April Post-Tax Season Celebration
Join us for food, wine, and shopping for some of the most beautiful accessories available anywhere (at a discount)
Thursday, April 26th, 2018
6:00 PM – 8:00 PM
Patricia Nash Flagship Store
Located just off I-40 at Hall of Fame Drive. Food and beverages will be included. The price is $15 per person.
Fantastic Door Prizes, including choice of anything in store (some exclusions apply) – one extra ticket for Door Prize drawing for sending payment by Facebook to Kathy Schrader or Carol Porter; one extra ticket for every guest you bring. For more information visit us on facebook @afwaknox.
Not an AFWA Member? Join today!
Why join?
As a member of our local chapter you save on your CPE, receive discounted pricing on monthly meetings, and are supporting your local chapter. You receive additional resources for information, jobs and CPE. Cost to join is $199 for National Dues and $36 for Knoxville Dues (there is a one time National Fee for new members of $25). Click HERE to go to the AFWA National site to register.
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May 17, 2018 – Annual Recognition & Leadership Breakfast 1 hr. CPE, More details to come.
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Join us for the Winter CPE Mini-Seminar
Thursday, January 11th
8:00 to Noon
Pinnacle Financial Center
1111 Northshore Drive South Tower
Knoxville, TN 37919
Schedule: 7:30 – 8:00am, Registration 8:00 – 8:05am Welcome; 8:05 – 8:55am Employment Law Update, Eric Ebbert, Attorney, Wimberly Lawson Wright Daves & Jones, PLLC; 9:00 – 9:50am Fraud Topic Update, Mike Parton, CPA , Managing Partner, Coulter & Justus P.C.; 10:05 – 10:55am What you need to know about Asset Protection & Coverage, Bob Metelka, CIC, CWCA, Mowery Insurance Company; 11:00 – 11:55am Effective Communication, Leslie Beale, J.D., Professional coach, Profusion Strategies; 11:55 – Noon Evaluations
Regular Registration: $59 Members / $69 Non-Members thru 1/5/18
Late Registration: $59 Members / $69 Non-Members after 1/5/18
Member Registration
Non-Member Registration
Not an AFWA Member? Join today!
Why join?
As a member of our local chapter you save on your CPE, receive discounted pricing on monthly meetings, and are supporting your local chapter. You receive additional resources for information, jobs and CPE. Cost to join is $199 for National Dues and $36 for Knoxville Dues (there is a one time National Fee for new members of $25). Click HERE to go to the AFWA National site to register.
Many Thanks to our Sponsors
Mercury Engraving for their sponsorship and complimentary engraved gift for each participant!
Upcoming Meetings and Events
April, 26 2018 – After Tax/Spring Social, Patricia Nash Flagship Store (5:30 – 8:00)
May 17, 2018 – Annual Recognition & Leadership Breakfast 1 hr. CPE, More details to come.
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April Fashion Show
Join us for fashion and fun
Thursday, April 27th, 2017
6:00 PM – 9:00 PM
Patricia Nash Flagship Store
Located just off I-40 at Hall of Fame Drive. Food and beverages will be included and one adult drink ticket is included in the price.
Everyone who pre-registers will receive a Patricia Nash monogrammed key fob and will receive an extra entry for the door prize drawings.
