Attend Workshops
- Technology - Web 2.0, Blogs, Podcasts, Top 10 Technologies; Identity Theft; IT Security/Fraud; Second Life; Road Warrior Toolkit
- Corporate - XBRL; Globalization; SOX; Internal Control; IFRS; Lean Operations; Managing Cash Flow; Talent Management
- Leadership & Management - How to Hire Smart; Top 10 Business Books; Energy Management; Attracting & Retaining Top Talent; 10% or Die; Pricing on Purpose
- Small Business & Small Firms - Quickbooks; Digital Office; Emerging Partners Program; Managing Health Care Costs; Retirement Planning; 10 Things Smart Firms Do; Excel 2007 Update
- Tax - IRS Issues; College Savings Plans; Roth IRAs; 1031 Exchanges
- Accounting and Auditing - Business Valuations; Forensic Accounting; Fin 48; Unraveling SOX
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All workshops and most general sessions will qualify for CPE (Continuing Professional Education) credit. Those who register for both days can earn 16 hours of CPE (8 hrs per day) for as little as $250 – that’s less than $16 per hour! Special workshop pricing for MACPA members and their non-CPA guests is available.
To view workshops and register, click here.
James B. Swartz, the author of SEEING DAVID IN THE STONE, will present the keynote address, "How to Find and Seize Great Opportunities," about innovative leadership and growth. Jim’s life work has helped organizations find and rapidly seize opportunities and mobilize their people to willingly support the opportunities. He has dedicated himself to go beyond the fads, to ground his work in fundamental laws and principles, and to develop and sustain aggressive improvement cultures. His career encompasses research, consulting, managing, speaking and training for companies and organizations such as Hughes Aircraft, General Electric, Federal Express, Allied Signal, Bissel Co., US Department of Energy, Powertrain Div. of GM, Cadillac Motor, Buick Motor, ITT Aerospace, ConAir, LeBlanc, McDonnell Douglas, Hewlet-Packard, Indiana University, Ernst and Young, United Auto Workers, Purdue University, Arizona State University and University of Michigan, to name just a few. He is the founder of Cygnus Systems Inc., a computer imaging design and manufacturing operation and founder/chair of Competitive Action. He authored the best seller, THE HUNTERS AND THE HUNTED, published by Productivity Press, New York which presents a systematic approach to transforming businesses by creating and implementing dramatic, non-linear improvements. His second book, SEEING DAVID IN THE STONE, tells stories of how great creative leaders like Edison, Smith, Einstein, Curie, Wal-Mart, Michelangelo, GE, Wright, Da Vinci, Gutenberg, Galileo, Nucor, Ford, Gates, Jackson, Sony, Winfrey and others discovered and followed the common “path” of high leverage and high meaning strategies to find and seize great opportunities.
To purchase the book, SEEING DAVID IN THE STONE, click here.
THOUGHT LEADER SESSIONS
Ron Baker, CPA,
Pricing on Purpose – June 17, 12-1:10 p.m.
Trashing the Timesheets – June 17, 2:15-3:05 p.m.
10 Best Business Books – June 18, 8:10-9 a.m.
Founder of Versage Institute, (a think tank dedicated to teaching value pricing), a perennial member of Accounting Today's annual list of the 100 most influential people in accounting and acclaimed has some answers to questions like: What’s the top tip for increasing customer satisfaction, retention of key employees and increased profitability? Ron says the answer is, implement value pricing and trash the time sheets!
You can’t afford to miss this thought provoking presentation and proven theories detailed in two of Ron’s books “Pricing on Purpose” and “Measure What Matters to Customer”. Or, just come and hear Ron’s review of the 10 best business books, and save yourself some reading time.
Steve Blundell, CPA and Catherine Harrell
Intuit Future of Small Business Report – June 18, 8:10-9 a.m.
What the Report Means to CPAs – June 18, 9:10-10 a.m.
Steve and Catherine will present general sessions on the final release of a three-part study sponsored by Intuit and authored by the Institute for the Future. The report and their presentations will look at the significant trends and forces affecting small business and entrepreneurship over the next decade, including: the changing face of small business; technology trends and their impact on small business formation and operation; and how these concepts are shaping an environment where small businesses can thrive, benefiting from collaboration with big business, access to enhanced computing power and a global marketplace.
