aicpa conference - cpas on second life · a world of exquisite gardens, award-winning restaurants,...

The AICPA Information

Technology Conference

JUNE 15-17, 2009BellagioLas Vegas, NV

AICPA conference

888.777.7077

www.cpa2biz.com/conferences

You can’t afford to miss the 29th year of experts, insights and innovations!

Deep Dive Workshops Pre-conference: Sunday, June 14th• Managed & Outsourced Services • Business Intelligence • SharePoint • ExcelPost-conference: Wednesday, June 17th• QuickBooks • IT Security

DON’T MISS!• In-depth analyses of the top

technologies for 2009• Best practices: Doing More With Less• New insights from your

favorite speakers • 23+ CPE credits

Register by 5/4/09SAVE $75!

Hotel Reservation Cut-Off Date:5/13/09Increase

yourIT ROI!

Conference Agenda

2Register by 5/4/09 SAVE $75!

Connect with experts and colleagues and learn to do more with less in a challenging economic environment. Now in its 29th year, the 2009 AICPA TECH+ Conference is the leading industry event dedicated to the technology solutions and innovations that help CPAs enhance productivity, meet regulatory guidelines, recruit new talent, diversify and grow their businesses.

As the economy continues to struggle, this is a must-attend event for practitioners and technologists seeking streamlined operations and a competitive advantage. Once again, the agenda is packed with:

• Insightful speaker presentations• Hands-on training sessions• Best practice panels• Cutting-edge technology products

The broad selection of concurrent sessions led by leading industry experts and CITP faculty advisers allows you to tailor a schedule most relevant to your industry segment or practice area. Plus, there are numerous Deep Dive workshops being offered before and after

the main conference program to strengthen your technical skills.

NATIONALLY RENOWNED SPEAKERS –Back by popular demand, favorite speakers, including Randy Johnston, Dr. Bob Spencer, Gary Boomer, David Cieslak and Rick Richardson will be presenting topics critical to your business.

NETWORKING HAS NEVER BEEN EASIERThe conference provides invaluable opportunities to connect with colleagues from across the country and gain real world perspectives on how your peers are meeting challenges similar to your own. Check the schedule for a great selection of receptions, entertainment options and other events that will help you build your personal network.

WHO SHOULD ATTEND CPAs in public practice, business and industry or consulting, as well as IT staff and consultants, CIOs, directors of technology, vendors, CFOs, partners and managers who supervise IT staff.

THE BELLAGIOWelcome to the crown jewel of Las Vegas. The Bellagio sets a new standard for luxury accommodations and fi rst-class service. Immerse yourself in a world of exquisite gardens, award-winning restaurants, luxurious spa services, dazzling casinos and extraordinary entertainment. Business and pleasure come together for an unforgettable experience at the Bellagio. For more information, visit www.bellagio.com or call 888.987.8686.

HOT TOPICS: Project risk analysis & response planning IT security – staying current & constant Managing technology consulting contracts Data quality and auditability in business reporting Balancing IT Cost Reductions and Risks Blogging, Podcasts & Social Media

RECOMMENDED CPE CREDIT: 23 (main), up to 8 (optional)

THE AICPA INFORMATION TECHNOLOGY CONFERENCE

3For more information CALL 888.777.7077 VISIT www.cpa2biz.com

These sessions highlight the technology initiatives that are most likely to affect the business marketplace and the field of financial management over the next 12 to 18 months.

SUNDAY, JUNE 14 – PRE-CONFERENCE DEEP DIVE WORKSHOPS 12:00 pm - 6:00 pm Registration and Message Center Open1:00 pm - 5:00 pm Deep Dive Workshops (additional fee)Select One 101 BEST PRACTICES IN MANAGED SERVICES AND BUSINESS PROCESS BMODeep Dive Tim Shortsleeve, CPA.CITP, Partner, Bonn, Shortsleeve, Rochester, NYWorkshop Tim Trueblood, Chief Technology Officer, ExtraDev, Inc., Rochester, NY

Managed services and business processes come in many forms. All firms are not created equal and all have unique requirements when managing company data and information services. Join Tim Shortsleeve and Tim Trueblood for a hands on seminar reviewing how technology services can help your firm streamline your business process. Implemented properly managed services can mean more time to manage your business and your money! Learn:• What service offerings are available today and how to define what managed services are• How to ask the right questions when selecting a technology services provider• How to create business processes that dovetails with your technology services• What new technologies are available to help create an efficient and seamless technology services• How the same services can be an added value for your customers too

102 XBRL GLOBAL LEDGER = EASY DATA INTEGRATION FOR THE CPA SKAEric Cohen, PricewaterhouseCoopers LLP, Rochester, NYWant to be able to take financial and transactional data coming from any accounting or ERP system – or outside service – and import, integrate, query and consolidate them without having to involve IT? The XBRL Global Ledger is an international standard designed for that exact purpose. In this workshop, learn how YOU can use the XBRL Global Ledger to integrate data from disparate systems, small and large, and hear about the opportunities made possible – and actualized – through standardization and simplification. The Global Ledger is from XBRL International – the folks who developed the separate standard which the SEC has said will revolutionize business reporting.

The Global Ledger is an international standard that makes sharing detailed data between accounting systems possible for non-programmers. Come learn the benefits you (and your clients) can realize by using XBRL GL including:• How the Global Ledger is the generic, holistic representation of business data from the first

business document through end financial/managerial reporting • How the Global Ledger can help overcome the challenges of integrating business information • How XBRL GL enables non-programmers to easily map data to and from existing systems

103 MICROSOFT SHAREPOINT SKAAsh Bonebrake, MCSE, CCNA, CNA, CISA, Managing Partner, Watkins IT, Bethesda, MDCome see how accounting firms are leveraging Microsoft SharePoint. We will look into how you can use Microsoft SharePoint to work with your clients and improve your firm’s internal operations. A few examples of what we will cover:• Engagement management • Business intelligence• Knowledge management • Firm management

104 MICROSOFT EXCEL SKAWill Fleenor, CPA, Ph.D., Chief Financial Officer, K2 Enterprises, Hammond, LAExcel 2007 dramatically changes the way users create and work with spreadsheets. New features such as the Ribbon interface, improved graphics capabilities, new mathematical functions, greatly increased worksheet dimensions, and XML-based data files offer significant opportunities for increased productivity – but only for those who are prepared to take advantage of these opportunities. This session is designed to prepare users for the most significant upgrade to Microsoft’s standard-setting Excel spreadsheet application in over a decade.

5:00 pm - 6:00 pm 105 IT ROUNDTABLES – TOP TRENDS, TOP ISSUES, TOP SOLUTIONSJoin us to network with your peers and discuss the top technology initiatives of 2009 and how they will impact your organization. Participate in one of the roundtable discussions on such topics as Privacy Management, Secure Data File Exchange, Business Intelligence/Application and Data Integration, Business Process Improvement/ Workflow/Process Exception Alerts, Document Management, Electronic Data Retention Strategies, and more!

