Report from North America Forum June 25, Chicago

Agenda

North American INAA Meeting

June 28, 2013

Hosted by Crawford Ellenbogen

Rivers Club, Pittsburgh, PA

8:00 - 8:45	Breakfast – buffet at RC
8:45	Welcome, check-in, introductions
9:00 - 10:00	All about the Pittsburgh Region [aka the ‘burgh] - Panel discussion Economic & Business Environment, Daniel Onorato Medical Research, Dr. Yoel Sadovsky Pittsburgh & the Arts, David Pankratz [sp?]
10:00 - 10:15	Break
10:15 - 12:15	C-SAT [Customer Satisfaction], Chuck Weintraub
12:15 - 1:10	Lunch Buffet
1:10 - 2:00	Statistical Sampling, Gert de Fluiter
2.00 - 2.30	Random Tax Topic Discussion, Vic Dozzi Impact of Excise Taxes on High Net Worth Taxpayers PA tax structure [8 buckets/doesn’t follow Fed]
2:30 - 2:45	Break
2:45 - 3:00	From Port Authority,a publicly accountable entity to CE, a public accounting firm – applying lessons from the C-Suite, Claudia Allen
3:00 - 4:00	Practice Management Discussion Performance evaluations – how often, process, forms etc? CPE planning – responsibility – decent courses – new ideas? Other - employee satisfaction ideas/practices?

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