Next Technical Meeting

November 18, 2008

Afternoon Session:

"IFRS vs. US GAAP"

Marco Marcellan, IFRS Specialist, RSM McGladrey

Click here for a copy of Marco's presentation

Evening Session:

"IFRS - Where it is taking us: An Update and Overview"

Kevin Dueck, Senior Manager and IFRS Specialist, Deloitte

Click here for a copy of Kevin's presentation

October 21, 2008

"Challenges and Strategies in our current Economic Environment"

Amy Cox, Director of Placement

Vaco Financial Staffing

For notes from the meeting, click here

For those who attended the meeting and requested a CPE certificate, you should receive it by e-mail. If you don't receive it within the next week, please contact Amy Cox at acox@vaco.com

September 16, 2008

Managing Liability Exposure through Risk Transfer

Stephanie Petras, Manager - Reinsurance Services

Scottsdale Insurance

August 19

Lean: It's Not Just for Manufacturing Anymore

(click here for a copy of the Karen's Powerpoint presentation)

Karen Timian

Controller, Elster Services LLC

July 15

What Hath Sox Wrought?

A Look at the development and the effects of the Sarbanes-Oxley Act of 2002

(Click here for a copy of Beth's presentation)

Beth Kaplan, CPA

Director, Deloitte and Touche, LLP

June 24

An Advanced Look at Arizona State Sales Tax Deductions

Doug Williamson, AZ Department of Revenue

For the Deduction Codes handout from the meeting, click here

May 20

Topic:
Fraud in the Workplace

Click here for a copy of this presentation

Speaker:

Lois A. Folk, CFE, CPA

Director, Forensic Accounting & Litigation Services

RSM McGladrey Inc.

April 22

Topic:
A Cutting Edge Approach to Achieving Greater Profits

Speaker:

Dan Zalta, Founder and President

Fee Technology

Developer of Profit Solver Management Software

March 18

Topic:
Managing Professional Development

Speaker:

Greg Schultz, Senior Program Manager

Click here to view Greg's Powerpoint presentation

Greg Schultz is a Senior Program Manager for a Fortune 100 company here in the Valley. During his career, he has managed both people and technology in various leadership positions. He believes that technological innovation requires the implementation of technology and the integration of humans that will interact with the technology. While most firms are good with technological implementation, organizational strategy requires careful consideration and planning for human interaction with that technology.

Greg has developed a Professional Development model that helps people manage development similar to the way they manage a project. His model has been used by multiple organizations to diagnose and understand organizational adaptive effectiveness. It provides leaders the opportunity to increase adaptation while decreasing crisis situations and reactivity to the environment.

Greg holds a B.S. in Finance, an MBA in Technology Management, and is currently completing his dissertation for a Doctorate in Management. His passion and research focus on organizational culture and social systems that exist within organizations. His doctoral research focused on motivation, job satisfaction, and feelings of organizational inclusion for diverse members in the manufacturing sector. He also holds two security certifications from the SANS institute.

February 19

Federal and State Tax Update

Bradley Smith, CPA, Deni Baldwin, CPA and

Violeta Selanteva, CPA

Deloitte Tax LLP

Handouts from the session: Federal update or State update

(note - handouts will be removed from website 2/18/10)

*******Please let us know what you thought about the topic/speakers for******** the February meeting here

January 15

Living the Life You Want:

How Neuro-Linguistic Programming Can Help You

Daniel Moren

Principle Coach and Trainer

NLP Arizona

December 18

Creating, Implementing, and Managing with the

Balanced Scorecard

Click here for a copy of Bob's presentation

Bob Paladino, CPA, MBA

Bob Paladino and Associates, LLC

Author of Five Key Principles of Corporate Performance Management

Crown Castle Hall of Fame Award Winner

Creating, Implementing and Managing with the Balanced Scorecard

Crown Castle Hall of Fame Award Case Study from former SVP Global Performance Bob Paladino, CPA, MBA

Many organizations have some form of performance management or balanced scorecard. In many cases these programs are local or exist in different forms or levels throughout the enterprise. The designs look good but the implementations fall short. Why do so many company managers with good intentions stop short of true implementation? Seldom do the measurement programs link to strategy and operational objectives, measures, targets and key initiatives to drive breakthrough results.

