round: final confirming aicpa conference code: 7cpa2-029 · • learn how to conduct an i-9 audit...

888.777.7077

www.cpa2biz.com/conferences

July 24–25, 2007

Omni Interlocken Resort Broomfield (Denver), CO

Register by 6/4/07Save $75!

AICPA conference

aICPa Construction Industry executive Forum

CODE: 7CPA2-029NAME OF JOB: Construction BrochureROUND: Final Confirming

Category: ConferencesSpell Checked: ML 4/26/07Found/Replaced Double Spaces: ML 4/26/07

File in sync with current spec sheet: Yes, ML 4/13/07Color Usage: 5/5, 4/c and PMS 167 Disk Mat’ls Done: NoQuark Document Size: Flat 12” X 11” Folded 6” X 11” # of pgs: 8

Hotel Reservation Cutoff Date — 6/20/07

Developed specifically for high-level construction industry executives.

Photos: ©Denver Metro Convention & Visitors Bureau

2

Conference agenda

Call: 1.888.777.7077 Fax: 1.800.870.6611 visit www.cpa2biz.com/conferences for more information

Don’t miss the only construction industry conference designed for high-level executive training.

Nestled amidst the Rocky Mountains, this four-diamond resort of

modern luxury offers plenty of on-site pleasure. Golfers will love

the 27-hole championship golf course, with more than 400 feet of

elevation changes. For those who would rather spend time relaxing,

a full-service spa, two outdoor pools and whirlpool will do the trick.

Plus, you’ll enjoy luxury accommodations, complete with panoramic

views of the mountains or valley.

Beauty and luxury abound in Colorado.

Don’t Miss!

Snapshot Senior executives in the construction industry know that staying on top of the latest issues, including employment law, cash flow and succession planning, is critical to their organization’s continued success and bottom line. But where can they turn for top-level insight and networking that can help take their organization to the next level?

The event Step away from your day-to-day environment and immerse yourself in big-picture sessions that cover large-scale strategies to improve your business.

The 2007 AICPA Construction Industry Executive Forum will provide insight from leading experts in the construction industry on the high-level financial and legal issues impacting the industry today. The classroom setting and strategic learning environment allow for deep discussions and analysis, so you come away from the conference with solutions to the challenges your company faces and strategies to positively impact your bottom line.

With educational sessions and a schedule that encourages peer camaraderie and networking, you can’t afford to miss this event. Register today to ensure your spot!

Who Should attend CEOs, COOs, CFOs, Controllers and all senior-level executives in the construction industry

Call: 1.888.777.7077 Fax: 1.800.870.6611Register by 6/4/07 SAVE $75!2

Employment Law: Strategies to Minimize Risk to the Company

Status of the Surety Market

Improving and Managing Cash Flow

Succession Planning: Strategies for Success

Register by 6/4/07 Save $75!Recommended CPE credit: Up to 15.5

you or your colleagues may also be interested in the following conference:

Construction Industry ConferenceDecember 13–14, 2007Bellagio Las Vegas, NV

Visit www.cpa2biz.com/conferences for more information.

Call: 1.888.777.7077 Fax: 1.800.870.6611 3visit www.cpa2biz.com/conferences for more information


TueSDay, July 24 MaIN CONFeReNCe — Day ONe

7:00 am – 5:30 pm Registration & Message Center Open7:00 am – 8:00 am Continental Breakfast and Vendor Display8:00 am – 9:30 am General Session 1 Trends and Emerging Issues for the Construction Industry SKA

Hugh Rice, FMI, Denver, COThis session will review the future of the construction industry from several aspects: Where are markets headed? What industry trends will affect contractors? How will population fluctuations affect the industry. Discussion topics include:• Projections for key segments of the construction industry• Management trends affecting contractors• Demographic issues and their implications• Factors driving the success of construction firms

9:30 am – 10:00 am Refreshment Break and Vendor Display10:00 am – 11:30 am General Session 2 Employment Law BL

Julie Pace, Ballard Spahr Andrews & Ingersoll, LLP, Phoenix, AZThis session will provide implementation and evaluation strategies for companies to avoid or minimize risk to the company. Government visits are increasing for all companies and it is important to have a plan of action in place prior to the government knocking on the company’s door. We will review the proper steps to complete an I-9 form and to audit an I-9 form, while also encouraging the use of a W-9 form with employees. We will address how to respond to Social Security mismatch letters and other inquiries from government agencies that are happening more frequently. This session will help you to:• Learn how to conduct an I-9 audit to protect your company• Learn how to correct I-9 mistakes• Learn the value of using a W-9 form for all employees• Learn how to respond to ICE or the Police when they arrive at the company’s office or jobsites• Learn how to respond to Social Security mismatch letters• Learn the latest hot topics involving employment and OSHA• Learn tips to prevent employment liability and to conduct an HR audit at your company

