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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 2005 AICPA FALL CONFERENCE SEASON

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2006 AICPA FALL CONFERENCE SEASON

Sept, 2006

• IC-DISC -- September 13, 2006 in Chicago, IL
   
• AICPA Conferences on Agriculture -- Sept 18 - 19, 2006 in Kansas City, MO
   
• AICPA National Govermental Accounting & Auditing Update Conference -- Sept 25 - 26, 2006 in Denver, CO
   
• Sophisticated Tax Planning for Your Wealth Clients -- September 27 - 28, 2006 in New York, NY
  • Reverse Asset Allocation: Using Bundled Alternatives as the “Core” ,Hammond
  • Federal Tax Legislative Update,Gutman
  • Integrating Estate Planning into Retirement Planning, Rotenberg
     
• AICPA Conferences on Fraud and Litigation Services -- Sept 28 - 29, 2006 in Las Vegas, NV

Oct, 2006

• IC-DISC -- October 11, 2006 in San Francisco, CA
   
• National Governmental and Not-for-Profit Training Program -- October 16 - 18, 2006 in Las Vegas, NV
  • Risk Assessment of IT Controls, Morrone
  • Calculating OPEB Obligations the Easy Way, Abrahams
  • Single Audit Documentation, Alicia Montgomery
  • NPO Tax Update - Supplemental Materials, IRS Implementing Guidelines, Fred Rothman
  • NPO Tax Update, Fred Rothman
     
• National Conference on Credit Unions -- October 25 - 27, 2006 in Orlando, FL
  • Fraud Detection and Prevention, Carroll
  • Credit Union Competition . . .A Regulatory Perspective, Little
  • NCUA Regulatory Update, Fazio
  • Best Practices of High Performing Credit Unions, Helber
  • Allowance for Loan and Lease Losses, Vallez
     
• National Auto Dealership Conference -- October 26 - 27, 2006 in Phoenix, AZ
  • Disaster Preparedness & Risk Management, Walter Gelnovatch and Robert D. Moody
  • A Beginner's Guide to Dealership Taxation, Marc Crumback
  • The FTC Safeguards Rule - What is Really Happening, Brian P. Bentz

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Nov, 2006

• National Healthcare Industry Conference -- November 2 - 3, 2006 in New Orleans, LA

• National Real Estate Conference -- November 2 - 3, 2006 in Phoenix, AZ

• National Conference on Federal Taxes -- November 6 - 7, 2006 in Washington, DC

• IC-DISC -- November 6, 2006 in Washington, DC
• National Conference on Banks & Savings Institutions -- November 8 - 10, 2006 in Washington, DC
  • FASB and SEC: Major Project Update, Leslie Seidman and Scott Taub
  • Regulatory Accounting Update, Jeffrey Geer and Robert Storch
  • Asset Liability Management, Martin Webster
  • SEC Filing Issues, Timothy Kviz and Donald Walker
     
• Not-For-Profit Financial Executive Forum -- November 16 - 17, 2006 in San Francisco, CA
   
• Annual Conference on the Securities Industry -- November 28 - 29, 2006 in New York, NY
  • Accounting Developments, David Kane
  • SEC Update, Scott Taub
  • Selected FASB Activities, Leslie Seidman

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Dec, 2006

• National Business Valuation Conference -- December 3 - 5, 2006 in Austin, TX
   
• IC-DISC -- December 4, 2006 in Dallas, TX
   
• National Construction Industry Conference -- December 7 - 8, 2006 in Scottsdale, AZ
   
• Employee Benefit Plans Accounting, Auditing & Regulatory Update -- December 7 - 8, 2006 in Washington, DC
  • Tax Issues for Auditors, Becky Miller
  • What is Up With ESOPs?, Becky Miller
  • Alternative Investments, John Hubbe and Peggy Bradley
  • Accounting, Auditing and Professional Update, Marilee Lau
  • Hot Topics in Defined Benefits and Defined Contributions, Lynne McMennamin and Roland O'Brien
  • Health and Welfare Audit Issues, Larry Beebe and Debbie Smith
     
• National Conference on Current SEC and PCAOB Developments -- December 11 - 13, 2006 in Washington, DC, New York, NY, Chicago, IL, Houston, TX and San Francisco, CA
  • Developments In Corporation Finance – Part II
  • Be sure to check http://www.sec.gov/news/speech.shtml for any posted SEC staff speeches
  • Be sure to check http://www.pcaobus.org/News_and_Events/index.aspx for any posted PCAOB staff speeches
     
• Federal Real Estate Tax Conference -- December 11 - 12, 2006 in Bethesda, MD

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Jan, 2007

• Personal Financial Planning Conference -- January 8- 10, 2007 in Las Vegas, NV
  • Advanced Planning for IRAs and Other Qualified Plans, Robert S. Keebler
  • Advanced Planning for IRAs and Other Qualified Plans Handout, Robert S. Keebler
  • Sourcing Premier Clients, Heather Cohen and Brad Monterio
  • Critical Keys to Financial Planning for Business Owners, Bill Black
  • Succession Capital, Scott McVicker
  • Investment Advisory Services, Ellen Bruno
  • Fiduciary Responsibilities, Joel Framson

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