AICPA Controllers Workshop
July 17-18, 2008, Bellagio, Las Vegas, NV
Thursday, July 17, 2008 (Las Vegas) – Main Conference, Day One
6:45 AM – 5:50 PM Registration and Message Center Open
6:45 AM – 8:00 AM Continental Breakfast and Vendor Display
8:00 AM – 8:10 AM Welcome & Introduction
8:10 AM – 9:00 AM Keynote Presentation
- What’s your Performance Signature? Identifying the Unique Performance Characteristics of Your Business
David Axson, Sonax Group, Akron, OH
9:00 AM – 9:10 AM Change Break
9:10 AM – 10:00 AM General Session
- Emerging Trends in Management Accounting - Panel
David Crawford, VANOC - Vancouver Organizing Committee for the 2010 Olympic and Paralympic Winter Games, Vancouver, British Columbia, Canada
Jean Cunningham, Jean Cunningham Consulting, Arlington Heights, IL
Bob Paladino, Bob Paladino & Associates, LLC, Pittsburgh, PA
10:00 AM – 10:10 AM Change Break
10:10 AM – 11:00 AM Concurrent Sessions (Select one)
- Document and E-Mail Retention Policies and the Supreme Court Rules Governing Electronic Discovery (Repeated in Session 28)
William Belt, Williams Mullen, Richmond, VA
- Lean Accounting: The Switch from Batch to Flow (Repeated in Session 9)
Jean Cunningham, Jean Cunningham Consulting, Arlington Heights, IL (Las Vegas only)
Orest Fiume, The Wiremold Company (retired), Arlington, VA (Orlando only)
- Finance As A Business Partner (Repeated in Session 10)
Glen LeBlanc, Bell Aliant Regional Communications, Halifax, Nova Scotia, Canada
- The Balanced Scorecard and Corporate Responsibility: How to Align Value for Profit (Repeated in Session 11)
David Crawford, VANOC - Vancouver Organizing Committee for the 2010 Olympic and Paralympic Winter Games, Vancouver, British Columbia, Canada
Todd Scaletta, Scoperta Solutions Inc., Winnipeg, Manitoba, Canada
- FASB Update (Repeated in Session 12)
Bob Dohrer, McGladrey & Pullen, LLP, Bloomington, MN
11:00 AM – 11:10 AM Change Break
11:10 AM – 12:00 PM Concurrent Sessions (Select one)
- Performance Management: 5 Key Principals
Bob Paladino, Bob Paladino & Associates, LLC, Pittsburgh, PA
- Lean Accounting: The Switch from Batch to Flow (Repeat of Session 4)
- Finance As A Business Partner (Repeat of Session 5)
- The Balanced Scorecard and Corporate Responsibility: How to Align Value for Profit (Repeat of Session 6)
- FASB Update (Repeat of Session 7)
12:00 PM – 1:30 PM
- L1 AICPA Update (Las Vegas Only)
- L1 AICPA Business & Industry Hall of Fame Award sponsored by Spherion (Orlando Only)
1:30 PM – 1:40 PM Change Break
1:40 PM – 3:20 PM Concurrent Sessions (Select One)
- Process Based Management (Repeated in Session 18)
Jerry Stevens, Consortium for Advanced Management – International (CAM-I), Durham, NC
- Operational Analysis and Enterprise Risk Management: Heads up for Mid-Cap Fraud (Repeated in Session 19)
Bill O’Brien, Santa Clara University, San Jose, CA
- Performance Metrics (Repeated in Session 20)
Bob Paladino, Bob Paladino & Associates, LLC, Pittsburgh, PA
- Ethical Challenges for Controllers (Repeated in Session 21)
Joan Pastor, JPA International, Inc., Oceanside, CA
- Excel 2007 – Best Features for Accountants (Repeated in Session 22)
Val Steed, K2 Enterprises, Hammond, LA (Las Vegas only)
Will Fleenor, K2 Enterprises, Hammond, LA (Orlando only)
3:20 PM – 3:35 PM Afternoon Break
3:35 PM - 5:15 PM Concurrent Sessions (Select One)
- Process Based Management (Repeat of Session 13)
- Operational Analysis and Enterprise Risk Management: Heads up for Mid-Cap Fraud (Repeat of Session 14)
- Performance Metrics (Repeat of Session 15)
- Ethical Challenges for Controllers (Repeat of Session 16)
- Excel 2007 – Best Features for Accountants (Repeat of Session 17)
5:15 PM – 5:25 PM Change Break
5:25 PM – 6:15 PM Concurrent Sessions (Select One)
- Usergroup 1 - Microsoft Dynamics GP (Great Plains)
- Usergroup 2 - Microsoft Dynamics NAV (Navision)
- Usergroup 3 - Sage Software
- Reclaim Your Life Using Microsoft Outlook
Val Steed, K2 Enterprises, Hammond, LA (Las Vegas only)
