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Training Seminars
Please continue to check back for 2008-2009 Updates
The calendar of seminars for the 2007-2008 year is listed below along with details on each seminar.
A summary of past seminars appears at the bottom of this page.
The guidelines for our seminars are:
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DATE
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TOPIC
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SPEAKER
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| Wednesday, November 28, 2007 | Session 1: 9 am - 12 pm, Mr. Excel -- Power Excel (includes book) Session 2: 1:00 pm-4:00 pm, Mr. Excel -- Excel For Auditors (includes book)
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Bill Jelen, Mr. Excel |
| Thursday, November 29, 2007 |
Session 3: 9 am - 12 pm, Mr. Excel -- VBA Macros Hands on Learning! (includes book) |
Bill Jelen, Mr. Excel |
| Tuesday, December 4, 2007 |
Tax Update -- 2007 Tax Update by Deloitte & Touche LLP 8 am - 12 pm |
Joe Feider Bryan Miller Dena Shipton |
| Tuesday, December 11, 2007 |
Ethics Course 5:30 - 7:30 PM |
Dr. Teri Whilden Dr. Bill Russell
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| Thursday, December 20, 2007 |
GAAP Update 8 am - 12 pm |
Bethe Druffel Angella Eckert James P. Schroath |
Thursday, December 20, 2007 |
Ethics Course
1 pm - 3 pm |
KPMG Professional |
RSVP to Boisechapter@theima.org.
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Date: Wednesday, November 28, 2007 Session 1: 9 am - 12 pm, Mr. Excel -- Power Excel (includes book) Session 2: 1:00 pm-4:00 pm, Mr. Excel -- Excel For Auditors (includes book) Location: Boise Plaza, 1111 W Jefferson (Formerly Boise Cascade) 1 Session (3 hrs) $65 Members, $100 Non-members Both Sessions (6 hrs) $110 Members, $170 Non-Members Co-sponsored with Boise Chapter Institute of Internal Auditors RSVP and pay in Advance at the IIA website by Nov 18th:
Speaker: Bill Jelen is the host of MrExcel.com and the author of eighteen books on Microsoft Excel including Special Edition Using Excel 2007, Pivot Table Data Crunching, VBA & Macros for Microsoft Excel, Excel for Marketing Managers and Guerilla Data Analysis Using Microsoft Excel. He has made over 60 guest appearances on TV’s Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. His daily video podcast Learn Excel from MrExcel is a top 50 tech video podcast on iTunes. Bill will entertain you while showing you the powerful tricks in Excel. Before founding MrExcel.com in 1998, Jelen spent twelve years “in the trenches”, as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly held company. Since then, his company automates Excel reports for hundreds of clients around the world. The website answers over 30,000 questions a year – for free – for readers all over the world. Jelen joins us from Akron, Ohio. Learning Objectives: Session 1: Learn advanced tools in Excel. Session 2: Learn the most powerful Microsoft Excel features that can be used to sort through data to produce meaningful auditing analyses. Prerequisites: None Program Level: Advanced Program Content: Session 1: You use Excel 40 hours a week, but do you really know how to unleash the power of Excel? Learn cool secrets and tricks lurking on the Data menu. Learn the ins and outs of Pivot Tables (from the guy who wrote the book on pivot tables!). Create slick charts in a single button click. Add thousands of subtotals in seconds. Don’t be tortured by bad data any longer. Get a copy of Jelen’s latest book, Learn Excel from MrExcel, which is comprised of 277 questions and solutions posed to him during this seminar. Jelen loves new questions and will incorporate them in the seminar. Send your Excel questions in advance via e-mail (bill@MrExcel.com) or bring them to the seminar. Jelen promises, “If you use Excel 40 hours per week, you will save 100 hours each year by attending this seminar”. Session 2: Learn more tricks for Excel useful in performing audits. Learn several ways to find duplicates or a unique list of values. Create stratifications, look for outliers, and pull random samples. Create charts that don’t look like they are native to Excel. You will walk through more detailed case studies where you will need to combine several Excel techniques in order to create a solution. Bring a laptop to follow along. Participants will receive Excel for Auditors, a 207 page book that covers both Excel 2003 and Excel 2007. Advance Preparation: None Instructional delivery method: Group/Live Recommended CPE Credits: Session 1: 3 hours Session 2: 3 hours Field of Study: Specialized Knowledge RSVP and pay in Advance at the IIA website by Nov 18th: Click for a list of topics from the seminar Click to go to Mr. Excel's site
