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					title        session_codeclass_start class_end class_roomspeakers description
             VLW          ######## ########
IMA Volunteer Leadership Workshop                                     Come meet your Community Relations Team and network
             PCW1         your Performance and             Edward Robinson
5 Critical Skills to Rock ######## ######## Roll Your Productivity Session Description:This program will knock your socks o
             PCW2         ######## ########                Tonia Warfield
                                                                       it Affect You?
Proposed Revenue Standard for Contracts with Customers: How WillSession Description: FASB and the IASB have crea
             PCW3         ######## to the Organization Gerald DeBusk
Use Lean Accounting to Add Value########                              Session Description: Many organizations have adop
             PCW4         ######## ########
Future Ready: How to Master Business Forecasting                      Session Description:Surveys of CFOs consistently rank th
                                                           Steve Player
             PCW5         ########
XBRL: Easier Than You Thought ########                                Session Description: Because tools and techniques to sup
                                                           Jerry Norton
             PCW6          Through ########                 Leadership Builds Jett
                                                                      Session Description:In this interactive session, attendees
Better Decision-Making########Teamwork: How Level VRonald Fory,Karen Ethical Organizations
             SCMS         ######## ########                           Meet Members Only)
Stuart Cameron McLeod Society (SCMS) & IMA Board of Directors (SCMSyour old friends and make new ones as we welcome
             SCC
Student Case Competition  ######## ########                           Watch the excitement as student teams compete for the c
             PCW7         ######## the Game
Sustainability for the CFO: Playing ######## and Winning              Session
                                                           Rosemary Amato Description: CFOs are finding it increasing
             PCW8         ######## ########                Gail Trugman-Nikol Description:Auditable Internal Controls should be
The Struggle for Survival: The Value of Knowledge Preservation        Session
             PCW9         ######## ########
The Personal Leadership Difference                                    Session
                                                           CS "Bud" Kulesza Description:The personal leadership difference is
             Orientation ######## ########
First Timer FTO                                                       All attendees who are first-timers to IMA’s Annual C
             AMM
Annual Meeting of Members ######## ########                           Kick-off your Conference experience by attending the Ann
             Perspective######## Leadership, Diversity, and Inclusion
A Personal GSS1            on Global ########              Cathy SmithSession Description:In this session, Cathy R. Smith will br
             GSS2
Some Assembly Required!   ######## ########                Thom SingerSession Description: To build a career and cultivate a netw
             PBS
Poster Board Sessions ######## ########                               Be sure to visit the poster presentations during the Solutio
Research Lab RLAB         ######## ########                           Be part of tomorrow’s solutions! Participate in surv
             SSR          ######## Reception
Solutions Showcase & Networking ########                              You won’t want to miss this exciting opportunity to
             CMA
CMA Recognition Dinner    ######## ########                           All Annual Conference attendees are cordially invited to at
             BSM1         ########
Get Fired Up Without Burning Out! ########                            Session Description:This is a hot topic with sure-fire soluti
                                                           Carol Grace Anderson
             FGH          ########
Family/Guest Hospitality Breakfast ########                           Welcome Family and Guests!  The Family/G
             GSM1         ######## ########
SEC Update and Implications for Global Business                       Session Description:Jim Kroeker, Chief Accountant of the
                                                           James Kroeker
             SGW          ######## ########
NEW! Family/Guest Winery Tour/Luncheon                                Family and Guests please join us on a tour, wine tasting, a
             PBS
Poster Board Sessions ######## ########                               Be sure to visit the poster presentations during the Solutio
Research Lab RLAB         ######## ########                           Be part of tomorrow’s solutions! Participate in surv
             SSM1         ######## ########
Solutions Showcase & Beverage Break                                   Don't miss this exciting opportunity to network with Confer
             Discussion Lunch
Brown Bag LHM1            ######## ########                           Participate in this interactive and informal roundtable sess
             ARM1
Applied Research Track    ######## ########                           The goal of the Applied Research Track is to help bridge t
                                                           Donald Wygal,Ronald Huefner
             Cube:        ######## ########                Your Financial DataDescription:This session focuses on a standard f
                                                                      Session
Beyond the BPM1 Performance Management Leveraging Brad Monterio,Kristine Brands
             Framework######## ######## and Modeling: Creating Value Inside the Organization will present the first Con
ConceptualSCM1             for Cost Measurement                       Session Description:This session
                                                           Anton Van der Merwe,Gary Cokins,Larry White
             ERM1         ######## ########
Future of Software: Why Cloud Computing Matters to YouSujan Jain Session Description:Cloud computing adoption is explodin
TechnologyTEM1            ######## ########                James Sorensen,Sandra Applications
                                                                      Session Description:This session will discuss how leading
              Enablement for Management Accounting: A Digest of Current SoftwareRichtermeyer
The DNA ofLSM1the CFO ######## ########                               Session Description:This session will provide a fresh insig
                                                           Loutfi Echhade
Research Lab RLAB         ######## ########                           Be part of tomorrow’s solutions! Participate in surv
             SSM2         ######## ########
Solutions Showcase & Beverage Break                                   Don't miss this exciting opportunity to network with Confer
             ARM2
Applied Research Track    ######## ########                           The Sullivan
                                                           Amy Ford,Carol goal of the Applied Research Track is to help bridge t
             TEM2         ######## ########
Excel Power Tips & Tricks - Excel '97 - 2007               Chris SmithSession Description:You use Excel as a primary function o
             Soft Skills and Highly Functioning Teams
Leadership LSM2           ######## ########                           Session Description:Do you know what it takes to be a lea
                                                           Julie Kowalski
             ERM2         ######## ########
Recent Financial Frauds and How to Avoid Them              Brad WilsonSession Description:This session will introduce sev
Topic: TBDBPM2            ######## ########                           TBD
             SCM2         ######## ########                Cynthia Curtis
Valuing Corporate Sustainability Initiatives: Where Do I Start?       Session Description:  In today's economy, ex
             WLF          ########
IMA Women's Leadership Forum ########                                 Session Description:Hear from an inspiring panel of succe
             Reception & Dinner at Universal Studios Theme Park
Networking NRD            ######## ########                           "Friend" someone in person.  Join IMA on the Stree
              Leadership: Love, Hope, and Mission in an Age of Skeptics and Cynics
Littlefoot onBST1         ######## ########                           Session
                                                           Mark Funkhouser Description:Leadership matters in every situation
             GST1          a True Business Partner - a CEO's Perspective Beyer, Chairman & CEO of Freescale Semicon
Financial Executives as######## ########                   Rich Beyer Rich
             GST2         ######## Really Mean To Us? Joyce A. Kramzer Description:Many questions have emerged regar
Health Care Reform: What Does It########                              Session
             LHT1         ########
How to Find Fraud in Plain Sight ########                  Sam Antar This exciting lunch session on Tuesday will be presented
             ART1         ######## ########
Applied Research Track: Roundtable Discussions                        Session Description:The Roundtable format is a 60 minute
             SCT1         ######## ########
Decision Rights and Information Flows                      Ronald KralSession Description:Why do organizations suffer from poo
             LST1          Damocles: Turning Career Setbacks into Growth Opportunities
Disarming the Sword of######## ########                               Session Description:Setbacks like transfers, layoffs, firing
                                                           Amy Blechinger
           TET1       ######## ########
Excel Power Tips & Tricks - Excel '97 - 2007         Chris SmithSession Description:You use Excel as a primary function o
           BPT1
Managing through Lean ######## ########                         Session Description:Lean is a change-management initiat
                                                     Athba Majeed
           ERT1       ######## ########              Ronald     Session Description:This session will feature a case study
The Three Key Risks That All Small Businesses Must Address Fory,Oscar Lewis
           ART2
Applied Research Track######## ########                         The goal Spraakman
                                                     Gerald DeBusk,Garyof the Applied Research Track is to help bridge t
           TET2       ######## ########
Excel Power Tips & Tricks - Excel '97 - 2007         Chris SmithSession Description:You use Excel as a primary function o
Leadership LST2       ######## ########                         Session Description: Leadership does not automati
                                                     Lee Bertrand
           SCT2       ######## ########
Making Accounting Relevant in Lean Environments                 Session
                                                     Rosemary Fullerton Description:Firms in Lean environments need info
           ERT2       ######## ########              Ronald KralSession Description:Complying with regulatory rules and r
SEC Update: Likely Impacts for Boards, Management Teams and Staff
           BPT2       ######## Doesn't Cost
Superior Customer Service "Pays",########                       Session Description:Everything clients see, hear, smell, an
                                                     Teri Yanovitch
           ARD        ########
Annual Reception & Dinner/Dance ########                        Enjoy dinner while celebrating the successes of IMA!&nbs
           BSW1       ######## ########
The Other Side of Disney Fireworks                   Clark JonesSession Description:Managing financial decisions in a cre
IFRS PanelGSW1        ######## ########                         Session Description:The IFRS Panel will discuss the ongo
                                                     Colleen Cunningham,Norman Strauss, CPA,Henning Zuelch,James J
           GSW2        Giants and Become
How To Take Down the######## ########One Yourself               Session Description:In Paula Marshall's program not only
                                                     Paula Marshall
           UOR        ######## ########
Universal Orlando Resort Theme Parks                            Discounted Passes to Universal's Islands of Adventure&re
mmunity Relations Team and network with other chapter leaders from around the world at the Volunteer Leader Workshop on Saturday June
This program will knock your socks off.  Ed Robinson will lead you to skills and activities beyond time management to greater productiv
 FASB and the IASB have created a proposed Accounting Standard for Revenue from Contracts with Customers, which may have a m
 Many organizations have adopted or are in the process of adopting Lean. Lean requires changes to the organization’s manage
Surveys of CFOs consistently rank the ability to forecast results as a leading concern. This session identifies the seven common "illnes
 Because tools and techniques to support XBRL requirements are rapidly advancing, it's now easier than ever to implement XBRL in&n
 n this interactive session, attendees will explore the relevancy of the COSO framework, how a values-based culture would make a difference
  and make new ones as we welcome new inductees into the Stuart McLeod Society at this joint SCMS/IMA Board of Directors event at the H
 t as student teams compete for the coveted honor of being the 2011 Student Case Competition Winner
 CFOs are finding it increasingly important to understand and control their energy management data so they can make intelligent busin
Auditable Internal Controls should be accompanied by documentation.  We are talking about both accounting and operations.  T
The personal leadership difference is the difference between success and mediocrity.  This interactive workshop will explore the perso
e first-timers to IMA’s Annual Conference and Exposition are invited to attend this orientation session where we will share helpful tips
 nce experience by attending the Annual Meeting of Members!  This event is a terrific opportunity for IMA members to celebrate the org
 n this session, Cathy R. Smith will briefly discuss the career path and decisions that brought her to her current role as Walmart’s Inte
 To build a career and cultivate a network of long-term and mutually beneficial relationships involves deliberately working to put the pieces tog
oster presentations during the Solutions Showcase.  These poster presentations will enable you to learn about on-going academic rese
 rsquo;s solutions! Participate in surveys that will be offered at the IMA Research Lab. Make your opinion count!
nt to miss this exciting opportunity to network with Conference exhibitors and peers while enjoying beverages and hors d’oeuvres!&nb
 e attendees are cordially invited to attend the CMA Recognition Dinner being held on Sunday evening, June 5.  Please join us as we c
This is a hot topic with sure-fire solutions for greater productivity!  We all need to get fired up in these challenging times of change...esp
 ily and Guests!  The Family/Guest Hospitality Breakfast is the perfect place to rendezvous, meet new people and see old friends.&nbs
Jim Kroeker, Chief Accountant of the SEC, provides a comprehensive update on issues that impact our global profession, organizations and
 ease join us on a tour, wine tasting, and shopping at Lakeridge Winery & Vineyards .  Lakeridge opened its doors in February 198
oster presentations during the Solutions Showcase.  These poster presentations will enable you to learn about on-going academic rese
 rsquo;s solutions! Participate in surveys that will be offered at the IMA Research Lab. Make your opinion count!
ng opportunity to network with Conference exhibitors and peers while enjoying a beverage!
 ractive and informal roundtable session that facilitates learning, the exchange of ideas, and networking.  The Brown Bag Discussion L
ed Research Track is to help bridge the gap between academics and management accounting professionals while contributing to the develop
This session focuses on a standard for communicating information between and within businesses for performance measurement, business
This session will present the first Conceptual Framework for Cost Management and Modeling, which defines concepts and principles that can
Cloud computing adoption is exploding, and is forecast to growth six times the rate of traditional software. Simply, it’s a computing par
This session will discuss how leading enterprise system software can support best practices or emerging trends in management accounting.
This session will provide a fresh insight into what it takes to be a CFO in today's challenging environment.  It will explore the expectatio
 rsquo;s solutions! Participate in surveys that will be offered at the IMA Research Lab. Make your opinion count!
ng opportunity to network with Conference exhibitors and peers while enjoying a beverage! 
ed Research Track is to help bridge the gap between academics and management accounting professionals while contributing to the develop
You use Excel as a primary function of your job, but do you really know how to unleash Excel's power?  Learn cool secrets and tricks lu
Do you know what it takes to be a leader, regardless of your title? Have you mastered the “soft skills” required for succes
This session will introduce several recent and interesting examples of fraudulent conduct, including both asset misappropriations

