Business Tax Credits and Incentives

Speaker:   Kevin Cox from the Tax Solutions Group with Lemaster Daniels

Learning Objectives:  2009 update on Business Tax Credit and Incentives

Prerequisites:   None

Program Level:  Basic

Program Content:  Research & Experimentation Tax Credit, Cost Segregation Studies, Manufacturing Deduction and other tax-incentives.  Some of these incentives will be directly related to the current economic situation as some of these tax benefits have been significantly modified in the past year due to the current economic environment.

Advance Preparation:  None

Instructional delivery method:  Group/Live

Recommended CPE Credits:   1 hour

Field of Study:   Tax

Lean Accounting

Speaker:  Kip Krumwiede,  Boise State University

Learning Objectives: Understand how to apply the concepts of lean manufacturing to the accounting function.

Prerequisites: None

Program Level: Basic

Program Content:  Many businesses are adopting lean principles. Unfortunately, traditional cost accounting systems do not do a good job of costing products or services when they have implemented a lean philosophy in their operations. Learn how companies are using lean accounting to better support operations--lean
or not.

Advance Preparation: None

Instructional delivery method: Group/Live

Recommended CPE Credits: 1 hour

Field of Study: Management Accounting

Time:  11:30 AM -- 1:00 PM

Date:  Tuesday, March 17, 2009

Cost:  FREE for Members and Non-members

Location:  Red Lion Downtowner, 1800 Fairview, Boise

Registration Deadline:  Friday, March 12, 2009

Please RSVP to TreasureValleyIMA@gmail.com

 "Turns out there IS such a thing as a 'free lunch'!"

Financial Management of the National Laboratory

Speaker:  Peter Smith, Pacific Northwest National Laboratory

Learning Objectives: Obtain a basic understanding of financial management of a national laboratory.

Prerequisites: None

Program Level: Basic

Program Content:  Peter Smith joins us from Richland, WA to discuss financial management of the Environmental Molecular Sciences Laboratory (EMSL) at the Pacific Northwest National Laboratory. In addition, he will explore career opportunities for finance/accounting professionals at
the two DOE national laboratories, as well as talk discuss professional organization participation and benefits, along with certifications. For more information about EMSL, please visit http://www.emsl.pnl.gov/emslweb/

Advance Preparation: None

Instructional delivery method: Group/Live

Recommended CPE Credits: 1 hour

Field of Study:  Specialized Knowledge

Time:  11:30 AM -- 1:00 PM

Date:  Friday, April 17, 2009

Cost:  FREE for Members and Non-members

Location:  Red Lion Downtowner, 1800 Fairview, Boise

Registration Deadline:  Tuesday, April 14, 2009

Please RSVP to TreasureValleyIMA@gmail.com

 "Turns out there IS such a thing as a 'free lunch'!"

IMA ETHICS -- Success Without Compromise

Overview

This course is designed to help management accountants improve their ability to

drive business performance in the areas of decision support, planning, and

internal controls. The IMA Statement of Ethical Professional Practice provides

the foundation for information presented in this course to help challenge

participants to go beyond rote memorization and apply their understanding of

ethics to a real-life situation.

Time:  3:00 PM -- 5:00 PM

Date:  Tuesday, August 18, 2009

Cost:  $50/members, $75/non-members Includes snacks/drinks

Subject:  IMA ETHICS SERIES -- Success Without Compromise 

Facilitator: Juliet Babcock-Hyde, CPA, CMA, Former chapter president and past VP of Education of Treasure Valley IMA 

Location:  Washington Group Plaza, 720 Park Blvd                
Check in at the front desk by the fountain with security

Registration Deadline:  Thursday, August 13, 2009

CPE Credits: 2 hours  

Author: Institute of Management Accountants

Prerequisites: None  

Advanced Preparation: None

Course Level: Basic

Field of Study: Behavioral Ethics

Course Delivery: Group Live

Enhancing Business Effectiveness: Interfacing Techniques and Transition Management

Speaker: Tresa E. Ball, SPHR, is the founder and President of HR Precision, Inc.—a full-service human resource consulting firm.  HR Precision assists organizations increase effectiveness and minimize risk through the utilization of customized human resource solutions. http://www.hrprecision.com/about.asp for additional speaker/company information.

