AICPA Controllers Workshop West and East
AICPA conference
AICPA Controllers Workshop
West and East
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JULY 20-21, 2010
Bellagio, Las Vegas, NV
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as Vegas
6/5/10 (L Orlando)
(
9/27/10
Value-Added Pre- & Post- Conference Workshops:
ps: July 19th & 22nd
NOVEMBER 11-12, 2010
010
Hyatt Regency Grand Cypress, Orlando, FL
Value-Added Pre- & Post- Conference Workshops: November 10th & 13th
Don’t
Miss:
>>
>> Healthcare Trends/Healthcare Reform
>> The U.S. and California Economic Outlook (Las Vegas only)
>> A Macro Economic Outlook for 2010 and Beyond:
>>
>>
Reshaping the Investment Landscape (Orlando only)
Managing in an Uncertain World
Retaining Top Talent
Hotel Reservation Cut-Off Date: 6/18 (Las Vegas)
10/9 (Orlando)
www.cpa2biz.com/conferences
888.777.7077
AICPA Controllers Workshop West and East
Noted Speakers
David A. J. Axson is an author, consultant and business leader. His most recent book,
The Management Mythbuster, was published by John Wiley in January 2010. He is also the
author of the best selling, Best Practices in Planning and Performance Management, and a
noted speaker since 2007 having delivered keynote presentations in more than 35 countries.
Over the last 25 years he has advised more than 250 public and private sector
organizations in Europe, Asia, Australasia and North America. Prior to his current role,
David spent 12 years with The Hackett Group, of which he was a cofounder and chief
operating officer, helping lead the company from start-up to IPO in six years. He is also a
former head of corporate planning for Bank of America. A native of England, David and his family live in Bath, Ohio.
Jim Bedard, CFO of UnitedHealthcare National Accounts, has financial oversight for
UnitedHealth Group’s National Account, Public Sector and Student Resource businesses.
In addition, he has operational oversight for customer banking and credit monitoring
as well as responsibility for the business performance management and financial
planning systems supporting UnitedHealth Group’s healthcare segment.
Jim has broad experience in the Insurance Industry having held strategic positions in the
areas of finance, operations, information systems and distribution channel management
representing health care, financial services and property casualty companies.
Prior to joining UnitedHealth Group in 2007, Jim was the finance officer supporting
The Hartford Financial Services Group’s Workers Compensation Claim organization in addition to providing financial
oversight for their staff legal, central recovery operation, and special investigation business units. He also held the
position of Business Finance Officer and Financial Systems Controller for CIGNA Healthcare’s Service Operations.
Jim started his career with the Travelers Insurance Company and held various leadership positions within their
finance, operations and technology divisions.
Jim is a member of the Connecticut Insurance and Financial Services Cluster Executive Board, and chairs the
Executive Advisory Board for their Center for Educational Excellence. He is a member of the advisory board for
Hartford’s High School Inc., a National Academy Foundation institution specializing in developing skills for the
insurance and financial services industries. In addition, Jim is a board member and current treasurer for the
Hear Here Hartford Chapter of the Hearing Loss Association of America. He has a bachelors and masters degree
in Business Administration from Western New England College.
Brian Thompson joined UnitedHealthcare as Vice President of Finance and Controller
in January 2008. Brian also currently serves as the CFO for UHC’s Healthcare Alliances
business where he manages the financial operations associated with its joint venture/
alliance partnerships with other health plan organizations. Brian is a board member and
audit committee member for UHG’s largest insurance company license – UnitedHealthcare
Insurance Company.
Brian has been with UnitedHealth Group since April 2004. Prior to his current roles he was
a Director in the UnitedHealth Group Corporate Development team, directly involved in the
company’s merger and acquisition activity – during which UHG experienced tremendous
M&A driven growth with over $20 billion in transaction volume and over 50 transactions. Prior to joining UHG, he was
a practicing CPA at PricewaterhouseCoopers LLP, serving as a manager in the Transaction Advisory Services group
and prior to that, the Audit practice. Brian earned a Bachelor of Business Administration in Accounting at the
University of Iowa.
Thank You to Our Solution Session Sponsors!
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AICPA Controllers Workshop West and East
RECOMMENDED CPE CREDIT: 19 (main), up to 13.5 (optional)
Get expert insights and industry best
practices to help your firm gain an
edge in dealing with today’s difficult
financial challenges.
In this demanding economic climate, controllers and CFOs are burdened with the
enormous responsibility of keeping their firms profitable under incredibly challenging
situations. The 2010 AICPA Controllers Workshop is an intensive two-day conference
designed to help you navigate the many complex aspects of the job by providing
professional development, technical knowledge, new ideas and innovative solutions
from top industry experts. It’s a don’t miss conference!
DEVELOPED FOR CONTROLLERS
BY CONTROLLERS
It doesn’t matter what size business
you are. This combination of “hands-on”
sessions, group discussions, Q&As and
speaker sessions offer comprehensive,
advanced-level training to prepare you for
handling the different financial challenges
that lie ahead. In addition, you’ll develop
new career skills that will help enhance
your role as a key corporate decision maker.
EXCEPTIONAL NETWORKING
OPPORTUNITIES
This workshop is designed to connect
you with top management and high level
professionals from around the country.
You’ll have the opportunity to choose
from four concurrent “Networking with
a Purpose” sessions that allow you to
speak openly about challenging business
issues and help take a pulse on today’s
economic environment.
For more information
HOT TOPICS:
Cash Management Strategies
During Economic Turmoil
Organizational Skills
How Controllers Can Ensure
That Operational Excellence
Generates Value
Controllers Best Practices
Let’s Get Real – Managing
Your Career is Central
To the Quality Of Your Life
WHO SHOULD ATTEND
Controllers, assistant controllers, CFOs,
accounting and financial managers,
treasurers, financial directors/officers.
