MAJOR SPONSORS 401 East Kilbourn Ave. Milwaukee, WI 53202 www.associatedbank.com
Associated Bank is known for its strong community relationships, with offices tracing roots back to the 1880’s and 1890’s. The bank provides superior financial services and customer service to the business community.
WINE RECEPTION SPONSORS
330 East Kilbourn Ave. Milwaukee, WI 53202 www.bdo.com
Winter, Kloman, Moter & Repp, S.C. is a full service accounting firm providing audit & accounting, tax and management advisory services, litigation support and comprehensive personal financial planning.
6405 Century Ave. Middleton, WI 53562 www.payrollcompany.biz
The Payroll Company has been providing award winning payroll services for more than 10 years.
Denise Probert, CPA, MPA
Who should attend 235 N. Executive Drive, Suite 160 Hartland, WI 53029 www.wkmr.com
Business Fitness, Inc. is a trusted business systems advisor for small and mid-sized organizations.
G eneral information
Concurrent Sessions Concurrent C:
To enable financial professionals to identify and develop strategies to resolve specific issues regarding accounting, computers, finance, business planning, human resources and cash management.
BDO Seidman, LLP is a national professional services firm providing assurance, tax, financial advisory and consulting services to a wide range of privately held and publicly traded companies.
10532 N. Port Washington Road Mequon, WI 53092 www.business-fitness.biz
1:40 – 2:55 p.m.
N19 W24400 Riverwood Drive, Suite 250 Waukesha, WI 53188 www.hrtsonline.com
HR Technology Solutions is a locally owned premiere provider of outsourced payroll processing services. We were selected as a preferred partner by MRA, a nationally known HR professional membership organization with over 2,600 members in the Midwest.
Financial professionals who have responsibility for solving specific business issues in a wide variety of areas. CPAs, CFOs, CEOs, controllers and others will gain much from attending. Public practitioners are encouraged to attend with their industry clients.
Country Springs Hotel & Conference Center a family entertainment destination with a 45,000 sq. ft. of “Splashtacular” Waterpark 2810 Golf Road, Waukesha. From Madison: travel east on I-94 to Highway T (Exit 293); turn left (north) on Highway T to Golf (Frontage) Road; west on Golf Road approximately 1 mile to hotel. From downtown Milwaukee: travel west on I-94 to Highway T (Exit 293); travel north (a very short distance) on Highway T to Golf (Frontage) Road; west on Golf Road approximately 1 mile to the hotel.
Guest rooms are available at a corporate rate of $93 for single or double occupancy for the evening of Wednesday, March 18. Book directly by calling 800-247-6640. A block of rooms will be reserved until Friday, Feb. 27.
Fee is $205/each first and second registrant $145/each third and subsequent registrant. (Group discount applies only to registrations made at the same time.) Fee includes luncheon and conference manual. (Members, non-members and clients are welcome to attend).
10:10 – 11:25 a.m. 7:15 – 8 a.m.
Registration 8 – 8:05 a.m.
Theodore E. Hart, CPA, CFE
Concurrent Sessions Concurrent A
How to Manage a Virtual Office (Speaker to be determined) Concurrent B
Brian S. Ballard, CPA, CIA, CISA
WICPA president and managing partner, Clifton Gunderson LLP, Milwaukee
8:05 – 8:15 a.m.
David Braun, CEO
Friday, March 13
Michelle Hicks-Tobias, CPA
task force chair and assurance partner, BDO Seidman, LLP, Milwaukee
With the economy hurting, it may make you want to stick your head in the sand and just try to weather the storm. David Braun offers a different solution: Seize the opportunity and grow now!
8:15 – 9:50 a.m.
11:25 a.m. – 12:15 p.m.
Cancellations made 14 days prior to conference date receive a full refund. Cancellations made less than 14 days prior to conference receive a 50% refund (not to exceed $100). Cancellations or no shows on conference day receive no refund.
OPENING KEYNOTE SPEAKER
Economic and Market Outlook Clare W. Zempel, CFA, principal
Zempel Strategic: Applied Economics and Financial Market Analysis, Fox Point
9:50 – 10:10 a.m.
