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The KSCPA Business & Industry Conference is a conference produced by the members of the KSCPA to provide CPAs and others the opportunity to receive general and technical education targeted specifically to business & industry. Participants work in a range of organizations and are primarily composed of CPAs involved in financial reporting, taxation; CFOs, accounting, finance managers, directors, staff accountants, and CPAs in public practice who service business & industry clients. The 2013 conference, Charting a Course in Uncertain Timesis both an educational and networking event. This is a chance to take a breather from the challenges of the routine but harried workday to focus on updating knowledge and creating a course of action that is successful despite uncertain times. STEERING COMMITTEE Teema Roberts, CPA, Chair, Controller Interiors Cabin Systems, UTC Aerospace Systems, Wichita Stephanie L. Bowen, CPA, Tax Director, Flint Hills Resources, Wichita Angie K. Costley, CPA, Financial Accounting Manager, MV Purchasing, LLC, Wichita Christine M. Hilton, CPA, Audit Manager, Grant Thornton LLP, Wichita Chris A. Kibler, CPA, CGMA, Director of Finance, Intrust Bank Arena, Wichita Jill Kruse, CPA, Scheduler of Oil Movements, Jayhawk Pipeline LLC, McPherson Christina M. Ricke, CPA, Member & Director, Best People Strategy Group, Kennedy and Coe, LLC, Wichita Stephanie Sage, CPA, Staff Accountant, Larson & Company, P.A., Wichita Robyn L. Seglem, CPA, Director of Accounting, Law-Kingdon, Inc, Wichita Nathan L. Spearman, CPA.CITP, CGMA, Chief Financial Officer, Viega LLC, Wichita 8:10am-4:30pm Members: $195.00 Non-Members: $245.00 Designed for 8 hours of CPE / 8 hours CLE CLICK HERE TO REGISTER TODAY on www.kscpa.org Or call 785.272.4366

8:10am-4:30pm · CPAs and others the opportunity to receive general and technical education targeted specifically to business & industry. ... retirement after the stock market crash

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Page 1: 8:10am-4:30pm · CPAs and others the opportunity to receive general and technical education targeted specifically to business & industry. ... retirement after the stock market crash

The KSCPA Business & Industry Conference is a conference produced by the members of the KSCPA to provide

CPAs and others the opportunity to receive general and technical education targeted specifically to business & industry.

Participants work in a range of organizations and are primarily composed of CPAs involved in financial reporting, taxation;

CFOs, accounting, finance managers, directors, staff accountants, and CPAs in public practice who service business &

industry clients.

The 2013 conference, “Charting a Course in Uncertain Times” is both an educational and networking event.

This is a chance to take a breather from the challenges of the routine but harried workday to focus on updating knowledge

and creating a course of action that is successful despite uncertain times.

STEERING COMMITTEE Teema Roberts, CPA, Chair, Controller – Interiors Cabin Systems, UTC Aerospace Systems, Wichita

Stephanie L. Bowen, CPA, Tax Director, Flint Hills Resources, Wichita

Angie K. Costley, CPA, Financial Accounting Manager, MV Purchasing, LLC, Wichita

Christine M. Hilton, CPA, Audit Manager, Grant Thornton LLP, Wichita

Chris A. Kibler, CPA, CGMA, Director of Finance, Intrust Bank Arena, Wichita

Jill Kruse, CPA, Scheduler of Oil Movements, Jayhawk Pipeline LLC, McPherson

Christina M. Ricke, CPA, Member & Director, Best People Strategy Group, Kennedy and Coe, LLC,

Wichita

Stephanie Sage, CPA, Staff Accountant, Larson & Company, P.A., Wichita

Robyn L. Seglem, CPA, Director of Accounting, Law-Kingdon, Inc, Wichita

Nathan L. Spearman, CPA.CITP, CGMA, Chief Financial Officer, Viega LLC, Wichita

8:10am-4:30pm Members: $195.00 Non-Members: $245.00

Designed for 8 hours of CPE / 8 hours CLE

:

