Conference Speakers:

Katie New, CPA, Manager – Tax Services RSM
Jan Duffy, CPA, Instructor, Iowa State University
Cheryl Carlile, Accountant III, Iowa State University

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Katie New, CPA
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

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Jan Duffy, CPA
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. 

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Cheryl Carlile
Accountant III
Iowa State University

Cheryl Carlile

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

 

  

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