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Join us for the 5th Annual CPE seminar
Friday, November 3rd
8:00 to 4:30
King University
10950 Spring Bluff Way
Knoxville, TN 37932
Schedule: 7:30 – 8:00am, Registration and Breakfast; 8:00 – 8:05am Welcome and Announcements; 8:05 – 8:55am Federal Tax Update, Wendy Hill, CPA & Nan Bobbett, CPA, Tax Principals, Coulter & Justus ; 8:55 – 9:05am BREAK; 9:05 – 9:55am TRACK 1: GAAP Update, Dr. Richard Townsend, CPA , Associate Professor Emeritus, University of Tennessee; TRACK 2: Identity Theft, Richard Lara, Agent, Federal Bureau of Investigation; 9:55 – 10:10am BREAK; 10:10 – 11:50am TRACK 1 Hour 1: New & Improved Linked In for 2017, Cindy Hagemann, Marketing Consultant & Linked In Trainer; TRACK 1 Hour 2: Taking your Leadership to the Next Level, Chuck Carringer, Executive Coach; TRACK 2: Advanced Excel Topic, Microsoft Store; 11:50 – Noon BREAK; Noon – 1:15pm Lunch & Keynote, “Breaking Ground and Thriving in a New Industry,” Kevin Moon, CPA, Sr. Director of Finance, Old Smokey Moonshine; 1:15 – 2:55pm TRACK 1: State Specific Ethics, Jason McCarter, CPA, Controller, Mastermelt America; TRACK 2 Hour 1: ACA & the Knoxville Region—Strategies for 2018, Jeff Hinton, MBA, Owner, Caradigm, Inc. TRACK 2 Hour 2: HR Topic —The Importance of a Paper Trail, Sarah Alexander, Owner, Results HR; 2:55 – 3:15pm BREAK; 3:15 – 4:05 pm TRACK 1: State Tax Update, Heather Martin, CPA, Senior Manager, PYA; TRACK 2: Peer Review Update, Richard Hill, CPA Partner, Mitchell, Emert & Hill, PC; 4:05 – 4:15pm Final Announcements and Dismissal
Early Bird: $79 Members / $129 Non-Members thru 9/22/17
(Payment must be made by 9/22 to qualify)
Regular Registration: $89 Members / $149 Non-Members thru 11/1/17
Late Registration: $99 Members / $159 Non-Members thru 11/3/17
Join us for up to 8 hours CPE at a great price!
CANCELLATION POLICY: At any time prior to the Seminar date, registration can be transferred to another person or to next year’s Seminar, at no charge. Any time up until one week prior to the Seminar (10/27/17) a refund will be given, less $15.00 for administrative expenses.
Not an AFWA Member? Join today!
Why join?
As a member of our local chapter you save on your CPE, receive discounted pricing on monthly meetings, and are supporting your local chapter. You receive additional resources for information, jobs and CPE. Cost to join is $199 for National Dues and $36 for Knoxville Dues (there is a one time National Fee for new members of $25). Click HERE to go to the AFWA National site to register.
Many Thanks to our Sponsors
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SEPTEMBER KICKOFF
Rising to the Top
Pam Kimball, MBA, CPA
Cellular Sales
Chief Financial Officer
Thursday, September 21st, 2017
11:30 AM – 1:00 PM
Doors open at 11:30 for networking. Lunch starts at 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
Cellular Sales
9040 Executive Park Drive Knoxville TN, 37923
1 hour CPE
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East Tennessee Women’s Leadership Summit: Leading Beyond Limits
Speakers: Valerie Alexander (luncheon keynote) Author, How Women Can Succeed in the Workplace (Despite Having “Female Brains”), Joan Cronan, UT Women’s Athletic Director Emeritus, Linda Pucci, Inner Resources Center, Misty Mayes, Management Solutions, LLC,
HER POINT OF VIEW PANEL: Kim Hansard, moderator, Star 102.1, Michelle Farley, Accenture, Dr. Katrice Morgan, UT College of Law, Katrina Vargas, former president, James White Fort,
Friday, June 9th, 2017
8:00 AM – 5:00 PM
Knoxville Airport Hilton
REGISTER or get more information: EastTNWomensLS.com
Register with Code: AFWA92 – ticket type listed as AFWA Group
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April Fashion Show
Join us for fashion and fun
Thursday, April 27th, 2017
6:00 PM – 9:00 PM
Patricia Nash Flagship Store
Located just off I-40 at Hall of Fame Drive. Food and beverages will be included and one adult drink ticket is included in the price.
Everyone who pre-registers will receive a Patricia Nash monogrammed key fob and will receive an extra entry for the door prize drawings.
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Join us for the 4th Annual CPE seminar
Friday, October 21st
8:00 to 4:30
King University
10950 Spring Bluff Way
Knoxville, TN 37932
SCHEDULE
7:30-8:00 a.m. Registration
8:00-8:05 a.m. Welcome
8:05-8:55 a.m. Tax Update, Eric Elliott, CPA, PYA
9:00-9:50 a.m. Peer Review Audit Issues Richard Hill, CPA, Partner Mitchell, Emert & Hill, PC
10:05-10:55 a.m. Department of Labor Law Update Eric Ebbert, Esq. Wimberly Lawson Wright Daves & Jones, P.L.L.C.
