2009 INCPAS Financial Services Conference Dec. 11

INDIANAPOLIS — The Indiana CPA Society's 2009 Financial Services Conference will be held Dec. 11 at the Indianapolis Marriott East. Sponsors include 1st Global, College Choice 529, Huntington National Bank and Innovative Financial Partners.

This conference will help professionals in financial planning, insurance and banking provide the best possible service to clients and customers.

Brian Westbury, with First Trust Advisors L.P., will discuss the latest information on the economy, and William Svihla, CPA, DBA, from Indiana State University, will examine fraud from an ethical perspective.

The Program

• Inflation, Deleveraging and Recovery
• Perspective on Current Times
• FASB Update on Mark-to-Market
• What Families Need to Know About College Financing
• Panel of Bank Examiners
• Regulatory Update II
• Marion County Capital Improvement Board Update
• House of Cards: An Ethical Dilemma
• IRA Planning
• The Allowance for Loan and Lease Loss: Art, Science or Both?
• Industry Leaders Viewpoints
• Estate Planning
• Stress Testing
• The Forecast: Climate Change Disclosure and Litigation

Story Ideas
Topics covered have an impact on individuals and businesses. With so many topics to choose from, a number of different story ideas or angles are possible. Some suggestions include the following:

• Families worry about how they will afford a college education. What do families need to know about college financing and 529 plans?
• We have all heard how a recession can affect banks, but how has this recession been different?
• As retirement accounts grow larger and become more significant in our estates, everyone wants a trust to protect the beneficiaries. What are the pros and cons?

Media Information
Members of the media are encouraged to attend individual sessions or the entire conference. Most speakers will be available for interviews immediately following their presentation. If you are interested in attending, contact Jenifer Groth at (317) 726-5010 or jgroth@incpas.org in advance.

CPA Ambassadors
CPAs are a great resource for the media. The CPA Ambassador Program pairs CPAs with media outlets. To speak with a CPA in your area, contact Jenifer Groth at (317) 726-5010 or jgroth@incpas.org.