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2008 Conference Hours:
Thu, Jun 12, 8:20am-4:50pm
Fri, Jun 13, 8:20am-3pm

2008 Free Show Hours:
Thu, Jun 12, 10am-4pm
Fri, Jun 13, 10am-4pm

Featured Sponsor:
California CPA Education Foundation Web site

Show Management:
Flagg Management Home Page

 

Conference Program

2008 California Accounting & Business Show & Conference
The 24th annual largest meeting of CPAs in California each year.

Day One, Thursday, June 12

Conference registration and coffee services 7:30-8:20 am
2nd floor Conference Complex - take stairs or elevator to ‘2’

General Session (2 CPE Credits)

Session 1 8:20-10 am - 2nd floor LAX Hilton Conference Session Room
Hot New CPA & Business Technology. Predictions for this year. Vista, Microsoft Office Accounting Pro 2008, Intuit QuickBooks, new CPA and business technology security.

Dana ‘Rick’ Richardson, CPA, CITP, Richardson Media & Technologies, Canton, CT

Rick is current on the latest CPA and business technology trends. Rick is your best source to stay on top of the CPA technology marketplace. He will cover new products, hardware, software, communications and emerging technologies. Come hear his technology predictions for 2008. Rick is your Search Engine to the future.

Exhibits Open 10 am - 4 pm
CPE sessions will have scheduled breaks to see the exhibits in 3 halls: International, Pacific and Plaza on the lower level. Exclusive show viewing time 10-11 am.

Cash lunch service in the exhibits 11 am-2 pm
Plaza exhibits, lower level of the LAX Hilton.

Concurrent Sessions - Select one of two (1 CPE credit)

Session 2 11-11:50 am - 2nd floor LAX Hilton Conference Session Room
Microsoft Vista and Office Accounting Pro 2008. A Microsoft update on new Microsoft operating systems.

Allen Goldberg, Senior Projects Manager and National Trainer, Microsoft Corporation, Edmond, OK

Windows® Vista™, Microsoft® Office Pro 2008 and other Microsoft accounting and business solutions will be covered in this session for CPAs and their clients.

Session 3 11-11:50 am - 2nd floor LAX Hilton Conference Session Room
Portal Technology: What CPAs should know about off-site technology. How to run their office and serve their clients better.

Jack LaRue, Senior Vice President, Professional Software & Services, Thomson Tax & Accounting, Dexter, MI

Portal technology accounting services is a standard in CPA office practices as well as the accounting function in corporations. CPAs and their clients should know the advantages of off-site technology. What programs are available. How updates are made. Portal passwords and security.

Cash lunch service in the exhibits from 11 am to 2 pm – Plaza level, lower level of the LAX Hilton. Exclusive show viewing time 12 - 1:20 pm.

General Session (2 CPE Credits)

Session 4 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
Security is the #1 Issue on the AICPA Top 10 Technologies for 2008.

David Cieslak, CPA, CITP, GSEC, Managing Partner, Arxis Technology, Inc,
Simi Valley, CA

For the sixth consecutive year, information security management is at the top of the list of AICPA’s top technology survey. David Cieslak is the Chair of the AICPA’s Information Technology Executive Committee. He will lead this definitive program on security and the threats that arrive on our doorstep from email and other unwanted communications. Hear this vital session.

Executive Briefing
for senior CPAs, managing partners and CPA technology managers.

A new feature in the 2008 CPE program
Thursday, June 12, 1:20-3 pm, 2 CPE credits.
Aligning Technology With Your Strategic Plan.

L. Gary Boomer, CPA, CITP, Boomer Consulting, Inc., Manhattan, KS

Information technology is a key to profitability and improved client services in your firm. Gary Boomer is a leading management and technology consultant and a featured contributor to Accounting Today Magazine, “Boomer’s Blueprint”.

Some of the issues that Gary will cover in this top level session are:

  • IT Strategies for today & the future

  • Leadership and management

  • Alignment

  • IT planning and budgeting

  • IT governance & personnel

  • IT personnel

  • Peer firm investments in IT

  • Training and learning

  • Accountability

This Executive Briefing can be attended with your CPE conference registration as part of the overall package.

3-4 pm  Break in the exhibits – exclusive show viewing time - Plaza level, lower level of the LAX Hilton.

General Session (1 CPE Credit)

Session 5 4-4:50 pm - 2nd floor LAX Hilton Conference Session Room
Smart Systems for CPAs and Their Clients. How to save time and money and manage your new technology.

