Tracks:
All |
Accounting (A) |
Auditing (AU) |
Behavioral (BE) |
Business Management & Organization (BMO) |
Ethics (E) |
Finance (F) |
Management Advisory Services (MAS) |
Personal Development (PD) |
Personnel/HR (P/HR) |
Specialized Knowledge & Application (SKA) |
Tax (T)
Pre-Conference Value-Added Workshops –
Monday, July 20, 2009 and November 9, 2009 (additional fee)
Monday, July 20, 2009 and November 9, 2009 (additional fee)
| Time | Title | No. | |
|---|---|---|---|
| 7:00 - 5:00 | Registration and Message Center Open | ||
| 7:00 - 8:30 | Continental Breakfast |
||
| 8:00 – 5:00 | Transition from Controller to CFO: The Need to Broaden Your Skill Sets and Career Development Strategy Alan Patterson, Mentoré, East Greenwich, RI |
101 | PD |
| 8:00 - 12:00 | Finance Transformation – Tools, Techniques, Lessons From the Battlefield Speaker: David Salvi, PricewaterhouseCoopers LLP, Atlanta, GA |
102 | MAS |
| Coaching Skills for Today’s Workplaces Greg Richardson, Goodman & Company, Newport News, VA |
103 | P/HR | |
| 1:00 - 5:00 | IFRS Overview and Case Study Paul Munter, KPMG LLP, New York, NY |
104 | A |
| Excel for Accountants – Best Unknown Features Val Steed, K2 Enterprises, Hammond, LA |
105 | SKA |
Day 1 Conference – Tuesday, July 21, 2009 and November 10, 2009
| Time | Title | No. | |
|---|---|---|---|
| 7:00 - 6:00 | Registration Open | ||
| 7:00 - 8:00 | Continental Breakfast | ||
| 8:00 - 8:10 | Welcome and Introduction | ||
| 8:10 - 9:00 | Keynote Session – Global Finance Transformation: Growing the Business Christa Davies, Aon Corporation, Chicago, IL |
01 | MAS |
| 9:00 - 9:05 | Change Break | ||
| 9:05 - 10:45 | Concurrent Sessions | ||
|
State and Local Tax Challenges and Opportunities Ralph Pepe, Pepe State Tax Consulting, Orlando, FL Dave Elder, RSM McGladrey, Inc., West Palm Beach, FL |
02 | T | |
| Understanding How to Move Beyond Budgeting To Continuous Planning and Acaptive Control (repeated in #13) Steve Player, Beyond Budgeting Round Table, Dallas, TX |
03 | F | |
| Mergers, Acquisitions and Divestitures (repeated in #14) Derek Townsend, PricewaterhouseCoopers LLP, Boston, MA |
04 | BMO | |
| Utilizing Time Wisely Greg Richardson, Goodman & Company, Newport News, VA |
05 | PD | |
| The Top Three Issues for Transitioning From Controller to CFO Alan Patterson, Mentoré, East Greenwich, RI |
06 | PD | |
| 10:45 - 11:00 | Beverage Break and Vendor Display | ||
| 11:00 - 11:50 | Concurrent Sessions | ||
| Outlook for Accountants: Get Organized Today! Val Steed, K2 Enterprises, Hammond, LA |
07 | SKA | |
| Impact of AS5 On Sarbanes Environment (repeated in #23) Chris Joline, PricewaterhouseCoopers LLP, New York, NY |
08 | AU | |
| Healthcare Trends (repeated in #24) Matthew Cowles, UnitedHealth Group, Hartford, CT |
09 | P/HR | |
| Performance Management 2.0 – Broader or Better? (repeated in #18) Gary Cokins, SAS, Cary, NC |
10 | MAS | |
| Relationship Banking (repeated in #21) Jude Melville, Business First Bank, Shreveport, LA |
11 | SKA | |
| 11:50 - 12:50 | Lunch / Best Practices in Evaluating and Adopting Cloud Computing for Finance Daniel Druker, SVP Marketing and Business Development, Intacct |
||
| 1:00 - 2:40 | Concurrent Sessions | ||
| Trends in High Performing Finance Organizations David Salvi, PricewaterhouseCoopers LLP, Atlanta, GA |
12 | MAS | |
| Understanding How to Move Beyond Budgeting to Continuous Planning and Adaptive Control (repeat of #3) | 13 | F | |
