2024 AFWA CPE Seminar Speakers
Register for this year’s event here!
Jill Neace is a Tax Principal, who joined Coulter & Justus in 2008. Prior to joining the firm, Jill worked with McGladrey in Morehead City, North Carolina. Jill performs tax services for clients in a variety of industries, including restaurants, hospitality, and government contractors, in addition to high net worth individuals.
Jill is currently serving on the board for Girl Talk, Inc., and she previously served as Treasurer for Dogwood Arts. She is a graduate of the Winter 2016 class of Introduction Knoxville and was named to the Knox.biz 40 Under 40 Class of 2020.
Jill received her Bachelor of Business Administration – Accounting from Eastern Kentucky University in Richmond, Kentucky and her Master of Business Administration – Accounting from Morehead State University in Morehead, Kentucky.
Susan Williams is Vice President & Trust Officer with The Trust Company of Tennessee. She has more than twenty years of experience in financial planning, tax, investments, and trusts. Susan serves on our internal Investment Committee and organizes their Financial Planning efforts, as well.
Susan holds a Bachelor of Business Administration in Finance from Radford University and a Master of Science in Personal Financial Planning from the College for Financial Planning in Denver, CO. Susan is a CERTIFIED FINANCIAL PLANNER™ and a Retirement Plans Associate.
Susan is a graduate of Leadership Blount 2016 and Experience Your Smokies. She is a long time member of the East Tn Financial Planning Association, where she served as President, and a member of the Knoxville Estate Planning Council. Committed to serving those who have served our country, Susan also assists Veterans and Wounded Warriors with financial planning and securing permanent homes for their families.
Travis Lowe is an audit partner at Pugh CPAs. He has experience providing audit and advisory services to a variety of industries including governments, not-for-profits, contractors, and private businesses. Travis is a graduate of Tennessee Tech University. He is a member of the AICPA, TSCPA, GFOA and has a served on numerous different boards. Travis is a volunteer AYSO youth soccer coach and AYSO Regional Commissioner.
Curtis Shoch is an experienced executive with a demonstrated history in the financial services industry. Curtis is currently a Senior Vice President- Regional Director with Cantor Fitzgerald Asset Management.
Joe DeLozier is a Senior Client Account Manager with Velosio LLC, one of the largest Microsoft partners in North America and a leader in deploying business applications both on-premise and via the cloud and delivering unparalleled client experiences, supporting the entire Microsoft Dynamics portfolio, Office 365 family, and Azure services. Joe has worked in information systems sales and client management for almost 40 years and has been working from his home office in Sevierville, TN well before it was common place.
Jason is originally from Sevierville, Tennessee, Jason earned a B.S. in accounting from Carson-Newman University in 2007 and then joined the national public accounting firm Crowe-Horwath, LLP. During his tenure there, McCarter was selected as a fellow on Crowe’s federal tax specialties service team where he worked as a consultant on complex tax incentive projects for companies ranging to the Fortune 50 throughout the eastern U.S.
Since then, McCarter served as the finance director of a large Knoxville faith-based non-profit organization where he focused on integrating best practices in accounting and business operations. He then came to Burkhart and Company, an accounting and consulting firm in Knoxville, in 2013 to assist a large multinational non-profit organization in complete implementation of a new finance and accounting department.
Jason currently works as the Financial Controller for Mastermelt America in Sweetwater, TN. Mastermelt America is part of the Mastermelt Group of Companies specializing in the recovery of gold, silver, platinum, palladium, and other precious metals from a variety of sources from spent diesel catalysts to jet turbine engines with operations in London, England; Buxton, England; Sweetwater, Tennessee; Terrell, Texas and Singapore.
Andrew is dedicated to representing clients with integrity and professionalism – helping them navigate the nuances of the law while seeking practical solutions. He maintains a diverse practice, handling both transactional and litigation matters. His primary areas of practice are business, commercial, and corporate law; real estate; local government, municipal, and land use/zoning; labor and employment; wills, probate and estates.
Andrew holds a bachelor’s degree in political science and public administration, with a minor in business, from the University of Tennessee, and a juris doctorate from the University of Tennessee College of Law. In law school he served as the Vice President of the Student Bar Association and a member of the Dean’s Student Advisory Council. After graduation, Andrew served as a member of the Dean’s Alumni Council.
Andrew is an active member of the community, and currently serves on the Vestry of the Episcopal Church of the Ascension. He is active in the Knoxville Bar Association, serving on various committees and writing regularly for DICTA. Andrew and his wife, Morgan, make their home in West Knoxville with their daughters, Charlotte and Mary Michael, and their goldendoodle, Maggie.
Allison Harris is a Tax Auditor in the Knoxville Field Office. During her time in the Audit Division, in addition to performing Tennessee Tax Audits, she is also over the Summer Internship Program and recruiting events in the Knoxville office, and a part of the Train the Trainer program.
Allison attended East Tennessee State University, where she completed her bachelors in accounting and then attended Carson Newman University where she completed her Masters of Business Administration degree. Allison has worked for the Department since 2017.
Robert Brown is a Tax Audit Supervisor in the Johnson City Field Office. During his time in the Audit Division, he has served as an auditor completing various levels of complex audits, part of the Train the Trainer program, worked on special projects for manufacturing and repossession audit processes, and most recently serves as the Supervisor over the Johnson City office. Robert obtained his degree from East Tennessee State University and has worked for the Department since 1993.
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Katie is a proud graduate of the University of Tennessee College of Law where she graduated cum laude in 2021. Katie also obtained a Bachelor of Science from the University of Tennessee in 2017, majoring in Accounting, with a collateral in Finance. Her practice focuses primarily on employment law, litigating issues involving employment discrimination and retaliation, and advising employers on a variety of day-to-day workplace issues arising under state and federal law.