CLICK HERE TO REGISTER TODAY on www.kscpa.org

Or call 785.272.4366

Page 2: 8:10am-4:30pm · CPAs and others the opportunity to receive general and technical education targeted specifically to business & industry. ... retirement after the stock market crash

Business & Industry Conference

Tuesday, June 18, 2013 – Hyatt Regency Wichita

SCHEDULE OF EVENTS

07:30-08:10 Registration & Continental Breakfast

08:10-08:15 Welcoming Remarks: Teema Roberts, Conference Chair

08:15–09:05 Creating a Wow Culture with a Multi-generational Workforce!

Amy Shoemaker, PHR, EMBA, Certified Master Coach; Director, People Growth Strategies,

Kennedy & Coe, LLC

Frustrated that your new hires aren’t willing to “pay their dues” before expecting that promotion?

Curious why your managers just want to work quietly and not be bothered with a lot of questions?

Unclear why your college graduates and tenured employees don’t respect one another?

Wondering what’s up with flex schedules, ipods at work, remote workers? Why can’t people just work 8 am – 5

pm, Monday through Friday in a civilized manner?

If these questions have puzzled, frustrated, or confused you, help is on the way! This interactive workshop will not

only answer these questions, we’ll provide real-life solutions to these situations that you can implement once you

return to work!

Most companies have either three or four generations in their workforce today. As the Traditionalists delayed their

retirement after the stock market crash of 2008 and Baby Boomers are working and living longer, we’ll see more

generations in the workforce than any other time in business. This diversity can be a real asset for our businesses, if

we know how to leverage the strengths that each generation brings to our workplace.

Unleash the potential of your multi-generational workforce and create a Wow Culture in your company!

09:05–09:55 FASB to FRF for SMEs: Deciding what’s Best for the Privately-Held Company

Lori A. Wenrich, CPA, Manager, Ernst & Young Financial reporting options for privately-held companies suddenly abound. What is a company to do? This session

provides insights into what the options are and the steps a company should take in deciding which the most effective

methodology is for the stakeholders.

09:55-10:10 Break

10:10-11:10 Technology Update for Business & Industry

Randolph P. Johnston, MSC, MCP, President, Network Management Group, Inc.

What if you could sit down for half a day and learn everything you needed to know to converse with your IT

professionals over the future of your company’s technology? What emerging technology should you consider

investing? Is your company’s technology an advantage, or a deficit, to your future growth? This session is a

business friendly discussion of where technology is today and where it is going. Topics will include the latest updates

for your data center from Microsoft and others, as well as new smart devices, such as phones and tablets to enhance

your workforce. We will discuss the latest technology to include workstations, laptops, monitors, and much more.

Conference Sponsor

CHARTING A COURSE IN UNCERTAIN TIMES

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Business & Industry Conference

Tuesday, June 18, 2013 – Hyatt Regency Wichita

SCHEDULE OF EVENTS (cont.) 11:10–12:00 Federal and State Tax Update

Gary C. Allerheiligen, CPA, Retired Grant Thornton Partner, Individual Practitioner

Gary is a favorite among CPAs and accountants in both industry and public practice. Like most of his sessions, Gary

reviews the most current Federal and State tax issues and provides his own insights into how companies can most

effectively develop a taxation strategy.

12:00-1:00 Networking Lunch

01:00–01:50 Economic Update: Creating Growth in Uncertain Times

Chris Kuehl, PhD, Managing Director, Armada Corporate Intelligence

Dr. Kuehl discusses where U.S. companies stand amongst global competitors and the future of the U.S. economy

now that the real battles have begun.

