AICPA National CFO Conference

Attend the AICPA National CFO Conference and learn from expert speakers and fellow practitioners who will share insights and practical examples on how they address the challenges they face now and in the emerging future.  The focus of this conference will be on using and developing appropriate resources, enhancing your leadership skills, and recognizing and managing risks.  There will also be many valuable networking opportunities throughout the conference. 

Sessions feature a diverse group of high-level leaders including:

• David Blackwell, President & CEO, Sustainable Business Development Services, and Former VP & CFO, International Retail Division, Wal-Mart
• Terry Ashwill, former CFO, Carlson Companies & Perot Systems
• James Glassman, Managing Director & Chief Economist, JP Morgan Chase & Co.
• David Greschler, Director of Virtualization & Management Strategy, Microsoft
• Robert J. Zatta, Senior Vice President & Chief Financial Officer, Rockwood Holdings
• Christiane Ohlgart, Project Leader for Global IFRS Roll Out, SAP AG
• Robert Friedrichs, CFO, United Healthcare
• Cynthia Jamison, CFO, National Director of CFO Services, Tatum, LLC
• Steve Winningham, CFO, Lloyds of London
• And other notable speakers

WHO SHOULD ATTEND
CFOs, Controllers, Finance Directors, Executive Directors and other senior managers in Business & Industry

Wednesday, May 12, 2010 – Pre-Conference Workshops & Discussion Sessions

12:00pm – 6:00pm
Registration and Message Center Open

12:50pm – 2:00pm
Pre-Conference Complimentary Solutions Sessions

Solution session titles and speakers to be announced.

2:00pm – 5:00pm
Pre-Conference Workshops (additional fee)
[See Optional Workshops tab]

5:00pm – 6:00pm
Open Forum Discussion:  Imagine the CFO World If ----
Facilitators:  Brad Sparks, CFO, Laredo Oil, Inc., Scottsdale, AZ
Beth Nilsen, CFO, West Yost Associates, Davis, CA
Ralph Bender, CFO, Manship Media, Baton Rouge, LA
Donna Mackenzie,CFO/VP Operations, IZEA – Innovations in Social Media, Orlando, FL
Brenda Morris, CFO, Icicle Seafoods, Seattle, WA

6:00pm – 7:00pm
Welcome Reception – Wine Tasting

Thursday, May 13, 2010 - Main Conference – Day One

6:30am – 6:25pm
Registration and Message Center Open

6:30am – 8:00am 
Continental Breakfast

7:00am – 7:50am 
Early Riser Breakfast Session

ER1 Moving Your Financial Applications to the Cloud
Mark Linden, CFO, Intacct, San Jose, CA

ER2 Bankruptcy 101 - Common Issues, Risks and Defenses for Dealing with Corporate Bankruptcies
Stephen V. Falanga, Esq., Partner, Connell Foley LLP, Roseland, NJ

7:50am – 8:00am
Introductory from Conference Chair

8:00am – 9:00am 
General Session
1  Business Sustainability
David Blackwell, President & CEO, Sustainable Business Development Services, LLC, Rogers, AR

9:05am – 10:05am
General Session
2  CFO Hot Topics
Moderator:  Brad Sparks, CFO, Laredo Oil, Inc., Scottsdale, AZ
Panelists:  Terry Ashwill, Former CFO, Carlson Companies & Perot Systems, La Jolla, CA
Robert J. Zatta, Senior Vice President and Chief Financial Officer, Rockwood Holdings, Inc., Princeton, NJ

10:05am – 10:20am
Refreshment Break & Vendor Display

10:20am – 11:10am
General Session
3  IFRS Implementation in a Global Company – SAP AG
Christian Ohlgart, Head of SAP’s Subsidiary Accounting Team, Corporate Financial Reporting, SAP AG, Walldorf, Germany

11:15am – 12:15pm      
General Session
4  Global Economic Forecast
James Glassman, PhD, Senior Economist, JP Morgan Chase & Co., New York, NY

12:15pm – 1:15pm
Lunch

12:45pm – 1:15pm
Luncheon Presentation
L1        Social Media and the CFO
Donna Mackenzie, CFO & VP Operations, IZEA - Innovations in Social Media, Orlando, FL

1:15pm – 2:15pm         
Concurrent Sessions (Select One)

5  Technical Healthcare Update: Business Impact of New Health Care Legislation    
Moderator:  Ralph Bender, CFO, Manship Media, Baton Rouge, LA
Panelists:  Robert Friedricks, CFO, United Healthcare, Atlanta, GA
Leon A. Golemi, Business Consultant, Benefit Consultants and Administrators, Inc., Covington, LA

