The Accounting & Financial Women’s Alliance
Ames
Chapter
SO YOU SAID YOU’D BE TREASURER – NOW WHAT?
8:30 AM until Noon
Gerdin Business
Building
Iowa State University Campus
Registration Deadline May 1,
2016
Registration Form
Conference Speakers:
Katie New, CPA, Manager – Tax Services RSM
Jan Duffy, CPA, Instructor, Iowa State University
Cheryl Carlile, Accountant III, Iowa State
University
Manager, Tax Services
RSM US LLP
Des Moines, IA
Katie New
Summary of Experience
Katie is a tax manager in the Des Moines office
of RSM US. Katie works
primarily in the real estate and not-for-profit sectors.
She has 10 years of experience in providing tax services
including compliance, research, tax planning and other tax reporting to
individuals and businesses.
Katie is a member of the RSM Real Estate Network
as well as the Exempt Organization Network. She is involved with new
hire orientation and training for both new hires and interns.
Professional Affiliations and Credentials
·
Certified Public Accountant
·
American Institute of Certified Public
Accountants
·
Iowa Society of Certified Public
Accountants
Education
Iowa State University,
Ames, Iowa, Bachelor of Science in Accounting and Management
Instructor
Iowa State
University
Jan Duffy
Jan Duffy has been a CPA since 1980 and an
instructor at Iowa State University since 1985.
Prior to that, she was a cash manager for a large utility.
Jan teaches courses in Financial, Managerial, and International
Accounting. As far as
nonprofit experience, Jan has served as the treasurer for an elementary
PTA, a day care center, a Cub Scout troop, the local hockey association,
and the Ames Chapter of AFWA.
Additionally, she has been President of the PTA, the local AFWA
chapter and the hockey association, committee chair for the cub scouts,
and served on the board of another day care center.
Accountant III
Iowa
State University
Cheryl Carlile has 30+
years of accounting experience of which 11 years were in public
accounting and 7 ½ in University accounting.
Her public accounting experience included review engagements and
990 preparations for not-for-profit clients.
Cheryl’s volunteer work includes
9+ years as Treasurer.
Education, Certification, and Affiliations
·
BS Accounting - 1984 Oklahoma State
University, Stillwater, Oklahoma
·
CPA - Oklahoma (active), Iowa
(reactivation in process), and Illinois (originally passed May 1992)
·
Current
Affiliations – Accounting and Financial Women’s Alliance (AFWA/ASWA)
member since 2005, Programs co-chair 2010-2012, Scholarship committee;
Church Finance Committee
·
Past – Catholic Daughters
Treasurer 2010-2014, Secretary
2014; St Cecilia Facility Expansion Committee 2011, Finance Committee
2010-2012; Ames Community School District Budget Advisory Council,
Elementary Committee Co-chair; Kate Mitchell Elementary PTA Treasurer
2004-2009; Iowa Society of CPAs member; Oklahoma Society of CPAs member,
North Central Chapter President and Vice President ; Stillwater Antique
and Classic Car Club Treasurer
The mission of the Accounting & Financial Women’s Alliance
is to enable women in all accounting and finance fields to achieve their
full potential and to contribute to their profession.
For more information about the Accounting & Financial Women’s Alliance
(AFWA), please visit
www.afwa.org
Registration Form:
Registration Form
for 2016 Treasurer Seminar (Microsoft Word format)
Registration Form
for 2016 Treasurer Seminar (PDF format)