Speakers and Courses


Sunday, October 23, 2011

4:00 – 6:00 pm Registration Open

3:30 – 4:30 pm First Time Attendee Orientation

6:00 – 9:00 pm Fun Night: The Mint Museum (separate registration fee required)

Monday, October 24, 2011


7:00 am - 5:30 pm Registration Open

8:00 - 8:50 am (EB1)
Title: Sustainability and Innovation: Opportunities for Profitable Growth

Alyssa Farrell
CPE Credit: 1
This presentation will provide perspectives on the emerging shift to a low-carbon economy and the role of financial officers in meeting growing expectations from stakeholders. Ms Farrell will review the impact of sustainability on traditional corporate performance management initiatives and provide a framework for greenhouse gas management both internal to your organization and through your extended value chain. In addition, the presentation will cover the impact that the current economic challenge poses to sustainable innovation, and what leading companies are doing about it.

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

8:00 – 9:00 am AWSCPA’s Affiliate President’s Seminar

9:00 – 10:00 am ASWA Leadership Meeting

9:00 - 9:50 am (EB2)
Five Things Millennial Women Want You to Know

Joanne Cleaver, President, Wilson-Taylor Associates, Inc.
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1
Millennials are confident and assertive. They're loyal — to technology and to their own ambitions. They're smart. And in accounting, they're women. Find out how Millennials are fitting into the MOVE equation of Money, Opportunity, Vital supports for work life and Entrepreneurship. And find out how to get your firm involved in the 2012 MOVE Project which will zero in on community service and its correlation to career advancement.

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 – 12:50pm American Express AcceptPay Online Payments Demo, Joyce Chiang

12:50 - 2:30 pm Opening Keynote Session – Navigating the Journey – A Roadmap to Success
Mary L. Bennett, Founder, MLBennett Consulting

Program Level: Intermediate
NASBA Field of Study: Personal Development
CPE Credit: 2
The session will cover Mary’s journey into public accounting, consulting and the corporate world. The journey includes a dive into the key success strategies for women in the accounting profession, such as networking, mentors and advocates, career navigation, learning to integrate life and career in alignment with personal values, leadership authenticity, and understanding the cultures in which we work.

2:40 - 3:30 pm Concurrent Sessions 1

Accounting & Auditing (A1)
Is Little GAAP Back?
Danielle Supkis, Audit Manager, Prather Kalman, PC
Program Level: Update
NASBA Field of Study: Accounting
CPE Credit: 2
In December 2010, the Blue Ribbon Panel established by the AICPA, FAF and NASBA, met and discussed the potential creation of a new standard setting body for the oversight of accounting principles for private entities. The panel’s soon to be released formal report to the FAF is expected in early 2011. This session will cover the panel’s recommendations, pros vs. cons, the similarities and difference to IFRS SME, and the potential consequences of the recommendations.

Controllership (C1)
Update on Qualified Defined Contribution Plans

Judith Bingler, QKA, QPC, CPC, ERISA Consultant, The Newport Group
Program Level: Basic
NASBA Field of Study: Specialized Knowledge
CPE Credit: 1
Attendees will learn how to time upcoming restatements – when and how to add flexibility to a document design, how to correct plan failures by plan design, and how to correct plan errors using EPCRS.

Personal & Professional Development (P1)
Let’s Talk! – The Secret of Powerful Communication Skills for Women

Monica Cornetti, Owner, EntrepreNow!
Program Level: Overview
NASBA Field of Study: Communications
CPE Credit: 1
Let’s Talk – This unique communication workshop is designed specifically for professional women. We’ve picked the most important communication skills you need to get your ideas across, resolve longstanding conflicts, shine in meetings and persuade and influence others! In this workshop you’ll learn the major communication mistakes that damage women's careers – and how to avoid them and master the how-to’s of confident and credible communication.

Tax (T1)
Maximizing the Benefit of Credits and Incentives

Allea Newbold, CPA, Managing Director, True Partners Consulting
Angela West, CPA, True Partners Consulting
Program Level: Overview
NASBA Field of Study: Taxation
CPE Credit: 1
Learn how to maximize the benefits of credits and incentives. Even with states facing economic uncertainty, there are numerous opportunities at the state and local level for tax incentives. The ability to reduce the overall costs of a project has taken on renewed importance. Learn how to recognize the economic factors normally considered to qualify for an incentive, the major types of credit and incentive programs offered and the difference between statutory and negotiated incentives.

