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AICPA Controllers Workshop West

Date: Jul 21 - Jul 22, 2009
Location: Bellagio
Las Vegas, NV
Recommended CPE Credit: 19 (main) and 13.5 (optional)
Pre-Conference: July 20
Post-Conference: July 23
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Overview

Given today’s economic climate, it is increasingly difficult for you to drive business and maintain results in your role as a key corporate decision-maker.  It is therefore imperative that you expand your technical knowledge and know-how while enhancing your leadership skills so that you are well equipped to handle these difficult challenges.

The AICPA Controllers Workshop West, developed by controllers for controllers, prepares you to meet these and future demands.  Led by successful experts in this field who will share their knowledge and best practices gained from years of personal experience, this interactive, hands-on learning workshop will give you solutions you can immediately apply. 

With these expert sessions, multiple opportunities to network with your peers, and participation in group discussions, this Controllers Workshop is one you cannot miss in order to stay ahead as a key corporate decision-maker.

Who Should Attend? Controllers, Assistant Controllers, CFOs, Accounting and Financial Managers, Treasurers, Financial Directors/Officers.

If you cannot attend this conference, you may wish to attend AICPA Controllers Workshop East, Nov. 10-11, 2009

Agenda

AICPA Controllers Workshop West
July 21-22, 2009
Bellagio, Las Vegas, NV

Tuesday, July 21, 2009, Main Conference - Day One

7:00am - 6:00pm           Registration & Message Center Open   

7:00am - 8:00am            Continental Breakfast

8:00am - 8:10am            Welcome & Introduction

8:10am - 9:00am            Keynote Presentation   

1   Sustainability
Robert Laux, Microsoft Corporation, Redmond, WA  

9:00am - 9:05am            Change Break   

9:05am - 10:45am          Concurrent Sessions (Select One)  

2   State and Local Tax Challenges and Opportunities
Steve Riddle, RSM McGladrey, Inc., Denver, CO

3   Understanding How to Move Beyond Budgeting to Continuous Planning and Adaptive Control  (repeated in #13)
Steve Player, Beyond Budgeting Round Table, Dallas, TX

4   Mergers, Acquisitions and Divestitures (repeated in #14)
Derek Townsend, PricewaterhouseCoopers, LLP, Boston, MA

5   Utilizing Time Wisely
Greg Richardson, Goodman & Company, Newport News, VA

6   The Top Three Issues for Transitioning from Controller to CFO
Alan Patterson, Mentoré, East Greenwich, RI

10:45am - 11:00am        Beverage Break & Vendor Display

11:00am - 11:50am        Concurrent Sessions (Select One)   

7   Outlook for Accountants: Get Organized Today!        
Will Fleenor, K2 Enterprises, Hammond, LA

8   Impact of AS5 on Sarbanes Environment (repeated in #23)
Chris Joline, Pricewaterhouse Coopers LLP, New York, NY

9   Healthcare Trends (repeated in #24)
Matthew Cowles, UnitedHealth Group, Hartford, CT

10 Performance Management 2.0 – Broader or Better? (repeated in #25)
Gary Cokins, SAS, Cary, NC

11 Relationship Banking (repeated in #21)
Jude Melville, Business First Bank, Shreveport, LA

11:50am - 12:50pm        Lunch

1:00pm – 2:40pm          Concurrent Sessions (Select One)

12 Trends in High Performing Finance Organizations
Davie Salvi, PricewaterhouseCoopers LLP, Atlanta, GA

13 Understanding How to Move Beyond Budgeting to Continuous Planning and Adaptive Control                                                 (repeat of #3)

14 Mergers, Acquisitions and Divestitures (repeat of #4)

15 Adapting to an Ever-Changing World
Greg Richardson, Goodman & Company, Newport News, VA

16 Retaining and Developing Women Leaders
Mary Bennett, Crowe Horwath LLP, Atlanta, GA

2:40pm – 2:45pm          Change Break

2:45pm – 3:35pm          Concurrent Sessions (Select One)