CALL 888.777.7077
VISIT www.cpa2biz.com
3
Conference Agenda
Topics, fields of study and speakers are subject to change
Due to increased interest for this workshop, the AICPA is offering similar content in
two desirable locations – during different seasons. Choose the date/location –
Las Vegas in July or Orlando in November – that best fits your needs.
FIELDS A-ACCOUNTING AU-AUDITING BE-BEHAVIORAL ETHICS BMO-BUSINESS MANAGEMENT & ORGANIZATION
F-FINANCE MAS-MANAGEMENT ADVISORY SERVICES PD-PERSONAL DEVELOPMENT
OF
STUDY: P/HR-PERSONNEL/HR SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX
PRE-CONFERENCE
WORKSHOPS / MONDAY, JULY 19 & WEDNESDAY, NOVEMBER 10
7:00 am - 5:00 pm
7:00 am - 8:30 am
8:00 am - 5:00 pm
Registration and Message Center Open
Continental Breakfast
Full-Day Value-Added Workshop (lunch included) (additional fee)
101 HIGH ROAD CONTROLLERSHIP BEST PRACTICES: TECHNIQUES FOR THRIVING
AS THE LEADER IN THE MIDDLE PD
Ron Rael, High Road Institute, Sammamish, WA (Las Vegas only)
Alan Patterson, Mentoré, East Greenwich, RI (Orlando only)
The controller’s job is both unique and challenging! As a controller, you must find a balance
between the financial and human aspects of the business and your job; yet, your training
mostly prepares you with financial and technical job skills. This session helps to bridge the
gaps in your training, while addressing the human elements of your job. Upon completion,
you will be viewed as a “high road” leader who cares about human performance as much
as financial success. Some topics covered include:
• How to turn accounts receivable into a profit center
• How to keep yourself out of jail by being a better risk manager
• How to ensure your employee’s behavior is ethical and appropriate
• How to synchronize the organization as the leader in the middle
• And much, much more!
Half-Day Value-Added Workshops (additional fee)
102 PRESENTING EFFECTIVELY IN ANY SITUATION PD
Greg Richardson, Goodman & Company, Newport News, VA
Presentation and communication skills needed for diverse situations and environmental
factors can be essential to supporting success in today’s workplace. Participants learn about
adult learning theory and how to maintain a high degree of authenticity while connecting and
communicating with any audience. A variety of speaking techniques and presentation tools are
discussed/demonstrated, as the anatomy of great presentations is dissected. This is a content
rich workshop. Key components:
• Become more comfortable developing and delivering material based on your expertise
• Know the essential components and techniques of any effective presentation
• Gain insights into other people’s methods for creating memorable events
• Understand some classic pitfalls that can detract or even obscure a presentation
• Learn methods and options to help set up optimum learning environments
• Explore a variety of presentation environments, tools, resources and interactive techniques
103 EXCEL FOR ACCOUNTANTS – BEST UNKNOWN FEATURES SKA
Will Fleenor, K2 Enterprises, Hammond, LA
Many accountants who use Excel daily and even consider themselves advanced users are
usually not aware of some of its most powerful features. Unless you are using all of the
following features, you may be missing out on some of Excel’s best tools: Custom Views,
Precision as Displayed, Solver, Scenario Manager, Defined Names, Templates, Form Controls,
User Defined Functions, and many more. With Excel being the “accountant’s tool of choice,”
you really cannot afford to miss this opportunity to learn about some of Excel’s best features,
and become more productive.
• Eliminate all rounding errors with the flip of a switch
• Working with live accounting data from inside Excel
• Automate the process of updating spreadsheet data
• And much, much more
8:00 am - 12:00 pm
Select One
Concurrent
Session
4
Register by 6/5/10 (Las Vegas), 9/27/10 (Orlando) SAVE $75!
AICPA Controllers Workshop West and East
1:00 pm - 5:00 pm
Select One
Concurrent
Session
Half-Day Value-Added Workshops (additional fee)
104 IFRS UPDATE A
Paul Munter, KPMG LLP, New York, NY
This session will discuss the current status of potential adoption of IFRS in the U.S., the
standard setting agenda and potential changes in IFRS, and provide an overview of common
differences between IFRS and U.S. GAAP. In particular, this session will include discussion of:
• SEC IFRS Work Plan
• IASB/FASB Memorandum of Understanding and update on current status of
convergence projects
• IFRS framework and IASB approach to standard setting and interpretive guidance
• Common differences between IFRS and U.S. GAAP, including revenue recognition, inventory,
property plant and equipment, impairment of nonfinancial assets, share-based payment,
consolidation policy, provisions and contingencies
105 LET’S GET REAL – MANAGING YOUR CAREER IS CENTRAL TO THE QUALITY
OF YOUR LIFE PD
Greg Richardson, Goodman & Company, Newport News, VA
Few people believe they get enough time away from work, because the reality is most of our
waking hours are devoted to our jobs. This session will spotlight 10 important factors that
have the power to influence the quality, credibility and sense of fulfillment associated with
your chosen career. Key components:
• Identify and distinguish various factors underlying career success and fulfillment
• Prioritize any areas that may deserve your attention and begin the “enhancement” process
• Become more acutely aware of classic career busters and employ some counter agents
• Develop a more assertive pattern of career planning, positioning and “control”
• Internalize and personalize the connection between quality of career and quality of life
MAIN CONFERENCE TUESDAY, JULY 20 & THURSDAY, NOVEMBER 11 / DAY ONE
7:00 am - 6:00 pm
7:00 am - 8:00 am
8:00 am - 8:10 am
8:10 am - 9:00 am
9:05 am - 10:45 am
Select One
Concurrent
Session
Registration and Message Center Open
Continental Breakfast
Welcome and Introduction
Keynote Presentation
1 MANAGING IN AN UNCERTAIN WORLD MAS
David Axson, Sonax Group Inc., Akron, OH
The uncertainty and volatility of the last three years has caused many business leaders to look
to the finance and accounting teams for insight and guidance on how to effectively manage
in a turbulent world. For many, this means challenging the accepted norms around financial
reporting, budgeting and forecasting while adding new skills in areas such as enterprise
risk management and scenario planning. In this session, David will describe the new set of
management best practices that finance and accounting professionals are deploying to:
• Develop meaningful plans and budgets
• Effectively analyze risk
• Restore credibility to forecasts
• Deliver insight on the drivers of current and future performance
Concurrent Sessions
2 STATE & LOCAL TAX OPPORTUNITIES AND CHALLENGES (repeated in #15) T
Curtis Ruppal, Plante & Moran, PLLC, Grand Rapids, MI
Robert Woolley, Plante & Moran, PLLC, Columbus, OH
The focus of this session is state and local taxes in a multistate environment, including the
interplay of filing in states with different tax structures and rules in the areas of net income,
franchise, and gross receipts. Opportunities and traps are explored with examples. Trends in
sales and use taxes will also be reviewed.
