Speakers and Courses

Sunday, October 18

10:00 am – 4:30 pm Women’s Leadership Academy
Optional Pre-Conference Session
Conducted by Mary Bennett, MBA, CEC, Executive, Crowe Horwath
Program Level: Intermediate
NASBA Field of Study: Personal Development
CPE Credit: 5.5 hours

Join us for this comprehensive customized leadership development program where leadership development planning, dialogue with peers regarding the advancement of women leaders, the building of leadership networks, and career/life integration planning will be delivered. For those attending the 2008 Women’s Leadership Academy, a separate alumni course will be conducted to review, track and modify goals and plans originally established. This intensive academy will include pre-work assignments, the establishment of an ongoing network with a post-event coaching/mentoring circle and provide attendees the ability to participate in subsequent courses and networks. The session will be led by Mary Bennett, Executive with Crowe Horwath with more than 22 years of experience in the accounting and consulting industry. Mary is the found of the Women Into Leadership Program within Crowe and has been instrumental to the firm’s success with expertise in practice leadership, business development, market expansion, and women’s leadership and inclusiveness programs. She has served as account relationship executive, engagement executive and certified executive coach.

Monday, October 19, 2009

7:00 am – 5:30 pm Registration Open

8:00 – 8:50 am Early Bird (EB1)
Next Generation Accountant
Darren Root, CPA.CITP, Executive Editor, The CPA Technology Advisor
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1 hour
For Next Generation Accounting firms, change represents an opportunity for improvement and elevated success. To get there requires following a simple formula: Define, Communicate, Deliver. Learn about the steps required to elevate your firm to Next-Generation status. Examine the ever-changing climate of the profession and how to manage paradigm shifts. Evaluate the newest technologies and how to properly assess them for use in your firm. Discuss the value of integrated systems and a paperless work environment. And hear about the benefits of SaaS and the virtual office.

8:00 – 9:00 am ASWA Regional Director Strategic Planning Meeting

9:00 – 10:00 am ASWA Leadership Meeting

9:00 – 9:50 am Early Bird (EB2)
Information Risk Coverage for Accounting Firms
Mark Silvestri, NetProtect Product Line Manager, CNA
Program Level: Appropriate for All Levels
NASBA Field of Study: Management Advisory Services
CPE Credit: 1 hour
Did you know . . . privacy laws are on the rise, and so are CPA firms’ exposures. Despite your diligence in securing your network, it can still be used without your knowledge to attack others, causing network damage. This session will explain the information exposures that CPA firms face everyday as well as provide an overview of CPA NetProtect – network risk and privacy claim coverage offered through the AICPA Professional Liability Insurance Program.

10:00 am – 12:00 pm ASWA Chapter Exchange Meeting

10:00 am – 12:00 pm ASWA Member-at-Large Meeting

10:00 am – 12:30 pm AWSCPA Member Exchange Meeting

12:00 – 12:30 pm ASWA Bylaws Forum

12:50 - 2:30 pm Opening Keynote Session— Getting Smart About Money: Regardless of the Economy
Charlotte Stallings, Investment Strategies Expert, Getting Smart! LLC
Program Level: Basic
NASBA Field of Study: Management Advisory Services
CPE Credit: 2 hours
Even before the U.S. economic downturn, many people drove, wore and lived in their money, but they had no money. Remember, it’s not what you make, but what you keep. Learn to avoid the financial pitfalls and move from mindlessly spending your money to saving and growing it,. You will leave with several tactics that you can immediately implement to live within your means and create a wealthy future at the same time.

2:40 – 3:30 pm Concurrent Sessions 1
Accounting & Auditing (A1)
Four Strategic Technologies that will Rule Accounting in Three Years
Ken Garen, CPA, Co-Founder and President, Universal Business Computing Company
Program Level: Basic
NASBA Field of Study: Computer Science
CPE Credit: 1 hour
Strategic technologies are those with the greatest potential for significant impact on the accounting profession during the next three years. In this session, Mr. Garen will explore and discuss the four strategic technologies of Social Networking, Greener, Web-Centric and Cloud Computing.

Controllership (C1)
Latest Trend in ERP
Kim Yang, Group Manager, Accounting and Controls, Microsoft
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 1 hour
Have you worked with an ERP system before? Have you gone through an ERP implementation in your life? Have you ever struggled with a costly new system that took hours after hours of customizing, adjusting and learning? Do you want to know what comes next? What is the trend in the ERP industry? When will your nightmare with a new system implementation stop repeating? We will answer these questions for you.

