Presented by Boise State University Department of Accountancy
Monday, December 18, 2017, 7:45 a.m.
Lunch Sponsored by
Treasure Valley CFO Forum
Date and Time
Monday, December 18, 2017, 7:45 a.m.
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The Gem State Business and Accounting Conference provides the latest updates and perspectives on a variety of accounting, audit, tax and reporting matters that impact both private and public companies. The program will also provide the latest information and perspectives on other current business topics including the multi-generation workforce and ethics.
Registration & Continental Breakfast 7:15 a.m. - 7:45 a.m. Welcome 7:45 a.m. - 7:50 a.m. Welcome to the 4th Annual Gem State Conference Session 1 7:50 a.m. - 8:40 a.m. Drew McCandless Money Laundering / Civil and Criminal Forfeiture Session 2 8:40 a.m. - 9:30 a.m. Ben Johnson, Ryan Tolley, Kelsey White New Revenue Recognition Standard / New Leasing Standard Refreshment Break 9:30 a.m. - 9:50 a.m. Session 3 9:50 a.m. - 10:40 a.m. Ryan Baxter, Peter Taylor Blockchain Session 4 10:40 a.m. - 11:30 a.m. Paul Bahnson, Troy Hyatt Accounting Update Lunch 11:30 a.m. - 12:00 p.m. Session 5 12:00 p.m. - 12:50 p.m. Allan Hall, Mark Heil, Wayne Rancourt, Ralph Woodward Treasure Valley CFO Forum Panel Discussion Session 6 12:50 p.m. - 1:40 p.m. John Bernardo Situational Ethics Refreshment Break 1:40 p.m. - 2:00 p.m. Session 7 2:00 p.m. - 2:50 p.m. Mike Serio Seeing Things Differently Session 8 2:50 p.m. - 3:40 p.m. Jeff Kummer Tax Reform Policy, Process and Prospects: What's Next? Closing Remarks 3:40 p.m. - 3:45 p.m. Closing Remarks
The 2017 Gem State Business & Accounting Conference will be held in the Micron Business & Economics Building at Boise State University (on the corner of University Drive and Capitol Blvd). Free event parking available in the Brady Parking Garage.
2017 Featured Speakers:Drew McCandless has over 20 years of experience investigating white collar crime as an FBI Special Agent. SA McCandless passed the CPA exam in 1993. The types of cases investigated include bank fraud, health care fraud, investment fraud, public corruption and money laundering in support of terrorism. SA McCandless has been assigned to three FBI Divisions including Little Rock, Arkansas; Albuquerque, New Mexico; and the Boise Resident Agency of the Salt Lake City, Utah Division.Ben Johnson joined Deloitte in 2008. During his nine years at Deloitte, he has served clients throughout the United States in both the public and private sectors in various industries including, power and utilities, retail, manufacturing, media, retail, private equity, healthcare, and not for profit. He currently serves as an audit and accounting advisory senior manager in Deloitte Boise office. In this role, Ben assists clients with technical accounting analysis, new accounting standard adoptions, financial statement audits, and mergers and acquisitions. Prior to his current role, Ben also spent time in Deloitte’s mergers and acquisition and national office accounting consultation groups.Ryan Tolley has nine years of professional experience serving public and private clients across various industries including: Aerospace and Defense, Retail and Telecommunications. He currently serves as an audit, accounting and advisory Senior Manager. In his role, he has assisted clients with IPO readiness, technical accounting analysis, new accounting standard adoptions, audit preparation, financial statement audits and project management. Prior to this role, Ryan has also been dedicated to providing merger and acquisition related services.Kelsey White is in her sixth year with Deloitte & Touche LLP serving public and private clients in retail, manufacturing, distribution, and other industries. Kelsey joined the Boise office of Deloitte & Touche LLP in 2011 after earning her bachelors in Accounting and Finance from the University of Idaho. Kelsey was recently selected to serve in a National Office Accounting Research role where she engages in consultations on complex and leading-edge matters for clients on areas such as revenue, business combinations and other miscellaneous topics.
