2007

Advanced QuickBooks Reporting

The beauty of QuickBooks lies in its reporting functions. Learn how to use these reports to facilitate good management decision-making. We will begin with some basic reports such as the Profit and Loss Statement, Customer List, Job Costing, A/R and A/P. We will then learn how to modify these reports to make them more meaningful. You will also look at a cash basis balance sheet and find out how to determine the cause of items still showing in A/R and A/P. And you will get suggestions on how to handle these A/R and A/P items at year-end. If time allows we will take a look at ODBC (Open DataBase Connectivity).

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Become In”Credible” with Seniors

Of all the demographic trends at work in the marketplace today, perhaps the most significant is the aging of the American population. Thanks to technology and healthier lifestyles, two-thirds of all the people who have lived past 65 in the entire history of the world are alive today. Getting into the heart of this market takes a special skill. Professionals must know the unique skills it takes to penetrate this market. The topics below outline four basic concepts that we will be presenting:

1. Demographics of the Senior Population
2. Trends of Aging / Social Aspects of Aging
3. Ethical and Effective Marketing to Seniors
4. Communication Skills Needed for Older Adults

 This presentation also provides a fascinating and entertaining look at how an aging population is reshaping the country, challenging stereotypes and forcing us to look at aging in entirely new ways. Understand how health, financial and social factors can be managed to improve the lives of seniors and benefit those who advise them. Other important topics covered: *Understanding Chronic Illnesses with Seniors *Building a Strategic Alliance with Other Professionals

When you add specialized knowledge of seniors to your own professional expertise, you have a potent combination of abilities that make you more valuable to your senior clients – and launches you ahead of less knowledgeable competitors.

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Building a Great Place to Work

EKS&H is a three time winner of the best place to work in Denver for large companies.  Bob Hottman will share with you some of his thoughts on how you can make your company a best place to work.

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The Economic Impact of Immigration

Immigration is a “lightening rod” issue in our country. The media is bombarding us with stories of a political and social nature, often reflecting extremist views on immigration reform proposals. True facts about the economic costs and benefits of immigration are rarely presented and hard to calculate.

Colorado is at the center of the immigration issue with the recent ICE raids at Swift & Company, the large number of immigrant works in all areas of Colorado’s economy and the announcement of the candidacy of immigration hardliner, Colorado Representative Tom Tancredo for US President.

Here is your opportunity to obtain accurate facts about the “Economic Impact of Immigration”. The Keynote Presentation will begin with a discussion of the costs and benefits presented by Dr. Benjamin Powell, Assistant Professor of Economics at Suffolk University. Dr. Powell is one of the leading economists in the U.S. who has studied immigration. This will be followed by a panel discussion with representation from academia, business and public policy.

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Economics of Investing Internationally

Don't Build Your Portfolio BRIC by BRIC - Important Things to Consider When Investing Internationally

Foreign stock markets have been hot over the past several years. In particular, stocks in many developing countries have produced spectacular returns. How does a financially literate investor assess the risks of overseas markets? What are the important factors to consider when examining a foreign country or company? Brian will point to several important factors - some simple but often overlooked - when thinking about overseas investments.

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Enterprise Risk Management ERM/Risk Assurance

Risk Management: What next, or better yet, where do I start?

The world is constantly changing. Greater demand for your product results in changes to your operations, improved technology introduces new access paths to your data, and stockholders expect financial information sooner. These pressures force management to change their organizational structure and related business processes to be faster and more efficient. But what guarantee do you have that the company’s internal control structure continues to ensure all of the risks are adequately mitigated. In this presentation, we will talk about those risks (new and old) and what a company must do to provide some level of assurance that all regulatory requirements have been met, and monitoring procedures are in place to address potential exposures. We will provide comparisons to illustrate what your competitors are doing and what the specialists consider the norm.

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FASB Update

What's happened with accounting standards this last year? Where is the "Accounting Standards Setting Process" headed? - GAAP for private companies? International impact? Who will control the process? The reengineering of GAAP Hierarchy.

