Attendees can retrieve their conference materials and enjoy a light breakfast to kick off the conference.

Learn leadership fundamentals and social skill elements to enhance your work environment using blended and improv learning techniques. This session addresses the truth about care, five elements of true service, frustration as a dangerous reality, team development and the power to communicate.

Learning Objectives:
1. Learn service values that can be applied at work, as well as in private life.
2. Become stronger than your frustration through conflict resolution.
3. Foster empowerment and re-establish respect and dignity amongst colleagues.
4. Create an effective communication network.

Andy Stangenberg, CEO of Q-Principle, Inc.

Limited segregation of duties and absentee management by officers and board members have historically made the private club industry susceptible to fraud. The current economic condition hasn’t helped either. Using real life examples of fraud at private clubs, this session focuses on internal controls, policies and procedures, and eliminating (or at least uncovering) the embezzlement earlier. Be ready for a lively exchange of ideas to strengthen the internal controls at your club and achieve the ultimate goal of safeguarding your club assets.

Session Handouts>

Learning Objectives:
1. Understand the magic triangle of fraud (pressure, rationalization and opportunity).
2. Identify the early warning signs of pressure on your employees.
3. Reduce opportunity by understanding management letter comments to strengthen internal controls.

Ned McCrory, CPA, principal at Batchelor Frechette McCrory Michael & Co.; George Zoglio, CPA, audit manager at Batchelor Frechette McCrory Michael & Co.

Learn significant internal controls that should be in place at your hotel, especially during these challenging economic times. Going beyond definitions and explanations of internal controls, this session focuses on having “patients” (participants) be able to perform internal control checkups at their own hotels, learning controls that they should not be without and asking questions about controls that they currently have in use. The “Doctor” discusses how to perform routine (control) examinations, recommends special tests that should be performed by the patients and helps patients write a prescription for success. And best of all — there is no co-pay for this session!

Learning Objectives:
1. Discover significant internal controls that should be in place.
2. Learn how to perform control examinations.
3. Find ways to correct control deficiencies.

Jerald M. Trieber, CPA, CHAE, CFE, CFF, director of field accounting for Crestline Hotels & Resorts

One of the most asked questions since the economic downturn is whether or not the club should maintain its tax-exempt status. Explore this issue and clear up misconceptions that surround a club’s exemption and its ability to give it up. Discuss how loss of exemption affects the club as it relates to income taxes, public accommodation laws, liquor licenses and the pros and cons of being a tax-exempt vs. taxable club. This session also includes recent examples of club bankruptcies and sales and mergers.

Learning Objectives:
1. Learn about bankruptcy, sales and mergers of private clubs and where the industry is headed.
2. Address misconceptions and inaccuracies about club tax-exemptions.
3. Discuss pros and cons of being a tax-exempt club vs. taxable club.
4. Learn the income tax impact from a lost tax exemption and how to get it back.

John D. Daum, CPA, partner at Condon O’Meara McGinty & Donnelly LLP; James J. Reilly, CPA, JD, partner at Condon O’Meara McGinty & Donnelly LLP

City, county and state governments are struggling with budget shortfalls and therefore looking at how they can increase tax revenues. Discuss areas that are of current focus by taxing entities, such as escheat laws and other compliance issues. This session covers current topics related to accounts payable, as well as little changes that can increase efficiency in the processing of accounts payable and ultimately the managing of cash flow.

Learning Objectives:
1. Identify the affects the current changes in Escheat Laws proposed by various state governments will have on the operation.
2. Learn about the changes to processing of 1099’s at year end in preparation for 2010.
3. Review proposed changes in sales tax laws and how they would affect a hospitality concern.
4. Analyze the role of accounts payable in the organization and how to apply some best practices to increase productivity and profitability.

Arlene Ramirez, lecturer at Conrad N. Hilton College of Hotel and Restaurant Management

Lunch vouchers provided for the Exhibit Hall.
Exhibit Hall Hours: 10:00 AM - 4:00 PM

Have you checked on those dusty old policies and procedures to determine if they are just documents on a shelf (assuming they exist) or are they living and breathing parts of your organizational culture? The new Form 990 asks for information on specific policies and procedures that your auditors should consider when evaluating your entity-level controls. This roundtable discussion facilitates an exchange of ideas regarding the policies and procedures on which the IRS is placing more scrutiny. Hear real life examples of how you can put them into place to satisfy both tax and audit standards, while improving your organizational culture.

Session Handouts>

Learning Objectives:
1. Understand the policies and procedures covered under the new Form 990.
2. Clarify how implementation and use of these policies reflects, impacts and changes your organizational culture.
3. Discuss the correlation between the new Form 990 standards and the approach of your financial statement audit.

Ned McCrory, CPA, principal at Batchelor Frechette McCrory Michael & Co.; George Zoglio, CPA, audit manager at Batchelor Frechette McCrory Michael & Co.

Discover current strategies in energy management and the green energy movement. This session provides meaningful and practical information that enables hotel controllers to reduce their energy expenses and become more energy efficient.

Session Handouts>

Learning Objectives:
1. Hear energy management strategies and recent trends in the green energy and efficiency movement.
2. Learn techniques to mitigate energy costs.
3. Get examples of energy efficiency improvements that have meaningful impact on the bottom line.

Thomas Ranallo, president and founder of Troy & Banks, Inc.; Brandon Jonas, client services for Troy & Banks, Inc.

Club controllers are given the responsibility of keeping their membership organization in compliance with federal and state tax rules and regulations. Many find themselves in conflict with club managers and club members when they attempt to comply with the law. This session addresses this conflict and provides documentation regarding the tax law.

Session Handouts>

Learning Objectives:
1. Learn what club controllers from around the country are asking about in the area of club taxation.
2. Discover what club tax issues may be important to a controller at their own club.
3. Obtain clarification on club tax issues where there may be confusion or misinformation in the club industry.

Mitchell L. Stump, CPA

2009 was a year of great change in accounting and financial reporting, and there is more on the horizon. Learn what changes are coming regarding accounting for leases, revenue recognition and fixed asset accounting because of the IFRS/GAAP convergence. Discuss changes in 2009 because of the FASB codification project, changes in accounting, disclosures for subsequent events and other accounting issues.

Learning Objectives:
1. Discover the changes in revenue recognition, lease accounting and accounting for property under the IFRS/GAAP convergence.
2. Get answers regarding the FASB Codification and how to use it to research accounting issues.
3. Learn about changes in financial reporting and accounting standard updates on disclosures and accounting for subsequent events, as well as non-controlling interests in financial statements.

Lori Richardson, CPA, CHAE, senior manager at Moss Adams LLP