11:05-11:55.a.m. GAAP Update Dr. Richard Townsend, CPA, Associate Professor Emeritus, University of Tennessee
Noon-1:15 p.m. Lunch & Keynote Panel “The Private Placement Experience” Eric Dobson, Angel Capital Group, Jonathan Patrick, Strategic & Innovation Advisor, Vig Sherrill, General Graphene
1:15-2:55 p.m. Breakout Sessions: Track 1: State Specific Ethics Christine Bell, MBA, CPA BGT Recruiting & Consulting
Track 2: Advanced Excel Bootcamp Kevin Featherston Founder, IT Specialists, Inc.
3:15-4:05 p.m. Tennessee State Tax Update Ronnie Rogers, TN Dept of Revenue Tax Audit Supervisor
4:10-4:15 p.m. Evaluations/Wrap-Up
Early Bird: $69 Members / $119 Non-Members thru 9/7/16
(Payment must be made by 9/7 to qualify)
Regular Registration: $79 Members / $139 Non-Members thru 10/7/16
Late Registration: $89 Members / $149 Non-Members thru 10/21/16
Click below link for registration form, submit with check payment
AFWA Annual Accounting and Business CPE Conference Registration Form
Join us for up to 8 hours CPE at a great price!
CANCELLATION POLICY: At any time prior to the Seminar date, registration can be transferred to another person or to next year’s Seminar, at no charge. Any time up until one week prior to the Seminar (10/14/16) a refund will be given, less $15.00 for administrative expenses.
Not an AFWA Member? Join today!
Why join?
As a member of our local chapter you save on your CPE, receive discounted pricing on monthly meetings, and are supporting your local chapter. You receive additional resources for information, jobs and CPE. Cost to join is $140 for National Dues and $36 for Knoxville Dues (there is a one time National Fee for new members of $25). Click HERE to go to the AFWA National site to register.
Many Thanks to our Sponsors
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Common Pitfalls Nonprofits Can Avoid
Jason McCarter
ABN- Alliance for Better Nonprofits
Thursday, March 23rd, 2017
11:30 AM – 1:00 PM
Doors open at 11:30 for networking. Lunch starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
The Regas Building
318 N. Gay Street Knoxville, TN 37917
1 hour CPE
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Built to Thrive: Designing a Career to Go the Distance
Leslie L. Beale, JD
Success Coach
Profusion Strategies
Thursday, February 23rd, 2017
11:30 AM – 1:00 PM
Doors open at 11:30 for networking. Lunch buffet starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
Rothchild Conference & Catering Center
8807 Kingston Pike Knoxville, TN 37923
1 hour CPE
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An Overview of FASB’s New Leases Standard (ASU 2016-02)
Tatiana Chambers
Audit Manager
Coulter & Justus
Thursday, January 19th, 2016
11:30 am – 1 pm
Coulter & Justus, P.C.
9717 Cogdill Road • Suite 201
Knoxville, TN 37932
1 Hour CPE
Doors open at 11:30 for networking. Lunch buffet starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
The Knoxville AFWA invites you to a Holiday Brunch
Saturday, December 17th, 2016
10 am – 1 pm
The Square Room at Café 4 on Market Square
Join us for Games, Gifts, Prizes, and more!
Mothers, Daughters, Sisters and Friends are welcome!
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CYBER SECURITY ISSUES
Bill Dean
Senior Manager
Information Security Services Division of LBMC
Thursday, November 17th, 2016
11:30 AM – 1:00 PM
Doors open at 11:30 for networking. Lunch buffet starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
Rothchild Conference & Catering Center
8807 Kingston Pike Knoxville, TN 37923
1 hour CPE
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Kick-off Celebration
Thursday, October 20th, 2016
5:30-7:30 p.m.
Cru Bistro & Wine Bar Turkey Creek
11383 Parkside Drive
Knoxville, TN 37934
Appetizers provided, cash bar available, join us for networking
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4TH ANNUAL CPE SEMINAR
Friday, October 21st, 2016
8 a.m.-4:30 p.m.
