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					                                                                                                                                                                                    scHeDuLe of eVents
                                                                                                                                        63rd
                                                                                                                                      annual   conference
Tulsa, Oklahoma
Non-Profit Org.



Permit No. 661
                                                                                                                                        of accountants                                                                                                        Keeping Your “I” on the Ball – IFRS Transition
U.S. Postage
PAId

                                                                                                                                                              April 28 – 29, 2009
                                                                                                                                                              Tuesday – Wednesday   Tuesday, April 28th, 2009                                                                                                        Wednesday, April 29th, 2009
                                                                                                                                                                                    7:30 a.m.        Registration (Chapman Theatre Lobby, Kendall Hall)                                                              8:00 a.m.        Registration (Chapman Theatre Lobby, Kendall Hall)

                                                                                                                                                                                    8:15 a.m.        Introduction......................................................................................Roger Blais   8:30 a.m.        Session VI (Chapman Theatre)…………………..……........……..….Trent Gazzaway
                                                                                                                                                                                                                                                                        Provost, The University of Tulsa                              Overview of COSO’s Guidance on Monitoring Internal Control Systems
                                                                                                                                                                                                                                                                                                                                      Understand how to improve the effectiveness and efficiency of internal control (and possibly SOX 404
                                                                                                                                                                                                                                                                                                                                      compliance) through COSO’s new monitoring guidance.
                                                                                                                                                                                    8:35 a.m.        Session I (Chapman Theatre)….................................…...........………...Gary A. Illiano
                                                                                                                                                                                                     IFRS – What’s It All About?
                                                                                                                                                                                                     A discussion of the wide-ranging issues surrounding the International Financial Reporting Standards.            9:45 a.m.        Break

                                                                                                                                                                                    10:15 a.m.       Break                                                                                                           10:00 a.m. Session VII (Chapman Theatre)…………….....................….....………Andrew L. Urich
                                                                                                                                                                                                                                                                                                                                Ethics Awareness
                                                                                                                                                                                                                                                                                                                                      Ethical behavior and decision-making can be enhanced by using an objective standard which involves
                                                                                                                                                                                    10:30 a.m.       Session II (Chapman Theatre)…………………….......……………....…..Erik J. Hansen                                                            honest self-examination and persistent questioning.
                                                                                                                                                                                                     A Game Plan for IFRS Implementation
                                                                                                                                                                                                     What are the key challenges to anticipate as part of the IFRS conversion? A discussion of the practical
                                                                                                                                                                                                     actions for your company to consider.                                                                           11:40 a.m. Break (Walk to ACAC)
                                                   Conference of Accountants

                                                   Management Information Systems




                                                                                                                                                                                    11:45 a.m.       Break (Walk to ACAC)                                                                                            12:00 p.m. Lunch and Awards Presentation (Great Hall, ACAC)
                                                   800 South Tucker Drive
                                                   Tulsa, Oklahoma 74104
                                                   The University of Tulsa
                                                   School of Accounting and




                                                                                                                                                                                                                                                                                                                     12:40 p.m. Session VIII – Luncheon Presentation ……............Jean Maslanka Kelley and

                                                                                                                                            IFRS                                    12:00 p.m. Lunch and Awards Presentation (Great Hall, ACAC)

                                                                                                                                                                                    12:40 p.m. Session III – Luncheon Presentation ……………..…………………..Lynn Flinn
                                                                                                                                                                                                                                                                                                                                Multi-Generations at Work
                                                                                                                                                                                                                                                                                                                                                                                            Claudia Arthrell
                                                                                                                                                                                                                                                                                                                                      Enhancing working relationships across generational lines.

