an industrial venture.

Dr. Venkataraman’s research interests are varied.  He is broadly interested in the role of accounting information on capital markets and various players in the capital markets such as investors, financial analysts and auditors.  Recently, he has also been involved with several medical research projects with faculty at the University of Texas Southwestern Medical Center as well as the Biomedical engineering department at UTA.  He has published his articles in both leading accounting journals and medical journals.

He enjoys bringing real world practice and examples to his students in the classroom to prepare them to apply the knowledge gained in the class immediately to their jobs.

 

Ileana-Gamillo-contact-photo

Ileana Gamillo is currently a Tax Associate at JTaylor and Associates in Fort Worth. She has a Bachelor of business Administration in Accounting from the University of Texas at Arlington and is currently pursuing a Master of Science in Accounting. Ileana plans to sit for the CPA after she receives her Masters degree.

In 2019 Ileana started a podcast called We Mean Business about all things business and accounting where she is one of the hosts. Ileana was the former president of the Beta Alpha Psi Gamma Phi chapter at UT Arlington. During her time as president she was able to elevate the organization to Gold Status by winning the KPMG Gold Challenge. Currently, Ileana is serving as the Partnerships Coordinator for The Love Pit, a 501(c)(3) rescue group located in Dallas.

 

Philipp-Jonathan-contact-photo

Diversity & Inclusion Manager Jonathan Philipp is responsible for the execution of the diversity & inclusion strategy at Grant Thornton LLP. This includes management of the business resource groups, training development, leadership engagement, as well as incorporating diversity & inclusion into our firm policies, recruiting, communications and culture programs. Jonathan has led the content development and strategy of numerous diversity and inclusion conferences within and external to Grant Thornton LLP.

 

Previously, Jonathan managed the business resource groups at the Federal Reserve Bank of Chicago’s Office of Diversity & Inclusion, wrote the bank’s annual diversity report to Congress, developed and led diversity and inclusion training and contributed to the creation of the long-term diversity strategy.

Education

  •  Bachelors of Arts in Political Science from University of Illinois Urbana-Champaign
  • Masters of Public Policy and Administration from Northwestern University

 

Tawny-Shaffer-contact-photo

TAWNY SCHAFFER, CPA

SENIOR DIRECTOR, CFO ADVISORY SERVICES

Tawny is a Senior Director in Armanino’s CFO Advisory team with more than 30 years of financial, operations and consulting experience. She has worked with numerous healthcare, healthcare technology, managed care and insurance companies, providing accounting, finance and consulting services. Tawny is an entrepreneurial minded executive focused on building cohesive, collaborative teams and streamlining business operations.

Her past work includes: leading the post-acquisition integration activities for a large physician practice organization; leading a change management and training program for a public healthcare IT organization; coordinating the spin-off from a County Hospital District and start-up of a non-profit clinical informatics research and development company including development of strategic, financial and operational plans to drive growth and extend finance based decision-making through-out the company; key contributor of a $22M capital raise effort to spin out the commercial operations of the clinical informatics company; driver of stabilization of the remaining non-profit clinical informatics company through development of a new mission, vision, values, and a culture of trust resulting in less than 5% turnover post-transaction; identification, procurement, and implementation of a new ERP system; and development of the financial plan for a large HMO during conversion of the provider network from capitation to fee-for-service.

Tawny’s expertise includes:

·       Merger integration and change management

·       Strategy & Planning

·       Financial reporting and analysis

·       Internal controls and business process redesign

Prior to joining Armanino, she held senior leadership positions at Great Northern Advisory, Parkland Center for Clinical Innovation, Parkland Hospital, Renaissance Re, PacifiCare Health Systems, and PwC. 

 

EDUCATION

Bachelor of Business Administration degree in Accounting from Texas Tech University

 

PROFESSIONAL ORGANIZATIONS

 

Tawny is a member of the Healthcare Financial Management Association (“HFMA”) and a member of the Board of Directors of the HFMA Lone Star Chapter.  She also chairs the HFMA Lone Star Chapter Sponsorship and Women’s Dinner Committees and co-chairs the State Sponsorship Committee.

 

COMMUNITY INVOLVEMENT

 

Tawny is the Chairman of the Board of Divine Equine Therapeutic Riding Center, a non-profit organization dedicated to providing equine therapy to clients suffering from a wide range of physical, developmental, behavioral, cognitive, sensory and learning disabilities.