  In today's economy, executives must make a strong business case for Earth-friendly corporate initiatives. In this session, atten
Hear from an inspiring panel of successful, professional women with a variety of leadership experiences.  Panelists, representing a ran
person.  Join IMA on the Streets of Hollywood at Universal Studios Theme Park for an evening of true social networking.  Share
Leadership matters in every situation. In the Disney movie “The Land Before Time,” Littlefoot the dinosaur confronts every chal
n & CEO of Freescale Semiconductor, will outline how financial management executives have played a critical role in the organizations
Many questions have emerged regarding the impact of the health care reform legislation on business, consumers, insurers, and doctors, just
ession on Tuesday will be presented by Sam Antar, as he relays The Crazy Eddie Story: Anatomy of a White-Collar Crime Spree and also dis
The Roundtable format is a 60 minute block of time divided into two 30 minute periods, enabling attendees to learn about and discuss two top
Why do organizations suffer from poor strategy execution and decisions? The answers often involve decision rights and information flows. Ye
Setbacks like transfers, layoffs, firing, and the like often leave hard-working professionals reeling with doubts about how to move forwa
You use Excel as a primary function of your job, but do you really know how to unleash Excel's power?  Learn cool secrets and tricks lu
Lean is a change-management initiative for identifying and eliminating waste, being applied to most organizations worldwide. This session wi
This session will feature a case study describing a small enterprise that faces several risks.  Attendees will break into small groups to a
ed Research Track is to help bridge the gap between academics and management accounting professionals while contributing to the develop
You use Excel as a primary function of your job, but do you really know how to unleash Excel's power?  Learn cool secrets and tricks lu
 Leadership does not automatically come with a title or corner office. It no longer fits the neat, clean models once associated with conc
Firms in Lean environments need information that is relevant, transparent, and understandable to all decision makers. This session will exam
Complying with regulatory rules and regulations is prudent for companies looking to stay within the good graces of the Securities and Exchan
Everything clients see, hear, smell, and touch has an impact on their perception of a business.  As a result, superior customer service
 lebrating the successes of IMA!  Attend the Annual Dinner where the 2011-2012 Chair will be inaugurated, and the winners of the Cha
Managing financial decisions in a creative industry can be rewarding, but challenging.  Since Disneyland's earliest beginnings, finance
The IFRS Panel will discuss the ongoing dilemma about whether or not the United States will adopt IFRS. Topics will include convergence iss
 n Paula Marshall's program not only will you learn about the journey that a female CEO took while creating a multi-million dollar business out
o Universal's Islands of Adventure® and/or Universal Studios Florida®.  Perfect way to wrap up your stay in Orlando! (Inc
 Leader Workshop on Saturday June 4th from 8am-12pm.  This open forum for discussion will give you the opportunity to see how oth
 me management to greater productivity.  This program will afford all participants the skills to "Rock" their profession while enjoying tim
with Customers, which may have a major impact on how companies report profits. The Standard may change when companies can include r
 to the organization’s management systems, including a culture change, new ways of implementing strategy, plus creativity and flexib
n identifies the seven common "illnesses" that typically impact the forecasting process. It will also cover six key aspects needed to buil
n ever to implement XBRL in an organization. This session - presented by an experienced XBRL seminar leader and cons
ased culture would make a difference, and how organizational structure affects risk. Session Level:  IntermediateSession Track:
MA Board of Directors event at the Hilton Bonnet Creek hotel.  Includes reception, dinner, and special entertainment.  This is an

