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Saturday, May 16 from 10:00 AM – 5:00 PM
Topics: Business & Financial Fraud, Enterprise Risk Management, and a QuickBooks Training Session
Speakers:
Mark Wilson, CMA, CFA, MBA, Managing Director of Wilson & Assoc., LLC
Oscar S. Lewis, PhD, MBA, CBM, Author & Educator
Tassie Medlin, CMA, CFM, MBA, Business Manager, Solvari LLC
Location: Red Lion Bellevue Inn
Schedule:
10:00 - 10:20 - Registration and Continental Breakfast
10:20 - 12:00 - Business & Financial Fraud with Mark Wilson
12:00 - 1:00 - Lunch: Deli Buffet
1:00 - 2:40 - Enterprise Risk Management with Oscar S. Lewis
2:40 - 3:00 - Afternoon Break: Trail Mix & Fresh Fruit
3:00 - 4:40 - QuickBooks Training Session with Tassie Medlin
CPE Credits: 6
Details: Earn 6 CPE’s while networking with accounting and management professionals. Continental breakfast and lunch included. More information is available here.
RSVP: RSVP is required for this event. Please RSVP via our RSVP Form. RSVP and Cancellation deadline is Tuesday, May 12, 2009
Price: $95.00. Payment accepted via Amazon Payments in advance, or Cash/Check at the door.
The Reality of Business & Financial Fraud; What Every Management Accountant Needs to Know
This seminar covers the real world of fraud in business, investment, as well as in everyday life and how to keep from becoming a victim. Among the topics covered will be:
About Mark Wilson, CMA, CFA, MBA, Managing Director of Wilson & Assoc., LLC:
Mark Wilson, Managing Director of Wilson & Assoc., LLC is an accounting, and financial investigative
specialist with over twenty-five years of professional experience. He holds both a Certified Management
Accountant and Certified Fraud Examiner designations. Mark has a MBA in Financial Management, a
Bachelor in Business Administration, and Bachelor of Accounting Science degrees. He has wide-ranging
experience in accounting and auditing, as well as in private industry, and has worked extensively
in the a areas of forensic accounting and fraud examination. He teaches accounting and financial
management at the university level and has lectured throughout the United States, Canada, and China.
He is a member of the Institute of Management Accountants, the Association of Certified Fraud Examiners,
the Institute of Internal Auditors, the Washington Association of Legal Investigators, and the American
College of Forensic Examiners International. Mark is also a licensed private investigator in the
State of Washington.
Enterprise Risk Management
Enterprise Risk Management is a process, effected by an entity’s board of directors, management and other personnel, applied in strategy setting across the enterprise, designed to identify potential events that may affect the entity, and manage risk to be within its’ risk appetite, to provide reasonable assurance regarding the achievement of entity objectives. Topics covered will include:
About Oscar S. Lewis, PhD, MBA, CBM, Author & Educator
Oscar S. Lewis, PhD, MBA, CBM is an author, educator and corporate financial officer who spent much
of his career with large medical device manufacturers such as Johnson and Johnson, CooperVision,
William H. Rorer, and others. He spent time as Chief Financial Officer of a large international
holding company before joining a manufacturing start-up in Seattle. He has authored several articles
on risk management and internal controls, as well as taught at several colleges and universities
on finance and accounting. He has also spoken at national symposiums such as the Global Risk Management
Summit and the AICPA broadcast of ERM for small businesses. In 2002, he was selected as Financial
Executive of the Year in the Pacific Northwest by Accountants on Call. He currently serves on the
National Board of the Institute of Management Accountants.
QuickBooks Overview, What's New in 2009 and a Training Session
In use by over 4 million companies and with a commanding market share of 89%, QuickBooks is the most popular small business accounting software package available. Each year Intuit adds to, changes, and improves QuickBooks based on user suggestions. Come discover what's new in the 2009 QuickBooks versions. Topics covered will include:
About Tassie Medlin, CMA, CFM, MBA, Business Manager, Solvari LLC
Tassie Medlin is an experienced accountant, project manager, information analyst and technical trainer.
She enjoys using her technical and organizational skills to help clients run more efficient and
profitable organizations. Through her company, Solvari LLC, she provides small businesses with financial
and technical business management services including ongoing financial management, assistance with
QuickBooks software, and technical training. Tassie is a Certified Management Accountant, a Certified
Financial Manager, and an Advanced Certified QuickBooks ProAdvisor. She holds an MBA from the University
of Oregon. Her undergraduate degrees are in Business Management and Computer Science from Mesa State
College. To contact Tassie visit www.solvari.biz.