11:30 am – 12:50 pm Lunch12:50 pm – 1:50 pm Concurrent Sessions 3 Construction Taxation — Ten Things Every CEO & CFO Should Know About Taxes T

Jim Lundy, Davidson, Golden & Lundy, Brentwood, TNThis session will include the following:• Tricks and traps that CEOs & CFOs need to be aware of in construction• Current legislation/litigation related to construction tax • Strategies and pitfalls related to construction taxation

4 Legal Issues & Strategies BL Phil Beck, Smith Currie & Hancock, Atlanta, GATo survive and thrive in today’s construction environment requires that the construction executive stay abreast of new developments and trends in the law and construction contracting. This session will provide practical advice on complex subjects in an understandable and interesting way. It will address some of the key “traps and pitfalls” and “killer clauses” in construction contracts, how construction contracts are used to allocate the risks inherent in any construction project, what construction executives can do to avoid and manage those risks and avoid litigation, and recent changes in the law. The topics addressed include the impact of changes in project delivery systems, the impact of new technology (such as BIM), the new 2007 AIA General Conditions, AGC’s new collaborative contract experiment and developments concerning construction insurance and indemnification requirements.

1:50 pm – 2:00 pm Change Break

FIELDS OF STUDY: A-ACCOUNTING A(G)-ACCOUNTING (GOVERNMENTAL) BL-BUSINESS LAW BMO-BUSINESS MANAGEMENT & ORGANIZATION CS-COMPUTER SCIENCE P/HR-PERSONNEL/HUMAN RESOURCES SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX

Topics, Speakers and Fields of Study are subject to change

NeW!n Choose your sessionsn Bring this brochure

with youn Follow your personal

itinerary at the conference

3

3

3

Select One Concurrent Session

4 Register by 6/4/07 SAVE $75! Call: 1.888.777.7077 Fax: 1.800.870.6611 visit www.cpa2biz.com/conferences for more information

2:00 pm – 3:00 pm Concurrent Sessions 5 Cash Flow — Improving & Managing Cash Flow BMO

John Wied, The Walsh Group, Portland, ORCash flow management is the responsibility of every manager in a construction organization — not just the CFO. Proper cash flow management policies, education and monitoring are critical to an organization’s financial success. In this session we will focus on:• Establishing proper cash management policies (internal and contractual)• Educating project teams and setting expectations related to their role in the cash

management process• Monitoring and enforcing proper cash flow management• Investment policies and strategies

6 Federal Government Contracting Update for Construction Contractors A(G)Brian Simmons, Ernst & Young, Dallas, TXThe Federal Market Place represents a significant business opportunity. However, for those who wish to sell their services to this market, success will depend on the company’s ability to comply with the Federal Government’s Procurement Rules, Regulations & Audits. This session will cover: • Recent federal government audit findings you should know about • The “UN” acquisition reform movement • Federal government contract legislative update • A panel discussion on achieving full federal government contracting compliance — One

Company’s Story

3:00 pm – 3:30 pm Refreshment Break and Vendor Display3:30 pm – 5:30 pm Concurrent Sessions 7 Mega Trends in Construction Accounting and Financial Management A

Robert Davidson, Davidson, Golden & Lundy, Brentwood, TNParticipants will hear a discussion of construction accounting developments and current trends in financial management, including:• Review of “real world” construction accounting • Key benchmarks in measuring the financial health of a contractor• Price escalator clauses and other current bidding strategies• Cost plus contract issues• Internal controls over contract management• Contract risk assessment• Equipment and shop cost management• Bidding and estimating controls

8 Attract, Retain and Motivate Employees — Creating Effective Rewards Programs P/HR

Sean Taylor, FMI, Raleigh, NCThis session will cover the following topics: • Aligning your Rewards Program with the strategy of your firm• Determining your firm’s rewards philosophy• Creating a Performance Management System• Determining which rewards are most effective in attracting, retaining and motivating employees• Linking rewards to performance• Selecting the right bonus pool funding mechanism• Implementing your plan successfully

