Jeffry Haber, Inc
Your one-stop source for accounting, consulting and stand-up comedy
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Presentations
11th Annual Alternative Investment Consultants Summit Panelist, “Why Private Equity, Commodities and Other Alternative Opportunities Are Gaining Investor Momentum,” July 20, 2017, Stamford, Connecticut
Client Servicing for Institutional Asset Managers and Mastering RFPs and Consultant Databases East Panel presentation, “Investors and Consultants Share Insider Insights on What Makes a Winning RFP Response – And What Doesn’t,” June 27, 2017, Boston, Massachusetts Client Servicing for Institutional Asset Managers and Mastering RFPs and Consultant Databases East Presentation, “Client Communications That Add Value – Providing Information Clients Need When They Need It ,” June 26, 2017, Boston, Massachusetts
The Economics, Finance, Global Management, Accounting, IT, Marketing, MIS, and Healthcare Management Research Conference, Hawaii Paper presentation, “The Omniscience Model: Lagged Correlation,” June 2, 2017, Honolulu, HI
The Economics, Finance, Global Management, Accounting, IT, Marketing, MIS, and Healthcare Management Research Conference, Hawaii Keynote presentation, “Truth in the Age of Trump,” June 2, 2017, Honolulu, HI
The RFP and Client Servicing Boot Camp West Panelist, “Investors Share Insider Insights on What Makes a Winning RFP Response – and What Doesn’t,” April 18, 2017, San Francisco, California
3rd Annual OCIO Outsourcing Solutions Conference Panelist, “Investing in the New Investment World,” February 23, 2017, Stamford, Connecticut
14th Annual Foundation, Endowment & Not for Profit Investment Summit Presenter, “Investment Policy Statement (IPS): Set the Right Investment Objectives and Strategy to Fit Your Organization Needs,” January 17, 2017, Toronto, Canada
XVI International Business and Economy Conference Paper presentation, “The Omniscience Model: Equation Selection,” January 5, 2017, Puerto Montt, Chile
Endowment & Foundation Forum Panelist, “Investment Office Roundtable: Endowments and Foundations Over $500 Million,” November 14, 2016, Boston, Massachussetts
Foundation Financial Officers Group Presenter, “Administrative Costs Survey,” Fall Meeting, November 11, 2016, San Francisco, California
Valuation of Hard‐to‐Value Securities & Portfolios Panelist, “The Due Diligence Process and Beyond: What Investors are Looking For When Analyzing Valuation Procedures,” September 26, 2016, New York, New York
Annual Conference on Management and Social Sciences Paper presentation, “Preparing the Statement of Cash Flows Using the Direct Method,” August 10, 2016, Honolulu, Hawaii. Also served as session chair.
29th Annual Endowments and Foundations Summer Forum Moderator, “Leveraging … For Fee Concessions,” August 1, 2016, Manchester Village, Vermont
Marketing & Sales for Institutional Asset Managers Moderator, “Investor/Consultant Panel: Decision-Makers Explain How You Can Put Your Firm in the Best Possible Position to Get the Mandate,” July 25, 2016, New York, New York
The 5th Annual OCIO and Investment Outsourcing Summit Panelist, “Understanding Fees Relative to Your Provider’s Value Proposition,” May 24, 2016, New York, New York
Spring ETP Forum Panelist, “Institutional Asset Owners Roundtable,” April 6, 2016, New York, New York
Investment Consultants Forum Moderator, “A Look at Today’s Consultant Industry: What’s New and Where Are We Headed?” March 8, 2016, New York, New York
Alternative Investment Consultants Summit Panelist, “Institutional Investors Explain Why They Are Embracing Alternatives,”
February 25, 2016, Greenwich, Connecticut
Global Conference on Business and Finance Presentation, “Spliced Correlation – Theory Development,” December 6, 2015, Honolulu, Hawaii
Aksia Lunch & Learn Presentation, “Unconventional Thinking,” November 20, 2015, New York, New York.
Financial Research Associates Manager Selection, Due Diligence and Oversight, Speaker, “Opening Institutional Investor Panel: How Can We Know if We’re Hiring & Retaining the Right Advisors & Managers?” November 9, 2015, New York, York.
