Join Us In

Nashville, TN

May 4-6, 2026

The Cooperative COMPASS 2026
Pointing Towards an Extraordinary Educational and Networking Experience

We’re excited to share that The Cooperative COMPASS— NSAC's National Conference for accounting, tax, and finance professionals in the co-op industry— is heading to Nashville, Tennessee, May 4–6, 2026, hosted by the Atlantic Chapter.

Set against the backdrop of live music, Southern hospitality, and a city that knows how to mix tradition with innovation, this one-of-a-kind conference is designed specifically for professionals involved in the financial planning and management of cooperatives. COMPASS offers the perfect mix of high-impact learning, expert-led sessions, and meaningful peer connections—all designed to help you tune up your knowledge and amplify your impact.

WHO SHOULD ATTEND?

  • CEOs/CFOs/COOs/Managers/Directors/Vice Presidents of Finance
  • CPAs/Controllers/Accountants
  • Other cooperative/company staff with accounting responsibilities

Soak in the sounds of Nashville while gaining the latest tools, insights, and strategies to strengthen financial oversight, ensure compliance, and confidently manage your co-op’s most complex challenges.

General Session Speakers

Colin Cloud Photo

Colin Cloud

Show Stopping Mentalist and Entertainer

Gene Marks Photo

Gene Marks

Columnist, Best-Selling Author, and TV Correspondent, The Marks Group P.C.

Eric Potterat, Ph.D. Photo

Eric Potterat, Ph.D.

Ret. US Navy Commander, World Renowned Psychologist, Author, and Executive Performance Consultant

Marcey Rader, CSP® Photo

Marcey Rader, CSP®

High-Performance Speaker and Consultant, RaderCo

John Suter Photo

John Suter

Vice President, Economic Research, National Rural Utilities Cooperative Finance (CFC)

Jimmy Yeary Photo

Jimmy Yeary

Grammy Award-Winning Songwriter and Speaker

David Antoni, CPA Photo

David Antoni, CPA

Tax Managing Director, Baker Tilly US

Josh Bakke Photo

Josh Bakke

Senior Manager, Baker Tilly US

Trevor Barnett, MBA Photo

Trevor Barnett, MBA

Regional Vice President, CFC

Tamika Bishop, CFP Photo

Tamika Bishop, CFP

Senior Consultant, Homestead Financial Services Corp.

Michael Cheng, CPA Photo

Michael Cheng, CPA

National Professional Practice Partner, Frazier & Deeter

Colin Cloud Photo

Colin Cloud

Show Stopping Mentalist and Entertainer

Pat Cooper, CPA Photo

Pat Cooper, CPA

Utility Tax Director, Bolinger, Segars, Gilbert & Moss, LLP

Julie Desimone, CPA Photo

Julie Desimone, CPA

Managing Principal, Baker Tilly

Nicholas Falk, CPA Photo

Nicholas Falk, CPA

Senior Manager, RSM US, LLP

Melissa Felty, MBA, CPA, CFPC Photo

Melissa Felty, MBA, CPA, CFPC

Chief Financial Officer, First Electric Cooperative Corporation

Bryanna Fredericks Photo

Bryanna Fredericks

Partner, Tax Services, Cherry Bekaert Advisory LLC

Ashley Garringer Photo

Ashley Garringer

Chief Operating Officer, First Electric Cooperative Corporation

Paul Gutierrez Photo

Paul Gutierrez

Senior Principal, Legislative Affairs, NRECA

Jim Halvorsen, CPA Photo

Jim Halvorsen, CPA

Principal, CliftonLarsonAllen, LLP (CLA)

Mary Hevener Photo

Mary Hevener

Partner, Morgan, Lewis & Bockius LLP

Dennis Hicks, CPA Photo

Dennis Hicks, CPA

Principal, CliftonLarsonAllen LLP (CLA)

Roman Kepczyk, CPA.CITP, CGMA Photo

Roman Kepczyk, CPA.CITP, CGMA

Director of Firm Technology Strategy, Rightworks

Gene Marks Photo

Gene Marks

Columnist, Best-Selling Author, and TV Correspondent, The Marks Group P.C.

