National Conference 2002 - San Antonio, Texas
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 Hotel: Adam's Mark Hotel & Resorts (http://www.adamsmark.com/sanantonio)Address: 111 Pecan Street, East, San Antonio, TX 78205 Telephone: 210.354.2800 Room Rate: $149.00 per night + tax (currently 16.75%) for S/D/T/Q The Adam's Mark Hotel & Resorts San Antonio-Riverwalk is located on the Riverwalk at Soledad Plaza in downtown San Antonio. The resort is within walking distance of the Alamo, the Convention Center and Hemisfair Plaza. From the moment you enter the expansive lobby of the Adam's Mark San Antonio Riverwalk, you will be impressed by the grandeur of Italian marble blended with original artwork and design incorporating the unique colors of the city. The open atmosphere, vibrant Riverwalk location and multiple dining and entertainment venues welcome you with a sense of excitement. |
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| SCHEDULE | ||||||||||||||||||||||||||||||||||||
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| Wednesday, June 12, 2002: | ||||||||||||||||||||||||||||||||||||
| 7:30 a.m. - 9:10 a.m. | Pre-Conference Bonus Seminar - EFWA Leadership Training Series Management Styles |
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| 9:20 a.m. - 11:00 a.m. | Pre-Conference Bonus Seminar - EFWA Leadership Training Series Negotiating Conflict Situations |
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| 11:10 a.m. - 12:50 p.m. | Pre-Conference Bonus Seminar - EFWA Leadership Training Series Presentation Skills |
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| 3:00 p.m. - 4:00 p.m. | CONCURRENT EXCHANGES (AE) Affiliate Exchange (MALE) Members-At-Large Exchange |
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| 4:20 p.m. - 6:00 p.m. | Mission: Being an Extraordinary Professional by Catherine Jewell | |||||||||||||||||||||||||||||||||||
| 6:30 p.m. - 7:30 p.m. | Barge Tour of the River * Barge departs from Holiday Inn on the River |
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| Evening | On Your Own for Dinner | |||||||||||||||||||||||||||||||||||
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| Thursday, June 13, 2002: | ||||||||||||||||||||||||||||||||||||
| 8:00 a.m - 9:40 a.m. | Investing in an Uncertain Market by Dave Otto of Edward Jones |
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| 9:40 a.m. - 10:10 a.m. | Refreshment Break with Exhibitors | |||||||||||||||||||||||||||||||||||
| 10:10 a.m. - 11:00 a.m | CONCURRENT SESSIONS (1A) Trends in HR: Outsourcing by Richard Goldman, EESIS, Inc. (2A) Social Security: Planning for the Future by the Social Security Administration |
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| 11:10 a.m. - 12:00 noon | CONCURRENT SESSIONS (1B) Smart Women/Smart Lives by Alice Rowe (2B) Expanding Exposures Being Faced by Practicing CPAs by Mark Cheffers, AccountingMalpractice.com |
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| 12:00 noon - 2:00 p.m. | Lunch with Keynote Speaker The Honorable Ann Richards |
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| 2:00 p.m. - 2:50 p.m. | CONCURRENT SESSIONS (1C) Work Styles: So That's Why You Drive Me Crazy by Alice Rowe (2C) SEC Developments: Pro Forma Financials by Charles Amsler, SEC |
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| 2:50 p.m. - 3:20 p.m. | Refreshment Break with Exhibitors | |||||||||||||||||||||||||||||||||||
| 3:20 p.m. - 4:10 p.m. | CONCURRENT SESSIONS (1D) AICPA WLWIEC: Committee Update by Rita Meouchy, Grace Miller and Marilyn Huset (2D) Retirement Planning: How Much Will I Need? by David Weaver, Edward Jones |
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| 4:20 p.m. - 5:10 p.m. | CONCURRENT SESSIONS (1E) AICPA WLWIEC: Roundtable Discussions by Rita Meouchy, Grace Miller and Marilyn Huset (2E) Corporate Governance by Kathryn Landauer of Jenkens & Gilchrist |
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| 6:30 p.m. - 9:00 p.m | Cocktails & Awards Banquet | |||||||||||||||||||||||||||||||||||
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Friday, June 14, 2002: |
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| 8:00 a.m - 9:40 a.m. | Getting Yourself Back Together and Ready for the Next Deadline by Dr. Kathleen Quinn | |||||||||||||||||||||||||||||||||||
| 9:40 a.m. - 10:10 a.m. |
Refreshment Break with Exhibitors |
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| 10:10 a.m. - 11:00 a.m. | CONCURRENT SESSIONS (1F) Networking for Success by Moritza Day, Day West & Associates (2F) Economic Update by Keith Phillips with the Federal Reserve Bank |
