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April 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

2
3

Financial Services (2:00 PM EDT)
Fair Value Modeling and Model Validation: Issues, Considerations, and Techniques


Tax Executives (2:00 PM EDT)
State Sales Tax Exemption Certificates: Taming the Sales Tax Beast
4

Financial Executives (2:00 PM EDT)
Corporate Social Responsibility: Trends, Challenges, and Potential Benefits


HR Executives (2:00 PM EDT)
Universal Health Care Coverage: Back to the Front Burner and Hotter Than Ever
5

Public Sector (2:00 PM EDT)
Identity Theft: How Vulnerable is Your Organization?
6

7

8

9

Energy & Resources (2:00 PM EDT)
Energy Policy: The Impact of the New Congress


Financial Executives (2:00 PM EDT)
Fraud Risk Management: Whose Job Is It Anyway?
10

Financial Executives (2:00 PM EDT)
Quarterly Accounting Roundup: An Update of Important Developments


Life Sciences & Health Care (2:00 PM EDT)
The NAIC Model Audit Rule and Implementation: Will the Road Be Bumpy or Smooth?
11
12

China Issues (11:00 AM EDT)
Business and Tax Planning for China Tax Reform


Manufacturing (1:00 PM EDT)
The Global Factory: Merge Your Manufacturing and Sourcing Strategies for Global Opportunity
13

14

15

16


TAX DAY
17

Financial Services (2:00 PM EDT)
Accelerating Risk Management Practices: Applying Insights from Leading Global Institutions


Tax Executives (2:00 PM EDT)
Federal Tax Business Hedging: Why You Need to Get on Top of IRS Rules Now
 
18
4/18/2007

Financial Executives (3:00 PM EDT)
Tax Spotlight: Creating Value by Including Your Tax Department in Business Decisions
 
19

Consumer Business (11:00 AM EDT)
Supply Chain Risk Management: Is There a Cost for Improved Efficiency?
 
20

21

22

23




  
24

Financial Executives (2:00 PM EDT)
Accounting for Convertible Instruments: An Overview
 
25

China Issues (11:00 AM EDT)
M&A in China: Decision-Making in China’s Less than Transparent Deal Environment


TMT (1:00 PM EDT)
The Future of Media: Profiting from Generational Differences
 
26

Financial Executives (2:00 PM EDT)
The Next Stage of Section 404: Opportunities for Management to Optimize Efforts
 
27

Tax Executives (2:00 PM EDT)
Federal Tax Business Hedging: Why You Need to Get on Top of IRS Rules Now
  

28

29

30




 
         

May 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

  1

Financial Services (2:00 PM EDT)
Unclaimed Property Compliance For Financial Services Companies


Tax Executives (2:00 PM EDT)
Illinois: Riding Out the Storm of Tax Changes in the Prairie State
 
2

Financial Executives (2:00 PM EDT)
Diversifying the American Board: Considerations for Joining a Board of Directors


HR/Tax Executives (2:00 PM EDT)
Equity Incentives: The Effects of Corporate Life Events
 
3
Financial/Tax Executives (2:00 PM EDT)
Corporate Governance in Private Companies: The Value of a Board of Directors


Public Sector (2:00 PM EDT)
Major Construction Projects: Improving Governance and Minimizing Risks
 
4

5

6

7 8

Tax Executives (2:00 PM EDT)
Loss Disallowance Rules: The IRS Clears the Air – Or Does It?
 
