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7:45-8:30
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Registration - Assemble
for Opening Session
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8:30-9:20
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OPENING SESSION
Welcome
National Anthem
Introduction of Opening speaker
“The Biggest Challenges Facing CPAs
Today”
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Louis Ockunzzi
(AGA, President)
Ayesha Douglas
Cathy Furr
(ASMC, Past President)
Clarke Price, CEO, Ohio
Society of CPAs
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9:20-9:30
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BREAK – Assemble for next
session
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9:30-10:20
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SESSION I
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“Financial Trends – Common Issues Facing Today CFO’s”
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“Making Sense of Retirement”
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Carol Bailey & Ian Wollman, Deloitte
Scott Tuchek,
EdwardJones
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10:20-10:30
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BREAK – Assemble for next
session
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10:30-11:20
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SESSION II
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“Ethics”
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“Public Corruption”
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Robert Bilbrey & Leon Krushunski, Booz, Allen & Hamilton
Todd Weitzel, IRS
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11:20-11:30
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Assemble for Lunch
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11:30-1:20
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LUNCH
Intro
"CPA Exam Updates”
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Louis Ockunzzi
Steve A. Martin, MDS CPA
Review
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1:20-1:30
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BREAK - Assemble for next session
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1:30-2:20
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SESSION III
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“Financial Reform One Year Later: A Look Ahead”
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“Foreclosed Home Mortgages”
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Kevin Jaques,
Professor Baldwin-Wallace
Jim Rokakis,
Cuyahoga County Treasurer
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2:20-2:30
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BREAK – Assemble for next
session
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2:30-3:20
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SESSION IV
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“How to Receive a Clean Audit Opinion”
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“Why become a CPA”
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Larry Sivic & Karen
McLaughlin, NASA
Joel Greenberg, Becker CPA
Review
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3:20-3:30
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Assemble for Closing
Session
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3:30-4:20
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CLOSING SESSION
Intro
“Struggles of Local (NEO)
Economy”
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Cathy Furr
Congressman Tim Ryan
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4:20-3:30
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Closing Remarks (incl. Scholarship
Awards)
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Louis Ockunzzi
& Cathy Furr
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