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2024 ISCPA Leadership Conference and Annual Meeting

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(Check-In 11:30am CST)

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The Meadows Events & Conference Center

1 Prairie Meadows Dr
Altoona, IA 50009

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2.00 Credits

Member Price $195.00

Non-Member Price $225.00

Overview

In 2024, we're shaking things up and moving the event to an exciting new day: Thursday! Mark your calendars, and get ready for an unforgettable experience.

Designed For

All ISCPA members and guests.

Objectives

See agenda tab above for the full event schedule.

Thursday, May 2

General Session

11:30am - 12:00pm CDT Registration and Networking

Check in, pick up your name badge, reconnect with familiar faces and friends, and get to know other CPAs you’ll be spending the afternoon with.

This session is available to registrants only.

General Session

12:00pm - 12:45pm CDT Lunch

This session is available to registrants only.

General Session

12:45pm - 1:00pm CDT Annual business meeting and election of leaders

Nominated 2024-25 officers and directors:

  • Erik K. Bonstrom, UHY LLP, West Des Moines | Chair (1-year term)
  • Richard J. Tiwald, Deloitte, Des Moines | Vice Chair (1-year term)
  • Laura Meier, Federal Home Loan Bank of Des Moines, Des Moines | Secretary (1-year term)
  • Jaclyn J. Dammeier, RSM US LLP, Des Moines | Treasurer (1-year term)
  • Jennifer L. McGarry, Eide Bailly LLP, DeWitt | Director (3-year term)
  • Sandra D. Smith, Principal, Des Moines | Director (3-year term)
  • Tim R. Stiles, City of West Des Moines, West Des Moines | Director (3-year term)
  • Nathan T. Beck, MHCS PC, West Des Moines | Director (1-year term)

This session is available to registrants only.

General Session

1:00pm - 2:00pm CDT Focus on the 5th Question

Why do 85% of leaders believe business events are essential to their company’s success? One word: Networking. Sure, we exchange business cards and engage in small talk, but let's be real - does that really build the lasting relationships that drive business success? Not really! What if there's a way to break free from the small talk rut and fast-track your way to meaningful connections? What if there's a way to make yourself and your team stand out from the crowd? What if we have the 5th Question?

In this engaging and entertaining session, Gina Glover will unravel the mystery of the 5th Question and how to wield it like a pro. Say goodbye to dull networking exchanges and hello to connections that truly matter, both personally and professionally. Drawing from her extensive experience as a career coach, Gina will guide attendees through everything, from pre-event prep to post-event follow-up tactics. Get ready to learn the essential elements of crafting effective 5th questions, conquer those inevitable awkward moments, and leave with strategies to make the most of every new connection you make.

Speaker: Gina Glover | Gina Connects

This session is available to registrants only.

General Session

2:15pm - 3:20pm CDT Profession Update with Okorie Ramsey

As the Chair of the AICPA, Okorie Ramsey has a deep connection with CPA professionals across the nation. In this session, he will discuss the current trends, challenges and advancements that are shaping the accounting industry. From addressing significant issues to providing perspective on upcoming developments, his insights will offer valuable clarity on the future direction of the profession.

Speaker: Okorie Ramsey, CPA, CGMA, PMP, NACD.DC

This session is available to registrants only.

General Session

3:35pm - 4:15pm CDT Iowa CPA Education Foundation scholarships and CPA awards

Iowa CPA Award Recipients:

  • Distinguished Service: Nicholas D. Nauman, Bellevue
  • Public Service: Rodney D. Foster, Clive
  • Outstanding CPA in Business & Industry: Emily E. Heeren, Corteva Agriscience, Johnston
  • Outstanding Committee Chair: Grant A. Rolfes, CliftonLarsonAllen, West Des Moines | Financial Institutions Committee
  • Rising Stars: Sarah R. Anderson, Williams & Company PC, Spencer; Valerie M. Culp, KPMG LLP, Des Moines; Hunter Moore, Principal, Des Moines
  • Iowa CPA Month of Service Community Impact: Kimberly J. Meier, Bowser & Richman LLP, Fort Dodge
  • Iowa CPA Month of Service Community Spirit: Anderson Larkin & Co PC, Ottumwa

This session is available to registrants only.

