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Friday - October 28, 2005

Time

Accounting and Auditing

Corporate
Finance

Management and Leadership

Taxation and Special Topics

7:00 - 7:45

Registration and Continental Breakfast

7:45 - 8:00

Welcome and Opening Remarks

8:00 - 8:50

Electronic Crimes and the Corporate Response
Lisa Metcalfe, Technology Leadership Partner, Tatum Partners

9:00 - 10:40

 
FASB Update - I

 

Jud Snyder
Heather King

Ernst & Young LLP

 
SOX Impact on Private Companies


Bill Yeates


Hein & Associates, LLP


Anatomy of a Corporate Restructure

 

Steve Betts

 


The LandBank Group, Inc.

 
Selecting the Right Legal Entity for Your Business

Michael Dubetz, Esq.


Sherman & Howard, LLC

10:50 - 12:30

 
FASB Update - II


 

Jud Snyder
Heather King

Ernst & Young LLP

 
Starting or Buying Your Own Business 


Two Part Panel Discussion

 
Small Business Succession Planning

 

Patrick A. Schilken


Schilken & Kautt, PC

 
CPA’s Guide to Portfolio Management & Tax Efficient Investing

Perry J. Mattern, CFP
 

A. G. Edwards & Sons, Inc.

12:40 - 1:00

Vendor Visitation

1:00 - 1:20

Lunch

1:30 - 2:20

Preventing Identity Theft
Jan Zavislan, Consumer Protection Division, Attorney General’s Office

2:30 - 2:50

Vendor Visitation

3:00 - 4:40

 
An Overview of Theoretical and Empirical Business Ethics Research with Managerial Implications

Sean Valentine, DBA Gary Fleischman, PhD

 University of Wyoming

 
Risk Issues and Financial Reporting


 

Richard Engel, CPA
Nancy Roecker
 

  Cherokee Consulting LLC


Tricks and Pitfalls of Financial Analysis and Budgeting Decisions

 

 

Glenn D. Sharpe, CPA, CMA, CSA
 

 

Society of Certified Senior Advisors

 

 


No Session

Saturday - October 29, 2005

Time

Accounting and Auditing

Corporate Finance

Management and Leadership

Taxation and  Special Topics

7:00 - 7:15

Registration and Continental Breakfast
Sponsored in part by Clifton Gunderson LLP

7:15 - 7:30

Welcome and Opening Remarks

7:30 - 8:20

Sarbanes-Oxley: Paradigm Shift:
An Opportunity for the Financial and Management Accounting Community
Dan Thurman, CFO,
U.S. Department of the Treasury FedSource

8:30 - 10:10

 
Advanced QuickBooks:  Financial Statement Designer

 Marilyn Sudbeck , CPA

Certified QB ProAdvisor, Certified QB Point of Sale ProAdvisor

 
SOX Impact on Private Companies
 

 

Ronald A. Reed, PhD, CPA

 University Northern Colorado


Protecting Your Company from Bank and Check Fraud

 
 

Katie H. Jahrman, CTP

Wells Fargo

 
Reverse 1031 Exchanges: Who, What, How, Why & When?
 

William “Bill”  Exeter
 

 TransUnion Exchange Corp
(fka – Diversified Exchange Corp)

10:20 - 12:00

 
Alternative Techniques for Audit Documentation

John White, PhD, CPA, CISA

University of Denver

 

 
Information Security in an Insecure World


 

King Nelson
 

Tatum Partners


Fiduciary Investing & Fallout of a Bear Market


Bruce Allen
 

 Bruce G. Allen Investments LLC


The New Manufacturing Deduction: Fact or Fiction?

Victoria Marschner, CPA

Clifton Gunderson, LLP

12:10 - 12:25

Vendor Visitation

12:35 - 12:55

Lunch
Sponsored by JeffersonWells International

1:00 - 1:50

Fraud: Prevention at the Corporate Level
Mark Warner, Midwest Director, Forensic Services, JeffersonWells International

2:00 - 2:15

Vendor Visitation

 

2:20 - 4:00


Adventures in CPA Whistle Blowing: An In-Depth Ethical and Public Policy Analysis

Kevin O. O'Brien, CPA, JD

Daniels College of Business, University of Denver

 
Delivering Business Value to Finance through IT Solutions
 

Bill Hubbell
 

Microsoft

   

 

No Session

 

 
Long-Term Care Insurance Tax Strategies



 Aaron R. Eisenach, LTCP, CSA

Krieger & Associates, Inc

 

 

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