Date: Thursday, November 29, 2007 Session 3: 9 am - 12 pm, Mr. Excel -- VBA Macros Hands on Learning! (includes book) Location: Boise Plaza, 1111 W Jefferson (Formerly Boise Cascade) 1 Session (3 hrs) $65 Members, $100 Non-members Co-sponsored with Boise Chapter Institute of Internal Auditors RSVP and pay in Advance at the IIA website by Nov 18th: Speaker: Bill Jelen is the host of MrExcel.com and the author of eighteen books on Microsoft Excel including Special Edition Using Excel 2007, Pivot Table Data Crunching, VBA & Macros for Microsoft Excel, Excel for Marketing Managers and Guerilla Data Analysis Using Microsoft Excel. He has made over 60 guest appearances on TV’s Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. His daily video podcast Learn Excel from MrExcel is a top 50 tech video podcast on iTunes. Bill will entertain you while showing you the powerful tricks in Excel. Before founding MrExcel.com in 1998, Jelen spent twelve years “in the trenches”, as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly held company. Since then, his company automates Excel reports for hundreds of clients around the world. The website answers over 30,000 questions a year – for free – for readers all over the world. Jelen joins us from Akron, Ohio. Learning Objectives: In a hands-on setting, learn to use the Excel macro recorder and understand the VBA code behind it. Prerequisites: None Program Level: Advanced Program Content: There is only one problem with the Excel macro recorder: It does not work! Have you ever tried to record a macro, only to find that it does not work with every data set? Spend the morning with MrExcel to learn the ins and outs of the Excel macro recorder. Learn when to use relative recording. Then, dive into the VBA editor to understand the syntax of the recorded code. Learn how to add loops in order to perform the same task on many rows of data. Participants will receive VBA & Macros for Microsoft Excel, a 480 page book with over 100 downloadable sample macros to get you started. Advance Preparation: None Instructional delivery method: Group/Live Recommended CPE Credits: 3 hours Field of Study: Specialized Knowledge RSVP and pay in Advance at the IIA website by Nov 18th: Click for a list of topics from the seminar Click to go to Mr. Excel's site
Date: Tuesday, December 4, 2007 8 am - 12 pm Subject: Tax Update $65 Members, $100 Non-Members Location: Red Lion Downtowner, 1800 Fairview RSVP to Lynne Funke by November 29th: Boisechapter@theima.org
Speaker: Joe Feider Manager, Deloitte Tax LLP Joe is a Lead Tax Services manager in Deloitte’s Boise office with more than nine years of experience in public accounting. He has significant experience in flow-through entity taxation and individual taxation. Joe’s clients served include Micron and several large private companies. Speaker: Bryan Miller Manager, Deloitte Tax LLP Bryan is a Lead Tax Services manager in Deloitte’s Boise office with more than five years of experience in public accounting. He has significant experience in C-corporation and flow-through entity taxation as well as FAS 109 accounting for income taxes. Bryan’s clients served include SUPERVALU, Albertsons LLC, and IDACORP. Speaker: Dena Shipton Senior Manager, Deloitte Tax LLP Dena is a Lead Tax Services senior manager in Deloitte’s Boise office with more than seven years of experience in public accounting. She has significant experience in Corporation taxation and FAS 109 accounting for income taxes. Dena’s clients served include NightHawk Radiology Holdings, Inc, Washington Group International, Inc and several large private corporations. Learning Objectives: Dena and Tricia will be presenting the latest information for tax law changes regarding the upcoming 2007 tax season. Prerequisites: None Program Level: Intermediate/Advanced Program Content: Updates to tax laws, rulings, and pronouncements and their impact on Subchapter C and S Corporations, Partnerships, & Individuals. Advance Preparation: None Instructional delivery method: Group/Live Recommended CPE Credits: 4 hours Field of Study: Professional Development
Date: Tuesday, December 11, 2007 5:30 pm—7:30 pm Subject: Ethics Training $30 Members, $45 Non-Members Location: Harder Lecture Hall, NNU Campus, Nampa This class meets the CPE Ethics Requirement: The Institute of Management Accountants requires ALL Certified Management Accountants and Certified Financial Managers to have 2 hours of ethics related CPE as part of the annual 30 hour requirement. Speakers: Dr. Teri Whilden, Professor of Business Law, Northwest Nazarene University School of Business Dr. Bill Russell, Associate Dean and Professor of Business Law, Northwest Nazarene University School of Business Learning Objectives: This session will give you a chance to experience and understand the nature and reality of the ethical that lies beyond the Code of Ethics. Prerequisites: None Program Level: Basic Program Content: This session will look behind the IMA Code of Ethics to examine the traditional underlying principles that lead to the professional standards for ethical behavior in the accounting field. Topics to be covered include the traditional ways in which ethical decisions are made (these reach back to the ancient Greek philosophers but are still vibrant and applicable today), the standard categories of ethical dilemmas encountered in business (as compiled by the BYU School of Business), the challenges inherent to facing ethical dilemmas (will you pay a price to be ethical), and case studies. Some specific flavors of ethical challenge will be considered, including truth-telling, conflicts of interest, and others. This session will give you a chance to experience and understand the nature and reality of the ethical that lies beyond the Code of Ethics. Expect to get involved: this will be a highly Socratic adventure and the instructors will ask that you not sit quietly and listen! Advance Preparation: None Instructional delivery method: Group/Live Recommended CPE Credits: 2 Hours Ethics Field of Study: Professional Development
