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)
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Time Interest Area: A&A Interest Area: T Interest Area: P Interest Area: A&A & T Interest Area: Fraud

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

The Smart Phone That Knows Too Much-A Year Later-You Can Only Imagine

Blair Baker

Maintaining Your Health and Personal Finances as a Busy Professional

Kimberly Buchanan/LeGrand

New Tax Law-Practical Consideration & Clarifications-Section 199A and QBI

Aaron Li

Responding to Fraud in the Workplace (4 hours)
Jenny Dominguez & Michael Schulstad


How to Survive Your Peer Review – A Report Straight From the Battlefield
Mark Wille

Bank Financing for Business: A Company’s Cheapest Source of Capital
Stephen Friedman

CFO Panel (Career Choices)
Judy Thompson, Moderator

New Accounting Rules for Nonprofit Organizations (A&A) (3 hours to 12:10)
Nancy Rix

Responding to Fraud in the Workplance–Continuation

Is There a Gap in GAAP?
Mark Dauberman

Risk and Financial Decision Making

George Haloulakos

Thriving Through Disruption
Ingrid Edstrom

Nonprofit Accounting- Continuation- Functional Expenses  and other examples (A&A)
Nancy Rix

Track F is a 4 hour Fraud session in the morning meeting CPA CPE requirement and four 1 hour Fraud topics in the afternoon

12:15-1:40 Lunch & Keynote – Multigenerational and Millennial Communication and Management – Jeff Butler

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

Understanding Business Valuations (T)
Cheryl Kessler

Consultations to Increase Your Practice Without Being Salesy
Loren Fogelman

Robotic Process Automation, Beyond the Hype (T)
Les Sussman &  Alex Porter

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

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

Give Your Practice a New Lease on Life
Mark Dauberman

Bottomline Threats & Ideas from an HR Expert Witness
Cláudia Schwartz

Developing Confidence and Ensuring You’re in Charge of Your Career Success
Angie Swartz

Practical Project Management for Accountants and Auditors (T)
Ellen Class

High-Profile Fraud Cases in San Diego: The Road to Prosecution (F)
Hector Jimenez


Ethics and Independence
Mark Dauberman

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

Lost in Space: Managing Financial Data in Light of the California Consumer Privacy Act 

Justine Phillips

Project Management – 2nd Hour
Ellen Class

An Overview of the Barry Minkow Case – Recognizing Fraud (F)

Michelle Wasserman


Ethics and Independence – 2nd Hour

Mark Dauberman

Who’s in Your Wallet: Rethinking Third-Party Risk

Matt Stamper

Roundtable with Jeff Butler – Multigenerational and Millennial Communication and Management

Jeff Butler

Next Year and 2030: The World: AI, Robots and Cyberbots, OhMy! (T)

Blair Baker

Leveraging AI in Detecting Fraud (F)

Tim Bryan & Matt Nethaway

Time Interest Area: A&A Interest Area: T Interest Area: P Interest Area: A&A & T Interest Area: Fraud