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AICPA Controllers Workshop East

Date: Nov 10 - Nov 11, 2009
Location: Walt Disney World Swan
Lake Buena Vista, FL
Recommended CPE Credit: 19 (main) and up to 13.5 (optional)
Pre-Conference: November 09
Post-Conference: November 12
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Overview

Newly Added Session:

Best Practices in Evaluating and Adopting Cloud Computing for Finance
Presenter: Daniel Druker, Senior Vice President, Intacct
Date: Tuesday, November 10th – 11:50 a.m. – 12:50 p.m.

Cloud Computing. Software as a Service. SaaS. They're all names for the same innovative, low-cost / high ROI way to run your business applications — now including accounting and financials.  A recent industry study reported that 84% of cloud financials users say they’d never go back to their old accounting software. But do you know how to evaluate, negotiate for and adopt cloud computing applications for your business? This session will provide the answers!

Click here for more details about this session.

In your role as a key corporate decision-maker, it is crucial that you successfully drive business and maintain results.  It is imperative that you expand your technical knowledge and know-how while enhancing your leadership skills so that you are well equipped to handle current challenges.

The AICPA Controllers Workshop East, developed by controllers for controllers, prepares you to meet 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, accounting and financial managers, treasurers, financial executives and CFOs.

Agenda

AICPA Controllers Workshop East
November 10-11, 2009
Walt Disney World Swan, Lake Buena Vista (Orlando), FL

Tuesday, November 10, 2009, Main Conference - Day One   

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

7:00am - 8:00am            Continental Breakfast & Vendor Display   

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

8:10am - 9:00am            Keynote Presentation   

1   Global Finance Transformation: Growing the Business
Christa Davies, Aon Corporation, Chicago, IL

9:00am - 9:05am            Change Break   

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

2   State and Local Tax Challenges and Opportunities
Dave Elder, RSM McGladrey, Inc., West Palm Beach, FL
Ralph Pepe, Pepe State Tax Consulting, Orlando, FL

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        Morning Refreshment Break & Vendor Display

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

7   Outlook for Accountants: Get Organized Today!        
Val Steed, 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 #18)
Gary Cokins, SAS, Cary, NC

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

11:50am - 12:50pm        Lunch
Best Practices in Evaluating and Adopting Cloud Computing for Finance
Daniel Druker, SVP Marketing and Business Development, Intacct

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

12 Trends in High Performing Finance Organizations
David 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 Managing Bankruptcy Risk in an Uncertain Economic Climate
Chip T. Ford IV, Parker Poe Adams & Bernstein LLP, Charlotte, NC

2:40pm – 2:45pm          Change Break

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

17 Foreign Corrupt Practices Act (repeated in #37)
Cindy Matherne Muller, Cal Dive International, Houston, TX

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

19 Engaging and Rewarding Four Generations (repeated in #26)
Diane Krieman, Hewitt Associates, Lincolnshire, IL

20 PowerPoint 2007 – New Features and Productivity Tips
Val Steed, K2 Enterprises, Hammond, LA

21 Relationship Banking (repeat of #11)

3:35pm – 3:550pm         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 Just Do the Right Thing!!! (repeated in #53)
JoAnn McGee, Louisiana State University in Shreveport, Shreveport, LA

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, November 11, 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)
John Miller, Aon Investment Consulting, San Francisco, CA
Matt Smith, Aon Consulting, Seattle, WA

36 Six Degrees of Separation...Maximizing Accounting's Value in Your Organization (repeated in #47),
Wes Waldo, Breakthrough Management Group International, Longmont, CO
Kristin Parshay, RubinBrown LLP, Clayton, MO

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
William Greiner, 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   Six Degrees of Separation…Maximizing Accounting's Value in Your Organization (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 #25)

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

Walt Disney World Swan
1500 Epcot Resorts Blvd.
Lake Buena Vista, FL  32830
Hotel Phone: 407-934-3000
Hotel Reservations:  888-828-8850
Hotel Room Rate: $219 Single/Double
Hotel Reservation Cut Off Date: October 10, 2009

Online reservations: 
http://swandolphin.com/groupres/aicpa2/email.html

Optional Workshops

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

Date: November 09, 08:00 AM - 05:00 PM
Session Price: $475.00
Session Code: 101
CPE Credits: 9
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: November 09, 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: November 09, 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: November 09, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 104
    CPE Credits: 4.5
    Paul Munter, KPMG LLP, New York, NYThis 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: November 12, 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: November 12, 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: November 09, 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

    Product Code: CWEAST09
    Regular: $1,290.00
    AICPA Member: $1,090.00
    Your Price: $1290.00

    Check box(es) to select sections

    Transition from Controller to CFO: The Need to Broaden Your Skill Sets and Career Development Strategy
    Pre-Conference
    November 09, 08:00 AM - 05:00 PM
    Session Code: 101
    CPE Credits: 9
    Session Price: $475.00
    Finance Transformation - Tools, Techniques, Lessons from the Battlefield
    Pre-Conference
    November 09, 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
    November 09, 08:00 AM - 12:00 PM
    Session Code: 103
    CPE Credits: 4.5
    Session Price: $275.00
    IFRS Overview and Case Study
    Pre-Conference
    November 09, 01:00 PM - 05:00 PM
    Session Code: 104
    CPE Credits: 4.5
    Session Price: $275.00
    ERM Foundations Workshop
    Post-Conference
    November 12, 08:00 AM - 12:00 PM
    Session Code: 201
    CPE Credits: 4.5
    Session Price: $275.00
    Business Valuation Bootcamp
    Post-Conference
    November 12, 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
    November 09, 01:00 PM - 05:00 PM
    Session Code: 105
    CPE Credits: 4.5
    Session Price: $275.00
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