Current Issues in Higher Education

May 21, 2018 Tuscaloosa, AL

Presenters


Travis Patton

Travis Patton is a Partner in PwC’s National Tax Services office and its Exempt Organization Tax Services practice. For nearly 20 years, Travis has provided tax services to exempt organizations focused on healthcare, higher education, museums, and foundations. Travis is a resident in Washington, D.C., where he monitors legislative and regulatory developments from Capitol Hill and the Internal Revenue Service. He advises clients on IRS examinations, governance, compensation and benefits, unrelated business income tax, hospital community benefit and charity care, 501(r) compliance, mergers and acquisitions, joint ventures, international activities, Form 990, and other topics. A regular instructor, Travis most recently presented at conferences sponsored by the Georgetown University Law Center, National Association of College and University Business Officers, and Washington Nonprofit Legal and Tax Conference. Travis has authored articles published in Thomson Reuters’s Taxation of Exempts, HFMA’s magazine Healthcare Financial Management, and the AICPA’s Journal of Accountancy. Travis is a Certified Public Accountant licensed in Virginia and the District of Columbia, and he is a member of the AICPA. He holds a BBA in Accounting from the College of William and Mary and a MS in Taxation from American University. Travis is a Board member and Treasurer at Whitman Walker Health, a Federally Qualified Health Center, and is a member of The College of William and Mary Mason School of Business Accounting Program Advisory Board.

Michael Hoffman

Michael Hoffman is a Tax Manager and has been a member of PwC’s National Tax Services Exempt Organizations Tax Services practice for nearly ten years. Michael provides tax compliance and planning services for tax-exempt organizations, and he has extensive experience with Form 990 compliance, unrelated business income tax reporting, and alternative investment analysis. Michael serves various tax-exempt organizations including private foundations, healthcare organizations, educational institutions, and trade associations. Michael recently presented at the Greater Washington Society of CPAs Nonprofit Symposium, and was published in The Tax Adviser. Michael is located in Washington DC, but his client base extends beyond the Washington, DC metropolitan region and includes clients in San Francisco, Los Angeles, Research Triangle Park, New England, and Atlanta. Michael is a Certified Public Accountant licensed in Virginia and the District of Columbia, and he is a member of the American Institute of Certified Public Accountants. He graduated with a B.S. in Accounting and a B.S. in Finance from the University of Maryland – College Park.

David Woodall

David Woodall is a partner resident in Birmingham, Alabama with 15 years of professional experience in public accounting (all with PwC). David has served both public and private clients in the healthcare, higher education, manufacturing, retail, and transportation industries. In addition to his core audit experience, David has assisted clients with acquisitions and dispositions, equity offerings, bond offerings, and other similar financing transactions. The clients David has served include HealthSouth Corporation (12 years); The University of Alabama System (9 years); Vanderbilt University (5 years); Schumacher Clinical Partners; Cogent HMG; St. Joseph’s Health System; St. Mary’s Health Care System; Mercy Medical, A Corporation; Capstone Health Services Foundation, P.C.; SkyHawke Technologies, LLC; Ligon Industries, LLC; Action Resources, Inc.; and Diehl Aerospace, Inc., among others. David holds a B.A. from the University of the South in Sewanee, TN and a Master of Accountancy from the University of Alabama. He is a member of the American Institute of Certified Public Accountants and is a licensed Certified Public Accountant in Alabama.

Erica Williams

Erica Williams is the Financial Operations and Reporting Manager at The University of Alabama System Office. Prior to joining the UA System, Erica worked at The University of Alabama for more than seven years in the areas of healthcare administration, payroll, and Financial Affairs IT. She completed the Project Management Certificate Program through the University of Alabama’s College of Continuing Studies. Erica is a Certified Public Accountant and holds both her Bachelor of Science in Business Administration and Master of Accountancy degrees from UA. Casey Jones is a Tax Analyst at the University of Alabama, where she has been employed for the past ten years. Her work is focused in areas of international tax, as well as sales, use, rental, and lodging taxes. Previously, Casey worked in public accounting at JamisonMoneyFarmer PC in Tuscaloosa. She received her Bachelor’s degree in Accounting and Master of Accountancy from the University of Alabama. She is a certified public accountant.

