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Speaker:

Bob Love
Director of Community Relations
NBA Chicago Bulls

Growing up poor and one of 14 children in rural Louisiana, Bob Love had a dream to play in the NBA. Not able to afford a basketball, Bob nailed a coat hanger to the side of his grandmother's house and used his imagination.

Despite his great success as an athlete, Bob was not able to do something we all take for granted - speak without stuttering. As a child, he dreamed of speaking without a severe stutter; to overcome the long periods where he could not speak at all and not stumble over his words. Forty years later, Bob would realize his dream not only to speak clearly but to become a professional speaker.

As the greatest player ever to wear a Chicago Bulls uniform before Michael Jordan, Bob scored 12,263 points in his marvelous career. A three-time NBA All-Star who averaged 23 points per game over eight seasons, Bob had his jersey retired by the Bulls on January 14, 1994.
 

Speaker:

Loren E. Pennington
Emporia State University
 
 

Loren Pennington of Emporia State University holds degrees in American history including a B.A. from Western Michigan University, an M.A. from Brown University, and a Ph.D. from the University of Michigan. He has been a faculty member at Emporia State University since 1960, and in 1980 was appointed Roe R. Cross Distinguished Professor of History. Since 1992 he has been Roe R. Cross Distinguished Professor of History Emeritus. His teaching specialties have included American Colonial History; American Economic History; World War II; Automobile History; Truman and Eisenhower Presidential History; and Oral History. His research interests and publication topics range from a two-volume work on seventeenth-century English geographer Samuel Purchas to the Twentieth-century Studebaker Corporation.

In addition, Professor Pennington has been heavily involved in various aspects of public history, including radio television programs, and interviews. He has taken part in many public programs for the Kansas Humanities Council, including at least 50 performances playing the role of Kansas Governor Alfred M. Landon. In 1989 he was selected by the Kansas Eisenhower Centennial Committee to play the role of General and President Dwight D. Eisenhower. He has played President Eisenhower at least 70 times.
 

Discussion involves the present and future role of the PCAOB.

Speaker:

Mark West
Deputy Director of Inspections, PCAOB
Denver, CO

 

Mark West started his career in public accounting in 1974 with Arthur Andersen in their Kansas City office. After departing Andersen in 1977, he joined F.B. Kubik & Company, a large local firm in Wichita. Kubik merged with Baird Kurtz & Dobson, now BKD LLP, in 1992.

Throughout his career as auditor, Mr. West served on various audit related committees of the KSCPA, AICPA and EITF. Mr. West was active in the peer review process serving as chairman of the KSCPA Peer Review Committee for seven years, committee member of the AICPA Peer Review Committee for three years and team captain on numerous peer review for over ten years. He is currently a Deputy Director of Inspections and the Small Firm National Coordinator with the Public Company Accounting Oversight Board in Denver, Colorado.
 

This discussion centers around how businesses are impacted by civil lawsuits' compensation. Also, what legislators in various states are doing to reform present tort judicial laws.

Speaker:

Dennis Nabors - Attorney
Montgomery, AL

Dennis Nabors is a partner at Nabors, Belser & DeBray, LLC., located in Montgomery, Alabama. He received his B.S. from the University of South Alabama and obtained his law degree from Samford University. He served two years as the Chief of Staff for the Governor of Alabama. He was also Assistant Attorney General for two years and City Attorney for the City of Montgomery for two years. His accomplishments also include General Counsel and Chief Lobbyist for the Alabama Hospital Association for three years. His client list includes; Northport Health Services, HealthSouth Corporation, Viva HMO, United Healthcare, The Alabama Nursing Board and The Alabama Department of Transportation.
 

"The Second Wave Benefits of XBRL," based on an award-winning article (Lybrand Silver Medal) he published in the December, 2007 edition of Strategic Finance.