Adrian Stern, CPA, Clumeck, Stern, Phillips & Schenkelberg, Encino, CA

Come hear about time-saving and cost-saving technologies to run offices smoother
and more productively. How to keep in contact with your clients in your office and on
the road. How to keep your clients happy and receive and send information more
productively.

Reception for Exhibitors, Thursday, June 12, 4 pm

Gregory L. LaFollette, CPA.CITP, and Executive Editor of The CPA Technology Advisor, will announce the winners of the 5th Annual Tax & Accounting Technology Innovation Awards. Plan to attend this reception; the awards presentation begins at 4:45 p.m.

Now in their fifth year, The CPA Technology Advisor’s annual Tax & Accounting Technology Innovation Awards have become a pinnacle of recognition for technology vendors serving the tax and accounting profession.

Day Two, Friday, June 13

Conference registration and coffee services 7:30-8:20 am
2nd floor Conference Complex – take stairs or elevator to ‘2’

General Session (2 CPE Credits)

Session 10 8:20-10 am - 2nd floor LAX Hilton Conference Session Room
Trends in New Entrepreneurial Economy and What It Means for
Your Practice.

Jill Ward, Vice President and General Manager, Intuit Accounting Professionals Division, Mountain View, CA
Steve Blundell, CPA, Intuit Accountant Customer Advocate, San Diego, CA

Jill Ward is one of the top executives at Intuit, a publicly traded $ one billion California-based corporation. She will be joined by Steve Blundell in covering the changing demographics of people who are starting businesses, applying technology to allow people to work in entirely new ways, the emergence of economic structures that drive new business and create new opportunity and profitability for small businesses. What does this mean to the CPA community? Tomorrow’s businesses will increasingly collaborate with big businesses and create new clients and new accounting opportunities from this emerging small business force.

Exhibits Open 10 am - 4 pm
CPE sessions will have scheduled breaks to see the exhibits in 3 halls: International, Pacific and Plaza on the lower level. Exclusive show viewing time 10-11 am.

Cash lunch service in the exhibits 11 am-2 pm
Plaza exhibits, lower level of the LAX Hilton.

Concurrent Sessions - Select one of two (1 CPE credit)

Session 11 11-11:50 am - 2nd floor LAX Hilton Conference Session Room
Tax Document Automation

Gregory L. LaFollette, CPA, CITP, Executive Editor, The CPA Technology Advisor,
Sioux Falls, SD

Technology advances now provide tax practitioners a whole new genre of products - client documents can now be scanned and then automatically organized into bookmarked PDF files saving hours of professional staff time. Additionally, some products actually identify the particular document, read the appropriate data from it, and automatically input it into tax compliance software. We’ll examine the history and development of these new products, and analyze which ones provide which level of services. We’ll also look at how they’ve performed to date, and discuss the companies behind them and their underlying technology.

Session 12: 11-11:50 am - 2nd floor LAX Hilton Conference Session Room
Client Accounting Systems: What CPAs should know to help their clients in 2008.

Ed Kless, Senior Director of Partner Development and Strategy, Sage Software

Client accounting systems are vital to the CPA profession in providing financial documentation, accounting, compliance, and Federal, State, local and SEC filing and tax preparation. This hard-hitting session will provide up-to-the-minute information on client accounting systems.

Cash lunch service in the exhibits from 11 am to 2 pm – Plaza level, lower level of the LAX Hilton. Exclusive show viewing time 12 - 1:20 pm.

Concurrent Sessions - Select one of two (2 CPE credits)

Session 13 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
Driving the Workforce Super Highway

Mark Ryburn, CPA, CITP, CCH, a Wolters Kluwer business, Riverwoods, IL

The Internet is changing the way CPAs and accountants do business. The flow of information, financial record keeping, accounting services and tax filing has quickened the pace of the CPA profession. Mark Ryburn of CCH, a Wolters Kluwer business will bring you up to date on some new tactics to smooth the workforce super highway.

Session 14 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
Putting Intuit QuickBooks to work. A QuickBooks Update.

Joe Woodard, Certified QuickBooks Pro Advisor, President of Creative Financial Software, Woodstock, GA, Intuit Accountant Services Group, Mountain View, CA

A QuickBooks update. Putting QuickBooks to work within your practice and your client operations. New strategies and tactics to speed up QuickBooks operations with your clients.

CPE program concludes at 3 pm. Show concludes at 4 pm.

Flagg Management Inc is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint and refund, please contact Flagg Management at 212-286-0333 or online at flaggmgmt@msn.com.

Program and Speakers subject to change.

Flagg Management, Inc - 353 Lexington Ave, New York, NY 10016 - Tel. (212) 286-0333  Fax (212) 286-0086 - flaggmgmt@msn.com