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E.D.G.E.Sharpening the Next Generation of CPAs

august 10-12, 2011New Orleans, LAhotel cutoff date: 7/11/2011

The first AICPA conference geared

toward emerging leaders

key experts provide the learning and guidance you need to succeed as an emerging professional

Brian Kush, CPA, CLC, President, Moxie Partners presents The Brand YOU: Becoming Intentional About Your Messages to Get the Results You Want

Paul V. Stahlin, CPA, Chair of AICPA Board gives a Professional Issues Update

Ernie Almonte, CPA.CITP, CFF, CGFM, Partner, DiSanto Priest & Co. with a session on Leadership

Tom Hood, CPA.CITP, CEO, Maryland Association of CPAs presents Today’s CPA: How to Succeed in the “New Normal”

Learn more or register cpa2biz.com/edge | 888.777.7077

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100 by 5/16/11

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2 Super Early Bird Registration by 5/16 & SAVE $100; Early Bird by 6/26 & SAVE $75

Hear from CPA Leaders. Grow Your Career Network.

In these three days geared to your career growth, you’ll network with the best and brightest in their field, who are committed to the latest CPA developments. Meet leaders in the CPA profession from around the country. Don’t miss this chance to gain expert advice for your future.

Learn key leadership skills, network with CPA experts, and focus on emerging issues to

advance your career in this demanding field.Evolve. Distinguish. Grow. Emerge. These are the four elements involved in strengthening your career as a CPA. And in this exciting and comprehensive first-time conference, e.D.g.e., you’ll discover the added value you can bring to your organization or client from this one-of-a-kind educational experience. From the very first day, the focus is on you and your growth, sharpening your skills, and enhancing your ability to lead effectively in a complex, fast-changing global marketplace.

• Refine leadership skills and practical information on career advancement

• Learn how to maintain your personal brand and develop your interpersonal and communication skills

• Discover more about the CPA specialty areas and career path options

• Learn what it takes to start your own firm

• Get exposure to the emerging issues, trends, and opportunities facing CPAs today

Post Conference Value-Added Workshop:Social Media for Young ProfessionalsCPAs and other accounting professionals know they need a social media presence.But who’s doing it right, and what can we learn from them? What are the benefits and potential drawbacks? Tom Hood, Bill Sheridan, and expert “virtual guests” will provide the answers as they help you take a closer look at what’s really going on.

Leadership

Developing Business Acumen

Professional Issues Update

The Brand YOU: Becoming Intentional About Your Messages to Get the Results You Want

Today’s CPA: How to Succeed in the “New Normal”

Making the Transition to a Manager/Supervisor

Managing from the Middle

Time Management: The Big Lie

Hot Topics

Join the netWorK...

Social media networks (LinkedIn and Twitter) provide an important connection in your organizations, as well as your personal and professional life. Grow your social networking experience – before, during and after the conference by joining the E.D.G.E. community at:

It is your opportunity to be a part of an ever-growing community of E.D.G.E. professionals. You can make significant new business contacts with leading experts and peers. It is also a chance to exchange ideas and share success stories. Join today!

http://linkd.in/YoungCPA_Ntwrk #AICPA_EDGE

Who Should AttendCPAs and practitioners in public accounting and business & industry with 5-15 years accounting experience.

3learn more or register | cpa2biz.com/edge | 888.777.7077

Conference Agenda / Wednesday, August 10

General sessions and six specialized tracks offer a wide range of topics to give you a comprehensiveeducational experience that best fits your needs.

Description of tracks

Career edge: These sessions focus on the steps emerging CPAs should take to step-up their careers and gain the edge on success

firm edge: This track focuses on how to manage/lead a firm into the future

it edge for financial auditors: The focus of these sessions is how auditors can use IT to improve the efficiency and effectiveness of their audits

a&a edge: A wide range of topics concentrating on emerging trends in accounting & auditing

Leading edge topics: The focus is an overview of topics designed to guide CPAs on emerging issues

Management edge: This track is for those transitioning into a management position

a-aCCounting ap-aDMinistrative praCtiCe au-auDiting bMo-business ManageMent & organization

C-CoMMuniCations pD-personaL DeveLopMent p/hr-personneL/hr sKa-speCiaLizeD KnoWLeDge & appLiCation t-tax

FIELDS OF STUDY

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Main ConferenCe WeDnesDay, august 10 / Day one

11:00 am - 5:00 pm registration open12:00 pm - 12:10 pm Welcome remarks12:10 pm - 1:00 pm general session 1 Leadership PD

Ernie Almonte, CPA.CITP, CFF, CGFM, Partner, DiSanto Priest & Co., Warwick, RIThis session is a discussion on integrity, innovation and insight. It will help the next generation build a bridge to their pathway for success. We will discuss the traits needed, and some obstacles you will encounter as you exercise leadership throughout your career.