Bill Miller, CPA Photo

Bill Miller, CPA

Utility Tax Partner, Bolinger, Segars, Gilbert & Moss, LLP

Shawn Miller Photo

Shawn Miller

Consultant, S. Miller Consulting

Nick Mueting, CPA Photo

Nick Mueting, CPA

Managing Shareholder, Lindburg Vogel Pierce Faris, Chartered

Dr. Noah Myers Photo

Dr. Noah Myers

Utah Valley University

Eric Potterat, Ph.D. Photo

Eric Potterat, Ph.D.

Ret. US Navy Commander, World Renowned Psychologist, Author, and Executive Performance Consultant

Marcey Rader, CSP® Photo

Marcey Rader, CSP®

High-Performance Speaker and Consultant, RaderCo

Craig Ritsema Photo

Craig Ritsema

Digital Growth Director, CLA

Katrina Rote Photo

Katrina Rote

Partner, RSM US LLP

Kathryn Schneider Photo

Kathryn Schneider

Director, Forvis Mazars

Anne Shipman Photo

Anne Shipman

Controller, GROWMARK, Inc.

Photo place holder

Matt Sirna, CPCU, AIC, AIC-M, aRe

Member Relations Manager, Federated Rural Electric Insurance Exchange

John Suter Photo

John Suter

Vice President, Economic Research, National Rural Utilities Cooperative Finance (CFC)

Rebecca Thoune, CPA Photo

Rebecca Thoune, CPA

Signing Director, CliftonLarsonAllen LLP (CLA)

Ling Wang Photo

Ling Wang

Senior Vice President and Chief Financial Officer, CFC

Craig Woycheese, CPA, MBA Photo

Craig Woycheese, CPA, MBA

Manager of Utility Rates and Financial Analysis, Toth and Associates, Inc.

Jimmy Yeary Photo

Jimmy Yeary

Grammy Award-Winning Songwriter and Speaker

Jonathan Zimmerman Photo

Jonathan Zimmerman

Partner, Morgan, Lewis & Bockius LLP

Agenda

Sunday, May 3, 2026

4:00 PM
4:00PM - 6:00PM CST

Registration Open

Monday, May 4, 2026

7:00 AM
7:00AM - 5:00PM CST

Registration Open

7:30 AM
7:30AM - 8:00AM CST

Networking Breakfast

8:00 AM
8:00AM - 9:05AM CST

ChatGPT, Copilot, AI, and Beyond: Game-Changing Technologies That Will Impact Accounting and Finance

Gene Marks, Columnist, Best-Selling Author, and TV Correspondent, The Marks Group P.C.
9:15 AM
9:15AM - 10:30AM CST

Tax in Action: Navigating 163(j), 179 Depreciation, and R&D Rules in Cooperative Settings

Bryanna L. Fredericks, Partner, Tax Services, Cherry Bekaert Advisory LLC
Josh Bakke, Senior Manager, Baker Tilly US
9:15AM - 10:30AM CST

Key Internal Controls for Fraud Prevention and Detection

Julie Desimone, CPA, Managing Principal, Baker Tilly
10:40 AM
10:40AM - 11:55AM CST

Automating Routine Tasks: Practical Applications for Cooperative Accounting Teams

Anne Shipman, Controller, GROWMARK, Inc.
Craig Ritsema, Digital Growth Director, CLA
Kathryn Schneider, Director, Forvis Mazars
10:40AM - 11:55AM CST

OBBBA Provisions for Electric Cooperatives & Their Subsidiaries

Paul Gutierrez, Senior Principal, Legislative Affairs, NRECA
Bill Miller, CPA, Utility Tax Partner, Bolinger, Segars, Gilbert & Moss, LLP
12:00 PM
12:00PM - 1:55PM CST

Colin Cloud: The Real Sherlock Holmes & Silver Bowl Presentation

Colin Cloud, Show Stopping Mentalist and Entertainer
2:00 PM
2:00PM - 2:55PM CST

Retention Strategies

Shawn Miller, Consultant, S. Miller Consulting
2:00PM - 2:55PM CST

Restoring Balance: Understanding 415 Limits and Executive Benefit Plan Options for Co-op Officers

