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2006
401(k) Fiduciary
Roles and Responsibilities
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What is a plan fiduciary?
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Who is/is not a fiduciary?
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What is the role of the
investment fiduciary?
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What agencies enforce ERISA
regulations?
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What is meant by "Procedural
Prudence"?
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Antifraud Programs – Balancing Compliance with Best Practices
Regardless of whether you are with
a private or public company or consulting to them, the necessity for
attorneys and internal auditors to be more fraud savvy and for
companies to embrace the elements of an effective anti-fraud program
is undeniable. Changes in the Federal Sentencing Guidelines, white
papers by the "Big 4", and comments made by the PCAOB's chief
accountant all ring of the same sentiments - effective fraud
prevention and detection is a mandatory element for all companies in
today's new business climate.
By the end
of this workshop the participant will understand:
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The demands placed on
corporations by Sarbanes-Oxley and the Federal Sentencing
Guidelines to implement programs for fraud detection and
prevention.
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The balancing act between
compliance and those best practices that fraud fighters have
uncovered that yield the most favorable program results.
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How to create a transparent
environment within your organization that will benefit each
department in the combined fight against fraud waste and abuse.
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How to conduct a fraud risk
assessment as detailed by the PCAOB.
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Building Your
Accounting and Finance Team:
Examining the Hiring and Compensation Outlook and Recruiting and
Retaining a Talented Workforce
A new year will
be here before you know it – will you be prepared with a strong team
of performers? Understanding current employment and salary issues
is key to building and maintaining a talanted workforce. Paul
McDonald of Robert Half Management Resources will offer an overview
of the hiring outlook in corporate accounting, public accounting and
banking, and discuss areas such as the skills and positions in
greatest demand, industries with increased hiring activity and
compensation trends.
To be
successful, organizations must find and keep the best employees.
But with accountants at all levels in high demand and seemingly
numerous opportunities available for them, this is easier said than
done. McDonald will offer proven recruitment techniques to help
organizations distinguish themselves as a place where top
professionals want to work. He’ll also discuss tips for finding
candidates with the skills and specialties in demand today.
McDonald will
also provide strategies for retaining top performers, including
recognizing the warning signs that personnel may be looking to
leave, providing advancement opportunities, rewarding staff
accomplishments, creating a positive work environment and offering
competitive compensation and benefits.
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Colorado Board of Accountancy Statutes, Rules, and Regulations
Designed For:
All active Colorado CPAs.
Objectives:
To familiarize and update participants with the Colorado Board of
Accountancy Statutes, Rules, and Regulations and to apply these
bodies of law to practical everyday experience for a CPA in public,
private, and government practices; To review and analyze actual
State Board of Accountancy cases in order to learn the complaint,
investigative, and legal process of the Board and to enable
participants to understand the ramifications of this process.
Major Subjects:
» An overview of the Colorado State Board of Accountancy Statutes,
Rules and Regulations
» Recent legislative changes affecting the accounting profession
» Recent changes to Colorado Statutes,Rules, Regulations, and
Policies
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The Design of an Estate Plan
Have you
ever attended an estate planning design session; either with a
client or for your own estate plan? Did you ever wonder what went
on at that meeting? This is your opportunity to step behind the
curtain. This session is an interactive estate planning design
session with an experienced estate planning attorney. You, the
audience, will be the client, answering questions and posing
questions regarding your estate plan.
If you have
attended an estate planning design session with an attorney, come
and compare your experience with this session. You may be
surprised!”
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Do You Know Where
Your Data Is???
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Is your critical data buried in
islands of information that is not accessible or bottlenecked in
your systems?
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The most important meeting of
your career is in 30 minutes. Can you get to your necessary
information?
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You are at the airport and your
flight is leaving in 45 minutes. Can you access your critical
business data remotely?
A Paperless Office Solution will
help you mitigate these types of scenarios with electronic
organization of your key information, workflow effectiveness and
alignment with business objectives and goals
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Evolution of Financial
Reporting
Mark
will discuss trends in financial reporting, looking both in the past
and putting perspective on where we’ve come from and how we’ve
gotten to our current state, while also looking forward to provide a
view as to where we may be heading as financial statement preparers
and auditors. Mark will cover the influences of past events and the
resulting regulatory and rule-making reactions, including the burst
of the dotcom bubble, earnings management, the Enron and Worldcom
scandals, the Sarbanes-Oxley Act, and the PCAOB. Looking forward,
Mark will discuss efforts to harmonize U.S. and international GAAP,
the move toward fair value accounting, and how accounting and
financial reporting will need to react to an increasingly global
economy in a world being “flattened” more every day by advances in
technology and communications.