Improving Profit and Customer Relationships Through Better Accounts Receivable Management
If Not Now, When? Finding Opportunity for Growth in Tough Times
vice president of CPA Education, Kaplan Schweser, La Crosse
Capstone Strategic, Inc., Washington, D.C.
12:20 – 1:40 p.m.
(IFRS) International Financial Reporting Standards William Gienke, director, Technical Market Intelligence Teresa Velk, director, Finance and Accounting
Jefferson Wells, Milwaukee
BDO Seidman, LLP, Chicago
Improving cash flow and maintaining customer relationships is critical to weathering the current financial climate. In this session we will explore real-world practices that have been successfully used to manage A/R aging, improve cash collections and maintain positive customer relationships. We will discuss cost-effective practices that you can begin using today and strategic solutions that can lead to profit-enhancement opportunities.
2:55 – 3:10 p.m.
3:10 – 4:30 p.m.
Personalities Among the Generations Tony Quartaro, president QCI, Inc., Waukesha
4:30 – 5:45 p.m.
Wine Tasting Vino 100,Wauwatosa
Vino 100 is located in downtown Wauwatosa. 100 great wines for $25 or less. This is a great time to mingle with your colleagues. You will be able to sample four white wines and four red wines from different regions of the world, each with its own unique textures, aromas and complexities.
Country Springs Hotel, Waukesha | Thursday, March 19, 2009
Country Springs Hotel, Waukesha | Thursday, March 19, 2009 Contact Information
Firm/Company______________________________________________________________ Address____________________________________________________________________ City____________________________________ State_____________ Zip_______________ Phone (include area code)______________________________________________________ Fax________________________________________________________________________ E-mail_____________________________________________________________________
CPAs in Industry Spring Conference (CPAIS)
Name____________________________________________________ WICPA ID#________
q prefer a vegetarian meal q have a need or disability with special requirements (you will be contacted by phone)
stick youR head in the sand!
235 N. Executive Drive | Suite 200 Brookfield, WI 53005
Morning Keynote Speaker
q A: How to Manage a Virtual Office q B: Business Growth
Economic and Market Outlook
q C: Excel q D: Accounts Receiveable Management q Wine Tasting
Clare W. Zempel, CFA, principal, Zempel Strategic: Applied Economics and Financial Market Analysis, Fox Point
Conference Fees Payment Method
q Check (payable to the WICPA)
q Visa q MasterCard
$205/each first and second registrant $145/each third and subsequent registrant
(Group discount applies only to registrations made at the same time). Fee includes luncheon and conference manual. (Members, non-members and clients are welcome to attend).
CVS# (3 digits on back of card)_______________ Exp. Date____________________________
How to Register
Signature________________________________ Date________________________________ Credit Card Billing Address_____________________________________________________ City____________________________________ State_____________ Zip__________________ Wisconsin Institute of Certified Public Accountants
235 N. Executive Drive | Suite 200 | Brookfield, WI 53005
Online: www.wicpa.org Fax: 262-785-0838 Mail: 235 N. Executive Drive Suite 200, Brookfield, WI 53005 Phone: 262-785-0445
Credit card registrations will be accepted by mail, phone, fax or at www.wicpa.org. All other registrations must be mailed with payment enclosed. Please see inside front cover for cancellation policy. This form may be duplicated.
Country Springs Hotel Waukesha Thursday, March 19, 2009 7:15 a.m. registration 8 a.m. Conference
Conference Sponsors Associated Bank BDO Seidman, LLP Business Fitness The Payroll Company Wine Tasting SponsorS BDO Seidman, LLP Winter, Kloman, Moter & Repp, S.C. conference Exhibitor HR Technology Solutions
Morning General Sessions
IFRS (International Financial Reporting Standards) William Gienke, director, Technical Market Intelligence Teresa Velk, director, Finance and Accounting Jefferson Wells, Milwaukee Afternoon General Sessions
Personalities Among the Generations Tony Quartaro, president QCI, Inc., Waukesha