Catherine is Senior Marketing Manager with Intuit and is personally passionate about helping entrepreneurs and small businesses grow and succeed. Her presentation will focus on what the next decade will bring to small businesses. During her five years with Intuit, Catherine has focused on building prospect awareness for QuickBooks Financial Management Software through marketing and word of mouth programs. Together with the Intuit team, she developed new QuickBooks customer training programs and improved technical support services. Catherine is a graduate of UNC-Chapel Hill and holds an MBA from Duke University.
Steve is Intuit’s Partner Relations Manager and Accountant Advocate and will focus his presentation on what this report means to accountants, including take aways on how to use this data to help clients plan for the future of their business. Steve is responsible for fostering the relationships Intuit has with the thousands of accountants and financial professionals who use and recommend Intuit solutions. Blundell has held a variety of roles during his 20-year career at Intuit, including leadership positions in Intuit’s professional tax division.
Ken Kelly, CPA
A New Vision for Accounting – June 18, 11:25-12:15 p.m.
Ken Kelly, Controller at spice giant McCormick and Company, is taking an early, hand on look at a new format for financial statements proposed by The Financial Accounting Standards Board. He is part of what’s being called a presentation project that CFO Magazine says is “ostensibly concerned only with the form, or the face, of financial statements, but it’s quickly becoming clear that it will change and expand their content as well.” Kelly volunteered to serve on a task force that would give input to the FASB and the International Accounting Standards Board about the proposed financial statement format, so he and the finance team at McCormick have been running the numbers to see what they like – and what they don’t – about the new format. Take a look at what the future holds, for the perspective of an experienced user and leader.
Jerry Solomon
What CPAs Need to Know About Lean – June 17, 9-9:50 a.m.
Shingo Award winning author of two books, “Accounting for World Class Operations” and “Who’s Counting?” challenges you to consider this question: Would you lead your business through some radical changes if you knew it would result in a significant improvement in productivity, an increased market share, a reduction in product-development time, improved product quality, better capacity and soaring cash flow?
A nationally recognized speaker and lean expert, Jerry will share the great news of what your company can expect to achieve once you successfully complete the lean transformation. And that's just the start. Lean permeates every aspect of a business. "It's not just about manufacturing," Solomon says. "It's about enterprise excellence." Learn what lean can do for your organization!
Mike Willis, CPA,
XBRL: Leveraging Standards to Streamline Business Reporting
June 18, 8:10-9 a.m.
XBRL: SEC Focus, June 18, 1:20-2:10 p.m.
What You Need To Know About IFRS, June 18, 4:10-5 p.m.
Mike Willis is a partner with PricewaterhouseCoopers and founding chairman of XBRL International, composed of more than 350 leading software, accounting and finance companies from 24 countries around the world. XBRL is an enabling tool that is revolutionizing the business reporting supply chain benefiting preparers, distributors, aggregators and consumers of this information. Willis consults with companies on their adoption of emerging technologies used in business reporting, business intelligence and decision analysis processes. He also is co-author of the book, “XBRL for Dummies”. Willis will challenge the thinking that XBRL is an external reporting activity, "when it’s actually designed to solve pervasive process problems," He points to four internal process problems in particular that will benefit from XBRL. Willis likes to compare XBRL to the Universal Product Code symbol, more commonly known as the bar code. Viewed with skepticism when it was introduced in the mid-1960s, the bar code is a form of standardization that improves processes for retailers and saves them huge amounts of money. XBRL will do the same thing for companies -- find out how.
John Zdanowski
The Virtual World of Second Life – June 18, 2:15-3:04 p.m.
The Chief Financial Officer of Linden Lab, the company that created Second Life, will take you way out into the future that is already here, where real business gets done in virtual worlds, like Second Life. If you think you have enough to do in this life, you may need to step out of your comfort zone and find out how real money is being made and saved in virtual worlds.
We will be presenting Zdanowksi in world, or from Second Life, and in the Baltimore Covention Center simultaneously, to demonstrate the power and potential virtual business. Universities are teaching in virtual worlds. International companies are meeting in virtual worlds. Business is there. You’ll learn why and what you should do about it today.
