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JHI International - New Zealand November 2006

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					JHI International Conference 2006




           Auckland
          New Zealand
       November 1 - 4, 2006
                       CONFERENCE PROGRAM
                    Wednesday, November 1, 2006
9:00am - 3:00pm     Registration                                  Tui II

8:00am - 3:30pm     Executive Committee Meeting & Lunch           Tui II

4:00pm - 6:00pm     City Tour

6:00pm - 9:00pm     Welcome Reception                             Maritime Museum



                      Thursday, November 2, 2006
7:00am - 9:30am     Breakfast                                     Rendezvous II

9:00am - 12:00pm    Registration                                  Foyer

9:00am - 10:30am    General Session: Andrew Gawith, Infometrics   Rendezvous I

10:30am - 10:45am   Coffee Break

10:45am - 12:30pm   Summary of Managing Partners conference:
                    Mike McDowell, McCrory & McDowell             Rendezvous I

12:30pm - 2:00pm    Luncheon (delegates & guests): Roger Kerr,
                    Asia-Pacific Risk Management Limited          Rendezvous II

2:00pm - 2:15pm     Coffee Break

2:00pm - 4:00pm     General Session: Country Presentations       Rendezvous I
                    New Zealand - Kevin Wilson, HWI Ltd
                    India - Roy Varghese, Roy Varghese & Associates
                    Japan - Daiki Kasai, Yotsuya & Co.
                    Australia - Andrew Freeman, KNP Solutions
                    China - Sonny Khoong, Willsonn Partners

Evening             Free evening
                       CONFERENCE PROGRAM
                        Friday, November 3, 2006
7:00am - 9:30am     Buffet Breakfast                             Rendezvous I

8:30am - 10:15am    Litigation SIG: Dan Ray, Hemming Morse
                    & Maxim Alekseyev, ALRUD-Audit               Tasman

10:30am – 12:15pm   International Tax SIG: Steve Rickert, RBZ, LLP
                    & Claus Lemaitre, RP Richter & Partners
                    & Roy Varghese, Roy Varghese & Associates      Tasman

12:15pm - 1:30pm    Delegate Luncheon                            Rendezvous II

1:30pm - 10:30pm    Western Auckland Tour



                      Saturday, November 4, 2006
7:00am - 9:00am     Buffet Breakfast                             Rendezvous II

9:00am - 10:30am    Asia-Pacific Regional Meeting                Coromandel

9:00am - 10:30am    Europe and Africa Regional Meeting           Tui II

9:00am - 10:30am    Region of the Americas Meeting               Tui I

10:30am - 10:45am   Coffee Break

10:45am - 12:30pm   General Session: The Paperless Office
                    Mark Tenzer, Jeffreys Henry                  Rendezvous I

12:30pm - 2:00pm    Delegate Luncheon                            Rendezvous II

2:00pm - 4:00pm     Annual General Meeting                       Rendezvous I

7:00pm - 8:00pm     Reception                                    Pre-function Area

8:00pm - 12:00am    Closing Gala                                 Rendezvous Ballroom
JHI International
 Conference 2006

        Speaker
     Biographies,
 Sessions Summaries,
      Conference
     Presentations
                                               Economic Update

                                      Thursday, November 2, 2006
                              9:00am - 10:30am - Room: Rendezvous I


Speaker: Andrew Gawith, Infometrics
                        Andrew Gawith manages the Infometrics team of five economists who have
                        expertise in a range of economic consulting, analysis and forecasting.

                        Andrew is directly involved with the production of the firm’s regular forecasts
                        covering New Zealand, and key overseas economies, as well as detailed Building
                        and Transport forecasts. He also undertakes a wide range of consulting projects.

                        As part of Infometrics' regular work with clients Andrew presents around 50-60
                        seminars/presentations a year to clients and to one-off business conferences and in-
                        house business planning sessions.

Andrew graduated from Canterbury University’s Lincoln College in 1976 with a masters degree in
agricultural economics. He spent four years in London working for the National Farmers Union, before
returning to New Zealand, and after a brief stint with Business and Economic Research Ltd, joined
Gareth Morgan in establishing Infometrics in 1983.