9

Financial Executives (2:00 PM EDT)
Government Investigations: Cooperation Without Surrender


HR/Tax Executives (2:00 PM EDT)
Equity Incentives: The Effects of Corporate Life Events
  
10

Manufacturing (1:00 PM EDT)
Achieving Profitable Growth in Emerging Markets: Stacking the Deck to Your Advantage


Tax Executives (2:00 PM EDT)
Transfer Pricing Audits: Surviving the Inevitable
 
11

12

13

14 15

Financial Services (2:00 PM EDT)
E-Mail, Instant Messaging, and Records Management for Insurers: Dispose at Your Peril


Life Sciences & Health Care (2:00 PM EDT)
Value-Based Pricing Strategies: Navigating in the Age of Transparency
 
16

Financial Executives (3:00 PM EDT)
Strategic Uncertainty: A New Risk Management Paradigm for CFOs
 
17

Consumer Business (11:00 AM EDT)
Foreign Corrupt Practices Act: The Best Defense is a Good Offense
 
18

19

20

21 22

Real Estate (11:00 AM EDT)
Brazil: Is Now a Good Time to Invest?
 
23

China Issues (11:00 AM EDT)
M&A in China: Structuring and Compliance Considerations


TMT (1:00 PM EDT)
The Race to Connect the Unconnected: How Human Resources Can Help You Win
 
24

Financial Executives (2:00 PM EDT)
Governance, Risk, and Compliance: Evaluating Strategy, Structure, and Costs


Tax Executives (2:00 PM EDT)
Intercompany Services: A New Playing Field
 
25

26

27

28


HOLIDAY
29 30 31

HR Executives (2:00 PM EDT)
Talent Management: Why Connections Count So Much in a Wired World


 
   

June 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

     1




 

2

3

4



 

   
5
Tax Executives (2:00 PM EDT)
Using Partnerships in a Corporate Structure: Do You Need to Rethink Your Approach?
 
6

HR/Tax Executives (2:00 PM EDT)
Follow the Money – Will Congress and the President Turn to Compensation and Benefits for Revenue?
 
7

Financial/Tax Executives (2:00 PM EDT)
Executive Compensation in Private Companies: Strategies for Attracting, Retaining, and Motivating Top Talent
 
8

9

10

11 12

Life Sciences & Health Care (2:00 PM EDT)
Innovation in the Life Sciences Industry: Igniting an Innovation Explosion


Public Sector (2:00 PM EDT)
Enterprise Identity Management: The Real ID Opportunity
 
13

Financial Executives (2:00 PM EDT)
SFAS 141R: Why a Valuation Perspective Is Critical


Tax Executives (2:00 PM EDT)
Transfer Pricing and Customs: Beware of the Overlaps
 
14

China Issues (11:00 AM EDT)
China Tax and Regulatory Update


Manufacturing (1:00 PM EDT)
Growing a Lean, Green, Earning Machine – The Sustainable Enterprise


HR Executives (2:00 PM EDT)
Where HR Is Going: How the C-Suite and Board Are Driving Change
 
15

16

17

18

Energy & Resources (2:00 PM EDT)
Low-Cost Country Sourcing: A Strategy to Improve Operational and Financial Performance
 
19

Financial Executives (2:00 PM EDT)
EITF Roundup: Highlights of the June Meeting


Financial Services (2:00 PM EDT)
Tax Traps of Public-Private Partnerships
 
20

Financial Executives (2:00 PM EDT)
The Latest Trends in Corporate Governance


Tax Executives (2:00 PM EDT)
Compensatory Partnership Interests: Planning Opportunities and Issues

 
21

Consumer Business (11:00 AM EDT)
The Travel, Hospitality, and Leisure Industry: What to Expect in 2007 and Beyond
 
22

23

24

25 26

Real Estate (11:00 AM EDT)
SFAS 157 and Real Estate Firms: Here We Go Again


Financial Services
(2:00 PM EDT)

Subprime Mortgage Industry: Riding Out the Storm
 
27

TMT (1:00 PM EDT)
Competitive Preparedness: Is Your Company Ready for the Next High Tech Market Change?


Financial Executives (3:00 PM EDT)
Overhaul Your Financial Close and Reporting Process Without Turning Your Company Upside-Down
 
28

Financial Executives (2:00 PM EDT)
Section 404: What does the New Guidance Mean to You?


