WEDNESDAY, MAY 16
12:30pm-12:50pm
1. Welcome and Opening Remarks by the Chairman of the Board of Directors, Gregory Anton
a. Elected Member of Council Vacancy from Connecticut – October 2012
b. Approval of the Minutes of the 2011 Fall Meeting of Council/ Annual Members’ Meeting
12:50pm-2:20pm
2. Report from the President and CEO, Barry Melancon
2:20pm-2:40pm Refreshment Break – Grand Ballroom Foyer – Lower Level
2:40pm-4:10pm
3. Panel on Current Issues and the Future of Audits of Public Companies
Moderator: Barry Melancon
Panelists: Joseph Adams, Managing Partner and CEO - McGladrey LLP
Charles Allen, CEO - Crowe Horwath LLP
Wayne Berson, Atlantic Assurance Leader - BDO USA, LLP
William Freda, Vice Chairman and Senior Partner-Deloitte LLP
Lou Grabowsky, COO - Grant Thornton, LLP
Jean Hobby, Assurance Technology, Entertainment and Health Industry Leader - PwC U.S.
Steve Howe, Managing Partner - Ernst & Young
John Veihmeyer, Chairman and CEO - KPMG LLP
4:10pm-4:25pm
4. Speaker – Karen Mills, Administrator-U.S. Small Business Administration
4:25pm-5:30pm
5. Panel on What We Need to Do to Stimulate the Economy
Moderator:
S. Scott Voynich, Managing Partner- Robinson, Grimes & Company, P.C.
Panelists:
Governor Terry Branstad (R-IA)
Senator Bob Graham (D-FL)
Timothy Christen, CEO - Baker Tilley Virchow Krause, LLP
Traci Lynn, CEO and Founder - Traci Lynn Fashion Jewelry
Neal Spencer, CEO - BKD, LLP
5:30pm
Adjournment of Wednesday Session
THURSDAY, MAY 17
9:30am-9:45am
6. Welcome and Opening Remarks by the Chairman of the Board of Directors, Gregory Anton
9:45am-10:55am
7. Panel on Implications of Horizons 2025 on Young CPAs’ Careers
Moderator: Ernest Almonte, Chief Visionary Officer-Almonte Group LLC
Panelists: Gerardo Godinez, Business Assurance Senior Manager - Moss Adams, LLP
Dan Griffiths, Co-Founder - Proficio Services Group
Jamie McCoy, Senior Manager - Jay & Associates, PC
Kemberly Washington, Professor - Dillard University
Deetra Watson, Audit Manager - Blackman & Sloop, CPAs, P.A.
10:55am-11:15am
Refreshment Break – Grand Ballroom Foyer – Lower Level
11:15am-11:30am
8. Speaker – Douglas Shulman, IRS Commissioner
11:30am-12:15pm
9. Speaker – David Walker, Founder, President and CEO, Comeback America Initiative
12:15pm-1:45pm
10. Luncheon – Capitol Ballroom – Lower Level
Recognizing AICPA Past Chairmen/Chairs of the Board of Directors
Profession’s Core Values Sustaining Us Throughout History, Robert Bunting, Chairman of Moss Adams, LLP,
2004-2005 Chairman of the AICPA Board of Directors
1:45pm-1:55pm
Transition to the Grand Ballroom
1:55pm-3:00pm
11. Speaker – George Colony, Founder and CEO - Forrester Research
3:00pm-3:20pm
Refreshment Break – Grand Ballroom Foyer – Lower Level
3:20pm-5:00pm
12. Speakers and Panel on the Future of Financial and Business Reporting from a Standards-Setting and Regulatory Perspective
Speakers:
James Doty, Chairman - PCAOB
Troy Paredes, SEC Commissioner
Moderator: Kathryn Byrne, Partner - WeiserMazars, LLP
Panelists: Paul Druckman, CEO - International Integrated Reporting Council
Ian MacIntosh, Vice Chairman - International Accounting Standards Board
Arnold Schilder, Chairman - International Auditing and Assurance Standards Board
Leslie Seidman, Chairman - Financial Accounting Standards Board
5:00pm-5:15pm
13. Town Hall Meeting
Gregory Anton, Chairman of the Board of Directors
Barry Melancon, President and CEO
5:15pm Adjournment of Thursday Session
FRIDAY, MAY 18
8:45am-9:00am
14. Opening Remarks by the Chairman of the Board of Directors, Gregory Anton
9:00am-9:35am
15. Report from the Pathways Commission - William Ezzell, Commissioner of the Pathways Commission
9:35am-9:50am
16. Speaker – Janice Eberly, Assistant Secretary of Economic Policy, U.S. Department of the Treasury
9:50am-11:00am
17. Panel on Rebooting Business
Moderator: Darren Gersh, Washington Bureau Chief -“Nightly Business Report”
Panelists:
Brad Dickerson, CFO-Under Armour, Inc.
Priyan Fernando, Executive Vice President-American Express Global Business Services
Kenneth Kelly, Senior Vice President and Controller-McCormick
11:00am-11:30am
18. Report on Operations
a. Interim Financial Statements
b. Approval of the Budget for 2012-2013
Tommye Barie, Chair-Finance Committee
Anthony Pugliese, Senior Vice President-Finance, Operations and Membership
11:30am-12:50pm Luncheon – Capitol Ballroom – Lower Level
12:50pm-1:00pm Transition to Grand Ballroom
1:00pm-2:30pm 19. Speaker – Geoffrey Moore, Venture Partner-Mohr Davidow Ventures
2:30pm-2:45pm 20. Closing Remarks by the Chairman of the Board of Directors
Gregory Anton
2:45pm Adjournment of 125th Anniversary/2012 Spring Meeting of Council