Learning Objective: Assessment of global economic situation at the close of 2006, looking forward
to 2007.



Program Content:

This program will allow delegates to hear what the future holds in the International Marketplace,
looking at key world economies, and the Asia-Pacific region in particular.




CPE Session Level: Intermediate                                                         Instructional Method: GROUP LIVE
Pre-Requisites: None                                                                    Recommended CPE Credits: 1
[JHI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of COE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPA
credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. For information regarding administrative polices such as, complaint or
refund, please contact our offices at 416-494-1440.]
                   Summary of Managing Partners Conference

                                      Thursday, November 2, 2006
                             10:45am—12:30pm - Room: Rendezvous I


Speaker: C. Michael McDowell, CPA, McCrory & McDowell
                       Mike McDowell is the co-founding partner of McCrory & McDowell LLC and is
                       currently managing partner of the firm and chairman of the firm’s Executive
                       Committee.

                   Over the past decade, Mike has focused his practice on strategic planning and
                   facilitation. He has developed strategic processes for clients, facilitated clients’
                   retreats and most importantly, provided assistance to implement their strategic
                   initiatives. His facilitation techniques were developed from the training he received
                   through the Institute of Cultural Affairs (ICA), a world leader in the techniques of
                   facilitation, group consensus building and action planning. In his role as a facilitator
                   he also works with legal and accounting practices throughout the USA leading their
                   strategic retreats and supporting the implementation of strategic plans. Recently, he
led the effort in developing McCrory & McDowell LLC’s Three Rivers Institute (TRI), a unique
facilitation leadership training and research center providing effective, participatory leadership skills to
the private and nonprofit sectors.




Learning Objective: This session will be a summary of the inaugural Managing Partner Conference
held in Denver, Colorado September 17 to 19, 2006.


Program Content:

 Ø       I. AGENDA CREATION
 Ø       II. SPEAKERS
 Ø       III. PARTICIPANTS
 Ø       IV. CONFERENCE FORMAT
 Ø       V. MATTERS DISCUSSED
 Ø       VI. VALUE PROPOSITION
 Ø       VII. MARK YOUR CALENDARS FOR 2007




CPE Session Level: Intermediate                                                         Instructional Method: GROUP LIVE
Pre-Requisites: None                                                                    Recommended CPE Credits: 2
[JHI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of COE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPA
credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. For information regarding administrative polices such as, complaint or
refund, please contact our offices at 416-494-1440.]
                                              Luncheon Speaker

                                      Thursday, November 2, 2006
                             12:30pm—2:00pm - Room: Rendezvous II

Speaker: Roger J Kerr, B Com, CA, FCTP, FNZIM,
        Asia-Pacific Risk Management Limited

                                   Roger Kerr has been involved in New Zealand's financial and investment
                                   markets since 1981, being at the forefront of the changes and the
                                   development of the foreign exchange and interest rate markets as a
                                   manager and adviser.

                          He is regarded as one of New Zealand's leading professional advisers in his
                          specialist area of treasury management for organisations at risk to market
                          exchange rate and interest rate movements. Roger is a director and 33%
                          shareholder in Asia-Pacific Risk Management Limited who provides advisory
services on a one-off project and retainer basis to companies in New Zealand, Australia and SE Asia.

Roger's experience and understanding of international and local financial/investment markets is
centred on interpreting, communicating and advising complex matters in a straight forward and clear
manner for recipients needing to make financial risk management and investment decisions.

Roger is also well known as a commentator on business, markets and economic affairs through his
daily radio slot on the Paul Holmes Breakfast show on Newstalk ZB. Roger has delivered this service
every business-day for over 12 years as it keeps his own finger on the market pulse.

He hails from a South Island farming community and worked in South Africa, London and Amsterdam
before returning to New Zealand to commence his career in banking and finance.

Roger is Board Chairman of specialist fund manager Trust Investments Management Limited, a
Trustee/Board Member of the National Provident Fund, Board Chairman of professional body, the
Institute of Finance Professionals New Zealand Inc (INFINZ), non-executive director of boutique
lender Rifleman Finance Limited and on the Advisory Board of the New Zealand Government Debt
Management Office.



