FORUM A - 4:30 - 6:30 p.m. (2 CPE)
IFRS Update

IFRS Update - In this timely session, take an in-depth look at how the convergence project from Generally Accepted Accounting Principles (GAAP) to International Financial Reporting Standards (IFRS) is progressing, including a discussion of where the project stands. We’ll cover the differences between IFRS & US GAAP as well as some coverage of the history regarding the IASB. We’ll close with some discussion of reporting differences. This is a great forum for anyone trying to keep up with changes in the accounting profession.

Bob Hall, is a partner at Deloitte in their McLean Office. Bob is the leader of IFRS in the Southeast Region of the US for Deloitte.

Sponsored by the Accounting Trends Committee

FORUM B - 4:30 - 5:30 p.m. (1 CPE)
How to Prevent the Possible Ugly of S Corps

Want to keep S Corp clients out of S-Corp problems? Come to the tax committee session and learn from our own Andy Golkow of Rees Broome, PC, the must knows of how to “Prevent the Possible Ugly of S Corps” – what protections you need to help your clients have in place when a shareholder wants to leave or some shareholders want others out, what protections need to be in place when a shareholder dies. Andy will fill us in on tax planning that should be done in shareholder agreements and buy sell agreements. He will also provide a brief update on current S Corp legislation.

Andrew Golkow has been with Rees Broome, PC since 1987 and is both a CPA and a J.D..

Sponsored by the Taxation Committee

FORUM C - 4:30 - 5:30 p.m. (1 CPE)
The Office System: Tips and Tricks

Join us as we have a local application specialist from a Microsoft Gold Certified Partner go through the office system, application by application, while showing us tips and tricks along the way. These tips are real time savers and can greatly enhance the quality of your deliverables at the same time. This presentation is designed to help you get the most out of the Office 2007 system. You will learn about new/key features and timesavers to help you in your day-to-day work. The presenter will also include a look at some of the exciting new features in Office 2010. You will easily make up the time spent attending this session by saving time every day using the “hidden” features revealed in this session. Led by an expert Microsoft technology presenter, the session will be informative and entertaining, designed to help you learn how to work more effectively in our favorite Microsoft technology productivity suite. This session is good for beginner and intermediate users.

Ash Bonebrake, Managing Member of Watkins IT, has been working with Microsoft technologies since 1995. He is responsible for the successful implementation of key systems and solutions for clients. Ash provides many services for clients, including product and systems evaluation, complex systems design, workflow management, security analysis, and systems usage and monitoring practices. He regularly speaks on topics addressing the technology of accounting firms.

Sponsored by the Professional Development Committee.

FORUM D - 5:30 - 6:30 p.m. (1 CPE)
Designing a Successful Exit

This presentation has been featured at the National Association of Certified Valuation Analysts events and will cover the exit planning process and potential challenges, in addition to the role of the CPA in exit planning.

Enrique Brito, MBA, CFA, AVA, CM&AA, CMAP, is a partner and senior managing director of The McLean Group, a middle market investment bank, and a principal and founder of Kaizen Consulting Group, LLC (KCG), a merger and acquisition advisory firm based in McLean, Virginia. He focuses on assisting owners of privately held businesses in the middle market sector in how to measure, enhance and harvest the value in their businesses, particularly in situations involving acquisition and divestiture transactions. His primary expertise is with high technology companies, particularly in the software and telecommunication sectors. Mr. Brito has over fifteen years of experience in corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He specializes in business valuations, mergers, acquisitions, buy-outs as well as in the implementation of value enhancement programs such as operational audits, lean processes, and six sigma projects.

Sponsored by the Business Valuation & Forensic/Litigation Services Committee.

FORUM E - 5:30 - 6:30 p.m. (1 CPE)
Unlocking Social Security Benefits

In this presentation, Brad Crawford will discuss when to retire and understanding your full retirement age. Topics will include: coordinating spousal benefits; understanding medicare basics; how working while retired may affect your benefits; and potential tax strategies.

Brad Crawford is Regional Vice President at Transamerica. With a decade of industry experience, Brad has established himself as a strategic business consultant. Brad takes great pride in helping reps grow their business and providing appropriate solutions that help meet financial needs. He enjoys seminars where he can demonstrate not only his extensive industry knowledge, but also his passion for helping reps build their business.

Sponsored by the Personal Financial Planning/Estate Planning Committee