Colleges and Universities:
- University of Dayton, panel interview on fraud, ethics, and culture experiences — MBA class: “Accounting & Business Ethics,” Feb. 2021
- Naval War College and The Naval Supply Corps School in Newport, RI *
- University of West Georgia, for the GA Society of CPAs
- 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:
- Annual Conference of IIA Madras (India): panel discussion on “The Velocity of Risk (VoR)” partnering with lead author/professor Sri Ramamoorti of the University of Dayton, moderated by EY Partner Krishna Chaitanya — July 2021.
- 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 *T
- 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)
- Business RadioX, on-air interview and panel with Atlanta-area law firm partners
- 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 Int’l. (“FEI”), “Deterring & 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:
- General Mills “Fraud Week” presentation, “Tone Throughout: perspectives from auditor, compliance, and executive (CFO/COO/CEO) views, (Nov 2020)
- Business Navigators (Dallas, TX); Board SIG, “Three Things for Boards and Management Teams” – Nov. 2020.
- Christ The King Catholic Church (“CTK”), BELIEVES Group, Atlanta, GA
- Draffin & Tucker (Public Accounting Firm) 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, North Atlanta groups, Plano, TX *
- 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