5:30 pm – 6:30 pm Networking Reception and Vendor Display

Conference agenda

FIELDS OF STUDY: A-ACCOUNTING A(G)-ACCOUNTING (GOVERNMENTAL) BL-BUSINESS LAW BMO-BUSINESS MANAGEMENT & ORGANIZATION CS-COMPUTER SCIENCE P/HR-PERSONNEL/HUMAN RESOURCES SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX

NeW!n Choose your sessionsn Bring this brochure

with youn Follow your personal

itinerary at the conference

3

3

3





WeDNeSDay, July 25 MaIN CONFeReNCe — Day TWO

7:00 am – 4:30 pm Registration & Message Center Open7:00 am – 8:00 am Continental Breakfast and Vendor Display8:00 am – 9:30 am General Session 9 Status of Surety Market SKA

Gary Dunbar, Great American Insurance, Cincinnati, OHThis session will include the following: • Brief history of Suretyship • Loss cycles• Recent results • Legal environment• Reinsurance support • Current market trends• Market projection

9:30 am – 10:00 am Refreshment Break and Vendor Display10:00 am – 11:30 am General Session 10 What the CEO Needs from the CFO SKA

PanelThe success of the inter-relationship between the CEO and CFO positions is critical. Share ideas with a distinguished panel of CEOs and CFOs about the nature of the relationship between these two vital positions and what the CFO must do to meet the expectations of the CEO. Hear discussion and interaction about the involvement of the CFO in bidding, estimating and risk assessment of contracts.

11:30 am – 1:00 pm Lunch1:00 pm – 2:30 pm Concurrent Sessions 11 Information Technology — Blackberries, iPods & Payment (Electronic Payments) CS

Jackie Buck, Textura, Lake Bluff, ILThis interactive presentation will show how the converging technologies of email, electronic document preparation and storage, data encryption, electronic signatures and notarizations, combined with the ACH system, are enabling leading construction companies to improve cash flow, reduce contractual risk and improve staff efficiency. You will learn: • Why internet-based business processes are the future• Why encrypted data is safe• Why electronic signatures and notarizations are legally binding• How electronic signatures and notarizations are created• How the ACH system operates• How to significantly improve the construction payment process • How to quickly improve your company’s profitability

12 Succession Planning BMOGeorge Hester, Navitas, Ltd, Ridgeland, MSWhen you look at the statistics, 65% of the wealth that is passed to the second generation is lost by that generation while 90% of the wealth is lost by the third generation. This presentation will deal with the issues related to why most estate and business succession plans are not working long term. Other key points will include:• How do you determine the best exit strategy? When should you start planning and who

should be involved?• How do you protect your business in the transfer to the next generation of family or new

owners? What do you do differently if family members aren’t involved in the purchase or transfer?

• What are the components needed for the successful transfer of your construction business and what role does the CFO play?

• How do you integrate the family dynamics and the non-financial issues into the wealth planning/succession planning process?

• How do you treat non-working and working family members fairly and equitably?

2:30 pm – 3:00 pm Refreshment Break and Vendor Display3:00 pm – 4:30 pm General Session 13 Contractor Roundtable — Open Discussion/Hot Topics SKA

PanelJoin conference attendees in a committee of the whole/anything goes session for frank and open discussion on the hot topics and burning issues facing contractors, CEOs/CFOs and others in the construction industry. Expect issues and answers to abound as the group confronts the day-to-day challenges of maintaining high-level performance in the construction environment.

4:30 pm Conference Adjourns


6 Register by 6/4/07 SAVE $75! Call: 1.888.777.7077 Fax: 1.800.870.6611 visit www.cpa2biz.com/conferences for more information

aICPa Staff

Jackie Buck Textura Lake Bluff, IL

John CorcoranCICPACFountain Hills, AZ

Members

Steering CommitteeRobert DavidsonDavidson, Golden & LundyBrentwood, TN

Danny B. ParrishVintage Associates, Inc.dba Parrish Consulting GroupHouston, TX

Tracey TarinelliConference Program DevelopmentDurham, NC

Stephanie TramontanaConference LogisticsDurham, NC

Steering committee/aICPa resources

Construction Contractors: accounting, auditing and TaxMaster the fundamentals of the construction industry with this highly effective course. An outstanding value, it provides a thorough industry overview and includes AICPA authoritative publications. Content is tailored to the needs of both practitioners and industry financial professionals.Objectives: • Apply GAAP accounting methods applicable to construction contractors • Identify key tax rules and how to apply them • Provide efficient, high-quality audit and review services to construction clientsPrerequisite: None Author: Andrew C. Copeland, CPA Level: Basic Recommended CPE Credit: 12 (3-Accounting, 6-Auditing, 1-Finance, 2-Taxes) Value Aid! The AICPA Audit and Accounting Guide, and the 2005/2006 Audit Risk Alert. Format: Text 736431RGF AICPA Member $149.00 Nonmember $186.25