1:05 pm - 1:55 pm Concurrent sessions 2 The Value Proposition of Volunteering PD Jeff Barbacci, CPA, Director of Audit, Thomas Howell Ferguson, P.A., Tallahassee, FL

As CPAs, we are all inevitably asked to serve on a board, lead an audit committee or fill in as treasurer. Do you typically welcome those opportunities as a chance to grow professionally and personally, or do you typically shy away and hope the next person in line will step up? Approaching volunteerism with the right frame of mind yields significant benefits to both you and the organization. This session will explore that value proposition by helping you understand the responsibilties as a volunteer leader, the value of your unique skill set, and the intangible benefits gained from the experience.

3 Making the Transition to a Manager/Supervisor BMO, P/HR

Steven Harris, CPA, Partner, RubinBrown LLP, St. Louis, MO

This interactive presentation and discussion focuses on transitioning into the role of supervising and managing people in professional and volunteer-based organizations. It will address the following topics:• Customizing your managerial style• Bridging the transition gap to your next role• Motivating and maximizing relationships with

your direct reports• The importance of peers in your new role• Reviewing the best practices and pitfalls of

new supervisors• Investing in your managerial style

1:55 pm - 2:25 pm networking & refreshment break

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Topics and speakers are subject to change

@Erniealmonte

@slharriscpa

Ernie, former Rhode Island Auditor General, was responsible for auditing the $7 billion State Annual Financial Report, $3 billion Federal Single Audit, Municipal Oversight, and Performance and Fraud Audits. He has 30 years experience in

the accounting profession, and holds a B.S. in Business Administration, Master of Science in Taxation, and Honorary Doctor of Business Administration from Bryant University. He graduated from the Senior Executives in State & Local Government and Innovations in Governance at the Harvard University Kennedy School of Government. Ernie is a past Board Chairman of the AICPA. He was appointed by the Secretary of Defense as Chairman of the Department of Defense Audit Committee, and by the U.S. Comptroller General to the Government Auditing Standards Committee. He was President of the National State Auditors Association and the Rhode Island Society of CPAs. Accounting Today named him one of the Top 100 Most Influential People in the Accounting Profession in 2005 and 2008. Ernie is the recipient of the Department of the Army Outstanding Civilian Service Medal, and the Rhode Island Society of CPAs Centennial Outstanding CPA in Government. He speaks internationally on fraud, government finance, auditing, international accounting, ethics and the CPA profession.

ernie almonte, Cpa.Citp, Cff, CgfM

4 Super Early Bird Registration by 5/16 & SAVE $100; Early Bird by 6/26 & SAVE $75

Conference Agenda / Wednesday, August 102:25 pm - 3:15 pm Concurrent sessions 4 Work/Life Balance PD

Allison Harrell, CPA, Audit Senior Manager, Thomas Howell Ferguson, P.A., Tallahassee, FL

What is this work/life balance issue that everyone keeps talking about? We are accountants – work IS our life, or at least that is how we have been stereotyped for years. This is not the case anymore, either for our profession or every other profession out there. The workforce is changing, which includes increases in dual earner families, single parent and single person households, working mothers, and elder care responsibilities. Everyone is striving to achieve that perfect balance between excelling in careers and maintaining quality of life. This session will discuss how to do just that.

5 Managing from the Middle BMO, P/HREbonie Jackson, MBA, Global Financial Implementation Leader, Owens Corning, Toledo, OHWhat is the key to being an effective frontline manager? Learn how to manage the expectations of senior management, while effectively leading your staff. Discover the art of managing from the middle.

3:20 pm - 4:10 pm Concurrent sessions 6 Time Management: The Big Lie PD

Brian Kush, CPA, CLC, President, Moxie Partners, Westlake, OHManaging “time” is difficult, and there is no one-size-fits-all, off-the-shelf, super time management system that will help “solve” your time management challenges. So, instead of trying to master another “management” activity, we will focus on utilizing your current strengths to feel more “in your zone.” How can you focus on strengthening your observation and reflection muscles to get the results you want – faster – and in a more fulfilling way? In this session, you will learn: • Five “lies” related to conventional time

management thinking • How to measure the value of your time, literally,

by monetizing it to make better decisions to utilize the most important resource you have – yourself!

• Three areas of focus that are more important than managing “time”

3:20 pm - 4:10 pm Concurrent sessions 7 Developing Business Acumen SkA

Mark Koziel, CPA, Director, Specialized Communities/Firm Practice Management, AICPA, Durham, NC

Business acumen can be one of the most critical skills in your development as a future firm leader. In this session, we will discuss the critical components of business acumen, why business acumen is important, and how to leverage that skill in working with clients. We will then discuss ways to leverage and promote mastery of that skill to further your career.

4:15 pm - 5:05 pm specialty Credential roundtablesHaving an AICPA Specialty Area Credential is essential to distinguish yourself from other CPAs in your field. These credentials will communicate your role as a leader in your area of expertise to clients and employers. Join us at these roundtables to learn about the credentials and how obtaining one will enhance your career.