The adoption of XBRL as the data standard format for reporting and analyzing filed financial reports is part of XBRL's first wave. The second wave of XBRL benefits should include:

Corporate Operations
     Growth in outsourced accounting
     Consolidation of subsidiaries
     Auditing and financial reporting
     Automated bridges between accounting regimes
     Continuous auditing/assurance
     Continuous (real-time) reporting of financial data
Other XBRL Applications
     Automated corporate tax filing
     XBRL carried as a payload by transactional XMS languages
     Digital rights management
     XBRL-based reporting of projections and nonfinancial metrics

Speaker:

Dr. Brian McGuire
University of Southern Indiana

 

Brian L. McGuire is the Chair of the Department of Accounting and Business Law and Professor of Accounting at the University of Southern Indiana. As of August 1, 2008, he will be the Associate Dean, MBA Director, and Professor of Accounting at the University of Southern Indiana. He has a B.S. from the University of South Alabama, an MBA from the University of South Alabama, and a Ph.D. from the University of Central Florida (major field of concentration in accounting, with additional emphasis in information systems). He is a Certified Public Accountant, a Certified Management Accountant, a Certified Business Manager, and a Certified Information Technology Professional, and he has professional experience in both public and corporate accounting. He has served as an Administrator of a medical center, Director of Corporate Operations of a hospital holding company, and as a consultant in the health care field. In addition, he has consulted numerous medical groups in the areas of accounting, reimbursement, fee schedules, information systems, and office administration. He has also served as a consultant in several other areas, including an Activity-Based Costing Implementation Project, a High Technology Assessment Project, an Community Development Financial Institution Project, and most recently, as an expert witness in a Superior Court case in Indiana.
 

Learn when to choose a particular chart type for your data set. Create stunning charts using Excel 2007's new charting engine. Communicate with SmartArt graphics and data visualizations. Understand why many of Excel's built-in chart types are conducive to chart lies. Go beyond the built-in choices to create charts that don't look like they were created in Excel.

Speaker:

Bill Jelen-MrExcel
Akron, OH

Bill Jelen is the host of MrExcel.com and the author of 18 books on Microsoft Excel including Special Editition Excel, Excel for Marketing Managers and Guerilla Data Analysis Using Microsoft Excel. He has made over 60 guest appearances on TV's Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. His daily video podcast Learn Excel from MrExcel is a top 50 tech video podcast on iTunes. Bill will entertain you while showing you the powerful tricks in Excel. Before founding MrExcel.com in 1998, Jelen spent 12 years "in the trenches", as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly help company. Since then, his company automate Excel reports for hundreds of clients around the world. The website answers over 30,000 questions a year - for free - for readers all over the world.
 

This discussion will include the key elements of using an LLC as an effective business structure along with a comparison with other business forms to demonstrate the reason that an LLC is known as the elegant entity. This discussion also addresses the advantages of an LLC along with key tips about using this form of entity to capitalize upon the tax flexibility of this structure over traditional entity forms.

Speaker:

Gary Brown, CPA
Georgetown, TX

Owner of a full service boutique CPA firm based in Georgetown specializing in tax, accounting, and business management services, Gary Brown has over 30 years experience working with small businesses and high net worth individuals. His background also includes experience in Chief Financial Officer and senior management positions with such businesses as Astec International LTD (acquired by Emerson Electric), Ralston Purina, Ford Motor Company, Honeywell, and Texas Instruments.

In addition to the services above, he also provides audit services for small businesses, non-profits, and governmental entities at both the state and city levels. His firm is also a member of the AICPA Governmental Audit Quality Center and Private Company Practice Sections.

Professionally, he is a member of the AICPA, state CPA societies in Texas, Illinois, and Colorado, has recently been named a member of the Board of Directors for the Texas Association of CPAs, is a member of the Association of Certified Fraud Examiners, and belongs to various other national accounting and tax associations. He is licensed in Texas, and Illinois as a Certified Public Accountant and is registered to perform audits and other accounting work in California.
 

This session will demonstrate how to apply and implement quality concepts into accounting and finance processes. Examples relating to prevention, internal failure, appraisal and external failure as they relate to accounting functions will be illustrated. Metrics useful for assessment of accounting and financial processes will also be presented and applied to a balanced scorecard template. Attendees will have a template they can take with them and apply to their own work environment.