  ta so they can make intelligent business decisions for their organizations. But Sustainability encompasses more than just energy. This intera
  accounting and operations.  Think about what would happen if you lost a Payroll or Operations staff member unexpectedly.  Is t
 ctive workshop will explore the personal use of leadership to move you, your career, and life forward.  While most leadership presenta
 sion where we will share helpful tips on planning your agenda, navigating the program and events, and getting the most out of your professio
  or IMA members to celebrate the organization’s accomplishments during the past year and learn about what’s in store for the
  urrent role as Walmart’s International CFO and head of Strategy.  Cathy has benefitted throughout her career from mentors an
 berately working to put the pieces together.  Doing good work is no longer enough for a company or an individual.  You must int
   learn about on-going academic research in management accounting.  Stop by and engage in an informal discussion of the current re
 opinion count!
 ages and hors d’oeuvres! 
  une 5.  Please join us as we celebrate the CMA program, recognize those who have earned the CMA, and connect with those who are
 ese challenging times of change...especially in the area of leadership.  Since we are often working longer and leaner, we've GOT to cr
 new people and see old friends.  During breakfast, your Family/Guest will have the opportunity to plan activities for his/her week in Orla
 global profession, organizations and economies.  These topics include but are not limited to XBRL/standardized business repor
 dge opened its doors in February 1989 in Clermont, Florida and sits on a 127-acre estate in gently rolling countryside some 25 miles west of
   learn about on-going academic research in management accounting.  Stop by and engage in an informal discussion of the current re
 opinion count!

   The Brown Bag Discussion Lunch features approximately 60 topics, one assigned to each roundtable for nine participants and a facil
   nals while contributing to the development of knowledge in the profession.  This track consists of both paper presentations and round
 erformance measurement, business intelligence, planning, reporting, benchmarking and analytics. It helps move data beyond the data cube,
  ines concepts and principles that can remedy many challenges, conflicts, and weaknesses of internal reporting practices and systems.&nbsp
 e. Simply, it’s a computing paradigm shift that’s transforming not just how businesses and finance departments run their applic
 g trends in management accounting. Also to be covered:  suggestions form improving technology enablement of management accoun
  t.  It will explore the expectations and aspirations of those on the job, as well as the skills and relationships that successful CFOs need
 opinion count!

 nals while contributing to the development of knowledge in the profession.  This track consists of both paper presentations and round
nbsp; Learn cool secrets and tricks lurking on the Data menu.  Learn the ins and outs of Pivot Tables, and how to create slick charts in
 soft skills” required for success? Know this:  good leaders are made, not born!  This highly interactive and dynamic prese
ncluding both asset misappropriations and fraudulent financial reporting. During the session, attendees will discuss how the fraud was