Ryan Baxter is an Assistant Professor for the Department of Accounting at Boise State University. Prior to BSU he was an Associate Professor of Accountancy at Bentley University. He earned his Ph.D. in Information Systems from Case Western Reserve University, an M.Acc. and a B.S. in Accounting, and an A.A.S. with an emphasis on Business from Brigham Young University. Prior to academia, he worked for KPMG in the Silicon Valley as an IT Auditor also earning his CPA (currently inactive). Dr. Baxter has published and presented a number of articles about Enterprise Risk Management, Information Quality/Security/Control, Healthcare IT, and Telemedicine. He has been a peer reviewer for various journals and conferences including MIS Quarterly, the Journal of the Association for Information Systems, and the International Conference on Information Systems to name a few. He is currently an active member of the American Accounting Association (Accounting Information Systems Section).Peter Taylor is an Audit & Assurance Senior Manager within the Deloitte Seattle office. He has over 10 years of experience serving audit clients in the Consumer and Industrial Products industry. Currently, he is serving in a role in Audit Innovation focusing on Audit Analytics, Remote Sensing – Drones and Blockchain. He also has a role on the Inclusion Council serving veterans (Armed Forces Business Resource Group).
Paul has 30 years of experience as a full-time faculty member and has served as both department chair and associate dean during his years at Boise State University. He teaches financial accounting courses at the graduate and undergraduate level. Paul’s research focuses on limitations in the financial statements provided to public company shareholders. This research includes two books and more than two dozen published journal articles. He is best known for the feature column he coauthors with Professor Paul Miller for Accounting Today. The column, running under the banner “The Spirit of Accounting,” has appeared in every monthly issue going back to 1999. Both Paul’s were included on the list of the 100 Most Influential People in the Accounting Profession in 2011 for their critical perspective on international convergence of accounting standards. Before completing his Ph.D., Paul worked as an auditor with a Big Four firm and served a one-year postgraduate internship at the Financial Accounting Standards Board.Troy Hyatt, PhD, CPA, is an associate professor and chair of the Department of Accountancy at Boise State University. He received his PhD from the University of Arizona. He has taught undergraduate and graduate classes, primarily in financial accounting, for over 20 years. Prior to his teaching career, Dr. Hyatt worked as an auditor for one of the “Big Four” firms and then worked in the financial reporting department of a publicly-traded company. He has co-authored several articles published in academic journals that focus on issues related to auditing and financial reporting.Allan Hall has 30 years of experience with Deloitte & Touche, and has served as the lead audit partner for a wide variety of Deloitte clients, including both publicly traded and privately held companies. He has served clients across many industries, including consumer business, aerospace and defense, healthcare, construction, manufacturing, and waste management. In addition, he is the Audit Leader for the organization’s Boise audit practice.
Mark Heil is the Vice President for Finance and Chief Financial Officer for Boise State University. As head of the Division for Finance and Administration, Mark oversees University Financial Services, including accounting and financial reporting, treasury, tax, and regulatory compliance. He is also responsible for the Department of Human Resources, the Office of Budget and Planning, and the Taco Bell Arena.
Prior to joining Boise State University, Mark served as Vice president and Corporate Controller for Micron Technology, Inc. for 15 years. He was responsible for accounting operations, accounting transaction services, controls and compliance, financial reporting and finance systems. He also led the accounting for and integration of a number of acquisitions through the consolidation of the memory industry. Mark worked in the Boise office of PricewaterhouseCoopers in the business assurance group for over six years prior to joining Micron. Earlier in his career, Mark worked in Branch Operations for a regional financial institution in southern Idaho.
Mark is a graduate of Boise State University with a BBA degree and majors in Accounting and Computer Information Systems. He is a member of the National Association for Chief Business Officers, the Education Advisory Board, the Idaho Society of Certified Public Accountants, Treasure Valley CFO, and the American Institute of Certified Public Accountants.Wayne Rancourt became executive vice president, chief financial officer and treasurer in November 2014. He served as senior vice president, chief financial officer and treasurer from August 2009 to November 2014. Wayne joined Boise Cascade in 1983 as an internal auditor. He received a bachelor’s degree in accounting from Central Washington University.
Wayne serves on the board of directors for Commercial Vehicle Group as well as for AceCo, a Boise-based employee-owned company. He is also an advisory board member for The Nature Conservancy in Idaho
Ralph Woodard is the Chief Financial Officer (CFO) for Blue Cross of Idaho, a not-for-profit organization founded in 1945 that provides access to quality health care at the best possible price to over 31% of the state’s population. With his more than 29 years’ experience in various audit, accounting, and financial roles, Woodard oversees the financial operations of the company including financial reporting, actuarial, underwriting, planning, procurement, enterprise risk management, treasury and analytics. He is also a key member of the senior executive team that provides leadership and strategic direction for the company.