Learning Objective: To provide information on doing business in New Zealand and the world, in
today’s economy.



Program Content: Anecdotal and hands-on commentary as a fund manager and investment
specialist.

CPE Session Level: Intermediate                                                         Instructional Method: GROUP LIVE
Pre-Requisites: None                                                                    Recommended CPE Credits: 2
[JHI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of COE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPA
credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. For information regarding administrative polices such as, complaint or
refund, please contact our offices at 416-494-1440.]
                       Country Presentations - Asia Pacific

                                      Thursday, November 2, 2006
                               2:00pm—4:00pm - Room: Rendezvous I

Speakers:

New Zealand - Kevin Wilson, HWI Ltd
India - Roy Varghese, Roy Varghese & Associates
Japan - Daiki Kasai, Yotsuya & Co.
Australia - Andrew Freeman, KNP Solutions
China - Sonny Khoong, Willsonn Partners

Doing business in the geographically and widely dispersed countries of the Asia Pacific Region is very
idiosyncratic, in that varied countries and cultures require specialized approaches.
Members from member firms in five countries (New Zealand, Australia, India, Japan and China) have
prepared detailed introductions to doing business in their country. They will review general details
from basic legal framework and documentary requirements for companies establishing business or
wishing to trade, to more anecdotal information on traditions and expectations when doing business,
as well as the current political and business climate. Some may have case studies of JHI referral work,
where they can share success stories.




Learning Objective:

The objectives of this session are to ensure a thorough overview and introduction to doing business in
those particular countries, as a precursor to the more detailed review required when actually
conducting business.




CPE Session Level: Intermediate                                                         Instructional Method: GROUP LIVE
Pre-Requisites: None                                                                    Recommended CPE Credits: 2
[JHI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of COE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPA
credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. For information regarding administrative polices such as, complaint or
refund, please contact our offices at 416-494-1440.]
                   Country Presentations - New Zealand


New Zealand - Kevin Wilson, HWI Ltd

                    Kevin Wilson has been successfully advising clients in his specialist fields of
                    managements systems, commercial finance and taxation for more than 25 years. His
                    consulting and taxation expereince covers a wide range of industries including
                    forestry, printing, paper and property investment/development.

                    During his career in accounting, Kevin has worked in a large accounting firm and also
                    in private practice.

                    He is founding Director of HWI Ltd.

                 He has been a member of the Institute of Chartered Accountants of New Zealand
                 since 1981, a member of the Chartered Institute of Corporate Management and the
Institute of Chartered Secretaries and Administrators since 1983, and a foundation member of the
New Zealand Trustees Association since 1996.

Kevin was Chairman of the Asia-Pacific Region of Jeffreys Henry International (JHI) from 2003– 2005
and was a member of the International Executive of Jeffreys Henry International.

Kevin’s interests include sailing and more recently, power boating/fishing around the Coromandel
Peninsula.

Kevin’s facilitating style is outgoing, friendly and highly practical and he relates well to people at all
levels of within client organizations.




Program Content:

•   Introduction
•   Business Structures
•   Tax Types
•   Options for overseas entities wishing to setup business in New Zealand
•   Other New Zealand Compliance Requirements
•   Summary
                    Country Presentations - India


India - Roy Varghese, Roy Varghese & Associates

                Roy I. Varghese is the senior partner of Roy Varghese & Associates, Trivandrum,
                India. He has 26 years of experience in industry and professional practice after
                acquiring his Chartered Accountancy qualification. He is the partner in charge of
                the Consultancy division of the firm.

                A frequent speaker in conferences, had made presentations in the various JHI
                international and regional conferences.        He is advisor / board member of
                multinational corporations operating in India.




Program Content:

India a Business Perspective
• Foreign Investment
• Tax Benefits
• CEO’s Speak
• India - A Snapshot
• Business and Investment Environment
• Business Entities
• Foreign Investment in India
• Taxation
                       Country Presentations - Japan


Japan - Daiki Kasai, Yotsuya & Co.

                          Daiki Kasai has worked as manager of Yotsuya & Co. (Tokyp, Japan) since
                          2005. Since 1998, he has been at Yotsuya & Co. (Tokyo, Japan), providing
                          tax services for companies among various industries including
                          manufacturing, retail, warehousing and real estate business, provided tax
                          services for individuals, had experiences of international taxation and
                          audited listed companies.