Hawaii International Conference on Business Paper presentation, “Forecasting Portfolio Balance Using Return Mean, Standard Deviation and Spending,” October 12, 2015, Honolulu, Hawaii. Also served as session chair
Foundation Financial Officers Group Co-Presenter, “Administrative Costs Survey,” Fall Meeting, October 9, 2015, New York, New York
EisnerAmper & Blue River Partners Industry Event Panelist, “Trends in Outsourcing of Alternative Investment Managers Back-Office Operations and Regulatory Compliance Functions From an Institutional Investors Perspective,” September 30, 2015, Dallas, Texas
Investment Management Institute 28th Annual Endowments and Foundations Summer Forum, Moderator, “Smart Beta,” July 27, 2015, Manchester Village, Vermont
2015 Maui International Business Conference Paper presentation, “Assessing The Relevancy Of The “Real” Component Used In An Investment Return Target,” January 5, 2015, Maui, Hawaii. Also served as session chair.
Institutional Investor Symposium Chairman, Emerging Market Forum, May 13, 2015, New York, New York
Institutional Investor Benchmarking Session Leader, Emerging Market Forum, May 13, 2015, New York, New York
Institutional Investor Moderator, “Private Markets Strategies and Your EM Portfolio,” Emerging Market Forum, May 13, 2015, New York, New York
EisnerAmper Panelist, “The State of the Fund of Hedge Fund (FOHF) Industry,” April 8, 2015, New York, New York
Foundation Financial Officers Group Co-Presenter, “Administrative Costs Survey,” Fall Meeting, October 24, 2014, Boston, Massachusetts
Foundation Financial Officers Group Panelist, “Valuation and Opportunity, FFOG CIO Panel,” Fall Meeting, October 23, 2014, Boston, Massachusetts
Institutional Investor Moderator, India Investment Forum, September 24 and 25, 2014, New York, New York
Institutional Investor Moderator, “Plenary Session: Funding India’s Infrastructure,” India Investment Forum, September 24, 2014, New York, New York
Institutional Investor Moderator, “Panel Session: Power, Coal and Renewable Energy,” India Investment Forum, September 24, 2014, New York, New York
Investment Management Institute Moderator, “What is Inflation in an Endowment and Foundation Context,” 27th Annual Endowments and Foundations Summer Forum, July 28, 2014, Manchester Village, Vermont
Investment Management Institute Speaker, “Institutional Investors’ Changing Attitude,” 8th Annual Summer Alternative Investment Consultants Summit, July 9, 2014, Greenwich, Connecticut
Institutional Investor Presenter, “Food for Thought: Interactive Brain Teaser,” Endowments and Foundations Roundtable, June 4, 2014, Boston, Massachusetts
Hawaii International Conference on Business Paper presentation, “Can Active Management Outperform a Benchmark: Let’s Stop the Madness – The Benchmark is an Unattractive Investment,” May 22. 2014, Honolulu, Hawaii. Also served as session chair
Institutional Investor Debater, “In the Spotlight – Do Fees Matter? Featured Debate,” Global-west Government Funds Roundtable, May 9, 2014, London, England
Financial Research Associates Presenter, “From Start to Finish: A Detailed Case Study on Launching and Executing an Outsourced Strategy,” April 29, 2014, Chicago, Illinois
Foundation Financial Officers Group Moderator, “Risk and Insurance – A Tour de Force,” Spring Meeting, April 25, 2014, Chicago, Illinois
Institutional Investor Moderator, “Current Opportunities in World Markets: The Investor’s View,” Saudi Arabia Institutional Investor Forum, March 11, 2014, Riyadh, Saudi Arabia
Institutional Investor Panelist, “Fed Policy and US Economic Prospects: Ramifications for Saudi Arabia’s Investors,” Saudi Arabia Institutional Investor Forum, March 11, 2014, Riyadh, Saudi Arabia
Intellectbase International Consortium Paper presentation, “At What Level Do Manager Fees Start to Matter?” December 19, 2013, Las Vegas, Nevada
HFMWeekOnline Panelist, “Operational Innovation: Emerging Trends in Operational Best Practice,” November 13, 2013, New York, New York
Foundation Financial Officers Group Co-Presenter, “Administrative Costs Survey,” Fall Meeting, October 11, 2013, New York, New York
Financial Research Associates Panelist, “On-going Monitoring and Performance Evaluation,” The Outsourced CIO Summit, September 25, 2013, Boston, Massachusetts
Financial Research Associates Panelist, “An In-depth Examination of Various Outsourcing Models,” The Outsourced CIO Summit, September 24, 2013, Boston, Massachusetts