Personal and Professional Development (P1)
The Most Common Mistakes Managers Make in an Uncertain Economy
Craig Kapper, Regional Vice President, Robert Half International
Program Level: Basic
NASBA Field of Study: Communications
CPE Credit: 1 hour
This presentation examines the types of management mistakes companies have made in past recessions and provides tips for avoiding common pitfalls. You’ll learn how to effectively communicate with your team during times of change and gain insight into low-cost incentives that can improve morale and productivity levels. You’ll also get advice on how to create a strong, efficient team that’s prepared for the inevitable upturn.

Tax (T1)
Taxes from the State’s Point of View
Kim Wallin, CPA, CMA, Controller, State of Nevada
Program Level: Basic
NASBA Field of Study: Taxes
CPE Credit: 1 hour
Join us for a special “insider’s” look at state taxation with the Controller for the state of Nevada. Kim will give us an in-depth look at how the State sees issues such as enforcement and audits. She’ll also talk about the future of Nevada taxation – are more tax increases expected? If so, what types? This is a great opportunity to get a unique perspective on taxes and government, as well as hear about Kim’s experiences in public service.

3:30 – 3:50 pm Break

3:50 – 5:30 pm Concurrent Sessions 2
Accounting and Auditing (A2)
The Impact of IFRS on IT, HR and Supply Chain
Jim Larsen, National Director of Operations, Resources Global Professionals
Program Level: Intermediate
NASBA Field of Study: Accounting (Governmental)
CPE Credit: 2 hours
The conversion to IFRS will have significant impact on an organization, with some of the impact touching parts of the organization that have nothing directly to do with the generation of accounting entries and financial statements. This session will examine how the information technology, human resources and supply chain areas will see significant changes with the migration to IFRS.

Controllership (C2)
The Wisdom of an Inspired Financial Forecast; Budgeting and Forecasting through Uncertain Times
Diane Dutton, MBA, CPA, Founder, ESO Business Services International
Program Level: Intermediate
NASBA Field of Study: Finance
CPE Credit: 2 hours
In uncertain economic conditions, the financial forecast is critical in the business decision matrix. The CPA’s role in creating a comprehensive bridge between a Top-Level Forecast and the companion budgets will be scrutinized by both internal and external forces. We will look at the process, methodology of presentation and role that gender plays in presenting and/or critiquing the Financial Forecast. We will also look at how, as female CPAs, we can utilize our talents and skills to produce the desired result.

Personal and Professional Development (P2)
Finding a Balance in the Midst of Chaos
Sandy Hansen, Owner/President, Rock Solid Motion
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 2 hours
Come to this session to learn about how you can:

Manage stress, and make on-going positive changes
Live life with more energy, and move forward to find your hidden potential
Manage time to confidently juggle life obligations
Draw on your inner powers to set and reach new goals
Break out of old routines and shake off bad habits that drain energy and creativity
Lead from your intuition and with a creative and open mind
Reach new goals and truly prosper in your career

Tax (T2)
The Steps to Going Paperless
Roger Mongeon, Vice President, Doc.It
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 2 hours
The modern CPA firm has a greater emphasis on information technology today, and for many, that means exploring the “paperless” option. Firms often get started in a rush to go paperless but discover they don’t really understand how to have an effective program for file storage. Roger will look at the steps for going paperless, best practices, and data retention and archiving, including the differences between dynamic versus static file storage. This is a must-see session for anyone in a firm considering the move to paperless storage.

5:30 – 7:00 pm Welcome Reception

7:00 – 9:00 pm Kessler Walk (separate registration required)

7:00 pm Dinner (on your own)

7:00 – 11:00 pm Hospitality Suite Open

Tuesday, October 20

6:45 – 8:00 am Continental Breakfast

6:45 am – 5:30 pm Registration Open

6:45 am – 3:50 pm Exhibit Area Open

7:00 – 7:50 am Early Bird CPE (EB3)
Building Your Ideal Practice: Using LinkedIn as a Business Development Tool
Chip Lambert, Network2Networth, LLC
Program Level: Appropriate for All Levels
NASBA Field of Study: Business Management & Organization
CPE Credit: 1 hour
You’ve heard the hype about Social Media and know you can use it to be successful. You’ve likely received the invitations to join LinkedIn. But what is LinkedIn.com really about? How can it help you achieve your goals? Join this session as participants discuss fundamentals of building your ideal practice and explore how LinkedIn.com can help you leverage your relationships with your current clients, past clients, friends, and colleagues into the practice you’ve always dreamed about.

