Southwest Chapter Annual CPE Day

Forrest Johnson, CFA, CFP has 20 years of experience in financial advising and financial planning. He has been with Ameriprise Financial Services for 11 years. Forrest has a Bachelor of Business Administration in Finance from the University of Mississippi and a Master of Business Administration in Finance from Alcorn State University.

KIMBERLY WILLIAMS is the Chief Financial Officer for Medical Management Services. In her position, she oversees the accounting for MEA Medical Clinics as well as other medical practices. Kimberly received her Bachelor of Accountancy from Mississippi State University and MBA from Mississippi College.

Kimberly has been active in the MSCPA since she received her CPA license in 2013. She is currently the Vice-Chair/Chair-Elect of the MSCPA. She previously served as the Vice-President/Events Chair and was then elevated to Young CPA Network President. Under her leadership the Young CPA Network received the Mississippi Food Network's Volunteer of the Year Award for statewide participation in the MSCPA Annual Day of Service. Upon completion of her year as Young CPA Network President, Kimberly served on the Board of Governors for the MSCPA as the Young CPA Network representative, joined the Young CPA Liaison Committee and began serving as the chair of the Industry Committee. She also served as Treasurer of the MSCPA. Kimberly enjoys speaking to students on behalf of the MSCPA to promote leadership skills, the accounting profession and the CPA designation. In 2018, Kimberly received the MSCPA's Rising Star Award.

Kimberly serves on the Board of Ellipsis International, which is a non-profit organization. She also serves on the Board of the Mississippi Chapter of the Healthcare Financial Management Association as the Membership Chair. In her spare time, Kimberly enjoys volunteering at local organizations and supporting charities through 5k participation. Kimberly serves in the Preschool Ministry at the Madison Campus of Pinelake Church. Kimberly and her husband Drew have two children and live in Madison.

1993 – Completed Bachelor's Degree in Accounting (Mississippi State University)
1994 – Completed Master's Degree in Accounting –Tax Emphasis (Mississippi State University)
1994 – 1996 Began working for the State Tax Commission as a casino auditor responsible for completing compliance audits of casino gaming revenue tax and gaming withholding tax.
1996 – 1997 Spent one year auditing sales and use tax.
1997 – 2002 Assisted auditors with audits of taxpayers through electronic audit methods.
2002 – 2006 Deputy Director of the Sales and Use Tax Bureau
2006 – Current Director of the Sales and Use Tax Bureau
Teaching Experience:
Accounting Principles – 2 semesters - Tougaloo College
Corporate Tax – 1 semester – Mississippi College