3:30 - 3:50 pm Refreshment Break

3:50 - 5:30 pm Concurrent Sessions 2

Accounting & Auditing (A2)
A Changing Industry – New Guidance from the FASB and Congress
Christina Danile, CPA, Senior Manager & Camille Asaro, CPA, Principal, Rothstein Kass
Program Level: Overview
NASBA Field of Study: Accounting
CPE Credit: 1
The regulatory landscape in business and across the world is constantly changing. The session will focus on new guidance issued this year by the FASB to update US GAAP, most notably for revenue recognition and leases. In addition, the presenters will outline the impact the newly enacted Dodd-Frank Act will have on many companies.

Controllership (C2)
Health Care Reform – The Next Wave

Cathy Graham, Director, Benefit Services, The Employer Association
Program Level: Update
NASBA Field of Study: Business Law
CPE Credit: 2
On March 23, 2010 health care reform legislation was passed that has impacted numerous aspects of employer sponsored health plans. Three government agencies, IRS, HHS and DOL, have continued to pump out guidance for employers. At least two courts have already ruled that the individual mandate, an integral part of the scheme, is unconstitutional. The details surrounding how and when health care reform will impact us continues to change. Join us for a current overview of the status of the monumental legislation.

Personal & Professional Development (P2)
5 Steps to Practice Expansion GUARANTEED!

Melody Juge, Managing Director, Life Income Management
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 2
Have you lost clients due to the recession? Are you tired and often too pooped to participate in networking events? Are you often weary from juggling your life? Have you been to all the costly marketing and business expansion seminars and listened to people who not only do not understand you BUT they do not understand what you do? Well, help is on the way! The information Melody will present is guaranteed to multiply your client base. You will move through 5 Steps to Practice Expansion your! Guaranteed!’ in 100 minutes. You will leave with a plan that is easy, affordable, customized to your specific needs and guaranteed to get you results in 60 days. But most importantly you will have FUN!!!

Learning Goals:
1. Expand your practice easily.
2. Retain current clients more efficiently.
3. Become more visible in your community.
4. Enjoy a higher income flow.
5. Feel more in control over your small business.

Tax (T2)
Domestic Production Activities Deduction – Time for a Second Look

Jason R. Orme, Tax Partner, Talbot, Korvola & Warwick LLP
Program Level: Intermediate
NASBA Field of Study: Taxation
CPE Credit: 2
Now that the Domestic Production Activities Deduction has reached the 9% maximum, it is time to revisit this deduction. After reviewing the basic rules, we will explore the deduction's practical application as we discuss several case studies. The case studies will include a variety of activities, including some which could be overlooked. We will also discuss the deduction's application in expanded affiliated groups.

5:30 - 7:00 pm Welcome Reception (in exhibit area of hotel)

7:00 pm Dinner (on your own)

7:00 – 11:00 pm Hospitality Suite Open

Tuesday, October 25, 2011


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 (EB3)
How Successful Women Create Brands that Make Them Unforgettable

David Pinkley, Founder and Managing Director, The Resume Sage and Executive Insight
Program Level: Intermediate
NASBA Field of Study: Personal Development
CPE Credit: 1
What makes you memorable in the eyes of your clients or your boss? What distinguishes the most successful financial women at the top? David Pinkley, former CPA and Ernst & Young auditor, is a career strategist who helps accounting executives and Wall Street professionals tactically navigate and advance their careers. His powerful, compelling yet plain-spoken insights will redefine your professional self-image and demonstrate how you can create a brand that’s confident and meaningful.

8:00 - 8:50 am Concurrent Sessions 3

Accounting & Auditing (A3)
Accounting & Finance Reporting Matters Unique to NFP Organizations

Jeff Smyre, Senior Manager, Grant Thornton, LLP
Program Level: Intermediate
NASBA Field of Study: Specialized Knowledge
CPE Credit: 1
This presentation will include discussion of matters specifically unique to not-for-profit (NFP) organizations, including:
Accounting for pledges received (promises to give), including, unconditional, irrevocable and capital campaigns (multi-year pledges); accounting for contributions made; contributions-in-kind; tax-exempt debt; and financial reporting to NFP organizations, and the meaning of unrestricted, temporarily restricted and permanently restricted.