Speaker:

Dr. Sandy Richtermeyer
Xavier University
 

Sandra Richtermeyer is Chair and Associate Professor of Accountancy at Xavier University in Cincinnati, Ohio. She received her Ph.D. and MBA from the University of Colorado at Boulder, her M.S. in Information Systems from the University of Colorado at Denver, and her B.S. from the University of Wyoming. Prior to joining Xavier University, she was an Associate Professor at the University of Wyoming. Her teaching interests are in corporate governance, managerial and nonprofit accounting and accounting information systems. She is actively involved in many roles with the Institute of Management Accountants (IMA) and currently serves as the National Chair of External and Member Relations and on the governance committee of the national IMA board.

Learn more tricks for Excel useful in performing audits. Learn several ways to find duplicates or a unique list of values. Create stratifications, look for outliers, and pull random samples. You will walk through more detailed case studies where you will need to combine several Excel techniques in order to create a solution.

Speaker:

Bill Jelen-MrExcel
Akron, OH

 

Bill Jelen is the host of MrExcel.com and the author of 18 books on Microsoft Excel including Special Editition Excel, Excel for Marketing Managers and Guerilla Data Analysis Using Microsoft Excel. He has made over 60 guest appearances on TV's Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. His daily video podcast Learn Excel from MrExcel is a top 50 tech video podcast on iTunes. Bill will entertain you while showing you the powerful tricks in Excel. Before founding MrExcel.com in 1998, Jelen spent 12 years "in the trenches", as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly help company. Since then, his company automate Excel reports for hundreds of clients around the world. The website answers over 30,000 questions a year - for free - for readers all over the world.
 

This will be a motivational speech regarding bouncing back from an accounting mistake or flawed accounting situation.

Speaker:

John Gillespie
COO, Communication Concepts
Ft. Worth, TX

Following his graduation from the University of Missouri he began his business career with Mobil Oil. In 1975 he started his first of many companies which he operated for 23 years in the Oil Industry, Major Appliances and Marketing/Advertising Agency arenas of business. For the past eight years John has served as the Executive Director of Roaring Lambs in Dallas.

Recognized by many industry boards for his dedicated service, John is also active in civic affairs. He currently serves as Chairman of the Board of Directors of Bent Tree Counseling Center. He is also the former President of American Corporation for Charity and Research. He has taught many seminars, bible studies in churches and business over the pasty 35 years.

John and his wife Billie, have two married sons and five grandchildren. They attend Reunion Church in Dallas.
 

In simple terms, the mortgage meltdown of late 2007 and early 2008 can be blamed on excessive greed. But this explanation may be too simple. In particular, other precipitating causes for the meltdown have been suggested, some causes obvious and others more obscure. This presentation will sort through the various aspects of yet one more financial disaster to be endured and overcome, and will target the good and the bad, especially the heroes and the villains. While much of this is both fascinating and discouraging at the same time, the goal at this point, and the goal of the presentation, is to learn as much as possible regarding what went wrong in order to prevent a similar meltdown from occurring again any time soon. As will be emphasized in the presentation, accountants have a major role to play in improving the mortgage process.

Speaker:

Dr. Robert Owens
Missouri State University
 

Robert Owens, Ph.D., MBA, BBA, is a professor in the Finance and General Business department at Missouri State University. In addition to the numerous published papers in academic and professional journals, Robert currently chairs the MSU College of Business Administration Retention Committee, and serves on the MSU Finance and General Business Department Scholarship and Awards Committee. Robert is also the current President of the MSU College of Business Administration chapter of Beta Gamma Sigma, the honor society for collegiate schools of business.
 

Taught exclusively in Excel 2007, this seminar shows off all the new features in Excel 2007. Learn how to easily navigate the ribbon interface. See new pivot table features, better filtering, sorting by color and communicate with SmartArt. Use Data Visualizations to bring boring tables of numbers to life. Understand the implications of the new file format and how you can share data with others using older versions of Excel.

Speaker:

Bill Jelen-MrExcel
Ak, OH

 

Bill Jelen is the host of MrExcel.com and the author of 18 books on Microsoft Excel including Special Editition Excel, Excel for Marketing Managers and Guerilla Data Analysis Using Microsoft Excel. He has made over 60 guest appearances on TV's Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. His daily video podcast Learn Excel from MrExcel is a top 50 tech video podcast on iTunes. Bill will entertain you while showing you the powerful tricks in Excel. Before founding MrExcel.com in 1998, Jelen spent 12 years "in the trenches", as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly help company. Since then, his company automate Excel reports for hundreds of clients around the world. The website answers over 30,000 questions a year - for free - for readers all over the world. Jelen joins us from Akron, Ohio.
 

