Monday - Keynote Speakers
8:15 - 9:55 am

A. Professional Issues Update
Robert Harris, CPA
AICPA Chairman 2009-2010
Bob Harris is the current chairman of the American Institute of Certified Public Accountants. He has served the AICPA in many capacities. He is a former member of the Board of Directors of the AICPA and has been a member of the Governing Council for 15 years. From 2003–2008, he was chairman of the AICPA’s National Accreditation Commission, which oversees the Institute’s four specialized credentials. Harris chaired the 150-Hour Task Force in 1999-2001 and has served on the PCPS Executive Committee, Work/Life and Women’s Initiatives Executive Committee, Quality Review Executive Committee, Life and Disability Executive Committee, State Legislation Committee and Finance Committee. He is managing director of Harris, Cotherman, Jones, Price & Associates, CPAs, in Vero Beach, Fla. In his role as a consulting and testifying expert, he speaks to attorneys and CPAs throughout the country on professional standards and malpractice issues.

10:15 - 11:55 am

B. How to Succeed in Business and in Life
Bill Rancic, New York Times Best-selling author, Donald Trump’s original Apprentice, and Co-Host of A&E’s We Mean Business makeover show
Many strategies helped make Bill Rancic a successful entrepreneur. From starting a boat wash and wax business while in college to running a million dollar company and working for Donald Trump, Bill shares the ups and downs on his road to success. Bill’s talk gives the audience a glimpse on lessons he has learned throughout his many business experiences. Some of the lessons are; how to break from the pack, make each day count- twice, and separate your expectations from your shortcomings.

1:00 - 2:40 pm

C1. Providing Full Service to Nonprofit Organizations
Eve Borenstein, JD
Borenstein and McVeigh Law Office
Federal tax law (and many state laws) demand NPOs manage reporting and transparency in order to maintain tax-exemption, solicit donations, & safe-harbor transactions. This session assists advisors in communicating to NPOs what non-financial considerations are at play in these areas.

C2. Helpful Hints on Documenting Work in Yellow Book and OMB A-133 Audits
James E. Woy, CPA
Anderson ZurMuehlen & Co, P.C.
This session will address key documentation requirements resulting from recent changes in Government Auditing Standards and Statements on Auditing Standards. This session will also address the clarity project which is ongoing with the Auditing Standards Board (ASB).

C3. Developing the Internet Marketing Mindset
Scott Wild, Wild Inspire
It’s important to understand why you need to have an on-line presence in today’s marketing world. What’s the difference between traditional media (radio, print, tv, etc.) and on-line media (websites, blogs, social media, etc.). In this session, discuss some of the most essential tools needed when setting up an on-line marketing presence (Facebook, Twitter, Google Tools and Blogs).
3:00 – 4:40 pm

D1. It’s Form 990 Time
Eve Borenstein, JD
Borenstein and McVeigh Law Office
The “Annual Return of Exempt Organizations” was radically redesigned for the 2008 form (and beyond). The first 8 pages of that 11 page form speak to activities undertaken, operational sensitivities, governance by the board and management policies overall, federal tax law compliance overall, and require the disclosure of managers and their compensation. Understanding the new form’s priorities (particularly as clarified by the 2009 form) is key for anyone working with a tax-exempt organization in any capacity. This session’s focus is on those priorities and how to read a Form 990.

D2. Risk Assessment & Documentation in Compliance Audits
James E. Woy, CPA
Anderson ZurMuehlen & Co, P.C.
This session presents a short case study to apply the risk assessment model to two specific compliance requirements (allowable costs and eligibility) resulting from the issuance of SAS 117–Compliance Auditing.

D3. Taking Your Internet Marketing to the Next Level
Scott Wild, Wild Inspire
This session discusses some advanced tips and techniques to use in your on-line marketing campaign. You will also hear how to get found in the search engines easier. During both of Scott’s sessions you will be introduced to Wild Inspire’s members only Web Strategy Toolbox to continue your education in internet marketing and social media after you leave the conference.

Tuesday, 8:00 - 9:40 am

E1. 2010 Update on Conducting OMB A-133 Audits – Part 1
James E. Woy, CPA
Anderson ZurMuehlen & Co, P.C.
This session will highlight key changes to conducting OMB A-133 audits resulting from the issuance of SAS 117 –Compliance Auditing in the area of applying risk assessment to each major program. The new requirements apply to your June 30, 2010 OMB A-133 audits. Review the new sampling guidance (Chapter 11 of the 2010 AAG-SLA) that requires minimum sample size selection for tests of controls and compliance.

E2. Current Tax Developments for Individuals
E. Lynn Nichols, CPA
Nichols Patrick CPE, Inc.
Individual taxpayers continue to struggle to understand Federal tax law and their professional advisors are not much more secure. The pace of change seems overwhelming. Lynn Nichols can help you focus on the changes affecting individuals that are really important. He has sorted through tax legislation, court decisions, IRS rulings and pronouncements, and selected those developments most likely to affect most folks, or most likely to be misunderstood, or presenting the greatest opportunity for reducing taxes through proper planning. Learn what you need to know to stay ahead of the game.

E3. Lightening Your Load: Strategies for Success and Happiness
Bill Reeb, CPA, CITP
Succession Institute, LLC
Based on Bill’s upcoming book, this session is focused at strategies and techniques that can help you become successful, happy or both doing whatever and going wherever your life’s adventure will take you. This session is based on martial arts concepts applied to business and play, to provide insight as to how you can accelerate your own success, chart a clearer path for your life, and be happy throughout your journey. Bill will discuss a variety of techniques that will help you identify and shed the damaging emotional baggage that we all lug around. In the end, choose the road you want to travel and identify changes you want to make.

