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.
Date & Time
Friday, December 16, 2016
Registration & Continental Breakfast 7:15 a.m. - 7:45 a.m. Welcome 7:45 a.m. - 7:50 a.m. Welcome to the 3rd Annual Gem State Conference Session 1 7:50 a.m. - 9:30 a.m. Jeffrey D. Mechanick FASB and Private Company Council Update: Looking Back, Looking Forward Refreshment Break 9:30 a.m. - 9:50 a.m. Session 2 9:50 a.m. - 11:30 a.m. Steve Poe Ethical Leadership Lunch 11:30 a.m. - 12:00 p.m. Session 3 12:00 p.m. - 12:50 p.m. Storme Sixeas Tax Policy & Politics: A Glass Half Full or Half Empty? Session 4 12:50 p.m. - 1:40 p.m. Bruce McCain Economic & Investment Outlook Refreshment Break 1:40 p.m. - 2:00 p.m. Session 5 2:00 p.m. - 2:50 p.m. Chet Wood M&A, Private Equity and The Evolving Role of the CFO Session 6 2:50 p.m. - 3:40 p.m. Melanie Rubocki Stages of Private Company Financing & Lessons Learned Closing remarks 3:40 p.m. - 3:45 p.m.
The 2016 Gem State Business & Accounting Conference was 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.
Check back next year for the 2017 slides.
2016 Featured Speakers:Jeff Mechanick is Assistant Director—Nonpublic Entities for the Financial Accounting Standards Board (FASB). In this role, he provides strategic and technical oversight of all activities involving nongovernmental, nonpublic entities (private companies and not-for-profit organizations), oversees support of the Private Company Council, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader outreach activities. He also has been the lead staff person for the Blue-Ribbon Panel on Standard Setting for Private Companies—a joint effort of the American Institute of CPAs (AICPA), the Financial Accounting Foundation, and the National Association of State Boards of Accountancy—and the FASB/International Accounting Standards Board Financial Crisis Advisory Group.Steven Poe is a Partner in Deloitte Financial Advisory Services LLP. He was appointed Quality & Risk Management (QRM) leader for Deloitte Advisory’s Financial Transactions market segment in 2015. In addition, Steven is the QRM advisor to Deloitte’s Innovation Council, Deloitte’s Corporate Development team, and is a member of Deloitte’s Regulatory Oversight Committee. As a leader within Deloitte’s QRM organization, Steven advises Deloitte’s executive leadership on a wide variety of risks posed to the firm, including the potential for litigation, regulatory action, and client dissatisfaction, as well as strategies to mitigate risks when they materialize. His role also includes coordinating risk management approach with the QRM leaders of Deloitte’s global organization, Deloitte Touche Tohmatsu Limited. Steven also sits on the Board of Directors of Deloitte Financial Advisory Services LLP (FAS), participating in FAS’s governance decisions at the highest level.Storme Sixeas is a member of the Tax Policy Group within the Washington National Tax practice of Deloitte Tax LLP, where she identifies, evaluates and monitors legislative proposals, and interprets the practical issues surrounding their application on behalf of Deloitte’s clients. Storme provides political intelligence based on ongoing interaction with Congressional members and staff and helps Deloitte’s clients stay on top of the numerous and often complicated debates in tax policy.
Prior to joining Deloitte in 2015, Storme spent a dozen years as a corporate policy lobbyist, covering issues including corporate tax, trade, federal contracting, technology policy, and intellectual property. During that time, she was the chief policy lobbyist for defense company BAE Systems, Inc., and for the Electronic Industries Alliance (EIA), a high-tech trade association; and she represented clients in the technology and defense industries as a self-employed consultant. Previously, Storme served as a House of Representatives leadership office aide on Capitol Hill.
Before entering the government relations and policy arenas, Storme spent several years in financial and technology journalism, serving in various reporting and editing capacities at wire service BridgeNews, financial analysis website IDEAadvisor.com, the Financial Times Group in London, and UK business publisher Baskerville Communications.Bruce McCain is the Chief Investment Strategist for Key Private Bank, where he works with portfolio managers and research staff who monitor the economy and formulate investment strategies for clients. In addition to serving as a frequent media commentator, he gives regular presentations on economic topics and general investment strategy to the bank’s clients and a wide range of community groups.
He supplies frequent insights to media throughout the region and around the country. His comments and interviews have been featured in such publications as The New York Times, The Wall Street Journal, Investor’s Business Daily and Business Week, as well as on television outlets such as CNBC and Bloomberg TV. He is also a regular contributor on Forbes.com.
Bruce joined a predecessor of Key in 1987, after spending six years on the business faculty of the University of Iowa’s Henry B. Tippie College of Business. Having grown up in Boise, Idaho, he earned a Ph.D. in business administration from the University of California at Berkeley, and undergraduate degrees in psychology and accounting from Boise State University.Based in New York City, Chester J. (Chet) Wood serves as global lead client service partner for KKR and Co. LP. Throughout his 35 years with Deloitte, Chet has held a number of client service and leadership roles, responsible for delivering quality client service and driving the firm’s growth.
In addition to serving a number of the firm’s complex clients throughout the U.S., he spent three years in Sydney, Australia as the Managing Partner of the Tax and Legal practice for Australia Deloitte Touche Tohmatsu Limited member firm; he served for eight years as the Chairman and CEO of Deloitte Tax US, and five years as US Merger & Acquisition Services Managing Partner. He has served on numerous global committees and board roles and served 11 years as a member of Deloitte LLP’s Executive Committee.
Chet is a Certified Public Accountant (CPA) and holds active licenses in Idaho and New York. Born and raised in Nevada, he is a cum laude graduate of The College of Idaho. Chet resides in Stamford, CT, and is active in several community organizations.Melanie Rubocki is the Head of the Corporate group for the Boise Office of Perkins Coie, LLP. With a foundation in finance and entrepreneurial studies from the Wharton School of Business, Melanie brings a business sensibility and reasonableness to her client relations and any negotiated transaction. She represents business clients through their entire life cycle, from startup formation to exit. Her approach to the client relationship is proactive, rather than reactionary – she endeavors to help clients avoid legal pitfalls and traps for the unwary.
Melanie represents clients in many industries including: automotive aftermarket, cleantech, e-commerce, energy, interactive entertainment, manufacturing, mining, retail and consumer products and software and other Web-based businesses. She regularly advises clients in relation to emerging growth company issues, entity and fund formation, and licensing and technology transfer transactions. And, she regularly advises directors and officers on corporate governance and fiduciary duty matters.
A registration fee of $75 per attendee will be charged when you RSVP. If you prefer to pay by check, please print off the Registration form – hard copy (available 1 month before the event) 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.
CPE Credit Information
Program Level: Intermediate
Advanced Preparation: NA
Instructional Delivery Method: Group – Live
CPE: 8.0 Credits applied for*
Subject Area: Accounting 2.0, Ethics 2.0, Tax 1.0 and Specialized Knowledge & Applications 3.0
*CPE Subject Areas and number of CPE credits are pending.
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 on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
NASBA National Registry of CPE Sponsors – Sponsor License Number 107752
State of New York – Sponsor License Number 000889
State of Texas – Sponsor License Number 000156
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50‐minute hour.
Complaint Resolution Policy: Contact Chris Clay at firstname.lastname@example.org 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.