San Francisco Private Investment Fund Forum Keynote Address, “Endowments and Foundations: How Institutional Investors View and Use Alternative Investments,” October 17, 2013, San Francisco, California
Opal Financial Group Moderator, “Challenges Facing Endowments and Foundations,” Endowment and Foundation Forum, October 7, 2013, Boston, Massachusetts
Foundation Financial Officers Group Webinar presenter, “Investment Related Accounting Issues,” August 20, 2013
Investment Management Institute Moderator, “Outsourcing Investment Policy Statements – Direction for Portfolio Construction,” 26th Annual Endowments and Foundations Summer Forum, July 29th, 2013, Manchester Village, Vermont
Financial Research Associates Panelist, “An In-depth Examination of Various Outsourcing Models,” The Outsourced CIO Summit, June 24, 2013, Miami Beach, Florida
Financial Research Associates Panelist, “How to Hire an Outsourcer: RFP, RFI, or Specialized Search Firm?” The Outsourced CIO Summit, June 24, 2013, Miami Beach, Florida
Hawaii International Conference on Business Paper presentation, “Resolving the Dichotomy Between Investors and Managers About Whether Active Management Beats the Index,” May 25, 2013, Honolulu, Hawaii. Also served as session chair
Institutional Investor Moderator, “Opportunistic Investing vs. Eight Percent Guaranteed – What Would You Do?” Endowments & Foundations Roundtable, June 5, 2013, Boston, Massachusetts
HFMWeekOnline Speaker, “US Breakfast Briefing: Institutional Investors Playing a More Active Role in Portfolio Management and Investing in Direct Investment Strategies,” May 21, 2013, New York, New York
Institutional Investor Moderator, “Frontier Markets: The Why, the Where, and the How Panel,” 3rd Annual Emerging Markets Forum, May 7, 2013, New York, New York
Foundation Financial Officers Group Session Chair, “International Financial Reporting Standards,” Spring Meeting, April 17, 2013, London, England
New York State Society of CPAs Co-Presenter, “International Activities,” 2013 Nonprofit Conference, January 10, 2013, Rochester, New York and January 17, 2013, New York, New York
Intellectbase International Consortium Paper presentation, “The Failure of Equity Managers to Beat Their Benchmark: Lord, is it I (Or is it the Benchmark)? December 14, 2012, Las Vegas, Nevada. Also served as session chair
Foundation Financial Officers Group Co-Presenter, “Administrative Costs Survey,” Fall Meeting, October 12, 2012, San Francisco, California
Institutional Investor Panelist, “An Inevitable Convergence of Returns?” The 18th Annual Institutional Investment Conference, September 10, 2012, San Francisco, California
Investment Management Institute Moderator, “Investment Benchmarking: Purpose and Techniques,” 25th Annual Endowments and Foundations Summer Forum, July 23rd, 2012, Manchester Village, Vermont
Financial Research Associates Panelist, “Successfully Addressing Key Testing and Auditing Issues that Pertain to Valuations,” The 12th Annual Valuation of Hard-to-Value Securities and Portfolios, June 11, 2012, New York, New York
IMN Panelist, “Emerging Managers: Are Institutional Investors Increasingly Making Allocations to These Managers,” New York Real Estate Opportunity & Private Fund Investing Forum, May 31, 2012, New York, New York
iGlobalForum Panelist, “Investor Roundtable: Current Attitudes and Allocations to Alternatives,” 3rd Annual Alternative Investments Summit, May 30th, 2012, New York, New York
Hawaii International Conference on Business Paper presentation, “Fooled by Correlation: How Blind Acceptance of Correlation Dogma Destroys Diversification,” May 26, 2012, Honolulu, Hawaii. Also served as session chair
Institutional Investor Panelist, “Best Practices in Risk Management: Perspectives throughout the Trade Cycle,” The 18th Annual Global Hedge Fund Summit, April 16, 2012, Southampton, Bermuda
Institutional Investor Moderator, “Consultants’ Panel: How Much?” Emerging Markets Forum, March 28, 2012, New York, New York
iGlobalForum Panelist, “Real Estate Specific Investment Focus,” 6th Real Estate Private Equity Summit, March 7, 2012, New York, New York
Opal Financial Group Moderator, “The Evolving Role of Investment Consultants,” Investment Consultants Forum, March 2, 2012, New York, New York
New York State Society of CPAs Panelist, “Ask the Experts,” 2012 Nonprofit Conference, January 12, 2012, Rochester, New York and January 19, 2012, New York, New York
International Business and Economy ConferencePaper presentation, “Correlations in an Investing Context: Prices or Returns?” January 7, 2012, Kona, Hawaii. Also served as session chair