For more information
CALL 888.777.7077
VISIT www.cpa2biz.com
5
Conference Agenda
FIELDS A-ACCOUNTING AU-AUDITING BE-BEHAVIORAL ETHICS BMO-BUSINESS MANAGEMENT & ORGANIZATION
F-FINANCE MAS-MANAGEMENT ADVISORY SERVICES PD-PERSONAL DEVELOPMENT
OF
STUDY: P/HR-PERSONNEL/HR SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX
9:05 am - 10:45 am
Select One
Concurrent
Session
(continued)
6
3 UNDERSTANDING HOW TO MOVE BEYOND BUDGETING TO CONTINUOUS
PLANNING AND ADAPTIVE CONTROL (repeated in #16) F
Steve Player, The Player Group/Beyond Budgeting Round Table, Dallas, TX
Have you ever found yourself trapped by annual budgeting? Do you wish that you could end the
recurring nightmare that surrounds annual budgeting? If so, then this session is just what you
need to help end that nightmare.
This presentation will explain the budgeting process and review how your organization can
break free from traditional budgeting, which in turn allows your organization to move towards
continuous planning and adaptive control. Attendees will also learn from some of the best-inclass organizations, like American Express, Guardian Industries, Millipore Corporation and
Park Nicollet Health Services. See how these organizations have managed to leapfrog past
the competition by using continuous planning and adaptive control processes. In short,
attendees will learn:
• About the seven problems with traditional budgeting
• About the formula for successful change
• How best-in-class organizations have implemented continuous planning and adaptive control
4 ACHIEVING EXCELLENCE IN COST MANAGEMENT – RESOURCE CONSUMPTION
ACCOUNTING (repeated in #17) MAS
Larry R. White, Resource Consumption Accounting Institute, Suffolk, VA
Cost management is more challenging than most financial managers care to admit.
Operations managers don’t relate to accounting information; special studies or analyses are
required for many decisions; cost control initiatives often result in unintended consequences
due to misaligned information and incentives; and many more issues. Resource Consumption
Accounting is based on foundational principles for management accounting and decision
science focused on linking operations to finance, and supporting the internal decision making
needs of managers and employees to create value inside organizations. Learn:
• Key foundational principles of costing for managerial decision making
• Common decision making errors from poor cost information
• Principle based techniques to improve operational cost modeling
• Techniques to create a cost model to support continuous planning and adaptive control
• To improve marginal cost and profit information along multiple dimensions –
product, customer, etc.
5 IFRS: COMING TO AMERICA – IT’S MORE THAN JUST AN ACCOUNTING CHANGE!
(repeated in #18) SKA
William F. O’Brien, Santa Clara University, Santa Clara, CA
Most financial professionals are aware of the pending adoption of International Financial
Reporting Standards (IFRS) in the U.S. Many of these executives and managers, however, are
not fully knowledgeable of the enterprise-wide business transformation that this change will
represent. In addition, most financial statement users are not aware that, independent of IFRS
adoption, the form and content of the primary financial statements is likely to change as a
result of the FASB-IASB convergence process. Both of these pending events are expected to
occur within the next 3-5 years. That might sound like an eternity, but, in the 24/7 business
environment in which we operate, it is simply a moment in time.
This entertaining and interactive session will help you prepare for the inevitable by:
• Exploring the impact of the proposed converged financial statement format changes
• Introducing 10 business issues inherent in the IFRS adoption process
• Highlighting 10 adoption action items for you to consider TODAY
• Giving you the opportunity to hear IFRS adoption preparation efforts from both large
and small companies
Register by 6/5/10 (Las Vegas), 9/27/10 (Orlando) SAVE $75!
AICPA Controllers Workshop West and East
9:05 am - 10:45 am
Select One
Concurrent
Session
(continued)
10:45 am - 11:05 am
11:05 am - 11:55 am
Select One
Concurrent
Session
11:55 am - 12:55 pm
12:55 pm - 1:45 pm
Select One
Concurrent
Session
S1 XBRL: GIVING FINANCE A NEW LANGUAGE SKA
Jeff Henson, Jefferson Wells, Dallas, TX
U.S. filers are in the midst of implementing the SEC’s interactive data (XBRL) filing requirements.
Many companies have learned that the effort to tag footnotes in detail is greater than expected
and that core technologies are still evolving. During this session you’ll learn from both real-life case
studies of XBRL filers and through the exchange of ideas with others going through this effort.
• Identify actions that will sustain your tagging initiatives through appropriate change control
• Implement detailed footnote tagging best practices
• Establish an initial XBRL program – giving consideration to resource requirements, tagging
tools and internal controls
• Leverage your tagging efforts to facilitate on-going consolidation and closing
process improvements
Refreshment Break and Vendor Display
Concurrent Sessions
Networking with a “purpose” – Join these interactive peer group discussions. A fostering
atmosphere will allow you to speak openly about challenging business issues and help take
a pulse on today’s economic environment.
