Sunday, February 13, 2011
12:15 pm–1:30 pm
Welcome Lunch
1:30 pm –2:30 pm
Demography, Economy and Society
Social Environment of Business — 1.0 CH
This session will explore the impact of demography on
economic growth and will include examples from the past as
well as a look to the future.
JAY MCINTOSH, President, Consumer Foresight, LLC
Jay McIntosh is Chairman of the Board of the World Future
Society, an adjunct faculty member at DePaul University,
and a writer and speaker on issues related to foresight and
the consumer of the future. From 2008–2010 Jay was a
professor at the University of Notre Dame where he codeveloped and taught a course on foresight. Prior to joining
the Notre Dame faculty, Jay was Americas Director of
Consumer Products for a Big Four accounting firm where he
was responsible for the group's strategy, quality initiatives,
thought leadership and for developing and overseeing
relationships with many of the largest and best-known retail
and consumer products companies in America.
Presentation: Demography and Economics
2:30 pm –3:30 pm
Accounting for the Future: The Impact of Technology on
Professors and their Students
Personal Development — 1.0 CH
Take a quick trip around the world to see how technology is
impacting the way we live, work, and play. Return to the
United States to see how one suite of technologies – social
media – is impacting higher education. Learn some new
techniques to engage your students in and out of the
classroom.
ALLEN KUPETZ, Executive in Residence, Rollins College
Crummer Graduate School of Business
Allen H. Kupetz is a recognized thought leader on the
present and future impact of technology on individuals and
corporations. Allen is the author of several articles on the
use of social media in the classroom and the book The
Future of Less – What the Wireless, Paperless, and
Cashless Revolutions Mean to You.
Presentation: Technology Trends Impacting Professors
3:30 pm –4:00 pm
Break
4:00 pm –5:00 pm
The Myth of Time Management
Personal Development — 1.0 CH
"Time is free, but it's priceless. You can't own it, but you can
use it. You can't keep it, but you can spend it. Once you've
lost it you can never get it back." Harvey MacKay.
As we attempt to find balance between life and work; finding
the time to achieve our most important goals, we must
recognize that we cannot manage time, but we can manage
our priorities. Participants will learn the importance of
focusing on their most important goals and eliminating the
unimportant activities, the "so-called" whirlwind that keeps us
from achieving our highest priorities.
GARY MCGUEY, Franklin Covey
Gary McGuey is passionate about helping organizations
build a principle-centered work environment that can help
people improve their professional and personal lives. He has
been successful in helping clients develop a principlecentered work environment. He is confident in sharing the
principles that empower people to govern themselves more
harmoniously. A former educator and athletic director, Gary
has spent the past decade traveling to all 50 states, as well
as internationally. Gary is the co-author of The Inspirational
Teacher, dealing with the power of building relationships with
your students.
5:30 pm –7:00 pm
Reception
Monday, February 14, 2011
7:00 am–8:15 am
Breakfast
8:30 am–9:00 am
The Pathways Project
Business Management and Organization — 0.5 CH
The Pathways Commission (pathwayscommission.org) was
formed by the American Accounting Association (AAA) and
American Institute of CPAs (AICPA) to study the possible
future structure of higher education for the accounting
profession. This session will provide an overview of the
commission's activities to date and its future plans.
BRUCE BEHN, Chair, Pathways Commission
Bruce K. Behn, PhD, CPA is the Ergen Professor of
Business and CBER faculty fellow at The University of
Tennessee (UT). He joined the faculty in 1994 after
completing his doctorate at Arizona State University. Dr.
Behn has a MBA from Arizona State University and a
bachelor's degree from the University of Wisconsin-Madison.
He is a past Vice-President of the American Accounting
Association (AAA), past President of the International
Accounting Section (AAA) and the Federation of Schools of
Accountancy (FSA). Dr. Behn has also been the recipient of
a number of teaching awards including the AAA's Innovation
in Accounting Education award, UT's Alumni Outstanding
Teaching award, and the Tennessee Society of CPAs
Outstanding Educator of the Year.