Pat Cooper, CPA, Utility Tax Director, Bolinger, Segars, Gilbert & Moss, LLP
Tamika Bishop, CFP, Senior Consultant, Homestead Financial Services Corp.
3:00 PM
3:00PM - 3:55PM CST

The People Side of M&A

Shawn Miller, Consultant, S. Miller Consulting
3:00PM - 3:55PM CST

Protecting the Power Grid: What’s New and What’s Next in Insuring Electric Cooperatives

Matt Sirna, CPCU, AIC, AIC-M, aRe, Member Relations Manager, Federated Rural Electric Insurance Exchange
4:05 PM
4:05PM - 5:05PM CST

Reclaim Your Workday: Sustainable Success in the Modern Workplace

Marcey Rader, CSP®, High-Performance Speaker and Consultant, RaderCo
5:30 PM
5:30PM - 6:30PM CST

Welcome Reception

Tuesday, May 5, 2026

7:00 AM
7:00AM - 5:00PM CST

Registration Open

7:30 AM
7:30AM - 8:00AM CST

Networking Breakfast

8:00 AM
8:00AM - 9:00AM CST

Economic Update

John Suter, Vice President, Economic Research, National Rural Utilities Cooperative Finance (CFC)
9:10 AM
9:10AM - 10:05AM CST

Market Trends: Private Equity and Other Investments

Katrina Rote, Partner, RSM US LLP
9:10AM - 10:05AM CST

Email Extinguisher: Put Out Fires and Rescue Your Time

Marcey Rader, CSP®, High-Performance Speaker and Consultant, RaderCo
10:15 AM
10:15AM - 11:10AM CST

Financial Accounting Standards Board (FASB) Update from a Private Company Council (PCC) Member

Michael Cheng, CPA, National Professional Practice Partner, Frazier & Deeter
10:15AM - 11:10AM CST

Painting with Numbers: Telling Your Financial Story Beyond the Spreadsheets

Ashley Garringer, Chief Operating Officer, First Electric Cooperative Corporation
11:20 AM
11:20AM - 12:15PM CST

Accounting for Equity Method Investments and Alternative Assets

Jim Halvorsen, CPA, Principal, CliftonLarsonAllen, LLP (CLA)
Dennis Hicks, CPA, Principal, CliftonLarsonAllen LLP (CLA)
11:20AM - 12:15PM CST

Beyond Traditional Debt: Innovative Capital Strategies for Cooperative Growth

Ling Wang, Senior Vice President and Chief Financial Officer, CFC
12:15 PM
12:15PM - 1:15PM CST

Networking Lunch

1:15 PM
1:15PM - 2:30PM CST

Deferred Compensation

Mary B. Hevener, Partner, Morgan, Lewis & Bockius LLP
Jonathan Zimmerman, Partner, Morgan, Lewis & Bockius LLP
1:15PM - 2:30PM CST

Powering the Future: A Fireside Chat for Electric Cooperatives

2:35 PM
2:35PM - 3:50PM CST

OBBBA Deep Dive: Bonus Depreciation, Qualified Property, and Strategic Planning

David Antoni, CPA, Tax Managing Director, Baker Tilly US
Nicholas Falk, CPA, Senior Manager, RSM US, LLP
2:35PM - 3:50PM CST

Auditable Artificial Intelligence: Ensuring Transparency in ChatGPT-Powered Analytics

Dr. Noah Myers, Utah Valley University
4:00 PM
4:00PM - 5:00PM CST

Effective Storytelling in Communication

Jimmy Yeary, Grammy Award-Winning Songwriter and Speaker
6:00 PM
6:00PM - 8:00PM CST

TAP INTO NETWORKING

Wednesday, May 6, 2026

7:30 AM
7:30AM - 8:00AM CST

Networking Breakfast

8:00 AM
8:00AM - 9:15AM CST

Learned Excellence: The Key Performance Optimization Factors of High Performing Individuals and Teams

Eric Potterat, Ph.D., Ret. US Navy Commander, World Renowned Psychologist, Author, and Executive Performance Consultant
9:25 AM
9:25AM - 10:40AM CST

AI Adoption for the Modern Accountant

Roman Kepczyk, CPA.CITP, CGMA, Director of Firm Technology Strategy, Rightworks
9:25AM - 10:40AM CST