Tax Executives (2:00 PM EDT)
International Tax Compliance: Mid-Season Update on Tax Year 2006 Reporting
 
29 30
Back to Top

July 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

  1



 
2
3

4

5

6




 

7

8

9

10

Financial Services (2:00 PM EDT)
Alternative Asset Management: Legislative Outlook on Compensation

11

Financial Executives (2:00 PM EDT)
Highlights from Proxy Season 2007: Executive Compensation and Other Hot Topics


HR/Tax Executives (2:00 PM EDT)
Global Compensation and Benefits: A Controls Approach to Reducing Risk

12

China Issues (11:00 AM EDT)
Private Equity Investment in China


Manufacturing (1:00 PM EDT)
Integrating Your Service Business: A Quick and Lasting Source of New-Found Profits?

13
 

14

15

16

Consumer Business (11:00 AM EDT)
Sustainability: Why Being Responsible is Good Business



17

Financial Executives (2:00 PM EDT)
Quarterly Accounting Roundup: An Update of Important Developments


Life Sciences & Health Care (2:00 PM EDT)
Is Your Provider Organization Ready for a Tax-Exemption Challenge

18

Financial Executives (2:00 PM EDT)
Mergers and Acquisitions: Using More Sophisticated Due Diligence for Competitive Advantage


Tax Executives (2:00 PM EDT)
Post-Transaction Adjustments: Managing Your Global Transfer Pricing While Minimizing Ripple Effects

19

Tax Executives (2:00 PM EDT)
German Tax Reform and UK Tax Update


20
 

21

22

23
 
24

Real Estate (11:00 AM EDT)
2007 Global Commercial Real Estate Capital Flows: Attractiveness Remains, but Will the Pace Continue?


Financial Services (2:00 PM EDT)
Insurance Technology Strategy and Service-Oriented Architecture: Adding Speed and Agility While Reducing Costs

25

TMT (1:00 PM EDT)
Global Trends in Venture Capital


Financial Executives (3:00 PM EDT)
Finance and Accounting Outsourcing: Creating Business Value beyond Labor Arbitrage

26

Financial Executives (2:00 PM EDT)
Governance, Risk, and Compliance Strategies: Update from the Field


Public Sector (2:00 PM EDT)
Security Management: Confronting the Insider Threat

27

28

29

30




 
31

Financial Executives (2:00 PM EDT)
Accounting for Convertible Instruments


HR Executives (2:00 PM EDT)
Tapping Techno-Savvy New-Hires to Boost Loyalty and Performance
 

August 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

  1
Tax Executives (2:00 PM EDT)
Multistate Income and Franchise Tax Developments: Are We in for a Bumpy Ride?

2

Financial Executives (2:00 PM EDT)
Private Company Information Security: What You Don’t Know Can Hurt You


Public Sector (2:00 PM EDT)
Applying Leading Customer Management Practices to the Public Sector

3

4

5

6

7

Financial Services (2:00 PM EDT)
Hedge Fund Risk Management: The Challenge of Managing Operational Risk and Addressing Transparency

8

Financial Executives (2:00 PM EDT)
Measuring Corporate Culture: Enhancing the Board’s Understanding


Tax Executives (2:00 PM EDT)
Transfer Pricing of Intercompany Loans and Guarantees: Still No Easy Answers

9

China Issues (11:00 AM EDT)
China Tax and Regulatory Update


Manufacturing (1:00 PM EDT)
Managing Retiree Medical Costs: Addressing a Growing Dilemma in Health Care

10
 

11

12

13


14

15

Energy & Resources (2:00 PM EDT)
Renewable Portfolio Standards, Renewable Energy Credits, and Carbon Offsets


Financial Executives (2:00 PM EDT)
Cyber Crime: Fending Off Corporate Raids from Within and Outside

16

Consumer Business (11:00 AM EDT)
Identity Theft: Addressing Privacy Protection and Incident Response


Financial Executives (2:00 PM EDT)
FIN 46(R): An Overview of Consolidations


17
 

18

19

20
 
21

Financial Services (2:00 PM EDT)
Insurance Operations Outsourcing and Offshoring: Ready for Take-Off


