FORUM A - 4:30 - 6:30 p.m. (2 CPE)
THE FUTURE OF ESTATE PLANNING

This Forum will look at the future of estate planning including any insight into federal changes and the current state of estate and business succession planning. Our discussion Leader, Scott A. Dondershine, will discuss estate planning in an environment of uncertainty. He will provide an update as to the proposals under consideration for fixing the federal estate tax system and then explain the use of A/B revocable trusts, insurance trusts and buy-sell planning given the current legislative environment.

Scott A. Dondershine, Esq., CPA is a partner at the law firm of David, Brody & Dondershine, LLP located in Reston, Virginia. His law firm specializes in providing general business advice concentrating in the areas of business formation, commercial and government contract review and drafting, business litigation, employment law, intellectual property law, tax law and estate and business succession planning. Scott is licensed to practice law in Virginia, Maryland and the District of Columbia. He is also a Certified Public Accountant and began his career in public accounting for a big eight CPA firm. Scott's client base includes start-up and emerging technology companies, government contractors, non-profit companies and individuals. He concentrates his practice in the areas of business, tax and estate planning law.

Sponsored by Eldercare and Estate Planning Committee

FORUM B - 4:30 - 5:30 p.m. (1 CPE)
DEFERRED COMPENSATION PLANS FOR SMALL BUSINESS OWNERS

In this Forum, Dan Smith will be discussing new opportunities for non qualified deferred compensation plans for small business owners and how the new living benefits can enhance these plans.

Dan Smith, a graduate of the University of Virginia, worked in the private sector of accounting for 20 years as controller and CFO. This career was in the mortgage and retail sectors. He transitioned into the Financial Services area and worked as a full service broker for a few years and then decided to concentrate on one area, Life Insurance. He currently is working for Hartford Life as a resource to other Financial Advisors.

Sponsored by the Personal Financial Planning Committee

FORUM C - 5:30 - 6:30 p.m. (1 CPE)
NEW EFFICIENCIES WITH EXCEL 2007

The new features in Excel 2007 will increase our productivity if we know what the new efficiencies are and how to put them into practice. The topics covered in this fast-paced Excel update session include:

• Use time-saving tips with the new Ribbon and Quick Access Toolbar user-interface features.
• Use new Excel 2007 Conditional Formatting features for finding duplicate values and highlighting key trends in data.
• Understand new Macro security controls and use the Macro Recorder to save time with repetitive tasks in Excel such as data cleanup.
• Use the impressive new Table Features for manipulating content in a list.
• Apply new Pivot Table enhancements for data analysis and reporting.
• See an overview of new features in the next version of Excel to be released in 2010.

Judith E. (Judy) Borsher, CPA, MBA, CITP, MCT is the principal of SCG Training and Consulting Corporation. SCG is a technology training firm in Alexandria, VA that creates and presents training programs and provides consulting and programming services to develop financial reporting solutions. She also is a long-time creator and presenter of technology CPE programs for the accounting community and since 1987 has delivered over 1,600 technology lectures with consistently high ratings. Prior to establishing SCG, Judy worked for KPMG in Washington, DC with a focus on business information systems, in industry finance positions and also with a national training company under contract with IBM, where she created, managed and presented technology training programs nationwide.

Judy has been a featured speaker at the Maryland Association of CPAs Technology Conference for the past 16 years; a presenter at the AICPA Technology Conference; and a presenter at Virginia Society of CPAs and Greater Washington Society of CPAs conferences. Certifications include: Certified Public Accountant (Licensed in NY and MD); Certified Information Technology Professional (AICPA); Microsoft Certified Professional (1993 to 2000); and Microsoft Certified Trainer (MS Office 2007).

Sponsored by the Industry and Government Committee

FORUM D - 5:30 - 6:30 p.m. (1 CPE)
CREATING AND MAINTAINING AN OPERATING RESERVE IN NON-PROFIT ORGANIZATIONS

An adequate Operating Reserve is a vital instrument for all non-profit organizations especially in the present economic times. This forum will touch on the common considerations for determining your organization's Operating Reserve requirements and tools for re-evaluating your current reserve policies.

Kenneth C. Euwema is presently the Vice President of Membership Accountability for the United Way Worldwide and is responsible for all membership accountability functions and management of the UW relationship with external groups like FASB, the IRS, BBB Wise Giving Alliance, and the US Office of CFC Operations. Ken is a frequent speaker at United Way conferences and seminars on a variety of topics including, IRS Form 990 and collaboration and merger amoung non-profits. Ken also created and teaches a very popular three-day course on United Way Financial Operations and Accountability.

Sponsored by the Not-For-Profit Committtee