Accounting and
Auditing

Corporate Finance

Management and Leadership

Taxation and
Special Topics

7:00 - 7:45

Registration and Continental Breakfast
Sponsored by Washington Mutual

7:45 – 8:00

Welcome and Opening Remarks

8:00 - 8:50

“Three Simple Marketing Strategies to Help You Sell More in Less Time”
Adrienne Zoble, President, Adrienne Zoble Associates, Inc.

9:00 - 10:45

“FASB Update”
Larry Schumann, CPA
PricewaterhouseCoopers LLP

“Adding Value to a Business: Preparing for Sale or Financing”
Karen Brady, Attorney
Karen Brady & Associates, P.C.

“Strategy of an Executive Job Search”
Ken Philbrick, CPA
Adam James Search

“IRS Controversies:
Helping Taxpayers in Troubled Times”
Lucy Gerlach, JD, LLM
Davis & Associates, P.C.

10:45 - 11:15

Vendor Visitation

11:15 – 12:00

“FASB Update”
Larry Schumann, CPA
PricewaterhouseCoopers LLP

“Is there an Enron in your Future?
Lessons about Fraud and Liability”
Ed Eksterowicz, CPA
Camico Services, Inc.

“Ensuring Process Integrity as Part of a System Implementation”
Scott Dickinson
Jefferson Wells International

“Impact of the Rising Deficit on the Economy”
Brian Friedman, CFA
GHP Investment Advisors, Inc.

12:05 -1:30
Lunch

“Building a World Class CFO Organization”
Kim Patmore, CPA - Executive Vice President/Chief Financial Officer, First Data Corp.
Lunch co-sponsored by Intuit Complete Payroll and Karen Brady & Associates, P.C.

1:30 – 2:00

Vendor Visitation

“Colorado Rules & Regs – After the Reform of the Accounting Profession”
Kevin O. O’Brien, CPA, JD
University of Denver
Colorado Qualifying Ethics

“Growth Through Financing:  Alternatives for Businesses in Transition”
Joanne Thompson
Money Dynamics, Inc.

“Cost Accounting is Productivity’s Public Enemy #1”
Jason Melancon
Breakthrough! Inc.

“Interviewing Witnesses and Testifying Skills for the Forensic Accountant”
Sheri L. Betzer, CPA, CFE
Betzer, Critchfield & Co., L.L.P.

4:00 – 4:50

“Eye on the Prize:  Staying Focused in a Challenging Environment”
Oren G. Shaffer, Vice Chairman & Chief Financial Officer,
Qwest Communications International

5:00 – 6:30

Cocktail Reception/Cash Bar
Hors d’Oeuvres provided by Jefferson Wells International

Saturday September 20, 2003
 

Accounting and
Auditing

Information
Technology

Management and
Leadership

Taxation and
Special Topics

7:00 - 7:45

Registration and Continental Breakfast
Sponsored by Resources Connection and Clifton Gunderson LLP

7:45 - 8:00

Welcome and Announcements

8:00 - 9:40

“Sarbanes-Oxley
Section 404”
John Colgan
ICG Communications
Robert Troccoli, KPMG

“Excel Tricks and Traps”
Bridget McGarrity
Jefferson Wells International

“Using Coaching Techniques to be a Better Communicator and Manager”
Kendra Lee
KLA Group

“Individual Tax  Update”
Victoria Marschner, CPA, MT
Clifton Gunderson LLP

9:50 - 11:30

“Sarbanes-Oxley -
Complying with Corporate Reform - Panel”
Leader:
Mark Siegel, CPA
Ernst & Young LLP

“The Truth is Out There:  Using Data Analysis Technologies to Make Better Decisions”
Carl Dubl
Microsoft &
Chris Courim
CarpeDatum Consulting

“Ethical Decisions:  Individual Issues and Organizational Determinants”
Sean Valentine, D.B.A.
University of Wyoming

“Corporate Tax  Pitfalls-Don’t Trigger the Audit”
Jim Thompson, CPA
Sole Proprietor

Lunch

“Visions and Missions: Anticipation and Action”
Courtney Cowgill, CPA, CMA, CIA, CFE
Chief Financial Officer/Corporate Treasurer, Oceanic Exploration Company

1:20 - 2:10

 PLG Consultants

 XBRL International

 Auromira Executive Advantage

“Cost Accounting for the Federal Government”
Robert A. Walls Jr., CPA
Ernst & Young LLP

2:20 -4:00

“Statutory Ethics”
Mary Feeney Bonawitz, PhD, CPA
Penn State University-Capital College
Colorado Qualifying Ethics

“Business Intelligence Concepts, Tools & Techniques”
. Richard Engel, CPA
Lanius BPM

“Why Major Change Initiatives Fail and What Executives Can Do About It”
Wendi Peck
Dr. Bill Casey
ELG, Inc.

“Government Contract Update - Panel”
Leader:
Roger Holbrook, CPA
Ernst & Young LLP

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