[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