orate initiatives. In this session, attendees will learn about how to quantify the value of a company's sustainability program, including some of
   Panelists, representing a range from “Young Professional” recently entering the work force to those with extensive bus
 true social networking.  Share dinner, drinks and dancing with your colleagues as you unwind at one of Orlando's most popular destin
oot the dinosaur confronts every challenge you face in your organization – and he gradually learns to succeed. The situations in
 ed a critical role in the organizations he has managed, from his early career as a VP/General Mgr. to the CEO of a Fortune 500 global corpor
onsumers, insurers, and doctors, just to mention a few.  It has tremendous potential to reshape the business of health care and with a
White-Collar Crime Spree and also discuss How to find Accounting Irregularities in Plain Sight.  He'll offer insight on the basics of white-
 es to learn about and discuss two topics of interest as the presenters discuss their topics with two different groups of participants. Major obje
 ision rights and information flows. Yet, many companies do not have these well defined leading to untimely actions, confusion, and a lack of
with doubts about how to move forward in their career. This session will share insight from personal experience and present tools to an
nbsp; Learn cool secrets and tricks lurking on the Data menu.  Learn the ins and outs of Pivot Tables, and how to create slick charts in
 nizations worldwide. This session will discuss how a streamlined, waste-free process drives consistency and makes organizations more effic
 dees will break into small groups to assess these risks and discuss ways to mitigate them.Session Level:  IntermediateSession Track:
 nals while contributing to the development of knowledge in the profession.  This track consists of both paper presentations and round
nbsp; Learn cool secrets and tricks lurking on the Data menu.  Learn the ins and outs of Pivot Tables, and how to create slick charts in
 n models once associated with concepts such as authoritative, laissez faire, or democratic styles.  There are very real challenges and
 ision makers. This session will examine why traditional standard costing methods distort the actual benefits of Lean, often waste valuable re
 graces of the Securities and Exchange Commission (SEC). This session will help attendees learn the latest "hot-buttons" by examining rece
  a result, superior customer service can be an essential source of strength as companies emerge from the recession.  This session w
ugurated, and the winners of the Chapter Competition will be honored for their achievements. Join us on the dance floor following the awards
eyland's earliest beginnings, finance has served the purpose of turning dreams and possibilities into reality.  Using the company's tradi
S. Topics will include convergence issues, timing, regulatory issues, pressure from the G-20, and the impact on global capital markets if the U
 ng a multi-million dollar business out of a mom and pop pie shop but audiences will also walk away with new insight and perspective when fa
  to wrap up your stay in Orlando! (Includes CityWalk admission).  Select one of the following park options:  After 2pm Tic
e you the opportunity to see how other chapters have succeeded by the use of best practices, how chapter operations can increase your me
k" their profession while enjoying time to "Roll" at work and home.Session Level:  IntermediateSession Track:  Leadership Strat
 ange when companies can include revenue and how much revenue can be recognized on their books for long-term contracts. It may also im
ng strategy, plus creativity and flexibility in measuring performance. Attendees will learn how the finance department can support Lean
 cover six key aspects needed to build an effective forecasting process, as well as discuss five advanced practices to drive the forecas
nbsp;XBRL seminar leader and consultant - provides a suggested process for reviews and quality assurance of XBRL submissions, a
 l:  IntermediateSession Track:  Behavioral EthicsLearning Objectives:  After the session, attendees will be able to:1.&nbs
ecial entertainment.  This is an event you won't want to miss!  The cost of this event is $100 per person, and you may purchase

 es more than just energy. This interactive session - which will use real, live gaming - will enable participants to test their S
aff member unexpectedly.  Is their knowledge of the job in their head, or is it documented for others to replicate?  We all have e
bsp; While most leadership presentations focus on how to influence and motivate others, this presentation focuses on YOU!  In order t
getting the most out of your professional development time. Take this special opportunity to learn about the conference, meet other first-timer
n about what’s in store for the future. Attendees will hear from IMA’s senior leaders, board chairs, and Jeff Thomson, IMA pres
 roughout her career from mentors and useful guidance.  She will speak of the importance of focusing energy (most precious gift) on th
 or an individual.  You must integrate your visibility and make it work for you.  Marketing, branding, sales, networking, social med
  informal discussion of the current research in management accounting. Poster Session Titles:  Sunday, June 5thSimulation of t


CMA, and connect with those who are in the process of becoming certified.  Current CMAs are encouraged to share their certification e
g longer and leaner, we've GOT to create and model work/life balance.  We can do that by refreshing our perspective and taking action
plan activities for his/her week in Orlando! The Family/Guest Hospitality Breakfast will be hosted by the Families of Chair, Sandra Rich
p;XBRL/standardized business reporting, financial reporting convergence roadmap and conditions, risk management oversight and disclosur
g countryside some 25 miles west of downtown Orlando. This area was once the center of the State's grape industry. After years of phenome
 informal discussion of the current research in management accounting.  Poster Session Titles:  Monday, June 6thCorpor


dtable for nine participants and a facilitator.  Ninety (90) minutes have been allotted to enable attendees to enjoy lunch and engage in a
 both paper presentations and roundtable discussions. *  Using Capacity Analysis in Revenue Planning and Management *&nbs
ps move data beyond the data cube, making it readily accessible to management accountants to meet their growing business information ne
 porting practices and systems.  The session will discuss how the framework can help management accountants create cost- and deci
  finance departments run their applications, but unlocking IT efficiency and elevating business productivity.  Sujan Jain, VP of Finance
 enablement of management accounting information.  The session will be relevant to organizations of all sizes and applicable to
 tionships that successful CFOs need in order to master the challenges and opportunities of their role.Session Level:  IntermediateSes


 both paper presentations and roundtable discussions. *  The Amazing Accounting Race - A Budgeting Game for the Classroom
bles, and how to create slick charts in a single button click.  Add thousands of subtotals in seconds.  Learn how to apply custom
 highly interactive and dynamic presentation will walk attendees through the top soft skills & behaviors required for success, as w
nbsp;will discuss how the fraud was carried out, how it was discovered, and any civil or criminal actions taken against the fraudster or the co

ainability program, including some of the drawbacks of traditional accounting and financial analysis. The session leader will also descri
 ork force to those with extensive business and leadership experience, will offer insight into their professional journeys and techniques for how
one of Orlando's most popular destinations.  Round trip transportation, meal and beverages included.Time:  7:30 pm - 10 pmCo
p;learns to succeed. The situations in which he finds himself are the same as yours because they are fundamental to the human condition (or
  CEO of a Fortune 500 global corporation.  He will explore the importance of financial leadership and how it can add significant value
e business of health care and with a domino effect on all related industries.  This presentation will holistically outline the cost drivers of
 ll offer insight on the basics of white-collar crime, types of white-collar criminals, and the structure of white-collar criminal conspiracies.&nbsp
ent groups of participants. Major objectives of the roundtable sessions are to provide academics with the opportunity to receive feedback on
 ely actions, confusion, and a lack of accountability. Good information and well-defined decision rights are pillars of business success. This s
 al experience and present tools to analyze the situation and turn the setback into an opportunity for long-term career growth.Session Level:&
bles, and how to create slick charts in a single button click.  Add thousands of subtotals in seconds.  Learn how to apply custom
y and makes organizations more efficient.  The result:  quality products and services—the first time, every time.Session L
 l:  IntermediateSession Track:  Risk Management & OrganizationLearning Objectives:  After the session, attendees
  both paper presentations and roundtable discussions. *  Successful Lean Six Sigma Organizations and their Performance Mea
bles, and how to create slick charts in a single button click.  Add thousands of subtotals in seconds.  Learn how to apply custom
 ; There are very real challenges and threats to leaders and those in leadership positions today.  In this course, we will discuss the cha
efits of Lean, often waste valuable resources, and are unnecessary. Attendees will learn how to Lean an accounting system and partic
atest "hot-buttons" by examining recent SEC enforcement actions, regulatory changes, and trends. This session is ideal for all involved
 the recession.  This session will share techniques and tools that allow attendees to immediately apply and raise their current level of c
  the dance floor following the awards ceremony.  The cost of this event is $95 per person, and you may purchase tickets through onlin
 ity.  Using the company's tradition of storytelling, a Disney leader will share his leadership insights and how he continues the collabora
pact on global capital markets if the US does not adopt IFRSSession Level:  IntermediateSession Track:  Business Performance
  new insight and perspective when facing the big hurdles in their careers and businesses. No matter who you are, there is always someone b
  options:  After 2pm Ticket – Single Park: $50.00This Ticket entitles one (1) guest admission to ONE (1) UOR theme par
  ter operations can increase your membership, member activity, and more. Please attend if you are involved or plan to be involved in your loc
 ssion Track:  Leadership Strategies and EthicsLearning Objectives:  After the session, attendees will be able to:1.  Priorit
or long-term contracts. It may also impact what can be capitalized or expensed. This session will discuss the effects of the proposed S
 inance department can support Lean through adopting Lean accounting, developing a more dynamic performance measurement system, re
d practices to drive the forecasting process to new levels. Attendees will learn how to transform planning and performance manageme
y assurance of XBRL submissions, as well as a demonstration of easy-to-use software. Also discussed will be the difficult footnote tag
sion, attendees will be able to:1.  Apply the COSO framework to internal structure2.  Develop and implement organizational valu
0 per person, and you may purchase tickets through online registration or on Part 2 (Optional Events) of the registration form.  Attenda