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The Five C's of Commercial Credit

Have you ever wondered how banks make credit decisions for your business or business clients? Marc will present how the lending process works. This presentation will assist in understanding how banks underwrite commercial credit along with best ways to position yourself or your clients, for a successful lending experience.

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How International Sales Terms Impact Cost, Risk and SOX

Learn what Incoterms are, aren’t, do and don’t do. Understand how the use of Incoterms not only determines who pays the cost of shipping, but also determines what is the price and where does risk pass? Lean how Incoterms can be used as a default point of title transfer to recognize revenue. Participants will receive a handy cheat-sheet to use when converting from the soon-to-be out-dated UCC shipping terms to Incoterms.

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Issues and Answers for Business Owners

The Program describes services and solutions for closely held businesses including:

Cash management alternatives to potentially increase return on working capital

Risk management strategies to protect your business, family and key employees who rely on your business.

Retirement plans - does your company sponsor one and if so, does it go far enough in helping you reach your financial goals?

Executive compensation - more alternatives for accumulating retirement assets

Exit strategies - making the transition from business ownership to retirement.

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Keeping the Boogeyman at Bay: IT Security for Small Business

There’s good news and bad news. The good news – dropping costs in recent years for broadband Internet, networking technology and Web applications have enabled small businesses to implement technology solutions that in the past were only available to big business. The bad news – use of this technology creates information technology security vulnerabilities equal to those of larger companies. Unfortunately, small businesses general have fewer resources with which to defend themselves due to limited information technology (IT) budgets and staffing.

From wireless networking, to network security to securing your company’s laptops before they walk out the door, the number of threats and amount of information on how to deal with them can be overwhelming. Join The Uptime Group as they sort out what and what are the real threats to your company’s information security. The answers might surprise you….

Recognized as experts in information security, The Uptime Group has worked with hundreds of clients and not had a client’s computer system compromised in its seven-year history. They have also taught other IT professionals the art and science of information security, including the City of Denver IT staff.

Leader's Guide to Maximizing Your Organization's Performance

Organization development is defined as a planned, organization-wide process of change.  In today’s environment of heightened accountability, we all have a role to play – especially those responsible for management and systems of accounting and internal control.  This session addresses fundamental aspects of how organizations change and processes used to assess the need for changes in:       

ØCulture
ØCongruence of accounting and management control systems and
ØConsistency in evaluating the “employee” aspects of organizational change       

Participants will learn the difference between change management and organization development (OD), and how organizations use OD to go beyond surface changes and address underlying assumptions and values.

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Let's Talk Type

“Let’s Talk Type” will focus on: identifying one’s own communication style and preferences, recognizing that clients and employees with whom one interacts may have an opposite style, and learning adaptive behaviors and techniques to communicate with others more effectively. This approach can help improve work relationships when directing employees, giving employees feedback on performance, managing conflict with or between employees, chairing meetings, etc.

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The New Challenge: Navigating Compliance and Fraud

Fraud remains an unavoidable risk for business today. The consequences of fraud and corruption can be devastating for an organization, its executives and shareholders. Combating todays fraud risks with the ongoing challenges of regulatory compliance is no small undertaking. During this session we will discuss these two challenges and ways that your organization can effectively manage both.

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QuickBooks Niches, 3rd Party Add-ons, Payroll, Sales Tax, COA and Class Tracking

Thanks to your help and diligent recordkeeping, many small businesses are becoming very successful. Their growth may be pushing the limits of their QuickBooks programs. These businesses may not want to leave the QuickBooks comfort zone to go to a large and costly mid-market software package. There are many add-on packages that integrate very well with QuickBooks. For instance, FishBowl Inventory manages manufacturing and distribution in many locations while leaving the accounting function in QuickBooks.

This special topics presentation will begin with a look at 3rd party add-ons including FishBowl Inventory, Legrand Customer Resource Manager and other 3rd party solutions. You will be given a binder with data sheets from some of the more commonly used 3rd party providers.

