Tax, Finance & Accounting Conference for Cooperatives

TFACC 2024: Collaboration Among Communities

Join us for the Tax, Finance & Accounting Conference for Cooperatives (TFACC), in sunny Orlando, Florida on July 28-31, 2024. TFACC is the only conference uniquely tailored to providing education, resources and connections to professionals involved in the financial management and planning of cooperatives. This highly anticipated conference offers proven strategies, tools, and resources to help your co-op increase efficiencies, improve financial controls, streamline regulatory compliance, and make transactions manageable. This four-day program is offered in collaboration with NSAC, NRECA, and NTCA.

The program is specifically designed to allow attendees the freedom to customize their conference experience to better serve their professional needs. Participants will have the opportunity to hear from industry experts, network with peers, learn about key developments within the accounting profession, share their ideas with others, and enhance both their professional and personal development.

WHO SHOULD ATTEND?

  View Schedule    Online Registration

Keynote Speakers

Sandy Gennaro
Rock and Roll Thought Leader

Beat the Odds in Business and Life
Monday, July 29, 2024
8:00 am - 9:15 pm

Rock and roll along with Sandy as he shares with you the lessons, stories, and performances of decades of recording and touring with globally known artists such as Cyndi Lauper, Joan Jett and the Blackhearts, The Monkees, Bo Diddley, Johnny Winter, The Pat Travers Band, Benny Mardones, and Robin Gibb, and more—to illustrate the key behavioral and psychological concepts that will enable you to “Beat the Odds" and achieve Rock Star success in business, relationships, and life. Beat the Odds has the energy of a rock concert packed with useful information that you can use now plus a few surprises.​

Marci Rossell
Economist & Financial Expert

How to Succeed in the New Work Economy: Lunch Sponsored by Cobank
Monday, July 29, 2024
12:15 pm - 1:30 pm

Marci Rossell is a world-renowned economist and financial expert who electrifies audiences nationwide, speaking candidly on the nexus of economics, politics, culture, and the media. She honed her animated style serving as the popular, lively Chief Economist for CNBC, where she became a household name and a must-watch source of financial news. The former co-host of the well-known “pre-market" morning news and talk show Squawk Box, Rossell is revered for taking complex economic issues, often dull in the button-down business press, and making them relevant to people's lives, families, and careers.

Exclusively represented by Leading Authorities speakers bureau, she discusses America's current and future role in the global economy, factors responsible for recessions, how Washington influences Wall Street and the markets, and the specific forecast for the U.S. economy over the course of the next 18-24 months. She is also well-versed in the stock market, investor behavior, consumer confidence, and what accountable capitalism looks like this year and beyond. With a knack for making complex topics more digestible, Rossell's authentic, high-energy talks deliver a stimulating and often optimistic economic outlook, providing an insider's perspective on key factors of economic disruption. Her creative, thought-provoking commentary will ring in the audience members' ears well after she leaves the stage.

Prior to her career in broadcast journalism, Marci served as Corporate Economist and Investment Spokesperson for OppenheimerFunds, one of the nation's largest mutual fund companies. Her success in the private sector led to her economic commentary being revered and ultimately her appointments on nationally syndicated talk shows. Before moving to Wall Street, she was an expert witness for Deloitte & Touche in court cases involving economic issues. Marci began her career as an economist with the Federal Reserve Bank of Dallas.

Marci earned a Ph.D. in Economics from Southern Methodist University, where she was named one of the Young Alumni of the Year in 2002. She brings a world of experience — from Main Street to Wall Street — when discussing the U.S. economy, international events, and movements in capital markets.​

Nathan Mueller

Fraud Exposed - Lessons Learned from an 8.5 Million Embezzlement
Tuesday, July 30, 2024
8:00 am - 9:00 am

Nathan holds a B.A. in Accounting from Gustavus Adolphus College and was a licensed CPA from 2002-2010. He has over 13 years of public accounting experience and 15 years of corporate accounting experience with a focus on financial reporting, cash processing, tax, and accounting controls.

After the reinsurance company Nathan worked for was purchased by ING for $6 billion, he played a key role in transitioning its operations onto ING's enterprise resource planning system. Enabled by lax controls and unchecked authority to distribute funds, Nathan began embezzling money to pay off personal debt. What started as a $1,100 check to a credit card, spiraled into an $8.5 million fraud over the next four years. It was only a co-worker's suspicions that brought the fraud to an end. After being caught, he pleaded guilty and was sentenced to 97 months in federal prison. He was released in September of 2014.

While serving his sentence, Nathan delivered over 60 speeches to a broad spectrum of groups & organizations including college classes, businesses, business organizations and non-profits. Since his release from prison in 2014 he has become a sought-after speaker for Fraud and Ethics presentations for diverse and notable organizations across the United States. His most noteworthy presentation to date was the keynote speech at the ACFE Global Fraud Conference 2015 in Baltimore with upwards of 3,000 attendees. Nathan has spoken for several governmental agencies including the FBI, the FDIC, the FFIEC and the Federal Reserve Bank. Nathan has done fraud awareness presentations for Best Buy, General Mills, and Nationwide Insurance to name a few. He also speaks frequently for many organizations including the IIA, ACFE, IMA, HFMA, IASA, ISACA, ACAMS and state CPA societies.

Speaking and training are not the only avenues Nathan has pursued to bring fraud and ethics awareness to all industries. He also co-authored "Lessons From An $8 Million Fraud" in the Journal of Accountancy which won the prestigious Lawler Award as the article of the year for 2015.

Gene Marks
Columnist, Author, and TV Correspondent

From Washington to Your Workplace: Tactics and Strategies the Smartest Leaders are Making to Navigate and Grow in 2024 and 2025 & Silver Bowl Luncheon
Tuesday, July 30, 2024
11:45 am - 1:15 pm

A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur, The Washington Times, and The Guardian.

