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Accounting Day-San Diego
May 22, 2017


                      .....

Red Flags for Senior Financial
   Abuse - Warning Signs,
   Preventation and
   Investigation
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Jim Colville, CPA - Recent Presentations
San Diego, CA



Accounting Day 2015
San Diego
Event Organizer and Chairman
May 18, 2015                                      Website


Communicaton You Can Expect from Your Auditor
   There's more to an audit than the auditors opinion letter and financial statements
Webinar
Accounting Education Institute, San Diego, CA
June 8, 2014


Accounting Day 2014
San Diego
Event Organizer and Chairman
May 19, 2014                                       Website


The Simple Power within Excel
   Nothing but seldom known tricks and useful tools using Excel
Webinar
Accounting Education Institute, San Diego, CA
January 6, 2014


Power Dashboards and Reports Using Excel
   Using Excel's built-in features
Accounting Education Institute, San Diego, CA
November 21, 2013


Preparing for an Audit or Review
   GAAP and Practical Considerations
   Planning and Fee Containment
Accounting Education Institute, San Diego, CA
November 5, 2013


Elder Financial Abuse
   Case Studies
CalCPA, San Diego Chapter - North County Discussion Group
October 16, 2013


Effective Excel Dashboards and Reports
   Power reporting using Excel's built-in features
IMA Wild West Council (Western Region), Long Beach, CA
October 4, 2013


Excel Features in Creating Dashboards and Reports
   Making Excel Work for You
IMA Wild West Council (Western Region), Long Beach, CA
October 4, 2013


Analysis Using Excel
   With Time Savings Tips and Tricks
Webinar
Accounting Circle - National University
August 6, 2013


Analysis Using Excel
Institute of Management Accountants (IMA)
San Diego Chapter-Controllers Council
June 19, 2013


Accounting Day 2013
San Diego
Event Organizer and Chairman
May 20, 2013                                      Website


Tax Tips and Traps for Independent Contractors
Specialized Industry
January 21, 2013


Financial Elder Abuse
    Panelist, with Paul Greenwood, Gayle Powers, Jim Colville and Doug Thompson
CalCPA and RMA, Annual ABC Night (Attorneys, CPAs, & Bankers)
January 9, 2013


Financial Statements and Budgeting using Excel
    With Emphasis on Zero Time Reporting
IMA Wild West Council (Western Region), Tucson, AZ
October 26, 2012


Technology and Security for the Eldercare Professional and Their Clients
   Tools to help in everyday work and to fight elder financial abuse
Elder Care Resource Team
September 6, 2012                           Website


No Answer Answers
   Answers to those Accounting and Tax Topics that plague us everyday
IMA-Wild West Council
August 17, 2012


Accounting Day 2012
San Diego
Event Organizer and Chairman
May 7, 2012                                      Website


Tax Strategies for Seniors / Red Flags for Senior Financial Abuse
   2nd Annual Presentation

Tierrasanta Village of San Diego
February 7, 2012


Year End Payroll
Moderator, Panel Presentation with
Wendy Sanderlin, Director of Payroll, Jack-in-the-Box
Jennifer Gillette, San Diego Area Audit Program Manager;
Field Audit and Compliance Division
IMA San Diego Chapter
December 8, 2011



Senior Fraud and Financial Abuse
Western Region 2011 Conference
National Association of Professional Geriatric Care Managers (WRC-NAPGCM)
Bellagio, Las Vegas, NV
November 5, 2011                                  Handout


Concepts and Tools to Stay Connected to Your Finances
    For the visually impaired senior
Elder Care Resource Team and The Braille Institute San Diego Regional Center
September 29, 2011                               Handout


Excel-What's New, What's Old, What's Hot
    With case studies used in Jim's recent forensic accounting cases
IMA-San Diego Chapter
July 14, 2011


Detecting Financial Statement Fraud: Stories From the Trenches
IMA-San Diego Chapter
May 12, 2011


Accounting Day 2011
San Diego
Event Organizer and Chairman
May 9, 2011                                           Website


Tax Strategies for Seniors / Red Flags for Senior Financial Abuse
Tierrasanta Village of San Diego
May 3, 2011


Senior Financial Abuse
    Case Study
Elder Care Resource Team
January 6, 2011                                        Website