King University
10950 Spring Bluff Way
Knoxville, TN 37932
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TAKING A BUSINESS TO MARKET
Tom Decosimo
CEO and a Managing Principal of DCF
Thursday, May 19th, 2016
11:30 AM – 1:00 PM
Doors open at 11:30 for networking. Lunch buffet starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
Rothchild Conference & Catering Center
8807 Kingston Pike Knoxville, TN 37923
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TAKING CARE OF YOURSELF:
D.R.E.S.S. –
DIET, REST, EXERCISE, STRESS REDUCTION, SUPPLEMENTATION
Alex Seen
Greatness Fitness
Exercise Physiologist
Thursday, April 21st, 2016
11:30 AM – 1:00 PM
Congratulations! You’ve survived another April 15th (or 18th).
Isn’t it time to take some care of you instead of others?
Doors open at 11:30 for networking. Lunch buffet starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
Rothchild Conference & Catering Center
8807 Kingston Pike Knoxville, TN 37923
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RISK ASSESSMENT: MEASURING THE HEALTH OF YOUR ORGANIZATION
Cheryl Hair
United Way of Greater Knoxville
Senior Vice President, Operations
Thursday, March 31st, 2016
11:30 AM – 1:00 PM
Doors open at 11:30 for networking. Lunch starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
The Regas Building
318 N. Gay Street Knoxville, TN 37917
1 hour CPE
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INTERNAL CONTROLS
Vicki Caughron
Oak Ridge Associated Universities
Chief Audit Officer
Thursday, February 18th, 2016
11:30 AM – 1:00 PM
Doors open at 11:30 for networking. Lunch buffet starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
Rothchild Conference & Catering Center
8807 Kingston Pike Knoxville, TN 37923
1 hour CPE
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The Road Ahead – Personal Guidance for Professionals in Accounting & Finance
CANCELLED DUE TO INCLEMENT WEATHER
Thursday, January 21st, 2016
11:30 AM – 1:00 PM
Phil Dortch, CFP
Investment Advisor Representative
Visionary Horizons Wealth Management
Doors open at 11:30 for networking. Lunch buffet starts 11:45.
Speaker will begin by 12:00.
Friends are welcome – advance registration required.
Rothchild Conference & Catering Center
8807 Kingston Pike Knoxville, TN 37923
1 hour CPE
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November 13th
CPE Seminar
King University, Knoxville Campus
(NEW LOCATION)
10950 Spring Bluff Way (off Hardin Valley & Pellissippi Parkway)
8:00am-4:15 pm
TOPICS
Peer Review Update
Business Exit Strategies – Tax Efficient Options & Positioning Your Business for the Sale
Financial Reporting Update
The Line 12 Fund
Technical Issues
State Specific Ethics
Managing Your Personal Brand
Sea Change in Global Audit Practices
Tax Update
Join us for up to 8 hours CPE at a great price!
Early Bird: $69 Members / $119 Non-Members thru 10/9/15
(Payment must be made by 10/9 to qualify)
Regular Registration: $79 Members / $139 Non-Members thru 10/31/15
Late Registration: $89 Members / $149 Non-Members thru 11/12/15
Not an AFWA Member? Join today!
Why join?
As a member of our local chapter you save on your CPE, receive discounted pricing on monthly meetings, and are supporting your local chapter. You receive additional resources for information, jobs and CPE. Cost to join is $126 for National Dues and $36 for Knoxville Dues (there is a one time National Fee for new members of $25). Click HERE to go to the AFWA National site to register.
Want to see the full brochure?
Click here to see the AFWA Seminar Brochure
Many Thanks to our Sponsor
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Valuation Issues – Hot Topics & Muddy Waters
Renee Harwell
Owner, Harwell Valuation Advisors
Doors open at 11:30 for networking. Lunch buffet starts 11:45 am. Speaker will begin by 12:05.
Friends are welcome – advance registration required.
