Advanced Estate Planning Institute Jan. 29-30, 2015 • San Francisco & Webcast

A

pril

24 •

San

Fra

ncis

co

WOMEN’S LEADERSHIP FORUMAPRIL 24 SAN FRANCISCO

Celebrating today’s success and inspiring tomorrow’s leaders.

Keynote Speaker: Carrie Schwab-Pomerantz, CFPPresident, Charles Schwab FoundationSenior Vice President, Charles Schwab & Co., Inc.Chairman of the Board, Schwab Charitable

Featured Speaker: Fiona Ma, CPABoard Member Second DistrictState Board of Equalization

WOMEN’S LEADERSHIP FORUMAPRIL 24, 2015HOTEL NIKKO SAN FRANCISCO

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.

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

CONFERENCE OVERVIEW

Hotel Nikko222 Mason Street

San Francisco, CA 94102

Thank you to our Gold Sponsor:

Thank you to our Bronze Sponsors:

Thank you to our Platinum Sponsors:

Thank you to our Silver Sponsor:

Pre-conference Registration

Pre-conference Session: Building Relationships to Build Your Business—How to Maximize Your Network

Networking Reception and Registration

Welcome and Introductions

Future-tripping: How to Harness Your Mental and Emotional Abilities to Make the Best Business and Life Decisions

Plan to Be Amazing!™: Confidence, Competence and Communication

Break

Concurrent Sessions (Choose One):Workplace Behavior and Motivation: Why People Act the Way They Do

or

On Board: Should You Be a Director of a Nonprofit?

AGENDA {AT-A-GLANCE}

09:00

09:05

10:50

10:00

11:05

11:55

Lunch Presentation: Women to Watch Awards

CalCPA, in par tnership 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.

07:40

Lunch (Plated lunch provided)

Women to Watch Awards Presentation

I’m the Driver: Making Your Career Choice

Office Talk: What Women Say, What Men Hear

Break

Building an Inclusive Workplace

Answers to Your Most Important Money Issues

Reception

Adjourn

01:55

03:10

04:00

04:45

06:00

01:05

02:55

07:00

08:30

Pre-conference Registration

Pre-Conference Session: Building Relationships to Build Your Business: How to Maximize Your Network

• Setting and establishing networking goals

• Choosing where to network

• Best practices to effectively “work the room”

• Timely follow-up

• Avoiding pitfalls

Tamarra L. Brown, MBA, (CPA candidate)KPMG LLP

Nancy FoxPresidentThe Business Fox

Cheryl Hodgson, Esq.Hodgson LegalSanta Monica

Networking Reception and Registration

Welcome and Introductions

Vanessa J. Hill, CPA, CFF, ABV, MBAEvidentia Consulting, LLP Conference Chair

Future-Tripping: How to Harness Your Mental and Emotional Abilities to Make the Best Business and Life Decisions

• The “cost” of not living in the present (missed opportunities)

• The stress threshold trigger

• 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 PsychologistJPA International, Inc.

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

• Expand your definition of competence to include skills beyond technical acumen

• Discover what really matters when you communicate

Carol IsozakiStrategic Brand Intelligence

{Break}

{Concurrent Sessions} Choose One:

Workplace Behavior and Motivation: Why People Act the Way They Do• The 4 Behavioral Styles that influence our actions

and emotions

• The 6 Hidden Motivators that drive our decisions in career and life

• The Body Language Meter that tells if you’ve got rapport

• Tips for influencing, selling and working together with diverse types

Sue Zisko, MBANSBN LLP

{OR}

On Board: Should You Be a Director of a Nonprofit? • What it takes to be a good board member

• Nonprofit governance

• Fiduciary duties

• Risks/red flags

• Matching your passion to the organization

Rosemary E. Fei, Esq.Adler & ColvinBoard Member, CalNonprofits

Melody S. Thornton, CPAMS Thornton CPABoard Member, Make-a-Wish Foundation

07:00

08:30

09:05

11:05

10:50

10:00

07:40

09:00

{Break}

Building an Inclusive Workplace• Leveraging strengths

• Generational similarities/differences

• Multi-generational leadership

• Inclusive programs

Stephanie M. Polon Director of Talent Acquisition BDO USA LLP

Answers to Your Most Important Money Issues• A Fireside Chat between Carrie Schwab-

Pomerantz and CalCPA CEO, Loretta Doon

Carrie Schwab-PomerantzPresident, Charles Schwab FoundationSenior Vice President, Charles Schwab & Co. IncChairman of the Board, Schwab Charitable

Loretta Doon, CPACEOCalCPA and CalCPA Education Foundation

Reception

Adjourn

01:05

01:55

04:45

03:10

04:00

06:00

{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.

I’m the Driver: Making Your Career Choice• Discover what professional success means to

you and have the courage to be you!

• Review and define your goals

• Know when to change your discipline or career path

• Make a business case for you career choices

Fiona Ma, CPA Board Member Second DistrictState Board of Equalization

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

• 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 AccountingUniversity of Southern California panelists: James Henry, CPA San Francisco Market Managing Partner PwC LLP

Deborah Messemer, CPAManaging Partner, San Francisco OfficeKPMG LLP

Joan Pastor, Ph.D.Licensed Industrial-Organizational PsychologistJPA International, Inc.

Ty W. Pforsich, CPARegional Managing PartnerMoss Adams LLP

02:55

SESSIONDETAILS

11:55

CONFERENCE PLANNING COMMITTEE

Vanessa J. Hill, CPA, CFF, ABV, MBAConference ChairEvidentia Consulting, LLP

Lori Fisk Felando, CPA (Inactive)St. Supery Vineyards and Winery

Melissa E. Harman, CPAMoss Adams LLP

Maya S. Ivanova, CPA, MBAWilson Ivanova CPAs Inc. APAC

Meredith A. Johnson, CPA, CFPBurr Pilger Mayer, Inc.

Becky Yang O’Malley, CFEBDO USA LLP

Jenifer Siou, CPA, CFENSBN LLP

Francine B. Vorhees, CPAMoss Adams LLP

Conference Planning Committee

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.

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.

Discount Programs:VPE 80 $1,295 VPE 40 $795 VPE 24 $675

ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066

Phone (800) 922-5272Fax (888) 868-8558Web calcpa.org

Event PricingMember $149Nonmember $199Coupon add-on $0VPE add-on $0

Conference RegistrationApril 24 Hotel Nikko San Francisco Event Code 5141000A

Discount ProgramsSave hundreds with Value-Priced Education (VPE) and Coupons.

VPE 80 $1,295 CalCPA MemberVPE 40 $795 CalCPA MemberVPE 24 $675 CalCPA MemberCoupon 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 PolicyAll registrations are taken on a first-come, first-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.

Cancellation PolicyIf 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.

REGISTRATION INFORMATIONREGISTER ONLINE calcpa.org/Conferences