Learning Objectives:

Managing Transitions:  Identify the attributes of as well as the key differences between change and transition. Understand the three phases of transition and how to effectively move through the phases. Develop ability to assess your own status regarding a change and methods to transition yourself and your workforce successfully through it.

Interfacing Techniques:  Increase awareness of positive impacts resulting from effective communication and enhance individual interaction skills.Self-assess and understand communication style and its impact on interactions with others in the workplace.Enhance listening, questioning, and feedback skills to enable improvement of professional relationships.

Prerequisites: None

Program Level: Intermediate

Program Content:  Managing Transitions: It is commonly said that “the only constant is change.”  That’s true in both our professional and personal lives.  Managing change and managing a transition is not the same.  You can announce and implement a change; however, unless the people affected accept and adapt to the change, a transition has not occurred.  Rather, the chairs have simply been shuffled, and may eventually return to their original locations.  Learn how to successfully manage transitions by assisting yourself and your workforce to move through the three key stages of transition: ending and letting go, the neutral zone, and the new beginning.

Interfacing Techniques:  Effective interfacing in the workplace is more than basic interpersonal communication.  It also includes listening, providing feedback, asking questions, familiarity with communication styles, as well as observing nonverbals and other communication clues.  Professionals in many disciplines can enhance their organizational effectiveness by improving their ability to interact with peers, subordinates, and superiors.  Learn how to enhance interfacing situations by aligning communication styles as well as developing techniques to contribute to successful professional interactions.

Advanced Preparation: None

Instructional delivery method:  Group/Live

Recommended CPE Credits:  4 hours

Field of Study:  Professional/Leadership Development / Human Resource Management

Event has been postponed until Spring 2010 -- Thank you for your interest.  If you have any questions please contact TreasureValleyIMA@gmail.com  

Cost:  $50/members, $60/non-members

Subject:  Enhancing Business Effectiveness: Interfacing Techniques and Transition Management

Location:  TownePlace Suites by Mariott                                

1415 South Eagle Road    Meridian, ID 83642

Registration Deadline:  Monday, September 7, 2009

Introduction to Continuous Improvement -- Lean Accounting

Speaker: Chris Vashro has a BA in Accounting from Boise State University.  He also holds an MBA from Northwest Nazarene University.  Chris has held the position as Controller of a small credit union. He was in the Corporate Accounting department in one of the nation’s largest grocery store chains.  Currently, he is Operations Accounting Supervisor for Simplot Growers Solutions a company of the J.R. Simplot Co.

Chris was trained in Continuous Improvement through the Gemba Research Group and the Lean Enterprise Institute.  He was the lead in a “Lean Transformation” which included 94 people and eleven departments.

Learning Objectives: Introduction to Lean concepts that were developed over 60 years by the Toyota Motor Co.  as well as practical application of these concepts in the office setting.   

Prerequisites: None

Program Level: Basic

Program Content: For almost 60 years the history of the Toyota Motor Co. is one of Continuous Improvement (C.I.).  The idea of C.I. has transformed Toyota into the leading auto maker in the world.  The recent economic times has not left Toyota untouched.   However, their ability to recover and change as the market does is one of their strengths.  What can we learn from this company?  This course will help us identify waste and the impact it could have on our bottom line.  This course will also help identify value-added processes and give you understanding on what truly is the core value stream of your job/business.  In addition, it will provide practical tools to use in your daily jobs.  Finally, we will touch on Lean Accounting and the increasing trend toward this accounting perspective.        