17 Foreign Corrupt Practices Act (repeated in #37)
Glenn Cormier, Quanta Services, Inc., Houston, TX

18 Just Do the Right Thing!!! (repeated in #53)
JoAnn McGee, Louisiana State University in Shreveport, Shreveport, LA

19 Engaging and Rewarding Four Generations (repeated in #26)
Michael Murphy, Hewitt Associates, Atlanta, GA

20 PowerPoint 2007 – New Features and Productivity Tips
Will Fleenor, K2 Enterprises, Hammond, LA

21 Relationship Banking (repeat of #11)

3:35pm – 3:55pm          Refreshment Break and Vendor Display

3:55pm – 4:45pm          Concurrent Sessions (Select One)

22 Private Company Financial Reporting Update (repeated in #41)
Mary Ann Lawrence, Key Corporation, Cleveland, OH

23 Impact of AS5 on Sarbanes Environment (repeat of #8)

24 Healthcare Trends (repeat of #9)

25 Performance Management 2.0 – Broader or Better? (repeat of #10)

26 Engaging and Rewarding Four Generations (repeat of #19)

4:45pm – 4:50pm          Change Break

4:50pm – 5:40pm          General Session

27 Professional Information Exchange
Greg Richardson, Goodman & Company, Newport News, VA

5:45pm – 6:45pm          Welcome Reception

Wednesday, July 22, 2009, Main Conference - Day Two

7:00am - 5:00pm           Registration & Message Center Open   

7:00am - 8:00am            Continental Breakfast

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

28 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

29 XBRL – The Comcast Experience (repeated in #52)
Phillip Gaudreau, Comcast Corporation, Philadelphia, PA

30 Audit Risk
Lawrence Jones, Encore Enterprises, Inc., Dallas, TX

31 International Audit Function (repeated in #58)
Scott Auer, Praeses, LLC, Shreveport, LA

7:50am - 7:55am            Change Break   

8:00am - 8:50am            General Session   

32  Driver-Based Planning
Brett Knowles, pm2, Toronto, Ontario, Canada

8:50am – 8:55am           Change Break

8:55am - 9:45am            Concurrent Sessions (Select One)

33   FASB Update (repeated in #44)
Joanne Wendy Kim, BDO Seidman LLP, Chicago, IL

34 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

35 Compensation: 401(k) & Retirement Plans (repeated in #46)
Sherif Zakhary, Aon Investment Consulting, Somset, NJ
Matt Smith, Aon Consulting, Seattle, WA

36 Structured Problem Solving for Financial Services Using Lean Six Sigma (repeated in #47)
David Silverstein, Breakthrough Management Group International, Longmont, CO

37 Foreign Corrupt Practices Act (repeat of #17)

9:45am – 10:00am         Beverage Break

10:00am - 10:50am        Concurrent Sessions (select one)   

38   Planning and Preparing for IFRS (repeated in #54)
Matthew  Birney, United Technologies Corporation, Hartford, CT

39   Tax GOTCHA (repeated in #55)
Michael Abramovitz, RSM McGladrey, Inc./McGladrey& Pullen LLP, Denver, CO

40   The Diversity of Fraudulent Disbursement Schemes (repeated in #56)
JoAnn McGee, Louisiana State University in Shreveport, Shreveport, LA

41   Private Company Financial Reporting Update (repeat of #22)

42   Cash Management Strategies During Economic Turmoil (repeated in #48)
Robert Tormey, Tatum, LLC, Chino Hills, CA

10:50am - 10:55am        Change Break

10:55am – 11:45am       General Session

43  Economic and Market Outlook - 2010 and Beyond
James Reed, UMB, Kansas City, MO

11:45am - 1:00pm          Lunch and AICPA Update
William Schneider, AT&T, Atlanta, GA

1:00pm – 1:50pm          Concurrent Sessions (Select One)

44   FASB Update (repeat of #33)

45   Orchestrating Risk-Adjusted Performance Management: Identify and Address Risk Events Better and Faster (repeat of #34)