Life Sciences & Health Care (2:00 PM EDT)
Strategic Flexibility for Health Plans: Surviving in an Uncertain Market

22

TMT (1:00 PM EDT)
Risk Intelligence in the Technology, Media, and Telecommunications Industries


Tax Executives (2:00 PM EDT)
Industry Issue Focus: The New Approach to IRS Examinations

23

Financial Executives (2:00 PM EDT)
IT as an Enabler of Governance, Risk, and Compliance


Tax Executives (2:00 PM EDT)
International Partnerships: Structures and Issues

24

25

26

27

Financial Executives (2:00 PM EDT)
International Financial Reporting Standards: Evaluating the Implications of Recent SEC Activity


28

HR Executives (2:00 PM EDT)
The Next Wave of Talent Management: Linking Business and Talent Strategies
29

Tax Executives (2:00 PM EDT)
Final Corporate Estimate Tax Regulations: Is There Any Good News?
30
31
 

September 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun





 
       

1

2

3
4

5

Financial Services (2:00 PM EDT)
Evolving Models of Retail Banking Distribution


HR/Tax Executives (2:00 PM EDT)
Rewards Transformation: Why a Tax Perspective is Critical

6

Financial Executives (2:00 PM EDT)
The Private Company Financial Reporting Committee: Are You Tuned In?


Public Sector (2:00 PM EDT)
Finance Transformation: Implementing a Consistent Vision Across Agencies


 
7

8

9

10
11

Tax Executives (2:00 PM EDT)
Debt and Taxes: What Every Tax Department Should Know About Today’s Debt Instruments

 

12

Financial Executives (2:00 PM EDT)
The “G” in Governance, Risk, and Compliance: What’s the Board’s Role?


Tax Executives (2:00 PM EDT)
Canada: The Empire Strikes Back?

13

China Issues (11:00 AM EDT)
M&A in China: Post-Merger Integration


Manufacturing (1:00 PM EDT)
Integrated Supply Chain: Orchestrating Multiple Business Models to Improve Business Performance

14

Life Sciences & Health Care (2:00 PM EDT)
“Search” and Development: The New Paradigm for Life Sciences R&D

15

16

17

Financial Executives (2:00 PM EDT)
EITF Roundup: Highlights of the September Meeting
18

Financial Services (2:00 PM EDT)
An Option You Can’t Ignore


Tax Executives (2:00 PM EDT)
State Credits and Incentives: Control Steps to Retain Funding

 
19

Financial Executives (2:00 PM EDT)
Valuation in Emerging Market M&A: Why Traditional Approaches May Be Dangerous


Tax Executives (2:00 PM EDT)
The IRS Office of Appeals: Deciphering Who Has Settlement Authority

20

Consumer Business (11:00 AM EDT)
Immigration Laws: Why Supply Chain Compliance Should Be a Priority


Energy & Resources (2:00 PM EDT)
Managing Capital Project Risk in the Power and Utilities Sector

21

22

23

24

Financial/Tax Executives (2:00 PM EDT)
FIN 48: Setting Your Sights on the Long Term

25

Real Estate (11:00 AM EDT)
Going Green: How To Do It Responsibly and Profitably

26

TMT (1:00 PM EDT)
The Best of Both Worlds: Integrating Your Organization’s On-Premise and On-Demand Applications


Financial Executives (3:00 PM EDT)
Beyond Information Quality to Information Value: Making the Business Case for a New Information Strategy

27

Financial Executives (2:00 PM EDT)
Compliance Evolution: Automated Continuous Controls Monitoring and Testing

 
28

HR Executives (2:00 PM EDT)
Mass Career Customization: Aligning Your Workplace With Today’s Nontraditional Workforce

29

30



Back to Top

October 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

1
 

2

Private Equity, Hedge Funds, & Mutual Funds (2:00 PM EDT)
International Large Position Reporting for Global Asset Managers

Multistate Tax (2:00 PM EDT)
FAS 5: Sales and Use Tax Contingencies – How to Stay Out of Hot Water

