Stephen Latza
Financial Reporting Accountant - Cuyahoga County, Ohio
Stephen Latza is a Financial Reporting Accountant with Cuyahoga County of Ohio, with a strong focus on organizational efficiencies. He is a Certified Ohio Public Manager and holds a Black Belt in Process Improvement certification issued by Cuyahoga County. He has over 10 years of experience in process reviews and implementing process improvements, with a specialization in the creation of new processes.
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. 
Chair for the Department of Accounting and the Department of Information Systems and Business Analytics, & Associate Professor - Ambassador Crawford College of Business and Entrepreneurship at Kent State University
Wei Li, Ph.D., is the Chair for the Department of Accounting and Chair of the Department of Information Systems and Business Analytics at the Ambassador Crawford College of Business and Entrepreneurship at Kent State University. She joined the Kent State 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.
Ron Marcin 
Partner - Audit, 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 Kent State University (2001) and currently serves as the Accounting Advisory Board Chair.
Steve McKechnie
Vice President, Finance Transformation and Global BlackLine Practice Leader
Steve brings over 25 years of domestic and international experience in both corporate and consulting leadership roles working in numerous industries, in both business and IT environments. He currently leads RGP's BlackLine Practice and previously led RGP's System Selection Practice. Steve is a thought leader who takes the client's perspective to best solve their challenges. From assessments and strategy development to roadmap and framework design to leading solution implementations. Steve finds success for his clients by aligning and bridging their corporate strategies to department operations and to management of teams, while directing the portfolio of programs, resources, and budgets. Prior to joining RGP, Steve worked for Ernst & Young Consulting and Hewlett-Packard; was an independent consultant; and co-founded a start-up internet development company.
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 
Meonske Professional Development Conference Founder & Kent State 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.
Josh Messina 
Partner - Cohen & Company
Josh Messina excels in client service, offering clear communication, consistent follow-up, and collaboration with service providers to ensure smooth business operations. He advises S Corporations, partnerships, and C Corporations in manufacturing, transportation, and service industries, including start-ups. A key focus of his work is helping clients maximize the R&D tax credit. Josh specializes in complex, multi-entity client groups with diverse ownership structures, including families, investors, and private equity. He takes a business-first approach to tax issues, guiding clients through transactions like business sales and succession planning while ensuring daily operations stay on track. He is a Certified Public Accountant (Ohio). He holds a Master of Taxation from The University of Akron and B.S. from Kent State University.
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.
Ron Monteiro 
Founder & Owner - KICT Inc.
Ron is an accomplished business executive with extensive experience in the CPG industry, having held senior leadership roles (Director/VP) at Kraft Foods, Campbell’s, Kruger Products, and other leading organizations. He now runs KICT Inc., his own speaking, training, and coaching practice. Ron specializes in both virtual and in-person experiential training, delivering sessions in locations such as Nashville, San Francisco, New York, India, Vietnam, Hawaii, and Malta. He is a dynamic speaker, equally effective with large audiences (300+) and intimate groups (including executive teams), helping individuals unlock their full potential. He is also the author of the recently published book, Love Mondays, which guides individuals and teams toward greater fulfillment, joy, and productivity in their work.
George Mount 
Founder & CEO - Stringfest Analytics
George Mount is the founder and CEO of Stringfest Analytics, a consulting firm specializing in analytics education and upskilling. He has worked with leading bootcamps, learning platforms and practice organizations to help individuals excel at analytics. George regularly blogs and speaks on data analysis, data education and workforce development and is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly Media, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot and More for Enhanced Data Analytics (O’Reilly Media, 2024). He is a recipient of the Microsoft Most Valuable Professional (MVP) award for exceptional technical expertise and community advocacy in the field of Excel. George holds a bachelor’s degree in economics from Hillsdale College and master’s degrees in finance and information systems from Case Western Reserve University. He resides in Cleveland, Ohio.
David Oriani
Tax Partner - PwC
David Oriani is a Tax Partner in PwC’s Industry Tax Practice with over fifteen years of experience and is based out of the Cleveland, OH office. His primary focus is providing tax services to both publicly and privately held multinational corporations and pass-through entities in a variety of industries, with a heavy focus around the consumer and industrial products sector. He works with his clients to address the areas of accounting for income taxes, tax planning, tax compliance, and various federal tax consulting issues. David earned a B.A. in Public Accounting and Finance from Marietta College. David is a member of the American Institute of Certified Public Accountants and is a Certified Public Accountant licensed to practice in Ohio.
Chris Pedersen
Vice President, Business Technology Global SAP Practice Head - RGP
Christopher leads RGP’s Global SAP Practice and is a seasoned SAP executive recognized for delivering complex SAP programs on scope, on schedule, and on budget, while successfully stabilizing and turning around challenged initiatives. Since earning his SAP Financial Accounting and Controlling certification in 1997, he has led 25 SAP deployments across R/3, ECC, and S/4HANA, driving large-scale, finance-focused transformations. He has guided SAP programs across Aerospace & Defense, Energy and Utilities, Government, Life Sciences, Manufacturing, and Retail, consistently aligning technology strategy with Finance objectives to enable enterprise transformation. His experience spans practice development.