9:00 am–10:30 am
The Future of Outsourcing
Management Advisory Services — 1.5 CH
Outsourcing continues to play an important role in achieving
efficiency, improving performance, lowering costs and
building in the flexibility that companies need in order to
meet changing market demands. EquaTerra's CEO, Mark
Toon, will highlight the latest trends and key developments in
the outsourcing industry and their impact on the
marketplace. Key highlights will include:
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Top 2011 Sourcing Trends and Predictions
Business and IT Services Market Demand Trends by
Sector and Service Delivery Model
The Impact of Cloud Computing
Contract Value and Deal Scope Trends
Service Provider Pipeline Trends
MARK TOON, President, and Chief Executive Officer,
EquaTerra
Mark Toon is Co-Founder, President, and Chief Executive
Officer of EquaTerra, an advisory firm assisting the world's
leading organizations in supporting their companies with
process transformation, outsourcing, and shared services.
Mark also is the Chairman of World 50, an executive
networking company, with over 400 Global 1000 clients.
World 50 provides select senior executives peer
memberships for sharing insights on critical strategic &
leadership issues. An industry pioneer and thought leader,
Mark has advised global corporations on critical strategic
issues in areas of leadership, globalization, outsourcing,
shared services development, SG&A cost reduction/value
improvement.
Presentation: The Future of Outsourcing
10:15 am–10:30 am Break
10:30 am–12:00 pm Perspectives on Outsourcing in Public Accounting
The Future of Outsourcing
Business Management and Organization — 1.5 CH
Moderator: Gary McGill, Director, Associate Dean, University
of Florida
Panelists:
Jim Brady, CEO, AERS India, Deloitte & Touche Overseas
LLC
Gary Birkenbeuel, Partner, EY Americas Financial
Accounting Advisory Services
Dan Rahill, Partner-in-Charge, Tax, KPMG Chicago
David Sharpe, Partner, PricewaterhouseCoopers
Hear what a panel of Big 4 has to say about the impact of
outsourcing on the public accounting profession. Each
panelist will discuss how his firm is approaching outsourcing
of professional services, followed by a time for Q&A.
JIM BRADY, CEO, AERS India, Deloitte & Touche Overseas
LLC
Jim is the Chief Executive Officer of Deloitte & Touche AERS
India Private Limited, and has been in this role since January
2008. Jim and his family moved to Hyderabad, India in
September 2009 when he assumed leadership responsibility
for the One Deloitte India ERS practice. Jim has more than
28 years of business and leadership experience, which has
included a number of functional and marketplace leadership
roles including: Central Atlantic AERS Regional Managing
Partner, Southeast AERS Regional Managing Partner, and
U.S. AERS Talent Leader. He is a member of the AERS
Senior Leadership Team and serves on the Board of
Directors of Deloitte & Touche LLP. Jim's career has
encompassed several deployments in the northeast, South
Florida, Winston-Salem, North Carolina, St. Petersburg and
Moscow, Russia, Washington D.C., Atlanta, and now
Hyderabad, India. Jim has his B.S., B.A. from Bryant College
and is a Certified Public Accountant (CPA).
GARY BIRKENBEUEL, Partner, EY Americas Financial
Accounting Advisory Services
Gary is the EY Americas Financial Accounting Advisory
Services Leader. Based in EY's Los Angeles office for most
of his 30 years with the firm, he has served in several
leadership roles. He has extensive advisory experience in
the sports entertainment industry, handling clients such as
the Los Angeles Dodgers, the Sacramento Kings, and due
diligence for the San Diego Padres. His client list includes
numerous companies in the technology and entertainment
industries. A graduate of Claremont McKenna College, Gary
has also been active in several community organizations.
DAN RAHILL, Partner-in-Charge, Tax, KPMG Chicago
Dan has been the Partner-in-Charge, Tax for KPMG's
Chicago Metro Business Unit for the past nine years. In that
role, he was responsible for the Chicago and Milwaukee Tax
practice operations, including financial performance,
employee satisfaction, tax quality and client satisfaction.
During his 26 years with KPMG, he has worked with many
multinational corporations and has had extensive experience
in tax structuring, negotiation, transaction management,
mergers, acquisitions, and divestitures. Dan also contributes
his time to numerous not-for-profit organizations.
Additionally, he sits on the Advisory Boards of both the
University of Illinois MST Program and the University of
Notre Dame Department of Accountancy. He holds a JD and
LLM from DePaul University and a BBA from the University
of Notre Dame and was named Notre Dame Accountancy
Alumnus of the year in 2008. Dan also serves as the
Secretary of the Illinois CPA Society and was recently
elected Treasurer effective April 1, 2011. He has been a
Board member of the Notre Dame Accountancy Society
since 2008.
DAVID SHARPE, Partner, PricewaterhouseCoopers
Dave is a partner based in New York Metro. With over 25
years experience, he brings a unique combination of large
SEC engagement, international and technical experience.