3

Compensation & Benefits (2:00 PM EDT)
Informal Funding of Deferred Compensation Arrangements: Quantifying the Financial Statement Impact

Sarbanes-Oxley (2:00 PM EDT)
Section 404 for Non-Accelerated Filers: How to Implement a Top-Down, Risk-Based Approach

4
5

6


7

8

9

Financial Reporting (2:00 PM EDT)
Quarterly Accounting Roundup: An Update of Important Developments

10

Federal & State Government (2:00 PM EDT)
State-Led Health Reform: Emerging Trends and Innovations

Transfer Pricing (2:00 PM EDT)
Transfer Pricing and FIN 48: It’s a Whole New Ballgame

11

China Issues (11:00 AM EDT)
The Board’s Changing Role in China’s Strategy

Automotive (1:00 PM EDT)

M&A Transition Services: Planning and Managing Complex Carve-Out Transactions

12

Tax Executives (2:00 PM EDT)
Canada-U.S. Tax Treaty Update: Is Your Business Prepared for the Impact of the New Protocol?
 
13
14

15

16

Real Estate (11:00 AM EDT)
Real Estate Finance Transformation: Is It Time to Shift Away From Outsourcing?

Banking & Securities (2:00 PM EDT)
Consolidation in the Banking Sector: Bigger and Bolder But Not Always Brighter

17

Health Care Providers (2:00 PM EDT)
Medicaid and Medicare Billing Compliance: Managing Your Risk

Driving Enterprise Value (3:00 PM EDT)
The CFO’s Next Challenge: Applying Finance Talent to Create Enterprise Value

18

Consumer Business (11:00 AM EDT)
Mergers and Acquisitions: Exploiting the M&A Jungle

Power & Utilities (2:00 PM EDT)
Post-Merger Integration Factors to Consider Before the Deal

19
20
21

22

23

Transactions & Business Events (2:00 PM EDT)
Intellectual Property Infringement in Emerging Markets: Identifying and Managing the Risks

HR Executives: Organization and Change (2:00 PM EDT)
Organization Design: Creating Real Value in a Constantly Changing Enterprise

24

Technology, Media, & Telecom (1:00 PM EDT)
Interactive Advertising: Managing Risks to Create Opportunities

International Tax (2:00 PM EDT)
European Tax Update: Spotlight on the Netherlands, Belgium, and Other Key Countries

25

Sarbanes-Oxley (2:00 PM EDT)
Section 404 for Non-Accelerated Filers: How to Identify and Evaluate Controls

26
27
28

29

30

Financial Reporting (2:00 PM EDT)
Accounting for Convertible Instruments: Puts, Calls, and Contingent Payments

31

Federal Tax (2:00 PM EDT)
Fright Fest? Preparer Penalties Scare Up New Disclosures, New Debates

 
 
 

Back to Top

November 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

 
 
 

1

Private Companies (2:00 PM EDT)
Strategic Sourcing for Private Companies: The Sky’s the Limit?

2

Sarbanes-Oxley (2:00 PM EDT)
Section 404 for Non-Accelerated Filers: How to Conclude and Report on Control Effectiveness

3
4
5

6

Insurance (12:00 PM EST)
Insurance Anti-Money Laundering Compliance: An Update on IRS Examinations

Multistate Tax (2:00 PM EST)
State Apportionment Update: Are All Roads Leading to the Sales Factor?

7

Corporate Governance (2:00 PM EST)
Shifting Your Focus to Long-Term Performance

Compensation & Benefits (2:00 PM EST)
Executive Compensation: Will Your Program Withstand Scrutiny?

8

China Issues (11:00 AM EST)
Contract Risk and Compliance: More Than a Matter of Trust

Manufacturing (1:00 PM EST)
Finance Transformation: Is This the Secret Sauce for Improved Manufacturing Performance?

