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Meonske Professional Development Conference Presenters and Panelists

View the speakers and presenters for the 2025 Meonske Professional Development Conference.

 

Tiffany Crosby Tiffany Crosby​
Chief Learning Officer - The Ohio Society of CPAs

Tiffany Crosby is the Chief Learning Officer for The Ohio Society of CPAs. She is responsible for organizational development, workforce development, learning, and DEI. Crosby is also one of OSCPA’s premiere instructors for ethics. Prior to her work with the society, she was the Founder and President of Petra Learning LLC, a professional training and development company. Additionally, Crosby was an Executive Director in the Advisory Risk Practice of Ernst & Young, LLP. She spent more than 13 years at EY leading various types of internal audit, internal control, finance, and enterprise risk management projects. She has helped numerous companies define and implement processes and procedures to comply with new financial accounting standards, strengthen governance processes, and reduce costs. Crosby teaches financial management and business leadership classes as an adjunct faculty member at Southeastern University. She previously taught financial accounting and managerial accounting as an adjunct faculty member at Columbus State Community College (CSCC). Crosby is a CPA licensed in Pennsylvania and Ohio. She received a B.S.B.A. in Accounting from Duquesne University and MBA from Franklin University and is a doctoral student in Southeastern University’s Organizational Leadership Program. 


Patrick Gilmore Patrick Gilmore​
Partner - Deloitte

Patrick Gilmore is a Partner with Deloitte in its national office, where he specializes in matters pertaining to SEC rules and regulations related to financial reporting. Patrick joined Deloitte in 2021 after 17 years on the staff of the SEC in the Division of Corporation Finance. Prior to joining Deloitte, from 2017 until his departure, Patrick served as the Deputy Chief Accountant in the Division of Corporation Finance’s Office of the Chief Accountant at the SEC, where he led the staff in providing technical accounting and reporting support for the Division’s disclosure review program, led various rulemaking efforts, and answered interpretive questions and waiver requests related to the form and content of financial statements to be included in SEC filings. During 2020, Gilmore also served as the Acting Disclosure Review Program Director, where he oversaw the Division’s selective review of transactional and periodic filings. He spent the earlier part of his career with the SEC in various management and staff positions in the Division of Corporation Finance’s Office of the Chief Accountant and the disclosure review program in the computer and software industry group. Gilmore earned a Bachelor of Science degree from Towson University and is a Certified Public Accountant and a member of the AICPA. 


Joyce T. Joseph, DBA Joyce Joseph​
Financial Accounting Standards Board (FASB)

Joyce T. Joseph, DBA, joined the Financial Accounting Standards Board (FASB) on July 1, 2023. Her first term concludes June 30, 2028, when she will be eligible to be considered for reappointment to a second term. An accomplished financial leader, Dr. Joseph brings to the Board substantial expertise in technical accounting and a unique depth of understanding of the standard-setting process and its relevance to the financial investor, having previously served on the FASB’s Investor Technical Advisory Committee and on the Public Company Accounting Oversight Board’s Standing Advisory Group.  Prior to joining the FASB, Dr. Joseph spent nearly two decades leading research and analysis on current and emerging financial accounting and reporting matters with an investor and user perspective, first as a managing director at S&P Global Ratings before founding Capital Accounting Advisory and Research, LLC. She also was a vice president at JP Morgan Chase & Co., leading Securities and Exchange Commission reporting and Sarbanes-Oxley compliance, and an assistant professor of professional practice at Rutgers University. She began her career at KPMG LLP auditing financial institutions before joining Deutsche Bank, becoming assistant vice president with controllership responsibilities. Dr. Joseph was a board member on the American Institute of Certified Public Accountants (AICPA) Board of Examiners, setting policy for the CPA exams and shaping the future of the accounting profession and its members. She is a member of the AICPA, National Association of Black Accountants, and CFA Society New York. Dr. Joseph holds a Doctor of Business Administration degree from Rutgers University, a Master of Business Administration degree from The Wharton School of the University of Pennsylvania, and a Bachelor of Business Administration degree from Pace University. She is a certified public accountant (CPA), a chartered global management accountant (CGMA), and a Standard & Poor’s certified credit ratings analyst – Financial Institutions Industry.  


