AGA Philadelphia Chapter Professional Development Conference - Late Registrations Accepted - Please call Dennis Zawacki at 215-861-8576 

The  49th annual Professional Development Conference (PDC) to be held at the Renaissance Philadelphia Hotel Airport (formally the Radisson Airport Hotel) 500 Stevens Drive, Lester, Pennsylvania on Friday, May 11, 2007.  We once again have a wide variety of workshops to select from to earn 8 CPE credits.  For only $100 for members and $150 for non-members, it's one of the better CPE bargains around.  Fee includes luncheon. 

Depending on the workshops you attend, you will qualify for CPE hours in Taxation, Accounting/ Auditing, or Professional Development.  The State Boards of Pennsylvania (sponsor number PX-000052-L) and New Jersey (sponsor number 20CE00054700) have granted us approval as program sponsors to assign continuing professional education credits.  No prerequisites or advance preparation is required.  Level of knowledge is core.  Teaching method is lecture and group discussion.  The program level is overview.  For record keeping and administrative purposes, the Philadelphia Chapter, Association of Government Accountants, serves as the program sponsor.

Dress is business casual

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 AGENDA

 

7:00 - 8:00 AM   Registration
8:00 - 9:40 AM  Workshop Session I
9:40 - 10:00 AM          Morning Break
10:00 - 11:40 AM          Workshop Session II
11:40AM - 1:00 PM Luncheon
1:00 PM - 2:40 PM Workshop Session III
2:40 PM - 3:00 PM Afternoon Break
3:00 PM - 4:40 PM Workshop Session IV
4:40 PM Adjourn

Register below by selecting the workshops you would like to attend for each session below:

Professional Development Conference Registration Form

First Name:

Street Address:

State:

Email Address:

Last Name:

City:

Zip Code:

Daytime Phone:

Session  I  8:00 - 9:40 AM  (Select One Workshop)
Session I - Workshop A (Click to Select) 

Speaker: Karl Dahlberg, CFE, CISA, CPA - Professor, Rutgers University

Topic: : PCAOB AS No. 4 - Reporting on Whether a Previously Reported Material Weakness Continues to Exist.  This presentation will identify when conditions for the engagement have been met and how to plan the engagement, when the work of others can be used, how to obtain evidence and written representations, form the conclusion and report, and communicate with the audit committee.

CPE Credits: 2 – Accounting and Auditing

 Session I - Workshop B (Click to Select)

Speaker: Alfio L. (“Al”) Brindisi , CPA,  Brindisi Tax Academy

Topic:  Tax Fraud (Part I) - This session will include a review of tax fraud law, penalties, and recent tax cases.

CPE Credits: 2 - Taxation
Session I - Workshop C (Click to Select) Session Full

Speaker:  Heather Keister, GAO

Topic: The Revised Yellow Book - This course will cover the recent approved revisions to the yellow book as well as the deferred revisions that will be released this year to be effective at the beginning of next year.

CPE Credits: 2 –  Accounting and Auditing

 

 Session I - Workshop D (Click to Select) 

Speaker: Bill Turpin, Office of Labor Racketeering

Topic: Labor Racketeering and Workers Compensation Fraud - The presentation will discuss the duties and responsibilities of the IG’s Office.  It will provide an overview of current trends and fraud indicators in Labor Racketeering and Workers Compensation Fraud Investigations.

CPE Credits: 2  - Professional Development

Session  II  10:00 -11:40 AM  (Select One Workshop)

Session II - Workshop A (Click to Select)  Session Full

Speaker: Brian Carroll, CPA, Special Counsel, Securities Exchange Commission

Topic:  The Role of the Auditor in Federal Securities Regulation - This course will generally examine an auditor’s obligations under Generally Accepted Auditing Standards, federal securities statutes and SEC rules and regulations when auditing federal securities.  It will also compare certain auditing obligations under federal securities regulation with government auditor obligations.

CPE Credits: 2 - Accounting and Auditing

Session II - Workshop B (Click to Select)

Speaker: Alfio L. (“Al”) Brindisi , CPA,  Brindisi Tax Academy  

Topic:  Tax Fraud (Part II) - This session will include a review of tax fraud law, penalties, and recent tax cases.

CPE Credits: 2 - Taxation
Session II - Workshop C (Click to Select)  Session Full

Speaker: Pam Baker, CPA, Barbacane Thornton

 Topic: Government Accounting Standards Board (GASB) Update - This session will include a discussion of the latest changes in Government Accounting Standards and the impact to accountants and auditors in their work.

CPE Credits: 2 Accounting and Auditing

 Session II - Workshop D (Click to Select) 

Speaker: Edward “Ted” Brown III, CBCP

Topic: : Linking Sarbanes-Oxley and Business Continuity Planning (BCP) -  BCP is a discipline subject to audit under Sarbanes-Oxley for publicly traded companies and under GASB-34 and Federal regulations for various government and financial institutions..  In case of disasters, BCP is critical to maintain operations.  Furthermore, the “customers” are more in need of your services at time of a regional disaster.  This session will cover terminology, solutions, and an actual checklist to conduct a BCP audit.