6:00 pm - 7:00 pm Welcome Reception

Conference Agenda


FIELDS OF STUDY: A-ACCOUNTING AU-AUDITING BMO-BUSINESS MANAGEMENT & ORGANIZATION CS-COMPUTER SCIENCE PD-PERSONAL DEVELOPMENT SKA-SPECIALIZED KNOWLEDGE & APPLICATION T-TAX

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MONDAY, JUNE 15 – MAIN CONFERENCE – DAY ONE7:00 am - 6:00 pm Registration and Message Center Open7:00 am - 8:00 am Continental Breakfast 8:00 am - 8:10 am Welcome Remarks8:10 am - 8:30 am General Session

1 OVERVIEW OF AICPA TOP TECHNOLOGIES SKADavid Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CAThe AICPA’s Top Technology Initiatives list is intended to help CPAs and financial management professionals navigate the divergent opinions and hype surrounding technology, and focus their attention and resources on the initiatives with the most significant implications for their customers, clients and organizations. This session will introduce the 2009 Top Technology Initiatives and highlight how these technologies will impact practitioners in the months ahead.

8:30 am - 10:10 am General Session2 TECH UPDATE 2009 SKARandy Johnston, Executive Vice President, Network Management Group, Inc. & K2 Enterprises, Hutchinson, KSThere have been a tremendous number of hardware and architecture changes this year from servers to workstations, as well as new innovations in peripheral devices like mice and keyboards. Learn the latest on buying strategies and determining exactly what your business needs in order to not be left behind!• Learn about the latest hardware and software• Understand the major trends in technology that affect accounting• Gain insights about the direction you should take

10:10 am -10:40 am Refreshment Break and Vendor Display10:40 am - 11:55 am Vendor Showcases or Concurrent Sessions Select One Showcases are specifically designed for those who use technology, recommend technology Vendor Showcase or or approve payment for technology whether in industry, consulting or public practice. Concurrent Session The showcase sessions highlight product advancements and innovations from leading developers

of accounting-related technology. You’ll leave with a solid understanding of new solutions that can improve your company’s and/or clients’ efficiency, productivity and profitability. This is an excellent opportunity to meet and question the vendors and network with peers using or considering these technologies.

3 SHOWCASE FOR CONSULTINGPeyton Burch, CPA, Director – Partner Programs, Deltek, Houston, TX

4 SHOWCASE FOR BUSINESS & INDUSTRYDan Moldover, Manager, Product Development Accounting, AOL, LLC, Sterling, VAChaim Yudkowsky, Chief Information Officer, American Israel Public Affairs Committee, Washington, DC

5 SHOWCASE FOR CPA FIRMSGreg LaFollette, CPA.CITP, Executive Editor, The Progressive Accountant, Sioux Falls, SD

11:55 am - 1:00 pm Lunch




1:00 pm - 1:50 pm General SessionL1 CPAS AND THE VIRTUAL WORLD OF SECOND LIFE SKATom Hood, CPA.CITP, President & CEO, Maryland Association of CPAs, Towson, MDByron Patrick, CPA.CITP, MCSE, CEO, Hosted Solutions, Inc., Baltimore, MDAre you virtual yet? Gartner Group predicts virtual worlds will be mainstream within five years. The Maryland Association of CPAs has broken new ground with real training and meetings in the virtual world called 2nd Life. Life’s a beach on CPA Island as the MACPA holds networking events for young professionals, CPE and other events. Come learn about this exciting new technology and practical applications to take back with you. Participants will learn:• What a virtual world is and how it can be used for “real work”• Learn why over 200 educational institutions have set up virtual campuses in 2nd Life• Experience a demonstration of practical applications you can use• See special guest appearances during the presentation

2:00 pm - 2:50 pm Concurrent Sessions Select One 6 CREATING A PROJECT RISK ANALYSIS AND RESPONSE PLAN BMOConcurrent Session Ed Kless, Senior Director, Partner Development and Strategy, Sage Software, Allen, TX

Believe it or not, you are hired because of risk. Yet, very few technical professionals spend time documenting or planning a risk response. At this session you will learn all about risk and why it is crucial to the success of your engagements. Attendees will receive a risk planning document and will learn:• The definition and elements of risk • Three ways to categorize risk• The three levels of risk tolerance • The four way to respond to risks

7 ADOBE ACROBAT – WHAT’S NEW SKADr. Bob Spencer, CCP, CDP, CNE, MCP, MSA, Ph.D., Twenty Seconds in the Future & K2 Enterprises, Gulf Breeze, FLAccountants are spending as much time working with PDF files today as they do spreadsheets. This update session will review or introduce the new features for Acrobat 9 as well as tools and tips accountants need to know for working with PDF files. We will demonstrate how to create custom stamps (tick marks), how to add a register tape to a PDF, how to quickly and automatically generate simple office forms, how to electronically sign a PDF, and how to make a PDF secure from common tampering. Bring your questions, as well as your own tricks to share, to one of the most fun and informative sessions at the conference.

8 IT SECURITY UPDATE SKA David Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CAIT security threats are constantly evolving, so an organization’s response must evolve as well to stay ahead of the game. This session explores current security threats and discusses how the latest products and technologies can be applied to help practically and effectively combat these threats. Topics include: • Security suites • Managed services• Sharing confidential data • Digital tokens and other authentication technologies• Protecting data on hard drives, thumb drives and other mobile devices

9 WEB 2.0/eCRM/eMONEY VERSION 2 SKA Michael Simon Bodner, Ph.D., CIO, Sr. Partner, Quantum Information Technologies, LLC, Ann Arbor, MIAnother year has passed and the momentum of Web 2.0 is growing. More and more vendors are arriving and the benefits of “software as a service” are becoming more evident to users around the world. This session will present the current state of the art and inform attendees as to what is available now and what is soon to come. Areas to be covered will be:• The current state of the Web 2.0 world • eCRM – salesforce and the SaaS players • SaaS in the accounting software world • eMoney and the future of Web based commerce

10 SHRINKING PLATFORMS – TINY LAPTOPS, Eee PC, iPHONE, BLACKBERRY – WHAT’S A CPA TO DO? SKA Jim Bourke, CPA.CITP, Partner, WithumSmith+Brown, Red Bank, NJ Over time our profession has seen deployment and utilization of all sorts and sizes of technology.

In today’s fast-paced world, requiring an almost instantaneous response, it made perfect sense to shrink the devices that are used to communicate with our clients and business associates. In this session, Jim will give an overview of the shrinking platform, focusing on those devices that are right for the CPA. He’ll also highlight some tools and applications that were specifically built to cater to these smaller devices.

Conference Agenda



2:50 pm - 3:15 pm Refreshment Break and Vendor Display3:15 pm - 4:30 pm Concurrent Sessions Select One 11 MICROSOFT OUTLOOK – WHAT’S NEW SKAConcurrent Session Brent Goodfellow, CPA.CITP, MCSE, MCSA, MCT, Managing Partner, OneTech, LLC,

Hillsboro, ORThe 2007 Microsoft Office Suite, released late in 2006, came with a completely new user interface and new capabilities “under the hood.” During this session, we’ll review these improvements and discuss their application to the practice of public accounting. You’ll learn new methods of configuring Microsoft Outlook to manage your busy life.