8 Business Valuation (ABV) SkA 9 Fraud (CFF) SkA 10 IT (CITP) SkA 11 Financial Planning (PFS) SkA5:00 pm - 6:15 pm Networking Reception

Main ConferenCe thursDay, august 11 / Day tWo

7:00 am - 5:30 pm registration open7:00 am - 8:00 am Continental breakfast7:00 am - 7:50 am early riser sessions 12 IFRS Update A

Kim Kushmerick, CPA, Senior Technical Manager – Accounting Standards, AICPA, New York, NYThis session will provide an overview of International Financial Reporting Standards, and an update on: • The global adoption and convergence efforts

currently underway in the accounting standards area• The major players undertaking this effort • Some of the significant differences between the

U.S. and international accounting standards • Summary of joint IASB/FASB accounting project

13 Effective Written Communication CLauren Tice, MA, Marketing & Communications Manager, Kansas Society of CPAs, Topeka, KS

This session will offer tips and tricks to writing better inter-office and client communications. Topics will include: • Writing clear and concise messages • Proper etiquette • Proofreading tips, and more!

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@AllisonJHarrell

@Youachieve

@ink_speaks

@markkoziel

Brian is a leadership coach who helps aspiring professionals increase their leadership capacity and get the new results they want. They do this by declaring what is important in their life and show up as the biggest version of who they already

are. Brian is the President at Moxie Partners, a leadership coaching and development company. He is also principal and co-founder of HW Simplified LLC, the premier consulting company that helps companies ensure compliance with federal rules and regulations applicable to their health and welfare plans. He authored Auditing Leadership (Wiley, September 2009), has written numerous articles on leadership challenges in trade magazines, and is a CPA with over 15 years of accounting and consulting experience. Brian received a Certificate in Leadership Coaching from Georgetown University, is an International Coaching Federation (ICF) credentialed coach, and received a B.S. in Accounting from the University of Virginia.

brian Kush, Cpa, CLC

5learn more or register | cpa2biz.com/edge | 888.777.7077

8:05 am - 8:55 am general session 14 Professional Issues Update SkA

Paul V. Stahlin, CPA, Chair, AICPA Board & Regional President, Skylands Community Bank, Belle Mead, NJPaul will provide an overview of the key forces driving change for the CPA profession today and in the future. He will also cover key AICPA initiatives focused on supporting members in an ever-changing profession.

9:00 am - 10:15 am Concurrent sessions 15 A&A Update A, AU

Kim Kushmerick, CPA, Senior Technical Manager – Accounting Standards, AICPA, New York, NYThis session will provide an overview of recent events in audit and accounting, focusing on the activities of the FASB, IASB, ASB, PCAOB and FinREC. It will update you on the many accounting projects underway, and what they could mean to you: • Revenue recognition • Leases • Insurance • Accounting for financial instruments • Voting interest entities • Reporting discontinued operationsIt will also focus on new auditing guidance, to provide an understanding of the ASB Clarity Project and its impact on auditing standards.

16 2011 Tax Update TMelissa Labant, J.D., CPA, CFP®, Technical Manager, Taxation, AICPA, Washington, DCWhether you’re a tax practitioner or just interested in how the tax rules will affect you, this session gives an overview of the most significant changes in personal income taxes for the year.

10:15 am - 10:35 am networking & refreshment break

10:35 am - 11:50 am Concurrent sessions 17 Control Risks in the New Normal BMO

Carol Morgan, CPA, CFE, CIA, CISA, CCEP, Vice President Audit & Risk Management Services, World Vision U.S., Federal Way, WAThe pressures on management, boards and audit committee members to understand and address organizational risks have never been greater. In today’s economic climate, an organization must be able to protect its key assets. Whether due to changes in leadership, direction, growth, funding, technology, or program/service offerings, it is likely that your organization is facing increased risk. The potential reputational, legal, financial, and mission-related risks associated with such exposure have increased, as have stakeholder expectations regarding good stewardship. This places even more responsibility on leadership to identify and understand potential risks, and prioritize mitigation strategies going forward. This session will discuss appropriate methodologies to identify risk, key risks facing NFP organizations, and risk mitigation techniques.

18 Unraveling the Mystery of the Cloud SkAByron Patrick, CPA.CITP, MCSE 2003, Co-Founder & CEO, Simplified Innovations Inc., Baltimore, MD

The proliferation of the Internet and other new technologies have created many opportunities for organizations and businesses to save money, and gain access to technology that was once cost-prohibitive. This session will discuss the different options available to leverage the “cloud” and move your organization’s technology into the 21st century. It will discuss the different “cloud” delivery methods, SaaS, Pass, etc., and the pros and cons of each.