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September Kickoff
Success & Challenges of a Leader
Madeline Rogero
Mayor, City of Knoxville
Thursday, September 17th, 2015 from 11:30 AM – 1:00 PM
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Wednesday, July 22, 2015 6:00 – 8:00 PM
Painting with a Twist, 10932 Murdock Drive (just off Lovell Rd near I-40).
Join AFWA Knoxville Chapter as we enjoy a summer evening at Painting with a Twist. An instructor guides us through the process of filling our canvas so you can put aside any hesitation you might have of using your right brain! You’ll be pleasantly surprised at what you can create and how relaxing painting is. We have a lovely summery picture picked out and will be providing snacks and beverages to help keep things light.
Follow the link below and when the registration comes up put in the passcode “PARTY”.
https://www.paintingwithatwist.com/events/viewevent.aspx?eventID=451428
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Taxing the Internet
Thursday, June 18th, 2015 from 11:30 AM – 1:00 PM
Join us for networking, lunch and learning as Dr. Luna will be addressing taxing the internet, including e-commerce and other current issues. We will also be installing our new board members for the 2015-2016 year.
Earn 1 CPE credit.
Dr. LeAnn Luna, CPA
Dr. Luna holds a dual appointment as an associate professor with the Department of Accounting and Information Management and with the Center for Business and Economic Research. Her primary research interest is state and local tax policy, and her research on §529 college savings plans and e-commerce has received national attention.
Dr. Luna is a CPA and received a B.B.A. in accounting from Southern Methodist University, a Master of Taxation from the University of Denver College of Law, and a Ph.D. from the University of Tennessee.
Networking begins at 11:30. Lunch is served at 11:45 and Dr, Luna begins speaking at noon
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Accounting Oopsies – Accounting Topics that Can Trip You Up and Cause You to Go “Oops”!
Thursday, May 21, 2015 from 11:30 AM – 1:00 PM
Do you ever make a mistake? How do you find them? How do you correct them? Join us Thursday, May 21st as Jennifer Goodman, CPA, CGMA from Elliott Davis Decosimo shares insight from her years of experience as an auditor. Jennifer will share some of the common errors she sees and how we can prevent them.
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Join us for Fun, Fundraising & Fashion –
An End-of-Tax-Season Event!!!
Meet, greet, and shop at Talbot’ in Bearden
April 23rd 5:00-7:00PM
Appetizers and non-alcoholic beverages will be served
Attendees receive a 25% discount on anything they purchase that evening.
Net proceeds benefit the AFWA Foundation
You do not have to be a member to attend, and we encourage everyone to bring a guest!
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Workers Comp Changes in Tennessee
March 26, 2015
Let’s Talk Workers Comp
Sweeping reforms occurred in 2014 to Tennessee’s Workers’ Compensation Law. The change in law, spearheaded by Governor Haslam, was intended to streamline the process and to encourage the growth of business in Tennessee. However, several pitfalls exist for both Employers and Employees. Join us for an inside look at how the current system works, how Employers can protect themselves against rising insurance rates and litigious Employees.
Our presenters are Jennifer Sloan White and Nick Peterson from Peterson Stinson and White here in Knoxville.
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January 15, 2015
Cyber Awareness in the Workplace
Richard Lara
FBI Special Agent
Special Agent Lara addressed the following:
- latest threats the FBI is fighting,
- what’s new that companies should be aware of
- theft of Personal Identity Information.
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November 20th, 2014 11:30-1:00PM
Crisis Planning and Assistance
Amelia Crotwell, CELA
Discussion of how we’re all aging and planning for the future can be burdensome and overwhelming.
Amelia works with elders and their families to help them plan for their legal, financial and health care needs.
She will cover some challenges and solutions facing elderly clients, family or friends.
Whether you have clients, family, friends, or neighbors this will be an informative session on issues to be aware of so you can help those you care about.
Rothchild Conference & Catering Center
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WHEN GENERATIONS COLLIDE…OR THRIVE
Danielle Benson & Jeannie Dulaney
Lattimore Black Morgan & Cain
October 16th, 2014 5:30 pm- 7:00 pm
Join us for an early evening meeting as well as networking to learn about how we can take generational differences and turn them into generational thriving.