12 MAKING MORE MONEY IN YOUR CONSULTING PRACTICE SKATaylor Macdonald, Vice President Channels – Americas, Promethean Inc., NEEDS City and StateHow can you thrive not just survive in these tough economic times? If you sell software it is likely that you are selling less software than ever before so how can you make up for fewer sales? The answer is to concentrate on building a consulting practice built on profitability and cash flow. This session will focus on:• How to understand and quantify the most profitable opportunities in your customer base• How to profit from value pricing, fixed fee and pay for results consulting engagements• How to drive more profitability from your consulting staff• How to spend less time on unprofitable engagements• How five simple changes in the way you run your practice will make you more money

This session will answer these questions and many more.

13 HOW TO MANAGE YOUR TECHNOLOGY CONSULTING CONTRACTS SKA Angela Martin, President, Angela Martin Training and Consulting, Grapevine, TXBad economic times have come before and consultants have survived, and even thrived, by adjusting to the market conditions. The idea that tough economic conditions keep companies from using external consultants is not always true. Many times organizations need more, not less, consulting help. For this reason, it is important for consultants to look at the downturn in the economy as having potential for new clients and services. Don’t assume your services are not needed, but ask yourself, “How can I structure my services in order to help potential clients see my value – even in this economy?” This session will answer these questions and many more.

14 BUSINESS INTELLIGENCE IT PRIMER FOR THE CPA XXXDonny Shimamoto, CPA.CITP, Managing Director, IntrapriseTechKnowlogies LLC,Honolulu, HIDo all the technical terms and jargon related to business intelligence (BI) have your head spinning? This session provides an overview of the concepts, technologies, and techniques used in business intelligence projects from a CPA/business analyst’s perspective. Attendeeswill learn key terms and technologies associated with enterprise BI initiatives so that you can talk intelligently about BI with your IT counterparts. Also learn the basics of business data modeling and other techniques used to communicate business requirements to IT analysts – don’t let them overwhelm you with tech speak. Attend this session and scare them with your “business intelligence.”

15 THE NEXT GENERATION ACCOUNTING FIRM BMO M. Darren Root, CPA.CITP, President, Rootworks LLC, Bloomington, IN During this event, you will learn how to identify qualities or characteristics that make you or your firm distinct from competition. We will be discussing how to focus your practice on the deliverable

services in which your firm has core competencies. We will discuss eight essential elements to communicating your service offerings to clients and prospects. This session will end with a “rubber meets the road” approach on how to deliver your service offerings effectively using the latest tools and technologies. Learn how to: • Define your service offerings• Communicate your service offerings • Deliver your service offerings

4:30 pm - 4:45 pm Change Break

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Atlanta, GA




4:45 pm - 6:00 pm Concurrent Sessions Select One 16 THE IMPACT OF ACCOUNTABILITY ON CHANGE MANAGEMENT BMOConcurrent Session Gary Boomer, CPA.CITP, CEO, Boomer Consulting, Inc., Manhattan, KS

Culture, change and trust are all impacted by accountability. Technology is the accelerator. Learn what your peers are doing in the way of IT investment, training, increasing trust and holding everyone accountable in order to improve their culture. Change management has multiple levels. Learn the level at which your firm should be operating. We will demonstrate a system of accountability that is simple, easy to use and increases accountability at all levels in the firm while reducing management time.

17 CIO/EXECUTIVE IT MANAGEMENT IN CPA FIRMS BMO Peter Henley, CPA.CITP, CIO, Clark Nuber PS, Bellevue, WA

This session will provide IT technicians a clear path to IT executive. Learn proven methods to provide greater value to your firm or company (and your career) as you move beyond fixing things to strategic thinking and decision making. You’ll return home with models, formulas and ideas that you can put to work immediately:• The executive role • Moving from tactical to strategic thinking• Planning, design, procurement • Managing operations and teams• Decision models

18 NEW OPTIONS FOR BACKUP SKARandy Johnston, Executive Vice President, Network Management Group, Inc. & K2 Enterprises, Hutchinson, KS“As long as you have your data, we can recover everything else.” How many times have you or your organization gone to your backup only to find it bad or missing? This session steps you through the new alternatives for keeping your data safe: Backup appliances with complete virtualization capability; internet backup; continuous data protection (CDP); backup to hard drive, and occasionally to alternate media like tape or optical. If you are still using the classic 10 tape rotation scheme, you are likely to have records retention problems, too. Attend this session to understand the best options for your firm:• Understand alternative methods of backup • See the risks of backing up the way you do today• Learn the best strategy for preserving your organization’s data

19 OBTAINING ORGANIZATIONAL INSIGHT THROUGH BUSINESS PROCESS MANAGEMENT BMO Chris Spivey, Vice President, Business Process & Project Leadership Services, MIS Group, Dallas, TX

It’s very often said “what gets measured gets managed.” How it gets managed is a question not so often asked. Without an understanding of the organization’s processes and the strategic, cultural and technical contexts they operate in, the result often becomes “what gets measured gets mangled.” This session will explore frameworks, models and examples for aligning process, technology, strategy and measurement that provide a connection for evaluating an organization from a process, financial, cultural and technology perspective. Join us to learn the similarities and differences of Business Process Management and Business Project Management, the confirming and contrasting organizational insights that each provides, and how to turn those insights into competitive advantage.

4:45 pm - 6:00 pm 20 SO YOUR NEW CLIENT USES QUICKBOOKS® – NOW WHAT? SKAAmy Vetter, CPA.CITP, Advanced Certified QuickBooks ProAdvisor, MBA, Executive Director, Technology In A Box, LLC, Weston, FLWe all acquire clients that have destroyed their record keeping because QuickBooks was not set up properly from the beginning or they were not properly trained. Although QuickBooks is designed for end users, it takes a professional to set it up and advise their clients on utilizing the system and technology correctly. This session will take you through the steps of setting up your client’s QuickBooks file the right way the first time, or starting a new QuickBooks file if the existing data would take longer to recover than scrap. Some of the topics this course will cover will be:• Keep the file or scrap it! • Closing tasks• Setting up user permissions and closing the file! • Entering open transactions • Deleting transactions from a file your are going to keep• Documents you will need to request from your client to begin a new file• Utilizing Intuit’s Client Data Review tool to finish the set-up process

6:00 pm - 8:00 pm Gold Sponsor Reception

Conference Agenda



TUESDAY, JUNE 16 – MAIN CONFERENCE – DAY TWO6:30 am - 6:00 pm Registration and Message Center Open6:30 am - 8:00 am Continental Breakfast and Exhibit Hall Open7:00 am - 7:50 am Early Riser Sessions Select One 21 TAKE YOUR MAC TO WORK SKAEarly Riser Session Dr. Bob Spencer, CCP, CDP, CNE, MCP, MSA, Ph.D., Twenty Seconds in the Future & K2

Enterprises, Gulf Breeze, FL Yes, you can use a Mac at work Alice, the rabbit said. This session will focus on using a Mac OS X-based computer in a PC-driven world and how to run your Windows Applications on the Mac OS. With as many as 1 in 10 computers bought today being an Apple, chances are very good these machines will make their way into business as never before. What are the differences? How do you run Windows-only based solutions on a Mac, and what are the most important tricks and tips you need to know?

