Advanced Estate Planning Institute
WOMEN’S LEADERSHIP FORUM Jan. 29-30, 2015 • San Francisco & Webcast
APRIL 24 SAN FRANCISCO Celebrating today’s success and inspiring tomorrow’s leaders.
Featured Speaker: Fiona Ma, CPA Board Member Second District State Board of Equalization Keynote Speaker: Carrie Schwab-Pomerantz, CFP President, Charles Schwab Foundation Senior Vice President, Charles Schwab & Co., Inc. Chairman of the Board, Schwab Charitable
WOMEN’S LEADERSHIP FORUM APRIL 24, 2015 HOTEL NIKKO SAN FRANCISCO
CONFERENCE OVERVIEW Overview: Join your peers for a day of leadership development and professional growth, as key leaders discuss current issues you face in your workplace every day. Find out what it takes to make sound business decisions, how your leadership can promote greater accountability, and how to build an inclusive workplace.
Thank you to our Platinum Sponsors:
Concurrent sessions will give you the choice to learn about what motivates workplace behavior, or what it takes to be a good nonprofit board member. Get a jump start on the day with a bonus panel session to find out how to maximize your network to build your business. Designed for: All women in the accounting profession who are interested in enhancing their leadership skills Credit Information CPE: 5 hours plus 1 hour for Opening Bonus Session
Thank you to our Gold Sponsor:
Thank you to our Silver Sponsor:
Thank you to our Bronze Sponsors:
Hotel Nikko 222 Mason Street San Francisco, CA 94102
AGENDA {AT-A-GLANCE}
Lunch (Plated lunch provided)
07:00
Pre-conference Registration
11:55
07:40
Pre-conference Session: Building Relationships to Build Your Business—How to Maximize Your Network
01:05
I’m the Driver: Making Your Career Choice
01:55
Office Talk: What Women Say, What Men Hear
02:55
Break
03:10
Building an Inclusive Workplace
04:00
Answers to Your Most Important Money Issues
04:45
Reception
06:00
Adjourn
08:30
Networking Reception and Registration
09:00
Welcome and Introductions
09:05
Future-tripping: How to Harness Your Mental and Emotional Abilities to Make the Best Business and Life Decisions
10:00
Plan to Be Amazing!™: Confidence, Competence and Communication
10:50
Break
11:05
Concurrent Sessions (Choose One): Workplace Behavior and Motivation: Why People Act the Way They Do
Women to Watch Awards Presentation
or On Board: Should You Be a Director of a Nonprofit?
Lunch Presentation: Women to Watch Awards CalCPA, in partnership with the AICPA and its Women’s Initiatives Executive Committee, will recognize leading women who have made significant contributions to the accounting profession, or who demonstrate characteristics that enable them to become leaders in the profession. Awards will be given in two categories: Experienced Leaders and Emerging Leaders.
07:00
Pre-conference Registration
07:40
Pre-Conference Session: Building Relationships to Build Your Business: How to Maximize Your Network
10:00
Plan to Be Amazing!™: Confidence, Competence and Communication • Learn how to bring greater intentionality and accountability to every business interaction • Explore how confidence affects your ability to influence colleagues and clients
• Setting and establishing networking goals • Choosing where to network • Best practices to effectively “work the room”
• Expand your definition of competence to include skills beyond technical acumen
• Timely follow-up
• Discover what really matters when you communicate
• Avoiding pitfalls
Carol Isozaki Strategic Brand Intelligence
Tamarra L. Brown, MBA, (CPA candidate) KPMG LLP Nancy Fox President The Business Fox
10:50
{Break}
11:05
{Concurrent Sessions} Choose One:
Cheryl Hodgson, Esq. Hodgson Legal Santa Monica
Workplace Behavior and Motivation: Why People Act the Way They Do • The 4 Behavioral Styles that influence our actions and emotions
08:30
Networking Reception and Registration
09:00
Welcome and Introductions
• The 6 Hidden Motivators that drive our decisions in career and life
Vanessa J. Hill, CPA, CFF, ABV, MBA Evidentia Consulting, LLP Conference Chair 09:05
• The Body Language Meter that tells if you’ve got rapport • Tips for influencing, selling and working together with diverse types
Future-Tripping: How to Harness Your Mental and Emotional Abilities to Make the Best Business and Life Decisions
Sue Zisko, MBA NSBN LLP
• The “cost” of not living in the present (missed opportunities)
{OR}
• The stress threshold trigger
On Board: Should You Be a Director of a Nonprofit? • What it takes to be a good board member
• The role of mindfulness and how to make it work for you • Discover your unique potential and learn how this will help you make better choices and decisions Joan Pastor, Ph.D. Licensed Industrial-Organizational Psychologist JPA International, Inc.