He has served numerous large multinational clients, both in
the U.S. and in Europe while based in Milan, Italy, as well as
private companies. Dave has also served in PwC's National
Office, where he contributed to the development of PwC's
positions and views and technical communications for the
practice and clients, and provided consultation support to
engagement teams to resolve accounting and auditing
matters. Dave served on the Board of Directors of XBRL
U.S., a not-for-profit consortium of approximately 500
companies and agencies working together to build the XBRL
standard. He obtained a B.S. in Accounting from the
University of Scranton and is currently licensed in New York,
New Jersey and Pennsylvania.
12:00 pm–1:30 pm
Lunch
Personal Development — 1.0 CH
KEVIN STOCKS, President, American Accounting
Association
Kevin D. Stocks is the KPMG Professor and Director of the
School of Accountancy in the Marriott School of
Management at Brigham Young University where he has
been on faculty for the past 27 years. Professor Stocks
teaches cost/managerial courses in both the undergraduate
and graduate programs at BYU and has received a number
of teaching awards including the 2008 Outstanding Educator
award from the Utah Association of CPAs, the 2009
Outstanding Professor Award from the Marriott School of
Management at BYU, and Beta Alpha Psi 2010 Business
Information Professional. Professor Stocks has served
extensively in professional organizations. He is currently the
President of the American Accounting Association (AAA).
1:30 pm–2:45 pm
CFO Panel Discussion (sponsored by IMA)
Accounting — Intermediate — 1.5CH
Moderator: Sandra Richtermeyer, Chair, Department of
Accountancy, Xavier University
Panelists:
Robert Bendetti, CFO, Coastal Logistics Group
David B. Burritt, Vice President, CFO, Caterpillar Inc.
(retired)
Paul Hammock, Controller, Ports America
David Leopard, VP of Business and Finance, Savannah
College of Art and Design
Kim Wallin, State Controller, Nevada
The accounting world is changing around us, and new
challenges present themselves almost daily. Learn from a
panel of CFOs about the accounting and business issues
that keep them up at night, how they are planning today for
tomorrow's challenges, and the adequacy of the preparation
of today's students.
ROBERT BENDETTI, CFO, Coastal Logistics Group
Robert E. Bendetti, Jr. is the Chief Financial Officer of the
Coastal Logistics Group (CLG). Robert is a Certified Public
Accountant and Certified Six Sigma Green Belt. He earned a
B.B.A. in Finance and an MBA in Entrepreneurship from
Kennesaw State University. Additionally, Robert earned a
Master's of Accounting and Financial Management from
DeVry University. Robert is an active member of Savannah's
Young Professionals Association, the CFO Council, the
CSCMP, the Propeller Club and the Savannah Chapter of
the IMA. He also volunteers at a local church as a "Financial
Peace University" instructor.
DAVID B. BURRITT, Vice President, CFO, (retired),
Caterpillar Inc.
David Burritt is Chief Financial Officer and Vice President of
Global Finance & Strategic Services (Retired) of Caterpillar
Inc. He served as Chief Financial Officer of Caterpillar Inc.
from 2004 to June 2010; Corporate Controller and Chief
Accounting Officer of Caterpillar from 2002 to 2004; and held
various positions of increasing responsibility for Caterpillar in
finance, tax, accounting, strategy, and international
operations from 1978 to 2002. He is a member of the Board
of Lockheed Martin (Defense: USA) and Aperam (Stainless
Steel: Luxembourg) where he serves as Audit Committee
Chairman for both companies.
PAUL HAMMOCK, Controller, Ports America
Paul Hammock, CMA is Senior Finance Manager for Ports
America, where he has financial reporting and analysis
responsibilities for twelve operating sites in the Southeast.
Prior to working at Ports America he held numerous
accounting and project management positions with
Doncasters, International Paper and Union Camp.
Paul has served as president of the Montgomery, AL chapter
of the Institute of Management Accountants, president of its
Gulf South Council and is a former national vice president of
IMA. Paul has an undergraduate from Troy State University
and an MBA from Auburn University.