6 HOW CAN WE HELP EACH OTHER PD
Make professional networks work for you and your organizational needs.
7 CAN I SQUEEZE IN? PD
Career development – how did you get there?
8 BEST PRACTICES PD
How has your organization changed during this recession – ideas for re-adjusting to
a new growing economy.
9 GROWING, GROWING & GROWING PD
Emerging businesses – doing something unique – please share.
Lunch
Concurrent Sessions
10 FASB UPDATE (repeated in #19) A
Paul Munter, KPMG LLP, New York, NY
The session will address recent FASB standard setting activities including:
• Consolidation of variable interest entities
• Codification of U.S. GAAP
• Subsequent events
• Goodwill impairment
• Changes in ownership interest of a subsidiary or business
• Status of projects covered by the IASB/FASB Memorandum of Understanding including
consolidation, financial instruments, financial statement presentation, revenue recognition, leases
11 POWERPOINT 2007 – NEW FEATURES AND PRODUCTIVITY TIPS
(repeated in #20) SKA
Will Fleenor, K2 Enterprises, Hammond, LA
To be heard in the sea of “death by PowerPoint” presentations many of us regularly face, you
need not only solid content but also “effective communication.” Used poorly, PowerPoint can
be an obstacle to effective communication; used properly, it can be very helpful. Attend this
session to learn about the new, easy-to-use tools in PowerPoint 2007 that will make your
presentations more effective in communicating your message.
• Learning when to use animations and transitions and when to avoid them
• Building multiple slide shows from the same slide deck
• Creating effective charts and graphs in PowerPoint
• Incorporating audio and video into a PowerPoint presentation
Covering more than just the features – this session provides guidance on how to use them
to do a better job of getting your message out.
An Eco-Friendly and
Paperless Initiative
In an effort to be more environmentally friendly, cost conscious
and forward-thinking, AICPA Meetings & Conferences is offering
participants access to conference materials via a speaker
materials website in advance of the conference.
*Conference manuals with session outlines
will not be provided onsite
For more information
CALL 888.777.7077
BENEFITS JUST
FOR ATTENDEES!
*Be sure to supply a valid email address when
registering. Instructions to access the speaker materials
[www.AICPAConferenceMaterials.com] are distributed via email
approximately two weeks prior to the start of the conference.
Also, add [email protected] to your safe sender list.
VISIT www.cpa2biz.com
7
Conference Agenda
FIELDS A-ACCOUNTING AU-AUDITING BE-BEHAVIORAL ETHICS BMO-BUSINESS MANAGEMENT & ORGANIZATION
F-FINANCE MAS-MANAGEMENT ADVISORY SERVICES PD-PERSONAL DEVELOPMENT
OF
STUDY: P/HR-PERSONNEL/HR SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX
12:55 pm - 1:45 pm
Select One
Concurrent
Session
(continued)
1:50 pm - 3:30 pm
Select One
Concurrent
Session
12 SUSTAINABLE COST REDUCTION (repeated in #21) MAS
Michael Lannie, PricewaterhouseCoopers, LLP, Boston, MA
Traditionally, companies were pressured to cut costs in the short term without fully considering
sustainable change, the impact on their people, or alignment with the overall business strategy.
These efforts typically began with soliciting cost reduction opportunities from department heads
and ended with under-performing results, poor spend control, and longer lasting harm to the
organization. In many cases, the cost savings achieved in the short term eventually leaked away
and the cost base returned to the previous high levels, but with considerable damage to the
corporate structure, image, culture, and morale. Today’s leading edge companies are looking
beyond the short term as a means of eliminating and controlling costs through sustainable
change. In this course, we will cover the following:
• The Sustainable Cost Reduction Journey
• Value Achieved through Sustainable Cost Reduction
13 BUSINESS ETHICS – JUST DO THE RIGHT THING!!! (repeated in #22) BE
JoAnn McGee, Louisiana State University in Shreveport, Shreveport, LA
There are numerous definitions of ethics. For our purpose, business ethics is defined as
“just do the right thing”! The session will include a discussion of:
• The need for ethics in business
• Examples of bad ethics
• Promoting ethics through the use of a Code of Ethics
14 THE CLOUD FINANCIALS ADVANTAGE: INCREASE REAL-TIME VISIBILITY WHILE
LOWERING TOTAL COST OF OWNERSHIP (TCO) BMO
Marc Linden, Intacct, San Jose, CA
Adrienne Uy, 3Tier, Seattle, WA
On-premise software becomes increasingly expensive, cumbersome and risky as organizations
grow in size and complexity – but it is no longer the only option. Join this interactive session
and hear stories from finance professionals who have adopted cloud financials/Software as
a Service (SaaS) technologies for financial management, accounting and more. Corporate
Controller, Adrienne Uy will share her story about what it was like before and after cloud
financials, and how she was able to improve financial consolidation across 5 global business
entities, reduce her consolidated closing process by five days – all while delivering improved
real-time business visibility to her executive team. CFO, Marc Linden will then break down the
numbers and talk about the real ROI and lower TCO he has seen by running Intacct’s entire IT
infrastructure in the cloud. You’ll gain:
• A better understanding of cloud financials and moving from on-premise to the cloud – told by
people who have done it and experienced real results
• The benefits you can expect to see by moving to the cloud, including real ROI and lower TCO,
as well as business benefits such as improved financial controls, faster close times, and
improved business visibility
Concurrent Sessions
15 STATE & LOCAL TAX OPPORTUNITIES AND CHALLENGES (repeat of #2) T
16 UNDERSTANDING HOW TO MOVE BEYOND BUDGETING TO CONTINUOUS
PLANNING AND ADAPTIVE CONTROL (repeat of #3) F
17 ACHIEVING EXCELLENCE IN COST MANAGEMENT – RESOURCE CONSUMPTION
ACCOUNTING (repeat of #4) MAS
18 IFRS: COMING TO AMERICA – IT’S MORE THAN JUST AN ACCOUNTING CHANGE!
(repeat of #5) SKA
LAS VEGAS
The Bellagio is a AAA Five-Diamond hotel that provides a serene retreat in the center
of exciting Las Vegas. With award-winning restaurants, spa services, a shopping
promenade, casino and world-class entertainment, this picturesque hotel offers
everything you could want after your business day to network with friends
and colleagues.