Date: Thursday December 20, 2007 8 am - 12 pm Subject: GAAP Update $65 Members, $100 Non-Members (Lunch Included) With Ethics Course: (Below) $105 Members, $160 Non-Members Location: Red Lion Downtowner 1800 Fairview Please RSVP to boisechapter@theima.org by Monday December 17th
Speaker: Bethe Druffel - Senior Manager Beth serves as the audit manager on both publicly traded corporations and private companies in the manufacturing and technology industries. She has completed audit work related to three IPO’s, a large merger, and a large asset sale as well as several first time through audits of new clients. Beth has researched a number of complex accounting issues and has assisted a Fortune 500 company with the implementation of Sarbanes-Oxley. Beth has been an instructor for KPMG for training at a national level. Speaker: Angella Eckert - Senior Manager, Angella has worked on audit and management consulting engagements in a variety of industries including forest products, financial services, technology, governmental, manufacturing, not-for-profit organizations and retail. In addition, she has successfully performed first-time through audits on clients in both the Pacific Northwest and Bermuda and has worked with accounting principles generally accepted in the US, UK and Bermuda/Canada. Angella assisted the 404 project team of a forest products client with the planning and preparation of their 404 processes, including technical control knowledge and overall support. In addition, she has performed process and control work with a major bank in Bermuda in preparation of their annual SAS 70 report. Speaker: James P. Schroath - Audit Manager, Jim serves as the audit manager on both publicly traded corporations and private companies in the mining and agriculture industries. He has experience working on fortune 500 technology clients and has successfully performed first-time through audits on clients in both Boise and Silicon Valley. Jim has performed integrated audits on publicly traded companies including Sarbanes Oxley 404 Internal Controls Over Financial Reporting. He has performed process control test work as a consultant for a Fortune 500 company. In addition, he has researched a number of complex accounting issues. Learning Objectives: Obtain an update on new 2007 changes to GAAP and emerging issues Prerequisites: None Program Level: Update Program Content: Members of the local KPMG office will provide an update on new FASB, AICPA and PCAOB pronouncements, exposure drafts, discussion memoranda, and staff positions. Practical guidance and implementation tips will help keep your business in compliance with the latest GAAP pronouncements. Advance Preparation: None Instructional Method: Group/Live Recommended CPE Hours: 4 hours Field of Study: Accounting and Auditing Target Audience: Management and industry accountants needing information on the latest changes in GAAP
Date: Thursday December 20, 2007 1:00 PM –3:00 PM Subject: Ethics Training $30 Members, $45 Non-Members Location: Red Lion Downtowner 1800 Fairview Please RSVP to boisechapter@theima.org by Monday December 17th This class meets the CPE Ethics Requirement: The Institute of Management Accountants requires ALL Certified Management Accountants and Certified Financial Managers to have 2 hours of ethics related CPE as part of the annual 30 hour requirement. Speaker: KPMG Professional (name to be confirmed) Learning Objectives: Learn about the ethical decision-making through scenario-based live training. Prerequisites: None Program Level: Basic Program Content: This live presentation will cover a process for ethical decision-making through analysis and discussion of various scenarios relevant to accounting professionals. Advance Preparation: None Instructional delivery method: Group/Live Recommended CPE Credits: 2 hours ethics Field of Study: Behavioral Ethics Target Audience: Management & industry accountants seeking to enhance their ethical decision-making tools. |
History of Past Seminars
Past IMA seminars are listed below. (Included are the company names with addresses and phone numbers in case someone wants to do business with them or confirm information about the presentation):Name of Presentation |
Presented by |
Summary |
Mr. Excel October 24, 2006 |
Bill Jelen, Mr. Excel |
Learn advanced tools in Excel. Learn how to use the Macro recorder in Excel and understand the VBA behind the macro. |
