Association of Public Pension Fund Auditors
Professional Development Conference
St. Louis, Missouri
May 21-24, 2000
Sunday, May 21, 2000
Hotel Manager's Reception 5:00 - 7:00 pm
Monday, May 22, 2000
Registration 8:00 - 8:30 am
Introduction & Logistics 8:30 - 8:45 am
Wayne Petersen
APPFA President
Los Angeles County Employees' Retirement Association
1. Roll Call of the States 8:45 - 10:00 am
Tom Britting
APPFA Vice President
California Public Employees' Retirement System
Break 10:00 - 10:15 am
Roll Call (cont.) 10:15 - 11:30 am
Lunch 11:30 - 1:00 pm
2. Automated Workpapers 1:00 - 2:30 pm
Pam McCoy, CPA, CIA
Product Manager
PricewaterhouseCoopers LLP
Break 2:30 - 2:45 pm
3. Soft Dollar Lessons Learned 2:45 - 4:15 pm
Marvin Doyal, CPA, CFE
Compliance Officer
Florida State Board of Administration
Break 4:15 - 4:30 pm
Business Meeting 4:30 - 5:30 pm
Tuesday, May 23, 2000
4. Electronic Data Interchange (EDI) - Audit and Control Issues 8:30 - 10:00 am
Albert Marcella, Jr., PhD
CQA, COAP, CSP, CDP, CISA
Associate Professor
Webster University
Break 10:00 - 10:15 am
EDI, etc. (continued) 10:15 - 11:30 am
Lunch 11:30 - 1:00 pm
5. Cyber-Terrorism: Is Your Organization A Target? 1:00 - 3:00 pm
Albert Marcella, Jr., PhD
Break 3:00 - 3:15 pm
Cyber-Terrorism (continued) 3:15 - 4:30 pm
Group Outing — St. Louis Cardinals Baseball Game Evening
Wednesday, May 24, 2000
6. ACL Applications for Pension Audits 8:00 - 10:00 am
John Spielman
Systems Auditor
Public Employees' Retirement Association of Colorado
Helen Malzacher
IT Auditor
State of Wisconsin Department of Employe Trust Funds
Vicki Wickliffe
Operations/Procedures Auditor
State of Wisconsin Department of Employe Trust Funds
Break 10:00 - 10:15 am
7. Current Issues in Investment Consulting 10:15 - 11:45 am
Steve Holmes, CFA
President
Summit Strategies Group
End of Conference 11:45 am
CPE
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 this conference, the level of knowledge required is intermediate to advanced. Auditing and accounting professionals may qualify for 18 hours of Ccontinuing Professional Education by attending this conference, which is designed to comply with the AICPA’s Statement of 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, 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.
DIRECTIONS
Embassy Suites Hotel
Laclede's Landing
901 North First Street
St. Louis, MO 63102
Phone 314-241-4200
From the Airport (13 miles), take I-70 east to Convention Cntr/Arch/Riverfront Exit to stoplight. Stay in far right-hand lane. Follow signs that say Riverfront to Convention Plaza. At Convention Plaza make a left to light in far right-hand lane. Go straight across (which is Laclede's Landing Blvd) 2 blocks to First Street. Make a left, go half a block and hotel is on the left side of the street.
From I-64, I-55 or I-44, take Memorial Drive/Downtown Exit. Get in the far right-hand lane on Memorial Drive to Washington Blvd. Make a right. Go 2 blocks to First Street. Go left for 3 blocks, hotel is on the left side of the street.
TRANSPORTATION
• Metrolink Light Rail direct from Airport to Laclede's Landing. The Metrolink stops 3 blocks away from the hotel.
• Commercial Airport Shuttle Service available, for a fee.
• Taxi/Rental Car and Limousine service available.