2007 - Accounting Day

ACCOUNTING DAY
WEDNESDAY
MAY 16, 2007
PROMOTING THE PROFESSION
OF ACCOUNTING AND FINANCE
www.accountingday.org
7:30A.M.-5:00P.M.
TOWN AND COUNTRY CONVENTION CENTER
HOTEL CIRCLE NORTH, SAN DIEGO, CALIFORNIA
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EVENT PROGRAM
7 HOURS of CONTINUING EDUCATION
including 6 hours of Accounting/Auditing and Fraud
ACCOUNTING DAY TITLE SPONSOR
A
Accounting and Auditing
T
Tax and other Technical
P
Professional Development
F
Fraud
Participating Organizations:
California Society of Certified Public Accountants - CalCPA
American Society of Women Accountants - ASWA
Institute of Management Accountants - IMA
Information Systems Audit and Control Association - ISACA
San Diego Chapter
Institute of Internal Auditors - IIA
Institute of Management Accountants - IMA
American Society of Military Comptrollers - ASMC
North County Chapter
Hospitality Financial & Technology Professionals - HFTP
Asian Accountants of San Diego - AASD
WWW.
ACCOUNTINGDAY.ORG
2007 Accounting Day Schedule
www.accountingday.org
7:30-8:00 AM — Registration, Continental Breakfast & Networking
8:00-8:10 AM — Welcome & Introductions
Jim Colville, Chairman
8:10-9:00 AM Keynote Address: “Charting the Course for the San Diego Economy ” (P)
Alan Gin, PhD.
Associate Professor
of Economics
University of San Diego
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Salon 6
(3 hours)
Professor Gin is one of the affiliated faculty members of the University of San Diego's Real Estate
Institute. His other research interests include local public finance, urban transportation, and the
economy of San Diego. On the latter subject, he is best known for developing and publishing the
University San Diego Index of Leading Economic Indicators for San Diego County,
9:15-12:15 PM (3 hours) CONCURRENT WITH ALL MORNING SESSIONS
“GAAP Update” (A)
Dan Dangel, CPA
Dan Dangel is a sole practitioner with over 30 years of experience providing accounting and auditing services primarily to for-profit companies. His
presentation includes an update of recent pronouncements and exposure drafts, how to find information on recent changes, and a discussion of
the GAAP Hierarchy with examples.
9:15-10:05 AM CONCURRENT SESSIONS
Salon 1
“Bringing Ethics Back ” (A)
Steve Austin, CPA
“It has been five years since the Enron debacle, yet what have we really learned from the landmark changes in our profession?” Steve Austin's
presentation looks at the ethical issues in these matters and provides protective strategies for the future. Steve is the Managing Partner for Swenson
Advisors, LLP.
Salon 2
“Trends in Technology for Finance and Accounting” (T)
Joan Alleckson, CPA
It's hard to plot a course if you don't know where you are going. Systems and technology are no longer the exclusive domain of the IT department.
Learn the latest trends in technology and how you can chart your course to improved productivity, speed, and internal controls.
Salon 3
“Using Expert Systems Technology to Enhance Service to Clients” (P)
Jay Borkowski
With the introduction of expert systems in the accounting profession, there are practical ways that accountants can use technology to advance their
practices and strengthen client relationships. Jay Borkowski is Vice President of Sageworks, Inc.
10:20-11:10 AM CONCURRENT SESSIONS
Salon 1
Salon 2
“Fraud and the CPA Professional ” (F)
Dana Basney, CPA, CIRA, CVA
Dana Basney leads the Forensic Accounting Services Group for CBIZ Accounting, Tax & Advisory LLC and Mayer Hoffman McCann P.C. His
presentation helps accounting professionals discover their role in detecting and preventing fraud.
“Concentrated Stock Management Strategies “ (T)
Ajay K. Gupta, CFM, CIMA
Ajay Gupta is a Vice-President and a Wealth Management Advisor at Merrill Lynch. In his presentation he provides the basics of concentrated stock
management strategies. Participants learn how to identify the risk in a concentrated stock position and how to apply a holistic view of the portfolio
to manage that risk.