8:00 – 8:50 am Concurrent Sessions 3
Accounting and Auditing (A3)
Nonprofit Accounting in QuickBooks
Bonnie Mackey, CPA, CSEP, Levin, Silvey, Zelko & Mackey
Program Level: Basic
NASBA Field of Study: Accounting
CPE Credit: 1 hour
This session features new and old financial statement formatting, new reports and functionality.

Controllership (C3)
Relationship Banking: Surviving and Growing During a Credit Crunch
Larry Charlton, Senior VP, City National Bank and Corby White, Senior VP Nevada Cash Management, City National Bank
Program Level: Basic
NASBA Field of Study: Management Advisory Services
CPE Credit: 1 hour
With the current economic situation, businesses need to know how to best manage their banking relationships to ensure they survive the recession. The days of loose lending policies and abundant credit have passed, but banks are still lending and businesses are still operating. Learn how to partner with your financial institution and what you should be doing to position yourself for a successful future.

Personal and Professional Development (P3)
Financial Literacy in these Tough Economic Times…and Beyond!
Melody King, CPA, Controller, Mountain Run, LLC
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1 hour
This session will give ASWA chapter and AWSCPA affiliate members and individuals ideas on how to set up a financial literacy program in their communities. It will give them information on programs that are already available (i.e. – MoneySmart) and how to customize these to meet the needs of their audience.

Tax (T3)
The Role of TIGTA Special Agents and Their Relevance to the Tax Practitioner Community
Vince Picardi, Special Agent, Internal Revenue Service
Program Level: Basic
NASBA Field of Study: Taxes
CPE Credit: 1 hour
Through the investigative efforts of only a few hundred special agents, the Treasury Inspector General for Tax Administration (TIGTA) is tasked with ensuring the integrity of over 116,000 IRS employees while protecting the IRS’s ability to collect revenues totaling approximately $2 trillion. Vince will discuss examples of actual investigations to illustrate the TIGTA’s impact regarding criminal and administrative violations committed by IRS employees, criminal activities by third parties to impede or defraud the IRS and the relevance of TIGTA’s mission to the tax practitioner community.

9:00 – 9:50 am General Session – Economic Update
Thomas Cunningham, Federal Reserve Bank of Atlanta
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1 hour
This session will provide a picture of a U.S. economy that was very weak but is now in a position to begin a modest recovery during the second quarter of 2009. The Federal Reserve Bank of Atlanta feels the need to ground views in a sober, unvarnished assessment of reality, but this session will leave participants with a sense that the Fed is ready and able to respond decisively to emergent problems in the economy and that the Fed’s actions are buttressed by other public policy programs and vice versa. This outlook will look broadly at the national economy including a look at the various financial segments, pressures and public policy response in the near and long term.

9:50 – 11:00 am “Meet and Greet” with Exhibitors & Refreshment Break

11:00 – 11:50 am Concurrent Sessions 4
Accounting & Auditing (A4)
Corporate Fraud: The Statistics, the Suspects and the Solutions
Anne V. Renna, CPA, CFE, Owner, Anne V. Renna, CPA, CFE
Program Level: Basic
NASBA Field of Study: Auditing
CPE Credit: 1 hour
Come to this session to examine the growing crisis of corporate fraud today. Knowledge gained includes the following:

A look at recent studies revealing the alarming rate and financial impact of corporate fraud in America;
A review of the major fraud categories, the prevalent fraud schemes within each category and “The Fraud Triangle”;
Profiles of employees who commit fraud and common “red flags”;
Best practices for preventing and detecting fraud in the workplace

Controllership (C4)
Sharpening the Focus on Accountability
Kim McCormick, CPA, Partner-in-Charge, West Coast Not for Profit Practice, Grant Thornton
Program Level: Overview
NASBA Field of Study: Business Management & Organization
CPE Credit: 1 hour
Over the past few years, there has been an increased focus on the governance of not-for-profit organizations nationwide. This session will review the latest Grant Thornton Not-For-Profit Organization Survey. Improve your organization’s awareness of the latest trends for implementing governance best practices among your board of directors. The presentation will give an overview of:

Board structure and responsibilities
Oversight of investments
Audit committee and the internal audit function
Independence and accountability

Personal & Professional Development (P4)
Mentoring From a Women’s Perspective
Cheryl Leitschuh, President, Leitschuh Leadership Consulting
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 1 hour
Mentoring is a critical strategy for individuals and organizations! However, there are important considerations for women in mentoring relationships. This session will focus on understanding these differences and developing strategies that work!