Chad Tindol

Chad Tindol serves as Vice Chancellor for Risk and Compliance, Special Assistant to the Chancellor, and Deputy General Counsel for The University of Alabama System. His duties include coordinating risk management and compliance functions over The University of Alabama System; serving as a senior advisor to Chancellor C. Ray Hayes; and providing legal advice and representation to the Board and its related entities. Prior to coming to the System Office in 2012, Chad was as an Associate Dean of Academic Services at The University of Alabama School of Law, and a member of the Office of Counsel representing the Board of Trustees in a wide range of matters including litigation, student issues, athletics, and employment issues. He previously practiced law in his native Coffee County, Alabama, and clerked for the Hon. W. Harold Albritton. Chad received his B.A. from The University of Alabama in 1994 and earned his J.D. in 1997 from Yale Law School.

Diane E. Scott

Diane E. Scott, CPA, CGMA is the Chief Financial Officer for Retirement Systems of Alabama. She has over 37 years of experience in accounting. Diane also serves as the Chief Financial Officer for the Public Education Employees’ Health Insurance Plan and the RSA-1 Deferred Compensation Plans. In addition to her public-sector service, Diane has private-sector experience in the areas of healthcare finance, internal auditing, financial systems implementation, and process design. She began her career in public accounting with an international accounting firm. She is a member of the AICPA, Alabama Society of CPA’s, GFOA, P2F2—Public Pension Financial Forum, National Association of Government Defined Contribution Administrators, and State and Local Government Benefits Association. Diane also serves on the Auburn University Montgomery Accounting Advisory Board.

Caitlin Gray

Caitlin Gray is a manager resident in Birmingham, Alabama with approximately 8 years of professional experience in public accounting (all with PwC). Caitlin has served primarily private clients in the higher education, manufacturing, and stevedoring and maritime related services. In addition to her core audit experience, Caitlin has assisted clients with acquisitions and dispositions and bond offerings. The clients Caitlin has served include the University of Alabama System (8 years); McWane, Inc. (4 years); O’Neal Industries, Inc. (6 years); and Cooper/T Smith Corporation (8 years), among others. Caitlin holds a Bachelor of Science in Commerce and Business Administration and a Master of Accountancy from The University of Alabama. She is a member of the American Institute of Certified Public Accountants and is a licensed Certified Public Accountant in Alabama.

Stefan Kim

Stefan Kim is the Director of Operations for Financial Affairs Application Development at The University of Alabama. He has worked in university technology for the last twelve years, with a focus on business applications. Prior to being employed at the University, Stefan spent several years as Project Manager of an inventory management software company. He completed the Master Management Program through the University of Alabama's College of Continuing Studies. He holds a Juris Doctor from the Birmingham School of Law, a Master of Arts in Global Management and a Bachelor of Science from UA in Management Information Systems.

Michael Sheehan

After graduating from the University of Vermont in 1995, Michael Sheehan moved to the city of Boston where he began his career in financial services. For 23 years, he has helped people plan for and reach their financial goals while navigating the event or crisis of the day. He is a Certified Financial Planner, Registered Investment Advisor, and holds numerous licenses and designations. For the past 8 years, he has taught a Financial Wellness program (formerly known as “Retirewise”) at the University of Alabama which is available to all faculty and staff. Michael and his wife Abbey live in Homewood, Alabama and have 3 beautiful daughters.

Chief John Hooks

Chief John Hooks has been in law enforcement since 2002, beginning his career at the Tuscaloosa County Sheriff’s Office. In 2007, John began working at the University Police Department and, in his time at UAPD, has worked in the divisions of Patrol, Investigations, Community Relations, and Community Policing. Additionally, during his 16 years of law enforcement, he has had the privilege to serve in the following specialized units: SWAT, Dignitary Protection, Computer Forensics/Investigations, Honor Guard, and UA’s federal compliance with the Clery Act. In 2015, John was selected to serve as the next chief of police.