����ԭ��

Adam Jorgensen​
Managing Director - Stout

Adam Jorgensen has over 15 years of experience providing valuation services to both public and private-sector clients. He has extensive expertise across a broad range of industries, including industrial products, automotive, retail and consumer products, technology, media and entertainment, healthcare, oil and gas, manufacturing, distribution, construction, transportation, trucking, restaurants, gaming, professional services, insurance, and financial services. He advises both publicly traded and privately owned companies on financial reporting matters such as purchase price allocations, goodwill impairments, business enterprise valuations, stock-option valuations, audit reviews of third-party analyses, and the valuation of various intangible assets (i.e., developed technology, trademark/trade names, etc.), utilizing various forms of the income, market, and cost approaches. He also specializes in performing valuations for taxation compliance and tax planning purposes, with a focus on initiatives such as global restructuring of legal entities and/or intellectual property, GILTI and BEAT planning, Pillar 2 considerations, change in control considerations under § 280G, NOL limitations under § 382, distributions under § 301, REIT conversions (§ 856[c]), non-taxable divestitures under § 355, worthless stock deductions, FIRPTA withholdings, purchase price allocations for tax purposes (§ 1060), legal entity modeling, and more. Adam also advises executive teams on decision-making in a strategic context through services such as value performance and impact studies, which examine historical value performance and establish a value-based strategy with measured potential value impacts based on various strategic options. Services also include deal value capture studies, which are designed to minimize value leakage by linking commitments made in deal pricing with value capture initiatives post close. He works closely with corporate boards, management teams, private equity teams, attorneys, not-for-profit directors, and high-net-worth individuals in the context of business valuation, equity valuation, investments, portfolio management, venture capital, and competitive analysis. Prior to joining Stout, Adam led the Valuation and Business Modeling practice in PwC’s Detroit office. He is a member of the AICPA and is a licensed CPA in Michigan and Illinois.  

Shannon Keyes Ciucevich​
Special Projects & Business Manager, Financial Reporting Department - Cuyahoga County, Ohio

Shannon Keyes Ciucevich has been the Special Projects & Business Manager in the Financial Reporting Department of Cuyahoga County for the last five years. She has more than 35 years of experience (as a manager, CPA, and CFO in Corporate America, Non-Profits, and Government) streamlining processes, improving sales and communication, and creating more effective, cohesive teams. Shannon is also the Owner of the Ohio Valley Hypnosis & Wellness Center and the Ohio Valley Hypnosis & Wellness School (a state licensed school through the Ohio State Board of Career Colleges & Technical Schools for Hypnosis training in the state of Ohio).  Shannon is a Manager, CPA, Certified Hypnotist, a Certified Hypnosis Instructor, Professional Stage Hypnotist, Keynote Speaker, Lecturer, Mentor, and Yoga & Meditation Instructor. 

Stephen Latza​
Financial Reporting Accountant - Cuyahoga County, Ohio

Stephen Latza is a Financial Reporting Accountant with Cuyahoga County of Ohio, with a strong focus on organizational efficiencies. He is a Certified Ohio Public Manager and holds a Black Belt in Process Improvement certification issued by Cuyahoga County.  He has over 10 years of experience in process reviews and implementing process improvements, with a specialization in the creation of new processes.

Boki Lemajic​
Vice President and Corporate Controller at Hyland

Boki Lemajic serves as the Vice President and Corporate Controller at Hyland, bringing extensive experience and leadership in finance and accounting. With a career rooted in the professional services industry, Boki has spent most of his professional journey in consulting, where he provided strategic guidance to clients across financial reporting, technical accounting, mergers and acquisitions, and finance transformation initiatives. Boki holds the degrees of Master of Business Administration and Bachelor of Science in Business Administration (Accountancy) from John Carroll University and is a Certified Public Accountant (CPA) licensed in the state of Ohio. His practical expertise and deep understanding of complex financial environments continue to drive impactful results in corporate finance and operational efficiency.

Ron Lewis ​
Senior Vice President & Sr. Data Product Manager, Shared Services - KeyBank

Ron Lewis is the SVP and Sr. Data Product Manager, Shared Services at KeyBank.  He brings more than 30 years of banking experience to this role.  He is currently responsible for leading data product strategy and governance execution across multiple lines of business, including Finance, Technology, Risk, and Human Resources.  He previously served as the CFO of the Shared Services functions at KeyBank in addition to being responsible for Corporate Procurement and Corporate Reconcilement.  Before his current role, he was the Assistant Controller for KeyBank, responsible for month-end close, consolidation accounting, and several other accounting operations areas.  During his time as the Assistant Controller, he led a significant finance transformation through the implementation of Workday technology. 