Intellectbase International Consortium Paper presentation, “Of “Real” Investment Returns,” December 16, 2011, Las Vegas, Nevada
Alpha Institutes Panelist, “What is an Opportunistic Portfolio?” CIO Summit, October 27, 2011, New York, NY
Institutional Investor Panelist, “Between a Rock and a Hard (Asset) Place,” The 17th Annual Institutional Investment Conference, September 27, 2011, San Francisco, California
Opal Financial Group Panelist, “Investment Styles and Strategies … The Endowment Model,” Endowment and Foundation Forum, September 21, 2011, Boston, Massachusetts
IMN Panelist, “The Risk-Return Tradeoff,” The Foundations and Endowments Summit, September 19, 2011, Miami Beach, Florida
Investment Management Institute Co-Moderator, “International Equities: Volatility, Opportunities and Risks,” 24th Annual Endowments and Foundations Summer Forum, July 25, 2011, Manchester Village, Vermont
Financial Research Associates Panelist, “Successfully Addressing Key Valuation Issues,” Hedge Fund Accounting, Auditing, and Administration Forum, July 18, 2011, New York, New York
Institutional Investor Co-Moderator, “Asset Allocation,” Endowments and Foundations Roundtable, June 7, 2011, Boston, Massachusetts
IMN Panelist, “Measuring Fund Performance,” The 12th Annual US Real Estate Opportunity & Private Fund Investing Forum, June 2, 2011, New York, New York
Hawaii International Conference on Business Paper presentation, “A New Normal for Portfolios: Construction, Assessment & Design,” May 26, 2011, Honolulu, Hawaii. Also served as session chair
Institutional Investor Panelist, “Expanding the Borders of Active Investing,” 17th Annual Global Hedge Fund Summit, May 2, 2011, Southampton, Bermuda
Catalyst Financial Partners Panelist, “How to Identify and Select Alpha Managers,” Alternative Investing Forum Spring 2011, April 12, 2011, New York, New York
IMN Panelist, “Choosing Among Real Estate Vehicles: What Are You Recommending and Why,” Real Estate Investment & Search Consultants Congress, March 30, 2011, New York, New York. Also served as moderator
Institutional Investor Panelist, “Emerging Markets: A New Classification Needed?” The Middle East Investment Management Summit, March 2, 2011, Abu Dhabi, United Arab Emirates
Investment Management Institute Presenter, “The New Endowment Model and the Use of Hedge Funds,” January 27, 2011, Greenwich, Connecticut
International Business and Economy Conference Paper presentation, “The Financial Crisis: Did the Market Go to 1?” January 7, 2011, Guadalajara, Mexico
New York State Society of CPAs Panelist, “Ask the Experts,” 2011 Nonprofit Conference, January 6, 2011, Rochester, New York and January 13, 2011, New York, New York
Connex Panelist, “The Future of the Hedge Fund Industry: Returns, Fees, and the New Transparency Imperative,” Strategic Investments Forum, December 7, 2010, Dallas, Texas
Opal Financial Group Panelist, “Challenges Facing Endowments and Foundations, past, present and future.” 12th Annual Endowment & Foundation Forum, November 1, 2010, Boston, Massachusetts
iGlobalForum Panelist, “Comparing Performance Among Real Estate Private Equity Funds,” 4th Real Estate Private Equity Summit, October 20, 2010, New York, New York
Catalyst Financial Partners Panelist, “Asset Liability Management for Different Investors and the Role of Alternatives,” Asset Allocation Forum in Alternatives 2010, October 18, 2010, New York, New York
The International Business and Economic Research Conference Paper presentation, “Under-reporting of Returns by Alternative Asset Funds,” October 11, 2010, Las Vegas, Nevada
Institutional Investor Panelist, “Balancing Liquidity Needs with Alpha Generation,” The 16th Annual Institutional Investment Conference, September 28, 2010, San Francisco, California
IMN Panelist, "How Institutional Investors are Approaching the Hedge Fund Market," Alternative Investment Summit, September 21, 2010, San Diego, California
Argyle Executive Forum Panelist, “Investor Outlook,” 2010 Investment Forum for Endowments, Foundations and Pension Funds, September 14, 2010, New York, New York
Investment Management Institute Co-Moderator, “What Risks are Embedded in Your Portfolio?” 23rd Annual Endowments and Foundations Summer Forum, July 27, 2010, Manchester Village, Vermont
Institutional Investor Panelist, “Finding the Right Solutions for Effective Transparency,” Hedge Fund Investor Symposium, June 22, 2010, New York, New York