8
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AICPA Controllers Workshop West and East
1:50 pm - 3:30 pm
Select One
Concurrent
Session
(continued)
3:30 pm - 3:50 pm
3:50 pm - 4:40 pm
Select One
Concurrent
Session
4:45 pm - 5:35 pm
5:35 pm - 6:35 pm
S2 APPLICATION REQUIREMENTS FOR ROLLING FORECASTS MAS
Rand Heer, Alight, Placerville, CA
Ben Lamorte, Alight, Placerville, CA
Learn the key challenges to implementing a rolling forecast and moving to continuous planning.
Challenges for implementing rolling forecasts often boil down to how well your planning
software handles three critical processes: scenario analysis, driver-based planning, and
integrating actuals. This fast paced presentation will explore how robust functionality in scenario
analysis, driver-based planning, and integration of actuals will help you implement a true rolling
forecast process. Using customer case studies, along with current forecasting theory and best
practices, will highlight three critical requirements for effective rolling forecasts:
• Analyses for establishing “what if” scenarios and exploring alternative decisions or actions
in real time to understand possible outcomes
• Driver-based planning where financial forecasts are driven by operational assumptions
about the business
• Integrated actuals where imported actuals data are modeled to provide visibility into
operational and financial trends for forecasting purposes
Refreshment Break and Vendor Display
Concurrent Sessions
19 FASB UPDATE (repeat of #10) A
20 POWERPOINT 2007 – NEW FEATURES AND PRODUCTIVITY TIPS (repeat of #11) SKA
21 SUSTAINABLE COST REDUCTION (repeat of #12) MAS
22 BUSINESS ETHICS – JUST DO THE RIGHT THING!!! (repeat of #13) BE
S3 TAX ACCOUNTING & TECHNOLOGY: THOUGHT-PROVOKING TRENDS FOR THE
CORPORATE CONTROLLER T
Marc Seewald, Longview Solutions, Conshohocken, PA
Technology adoption in the corporate finance function has come a long way over the last 20
years. Throughout this period we have seen significant gains in the way organizations collect,
report, and ultimately make critical business decisions. Until recently the tax function has been
left out of this revolution. The same tools that had been leveraged by finance are now making
their way into the corporate income tax reporting function, and companies are experiencing the
many benefits of having a single version of financial truth.
This session will discuss five trends every controller should be aware of, particularly
if responsible for or involved in the tax reporting process.
General Session
23 SOCIAL MEDIA 101 PD
Joe Oringel, Visual Risk IQ, Charlotte, NC
The session will provide an overview of social media (e.g., LinkedIn, Twitter, Blog, and
Facebook) with specific applications for business and finance. It will include practical usage
guidance for key activities that finance executives are responsible for, including research, hiring,
and risk management. Additionally, the session will discuss some of the challenges that create
a need for effective governance and oversight of social media. It will conclude with policy issues
and recommendations that should be considered at both private and public companies.
Welcome Reception
ORLANDO
The Hyatt Regency Grand Cypress offers an outstanding array of resort amenities,
including exceptionally fine restaurants, golf, and luxury pool. Situated near the many
world-class Orlando theme parks, it’s an ideal location for daily business sessions
and networking afterwards with friends and new contacts.
For more information
CALL 888.777.7077
VISIT www.cpa2biz.com
9
Conference Agenda
FIELDS A-ACCOUNTING AU-AUDITING BE-BEHAVIORAL ETHICS BMO-BUSINESS MANAGEMENT & ORGANIZATION
OF
F-FINANCE MAS-MANAGEMENT ADVISORY SERVICES PD-PERSONAL DEVELOPMENT
STUDY: P/HR-PERSONNEL/HR SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX
MAIN CONFERENCE WEDNESDAY, JULY 21 & FRIDAY, NOVEMBER 12 / DAY TWO
7:00 am - 5:05 pm
7:00 am - 8:00 am
7:00 am - 7:50 am
Select One
Concurrent
Session
10
Registration and Message Center Open
Continental Breakfast
Early Riser Sessions
24 WORKING WITH YOUR CONTROLLER TO ENSURE THAT OPERATIONAL
EXCELLENCE GENERATES VALUE (repeated in #46) BMO
Wes Waldo, BMGI North America Corporation, Longmont, CO (Las Vegas only)
Kristin Parshay, RubinBrown, LLP, St. Louis, MO
Mike Lewis, RubinBrown, LLP, Clayton, MO (Orlando only)
The role of the accounting function in any organization is to provide timely, accurate and relevant
information to internal and external stakeholders. As an organization transitions from traditional
operational systems to a lean environment, the accounting practices are generally slow to follow.
While performance excellence concepts increase operational efficiency and customer satisfaction,
these gains are often hard to represent in bottom line P&L savings. Key decision makers are often
given confusing and contradictory information when evaluating performance excellence efforts.
One way your accounting function can provide maximum value to the organization is by helping
to answer the following questions:
• Do the cost savings identified during process improvement projects result in true
bottom-line growth?
• Does the accounting group understand how existing metrics affect profit? Can they quantify
the relative magnitude of each metric on cash flow? Is this understanding effectively
communicated to management?
• Does your operations group understand how existing financial reports can be used to impact
their daily responsibilities? Are your financial reports aligned with performance excellence
efforts in manufacturing and in the supply chain?