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| 11:10 a.m. - 12:00 noon | CONCURRENT SESSIONS (1G) How Estates Are Taxed and Consequences of Poor Planning by Jane Tillinghast of Jane Tillinghast, CPA (2G) Business Valuations: Valuing Goodwill and Intangible Assets by Josephine Giordano of White Giordano & Associates, Ltd |
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| 12:00 noon - 2:00 p.m. |
Lunch and Annual Meeting |
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| 2:00 p.m. - 2:50 p.m. | CONCURRENT SESSIONS (1H) Estates and Wills by Suzanne Schorlemer-Bailey with Oppenheimer, Blend, Harrison & Tate, Inc. (2H) GAAP Update by Nancy Ozuna, Hanke Green & Stein, P.C. |
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| 2:50 p.m. - 3:20 p.m. | Refreshment Break with Exhibitors | |||||||||||||||||||||||||||||||||||
| 3:20 p.m. - 4:10 p.m. | CONCURRENT SESSIONS (1I) Delegation Skills by EFWA (2I) Tax Court Litigation: Strategies, Tips & Tidbits by Elizabeth Copeland of Oppenheimer, Blend, Harrison & Tate, Inc. |
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| 4:20 p.m. - 5:10 p.m. | CONCURRENT SESSIONS (1J) Mentoring Relationships by EFWA (2J) Tax Update: Amendments Due to Retroactive Issues by Patricia Quintana-Perron of Hanke Green & Stein, P.C. |
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| 7:30 p.m. - 9:30 p.m. | Fiesta Noche del Rio at Arneson River Theater |
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| There will be two concurrent breakout sessions at a time. One track will be career development topics and the other track will be technical topics | ||||||||||||||||||||||||||||||||||||
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Times are subject to change |
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| TOPICS AND SPEAKERS | ||||||||||||||||||||||||||||||||||||
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| Pre-Conference Bonus Seminar This year, the AWSCPA is partnering with The Educational Foundation for Women in Accounting (EFWA) in presenting a Pre-Conference Bonus Seminar including three dynamic workshops:
In addition to the customary and valuable accounting, auditing, tax and financial planning updates, concurrent sessions will be presented by recognized experts in their fields and cover such timely topics as (partial listing):
 The Society is really excited that our conference will be honored by The Honorable Ann Richards, former governor of Texas, who will give the keynote address on Thursday. The 45th Governor of the State of Texas, Ms. Richards catapulted into the national consciousness with her unforgettable speech at the 1988 Democratic National Convention. This brilliant former teacher and mother of four was one of the most effective elected officials, first as State Treasurer and then as Governor. She created thousands of jobs; rewrote the penal code; introduced educational policies that raised SAT scores and reduced the drop-out rate; and brought state government directly into the communities. She pioneered major fiscal and social reforms and worked tirelessly to appoint more minorities and women to state posts. She currently serves on many corporate boards, works with a major law firm and lectures. A long time advocate of civil rights and economic justice, she appointed more women, blacks and Hispanics than any of her predecessors. She is known for speaking out for women's issues and admonishing women to assume leadership roles in every arena. You won't want to miss this dynamic woman's keynote address to our Society.Plans are coming together for a fabulous conference with two and a half days of interesting speakers and topics certain to please both attendees in public practice and attendees in industry. The conference will kick things off with the annual Affiliate and Members-At-Large Exchanges on Wednesday afternoon prior to the first general session. The AWSCPA Conference features many top level professional speakers as well as many local and regional experts. Catherine Jewell is a keynote speaker and career coach with 25 years experience in marketing, advertising and publishing. Her varied career includes five years in magazine publishing and 13 years as an executive with one of America' s top 100 advertising agencies. She has also served as marketing director for a national accounting firm and as training director for a Fortune 500 company. Catherine is passionate about helping people enjoy life and find meaning in their