22 CREATING PERFORMANCE ACHIEVEMENT SYSTEMS BMO Tim Shortsleeve, CPA.CITP, Partner, Bonn, Shortsleeve, Rochester, NY Are most performance appraisal systems effective? Imagine if everyone in your organization

predictably hit their production targets and had exemplary technical and professional skills, what would be the result?

In this highly interactive session we will discuss the three must-have components of any employee performance achievement system. Come learn how to develop a system of evaluating your employees that is beneficial to the employee, the reviewer and the organization as a whole.

23 IFRS: THE IMPLICATIONS FROM A TECHNOLOGY IMPACT AND FINANCIAL SYSTEMS PERSPECTIVE A, AU

Gianluca Garbellotto, President and CEO, Iphix, City, StateGetting ready for IFRS means going beyond training needs analysis and identification of the convergence process requirements from an accounting perspective. You need to look at your systems to see if they are set up to deliver the data that will be necessary to support adopting IFRS. They may require modification, upgrading or replacement.

When your company or clients adopt IFRS, will the legacy systems provide all of the information that is needed? How can you most effectively prepare and benefit from systems and processes that enable more than just compliance? In this session you will learn: • How to identify internal and external data sources that must be migrated, and assess required

enhancements to legacy systems • How the chart of accounts and other files may need to change based on differences between

IFRS and US GAAP • How to analyze the reconciliation process between sub-ledgers and the GL and tools to help

in reconciliation • How to cope with financial information requirements due to IFRS transition • How XBRL and especially XBRL GL can help you identify changes to support new

disclosure requirements

24 TRANSFORMING THE ACCOUNTING SERVICES CLIENT PRACTICE AREA SKAErik Asgeirsson, TITLE, CPA2biz, New York, NYThe reemergence of web-based technology has the potential to completely transform the accounting services practice area for most firms. Through case studies and marketplace data, learn how firms are leveraging web-based technology to standardize bill management, write-up, controllership, and CFO advisory services for clients, and more importantly, how this inefficient but necessary client practice area is becoming increasingly strategic and profitable for firms.

7:50 am - 8:00 am Change Break8:00 am - 9:00 am General Session

25 PREPARING FOR THE SUBPOENA – FEDERAL GUIDELINES FOR e-DISCOVERYRandy Kahn, President & CEO, Kahn Consulting

Randolph A. Kahn, Esq.Randolph A. Kahn, Esq., is an internationally recognized authority on the legal, compliance and policy issues of business information, electronic records, e-business processes, and information technology. As the principal of Kahn Consulting Inc., Mr. Kahn advises corporate counsels, information management and information

technology professionals in both government and corporate institutions on policy issues related tothe management of digital information and electronic records.




9:00 am - 9:10 am Change Break9:10 am - 10:00 am Concurrent Sessions Select One 26 DATA INTEGRATION AND ETL FOR THE CPA SKA Concurrent Session Chris Spivey, Vice President, Business Process & Project Leadership Services, MIS Group,

Dallas, TXThis session will discuss the basic business data modeling and design principles that CPAs need to know to be able to work effectively with their IT department or consultants and intelligently discuss data issues. It will also explore various options for data integration including the risks and advantages of each, including an introduction to the Extract-Transform-Load (ETL) methods commonly used to move data from one system to another. Discussions will include:• The value of a layered approach to integration • Performance considerations for integration• The characteristics of an effective ETL architecture • Internal control and auditability• An overview of both the open source and commercially available ETL tools will conclude

the session.

27 E-MAIL MANAGEMENT – TAKE BACK YOUR LIFE! SKAAngela Martin, President, Angela Martin Training and Consulting, Grapevine, TX, Dallas, TX4 email addresses, 16 blogs, 18 subscribed to sites, 4 social networks, and a partridge in a pear tree! Sometime the ability to have information at our fingertips actually becomes the problem. How to do I take my life back. This session will give you some proven techniques to capture your personal time as your own again, and manage your technology to work for you, instead of you being a slave to it.

28 GOOGLE – MORE THAN A SEARCH ENGINE SKA Will Fleenor, CPA, Ph.D., Chief Financial Officer, K2 Enterprises, Hammond, LA Google, the developer of the ubiquitous search engine, offers a full suite of business applications available for use free via the web. The applications include e-mail and sharable calendars

with access from mobile devices, public or private web sites for team activities or document libraries, Office-compatible document, spreadsheet, and presentation creation and modification, real-time sharing of documents for collaborative processes, and many useful ancillary business applications. But how functional and usable are these applications? This session is designed to answer that fundamental question. Your instructor will demonstrate the broad functionality and usability of Google Apps in a business environment and will identify the settings and circumstances where Google Apps are uniquely suitable.

29 MOVING FROM PROFESSIONAL SERVICE FIRM TO PROFESSIONAL KNOWLEDGE FIRM: THE NEW PRACTICE EQUATION MODERATED PANEL BMO

Moderator: Ed Kless, Senior Director, Partner Development and Strategy, Sage Software, Allen, TXPanelistPanelistFor years it has been taken as gospel that revenue is a function of understanding your capacity, being efficient in your efforts and cost plus pricing. Sure, the old way works, but it is suboptimal at best. At this session you will be introduced to a new way of thinking about a professional firm, one based on knowledge not service. Come hear a panel of people who have begun to move into this firm of the future. Our thinking has to change from:• A focus on revenue to a focus on profit• A focus on capacity to a focus on intellectual capital• A focus on efficiency to a focus on effectiveness• A focus on cost plus pricing to pricing on purpose

“”

TECH+ exceeded my expectations again. The selection of topics and speakers was excellent. I was especially pleased with the security deep dive and the session on

virtualization. And you can’t beat the location. Thanks for another great conference.

XXXXXXXXXX, 2008 Attendee

ttarinelli

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Greg Davis, Kennedy & Coe Jason Lawhorn, Lawhorn & Associates Tim Shortsleeve

Conference Agenda


SUNDAY, JUNE 14, 2009 12:00 pm - 6:00 pm Registration and Message Center Open

1:00 pm - 5:00 pm Deep Dive Workshops (additional fee – select one)

101 Best Practices in Managed Services and Business Process

102 XBRL Global Ledger: Easy Data Integration for the CPA

103 Microsoft Sharepoint

104 Microsoft Excel

5:00 pm - 6:00 pm Roundtables (all invited)

105 IT Roundtables – Top Trends, Top Issues, Top Solutions

6:00 pm - 7:00 pm Welcome Reception

7:00 pm – Social event (additional fee)

Mystere (at Treasure Island)

MONDAY, JUNE 15, 2009 7:00 am - 6:00 pm Registration and Message Center Open

7:00 am- 8:00 am Continential Breakfast

8:00am - 9:10am Welcome Remarks

8:10 am - 8:30 am General Session

1 Overview of AICPA Top Technologies

8:30 am - 10:10am General Session

2 TECH Update 2009

10:10 am - 10:40 am Refreshment Break and Vendor Display

10:40 am - 11:55 am Showcases (select one)

3 Showcase: Consulting

4 Showcase Industry 5 Showcase CPA Firm

11:55am-1:00pm Lunch

1:00 pm - 1:50 pm General Session

L1 CPAs and The Virtual World of Second Life

2:00 pm - 2:50 pm Concurrent Sessions (select one)

