Emerging leaders Certificate program 16 CPE HOURS
2014
July 23 Hotel nikko San Francisco Aug. 20 Chapter-based Follow-up Workshop July 24 Westin Los Angeles
CONFERENCE OVERVIEW
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
HOTEL INFORMATION: JULY 23 HOTEL NIKKO SAN FRANCISCO
JULY 24 WESTIN LOS ANGELES AIRPORT
222 Mason St. San Francisco, CA 94102
5400 W. Century Blvd. Los Angeles, CA 90045
AGENDA {AT-A-GLANCE} Day One July 23 San Francisco | July 24 Los Angeles
Day Two Aug. 20 Chapter-based Follow-up Workshop
08:30
Welcome and Introductions
08:30
Welcome and Introductions
08:35
It’s 2030. Where is Your Company? Where are You?
08:45
Successfully Navigating the Multi-generational Workforce
10:35
Break
09:45
Break
10:45
Preventing and Detecting Fraud as a Leader in Your Workplace
09:55
Personal Leadership Fundamentals
11:35
Networking Luncheon (provided)
11:35
Lunch (provided)
12:35
What are Your Leadership Values?
12:35
Effective Decision Making
Break
02:15
Break
02:15
How to Think Like a Leader (Panel)
02:25
02:25
Perfecting Your Professional Profile: Speed Mentoring
04:30
Adjourn
04:30
Adjourn
AGENDA AT A
GLANCE
Day One July 23 San Francisco | July 24 Los Angeles 08:30
Welcome and Introductions
11:35
{Networking Lunch–provided}
08:35
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.
12:35
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. Swafford Balance Warrior + CEO Leadership Outfitters, LLC
Rebecca Ryan Author, Econmonist and Futurist Next Generation Consulting, Inc.
02:15
{Break}
10:35
{Break}
02:25
10:45
Detecting Fraud as a Leader in Your Workplace Over 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.
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.
04:30
Adjourn
Charles A. Burak, CPA, ABV, CFF, CVA, CFE Partner Glenn, Dawson & Burak LLP
Day Two Aug. 20 Chapter-based Follow-up Workshop 08:30
Welcome and Introductions
11:35
{Lunch–provided}
08:45
Successfully Navigating the Multi-generational Workforce With 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.
12:35
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. President TVA Inc.
Stephanie Polon Director of Talent Acquisition BDO USA LLP 09:45
{Break}
09:55
Personal Leadership Fundamentals You 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, MA Professional Coach and Leadership Consultant Intention Setter
02:15
{Break}
02:25
Perfecting Your Professional Profile: Speed Mentoring Take 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.
04:30
Adjourn
SESSION DETAILS
STAFF TRAINING Lay the foundation of your staff members’ professional development. These comprehensive, multi-day trainings will ensure that your staff has the skills to maximize productivity, profitability and commitment to the firm.
Learn more and register today at calcpa.org/StaffTraining. Staff Training for Accounting and Auditing: Basic Aug. 20-22 Los Angeles Airport Aug. 25-27 San Francisco Peninsula Staff Training for Accounting and Auditing: Semi-Senior Sept. 29-Oct. 1 San Francisco Peninsula Oct. 20-22 Los Angeles Airport Staff Training for Accounting and Auditing: Beginning-in-Charge Nov. 3-5 San Francisco Peninsula Nov. 17-19 Los Angeles Airport Staff Training for Accounting and Auditing: Supervisory Dec. 1-3 Los Angeles Airport Dec. 8-10 San Francisco Peninsula Staff Tax Training: Individuals (Form 1040) Oct. 27-29 San Francisco Peninsula Nov. 3-5 Burbank Area Staff Tax Training: S Corporations (Form 1120S) Nov. 17-18 San Francisco Peninsula Dec. 15-16 Burbank Area Staff Tax Training: Partnerships and LLCs (Form 1065) Dec. 1-2 San Francisco Peninsula Jan. 8-9 Burbank Area
REGISTRATION INFORMATION REGISTER ONLINE calcpa.org/ELCP
Contact CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066 Phone (800) 922-5272 Fax (888) 868-8558 Web calcpa.org Event Pricing Member $199 Conference Registration July 23 Hotel Nikko San Francisco Event Code 5142195A July 24 Westin Los Angeles Airport Event Code 5142195B Discount Programs Save hundreds with Value-Priced Education (VPE) and Coupons. VPE 80 $1,295 CalCPA Member VPE 40 $795 CalCPA Member VPE 24 $675 CalCPA Member Coupon 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 Policy All registrations are taken on a first-come, firstserved basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate. Cancellation Policy If 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.