11:50 am - 12:45 pm Lunch12:45 pm - 2:00 pm general session 19 The Brand YOU: Becoming Intentional About Your Messages to Get the Results You Want SkA

Brian Kush, CPA, CLC, President, Moxie Partners, Westlake, OHIn today’s world of growing transparency and ever-emerging social technologies, you cannot stop the proliferation of your brand. You have no control over how it is interpreted either – because it’s not up to you. That is up to everybody else. You can, however, take ownership over the messages you send. How do you want your professional (and personal) life to be seen by others? How do you want to position your personal brand so it leads to the results you want? In this session, you will learn: • What a personal brand is, and how to uncover your

current brand in creative ways• How first impressions are formed, why they are so

important, and how they can be strengthened and, when necessary, changed!

• Five sure-fire ways to damage your personal brand and limit your ability to achieve all the results you want in life

• How your personal brand may be the key to uncovering your “dream” job, or doing more of what brings out the best in you in your current job – but not in the way you probably think

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@byron_cpa

@Youachieve

Paul is Regional President of Skylands Community Bank, a member of Fulton Financial Corporation. Prior to its merger with Skylands, he was President and CEO of Somerset Valley Bank. Paul served as Executive Vice President and Chief Financial

Officer of Fleet Credit Card Services, one of the ten largest credit card companies in the U.S. Prior to the acquisition by Fleet Financial, Paul was Corporate Controller of Summit Bancorp, one of the twenty-five largest bank holding companies in the country. He began his career in public accounting, which included six years with Price Waterhouse & Co. He serves as Chair of the Board of Directors of the AICPA. Paul has also demonstrated strong leadership through active community involvement and serves as Vice Chairman on the Board of Trustees of the Somerset Medical Center. In addition, Paul serves on the Executive Board of Somerset County Business Partnership; Trustee of St. Charles Borromeo Parish; Past Vice President of the Community Bankers Association of New Jersey; and a member of the National Eagle Scout Association. Previously, Paul was President of the New Jersey Society of CPAs, Treasurer of Girl Scouts of USA’s Rolling Hills council, and a member of the New Jersey Bankers Association. Paul is immediate past Chairman and President of the Montclair State University Foundation’s Board of Trustees and co-chair of the MSU Centennial Capital Campaign.

paul v. stahlin, Cpa

Super Early Bird Registration by 5/16 & SAVE $100; Early Bird by 6/26 & SAVE $756

Conference Agenda / Thursday, August 112:05 pm - 2:55 pm Concurrent sessions 20 Blue-Ribbon Panel Update A

Hubert Glover, CPA, Ph.D., CRISC, CIA, CMA, President, REDE Inc., New Orleans, LAThis session will provide an update on the implications of the Blue Ribbon Panel recommendations to the Financial Accounting Foundation and expected next steps.

21 Your Roadmap to Success Using Personal Financial Planning to Help You and Your Clients AP

Michael Eisenberg, CPA/PFS, J.D., Eisenberg Financial Advisors, Los Angeles, CANot all the millionaires next door were born that way; some actually had to earn their way. Knowing the principles of personal financial planning will not guarantee this for you and your clients, but it will certainly help to make better financial decisions. In addition, becoming financially literate will go a long way to help clients make sound financial decisions. Taking small steps goes a long way: • Knowledge is empowering• Financial knowledge can help lead to

financial freedom• Putting these together is why personal financial

planning is a core area within the AICPA• How to gain this knowledge and help yourself

and your clients on the road to financial freedom2:55 pm - 3:15 pm networking & refreshment break 3:15 pm - 4:05 pm Concurrent sessions 22 Evolution of Corporate Sustainability Practices: Emerging Opportunities for CPAs SkA

Ken Witt, CPA, Technical Manager, Business, Industry and Government, AICPA, Durham, NCResults of survey research conducted by the AICPA, CIMA and CICA show that while highly valued in some leading organizations, the finance function involvement in corporate sustainability initiatives remains limited. As 21st century companies rise to meet the challenges of economic, social and environmental responsibility, the accounting profession has an important role to play. Attend this session to learn about the “triple bottom line” of sustainability, including: • Examples of innovative corporate social and

environmental sustainability programs• Applying environmental “lenses” for identifying impacts• The role of the CPA in sustainability accounting,

reporting and assurance

3:15 pm - 4:05 pm Concurrent sessions 23 Top Technology Initiatives SkA

Donny Shimamoto, CPA.CITP, Founder & Managing Director, IntrapriseTechKnowlogies LLC, Honolulu, HI

Is your organization leveraging the leading-edge technologies and tools to help deliver value? Are you properly managing the risks associated with your technology? Attend this session to learn which technology initiatives and technology-related issues are the top priorities for CFOs and CPAs, based on the 22nd annual AICPA Top Technology Initiatives Survey. Hear Donny Shimamoto talk about the EDGE Conference.