Gene is a best-selling author and has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is Want More Cash? 100+ Ideas And Strategies For Increasing Your Company's Cash Flow This Year.

Nationally, Gene appears regularly on Fox Business, MSNBC, as well as CBS Eye on the World with John Batchelor and SiriusXM's Wharton Business Channel where he talks about the financial, economic and technology issues that affect business leaders today.

Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and—most importantly—the actions they can take to continue to grow and profit.

Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses.

Prior to starting the Marks Group PC Gene, a Certified Public Accountant, spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a Senior Manager.​

Meagan Johnson
Multi-Generational Expert & Generational Studies E

ZAP THE GENERATIONAL GAP! Transforming, Recruiting, Retaining and Engaging Multi-Generational Teams
Wednesday, July 31, 2024
10:30 am - 11:30 am

Meagan Johnson is a nationally recognized multi-generational expert and generational studies enthusiast. Since 1997; she has researched, written and spoken about the multiple generations. Her focus is on how to build a culture of multi-generational collaboration… not alienation. Rather than promoting generational stereotypes, Meagan explores what drives a generation to succeed.

Meagan has worked with over a thousand clients, including Boeing, Women in Cable Telecommunication, Ingram Micro, CIT Bank, Intel Corporation, American Architectural Manufacturers Association, Hormel, Women in Trucking, Pepsi, Procter & Gamble and Sodexo. She is the co-author of the best-selling book Generations Inc From Boomers to Linksters Managing the Friction between Generations at Work. She has been Quoted by the Indy Star, Weight Watchers, The Advocate, Chicago Tribune, CNNMoney.com and US News & World Report.

Meagan has been heard and seen on; NEWSY.com, CBSN, ABC Talk Live, NPR and profiled on Conde' Nast's Portfolio.com. Recently, Meagan was recently quoted in the New York Times and a guest on the Dr. Phil show!

Her company, Meagan Johnson Inc. is based in Phoenix Arizona where she resides with her husband and 3 big dogs who drool A LOT! (The dogs, not her husband)

Schedule

Subject to change. All times are ET.

  View Schedule

TFACC boasts a can't miss line up of speakers and sessions including:

From Washington to Your Workplace: Tactics and Strategies the Smartest Leaders are Making to Navigate and Grow in 2024 and 2025 & Silver Bowl Awards Luncheon
Hosted by NSAC

Silver Bowl Luncheon

One of the highlights of 2024 TFACC is the highly anticipated general session, “From Washington to Your Workplace: Tactics and Strategies the Smartest Leaders are Making to Navigate and Grow in 2024 and 2025 & Silver Bowl Awards Luncheon” featuring keynote speaker, Gene Marks, a well-known author and columnist, and honoring the 2024 Silver Bowl recipient, Clay Worden, Partner at RSM US LLP. All attendees are invited to join us on Tuesday, July 30th as distinguished guests, influential leaders, and visionaries from the cooperative sector join to celebrate excellence.

Registration Fees

Conference Registration In-Person or Online
NRECA, NSAC and NTCA Member Full Conference Registration Fee           $840
Member One Day Registration Fee (July 29 or July 30)   $550
Non-Member Registration Fee   $1,325
Non-Member One-Day Registration Fee (July 29 or July 30)   $750
Speaker Registration Fee   $540
*Spouse/Guest Registration Fee   $200
Preconference Workshops - Sunday, July 28, 2024
9:00 AM - NOON
Electric Cooperative Accounting 101 - Part 1: The Balance Sheet   $199
From Construction Project to Business Strategy - How Cooperatives Must Shift Their Mindset to Maximize Broadband Business Success   $0
1:00 PM – 3:00 PM
Electric Cooperative Accounting 101 - Part 2: The Income Statement   $149
1:00 PM – 4:00 PM
Advanced Topics in Power BI   $199
Strategic Finance: Getting Ahead of 2025 and Outpacing the Competition   $199
Optional Activities
Sunday, July 28, 5:30 – 6:30 p.m.: Cooperative Kick-off Mixer   $0
Monday, July 29, 7–7:45 a.m.: Women Leaders in Finance Breakfast   $0
Monday, July 29, 12:15 – 1:30 p.m.: The Economy 2024: A Pivotal Year for Inflation, Global Demographics and Technological Disruption from AI (Lunch Sponsored by CoBank)   $0
Monday, July 29, 5:30–7 p.m.: Welcome to Orlando Networking Reception   $0
Tuesday, July 30, 11:45 a.m.– 1:15 p.m.: From Washington to Your Workplace: Tactics and Strategies the Smartest Leaders are Making to Navigate and Grow in 2024 and 2025 (Lunch hosted by NSAC)   $0

*Spouse/Guest Fee includes access to breakfast on Monday, Tuesday and Wednesday as well as Sunday and Monday evening receptions). NOTE: Spouse/Guest Fee is NOT refundable after July 15, 2024

TFACC In-person Conference registration fees include access to all conference general sessions, breakouts, conference-sponsored meal functions and conference materials. Pre-conference workshops are an additional charge.

TFACC Online registration fee includes access to live streaming of general sessions and breakout sessions. Pre-conference workshops are an additional charge.

Online Registration

Hotel Information

The Ritz-Carlton Orlando, Grande Lakes & JW Marriott Orlando, Grande Lakes
4040 Central Florida Pkwy
Orlando, FL, 32837
(407) 206-1100

Room Rate: $199 USD/Night + Taxes
To guarantee event rate, reserve by 7/5/24

  Reserve Hotel

Additional Hotel Information:

Parking