Questions or Comments

AICPA Professional Development:
(201) 938-3556 or Email to: Post Conference Materials Questions or Comments

Below you will find links to Session Materials from various AICPA Conferences in date order. Select the Conference you attended and you will be able to download the Post Conference Materials. This includes materials that were revised or not included in the Binder/ CD-Rom you received on-site.

To locate the conference quickly, in the section below, click the month the conference was held.

GO TO 2003 AICPA FALL CONFERENCE SEASON

GO TO 2004 AICPA SPRING CONFERENCE SEASON

2004 AICPA FALL CONFERENCE SEASON

Sept, 2004

• AICPA Conferences on Fraud and Litigation Services -- Sept 27 - 28, 2004 in Phoenix, AZ
  • What Litigation Experts Need to Know About Business Valuation, Kenneth E. Broughton
• AICPA National Govermental Accounting & Auditing Update Conference -- Sept 27 - 28, 2004 in Denver (Broomfield), CO
• Cover Me: A Single Audit Update, Jill O'Brien, George Rippey and Eric Formberg
• Can't Take My Eyes Off of You: Audit Advisory Committees, David Cotton, Gila Bronner, John Hummel, and Edward Mazur
• You Can't Always Get What You Want: Managing in a Constrained Budget Environment, Sallyanne Harper
• Take the Money and Run: Recovery Auditing and Reducing Erroneous Payments, Patricia Gilley
• Follow the Yellow Book Road: The Yellow Book Update, Jeanette Franzel
• I'd Love to Change the World: Strategic Directions for the Accountability Community, Bernice Steinhardt
• I Can See Clearly Now: Transparency and Foresight in Federal Accountability, Gene Dodaro and Sallyanne Harper
• Wake Up Everybody: Yellow Book Independence Standards, James Curry, Jeffrey Steinhoff and Susan Coffey
• I'm Into Something Good: GPRA's 10-Year Birthday and the PART Process, Robert Shea

Oct, 2004

• Accounting Firm Marketing Forum -- October 21 - 22, 2004 in New York, NY
• National Auto Dealership Conference -- October 21 - 22, 2004 in Las Vegas, NV
  • Observations of the Accounting Industry, Ron Conlin
  • Making the Tax System Work to Your Advantage, Bob Zwiers and Joe Magyar
  • The State of the North American Automotive Industry, David S. Nathanson
  • Increase Dealership System Utilization, Brett Guffey
  • Changing Dynamics of the Automotive Industry, J.D. Power III
  • Legal Updates , Steve Winter
  • Preventing and Identifying Fraud, Dianne E. Wells
• National Governmental and Not-for-Profit Training Program -- October 25 - 27, 2004 in Las Vegas, NV
  • A Spotlight on Internal Control, Mary Foelster and Auston Johnson
• The CPAs' & CAs' Role in an Aging Society: An Expanded Vision for Applying ElderCare/PrimePlus in Your Practice -- October 25 - 26, 2004 in Las Vegas, NV
• National Conference on Credit Unions -- October 27 - 29, 2004 in Baltimore, MD
  • Combating Identity Theft, Robert Douglas
  • Legal Update, Robert Fenner
  • The Allowance for Loan Losses is a Critical Accounting Policy!, Mark Taylor
  • ALM Strategies for an Increasing Rate Environment, Greg Hertrich
  • Luncheon Presentation, Ray Chandonnet
  • FASB Update , Ann McIntosh
  • Total Rewards: Cash, Benefits and Culture, Christie Summervill
  • Accounting for Loan Participations, Tom Johnson and Paul Peterson
  • ROA Strategies for 2005, Rick Wieczorek
  • Business Lending , Keith Reynolds
  • Hot Accounting Topics, Sydney Garmong
  • ASB Update , Michael Umscheid
  • SAS 99: One Year Later, Michael Umscheid
• Fall Business & Industry Conference -- October 28 - 30, 2004 in Indian Wells, CA
  • Stategic Partnerships/Relationships within the Organization, Troy Rice and Douglas Nesbit
  • AICPA Role in the Changing Regulatory Environment, Robert Bunting
  • No Materials Were Distributed for Session 13
    
    

Nov, 2004

• National Conference on Federal Taxes -- November 1- 2, 2004 in Washington, DC
• National Business Valuation Conference -- November 7 - 9, 2004 in Orlando, FL
• National Healthcare Industry Conference -- November 8 - 9, 2004 in Las Vegas, NV
• AICPA/IIA Converging Roles: The New Relationship of Internal and External Auditing -- November 8 - 9, 2004 in Orlando, FL
• National Real Estate Conference -- November 8 - 9, 2004 in Indian Wells, CA
  