Advanced Preparation: None

Instruction Delivery Method: Group / Live

Recommended CPE Credits:  1 Hour

Field of Study: Management / Process Improvement / Lean Accounting

Date:        Thursday, October 8, 2009

                   4:30 PM—5:30 PM

Subject:      Introduction to Continuous Improvement – Lean Accounting     

Location:  TownePlace Suites by Mariott                                

1415 South Eagle Road    Meridian, ID 83642                                                    

Cost:         FREE!

Treasure Valley Economic Update

Speaker:  Paul Hiller

The man at the helm of the Boise Valley Economic Partnership has a long history of building strong bridges between robust communities and corporate leaders in search of a successful venue for their life’s work.

Prior to coming to Boise as executive director of BVEP, Hiller was president and CEO of the Inland Empire Economic Partnership in Riverside, California. There he managed a multi-million dollar budget while providing the leadership to successfully market the region and create over 1,500 new jobs.

While in California, Hiller’s professional experience included creating one of the most successful business attraction marketing models in the nation. A model used in Irvine, California to attract corporate headquarters, high tech, and manufacturing companies.

Paul has ten years of private sector experience with Goodyear Tire and Rubber Company at the Akron Ohio headquarters and Kaiser Aluminum and Chemical Corporation in Oakland California headquarters.  He has worked in the Corporate Planning Departments of both companies locating company facilities.

Hiller has an M.B.A., from Michigan State University and holds a B.S.B.A. in Business Administration from The University of Akron.

Learning Objectives:  Gain an understanding of the economic climate in the Treasure Valley

Prerequisites:  N/A

Program Level:  Basic

Program Content:  A presentation to learn about the status of the local economy and the prospects for new business in our area.

Advanced Preparation:  N/A

Instructional delivery method:  Group/Live

Recommended CPE Credits:  1 Hours

Field of Study:  Professional Development

Date:     Wednesday, October 14, 2009

               8am-9am

Subject:  Treasure Valley Economic Update

Location:  TownePlace Suites by Mariott                                

1415 South Eagle Road    Meridian,  ID  83642                                                                  

Cost:         FREE!

Creating Passion Driven Teams

 Speaker:  Daniel David Bobinski’s career and passion for equipping managers has spanned 20 years. He’s created a track record of achievements in Fortune 500 companies such as Qualcomm and Clear Channel Communications, as well as small and mid-sized businesses.

Learning how to train while serving in the US Navy, Dan was also an early practitioner of coaching. He was the first management coach used by Qualcomm, Inc., and one of his clients in that effort was recently named co-CEO of Motorola.

Dan’s approach synthesizes best practices in self management, work management and relationship management, and achieves significant results. For example, his clients have reported a return on investment in the millions, and have seen the grievances drop by over 60 percent.

Mr. Bobinski holds an undergraduate degree in Workforce Education and Development and a Master’s Degree in Human Resource Training and Development. Additionally, he is a certified behavioral analyst (DISC) and a certified professional values analyst (Workplace Motivators).

Learning Objectives:  Learn the truth about motivation and team building

Prerequisites: None

Program Level:  Basic, Intermediate, Advanced

Program Content: Get the inside scoop on what motivates teams to top performance. Learn from Dan Bobinski, who draws from 20 years of consulting experience, extensive studies in best practices, and the latest in neuroscience research. He’ll show you the principles and methods top managers use to develop passionate, engaged employees.

Advanced Preparation:  None

Instructional delivery method:  Group/Live

Recommended CPE Credits:  1 Hours

Field of Study:  Professional Development

Date:   Tuesday, Novermber 10, 2009  Noon

Subject:   Creating Passion Driven Teams

Location:  TownePlace Suites by Mariott, 1415 South Eagle Road Meridian, ID 83642

Cost:    $15 Members/$20 Non-members

Annual Tax Update

Speakers:  Travis Burgess and Tobin Hazen come to us from EideBailly.  Both Travis and Tobin have than 11 years public accounting experience providing clients with reviews and compilations of financial statements, income tax compliance and consulting services. They each serve a variety of client types, including closely-held businesses and their owners, family limited partnerships, small business corporations, consolidated corporations, multi-state corporations, estates, trusts, individuals and private foundations.