DAVID LEOPARD, VP of Business and Finance, Savannah
College of Art and Design
David Leopard is the Vice President for Business and
Finance for the Savannah College of Art and Design. David
joined SCAD in November of 2006 and has served as the
College's Controller prior to his promotion. As Controller he
was responsible for the university's accounting, payroll,
purchasing and several business office functions. Prior to
joining the college staff, David served as the Woodruff Arts
Center's Vice President of Finance and Operations in Atlanta
during the expansion of the High Museum and surrounding
campus. David's background also includes extensive
experience in technology start-up organizations, franchising
and manufacturing. In 1983, David graduated from Georgia
State University with a BBA in Accounting and became a
CPA in 1984. David is active in community activities in
Savannah, serving as the Treasurer for the Savannah
Chapter of the American Red Cross and for the Savannah
Arts Academy PTSA. David is married to the former Beth
Single and they have 2 grown sons and 3 daughters.
KIM WALLIN, State Controller, Nevada
Kim Wallin, CMA, CFM, CPA is State Controller for the State
of Nevada. In September 2003, Accounting Today
recognized Wallin as one of the 100 most influential people
in accounting in the country. In September 2006 she was
named "Woman CPA of the Year" of the entire country by
the American Women's Society of CPA's. Kim is a member
of the AGA Partnership for Intergovernmental Management
and Accountability Steering Committee, a Director on the
NASC Executive Committee and member of the IMA XBRL
Committee. Kim served as Chair of the Institute of
Management Accountants in 2003-2004. She served for two
years on the Ethics Committee of the Nevada Society of
CPA's (NSCPA). Kim is President of her own Las Vegas
based accounting firm, D K Wallin, Ltd which she founded in
1984. She graduated from UNLV completing a degree in
Business Administration with a major in accounting.
2:45 pm–3:15 pm
Break
3:15 pm–4:45 pm
Plenary Session
Accounting — Overview — 1.5 CH
KPMG Chairman & CEO John Veihmeyer will address the
complex business and regulatory landscape facing business
leaders today. He will discuss the challenges and
opportunities in the profession. And he will talk about
KPMG's strategic priorities, including its plans to build a highperformance culture that enables its people to reach their full
potential.
JOHN VEIHMEYER, U.S. Chairman & CEO, KPMG
John B. Veihmeyer is Chairman and Chief Executive Officer
of KPMG LLP. John is the chair of the Board of Directors and
is a member of the Management Committee. John also
serves as the Chairman of the Americas Region, which
includes the U.S., Canada, Central and South America, and
Israel, for KPMG Cooperative International (KPMGI) and is a
member of KPMGI's Global Board and Global Executive
Team. John is a member of the Governing Board for the
Center for Audit Quality (CAQ) and previously served as a
member of Chairman Christopher Cox's SEC Advisory
Committee on Smaller Public Companies.
5:00 pm–6:30 pm
Reception
Tuesday, February 15, 2011
7:00 am–8:30 am
Breakfast
8:30 am–9:30 am
The Future of Online Learning
Specialized Knowledge and Applications — 1.0 CH
Both not-for-profit and for-profit institutions of higher learning
are facing a great storm of criticism. In the not-for-profit
sector books such as Higher Education? and The Crisis on
Campus have popularized the notion that outdated practices
in the American university system are wasting money and
failing students. For-profits have not fared better, with the
Harkins Committee pointedly criticizing the industry for low
retention and graduation rates and high student debt. In this
talk I will discuss a third way forward in higher education – a
way that is not yet built, but where key elements are already
obvious. The objective of the third way is to achieve high
retention and graduation rates for students in a broad set of
online programs, and it is achieved through a blend of the
commercial, operating and financial capabilities of the forprofit sector with the academic and student focused-ethos,
resources and brand of major public academies.
PHIL REGIER, Executive Vice President and Dean, ASU
Online
In July 2009, Phil recognized the tremendous opportunities
in improving education delivered online. Envisioning a
transformative model that focused on student achievement
and high graduation outcomes, he stepped down from his
position as executive dean at the W.P. Carey School of
Business and accepted the dean's position at ASU Online.
Phil now leads a team of professionals focused on delivering
programs that are rigorous and engaging; student services
that are quick and responsive; and graduation rates that
reflect a focus on student success, not volume. Phil had
been executive dean at W.P. Carey for five years, and held
several prior administrative appointments.