Controllership (C3)
Obtain Financing to Help Your Business Survive and Thrive

Mary Ramsey, VP – Senior Large Commercial Relationship Manager,
Program Level: Update
NASBA Field of Study: Business Management & Organization
CPE Credit: 1
We have all been experiencing the tumultuous economic times, both on an organizational and family level. A team of two bankers from Fifth Third Bank will provide an overview of how the banking and financing environment has changed over the past few years, what organizations need to do to obtain financing and other current trends in the banking industry.

Personal & Professional Development (P3)
Women’s Advancement to Leadership in Public Accounting – A Status Report Based on the 2010 AICPA WIEC

Louise Single, PhD, CPA, MACT Program Director/Accounting Chair, St. Edward’s University, School of Business and Management
Program Level: Overview
NASBA Field of Study: Accounting
CPE Credit: 1
A 2010 AICPA Women’s Initiatives Committee survey finds stark contrasts in the patterns of female advancement between large and small firms. In addition to data on the gender composition of professional staff at each level of advancement, and the gender breakdown of hiring, promotions, and turnover, firms supplied information about their biggest challenges and innovative approaches to female talent management. Survey results and implications for female professionals and public accounting firms will be discussed.

Tax (T3)
Protect Yourself from Lawsuits

Lance Wallach, President, Veba Plan LLC
Program Level: Intermediate
NASBA Field of Study: Taxation
CPE Credit: 1
Your clients are sold many plans that are audited by the IRS, including retirement, welfare benefit, captive insurance, life insurance and Section 79 plans. 6707A requires both you and your client to report these transactions. Lance Wallach, the National Society of Accountants Speaker of the Year, receives hundreds of calls from accountants in trouble due to lawsuits, large fines, etc. resulting from improper reporting and other issues. Protect yourself and your client, and learn legitimate alternatives, before you, like thousands of other unsuspecting victims, get into serious trouble.

9:00 - 9:50 am General Session – The Accounting Profession 2025

Jim Metzler, CPA, Vice President of Small Firm Interests, AICPA
Program Level: Overview
NASBA Field of Study: Accounting
CPE Credit: 1
This forward looking session will highlight the driving forces that will reinvent firms as well as their clients. Jim will blend the output and analysis from the AICPA Horizons 2025 initiative with his practical insight into what firms can be doing today to harness the many opportunities that will unfold over the next 15 years.

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

11:00 - 11:50 am Concurrent Sessions 4

Accounting & Auditing (A4)
Addressing Risk – Identification, Assessment, Management

Barbara J. Steelman, CIA, CMA, Management Consultant & Jennifer R. Cavender, CPA, Audit Manager, Haskell & White LLP
Program Level: Overview
NASBA Field of Study: Audit
CPE Credit: 1
Organizations set their risk tolerance and auditors perform their work based on risk, whether it is a periodic risk assessment or continuous monitoring via enterprise risk management. This session will look at the value of an auditor based on how the auditor addresses the question of risk. The session will also address how a company can benefit from risk assessments and how a company can implement an enterprise risk management program.

Controllership (C4)
Merchant Services – What’s New in Credit Card Processing

Chris Cedrone, Business Sales Consultant & Richard Mashburn, Market Sales Manager, Wells Fargo Merchant Services
Program Level: Overview
NASBA Field of Study: Business Management & Organization
CPE Credit: 1
Presented by bankers from one of the industry leaders in financial services, this session will address the ins and outs of credit card processing services, also known as merchant services. Chris and Richard will explain merchant services and the payment processing cycle, payment processing costs and trends in the industry. Learn what payment processing options, such as PayPal, are best for your company or organization. The session will also include a discussion about Payment Card Industry Compliance (PCI Compliance) requirements.

Personal & Professional Development (P4)
Foundations of Empowerment – Envisioning & Creating an Authentic Life and Career

Mary L. Bennett, Founder, MLBennett Consulting
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1
Empowerment is a collection of skills that enable an individual to clarify and move towards what he or she wants most in his or her work and life. Each of us has the power to make our lives what we wish. If you ever feel you are having a "near life" experience, that you are living someone else's life or that there are specific areas of your life that you wish to adjust and change, this session is for you. Participants will learn the elements of empowerment and will be introduced to several techniques and tools to support a more empowered life. The session is based on the work of Gail Straub and will be conducted by Certified Empowerment Coach, Mary L. Bennett of MLBennett Consulting. 