| Mergers, Acquisitions and Divestitures (repeat of #4) |
14 | BMO | |
| Adapting to An Ever-Changing World Greg Richardson, Goodman & Company, Newport News, VA |
15 | SKA | |
| Managing Bankruptcy Risk In An Uncertain Economic Climate Chip T. Ford IV, Parker Poe Adams & Bernstein LLP, Charlotte, NC |
16 | BMO | |
| 2:40 - 2:45 | Change Break | ||
| 2:45 - 3:35 | Concurrent Sessions | ||
| Foreign Corrupt Practices Act (repeated in #37) Cindy Matherne Muller, Cal Dive International, Houston, TX (Orlando only) |
17 | BE | |
| Performance Management 2.0 – Broader or Better? (repeat of #10) | 18 | MAS | |
| Engaging and Rewarding Four Generations (repeated in #26) Diane Krieman, Hewitt Associates, Lincolnshire, IL |
19 | P/HR | |
| PowerPoint 2007 – New Features and Productivity Tips Val Steed, K2 Enterprises, Hammond, LA |
20 | SKA | |
| Relationship Banking (repeat of #11) | 21 | SKA | |
| 3:35 - 3:55 | Refreshment Break and Vendor Display | ||
| 3:55 - 4:45 | Concurrent Sessions | ||
| Private Company Financial Reporting Update (repeated in #41) Mary Ann Lawrence, Key Corporation, Cleveland, OH |
22 | A | |
| Impact of AS5 on Sarbanes Environment (repeat of #8) |
23 | AU | |
| Healthcare Trends (repeat of #9) | 24 | P/HR | |
| Just Do the Right Thing!!! (repeated in #53) JoAnn McGee, Louisiana State University in Shreveport, Shreveport, LA |
25 | BE | |
| Engaging and Rewarding Four Generations (repeat of #19) | 26 | P/HR | |
| 4:45 - 4:50 | Change Break | ||
| 4:50 - 5:40 | General Session | ||
| Professional Information Exchange Greg Richardson, Goodman & Company, Newport News, VA |
27 | PD | |
| 5:45 - 6:45 | Welcome Reception |
Day 2 – Wednesday, July 22, 2009 and November 11, 2009
| Time | Title | No. | |
|---|---|---|---|
| 7:00 - 5:00 | Registration and Message Center Open | ||
| 7:00 - 8:00 | Continental Breakfast | ||
| 7:00 - 7:50 | Early Riser Sessions | ||
| Successful Record Retention Strategies: How to Create a Record
Retention Policy That Meets A Company’s Business and Legal
Needs (repeated in #51)
William Belt, LeClair Ryan, Richmond, VA |
28 | SKA | |
| XBRL – The Comcast Experience (repeated in #52) Phillip Gaudreau, Comcast Corporation, Philadelphia, PA |
29 | SKA | |
Audit Risk
Lawrence Jones, Encore Enterprises, Inc., Dallas, TX |
30 | AU | |
| Internal Audit Function (repeated in #58) Scott Auer, Praeses, LLC, Shreveport, LA |
31 | AU | |
| 7:50 - 7:55 | Change Break | ||
| 8:00 - 8:50 | General Session | ||
| Driver-Based Planning Brett Knowles, pm2, Toronto, Ontario, Canada |
32 | MAS | |
| 8:50 - 8:55 | Change Break | ||
| 8:55 - 9:45 | Concurrent Sessions | ||
| FASB Update (repeated in #44) Joanne Wendy Kim, BDO Seidman LLP, Chicago, IL |
33 | A | |
| Orchestrating Risk-Adjusted Performance Management: Identify
and Address Risk Events Better and Faster (repeated in #45)
Robert Torok, IBM Global Business Services, Toronto, Ontario, Canada |
34 | MAS | |
| Compensation: 401(k) and Retirement Plans (repeated in #46) John Miller, Aon Investment Consulting, San Francisco, CA Matt Smith, Aon Consulting, Seattle, WA |
35 | P/HR | |
| Six Degrees of Separation...Maximizing Accounting's Value in Your Organization (repeated in #47), Wes Waldo, Breakthrough Management Group International, Longmont, CO Kristin Parshay, Rubin Brown LLP, Clayton, MO |
36 | BMO | |
| Foreign Corrupt Practices Act (repeat of #17) | 37 | BE | |
