Emerging leadersCertificate program

201420142014

16 CPE HOURS

July 23 Hotel nikko San Francisco July 24 Westin Los Angeles 201420142014July 23 Hotel nikko San Francisco 20142014July 24 Westin Los Angeles 201420142014July 23 Hotel nikko San Francisco 20142014July 24 Westin Los Angeles 2014 Aug. 20 Chapter-based

Follow-up Workshop

The CalCPA Emerging Leaders Certificate Program provides a forum to develop critical leadership skills with a network of your peers while you gain exposure to leaders in the profession. You’ll start with a full-day regional conference focused on broad areas of leadership, followed by a full-day chapter-based workshop, designed to develop you—the emerging leader. During this two-day program, you’ll delve into pertinent leadership development areas needed to accelerate and elevate your career, including personal leadership fundamentals, navigating the multi-generational workforce, effective decision making and more. Plus, with chapter workshop sizes ranging from 10 to 20 CalCPA members, you have the unique opportunity to share and discuss experiences in an intimate and trusting setting.

Designed for: CPAs licensed for 0 to 5 years.

Credit Information:

CPE: 1 hour (technical)

15 hours (non-technical)

FR: 1 hour

Prerequisites: None

CONFERENCE OVERVIEW

HOTEL INFORMATION:

JULY 23 HOTEL NIKKO SAN FRANCISCO

222 Mason St.San Francisco, CA 94102

JULY 24 WESTIN LOS ANGELES AIRPORT

5400 W. Century Blvd.Los Angeles, CA 90045

Welcome and Introductions

It’s 2030. Where is Your Company? Where are You?

Break

Preventing and Detecting Fraud as a Leader in Your Workplace

Networking Luncheon (provided)

What are Your Leadership Values?

Break

How to Think Like a Leader (Panel)

Adjourn

AGENDA {AT-A-GLANCE}

08:30

08:35

11:35

12:35

02:15

02:25

04:30

10:35

10:45

Day One July 23 San Francisco | July 24 Los Angeles

Welcome and Introductions

Successfully Navigating the Multi-generational Workforce

Break

Personal Leadership Fundamentals

Lunch (provided)

Effective Decision Making

Break

Perfecting Your Professional Profile:Speed Mentoring

Adjourn

08:30

08:45

11:35

12:35

02:15

02:25

04:30

09:45

09:55

Day TwoAug. 20 Chapter-based Follow-up Workshop

AGENDAAT A GLANCE

Welcome and Introductions

It’s 2030. Where is Your Company? Where are You?You may not know what the future holds, but Rebecca Ryan will share an interdisciplinary look at global trends designed to help you plan for success. Become a forward-thinking leader by setting personal goals that fit into the rapidly changing business landscape. Plus, you’ll discuss how you can build a futurist attitude toward goal setting and strategic planning in your workplace.

Rebecca RyanAuthor, Econmonist and FuturistNext Generation Consulting, Inc.

{Break}

Detecting Fraud as a Leader in Your WorkplaceOver the last decade CPAs have become increasingly responsible for detecting fraud without necessarily receiving formal training. Hear from the front lines about how to detect fraud to protect your organization and your clients.

Charles A. Burak, CPA, ABV, CFF, CVA, CFEPartnerGlenn, Dawson & Burak LLP

{Networking Lunch–provided}

What are Your Leadership Values? Explore practical approaches to model effective, value-based leadership at work and as a CalCPA member. Using research-based leadership principles from the best-selling book, The Leadership Challenge, as a backdrop, you will take a deep dive into what effective value-based leadership looks like for you.

Dr. Steven W. SwaffordBalance Warrior + CEOLeadership Outfitters, LLC

{Break}

Panel: How to Think Like a Leader Some leaders are born and other leaders are made. Hear from CPA leaders about what it takes to be a successful leader. Panelists will describe their own paths to the top and what you can do to get yourself on a similar track.

