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CPAs in Industry fall

09

General i nformat i on

CPAs in Industry Fall Conference

Objective

7:15 – 8 a.m.

9:50 – 10:05 a.m.

11:20 a.m. – 12:15 p.m.

1:35 – 1:45 p.m.

8 – 8:05 a.m.

10:05 – 11:20 a.m.

12:20 – 1:35 p.m.

1:45 – 3 p.m.

To enable financial professionals to identify and develop strategies to resolve specific issues regarding accounting, computers, finance, business planning, human resources, and cash management

Who Should Attend

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. (Members, non-members and clients are welcome to attend.)

Location

Country Springs Hotel, 2810 Golf Road, Pewaukee From Madison: travel east on I-94 to Hwy. T (Exit 293); turn left (north) on Hwy. T to Golf Road (Frontage Road); west on Golf Road approximately 1 mile to hotel. From downtown Milwaukee: travel west on I-94 to Hwy. T (exit 293); travel north (a very short distance) on Hwy. T to Golf Road (Frontage Road); west on Golf Road approximately 1 mile to hotel.

Registration Information

$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.)

Overnight Accommodations

Guest rooms are available at a corporate rate of $99 for single or double occupancy for the evening of Wednesday, Sept. 23. Book directly by calling 800-247-6640. A block of rooms will be reserved until Friday, Sept. 11.

Welcome

Ray Petkovsek, CPA

Monday, Sept. 21

president of the WICPA and managing partner Petkovsek & Moran, LLP, Madison

CPE Credit

8:05 – 8:10 a.m.

Cancellation Policy

Dennis W. Nelson, CPA, MBA

Registration Deadline 8 hours

Opening Remarks

task force chair and accounting professional Jefferson Wells, Milwaukee

Cancellations made 14 days prior to the conference date receive a full refund. Cancellations made less than 14 days prior to the conference receive a 50 percent refund (not to exceed $100). Cancellations or no shows on conference day receive no refund.

Sponsor

Meeting Room Temperature

Due to temperature variation in each meeting room, plan on bringing a sweater or jacket.

Registration

Exhibitor

8:10 – 9:50 a.m.

OPENING KEYNOTE SPEAKER

Agenda

Economic and Market Outlook: The Next Four Years Clare W. Zempel, CFA

Zempel Strategic: Applied Economic and Financial Market Analysis, Fox Point Has the recession ended? What are the best indicators to watch to spot when the upturn has taken hold? How much time will it take for economic and market conditions to recover in full? Does the future hold promise or perils and disappointments?

Break

Concurrent Sessions Concurrent A: IFRS: It Will Be Back …

William M. Gienke, CPA

director-technical market intelligence Jefferson Wells, Milwaukee The IFRS landscape for both public and private companies continues to evolve. All companies need to consider an IFRS strategy to optimize benefits and minimize risks associated with this change. This session will provide an update on recent IFRS developments; an overview of the newly released IASB standard for private companies and U.S. based private companies’ option to use IFRS; and an example of a high-level impact assessment.

Concurrent B:

IT Asset Management Alan Plastow

founder, The Business Technology Consumer Network, University Heights, Ohio

Country Springs Hotel, Waukesha | Thursday, Sept. 24, 2009 Lunch

Concurrent Sessions Concurrent C:

Primal Leadership: The Behaviors, Emotional Intelligence and Attitude Required for Success! Julie M. Kowalski

executive director and president Spizzerinctum Group LLC, Cedarburg Come learn the top standout soft skills required for effective leadership as well as EXACTLY what EI (Emotional Intelligence) is and how effective leaders, at all levels of an organization, use emotional intelligence to create a positive work environment that staff naturally gravitates to!

Concurrent D:

Credit Card Processing and Electronic Funds Transfer Methods Paul Ciszewski, president Dynamic Consulting, Green Bay Review the new PCI Compliance requirements for businesses that process credit cards. In addition, several methods of electronic funds transfer will be reviewed including Check Conversion/ACH, Direct Deposit and Direct Payment.

Break

Concurrent Sessions Concurrent E: IT Hot Topic

Paul R. Rozek

director, technology risk management services Jefferson Wells, Milwaukee

Concurrent F:

Valuations in the Current Economic Environment Jason Loy, senior manager Seth Palatnik, partner KPMG LLP, Chicago

The speakers will discuss the current economic environment and its impact on goodwill impairment testing, including recent guidance by the SEC.

3 – 3:15 p.m.

Break

3:15 – 4:30 p.m.

GENERAL SESSION

Building Your Network Using Linkedin Wayne C. Breitbarth, CPA, president and owner M&M Office Interiors, Inc., Pewaukee

Session will show business professionals how to use Linkedin to increase effectiveness of networking efforts. It will include an in-depth capabilities discussion as well as many techniques to implement to increase effectiveness on Linkedin but will touch on other tools like Facebook, Twitter, Blogging, and how they work together.

4:30 – 5:45 p.m.

Wine and Import Beer Tasting


Name_ _____________________________________________________ WICPA ID#_ ________ Firm/Company_________________________________________________________________ Address________________________________________________________________________ City_______________________________________ State_____________ Zip________________ Phone (include area code)________________________________________________________

CONCURRENT SESSIONS 10:05 - 11:20 a.m.

q A: IFRS q B: IT Asset Management

12:20 - 1:35 p.m.

q C: Primal Leadership q D: Credit Card Processing

CPAs in Industry

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q E: IT Hot Topic q F: Valuations in the Current Economic Environment

E-mail_________________________________________________________________________

q Wine and Import Beer Tasting

q Check (payable to the WICPA)

4:30 - 5:45 p.m.

Conference Fees q Visa q MasterCard

$205/each first and second registrant $145/each third and subsequent registrant

Account #________________________________________________________________________

(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

235 N. Executive Drive | Suite 200 Brookfield, WI 53005

1:45 - 3 p.m.

Fax_ __________________________________________________________________________

Payment Method

Country Springs Hotel, Waukesha | Thursday, Sept. 24, 2009

Online: www.wicpa.org Fax: 262-785-0838 Mail: 235 N. Executive Drive Suite 200, Brookfield, WI 53005 Phone: 262-785-0445 ext. 3020

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.

CPAs in Industry

09

Country Springs Hotel | Waukesha Thursday, Sept. 24 7:15 a.m. Registration 8 a.m. Conference

CPAs in Industry

09

fall

Contact Information

q prefer a vegetarian meal q have a need or disability with special requirements (you will be contacted by phone)

fall

(CPAIf)

fall

Country Springs Hotel, Waukesha | Thursday, Sept. 24, 2009

Morning Keynote Speaker

Economic and Financial Market Outlook: 2009–2012

Clare W. Zempel, CFA Zempel Strategic: applied economic and financial market analysis, Fox Point

Afternoon General Session Linkedin

Wayne C. Breitbarth, CPA president and owner M&M Office Interiors, Pewaukee

Concurrent Sessions

• IFRS: It Will Be Back … • IT Asset Management • Primal Leadership • Credit Card Processing and Electronic Funds Transfer Methods • IT Hot Topic • Valuations in the Current Economic Environment

Wine and Import Beer Tasting SPONSOR

Harris Bank Exhibitor

HR Technology Solutions


2009 WICPA Fall Industry Conference