6  Entity-Wide Risk Assessment: An ERM Approach -- Case Study at Cree, Inc.
Scott McKay, CPA, CFE, CIA, CISA, CCSA, Director, Corporate Audit, Cree, Inc., Durham, NC
       
2:20pm - 3:35pm  
Concurrent Sessions (Select One)

7  Important New Tax Developments
Gary McBride, Professor, California State University, Danville, CA

8  The Changing Landscape of Banking in Uncertain Times: Know Your Lender
Moderator:  Brenda Morris, CFO, Icicle Seafoods, Tukwila, WA
Panelists:  Steve Winningham, CFO, Lloyds Banking Group, London, UK
Additional Panelists to be announced

3:35pm – 3:50pm 
Refreshment Break & Vendor Display

3:50pm – 5:05pm 
Concurrent Sessions (Select One)

9  Company Stock Valuation Options – Are You Getting What You Need?
Kevin Long, J.D., Certified Specialist in Taxation, Change, Ruthenberg & Long PC, Folsom, CA

10 Workplace Legal Hot Points: What a CFO Needs to Know
S. Lee Terry, Jr., Corporate General Counsel, Davis Graham & Stubbs LLP, Denver, CO

5:15pm – 6:25pm 
General Session
11 Get What You Want with What You’ve Got: Communications
Christine Cashen, MAEd, CSP, Professional Speaker, A Dynamic Speaker, Highland Village, TX

6:25pm – 7:25pm 
Networking Reception

Friday, May 14, 2010 - Main Conference – Day Two

7:00am – 5:15pm 
Registration and Message Center Open

6:50am – 7:50am
Continental Breakfast

7:00am – 7:50am         
Early Riser Breakfast Sessions (Select One)

201       Corporate Scandals - Ethics
Steve Austin, CPA, MBA, Firm Managing Partner, Swenson Advisors, LLP, San Diego, CA

202       IFRS for Small & Medium-Sized Entities
Paul H. Munter, CPA, Partner, KPMG, New York, NY

7:50am – 8:00am 
Chair Remarks

8:00am – 9:00am         
General Session
12 Business Leadership in Uncertain Times
Speaker TBD

9:05am – 10:05am
General Session
   
13 The CFO Role in Managing IT
David Greschler, Director of Virtualization & Management Strategy, Microsoft Corporation, Redmond, WA

10:05am – 10:25am      
Refreshment Break & Vendor Display

10:25am – 11:25am      
General Session
14 CFO Toolkit: Options for Survival in a Volatile Economy
Cynthia Jamison, CFO, CPA, MBA, National Director of CFO Services, Tatum, LLC, Chicago, IL
   
11:30am – 12:30pm
General Session
15 Optimize Your Future: Trends & Implications for CFOs & Their Organizations
Joyce Gioia, President/CEO, The Herman Group, Austin, TX

12:30pm – 1:30pm
Lunch

1:00pm – 1:30pm
Luncheon Presentation
L2        AICPA Update
Paul V. Stahlin, Vice Chair, AICPA Board, and Regional President, Skylands Community Bank, Somerville, NJ

1:30pm – 2:45pm
Concurrent Sessions (Select One)

16 Accounting Trends Update
Paul H. Munter, CPA, Partner, KPMG, New York, NY

17 Negotiation Strategies
William Swedish, MA/ABS, President, Swedish Consulting, Mukilteo, WA
   
2:50pm – 4:05pm
Concurrent Sessions (Select One)

18 Fraud Is On the Rise: How Your Employees Are Cooking Your Books… and More   
John J. Hall, CPA, President, Hall Consulting, Vail, CO

19 The Hard Economics of Soft Skills Development: How to Evaluate ROI
William Swedish, MA/ABS, President, Swedish Consulting, Mukilteo, WA
   
4:05pm – 4:15pm 
Refreshment Break

4:15pm – 5:15pm
General Session

20 Strategic Planning: Critical Role for CFOs
Lawrence M. Bienati, Ph.D., SPHR, CCP, Senior Principal, Consultants to Management, Benicia, CA

5:15pm
Conference Concludes

Hilton La Jolla Torrey Pines
10950 North Torrey Pines Road
La Jolla, CA 92037

Hotel Phone:  858-558-1500
Hotel Reservations:  1-800-HILTONS
Hotel Room Rate:  $225 single/double
Hotel Cutoff Date:  April 13, 2010