                           From 1994-1998, Daiki worked at Deloitte Touche Tohmatsu where he
                           audited listed and non-listed companies among various industries including
manufacturing, retail, restaurant, financial services and real estate business, and dad experiences of
instructing at in-house seminar.

His professional qualifications include license of Japanese CPA (1995) and certification of USCPA
(Illinois) (2004).

Daiki attended Soka University (1990-1994) and received a Bachelor of business administration.

Daili is involved in a number of community activities including voluntarily teaching CPA examinees at
Soka University and high school alumni association organizer.




Program Content:

The purpose of the presentation is to show how to set up business in Japan, and the outline of
Japanese taxation.

First to show the difference among the forms that foreign companies need to complete to establish a
business presence in Japan.

Second to outline Japanese taxation as follows:
•  Corporate tax
•  Individual tax
•  Other taxes
                    Country Presentations - Australia


Australia - Andrew Freeman, KNP Solutions

              Andrew Freeman has a Bachelor of Business, Bachelor of Education, Member Institute
              of Chartered Accountants in Australia Andrew recently became a Partner at knp
              Solutions in Melbourne, Australia having been with the firm since 1996 Andrew has
              joined Norman Same and Michael Same as the Business Services/Taxation Team. The
              knp Solutions leadership team also includes a Financial Planning Partner, Matthew
              Herbert.

              Andrew primarily works with medium sized family business providing business
              structuring and taxation advice.

knp Solutions provides a full suite of services to it's clients including taxation and business advice,
superannuation advice, business mentoring and financial planing.
knp Solutions clients currently include a number of large international organisations with operations in
Australia.




Program Content:

   ·   Overview of Presentation

   ·   Advantages of doing business in Australia

   ·   Overview of Australian Taxation System

   ·   Overview of types of business structures available in Australia
                       Country Presentations - China


China - Sonny Khoong, Willsonn Partners

                   Sonny Khoong is one of two Founding Partners at Willsonn Partners (WSP), a
                   fast-growing CPA-based multidisciplinary consultancy firm in Shanghai & Beijing
                   with liaison offices in Guangzhou, Hong Kong & Singapore. He commences his ca-
                   reer in Internal Audit and now has 13 years of experience in accounting, admini-
                   stration, human resource, sales & marketing, business development and general
                   management with regional exposure in Kuala Lumpur, Taipei, Hong Kong, Shang-
                   hai & Beijing. Sonny has spent 8.5 years in Greater China, specializing in new
                   start-ups of foreign investment into China. He is a regular public-speaker and pub-
                   lishes a monthly column in a Shanghai business magazine. He is a graduate of La
                   Trobe University in Melbourne with Bachelor of Commerce Degree majoring in Fi-
                   nance and a CPA (Australia)

WSP has a current staff strength of 40, serving over 330 clients in a little over 3 years since inception.
Its Management Team comprises 7 Foreign Managers of Overseas Chinese ethnic background with
China experience and 7 local professionals, many of whom were formerly attached to large CPA firms.
WSP professionals bring forth Western-styled management while offering an affordable alternative to
your corporate needs in China.
WSP is also a member of JHI international network of CPA firms with offices in 60 countries world-
wide.


Program Content:
How to Start-up in China - From a Cost + Compliance Objective
• Common Types of Limited Liability Entity
• Incorporation Process
• Minimum Paid-up Capital Requirement
• Capital Injection Period
• Differences and Diversity on Implementation
• Implications
• Company Structure: Using Offshore Company as the Parent Company
• Company Structure: Branches
• Taxation Factors during Incorporating
• Types of Taxes in PRC
• Monthly/ Annual Compliance
• Outsourcing
• Profit Repatriation
• De-Registration
• Instant Office & China Rep Program
                                       Litigation SIG

                               Friday, November 3, 2006
                          8:30am - 10:15am - Room: Tasman

Speakers: Dan Ray, Hemming Morse & Maxim Alakseyev, ALRUD-Audit

                   Maxim Alekseyev has been successfully advising his clients for more than 15
                   years. His consulting and taxation experience covers a wide range of industries
                   including oil, gas, machine building, real estate, food companies, wholesale, retail
                   traders, mass media and other companies.