The remainder of the seminar will be class driven. We will begin by looking at sales taxes and some of the issues facing businesses in Colorado. We then will look at issues related to the chart of accounts, class tracking and payroll, if you wish. You will be given an opportunity to bring your questions to the seminar and, as time allows, get your questions answered.

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SAS 99 Meets the Psychopath

During this session, you will gain insights into SAS 99's fraud brainstorming process, hear about the growing phenomena of workplace psychopaths, learn to spot markers left by potential psychopathic fraudsters, and develop an understanding of the potential impact of the COSO, COBIT, and other control frameworks on psychopathic fraudster activities.

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Small Business Advice - Payroll, Self Employment, OIH and More

Victoria Marschner will bring her extensive tax knowledge and fun speaking style to a presentation on Small Business Tax Issues.  Some of the topics include home office deductions, auto use, family members as employees, and health insurance.  Come here about the issues that affect the small business owner.

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Squashing the Two Biggest Lies in Internal Audit

All professionals are faced by many challenges every day, but imagine if you are an integral part of a company and are responsible for interacting with every manager in the company, however you receive no respect and people even duck and hide from you when they see you coming.

Well, for some internal auditors, that is their life; for others, the challenges we face working with management are not as apparent.

Nonetheless, all auditors will benefit from nurturing healthy, objective relationships with management through effectively marketing their internal audit services. This course will explore internal audit services offered to a company as well as provide ideas on how to effectively market the internal audit activity to gain support from management and to be recognized as a value-added, trusted advisor.

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Tax Efficiencies for Small Businesses

There are many possible tax reduction strategies that could potentially lower tax liabilities. The strategies presented will hopefully translate into increased cash flow, more tax-efficient operations and proactive financial decision-making. A sample of the strategies includes the research tax credit, a fixed asset study, cost segregation services, inventory analysis and Tax Process Management.

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The Trials of Nacchio and Skilling--Ethical Lessons for the CPA

This two hour ethics seminar focuses on the ethical lessons for both internal and external CPAs emanating from the trials of Joe Nacchio and Jeffrey Skilling. Clips of the movie "Enron: The Smartest Guys in the Room" will be shown to set up a number of lessons for the CPA. Kevin O'Brien also attended the Nacchio trial on a daily basis to document the relationship of Naccho with his professional employees including CPA Robin Szeliga, CFO of Qwest who struggled with the "prisoner ethical dilemma" in deciding to testify against Nacchio in exchange for a favorable criminal insider trading sentence.

Learning Outcomes:

* You will understand the similarities between these two CEOs that indicate ethical "red flags" for the CPA.

* You will recognize how the actions of Nacchio and Skilling, as disclosed in their criminal trials, trigger both classic ethical considerations as well as current professional ethical standards including Rule 7.3(a) and (b) (don't subordinate rule and whistle blowing rule respectively).

* You will be able to apply the various legal liability provisions that could apply when interacting with executives that fit the Nacchio/Skilling model including the burden of proof distinctions between criminal prosecutions and SEC civil accounting fraud charges.

* You will gain an appreciation of how the federal sentencing guidelines as applied to these two CEOs and the organizational sentencing guidelines as applied to Qwest and Enron provide valuable insight on how the professional and ethical lives of the CPA intersect.

* You will recognize the future CPA ethical practice trends these trials will engender over time including the increasing role the PCAOB will play.

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Unclaimed Property

The Division of Unclaimed Property presents Unclaimed Property Workshops to inform and assist business entities on issues relating to unclaimed property as prescribed by Title 38, Property – Real and Personal, Article 13, Unclaimed Property Act. The workshop consists of a five-module presentation, with each followed by a dedicated question and answer section.

     INTRODUCTION AND OVERVIEW
     HOLDER RESPONSIBILITY AND REPORTING
     ELECTRONIC REPORTING
     UNCLAIMED PROPERTY AUDITS AND COMPLIANCE
     CLAIMS, REIMBURSEMENT, REFUNDS

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Copyright © 2001 Rocky Mountain Area Conference for Finance and Accounting Professionals