9
10
11
12

13

Oil & Gas (2:00 PM EST)
Capital Asset Efficiency: Managing the Big Spend

Life Sciences (2:00 PM EST)
External Manufacturing: Why Emerging Markets Require a Secure Value Chain

14

Transactions & Business Events (2:00 PM EST)
Foreign Corrupt Practices Act: Why Heightened Vigilance Can Be Critical

Transfer Pricing (2:00 PM EST)
Transfer Pricing Across Europe: Supply Chain Initiatives a Growing Target

15

Retail (11:00 AM EST)
Enterprise Asset Management: Uncovering the Hidden Value

Federal & State Government (2:00 PM EST)
Looming Fiscal Challenge: Preparing Today for Tomorrow’s Budget Crunch

16
17
18
19

20

China Issues (11:00 AM EST)
China Tax and Regulatory Update

Banking & Securities (2:00 PM EST)
Gen Y Consumers: A Significant Opportunity

21

22



Thanksgiving Holiday

23
24
25
26

27

HR Executives: Talent Management (2:00 PM EST)
Talent Acquisition and Development: Time to Turn the Page?

Federal Tax (2:00 PM EST)
Section 355 Spin-Off Update: Breaking Up Is Hard to Do, or Is It?

28

Technology & Media (1:00 PM EST)
The Upside of IP: A Little Exploitation Can Lead to Significant Revenues

Driving Enterprise Value (3:00 PM EST)
Integrated Performance Management: A Critical Lever, But Not as Easy as It Looks

29

Real Estate (11:00 AM EST)
Real Estate Talent Management: Attracting the Next-Generation Workforce

Sarbanes-Oxley (2:00 PM EST)
The Supply Chain Side of Governance, Risk, and Compliance

30
 

Back to Top

December 2007

Monday

Tuesday

Wednesday

Thursday

Friday

Sat/Sun

    







1
2

3

4

Multistate Tax (2:00 PM EST)
State Information Sharing: Who Is Telling What to Whom – and Why You Should Care

Financial Reporting (2:00 PM EST)
EITF Roundup: Highlights of the December Meeting

5

Corporate Governance (2:00 PM EST)
Setting Strategy: How Should the Board Be Involved?

Compensation & Benefits (2:00 PM EST)
401(k) Investment Fee Disclosure: Are You Protecting Yourself and Your Company?

6

Federal & State Government (2:00 PM EST)
Breaking Cycles and Smashing Silos in Public Benefits

Financial/Private Companies (2:00 PM EST)
Preparing for an IPO or Strategic Sale: Make a Strong First Impression

7
8
9

10

Financial/FAS 109 (2:00 PM EST)
FIN 48 and FAS 109: Bringing Disclosure and Transparency into Focus

11

China Issues (11:00 AM EST)
2008 China Outlook: Another Momentous Year?

Private Equity, Hedge Funds, & Mutual Funds
(2:00 PM EST)

Internal Audit: The Growing Importance Within Asset Management Firms

12

Transactions & Business Events (2:00 PM EST)
Anti-Money Laundering and Economic Sanctions Compliance: Looking Beyond Borders

Health Plans (2:00 PM EST)
Health Care Consumerism: Emerging Segments, Important Opportunities

13

Retail (11:00 AM EST)
Gift Cards, Money Laundering, and Fraud: Protecting Against the Perfect Holiday Storm

Manufacturing (1:00 PM EST)
Managing Risk in the Extended Manufacturing Enterprise

14
15
16

17

18

Insurance (2:00 PM EST)
Contingent Commissions: Growth and Distribution for Insurance Companies

Federal Tax (2:00 PM EST)
R&D Tax Credit Update: What’s in Store for 2007-8?

19

Technology, Media, & Telecom (1:00 PM EST)
The Wireless Broadband Marketplace: Managing the Customer Experience

International Tax (2:00 PM EST)
International Tax Treaty Update: Which Way is the Wind Blowing?

20

Sarbanes-Oxley (2:00 PM EST)
The Impact of Governance, Risk, and Compliance on IT

21
22
23

24



Christmas Eve

25



Christmas Day

26
27
28
29
30

31