| Time | A & T | T | P | A & A |
| 7:00-8:00 | Registration, Continental Breakfast, Visit Exhibits |
| 8:00-8:10 | Welcome and Introduction, Jim Colville, Chairman |
| 8:10-9:00 | Charting the Course for the San Diego Economy (P)
Alan Gin PhD in Economics, Affiliated Faculty Member of the Burnham-Moores Center for Real Estate at USD | | | |
| 9:15-10:05 | Bringing Ethics Back (P)
Steve Austin CPA, MBA | Technology in Finance & Accounting:It’s hard to plot a course if you don’t know where you are going (T)
Joan Alleckson CPA | Using Expert System Technology for Financial Statement Analysis: Build Better Client Relationships, (P)
Jay Borkowski Vice President of Sageworks, Inc. | GAAP Update (A&A)
Daniel G. Dangel CPA |
| 10:20-11:10 | Fraud and the CPA Profession (A)
Dana Basney MSBA, CPA, CFE, CIRA, CVA, ABV | Concentrated Stock Management Strategies (T)
Ajay K. Gupta CFM, CIMA | CFO Roudtable (P)
Judy Thompson | |
| 11:25-12:15 | Choice of Entity in an Ever-changing World (T)
Phil Jelsma Esq. | Charting a Course to Claim the Research and Development Credit (T)
Raj K. Rajan JD, MBT | The Sea Change in Leadership Studies: From Great Man Theory to Open Source Code Leadership (P)
Helen Eckmann Doctorate in Leadership from University of San Diego, | |
| 12:30-1:40 | Luncheon and General Session |
| 1:45-2:35 | “Tracking your course” – 10 Keys to an effective business performance management system (P)
Gregg Landers MBA, CMA, CPIM | Charter a course through State Tax Controversy, the Three PPPs. (T)
Ernest J. Dronenburg, Jr. | The Future of Real Estate Values in San Diego County (P)
Gregory J. Smith County Assessor/Recorder/Clerk | New Auditing Standards & Stock-Based Compensation Issues (A&A)
James Comito and Brenda Verduzco CPA |
| 3:00-3:50 | Bulletproofing Your Books – SOX and the Importance of Good Internal Controls for Small Businesses (A)
Jim Parker CPA | Empowering the Mobile Workforce – If you’re not mobile, you’re not going anywhere. (T)
Cliff Kaiser | Growth, wishing for it, getting it, surviving it. (P)
Stuart Teshima MBA, CMA, CFM | |
| 4:05-4:55 | Interest Rate Risk and Derivatives: Charting a Better Course for Understanding Derivatives (p)
Peter Ro | “Helping Clients Navigate the Turbulent Financial Waters of Divorce” (T)
Thea Glazer CFP®, CDFA™, MS Accounting, Trained in Collaborative Divorce | Charting the Course from Chaos into Productivity (P)
Len Merson Founder & C.E.O. of Chaos Over, Inc. National Speakers Association award recipient ,Founder and C.E.O. of Chaos Over, Inc | |