What do Balanced Scorecard Hall of Fame Award winning companies know that others do not? How have they avoided the pitfalls to achieve breakthrough results in the financial, customer, operational and people perspectives of their business? How have they translated the text books and training seminars implementation actions that employees can understand and support?

This interactive session will provide first hand experiences with the top 25 Balanced Scorecard hall of fame best practices including the Crown Hall of Fame case study.

Implementation topics include:

Review of 25 Hall of Fame best practices and Valuable lessons – pitfalls to avoid

Best practices to help accelerate your results

Templates to help you with your program

Roadmap for success

Bob Paladino, CPA is a long time thought leader and implementer in the CPM field. His firm advises Boards of Directors and leaders globally; his strategy management courses are offered through colleges and leading corporations. He has advised over 12 Hall of Fame Award Winners. His book Five Key Principles of CPM was a #1 release from Wiley & Sons. Recently the SVP Global Performance at Crown Castle, an award winning company. Prior to that, he led a consulting practice for Drs. Kaplan and Norton founders of the Balanced Scorecard. Bob Paladino & Associates, LLC provides practical, results oriented services to Fortune 1000 companies.

Bob Paladino & Associates, LLC

Summerfield Commons, 2543 Washington Road- Suite 910

Pittsburgh, PA 15241

O:412-833-9317, C:978-857-6766, F:412-220-2454

bobpaladino@paladinoassociates.com, visit us www.paladinoassociates.com

BOB PALADINO, CPA

Managing Partner, Bob Paladino & Associates, LLC

Bob Paladino is the Founder and Managing Partner of his firm, which focuses on advising Boards of Directors, Executives and their teams on implementing and integrating Balanced Scorecard, Knowledge Management, and Six Sigma competencies. He has a long history as a successful practitioner of these concepts in a corporate setting and as an advisor and consultant to Fortune 500 firms across a wide range of industries. Drawing from this extensive experience, he has authored the best-selling book in which he synthesizes the best practices in the Corporate Performance Management (CPM) field: "Five Key Principles of Corporate Performance Management." His firm offers CPM services for rapidly implementing and integrating proven methodologies to drive breakthrough results.

As a former Senior Vice President of Crown Castle International in the Office of the CEO, he directed the global CPM/Balanced Scorecard program to win both the coveted international Hall of Fame Balanced Scorecard Award and the American Productivity & Quality Center’s (APQC) Best Practice Partner award.

Formerly a leading consultant for PricewaterhouseCoopers, the Balanced Scorecard Collaborative, and Towers Perrin, he is a Wharton MBA, a CPA and a member of the AICPA and MSCPA. He is published in leading journals and is among the highest rated speakers at corporate and industry events, such as FEI, ASMI and CFO Rising.

Positions Held

Crown Castle International, Senior Vice President, Global Performance

Balanced Scorecard Collaborative, Vice President, Practice Leader, Balance Scorecard

PricewaterhouseCoopers, Principal Consultant, Financial Cost Management

Coopers & Lybrand, IBM JV (Meritus Consulting) Manager, Strategic and Operational Solutions

Towers Perrin, Senior Consultant, Utilities Industry Efficiency Reviews

Ernst & Young, Senior Auditor, Fortune 1000 Clients

REP Management Corporation, President, Consumer Products Wholesale Company

Education and Affiliations

BS, Cum Laude Accounting, University of Massachusetts

MBA, Major in Finance and Management, Wharton Business School

Executive Education in finance, Harvard Business School; supply chain, MIT

CPA, Member AICPA and MSCPA

Elected Member Beta Gamma Sigma and Beta Alpha Psi, Academic Honor Societies

Fellow, American Strategic Management Institute (ASMI)

Steering Committee, American Productivity & Quality Center (APQC)

What Do Industry and Thought Leaders Say About Five Key Principles?