• Is an objective of the accounting group to provide management with the information to
effectively, efficiently and safely minimize on-hand inventory and increase liquidity?
At some point in every journey for operational excellence, companies ask their finance team
“How are we accounting for value creation?” In this session, the presenters will walk you
through practical case studies to help you answer questions on how the finance team can
identify and validate the financial benefits of an operational excellence program, and how the
creation and use of value stream P&Ls as a straightforward format can lead to understanding
real costs associated with value creation.
25 RETAINING TOP TALENT (repeated in #47) P/HR
David Barletta, Practice Resources, LLC, Syracuse, NY
One of the biggest challenges we face as managers is employing motivational techniques that
build wholehearted commitment to operating excellence and encourage winning attitudes among
employees. If you want to retain your organization’s top talent, it becomes crucial to develop and
maintain a strategy that will keep your employees satisfied and focused on delivering results.
Paying them well won’t be enough to keep them from looking elsewhere. This session will focus
on how to retain top talent by exercising strong leadership, hiring wisely, treating your staff well
through a series of monetary and non-monetary rewards, and keeping them challenged.
• Why we lose top talent
• How to gain sustained energetic commitment from employees
• What a satisfied workforce will do for your bottom line
• What employees really want in their work environment
• Why timely and constructive feedback makes a difference in employee morale
• The effect non-monetary rewards can have across all levels of the organization
26 HEALTHCARE TRENDS (repeated in #48) P/HR
Matthew Cowles, UnitedHealth Group, Hartford, CT
Ever wonder what other companies are doing to control costs and improve employee health?
This session will cover current employer strategies used in the marketplace to help reduce
costs and improve employee health. Topics include:
• Cost trends
• Cost controlling strategies
• Impact of health & productivity programs
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7:00 am - 7:50 am
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(continued)
8:00 am - 8:10 am
8:10 am - 9:00 am
9:00 am - 9:50 am
9:55 am - 10:45 am
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Concurrent
Session
27 SHOW ME THE MONEY (repeated in #49) SKA
F. Cole Lollar, Citizens National Bank, Bossier City, LA
We are living in interesting and uncertain times! Government policies, economic variables and
market issues have caused a dilemma for the businessman and the banker. In this session,
we will discuss:
• Economic factors
• Underwriting
• Maximizing leverage
• Relationships
Announcements and Introduction
General Session
28 THE U.S. AND CALIFORNIA ECONOMIC OUTLOOK (Las Vegas only) SKA
Esmael Adibi, Chapman University, Orange, CA
Dr. Adibi will discuss the current shape of national and state economies, and present the
forecast for 2010. The presentation will explore the role of monetary and fiscal policies in
stimulating the national economy and provide answers to the following questions:
• What will happen to interest rates?
• What is the outlook for the job market?
• Will the Federal Reserve and governmental intervention stabilize credit and housing markets?
• Is the economy headed for a double-dip recession?
• California residential market – are we at the bottom?
• What is the outlook for the commercial real estate market?
28 A MACRO ECONOMIC OUTLOOK FOR 2010 AND BEYOND: RESHAPING THE
INVESTMENT LANDSCAPE (Orlando only) SKA
Mark W. Yusko, Morgan Creek Capital Management, LLC, Chapel Hill, NC
Given the high levels of uncertainty, developing a “market outlook” is a tricky business today,
so it is more important than ever to spend the time and resources to gather as much
intelligence as possible, and synthesize the data to draw some basic sight lines to begin
to move ahead through the fog. We are cautious about the near term and see real risks in
valuations, growth expectations, profitability forecasts and liquidity; so it is important to remain
more hedged than normal across most segments of your portfolio. In this presentation CEO/
CIO Mark Yusko will address the major challenges that investors and businesses will face in
the future, covering growth, economic stability, and the search for alpha in their returns. He will
share his current observations of the marketplace, discuss what his best long and short term
investment ideas are going forward, and which strategies to avoid.
General Session
29 NAVIGATING HEALTH CARE REFORM P/HR
Brian Thompson, UnitedHealthcare, Edina, MN (Las Vegas only)
Jim Bedard, UnitedHealthcare, Hartford, CT (Orlando only)
Have you been following health care reform…closely? This session will go over the timeline
of events, the key impact items from the new legislation, and some relevant and important
considerations for your role and business.
Concurrent Sessions
30 INTERNAL CONTROLS AFFECT EVERYONE’S BUSINESS (repeated in #42) AU
Scott Auer, Praeses, LLC, Shreveport, LA
This session will discuss why internal control is everyone’s business. What are the objectives of
internal controls? Why is internal control everyone’s business? This session will offer examples
and look at what others are doing.
31 PRIVATE COMPANY FINANCIAL REPORTING UPDATE (repeated in #39) A
Mary Anne Lawrence, Key Corporation, Cleveland, OH
Private company financial reporting is on the agenda again with the 12/17/2009 announcement
on the creation of a blue ribbon panel by the Financial Accounting Foundation, AICPA and
NASBA to make recommendations that address the relevance of today’s accounting standards
for reporting entities that do not file with the SEC. This session will update you on the latest
changes and proposals in the private company arena by one of the founding and current
members of the Private Company Financial Reporting Committee, instrumental in getting the
ball moving on this important issue.
• Proposed new accounting standards and how they will affect private company accounting
• Why you need to know about IFRS – did you know you could be using IFRS for SMEs?