46   Compensation: 401(k) & Retirement Plans (repeat of #35)

47   Structured Problem Solving for Financial Services Using Lean Six Sigma (repeat of #36)

48   Cash Management Strategies During Economic Turmoil (repeat of #42)

1:50pm – 1:55pm          Change Break

1:55pm – 2:45pm          Concurrent Sessions (Select One)

49   Performance Analytics
Brett Knowles, pm2, Toronto, Ontario, Canada

50   A Risk-Based Approach to Designing Management Control Systems
Norman Sheehan, Edwards Business School, University of Saskatchewan, Saskatoon,  Saskatchewan, Canada

51   Successful Record Retention Strategies: How to Create a Record Retention Policy that Meets a Company’s Business and Legal Needs (repeat of #28)

52   XBRL – The Comcast Experience (repeat of #29)

53   Just Do the Right Thing!!! (repeat of #18)

2:45pm – 3:00pm          Refreshment Break & Vendor Display

3:00pm – 3:50pm          Concurrent Sessions (Select One)

54   Planning and Preparing for IFRS (repeat of #38)

55   Tax GOTCHA (repeat of #39)

56   The Diversity of Fraudulent Disbursement Schemes (repeat of #40)

57   Using Value Creation Logics to Find New “Blue Ocean” Strategies For Your Firm
Norman Sheehan, Edwards Business School, University of Saskatchewan, Saskatoon,  Saskatchewan, Canada

58   Internal Audit Function (repeat of #31)

3:50pm – 3:55pm          Change Break

3:55pm – 4:45pm          General Session

59   Cowboy Ethics: Getting America Back on Track
James Owen, Center for Cowboy Ethics and Leadership, Austin, TX

4:45pm                         Main Conference Adjourns

Location

Bellagio
3600 Las Vegas Blvd., South
Las Vegas, NV 89109
Hotel Phone: (702) 693-7111
Hotel Reservations: (888) 987-6667
Hotel Cutoff Date: June 18, 2009
Hotel Room Rate: $119 single/double*

*Note: Due to economic conditions, the hotel's rates are subject to change. Please be assured that as part of AICPA's room block, you will receive the best rate possible. If you have already made your reservation as part of AICPA's block, any additional reductions to the room rate will be credited automatically. AICPA cannot guarantee room rates for reservations made outside of the block. You must request the AICPA room rate when you make your reservation to ensure you receive the best rate possible.

Optional Workshops

Purchase Below Transition from Controller to CFO: The Need to Broaden Your Skill Sets and Career Development Strategy

Date: July 20, 08:00 AM - 05:00 PM
Session Price: $475.00
Session Code: 101
CPE Credits: 8
Alan Patterson, Mentoré, East Greenwich, RI
Moving from Controller to CFO may look like a logical progression. However, the skills, competencies, and roles needed to expand your impact and move to a senior executive position are “not the ones they taught you in school.” In this session you will learn:
  • The important skill sets needed to increase your visibility and value in the organization
  • The four required leadership roles


    • Purchase Below Finance Transformation - Tools, Techniques, Lessons from the Battlefield

    Date: July 20, 08:00 AM - 12:00 PM
    Session Price: $275.00
    Session Code: 102
    CPE Credits: 4.5
    David Salvi, PricewaterhouseCoopers LLP, Atlanta, GA
    This session will provide an overview of some of the key approaches, tools and techniques that successful companies have adopted in transforming the performance of their finance function. Topics this session will address include:
  • Critical Success Factors in transformation
  • Starting on the Right Foot - Future State Visioning and Planning
  • Identifying the Opportunity - Benchmarking and Process Analysis


    • Purchase Below Coaching Skills for Today’s Workplaces

    Date: July 20, 08:00 AM - 12:00 PM
    Session Price: $275.00
    Session Code: 103
    CPE Credits: 4.5
    Greg Richardson, Goodman & Company, Newport News, VA
    The ability and willingness to support professional goal attainment through coaching is a key tool in an effective supervisor’s workplace arsenal. This course will create a clear picture of what coaching is, what it is not, and how to begin developing the necessary skills.
  • Clarify and distinguish the differences between coaching and counseling
  • Learn when and why coaching may be the optimum organizational support tool