Tax (T4)
Section 1031 Exchanges in the 21st Century – Regulatory Changes and Case Law Update

David Gorenberg, Esq., CES, Senior Vice President – 1031 Exchanges, Citibank
Program Level: Appropriate for all levels
NASBA Field of Study: Taxation
CPE Credit: 1
Section 1031 exchanges are a mainstay in commercial real estate transactions. However, they are also integral to other business transactions including those involving intellectual property, equipment, vehicles, aircraft, artwork and more. Section 1031 exchanges pose a potential minefield for the unwary. This program will review the requirements of 1031 exchanging, as well as recent case law and regulatory changes that are critical to a successful 1031 exchange.

12:00 - 1:30 pm Awards Luncheon

1:40 - 3:20 pm Concurrent Sessions 5

Accounting & Auditing (A5)
IFRS Overview & IFRS for SMEs

Bonnie L. Mackey, CPA, CSEP, MBA, AEP®, Levin, Silvey, Zelko & Mackey, PA
Program Level: Intermediate
NASBA Field of Study: Accounting
CPE Credit: 2
In this session, Bonnie will offer a comparison of IFRS to GAAP terminology and timelines, along with how they interplay with Small & medium sized enterprises.

Controllership (C5)
Avoiding Identity Theft and Financial Fraud

William “Andy” Downs, Vice President/Financial Crimes Manager, Wells Fargo
Program Level: Basic
NASBA Field of Study: Business Law
CPE Credit: 2
Andy will explain how identity theft happens by focusing on how criminals steal personal information, use it, and sell it on the “black” market. He will discuss safeguarding information at home and at work. Together the class will review recent case studies and Andy will show examples of how easily a person can become a victim. Andy will demonstrate how ATM Fraud occurs using skimming devices. He will also address the “Red Flags” to identity theft.

Personal & Professional Development (P5)
Company Financing for Growth and Prosperity

Robin McIntire, Business Counselor, Small Business & Technology Development Center
Program Level: Basic
NASBA Field of Study: Social Environment of Business
CPE Credit: 2
Robin will provide an overview of the capital and financing packages accessible to businesses, especially a small business, to enhance growth and prosperity. She will also outline the conditions and requirements that will make these resources available to your company to give it the cash flow and income needed to carry on, grow and prosper.

Tax (T5)
Recognizing and Avoiding Major Tax Traps
Howard Godfrey, Ph.D., CPA, Professor of Accounting, UNC Charlotte Belk College of Business
Program Level: Intermediate
NASBA Field of Study: Taxation
CPE Credit: 2
This session will cover emerging issues in taxation. Topics may include accuracy related penalties on taxpayers; IRAs and other retirement plans; Limits on deductibility of business losses and capital losses; and Marriage and Divorce related issues.

3:20 - 3:50 pm Break in Exhibit Area

3:50 - 5:30 pm Concurrent Sessions 6

Accounting & Auditing (A6)
Valuations

Yvonne Hinson, Wake Forest University
Program Level: Intermediate
NASBA Field of Study: Audit
CPE Credit: 2
The session will review the primary methods used in business valuation and their applications. Yvonne will focus on the three most common models for valuation; inputs needed for these methods, common errors in the methods and examples of each model.

Controllership (C6)
Analytics and Finance – Impact to Your Business

Lisa Vulinec, Corporate Finance Manager, SAS
Christine B. Hutchens, CPA, Operations Manager for the Financial Services Business unit at SAS
Program Level: Overview
NASBA Field of Study: Computer Science
CPE Credit: 2
A brief overview of what analytics is and isn’t so that attendees will be able to identify the key elements of true analytics (i.e., it’s not a historical picture of where you’ve been). Lisa will also discuss how the right analytics can transform/increase business performance and she will explain how to implement analytics in an effective and efficient way. To conclude, Lisa will provide examples of how the SAS finance department has leveraged analytics to deliver critical and timely results.