Wei Li, Ph.D. ​
Chair of the Department of Accounting and the Department of Information Systems and Business Analytics, & Associate Professor - Ambassador Crawford College of Business and Entrepreneurship at ����ԭ��

Wei Li, Ph.D., is the Chair of the Department of Accounting and Chair of the Department of Information Systems and Business Analytics at the Ambassador Crawford College of Business and Entrepreneurship at ����ԭ��. She joined the ����ԭ�� faculty in 2006 after receiving a Ph.D. from Washington State University. Li’s main research interests examine whether and how psychological and social factors influence investors’ decision-making. Li has presented her research work at numerous national and international conferences and published in top accounting journals, including Accounting, Organizations and Society, Accounting Horizons, and the Journal of International Accounting Research. Dr. Li is a Certified Public Accountant (CPA) and worked as an accountant in the Agricultural Bank of China before joining academia. She also worked as a professor in residence at A. Schulman Company and Davey Tree Expert Co. Li have been members of the Board of Directors for several nonprofit organizations. She is active in the accounting academic community and served as the president of the American Accounting Association's Ohio Region. 

Ron Marcin ​
Partner - Audit, KPMG

Ron Marcin is a Partner in KPMG’s Audit Practice. He has nearly 25 years of client service experience across various industries, including consumer goods, retail, industrial manufacturing, and financial services. Ron has worked with clients in different geographic regions, ranging from large international public companies in the Fortune 1000 to private firms pursuing an initial public offering. He has extensive experience leading teams and clients through audit and advisory projects related to M&A activity, registration statement filings, IT transformations, and internal control changes. His technical expertise includes revenue recognition, business combinations, asset impairment, share-based payments, benefit obligations, financing, fair value, and lease accounting. Ron is a proud alumnus of ����ԭ�� (2001) and currently serves as the Chair of the Accounting Advisory Board. 

Steve McKechnie​
Vice President, Finance Transformation and Global BlackLine Practice Leader

Steve brings over 25 years of domestic and international experience in both corporate and consulting leadership roles working in numerous industries, in both business and IT environments. He currently leads RGP's BlackLine Practice and previously led RGP's System Selection Practice. Steve is a thought leader who takes the client's perspective to best solve their challenges. From assessments and strategy development to roadmap and framework design to leading solution implementations. Steve finds success for his clients by aligning and bridging their corporate strategies to department operations and to management of teams, while directing the portfolio of programs, resources, and budgets. Prior to joining RGP, Steve worked for Ernst & Young Consulting and Hewlett-Packard; was an independent consultant; and co-founded a start-up internet development company.

Stephen McNally ​
CFO, Treasurer & Secretary - Plastic Technologies Inc. (PTI) 

J. Stephen McNally, CMA, CPA, is the Past Chair of IMA's Global Board of Directors and continues to serve on the Global Board, the Global Board’s Global Markets Committee, and the Small Business Committee. In addition, Steve is a proud member of the IMA Toledo Chapter. Steve is CFO, treasurer, and secretary of the Plastic Technologies Inc. (PTI) Group of Companies. Based in Holland, Ohio, the PTI Group serves nearly every major consumer goods company and is recognized worldwide for sustainable packaging innovation. Prior to PTI, Steve spent a lifetime at Campbell Soup Company.

Norman Meonske ​
Meonske Professional Development Conference Founder & ����ԭ�� Professor Emeritus

Norman Meonske, Ph.D., has conducted many continuing professional education presentations for state CPA societies, corporations, CPA firms, IMA meetings, and other professional organizations. He is the recipient of IMA’s Lifetime Achievement Award. He is also the 2004 recipient of IMA’s prestigious R. Lee Brummet Exemplary Educator Award and IMA’s Ohio Regional Council’s Distinguished Service award. Meonske was recognized in 2011 as the Outstanding Educator of the Year by the OSCPA/The Ohio Region of the American Accounting Association. His prior public accounting experience was with Arthur Andersen & Co. 

Kyle Moffatt ​
Partner - PricewaterhouseCoopers LLP

Kyle is a partner in PwC’s National Office where he leads the Professional Practice Group. In that role, he leads a team who is responsible for sustainability reporting, engaging with standard setters and regulators, and delivering brand-defining publications and educational materials. He also provides technical advice to engagement teams and clients on SEC reporting matters with respect to IPOs, M&A transactions and periodic filings. Kyle is also the Chair of the Center for Audit Quality’s SEC Regulations Committee. Prior to joining PwC in 2020, he served on the staff of the Securities and Exchange Commission for almost twenty years; most recently as the Chief Accountant and Disclosure Program Director in the Division of Corporation Finance. As Chief Accountant, he led the staff in providing technical accounting and reporting support to the Division’s disclosure review program, led various rulemaking efforts, and answered interpretive questions on the form and content of financial statements to be included in Commission filings. As the Director of the Division’s Disclosure Review Program, he oversaw the Division’s selective review of transactional and periodic filings and directed the staff’s comment letter program. After receiving his Bachelor of Science from the University of Maryland at College Park in 1995, Kyle spent 5 years with EY in Washington, D.C. He is a certified public accountant in New Jersey and Maryland and a member of the AICPA. He also serves on the Business & Entrepreneurship Advisory Board at Prince George’s Community College in Maryland.   

