AFWA'S 2025 SPRING SEMINAR

May 16, 2025

8 hours of CPE credit

Level: Basic
Prerequisites: None

Topics Featuring:
Generative AI
Using AI in Fraud Detection
Leadership
Tax-Favored Investment Structures
Economic Update

AGENDA:

7:30 a.m. – 8:00 a.m.

Morning Registration & Breakfast

8:00 a.m. Morning CPE Sessions Begin

8:00 a.m. – 8:50 a.m.

Program 1            (1 Hours CPE)

“Generative AI - What It Is & Why Finance Pros Care"

8:50 a.m. - 9:40 a.m.

Program 2            (1 Hour CPE)

“Using AI In Commission & Detection of Fraud”

10:00 a.m. – 11:40 a.m.

Program 3            (1 Hour CPE)

“Leadership for Extraordinary Outcomes"

11:40 a.m. – 12:40 p.m.

Lunch (Included)

12:40 p.m.  Afternoon CPE Sessions Begin

12:40 p.m.  – 2:20 p.m.

Program 4            (2 Hours CPE)

“Tax Favored Investment Structures”

2:40 p.m.  – 4:20 p.m.

Program 5            (2 Hours CPE)

“Economic Update”

RSVP & PAYMENT DEADLINE:  MAY 9, 2025

CLICK HERE FOR OUR PRINTABLE PDF FLYER

Registration Fees:

Fees include continental breakfast, lunch, and afternoon
snacks.

AFWA Members - $100 for Full Day, 8 hours of CPE

AFWA Members - $100 for Half Day, 4 hours of CPE

Non-Members - $200 for Full Day, 8 hours of CPE

Non-Members - $150 for Half Day, 4 hours of CPE

Companies with more than 5 attendees receive*:
 - $20 per person discount for FULL DAY
 - $10 per person discount for HALF DAY

Companies with more than 10 attendees receive*:
-  $20 per person discount

-  Plus one free registration

*Multi-discount applies to non-member rates only

About Our Speakers:

Keith Hales & Robert Goodwin - Infosystems, Inc (Program 1) - AI - What Is It & Why Finance Professionals Should Care

Field of Study: Information Technology - Technical

Learning Objective: Generative AI is having profound business impact. While AI will not replace humans or businesses, learn how those with AI expertise will replace those without it.
Keith Hales is Chief Executive Officer of InfoSystems, Inc. He received his MBA from University of TN & his BS in Business Management from Carson Newman. Robert Goodwin is  InfoSystems’ Chief Technology Officer. His background is in electronic engineering & he has extensive experience in the tech industry.

Kyle Wilson - Assistant US Attorney, Department of Justice (Program 2) Using AI in the Commission & Detection of Fraud

Field of Study: Information Technology - Technical

Learning Objective: Learn from real-life examples how the use of artificial intelligence in both the commission & detection of fraud is impacting cases at the U.S. Attorney’s office. Kyle Wilson is Chief of the US Attorney’s Office TNE Southern Division. He served as co-chair of DOJ Artificial Intelligence Community of Interest.

Christa Mannarino - Signal Centers (Program 3) Leadership for Extraordinary Outcomes

Field of Study: Personal Development

Learning Objective: Hear insights in transformational leadership to achieve extraordinary outcomes, emphasizing vision & empowerment. Create actionable steps to improve your  leadership and better engage with your teams & other stakeholders. Learn leadership strategies & techniques, & how to prevent burnout. Christa Mannarino is Executive Director for  Local Services for Signal Centers, a statewide non-profit organization serving children & adults with disabilities. She is a Chattanooga native, but started her career working for a global marketing research company in London. She earned her MBA from UTC & her BS in fine arts from UT. She is a professional facilitator & CFRE.

David Frederick - LBMC (Program 4) Tax-Favored Investment Structures

Field of Study: Tax- Technical

Learning Objective: A look at tax-favored estate planning & where liquid portfolios fit, how to diversify your investment position without tax or liquidation consequence, how to draw cash value from your securities with minimum tax, & more. David Frederick is a Senior Manager of High Net Worth Taxes & Planning at LBMC. An attorney by background, his practice is  focused on advising high net worth individuals on matters of estate planning, business succession planning, & tax mitigation. He is a trained economist & holds the position of Adjunct Professor of Economics at Washington University in St. Louis.

Howard Wall - UTC Center for Economic Research (Program 5) Economic Update

Field of Study: Economics - Technical

Learning Objective: With new twists in the economy seeming to happen every week, we take a look at the economy now, with an emphasis on our regional economy. Also hear about the  current research at our local UTC Center for Regional Economic Research. Howard Wall is the Director & Chief Economist for the UTC Center for Regional Economic Research. Earlier in his career he was a vice president & regional economics advisor at the Federal Reserve Bank of St. Louis. His recent focus has been on modeling & estimating the macroeconomy as the interaction of regional & local economies. He received his MA & PhD from State University of New York at Buffalo, & his BA in economics from State University of New York in  Binghamton.

AFWA is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority in the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of Sponsors through its website: www.learningmarket.org.

GROUP RATES AVAILABLE AS LISTED ABOVE -  CLICK REGISTER NOW!

Tickets

$100.00 Member Rate Half Day - 4 hours CPE

$150.00 Non-Member Half Day - 4 hours CPE

$200.00 Non-Member Full Day - 8 hours CPE

$100.00 Member Rate Full Day - 8 hours CPE

$0.00 Pay By Check