| 7:30-8:15 a.m. |
New CFO Roundtable Breakfast (Optional Session)
Join the New CFO Roundtable breakfast facilitated by this year's conference speakers. Attendees will have 10 years or less experience and table topics will include: Establishing credibility for yourself and your department, getting involved in the revenue side of the profit equation and how technology is changing the way you work and the way you manage. This is a great opportunity to learn from other CFOs and get their thoughts on the issues you face on a daily basis. |
| 8:30-9:20 a.m. |
Convergence and Private Company Accounting: More Changes on the Financial Reporting Horizon
William F. O'Brien, MBA, CPA, Santa Clara University
In the next few months, accounting in the United States will change forever. While most financial professionals are aware of International Financial Reporting Standards' impact on public companies, many are not sensitive to the potential changes resulting from FASB's convergence project and the affect of proposed accounting standards for non-public companies.
This session focuses on how convergence will affect YOU. You cannot afford to miss this critical, entertaining and interactive session. |
| 9:25-10:15 a.m. |
Resolving Ethical Conflicts
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
At some point in his or her career, every financial manager will face a choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in the trajectory of your career. This session will discuss standards and techniques for resolving ethical conflicts, how to have a conversation about a tough issue and still keep your job and what to do when talking fails. |
| 10:30 a.m.-12:10 p.m. |
A. |
Apple iPad: What You Need to Know
John H. Higgins, CPA, CITP, CPA Crossings, LLC
If you have recently acquired an iPad, this workshop will make all the difference! Learn essential tips for getting the most out of these popular devices. Higgins will guide you through the initial set-up process, helpful hints for using the iPad's on-screen keyboard, how to navigate the device's interface and more. You also will get a preview of how the iPad can improve efficiency in your personal and professional lives. Bring your iPad! |
| B. |
Fraud Alert! Loss Prevention and Control
William F. O'Brien, MBA, CPA, Santa Clara University
Fraud Alert is one session you cannot afford to miss. Fraud will touch you in some manner. Prepare for the inevitable. A study by the Association of Certified Fraud Examiners estimated fraud costs the economy in excess of $650 billion per year (the equivalent of $4,500 per employee). This same study estimated the course of normal audits discovers only about 11 percent of frauds versus approximately 19 percent discovered by accident. This session will examine various types of frauds and discuss ways to prevent, detect and investigate these activities. |
| 1-2:40 p.m. |
A. |
Five Business Books in 100 Minutes
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
You know you should read some business books, but finding time is often hard to do. Come hear popular speaker John L. Daly talk about five business books, including his own. This session makes it easy to catch up with the latest thinking in five different areas of business. The session will discuss "How the Mighty Fall," "Lean Thinking," "The Non-Designer's Design Book," "Small Giants" and "Pricing for Profitability." Save some time and hear Daly talk about these books! |
| B. |
Risk Analysis and Management for SMEs
William F. O'Brien, MBA, CPA, Santa Clara University
In this turbulent world, responsibility for risk management has fallen squarely on the shoulders of financial managers. Audit committees and external auditors are asking questions that they have never asked before. We had better prepare to give them answers. Come get insights about enterprise risk management and what standards such as the COSO ERM model say every company must do. |
| 2:50-4:30 p.m. |
A. |
Cloud Computing
John H. Higgins, CPA, CITP, CPA Crossings, LLC
Cloud computing is the fastest growing segment of the accounting technology industry. This course is designed to provide you with a thorough understanding of what cloud computing is all about and how it impacts your IT strategy. This session will provide you with insights into how to integrate cloud computing into your IT strategy effectively. Higgins also will discuss the cloud computing value proposition, application evaluation considerations, and the role of the SAS70 audit report. |
| B. |
Financial Analysis in a Metrics Driven World
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
At one time, financial analysis consisted of comparing one financial statement number to another. Today's financial analysis is more sophisticated; and often performed at the individual responsibility center level using metrics integrating both financial and non-financial information. This session will cover: why figuring how to measure output is the first step in financial analysis today, why information "cleansing" is key to understanding your real situation, how to tell which business activities are performing or underperforming, and what financial metrics every company should use. |