Steve Kraynak Joyce Joseph​
U.S. Director - SumProduct.com

Steve Kraynak joined SumProduct.com as the U.S. director after more than a decade as a product manager for the Excel team at Microsoft, where helped craft many features in Excel, including new worksheet functions like IFS & TEXTJOIN, Data from Picture, Excel for Mac, user experience improvements like Smooth Scrolling, and many others. Kraynak has been a featured presenter at Microsoft Ignite, Excelapalooza, Excel Summit South, Excel Virtually Global, Microsoft Business Applications Summit (MBAS), EuSpRIG and others. He also has years of experience working with Excel prior to joining Microsoft, in both the software and vaccine manufacturing industries, where he made his mark by using desktop tools such as Excel to automate and simplify many business processes. Kraynak has a passion for listening to customers and helping them succeed by making the most of technology and their data, especially by using Excel.  


Ron Lewis Ron Lewis​
Senior Vice President & Head of Finance Shared Services - KeyBank

Ron Lewis is the SVP and Head of Finance Shared Services at KeyBank.  He brings more than 30 years of banking experience to this role.  He is responsible for Corporate Procurement, Corporate Reconcilement, Financial System Support and Information Delivery, and serves as the CFO of KeyBank’s Technology and Operations division.  Prior to his current role, he was the Assistant Controller for KeyBank responsible for Month End Close, Consolidation Accounting, and a number of other Accounting operations areas.  During his time as the Assistant Controller, he led a significant finance transformation through the implementation of Workday technology.

 


Wei Li, Ph.D. Wei Li​
Chair for the Department of Accounting & Associate Professor - Ambassador Crawford College of Business and Entrepreneurship at ºÚÁϳԹÏÍø

Wei Li, Ph.D., is the Chair for the Department of Accounting at the Ambassador Crawford College of Business and Entrepreneurship at ºÚÁϳԹÏÍø. She joined the ºÚÁϳԹÏÍø faculty in 2006 after receiving a Ph.D. from Washington State University. Li’s main research interests examine whether and how psychological and social factors influence investors’ decision making. In addition, her work has explored the areas of management financial reporting decisions and donors’ decision processes. Li’s research is international in scope. She is a co-recipient of two research grants from the National Natural Science Foundation of China.  


Serena Loftus, Ph.D. Serena Loftus​
Assistant Professor - Ambassador Crawford College of Business and Entrepreneurship at ºÚÁϳԹÏÍø

Serena Loftus, Ph.D., joined the faculty of ºÚÁϳԹÏÍø in 2021. Her research focuses on how managers’ language choices impact investors’ and employees’ reactions to accounting information. Her research has been published in premier academic journals and has also appeared in news outlets, including The Wall Street Journal, Forbes, Workspan, Strategic Finance Magazine, and Investor Relations Magazine. Loftus has been nationally recognized for her teaching, including being named a Top 50 Undergraduate Business Professor for 2021 by Poets & Quants magazine. She is a Certified Management Accountant (CMA).  


Ron Marcin Ron Marcin​
Partner, KPMG

Ron Marcin is a Partner in KPMG’s audit Practice.  He has over 20 years of client service experience in several industries including consumer goods, retail, industrial manufacturing and financial services. Ron has experience serving clients in a number of geographic regions and his client base has ranged from large international public companies to private enterprises.  Ron currently serves as the lead partner for two public companies in the Cleveland area. Ron is a proud alumnus of ºÚÁϳԹÏÍø (2001) and currently serves as the Accounting Advisory Board Chair.