 

Tawny is also active in her church and serves as the chair of the Finance Committee

 

Brenda-Williams-contact-photo

 

Mrs. Williams currently serves as an University Relations Manager under Talent Acquisition, for INROADS, Inc. Brenda is an alumna of the INROADS process and has come full circle since her internship and now as a staff member of the very organization that started her career development.  Through the INROADS process, Mrs. Williams completed five sponsored summer internships between her freshman and senior year of college before completion of her Bachelor of Science Accounting Controls Systems at University of North Texas.

 

In October 2019, Brenda Williams became the Diversity Recruiting Advisor with BKD CPAs & Advisors.  She played a key role in the execution of BKD’s diversity talent attraction and recruitment strategies for campus and experienced talent.  She had the opportunity to turn ideas into action. The role included being responsible for proposing and executing projects to increase the diversity of our candidate pipeline, deliver top notch candidate experiences, build relationships with diverse talent pools, and track outcomes to ensure the most impactful results.  Unfortunately, the position was eliminated due to COVID-19 in April 2020 and she returned to INROADS in a part-time capacity.

 

Brenda has gained essential leadership and business soft skills that gave her the confidence and preparation she would need to be a successful leader. The mentorship, academic, and professional development exposed her to opportunities she did not have access to and provided networking opportunities to help her along the way.

 

Her professional journey has taken her to small and large companies performing the duties of an accountant, information specialist, Technical Consultant and Project Manager before becoming a Talent Manager with INROADS.

 

In additional to her professional career, Mrs. Williams has been recognized for her community outreach, serving as an active member of the Dallas/Fort Worth Chapter of National Association of Black Accountants (NABA).

 

Mrs. Williams continually lives out her passion to work with students thru NABA and INROADS while giving back to the very organization and that started her career path.

 

Mrs. Williams is married and lives in Dallas.  She can be contacted at brendarobwilliams@gmail.com

 

 

Richard Mark Contact Photo

Richard S. Mark is currently an Associate Professor of Accounting at the University of Texas at Arlington teaching in the areas of ethics and financial accounting. He has dual undergraduate degrees in Mechanical Engineering and Pre-Medicine from the University of Colorado, a Juris Doctorate from University of Colorado, and a Master of Taxation (LL.M.) from the University of Denver. He is a CPA in the United States and a Chartered Accountant in the British Commonwealth.

Prior to joining the UTA faculty, Professor Mark was a sole-practitioner and later an associate at various Dallas law firms. He subsequently became a Director of Tax for Atlantic Richfield Company and later a tax manager at Arthur Young & Co (now Ernst & Young). He has also previously served on the board of directors of a number of private energy firms.

Over more than 4 decades, Professor Mark has conducted numerous professional development seminars for most of the Western, Southwestern and Southern state societies of CPAs and public and private companies. He has also consulted and provided expert testimony for the IRS; various global energy concerns including Exxon-Mobile, Chevron, Shell, Gulf, Phillips 66, Conoco; hedge fund and tax software companies; law firms; international government agencies within the State of Victoria in Australia; and the State of Alaska.

Professor Mark has been approved to train accounting students in ethics in preparation for the CPA exam since 2005.

Accounting Ethics Learning Objectives

Accounting Ethics CPE Complete Handout Set

 

Miller Contact Photo

Mr. Miller is a graduate of Vanderbilt University with a baccalaureate degree. He holds a J.D. from Emory University School of Law and is a member of the State Bar of Texas. He teaches a variety of law-related classes in the College of Business as well as various special programs e.g. management training for China Petroleum Corporation (CNPC.) He is a frequent speaker in local organizations and was a guest speaker in 2018 at Texas Tech University School of Law as well as at UTA's Accounting department CPE events in 2015-2019.

Impact of Recent Legal and Other Key Developments on Accounting Practice and Practitioners Learning Objective

 

Seeger Contact Photo

William J. Seeger, Ph.D.

Dr. Seeger is currently Clinical Professor of Economics at the University of Texas at Arlington, College of Business Administration, and President of Quantecon Consulting, an Economic consulting firm. The focus of his academic research is Transfer Pricing and International Tax issues. Upon his retirement in October, 2014, Dr. Seeger was a Principal in KPMG’s Global Transfer Pricing Services practice. He was practice leader, Economic and Valuation Services, for the Dallas, Houston and Denver Business Units and a senior economist and Southwest area lead for KPMG’s Economic Consulting Practice.  Dr. Seeger has twenty years of experience in public accounting and three years’ experience with the Internal Revenue Service as an Industry Economist in the Comprehensive Examination Program.