  • Critical Accounting Issues Update, John Lacey
  • Cost Segregation — Alternatives and Approaches, Chris Schnug
  • Cost Savings Techniques in Operations of a Real Estate Business, Joel Rosenfeld and George Jacobs
  • Capital Markets Update, Dennis P. Yeskey,David Bourne, Richard Fisher, Thomas R. Sherlock, Dennis M. Williams
    • Session #4 Handouts
  • Implementation of Recent Standards, Sandra Blum and Lawrence Dodyk
  • Advanced Section 1031 Like-Kind Exchanges, Louis Weller and Rob Hannah
  • Technology Tips for Real Estate-Minded CPAs, William C. Fleenor
  • Consolidation of Variable Interest Entities FASB Interpretation No. 46 (FIN 46), Michael Straneva and Roger Johnson
  • Aggressive (Creative/Innovative) Tax Planning with Passive Losses, Philip J. Holthouse
  • CFO Panel Discussion — Key Accounting & Finance Issues In Today’s Real Estate Companies, George Yungmann, Michael Coke, Diana Liang and Bill Hosler
  • New Perspectives on the National Economy, Donald Klepper-Smith
  • Controls and Reporting: The Impact of Sarbanes-Oxley, Nina Tran, Bill Tomazin, Ron Lester, and Scott Hodgkins
  • Opportunities Created by New Code Section 199: Can the Real Estate Industry Meet the Challenge?, Howard E. Abrams
  • Tax Aspects of Real Estate Investing Through a Partnership, Howard E. Abrams
  • Fraud Risk Management, Luc-Andre Odabashian and Joan S. Hobbs
  • Maximize Real Estate Value Through Charitable Giving and Estate Planning, Douglas Mueller
  • Responding to the Fair Value Reporting Paradigm, Raymond T. Cirz and George Yungmann
• Accounting Firm Leadership Forum -- November 15 - 16, 2004 in Orlando, FL
  • The Future of the Profession and the Effects on Your Firm, James C. Metzler
  • Fundamentals of Leadership, Stuart R. Levine
  • Establishing Compensation Goals to Support Your Firm’s Strategic Objectives, Steve Erickson
  • How to Compensate Both High and Low-Performing Partners, Michael L. Cohen
  • Should You Grow Your Firm Through Mergers & Acquisitions, Harvey A. Goldstein
  • Workload Management: Alleviating Seasonal and Workload Compression, Fred E. Shapss
  • Alternative Pricing Strategies: Pricing on Purpose, Ron J. Baker
  • Establishing Profitable Niche Practices, Richard A. Berkowitz
  • Creating a Good to Great Culture in Your Firm — Having the Courage to Change, Charles L. McGimsey and Michael B. Mountjoy
  • Common Success Characteristics of Great CPA Firms, Allan D. Koltin
  • Taking Advantage of New Growth Opportunities, Jeffrey M. Garrison and Lyne P. Noella
  • Recruiting, Training and Developing New Talent, Rita Keller
  • Accounting Firm Risk Management, John J. Kenny, Jr.and Joseph A. Wolfe
  • Bringing New Partners Into Your Firm, David H. Abramson
  • Everything Speaks: How Your Web Site, Marketing Materials and Even Your Receptionist Affect Your Bottom Line, Tracey Segarra
  • Forming Strategic Alliances with Other Accounting Firms, Kevin M. Poppen
  • Creating and Financing Your Firm’s Succession Plan, Dan L. Goldwasser
  • Achieving Work-Life Balance, Anita F. Baker
    
• Annual Conference on the Securities Industry -- November 16 - 17, 2004 in New York, NY
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• National Conference on Banks & Savings Institutions -- November 17 - 19, 2004 in Washington, DC
  • The Amendments to FAS 140, Woody Wallace
  • FASB - Fair Value Project, Ken Marshall
  • SEC Filings Update, Donald Walker and Louise Dorsey
  • ASB Update , Michael Umscheid
  • SAS 99: One Year Later, Michael Umscheid
  • International Accounting Standards, Jim Leisenring
  • Derivatives Update , Robert Royall
  • Regulatory Accounting Update, Robert F. Storch
  • FASB Share-Based Payment Project, Tom Koncsics
  • Financial Institution Fraud, Keith Slotter
• Not-For-Profit Financial Executive Forum -- November 18 - 19, 2004 in San Francisco, CA

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Dec, 2004

• National Construction Industry Conference -- December 2 - 3, 2004 in New Orleans, LA
  • Current Issues in Construction Taxation, Anthony S. Ivener
• National Conference on Current SEC and PCAOB Developments -- December 6 - 8, 2004 in Washington, DC and New York, NY
  • AICPA Chairman’s Speech, Robert Bunting
  • Center for Public Company Audit Firms Update, Robert J. Kueppers
  • Please visit www.sec.gov to view SEC speeches
  • Presentation by The Division of Enforcement & Investigations, Claudius B. Modesti
  • Session #6: Current Developments In The Division Of Corporation Finance
• Employee Benefit Plans Accounting, Auditing & Regulatory Update -- December 13 - 14, 2004 in Washington, DC
  • Keynote Presentation , David M. Walker
  • EBP Accounting & Auditing Update, Marilee Lau and Michael Fitzpatrick
  • SAS 99, Debbie Smith
  • Independence, Ethics & Peer Review Update, Susan Coffey
  • Audit Quality Center Update, Ian MacKay and Anita Baker
  • Health & Welfare, Larry Beebe and Alice Wunderlich
  • Tax Update , Kara Getz
  • SAS 70 , Michele Weldon
  • DOL Update , Michael Auerbach
  • Form 5500 Update, Joe Canary

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Jan, 2005

• National Personal Financial Planning Technical Conference -- January 10 - 12, 2005 in Fajardo, Puerto Rico
  • Managing Client Relationships and Expectations, Igor A. Zey
  • Domestic and Foreign Asset Protection Planning, Robert E. Ward
  • Advanced Investment Planning Ideas, Roger C. Gibson, Daniel Nevins, and William T. Ziemba
  • Goal Based Investing, Daniel Nevins
  • Long-Term Health Care Expenditures , Dr. Kathryn Votava

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