Ron Monteiro ​
Founder & Owner - KICT Inc.

Ron is an accomplished business executive with extensive experience in the CPG industry, having held senior leadership roles (Director/VP) at Kraft Foods, Campbell’s, Kruger Products, and other leading organizations. He now runs KICT Inc., his own speaking, training, and coaching practice. Ron specializes in both virtual and in-person experiential training, delivering sessions in locations such as Nashville, San Francisco, New York, India, Vietnam, Hawaii, and Malta. He is a dynamic speaker, equally effective with large audiences (300+) and intimate groups (including executive teams), helping individuals unlock their full potential. He is also the author of the recently published book, Love Mondays, which guides individuals and teams toward greater fulfillment, joy, and productivity in their work. 

Jessica Morgan​
Senior Manager, National Tax Department - EY

Jess Morgan is a senior manager in the EY National Tax Department, focusing on US state and local taxation. In her current role, she provides thought leadership and technical assistance through the global EY network, helping companies navigate the complexities of state tax policy. Throughout her career, Jess has collaborated with businesses as they plan for the state tax and accounting impacts of transactions, including acquisitions, divestitures and corporate reorganizations. Her experience allows her to assist companies in aligning their tax profiles with strategic business objectives. Jess supports US inbound investment, consulting on site selection and the state tax implications of establishing US commercial domicile. She advises multinationals with respect to taxability, application of US-international tax treaties, and audit defense. Jess partners with the EY Center for Tax Policy, advising on the effects of significant economic developments on state tax law and administration. She is a frequent speaker on the state tax implications of domestic and global tax reforms, including the One Big Beautiful Bill Act of 2025 and OECD Pillar Two proposals. Jess is a graduate of the College of William and Mary in Virginia, where she studied business and religion, and she earned a master’s degree in accounting at the University of Central Florida. Jess is a member of the AICPA and Ohio Society of CPAs (OSCPA). She is a member of the OSCPA State and Local Tax Committee and has served as board member and president of the Tax Club of Cleveland. 

George Mount​
Founder & CEO - Stringfest Analytics

George Mount is the founder and CEO of Stringfest Analytics, a consulting firm specializing in analytics education and upskilling. He has worked with leading bootcamps, learning platforms and practice organizations to help individuals excel at analytics. George regularly blogs and speaks on data analysis, data education and workforce development and is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly Media, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot and More for Enhanced Data Analytics (O’Reilly Media, 2024). He is a recipient of the Microsoft Most Valuable Professional (MVP) award for exceptional technical expertise and community advocacy in the field of Excel. George holds a bachelor’s degree in economics from Hillsdale College and master’s degrees in finance and information systems from Case Western Reserve University. He resides in Cleveland, Ohio.  

Dana E. Mountjoy​
​​​Partner, Audit & Assurance- Bober Markey Fedorovich

Dana E. Mountjoy, CPA is a Partner in Assurance and Advisory Services at Bober Markey Fedorovich, with more than 15 years of experience helping organizations strengthen internal controls and improve financial and operational performance. Dana has both Big 4 and regional accounting firm experience, where she has worked on a wide range of consulting and advisory projects including internal controls/outsourced internal audit, inventory reconciliation, revenue recognition, forecasting, and Sarbanes‑Oxley (SOX) readiness for public and private companies. Her experience spans multiple industries, with deep expertise in construction and manufacturing/distribution. Dana is known for her ability to connect the “so what” of internal controls to real‑world business decisions—helping C‑suite leaders understand how strong controls drive sustainability, accountability, and long‑term success. Dana earned her B.S. in Accounting from Grove City College and is a current member of the Leadership Akron Class 42. 

David Oriani​
Tax Partner - PwC

David Oriani is a Tax Partner in PwC’s Industry Tax Practice with over fifteen years of experience and is based out of the Cleveland, OH office. His primary focus is providing tax services to both publicly and privately held multinational corporations and pass-through entities in a variety of industries, with a heavy focus around the consumer and industrial products sector. He works with his clients to address the areas of accounting for income taxes, tax planning, tax compliance, and various federal tax consulting issues. David earned a B.A. in Public Accounting and Finance from Marietta College. David is a member of the American Institute of Certified Public Accountants and is a Certified Public Accountant licensed to practice in Ohio.

