The Philadelphia Chapter of the Institute of Internal Auditors invites you to attend...

"Hot Topics in Internal Auditing"

Pre-REGISTRATION NOW CLOSED

To inquire about space availability and register on-site - please contact our Meeting Manager:

events@phillyiia.org or call (215) 405-5510

 

Credits:  8 CPE Credits

Date: February 15, 2008

Location: 

Springfield Country Club

400 W. Sproul Rd.

Springfield, PA 19064

Registration: 7:30 am - 8:15 am

Program Time:  8:15 am - 4:30 pm

Price:   $195.00 Members               $215.00 Non-Members     

(Includes 8 CPE credits, continental breakfast and lunch)

 

Regsitration Closes:  February 11, 2008

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AGENDA

Topic	Speaker
How To Save Millions / Paying for Your Department in Perpetuity	Rich Lanza
IRS Trends	Trevor Ackerman - KPMG
Hot Tax Issues – Tax Update	Trevor Ackerman and Adam Cupersmith- KPMG
IRS Investigations – What you should know	IRS Representative
Practical Application of IRS Policies & FIN 48	Ken Jones and Trevor Ackerman - KPMG
New SEC Regs regarding Proxy Disclosures on Executive Compensation**	David Chang, Director and Judy Mester, Senior Manager,  Deloitte & Touche LLP

 

Speaker Downloads

Click to Download

How to Save Millions / Paying for Your Department in Perpetuity

IRS Trends / Agenda

 

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About Our Speakers...

Rich Lanza (CPA/CITP, CFE, PMP), President

Rich Lanza dedicates himself to assisting organizations generate cash recoveries, stop profit leaks, move away from control issues, and work towards process improvements. This is done by pairing companies with a recovery expert best suited to their needs or by helping companies incorporate profit recovery technology.

Rich is the author of 12 publications and training courses in audit software and has over 75 articles for major audit and accounting publications. He has worked for companies ranging in size from $30 million to $12 billion, and in all he has helped them save money through the use of technology and recovery auditing.

While he has over 15 years of experience and is a recognized leader in the use of technology, Rich also founded AuditSoftware.Net, a free website devoted to using technology for generating bottom line results. This website has become the top spot on the web for audit software based on Google rankings as its web content is propagated through various professional associations.

David Chang

Deloitte Tax LLP

Director

Global Employer Services – Compensation and Benefits

Parsippany, NJ

 

David rejoined Deloitte Tax in October 2006 as a Director in the Parsippany office.  David had spent 8 years with Deloitte Tax’s Employee Benefits Tax Group and was in charge of the Tri-State Employee Benefits Tax - Executive Compensation Team and consulted on the tax treatment, design, preliminary drafting, implementation and communication of non-qualified and equity based compensation plans.

Prior to rejoining Deloitte Tax, David was the Corporate Compensation Manager for Alcoa Inc. where he focused on the design, implementation, and administration of short and long-term executive compensation and benefit plans, personnel movements and analytics of the company’s top 1,200 executives globally.

• David has given speeches and presentations on the following:
• • Compensation and Benefits Issues in FAS 109 and FIN 48 (Deloitte National GES Training)
  • FAS 123(R) – FAS 109 Technical Training (Client Seminar)
  • Market Trends and Executive Compensation Techniques (Sonneschein Venture Technology Group – CEO Boot Camp)
  • Key Employee Compensation and Benefits Tax Issues in Turbulent Times (Deloitte Tax Client Seminar for Emerging Growth Companies)
  • NQSOs and ISOs and Section 280G (Tax Executive Institute and Deloitte Tax Client Seminars)
  • IRC Section 401(a)(9) Required Minimum Distributions (New York Archdiocese - Tax Seminar)
  • Employee Benefits Legislative Updates (Deloitte Tax Client Seminars)
  • Taxation and Reporting and Withholding Requirements for Equity Compensation (American Payroll Association)
  • Current Issues in Executive Compensation (The Conference Board Seminar)
  • Maximizing Benefits of Qualified and Non-Qualified Plans (Deloitte Corporate Executive Connection)
• David graduated from New York University, Leonard N. Stern School of Business with a B.S. in Accounting and Economics & an M.B.A. in Finance and Tax

 

Judith Mester

Deloitte Tax LLP

Senior Manager
Global Employer Services – Compensation and Benefits

Philadelphia, PA

• Judy is a Senior Manager in the Philadelphia office. She has experience in serving large multinational and mid-cap companies in numerous sectors, including: consumer business, manufacturing and life sciences. She has extensive experience in Sarbanes-Oxley tax compliance, internal control audit reviews, employment and executive compensation tax matters and IRS practice and procedures.
• Prior to rejoining Deloitte Tax, Judy was a Team Leader for Towers Perrin in Philadelphia, where she focused on various tax compliance matters relating to qualified retirement, and health & welfare programs.
• Judy has given speeches and presentations on the following:
  • Compensation and Benefits Issues in FAS 109 (Deloitte Tax Training)
  • Qualified Domestic Relations Order Compliance (Thompson Publishing)
  • HIPAA Privacy Compliance (Institute of Internal Auditors)
  • Qualified Benefit Plan Legislative Update (Deloitte Tax)
  • COBRA and HIPAA Compliance (Virginia Beach City Public School System)
  • New IRC Section 403(b) Final Regulations (Wachovia Bank)
  • Global Equity Compensation: Latest Trends and Developments (Multi-Client Presentation)
• Judy has the following professional affiliations:
  • Editorial Advisory Board for Thompson Publication: 401(k) Handbook and Loaning and Assigning Benefit Plan Money
  • IRS Pension Liaison Group, Member
  • Philadelphia Academies, Board of Governors with Business Academy
  • PENJERDEL Employee Benefits Association, Programming Committee
• Judy graduated from Statue University of New York at Albany with a B.A., and the Thomas M. Cooley Law School, with a J.D.

 

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Springfield Country Club

400 Sproul Rd.

Springfield, PA 19064

 

 

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Advance registration is required.  Full payment of conference fee is required to attend. 

Payment must be recived prior to the event date or on-site. 

Cancellation Policy: Refunds will be granted to those giving at least seven days advance notice. Registrants are responsible for the full registration fee should they not cancel at least seven days in advance or not cancel at all.  

If you have any questions, or if you need to cancel, please feel free to contact our event manager: E-mail events@phillyiia.org or call (215) 405-5510.