In his public accounting career, Dr Seeger specialized in economic and tax issues related to tax efficient structuring of the operations of multinational organizations. He has advised clients on the Transfer Pricing economics related to intercompany financing, deferral, intangible planning, services, shared cost allocations, and operational price setting.   While at KPMG, Dr. Seeger led Transfer Pricing teams as part of KPMG's financial statement audits of clients related to Fin 48 matters, assisted in Transfer Pricing Dispute Resolution, helped clients with negotiating and establishing their Advance Pricing Agreements, worked with KPMG's Mergers and Acquisitions teams on Transfer Pricing exposures of potential target acquisitions, and served as part of KPMG's Quality review team finalizing TP reports for release to clients. 

As the market leader for KPMG in the Dallas/Denver Business unit, Dr. Seeger had oversight in the areas of Oil and Gas, Engineering and Construction, Consumer and Industrial Business, and Financial Services.  He was the Southwest area practice leader for Transfer Pricing services and Economic Consulting Services, the Global market leader for Energy and Natural Resources in the areas of oil and gas, chemicals, utilities, engineering and construction, and mining and forestry, and the National Transfer Pricing leader for the Engineering, Construction, and Procurement industry market segment.

Dr. Seeger has a PhD and MA in Political Economy from the University of Texas at Dallas, with specializations in Industrial Regulation and Econometrics, and a BA in Economics from the University of Notre Dame, with a concentration in Quantitative Economics.  He is currently a candidate for a Master’s degree in Jurisprudence in International Taxation from the Texas A&M University Law School. 

BEPS the Next Phase: Pillar One and Pillar Two Learning Objectives

Bill Seeger Taxing the Digital Economy

 

Tammy-Walsh-contact-photo

Tammy is an executive finance and operations leader with 20+ years’ experience with a focus in healthcare providing cross-industry expertise in strategy, operations, business development, financial consulting and client service with strong leadership, problem-solving, planning, team-building and project management skills. Her background as a CFO for physician groups has led her to be a proven leader to revitalize and restructure problem organizations ensuring organizational excellence.

 

Tammy is CEO/President of her own physician consulting services firm providing strategy and optimization to provider groups and health care organizations across the nation. The services range from physician compensation methodologies, revenue cycle optimization, hospital-physician alignment, clinic operational process improvement, compliance and overall leadership insight. Her services also offer interim-CFO and COO capabilities for provider groups.

 

Tammy is a member of the Healthcare Financial Management Association (HFMA) and serves as an officer for the Lone Star Chapter as well as chairing the state-wide Texas Conference in 2020 and 2021. She is also a member of the American College of Healthcare Executives (ACHE) and Medical Group Management Association (MGMA). Tammy is a frequent speaker and writer on physician-related revenue cycle, finance and strategic topics for these organizations and many others.

 

Tammy is an adjunct professor teaching Masters of Healthcare Administration candidates courses in Healthcare Finance and Leadership at University of North Texas Health Science Center (UNTHSC) and Chairs the UNTHSC MHA Advisory Board. She also is an adjunct professor at Texas Christian University (TCU) to the Masters of Business Administration students with a healthcare concentration. She is a member of the Advisory Board at the University of Texas at Arlington, College of Business, Accounting Department.

 

She is a Certified Healthcare Financial Professional (CHFP) and Certified Revenue Cycle Representative (CRCR). She was recently awarded the Fellow Healthcare Financial Management Association (FHFMA) designation.

 

She is a graduate of University of Houston, Texas, with a B.S. degree in Finance.

 

Learning Objectives

 

Heathcare Finance 101

 

Kevin-Olvera-contact-photo

KEVIN OLVERA

Assurance Partner, BDO

 

EXPERIENCE
Kevin has 18 years of financial audit, transaction and advisory experience in the healthcare industry.  He also has specific healthcare experience assisting clients with initial public offerings and other public filing requirements. 

He has extensive experience with the financial and internal control audits of private equity sponsored and public healthcare companies as well as coordinating the preparation of financial statements and compliance reports in accordance with GAAP, SEC, PCAOB and Sarbanes-Oxley requirements. 

Kevin also serves as an instructor and course developer for BDO’s national CPE conferences and has spoken at BDO’s CPE events regarding the healthcare and various technical accounting topics. 

 

PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants

Healthcare Financial Management Association, Lone Star Chapter – Board Member

 

EDUCATION
B.S., Accounting, Northern Illinois University

kolvera@bdo.com
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Suite 1700
Dallas, TX 75201
Tel:        +214-969-7007
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