This page allows you to see the full agenda on one page. Click the Agenda Link (in the Menu) or the Speakers Link for in-depth topic detail and speaker info. There may be Interest Area topics in other Interest Area Columns. Note that the 9:15 and 10:50 sessions are 80 minutes, all other sessions are 50 minutes. The Fraud topic at 1:45 also qualifies for Ethics (E) for most everyone except CPAs Back to Event Program Link-Listed by Hour (scroll down)


Time Interest Area: A Interest Area: T Interest Area: P Interest Area: A&A2 Interest Area: F

Effective Use of AI & Machine Learning & the New Lease Standard
Steve Austin

Blair’s Technology Update

Blair Baker

My Experience at a High Profile and Fast Growing Company (Tentative)


New Tax Law-Clarifications-Section 199A and QBI


Detecting & Prevention of Fraud in Financial Statements (4 hours)
CLAConnect Team


Give Your Practice a New Lease on Life
Mark Dauberman

Current State of the Lending Environment
Stephen Friedman

CFO Panel (Career Choices)
Judy Thompson, Moderator

New Accounting Rules for Nonprofit Organizations
Nancy Rix

Detecting & Prevention of Fraud in Financial Statements-Continuation

Is There a Gap in GAAP?
Mark Dauberman

Risk and Financial Decision Making

George Haloulakos

Thriving Through Disruption
Ingrid Edstrom

Nonprofit Accounting Part II – Statement of Functional Expenses – OCBOA Considerations-Tentative
Nancy Rix

Track F is a 4 hour Fraud session in the morning meeting CPA CPE requirement and various Fraud Related topics in the afternoon

12:15-1:40 Lunch & Keynote

A&A Roundtable – Focusing On Your Specific Issues
Mark Dauberman

Understanding Business Valuations (T)
Sheryl Kessler

Consultations to Increase Your Practice Without Being Salesy (P)
Loren Fogelman

Robotic Process Automation
Ellen Class

It’s All About Trust (F)(E)
Aaron Beam

2:40-3:05 Break – Vendor Drawing Grand Ballroom

Reducing the Cost of Financial Report Using the Right Tools and Still Surviving Your Peer Review
Mark Dauberman and Mark Wille

Bottomline Threats & Ideas from an HR Expert Witness
Cláudia Schwartz

Confidence Building
Angie Swartz

Project Management
Ellen Class

San Diego Cases Presented by the District Attorney’s Office (T)
Rebecca Zipp


Ethics and Independence
Mark Dauberman

Bottomline Threats – Continuation from 3:10 to 4:30

California Privacy Laws-Are You Prepared?

Justine Phillips

Project Management – 2nd Hour

Fraud or Fraud Related (T)


Ethic and Independence – 2nd Hour

Mark Dauberman

IT Security

Matt Stamper

Career Choice: Health and Financial Wellness Tentative P



Blair Baker


Fraud or Fraud Related (T)

Time Interest Area: A Interest Area: T Interest Area: P Interest Area: A&A2 Interest Area: F