Tax (T4)
IRS Hot Topics
Geraldine Kelly-Brenner, Stakeholder Liaison, Internal Revenue Service
Program Level: Basic
NASBA Field of Study: Taxes
CPE Credit: 1 hour
A friend at the IRS? If you’ve never heard of the Stakeholder Liaison, you may not have known that you do indeed have a friend at the IRS. There’s someone you can call who can lead you to the right person to talk to about a problem you are having, or someone who can help you with an issue that you believe may be a systemic problem. With the local Stakeholder Liaison in your corner, life may just be a little easier. Jeanne will also discuss other hot topics such as the new Dirty Dozen scams and the latest issues at the IRS.

12:00 – 1:30 pm Awards Luncheon

1:40 – 3:20 pm Concurrent Session 5
Accounting & Auditing (A5)
Shore Up Practice Revenue by Using Online Payroll as the Catalyst
Jody Padar, CPA and James J. Matousek, CPA, LTD
Program Level: Basic
NASBA Field of Study: Marketing
CPE Credit: 2 hours
Come to this session to learn how to sell an online service like payroll and how to use it as an effective client-recruiting tool. You can successfully transform an individuals-only tax practice into a multi-faceted practice that thrives year-round. You will be advised on low-cost and highly effective marketing tools and learn how to leverage these tools to prospect for small business clients.

Controllership (C5)
Good Governance
Karen L. Durkin, MBA, PCC, Principal, Houldsworth, Russo & Company, P.C.
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 2 hours
Governance is the process of decision-making and the implementation of these decisions. In nonprofit organizations, both volunteer board leadership and hired executives share the responsibility to ensure ethical and trustworthy behavior of everyone. This session will cover recently established standards dedicated to strengthening governance, transparency and ethics within the charitable community. We will exchange ideas on how organizations obtain the highest standards of governance and ethical practices that the communities we serve expect and deserve.

Personal & Professional Development (P5)
The Bust Through Mind
Sandy Hansen, Owner/President, Rock Solid Motion
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 2 hours
Don’t just survive - live and thrive! Turn times of trial into opportunities and life victories. Empower yourself, move forward and live a life of fulfilled dreams. Whether your issue is business or personal, Sandy will help you get to the root of it. Once there, you can develop a platform for creating a strategy to overcome difficulties and struggles. Bust through the stumbling blocks in your life to create positive energy and live your dreams.

Tax (T5)
2009 Federal Tax Update
Claude D. Renshaw, CPA, Professor Emeritus, St. Mary’s College Department of Business Administration & Economics
Program Level: Intermediate
NASBA Field of Study: Taxes
CPE Credit: 2 hours
Back by popular demand! Join conference favorite, Professor Claude Renshaw, CPA as he emphasizes some of the most recent activity and gives participants an opportunity for both learning about new rules and reviewing previous legislation still in effect. This session promises to reflect any up to the minute tax law changes.

3:20 – 3:50 pm Break in Exhibit Area

3:50 – 5:30 pm Concurrent Sessions 6
Accounting & Auditing (A6)
Red Flags in Financial Reporting
Ron Ellis, CIA, CFE, Governor, Institute of Internal Auditors
Program Level: Intermediate
NASBA Field of Study: Auditing
CPE Credit: 2 hours
Come to this session to identify the key red flags that are present when financial reporting fraud has occurred.

Controllership (C6) - Nonprofit Financial Management
Dianna Russo, CPA, Managing Principal, Houldsworth, Russo & Company, P.C.
Program Level: Intermediate
NASBA Field of Study: Finance
CPE Credit 2 hours
Nonprofit organizations should be managed like for-profit businesses to achieve success, prosperity and the organization’s mission. However, there are unique challenges including fundraising and grant money. Utilizing a volunteer board to lead and paid staff and volunteers to provide services, also require distinctive procedures to ensure the appropriate use of resources. This session will highlight the top twenty issues that impact a nonprofit organization financially from audit concerns, internal controls, financial reporting and budgeting.