• Nonprofit governance • Fiduciary duties • Risks/red flags • Matching your passion to the organization Rosemary E. Fei, Esq. Adler & Colvin Board Member, CalNonprofits Melody S. Thornton, CPA MS Thornton CPA Board Member, Make-a-Wish Foundation
11:55
{Lunch} Plated lunch provided Women to Watch Awards And the winner is ... Join fellow attendees in congratulating winners of the 2015 Women to Watch Awards.
02:55
{Break}
03:10
Building an Inclusive Workplace • Leveraging strengths • Generational similarities/differences • Multi-generational leadership
01:05
I’m the Driver: Making Your Career Choice • Discover what professional success means to you and have the courage to be you!
• Inclusive programs Stephanie M. Polon Director of Talent Acquisition BDO USA LLP
• Review and define your goals • Know when to change your discipline or career path
04:00
• Make a business case for you career choices Fiona Ma, CPA Board Member Second District State Board of Equalization 01:55
Carrie Schwab-Pomerantz President, Charles Schwab Foundation Senior Vice President, Charles Schwab & Co. Inc Chairman of the Board, Schwab Charitable
Office Talk: What Women Say, What Men Hear • Understand the male perspective and the rules they play by • Find out what male partners are looking for in the women they work with and the leaders they choose
Answers to Your Most Important Money Issues • A Fireside Chat between Carrie SchwabPomerantz and CalCPA CEO, Loretta Doon
Loretta Doon, CPA CEO CalCPA and CalCPA Education Foundation 04:45
Reception
06:00
Adjourn
• Review recommendations for women aspiring to be leaders • Learn the fine art of persuasion and how to work effectively together moderator: Chrislynn Freed, CPA Professor of Clinical Accounting University of Southern California panelists: James Henry, CPA San Francisco Market Managing Partner PwC LLP
Deborah Messemer, CPA Managing Partner, San Francisco Office KPMG LLP Joan Pastor, Ph.D. Licensed Industrial-Organizational Psychologist JPA International, Inc. Ty W. Pforsich, CPA Regional Managing Partner Moss Adams LLP
SESSION DETAILS
CONFERENCE PLANNING COMMITTEE
Conference Planning Committee Vanessa J. Hill, CPA, CFF, ABV, MBA Conference Chair Evidentia Consulting, LLP
Meredith A. Johnson, CPA, CFP Burr Pilger Mayer, Inc.
Lori Fisk Felando, CPA (Inactive) St. Supery Vineyards and Winery
Becky Yang O’Malley, CFE BDO USA LLP
Melissa E. Harman, CPA Moss Adams LLP
Jenifer Siou, CPA, CFE NSBN LLP
Maya S. Ivanova, CPA, MBA Wilson Ivanova CPAs Inc. APAC
Francine B. Vorhees, CPA Moss Adams LLP
YOUR has come true CalCPA Education Foundation Value-Priced Education (VPE) discount programs are valid for one year from date of purchase. Maximize your savings by buying your discount program during your license renewal month.
Discount Programs: VPE 80 $1,295 VPE 40 $795 VPE 24 $675
With over 1,300 quality titles to choose from, earn up to 80 hours of CPE through our conferences, courses, On-Demand and CPE Weeks including new exclusive Luxury CPE destinations.
calcpa.org/discount.
REGISTRATION INFORMATION
REGISTER ONLINE calcpa.org/Conferences
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 $149 Nonmember $199 Coupon add-on $0 VPE add-on $0 Conference Registration April 24 Hotel Nikko San Francisco Event Code 5141000A 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. Three business days before the conference, they will be accessible via calcpa.org/MyEvents.
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.