work. Throughout her career, she has made herself available to friends and associates as an informal career coach. She has helped numerous business professionals discover and make a successful mid-life career change. Most of all, Catherine is the ultimate optimist who can stir the soul, inspire the dream and support success. Her book, "31 Days to a Better Boss" is nationally-acclaimed. She will address participants on Wednesday, June 12 with "Mission: Being an Extraordinary Professional". Dr. Kathleen Quinn is a local television personality with a biography that doesn't due her knowledge and expertise justice. She began her work as a psychotherapist in 1969 and went on to become a nurse practitioner in women's health. She holds a doctorate in marriage and family psychotherapy from St. Louis University, a master's degree as a nurse practitioner in women's health from Vanderbilt University, and master's degrees in religious education and in theological studies from Notre Dame Seminary and in guidance and counseling from the University of New Orleans. In addition, she holds a certification in high risk obstetrics. Because of her extensive research in the field of sexual abuse, she chaired the Louisiana Task Force on Sexual Abuse of Minors and serves as the Executive Director of the National Sexual Trauma Center. Dr. Quinn hosts television's Broken Wings which airs internationally on the web. She serves as consultant to the Archdiocesan Marriage Tribunal, and is a licensed private investigator and certified forensic psychotherapist. Dr. Quinn is the CEO of Discovery Integrative Healthcare Centers in four states; she writes for several health care magazines and is a consultant nationally to healthcare organizations in transition as well as to corporations developing an integrative approach to global workforces. She also holds national retreats and is a much sought after national lecturer. Dr. Quinn will kick off the Thursday morning session with "Getting Yourself Back Together and Ready for the Next Deadline". Alice Rowe is an experienced management consultant, trainer, and public speaker. She holds a Ph.D. in Human and Organization Development. Alice describes her expertise as "the people side of work," which includes topics such as team building, communication, decision-making and leadership. She uses a highly participative, motivational style, based on her conviction that the best learning happens when participants are involved both intellectually and emotionally. Dr. Rowe is also the author of "Where Have All the Smart Women Gone?" Her book is an enlightening portrayal of smart women in our culture. She often presents on the topic of women and achievement. Self employed, Alice has taught on the community, college and masters levels, as well as consulted with a diverse range of public and private organizations. She continues to focus her energies on developing presentations and seminars that respond to the contemporary needs of men and women in the workplace. In addition to quality continuing education, we will be enjoying many of the things that make San Antonio unique. Our evening activities will begin Wednesday with a narrated cruise down the scenic San Antonio River, where we will enjoy all the River Walk sights, including the terrific shops and restaurants. Our annual awards dinner on Thursday night will be held at the historic site of the Ursuline Convent and Academy, a short walk from our hotel. Erected between 1848 and 1868, the buildings and beautiful chapel are located on the River Walk in a secluded, park-like setting nestled among the skyscrapers of downtown San Antonio. The Southwest School of Art & Craft now occupies the site. Please visit its web site at www.swschool.org for more information about this wonderful location. Plan to stay over Friday night, as our closing event will be an evening at Fiesta Noche del Rio, translated "party night of the river." This extravaganza showcases the dances and music of Old Mexico and San Antonio. The annual event, held only on summer weekends, is the oldest outdoor performance of its kind in the United States. The Fiesta takes place in the heart of the River Walk at the unique Arneson River Theater, where the San Antonio River separates the audience, seated on grassy steps, from the stage. Included with the full registration fee for conference attendees, tickets will also be available for a nominal fee for family and friends. Visit San Antonio's website at www.sanantoniocvb.com to read more about Fiesta Noche del Rio. Have you seen the movie "Miss Congeniality"? The movie gives a glimpse of San Antonio and many of the sights we will be seeing, including the Alamo and the Arneson River Theater, where some of the competitions for the "beauty pageant" were filmed. Keep humming "Deep in the Heart of Texas" and make plans to saddle up for a great conference. CPE: Following the guidelines specified in individual state regulations, up to 18 hours of continuing professional education credits may be available for the Conference sessions |
