October 30, 2008
Harry L. "Hank" Gutman, Principal-in-Charge, Federal Tax Legislative and Regulatory Services, Washington National Tax
Federal Tax Legislative Update
Mr. Gutman, a former chief of staff for the Joint Committee on Taxation, heads the Federal Tax Legislative and Regulatory Services (LRS) group at Washington National Tax and is the Director of the KPMG Tax Governance Institute (TGI). The TGI provides a forum for board members, corporate management, stakeholders, and government representatives to explore and debate aspects of tax oversight and management including tax risk, control, and reporting.
Robert Lipe, Ph.D., 2007-2008 Research Fellow,
Financial Accounting Standards Board
FASB Current Topics: International Financial Reporting, Complexity, and Private Companies
Robert Lipe is the 2007-2008 Research Fellow at the FASB, and he is the KPMG Centennial Professor of Accounting at the University of Oklahoma. He holds a Ph.D. in accounting and economics and a Master's degree in business administration from the University of Chicago. He has a Bachelor's degree in accounting from North Carolina State University. At OU, his primary teaching responsibilities include intermediate financial accounting and doctoral seminars. Prior to joining OU, Bob was an academic fellow in the Office of the Chief Accountant at the Securities and Exchange Commission and served on the faculties of the University of Colorado and University of Michigan.
Kelly K. Matthews, Ph.D., Executive VP and Economist; Wells Fargo & Company
Can Utah's Economy Survive the Housing Weakness?
Dr. Kelly Matthews is responsible for local, regional and national economic analysis and forecasting. He is also the Wells Fargo government affairs officer in Utah. His research and opinions are widely read by the financial and business community, and he is regularly quoted in newspapers, radio and television news coverage. He will be discussing growth vs. inflation, monetary policy and interest rates. Dr. Matthews will also address how Utah’s economy will look in 2007.
Jeffrey Doyle, Ph.D., George S. Eccles Chair in Capital Markets Research, School of Accountancy, Utah State University
Evaluating the Usefulness of Financial Reporting
Jeffrey T. Doyle, the George S. Eccles Chair in Capital Markets Research in the School of Accountancy at Utah State University, teaches advanced financial accounting and financial statement analysis. He taught previously at the University of Utah and Stanford University. His research is focused on the use of accounting information by capital market participants. Besides being published in leading academic journals, his research has been quoted in several leading business publications including the Wall Street Journal, Business Week, The New York Times, and Fortune. Previously, he worked for Arthur Andersen and Ernst & Young as a Certified Public Accountant, performing tax consulting and compliance and attestation services.
Rosemary Fullerton, Ph.D., Associate Professor, Utah State University
Making Accounting Relevant to Lean Enterprises
Rosemary Fullerton, an associate professor in the School of Accountancy at Utah State University (USU), has taught and researched extensively in the area of Lean thinking. She is also affiliated with the USU sponsored Shingo Prize for Operational Excellence, serving as a reviewer, site examiner, and team leader. She received a Shingo Research Prize for her published article related to performance measures in JIT environments, and co-authored with Jerry Solomon the forthcoming book, Accounting for World-Class Operations.
Larry A. Ward, Ph.D., Partner, KPMG LLP
"Accounting update: What is happening now and what is next for our profession?"
Larry is a partner with KPMG’s Department of Professional Practice located in New York City. His current responsibilities include assisting KPMG’s client service teams with audit and accounting advisory needs. Larry has over nineteen years of public accounting experience serving public and private clients in a variety of industries including consumer products, entertainment, real estate, retail, manufacturing, venture capital, and professional services. He has assisted in numerous public and private offerings of debt and equity securities. Prior to his current assignment with the Department of Professional Practice, Larry was located in the Salt Lake City office of KPMG.
Bryant Armstrong, Partner, Squire & Company, PC
Technology Update - Trends in Business Intelligence, Security, and Software Upgrades.
Mr. Armstrong focuses on financial reporting and business intelligence, reporting and scorecarding infrastructure, and accounting system implementation and training. His industry specializations include direct selling, government and non-profit, distribution, and construction. Mr. Armstrong heads the Technology Services Division and leads a team of dedicated and trained personnel. He is experienced in auditing a variety of businesses in different industries, implementing Microsoft Dynamics GP, implementing QuickBooks, and assisting businesses in understanding their accounting information.
Robert Call, Partner,
Deloitte Salt Lake City and Silicon Valley Tax Practice
Douglas H. Andersen,
Senior Tax Manager, Multistate Tax
Deloitte Tax, LLP
Tax Update 2007
Bob is a senior tax partner with Deloitte’s Salt Lake City and Silicon Valley Tax Practices. He has been providing innovative tax solutions and quality client service to taxpayers for over 18 years. He has extensive experience with technology, media, and telecommunication clients as well as life sciences, manufacturing, and retail companies. Bob also has extensive experience successfully defending tax issues before the IRS and state taxing jurisdictions. Bob was recognized as one of the highly recommended tax advisors in North America – West Coast by International Tax Review. He received BS and MAcc degrees from Brigham Young University.
Doug is a senior manager leading the Deloitte Pacific Northwest state income tax group. Doug has over 10 years of multistate tax experience with a focus on planning aimed at both minimizing state tax liabilities and state tax risks. He serves both public and private corporate tax clients in matters such as state tax minimization (structural modification and return positions), M&A, state tax audit defense, and FIN 48 and provision analysis. Prior to his current role, Doug served as a member of the Deloitte national multistate practice managing large-scale restructuring and state tax review projects. Prior to re-joining Deloitte, Doug served three years as the director of state and local tax at Expedia, managing all aspects of state and local tax for the company. Doug is a licensed certified public accountant. Doug graduated from Brigham Young University with undergraduate and graduate degrees in accounting and taxation.