4:10 pm - 5:25 pm Concurrent sessions 24 You Have Your Dad’s Firm, Now What? SkA

Jody Padar, CPA, MST, CEO & Principal, New Vision CPA Group, Arlington Heights, IL

Jason Blumer, CPA.CITP, CFE, Managing Partner, Chief Innovation Officer, Blumer & Associates, CPAs, PC, Greenville, SCJody and Jason met via Twitter. Both joined their dads’ sole proprietor firms after working elsewhere. Both are under 40, and have taken their fathers’ firms in new directions, with each firm experiencing phenomenal growth. They have joined to share their best practices. Jason’s focus is on Process, Client Selection, Social Media; Jody’s on SaaS Technology, Value Billing and Quickbooks Consulting. What will a firm of the future look like? It’s already here. This session is for those who would like to start their own firm or just need a jumpstart to grow and make their firm more profitable. Jody and Jason will each share how they reinvented their fathers’ firms and how their dads are thrilled with the outcome.

25 Sky High: Personal Success Stories SkAEver look at those people who are thriving in their careers and wonder how they got there? Join this session to hear leaders of the CPA profession explain what it takes to succeed in this demanding field.

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@EisenbergFA

@jodypadarcpa

@jasonmblumer

@donnyitk

Donny is the founder of IntrapriseTechKnowlogies LLC, a CPA firm focused on organizational development and advisory services for the middle market. Donny is a current member of the AICPA Council, Assurance Services Executive

Committee, and is co-chair of the Business Intelligence Working Group of the IT Executive Committee. An active Certified Information Technology Professional (CITP), Donny has helped with the development of the AICPA’s IT competency model for CPAs, revamping of the CITP credential, and in development of the CITP exam. He has worked on several international collaborations between the AICPA and CIMA related to business intelligence, and is also a frequent national speaker and author on business intelligence and IT management. Donny received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 and 2009, and was also a Hawaii Top High-Tech Leader in 2004. Donny was part of the inaugural class of the AICPA’s Leadership Academy program, and is a member of the CPA Horizons 2015 Advisory Panel, where he continues to be an active voice for upcoming and emerging professionals.

Donny shimamoto, Cpa.Citp

7learn more or register | cpa2biz.com/edge | 888.777.7077

Main ConferenCe friDay, august 12 / Day three

7:00 am - 4:30 pm registration open7:00 am - 8:00 am Continental breakfast7:00 am - 7:50 am early riser sessions 26 How CPAs Add Value to Business Intelligence Initiatives SkA

Donny Shimamoto, CPA.CITP, Founder & Managing Director, IntrapriseTechKnowlogies LLC, Honolulu, HI

Business intelligence has consistently been the #1 IT project for many years. But a good system implementation requires both IT and business knowledge to be successful. Non-technical CPAs can add value to business intelligence initiatives by providing process management, data quality, and internal controls (financial, operations, and compliance) expertise. In this session you will learn how to reapply core CPA skills to add project value and provide career advancement – while providing your organization with a competitive edge.

27 Sitting on the Sideline in Standard Setting Process or Being Heard – Its Your Choice! A

Alan Anderson, CPA, President, ACCOUNT-ability Plus, Minneapolis, MNAll of us have an opportunity to express our views on the standards issued by our profession. This interactive session will outline the standard setting process and conceptual framework for the profession. You can choose to let standards happen and not get involved, or you can make a difference. This session will offer suggestions on how you can get involved and work to make a difference.

8:00 am - 8:50 am Concurrent sessions 28 IT General Controls for Financial Auditors AU

Tommie Singleton, CPA.CITP, CFF, CGEIT, CISA, Scholar-in-Residence, Carr Riggs & Ingram, Enterprise, ALThis session will cover the basics that financial auditors need to know regarding IT general controls (ITGC). It includes the five major areas to investigate, how to assess assurance, and how results interact with financial audit plans, processes, evidence, and conclusions. • Control environment • Access control • Change management • Backup & recovery • Service providers

29 Operating the Virtual Office SkAByron Patrick, CPA.CITP, MCSE 2003, CoFounder & CEO, Simplified Innovations Inc., Baltimore, MDThe virtual office is becoming increasingly common today. Businesses are forgoing the overhead of a brick and mortar office and using today’s technologies to create the virtual office. This session will discuss many of these technologies, and how they can be implemented to create an enterprise presence without the enterprise overhead.

