Conferences

Center for Financial Reporting & Management

14th Annual Conference on Financial Reporting

Friday, November 7, 2003; San Francisco Palace Hotel

Endorsed by FEI (Financial Executives International)

Introduction

This conference brings together accounting standard setters, enforcement officials, corporate financial executives, and professional and academic accountants to discuss current issues in financial accounting and corporate reporting. The format is an open one so that members of the audience can address their concerns to the speakers and panelists.

The goal of the Conference on Financial Reporting has been to:

  • Provide preparers and users of corporate financial statements with the latest developments and plans for the future in financial accounting standards and reporting;
  • Promote the advancement of financial reporting useful to investors in making investment decisions.

In today's business and regulatory environment, it is essential that preparers and users of financial statements be current on the latest financial reporting trends and issues. This year's conference will include:

  • Keynote address by Tom Campbell, Dean of the Haas School of Business and former U.S. Congressman.
  • Report on current and emerging issues by the Financial Accounting Standards Board and the Securities and Exchange Commission.
  • The New Corporate Governance, including Sarbanes-Oxley Section 404 on Internal Controls and the role of the New Public Company Accounting Oversight Board.
  • A discussion of the recently issued SFAS 150 on Accounting for Certain Financial Instruments with Characteristics of Both Liabilities and Equity.

Program Schedule

Download a copy of the schedule in Microsoft Word format or as a PDF file.

You may also download a copy of the speaker bios in Microsoft Word format or as a PDF file.

November 7th, 2003 (Friday)

   
7:45am. -- 8:30am.

Registration
Continental Breakfast

8:30am. -- 8:40am.

Welcome
Rada Brooks
Executive Director, Center for Financial Reporting and Management
Haas School of Business

8:40am. -- 9:10am.

Opening Address
Katherine Schipper
Board Member
Financial Accounting Standards Board

9:10am. -- 10:35am.

Emerging Issues in Financial Reporting and the FASB Agenda
This session discusses financial reporting issues on the FASB agenda as well as emerging issues.

Moderator
Rada Brooks
Executive Director, Center for finanacial Reporting and Management
Haas School of Business

Panelists
Bob Laux
Director of External Reporting
Microsoft Corporation
Member, Accounting Standards Executive Committee (AcSEC)

Colleen Sayther
President
Financial Executives International

Katherine Schipper
Board Member
Financial Accounting Standards Board

10:35am. -- 10:50am.

Break and Refreshments

10:50am. -- 12:15pm.

Current Issues at the SEC
Members of the Division of Corporation Finance and the Office of the Chief Accountant will report on the plans and developments at the Securities and Exchange Commission.

Moderator
Maria Nondorf
Assistant Professor of Accounting
Haas School of Business

Panelists
Craig Olinger
Deputy Chief Accountant
Division of Corporation Finance
Securities and Exchange Commission

Scott Taub
Deputy Chief Accountant
Office of the Chief Accountant
Securities and Exchange Commission

John Wolfson
Partner
National Director of SEC Services
Deloitte & Touche LLP

12:15pm. -- 1:30pm.

Luncheon

Introduction of Keynote Speaker
Tiffany Rasmussen
Assurance Partner
KPMG LLP

Keynote Speaker
Tom Campbell
Dean, Haas School of Business
University of California at Berkeley

1:30pm. -- 2:55pm.

The New Corporate Governance (including Sarbanes-Oxley)
The current regulatory environment is becoming increasingly complex. This session will clarify the compliance requirements relating to the new Public Company Accounting Oversight Board, section 404 of the Sarbanes-Oxley Act regarding the effectiveness of a company's internal control environment, and other regulatory developments.

Introductory Comments
Kayla Gillan
Board Member
Public Company Accounting Oversight Board

Moderator
Michael Dance
Lecturer in Accounting
Haas School of Business

Panelists
Jim Campbell
Corporate Controller
Intel Corporation
Member, FEI Committee on Corporate Reporting

Lynn E. Turner
Professor and Director of the Center for Quality Financial Reporting
Colorado State University

Barbara Carbone
Audit Partner
KPMG LLP

2:55pm. -- 3:05pm. Break and Refreshments
3:05pm. -- 4:30pm.

Accounting for Certain Financial Instruments with Characteristics of Both Liabilities and Equity (SFAS 150)
This session will review the newly issued statement which establishes standards for how an issuer classifies and measures certain financial instruments with characteristics of both liabilities and equity.

Moderator
Qintao Fan
Assistant Professor of Accounting
Haas School of Business

Panelists
Katherine Schipper
Board Member
Financial Accounting Standards Board

George Kennedy
Assurance Partner
PricewaterhouseCoopers LLP

Nora Dougherty
Vice President, Derivative Products
Goldman, Sachs & Co.

Organizations Represented

  • AcSEC
  • Colorado State University
  • Deloitte & Touche LLP
  • Financial Accounting Standards Board (FASB)
  • Financial Executives International (FEI)
  • Goldman, Sachs & Co.
  • Intel Corporation
  • KPMG LLP
  • Microsoft Corporation
  • PricewaterhouseCoopers LLP
  • Public Company Accounting Oversight Board
  • Securities and Exchange Commission (SEC)

Conference Location and Directions

The Palace Hotel
Address: 2 New Montgomery Street, San Francisco, CA 94105
Phone: (415) 512-1111
Website: http://www.sfpalace.com

The Palace Hotel is located on the corner of New Montgomery and Mission. Bay Area Rapid Transit (BART) stops at Montgomery Station, which is located in front of the hotel. No-host, valet parking is also available and the Palace Garage is conveniently located across the street from the main entrance of the hotel.

Please click here for detailed directions, parking, and BART information.

Hotel Accommodations

A limited number of hotel rooms are reserved at the Galleria Park Hotel, 191 Sutter Street in San Francisco, just 1 block from the Palace Hotel for the nights of November 6-7 at $109.00 per night. Reservations are to be made directly with the hotel by calling (800) 792-9639. Please indicate that your reservation is for the CFRM conference. Room reservations must be made by October 22 to guarantee this rate. The hotel website is: http://www.galleriapark.com