OSCPA Member Appreciation Day: Your Exclusive Free Access to Expert Insights and CPE (5 hours) - Webcast

Stephen Arnold

Stephen Arnold, CRPS®, CWPP®, is Chief Executive Officer of Retirement Actuarial Services, an author, and a retirement-plan strategist with more than 24 years of experience in financial and insurance services. He holds the Chartered Retirement Plans Specialist (CRPS®) professional designation from the College for Financial Planning and serves as an Investment Adviser Representative. He brings a broad planning perspective to qualified retirement plans, business-owner tax strategies, retirement funding, and long-term financial objectives. His CPA education programs help professionals recognize advanced planning opportunities, understand coordinated plan design, and guide appropriate clients toward a structured actuarial case review.

(10/20/26)

Kathleen Arnold

Kathleen Arnold, CRPS®, is Co-Founder and Case Design Specialist at Retirement Actuarial Services, with more than 25 years of experience in insurance services. She holds the Chartered Retirement Plans Specialist (CRPS®) professional designation from the College for Financial Planning. Her board and volunteer service has included the National Association of Insurance and Financial Advisors (NAIFA), the International Association of Working Mothers (TIAWM), Women's Money National Council, Women of the Sterling Club, Women in Construction, and the Henderson Chamber of Commerce. She is a former Women's Money Blog Talk Radio host and the founding president of TIAWM's first local chapter.

(10/20/26)

Duncan Will

Duncan Will, CPA/ABV/CFF, CFE, leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department's efforts to deliver policyholder service. Duncan's specialties are accounting and auditing and business valuation-related risk management. He advises policyholders through the CAMICO Loss Prevention Hotline, speaks to CPA groups, and writes articles on a wide range of accounting risk management and ethics topics. Topics of particular interest include complying with the AICPA's Statements on Standards for Accounting and Review Services, doubts about an entity's ability to continue as a going concern, cyber-security, and serving clients in the cannabis industry.

Duncan began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. He earned a Bachelor of Science in accounting from the University of Maryland and is Accredited in Business Valuation and Certified in Financial Forensics. A Certified Fraud Examiner, Duncan is an active member of the Association of Certified Fraud Examiners; has supplemented his education with college courses at the University of Baltimore, Golden Gate University, and Florida Atlantic University; and welcomes opportunities to expand his knowledge over a broad spectrum of accounting-related curricula.

(7/22/25)

Michelle Weinstein

Michelle Weinstein is a seasoned entrepreneur, sales strategist, and founder of The Abundant Accountant. She helps accounting, tax, fractional CFO, and bookkeeping firm owners own their value and confidently sell high-level services without pressure or burnout. Her clients have collectively added over $38 million in additional revenue to their firms, all without working more hours, chasing more clients, or doing anything they didn't want to do.

(10/20/26)