8:55 am - 9:45 am Concurrent sessions 30 Gaining Audit Efficiency and Insight Through Data and Risk Analysis AU

April Gunn, CPA, CISA, Director, Virginia Auditor of Public Accounts, Richmond, VAAs auditors, we have a tendency to accumulate massive amounts of data. Do you ever feel like you aren’t doing enough with that data? Have you ever wondered how to focus your audits by pinpointing risks of non-compliance present in the data? Would this help improve the efficiency and effectiveness of your organization’s audit and regulatory compliance process? Find out how to do just that via a discussion of tools and techniques to assist with implementing a multi-entity or program-related risk-based audit approach. Attend this session to learn: • How to review data for decentralized entities as a

whole instead of individually • How to and challenges of implementing a risk-based

audit approach • How to combine external risks with risks identified

within your data • Ways to automate assigning risks to determine

audit approach • How to identify common internal control weaknesses

and non-compliance indicators in your data 31 Understanding Inclusiveness: It’s More than “Just Getting Along” SkA

Heidi Brundage, CPA, SPHR, Senior Technical Manager, AICPA, Durham, NCService is our business and a culture of inclusiveness of staff is our future. We are living in a unique time with four distinct generations in the workplace. Women and men are entering the CPA profession in parity, but advancing to leadership at extremely different rates. Racial and ethnic diversity is low compared with the makeup of the U.S. population. So, how do we get beyond “getting along” to understanding how inclusiveness is key to organizational sustainability? In this session, we will cover possible answers by: • Discussing the business case for building an

inclusive culture • Reviewing current barriers, including unintended

biases that we all face and unconsciously perpetrate• Learning about new ideas to promote an inclusive

environment that will lead to success9:45 am - 10:15 am networking & refreshment break10:15 am - 11:05 am Concurrent sessions 32 Forensics and Fraud Detection Utilizing CAATs AU

Tommie Singleton, CPA.CITP, CFF, CGEIT, CISA, Scholar-in-Residence, Carr Riggs & Ingram, Enterprise, ALThis session will describe some of the most popular CAATs, and provide some examples of how they can be used for fraud detection and data mining. Topics include: • CAATs (Excel, Active Data, IDEA, ACL) • Excel/Autofilter (includes examples) • Active Data & IDEA (includes examples) • Applying fraud theory with CAATs in fraud detection • Applying “red flags” with CAATs in fraud detection • Examples: shell vendor schemes, lapping, skimming

journal entries, and more

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@byron_cpa

@heidibrundage

@donnyitk

Super Early Bird Registration by 5/16 & SAVE $100; Early Bird by 6/26 & SAVE $758

Conference Agenda / Friday, August 1210:15 am - 11:05 am Concurrent sessions 33 Workforce of the Future SkA

Heidi Brundage, CPA, SPHR, Senior Technical Manager, AICPA, Durham, NCMark Koziel, CPA, Director, Specialized Communities/ Firm Practice Management, AICPA, Durham, NC

The workforce has been changing at a rapid pace over the last 20 years. The who, what, where and how of the work we do will continue to change, and successful businesses will be those that stay ahead of their peers. In this session, you will discover answers and insights into the following questions:• What will the CPA of the future look like? • What critical competencies will be necessary to succeed

in public accounting and business and industry? • How will technology affect us and what we do

in business? • Where will we find the next generation of recruits,

and what will they look like and expect?This session will also give you resources to stay on top of the changing workforce landscape, and how to continually engage others on your team to facilitate change necessary to succeed.

11:15 am - 12:30 pm general session 34 Today’s CPA: How to Succeed in the “New Normal” SkA

Tom Hood, CPA.CITP, CEO, Maryland Association of CPAs, Towson, MDOne thing every CPA agrees on is that this time it’s different. The question on everyone’s mind is what is the new normal? What are the major trends and issues you must pay attention to? Tom will share his insights on the four mega-trends affecting the CPA profession – globalization, workforce/demographics, technology, and regulations/standards – and what they mean to your firm. Learn how leadership has fundamentally changed, and what you can do to get ahead of the next wave of change.

12:30 pm Main Conference adjourns

1:30 pm - 4:30 pm post-Conference value-added Workshop (additional fee)

101 Social Media for Young Professionals SkATom Hood, CPA.CITP, CEO, Maryland Association of CPAs, Towson, MDBill Sheridan, CAE, Editor, Maryland Association of CPAs, Towson, MDRead Tom Hood and Bill Sheridan’s award-winning blogs at http://www.cpasuccess.com & http://www.bizlearningblog.com The debate is over: Yes, you need a social presence. But what should you do there? Who’s doing it right? What are the benefits of social success – and the drawbacks of failure? Most importantly, how are CPAs using social media, and what can we learn from them? Tom Hood, Bill Sheridan and some “virtual” guests take a closer look.