| 9:45 - 10:00 | Beverage Break | ||
| 10:00 - 10:50 | Concurrent Sessions | ||
| Planning and Preparing for IFRS (repeated in #54) Matthew Birney, United Technologies Corporation, Hartford, CT |
38 | A | |
| Tax GOTCHA (repeated in #55) Michael Abramovitz, RSM McGladrey, Inc./McGladrey & Pullen LLP, Denver, CO |
39 | T | |
| The Diversity of Fraudulent Disbursement Schemes(repeated in #56) JoAnn McGee, Louisiana State University in Shreveport, Shreveport, LA |
40 | AU | |
| Private Company Financial Reporting Update (repeat of #22) | 41 | A | |
| Cash Management Strategies During Economic Turmoil
(repeated in #48)
Robert Tormey, Tatum, LLC, Chino Hills, CA |
42 | SKA | |
| 10:50 - 10:55 | Change Break |
||
| 10:55 - 11:45 | Economic and Market Outlook – 2010 and Beyond William Greiner, UMB, Kansas City, MO |
43 | SKA |
| 11:45 - 1:00 | Lunch and AICPA Update | ||
| 1:00 - 1:50 | Concurrent Sessions | ||
| FASB Update (repeat of #33) | 44 | A | |
| Orchestrating Risk-Adjusted Performance Management: Identify and Address Risk Events Better and Faster (repeat of #34) | 45 | MAS | |
| Compensation: 401(k) and Retirement Plans (repeat of #35) | 46 | P/HR | |
Six Degrees of Separation…Maximizing Accounting's Value in Your Organization (repeat of #36) |
47 | BMO | |
| Cash Management Strategies During Economic Turmoil (repeat of #42) | 48 | SKA | |
| 1:50 - 1:55 | Change Break | ||
| 1:55 - 2:45 | Concurrent Sessions | ||
| Performance Analytics Brett Knowles, pm2, Toronto, Ontario, Canada |
49 | BMO | |
| A Risk-Based Approach to Designing Management Control Systems Norman Sheehan, Edwards Business School, University of Saskatchewan, Saskatoon, Saskatchewan, Canada |
50 | MAS | |
| Successful Record Retention Strategies: How to Create a Record Retention Policy That Meets A Company’s Business and Legal Needs (repeat of #28) | 51 | SKA | |
| XBRL – The Comcast Experience (repeat of #29) |
52 | SKA | |
| Just Do the Right Thing!!! (repeat of #25) | 53 | BE | |
| 2:45 - 3:00 | Refreshment Break and Vendor Display | ||
| 3:00 - 3:50 | Concurrent Sessions | ||
| Planning and Preparing for IFRS (repeat of #38) | 54 | A | |
| Tax GOTCHA (repeat of #39) | 55 | T | |
| The Diversity of Fraudulent Disbursement Schemes (repeat of #40) | 56 | AU | |
| Using Value Creation Logics to Find New “Blue Ocean” Strategies For Your Firm Norman Sheehan, Edwards Business School, University of Saskatchewan, Saskatoon,
Saskatchewan, Canada
|
57 | BMO | |
| Internal Audit Function (repeat of #31) | 58 | AU | |
| 3:50 - 3:55 | Change Break |
||
| 3:55 - 4:45 | General Session | ||
| Cowboy Ethics: Getting America Bank on Track James Owen, Center for Cowboy Ethics and Leadership, Austin, TX |
59 | BE | |
| 4:45 | Main Conference Adjourns |
Post-Conference Value-Added Workshops –
Thursday, July 23, 2009 and November 12, 2009 (additional fee)
Thursday, July 23, 2009 and November 12, 2009 (additional fee) | Time | Title | No. | |
|---|---|---|---|
| 7:00 - 12:00 | Registration and Message Center Open | ||
| 7:00 - 8:00 | Continental Breakfast | ||
| 8:00 - 12:00 | ERM Foundations Workshop Robert Torok, IBM Global Business Services, Toronto, Ontario, Canada |
201 | MAS |
| Business Valuation Bootcamp – Everything You Always Wanted To Know About Business Valuation, But Were Afraid to Ask
Charles Gallman, Grant Thornton, LLP, Charlotte, NC |
202 | A | |
| 12:00 | Conference Adjourns |
