IN-PERSON FULL DAY - 21st Annual Catawba Valley Accounting and Management Conference

When:  Dec 8, 2022 from 08:00 AM to 05:00 PM (ET)
Associated with  Catawba Valley Chapter

***Registration/Coffee/Continental Breakfast***

8:00 am -8:30 am

Morning Session 8:30 am-10:10 am

(CPE Credit: 2 Hours in Personal Development)

Martin Brossman and Dana Gower presents:

“Everyone’s talking-but what are these things doing to us in reality? Insights into Bitcoin/cryptocurrencies, Blockchain, and Non-Fungible Tokens (NFTs), in user-friendly terms.”

The Printing Press, The Electric Light, The Internet, and now Blockchain and Bitcoin! This presentation will explain how Cryptocurrencies, Bitcoin NFTs, and Blockchain are changing the world of finance and will give you a look at the mechanics, benefits, and limitations of the latest technological disruptions. What are the risks and what are the optimum potential outcomes to individuals and institutions? How does the new “digital wallet” work? You have heard different things in the news, and from entertainment, family, and friends on these topics, and perhaps you have dabbled in Bitcoin. In this presentation, you will hear the latest developments, issues, and predictions in a comprehensive, but easy-to-follow, informative, engaging, and entertaining way. No pre-knowledge of the field is required for this continuing education training.

• Understanding the basic processes, technologies, and terminologies of Blockchain and the Cryptocurrency world.
• A brief history plus some current-day examples of the practical use of various technologies.
• Understanding the risks and potential upsides of the emerging Blockchain field to both people and

Morning Session 10:25 am-12:05pm

(CPE Credit: 2 Hours in Behavioral Ethics)

Marie Smith Presents:

"Hands in the Cookie Jar: The Best of the Best or the Worst of the Worst?"

This presentation will cover a diverse array of Special Agent Smith’s most interesting cases.  From regular credit card embezzlement to complicated purchasing schemes.  These case studies will discuss the allegations, the investigative steps, and the ultimate conclusions.  Emphasis will be placed on lack of internal controls.

• Understand the role and jurisdiction of the North Carolina State Bureau of Investigation (SBI) and the SBI Financial Crimes Unit.
• Identify inadequate or missing internal controls that allowed financial crimes to be perpetrated within a variety of industries and organizations.
• Explore investigative steps taken to uncover and prosecute financial crimes.
• Apply lessons learned from the case studies to the participant’s own organization or industry.

***Lunch 12:05 pm – 1:00 pm***

Afternoon Session 1:00 pm – 2:40 pm

(CPE Credit: 2 Hours in Behavioral Ethics)

Royallen Wiley Presents:

"Misplaced Trust | Devastating Fraud"

This course will discuss the IMA Educational Case Journal (IECJ) case study, based on a true story that examines the embezzlement of funds by a high-ranking, trusted administrator in the Beaumont Independent School District (BISD) in Beaumont, Texas. Patricia Adams Lambert diverted more than $500,000 for both personal and a family member’s financial gain. This activity occurred from 2007 to 2013 while she was employed by the BISD. The lack of internal controls at the organization directly contributed to devastating fraud. This case study considers one of the accepted models that can be used to assess and manage risk in an organization, the Committee of Sponsoring Organizations of the Treadway Commission (COSO) 2013 Internal Control-Integrated Framework. We also consider the evaluation of an ethical dilemma and working with internal control systems and the IMA Statement of Ethical Professional Practice.

  • Apply COSO's Internal Control - Integrated Framework in evaluating an internal control system
  •  Examine the importance of proper monitoring in an organization
  • Recognize the relationship between proper governance and unethical acts.
  • Determine appropriate steps in resolving an ethical issue.
Download study materials here: Case StudyIMA Statement of Ethical Professional PracticeCOSO
Internal Controls - Integrated Framework Principles

Afternoon Session 3:00 pm – 4:40 pm

(CPE Credit: 2 Hours in Information Technology)

Todd Wright Presents:

“IT Update: Sounds like geek to me.”

Todd will use his background and "battlefield" stories to highlight three learning objectives for
information technology:

  • Cybersecurity - What are some of our greatest threats and how do we combat them?
  • Big Data - What is it, and how can we analyze the data and use it to our advantage?
  • IT Gadgets - What are some of the best IT "toys" that could help us in our professional and personal lives?


Catawba Valley Community College and Technical Institute
Workforce Solutions Complex
2550 US Hwy 70 SE
Hickory, NC 28602