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28th Annual Intermountain Accounting Seminar

October 23, 2003

Speakers / Co-sponsors

Keynote Speakers

Randall Sogoloff
CPA, Practice Fellow, Financial Accounting Standards Board

“FASB – Today and Tomorrow”

Randall is a senior manager in Deloitte’s National Office in Wilton, Connecticut. He is currently participating in a two-year fellowship program with the Financial Accounting Standards Board, where his primary responsibility is to act as a project manager focusing on implementation and emerging practice problems. Prior to entering the FASB fellowship program, he was a senior manager in the Merger and Acquisition Services Group of Deloitte in New York. Randall will provide an update of recent activities at the FASB, including communication improvements, major projects currently being deliberated by the Board, additional activities undertaken by the Board, and convergence activities with the International Accounting Standards Board.

Bruce Baggaley
MBA, CPA, Senior Partner, BMA, Inc.

“Why Lean Accounting?”

“Solving the Problem of Standard Cost Accounting”

Prior to forming his own firm, he was a general practice partner with KPMG, responsible for strategic planning for the firm. He was also a managing associate in the management controls consulting practice of Coopers & Lybrand in New York, and he has served as a professional accounting fellow at the Securities & Exchange Commission. He is also a co-author of the recent book, “Practical Lean Accounting,” published by Productivity Press in January 2004. In the morning, Bruce will explain lean accounting and why a company should consider changing its accounting system when it embarks on lean manufacturing. During the concurrent session, he will talk about the problems of standard costing in a lean environment and what changes are recommended to alleviate the problem.

Gordon L. Haycock
CPA, Managing Partner, Grant Thornton LLP
David M. Allen
CPA, Tax Partner, Grant Thornton LLP

“Enron and Beyond: Complying with New Reporting Requirements Established by the Sarbanes-Oxley Act of 2002”

Gordy is the managing partner of the Salt Lake City office of Grant Thornton LLP. He has more than 20 years of experience providing accounting and audit services to SEC reporting and private companies in a variety of industries. Dave heads the Tax Department of the Salt Lake City office, and has over 20 years of experience in taxation and international finance. Additionally, he served for five years as Chief Financial Officer for a major design-build construction company. Gordy and Dave have both closely followed the increased regulations and reporting requirements resulting from the Sarbanes-Oxley Act of 2002, including reporting requirements introduced through Section 404. They will discuss the impact that Sarbanes-Oxley has had on the way public companies and their auditors approach financial reporting, internal controls, independence, audits, and other issues.

Auston G. Johnson
CPA, CGFM, Utah State Auditor
Board Member, Auditing Standards Board

Who’s In Charge? The Accounting Profession Following the Sarbanes-Oxley Act

Mr. Johnson has been with the State Auditor’s Office since 1976 and has served as State Auditor since 1995. He is a member of the Utah Association of Certified Public Accountants and was named Outstanding CPA in Business and Management in 2002. He is also a member of the American Institute of Certified Public Accountants where he currently serves on the Auditing Standards Board. Prior to serving on the ASB, Auston was a member of the task force that wrote the Government Accounting and Auditing Guide and served in an advisory role to the Comptroller General of the United States. Mr. Johnson will discuss how the Sarbanes-Oxley Act has created a third voice in the establishment of auditing standards, the Public Company Accounting Oversight Board (PCAOB). He will also explain the individual responsibilities, differences, and common ground of the PCAOB, the Auditing Standards Board, and the Government Accountability Office.


Concurrent Speakers

Kevin Johansen
CPA, SEC Reviewing Partner, KPMG LLP

“Financial Accounting Standards Update”

Kevin has been with KPMG for over 15 years, and has recently returned from a rotation through the national office. While there, his responsibilities included being a liaison between clients and the SEC in resolving reporting matters, and researching and interpreting technical accounting matters. He is the only SEC reviewing partner in Salt Lake among the big four firms. Kevin currently serves 18 public companies including Franklin Covey, Evans and Sutherland Computer Corporation, and Mrs. Fields Famous Brands. Kevin’s presentation will include an update of recent SEC developments including a discussion of Sarbanes-Oxley Act and the audit of internal controls.

Scott W. Pickett
CPA, Office Managing Partner, PricewaterhouseCoopers LLP

Stan VanderToolen
CPA, Tax Director, PricewaterhouseCoopers LLP

“Tax Update 2004”

Scott is the managing partner for the Salt Lake City office of PricewaterhouseCoopers LLP. He has over 24 years of public accounting experience providing assistance to individuals and business entities through tax consulting, planning and compliance services. He has vast experience in dealing with difficult tax issues, serving both small organizations and large, established clients of the firm. Stan is a member of the Tax group at the Salt Lake City office with over thirteen years experience in providing tax consulting and compliance service. He has concentrated his practice on commercial real estate and high technology, and creative tax planning for flow-through entities. They will review recent tax law changes, pronouncements, and rulings, as well as planning ideas around these issues. A brief discussion of what the future may hold with respect to tax laws will also be presented.

E. Vance Grange
PhD, CPA, CFP®, Assistant Professor of Accounting, Utah State University

Timeless Principles of Retirement Planning

Dr. Grange is the director of Tax and Personal Financial Planning Programs in the School of Accountancy at Utah State University. He teaches courses in income taxation, personal financial planning, retirement planning, and estate planning. He is also an investment advisor associate of Beacon Financial Planning, LLC, a registered investment advisory company in Utah. Dr. Grange served as a member of the Board of Examiners of the Certified Financial Planner™ Board of Standards, and as chair of that board in 1999. As a member of the CFP® Board of Examiners, he helped in creating the CFP® Certification Examination. Dr. Grange will cover basic financial planning standards and practices, and will provide an update of current developments in the field.


Co-Sponsors
Utah Association of Certified Public Accountants (UACPA)

Monica Yamasaki, Member Services Team

220 East Morris Avenue, Suite 320
Salt Lake City, Utah 84115-3283
Phone: (801) 466-8022
Email: [email protected]
Web site: www.uacpa.org

Idaho Society of Certified Public Accountants, Inc. (ISCPA)

Gwynne Lethcoe, Member Services
250 Bobwhite Court, Suite 240
Boise, Idaho 83706
Phone: (208) 344-6261
Email: [email protected]

Web site: www.idcpa.org

School of Accountancy, Utah State University

Dr. Richard L. Jenson, ATK Thiokol Professor and Department Head
3540 Old Main Hill
Logan, UT 84322-3540
Phone: (435)797-2330
Email: [email protected]
Web site: www.usu.edu/cob/acct/

Strategis Financial Group

Jason L. McMullin
2230 North University Parkway
Suite 9C
Provo, UT 84604
[email protected]
(801) 373-1100 phone

Website: http://scmi.com

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