 


Stephen McNally J. Stephen McNally​
CFO, Treasurer & Secretary - Plastic Technologies Inc. (PTI) 

J. Stephen McNally, CMA, CPA, is the Past Chair of IMA's Global Board of Directors and continues to serve on the Global Board, the Global Board’s Global Markets Committee, and the Small Business Committee. In addition, Steve is a proud member of the IMA Toledo Chapter. Steve is CFO, treasurer, and secretary of the Plastic Technologies Inc. (PTI) Group of Companies. Based in Holland, Ohio, the PTI Group serves nearly every major consumer goods company and is recognized worldwide for sustainable packaging innovation. Prior to PTI, Steve spent a lifetime at Campbell Soup Company.

 


Norman Meonske Norm Meonske​
Meonske Professional Development Conference Founder & ºÚÁϳԹÏÍø Professor Emeritus

Norman Meonske, Ph.D., has conducted many continuing professional education presentations for state CPA societies, corporations, CPA firms, IMA meetings, and other professional organizations. He is the recipient of IMA’s Lifetime Achievement Award. He is also the 2004 recipient of IMA’s  prestigious R. Lee Brummet Exemplary Educator Award and IMA’s Ohio Regional Council’s Distinguished Service award. Meonske was recognized in 2011 as the Outstanding Educator of the Year by the OSCPA/The Ohio Region of the American Accounting Association. His prior public accounting experience was with Arthur Andersen & Co. 

 


Kyle Moffatt Kyle Moffatt​
Partner - PwC

Kyle Moffatt joined as a partner with PwC in April 2020. He has also worked for the U.S. Securities and Exchange Commission and held titles of Chief Accountant and Disclosure Program Director, Chief Accountant, Associate Director of Disclosure Operations, Associate Director of Disclosure Standards, and Branch Chief Accountant. Moffatt received a Bachelor of Science in Accounting from the University of Maryland, College Park.  

 

Mindy Nett ​
Associate Professor - Ambassador Crawford College of Business and Entrepreneurship at ºÚÁϳԹÏÍø

After teaching on an adjunct basis for many years, Nett joined the accounting faculty at ºÚÁϳԹÏÍø full-time in 2014. She is also the faculty advisor for Beta Alpha Psi and the Accounting Association. She received a B.S. from Miami University and an MTax from the University of Akron. Prior to joining the department full-time, she worked in public accounting for 22 years, first as a client-serving tax professional and most recently as the learning leader for tax professionals at Grant Thornton LLP. Nett is a Certified Public Accountant and a member of the Ohio Society of CPAs, the American Institute of Certified Public Accountants, The Institute of Management Accountants, the American Accounting Association and the American Tax Association. 


Mark M. Polatajko, Ph.D. Mark Polatajko​
Senior Vice President for Finance and Administration - ºÚÁϳԹÏÍø

Mark M. Polatajko, Ph.D., CPA, joined ºÚÁϳԹÏÍø in January 2016 and serves as the senior vice president for Finance and Administration. He is responsible for the overall finance, facilities, safety, internal audit, compliance, and risk management functions of the university. Polatajko has more than 28 years of government and public higher education experience, along with five years of public accounting experience. Polatajko earned a Ph.D. in Urban Education from Cleveland State University, specializing in leadership and lifelong learning. He also earned an MBA from Ashland University, specializing in finance, and a B.S. in accountancy from the University of Akron. 


Felicity SedmakScott Reeser​
Senior Finance Manager - KeyBank

Felicity Sedmak is the Workday Operations & Administration lead at KeyBank; she is a Senior Finance Manager on the Financial Systems Support & Data Enrichment team. Felicity has been at KeyBank for just over a year following her seven-year career with Silicon Valley Accountants (SVA). In her career, Felicity has put a significant emphasis on learning and living Agile Methodologies as a means to Continuously Improve not only the processes she supports but herself and her teams too.


