Meetings
Next Meeting: Tuesday, November 12, 2024 Location: Location:
Watch the space below for the current year's meeting schedule for the Ames Chapter. Additional meeting information will be posted as it becomes available. Most
meetings are held in the evening on the second Tuesday of the month.
Topic:
Speaker:
Time:
Networking:
Program:
Dinner & Business Meeting:
Please note that meetings will generally follow this schedule:
5:30 to 6:00 pm -- Networking;
6:00 to 7:00 pm -- Program; 7:00 to 8:00 -- Dinner and Business Meeting.
Unless otherwise noted, reservations are requested, but not required.
If you did not receive an Evite, please e-mail reservations by Monday noon, the day before the meeting, to
programs@amesaswa.org.
UPCOMING MEETINGS
Date
Topic
Speaker
Location
November 12, 2024
December 10, 2024
PRIOR MEETINGS
Date
Topic
Speaker
Location
No October Meeting
No September Meeting
August 13, 2024
Business Meeting Only
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
No July Meeting
June 12,2024
Note Meeting Date Change
Business Meeting Only
May 14, 2024
Program Cancelled
Business Meeting Only
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
April 9, 2024
Meeting Cancelled
Speaker rescheduled for May 14, 2024
What Does HR Look Like Today?
Robert Olinger
Assistant Teaching Professor of Management
Ivy College of Business
Iowa State University
Ames, IA
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
March 5, 2024
Note date change due to spring break
Spend Smart, Eat Smart
Jody Gatewood
Assistant State Nutrition Program Specialist
Iowa State University Extension and Outreach
Ames, IA
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
February 13, 2024
Tax Update – 2023 Filing Year
Sara Bergman. CPA
Associate Teaching Professor of Accounting
Iowa State University
and
Jordan Bergman, CPA
Pyle & Associates
Ames, IA
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
No January Meeting
December 12, 2023
Holiday Party
1034 NE Aspen Circle
Ankeny, IA
November 14, 2023
“High-End Wine Collectors Get Screwed”
A Fraud Story w/ Group Discussion
Greg Kyte
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
October 10, 2023
Joint Meeting with
Des Moines Chapter
Transforming Finance: Exploring the Impact of Generative AI on the Accounting Profession
Dr. Diane Janvrin
William L. Varner Professor
Department of Accounting
Debbie and Jerry Ivy College of Business
Iowa State University
Waterfront Seafood Market & Restaurant
2414 SE Tones Drive
Ankeny, IA
September 12, 2023
Blockchain, Bitcoin & Cryptocurrency
Jason B. Freeman
Freeman Law PLLC
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
August 8, 2023
Agricultural Economics Update: Information and Programs for 2023 and Beyond
Michael Duffy, PhD
Professor Emeritus
Department of Economics
Iowa State University
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
July 11, 2023
Ames Chapter Planning Meeting
Chapter Members
Pasta Al Forno Italian Restaurant
2601 E 13th St
Ames, IA
June 13, 2023
Recent Trends & Issues in Supply Chains
Frank Montabon
Dean's Professor of Supply Chain Management / Espeland International Fellow / Professor
Department of Supply Chain Management
Iowa State University
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA
May 9, 2023
Diversity, Equity & Inclusion in the Accounting Profession
Dr. Kathryn Holmstrom, Assistant Professor of Accounting
ISU Ivy College of Business
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA 50010
April 11, 2023
Fraud Fighters
Central Iowa RSVP
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA 50010
March 7, 2023
Corporate Social Responsibility Reporting
Cynthia Jeffrey, PhD, CPA, CGMA
RSM Fellow in Accounting
Department of Accounting
Iowa State University
Old Chicago Pizza
1610 S Kellogg Ave
Ames, IA 50010
February 7, 2023
Tax Update - 2022 Filing Year
Sara Bergman. CPA
Associate Teaching Professor of Accounting
Iowa State University
and
Jordan Bergman, CPA
Pyle & Associates