No Guts, No Gain November 9, 2006 |
James Stephens |
Participants learned techniques for avoiding procrastination and its underlying causes. One of the lessons in this class was: actions precede – and determine – feelings! |
Tax Update 2006 December 1, 2006 8am to 12pm |
Deloitte & Touche Dena Shipton Tricia Buter |
Update on the current year changes in the tax laws. |
GAAP Update December 19, 2006 |
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Update on generally accepted accounting principles. |
Tax Update 2005 December 8, 2005 |
Deloitte & Touche LLP 101 S. Capital Blvd Boise, Idaho 83702 (208) 342-9361 |
Update on the current year changes in the tax laws. |
GAAP Update November 10, 2005 |
Travis Jensen, Jim Harper, Beth Druffel (KPMG) | Update on generally accepted accounting principles. |
Leading Change October 13, 2005 |
Bryan Yager | Participants will learn to understand the nature of change, understand their personal reactions to change, understand and recognize others’ reaction to change, assist others and to lead people through change successfully, develop and deliver effective communications regarding the change, help people stay focused during times of organizational change. |
Excel - Advanced Tools & Techniques September 8, 2005 |
Horizon Learning Center, Boise |
Advanced tools and techniques for Microsoft Excel. Participants automated some common Excel tasks, applied advanced analysis techniques to more complex data sets, collaborated on worksheets with others, and shared Excel data with other applications. |
Tax Update 2004 December 9, 2004 |
Deloitte & Touche LLP 101 S. Capital Blvd Boise, Idaho 83702 (208) 342-9361 |
Update on the current year changes in the tax laws. |
Personal Financial Planning November 11, 2004 |
Tom Killingsworth A.G. Edwards & Sons 290 Bobwhite Court Boise, Idaho 83707 (208) 345-8770 |
Year End Habits for Tax Savings All Weather Strategies for Stock Investing Managing a Concentrated Equity Position Investing in Bonds for Income and Diversification |
How To Right-Size your Management Accounting Practices October 14, 2004 |
Kip Krumwiede |
With so many new management tools out there, which ones should organizations use to compete in today's world? Participants answer this question for their own firms and learn ways to get the most out of limited resources. Various organizational, information system, and management accounting practices and what scenarios they are most appropriate (including strategic, environmental, and industry scenarios) are discussed. |
| Conflict Resolution September 9, 2004 |
Kandy Weaver |
Determined the sources of conflict, identified when conflict is constructive or destructive, highlighted different styles of handling conflict, identified self-interests, versus issues in resolving conflict, covered the four steps of group development, explored the emotion of "anger" and its impact, looked at ways to avoid defensiveness, and identied the impact of the organizational climate. |
Tax Update 2003 December 11, 2003 |
Deloitte & Touche LLP 101 S. Capital Blvd Boise, Idaho 83702 (208) 342-9361 |
Update on the current year changes in the tax laws. |
| Time Mastery Workshop November 6, 2003 |
Bryan Yager The Bryan Yager Group 2136 S. Trapper Cove Ave. Boise, Idaho 83709 (208) 376-1701 |
The core of this workshop is built around a time-management instrument called the Time Mastery Profileâ. This profile was designed by two internationally acclaimed experts on time management, Dr. Merrill Douglass and Cr. Larry Baker. This profile, combined with Bryan Yager's expertise and passion for the subject, will make a difference for you and your life. |
Quality Financial Reporting October 9, 2003 |
Paul Bahnson BSU Professor |
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| Idaho State Taxation September 11, 2003 |
John McGown Hawley Troxell |
Overview of the Idaho state income tax system, practice before the Idaho State Tax Commission, case studies and internet taxation. |
| Tax Law Update 2002 December 11, 2002 |
Deloitte & Touche LLP 101 S. Capital Blvd Boise, Idaho 83702 (208) 342-9361 |
Update on the current year changes in the tax laws. |
Personal (DISC) Profiling September 12, 2002 |
Bryan Yager | The DISC Profile is an amazing tool that helps us to understand ourselves and others around us more clearly for maximizing production and improving efficiencies amongst team members. |
Change Management October 10, 2002 |
Kandy Weaver 4HR Guiding Success 3355 N. Five Mile Rd. #290 Boise, Idaho 83713-3925 (208) 672-9339 |
Learning to effectively manage change in the corporate world. |
Financial Planning
November 14, 2002 |
Tom Killingsworth A.G. Edwards & Sons 290 Bobwhite Court Boise, Idaho 83707 (208) 345-8770 |
Financial planning strategies for your personal portfolio. |
Tax Law Update 2001 December 12, 2002 |
Deloitte & Touche LLP 101 S. Capital Blvd Boise, Idaho 83702 (208) 342-9361 |
Update on the current year changes in the tax laws. |
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