R. Drew Sellers, Ph.D. Drew Sellers​
Associate Professor - Ambassador Crawford College of Business and Entrepreneurship at ºÚÁϳԹÏÍø

R. Drew Sellers, EDM, CMA, is an Associate Professor in the Department of Accounting at ºÚÁϳԹÏÍø. He teaches undergraduate and graduate students, supervises the internship program, and coordinates the department's Master of Science in Accounting, MSA program. Prior to joining ºÚÁϳԹÏÍø, Sellers worked in practice and industry for 30 years. He received a B.A. from ºÚÁϳԹÏÍø and a Doctorate from Case Western Reserve University. 


Deborah F. Spake, Ph.D. Deborah Spake​
Dean - Ambassador Crawford College of Business and Entrepreneurship at ºÚÁϳԹÏÍø

Deborah F. Spake, Ph.D., joined ºÚÁϳԹÏÍø in January 2013 as Dean of the Ambassador Crawford College of Business and Entrepreneurship. She previously served at the University of South Alabama's Mitchell College of Business and has served on the faculties of the University of Alabama at Birmingham and Western Michigan University and as a visiting professor at the University of Applied Sciences in Worms, Germany. Prior to earning her doctorate in marketing, she worked as the marketing research director of a publishing company and later for consulting firms in Atlanta, Georgia. Spake's research interests include services marketing, advertising, and business ethics. Her research has appeared in numerous publications. She is a member of the editorial review board of the Journal of Business Research and facilitates a seminar for new associate deans of business for AACSB International, the accreditation body for colleges and schools of business. She has previously served as a judge for the Ernst & Young Entrepreneur of the Year Program. 


Lisa Stiffler Deborah Spake​
Managing Director, Risk Consulting - KPMG

Lisa is a managing director in KPMG’s Risk Consulting practice with over 23 year specializing in internal audit, SOX compliance, and enterprise risk management. She specializes in the Industrial Manufacturing and Consumer Market industries, helping companies navigate risk considerations for new IPO’s, significant, complex transactions, and enterprise-wide transformational changes.


Luke Wilson Luke wilson​
Manager, Internal Audit & Enterprise Risk - KPMG

Luke Wilson is a manager in KPMG's Internal Audit & Enterprise Risk practice based in Cleveland, with more than seven years of internal audit and accounting experience. His work involves leading the execution of internal audit, enterprise risk, SOX, and ESG engagements for clients across a variety of industries. With the increasing need for ESG guidance, Wilson has been focused on helping to develop KPMG's methodology and approach to ESG processes and controls to address emerging risks surrounding ESG reporting. Luke has presented to IIA chapters and other groups on ESG and Internal Audit's role. 


Jenelle Wolfe Jenelle Wolfe​
Director, International Tax Strategy - Eaton Corp.

Luke Wilson is a manager in KPMG's Internal Audit & Enterprise Risk practice based in Cleveland, with more than seven years of internal audit and accounting experience. His work involves leading the execution of internal audit, enterprise risk, SOX, and ESG engagements for clients across a variety of industries. With the increasing need for ESG guidance, Wilson has been focused on helping to develop KPMG's methodology and approach to ESG processes and controls to address emerging risks surrounding ESG reporting. Luke has presented to IIA chapters and other groups on ESG and Internal Audit's role. 


Gabriel Zubizarreta Gabe Zubizaretta​
CEO & Founding Principal - Silicon Valley Accountants

Gabe Zubizarreta is the CEO and Founding Principal of Silicon Valley Accountants. His role at Silicon Valley Accountants is focused on building both technical and soft skills. Zubizarreta designed a Financial Effectiveness Framework which delivers continuous improvement-based results to optimize financial processes by focusing on people, processes, and systems. This Framework is based on a balanced approach of training, leadership, process improvement, and system optimization. He has more than 10 years of prior experience at PwC, has held various Controller positions, and has led several merger integration projects. Zubizarreta is focused on delivering exceptional results and is a passionate advocate for process improvement and financial transformation.