Ames, IA
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
No January Meeting
December 13, 2022
Holiday Party
No Program
1034 NE Aspen Circle
Ankeny, IA
November 29, 2022
Iowa Individual Income
Tax Update
Kurt Konek, Individual Income Tax Policy Director
Research and Policy Division, Iowa Dept of Revenue
Ames Public Library
515 Douglas Ave
Ames, IA 50010
November 15, 2022
Iowa State University- VITA Program
Chris Moon, Assistant Teaching Professor,
Iowa State University
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
October 11, 2022
Joint Meeting with
Des Moines Chapter
How your energetic signature
influences communication
Robin Eaton, Founder of Soul Touched by Robin,
Co-founder of The Mystics Academy of Secrets(TM), and
Co-owner of Integrated Hearts-
A Wellness Collective
Waterfront Seafood
2414 SE Tones Dr
Ankeny, IA
September 13, 2022- CANCELLED
Networking Event
NA
Hunziker Garden House
Reiman Gardens
August 9, 2022
Top Mistakes When Transitioning to a Remote Workforce
Ty Hendrickson, The Sales Seed
Virtual
July 12, 2022
Chapter Annual Business Meeting
Chapter Board and Members
1034 NE Aspen Circle
Ankeny, IA
June 14, 2022
Mental Health in the Workplace
Lisa Palmersheim, John Deere Financial
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
May 10, 2022
Trusted Professionals Gone Bad
Bill Dilla, Iowa State University
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
April 12, 2022-CANCELLED
Mental Health in the Workplace
Lisa Palmersheim, John Deere Financial
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
March 8, 2022
ISU Entrepreneurship Programs
Megan Sweere, Program Coordinator
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
February 8, 2022
2022 Tax Update
Jordan Bergman, Plyle & Associates
Sara Bergman, Associate Teaching Professor, Iowa State University Faculty
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
No January Meeting
December 14, 2021
Holiday Party
No Program
1034 NE Aspen Circle
Ankeny, IA
November 9, 2021
Data Security and
Cybersecurity Threats
Guy Helmgren, Professor of Practice
Information Systems & Business Analytics
Ivy College of Business
Iowa State University
Jethro's BBQ Ames
1301 Buckeye Ave
Ames, IA 50010
October 12, 2021
Joint Meeting with
Des Moines Chapter
Communication Styles and
Learnings Across Generations
Jamie Sass, Director
Ivy Writing and Speaking Center
Ivy College of Business
Iowa State University
Old Chicago Restaurant
2732 SE Delaware Ave #101
Ankeny, IA 50021
September 14, 2021
Iowa Small Business Resources,
Overview of America's SBDC Iowa
Stacey Dryer
Jenica Johnson
The IowaStater
Gateway Hotel and Conference Center
2100 Green Hills Dr
Ames, IA 50014
August 10, 2021
Parliamentary Procedures
& Roberts’ Rules of Order
Jenny Sturgill
Lecturer
Department of Accounting
Ivy College of Business
Iowa State University
The IowaStater
Gateway Hotel and Conference Center
2100 Green Hills Dr
Ames, IA 50014
July 13, 2021
Chapter Annual Planning Meeting
Virtual Meeting
6 pm - 8 pm
June 8, 2021
Becoming an Inclusive Leader
Jan Duffy, Moderator
Adjunct Instructor Emeritus
Ivy College of Business
Iowa State University
Virtual Meeting
5:30 pm - 8 p.m.
Program at 6 p.m.
May 11, 2021
Finding Happy in the Most Unlikely of Places
Amanda Severson
Grand View Beef
Virtual Meeting
5:30 pm - 8 p.m.
April 13, 2021
Danfoss Tour & CPE Presentation- Finding Fraud
Rod Mumm
Virtual Meeting
5:30 pm - 7:30 p.m.
March 9, 2021
Chapter Roundtable: COVID-19 Impacts in Accounting Related Fields
Chapter Members
Virtual Meeting
5:30 pm - 8 p.m.
February 9, 2021
Five Lessons from Field Research in Disaster Response
Dr. Johanna Amaya
Department of Supply Chain Management
Ivy College of Business
Iowa State University
Virtual Meeting
5:30 pm - 8 p.m.
No January Meeting
December 8, 2020
Ames AFWA Holiday Party
No Program
Virtual Meeting
6:00 pm - 8 p.m.
November 10, 2020
Macro Economic Impacts of the COVID Pandemic
Dr. Peter Orazem
Virtual Meeting
5:30 pm - 8 p.m.