4:30 pm Workshop adjourns

@heidibrundage

@tomhood

@tomhood

@BillSheridan@markkoziel

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“With a social media outreach in the tens of thousands, Hood is well known for his pioneering use of Second Life, multimedia and social networking tools to communicate and educate.” That is what Accounting Today magazine said in

their 2010 profile of Tom as one of the Top 100 Most Influential People in the CPA profession (his sixth time). Tom is best known for his role in helping CPAs “shape their future” through his work at the Maryland Association of CPAs and the Business Learning Institute, a center for the development of leadership and strategic thinking skills for CPAs. He stands out in three areas: leadership, learning, and technology. He was recently named as one of the Top 25 Thought Leaders in Public Accounting Technology by CPA Technology Advisor, and one of the Top 25 Online Influencers in Talent Management by HR Examiner. Tom and his team have facilitated and taught the Major Firms Group (Top 100 CPA firms) for the AICPA, the AICPA Leadership Academy, and facilitated strategic plans with numerous national AICPA committees and leading CPA firms from all over the U.S., along with corporations and non-profits. Tom has also co-authored (with Gretchen Pisano) BLI’s i2a – Insights to Action, a strategic thinking system that is used to cultivate leaders, and a strategic planning process to help organizations navigate today’s permanent whitewater environment. He is a nationally recognized author, speaker, and consultant. Tom and the MACPA have been featured in the Journal of Accountancy, Accounting Today magazine, and AccountingWeb.

tom hood, Cpa.Citp

Bill is the Maryland Association of CPAs’ electronic communications manager, editor, and resident Web 2.0 cheerleader. Since joining the MACPA in 2000, he has created, co-written, and maintained its daily blog, CPA Success; created, written and produced

a weekly podcast, CPA Spotlight; and created a series of electronic newsletters that provide members with monthly headlines and resources in four subject areas (taxation, technology, resources for CPA firms, and resources for CPAs in business and industry). As editor, Bill oversees content for both the MACPA’s Web site and its bimonthly member magazine, Statement. His articles about the MACPA and the CPA profession have appeared in Association Management and SmartCEO magazines and have been distributed nationally by the AICPA.

bill sheridan, Cae

9learn more or register | cpa2biz.com/edge | 888.777.7077

Additional Information

steering CommitteeLevel Two: Sessions focus on specific and/or complex issues related to the topic. Level 2 sessions assume that session participants already have a general understanding of the session topic.

Chair:

Members:

allison harrell, Thomas Howell Ferguson, P.A., Tallahassee, FL

Dan Dehner, Ernst & Young LLP, Los Angeles, CAstephanie Dunn, PricewaterhouseCoopers LLP, Indianapolis, INapril gunn, Auditor of Public Accounts, Richmond, VA

ebonie Jackson, Owens Corning, Toledo, OHnicole Morris, Champlain College, Burlington, VTDonny shimamoto, IntrapriseTechKnowlogies LLC, Honolulu, HI

tracey fennel, Program Development, Durham, NCbrandi Delany, Conference Logistics, Durham, NC

Mark Koziel, Specialized Communities/ Firm Practice Management, Durham, NCsharon strother, Business, Industry & Government, Durham, NC

aiCpa staff:

The Ritz-Carlton

Take advantage of a very special $119 per night rate that is being offered exclusively to AICPA E.D.G.E. Conference attendees. Experience New Orleans’ Southern hospitality and unforgettable style from the edge of the French Quarter. Located in the heart of the city, on the world-famous Canal Street, the Ritz-Carlton, New Orleans provides guests with access to the city’s most popular and unique attractions.

*be sure to supply a valid email address when registering. Instructions to access the speaker materials website [AICPAConferenceMaterials.com] are distributed via email approximately two weeks prior to the start of the conference. Also, add service@aicpa.org to your safe sender list.

an eco-friendly and paperless initiativeAs a part of the AICPA Meetings & Conferences eco-friendly initiative,

we are pleased to provide participants with access to a speaker materials website in advance of the conference.

Only $119

per night!

Super Early Bird Registration by 5/16 & SAVE $100; Early Bird by 6/26 & SAVE $7510

reCoMMenDeD Cpe CreDit up to 20.5 (main), up to 3 (optional) This conference was prepared in accordance with the Joint AICPA/NASBA Statement on Standards for Continuing Professional Education (CPE) Programs effective on January 1, 2002. The recommended CPE Credits are in accordance with these standards; however, your individual state board is the final authority on the acceptance of programs for CPE credit.ConferenCe fee Registration fees are determined by current membership status in the AICPA. Please indicate member number on the registration form to obtain the correct discount. Conference fee includes all sessions, conference materials, continental breakfasts, refreshment breaks, luncheons and a reception. Fee for value-added workshops includes all session materials and refreshment breaks.

