AGA Cleveland Chapter, PO Box 99834, Cleveland, OH 44199 • Copyright 2011

Session I

Welcome and Introduction

Welcome
Louis Ockunzzi, AGA Cleveland Chapter President

Opening Remarks

 Introduction of Opening Speaker
Cathy Furr, ASMC, Past President

"Professional Issues"
Speaker, Clarke Price, OSCPA CEO

Challenges related to CPA's today in finding jobs, attaining the CPA certification and how the future of CPA's looks.
 


Session I -  A  "Financial Trends - Common Issues Facing"
 Speakers, Carol Bailey, Ian Wollman - Deloitte

Top topics on Finance executives’ minds. What about finance transformation? Find out in this session.

Session I - B  "Making Sense of Retirement"
Speaker, Scott Tuchek , Edward Jones
 
Do you know your financial needs? Why should you know them? Learn the key steps to financial success.


Session II - A  "Ethics"
Speakers, Robert Bilbrey and Leon Krushinski - Booz Allen

Ethics in the workplace is something which is to be taken seriously. This presentation will talk about ethics areas, what you can do to help your company, and what a company’s employees can do to remain out of the news.


Session II - B  Public Corruption     Handout One Handout Two
Speaker, Todd Weitzel , Special Agent, IRS Criminal Investigation, Cincinnati Field Office speaker name , speaker company

What is public corruption, what does it entail, and why the IRS cares.



Introduction of Luncheon Speaker
Louis Ockunzzi, AGA Cleveland Chapter President

Luncheon Speaker

Topic: "CPA Exam-Updates"
Steve A. Martin, JD, MBA, CPA , Attorney-at-Law

Topic will cover the CPA exam including what has changed and what to do to prepare for the exam. 

 

Session III - A  "Financial Reform One Year Later: A look Forward"  
Speaker, Professor Kevin Jacques , Professor Baldwin-Wallace

It has been a year since the most recent financial reforms. What we can expect in the coming days or even years as we take a look at the path we’ve been on and that lies ahead.


Session III - B  " Foreclosed Home Mortgages" 
 Speaker, Jim Rokakis , Former Cuyahoga County Treasurer

Discussion of the current markets of homes residing in Cuyahoga County. This presentation will discuss the past, current and future of the mortgages.

 

Session IV - A  "Moving Towards a Clean Audit Opinion"  
 Speakers, Larry Sivic and Karen McLaughlin NASA Glenn Research Center

Everything you ever needed to know about the steps to obtain a clean audit opinion. This presentation will discuss areas of potential problems and issues you will experience while being audited.

Session IV - B   " Why Become a CPA" 
 Speaker, Joel Greenberg, CPA, MA Becker, CPA Review,
Becker Professional Review Benefits that come with a CPA certification, personal experiences, and how Becker can help you successfully become a CPA.


 

Introduction of Closing Speaker
 Cathy Furr, ASMC Past President

"Struggles of Local Economy"
Speaker, Congressman Tim Ryan
All you ever needed to know about the North East Ohio Economy from a district located just south of Cleveland, Ohio. Topics will include the economy, housing, market potential and what will need to be done to get the economy through the struggles it is currently experiencing.

Presentation of Scholarship Award
 Louis Ockunzzi , AGA President & Cathy Furr, ASMC Past President
Session II

Luncheon

Session III
Session IV

"Facing the Future Together"

April 20, 2011 | Hilton Garden Inn |  Cleveland, Ohio |  8 CPEs

Closing Session