                   Maxim Alekseyev specializes in projects dealing both with the domestic and foreign
                   partners within the territory of Russia and abroad. Maxim is an expert in
                   developing tax planning schemes and overseeing their implementation, including
                   schemes launched in joint ventures and businesses with 100% foreign
                   investments.

Maxim is the senior partner and founding director of ALRUD. He graduated from the Moscow State
Institute of International Relations of the Ministry of Foreign Affairs of the Russian Federation and
speaks Russian and English. In 1996 was awarded by the independent tax certificate.

In 2006 the Legal 500 names Maxim Alekseyev and Vassily Rudomino “The firm's 'extremely
impressive' founding partners” who “are held in extremely high regard by their clients as well as by
Western law firms that regularly refer work to them.”

In 2005/6 Maxim Alekseyev was a member of International Tax Planning Association (ITPA), an active
participant of international conferences and workshops organized by ITPA.

Maxim Alekseyev is the member of the Board of directors of Bookberry Russian chain of book shops.
                He regularly presides over workshops for foreign businessmen as well.


                  Dan Ray is a Director in the Litigation Services Department in the San Francisco
                  Office of Hemming Morse, Inc. In addition to being a Certified Fraud Examiner, Mr.
                  Ray is also a Certified Public Accountant and Certified Insolvency and Restructuring
                  Advisor. Prior to joining Hemming Morse, Inc., Mr. Ray served as a Special Agent
                  with the Federal Bureau of Investigation for more than 8 years. While with the FBI,
                  Mr. Ray specialized in the investigation of complex financial crimes, including
                  numerous bank and investor fraud matters. He was also responsible for the
                  investigation of several failed savings and loans. Since leaving the FBI in 1990, Mr.
                  Ray continues to provide consulting and expert witness services throughout the
United States in fraud, commercial litigation, and corporate investigation matters.

Mr. Ray previously served as the Chairman of the Fraud Operating Committee for the California
Society of CPA’s and lectures frequently on the topics of fraud and forensic accounting. Mr. Ray was
featured in a New York Times article titled “And Now, a Case for the Forensic Accountant.” He was
also interviewed for an NBC Nightly News segment regarding procedures being used to follow the
money trail of terrorists.
                                                   Litigation SIG


Learning Objective: To learn about large International Fraud cases through case studies.



Program Content:

    Identify high-profile examples
    § Parmalat
    § Ahold
    § Pavel Lazarenko (Former Prime Minister of Ukraine)
    § Others

    Describe the cases
    § What are the facts of each case
    § How was the fraud conducted
    § How was it detected
    § What role did accountants play
          · Helped perpetrate the fraud
          · Failed to uncover the fraud
          · Helped discover the fraud (Internal or external audits)
          · Hired by Board of Directors / Lawyers to investigate (Litigation)
          · Hired by counsel to testify against other accountants (malpractice case)
    § What is the current status of these cases

    What can we learn from cases such as these

    Which of the above-described services do JHI member firm typically perform?

    Which of the above-described services would we like to provide and how can we do it?

    How can we work together on these large international cases?




CPE Session Level: Intermediate                                                         Instructional Method: GROUP LIVE
Pre-Requisites: None                                                                    Recommended CPE Credits: 2
[JHI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of COE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPA
credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. For information regarding administrative polices such as, complaint or
refund, please contact our offices at 416-494-1440.]
                             International Tax SIG

                             Friday, November 3, 2006
                        10:15am - 12:15pm - Room: Tasman

Speaker: Steve Rickert, RBZ, LLP & Claus Lemaitre, RP Richter &
        Partners & Roy Varghese, Roy Varghese & Associates

             Stephen Rickert has in excess of nine years of public accounting experience, with a
             specialization in international and multi-state taxation. He serves middle-market clients
             and their owners that operate in the manufacturing, technology, entertainment,
             wholesale & distribution, and retail industries. Stephen’s expertise extends to consulting
             with his clients on mergers and acquisitions, dissolution and liquidation, planning for
             country entrance and exit, and expatriate taxation issues.

