Knoxville Chapter January Meeting

0401  |  Course  |  Scheduled

Description

Knoxville Chapter Meeting - Jan. 21

Join the Knoxville Chapter for a chapter meeting on Jan. 21 at Rothchild Catering.
 
Lunch CPE: Labor Market Update
Speaker: Marianne Wanamaker
Time: 12 - 1:30 p.m.
CPE Credit: 1 Economics
Fees: Free for members; $20 for non-members
 
Mini-Seminar 1: What is Your Retirement Income Style
Speakers: Lee Sherbakoff 
Time: 1:30 - 3:30 p.m.
CPE Credit: 2 Specialized Knowledge
Fees: $10 for members; $20 for non-members
 
Mini-Seminar 2: Strategic Insights From Accounting and Auditing Updates - The Current, Emerging, and Future Outlook
Speaker: Dr. Amelia Hart
Time: 3:30 - 5:30 p.m.
CPE Credit: 1 Accounting and 1 Auditing
Fees: $10 for members; $20 for non-members

Credits

Number of Credits Type of Credits
1.00 Auditing
1.00 Accounting
1.00 Economics
2.00 Specialized Knowledge

January 21, 2025

12:00pm - 1:30pm (Eastern Time)
$20.00
1:30pm - 3:30pm (Eastern Time)
$20.00
3:30pm - 5:30pm (Eastern Time)
$20.00

Instructors

Marianne H. Wanamaker

Marianne Wanamaker is the dean of the University of Tennessee’s Howard H. Baker Jr. School of Public Policy and Public Affairs and a professor of economics and public policy. Dr. Wanamaker's expertise is in labor economics, education, and workforce development. Her work has been widely referenced in the popular press, including the New York Times, Wall Street Journal, and the Washington Post and supported by multiple federal agencies, including the National Science Foundation and the National Institutes of Health. She holds an undergraduate degree from Vanderbilt University and her master’s degree and PhD from Northwestern University. She is a native of Martin, Tennessee and she has been at UT since 2009, first at the Haslam College of Business and then at the Baker School starting in 2021. From 2017 to 2018, she took a leave of absence from UT to serve as the senior labor economist and chief domestic economist at the White House Council of Economic Advisors.

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T. Lee Sherbakoff, CPA/PFS, CFP®

Mr. Lee Sherbakoff is a partner at The Nalls Sherbakoff Group, LLC, an independent fee-only wealth management firm. He is an investment advisor, wealth manager, and financial planner.

Lee graduated from the University of Tennessee, with a Bachelor of Science (with honors) in Finance and is a Tennessee licensed Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS) credential holder. In addition, Lee is a Certified Financial Planner (CFP®) professional.

Lee enjoys giving back to his community and to his profession. Lee is a Council member of the Tennessee Society of CPAs and a member of the American Institute of CPAs. In addition, he is past President of the Knoxville Chapter of Tennessee Society of CPAs and past President of the East Tennessee Chapter of the Financial Planning Association.

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Amelia I. Hart, CPA, CGMA, DBA

Dr. Amelia Hart, CPA, CGMA currently lectures in the Department of Accounting and Information Management in the Haslam College of Business at The University of Tennessee Knoxville. She relishes her role in academia and the opportunity to mentor with meaningful impact. She is the co-author of the articles published in the Tennessee CPA Journal's Accounting and Auditing Section.

Hart's accounting experience spans 20 years in both academia and professional practice. In the profession, she served in numerous roles including that of Controller for a management company with over 30 subsidiary entities in various industries including hotel/hospitality, luxury home development, entertainment, and real estate. In the academy, she has served in various capacities as a tenured faculty member with responsibilities that spanned teaching, curriculum coordination, and directing diversity initiatives. At the University of Tennessee (UT), she is Faculty Senator, has served as both NABA and Beta Alpha Psi faculty advisor, participates on various department and university committees, co-coordinates the AIM Academy summer program, and works with the UT Inclusive Teaching Taskforce.

Hart she serves on numerous committees within the accounting discipline including that of Co-chair of the American Accounting Association Diversity Section Midyear Meeting, TSCPA Scholarship Taskforce, AGA Young Professionals Focus Group, the State Ethics Committee, and the TSCPA Knoxville Chapter Budget Committee. Within the community, she contributes to the leadership of numerous civic organizations including Goodwill Industries of Knoxville [as a Board member] and the United Way of Greater Knoxville Investment and Endowment [as a Committee member].

Dr. Hart is frequently invited to present at academic conferences and professional seminars. She enjoys her active role in the professional development of stakeholders in accounting, finance, and related fields. She is the 2021 Decosimo Faculty Leadership Award recipient; 2021 finalist for the Richard C. Reizenstein Outstanding Commitment to Students Award; and was a nominee for the Chancellor's Excellence in Teaching Award. She completed her Bachelor's at Lee University, Master's at the University Tennessee Chattanooga, and Doctorate of Business Administration in Accounting at Anderson University, IN.

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