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| SIGHTSEEING | ||||||||||||||||||||||||||||||||||||
| San Antonio is a great city with many cultures and a proud heritage. A city made up of many cultures brought here by the 5 military installations as well as the native Latino culture. San Antonio offers many selections of restaurants, museums and entertainment. As the saying goes, "everything is bigger in Texas," and shopping in San Antonio is no exception! The eighth largest city in the United States, San Antonio offers an abundant variety of shops, galleries and malls containing collectibles and clothing as unique and diverse as the Texas landscape. From fine art to Western wear to spicy salsas, you can be sure no shopping list will be left incomplete. The Alamo has more than 2.5 million people a year visit. The 4.2 acre complex known worldwide as "The Alamo" is where people come to see the old mission where a small band of Texans held out for thirteen days against the centralist army of General Antonio Lopez de Santa Anna. Although the Alamo fell in the early morning hours of March 6, 1836, the death of the Alamo Defenders has come to symbolize courage and sacrifice for the cause of Liberty. The Guadalupe Cultural Arts Center (GCAC) was founded in 1980 as a non-profit, multi-disciplinary organization whose mission is to preserve, promote and develop the arts and culture of the Chicano/Latino/Native American peoples. Each year the Center presents and produces a season of events, exhibitions and festivals, including the San Antonio Cine Festival, the Juried Women’s Art Exhibit, the Tejano Conjunto Festival en San Antonio, the San Antonio Inter-American Bookfair & Literary Festival, Hecho a Mano/Made by Hand fine arts and fine crafts market, a season of plays by the resident theatre company Los Actores de San Antonio, the Performing Arts Series, and productions featuring the Guadalupe Dance Company. The House is located on a bend of river, at the foot of King William, one of the oldest historic districts in Texas. Carl Hilmer Guenther founder of Pioneer Flour Mills, built this elegant home in 1960. The restored house offers a museum where mill memorabilia is displayed. Of interest to collectors are the Dresden china anniversary plates made in Germany until WWII. America's Original Kiddie Park, as verified by the National Amusement Park Historical Association sits in San Antonio. Established in 1925, a highlight of any visit to Kiddie Park is the 1918 Herschell-Spillman Carousel featuring 36 jumping horses and two Chariots. This lovely carousel was created in North Tonawanda, New York and originally located in Miami, Florida. It has been wearing its magic on the children of San Antonio and many visitors since 1935. |
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| SPONSORS | ||||||||||||||||||||||||||||||||||||
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| Opportunities are still available to be a sponsor of the conference, to have an exhibit at the conference, or to place advertisement in the conference binder. Contact the AWSCPA office at the address below to receive an information packet or click here. The following companies and firms are supporting this year’s event with contributions, thank you! Platinum Conference Sponsor Alexandra L. Miller, CPA. P.C. |
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| FEES | ||||||||||||||||||||||||||||||||||||
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| Join AWSCPA when you register for the conference and the $25 membership application fee will be waived – with the early bird discounts; you could save a total of $75! * One-day fee includes all scheduled activities and meals on the day selected. |
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| REGISTRATION | ||||||||||||||||||||||||||||||||||||
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| CONTACT US | ||||||||||||||||||||||||||||||||||||
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AWSCPA NATIONAL OFFICE |
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