9:30 am–10:30 am
Accreditation Team Member Panel
Administrative Practice — Overview — 1.0 CH
Moderator: Bud Fennema, Chair, Florida State University
Panelists:
Jim Benjamin, Andersen Professor and Department Head,
Texas A&M University
Marc Rubin, PricewaterhouseCoopers Professor and
Department Chair, Miami University
Kevin Stocks, KPMG Professor and School of Accountancy
Director, Brigham Young University
Learn about what review teams are looking for from a panel
of experienced AACSB Accounting Peer Review Team
members
BUD FENNEMA, MODERATOR, Chair, Florida State
University
Bud Fennema is the EY Professor and Accounting
Department Chairman at Florida State University. He
teaches managerial accounting and seminars on behavioral
accounting research, and he publishes research articles in
the area of judgment and decision making. Prior to pursuing
an academic career, he worked in private companies and
public accounting with Arthur Andersen & Co. He received a
B.S. from Indiana University, an M.B.A from the University of
North Carolina, and an M.S. and Ph.D. from the University of
Illinois. He has C.P.A. and C.M.A certifications and is
licensed in the state of Florida.
JIM BENJAMIN, Andersen Professor and Department Head,
Texas A&M University
James J. Benjamin is the Andersen Professor and Head of
the Accounting Department in the Mays Business School at
Texas A&M University. He joined the faculty at Texas A&M
in 1974, and he has served as Department Head since 1982.
Dr. Benjamin received his MBA and DBA degrees from
Indiana University, and he is a Certified Public Accountant.
Dr. Benjamin previously served as the PhD Coordinator for
the Mays School and the Director of the College Honors
Program. Dr. Benjamin is the co-author of two textbooks and
he has written over 70 articles for academic and professional
journals. Dr. Benjamin has received awards for both
outstanding research and service in the Mays Business
School and he received the University Distinguished
Achievement Award for Administration from Texas A&M
University in 2004. He was also named an Outstanding
Educator by the Texas Society of CPAs in 1999 and he
received the Faculty Merit Award from the Federation of
Schools of Accountancy in 2009. He is a member of a
number of professional and academic organizations and he
has served as the Chair of the AACSB Accounting
Standards Committee, a Trustee of the Accounting
Education Foundation of the Texas Society of CPA's,
President of the Federation of Schools of Accountancy, and
Vice President of the Accounting Program Leadership
Group.
MARC RUBIN, PricewaterhouseCoopers Professor and
Department Chair, Miami University
Marc Rubin is the PricewaterhouseCoopers Professor of
Accountancy and Chair of the Department of Accountancy at
Miami University in Oxford, Ohio. He earned an
undergraduate degree in accountancy from Miami University,
a Masters in Accounting from the University of Illinois and a
PhD from the University of Texas. He also earned a CPA
certificate and practiced with one of the national professional
services firms in Chicago. Dr. Rubin's primary teaching
interest is financial accounting. He has won teaching awards
at both Miami University and the University of North
Carolina. Professor Rubin's research interests are in the
area of governmental accounting and auditing and he has
published in a number of leading journals. He has presented
papers at many conferences in North America and Europe.
Dr. Rubin is an active member of the Government and
Nonprofit Section of the American Accounting Association
serving in many capacities including President. He also is a
member of the AAA Education and Finance Committees and
recently chaired the joint AAA/AICPA Notable Contributions
Award Committee. Dr. Rubin is currently serving on the
Board of the Accounting Program Leaders Group. Dr. Rubin
has also served on three major committees of the American
Institute of Certified Public Accountants. While at Miami he
has been active in curriculum development. He has chaired
Miami University's Center for the Enhancement of Learning
and Teaching and the Undergraduate Course and
Curriculum Committee as well as the School of Business's
Core Review Committee. In addition, he has been a member
of Miami University Senate and served as Chair of its Fiscal
Priorities Committee.
10:30 am–10:45 am Break
10:45 am–11:45 am AACSB Update
Administrative Practice — Overview — 1.0 CH
The session will review progress on the review and update of
the accounting standards, recent actions of AACSB's
Accreditation Quality Committee and Accreditation
Coordinating Committee relative to immediate changes in
standards and processes, a summary of results from a
recently completed research project on "Value of AACSB
Accreditation," and a review of new initiatives and activities.
JERRY TRAPNELL, Executive Vice President and Chief
Accreditation Officer, AACSB International
Jerry Trapnell is Executive Vice President and Chief
Accreditation Officer for AACSB International. He is the
former dean of the College of Business and Behavioral
Science at Clemson University and served as the 2002-03
chair of the Board of Directors of AACSB International. Prior
to becoming Dean at Clemson, he served as director and
professor of the Clemson University School of Accountancy.
He joined the Clemson accounting program in 1986 after
serving on the faculty of the department of accounting at
Louisiana State University-Baton Rouge for 10 years.
11:45 am
Meeting Adjourns