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Maribel Koella, CCIM, SIOR
May 15th, 2014
Rothchild Conference & Catering Center
What does it take to succeed in a highly competitive business?
What is it like to be the owner of a company doing business in the international arena?
Whatever your background or current career, you will enjoy hearing Maribel Koella’s insight and stories of her experiences as the owner of one of Knoxville’s premier companies, NAI Knoxville. NAI Knoxville is an organization of professionally trained brokers with international reach and local expertise in commercial real estate.
Maribel has over 29 years experience as Realtor, specializing in the sale and lease of industrial and investment real estate. Her background is in appraising commercial and industrial properties. Recognized as a leader in the field; she is skilled in orchestrating negotiations between industrial boards, banks, CPAs, attorneys, and engineers to achieve common goals.
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The Paris Apartment Boutique & Tea Room
April 24, 2014
Lunch
Fashion Show
Shopping
11:30 am – 1:00 pm
Has it been a long tax season?
Are you ready to have some fun?
Whether you are in banking, accounting, finance, recruiting or another financial field, it has been a long few months- tax returns, demanding clients, year end wrap ups and more. Join us to relax and renew by enjoying a delicious lunch, a fun fashion show and strolling down the lanes of Paris boutiques at the Paris Apartment Boutique & Tea Room in Western Plaza. Also receive a 10% discount on any shopping done after the meeting!
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2013 CPE Seminar Details
Date: November 8th, 2013
Time: Registration 7:30-8:00AM
Event: 8:00-4:15PM
Earn up to 8 hours of CPE
$129 Non-Local Members
(Discounted rates for AFWA KNOXVILLE members of $59)
Tusculum College
Knoxville Regional Center
1305 Centerpoint Boulevard
(near the intersection of Lovell Road and Pellissippi Parkway)
Registration Deadline: November 7, 2013
Topics Included
Tax
Audit
Ethics
Technical Skills
Career Workshop
Start up Strategies
Speakers
Jan Williams, University of TN
Erin Gill, City of Knoxville
Greg Erickson, LBMC Tax Partner
Jeffrey Hinton, Careadigm
Matt Tunstall, Stall Talk
Karen Collins, Resource Accounting
Kathryn Eaton, Eaton Tax & Business
Carol Fox, ARG Financial Recruiting
Cindy Hagemann, Pugh CPAs
Haley Hubbard, University of TN
Continental Breakfast and Lunch Included
Seminar open to men and women
Thanks to our Event Sponsors:
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Girls’ Nite Out – October 15th, 2014
Come celebrate the October 15th deadline with your AFWA friends while creating a masterpiece, or just indulging your creative side
A group of us are going to be painting the very popular “Wine and Grapes” picture at Spirited Art, located at 5072 Kingston Pike, starting at 6:30 Tuesday the 15th. If you follow the link below to Living Social today, you can get the class for half price. Use the code BESTFALL to get an additional 10% off!
All are welcome – friends, coworkers, mothers, daughters, sisters, even husbands (if they think they can hang with us!) After you buy your voucher, be sure to make your reservation – this could turn out to be our best outing ever!
Uncork your creativity with a half-off deal from Spirited Art! Visit Living Social to purchase your voucher for only $17 – a $35 value!
Location: 5072 Kingston Pike Knoxville, TN 37919
Phone: 865.584.1010
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Thursday, September 19, 2013
Debbie H. Jones, CPA
President, UT Federal Credit Union
We’re kicking off this fall with a chance to hear from a leader in our community! Debbie has been employed at the UT Federal Credit Union since 1996 and is now the president. Debbie has extensive public accounting experience in four states as well as international banking experience in Germany. Debbie will be sharing from her experiences and current role as president.Register NOW!Our meeting will be at the UT Federal Credit Union
2100 White Avenue, Knoxville, 37916The location is just one block off Cumberland Ave on White Ave, behind Mellow Mushroom. White Ave is a one-way street going east so approach should be from 22nd Ave. Street Parking is limited, but there are some metered & unmetered spots around, and there is an inexpensive parking garage across the street. The E TN Children’s Hospital garage entrance is accessible from Clinch Ave. Cost is $2.00.Lunch will be catered by Garrett’s Downtown Deli.