6 Creating a Project Risk Analysis and Response Plan

7 Adobe Acrobat – What’s New

8 IT Security Update

9 Web 2.0/eCRM/eMoney version 2

10 Shrinking Platforms – Tiny Laptops, EeePC, iPhone, Blackberry, What’s a CPA to do?

2:50 pm - 3:40 pm Refreshment Break and Vendor Display


11 Microsoft Outlook – What’s New

12 Making More Money in Your Consulting Practice

13 How to Manage Your Technology Consulting Contracts

14 Business Intelligence IT Primer for the CPA

15 The Next Generation Accounting Firm


16 The Impact of Accountability on Change Management

17 CIO/Executive IT Management in CPA Firms

18 New Options for Backup

19 Obtaining Organizational Insight Through Business Process Management

20 So Your New Client Uses Quickbooks® – Now What?

6:00 pm - 8:00 pm Network Reception

These sessions (indicated with shaded boxes) highlight the technology initiatives that are most likely to affect the business marketplace and the field of financial management over the next 12 to 18 months.



TUESDAY, JUNE 16, 2009 7:00 am - 6:00 pm Registration and Message Center Open

7:00 am - 8:00 am Continential Breakfast

7:00 am - 7:50 Early Riser Sessions (select one)

21 Take Your MAC to Work

22 Creating Performance Achievement Systems

23 IFRS: The Implications from a Technology Impact and Financial Systems Perspective

24 Transforming the Accounting Services Client Practice Area


25 Preparing for the Subpoena – Federal Guidelines for e-Discovery

9:10 am - 10:00 am Concurrent Sessions (select one)

26 Data Integration and ETL for the CPA

27 E-Mail Management – Take Back Your Life!

28 Google – More Than a Search Engine

29 Moving from Professional Service Firm to Professional Knowledge Firm: The New Practice Equation (Moderated Panel)

30 Adding Value and Additional Revenue Using Reporting and Analysis Tools

10:30 am - 12:10 pm Concurrent Sessions (select one)

31 Cloud Computing: Clouds from Both Sides Now

32 Optimizing Windows Vista/Windows 7

33 Continuous Monitoring for Fraud Prevention and Risk Management

34 Security – Emerging Threats and Strategies

35 Working with Remote Employees – Why

12:10 pm - 1:00 pm Lunch

1:00 pm - 1:50 pm General Session

L2 Inspector Gadget


36 Ensuring Data Quality and Auditability in Business Reporting

37 Virtualization 38 Technologies Young Professionals are Using

39 How Technology is Changing the Audit (Panel Discussion)

40 Sharepoint in Action


41 How to Manage and Use Connectivity Tools

42 Excel 2007 – Unraveling the New Features

43 Gaining Efficiency Through Automation for Assurance and Compliance Standards

44 Blogging, Podcasts and Social Media

45 Using Technology to Solve CPA Firm Workflow Problems

5:10 pm - 6:00 pm Networking Forums

46 Consulting Forum

47 CPA Forum 48 Business & Industry Forum

49 Why Join the CITP Family

6:00 pm - 7:00 pm Networking Reception

WEDNESDAY, JUNE 17, 2009 7:00 am - 11:40 am Registration and Message Center Open

7:00 am - 8:00 am Continental Breakfast

8:00 am - 9:40 am Concurrent Sessions (select one)

50 Balancing IT Cost-Reductions and Risk

51 Web Analytics in the Enterprise: Tools and Case Study

52 Managing Sensitive Data: Security Practices and Policies

53 Tax Document Automation

54 Wireless Security


55 Tomorrow’s Technologies

11:40 am Conference Adjourns

Conference Agenda



9:10 am - 10:00 am 30 ADDING VALUE AND ADDITIONAL REVENUE USING REPORTING & ANALYSIS Select One TOOLS BMOConcurrent Session Amy Vetter, CPA.CITP, Advanced Certified QuickBooks ProAdvisor, MBA, Executive (continued) Director, Technology In A Box, LLC, Weston, FL

Intuit QuickBooks Enterprise® and other add-on products to QuickBooks contain powerful reporting capabilities that your firm can leverage for maximum productivity and identifying value-added services to offer your clients. In this course we will demonstrate how you can find additional revenue opportunities by having a better understanding about the reporting and analysis available to you. By attending this session, you will learn: • How to modify and memorize existing QuickBooks Reports to get the data you need and

using QuickBooks to provide operational analysis to your clients • What is the ODBC Report Writer?• How to create GAAP-compliant financial statements using the Intuit Statement Writer • Learn how to offer fractional controllership and CFO services by using the Business

Analysis Tool in QuickBooks Enterprise• Use powerful reporting tools outside of the QuickBooks file to produce reporting and

business intelligence10:00 am - 10:30 am Refreshment Break and Vendor Display10:30 am - 12:10 pm Concurrent Sessions Select One 31 CLOUD COMPUTING: CLOUDS FROM BOTH SIDES NOW SKA Concurrent Session Michael Simon Bodner, Ph.D., CIO, Sr. Partner, Quantum Information Technologies, LLC,

Ann Arbor, MIThe universe of cloud computing, in which the Web is the computer, has grown rapidly. This new approach is changing the way that we will be thinking about and using computers. Players like Amazon and Google are challenging mainstream thinking as to where applications run and data resides. This talk will provide both an overview and details as to how this methodology works, and how it will impact our businesses and the way we work. Topics to be covered include:• What is cloud computing? • How can the web be a computing platform? • Where is the data and how safe is it? • Impact on software vendors and users• Business continuity and disaster recovery in the cloud

32 OPTIMIZING WINDOWS VISTA/WINDOWS 7 SKA Jeff Dumas, TITLE, Organization, Location Leave five lines Leave five lines

Leave five linesLeave five linesLeave five lines

33 CONTINUOUS MONITORING FOR FRAUD PREVENTION AND RISK MANAGEMENT SKA James Littley, Principal, KPMG LLP, Philadelphia, PA Chris Rossie, Co-Founder and Vice President of Sales and Business Development, Oversight Systems

Significant advances in Continuous Monitoring (CM) technologies and methods have made it a practical and realistic approach to fraud risk management. This session will show how to leverage continuous monitoring tools and techniques to prevent and detect fraud, misconduct and regulatory non-compliance in today’s organizations. Cross-industry case studies will be presented, showing successful approaches and results using the latest CM methodologies, leading practices and technology for risk and performance management. Attendees will gain: • A better understanding of how to align a CM strategy to reduce fraud risk• An understanding of challenges and requirements for implementation• Greater familiarity with CM value drivers • Insight into lessons learned and keys to success

34 SECURITY – EMERGING THREATS & STRATEGIES SKA Eric McMillen, CISSP, CISM, CISA, GCIH, Chief Security Architect, The McMillen Group, LLC, Plano, TXEvery day attackers are discovering vulnerabilities and developing new strategies to deliver these attacks. In this session we will discuss the information security risks and delivery methods that we are currently seeing in the office, and strategies and tactics that you can use to better protect your firms:• Strategies for addressing emerging threats • Social engineering as a delivery method• What is social engineering? • Why does social engineering work?• How to reduce the risk of attacks • New trends in security technologies and research




