8:30 a.m.

Welcome and Introductions

Jimmy Campos—Conference Co-Chair
Marcus & Milichap, Encino

Crickett Nicole Weaver, CIA—Conference Co-Chair
KPMG LLP, San Francisco

8:35 a.m.

The CPA Rising

• What’s on the horizon?
• How is it going to change my life?
• How is it going to change my career?
Moderator: E. Dean Chance
Chance Creative, Sacramento

Panel:
Loretta Doon, CPA
California Society of Certified Public Accountants, Redwood City

John McWilliams, CPA
San Francisco State University/Golden Gate University, San Francisco

In Los Angeles:
David L. Swartz, CPA
California Board of Accountancy
Good Swartz Brown & Berns LLP, Los Angeles

In San Francisco:
Diane Rubin, CPA
Novogradac & Co. LLP, San Francisco

9:35a.m.

Break

9:45 a.m.

Becoming a Trusted Adviser

• Building relationships
• Recognizing opportunities
   - In your own organization
   - With your clients
• Adding value
• Building your brand

Vintage Foster
Armanino McKenna LLP, San Ramon

10:30 a.m.

Smart Networking

• Attending conferences and meetings with confidence
• Mastering the three key moments in any networking situation
• Listening generously and following up
• Exchanging business cards with purpose
Julie Bauke
Congruity Career Consulting, Cincinnati, OH

11:30 p.m.

Lunch Break

12:15 p.m.

You Wore What to Work?

• Fashion do’s and don’ts
• Variety and choices
• Business casual, what is it?

1 p.m.

My Life As a CPA

• Why I chose my job
• Opportunities
• Journeys
• Highlights

Glen K. Dong, CPA
Deloitte Center for Edge Innovation
Deloitte Services LLP, San Jose

Veronique Kessler, CPA
Wikimedia Foundation, Inc., San Francisco

Kenneth McGuire, CPA
Federal Bureau of Investigation, Los Angeles

Jennifer Ziegler, CPA, CFE
Hemming Morse Inc. CPAs, Los Angeles

2:15 p.m.

Break

2:25 p.m.

Communication: Your Ticket to Career and Life Success

• Secrets of meeting people and building rapport
• How generational differences impact communication
• Powerful do’s and don’ts in communicating
• Career-building opportunities you shouldn’t miss

Jan Baller
Potential Plus+, Aurora, CO

3:10 p.m.

Keynote: Find Your Passion

Christopher Gardner
The inspiration for the film "The Pursuit of Happyness"
Christopher Gardner International Holdings, Chicago, IL

4:35 p.m.

Networking Event