IMN Panelist, “The Limited Partner Roundtable,” US Real Estate Opportunity & Private Fund Investing Forum, June 4, 2010, New York, New York
SuperReturn US Panelist, “Investor Due Diligence of Private Equity Funds: Changing Investor Expectations of Transparency, Reporting, Fund Infrastructure & Valuation Process,” June 3, 2010, Boston, Massachusetts
Hawaii International Conference on Business Paper presentation, “Does the Market go to 1?” May 30, 2010, Honolulu, Hawaii
Argyle Executive Forum Panelist, “Investor Outlook,” Endowment & Foundation Spotlight: Investing in Hedge Funds,May 26, 2010, New York, New York
Institutional Investor Panelist, “Separating Talent from Luck (or Leverage),” 16th Annual Global Hedge Fund Summit, May 3, 2010. Also served as moderator, Southampton, Bermuda
GAIM Panelist, “Renegotiating the Industry Standard – What are the New Fee Structures Being Put into Place to Align Liquidity Terms & Lock-Up Periods to Underlying Securities,” GAIMops Cayman, March 1, 2010, Grand Cayman, Cayman Islands
New York State Society of CPAs Panelist, “Ask the Experts,” 2010 Nonprofit Conference, January 14, 2010, New York, New York
International Business and Economy Conference Paper presentation, “Do the Unrealized Gains In Alternative Assets Ever Become Realized?” January 8, 2010, Prague, Czech Republic. Also served as session chair
New York State Society of CPAs Co-Chair, 2010 Nonprofit Industry Conference, Rochester, NY, January 7, 2010 and New York, New York, January 14, 2010
Opal Financial Group Panelist, “Challenges Facing Endowments and Foundations, past, present and future,” 11th Annual Endowment & Foundation Forum, October 25, 2009, Boston, Massachusetts
GAIM Panelist, “Transparency and Risk Management – Resolving the Conflict Between Investors’ Need for Information and Independent Risk Management and Managers’ Need for Flexibility and Efficiency,” GAIM Plan, October 19, 2009, New York, New York
The International Business and Economic Research Conference Paper presentation, “Does the Market Go to 1?” October 5, 2009, Las Vegas, Nevada
Institutional Investor Panelist, “Institutional Investors Perspectives – The Brave New World of Investment,” 6th Annual India Investment Forum, September 18, 2009, New York, New York
Investment Management Institute Co-Moderator, “The Myth of Diversification in the Market Implosion of 2008,” 22nd Annual Endowments and Foundations Summer Forum, July 27, 2009, Manchester Village, Vermont
Institutional Investor Panelist, “Madoff and Beyond – The Impact and Meaning of Blowups, Frauds and Mismanagement,” Annual Hedge Fund Investor Symposium, June 24, 2009, New York, New York
Hawaii International Conference on Business Paper presentation, “The Problems in Quantifying Risk,” June 12, 2009, Honolulu, Hawaii
Council on Foundations “Emerging Liquidity Issues for Foundations,” May 5, 2009, Atlanta, Georgia
Institutional Investor Panelist, “Recognizing and Defining Investment Risk: Possibilities and Pipe Dreams,” Global Commodities Investment Forum, February 2, 2009. Also served as moderator, New York, New York.
New York State Society of CPAs Panelist, “Ask the Experts: Audit and Accounting, Tax and Governance Issues Affecting Nonprofit Organizations,” January 7, 2009 Rochester, New York and January 14, 2009 New York, New York
New York State Society of CPAs Co-Chair, 2009 Nonprofit Industry Conference, Rochester, New York, January 7, 2009 and New York, New York, January 14, 2009
Opal Financial Group Panelist, “Manager Selection,” December 15, 2008, New York, New York
Institutional Investor Panelist, “Still the Right Time for Commodities?” 15th Annual MARHedge Global Hedge Fund Summit, October 28, 2008, Southampton, Bermuda
Foundation Financial Officers Group Panelist, “Risk: Questions You Should be Asking Your Managers,” Fall Meeting, October 16, 2008, Boston, Massachusetts
The International Business and Economic Research Conference Paper presentation, “Optimal Spending in a Private Foundation: Using Confidence Intervals,” October 1, 2008, Las Vegas, Nevada. Also served as session chair
Institutional Investor Panelist, “The Continuing Jewel in the Crown: The Extractive Industries,” Kazakhstan Investment Forum, September 19, 2008. Also served as moderator, New York, New York
Worldwide Business Research Panelist, “Clarifying Asset Correlation to Achieve Maximum Diversification,” Commodities Portfolio Management 2008, September 17, 2008, Boston, Massachusetts.