Will Fleenor, K2 Enterprises, Hammond, LA (Orlando only)
6:00 PM – 7:30 PM Reception
Friday, July 18, 2008 (Las Vegas) – Main Conference, Day Two
7:00 AM – 5:00 PM Registration and Message Center Open
7:00 AM – 8:00 AM Continental Breakfast
7:00 AM – 7:50 AM Early Riser Sessions
- Private Company Financial Reporting Initiative Update
Mary Anne Lawrence, Key Corporation, Cleveland, OH
- Document and E-Mail Retention Policies and the Supreme Court Rules Governing Electronic Discovery (Repeat of Session 3)
- Business Continuity & Recovery Planning and Internet Connectivity Dependency (Repeated in Session 34)
David Ford, Rodefer Moss & Co, PLLC, Brentwood, TN
- IFRS Update (Repeated in Session 39)
Bob Dohrer, McGladrey & Pullen, LLP, Bloomington, MN
7:50 AM – 8:00 AM Change Break
8:00 AM – 8:10 AM Welcome and Introduction
8:10 AM – 9:00 AM Keynote Presentation (Las Vegas)
- Flirting with Recession: Housing Collapse, Financial Stress and the Economy
Peter Kretzmer, Bank of America, New York, NY
Keynote Presentation (Orlando), Economic and Market Outlook - 2009 and Beyond
William Greiner, UMB Bank, Kansas City, MO
9:00 AM – 9:10 AM Change Break
9:10 AM – 10:00 AM General Session
- Optimizing Tomorrow's Talent (Roundtable)
Moderator: Greg Richardson, Goodman & Company, Newport News, VA
Panelists: Patti Gillenwater, Elinvar, Raleigh, NC
Thom Solomon, Progress Energy, Raleigh, NC
10:00 AM – 10:10 AM Change Break
10:10 AM – 11:00 AM Concurrent Sessions (Select One)
- The Financial Talent Wars - How to Navigate the "Perfect Storm" (Repeated in Session 38)
Patti Gillenwater, Elinvar, Raleigh, NC
- Business Continuity & Recovery Planning and Internet Connectivity Dependency (Repeat of Session 29)
- Tax – GOTCHA (Repeated in Session 40)
Michael Abramovitz, RSM McGladrey Inc., Denver, CO (Las Vegas only)
Jim Parker & David Elder, RSM McGladrey Inc., Orlando, FL
(Orlando only)
- High Impact Succession Planning – The Next Generation (Repeated in Session 41)
Thom Solomon, Progress Energy, Raleigh, NC
- Trends in the U.S. Payment System: Turning Accounts Payable into a Profit Center (Repeated in Session 42)
Jeff Fahler, Commerce Bank, Kansas City, MO
11:00 AM – 11:10 AM Change Break
11:10 AM – 12:00 PM Concurrent Sessions (Select One)
- The Financial Talent Wars - How to Navigate the "Perfect Storm” (Repeat of Session 33)
- IFRS Update (Repeat of Session 30)
- Tax – GOTCHA (Repeat of Session 35)
- High Impact Succession Planning – The Next Generation (Repeat of Session 36)
- Trends in the U.S. Payment System: Turning Accounts Payable into a Profit Center (Repeat of Session 37)
12:00 PM – 1:00 PM
- L2 SAP Presentation
Separating Fact from Fiction: Is Your Company Ready for Software as a Services (SaaS)?
1:00 PM – 1:10 PM Change Break
1:10 PM – 2:50 PM Concurrent Sessions (Select One)
- Utilizing Time Wisely (Repeated in Session 48)
Greg Richardson, Goodman & Company, Newport News, VA
- The Challenges of Managing Today’s Workforce in the Face of Discrimination Charges (Repeated in Session 49)
Shawn Vance, Jackson Bell, Attorneys at Law, LLC, Baton Rouge, LA
- The Power of XBRL (Repeated in Session 50)
John Stantial, United Technologies Corporation, Hartford, CT
Ami Beers, AICPA, New York, NY
- Giving Constructive Feedback (Repeated in Session 51)
Joan Pastor, JPA International, Inc., Oceanside, CA
- Goals/Achievement Techniques You Can Instantly Use (Repeated in Session 52)
Doug Brown, Paradigm Associates, Cranford, NJ
Bill Granda, Paradigm Associates, Las Vegas, NV
2:50 PM – 3:00 PM Afternoon Break
3:00 PM – 4:40 PM Concurrent Sessions (Select One)
- Utilizing Time Wisely (Repeat of Session 43)
- The Challenges of Managing Today’s Workforce in the Face of Discrimination Charges (Repeat of Session 44)
- The Power of XBRL (Repeat of Session 45)
- Giving Constructive Feedback (Repeat of Session 46)
- Goals/Achievement Techniques You Can Instantly Use (Repeat of Session 47)
4:40 PM Main Conference Adjourns