10:30 am - 12:10 pm 35 WORKING WITH REMOTE EMPLOYEES – WHY SKASelect One Roman Kepczyk, CPA.CITP, President, InfoTech Partners North America, Inc., Phoenix, AZConcurrent Session Internet connectivity is nearly ubiquitous today allowing CPAs to connect to information resources (continued) from any place and at any time. This session will discuss optimal infrastructures for individuals,

small workgroups, and larger multi-office organizations, as well as tools to make remote computing an integral part of your employee’s work and life. Learn what firms are standardizing on today as well as the “cool tools” on the horizon. This session will be led by an individual who has spent the last thirteen years working remotely and will cover:• Tools to optimize remote productivity for different sized workgroups• Remote employee considerations including policies and managing remote users• Security considerations for your remote sites and equipment

12:10 pm - 1:00 pm Lunch1:00 pm - 1:50 pm Luncheon Speaker

L2 INSPECTOR GADGET SKADavid Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CAInspector Gadget is back and ready to share the latest and greatest tech toys and gadgets poised to hit the market and make their way to a desktop, computer bag or pocket near you! From productive and essential to fun and frivolous, there’s a tech tool in this session for everyone!

1:50 pm - 2:00 pm Change Break2:00 pm - 3:15 pm Concurrent Sessions Select One 36 ENSURING DATA QUALITY AND AUDITABILITY IN BUSINESS REPORTING SKA Concurrent Session Rob Fisher, CPA.CITP, Vice President of Accounting Systems and Reporting, Kansas City

Life Insurance Co., Kansas City, KSWithout proper internal controls for both data quality and data auditability in place, an organization is at risk for its data being corrupted, changed, lost, or otherwise invalidated when it is moved from one system to another to feed business reporting systems. Attend this session to learn the key controls required to maintain data quality (completeness, accuracy and integrity) when integrating data from multiple systems for internal or external business reports. This session will also introduce the concept of data auditability, or the ability to trace information shown on a report back to its source transactional systems, a key requirement in today’s compliance landscape. Don’t rely on your IT staff when your name is on the reports – learn the techniques that CPAs can apply to help ensure high data quality and auditability.

37 VIRTUALIZATION SKA Randy Johnston, Executive Vice President, Network Management Group, Inc.

& K2 Enterprises, Hutchinson, KS Whether you’re seeking to run Windows XP-based applications in a Vista environment, reduce the

number of servers in your organization, or establish a training and testing environment without fear of corrupting your existing computers or network, virtualization should be at the forefront of your plans. Participants are introduced to the concepts and benefits of virtualization and will learn how to create, deploy, and manage virtual PCs and servers. Hardware requirements, software licensing issues, and managing virtual machines are all addressed, along with how to avoid some of the more common mistakes associated with virtualization. As a bonus, instructions will be provided on how to obtain free, fully-licensed copies of virtualization software such as Microsoft’s Virtual PC.• Understand virtualization alternatives • Recognize the benefits of virtualization• Learn the best virtualization strategy for your organization

38 TECHNOLOGIES YOUNG PROFESSIONALS ARE USING SKA Jim Boomer, CIO, Boomer Consulting, Inc., Manhattan, KSNo one can deny that the workforce is changing as more and more seasoned professionals prepare for retirement. Younger employees from Generations X and Y are either moving up the ranks or just starting their careers. Many are digital natives, having grown up with access to a computer and the Internet their entire lives. They bring knowledge of new technologies and tools they have used in their personal lives and now expect to be leveraged in the workplace. This session will cover:• A brief overview of the different generations in today’s workforce• The technologies that younger professionals have come to expect in the workplace• Suggestions on how to successfully leverage the knowledge and tools next generation

employees bring to the table

Conference Agenda



2:00 pm - 3:15 pm 39 HOW TECHNOLOGY IS CHANGING THE AUDIT – A PANEL DISCUSSION AUGary Boomer, CPA.CITP, CEO, Boomer Consulting, Inc., Manhattan, KS (Moderator)PanelistPanelistGary Boomer will moderate a panel focusing on how new technologies are impacting the audit. Learn about software as a service, integration, electronic confirmations and XBRL. The panel is comprised of expert innovators.

40 SHAREPOINT IN ACTION SKAPeter Henley, CPA.CITP, CIO, Clark Nuber PS, Bellevue, WASharePoint is the fastest growing server in Microsoft’s history. This session will show what it can do for your firm or company. The presentation will include a mix of light technical information and lots of practical ideas to streamline operations and touch your clients with world-class software. All things SharePoint will be demonstrated in a live production environment via the wonder ofthe Internet. You’ll also learn what not to do with SharePoint!• Intranet, client portals, document management• Electronic forms, workflow, process management – tax and audit administration• Sales database, conference room management, discussion forums, simple surveys• Help desk, project management, shared contact lists, for sale and want ads,

employee in/out board• Knowledge base, wikis, internal search engine

3:15 pm - 3:45 pm Refreshment Break and Vendor Display3:45 pm - 5:00 pm Concurrent Sessions Select One 41 HOW TO MANAGE AND USE CONNECTIVITY TOOLS SKAConcurrent Session Brent Goodfellow, CPA.CITP, MCSE, MCSA, MCT, Managing Partner, OneTech, LLC,

Hillsboro, ORThe business climate we live in is increasingly driven by relationships. Staying connected with clients and colleagues is fast becoming a business necessity. In this session, we’ll review some of the tools available and best practices for employing these tools in your everyday business communications including instant messaging, e-mail, video conferencing and on-line meeting tools.

42 EXCEL 2007 – UNRAVELING THE NEW FEATURES SKAJudy Borsher, CPA.CITP, MBA, President, SCG Training and Consulting, Alexandria, VALet’s look at the new features in Excel 2007 from the perspective of creating and maintaining accurate and secure spreadsheets, which are easier to troubleshoot for errors. This presentation will explore new security features for internal and external distribution of spreadsheets, new Pivot Table enhancements including the new table feature, new built-in presentation quality graphics for analysis and formal presentations, and the important file format considerations and macro considerations with regard to backwards compatibility with earlier versions of Excel.Objectives and highlights of session:• Use new security features to control input and distribution of worksheets and to uncover hidden

information in a file• Use the new Table feature to control correctly referencing a list with functions and Pivot Tables • Explore the use of color, styles and charting features to identify trends in data and for

presentation graphics• Understand changes in macro recording and programming that are not backwards compatible

due to new feature enhancements• Understand issues with regard to the new file formats, i.e., backwards compatibility with earlier

versions of Excel and forwards compatibility to Excel 2007

Select OneConcurrent Session(continued)

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Marty McCutchen, CPA, President & CEO – CPA Service Group, LLC Stephanie Woodruff, Chief Revenue Officer – AverQ Brian Fox, Vice President – Capital Confirmations




3:45 pm - 5:00 pm 43 GAINING EFFICIENCY THRU AUTOMATION FOR ASSURANCE AND COMPLIANCE Select One STANDARDS AUConcurrent Session Lisa Johnson, CPA.CITP, CISA, CISM, CFO, TWM Associates, Inc., Vienna, VA(continued) Janis Wong, CPA.CITP, CISA, Project Manager, AICPA, Durham, NC

With technology progressively influencing businesses, establishing proper automated controls is one way to improve the efficiency and effectiveness of an organization’s audit and regulatory compliance process. Find out how to improve the efficiency of your compliance process through discussions, interactive examples and case studies, and the use of collaboration and compliance tools to manage engagements. This session will also include a discussion of tools and techniques to assist with implementing risk management efforts.• Opportunities for automation • Automated control examples and case studies• Collaboration and compliance tools to manage engagements• Technical software or tools: monitoring capabilities, continuous auditing tools, and CAATTs

44 BLOGGING, PODCASTS AND SOCIAL MEDIA SKAGreg LaFollette, CPA.CITP, Executive Editor, The Progressive Accountant, Sioux Falls, SDThe who, how and why of how Web 2.0 technologies and concepts are changing relationships and the practice of public accounting.