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An Extraordinary
Leadership Experience
Simply put,
if you’re leading all or part of an organization and you’re looking
for easy solutions about leadership in the Twenty-first Century …..
Don’t come!
Robert
White’s perspective is that leadership today is simple but
definitely not easy. The clear need today is for leaders is to
trust themselves and begin positive, vision oriented communications
to prospects, clients, staff, media, special interest groups, et al
…. while simultaneously paying attention to outstanding execution of
business strategy and tactics.
It’s simple and not easy!
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Facing the Challenge: Whistleblowing and Other Ethical Dilemmas
When the
magnitude of the problems at Enron and Worldcom became widely
known, the people at the center of those storms became overnight
celebrities. These stories grabbed the national headlines and shook
our confidence in top-level management at mega-corporations. These
kinds of problems, however, aren't limited to high-flying executives
at large public companies. These same underlying issues exist in
much smaller companies, affecting mid and lower level managers as
well; the same companies at which many of us may currently work.
This interactive discussion will explore the implications and
consequences of whistleblowing based on a real-life example
encountered at an "everyday" company. Other
ethical dilemmas will also be presented to motivate participants to
evaluate and discuss how they might respond to certain
real-life situations.
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Human Capital - The
Key to Your Future Financial Success
As U.S. business
has moved from a manufacturing to an information economy, the
premium placed on the brain power of employee talent in
organizations (versus the more traditional valuations of the plant
and equipment they own) will be a major contributor to future EPS in
the new millennium. Mc Kinsey & Co., through vehicles like their
Talent Management Index have been able to quantify that those
companies with the best talent have been able to deliver a 22%
higher return to shareholders than their industry peers. The Kelly
Financial presentation will discuss some of these concepts and share
relevant Bureau of Labor statistics trends that suggest finding the
best financial talent will become an increasing challenge. They
will offer suggestions on the adoption of a company talent strategy
to help ensure that you stay ahead of the curve by identifying and
retaining “A” financial employees who can help you maintain
sustainable competitive advantage and ensure your future financial
success.
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Increasing Profits and Performance with Ownership Thinking
As a business
owner or leader, you’ve probably agonized over why your employees
don’t see the business as you do.
Owners are
focused on the company: sales, cash, profitability, the
marketplace. Employees tend to focus on “me”: compensation,
benefits, job security. In this interactive session, you will learn
the fundamentals of the Ownership Thinking process, and obtain the
tools you need move your employees from “me” to “us,” creating a
better work environment and significantly improved financial
performance.
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The Financial Professional and the Three Phases of Knowledge
As a Finance and Accounting
Professional, everyone in the organization views you as an expert on
anything to do with money. After all, you keep the organizations
financial house in order. But what about your personal finances?
This presentation will explore areas of portfolio management and
finance that should be known to all, yet are understood by few –
even within the financial community. This presentation will
challenge your knowledge and leave you with significant insight into
the management of your personal finances. You’re invited to an
entertaining financial exploration of what you know; what you know
you don’t know; and what you don’t know you don’t know about your
personal finances.
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Office
Peace
Barbara
Brannen, from the fun company Playmore, will be giving a delightful
program to challenge you, make you laugh and help you to find a
whole new way to go to work and behave. In this session you will
cover nine core concepts that literally create office peace. All the
situations that frustrate and curl the hair of managers and
employees alike can be changed with some fun and a few twist and
turns. The program will arm you with props to keep the spirit going.
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Share-Based Payments under SFAS 123 (Revised)
This session will provide an
overview of the new share based payment rules issued by the FASB
issued in December 2004. These new rules are applicable for calendar
year private companies effective January 1, 2006. Specific topics
will include measurement and valuation methods, equity vs. liability
classification of awards, expense attribution methods, modifications
and income tax consequences.
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Tax Risk
Management
There have been numerous changes to
the area of tax risk management in the past few years including the
Sarbanes-Oxley legislation and the recently released Financial
Accounting Standards Board Interpretation No. 48. The purpose of
this course is to pull together the state of tax risk management.
The course will provide guidance to companies and their auditors to
help determine that tax, as on of the key costs in the business, is
being properly managed and that the inherent risks in the tax
position of the organization are being both understood and properly
controlled.
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Understanding the
Schemes of Fraud
Sheri will
discuss through case study and examples of the tried and true “tools
of the trade” used by white collar criminals—albeit the unsuccessful
ones who were finally caught. This seminar will review the schemes
and methods to uncover the crime. Class discussion will be
encouraged to uncover the creative thinking necessary to investigate
a financial crime in any industry.
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