August 6-8, 2009

Denver, Colorado

Thursday, August 6

Office Visits*: 1:00 pm - 5:00 pm

Optional Dinner: 5:30 pm (Location To Be Determined)

Friday, August 7

All meetings** on the following schedule:

8:00 am - 9:00 am                Breakfast

9:00 am - 10:30 am              Meeting

10:30 am - 10:45 am            Break

10:45 am - Noon                   Meeting

Noon - 1:00 pm                     Lunch

1:00 pm - 2:30 pm                Meeting

2:30 pm - 2:45 pm                Break

2:45 pm - 5:00 pm                Meeting

6:00 pm -                               Baseball Game Colorado Rockies vs. Chicago Cubs

Saturday, August 8

7:30 am- 9:00 am               Farewell Breakfast

*Office Visits:

This year we have organized visits to PASBA member offices.  Buses will leave the hotel at 1:00 pm on Thursday and will return by 5:00 pm.  Sean Manning, Carol Bell and Barb Gay's offices will be visited. 

**Individual Meetings:

Beginning Bookkeeper

Basics class for learning the PASBA system. Includes how-tos for production, client reporting and overall PASBA process. There are no prerequisites for attendance.

Advanced Bookkeeper-Thomson Tax and Accounting

9:00 am -- 5:00 pm

A trainer from Thomson Tax and Accounting will be on site to teach the many facets of the Thomson software. Attendees must have at least one year of work experience in an accounting office and a working knowledge of accounting software.

Click Here for Agenda

Advanced Bookkeeper-Dillners

9:00 am -- 5:00 pm

George Dillner will provide training for Dillner existing and prospective users. Attendees must have at least one year of work experience in an accounting office and a working knowledge of accounting software.

Click Here for Agenda

Beginning Supervisor

9:00 am -- 5:00 pm

Learn the basics of what a PASBA Supervisor job entails. Excellent opportunity for any Supervisor with less than 1 year of experience. There are no prerequisites for attendance.

Advanced Supervisor

9:00 am -- 5:00 pm

Session is recommended for Supervisors with multiple years experience. Topics to include efficiencies in processing, software applications, client relations and overall practice management.

Central Region Meeting (Owners Meeting)

9:00 am -- 5:00 pm

Hotel Accommodations and Location

Double Tree Hotel, Denver Tech Center

7801 East Orchard Road

Greenwood Village, CO 80111

Phone: 303-779-6161

Room Rate: $99.00 S/D

Reservation Deadline:  July 15, 2009

Airport and Transportation

Denver International Airport is located 28 miles from the hotel.  Transportation to and from the Airport includes Super Shuttle - $19.00 each way (Take the train from the gate areas to the terminal and proceed up the escalators to Level 5 / Baggage claim. Claim your luggage, and then proceed directly to the Super Shuttle counter (open daily 7:00 AM - 11:00 PM) across from the water feature under the Ground Transportation signs. Our counter staff will direct you to the appropriate shuttle loading area on Island 3).

Taxi rides are $58.00 each way. 

Driving directions:  From the East: Take I-70 West to I-225 South to I-25 South, to Exit #198, Orchard Rd. Take a right on Orchard Rd., the hotel is the 2nd building on right.  From the South: I-25 North to Exit #198, Orchard Road. Take a left on Orchard Rd. The hotel is 2nd building on right.  From the North: I-25 Center to Exit #198, Orchard Rd. The hotel is 2nd building on right.  From the West: I-70 East to E-470; to I-25 North to Exit #198.

Who Should Attend

This meeting is for bookkeepers and owners of Association member accounting firms learning or using advanced production methods to process write-up services. There are no prerequisites to attend the meeting. For the Basic Bookkeeping seminar participants are expected to have a working knowledge of bookkeeping procedures and owners are expected to have implemented the advanced production methods in their practices. All participants are encouraged to openly share information about the daily management and marketing of their practices during all sessions.

*Persons who are interested in membership with the Professional Association of Small Business Accountants, may attend one conference or meeting before joining. To register as a non-member, you must contact the central office at 866-296-0001.

Meeting Registration Fees

Owners Meeting - $75.00

Supervisor Training - $165.00

Advanced Bookkeeper CSI - $165.00

Advanced Bookkeeper Dillners - $165.00

Beginning Bookkeeper - $165.00

CPE Credit - $25.00

How to Prepare

Prior to the meeting, seminar leaders will solicit specific questions and issues from participants to select questions and issues to be reviewed in the meetings. While wanting to cover as many questions and issues as possible, it is not possible or feasible to use the meeting to resolve some firm specific questions or issues.

Bookkeepers and owners who have not previously attended this meeting should meet and review procedures they use to process client work and prepare for the increased production methods taught at the meeting.

Methods of Instructions

The speakers, panel members, and roundtable moderators present in an open seminar format that encourages questions and discussions by participants. The sessions are conducted in such a way that participants are expected to share specific questions or problems as well as make suggestions and provide information about production methods.

Learning Objectives and Outcomes

This meeting will teach participants how to:

1. Install and process new clients using the production system

2. Use advanced processing methods to improve productivity and efficiency

3. Change clients who are late and unorganized with submitted materials

Registration

At the top of the page please click Register to register NOW for the meeting.

Cancellations received by July 29, 2009 will receive a full refund.

Cancellations received after July 29, 2009 will NOT receive a refund.

Contact Information

For further information on the meeting, refunds, please contact Jackie Dokken at the PASBA Central Office at 866-296-0001.

CPE Credits

Up to 7.5 CPE credits will be offered at this meeting for a fee of $25 per person. CPE certificates will be processed following the meeting with fields of study assigned based upon the final agenda topics.

The Professional Association of Small Business Accountants is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.