Personal & Professional Development (P6)
Destroy the Myth – Small Firm Advocacy Does Exist

Jim Metzler, CPA, Vice Presidient, Small Firm Interests for the AICPA
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 2
The 29 million small businesses in the US have a voice. As do the 40,000+ small CPA firms. Jim’s AICPA role is responsible for ensuring that small firms are considered in every aspect of the profession, including legislation, regulation and standards in the areas of tax, accounting and auditing, specialty service lines and more. He will describe the efforts behind the tremendous amount of AICPA advocacy activity. This dynamic presentation will also cover specific hot topics, such as Private Company Financial Reporting, Tax Preparer Registration and the Dodd-Frank Act. 

Tax (T6)
International Tax Update

Kristin Hanson, CPA Manager, Crowe Horwath LLP
Program Level: Appropriate for all levels
NASBA Field of Study: Taxation
CPE Credit: 2
The session will include a technical update on the international tax issues facing US multinational companies. The class will discuss the most recent US tax legislation and guidance from the IRS for US companies with foreign operations. Kristin will also cover export tax incentives available to US taxpayers.

5:30 pm Dinner (on your own)

7:00 – 11:00 pm Hospitality Suite Open

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

Wednesday, October 26, 2011


7:00 - 8:30 am Continental Breakfast

7:00 am – 5:30 pm Registration Open

7:30 - 8:20 am (EB4)
Resiliency: The New Norm

Jodi Morton, CPA, Vice President and Single Family Controller, Freddie Mac
CPE Credit: 1

Being resilient has never been more important in all aspects of our lives. The ability to adapt to and process change has become a necessary core competency in an environment where change is constant. How you respond to change can be the difference between taking the next step forward in your career and letting change drag you down. Over the course of her life and career Jodi Morton has experienced and embraced change from all sides. Please join Jodi as she shares her perspective on resiliency, how she has embraced change at work and at home, and what she has learned from a life-long roller coaster of change.

Accounting & Auditing (A7)
The Future of Accounting and Financial Instruments

Linda Bergen, CPA Director, Citigroup Inc.
Program Level: Intermediate
NASBA Field of Study: Accounting
CPE Credit: 2
The FASB and the International Accounting Standards Board have proposed sweeping changes to the accounting for financial instruments. Learn about their proposals for classification and measurement of financial assets and liabilities, recognizing impairment on financial assets, hedging and when it is appropriate to offset financial assets and recording liabilities on the balance sheet.

Controllership (C7)
What Accountants Need to Know About Risk

AJ Desai, Partner, Ernst & Young LLP
Paul Stein, Partner, Information Technology Risk Advisory at Ernst & Young LLP
Program Level: Appropriate for all levels
NASBA Field of Study: Auditing
CPE Credit: 2
This is a panel discussion on key risk topics of which accountants need to be aware, focusing on Enterprise Risk Management, IT Risk and Fraud Risk. Each presenter will talk about key risks in their area and how to build an effective risk program.

Personal & Professional Development (P7)
Utilizing LinkedIn for Competitive Intelligence and Practice Development

Carolyn Thompson, Director, Employment Solutions Human Resource Division, Dixon Hughes Goodman
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 2
LinkedIn is the largest professional social network on the Web today. To date, more than 195,000 CPAs are utilizing LinkedIn to help build their business. LinkedIn has a multitude of networking opportunities, groups, and connection tools to help you become more successful and profitable in marketing your business. You will learn how to communicate with other firms and accountants; collaborate, network, recruit, and pursue leads; locate educational opportunities; develop your business; and build a connection base.

Tax (T7)
Multi State Taxation – Hot Topics in the Sales/Use Tax Area

Kay Gotshall, Tax Senior Manager, Keiter Stephens
Program Level: Intermediate
NASBA Field of Study: Taxation
CPE Credit: 2
Worried about unknown pitfalls with sales and use tax? In this course, obtain a basic overview of sales and use tax, review types of exemptions for which your company may qualify and learn to avoid traps and pitfalls in the field of sales and use tax, such as issues with drop shipments and the affects of cloud computing or software as a service. In addition, there will be discussions on recent, key case studies including an update on Streamlined Sales Tax Project.