 will enable participants to test their Sustainability knowledge. Attendees are encouraged to bring their own laptops since this is a hands-on s
 rs to replicate?  We all have experienced the former or know someone who has.  With Baby Boomers leaving and the new gene
on focuses on YOU!  In order to be able to lead others, you must first be able to lead yourself down the path for success and happines
 he conference, meet other first-timers, and expand your professional network.  Please bring your conference bag obtained at the regis
  chairs, and Jeff Thomson, IMA president and CEO. 
sing energy (most precious gift) on things directly/indirectly aligned with personal mission – what matters most to you.  She will
anding, sales, networking, social media, PR and positioning yourself as the expert are all just part of the puzzle and they do not happen by ac
bsp; Sunday, June 5thSimulation of the Weighting of Balanced Scorecard Metrics based on the Product Life Cycle - Charles J. Pineno, Shen


couraged to share their certification experience with CMA candidates.  In addition to giving an update on the CMA Program, ICMA will
ing our perspective and taking action in a redefined way.  Handouts will help us remember the three-step solution.Session Level:&nbs
 p;the Families of Chair, Sandra Richtermeyer and Chair-elect, Brian McGuire.   The cost of this event is just $10 per person, and you
management oversight and disclosures, internal controls and much more. 
ape industry. After years of phenomenal growth, Lakeridge ranks as Florida’s largest premium winery, and remains a pioneer in the d
tles:  Monday, June 6thCorporate Social Responsibility: An Examination of the Practices in the Retail Industry - Tim Creel, CMA, CPA


ndees to enjoy lunch and engage in a topic of their choice.  If you are interested in participating as a facilitator or have a topic to sugge
ue Planning and Management *  Building Partnerships between Academics and IMA Practice ProfessionalsLearning Objectives:&nbsp
heir growing business information needs. This is a non-technical look at the power of XBRL and how it helps management accountant struct
 nt accountants create cost- and decision-support information for managers and employees who want to understand the interaction of operat
ity.  Sujan Jain, VP of Finance, NetSuite, has been at the forefront of using this technology within the finance organization. He’l
 zations of all sizes and applicable to many industries. Attendees will gain a “vendor neutral” perspective of streng
 ssion Level:  IntermediateSession Track:  Leadership Strategies and EthicsLearning Objectives:  After the session, atten


A Budgeting Game for the Classroom*  Using Case Studies to Teach Future Managers to Handle FraudLearning Objectives:  Af
s.  Learn how to apply custom report formatting with a single click, and to use macros to automate the repetitive aspects of your day-to
behaviors required for success, as well as explore how to leverage communications and create a supportive working environment. The sess
 taken against the fraudster or the company. Also explained will be how internal controls failed to prevent or detect the fraud and how compa

 session leader will also describe how she presented her business case, identified and measured key metrics, and quantified non-finan
  onal journeys and techniques for how others can develop their leadership skills to improve their careers.  The audience will also have
ded.Time:  7:30 pm - 10 pmCost:   $40
ndamental to the human condition (or that of an anthropomorphic dinosaur).Session Level:  OverviewLearning Objectives:  After
 and how it can add significant value to the organization's success, and also discuss some of the characteristics demonstrated by the succes
  holistically outline the cost drivers of health care, impacts on diverse constituencies, and promote a sense of urgency to engage in dialogue
 ite-collar criminal conspiracies.  The speaker will also share how to examine public information, where to look and what to look for, pa
e opportunity to receive feedback on their research projects and to serve as a source for new research ideas and resources. Attending practi
 e pillars of business success. This session identifies the research and reveals leading practices for mitigating the risks associated with poor
 -term career growth.Session Level:  BasicSession Track:  OtherLearning Objectives:  After the session, attendees will be
s.  Learn how to apply custom report formatting with a single click, and to use macros to automate the repetitive aspects of your day-to
 h;the first time, every time.Session Level:  IntermediateSession Track:  Business Performance ManagementLearning Objective
:  After the session, attendees will be able to:1.  List the top three risks for small businesses2.  Summarize the best ways
nizations and their Performance Measurement Systems*  Data Mining for Management Accounting:  Getting Information and Kn
s.  Learn how to apply custom report formatting with a single click, and to use macros to automate the repetitive aspects of your day-to
n this course, we will discuss the challenges to leadership in relation to their ability to create and accomplish goals; why clarification of prioriti
bsp;an accounting system and participate as a strategic partner in a firm’s operations. Attendees will also learn tools to help re
 session is ideal for all involved in SEC reporting, as topics covered will include the latest on XBRL, IFRS, and Public Com
 pply and raise their current level of customer service to a higher level.Session Level:  BasicSession Track:  Business Performan
u may purchase tickets through online registration or on Part 2 (Optional Events) of the registration form.
  and how he continues the collaboration of creativity and sound financial decision-making to make dreams come true at Disney parks.Sessio
 Track:  Business Performance ManagementLearning Objectives:  After the session, attendees will be able to:1.  Underst
 o you are, there is always someone bigger than you presenting a giant obstacle. Paula is no stranger to being the little guy facing a Goliath. A
dmission to ONE (1) UOR theme park after 2pm only.   After 2pm Ticket – Park to Park: $66.00This Ticket entitles
lved or plan to be involved in your local Chapter/Council's leadership.  The workshop will include lunch with IMA’s Global Board
ndees will be able to:1.  Prioritize their day and life2.  Get more done in less time3.  Increase performance in less time4.&
s the effects of the proposed Standard on all types of companies.Session Level:  IntermediateSession Track:  Business P
 rformance measurement system, reducing transactions, and using more creative costing techniques.Session Level: BasicSession Track: St
anning and performance management practices by starting with forecasting.Session Level:  OverviewSession Track:  Business
will be the difficult footnote tagging process.Session Level:  IntermediateSession Track:  Technology EnablementLearning
 p and implement organizational values that reduce risk3.  Explain how organizational structure affects risk
the registration form.  Attendance is limited, so register early. 

wn laptops since this is a hands-on session.Session Level:  IntermediateSession Track:  Business Performance ManagementLe
y Boomers leaving and the new generations taking over their slots, how are you managing their expectationsand your business?  This
n the path for success and happiness on the job and in your personal life.Session Level:  OverviewSession Track:  Leadership
 conference bag obtained at the registration area and plenty of business cards to share with your new business acquaintances!