Construction Contractors: advanced IssuesDelve beyond the basics of many issues the construction industry brings to the accounting profession. Get hands-on advice on the accounting, audit and tax issues that make the construction industry a high risk client. Address difficult issues such as look back calculations, measuring progress of construction contracts and overhead allocations. Enhance your skills today to reduce the risk of your next construction engagement. Objectives: • Recognize and understand the pitfalls that small contractors face with construction issues • Evaluate and rework your audit process to avoid common deficiencies in construction

engagements • Improve how you address construction contract issuesPrerequisite: Completion of the AICPA course Construction Contractors: Accounting, Auditing and Tax, or experience in providing services for construction contractors. Author: Andrew C. Copeland, CPA Level: Advanced Recommended CPE Credit: 12 (3-Accounting, 4-Auditing, 1-Finance, 4-Taxes)Format: Text 731993RGF AICPA Member $149.00 Nonmember $186.25

visit: www.cpa2biz.com or Call: 1.888.777.7077To Order6

aICPa Resources

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C O N T I N U I N G P R O F E S S I O N A L E D U C A T I O N


Registration information

4 Ways to Register

Fast

ONLINE*: www.cpa2biz.com/conferences

PHONe*: 1-888-777-7077 or 1-919-402-4500

Fax*: 1-800-870-6611 or 1-919-402-4670

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® Credit Card, American Express® , Diners Club® , Discover® , MasterCard® or VISA® )

ReCOMMeNDeD CPe CReDIT Up to 15.5

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. Fee for conference includes all sessions, conference materials, continental breakfasts, refreshment breaks, luncheons and a reception. Note: all registration rates are shown in US $ Dollars. Registration for groups of 2 or more individuals per organization may qualify for group discounts. Please visit www.cpa2biz.com/conferences for more information. Groups of 10 or more individuals per organization may qualify for additional discounts, please email [email protected] for more information and indicate “Group Conference Sales” in the subject line of your email.

Please note: There is no smoking during the conference sessions.

Suggested attire: Business casual.

Prices, Topics, Speakers, Fields of Study and Agenda are subject to change without notice.

Program Codes: CONFEF07

CaNCellaTION POlICy Full refunds will be issued if written cancellation requests are received by 7/3/07. Refunds, less a $100 administrative fee, will

be issued on written requests received before 7/17/07. Due to financial obligations incurred by AICPA, no refunds will be issued on cancellation requests after 7/17/07.

For further information, call AICPA Service Center at 1-888-777-7077.

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. Note, this conference is expected to sell out, so please make hotel arrangements as soon as possible. To receive our special group rates mention that you will be attending the AICPA Construction Industry Executive Forum.

Omni Interlocken Resort Hotel Phone: (303) 438-6600 500 Interlocken Blvd. Hotel Reservations: (800) 843-6664 Broomfield, CO 80021 Hotel Room Rate: $179 single/double Hotel Reservation Cutoff Date: June 20, 2007

Ground Transportation — to and from the hotel and airport (please note, rates and times are approximate)

Shuttle: $22 each way — approximately 40 minutes

Taxi: $75 each way — approximately 30 minutes

Parking: complimentary self and valet parking

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 1-800-345-5540. 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 1-800-221-2255 Index #19330Delta Air Lines 1-800-221-1212 Refer to US723852916 United Airlines 1-800-521-4041 Refer to Meeting ID #531SI

For up-to-date airline information regarding special travel discounts, please visit www.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 1-800-654-2240. Ref. Code CV#021H0014.

Airline and car rental discounts are available only when you or your travel agent book through the 1-800 number. We strongly advise you to confirm your conference registration and hotel reservation prior to making your travel plans. The AICPA is not liable for any penalties incurred if you cancel/change your airline reservations. Rates are subject to availability.

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 [email protected].

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round: final confirming aicpa conference code: 7cpa2-029 · • learn how to conduct an i-9 audit...

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