Speakers:

Greg Henslee
CEO and Co-President
O'Reilly Auto Parts

Greg Henslee has been an O'Reilly team member for 23 years. Greg's O'Reilly career started as a parts specialist, and during his first five years he served in several positions, including district manager. From there he advanced to Computer Operations Manager, and over the past ten years, he has served as Director of Computer Operations/Loss Prevention, VP of Store Operations and as Senior Vice President. He has been president of Merchandise, Distribution, Information Systems and Loss Prevention since 1999, and in his current positions of Chief Executive Officer and Co-President since 2005.

Thomas McFall
Executive Vice President of Finance & CFO
O'Reilly Auto Parts

Thomas McFall has been an O'Reilly team member since 2006. Thomas' primary areas of responsibility are Finance and Accounting. Prior to joining O'Reilly, Thomas held the position of CFO - Midwest Operation for CSK Auto Corporation, following their acquisition of Murray's Discount Auto Stores. He served eight years as Controller, VP of Finance and Chief Financial Officer, with direct responsibility for finance and accounting, distribution and logistics operations. Prior to joining Murray's, Thomas was an Audit Manager with Ernst & Young, LLP in Detroit, Michigan.
 

Ethics lapses are rarely committed by someone who wakes up one morning and says, "Today, I think I will break the law and cause the demise of my employers." On the contrary, it occurs one small step at a time, until it cannot be undone without significant adverse repercussions. Yet, many discussions and presentations about ethics focus on rules, regulations and legal interpretations. Wayne's approach is far more organic, focusing on the individual, the environment, the law and their interrelationship.

Speaker:

Wayne Winter
University of Missouri, St. Louis, MO

Wayne received his B.S.B.A., J.D. and L.L.M. from Washington University in St. Louis. He has been a practicing attorney and is a member of the Missouri Bar Association. He has taught in the College of Business Administration at the University of Missouri, St. Louis, since 1973, teaching business law, ethics and public policy to both undergraduate and graduate students.
 

Regulatory and Legislative Initiatives Regarding 401k Fee Disclosure and the Status of High Profile 401k Fiduciary Breach Litigation

Recent legislative and regulatory initiatives have increased the focus on 401k plan fees, disclosures to employees, and liability for investment selections/oversight. As the new rules and laws go into effect, many plan sponsors will find themselves in an uncomfortable position: having to disclose fees that are too high and investment oversight that is insufficient. This course outlines the most significant components of these issues and steps that might be taken now to avoid difficulties after the regulations take effect. The course will also include a brief status report on current high-profile fiduciary breach litigation including the DOL's amicus brief filed in support of the plaintiffs that are suing the John Deere/Fidelity fiduciaries.

Speaker:

Randy Cloud
President, Cloud Neff Management, LLC
Tulsa, OK
 

Randy Cloud is the originial founder of CNM and is responsible for investment management of all CNM client assets, investment policy decisions, audit review, and client training. Randy is a nationally known investment fiduciary and educator. He authored CNM's first NASBA accredited fiduciary education program in 1991 and has since published training materials for other groups including the foundation for Fiduciary Studies (FFS). His commentary and research are frequently quoted in the media and was also widely cited in congressional testimony regarding abusive fee and pricing practices of current 401k vendors. His professional experience includes managing mutual funds, collective funds, and separate accounts, as well as service on the Practice Standards Board of the FFS and membership in the Revere Coalition (a non-profit fiduciary "think tank" with national membership and over $60 billion in ERISA assets.)
 

Midwest Economic Report
I.  Current Economic Conditions as Reported in the Beige Book of the Federal Reserve.
     A.  Districts 7 - 11 including Chicago, St. Louis,  Memphis, Kansas City, Little Rock
         Dallas and Minneapolis.
     B.  Where we've been helps define where we're going.
     C.  The best and worst areas in the Midwest economically speaking.
II.  The Business Barometer as reported in the Chicago Report by Kingsbury International.
     A.  Is the economy stalled, falling or beginning to recover?
     B.  Jobs, jobs, jobs.
     C.  Historically speaking.
III.  Concluding thoughts
     A.  Macro vs. Micro economic scope, are they mutually exclusive?
     B.  Politics, elections and other economic trend altering forces.
     C.  Regardless, the U.S. is still on top!