 matters most to you.  She will also discuss the role of leaders in progressing diversity and inclusion especially on the global stage.&nb
 puzzle and they do not happen by accident.  Having meaning connections that will help you succeed is paramount to success. 
  Life Cycle - Charles J. Pineno, Shenandoah UniversityWhy do Lean Manufacturing Companies use Standard Costing?   Applie


date on the CMA Program, ICMA will present the Examination Awards, the ICMA Board of Regents Chapter Awards and the prestigiou
 ee-step solution.Session Level:  OverviewLearning Objectives:  After the session, attendees will be able to:1.  Reach into
 vent is just $10 per person, and you may purchase tickets through online registration or on Part 2 (Optional Events) of the registration

winery, and remains a pioneer in the development of table and sparkling wines from muscadine and hybrid grapes. Vintage-dated varietals fro
etail Industry - Tim Creel, CMA, CPA, CIA, Tennessee State UniversityUsing Target Mapping to Leverage Fixed Costs and meet Customer N


  a facilitator or have a topic to suggest, please check back for updates on how to participate.
fessionalsLearning Objectives:  After the session, attendees will be able to:1.  Become familiar with the basic elements of reven
 elps management accountant structure their data to meet these goals without getting bogged down in technical details.Session Level:&nbsp
  understand the interaction of operational resources and their costs with enterprise results - ultimately, to make optimal decisions and create
the finance organization. He’ll provide perspective on the latest adoption data, what finance departments need to know to tap this tec
neutral” perspective of strengths and weaknesses in the ability of common enterprise systems to support the preparation of managem
 tives:  After the session, attendees will be able to:1.  Summarize the competencies and skills required to be a successful CFO2


FraudLearning Objectives:  After the session, attendees will be able to:1.  Use abudgeting game in the 2.  Adapt th
e the repetitive aspects of your day-to-day Excel work.  Attendees are encouraged to bring their own laptops since this is a hands-on s
rtive working environment. The session will also discuss the "Five Dysfunctions" of a team.Session Level:  IntermediateS
t or detect the fraud and how companies can protect themselves against similar activity.Session Level:  IntermediateSession Track:&n

 key metrics, and quantified non-financial costs and benefits. Best practices from other companies will be included.Session Level:  Ove
 .  The audience will also have the opportunity to ask their own questions of the panelists.  Bring lots of business cards to exchan

 iewLearning Objectives:  After the session, attendees will be able to:1.  Work toward OK, begin building trust, and prepare for "w
 eristics demonstrated by the successful financial partners with whom he has worked.
 se of urgency to engage in dialogue about reform to create solutions for a complex and growing issue.  
 here to look and what to look for, patterns of inconsistencies and most importantly, point out common elements of all white-collar crimes:&nb
deas and resources. Attending practitioners can obtain insight into the type of projects being pursued by management accounting researcher
gating the risks associated with poor decision rights and information flows.Session Level:  BasicSession Track:  Strategic Cost M
 ; After the session, attendees will be able to:1.  Turn their career setbacks into career opportunities2.  Employ tools to more acc
e the repetitive aspects of your day-to-day Excel work.  Attendees are encouraged to bring their own laptops since this is a hands-on s
 nce ManagementLearning Objectives:  After the session, attendees will be able to:1.  Define what it means to be a Lean organiz
s2.  Summarize the best ways to address small business risk as well as how to properly mitigate these risks3.  Set up an ongoin
 g:  Getting Information and Knowledge Beyond Financial Accounting NumbersLearning Objectives:  After the session, attendee
e the repetitive aspects of your day-to-day Excel work.  Attendees are encouraged to bring their own laptops since this is a hands-on s
plish goals; why clarification of priorities in achieving the company’s mission is so critical; and why enhancing acquisition of critical info
endees will also learn tools to help revitalize your financial information with performance measures aligned with continuous improvement initia
  XBRL, IFRS, and Public Company Accounting Oversight Board (PCAOB) developments.Session Level:  IntermediateSession T
on Track:  Business Performance ManagementLearning Objectives:  After the session, attendees will be able to:1.  Expla

ms come true at Disney parks.Session Level:  OverviewLearning Objectives:  After the session, attendees will be able to:1.&nbs
dees will be able to:1.  Understand the issues facing the United States about whether or not to adopt International Financial Reporting S
 being the little guy facing a Goliath. After this program the audience will reignite that spark and find new energy in taking on new and differen
 rk to Park: $66.00This Ticket entitles one (1) guest admission to BOTH UOR theme parks after 2pm only.
 unch with IMA’s Global Board. All are welcome.
ncrease performance in less time4.  Reduce time on unnecessary interruptions5.  Distinguish between important versus urgent
ateSession Track:  Business Performance ManagementLearning Objectives:  After the session, attendees will be able to:1.&nbs
ession Level: BasicSession Track: Strategic Cost ManagementLearning Objectives:  After the session, attendees will be able to:1.&nbs
 viewSession Track:  Business Performance ManagementLearning Objectives:  After the session, attendees will be able to:1.&n
 sp; Technology EnablementLearning Objectives:  After the session, attendees will be able to:1.  Summarize how to perform a re
 ects risk


usiness Performance ManagementLearning Objectives:  After the session, attendees will be able to:1.  Define the term "sustaina
 tionsand your business?  This session reveals statistics and insights into how companies can embrace the Knowledge Transfer progr
 wSession Track:  Leadership Strategies and EthicsLearning Objectives:  After the session, attendees will be able to:1.  Id
usiness acquaintances!

 n especially on the global stage.  Lastly, Cathy will share a few perspectives that she lives by and thoughts for continued success.Ses
eed is paramount to success.  Author and professional speaker Thom Singer has observed the careers of thousands of professionals
 ndard Costing?   Applied Theory and Proposed Research - Manjunath H.S. Rao, Maharishi University of Management 


 s Chapter Awards and the prestigious Bulloch Award.  Share what should be an excellent dinner with old friends and meet new ones o
 s will be able to:1.  Reach into a new perspective of leadership2.  Risk new actions that bring more positive results3.  Ref
 (Optional Events) of the registration form. 

id grapes. Vintage-dated varietals from hybrids such as Stover and Blanc Du Bois are produced and marketed along with blended and spark
e Fixed Costs and meet Customer Needs - Audrey Taylor, Western Washington UniversityDevelopment of Programs to Recruit, Retain, and



 iliar with the basic elements of revenue management and how they impact the management accountant2.  Understand how the ideas
echnical details.Session Level:  OverviewSession Track:  Business Performance ManagementLearning Objectives:  After
o make optimal decisions and create long-term, sustainable value for their organization.Session Level:  IntermediateSession Track:&n
artments need to know to tap this technology, the benefits of the financial organization and best practices related to adoption.Session Level:&
  support the preparation of management accounting information.Session Level:  IntermediateSession Track:  Technology Enab
 lls required to be a successful CFO2.  Give examples of what makes an effective CFO3.  Point out the challenges faced by CFO


geting game in the 2.  Adapt the game concept to other classroom activities 3.  Identify situations where red flags appear in busi
wn laptops since this is a hands-on session.Session Level:  Intermediate and AdvancedSession Track:  TechnologyLearning Ob
Session Level:  IntermediateSession Track:  Leadership Strategies and EthicsLearning Objectives:  After the session, att
 nbsp; IntermediateSession Track:  Risk Management and Internal ControlsLearning Objectives:  After the session, attendees w