Salon 3
“CFO Roundtable” (P)
Judy Thompson, Moderator
Judy Thompson hosts a panel of three successful CFOs from San Diego companies who will share their insights and experience in developing their
own careers. They will discuss some the challenges and strategies that have worked for them, and will also share what they look for when hiring and
promoting accountants for their companies.
11:25-12:15 PM CONCURRENT SESSIONS
Salon 1
“Choice of Entity in an Ever-changing World ” (T)
Phil Jelsma, Esq.
A topic where the questions never change but only the answers. As Congress reconsiders self-employment taxes, the courts analyze California's
LLC fees and state laws are changing, this timeless subject must again be considered. Is there a right choice? There seem to be many wrong choices.
Salon 2
“Claiming the Research and Development Credit” (T)
Raj K. Rajan, JD, MBT
Raj Rajan is a Tax Director in the research and development tax credit group at RSM McGladrey, Inc. His presentation includes the activities that
qualify for the R & D credit, what companies should do to claim the credit, what the IRS is looking for and what he would like to see improved when
claiming the credit in future years.
Salon 3
“Leadership: Sea Change to Open Source Code” (P)
Helen Eckmann, Ph.D.
Dr. Helen Eckmann teaches in the internationally acclaimed Supply Chain Management Institute of the University of San Diego. It has become
apparent that the field of leadership studies and the application of leadership are experiencing a “sea change.” Open Source Code Leadership is
where collaboration and new ideas are welcome and encouraged.
ACCOUNTING DAY
PROMOTING THE PROFESSION
OF ACCOUNTING AND FINANCE
Accounting Day Schedule (continued)
www.accountingday.org
12:30-1:40 PM Luncheon and Visit Exhibits
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Salon 6
(3 hours)
1:45-4:55 PM (3 hours) CONCURRENT WITH ALL AFTERNOON SESSIONS
“New Auditing Standards & Stock Compensation Issues ” (A)
James Comito, CPA
James Comito is a Director at Mayer Hoffman McCann P.C. His presentation focuses on the latest auditing standards issued by the AICPA as well
as providing a practical example of the accounting for stock based compensation pursuant to FASB Statement No. 123R Stock-Based
Compensation that recently became effective for many companies.
1:45-2:35 PM CONCURRENT SESSIONS
Salon 1
“10 Keys To Effective Business Performance Management ” (P)
Gregg Landers, CMA, CPIM
Effective business performance management (BPM) is critical to the success of a growing business — yet most businesses “miss” one or more
of the 10 key elements needed for a successful business performance management system. While they cannot be implemented overnight, the
concepts in this presentation can truly transform a company.
Salon 2
“Charting a Course Through CA State Tax Controversy” (T)
Ernest J. Dronenburg, Jr.
The “3 P's” of navigating the rough waters of California state tax controversy are provided by Mr. Dronenburg who is a former quasi-judge and
now an advocate for taxpayers. As a former chairman and for 20 years a member of the State Board of Equalization and Franchise Tax Board, he
has heard over 20,000 tax appeals.
Salon 3
“The Future of Real Estate Values in San Diego County ” (P)
Gregory J. Smith
As the County Assessor/Recorder/Clerk, Gregory Smith has an extensive 30-year background and experience in local government. He
successfully manages one of the largest Assessor's offices in the State of California. Don't miss his predictions about the future of the real estate
market.
2:40-2:55 PM Gifts, Drawings and Prizes*
*Must Be Present to Win
3:00-3:50 PM CONCURRENT SESSIONS
Salon 1
“Bulletproofing Your Books: Internal Controls for Small Business” (A)
Jim Parker, CPA
Jim Parker is Principal of Parker & Riddick, CPAs and of The Business Wizards which serves the growing needs of clients who use Quickbooks. His
presentation focuses on internal controls, the challenges small business face, and how the accountant can help. Not a deep dive into SOX itself.