45 USING TECHNOLOGY TO SOLVE CPA FIRM WORKFLOW PROBLEMS SKATim Shortsleeve, CPA.CITP, Partner, Bonn, Shortsleeve, Rochester, NYAn ecumenical look at how firms can benefit by using workflow software – and a review of the available products

5:00 pm - 5:10 pm Change Break 5:10 pm - 6:00 pm Networking Forums Select One These valuable sessions give you the opportunity to discuss the issues you are facing and takeNetworking Forum home solutions, suggestions and best practice ideas to help your business.

46 CONSULTING FORUM SKA 47 CPA FORUM SKA 48 BUSINESS & INDUSTRY FORUM SKA 49 WHY JOIN THE CITP FAMILY SKA

Jim Bourke, CPA.CITP, Partner, WithumSmith+Brown, Red Bank, NJThis informal session will answer your questions about the IT community including the IT membership section and the CITP credential. Attend this session and learn how the AICPA’s IT resources and being a part of this growing community can help you professionally.

6:00 pm - 7:00 pm Reception

WEDNESDAY, JUNE 17 – MAIN CONFERENCE – DAY THREE7:00 am - 5:00 pm Registration and Message Center Open7:00 am - 8:00 am Continental Breakfast 8:00 am - 9:40 am Concurrent SessionsSelect One 50 BALANCING IT COST-REDUCTIONS AND RISK SKA Concurrent Session Donny Shimamoto, CPA.CITP, Managing Director, IntrapriseTechKnowlogies LLC,

Honolulu, HIChris Spivey, Vice President, Business Process & Project Leadership Services, MIS Group, Dallas, TXChaim Yudkowsky, Chief Information Officer, American Israel Public Affairs Committee, Washington, DCDuring a business downturn, the business’ perspective on IT often switches from one of “IT investment” to “IT cost” and thereby IT cost reductions. While there is often a lot of opportunity to reduce IT spending, CPAs need to ensure that their organizations balance IT cost reductions with the potential introduction of business risks.

This session will feature a panel of speakers that will share actual experiences in dealing with IT cost reductions and how they mitigated the associated risks. Learn some practical strategies that they have implemented to help organizations reduce overall expenses and help the bottom-line. Also gain some ideas for when additional IT investment may result in short-term payback and enable cost reductions in other areas. A must attend if you have oversight of the IT function or are working with IT to streamline your budget!

Conference Agenda



8:00 am - 9:40 am 51 WEB ANALYTICS IN THE ENTERPRISE: TOOLS AND CASE STUDY SKA Select One Nannette Raue, Analytics Manager, MGM MIRAGE – Corporate Internet Marketing,Concurrent Session Las Vegas, NV(continued) Business Case for Web Analytics: Web Analytics Technology and Features:

• Increasing revenue • Technology• Increasing audience • Data collection• Improving customer service • KPI reportingThe Web Analytics Initiative: • Campaign analysis• Research • Purchasing • Implementation • Steps to success

52 MANAGING SENSITIVE DATA: SECURITY PRACTICES AND POLICIES SKA Tanya L. Forsheit, Esq., Partner, Proskauer Rose LLP, Los Angeles, CA This session will focus on legal requirements and best practices for internal and public-facing policies addressing the protection of sensitive customer, employee, and business data. It will include discussion of privacy and security implications for the collection, use, sharing, storage, and disposal of such data. The presentation also will address legal requirements in the event of a breach. It will cover, among other things:• Federal and state laws requiring the implementation of an internal information security program,

including a written policy• Best practices for public-facing privacy policies and notices• When and how to notify consumers, employees and/or regulatory agencies in the event

of a breach

53 TAX DOCUMENT AUTOMATION TGreg LaFollette, CPA.CITP, Executive Editor, The Progressive Accountant, Sioux Falls, SDA review of this rapidly emerging genre including comparisons of all available products.

54 WIRELESS SECURITY SKA Eric McMillen, CISSP, CISM, CISA, GCIH, Chief Security Architect, The McMillen Group, LLC, Plano, TX

This presentation aims to raise awareness about attacks that are not easily detectable or preventable on most wireless networks today. We will attempt to debunk some of the common wireless security misconceptions. Finally we will turn our attention to practical ways in which to try to secure your wireless computing environment. It is not the goal of this presentation to tell you not to use wireless networks, but to make you aware of the risk so you can make informed decisions about usage of wireless technology and do everything possible to protect your organization’s network infrastructure, data, and integrity of its client computers.• Wireless network architecture and design • Common attacks and vulnerabilities• Wireless security measures • Monitoring and intrusion detection• Auditing your wireless network

9:40 am - 10:00 am Stretch Break10:00 am - 11:40 am General Session

55 TOMORROW’S TECHNOLOGIES SKARick Richardson, CPA.CITP, Richardson Media & Technologies, LLC, Canton, CTRick Richardson began providing CPAs with his technology futures forecast in 1981 and this year willmark an unbroken string of 29 years of predicting our technology future. Rick will provide attendeeswith his vision of both the short and longer-term future for technology, including technologies important to the accounting professional. Topics will include a review of prior year predictions, what major market companies are doing and how their actions will affect all of us, current trends in hardware, software, security and communications and emerging technologies that will bring those trends into reality. Rick will conclude with his personal forecasts on our technology future. Look for Rick to bring some of the latest technologies with him to share with participants.

11:40 am Main Conference Adjourns




WEDNESDAY, JUNE 17 – POST CONFERENCE DEEP DIVE WORKSHOPS (additional fee)

12:30 pm - 4:30 pm 301 QUICKBOOKS® DEEP DIVE – TIPS AND TECHNIQUES TO TACKLE YOUR TOUGHEST Select One QUICKBOOKS ISSUES SKADeep Dive Amy Vetter, CPA.CITP, Advanced Certified QuickBooks ProAdvisor, MBA, Executive Workshop Director, Technology In A Box, LLC, Weston, FL

Bring your laptop and your toughest QuickBooks problems! This course is an advanced power session covering some of the toughest QuickBooks issues we face with our clients. From data file list errors, beginning balance changes, troubleshooting bank reconciliations, to problems in accounts receivable and accounts payable, and much more. You will walk away from this course better armed to tackle these unbillable time-eating nuisances we encounter every year. Topics covered will include: • Entering adjusting entries that affect items • Setting up a client’s file for job costing • Allocating burden to customer jobs in QuickBooks • Allocating freight to inventory items • Tying out job cost reporting to financial statements• Turning on and off account numbers on reporting • Bring your own topics – come prepared with your toughest client issues to undertake

together in real time!