• Proposed changes in statement presentation even if there are no changes in private
company reporting
• Update on any proposed changes
For more information
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Conference Agenda
FIELDS A-ACCOUNTING AU-AUDITING BE-BEHAVIORAL ETHICS BMO-BUSINESS MANAGEMENT & ORGANIZATION
OF
F-FINANCE MAS-MANAGEMENT ADVISORY SERVICES PD-PERSONAL DEVELOPMENT
STUDY: P/HR-PERSONNEL/HR SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX
9:55 am - 10:45 am
Select One
Concurrent
Session
(continued)
10:45 am - 11:05 am
11:05 am - 11:55 am
Select One
Concurrent
Session
12
32 CASH MANAGEMENT STRATEGIES DURING ECONOMIC TURMOIL
(repeated in #40) SKA
Don Reilly, Reilly Hotel Investors, LLC, Miami, FL
This session will include the following:
• Discussions of the recent failures of a number of organizations which were not able
to overcome the cash flow crisis that they faced
• Provide the accounting managers with examples of such failures and the reason
management did not identify and address this critical issue
• Review the timing differences in cash receipts and expenditures versus the revenues
and expenses; evaluate the cash flow of an organization based on its historical results
• Develop a model that will provide competent and informative data to management at
various activity levels so that your organization can avoid the same fate
33 COMPENSATION TRENDS FOR THE SENIOR EXECUTIVE (repeated in #41) P/HR
Brian Dunn, McLagan, Stamford, CT (Las Vegas only)
Chuck Yen, Grant Thorton, Chicago, IL (Orlando only)
As the economy shifts and the legislature, regulators and shareholders respond, the design and
implementation of executive compensation undergoes continual change. Learn the emerging
best practices and the current reactions to the changing landscape in this session with a
focus on:
• The significant issues affecting compensation today
• Shareholder activism in the executive compensation arena
• Changes in SEC disclosure rules
• Changes in the legal, regulatory and political landscape
• Trends in governance practices
S4 EQUITY COMPENSATION VALUATION: BEST PRACTICES, MODEL SELECTION,
ASSUMPTION DEVELOPMENT, SUCCESS IN EXTERNAL AUDIT SKA
Takis Makridis, Equity Methods, Scottsdale, AZ (Las Vegas only)
Four years after the adoption date of Accounting Standards Codification Topic 718 (ASC Topic
718, previously SFAS 123R), numerous challenges continue to plague companies relating to the
application of fair value measurement techniques. The continuing growth in performance-based
pay creates particularly acute valuation requirements given how standard option-pricing models
are typically ill-suited; this is compounded by the fact that these awards are typically issued to
senior executives in large quantities. Even in plain vanilla cases, the selection of an appropriate
option-pricing model, careful development of the key input assumptions, and defense of this
process to the external audit team can be nontrivial. This session will provide an overview
of best practices and common risk areas that financial executives should consider when
developing equity compensation valuations.
Refreshment Break
Concurrent Sessions
34 CALLING IN THE FORENSIC ACCOUNTANT: WHEN AND WHY (repeated in #38) AU
JoAnn McGee, Louisiana State University in Shreveport, Shreveport, LA
Auditors, whether they are internal or external, often encounter situations where they suspect
the existence of fraud. However, these auditors are not formally trained as fraud examiners or
as forensic accountants. Therefore, they could easily find themselves in a situation where they
require the expertise of one of these professionals. This session will focus on when and why
the internal or external auditor should call in the forensic accountant and includes:
• The difference between the auditor and the forensic accountant
• When to contact the forensic accountant
• Working with the forensic accountant
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11:05 am - 11:55 am
Select One
Concurrent
Session
(continued)
11:55 am - 1:10 pm
1:15 pm - 2:05 pm
Select One
Concurrent Session
35 The Changing Risk Management Needs of the CFO (repeated in #43) mas
Robert Torok, IBM Global Business Services, Toronto, Ontario, Canada
IBM recently released the results of its 2010 CFO survey of some 1,900 CFOs and other senior
financial executives. The results showed a significant evolution in the needs of the CFO with
regard to risk management, and the information required to better manage risk and deliver
stakeholder value. This session will present the results of that study with a specific focus on risk
management, and provide unique insights into the value that members of the finance team can
deliver for their organizations. This will be of particular interest to risk managers and executives,
advisors to CFOs, and finance managers looking to provide unique ideas and perspectives to
their leadership. Specific points covered will include:
• The concerns and needs of CFOs and how these have changed over the years
• The importance of risk management to CFOs and what they fear about risk
• What’s missing to better manage risk through the finance team
• What happened is not enough; CFOs need to know why – the role of financial analytics
36 Organizational Skills (repeated in #44) pd
Frances Livesay, Organize It!, Germantown, TN
When you walk into the office does your blood pressure rise? Do you start to feel overwhelmed
just by sitting at your desk? Are you surrounded by mountains of paper? Do emails attack
you every time you turn on the computer? Are there hundreds of unread emails sitting in your
inbox? Do you feel as effective and efficient as you can be when you’re at work? If not, maybe
it is time to get the clutter under control. Frances is a Professional Organizer and specializes
in time management and paper control, and is frequently recommended by therapists to help
clients get their life in control.
• Paper control
• Time management
• Schedules
• Contacts
• Goal setting
37 introduction to the Foreign Corrupt Practices Act (repeated in #45) be
Cindy Matherne Muller, Cal Drive International, Houston, TX
Enforcement of the Foreign Corrupt Practices Act (FCPA) by the Department of Justice and the
SEC continues to increase. The DOJ takes an aggressive stance on the interpretation and reach
of the FCPA, and requires heightened due diligence and internal controls by companies that
have any operations abroad. The discussion will cover the general concepts under the FCPA
as well as key hot button issues which include:
• Recent decisions – fines, penalties and sentences
• Control Person Liability
• Books and records violations
• Suggestions on internal controls
S5 Strategies for Managing Employee Stock Options
(part-1 – Accounting Strategies)
Ramy Taraboulsi, SyncBASE Inc., Toronto, Ontario, Canada
This session will provide the attendees with a comprehensive overview of the current
challenges and principles of accounting for Stock-based Compensation. At the end of the
session, the attendees will be able to identify how to manage the expenses of their stockbased compensation, and the specific intricacies associated with the different types of
equity instruments. A brief comparison between GAAP and IFRS as it relates to Stock-based
Compensation will be provided in the different sections of this presentation. The session will
cover the following topics:
• Why do companies issue employee stock options?