    • Purchase Below IFRS Overview and Case Study

    Date: July 20, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 104
    CPE Credits: 4.5
    Paul Munter, KPMG LLP, New York, NY
    This session will discuss:
  • Current SEC proposal on use of IFRS by US issuers
  • FASB/IASB convergence plans,
  • Overview of some US GAAP/IFRS differences including:
    - Revenue recognition
    - Consolidation
    - Contingencies
    - Debt/equity classification
    - Long-lived assets and impairment
    - Case studies to illustrate certain differences.

    • Purchase Below ERM Foundations Workshop

    Date: July 23, 08:00 AM - 12:00 PM
    Session Price: $275.00
    Session Code: 201
    CPE Credits: 4.5
    Robert Torok, IBM Global Business Services, Toronto, Ontario, Canada
    This workshop will combine a discussion and a case study, the latter to allow participants to immediately apply the knowledge gained from the lecture. Benefits of attendance include:
  • Understanding of the key components of ERM
  • How these components interact & influence one another
  • Key success factors and requirements to make ERM effective


    • Purchase Below Business Valuation Bootcamp

    Date: July 23, 08:00 AM - 12:00 PM
    Session Price: $275.00
    Session Code: 202
    CPE Credits: 4.5
    Charles Gallman, Grant Thornton, LLP, Charlotte, NC
    We will uncover the mysteries of valuation, including a discussion of the definition(s) of value, the purpose of value, and techniques to estimate value (including case studies). We will also have special segment on the new and improved financial reporting standards and what these standards mean to both the determination and interpretation of value.

    Purchase Below Excel for Accountants – Best Unknown Features

    Date: July 20, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 105
    CPE Credits: 4.5
    Will Fleenor, K2 Enterprises, Hammond, LA
    Discover how underutilized tools could increase your productivity. Many are easy to use and provide great benefits in situations accountants encounter regularly. Learn how to eliminate all rounding errors with the flip of a switch and work with live accounting data from inside Excel. Would it help to automate the process of updating spreadsheet data? You’ll be amazed at how much more productive you can be with Excel!

    Table of Contents

    Excerpts

    Early Bird
    (Register by 07/20/09)
    Product Code: CWVEGAS09
    Regular: $1215.00
    AICPA Member: $1015.00
    Your Price: $1215.00

    Check box(es) to select sections

    Transition from Controller to CFO: The Need to Broaden Your Skill Sets and Career Development Strategy
    Pre-Conference
    July 20, 08:00 AM - 05:00 PM
    Session Code: 101
    CPE Credits: 8
    Session Price: $475.00
    Finance Transformation - Tools, Techniques, Lessons from the Battlefield
    Pre-Conference
    July 20, 08:00 AM - 12:00 PM
    Session Code: 102
    CPE Credits: 4.5
    Session Price: $275.00
    Coaching Skills for Today’s Workplaces
    Pre-Conference
    July 20, 08:00 AM - 12:00 PM
    Session Code: 103
    CPE Credits: 4.5
    Session Price: $275.00
    IFRS Overview and Case Study
    Pre-Conference
    July 20, 01:00 PM - 05:00 PM
    Session Code: 104
    CPE Credits: 4.5
    Session Price: $275.00
    ERM Foundations Workshop
    Post-Conference
    July 23, 08:00 AM - 12:00 PM
    Session Code: 201
    CPE Credits: 4.5
    Session Price: $275.00
    Business Valuation Bootcamp
    Post-Conference
    July 23, 08:00 AM - 12:00 PM
    Session Code: 202
    CPE Credits: 4.5
    Session Price: $275.00
    Excel for Accountants – Best Unknown Features
    Pre-Conference
    July 20, 01:00 PM - 05:00 PM
    Session Code: 105
    CPE Credits: 4.5
    Session Price: $275.00
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