Conferences

Center for Financial Reporting & Management

15th Annual Conference on Financial Reporting

Friday, November 5, 2004; Hyatt Regency San Francisco Airport 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 in financial accounting standards and recommendations for improving financial 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:

  • Opening address by Robert H. Herz, Chairman of the Financial Accounting Standards Board.
  • Luncheon Speaker Mary E. Barth, Board Member, International Accounting Standards Board.
  • Report on current and emerging issues by the Financial Accounting Standards Board, the Securities and Exchange Commission, and the Public Company Accounting Oversight Board.
  • Lessons Learned and the Benefits to Organizations from the New Corporate Governance.
  • Accounting for and Structuring of Equity-Based Compensation.

Program Schedule

Please check back here for program updates as changes are still being made.

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

A copy of the speaker bios is also available for download in Microsoft Word format or as a PDF file.

November 5th, 2004 (Friday)

   
7:45am. -- 8:30am.

Registration
Continental Breakfast

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

Welcome
Michael Dance
Executive Director, Center for Financial Reporting and Management (CFRM)
Haas School of Business

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

Opening Address
Robert H. Herz
Chairman
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
Michael Dance
Executive Director, Center for Finanacial Reporting and Management
Haas School of Business

Panelists
Colleen Sayther Cunningham
President
Financial Executives International

Robert H. Herz
Chairman
Financial Accounting Standards Board

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

Brent Woodford
Senior Vice President and Controller
The Walt Disney Company
Member, Accounting Standards Executive Committee (AcSEC)

10:35am. -- 10:45am.

Break and Refreshments

10:45am. -- 12:15pm.

Current Issues at the SEC and PCAOB
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
Qintao Fan
Assistant Professor of Accounting
Haas School of Business

Panelists
Kayla Gillan
Board Member
Public Company Accounting Oversight Board

Susan Markel
Chief Accountant
Division of Enforcement
U.S. Securities and Exchange Commission

Paul Munter
Partner, Department of Professional Practice
KPMG LLP

Jenifer Minke-Girard
Senior Associate Chief Accountant
Office of the Chief Accountant
U.S. Securities and Exchange Commission

12:15pm. -- 2:00pm.

Luncheon

Introduction of Luncheon Speaker
Jack F. Russi
Vice Chairman and Regional Managing Partner
Northern Pacific & Hawaii Region
Deloitte & Touche LLP

Luncheon Speaker
Mary E. Barth
Atholl McBean Professor of Accounting, Stanford University
Board Member
International Accounting Standards Board

Presentation of Berkeley Award for Distinguished Contributions to Financial Reporting

2:00pm. -- 3:30pm.

Lessons Learned and the Benefits to Organizations from the New Corporate Governance

Moderator
Shai Levi
Assistant Professor of Accounting
Haas School of Business

Panelists
Lydia Beebe
Corporate Secretary
ChevronTexaco Corporation

Michael H. Sutton
Former Chief Accountant
U.S. Securities and Exchange Commission
Retired Partner, Deloitte & Touche LLP

Ted White
Portfolio Manager
Corporate Governance
CalPERS

3:30pm. -- 3:45pm. Break and Refreshments
3:45pm. -- 5:00pm.

Accounting for and Structuring of Equity-Based Compensation

Moderator
Maria Nondorf
Assistant Professor of Accounting
Haas School of Business

Panelists
Mary E. Barth
Atholl McBean Professor of Accounting, Stanford University
Board Member
International Accounting Standards Board

John Hertz
Accounting Policy Controller
Intel Corporation

Carine Schneider
Partner
Human Resources Solutions
PricewaterhouseCoopers LLP

Organizations Represented

  • AcSEC
  • CalPERS
  • ChevronTexaco Corporation
  • Deloitte & Touche LLP
  • Financial Accounting Standards Board (FASB)
  • Financial Executives International (FEI)
  • Intel Corporation
  • International Accounting Standards Board (IASB)
  • KPMG LLP
  • PricewaterhouseCoopers LLP
  • Public Company Accounting Oversight Board (PCAOB)
  • The Walt Disney Company
  • U.S. Securities and Exchange Commission (SEC)

Hotel Location, Directions and Accommodations

Hyatt Regency San Francisco Airport Hotel
Address: 1333 Bayshore Highway, Burlingame, CA 94010
Phone: (650) 347-1234
Fax: (650) 696-2669
Website: http://sanfranciscoairport.hyatt.com/property/index.jhtml

Please click here for detailed driving directions.

Please make your hotel reservations by October 19 to be guaranteed a room at the group rate, which is $139.00 per night for either a single or a double room. Simply indicate on the reservation form if you require a room, and CFRM will make your hotel reservation for you at the Hyatt Regency San Francisco Airport Hotel. Hotel payment is to be made directly to the hotel upon departure.