Institutional Investor Keynote Speech, “The Correlation of Uncorrelated Asset Classes,” 13th Annual European Conference on Alternative Investments, June 2, 2008, Dublin, Ireland
Hawaii International Conference on Business Paper presentation, “Correlation of Uncorrelated Asset Classes: Near Term Issues, May 23, 2008, Honolulu, Hawaii. Also served as session chair
Institutional Investor Keynote Speech, “Beyond Simple Index Investing?” Asian Commodities Investment Forum, April 30, 2008, Singapore
Institutional Investor Panelist, “Commodities as Part of Asset Allocation: Cyclic Opportunistic Market to Genuine Asset Class?” April 30, 2008, Singapore
Foundation Financial Officers Group Moderator and panelist, “Endowment Investments – Dealing With the Unknowns,” Spring Meeting, April 17, 2008, London, England
International Business and Economy Conference Paper presentation, “Correlation of Uncorrelated Asset Classes,” January 11, 2008, San Francisco, California. Also served as session chair
Institutional Investor Panelist, “Commodities in Institutional Portfolios – Supply & Demand Dynamics: Where are the Opportunities and the Risks?” 14th Annual MARHedge Global Hedge Fund Summit, October 30, 2007, Southampton, Bermuda
The International Business and Economic Research Conference Paper presentation, “The Optimal Level of Spending in a Private Foundation Given Known Parameters,” October 3, 2007, Las Vegas, Nevada. Also served as session chair
Foundations and Endowments Summit Panelist, “Navigating the Alternative Landscape: What is an Alternative?” September 2007, Hot Springs, Virginia
Institutional Investor Panelist, “An Exercise in Comparisons and Contrasts: Infrastructure Investments v. Alternative Investments,” Infrastructure Investment Forum, June 28, 2007, New York, New York
International Quality and Productivity Center Panelist, “Opportunities and Risks in Increasing the Role of Commodities in Your Portfolio,” June 26, 2007, Chicago, Illinois
Institutional Investor Panelist, “Commodities: Will the Boom Continue and for How Long,” Endowments and Foundations Roundtable, June 5, 2007. Also served as moderator, Boston, Massachusetts
Institutional Investor Panelist, “Metals and Mining Sector,” 4th Annual China Investment Forum, June 1, 2007, New York, New York
Hawaii International Conference on Business Paper presentation, “A Primer on Investment Vehicles for Non-Profits, Foundations and Endowments,” May 25, 2007, Honolulu, Hawaii. Also served as session chair
Investment Management Institute Moderator, “Anticipating Your Audit of Allocations to Alternative Investments to Comply With New Guidelines,” April 24, 2007, Greenwich, Connecticut
Institutional Investor Panelist, “Managing the Cycles in Alternative Investments,” The Search for Alpha Forum, March 22, 2007. Also served as moderator, San Francisco, California
Institutional Investor Panelist, “Evaluating the Role of Commodities in an Institutional Portfolio: The Investors’ Perspective,” Global Commodities Conference, January 29, 2007, New York, New York
International Business and Economy Conference Paper presentation, “Earnings Quality Ratings and Corporate Governance: Do Companies with Good Governance Have Financial Statements that Better Reflect Reality?” January 5, 2007, San Francisco, California
Investment Management Institute Moderator, “New AICPA Guidelines for Auditing Your Allocations to Alternative Investments,” November 8, 2006, Greenwich, Connecticut
The International Business and Economic Research Conference Paper presentation, “The Myth of Teaching Ethics at the Cure for Business Scandal, and the Solution”, October, 2006, Las Vegas, Nevada
Asia-Pacific Conference Paper presentation, “Earnings Quality Ratings,” October 17, 2006, Maui, Hawaii
Hawaii International Conference on Business Paper presentation, “New Accounting for a New World,” May 25, 2006, Honolulu, Hawaii
International Business and Economy Conference Panel presentation, “Why Ethics is Not Optional for the 21st Century,” January 7, 2006, Honolulu, Hawaii
American Association of Accounting and FinancePaper presentation, “Cases in Managerial Accounting,” December 10, 2005, New Orleans, Louisiana
