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Page 1: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson
Page 2: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

2.

1:45 – 3:30 p.m. Regency A & BDeterring and Detecting Fraud: Case Study Workshop (limited to those registered for Workshop)Karthik Ramanna, Harvard Business SchoolSponsored by the Center for Audit Quality and the Center for the Public Trust 4:00 – 5:00 p.m. Monarchy FoyerAnnual Meeting Registration

6:00 – 8:00 p.m. Napili Gardens/LawnWelcome Reception

7:30 – 8:25 a.m. Sunset TerraceBreakfast (All Welcome)

8:25 – 8:40 a.m. Monarchy BallroomWelcome and Introductions Gaylen R. Hansen, NASBA Chair

Sunday, October 27, 2013

Monday, October 28, 2013

Page 3: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

3.

8:40 – 9:00 a.m. Welcome from HawaiiKeith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson K.M. Lau, Chair, Hawaii Board of Public Accountancy

9:00 – 10:00 a.m. Bridging the GAAP: The Future of U.S. Financial ReportingRussell G. Golden, FASB Chairman 10:00 – 10:15 a.m. Questions and Answers

10:15 – 10:45 a.m. Break

10:45 – 11:00 a.m. Report from NASBA Chair 2012- 2013Gaylen R. Hansen

11:00 – 11:15 a.m. Future Plans from AICPA Chair 2013-14William E. Balhoff

11:15 – 11:45 a.m. Audit Quality and Investor Protection: The Need for Ongoing VigilanceJeanette M. Franzel, PCAOB member 11:45 – Noon Questions and Answers

Monday, October 28, 2013 continuedt

Page 4: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

4.

Noon – 1:00 p.m. Sunset TerraceBusiness Lunch (Meeting Participants Only)

Noon – 1:00 p.m. Maui Suite ThreeCommunications Officers’ Lunch Meeting

1:00 – 1:45 p.m. Monarchy BallroomPathways’ Progress and Other Education Initiatives Karen V. Pincus, AAA President 2012-13

1:45 – 2:45 p.m. State Boards and Standard Setters (Panel Discussion)Moderator: Laurie J. Tish, NASBA Director-at-Large

Panelists: Chuck E. Landes, AICPA Vice President Billy M. Atkinson, PCC Chair

James Sylph, IFAC Executive Director, Professional Standards & External Relations

2:45 – 3:15 p.m. Questions and Answers

3:15 – 3:30 p.m.Raffle

3:30 p.m. Recess

3:45 – 5:30 p.m. Monarchy FoyerCenter for the Public Trust Fundraising Event

Monday, October 28, 2013 continuedt

Page 5: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

5.

7:00 – 8:45 a.m. Regional Breakfast Meetings for Board Members and StaffModerators: Regional Directors (2012-2013)

Central Region Maui Suite 1Douglas W. Skiles

Great Lakes Region Maui Suite 2Kim Tredinnick

Middle Atlantic Region Maui Suite 3Miley W. (Bucky) Glover

Mountain Region Regency BKaren Forrest Turner

Northeast Region Lahaina GardensJefferson Chickering

Pacific Region Regency ADonald F. Aubrey

Southeast Region Maui Suite 4Jimmy E. Burkes

Southwest Region Regency CJanice L. Gray

tuesday, October 29, 2013

Page 6: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

6.

7:00 – 8:45 a.m. Sunset Terrace Breakfast for Other Participants (All Welcome)

9:00 – 11:30 a.m. Monarchy BallroomAnnual Business Meeting

Minutes of 105th Annual Business Meeting Kenneth R. Odom, Secretary

NASBA AwardsMichael T. Daggett, Awards Committee ChairLorraine P. Sachs, NASBA Executive VP Emerita

Elections of NASBA Board Members Mark P. Harris, Nominating Committee Chair

Administration & Finance Committee Report E. Kent Smoll, Treasurer

Audit Committee Report Kim Tredinnick, Audit Committee Chair

Bylaws Committee Report Jimmy E. Burkes, Bylaws Committee Chair

Center for the Public Trust Report Alfonzo Alexander, Center for the Public Trust President

Executive Directors Committee ReportNicole Kasin, Executive Directors Committee Chair

President’s ReportKen L. Bishop

tuesday, October 29, 2013 continuedt

Page 7: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

7.

11:35 – 11:55 a.m. Regency AFirst Meeting of New NASBA Board of Directors (Election of Secretary and Treasurer) Noon – 1:00 p.m. Sunset TerraceAttendee and Guest Luncheon (All Welcome)

1:00 – 2:00 p.m. Monarchy BallroomInaugural Presentations

Special Thanks & Board Member RecognitionGaylen R. Hansen, NASBA Chair 2012-13

Inaugural AddressCarlos E. Johnson, NASBA Chair 2013-14

tuesday, October 29, 2013 continuedt

Page 8: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

8.