FIVE PRINCIPLES presents guidance for the design, development, and implementation of a strategic planning and control system. Such a system leads toward better strategic decisions, competitive advantage, and increased profitability. Drawing on his profuse knowledge and extensive practical experience, Bob Paladino conveys a lively coverage of essential ideas and examples of ways to improve performance.

-Charles T. Horngren, Professor Emeritus, Stanford University

"Paladino [Bob] effectively leverages his considerable knowledge and experience as a management consultant and chief performance officer at Crown Castle to produce a compelling case for a Corporate Performance Management office. The CPM office becomes the focal point for translating strategic intent to operational actions. The concept is enriched by the book’s excellent examples from both private and public sector organizations."

-Dr. Robert S. Kaplan, Harvard Business School; Co-Developer of Balanced Scorecard, Strategy Focused Organization, and Activity-Based Costing

"Read this book if you want a practical guide—based on real experience—to take your organization to higher levels of performance."

-Carla O’Dell, President American Productivity and Quality Center (APQC)

"Bob Paladino’s observations and principles are firmly rooted in the Kaplan/Norton Strategy Focused Organization (SFO) methodology. Bob is to be congratulated for his creative extension of these principles and for the illustrative cases provided. He has successfully walked the tightrope of theory and practice – a good read."

- David P. Norton, Co-Inventor Balanced Scorecard and Strategy Focused Organization Concepts, Boston, Massachusetts

"Lots of organizations are measuring performance, but few succeed in effectively managing performance. This timely book contains time tested insight from leading companies and provides a ‘how-to’ guide for jumpstarting performance improvement initiatives in your organization."

-Carl DeMaio, President and Founder The Performance Institute and American Strategic Management Institute (ASMI)