                                                                                                                                                                                               Hire and Retain for Maximum Productivity
                                                                                                                                                                                                     What can you do during tough economic times to ensure that you have the right people on your team?              1:30 p.m.        Break (Walk to Kendall Hall, Chapman Theatre)
                                                                                                                                                                                                     We will discuss interviewing techniques, how to assess the potential of new hires and explore specific
                                                                                                                                                                                                     ways to ensure you are a top performer in your organization.
                                                                                                                                                                                                                                                                                                                     1:45 p.m.        Session IX (Chapman Theatre)………….......................……………Chandu Chilakapati
                                                                                                                                                                                    1:30 p.m.        Break (Walk to Kendall Hall, Chapman Theatre)                                                                                    Fair Value and Hedge Accounting: Current Application and Beyond
                                                                                                                                                                                                                                                                                                                                      A description of key hedge accounting and fair value requirements and their future: a discussion of the
                                                                                                                                                                                                                                                                                                                                      lessons learned through the yearend financial statement reporting cycle and current market
                                                                                                                                                                                                                                                                                                                                      drivers and solutions.
                                                                                                                                                                                    1:45 p.m.        Session IV (Chapman Theatre)………………………...….....….....……...Jennifer Rand
                                                                                                                                      Keeping Your “I” on the Ball
                                          Management Information Systems




                                                                                                                                                                                                     PCAOB: Update on Significant Activities
                                                                           The UniversiTy of TUlsa




                                                                                                                                                                                                     Overview of the PCAOB’s significant activities and priorities, including discussion of its international        3:00 p.m.        Break
     April 28 – 29, 2009
                    Tuesday – Wednesday




                                                                                                                                                      – IFRS Transition
                                                                                                                                                                                                     efforts to improve auditor oversight and auditing practices worldwide.
                                                                                                 http://bus.collins.utulsa.edu/coa/




                                                                                                                                                                                                                                                                                                                     3:15 p.m.        Session X (Chapman Theatre)................................................Liza McAndrew Moberg
                                                                                                                                                                                    3:00 p.m.        Break                                                                                                                            Proposed SEC IFRS Roadmap
                                          School of Accounting &