Speaker:

Gary Marble
President, Associated Industries of Missouri

Mr. Marble joined Associated Industries of Missouri (June 2002) as President after serving four terms in the Missouri House of Representatives for the 130th district. During his tenure in the legislature, he was actively engaged in a wide range of business issues. Mr. Marble served as a member of the following committee: Energy and Environment; Critical Issues, Consumer Protection and Housing; Fiscal Review and Government Reform; and Commerce and Economic Development.

Mr. Marble received an associate of Applied Science in Management degree from Crowder College and attended Missouri Southern State College where he received a Bachelor of Science in Business Administration degree in 1989.

Between visits to AIM members and other businesses throughout the state, Mr. Marble has applied himself to developing a business friendly environment in Missouri for job creation and training as well as assisting manufacturers in becoming more productive and profitable.
 

Janet believes stress is a major factor in the concerns facing us in today's world. Our relationships, our work, our leisure, and our health are all affected by the way we manage the stressors we face. Janet uses traditional talk therapy, positive psychology, relaxation, hypnosis, and Healing Touch to help people identify the strengths they already have that will help them through life, and develop new skills to deal with the tougher times. Her specialties include managing stress, changing habits, personal growth, pain reduction, managing weight, and tobacco cessation.

Speaker:

Janet Webb
St. Luke's
St. Louis, MO
 

Janet Webb has been a counselor over 20 years. After completing her Masters Degree at the University of Missouri-Kansas City she has provided counseling services for individuals, couples, and families in a mental health agency, EAP program, and private office.
 

It is no secret that Health Information Technology (HIT) lags far behind other industries. HIT promises improved patient safety, quality of care and reduced cost. In 2004, President Bush called for a nationwide Electronic Health Record (EHR) by 2014. Parallel efforts are underway in both the public and private sector to make this dream a reality. This session will explain the advances and progress toward that objective, along with a prognosis for the future.

Speaker:

Dan Cobb
HealthMEDX
Springfield, MO
 

One of the founders of HealthMEDX, Dan Cobb has more than 25 years of experience in the Long-Term Care and Home Care information systems business. He is a frequent speaker at national conferences and contributor to trade journals. His technical expertise is applied to advancing the HealthMEDX product roadmap, responsible for product innovation, research and development.

He currently serves on the board for the National Association for the Support of Long-Term Care (NASL) and is active in the NASL IT subcommittee. He is also vice-chairman of the board for the Community Alliance for Compassionate Care at the End of Life. He has served on a Health and Human Services Techical Expert Panel on technology in Long Term Care. He represents HealthMEDX on the American Health Care Association (AHCA) HIT committee, Center for Aging Services Technologies (CAST), the Home Care Information Technology Council (HITC), the National Council for Prescription Drug Programs (NCPDP), and the American Telemedicine Association (ATA). He also serves on several advisory boards for local universities.

Speaker:

Bill Miller
Kirkpatrick, Phillips & Miller CPAs

Bill Miller is a shareholder with Kirkpatrick, Phillips & Miller CPAs, the largest locally owned CPA firm in southwest Missouri. Bill entered public accounting in 1976 and he specializes in taxation - individual and corporate, retirement plans & distribution, estate planning, auto dealerships, professional services firms and investments. Bill grew up in Springfield and attended Missouri State University. Bill is active in the community and most recently served as President of the Board for the Discovery Center.
 

Steve will discuss and analyze pronouncements of the SEC, FASB and IASB made during the last 12 months. Both enacted and pending changes will be discussed. Enacted guidance to be discussed and analyzed include changes in the governance of the standard setting bodies, the decision by the SEC to accept IFRS-based financial statements from foreign registrants, changes to accounting for business combinations, changes to pension accounting, and the new GAAP Hierachy. Pending changes to be discussed include proposed changes to the conceptual framework, financial statement presentation, lease accounting, and revenue recognition.