01:50- 02:40 NFL Franchise vs. Traditional Business Dan Crumb, CPA, CGMA, CFO, Kansas City Chiefs, Kansas City, MO

This session reviews the structure and function of the financial aspects of the Kansas City Chiefs. Dan reviews the

history of Chiefs, the front office, finance department, reporting requirements, significant revenue and expenses, and

the excitement of game day.

02:40–02:50 Break

02:50–03:40 Business Implications of Health Care Reform and Federal & Kansas Tax Law Changes

Clinton Baker, MBA, CPA, Member, Kennedy & Coe, LLC, Wichita

Karen Vines, Vice President, Benefits, IMA Inc., Wichita

Are you looking for clarity in the uncertain landscape of Health Care Reform, Bush Era Tax Cuts and Kansas Tax

Laws?

• Supreme Court Decision

• What provisions are still under review or delayed?

• 2012/2013 Mandates & Medicare Taxes

• Bush Era Tax Cuts

• Kansas Tax Law changes

• 2014 Exchanges & “Play or Pay”

03:40-04:30 How Market-Based Management Creates a Prosperous Company Richard Anderson, Senior Business Consultant, Koch Industries, Inc.

This session provides an inside view of a management philosophy that enables organizations to succeed long term by applying the principles that allow free societies to prosper.

Luncheon Sponsor

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Business & Industry Conference

Tuesday, June 18, 2013 – Hyatt Regency Wichita

04:30–05:30 NETWORKING RECEPTION

Sponsored by VR Business Brokers, Wichita- Thank You!

Thank you to Koch Industries for sponsoring the conference luncheon.

Thank you to our Conference Sponsor

Page 5: 8:10am-4:30pm · CPAs and others the opportunity to receive general and technical education targeted specifically to business & industry. ... retirement after the stock market crash

Business & Industry Conference

Tuesday, June 18, 2013 – Hyatt Regency Wichita

SPEAKER BIOS

Gary C. Allerheiligen, CPA Individual Practitioner & Retired Partner, Grant Thornton, Wichita

Gary C. Allerheiligen, CPA has over 40 years of experience in public accounting, specializing in

the area of taxation. His practice includes general tax planning and counsel with a

specialization in benefits and deferred compensation.

Gary is a Retired Partner in the Grant Thornton LLP Tax Services Practice of the Wichita Office

where he served as Office Managing Partner.

Gary has extensive experience teaching courses for Grant Thornton LLP and is a frequent

speaker at taxation conferences and KSCPA courses. Gary is a member and past chair of the

Kansas Society of CPAs. He is a member of the Ethics Committee and serves as Chair of the

Legislative Executive Committee. As the Chair of the Legislative Executive Committee, Gary evaluates taxation bills,

leads committee meetings, and testifies on behalf of the Kansas Society.

Gary is a member of the American Institute of Certified Public Accountants (AICPA) and served as the Designated

Council Representative. Gary is current serving a three-year term as the KSCPA elected member of the governing

council of the AICPA Gary also serves on the Board of Directors for the Orpheum Center for the Performing Arts and for

Forward Wichita, Inc. He is a Board Member of SW & Central KS Chapter of MS Society and serves on the School of

Business Advisory Board at Emporia State University.

Gary holds a Bachelor of Science in Business from Emporia State University in Emporia,

Kansas.

Clinton Baker, CPA, MBA Member, Kennedy and Coe, LLC

Clinton’s 15 years of experience include helping clients with specialized tax consulting,

succession planning, estate planning, and strategic planning. Prior to joining Kennedy and Coe,

Baker was a member in a large firm in the Mid-Atlantic region and began his career with a “Big 6”

international accounting firm. Contact Clinton at [email protected] or 316.685.0222.

Dan Crumb, CPA, CGMA CFO, Kansas City Chiefs

Dan Crumb was named Kansas City’s Chief Financial Officer on September 17, 2010. He

enters his third season in the National Football League, working with Chiefs Chairman and

CEO Clark Hunt and President Mark Donovan in directing the club’s business operations.