                                                                                                                                                                                                                                                                                                                                      The SEC’s Office of the Chief Accountant will provide a summary of its proposed IFRS Roadmap and
                                                                                                                                                                                                                                                                                                                                      an overview of IFRS-related activities in which the SEC staff regularly engage.
                                                                                                                                                                                    3:15 p.m.        Session V (Chapman Theatre)…………….………………....…….………..Don McNeill
                                                                                                                                                                                                     View from The Hill: What’s Washington up to?
                                                                                                                                                                                                     An overview of recent legislative developments.                                                                 4:30 p.m.         Adjournment
                                                                                                                                      School of Accounting &
                                                                                                                                                                                    4:30 p.m.        Adjournment
                                                                                                                                      Management Information Systems
                                                                                                                                      The UniversiTy of TUlsa
                                                                                                                                                                                                                                                                                                                     Conference co-sponsor Tulsa Chapter - Association of Certified Fraud Examiners is registered with the National Association of
                                                                                                                                                                                    The Conference of Accountants is grateful to The University of Tulsa’s Henry Kendall College of Arts & Sciences, Chapman         State Boards of Accountancy (Registry #103213) as a sponsor of continuing professional education on the National Registry
                                                                                                                                                                                    Theatre, Collins College of Business Administration and Allen Chapman Activity Center for assisting with facilities and          of CPE Sponsors. State Boards have final authority on the acceptance of individual courses. Complaints regarding registered
                                                                                                                                                                                    logistical arrangements. The conference would also like to give a special thanks to Curt Selby for all of his assistance.        sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, 615-880-4200.
                                                                                                                                      http://bus.collins.utulsa.edu/coa/
SPEAKERS                                                                                                               PLANNING COMMITTEE                                                                                                   REGISTRATION INFORMATION                                                                                                                                 REGISTRATION FORM
Claudia Arthrell                                                                                                       doug Townsdin, Chair                                                                                                 Enrollment                                                                                                                                               SIXTy-THIRD ANNUAL CONFERENCE OF ACCOUNTANTS — APRIL 28 & 29, 2009
 ACSW, LCSW, Presenter and Personal Coach, Jean Kelley Leadership Consulting, Tulsa, OK                                Melinda Stinnett, Vice-Chair                                                                                         Detach and mail the form in this brochure, together with a check covering the registration fee or fax
Chandu Chilakapati                                                                                                                                                                                                                          the form with credit card payment information. you may also register on-line. View the Conference
 Director, Sirius Solutions, Houston, TX                                                                               American Woman’s Society of CPAs……………….............................................………….Sheri Brenner                brochure at http://bus.collins.utulsa.edu/coa. Indicate registration for two-day, one-day, or group rate
Lynn Flinn                                                                                                             Association of Certified Fraud Examiners……………...........................….......................Scott A. Carter
                                                                                                                                                                                                                                                                                                                                                                                                     NAME (please print)
                                                                                                                                                                                                                                            (corporate/company group only).
 President and Managing Director, The Rowland Group, Tulsa, OK
                                                                                                                       Beta Alpha Psi, Eta Rho Chapter……………...........................................................……...…..Katie Peper
Trent Gazzaway                                                                                                                                                                                                                              Registration deadline is April 21st, 2009.                                                                                                               FIRM / AFFILIATION
 Audit Partner and Partner-in-Charge of Corporate Governance, Grant Thornton LLP Charlotte, NC
                                                                                 ,                                     Financial Executives Institute…………………………………...........................................…....Owen Pugh
Erik J. Hansen                                                                                                         The Institute of Internal Auditors………………………….....................……………..……..David Losacco                            your name badge will be available at the registration table in the Chapman Theatre Lobby on the day of
                                                                                                                                                                                                                                                                                                                                                                                                     MAIL ADDRESS           OFFICE        HOME
 Partner-in-Charge, Internal Audit Regulatory & Compliance Services, KPMG, Houston, TX                                 Institute of Management Accountants…….........................................……………………….Rick Meyers                  the conference.
Gary A. Illiano                                                                                                        National Association of Black Accountants….............................……………………….….Rhonda White
 National Partner-in-Charge, International and Domestic Accounting, Grant Thornton LLP New york, Ny
                                                                                       ,                               Tulsa Chapter, Oklahoma Society of CPAs......................…………………………....………..Shelle Lutke                         Fees                                                                                                                                                     CITy                                                                 STATE                     ZIP
Jean Maslanka Kelley                                                                                                   Tax Executives Institute……………………………………..........................……….....Anthony W. Rackley                           Program sessions, materials and luncheons are included.
 Executive Coach, Jean Kelley Leadership Consulting, Tulsa, OK                                                                                                                                                                                                                                                                                                                                       OFFICE PHONE                                                         FAX
                                                                                                                       The University of Tulsa School of Accounting..........................……………...………….Wray E. Bradley                   • Individual: $220 per person - both days; $130 per person - one day only
Liza McAndrew Moberg                                                                                                   The University of Tulsa School of Accounting….............................……………….Stephen R. Rockwell
 Deputy Chief Auditor, Securities and Exchange Commission, Washington, D.C.                                                                                                                                                                 • Group (corporate/company only): 10 or more participants – $160 per person. There is no group rate                                                      E-MAIL ADDRESS
don McNeill                                                                                                            The University of Tulsa School of Accountin……............................………………….Dennis H. Hudson                      for one-day registrations.
 Manager, Federal Tax and Corporate Issues, ConocoPhillips, Washington, D.C.                                                                                                                                                                • Full payment, by check or credit card, is due in advance of the conference. We cannot accept
Jennifer Rand                                                                                                                                                                                                                                                                                                                                                                                         Individual Registration 2 days, $220                  1 day, $130                             $
                                                                                                                                                                                                                                              purchase orders. Make checks payable to TU Conference of Accountants. Group registrants should
 Deputy Chief Auditor, Public Company Accounting Oversight Board, Washington, D.C.
