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

"Facing the Future Together"

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

 

   7:45-8:30

Registration - Assemble for Opening Session

 

   8:30-9:20

OPENING SESSION

  Welcome

  National Anthem

  Introduction of Opening speaker

  “The Biggest Challenges Facing CPAs

   Today”

 

Louis Ockunzzi (AGA, President)

Ayesha Douglas

Cathy Furr (ASMC, Past President)

 

Clarke Price, CEO, Ohio Society of CPAs

    9:20-9:30

BREAK – Assemble for next session

 

    9:30-10:20

SESSION I

          “Financial Trends – Common Issues Facing Today CFO’s”

          “Making Sense of Retirement”

 

Carol Bailey & Ian Wollman, Deloitte

 

Scott Tuchek, EdwardJones

   10:20-10:30

BREAK – Assemble for next session

 

   10:30-11:20

SESSION II

          “Ethics”

          “Public Corruption”

 

Robert Bilbrey & Leon Krushunski, Booz, Allen & Hamilton

Todd Weitzel, IRS

   11:20-11:30

Assemble for Lunch

 

   11:30-1:20

LUNCH

Intro

"CPA Exam Updates”

 

Louis Ockunzzi

Steve A. Martin, MDS CPA Review

    1:20-1:30

BREAK -  Assemble for next session

 

    1:30-2:20

SESSION III

          “Financial Reform One Year Later: A Look Ahead”

          “Foreclosed Home Mortgages”

 

Kevin Jaques, Professor Baldwin-Wallace

 

Jim Rokakis, Cuyahoga County Treasurer

    2:20-2:30

BREAK – Assemble for next session

 

    2:30-3:20

SESSION IV

          “How to Receive a Clean Audit Opinion”

          “Why become a CPA”

 

Larry Sivic & Karen McLaughlin, NASA

Joel Greenberg, Becker CPA Review

    3:20-3:30

Assemble for Closing Session

 

    3:30-4:20

CLOSING SESSION

Intro

“Struggles of Local (NEO) Economy”

 

Cathy Furr

Congressman Tim Ryan

    4:20-3:30

Closing Remarks (incl. Scholarship Awards)

Louis Ockunzzi & Cathy Furr