302 SECURITY DEEP DIVE SKA David Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CA Everyone is keenly aware of the importance of IT security and the need to protect critical systems and data from prying eyes and unauthorized access. And IT security is not just a “good idea;” there are legal ramifications for noncompliance as well. But despite this dire need and awareness

at an all time high, the details of locking everything down and ensuring ongoing compliance can be confusing and daunting! This course is designed to give participants an in-depth understanding of current security best practices and practical steps to implement these measures within your organization. Topics covered will include: • Securing mobile devices and remote access • Assessing risk• Importance of patching and passwords • Perimeter & application firewalls• Protecting and sharing confidential information • Backups, the last resort! • Controlling viruses, spyware and other unwanted code • Securing e-mailResume control of your systems!

4:30 pm Conference Adjourns

Get connected at the TECH+ websiteThis year, the TECH+ website offers even more opportunities to interact with peers. Visit the conference blog for the most up-to-date information. Log on to get access to session descriptions, speaker updates and technology hot topics before you attend the conference. Check it out at www.cpa2biz.com/conftech. Unlimited access is FREE with your TECH+ registration.


Chair

Jim Boomer, Boomer Consulting, Inc., Manhattan, KSDavid Cieslak, Arxis Technology, Inc., Simi Valley, CARandolph P. Johnston, Network Management Group, Inc. & K2 Enterprises, Hutchinson, KSGregory LaFollette, The Progressive Accountant, Sioux Falls, SDAngela Martin, Angela Martin Training and Consulting, Grapevine, TXDan Moldover, AOL LLC, Sterling, VAWill Perry, Bridgestone/Firestone North American Tire, LLC, Nashville, TNTim Shortsleeve, Bonn, Shortsleeve, Rochester, NYChaim Yudkowsky, American Israel Public Affairs Committee, Washington, DC

Members

Peyton Burch, Deltek, Houston, TX

Steering Committee

AICPA Staff Tracey Tarinelli, Program Development, Durham, NCStephanie Finn, Hotel Logistics, Durham, NCConstantine

Steering Committee

Make the connection and explore the possibilities as a Certified Information Technology Professional (CITP).The CITP credential is open to all CPAs who meet the eligibility requirements. TECH+ is your avenue! Meet with CITP credential holders at the CITP booth in the exhibit hall, they will assist you in the process and you can become a CITP by the end of the conference!

CITP is the mark of excellence for CPA business technologists who are leaders in industry, public practice, government and academia. Every CPA who is interested in becoming an integral part of business today needs to be a CITP.

Special activities for CITP credential holders will be available at TECH+.

Visit http://www.aicpa.org/CITP for more information about becoming a CITPcredential holder or send an email to [email protected].

Our Internet Café in the exhibit hall provides free computers and WiFi so you can keep in touch with the office, search the Internet and access online conference materials and blog from the conference.

Sponsored By

TBD

Cyber CaféCyber Café

Thank You to our Sponsors!Thank You to our Sponsors!

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RECOMMENDED CPE CREDIT 23 (main), up to 8 (optional). This conference was prepared in accordance with the Joint AICPA/NASBA Statement on Standards for Continuing Professional Education (CPE) Programs effective on January 1, 2002. The recommended CPE Credits are in accordance with these standards; however, your individual state board is the final authority on the acceptance of programs for CPE credit.

CONFERENCE FEERegistration fees are determined by current membership status in the AICPA. Please indicate member number on the registration form to obtain the correct discount. Fee for conference includes all sessions, conference materials, continental breakfasts, refreshment breaks, luncheons and a reception. Fee for optional workshops includes all session materials and refreshment breaks. Registration for groups of 2 or more individuals per firm may qualify for group discounts. Groups of 10 or more individuals per firm may qualify for additional discounts. Please email [email protected] for more information and indicate “Group Conference Sales” in the subject line of your email or phone 800.634.6780 and choose option 1. Please note: There is no smoking during conference sessions. Suggested attire: Business casual. Prices, Topics and Agenda are subject to change without notice. Program Code: CODE09

CANCELLATION POLICY You may cancel without penalty if written cancellation requests are received by Month XX, 2009. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for written requests received by Month XX, 2009. No refunds or credits will be issued on cancellation requests received after Month XX, 2009. For further information, call the AICPA Service Center at 888.777.7077.

HOTEL AND GROUND TRANSPORTATION INFORMATIONContact the hotel directly to obtain their policy on reservations, deposits and cancellations. Rooms will be assigned on a space-available basis only. Note, this conference is expected to sell out, so please make hotel arrangements as soon as possible.To receive our special group rates mention that you will be attending the TECH+: The AICPA Information Technology Conference.

Bellagio Hotel Phone: 702.693.71113600 Las Vegas Blvd., South Hotel Reservations: 888.987.8686 Las Vegas, NV 89109 Hotel Room Rate: $205 single/double Hotel Reservation Cutoff Date: May 13, 2009

Ground Transportation — to and from the hotel and airport (please note, rates and times are approximate) Taxi Service: $XX–$XX each way, approximately 30 minutes each way Hotel Parking: $XX per day for hotel guests

AIRLINE INFORMATIONThe AICPA has a special arrangement with Maupin Travel, Inc. of North Carolina to assist you with your travel arrangements. This travel agency may be reached at 800.345.5540. If you prefer to make your own travel plans, be sure to mention the participating airline’s reference number (listed below) to take advantage of deeply discounted “Zone Fares” that do not require a Saturday night stay-over. Discounts are valid for round trip registered AICPA meetings or conferences only. Some restrictions may apply. American Airlines 800.221.2255 Index #19956United Airlines 800.521.4041 Refer to Meeting ID #531SIFor up-to-date airline information regarding special travel discounts, please visit www.cpa2biz.com/conferences. Due to recent airline industry fare restructuring, we cannot guarantee that the above group travel agreements will be in effect at the time when you are making your travel arrangements. Please contact the airline and/or your travel agency for latest applicable discounts and arrangements.

CAR RENTALHertz Car Rental — AICPA Member Discounts: Call 800.654.2240. Ref. Code CV#021H0016.Airline and car rental discounts are available only when you or your travel agent book through the 800 number. We strongly advise you to confirm your conference registration and hotel reservation prior to making your travel plans. The AICPA is not liable for any penalties incurred if you cancel/change your airline reservations. Rates are subject to availability.

4 WAYS TO REGISTER FAST

ONLINE*: www.cpa2biz.com/conferences PHONE*: 888.777.7077 or 919.402.4500

FAX*: 800.870.6611 or 919.419.4795

MAIL: Complete and mail the form along with your promotion code to:AICPA Member Service Center, Conferences, 220 Leigh Farm Road, Durham, NC 27707-8110

*Credit card registration only (AICPA VISA® , American Express® , Diners Club® , Discover® , MasterCard® or VISA® )

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