Speaker:

Steve Moehrle, Ph.D.
Associate Professor of Accounting
University of Missouri - St. Louis

Steve received his Ph.D. from Indiana University in 1998 and has served on the faculties at the University of California, Irvine, the University of Southern California, and the university of Missouri - St. Louis. Steve has won several teaching and research awards including the 2007 University of Missouri St. Louis Chancellor's Award for Teaching Excellence and the 2003 MSCPA Outstanding Educator. Steve has published articles in academic outlets such as The Accounting Review, Accounting Horizons, Research in Accounting Regulation, the Journal of Accounting and the Public Interest, the Journal of Accountancy, the CPA Journal, and the Financial Analysts' Journal. He also co-authored "The CPA Profession: Opportunities, Responsibilities, and Services", which is published by the American Institute of CPAs.
 

Steve will demonstrate over the Internet how the Washington State Transportation Improvement Board manages agency performance using its innovative data dashboard. Real world examples will be given of how the TIB was slated for elimination by the Senate Transportation Chairman and its programs were nearly 100 percent over-allocated. In 2001, a new management team used performance data to breathe life back into the programs, establishing a strong fiscal position and restoring legislative support. The session will identify key metrics used to solve problems and improve business practices. Several practical examples of performance-based budgeting will also be shown.

Speaker:

Stevan Gorcester
Olympia, WA

Steve Gorcester serves as the Executive Director of the Washington State Transportation Improvement Board where he is responsible for managing over $400 million in grant obligations to city and county transportation projects. He used performance management to drive recovery of an agency that has allocated nearly twice its funding capacity to far too many projects. He now speaks nationally on government performance management, particularly the use of software dashboards. Steve is a graduate of the University of Washington.
 

This conference conversation will be over "Current Issues in the Law - The Last Year" and will cover new cases and legislation from the last year.

Materials will be provided; however, there will not be a pop quiz!

Speaker:

Janis Prewitt Auner
Attorney
Springfield, MO

Janis Prewitt Auner is a business attorney and Assistant Professor of Management at Drury University. She is from Springfield and is a 1989 law graduate of the University of Missouri. Since that time she has practiced employment and business law in this area. Beginning at the law firm of Woolsey, Fisher, Whiteaker and McDonald and currently teaching and advising business clients with her husband, Tom Auner.

Missing this session might make you famous one day - Like Enron or Arthur Anderson. This session includes important information about the risk avoidance and cost reduction benefits of having a document management strategy in place. Learn about common problems present in every organization and practical direction on how to simply and quickly improve your document management situation.  This session provides insight into technological advances, an update on recent changes in the legal view of electronic records and real world examples of how companies large and small solve this common problem.

Speaker:

John Kelly Tripp
Vice President
DataServ, LLC
 

Kelly's role at DataServ is to streamline operations in this fast growing provider of innovative Electronic Document Management solutions. His deep accounting/finance experience and recognized expertise in business shared services management makes Kelly a valued resource as client companies learn to embrace the benefits of superior quality electronic solutions for their paper problems.

Prior to his position at DataServ, Kelly was Director of General Accounting and Financial Reporting at Reuters (the Global News Company) where he directed process design activities for Reuters' award winning global business shared services center that recently opened in Bangalore, India. Kelly has also held a variety of senior finance positions at Bausch & Lomb, Chiron Vision, Kraft Foodservice and Motorola. 
 

The past several years have been characterized as a period of great change in the accounting and financial reporting requirements for state and local governments and independent school districts. What are the current issues facing government finance officers and will the next few years also be remembered as a period of rapid change in accounting and financial reporting standards for state and local government?

Speaker:

Joel Sander
Finance Officer, County Clerk's Office
Tulsa, OK

Joel has a Masters in Business Administration from Oklahoma State University, a Masters in Public Administration from the University of Oklahoma and is a C.P.A. and C.M.A. He is currently pursuing an Ed.D in Higher Education Administration from Oklahoma State University.

Joel is a Past President of the Kiwanis Club of Tulsa and Institute of Management Accountants-Tulsa Chapter. He also serves as Manpower Chairman of the Miss Oklahoma Scholarship Pageant.

Joel serves as an adjunct professor at OSU-Tulsa and NSU-Broken Arrow. He teaches two sections of governmental/not-for-profit accounting and teaches a seminar on governmental budgeting. Joel is a trustee at Oklahoma State University-Tulsa.