Personal & Professional Development (P6)
Market-Based Management: How to Use it to Add Value in Tough Economic Times
Steve Daley, Director, Koch Industries: Market-Based Management
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 2 hours
Showing up is not enough – as if it ever was. Do you know if you are succeeding in your current role? While results are important, it is the “how” that will determine if you are a key member of your team or business. Could you be doing more, earning more and finding greater satisfaction in your work? Learn how Market-Based Management can help you think about your job, compensation and the business you work for.

Tax (T6) - An In Depth Look at the IRS Appeals Process
Jay Wein, Appeals Team Case Leaders, Internal Revenue Service
Program Level: Intermediate
NASBA Field of Study: Taxes
CPE Credit: 2 hours
For most tax practitioners, the IRS appeals program is a little understood and mysterious part of the tax system. Who qualifies for appeals? How do you get into the process? What kinds of cases are settled in appeals? Jay’s IRS background promises that this will be a fascinating behind the scenes look at how the appeals process actually works and what it can do for you.

5:30 pm Dinner (on your own)

5:30 – 11:00 pm Hospitality Suite Open

6:30 – 8:30 pm ASWA Annual Business Meeting

Wednesday, October 21

7:15 – 8:30 am Continental Breakfast

7:15 am – 6:00 pm Registration Open

7:30 – 8:20 am Early Bird CPE (EB4)
AICPA Women’s Initiative Executive Committee Update
Misean Reed, Manager – Work/Life & Women’s Initiatives, AICPA and Cheryl Leitschuh, Chair, AICPA Women’s Initiatives Executive Committee, President, Leitschuh Leadership Consulting
Program Level: Appropriate for All Levels
NASBA Field of Study: Personal Development
CPE Credit: 1 hour
How are women CPAs faring in the profession? What progress have women made? This session will discuss these topics, current research data and trends, and other initiatives the AICPA is conducting to address the profession’s human capital issues.

8:30 – 10:10 am Concurrent Sessions 7
Accounting & Auditing (A7)
SEC, FASB & IFRS Technical Update Part I
Robert Tebbs, Manager, Deloitte and Patricia Morris, Sr. Manager, Deloitte
Program Level: Basic
NASBA Field of Study: Accounting (Governmental)
CPE Credit: 2 hours
Come to this session for an update on new accounting pronouncements and SEC regulations.

Controllership (C7)
The Bottom Line is Green
Mary MacBain, MS, CPA, CITP
Program Level: Basic
NASBA Field of Study: Management Advisory Services
CPE Credit: 2 hours
Learn why embracing “Green IT” is a smart business decision. Walk away with a 7-step plan to help your business commit to working toward a cleaner, less energy-dependent environment, as well as realize potential savings to the bottom line. Listen and contribute to a laundry list of ideas to help your company do a “green makeover,” transforming the “wash” from white collars to green collars.

Personal & Professional Development (P7)
Eat Mindfully, Live Vibrantly: Investing in Your Personal Health
Michelle May, MD, Founder, Am I Hungry? PLLC
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 2 hours
A balanced, healthy lifestyle is a crucial element for a successful personal and professional life. This interactive and entertaining session will delve far beyond the obvious advice of “eat less and exercise more” and explore practical strategies for mindful eating and active living for the busy professional woman. Participants will learn how to choose food without guilt or deprivation, fit fitness in and place high priority on caring for their mind, body, heart and spirit.

Tax (T7) - Nonprofit Organizations and the New 990 Form
Brenda Blunt, CPA, Director, CBIZ MHM LLC
Program Level: Intermediate
NASBA Field of Study: Taxes
CPE Credit: 2 hours
The newly revised 990 form, effective for 2008 returns, represents a drastic change for tax exempt organizations and the accounting professionals who help them. Learn about changes in the type and volume of required disclosures. Brenda will also discuss a brief history of how we got here, what the IRS is trying to accomplish and highlight some of the more controversial or misunderstood areas. If you work in an exempt organization, sit on a nonprofit board, or provide services to them, this session is a must-attend for you!