	Recent Meeting Information

Home Upcoming Events President's Message Student Chapter Information Links/Roster/Directory Board of Directors Newsletter Feedback Meeting Information and Reservations Membership Page Recent Meeting Information National Conference Information Employment CMA Certification Student Chapter Information Special Events & Incentives	November 18, 2008 Afternoon Session: "IFRS vs. US GAAP" Marco Marcellan, IFRS Specialist, RSM McGladrey Click here for a copy of Marco's presentation Evening Session: "IFRS - Where it is taking us: An Update and Overview" Kevin Dueck, Senior Manager and IFRS Specialist, Deloitte Click here for a copy of Kevin's presentation October 21, 2008 "Challenges and Strategies in our current Economic Environment" Amy Cox, Director of Placement Vaco Financial Staffing For notes from the meeting, click here For those who attended the meeting and requested a CPE certificate, you should receive it by e-mail. If you don't receive it within the next week, please contact Amy Cox at acox@vaco.com September 16, 2008 Managing Liability Exposure through Risk Transfer Stephanie Petras, Manager - Reinsurance Services Scottsdale Insurance August 19 Lean: It's Not Just for Manufacturing Anymore (click here for a copy of the Karen's Powerpoint presentation) Karen Timian Controller, Elster Services LLC July 15 What Hath Sox Wrought? A Look at the development and the effects of the Sarbanes-Oxley Act of 2002 (Click here for a copy of Beth's presentation) Beth Kaplan, CPA Director, Deloitte and Touche, LLP June 24 An Advanced Look at Arizona State Sales Tax Deductions Doug Williamson, AZ Department of Revenue For the Deduction Codes handout from the meeting, click here May 20 Topic: Fraud in the Workplace Click here for a copy of this presentation Speaker: Lois A. Folk, CFE, CPA Director, Forensic Accounting & Litigation Services RSM McGladrey Inc. April 22 Topic: A Cutting Edge Approach to Achieving Greater Profits Speaker: Dan Zalta, Founder and President Fee Technology Developer of Profit Solver Management Software March 18 Topic: Managing Professional Development Speaker: Greg Schultz, Senior Program Manager Click here to view Greg's Powerpoint presentation Greg Schultz is a Senior Program Manager for a Fortune 100 company here in the Valley. During his career, he has managed both people and technology in various leadership positions. He believes that technological innovation requires the implementation of technology and the integration of humans that will interact with the technology. While most firms are good with technological implementation, organizational strategy requires careful consideration and planning for human interaction with that technology. Greg has developed a Professional Development model that helps people manage development similar to the way they manage a project. His model has been used by multiple organizations to diagnose and understand organizational adaptive effectiveness. It provides leaders the opportunity to increase adaptation while decreasing crisis situations and reactivity to the environment. Greg holds a B.S. in Finance, an MBA in Technology Management, and is currently completing his dissertation for a Doctorate in Management. His passion and research focus on organizational culture and social systems that exist within organizations. His doctoral research focused on motivation, job satisfaction, and feelings of organizational inclusion for diverse members in the manufacturing sector. He also holds two security certifications from the SANS institute. February 19 Federal and State Tax Update Bradley Smith, CPA, Deni Baldwin, CPA and Violeta Selanteva, CPA Deloitte Tax LLP Handouts from the session: Federal update or State update (note - handouts will be removed from website 2/18/10) *****Please let us know what you thought about the topic/speakers for**** the February meeting here January 15 Living the Life You Want: How Neuro-Linguistic Programming Can Help You Daniel Moren Principle Coach and Trainer NLP Arizona December 18 Creating, Implementing, and Managing with the Balanced Scorecard Click here for a copy of Bob's presentation Bob Paladino, CPA, MBA Bob Paladino and Associates, LLC Author of Five Key Principles of Corporate Performance Management Crown Castle Hall of Fame Award Winner Creating, Implementing and Managing with the Balanced Scorecard** Crown Castle Hall of Fame Award Case Study from former SVP Global Performance Bob Paladino, CPA, MBA Many organizations have some form of performance management or balanced scorecard. In many cases these programs are local or exist in different forms or levels throughout the enterprise. The designs look good but the implementations fall short. Why do so many company managers with good intentions stop short of true implementation? Seldom do the measurement programs link to strategy and operational objectives, measures, targets and key initiatives to drive breakthrough results. What do Balanced Scorecard Hall of Fame Award winning companies know that others do not? How have they avoided the pitfalls to achieve breakthrough results in the financial, customer, operational and people perspectives of their business? How have they translated the text books and training seminars implementation actions that employees can understand and support? This interactive session will provide first hand experiences with the top 25 Balanced Scorecard hall of fame best practices including the Crown Hall of Fame case study. Implementation topics include: Review of 25 Hall of Fame best practices and Valuable lessons – pitfalls to avoid Best practices to help accelerate your results Templates to help you with your program Roadmap for success Bob Paladino, CPA is a long time thought leader and implementer in the CPM field. His firm advises Boards of Directors and leaders globally; his strategy management courses are offered through colleges and leading corporations. He has advised over 12 Hall of Fame Award Winners. His book Five Key Principles of CPM was a #1 release from Wiley & Sons. Recently the SVP Global Performance at Crown Castle, an award winning company. Prior to that, he led a consulting practice for Drs. Kaplan and Norton founders of the Balanced Scorecard. Bob Paladino & Associates, LLC provides practical, results oriented services to Fortune 1000 companies. Bob Paladino & Associates, LLC Summerfield Commons, 2543 Washington Road- Suite 910 Pittsburgh, PA 15241 O:412-833-9317, C:978-857-6766, F:412-220-2454 bobpaladino@paladinoassociates.com, visit us www.paladinoassociates.com BOB PALADINO, CPA Managing Partner, Bob Paladino & Associates, LLC Bob Paladino is the Founder and Managing Partner of his firm, which focuses on advising Boards of Directors, Executives and their teams on implementing and integrating Balanced Scorecard, Knowledge Management, and Six Sigma competencies. He has a long history as a successful practitioner of these concepts in a corporate setting and as an advisor and consultant to Fortune 500 firms across a wide range of industries. Drawing from this extensive experience, he has authored the best-selling book in which he synthesizes the best practices in the Corporate Performance Management (CPM) field: "Five Key Principles of Corporate Performance Management." His firm offers CPM services for rapidly implementing and integrating proven methodologies to drive breakthrough results. As a former Senior Vice President of Crown Castle International in the Office of the CEO, he directed the global CPM/Balanced Scorecard program to win both the coveted international Hall of Fame Balanced Scorecard Award and the American Productivity & Quality Center’s (APQC) Best Practice Partner award. Formerly a leading consultant for PricewaterhouseCoopers, the Balanced Scorecard Collaborative, and Towers Perrin, he is a Wharton MBA, a CPA and a member of the AICPA and MSCPA. He is published in leading journals and is among the highest rated speakers at corporate and industry events, such as FEI, ASMI and CFO Rising. Positions Held Crown Castle International, Senior Vice President, Global Performance Balanced Scorecard Collaborative, Vice President, Practice Leader, Balance Scorecard PricewaterhouseCoopers, Principal Consultant, Financial Cost Management Coopers & Lybrand, IBM JV (Meritus Consulting) Manager, Strategic and Operational Solutions Towers Perrin, Senior Consultant, Utilities Industry Efficiency Reviews Ernst & Young, Senior Auditor, Fortune 1000 Clients REP Management Corporation, President, Consumer Products Wholesale Company Education and Affiliations BS, Cum Laude Accounting, University of Massachusetts MBA, Major in Finance and Management, Wharton Business School Executive Education in finance, Harvard Business School; supply chain, MIT CPA, Member AICPA and MSCPA Elected Member Beta Gamma Sigma and Beta Alpha Psi, Academic Honor Societies Fellow, American Strategic Management Institute (ASMI) Steering Committee, American Productivity & Quality Center (APQC) *What Do Industry and Thought Leaders Say About Five Key Principles?* FIVE PRINCIPLES presents guidance for the design, development, and implementation of a strategic planning and control system. Such a system leads toward better strategic decisions, competitive advantage, and increased profitability. Drawing on his profuse knowledge and extensive practical experience, Bob Paladino conveys a lively coverage of essential ideas and examples of ways to improve performance. -Charles T. Horngren, Professor Emeritus, Stanford University "Paladino [Bob] effectively leverages his considerable knowledge and experience as a management consultant and chief performance officer at Crown Castle to produce a compelling case for a Corporate Performance Management office. The CPM office becomes the focal point for translating strategic intent to operational actions. The concept is enriched by the book’s excellent examples from both private and public sector organizations." -Dr. Robert S. Kaplan, Harvard Business School; Co-Developer of Balanced Scorecard, Strategy Focused Organization, and Activity-Based Costing "Read this book if you want a practical guide—based on real experience—to take your organization to higher levels of performance." -Carla O’Dell, President American Productivity and Quality Center (APQC) "Bob Paladino’s observations and principles are firmly rooted in the Kaplan/Norton Strategy Focused Organization (SFO) methodology. Bob is to be congratulated for his creative extension of these principles and for the illustrative cases provided. He has successfully walked the tightrope of theory and practice – a good read." - David P. Norton, Co-Inventor Balanced Scorecard and Strategy Focused Organization Concepts, Boston, Massachusetts "Lots of organizations are measuring performance, but few succeed in effectively managing performance. This timely book contains time tested insight from leading companies and provides a ‘how-to’ guide for jumpstarting performance improvement initiatives in your organization." -Carl DeMaio, President and Founder The Performance Institute and American Strategic Management Institute (ASMI)

Recent Meeting Information