Dress CoDe Business CasualCanCeLLation poLiCy You may cancel without penalty if written cancellation requests are received by June 26, 2011. Due to financial obligations incurred by the AICPA, a credit voucher less 50% of the registration fee will be issued for written requests received by July 20, 2011. No refunds or credits will be issued on cancellation requests received on or after July 21, 2011. For further information, call the AICPA Service Center at 888.777.7077. hoteL anD grounD transportation inforMation Contact the hotel directly to obtain their policy on reservations, deposits and cancellations. Rooms will be assigned on a space-available basis only. To receive our special group rate mention that you will be attending the aiCpa e.D.g.e. Conference.

the ritz-Carlton Hotel Phone: 504.524.1331 921 Canal Street Hotel Reservations: 800.542.8680 New Orleans, LA 70112 Hotel Room Rate: $119 single/double Hotel Reservation Cutoff Date: July 11, 2011

Taxi Service: $25-40 each way, 30 minutes – to and from the hotel and airport (rates and times are approximate) airLine inforMation The AICPA has a special arrangement with Maupin Travel, Inc. of North Carolina to assist you with your travel arrangements. This travel agency may be reached at 800.345.5540. If you prefer to make your own travel plans, be sure to mention the participating airline’s reference number (listed below) to take advantage of deeply discounted “Zone Fares” that do not require a Saturday night stay-over. Discounts are valid for round trip registered AICPA meetings or conferences only. Some restrictions may apply. american airlines 800.433.1790 Index #21445 united airlines 800.521.4041 Refer to Meeting ID #531SI Delta airlines 800.328.1111 Refer to Meeting ID #NM66P For up-to-date airline information regarding special travel discounts, please visit cpa2biz.com/conferences. Due to recent airline industry fare restructuring, we cannot guarantee that the above group travel agreements will be in effect at the time when you are making your travel arrangements. Please contact the airline and/or your travel agency for latest applicable discounts and arrangements.

Car rentaL hertz Car rental – AICPA Member Discounts: Call 800.654.2240. Ref. Code CV#021H0018. Airline and car rental discounts are available only when you or your travel agent book through the 800 number. We strongly advise you to confirm your conference registration and hotel reservation prior to making your travel plans. exhibit anD sponsorship opportunities Don’t miss the opportunity to present and sell your organization’s services and products to thousands of CPAs and financial professionals at AICPA conferences. For detailed information on conference exhibit and sponsorship opportunities, please send your email to exhibit@aicpa.org.

4 Ways to register fast

onLine*: www.cpa2biz.com/conferences phone*: 1.888.777.7077 or 1.919.402.4500 fax*: 1.800.362.5066 or 1.919.419.4795

MaiL: Complete and mail the form along with your promotion code to: AICPA Member Service Center, Conferences, 220 leigh farm Road, durham, NC 27707-8110

*Credit card registration only (AICPA VISA® **, American Express® , diners Club® , discover® , MasterCard® or VISA® )**If you use an AICPA credit card, you can earn 5 points per dollar spent on AICPA Conference purchases. To learn more or apply, visit www.cpa2biz.com/bankofamerica

group registration Registration for 2 or more individuals at the same time may qualify for group discounts; additional savings may be available for groups of 10 or more. For more information please call the AICPA Service Center at 888.777.7077 (9AM-6PM ET). program Code: eDge11

AICPA Store/CPA2Biz

220 Leigh Farm Road

Durham, NC 27707

E.D.G.E. Sharpening the Next Generation of CPAs

cpa2biz.com/edge | 888.777.7077

ConferenCe fees Please circle appropriate rate.

Register by 5/16/11 SAVE $100

To register:

MeMbership/registration inforMationAICPA Member? Yes No

AICPA MEMbER No.

NICkNAME foR bAdgE buSINESS TElEPhoNE

TITlE

E-MAIl AddRESS

In accordance with the Americans with Disabilities Act, do you have any special needs/dietary restrictions?

Yes No (If yes, you will be contacted.)

payMent inforMation Full payment must accompany registration form.

My check for $_____________ payable to AICPA is enclosed.

OR Please bill my credit card for $_____________

AICPA VISA®* American Express® Diners Club®

Discover® MasterCard® VISA®

CARD NO. EXP. DATE

BILLING NAME

SIGNATURE

*If you use an AICPA credit card, you can earn 5 points per dollar spent on AICPA Conferencepurchases. To learn more or apply, visit www.cpa2biz.com/bankofamerica

AICPA Non- Member Member

AUGUST 10-12 - NEw ORLEANS, LA (EDGE11)

Super Early Bird Registration $595 $895 SAVE $100 by 5/16/11

Early Bird Registration $620 $920 SAVE $75 by 6/26/11

Regular Registration $695 $995

POST-CONfERENCE wORkShOP - fRIDAy, AUGUST 12 (additional fee)

1:30 pm - 4:30 pm $125 $125 101 Social Media for Young Professionals

Total $_______ $_______ Please photocopy this form for additional registrants. If the information on your label is incorrect, please complete the following:

lAST NAME fIRST NAME MI

fIRM NAME oR AffIlIATIoN

STREET AddRESS SuITE Po boX

CITY STATE ZIP

11CPA-473 EdgE11 081011

Gain the e.D.g.e. in your career! Learn the strategies and skills needed

to succeed as an emerging leader.

Join the netWorK... Grow your social networking experience – before, during and after the conference by joining the E.D.G.E. community at:

http://linkd.in/YoungCPA_Ntwrk #AICPA_EDGE