Salon 2
“Empowering the Mobile Workforce” (T)
Cliff Kaiser
“If you're not mobile, you're not going anywhere.” Small Business of the Year award winner and technology consultant Cliff Kaiser explains
why an increasing number of executives and staffers are going mobile with or without the company. Learn what mobile technology can do
today and how it fits your business.
Salon 3
Growth: Wishing for it, Getting it, Surviving it ” (P)
Stuart Teshima, CMA, CFM
As Vice President of Finance for Epsilon Systems Solutions, Inc., Stuart Teshima is responsible for defining processes and for identifying and
avoiding the pains and pitfalls that accompany growth. His presentation offers solutions, insight and shortcuts to managing a fluid
environment, and shows how to plan for and survive the growing process.
4:05-4:55 PM CONCURRENT SESSIONS
Salon 1
“Understanding Interest Rate Risk and Derivatives ” (P)
Peter Ro
Increasing accessibility of the capital markets amid rapid innovation challenges both financial managers and derivative advisors to “get it right
the first time.” Peter Ro is a senior vice president and manager of Client Interest Rate Risk Management at City National Bank.
Salon 2
“Helping Clients Navigate Turbulent Financial Waters of Divorce” (T)
Thea Glazer, CFP®, CDFA™
Senior Financial Planner for CBIZ and trained in all aspects of divorce financial matters, Thea Glazer has worked with divorcing individuals and
members of their divorce teams for over 20 years. She helps clients avoid long-term financial pitfalls related to divorce agreements, thereby
creating “The Financially Smart Divorce”.
Salon 3
"Charting the Course From Chaos To Productivity" (P)
Len Merson
Founder and C.E.O. of Chaos Over, Inc. and recipient of the National Speakers Association award, Len Merson is an expert in the field of turning
chaos into productivity. He has helped over 75,000 people and organizations achieve greater productivity and increased profits while boosting
employee creativity and self-esteem.
History and Mission of Accounting Day
The first Accounting Day was held in 1972. The San Diego Chapter of the California State Society of CPAs organized the event to interest young
people in pursuing an accounting career. These early events were called “Accounting Career Days”. In 1976, other professional organizations
were invited to participate, and Accounting Career Day became simply “Accounting Day” with an overall change in format. Today, speakers of
local and national prominence present a wide variety of seminars to participants of the event. The purpose of Accounting Day is to promote the
accounting profession, to provide an opportunity for networking among accountants in public practice, in industry and in government, and to
provide quality continuing education for attendees.
SPECIAL THANKS TO OUR SPONSORS WHO MAKE ACCOUNTING DAY POSSIBLE
TITLE SPONSOR
ACCOUNTANCY PROGRAM
San Diego Chapter
Non-Profit Organization of Honor
WORLD TRADE CENTER
Wwww.sdwtc.org
ACCOUNTING DAY COMMITTEE
Jim Colville, Chairperson — California Society of CPAs
Don Schwartz, Vice Chairperson — Institute of Management Accountants
Merlyn Baker -- Asian Accountants of San Diego
Monica Casey-- American Institute of CPAs
Patricia Cooper-- California Society of CPAs
Minel Diaz -- California Society of CPAs
Joe Forlenza -- California Society of CPAs
Clifford Kaiser -- California Society of CPAs
Ron LaPlante -- Institute of Management Accountants (SD)
Keryn Leger -- Institute of Management Accountants (SD)
Akiko Nakanaga -- Institute of Management Accountants (SD)
Oscar Ruelas -- American Society of Military Comptrollers
Valerie Schutte -- Accounting Day media design
Megan Shirk – California Society of CPAs
Nina Straub -- Hospitality Financial and Technology Professionals
Cecilia Trinidad -- Asian Accountants of San Diego
Ping Wu -- California Society of CPAs
Richard Young -- American Society of Military Comptrollers
And the many others who have contributed their time and efforts.
VISIT THE WEBSITE at WWW.
ACCOUNTINGDAY.ORG