Association of Public Pension Fund Auditors

(APPFA)

Professional Development Conference

Portland, OR

May 9-12, 1999

at the DoubleTree Hotel


AGENDA

Sunday, May 9, 1999

6:00 - 8:00 p.m.

Registration and Reception

Monday, May 10,1999

7:15 - 8:00 a.m.
Registration and Continental Breakfast

Session 1

8:00 - 8:15 a.m.
Introductions

Wayne Petersen, APPFA President
LACERA

8:15 - 9:00 a.m.
Keynote Speaker

Fred McDonnal, Executive Director
Oregon PERS

SESSION 2

Session 2

9:00 - 11:30 a.m.
Roll Call of the States

10:00 - 10:25 a.m.
Break

11:30 - 1:00 p.m.
Lunch (provided)

SESSION 3

Session 3

1:00 - 2:00 p.m.
Auditing Benefits

Linda Henry, CPA, Senior Associate
Maxwell, Locke & Ritter LLP

SESSION 4

Session 4

2:00 - 3:15 p.m.
Auditing Your Y2K Contingency Plan

Tobie Finzel, CISA, Information Protection & Y2K Consultant
Millenium Resources, LLC

3:15 - 3:30 p.m.
Break

SESSION 5

Session 5

3:30 - 4:45 p.m.
GASB Y2K Technical Bulletin
GASB OPEB Project

Robert Bensen, CPA, CIA, CISA, CGFM, Ph.D.
Lead Auditor, Special Projects, CalPERS

5:00 - 6:00 p.m.

APPFA Business Meeting

TUESDAY

Tuesday, May 11, 1999

7:30 - 8:00 a.m.
Continental Breakfast

SESSION 6

Session 6

8:00 - 10:00 a.m.
Assessing Risk

Roger McDaniel, CPA, CFE
President, Audit Services

10:00 - 10:25 a.m.
Break

10:25 - 11:30 a.m.
Assessing Risk
(Continued)

11:30-1:00 p.m.
Lunch (provided)

1:00 - 3:00 p.m.
Assessing Risk
(Continued)

3:00 - 3:25 p.m.
Break

3:25 - 5:00 p.m.
Assessing Risk
(continued)

WEDNESDAY

Wednesday, May 12, 1999

7:30 - 8:00 a.m.
Continental Breakfast

SESSION 7

Session 7

8:00 - 10:00 a.m.
Computer Fraud

Shawn Lewis, CPA, CFE, Manager for Special Investigations
Washington State Auditor's Office

10:00 - 10:30 a.m.
Break

SESSION 8

Session 8

10:30 - 11:30 a.m.
Social Security in the Public Sector

Tim Beard, Employer Service Liaison Officer
Social Security Administration
Seattle Office

-Conference Ends-

The APPFA Professional Development Conference is designed to further enhance the participant’s auditing skills and also provide a forum for the exchange of ideas and concepts. At the completion of the conference, the participant will have attained an overview of the topic areas.

Although there is no prerequisite for attending this conference, the level of knowledge required is intermediate to advanced. Auditing and accounting professionals may qualify for 19 hours of Continuing Professional Education by attending this conference, which is designed to comply with the AICPA's Statement on CPE Standards. Participants attending this conference will receive an attendance certificate following the completion of this program.

 

Registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the acceptance of individual courses.

Complaints regarding sponsors may be addressed to:

NASBA
150 Fourth Avenue North, Suite 700
Nashville, TN 37219-2417
(615) 880-4200

The Course registration fee includes all workbook materials, continental breakfasts and breaks. The registration fee will be refunded upon written cancellation notice received ten (10) days before the seminar. No refund will be issued for cancellations received after that date.

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