Management and Consulting Services

Speaking Engagements

Colleges and Universities:

  • University of Dayton, MAcc class on “Critical Thinking,” March & October 2017  *
  • University of Georgia, incoming MBA Class — specialty “Intensive” session on Business Ethics
  • Georgia Institute of Technology (Atlanta, GA)  *
  • Kennesaw State University (Atlanta metropolitan area), undergraduate, graduate, and Scholars program *
  • Mercer University (Atlanta, GA)  *
  • Rockhurst University: 2012 “Leadership Series” sponsored by the Helzberg School of Business/MBA, and In-Class Discussions (Kansas City, MO)  *
  • University of Notre Dame (South Bend, IN)
  • Washington University (St. Louis, MO)  *
  • Georgia State University (Atlanta, GA) Graduate School of Business – Internal Audit class  *
  • Clayton State University (Clayton, GA)

Ethics Institutes, Symposiums, Regulators, & Accounting Institutions:

  • The Association of Accountants and Financial Professional in Business; Birmingham, AL, in conjunction with the law firm of Maynard Cooper Gale (Bob Dow); September 21, 2017
  • IMA — joint session with law firm Arnall Golden Gregory: “Business Ethics for Accountants” — Nov. 2016
  • ISACA – Chapter meeting at Cobb Galleria, Summer 2016
  • Association for Financial Professionals of Atlanta (National organization administering “CTP” certification)
  • Atlanta Analytics Users’ Group (formerly Atlanta ACL Users’ Group)
  • Judge for Georgia State University/IIA-Atlanta’s annual collegiate case study contest featuring Center for Audit Quality’s (“CAQ”) financial reporting fraud case, “Hollate Manufacturing”
  • Atlanta Chapter of the Accounting & Financial Women’s Alliance
  • Financial Executives International (“FEI”), “Deterring and Detecting Financial Reporting Fraud,” Birmingham, AL
  • Siegel Institute for Leadership, Ethics and Character (at Kennesaw State University)
  • Georgia Southern University Fraud & Forensic Accounting Seminars (Charleston, SC and Savannah, GA)  *
  • Association of Certified Fraud Examiners (ACFE) (Atlanta, GA)  *
  • Institute of Internal Auditors, Atlanta chapter (Atlanta, GA)  *
  • Georgia Society of CPAs (Atlanta, North Atlanta, and Vidalia (GA) chapters, and multiple state-wide CPE sessions at Atlanta-area facilities)  *
  • Mensa of Atlanta (Atlanta, GA)

Businesses, Civic & Religious Organizations, Law Firms, CPA Firms:

  • Christ The King Catholic Church (“CTK”), BELIEVES Group, Atlanta, GA
  • Draffin & Tucker CPE Day, Albany and Atlanta, GA
  • Atlanta Catholic Business Cafe, St. Peter Chanel Catholic Church, Woodstock, GA
  • Federal Reserve Bank of Atlanta (Atlanta, GA)
  • Alston + Bird/KPMG Client Day–“Fraud and White-Collar Crime Symposiums” (Atlanta, GA)
  • “Financial Leaders” Seminar, newly sponsored by UHY Advisors & Home Depot
  • Georgia Paralegal Association (Atlanta, GA)
  • Optimist Club of Buckhead, and of North Perimeter (Atlanta, GA)
  • Area Rotary Clubs: East Atlanta and North Atlanta groups
  • Holy Spirit Catholic Church Men’s Club (Atlanta, GA)
  • Financial Executives International-Birmingham, AL Chapter
  • TechAmerica/TAG Finance Roundtable
  • MDI client CPE symposium at Home Depot Auditorium

Asterisk (*) indicates recurring series or multiple events