Learning Objectives: Travis and Tobin will present a summary of 2009 tax law changes.

Prerequisites: None

Program Level:  Intermediate / Advanced

Program Content:  Updates to tax laws, rulings, and pronouncements and their impact on filing businesses.

Advanced Preparation:  None

Instructional delivery method:  Group/Live

Recommended CPE Credits:  4 Hours

Field of Study:  Professional Development

Date:    Thursday, December 3, 2000  8 AM—Noon

Subject:    Annual Tax Update

Location:   TBD

Cost:     $65 Members/$80 Non-members

GAAP Update

Speakers:

Dara Bazzano – Dara is a partner in KPMG’s San Francisco Audit practice and has been with the firm for 9 years and a partner since 2006.  She has more than 19 years of experience serving both public and private US and multi-national clients in all aspects of assurance. In addition to her financial reporting expertise, she has had extensive experience in capital raising including capital debt, mergers and acquisitions, and filings with the Securities and Exchange Commission. She has just completed a two year rotation in the West Area with the firm’s Department of Professional Practice (DPP) in New York. Areas of expertise are SEC filing matters, revenue recognition, debt and equity accounting, restructuring and impairment matters and business combinations. Dara advises a variety of clients, primarily in the consumer products and manufacturing environment and technology industries.

Angella Eckert – 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.  Prior to joining the KPMG Boise office, Angella worked for two years in public accounting in Bermuda specializing in the investment banking and financial services industry.  Angella has provided professional audit services to several large companies in accordance with PCAOB requirements and U.S. GAAP.  Her audit experience includes SEC filings, carve-out financial statements, and pension plans audits.

Kurt Williams – Kurt Williams is a Manager in the Forensic Practice of KPMG based in the Boise office. He has over nine years of experience in providing accounting, audit and investigative services to clients in manufacturing, computer hardware, computer software, health care and financial services. He has conducted numerous investigations primarily around earnings management, revenue recognition and accounting reserve issues including several cross-border investigations.

Learning Objectives:  Obtain an update on recently issued accounting pronouncements 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

Advanced Preparation:  None

Instructional delivery method:  Group/Live

Recommended CPE Credits:  2 Hours

Field of Study:  Accounting and Auditing

Date: Tuesday  December 15, 2009  1:00 PM  - 3:00 PM

Subject:  GAAP Update

              $50 Members/KPMG Alumni

              $75 Non-Members

              Both GAAP &  Ethics cost $80/$100

Location:  Boise Centre on the Grove - Salmon Room

Ethics Training

This class meets the CPE Ethics Requirement for the IMA

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:   KPMG Professionals:  Dara Bazzano , Angella Eckert, Kurt Williams (See Bios opposite page)

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.

Date:   Tuesday  December 15, 2009  3:00 PM –5:00 PM

Subject:  Ethics Training

                 $50 Members/KPMG Alumni

                 $75 Non-Members

                 Both GAAP &  Ethics cost $80/$100

Location:  Boise Centre on the Grove - Salmon Room

Student Panel

Speakers:  Cathy Crites, CMA —  Cathy is currently the Operations Accounting Manager at J.R. Simplot Co. for the AgriBusiness Group headquartered in Boise and is responsible for managing the cost accounting function, including the development and monitoring of product costing systems and processes, other cost accounting projects, and all inventory control matters.  Before joining J.R. Simplot Co. in 2003, Cathy held various cost accounting positions of increasing responsibility at chemical manufacturing plants in Idaho and Michigan with Monsanto Co. and Solutia, Inc. (the spin-off of Monsanto’s chemical businesses) over a ten year period.  She graduated from the University of Idaho in 1993 with a B.S. in Accounting.