The International Business and Economic Research Conference Paper presentation, “The Irrelevance of the Literature Review in Academic Papers,” October 2005, Las Vegas, Nevada. Chosen Best Paper
Hawaii International Conference on Business Paper presentation, “Rating the Quality of Corporate Earnings: Krispy Kreme Doughnuts,” May 28, 2005, Honolulu, Hawaii. Also served as session chair
International Business and Economy Conference Paper presentation, “Quality of Earnings Ratings,” January 8, 2005, Honolulu, Hawaii American Association of Accounting and Finance Paper presentation, “Development of a New Framework for Evaluating Bankruptcy Prediction Models,” December 11, 2004, New Orleans, Louisiana. Also served as session chair
The International Business and Economic Research Conference Paper presentation, “Evaluating Bankruptcy Prediction Models,” October 5, 2004, Las Vegas, Nevada. Chosen Best Paper. Also served as session chair
Hawaii International Conference on Business Paper presentation, “Theoretical Development of Bankruptcy Prediction Variables”, June 22, 2004, Honolulu, Hawaii
American Association of Accounting and Finance Paper presentation, “Graphic Depiction of Financial Statements,” December 2003, New Orleans, Louisiana
The International Business and Economic Research Conference Paper presentation, “Graphic Depictions in Annual Reports: A New Schema for Presentation,” October 8, 2003, Las Vegas, Nevada. Chosen Best Paper
Hawaii International Conference on Business Paper presentation, “The Future of Accounting Education: Evidence for Specialization”, June 19, 2003, Honolulu, Hawaii
American Society of Business and Behavioral SciencesPaper presentation, “Can Accounting Education Get Any Less Relevant: Re-Inventing the Introductory Course In Accounting,” February 21, 2003, Las Vegas, Nevada
American Association of Accounting and Finance Paper presentation, “The Increasing Irrelevance of Accounting, Financial Statements and Auditors,” December 5, 2002, New Orleans, Louisiana
Hawaii International Conference on Business Paper presentation, “Negative Interest: Uses and Applications in Accounting Education,” June 19, 2002, Honolulu, Hawaii. Also served as session chair
American Society of Business and Behavioral Sciences Paper presentation, “Dow Jones Industrial Average: Simply a Media Darling or a True Reflection of the Stock Market?” February 8, 2002, Las Vegas, Nevada
Hawaii International Conference on Business Paper presentation, “Re-Defining Accounting Concepts: A New Definition of Land,” June 14, 2001, Honolulu, Hawaii
American Society of Business and Behavioral Sciences Paper presentation, “Theoretical Inconsistencies in Accounting: Where is the Salvage Value?” February 23, 2001, Las Vegas, Nevada. Also served as session chair
American Society of Business and Behavioral Sciences Paper presentation, “Theoretical Inconsistencies in Accounting: Why Don’t We Depreciate Land?” February 25, 2001, Las Vegas, Nevada
New York State Society of CPAs Co-Chair, 1998 Nonprofit Industry Conference, Rochester, New York, January 13, 1998 and New York, New York, January 20, 1998
New York State Society of CPAs Co-Chair, 1997 Nonprofit Industry Conference, Rochester, New York, January 7, 1997 and New York, New York, January 14, 1997
New York State Society of CPAs Evening technical session, "Solving Implementation Issues: SFAS 116 and 117," New York, New York, May 16, 1996
New York State Society of CPAs Co-Chair, 1996 Nonprofit Accounting Conference, Rochester, NY, January 10, 1996 and New York, New York, January 17, 1996
American Accounting Association Paper reviewer, Government and Nonprofit Section, Northeast Regional Meeting, Binghamton, New York, April 25, 1997
American Accounting Association Paper Presentation: "Quantification of the Nonprofit Advantage: A Case Study", Northeast Regional Meeting, Hartford, Connecticut, April 20-22, 1995
American Accounting Association Paper Presentation: "Nonprofit Competition with Small Business: A Roadmap Leading to Answers", Northeast Regional Meeting, Buffalo, New York, April 28-30, 1994
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