October 20, 2020
AFWA Joint Meeting: The Regent Universities-The Pursuit of Education, Reearch and Service to the Iowa and the World
Patrice Sayre
Virtual Meeting
5:30 pm
September 15, 2020
Rewards & Challenges of Business Ownership - Not a Start-Up Anymore
Stephanie Roscoe, co-founder and co-owner of Equipoise (EQP) Accounting
Virtual Meeting
6:00 pm
August 11, 2020
MEETING CANCELLED
Rewards & Challenges of Business Ownership - Not a Start-Up Anymore
MEETING CANCELLED
Stephanie Roscoe, co-founder and co-owner of Equipoise (EQP) Accounting
Virtual Meeting
6:30 pm
July 21, 2020
Annual Planning Meeting -- Continued
None
Virtual Meeting
6:30 pm
July 14, 2020
Annual Planning Meeting
None
Virtual Meeting
6:30 pm
June 9, 2020
Iowa Farmland Values
Michael Duffy, PhD
Professor Emeritus
Department of Economics
Iowa State University
Virtual Meeting
7 pm
May 12, 2020
The ABCs of Talent Management:
Advantages, Best Practices, and Challenges
Deidra Schleicher, PhD
John and Deborah Ganoe Professor
and Chair
Department of Management
Ivy College of Business
Iowa State University
Virtual Meeting
7 pm
April 14, 2020
MEETING CANCELLED
Danfoss Tour and Fraud Story
MEETING CANCELLED
Rod Mumm
Head of Global Services North America
Danfoss
Danfoss
2800 East 13th Street
Ames, IA 50014
March 10, 2020
CPAs Gone Bad
William N. Dilla, PhD, CPA (Texas)
Chair, Department of Accounting
Union Pacific / Charles B. Handy
Professor of Accounting
Ivy College of Business
Iowa State University
The IowaStater Restaurant
Ames, IA 50014
February 11, 2020
CSR: The Challenges Large Corporations Face When Using Smaller Enterprises Within Their Supply Chain
Cynthia Jeffrey, PhD, CPA, CGMA
RSM Faculty Fellow
Associate Professor of Accounting
Ivy College of Business
Iowa State University
The IowaStater Restaurant
Ames, IA 50014
January 2020
No January Meeting
December 10, 2019
Holiday Party
No program
1034 NE Aspen Circle
Ankeny, IA
November 12, 2019
Cybersecurity
Diane Janvrin, PhD
William L. Varner Professor
Associate Professor of Accounting
Ivy College of Business
Iowa State University
The IowaStater Restaurant
Ames, IA 50014
October 8, 2019
Joint Meeting with
Des Moines Chapter
Iowa Auditor of State Update
Rob Sand
Auditor of State
State of Iowa
Old Chicago Restaurant
2732 SE Delaware Ave #101
Ankeny, IA 50021
September 10, 2019
Medicare and Medicare Fraud
Dayle Nickerson
SHIIP
The IowaStater Restaurant
Ames, IA 50014
August 21, 2019
Story County Community Foundation:
Connecting Communities through Charitable Giving
Sunni Kamp
Executive Director
Story County Community Foundation
The IowaStater Restaurant
Ames, IA 50014
July 17, 2019
Chapter Annual Business Meeting
Chapter Board and Members
1034 NE Aspen Circle
Ankeny, IA
June 19, 2019
Discussion Regarding Mentorship
Kayla E. Sander
Ivy College of Business
Iowa State University
The IowaStater Restaurant
Ames, IA 50014
May 15, 2019
#accountingsocialmedia: Social Media Trends in Accounting
Abhijit Rao
Ivy College of Business
Iowa State University
The IowaStater Restaurant
Ames, IA 50014
April 17, 2019
Setting Up Your Succession -- It is Everyone's Business
Lisa Shimkat
State Director
Iowa Small Business Development Center
The IowaStater Restaurant
Ames, IA 50014
March 20, 2019
Big Data: How Is It Improving Your Business?