             Stephen is a member of the American Institute of Certified Public Accountants and the
             California Society of Certified Public Accountants.

Stephen graduated with a Bachelor of Science degree from the University of Colorado, Boulder, and
earned a Masters of International Management degree from the University of Denver.



            Claus Lemaitre is a Tax Advisor and Partner at RP RICHTER & PARTNER, Munich,
            Germany.

            Born 1969, master studies of business administration at the University of Cologne;
            associate at Peters Schönberger and at P+P Pöllath + Partners, Partner, partner at RP.
            Lecturer at the University of Münster in the postgraduate “Tax Law” program (LL.M.),
            Practice areas: International tax law, International and domestic tax structuring and
            planning, M&A, Reorganizations, ongoing tax advice



               Roy I. Varghese is the senior partner of Roy Varghese & Associates, Trivandrum,
               India. He has 26 years of experience in industry and professional practice after
               acquiring his Chartered Accountancy qualification. He is the partner in charge of the
               Consultancy division of the firm.

               A frequent speaker in conferences, had made presentations in the various JHI
               international and regional conferences. He is advisor / board member of multinational
               corporations operating in India.
                                         International Tax SIG


Learning Objective: To learn about International Tax through case studies.



Program Content:

Part 1
International Individual Taxation
Main points to be considered before moving to the US - Case study
Lecturer: Steve Rickert
The lecture will address the myriad of income tax and other tax consequences that face that a person
moving either temporarily or permanently from one country to another. The focus will be on a person
moving to the U.S., but many of the implications will apply to moves to other countries as well.
Specifically addressed will be the effects of federal income taxes, state income taxes, estate taxes,
and transfer taxes on the new U.S. “tax resident.”

Part 2
International Business Taxation
Case Study: Investments in India from German businesses
A) Optimal structuring of German outbound investments
Lecturer: Claus Lemaitre
1) Main scenarios of an investment
2) Taxation and legal form
3) Main issues from a German tax point of view of investments in Indian businesses
4) Outbound structures in detail
   a) German entity approach
   b) Austrian entity approach
   c) Austrian / Cypriot entity approach
   d) Choice of optimal structure

B) India inbound investment strategies
Presenter: Roy I. Varghese
1) Inbound investment scenario in India
2) Legal entities for entry to India
3) General taxation in India
4) Taxation of foreign entities and Double Taxation Avoidance Agreements
5) Inbound routes / strategies for optimal taxation
   a. Operation
   b. Repatriation
   c. Exit
   d. Tax free operations in Special Economic Zones / Export Oriented Units




CPE Session Level: Intermediate                                                         Instructional Method: GROUP LIVE
Pre-Requisites: None                                                                    Recommended CPE Credits: 2
[JHI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of COE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPA
credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. For information regarding administrative polices such as, complaint or
refund, please contact our offices at 416-494-1440.]
                                             The Paperless Office


                                      Saturday, November 4, 2006
                            10:45am - 12:30pm - Room: Rendezvous I

Speaker: Mark Tenzer, Jeffreys Henry

                       Mark Tenzer qualified as a Chartered Accountant in 1982, he is an audit partner
                       and also holds an insolvency licence. His clients are involved in manufacturing,
                       property, charitable activities as well as bars/restaurants and the arts. Mark is
                       Chairman of the European region of JHI and a member of the International Executive
                       of JHI. Mark is also the firm's specialist advisor on inward investment.




Learning Objective: Delegates will learn about how to effectively create a paperless office.



Program Content:
   1. The Jeffreys Henry philosophy.
   2. A Brief History of our computer systems.
   3. Reasons for decision to adopt a paperless system.
   4. The introduction of our paperless system.
   5. Our data processing needs.
   6. Outline of our system including a demonstration.
   7. The benefits we have experienced.
   8. Problem areas and future developments




CPE Session Level: Intermediate                                                         Instructional Method: GROUP LIVE
Pre-Requisites: None                                                                    Recommended CPE Credits: 2
[JHI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of COE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPA
credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. For information regarding administrative polices such as, complaint or
refund, please contact our offices at 416-494-1440.]

				
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