From Ratios to Results: Using KRTA and KPIs to Shape Financial Policy

Melissa Felty, MBA, CPA, CFPC, Chief Financial Officer, First Electric Cooperative Corporation
Trevor Barnett, MBA, Regional Vice President, CFC
10:50 AM
10:50AM - 12:05PM CST

Cooperative Conversations: A Tax, Accounting, Audit, and Finance Roundtable

Rebecca Thoune, CPA, Signing Director, CliftonLarsonAllen LLP (CLA)
Nick L. Mueting, CPA, Managing Shareholder, Lindburg Vogel Pierce Faris, Chartered
10:50AM - 12:05PM CST

Powering Purpose: Rate Design Strategies that Support Co-op Goals

Craig R. Woycheese, CPA, MBA, Manager of Utility Rates and Financial Analysis, Toth and Associates, Inc.
Looking for CPE? Earn up to 20.5 CPE credits hours.

The National Society of Accountants for Cooperatives (NSAC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor (#103068) of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. No prerequisites and/or advance preparation is required for this program, and the program level is basic. Instructional delivery method is "Group Live" for those in-person or "Group Internet" for those attending virtually. Contact NSAC at info@nsacoop.org if you have any questions.

Experience

COMPASS is the premier conference for cooperative tax, accounting, and finance professionals, but it’s more than a conference -- it’s an experience! Here, you’ll not only gain access to exceptional educational sessions but also immerse yourself in unparalleled opportunities to connect, collaborate, and celebrate the cooperative spirit.

Welcome Reception

Monday, May 4, 2026

Kick off COMPASS in style! Reconnect with colleagues, meet new faces, and ease into the conference with a relaxed, welcoming start.

Learn More 

Meet & Greet Colin Cloud

Monday, May 4, 2026

Meet and snap photos with Colin Cloud, the world-famous mentalist known as the “real-life Sherlock Holmes,” right after the Silver Bowl Luncheon.

Learn More 

Meet & Greet Jimmy Yeary

Tuesday, May 5, 2026

Meet Grammy Award–winning songwriter Jimmy Yeary immediately following the Effective Storytelling in Communication General Session.

Learn More 

Tap into Networking

Tuesday, May 5, 2026

Hop aboard a Nashville trolley for a brewery tour! Unwind, explore, and network with fellow COMPASS attendees on this one-of-a-kind outing.

Learn More 

Networking Lunch

Tuesday, May 5, 2026

Join is for a networking power hour over lunch. Reconnect, build new relationships, and strengthen industry connections in a relaxed, engaging setting.

Learn More 

Bonus Session

Following COMPASS

Keep the learning going! COMPASS attendees receive exclusive access to an after-conference event, “Ask Me Anything” with Marcey Rader.

Learn More 

Registration

Attend in-person or virtually — all attendees have access to the same top-tier sessions.

Registration Type Before Jan 31 After Jan 31
Member $845 $895
Member — First-Time Attendee* $645 $695
Non-Member $1,245 $1295
Guest/Spouse $275 $275

*Member-First-Time Attendee: This rate applies to NSAC members who have never attended an NSAC National Conference before. National Conferences include COMPASS and TFACC. If this is your first time participating in NSAC's National Conference, you qualify for this registration category.

Registration includes: All education sessions, CPE credits, Sunday Welcome Reception, and all scheduled meals.
Guest/Spouse registration includes: Welcome Reception and breakfast on Monday, Tuesday, and Wednesday.

Questions?  Please email info@nsacoop.org or call (937) 222-6707

Register Now  

Hotel Information

Sheraton Grand Nashville Downtown
623 Union Street, Nashville, TN, 37219-1706
Phone: (615) 259-2000 

Rate: $265 per day, plus fees and taxes
Discounted rooms are available on a first-come, first-served basis. 

Hotel Reservation  

Sponsors

Annual Sponsors


Compass Sponsors

Interested In Sponsoring

Annual 365 Sponsorship
Compass Sponsorship
Email us at info@nsacoop.org

COMPASS 2026 Refund Policy

Cancellations for COMPASS 2026 will be handled as follows:

All cancellation requests must be submitted in writing via email to info@nsacoop.org.