Matthew Haubrich
Iowa Department of Transportation
The IowaStater Restaurant
Ames, IA 50014
February 21, 2019
Get Acquainted with iXBRL and Workiva
Kim Gresham, Professional Services Manager
Workiva
Ames, IA 50014
January 2019
No January Meeting
December 19, 2018
Holiday Party
No Program
Potluck Dinner
White Elephant Gift Exchange
Scholarship Donations
1034 NE Aspen Circle
Ankeny, IA
November 14, 2018
Tax Reform and the Impact on Entity Choice
Elizabeth Almond, CPA
Supervisor of Lead Tax Services
RSM
The IowaStater Restaurant
Gateway Hotel and Conference Center
2100 Green Hills Drive
Ames, IA 50014
October 16, 2018
Joint Meeting with
Des Moines Chapter
From CPA to CEO: An Entrepreneur's Journey
Katie Fergus, CPA
Old Chicago
2732 SE Delaware Ave.
Ankeny, IA
September 19, 2018
What's New? ASU 2018-12, Change is Coming to Insurance Accounting
Cindy Sippel
Assistant Vice President of GAAP Reporting
Global Atlantic Financial Group
The IowaStater Restaurant
Gateway Hotel and Conference Center
2100 Green Hills Drive
Ames, IA 50014
August 15, 2018
Worried About Cybersecurity? A Little Planning Goes a Long Way
James A. Davis, PhD
Interim Assoc Chair of Supply Chain and Information Systems
Assoc Prof of Info Systems
Iowa State University
The IowaStater Restaurant
Gateway Hotel and Conference Center
2100 Green Hills Drive
Ames, IA 50014
July 18, 2018
Chapter Annual Business Meeting
Chapter Board and Members
1034 NE Aspen Circle
Ankeny, IA
June 20, 2018
Virtual Currency
William Dilla, PhD
Associate Chair, Departments of Accounting and Finance
ISU College of Business
The IowaStater Restaurant
Gateway Hotel and Conference Center
2100 Green Hills Drive
Ames, IA 50014
May 16, 2018
Tax Reform: The Impact on Business and You Personally
Rob Poterucha
Senior Accountant
McGowen, Hurst, Clark & Smith
The IowaStater Restaurant
Gateway Hotel and Conference Center
2100 Green Hills Drive
Ames, IA 50014
April 18, 2018
The New Revenue Standard -- It is Really Coming
Jan Duffy
Adjunct Instructor of Accounting/Coordinator, Master of Accounting Program
Iowa State University
The IowaStater Restaurant
Gateway Hotel and Conference Center
2100 Green Hills Drive
Ames, IA 50014
March 21, 2018
A Guided Discussion on Lean In by Sherryl Sandberg
Libby Almond
AFWA Ames Chapter President
Olde Main Brewing Company
316 Main Street
Ames, IA 50010
February 21, 2018
The Role of Textual Analysis in Accounting Applications
Diane J. Janvrin, PhD, CPA, CMA, CIA
William Varner Professorship
Associate Professor of Accounting
Iowa State University
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
January 2018
No Meeting
December 20, 2017
Holiday Party
No Speaker
Potluck Dinner
White Elephant Gift Exchange
Scholarship Donations
1034 Northeast Aspen Circle
Ankeny, IA
November 15, 2017
Joint Meeting with ISU MAcc and CWIB students
Work Life Balance: Some Real Stories
Kristin Krausman, Workiva
Kayla Sander, ISU
Libby Almond, RSM
Cindy Sippel, GAFG
Jan Duffy, ISU
3164 Gerdin Business Building
Iowa State University
Ames, IA
October 18, 2017
Joint Meeting with
the Des Moines AFWA Chapter
Some Numbers From Collegiate Sports That Economists and Accountants Should Find Interesting and Maybe Entertaining.
Ronald E. Deiter, PhD
Professor of Economics
Iowa State University
Kirkendall Public Library
1210 NW Prairie Ridge Drive
Ankeny, IA 50021
September 20, 2017
Resident or Non-Resident?
Michael Bootsma
Senior Lecturer in Accounting
ISU College of Business
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
August 16, 2017
IBCS, What?
Abhi Rao
Director of Communication Center
ISU College of Business
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
July 19, 2017
Chapter Annual Business Meeting
Chapter Board and Members
1034 NE Aspen Circle
Ankeny, IA
June 21, 2017
How to Conduct Productive Meetings
Lisa Palmersheim
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
May 17, 2017
Wealth Management -- A CPA's Perspective
Kevin Lors, CPA, CFP, M Tax
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
April 19, 2017
Scams and Scam Investigation
Detective Adrianne Johnson
Ames Police Department
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
March 15, 2017
Tax Update
Krysty Maitre
Tax Specialist
Center
for Agricultural Law and Taxation
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
February 15, 2017
Business and Accounting Culture in Sweden
William N. Dilla, PhD
Associate Chair of
Accounting and Finance; Union Pacific/Charles B.
Handy Professor in Accounting
Iowa State
University
The IowaStater Restaurant
Gateway Hotel
and Conference Center
2100 Green Hills Drive
Ames, IA 50014
January 2017
No Meeting
December 21, 2016
Holiday Party
None
Cindy Sippel's home
November 16, 2016
Taxing Issues for Foreign Students and Scholars:
Lessons from the VITA Program
Jordan Kuhlow
Graduate Student in Accounting
Iowa State University
Battlecry Iowa Smokehouse
and Bar
823
Wheeler Street; #1
Ames, IA 50010
October 18, 2016
Joint Meeting with Des Moines
Chapter AFWA
Office Motivation
Sandy McCarty
The Iowa Clinic, Ankeny Campus
1410 Tradition
Drive
Ankeny, Iowa
September 21, 2016
Rental Real Estate: An Alternative Income
Stream
Catherine Mulder, CPA
Battlecry Iowa Smokehouse
and Bar
823
Wheeler Street; #1
Ames, IA 50010
August 17, 2016
Iowa Land Ownership:
Why Women Matter
Michael Duffy, PhD, Professor
Emeritus,
Department of Economics, Iowa State
University
Battlecry Iowa Smokehouse
and Bar
823
Wheeler Street; #1
Ames, IA 50010