Since joining the Chiefs, Crumb has been instrumental in strengthening the club’s business

operations by instituting changes that have improved the team’s business efficiency including

implementation of new payroll and accounting systems, strengthening business continuity and

disaster recovery plans and enhancing ticketing procedures for special events. Along with the

club’s finance department, Crumb also oversees the ticket office and information systems

department, which serves the technology needs of both the Chiefs and Hunt Midwest Enterprises.

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Business & Industry Conference

Tuesday, June 18, 2013 – Hyatt Regency Wichita

SPEAKER BIOS (cont.)

“Dan has a proven track record of success as a financial officer, and his leadership and experience make him a key

addition to our business operations,” Hunt said upon hiring Crumb.

Prior to joining the Chiefs, Crumb, a New Orleans native, worked for the New Orleans Hornets of the National Basketball

Association as the team’s Senior Vice President and Chief Financial Officer. During his time with the Hornets, he led the

club’s finance, human resources and information technology departments. He oversaw the transition of the finance

department from Oklahoma City to New Orleans following Hurricane Katrina. In addition to financial leadership, Crumb

was responsible for compliance with league standards and policies.

Before joining the Hornets, Crumb served as the Chief Financial Officer of Abita Springs Water Company, Inc. He guided

the company’s rebuilding efforts through Hurricanes Katrina and Rita which included adjusting the company’s business

model, procuring product from alternate sources and preparing business interruption and property and casualty claims

related to Hurricane Katrina. He also managed the company’s finance, information technology and human resources

departments for the organization’s multi-state operation.

Crumb began his professional career at KPMG, an international audit, tax and advisory firm.

The certified public accountant earned his Master of Business Administration from Tulane University’s A. B. Freeman

School of Business. He also holds a Bachelor of Science degree in Finance from the University of New Orleans.

An active member of the New Orleans community, Crumb served on the Board of Directors for The Salvation Army, Café

Hope and Second Harvest Food Bank of Greater New Orleans and Acadiana. He was also a guest lecturer at the Tulane

University Law School Sports Law Program and has authored a number of articles for national and state CPA society

journals.

Crumb has brought that same community involvement to the Midwest and is part of numerous philanthropic organizations

in Kansas City. He is a member of the Board of Directors of Harvesters Community Food Network. He is also on the

Finance Committee of Catholic Charities of Northeast Kansas and a Snow Ball Patron Committee member.

In addition to his community service Crumb is a member of the American Institute of Certified Public Accountants, the

Missouri Society of Certified Public Accountants and the Kansas Society of Certified Public Accountants.

He and his wife Janet have two children – Pat and Ally.

Randolph P. Johnston, MCS President, Network Management Group, Inc., Hutchinson, KS Randolph P. (Randy) Johnston, MCS has been a top rated speaker in the technology industry

for over 30 years. Randy writes a monthly column for The CPA Practice Advisor, articles for

the Journal of Accountancy, and creates articles for both accounting and technology

publications, as well as being the author of numerous books. His influence throughout the

accounting industry is highlighted once again this year by being a recipient of the 2011

Accounting Today Top 100 Most Influential People in Accounting award for the eighth

consecutive year. Among his many other awards he holds the honor of being one of nine

technology stars in the U.S. by Accounting Technology Magazine. He was inducted into the

Accounting Hall of Fame in 2011. He has started and owns multiple businesses including K2 Enterprises in Hammond,

Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. In 2010, NMGI announced their national support

of CPA firms. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing,

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Business & Industry Conference

Tuesday, June 18, 2013 – Hyatt Regency Wichita

SPEAKER BIOS (cont.)

snorkeling and model trains. His experience as a college instructor, management and technology consultant, and advisor

to the industry will be obvious to you in today’s presentation. Randy can be reached at [email protected],

[email protected], 620-664-6000 x 112, via www.randyjohnston.com, www.technologybestpractices.com,

www.nmgi.com, or www.k2e.com.