• Expected Life Estimations
• Types of Stock-based Compensation
• Forfeiture Rate Impacts
• Valuation Methods and Key Assumptions
• Impact on EPS
• Expense Attribution and IFRS
• Consultant Options and Liability Instruments
Lunch and AICPA Update ska
Carol Scott, AICPA, Durham, NC
Hear directly from the AICPA’s, VP – Business, Industry & Government, about the profession
and vision for the AICPA members in business and industry.
Concurrent Sessions
38 Calling in the Forensic Accountant: When and Why (repeat of #34) au
39 Private Company Financial Reporting Update (repeat of #31) a
40 Cash Management Strategies During Economic Turmoil
(repeat of #32) ska
For more information
Call 888.777.7077
Visit www.cpa2biz.com
13
Conference Agenda
FIELDS A-ACCOUNTING AU-Auditing BE-Behavioral Ethics BMO-BUSINESS MANAGEMENT & ORGANIZATION
OF F-Finance MAS-MANAGEMENT ADVISORY SERVICES PD-PERSONAL DEVELOPMENT
STUDY: P/HR-PERSONNEL/HR SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX
41 Compensation Trends for the Senior Executive (repeat of #33) p/hr
Concurrent Sessions
42 Internal Controls affect Everyone’s Business (repeat of #30) au
43 The Changing Risk Management Needs of the CFO (repeat of #35) mas
44 Organizational Skills (repeat of #36) pd
45 introduction to the Foreign Corrupt Practices Act (repeat of #37) be
S6 Strategies for Managing Employee Stock Options
(part-2 – Performance Units and Exercises)
Ramy Taraboulsi, SyncBASE Inc., Toronto, Ontario, Canada
This session will provide the attendees with a comprehensive overview of the current HR and
financial benefits, challenges and principles of Stock-based Compensation. In addition to the
HR aspects, accounting for special performance options is also addressed. The principles of
variable accounting associated with performance options and liability instruments are also
addressed in this session. At the end of this session, the attendees will be able to design a
new stock-based compensation performance plan that will align the objectives of the employee
with the objectives of the company, and to identify the methods of accounting for this plan. The
session will cover the following topics:
• Methods of exercising options
• Variable Accounting: When and how do we use them?
• What are Performance Options?
• What are the business benefits of Performance Options?
• Types and Examples of Performance Options
• Methods of Accounting for Performance Options
• Performance Options under IFRS
3:00 pm - 3:20 pm Refreshment Break and Vendor Display
3:20 pm - 4:10 pm
Concurrent Sessions
46 Working with your Controller to Ensure that Operational
Select One
Excellence Generates Value (repeat of #24) bmo
Concurrent
47 Retaining Top Talent (repeat of #25) p/hr
Session
48 Healthcare Trends (repeat of #26) p/hr
49 Show Me the Money (repeat of #27) ska
4:15 pm - 5:05 pmGeneral Session
50 Managing in a Changing World: Understanding Today’s Workforce p/hr
Lonnie Stockwell, Coaches @ Work, LLC, Baton Rouge, LA
Traditionalists, Boomers, Gen X and now Gen Y! Do you see generational differences in your
work environment? Do you have trouble understanding why those in different generations than
yours do what they do and why? Lonnie will share some attributes of the various generations,
ways to improve communications in the workplace, and some things to think about as you
deal with the different generations.
2:10 pm - 3:00 pm
Select One
Concurrent
Session
Steering Committee
Chair
Scott Auer, Praeses, LLC, Shreveport, LA
Members
Matthew Cowles, United Health Group, National Accounts, Hartford, CT
Kathryn Johnson, Los Angeles Newspaper Group Inland Division, San Bernardino, CA
Todd Scaletta, CMA Canada, Mississauga, Ontario, Canada
Matt Waters, Janus Hotels & Resorts, Boca Raton, FL
Lisa L. Zeiter, Visiting Physicians Association, Farmington Hills, MI
aicpa Staff
Stephanie Finn, Conference Logistics, Durham, NC
Kayla Briggs, Competency Champion, Durham, NC
Lisa Gebler, Project Manager, Durham, NC
14
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post-conference workshop / Thursday, July 22 & Saturday, November 13
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201 Enterprise Risk Management for Competitive Advantage mas
Robert Torok, IBM Global Business Services, Toronto, Ontario, Canada
A risk foreseen is half avoided. The foundation of any successful Enterprise Risk Management
(ERM) program is the identification of risks, in the context of an organization’s strategic
objectives, followed by risk analysis, risk assessment, and risk mitigation actions. This workshop
will offer the critical elements to make your organization’s ERM program a success, by
enabling you to see the many risks before they occur, and take action with a more complete
understanding of the implication of those actions across the enterprise. The content will be
brought to life through a short case study which will give participants an opportunity to apply
the skills discussed during the workshop. Results and learning outcomes:
• Perspective on common risks and types of risks • Techniques and tools to identify risks
• Risk assessment and prioritization approaches • Managing correlated and compound risks
• Working across organizational layers and boundaries
• Examples of successful ERM programs
202 Business Valuation Boot camp – Everything You Always Wanted
TO Know About Business Valuation, But Were Afraid to Ask a
Charles Gallman, Grant Thornton, LLP, Charlotte, NC (Las Vegas only)
Ron L. Seigneur, Seigneur Gustafson LLP, Lakewood, CO (Orlando only)
We will uncover the mysteries of valuation, including a discussion of the definitions of value,
the purpose of value, and techniques to estimate value including case studies. There will also
be a special segment on the new and improved financial reporting standards and what
these standards mean to both the determination and interpretation of value.
12:00 pm
Conference Adjourns
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Conference Agenda
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