- Refresh your skills
- Expand your knowledge
- Identify resources, products and services
- Stay current with industry laws and standards
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- Meet continuing education requirements
- Increase the value you bring to your clients
- Stay on top of the latest trends and issues
- Conform to the high standards of the CPA profession
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Each day, up to eight workshops and/or general sessions are available. CPAs who desire CPE credit will receive one CPE credit for every 50 minute session completed and can obtain up 16 CPE credits in two days (all general sessions will qualify for CPE credit).
Workshop Fees:
$150 per day
$250 for two days
Special pricing for students, CPA candidates and educators:
$25 per day
$50 for two days
| Tuesday, June 17 |
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8:00 - 5:10 |
| Wednesday, June 18 |
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8:00 - 5:00 |
Two alternating schedules have been outlined to aid traffic flow into the exhibit hall, rest rooms, lobbies, breaks and lunch. Workshop attendees will be assigned one of the following schedules:
Tuesday, June 17
| Schedule A |
Schedule B |
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| 7:30 |
7:30 |
Registration / Ticket Sales |
| 7:30 |
7:30 |
Exhibit Hall Opens |
| 8:00-8:50 |
8:00-8:50 |
Session 1: General Session (Keynote) |
| N/A |
8:50-9:10 |
Break / Exhibit Hall |
| 9:00-9:50 |
9:10-10:00 |
Session 2 |
| 9:50-10:10 |
10:00-10:15 |
Break / Exhibit Hall |
| 10:10-11:00 |
10:15-11:05 |
Session 3 |
| 11:00-11:15 |
11:05-11:20 |
Break / Exhibit Hall |
| 11:15-12:05 |
11:20-12:10 |
Session 4 |
| 12:05-1:10 |
12:10-12:20 |
Break / Exhibit Hall |
| 1:10-2:00 |
12:20-1:10 |
Session 5 |
| 2:00-2:10 |
1:10-2:15 |
Break / Exhibit Hall |
| 2:10-3:00 |
2:15-3:05 |
Session 6 |
| 3:00-3:15 |
3:05-3:20 |
Break / Exhibit Hall |
| 3:15-4:05 |
3:20-4:10 |
Session 7 |
| 4:05-4:20 |
4:10-4:20 |
Break / Exhibit Hall |
| 4:20-5:10 |
4:20-5:10 |
Session 8 |
| 5:10-5:30 |
5:10-5:30 |
Break / Exhibit Hall |
| 5:30-6:30 |
5:30-6:30 |
Annual Meeting Recognition |
| 6:30 |
6:30 |
Exhibit Hall Closes |
| 6:30-7:00 |
6:30-7:00 |
Swearing in |
| 7:00-8:00 |
7:00-8:00 |
Reception |
Wednesday, June 18
| Schedule A |
Schedule B |
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| 7:30 |
7:30 |
Registration / Ticket Sales |
| 7:30 |
7:30 |
Exhibit Hall Opens |
| 8:00-8:50 |
8:10-9:00 |
Session 1 |
| 8:50-9:20 |
9:00-9:10 |
Break / Exhibit Hall |
| 9:20-10:10 |
9:10-10:00 |
Session 2 |
| 10:10-10:30 |
10:00-10:20 |
Break / Exhibit Hall |
| 10:30-11:20 |
10:20-11:10 |
Session 3 |
| 11:20-12:20 |
11:10-11:25 |
Break / Exhibit Hall |
| 12:20-1:10 |
11:25-12:15 |
Session 4 |
| 1:10-1:15 |
12:15-1:20 |
Break / Exhibit Hall |
| 1:15-2:05 |
1:20-2:10 |
Session 5 |
| 2:05-2:15 |
2:10-2:15 |
Break / Exhibit Hall |
| 2:15-3:05 |
2:15-3:05 |
Session 6 |
| 3:05-3:15 |
3:05-3:15 |
Break / Exhibit Hall |
| 3:15-4:05 |
3:15-4:05 |
Session 7 |
| 3:45 |
3:45 |
Exhibit Hall Closes |
| 4:05-4:10 |
4:05-4:10 |
Break / Exhibit Hall |
| 4:10-5:00 |
4:10-5:00 |
Session 8 |
If you have questions about attending the workshops or registering, contact:
Donna Lewis
443-632-2307
donna@macpa.org
For food, beverage, and meal information during the expo, click here.