Mollie Sweet, MBA, CMA, SPHR —  Associate Professor of Business for Northwest Nazarene University, Mollie has been a professor since 2003. She has 5 years accounting experience in various industries ranging from a grocery giant to a leading title company. She earned a bachelor degree in Business Administration, majoring in Accounting and Human Resource Management, from Miami University (Oxford) and an MBA from Northwest Nazarene University. She is currently working on her PhD in Business Administration, specialization -Finance. Prof. Sweet is a member of the Institute of Management Accountants, with her CMA credentials and has also been certified as a Senior Professional in Human Resources from the Society for Human Resource Management.

Senior tax accountant from Deloitte

Senior auditor from KPMG

Learning Objectives: Students will learn the various options available for accounting majors as they prepare to start a career in the accounting industry.

Prerequisites: N/A

Program Level:  Basic

Program Content: Panel of career accountants sharing their unique stories and giving options for current accounting students. Students will be given a variety of career options available to accounting majors. Panel speakers have multiple accounting backgrounds and experience in various accounting situations. Speakers will address specific prepared questions about their career. However, students will also be given the opportunity to ask questions. Two BSU students as well as one student from both C of I and NNU will be awarded an IMA Scholarship.

Advanced Preparation:

Instructional delivery method:  Group/Live/Panel

Recommended CPE Credits:  (1) Hours

Field of Study:  Student - Professional Development

Date:  Wednesday, February 17, 2010  7:30 AM (check in) 8:00—9:00 AM

Subject:    Student Meeting – Panel of career stories 

                    Student Scholarship Award                                                     

Location:  Marriott Courtyard, 222 S Broadway, Boise

Cost:      FREE!   

Plant Tour

Speaker:  NA

Learning Objectives:  Gain an understanding of operations at a potato manufacturing plant

.

Prerequisites:  None

Program Level:  Basic

Program Content:  A tour of the plant will be held for the group highlighting the manufacturing process for various potato products the Plant produces.

Please note, the plant is a noisy, damp environment so please wear clothing that you won’t worry about getting wet and/or dirty.  Also your shoes should have good traction with no open toes.  No jewelry is allowed and you will be required to wear hairnets (men with facial hair will need beard nets), hearing protection, eye protection and bump caps (all supplied by plant).

Advanced Preparation:  None

Instructional delivery method:  1 ½  Hours

Field of Study:  Operations

Date:  April 27, 2010  8:30am – 10am

Subject:   Plant Tour             

Location:   Simplot Nampa Food Plant

                     3704 N. Middleton Rd.

                     Nampa, ID  83687                                                                                                  Cost:           FREE!   

Mr. Excel

Speaker:  Bill Jelen is the host of MrExcel.com and the author of 25 books on Microsoft Excel including the following, Special Edition Using Excel 2007, Pivot Table Data Crunching, VBA & Macros for Microsoft Excel, Excel for Marketing Managers, 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 analysis

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. Learn some of the changes made in Excel 2007. Participants in the session will receive a copy of Jelen’s book, Learn Excel 97-2007 from MrExcel which is comprised of 377 questions and solutions posed to him during his seminars. Jelen loves new questions and will incorporate them in the seminar. Send your Excel questions in advance via e-mail 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:  This class will go into more details about pivot tables. Learn how to take poorly formatted data and convert it to data suitable for pivot tables. Use VLOOKUP to match two lists. Understand how to use INDIRECT, MATCH, INDEX, and OFFSET for more efficient calculations. See how to use Pivot Tables for frequency distributions, true Top 10 reports, pareto analyses.
Advanced Preparation:  None

Instructional delivery method:  Group/Live

Recommended CPE Credits:  Session 1:  3.5 hours  Session 2: 3.5hours

Field of Study:  Specialized Knowledge

Date:  Thursday, May 6, 2010                                                                                                         Session 1:  8:30 am  - 12 pm, Power Excel                                                                           Session 2:  1:00 pm-4:30 pm, Advanced Data Analysis                                          Location:   Red Lion Hotel Boise Downtowner
                     1800 Fairview Ave.
                      Boise, ID 83702

Cost:       1 Session (3 hrs)             $70 Members, $100 Non-members

                 Both Sessions (6 hrs)      $120 Members, $170 Non-Members