2:00 – 2:45 p.m. The Changing Landscape

CPA Canada Update (2:00 – 2:30)Kevin Dancey, CPA Canada President & CEO

Rethinking MRAs (2:30-2:45)Telford A. Lodden, NASBA/AICPA IQAB Chair

2:45 – 3:00 p.m. Questions and Answers

3:00 – 3:30 p.m. Threats and Safeguards: A DramatizationRaymond N. Johnson, Ethics Committee ChairCast: Noel L. Allen, Michael Bryant, John S. Dailey, Jr., Janice L. Gray, Mark P. Harris, Nicole Kasin 3:30 – 3:45 p.m. Raffle

3:45 p.m. Recess

6:30 p.m. Napili Gardens/LawnGala

tuesday, October 29, 2013 continuedt

Page 9: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

9.

8:00 – 9:15 a.m. Regency CPresidents’/Chairs’ Breakfast Meeting Moderator: Carlos E. Johnson, NASBA Chair 2013-14

8:00 – 9:15 a.m. Regency BExecutive Directors’ and State Board Staff Breakfast Meeting Moderator: Nicole Kasin, Executive Directors’ Committee Chair 2012-13

8:00 – 9:15 a.m. Regency ABreakfast for State Society/Profession Attendees Moderator: John Johnson, Director of Legislative & Governmental Affairs

8:00 – 9:15 a.m. Sunset TerraceBreakfast for Other Participants (All Welcome)

9:30 – 10:30 a.m. Monarchy BallroomReports from New Committees

Standard Setting Study GroupRaymond N. Johnson, Standard Setting Study Group member

State Society Relations GroupRichard E. Jones, WA State Society President & CEO

Legislative Support ProjectsDonald H. Burkett, Board Effectiveness and Legislative Support Committee Chair

wednesday, October 30, 2013

Page 10: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

10.

10:30 – 10:45 a.m. Questions and Answers

10:45 – 11:00 a.m. Changes to the UAA Being ConsideredKenneth R. Odom, UAA Committee Chair

11:00 – 11:30 a.m. CPA Examination of the FutureColleen K. Conrad, NASBA Executive Vice President & COOCraig N. Mills, AICPA Vice President, Examinations

11:30 – 11:45 a.m. Questions and Answers

11:45 – 11:55 a.m. Comments on 2013 Annual Meeting & Invitation to 2014 AnnualCarlos E. Johnson, NASBA Chair 2013-14

11:55 – 12:10 p.m. Final Raffle

12:10 p.m. NASBA Annual Meeting Adjourns

wednesday, October 30, 2013 continuedt

Page 11: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

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Front Row (left to right): Noel L. Allen, Laurie J. Tish, Mark P. Harris, Ken L. Bishop, Gaylen R. Hansen, Colleen K. Conrad, Carlos E. Johnson, Karen F. Turner; Second Row (left to right): Miley W. (Bucky) Glover, Harry O. Parsons, Theodore W. Long, Jr., Janice L. Gray, Telford A. Lodden, Donald H. Burkett, Douglas W. Skiles, E. Kent Smoll; Third Row (left to right): Jimmy E. Burkes, Nicole Kasin, Jefferson Chickering, Kenneth R. Odom, Raymond N. Johnson, Donald F. Aubrey, Kim Tredinnick; Not Pictured: Richard Isserman

Page 12: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

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OFFICERSGaylen R. Hansen, CPA (CO), Chair

Carlos E. Johnson, CPA, Ed. D. (OK), Vice ChairMark P. Harris, CPA (LA), Past ChairE. Kent Smoll, CPA (KS), Treasurer

Kenneth R. Odom, CPA (AL), Secretary

DIRECTORS-AT-LARGEDonald H. Burkett, CPA (SC)Richard Isserman, CPA (NY)

Raymond N. Johnson, CPA, Ph.D. (OR)Telford A. Lodden, CPA (IA)

Theodore W. Long, Jr., CPA (OH)Harry O. Parsons, CPA (NV)

Laurie J. Tish, CPA (WA)

REGIONAL DIRECTORSDonald F. Aubrey, CPA (WA), Pacific

Jimmy E. Burkes, CPA (MS), Southeast Jefferson Chickering, CPA (NH), Northeast

Miley W. (Bucky) Glover, CPA (NC), Middle AtlanticJanice L. Gray, CPA (OK), Southwest Douglas W. Skiles, CPA (NE), Central

Kim Tredinnick, CPA (WI), Great LakesKaren F. Turner, CPA, Ph.D. (CO), Mountain

Executive Directors’ LiaisonNicole Kasin (SD)

Page 13: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

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Page 14: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

MARCH 3-5, 2014

JUNE 4-6, 2014

JUNE 11-13, 2014

19th Annual Conference for State Board Legal Counsel

Savannah, GeorgiaHotel: The Westin Savannah Harbor Resort & Spa

32nd Annual Conference for Executive Directors and State Board Staff

Savannah, GeorgiaHotel: The Westin Savannah Harbor Resort & Spa

2014 Eastern Regional Meeting

Louisville, KentuckyHotel: The Brown Hotel

2014 Western Regional Meeting

St. Louis, MissouriHotel: Hyatt Regency St. Louis at The Arch

MARCH 3-5, 2014

2014 MEETINGS

Page 15: Questions and Answers Break - NASBA · 3. 8:40 – 9:00 a.m. Welcome from Hawaii Keith Regan, Managing Director, Maui County and Member, Hawaii Board of Public Accountancy Nelson

National Association of State Boards of Accountancy150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417

T: 615.880.4200 F: 615.880.4290 www.nasba.org