Potential Meeting Topics


  • Dodd-Frank Act: Implications for Financial Professionals
  • Financial planning:
    • What to do, what not to do
    • "Real" experiences
    • Estate planning and retirement issues
  • Crash course in economics
    • Leading indicators and impact on stock market
    • Economic outlook
    • Important financial facts to consider
  • My first audit engagement:
    • New CPAs discuss what went wrong
    • What was unexpected
    • Learning experiences
    • Technical expectations of hew hires (PPT, XLS)
    • Expected level of professionalism
  • Fin 48
  • XBRL: What it means and how to prepare for it
  • Discussion on: historical cost accounting; fair market value accounting; mark to market accounting
  • Mergers and acquisition business
    • Acquisition during economic downturn
    • Role of private equity groups: Securing capital, portfolio of businesses
  • Student related tax issues/ethical challenges faced by CPAs in practice
  • Fraud issues
    • Money laundering
    • Credit card debt/credit card fraud (especially with law enforcement speaker)
    • Forensics: Discovery (start with small case study to get students thinking about reality)
    • Fraud detection
    • Case study in internal audit fraud
  • Financial statement analysis with decision making
  • Budgeting and forecasting
  • Green Initiatives: How companies are changing to meet the new standards.
  • Social Responsibility:
    • How companies are embracing this
    • Responsibility to society vs. business for profit
  • Business book club: Summary of top reads to help new hires succeed in their jobs
  • International business etiquette
    • Culture differences (e.g. state owned enterprises)
    • Societal differences
    • Communications
  • Effective use of social networking in a business environment
  • Accounting issues or potential employment opportunities in small firms (e.g. healthcare reform or IFRS impact on small firms)
  • Banking topics
    • Specialty bank examination
    • Asset management
    • Mortgage banking
    • Retail credit
    • Bank information technology
    • Compliance
    • FDIC issues about bank closures
    • New banking reform legislature: What does it mean to consumers?
  • Top technology trends
  • Case studies in information technology
  • SEC functions:
    • Ethical issues in privacy
    • "Trade Secrets"
  • New exam topics not necessarily covered in college classes
    • Project Management
    • Process Management
  • Valuation models
  • Consulting in downtime
  • War Stories encountered in the mergers & acquisitions world
  • IFRS: Valuation issues
  • IFRS implementation
    • What was it like?
    • Where was most of the time spent?
    • What departments in the company were involved that you really didn’t expect?
    • What kind of a learning experience was it?
    • IFRS: NASBA Director of International Relations, Linda Biek (her presentation is filled with interaction) (Contact Alfonso Alexander at 615-500-2321)
  • CPA license and mobility across multiple states (this will help students understand which states would best suit them for acquiring their CPA license) (Contact Alfonso Alexander at 615-500-2321)
  • Accountants role in business development (due diligence gathering)