Tim Osborne​
Director - Stout

Tim Osborne has experience that includes: valuations related to acquisition accounting and impairment testing for financial reporting purposes; valuations for corporate tax purposes; the business enterprise; fairness and solvency opinions for corporate acquisitions, including mergers, and other corporate transactions; and equity-based compensation. Tim has extensive experience with the expectations of tax and financial reporting advisory and regulators. He also has worked in valuing intangible assets, including trade names and trademarks, patented and unpatented technology and know-how, customer-related assets, contract-based intangible assets (e.g., sponsorship agreements, media rights, long-term manufacturing agreements), software, and non-competition agreements. Tim's experience spans a diverse mix of industries and clients, from regional middle market businesses to multi-billion-dollar international enterprises, private equity and pension funds, and accounting firms.

Harish Parmar​
Principal Enterprise Architect, Business Transformation & Architecture - SAP Americas

With nearly three decades of hands‑on experience transforming enterprise data into actionable intelligence, Harish Parmar brings a pragmatic and trusted perspective to SAP Business AI. A seasoned technology leader with over 28 years of experience in large‑scale digital transformation, Harish has led numerous successful programs with SAP as the core ERP, integrated across multiple lines of business using SAP Best Practices, reference architectures, and the integrated toolchain. In his current role as Principal Enterprise Architect at SAP, he partners with organizations to operationalize Business AI, S/4HANA, analytics, and clean‑core architectures—helping enterprises translate AI strategy into measurable business outcomes. A speaker at SAP Sapphire and an SAP Campus Ambassador, Harish is passionate about bridging academic insight with real‑world enterprise execution.

Chris Pedersen​
Vice President, Business Technology​ Global SAP Practice Head - RGP

Christopher leads RGP’s Global SAP Practice and is a seasoned SAP executive recognized for delivering complex SAP programs on scope, on schedule, and on budget, while successfully stabilizing and turning around challenged initiatives. Since earning his SAP Financial Accounting and Controlling certification in 1997, he has led 25 SAP deployments across R/3, ECC, and S/4HANA, driving large-scale, finance-focused transformations.​ He has guided SAP programs across Aerospace & Defense, Energy and Utilities, Government, Life Sciences, Manufacturing, and Retail, consistently aligning technology strategy with Finance objectives to enable enterprise transformation. His experience spans practice development.

Jeff Priest​​
Senior Solutions Consultant - OneStream

Senior Solutions Consultant at OneStream, partnering with finance leaders to design and deliver modern CPM solutions that support enterprise planning, reporting, and analytics. ​With more than two decades of experience supporting finance and performance management solutions, Jeff brings a practitioner’s perspective shaped by hands‑on work across solution engineering, pre‑sales, and platform design.​

Atirek Ratani​
Partner, International Tax and Transaction Services – EY

Atirek is a partner in EY’s International Tax and Transaction Services practice in Cleveland. Atirek advises clients in many industries, including diversified industrial products, telecommunication, manufacturing, services, retail, and technology. He has experience with global mergers and acquisitions, implementing cross-border transactions, U.S. international tax matters, including the impact of the TCJA, OBBBA and related regulations, quantitative analysis such as earnings and profits and basis computations, withholding tax matters and treaty reviews, and global tax matters, including BEPS Pillar 2. Atirek has over 20 years of international tax advising experience and has provided coordinated and dedicated service to clients, ensuring that the clients’ needs and requests related to their global operations are considered and addressed in a prompt manner. Atirek received his Master of Accountancy in Taxation, and his Bachelor of Science in Accounting from Truman State University and is a CPA in the states of Ohio and Missouri.

Melissa Rocha​
Partner, Department of Professional Practice - KPMG

Melissa is a partner in KPMG’s Department of Professional Practice (DPP). She previously spent over 24 years at the US Securities and Exchange Commission (SEC) where she served as the Acting Chief Accountant and most recently held the role as the Deputy Chief Accountant in the SEC Office of the Chief Accountant (CFOCA) within the Division of Corporation Finance. In this role, Melissa oversaw the consultation process and engaged with registrants, investors, analysts, and trade groups on recommendations and rulemaking across a wide range of topics, including crypto assets, banking, and insurance. Prior to her position as Deputy Chief Accountant, Melissa held various leadership roles within the Division of Corporation Finance, where she developed and implemented the annual review program in various industry offices as well as contributed to the development and interpretation of accounting standards and policies. Her experience in both public and private sectors added to the depth of her understanding of financial reporting and regulatory compliance. Melissa earned a Bachelor of Science in Accounting from the University of Maryland and is a Certified Public Accountant in Maryland, Washington, D.C. and Florida.