Dr. Chris Kuehl Managing Director, Armada Corporate Intelligence

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for the Missouri Society of CPAs and the Kentucky Society of CPAs. Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager’s Index from NACM and Fabrinomics from the FMA.

Amy L. Shoemaker, PHR, EMBA Certified Master Coach, Director, People Growth Strategies, Kennedy & Coe, LLC

Amy Shoemaker has more than 25-years of experience in developing leaders for a variety of

companies, including Fortune 100 companies. She uses her 18 years of experience as a Vice

President of Human Resources and Training to partner with clients to develop and enhance their

leadership skills, which includes managing multiple generations in the workplace. She has

extensive experience in driving organizational change; facilitating the leadership team, cultural and

employee integration during mergers and acquisitions; executive coaching; and performance

management.

Education and Certifications

Wichita State University, Executive Masters in Business Administration (EMBA)

University of Toledo, Bachelor of Business Administration in Human Resource Management

Stanford Graduate School of Business, Human Resources Executive Program

Cornell University, Inclusive Workplace Conference

HR Certification Institute, International Certification as Professional in Human Resources (PHR)

Behavioral Coaching Institution, Certified Master Coach (CMC)

Professional Associations and Civic Groups

Colorado HR Association, Board of Directors, Co-Chair Professional Development Groups, Founder of HR Business Leader Forum

Colorado Women’s Chamber of Commerce, Cherry Creek Leads Group Vice President

Boys and Girls Club of Larimer County, Board of Directors

Dress for Success, facilitates Interviewing Skills and Business Etiquette classes for homeless and chronically unemployed women and single parents in homeless shelters

Page 8: 8:10am-4:30pm · CPAs and others the opportunity to receive general and technical education targeted specifically to business & industry. ... retirement after the stock market crash

Business & Industry Conference

Tuesday, June 18, 2013 – Hyatt Regency Wichita

SPEAKER BIOS (cont.)

Karen Vines Vice President, Benefits, IMA, Inc. Karen’s over 25 years of experience includes strategic planning, benefit analysis, plan design,

self-funding, consumer-driven health plans, and value-based benefits. She leads IMA’s Health

Care Reform Advisory Practice. Prior to joining IMA, Vines held positions in both management

and sales during her 15 years of service with Blue Cross Blue Shield of Kansas. Contact Karen

at [email protected] or 316.266.6532.

Richard Anderson Senior Business Consultant, Market-Based Management®, LLC (MBM®), Koch Industries

Richard is a Sr. Business Consultant with Market-Based Management®, LLC (MBM®), the

wholly-owned subsidiary of Koch Industries responsible for providing MBM products and

services to all of the Koch Companies. In this role, Richard works with businesses and

capability groups to advance the understanding and application of MBM to improve results.

Richard began his career with Koch in 1985 as a market analyst for Koch Carbon, eventually

moving into a sales and marketing role based in Genoa, Italy. He has held numerous other

positions throughout the company including roles in the Koch Development Group, Human

Resources, Capital Services, the Public Sector Capability and Flint Hills Resources.

Richard earned a bachelor’s degree in business administration as well as an MBA from the University of Kansas. He and

his wife, Sarah, make their home in Wichita and have two sons, Will and Chase.

Based in Wichita, Kansas, Koch Industries consists of a diverse group of companies involved in refining, chemicals and

biofuels; forest and consumer products; fertilizers; polymers and fibers; process and pollution control equipment and

technologies; commodity trading and services; minerals; ranching; and investments. Koch companies have a presence in

nearly 60 countries and employ about 60,000 people.

Lori Wenrich, CPA Manager, Ernst & Young LLP

Lori has been an auditor in public accounting for 8 years, specializing in the manufacturing and

oil and gas sectors. Lori is active in the KSCPA and is co-chair of the Young Professionals

Committee. Lori holds a Bachelor of Science in Accounting from Wichita State University.