8 CPE Hours Including 2 Hours Ethics

The LouisviLLe ChapTer of insTiTuTe of ManageMenT aCCounTanTs presenTs:

For more informationabout this conference, the Louisville Chapter IMA and the Global IMA, please visithttp://louisville.imanet.org

LOUISVILLE~ SPRING ~

CONFERENCEAPRIL 24

Who Should Attend Accounting and finance professionals from all levels who wish to increase their skill sets in issues and challenges faced in today’s work environment and to help develop the key competencies needed to become strategic partners within their company.

• Field of Study: Management and Accounting/Finance• Advance Preparation: None• Prerequisite: None• Experience Level: Intermediate• Teaching Method: Lecture + Discussion + Case Study

Education Sessions This program is designed to meet the ICMA guidelines for CPE credits for CMAs and CFMs and the NASBA guidelines for CPE credits for CPAs. However, state boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Schedule Changes We reserve the right to change speakers when necessary, and to cancel the program as appropriate with a minimum of one-week advance notice to registrants. Should this occur, all registration fees will be refunded in full

Location University of Louisville Shelby Campus Founders Union Building, 312 N. Whittington Pkwy. Louisville, KY 40222. (502) 852-0360. Lo

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8:00-8:30am: Registration and Continental Breakfast

8:30-9:20am: CLOUD ACCOUNTING (1 CPE)

Presented by: Brian Jackson MCSE, MCITPEA, CCNA, CISA, Strothman and Company Learning Objectives: There is no question that cloud computing is gaining a great deal of traction. In this session you will learn what is cloud computing along with the benefits, challenges and risks of cloud computer. You will also learn about connectivity, security, backups, implementation issues and the various types of cloud services.

9:20-9:30am: Networking Break

9:30-10:20am: PAYMENTS FRAUD (1 CPE)

Presented by: Sherri Mallett and/or Marcia Smith, JP Morgan Chase Learning Objectives: Payment fraud has become problematic for many organizations costing time and money. In this session you will learn how to fight fraud with paper, electronic, internal controls and corporate security.

10:20-10:30am: Networking Break

10:30-11:20pm: WORKFORCE QUALITY IMPROVEMENT ON BOTTOM LINE (1 CPE)

Presented by: Taryn Pearson, PetFirstLearning Objectives: Management Accountants have an opportunity to make impactful contributions to their company’s bottom line by partnering with HR departments in order to drive a company wide metric driven program designed to improve Workforce Quality, which in turn, affects company performance. In this session you will learn to define Workforce Quality Score, understand the Nine-Block tool, explain the role that pre-employment testing plays in the program and understand the impact of other data or metrics on the program.

11:20-11:30am: Networking Break

11:30am-12:20pm: ACCELERATING CASH FLOW FOR SMALL BUSINESSES (1 CPE)

Presented by: Sherri Mallett and/or Marcia Smith, JP Morgan ChaseLearning Objectives: Cash flow is important for any organization but becomes extremely important for the small business. In this session you will learn how card payments and remote deposit tools improve cash flow, maintain controls and provide convenience and lower costs to all parties.

12:20-1:00pm: Conference Luncheon

1:00-3:00pm: KEYNOTE SPEAKER - ETHICS SESSION (2 CPE)Presented by: Weston SmithLearning Objectives: Weston Smith was the former CFO for the Healthsouth Corporation. Healthsouth became a huge success on Wallstreet while fraud was being committed to ensure its success. Mr. Smith will share his story of becoming a whistle blower, acknowledging and accepting punishment for his role in the fraud. In this session, you will learn:

• Corporate culture and the role everyone must play

• The mechanics of the Healthsouth fraud and its red flags

• Red flags of business for employees, invetors, or auditors

• Keys to protecting your business from unscrupulous activities

• Promotion of ethics and integrity in everything we do

3:00-3:10pm: Networking Break

3:10-4:00pm: RISK ASSESSMENT/SECURITY AUDIT (1 CPE)

Presented by: Bob Daugherty CNE, CAN, A+, Net+, Sec+, Project+, MCP, Deming, Malone, Livesay and Ostroff Learning Objectives: With today’s complex technical environments security is getting more and more difficult to control. IT security is a specialty and most firms do not have a certified security expert on staff. Compliant regulations such as GLBA and HIPPA as well as identify theft put a lot of pressure on firms to take a hard look at their security. In this session you will learn the following: What is a Risk Assessment/Security Audit; Various Parts or types and what they analyze; Why you need one – compliant issues as well as data security; What’s involved in the process; What reports will tell you and what to do with the information; How to explain this to managers, directors, etc.; Tips on selecting a third party vendor and why your internal staff should not be doing this.

4:00-4:10pm: Networking Break

4:10-5:00pm: COST SEGREGATION (1 CPE)Presented by: Kevin JerryLearning Objectives: Cost segregation is the practice of identifying assets and their costs and classifying those assets for federal tax purposes. In this session, you will learn how certain assets previously classified a subject to a 39-year depreciation life, can instead be classified as personal property or land improvements with a 5, 7 or 15 year rate of depreciation using accelerated methods using a cost segregation study. You will learn how the benefits of an engineering based study can provide an immediate increase in cash flow, reductions in current tax liability and the deferral of taxes.

Conference Fees

Early bird fee: Register by March 31 • $100 for IMA member; $125 for non-member Regular fee: Register after March 31 • $125 for IMA member; $150 for non-member *Fees include breakfast, lunch, and afternoon snack. Cancellation policy: Cancellations received by noon on April 20 will receive a full refund; no refunds after April 20.

Registration Registration deadline is noon on April 20. Register online and make secured payment (PayPal) by going to event link on chapter website at: http://louisville.imanet.org/Events.html. For alternate registration and payment or changes: contact Tim Wallen at (502) 930-2316 or twallen@fitmoneycpa.com.Seats are limited so register early!

IMA Photo Release Statement Photographs may be taken at this event. These photographs may be used on the Louisville IMA Chapter website, newsletter publications or other materials. By attending this event, you authorize the Louisville IMA Chapter to use your image in any IMA related publications or websites.

2015 SPRING CONFERENCE SCHEDULE

The Louisville IMA Chapter is a member of the Lincoln Trail Regional Council of IMA