e included.Session Level:  OverviewSession Track:  Strategic Cost ManagementLearning Objectives:  After the session,
Bring lots of business cards to exchange with other attendees as you further grow your professional network.  Men and women are wel

 egin building trust, and prepare for "whatever comes next"2.  Recognize human development, not real estate developme

 nbsp; 
lements of all white-collar crimes:  Fraud triangle.
 management accounting researchers and have the opportunity to share some of their professional experiences in relation to the topics being
ession Track:  Strategic Cost ManagementLearning Objectives:  After the session, attendees will be able to:1.  Help orga
es2.  Employ tools to more accurately analyze a career setback and what it means for one's long-term career3.  Mitigate the neg
wn laptops since this is a hands-on session.Session Level:  Intermediate and AdvancedSession Track:  TechnologyLearning Ob
 e what it means to be a Lean organization2.  Explain the benefits of adopting Lean, particularly those relating to improving organizatio
 hese risks3.  Set up an ongoing risk management program 
 s:  After the session, attendees will be able to:1.  Describe factors affecting the success of Lean Six Sigma implementations2.&
wn laptops since this is a hands-on session.Session Level:  Intermediate and AdvancedSession Track:  TechnologyLearning Ob
y enhancing acquisition of critical information can make or break a leader.In this single course on Leadership, IMA members will define thier
ed with continuous improvement initiatives. Finally, attendees will find out how to clarify decision making with value-stream costing and &ldqu
n Level:  IntermediateSession Track:  Risk Management and Internal ControlsLearning Objectives:  After the session, atte
 ndees will be able to:1.  Explain how everything a business does influences client perceptions2.  Summarize techniques/tools th

sion, attendees will be able to:1.  See the role of finance professionals as collaborators and thought partners2.  Understand the
opt International Financial Reporting Standards (IFRS)2.  Understand  the latest SEC Progress Report on IFRS Work Plan3.&nb
  energy in taking on new and different challenges.  
 ly.
sh between important versus urgent tasks  
sion, attendees will be able to:1.  Summarize the key points of FASB/IASB's proposed Accounting Standard for Revenue from Contrac
sion, attendees will be able to:1.  State the basic principles underlying lean2.  Explain how the finance department supports thos
 ssion, attendees will be able to:1.  Name seven common pitfalls that typically impede the forecasting process2.  List six requirem
nbsp; Summarize how to perform a review and quality assurance of XBRL submissions2.  Explain how to tag footnotes in XBRL3.&nbs



 to:1.  Define the term "sustainability"2.  Summarize why CFOs need to understand how sustainability affects their business3.&nb
  brace the Knowledge Transfer program and maintain business continuity despite unexpected losses.  Join this informative, fast-paced
  attendees will be able to:1.  Identify basic leadership concepts which comprise the "Personal Leadership Difference" that shape our li


  thoughts for continued success.Session Level:  OverviewLearning Objectives:  After the session, attendees will be able to:1.&n
 reers of thousands of professionals and will make you laugh and think about how to navigate today's fast-paced work world in this presentat
 i University of Management 


with old friends and meet new ones on the journey to certification!  The cost for this event is $40 per person, and you may purchase tic
ng more positive results3.  Refuel for maximum productivity  


 rketed along with blended and sparkling wines from native Muscadine grapes. More than 110,000 people are expected to visit the winery an
 t of Programs to Recruit, Retain, and Place Hispanic Accounting Students - Pamela M. Schwer, MBA, MAcc, CMA, Saint Xavier UniversityR



 2.  Understand how the ideas of the capacity analysis can be applied to revenue management3.  Identify emerging topical&nbs
 entLearning Objectives:  After the session, attendees will be able to:1.  Summarize the uses and benefits of XBRL in non-techn
 nbsp; IntermediateSession Track:  Strategic Cost ManagementLearning Objectives:  After the session, attendees will be able to
s related to adoption.Session Level:  IntermediateSession Track:  Risk Management and Internal ControlsLearning Objectives:&
 sion Track:  Technology EnablementLearning Objectives:  After the session, attendees will be able to:1.  Explain how ent
Point out the challenges faced by CFOs today  


ations where red flags appear in business4.  Learn some basic managerial techniques to protect life and assets5.  Apply historic
 rack:  TechnologyLearning Objectives:  After the session, attendees will be able to:1.  Efficiently analyze data in Excel2.&
jectives:  After the session, attendees will be able to:1.  Identify the qualities of an effective leader2.  Achieve mastery of t
 nbsp; After the session, attendees will be able to:1.  Give examples of recent cases of fraud (both misappropriation of assets and frau

Objectives:  After the session, attendees will be able to:1.  Quantify the value of a company's sustainability program2.&nbs
work.  Men and women are welcome in this event.Session Level: OverviewLearning Objectives:  After this session attendees will

elopment, not real estate development, as the key to jobs3.  Build a political base for schools as neighborhood anchors4.&nbsp



eriences in relation to the topics being discussed.Speakers/Titles: Samuel Weaver - Lehigh University:  Mergers and Acqu
es will be able to:1.  Help organizations bring strategy and operational effectiveness to a higher level2.  Identify the principles of
term career3.  Mitigate the negative effects of career setbacks  
rack:  TechnologyLearning Objectives:  After the session, attendees will be able to:1.  Efficiently analyze data in Excel2.&
ose relating to improving organizational consistency and efficiency3.  Implement Lean in an organization  

Lean Six Sigma implementations2.  Articulate the importance of performance measurement systems to Lean Six Sigma managers3.&
 rack:  TechnologyLearning Objectives:  After the session, attendees will be able to:1.  Efficiently analyze data in Excel2.&
rship, IMA members will define thier changing roles and responsibilities, identify their individual leadership style, and learn effective and effici
 with value-stream costing and “plain English” financial statements.Session Level:  IntermediateSession Track:  St
ectives:  After the session, attendees will be able to:1.  Summarize recent developments from the Securities & Exchange C
nbsp; Summarize techniques/tools that companies can use to raise their level of customer service3.  Point out what it takes to be a co

ht partners2.  Understand the unique needs of finance in the creative industry3.  Have a better appreciation of leadership best p
ess Report on IFRS Work Plan3.  Describe major IFRS and US GAAP standards convergences issues and their status4.  Desc
   Standard for Revenue from Contracts with Customers2.  Point how out the proposed Standard will impact how companies report prof
  he finance department supports those principles through lean accounting and more dynamic performance measurement3.  Understan
 ting process2.  List six requirements for building an effective forecasting process3.  Explain how successful forecasting leads to
   how to tag footnotes in XBRL3.  Work with easy-to-use XBRL software  



 tainability affects their business3.  Explain how controlling management data is necessary for business success  
 bsp; Join this informative, fast-paced, and interactive session to learn!Session Level:  IntermediateSession Track:  Business Ma
 dership Difference" that shape our lives as well as our careers2.  Understand how to incorporate these concepts into their leadership


ession, attendees will be able to:1. Evaluate their role in progressing diversity and inclusion and its contribution to their success2.&nbs
st-paced work world in this presentation.