CPE Credits: 2 -  Accounting and Auditing

Session III  1:00 -2:40 PM  (Select One Workshop)
Session III - Workshop A  Session Full

Speaker: Walt Bayer, CPA, SSA

Topic: Payroll Internal Controls and Employee Verification – This presentation will focus on the background of the Social Security Administration’s programs, assignment of social security numbers, earnings and payroll issues, employee verification programs, and audit ideas. 

CPE Credits: 2 - Accounting and Auditing

 Session III - Workshop B (Click to Select)

Speaker: Rich Furlong, Stakeholder Liaison, IRS Small Business/Self-Employed Division

Topic: The Tax Gap and Its Impact on Tax Administration – Learn the IRS analysis of the Tax Gap of over $300 billion (difference between what taxpayers should pay and amount actually paid), legislative proposals being considered, and IRS administration of the Bank Secrecy Act in the areas of Foreign Bank Account Reporting and cash payments over $10,000 received by businesses. 

CPE Credits: 2 - Taxation  

Session III - Workshop C   Session Full

Speaker: Gary Sternberg, EPA and Bob Coyle, CPA, DOL OIG

Topic: Applying GAS Standards in Report Writing – This presentation will address how to write audit reports while adhering to performance and attestation standards as well as financial standards.

CPE Credits: 2  - Accounting and Auditing

Session III - Workshop D (Click to Select) 

Speaker: Jim Gillard, Economic Analyst and District Liaison, Federal Reserve

Topic: The Regional Marketplace in the Next 10 Years – Long term trends in the Philadelphia area will be covered with the first part comparing  Philadelphia with the nation and other metropolitan areas while the second will look at the parts of the region that are driving our growth and the parts lagging behind. 

CPE Credits: 2 - Professional Development

Session IV  3:00 -4:40 PM  (Select One Workshop)
Session IV - Workshop A   Session Full

Speaker: Tracy Katz, DOL-OIG

Topic: FISMA – IT Security – This presentation will provide an overview of the Federal Information Security management Act (FISMA) and how one agency implements its requirements during the audit process.

CPE Credits: 2 - Accounting and Auditing

 Session IV - Workshop B (Click to Select)

Speaker: Rich Furlong, Stakeholder Liaison, IRS Small Business/Self-Employed Division

Topic:  Employee vs. Independent Contractor - Take an in-depth look at factors IRS considers when determining if a worker should be properly classified as employee or independent contractor.  Materials from IRS training manuals and Audit Technique Guides will be discussed along with “common law” rules, statutory employees, & safe harbor relief that may be available for misclassifications.

CPE Credits: 2 - Taxation

Session IV - Workshop C (Click to Select) Session Full

Speaker: Jo Ann Samuels, CCP; Kelly Gallagher, CPA; Patrick Higgins, CPA - DCAA

Topic: Executive Compensation Basics -  Topic: Executive Compensation Basics – The “how to” of market pricing executives will be explained including generally accepted compensation practices, the role of the FAR in determining reasonable compensation levels, and the use of compensation surveys.  The WorldatWork certification process will be reviewed along with current trends and the impact of FAS 123(R)

CPE Credits: 2 - Accounting and Auditing

 Session IV - Workshop D (Click to Select)

Speaker:  Norman Jackson, Deputy Regional Director, DOL –EBSA-Phila. Region

Topic: Employee Benefits Security Administration (ESBA) - This discussion will focus on the U.S. DoL’s EBSA’s general responsibilities towards taxpayers in the private sector, strategies used to enforce various civil and criminal laws under EBSA’s purview, and an overview of EBSA’s Philadelphia Regional Office.

CPE Credits -  2 - Professional Development  

Agency or Firm:

Membership (Select One):

AGA Member ($100.00)

OR

Non-Member ($150.00)

OR

Invited Guest or Speaker (Free)

Questions?? If you need to cancel your registration, just send us an email - We will be happy to refund 100% of your registration fee if your request is received 72 hours prior to the start of the event.

email - agaphiladelphia@comcast.net

or call Dennis Zawacki at 215-861-8576, Paul Sager (215) 686-1149 or Vince Gallo at (215)  814-5773

If you make an error or wish to change any information, just register again!  We'll only use the most recent registration information for each individual.

 

Luncheon Selection (choose one):

Chicken Cardinale 

Pasta Primavera Alfredo (vegetarian)

Will not attend luncheon

 

Payment Method (select one):

Check:     

OR

Sponsored by your Agency or Firm:  

OR

Invited Guest or Speaker:
 

Sorry, we cannot accept credit cards.  Please mail your check or Agency payment authorization form (for billing purposes) to the address below.  Be sure to include the name of each registrant on the check or payment authorization form.

Mailing address: 
Association of Government Accountants
Philadelphia Chapter
PO Box 17584
Philadelphia, PA 19105-7584

 Call Dennis Zawacki at 215-861-8576 for late registration.

(See Cautionary Statement Below)

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CAUTIONARY STATEMENT:  Government Auditing Standards require CPE credits to directly enhance the auditor's ability to perform audits.  The GAO has specifically identified taxation as training that does NOT meet the bi-annual 80 hour CPE requirement unless the training directly enhances the auditor's professional proficiency to perform audits and/or attestation engagements (e.g. taxation would probably qualify as CPE for IRS employees).  Refer to the GAO website for more information: http://www.gao.gov/govaud/cpeamend.htm.  We cannot be responsible for CPE that is not accepted by individual Government Agencies based on the type of work that is performed by the auditor.