General Session

4:15pm - 5:15pm CDT Networking reception | Fundraiser for Iowa CPA Education Foundation

Keep the momentum going after an inspiring day by joining us for refreshments and continued conversations! Are you eager to leave a lasting mark on the profession? Our networking reception doubles as ISCPA's annual fundraiser for the Iowa CPA Education Foundation, dedicated to granting scholarships to deserving Iowa college students committed to pursuing the CPA exam in the state. Every contribution counts, no matter the size. Help fuel the growth of the CPA pipeline, ensuring the cultivation of the next wave of talented CPAs. Your generosity and support play a pivotal role in shaping the future of the profession.

 PJG

This session is available to registrants only.

Leader(s):

Leader Bios

Gina Glover

While her parents think she’s famous because she has a YouTube channel, she’s not. She’s never climbed Mt. Everest carrying a goat while using paperclips as carabiners. She doesn’t run a 4-minute mile in stilettos. Gina is simply an engaging storyteller, who adds humor to real-life stories that real-life people can relate to and appreciate. She provides a happy balance of useful content and entertainment around topics related to networking, teamwork and career change. People will tell you that one of her greatest gifts is her ability to foster connections with others and between others - even when there’s absolutely nothing in it for her but the sheer joy of connecting people. Gina is also a career coach and provides guidance for those looking for more fulfillment in their careers. She’s a graduate of Ferris State University (Go Bulldogs!), working on her first book, Navigating SHIFT Creek, and in process of running a race in every state in the U.S. It’s probably obvious that Gina is a Type-A personality but just in case that’s not evident yet, she also volunteers with organizations including the Wisconsin Chapter of the National Speakers Association, her local Toastmasters district, and the local Habitat for Humanity affiliate.

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Okorie Ramsey

Okorie Ramsey, CPA, CGMA, PMP, NACD.DC, is Vice President, Sarbanes/Oxley (SOX), Kaiser Foundation Health Plan, Inc., and Kaiser Foundation Hospitals (Kaiser Permanente) and is the 2023/2024 Chair of the American Institute of CPAs (AICPA) and Chair of the Association of International Certified Professional Accountants (Association).

Throughout his career, Ramsey has served in several AICPA volunteer roles: the AICPA Board of Directors, the Association Board of Directors, the AICPA and Association Audit and Finance Committee Chair, the AICPA Investments Committee and AICPA Council. In his current role at Kaiser Permanente, he oversees SOX and Model Audit Rule compliance, which includes strategy, testing and evaluating internal controls and assessing business risk to help ensure effective internal controls over financial reporting for the integrated health care enterprise.

Prior to this role, Ramsey served in various roles throughout his 14 years with Kaiser Permanente. Most recently, as Vice President, Finance Compliance Officer, he was responsible for establishing a finance compliance program to support compliance with regulatory and enforcement agencies as well as leading compliance investigations and co-developing remediation activities to address issues identified. He has also served as Interim Vice President of Tax and Interim Vice President of Operational Risk Management while also executing core Finance Compliance responsibilities.

Ramsey has also served as the Director and Managing Director of Sarbanes/Oxley and Financial Governance for the Northern California (NCAL) Region of Kaiser Permanente, where he was responsible for strengthening the internal control environment for the region and implemented a people development and management training program for the NCAL Region Controller’s Group.

Prior to joining Kaiser Permanente, Ramsey was an Advisory Senior Manager at Ernst & Young LLP. He also held management roles with Robert Half International, Andersen LLP and Coopers & Lybrand LLP.

He is a Lifetime member of the National Association of Black Accountants (NABA) and won NABA’s Inaugural Core Values award in 2022. He also previously held roles as Past President of the California Society of CPAs Education Foundation Board of Trustees and Past Chairman of the Accounting Career Awareness Program, San Francisco Bay Area and is also a former adjunct professor for San Francisco State University’s Master of Business Administration program.

Ramsey has a Bachelor of Science degree in Business Administration with a concentration in Accounting from San Francisco State University, and a Kaiser Permanente Executive Leadership Program Certificate from Harvard Business School.

Ramsey is married and has two children. His interests include family time, music, investing, and mentoring young people and professionals to support them in reaching their full potential.

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Non-Member Price $225.00

Member Price $195.00