Adjourn

08:30

08:35

10:45

11:35

02:15

12:35

Day One July 23 San Francisco | July 24 Los Angeles

10:35 02:25

04:30

SESSIONDETAILS

Welcome and Introductions

Successfully Navigating the Multi-generational WorkforceWith three generations in our workforce, it is critical that you understand generational differences in order to capitalize on the strengths of each generation. In this session, you will learn how to respond to your current work environment, communicate and interact successfully with other generations and how to use this to increase your success as a leader in the workplace.

Stephanie Polon Director of Talent AcquisitionBDO USA LLP

{Break}

Personal Leadership FundamentalsYou may laugh at the interview question, “Where do you see yourself in five years?,” but having vision, goals and action steps are necessary for personal and career growth. During this session you will learn leadership theories, tools and techniques that will help you set action steps to get you on your path to success. You will also learn how to enhance leadership effectiveness and efficiency within your organization.

Amber P. Setter, CPA, MAProfessional Coach and Leadership ConsultantIntention Setter

{Lunch–provided}

Effective Decision Making Making great decisions is not about being a genius, it is about knowing thinking tricks and avoiding thinking traps. In this session, you will gain and appreciation for short-term vs. long-term decision making; get past the cognitive traps such as stereotypes; and come to grips with the role of values in decision making. Finally, you will focus on how to frame decision for others to maximize decision

Todd Dewett, Ph.D.PresidentTVA Inc.

{Break}

Perfecting Your Professional Profile: Speed MentoringTake a glimpse at your own professional profile. During this session you’ll have the opportunity to discuss your goals with mentors from your chapter. Ask questions about career goals, personal development, leadership and get feedback from the individuals who know your profession, your community and your CalCPA chapter.

Adjourn

08:30

08:45

09:55

11:35

02:15

12:35

Day Two Aug. 20 Chapter-based Follow-up Workshop

09:45

02:25

04:30

Staff Training for Accounting and Auditing: BasicAug. 20-22 Los Angeles AirportAug. 25-27 San Francisco Peninsula

Staff Training for Accounting and Auditing: Semi-SeniorSept. 29-Oct. 1 San Francisco PeninsulaOct. 20-22 Los Angeles Airport

Staff Training for Accounting and Auditing: Beginning-in-ChargeNov. 3-5 San Francisco PeninsulaNov. 17-19 Los Angeles Airport

Staff Training for Accounting and Auditing: SupervisoryDec. 1-3 Los Angeles AirportDec. 8-10 San Francisco Peninsula

Staff Tax Training: Individuals (Form 1040)Oct. 27-29 San Francisco PeninsulaNov. 3-5 Burbank Area

Staff Tax Training: S Corporations (Form 1120S)Nov. 17-18 San Francisco PeninsulaDec. 15-16 Burbank Area

Staff Tax Training: Partnerships and LLCs (Form 1065)Dec. 1-2 San Francisco PeninsulaJan. 8-9 Burbank Area

STAFF TRAININGLay the foundation of your staff members’ professional development. These comprehensive, multi-day trainings will ensure that your staff has the skills to maximize productivity, profi tability and commitment to the fi rm.

Learn more and register today at calcpa.org/StaffTraining.

ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066

Phone (800) 922-5272Fax (888) 868-8558Web calcpa.org

Event PricingMember $199

Conference RegistrationJuly 23Hotel Nikko San FranciscoEvent Code 5142195A

July 24Westin Los Angeles AirportEvent Code 5142195B

Discount ProgramsSave hundreds with Value-Priced Education (VPE) and Coupons.

VPE 80 $1,295 CalCPA MemberVPE 40 $795 CalCPA MemberVPE 24 $675 CalCPA MemberCoupon 10 $2,495 CalCPA Member

Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount

Materials for this conference are provided in PDF format. You will receive an email that contains a link for accessing

the materials at least three days before the conference.

Registration PolicyAll registrations are taken on a first-come, first-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.

Cancellation PolicyIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.

VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.

Note: Topics and speakers are subject to change.For up-to-date information, please go to calcpa.org

CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a

sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.

REGISTRATION INFORMATIONREGISTER ONLINE calcpa.org/ELCPSTAFF TRAINING