Andrew L. Urich                                                                                                                                                                                                                               each complete a registration form but the group must pay with one check. If you need to deviate from                                                    If one day, indicate:         Tuesday      or        Wednesday
 Puterbaugh Legal Studies and Ethics Professor, Oklahoma State University, Stillwater, OK
                                                                                                                       ADvISORy BOARD                                                                                                         this instruction, please contact Jennie Dugger at (918) 631-3194 or at jennie-dugger@utulsa.edu.
                                                                                                                                                                                                                                            • No refunds after April 21st but substitutions may be made.
                                                                                                                                                                                                                                                                                                                                                                                                     Or
                                                                                                                                                                                                                                                                                                                                                                                                      Group Registration (Corporate/Company)                                                        $
PARKING                                                                                                                Lisa M. Anderson
                                                                                                                       David Ballew
                                                                                                                                                            Frank Flusche
                                                                                                                                                            Chris Housley
                                                                                                                                                                                                  Mary Moser
                                                                                                                                                                                                  Joel Sander
                                                                                                                                                                                                                                            Continuing Professional Education (NASBA Registered)
                                                                                                                                                                                                                                            The conference is designed to enhance the professional development of those attending. There are no                                                      Group Limits & Fees:         10 or more participants – $160 each
Individuals registered for the conference may park in the Reynolds or the 8th & Harvard parking lots.                  Steven R. Berlin                     Robert Lundgren                       Sandy Siegfried                           prerequisites or advance preparation required for any session. Unless otherwise stated, each session                                                      • Provide a completed form for EACH participant.
Shuttles will be available to transport you to Kendall Hall. Parking in these lots will result in the least            Cathy Criswell                       Ron Maxwell                           Melinda Stinnett                          will be an overview lecture followed by a brief question-and-answer period. Sessions are tailored to
amount of walking as the shuttles will drop you off very near to the conference venue.                                                                                                                                                                                                                                                                                                                • Groups must pay with one check.
                                                                                                                       James C. Dailey                      Cam McFadyen                          Jim Taylor                                meet the CPE guidelines of certification and/or licensing agencies as nearly as possible. Authority for                                                   • There are no group rates for one-day registrations.
                                                                                                                                                                                                                                            granting CPE credits is, however, reserved solely to the agencies and organizations. Documentation of
                                                                                                                       Bob Dennis                           James Miller                          Doug Townsdin
                                                                                                          E. 4th Pl.                                                                                                                        attendance at the conference sessions will be sent to participants. Attendance documentation will be                                                          vegetarian lunch requested
          = PARKING
                                                                                                                       Ronald Emmons                        Bob Mogelnicki                        Mike Ward                                 confirmed to the respective agencies and organizations upon request. CPE credit-hour recommendation
                                                                                                                       Michael Evanson                      Charles Monroe                                                                  will be made on the basis of each 50 minutes equaling 1 credit hour. There are a total of 15 possible
                                                                        ACAC                                                                                                                                                                                                                                                                                                                         Method of Payment
                                                                                                                                                                                                                                            credit hours for attending the entire conference. Application for CPE credits are the responsibility of the                                              Check Enclosed:            (Made payable to TU Conference of Accountants) Federal ID #73-0579298
                                            BAH                                                                                                                                                                                             individual.
                                                                                                                                                                                                                                                                                                                                                                                                     Payment by Credit Card:                  visa       MasterCard             Discover         American Express
                                                                                                          E. 5th Pl.                                                                                                                        Tax deduction
                                                                                                                       THE UNIvERISTy OF TULSA SCHOOL OF ACCOUNTING                                                                         Treasury Regulation 1.162-5 permits an income tax deduction for continuing education expenses
                                         McFarlin
                                         Library                      Kendall Hall
                                                                                                                       & MANAGEMENT INFORMATION SySTEMS                                                                                     (including registration fees, travel, meals, and lodging) if undertaken to maintain and improve
                                                                                                                                                                                                                                                                                                                                                                                                     NAME OF CARDHOLDER
                                                                                                                                                                                                                                            professional skills.
                                                                                                                       Karen S. Cravens, director                                                                                                                                                                                                                                                    CARD NUMBER                                                                       EXPIRATION DATE
                                                                                                                                                                                                                                            Time and Place
                                                                                                                       Akhilesh Bajaj                       Dennis H. Hudson                      Anna M. McColl                            Tuesday, April 28, registration is at 7:30 a.m. with sessions beginning at 8:35 a.m. and ending at 4:30                                                  SIGNATURE
                                                                                                          E. 8th St.
                                                                                                                       Wray E. Bradley                      Kiku Jones                            J. Michael McCrary                        p.m. On Wednesday, April 29, the registration table will be open at 8:00 a.m., and sessions will begin at
                                                                                                                                                                                                                                                                                                                                                                                                     Full payment is due in advance of the conference. Registration deadline is April 21st, 2009.
                                                                                                                                                                                                                                            8:30 a.m. and end at 4:30 p.m. Except for lunches, all sessions meet in Chapman Theatre, Kendall Hall.
                                                                                                                       Jeff Crawford                        Lori N.K. Leonard                     Stephen R. Rockwell
                      S. Delaware Ave.