10:10 - 10:20 am Break

10:20 am - 12:00 pm Concurrent Sessions 8

Accounting & Auditing (A8)
A New View of Peer Review

Lavonne Montague, CPA, Technical Manager, Peer Review, AICPA
Program Level: Overview
NASBA Field of Study: Accounting and Auditing
CPE Credit: 2
This session will provide an overview of practice monitoring in accordance with the AICPA Peer Review Program. It will also explore the value of peer review to clients, CPA firms, and the accounting profession as a whole. Learn about common areas of non-compliance with professional standards and ways to improve the quality of an accounting and auditing practice within a CPA firm.

Controllership (C8)
Charitable Board Service – What You Should Know as a Financial Professional

Laura A. Collins, CPA, MSA, Senior Manager, KPMG, LLP
Program Level: Basic
NASBA Field of Study: Specialized Knowledge
CPE Credit: 2
As accounting professionals, we are often asked to serve on boards of directors of charitable organizations because they need our financial expertise. However, we find ourselves lacking in specific knowledge about charitable organizations, their governance, tax reporting requirements and exposure to public scrutiny. Charities have high expectations of their financially astute board members. Learn best practices of governance, public disclosure and working with the IRS to avoid common pitfalls facing charities and their boards.

Personal & Professional Development (P8)
2011 CPA Top Issues – What Keeps You Up a Night?

Heidi Brundage, CPA/SPHR, Senior Technical Manager, AICPA
Program Level: Overview
NASBA Field of Study: Personal Development
With so much going on in the economy and in our profession, there are issues that CPAs grapple with every day. So, what keeps you up at night? More importantly, what concerns your competitors the most? In 2009, the PCPS CPA Firm Top Issues Survey showed that client retention topped the list as the greatest worry among practitioners.  The AICPA’s quarterly Business & Industry Economic Outlook Survey results show similar top issues. What has changed now that it’s 2011?  You won’t want to miss a look at this year’s CPA top issues!

Tax (T8)
Section 1202 – 100% Exclusion of Gain – A Limited Time Offer!

Susan Price, Tax Manager, Rothstein Kass
Program Level: Intermediate
NASBA Field of Study: Taxation
CPE Credit: 1
The partial exclusion for gain from certain small business stock has a long history but on September 27, 2010, became very interesting. The exclusion has temporarily grown from 50% to 100% and also applies to AMT, a tax incentive for investors. The exclusion also applies when structuring the exit transaction as a sale of stock or assets. This presentation will cover the tax rules, as well as examples for a typical investor and rules for when company is sold.

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

1:30 – 3:10 pm Plenary Session 1 (PL1)
2011 Federal Tax Update

John Cergnul, J.D., CPA, Assistant Professor of Accounting, St. Mary’s College Department of Business Administration & Economics
Program Level: Intermediate
NASBA Field of Study: Taxes
CPE Credit: 2 hours
Join Assistant Professor of Accounting John Cergnul, J.D., 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.

3:10 – 3:30 pm Break

3:30 – 4:20 pm Plenary Session 2 (PL2)
Why Financial Literacy is Important

Speaker: Melody King, CPA
Program Level: Appropriate for All Levels
NASBA Field of Study: Personal Development
CPE Credit: 1
Join us for ideas to bring back to your community on how to set up a financial literacy program. Learn about curriculums that are already available such as FDIC's MoneySmart program and how to customize them to meet the needs of your audience.

4:30 – 5:20 pm Plenary Session 3 (PL3)
Business Etiquette – The New Rules in a Digital Age

Stephanie Searcy, Branch Manager, Robert Half International
Program Level: Basic
NASBA Field of Study: Communications
CPE Credit: 1
Is it OK to friend your boss? Can an email mistake jeopardize your career? There are many gray areas when it comes to communicating in the digital age. This presentation provides guidelines on digital protocols in the workplace, including LinkedIn, Facebook and Twitter, as well as traditional communication tools such as email. Find out what executives say about etiquette in the workplace, and learn how to tend to your network in just five minutes a day.

5:20 pm 2011 Annual Conference for Women in Accounting Ends

*No advanced preparation or prerequisites are required for any of these courses.


Continuing Professional Education Hours

Select from 63 hours of CPE credit to earn up to 24 hours of credits at the Annual Conference. Three days of sessions are offered during the meeting with topics of interest to those in public and private accounting as well as education and government. Attendees are responsible for determining their individual state’s requirements for CPE.

ASWA and AWSCPA are registered with the National Association of State Boards of Accountancy (NASBA) as sponsors of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.