per person, and you may purchase tickets through online registration or on Part 2 (Optional Events) of the registration form. Please not



 le are expected to visit the winery annually, enjoying its extensive tasting room, festivals and gift shop. With an overall production of over 80,
MAcc, CMA, Saint Xavier UniversityReal Options, Master Budget and Inventory Management - Debby Bloom-Hill, UNC Charlotte



  Identify emerging topical  issue areas that are important in management accounting practice4.  Achieve enhanced aware
  s and benefits of XBRL in non-technical terms2.  Employ new ways to communicate information regarding performance measuremen
 the session, attendees will be able to:1.  Summarize the principles, concepts, and constraints that comprise the cost measurement an
 ternal ControlsLearning Objectives:  After this session attendees will be able to:1. Explain the benefits of cloud computing technologie
  be able to:1.  Explain how enterprise system software can support best practices and emerging trends in management accounting2.&



ife and assets5.  Apply historical lessons learned to future endeavors 
p; Efficiently analyze data in Excel2.  Quickly create engaging charts3.  Perform single and multiple criteria lookups4.  Sav
 leader2.  Achieve mastery of the "soft skills" required for successful leadership3.  Summarize ways to create a more supportive
h misappropriation of assets and fraudulent financial reporting)2.  Explain how deficiencies in internal controls can foster or prevent de

mpany's sustainability program2.  Explain some of the difficulties posed by traditional accounting and financial analysis when valuing su
bsp; After this session attendees will be able to:1. Understand the importance of leadership skills in their career growth2. Learn

 nbsp;neighborhood anchors4.  Build a grounded - and effective - grants strategy 



rsity:  Mergers and Acquisitions: Turning Corporate Strategy into Value Enhancing ActionTara Shawver,Ph.D. -  CMAKing
vel2.  Identify the principles of a strategic-focused organization3.  Explain the elements of an integrated model for meeting busin
p; Efficiently analyze data in Excel2.  Quickly create engaging charts3.  Perform single and multiple criteria lookups4.  Sav
nization  

ems to Lean Six Sigma managers3.  Develop performance measurement systems that better support Lean Six Sigma4.  Better
p; Efficiently analyze data in Excel2.  Quickly create engaging charts3.  Perform single and multiple criteria lookups4.  Sav
 ip style, and learn effective and efficient leadership techniques.  They will identify the characteristics of effective leaders, and discuss w
 ntermediateSession Track:  Strategic Cost ManagementLearning Objectives:  After the session, attendees will be able to:1.&nb
  m the Securities & Exchange Commission (SEC)2.  List the latest SEC "hot buttons", based on SEC enforcement actions, comm
 sp; Point out what it takes to be a company that delivers superior customer service  

tter appreciation of leadership best practices from a seasoned professional 
ssues and their status4.  Describe Regulatory Issues regarding global oversight of IFRS5.  Explain the impact on Global Capital
will impact how companies report profits3.  Explain how the proposed Standard will impact what can be capitalized or expensed &
 ce measurement3.  Understand the importance of reducing transactions in a lean organization4.  Understand how to use more
  how successful forecasting leads to better planning and performance management practices  




  iness success  
 eSession Track:  Business Management & OrganizationLearning Objectives:  After the session, attendees will be able to:1
 these concepts into their leadership development in a meaningful way to improve their own personal leadership skills3.  Use these per


s contribution to their success2. Learn a few tips that will help in their own career success3. Think about their contributions in a b




s) of the registration form. Please note seating is limited.



With an overall production of over 80,000 cases, that’s over 960,000 bottles. Lakeridge Wines are sold under the Lakeridge and Laker
oom-Hill, UNC Charlotte



ce4.  Achieve enhanced awareness of skill-building  development models and their applications5.  Gain awareness of new
 egarding performance measurement, business intelligence, planning, reporting, benchmarking, and analytics3.  Apply new tools that c
  comprise the cost measurement and modeling framework2.  Explain how to create a distinct cost measurement model to support ma
nefits of cloud computing technologies for a finance organization and the overall business, relative to on-premise accounting and business ap
 ends in management accounting2.  Make an objective, vendor-neutral assessment of the strengths and weaknesses of common ente




multiple criteria lookups4.  Save 50 hours per year in Excel  
ze ways to create a more supportive working climate and improve communication within and among teams4.  List the "Five Dysfunctio
nal controls can foster or prevent detection of fraud3.  Implement internal controls that can protect against fraud  

 nd financial analysis when valuing sustainability programs3.  Compare and contrast companies that enjoy "best practices" in the area
 in their career growth2. Learn techniques that others have used to strengthen their leadership skills in their careers.3. Begin to




ara Shawver,Ph.D. -  CMAKing’s College: Can Ethics Education Impact Whistleblowing Intentions?L. Murphy Smith, Ph.D., CP
n integrated model for meeting business objectives and growing shareholder value4.  Identify the leading practices to promote strong
multiple criteria lookups4.  Save 50 hours per year in Excel   


port Lean Six Sigma4.  Better understand why Six Sigma is successful by linking different management controls to a package5.&nbsp
multiple criteria lookups4.  Save 50 hours per year in Excel   
cs of effective leaders, and discuss when to lead and when to follow.  In each subsequent course, leadership will be interwoven within
 sion, attendees will be able to:1.  Explain how standard (traditional) costing methods can distort the benefits of Lean2.  Impleme
 on SEC enforcement actions, comment letters, and speeches3.  Name procedures that can help to mitigate the risks of SEC non-com



Explain the impact on Global Capital Markets if the US does not adopt IFRS    
 n be capitalized or expensed  
  Understand how to use more creative costing techniques to value inventory and to make decis
bsp;




e session, attendees will be able to:1.  Describe a Knowledge Transfer program and its imp
dership skills3.  Use these personal leadership skills to differentiat


;Think about their contributions in a broader sense &




e sold under the Lakeridge and Lakeridge Reserve brands wines at the winery and at majo




ions5.  Gain awareness of new technologies and initiatives designed to facilitate communication bet
alytics3.  Apply new tools that can help management accountants better structure their business
 t measurement model to support managers and employees and to overcome the shortfalls for
 premise accounting and business applications2. Create a roadm
hs and weaknesses of common enterprise system software3.  Improve the technology enablement o




ams4.  List the "Five Dysfunctions" that typically afflict business teams&nb
 t against fraud  

hat enjoy "best practices" in the area of sustainability  
 lls in their careers.3. Begin to exercise the techniques to build




 entions?L. Murphy Smith, Ph.D., CPA – Texas A&M Universit
 leading practices to promote strong decision rights and informatio
ement controls to a package5.  Explain what is meant by data mining6.  Explain how data mining can b

, leadership will be interwoven within the fabri
he benefits of Lean2.  Implement a Lean accounting system3.&nbs
 to mitigate the risks of SEC non-compliance4.  Explain how Public Company Accounting Oversight



;
bet



nt o
mining can b



 ht

				
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