Prior to joining Blue Cross of Idaho, Woodard was with BlueCross BlueShield Tennessee for 13 years serving in several financial executive positions including Vice President Treasurer & Chief Risk Officer, Vice President Controller & Chief Accounting Officer, and Director Internal Audit and Information Security. Key responsibilities while at BlueCross BlueShield of Tennessee include accounting, external financial reporting, internal performance reporting, enterprise risk management, procurement, treasury, strategic investments, acquisitions & divestitures, internal audit, claims audit, information security, and business recovery.
Woodard started his professional career at Arthur Andersen, an international public accounting firm, where he audited publicly traded companies and performed acquisition due diligence procedures. He left Arthur Andersen to join Willis Group (now Willis Towers Watson), the third largest insurance broker in the world. There he served in several executive level positions including corporate controller, assistant vice president of financial reporting, and manager of internal audit for the Americas. He left Willis to become the director of small business lending and venture capital services for Southeast Community Capital (SCC), and the TennesSeed venture capital fund.
Mr. Woodard received a Bachelor of Science in Accounting from Auburn University, and a Masters of Business Administration (MBA) from Vanderbilt University’s Owen School of Business. He is a Certified Public Accountant (CPA), a Certified Global Management Accountant (CGMA), and a member of the American Institute of Certified Public Accountants (AICPA). He has also held the Certified Valuation Analyst (CVA) and Certified Information Systems Auditor (CISA) certifications at various points in his career.John Bernardo is the Sustainability Strategist for Idaho Power Company. He identifies and implements sustainability initiatives into the company culture, oversees reporting to national, international and investment-based organizations, promotes (CSR) Corporate Social Responsibility internally and externally, and manages the production of the annual sustainability report.
He holds two degrees from The Pennsylvania State University (Environmental Resource Management and Biology) and a Masters of Education in Science Education from Clarion University of Pennsylvania. John is also Executive in Residence at the Boise State University College of Business and Economics and teaches a class on Ethics and Corporate Responsibility.
Regional Chief Investment officer of the Mountain Northwest region for Wells Fargo Private Bank, responsible for investment strategy and client communications. Oversees over $39 billion in client assets.
Over 20 years Wall Street experience as a portfolio manager and strategist. Been quoted in The Wall Street Journal, The New York Times, Bloomberg and The Washington Post.
Former adjunct professor at The University of Denver and DePaul University. Worked on the Russian project for the United States Agency for International Development in the formation of capital markets in the former Soviet Union. Prior to Wells Fargo, Mike co-founded Wolf Creek Energy Partners which financed non-operating working interests in the exploration and production of oil and gas.
Earned a bachelor’s degree in Economics from The University of Illinois, an MBA in Finance from DePaul University and is a CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst).
Jeff is a Managing Director and has over 20 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the U.S. Congress, the Internal Revenue Service and Treasury Department, and the federal courts to the Firm and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the U.S. deficit and prospects for fundamental tax reform.
A registration fee of $85 per attendee will be charged when you register online. If you prefer to pay by check, please print off the registration form – hard copy and mail the completed form and check to:Department of Accountancy ATTN: Gem State Business & Accounting Conference Boise State University 1910 University Dr. Boise, ID 83725-1610
All proceeds benefit Boise State University Accounting Student Scholarships.
2017 CPE Credit Information
Program Level: Intermediate
Advanced Preparation: NA
Instructional Delivery Method: Group Live (Live – Instructor Led)
CPE: 8.0 Credits*
Subject Area: Accounting 2.0, Ethics 1.0, Tax 1.0 and Specialized Knowledge & Applications 4.0
*Disclaimer: CPE Subject Areas and number of CPE credits are under review and subject to change.
NASBA Registry of CPE Sponsors Statement
Deloitte LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) for group training on the National Registry of CPE Sponsors.
NASBA CPE Credits are made available and awarded for Deloitte group training that complies with the Statement on Standards for CPE Programs. In accordance with these standards, relevant group training details are disclosed to learners in advance via email invitations, registration websites, or other similar advance announcements.
Deloitte LLP’s CPE Sponsor ID Numbers:
NASBA National Registry: Sponsor License Number 107752
Texas State Board of Public Accountancy: Sponsor License Number 000156
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaint Resolution Policy: Contact Chris Clay at email@example.com to register complaints related to the timeliness/accuracy of CPE credit reporting, program delivery, or program content.
No Refund/Cancellation: All proceeds for this program will be contributed to the Boise State University Accounting Students Scholarships.