10:10 – 10:20 am Break

10:20 am – 12:00 pm Concurrent Sessions 8
Accounting & Auditing (A8)
SEC, FASB & IFRS Technical Update Part II
Paul Alfa, Manager, Deloitte and Laurens Vosloo, Manager, Deloitte
Program Level: Basic
NASBA Field of Study: Accounting (Governmental)
CPE Credit: 2 hours
Come to this session for an update on new accounting pronouncements and SEC regulations.

Controllership (C8)
Business Intelligence for Performance and Profit Improvement
Gary Cokins, CPIM, Manager of Performance Management Solutions, SAS
Program Level: Intermediate
NASBA Field of Study: Management Advisory Services
CPE Credit: 2 hours
Business intelligence tools are intended to align manager and employee behavior and limited resources to focus on the organization’s strategic priorities and objectives. Hospitality and gaming industries face additional challenges and need performance management since their assets are not easily adjustable and quickly perishable. Executives need good strategy and execution. Performance management focuses on execution. Its purpose is not just better reporting, but on improving performance through better decision making.

Personal & Professional Development (P8)
Preparing and Passing the CPA Exam
Liliana Hickman Riggs, CPA, CITP, CFF, CMA, CIA, CFE, FCPA, DABFA, MS
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 2 hours
Liliana will discuss format, content and components of the exam. She will give detailed information on the four sections and the topics covered in each. She will walk participants through a sample of testlet and simulation. Additionally, she will offer suggestions for the application process and education requirements. Participants will leave with a thorough understanding of what is needed for the CPA exam, motivated and eager to begin this important journey for their professional careers.

Tax (T8) - The Death of Discounts for Family Limited Partnerships?
Kevin Yeanoplos, CPA, ABV, CFF,ASA, Director of Valuation Services, Brueggeman and Johnson, Yeanoplos PC
Program Level: Intermediate
NASBA Field of Study: Taxes
CPE Credit: 2 hours
The recent change in the presidential administration has created a great deal of activity and uncertainty for estate planning, as well as rumors of forthcoming changes to estate tax law. Is it a real threat or simply a lot of noise? Noted business valuation expert Kevin Yeanoplos will discuss current events impacting discounts for family limited partnerships and similar entities, current trends in determining discount valuations, and qualitative and quantitative methods for determining discounts.

12:00 – 1:30 pm Joint Foundation-Sponsored Fundraiser Luncheon

1:30 – 3:10 pm Plenary Session 1 (PL1) An Update on the Changing Tax Reporting Requirements for Exempt Organizations
Geralyn R. Hurd, CPA, Partner, Crowe Horwath LLP
Program Level: Intermediate
NASBA Field of Study: Taxes
CPE Credit: 2 hours
The IRS released the draft Form 990 more than two years ago but the exempt sector and practitioners are still struggling with compliance with the new requirements as well as the project management challenges these requirements have created. This session will share how to best align your approach to the new Form 990 to ensure compliance and streamline the process.

3:20 – 4:10 pm Plenary Session 2 (PL2) ABCs of Event Planning
Susan Tripepi and Bonnie Mackey, CPA, CSEP, Levin, Silvey, Zelko & Mackey, P.A.
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 1 hour
This session will be developed for those attendees with even planning responsibilities or interests. Participants will learn the keys to determining an event’s purpose, how to plan the even from selecting a planning committee to date and location selection techniques. The development of timeliness and identification of tasks such as facility selection, program development, hospitality and social activity determination, budgeting and marketing plans will be reviewed with some interaction to assist in the learning process. This session will also identify and explain the implementation process for events of all sizes.

4:20 – 5:10 pm Plenary Session 3 (PL3) Why Most Small Businesses Don’t Work and What to Do About It
Robert Clements, Marketing Director and Co-Owner, E-Myth Benchmark
Program Level: Appropriate for All Levels
NASBA Field of Study: Personal Development
CPE Credit: 1 hour
In this presentation, attendees will learn the secret to creating a business that works for them, not just because of them. Those who are ready to hear the message will experience a wake-up call that will forever change how they got to work every day, what they do when they get there, how they experience their business, their people, their customers, and their vendors. They will discover the way to get more life out of their business, instead of letting their business drain the life out of them.

5:10 pm Joint National Conference Ends
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*No advanced preparation or prerequisites are required for any of these courses.