                                                             Reynolds Center                                                                                                                                                                                                                                                                                                                         There are no refunds after this date.
                                                                                                                                                                                                                                            Luncheons are held in the Great Hall, Allen Chapman Activity Center on Tuesday and Wednesday. There
                                                                                                                       Patrick A. Hennessee                 Tracy Manly                           Deborah Thomas                            are no designated hotels for this conference.                                                                                                            your name badge will be available at the registration table on the day of the conference.
                                                                                                          S. Harvard




                                                                                                                                                                                                                                            Questions                                                                                                                                                detach this form and mail it with your payment to:
                                                                                                                       The Conference of Accountants evolved from a series of annual meetings first held in 1947 and initiated by the                                                                                                                                                                Conference of Accountants, School of Accounting and Management Information Systems,
                                                                                            E. 11th St.                                                                                                                                     If you have questions regarding the program or registration, contact The University of Tulsa School of                                                   The University of Tulsa, 800 South Tucker Drive, Tulsa, OK 74104-9700
                                                                                                                       late Professor Emeritus Paul J. Graber. The Conference is hosted by The University of Tulsa and directed by
                                                                                                                       representatives of the co-sponsoring professional organizations, an advisory board, and the accounting faculty.      Accounting and Management Information Systems, phone: (918) 631-3194, fax (918) 631-2164 or                                                              or send via fax (credit card section completed) to (918) 631-2164.
                                                                                                                                                                                                                                            e-mail jennie-dugger@utulsa.edu.                                                                                                                         You may also register on-line at http://bus.collins.utulsa.edu/coa/
EMERGENCy CONTACT                                                                                                      Net proceeds of the conference provide scholarships to accounting students at The University of Tulsa.
                                                                                                                                                                                                                                            The University of Tulsa does not discriminate on the basis of personal status or group characteristics including but not limited to the classes          Net proceeds of the conference provide scholarships to accounting students at The University of Tulsa.
                                                                                                                                                                                                                                            protected under federal and state law in its programs, services, aids, or benefits. Inquiries regarding implementation of this policy may be addressed
To contact conference participants for emergency situations, call (918) 631-3194. If there is no answer                                                                                                                                     to the Office of Legal Compliance, 800 South Tucker Drive, Tulsa, Oklahoma 74104-9700, (918) 631-2361. Requests for accommodation of disabilities
                                                                                                                                                                                                                                            may be addressed to the University’s 504 Coordinator, Dr. Jane Corso, (918) 631-2334. To ensure availability of an interpreter, five to seven days’
at that number, call the Campus Security Office at (918) 631-2571.                                                                                                                                                                          notice is needed; 48 hours is recommended for all other accommodations. TU#9119                                                                          Special accessibility requirements