E4. Security Tools – Up Close & Personal
Will Fleenor, CPA, CITP, Ph.D.
K2 Enterprises
Information security is no longer optional - it is the law! This session covers tools for securing emails, encrypting hard disks and flash drives, protecting data on mobile phones and other portable devices, securing documents, protecting desktops and servers, securing text messaging, and more. Attend this session and you will understand how to protect confidential data and reduce your legal risks.

Tuesday, 10:00 - 11:45 am

F1. 2010 Update on Conducting OMB A-133 Audits – Part 2
James E. Woy, CPA
Anderson ZurMuehlen & Co, P.C.
See E1. for description

F2. Current Tax Developments for Business
E. Lynn Nichols, CPA
Nichols Patrick CPE, Inc.
It has been a tough year for business taxpayers in the U.S. The most anti-business administration in over 70 years has unleashed a torrent of legislation and regulation that makes perfect compliance with tax law a practical impossibility. But there are still rules, and the IRS still has several thousand auditors checking business tax returns, so we must keep up with the latest developments. Lynn says the real value of attending his update programs is the chance to learn, and enhance your value to your client, by studying the mistakes of others. Invest 100 minutes and get real working knowledge of tax developments that will maintain your value to your business clients.

F3. Developing as a Manager
Bill Reeb, CPA, CITP
Succession Institute, LLC
Most of us are promoted because we are good technicians or very detailed in our approach to work. As managers of people, we often find ourselves not only working harder, but disappointed with the production of those who report to us. This session focuses on what you need to do to become a better manager, approaches that should help to avoid the most common pitfalls, as well as techniques to consider to motivate those who work with and for you. We will take a look at accountability, conflict management, and people management and how they have to be integrated together to be effective and generate the results you desire.

F4. PowerPoint 2007 - New Features and Productivity Tips
Will Fleenor, CPA, CITP, Ph.D.
K2 Enterprises
To be heard in the sea of “death by PowerPoint” presentations many of us are regularly faced with, you need not only solid content but also “effective communication.” Used poorly, PowerPoint can be an obstacle to effective communication. Used properly PowerPoint 2007 can be very helpful. Attend this session to learn about the easy to use tools in PowerPoint 2007 that will make your presentations effectively communicate your message.

• Learning when to use animations and transitions and when to avoid them
• Building multiple slide shows from the same slide deck
• Creating effective charts and graphs in PowerPoint
• Incorporating audio and video into a PowerPoint presentation

This session covers more than just features, it provides guidance on how to use these features to do a better job getting your message across.

G1. Sampling in a Yellow Book Environment
James E. Woy, CPA
Anderson ZurMuehlen & Co, P.C.
This session reviews the new sampling guidance (Chapter 11 of the 2010 AAG-SLA) and presents a short case study to apply the new sampling requirements to the compliance requirement- Eligibility. The new requirements apply to your June 30, 2010 audits.

G2. Special Problems in Partnership Taxation
E. Lynn Nichols, CPA
Nichols Patrick CPE, Inc.
Federal Income taxation of partnerships has never been as simple as it looks. Here are a few reasons why:

• Section 704(b) rules for special allocations
• Section 704(c) rules for dealing with contribution of appreciated property to a partnership, especially if that property is depreciable property in the hands of the partnership
• Section 754 election and related calculations under Section 755

In this session, Lynn tackles all three and provides plain English explanations using sample calculations to illustrate proper handling of the most difficult issues in Subchapter K.

G3. Developing as a Leader
Bill Reeb, CPA, CITP
Succession Institute, LLC
The need for skilled leaders today is critical and likely more urgent than at any time in our recent history. Today’s rapid pace of change has created an environment of uncertainty, unpredictability, and vulnerability. This session identifies and discusses the fundamentals of what good leadership is all about, how to manage change, better understand your emotional intelligence, and help you focus your energy to leverage your leadership potential.

G4. 10 Things You May Have Missed in Excel
Will Fleenor, CPA, CITP, Ph.D.
K2 Enterprises
Unless you are using all of the following features, you may be missing out on some of Excel’s best tools: Custom Views, Report Manager, Solver, Scenario Manager, Defined Names, Templates, Form Controls, User Defined Functions, Page Layout View, and Working With Multiple Workbooks In The Same Instance of Excel. With Excel being the “accountant’s tool of choice”, you really cannot afford to miss this opportunity to learn about some of Excel’s best features.

Tuesday, 1:00 - 2:40 pm

Fork to Spork: Business Etiquette for Everyday Success
Jason McKeever, EideBailly LLP
First impressions last. No matter what the occasion, it is important to present yourself in the best possible manner. We are constantly being observed. If you are seen displaying proper etiquette, that is a much better way to be remembered! (Imagine being remembered as the person who was “…eating like that!”.) During this entertaining and enlightening session, participants will have the opportunity to refresh basic dining etiquette skills and pick up a few new tips.

Tuesday, 3:00 - 4:40 pm

H. Choices: Negative Consequences, Positive Results
Chuck Gallagher, Chuck Gallagher, LLC
Have you ever been caught up in the vicious cycle of wanting more, of believing that success is measured by what you have? If you have ever thought that what you have is not good enough, that you want or need more, that your appetite for things is insatiable, then this motivational keynote presentation will stop you in your tracks and could change your life forever. In an unusually authentic style, Chuck Gallagher brings home the consequences of the unethical decisions he made in his attempts to build the great American dream.