San Diego Fraud Mini Conference
Accounting Education Institute
Event Organizer and Chairman
June 21, 2010                                          Website


Accounting Day 2010
San Diego
Event Organizer and Chairman
May 10, 2010                                            Website


Excel Power Tips and Tricks
KFORCE Consultant's Appreciation Event
March 18, 2010


Comparative Excel Database Features for Accountants
     With an Emphasis on Financial and Forensic Accounting
CPA Tech Day
December 2, 2009                                     Website


Excel Solutions for Accountants
     With an Emphasis on Forensic Accounting
UCSD Extension
Continuing Education
November 4, 2009


Excel Database Techniques for Accountants
Institute of Management Accountants (IMA)
San Diego Chapter-Controllers Council
September 24, 2009


Excel-Visual Basic for Applications / Macros-Two, 2-hour sessions
Calif Society of CPAs (CalCPA)
San Diego Chapter
September 15 & 24, 2009


Common Issues in Compilations & Reviews and Other Updates
Calif Society of CPAs (CalCPA)
San Diego Chapter
September 9, 2009


Banking Panel Moderator
Accounting Day 2009
May 18, 2009


Accounting Day 2009
San Diego
Event Organizer and Chairman
May 18, 2009                                  Website


Excel for Accountants
UCSD Extension
Continuing Education
February 6, 2009


Excel for Accountants
     with Emphasis on Financial Reporting
Tax and Accounting Institute-CalCPA, San Diego Chapter
November 20, 2008


Revenue Recognition
     Fraud or Bad Reporting?
Institute of Management Accountants (IMA)
San Diego Chapter-Controllers Council
Continuing Education
September 17, 2008


Revenue Recognition
Calif Society of CPAs (CalCPA)
San Diego Chapter
Continuing Education
September 10, 2008


Planned Giving
    With Emphasis on Charitable Remainder Trusts
Elder Care Resource Team
Lunch and Learn Community Event
August 27, 2008


Excel Solutions for Accountants
    With Emphasis on If, SumIf and Lookup Features
IMA-Wild West Council
Hands on Class
August 15, 2008


Excel Solutions for Accountants
     Tricks, Pivot Tables & Macros
Calif Society of CPAs (CalCPA)
San Diego Chapter
June 3, 2008


Accounting Day 2008
San Diego
Event Organizer and Chairman
May 12, 2008                                  Website


Excel Solutions for Accountants
Accounting Day 2008
May 12, 2008


San Diego Finance Forum
Moderator
December 14, 2007                        Website


Let's Really Use Financial Statements
THE Group
October 9, 2007                           Presentation Outline


Excel Solutions for Accountants
    With Emphasis on Zero Time Reporting
Institute of Management Accountants (IMA)
San Diego Chapter
August  9, 2007


Accounting Day 2007
San Diego
Chairman and Master of Ceremonies
May 16, 2007                                  Website


Excel-Advanced Tips and Tricks
Institute of Management Accountants (IMA)
North San Diego County Chapter
April  26, 2007


Charitable Contributions
    From Household Goods to Charitable Remainder Trusts
Elder Care Resource Team
January 18,  2007


Hierarchy of GAAP-SOX-PCAOB
CMA Review Course Module
San Diego
October 21, 2006


Excel-Advanced Tricks Emphasizing Excel's Database Features
Association of Government Accountants
San Diego Chapter
October 11, 2006


Excel-Advanced Tricks and Excel Security
Information Systems Audit and Control Association (ISACA)
San Diego Chapter
August 31, 2006


Excel-Reports in Zero Time
American Society of Women's Accountants (ASWA) San Diego Chapter
August 24, 2006


Excel-Advanced Tips and Tricks
Institute of Management Accountants (IMA)
Controllers Council-San Diego Chapter
August 23, 2006


Excel at Excel
Calif Sociiety of CPAs (CalCPA)
San Diego Chapter
September 28, 2005


Accounting Day 2006
San Diego
Chairman and Master of Ceremonies
May 15, 2006


Spreadsheet Considerations Under SOX-404
A Common Sense Approach That You Can Implement
Hospitality Finance and Technology Professionals (HFTP)
San Diego Chapter
June 15, 2005


Accounting Day 2005
San Diego
Chairman and Master of Ceremonies
May 18, 2005


Spreadsheet Considerations Under SOX-404
A Common Sense Approach that You Can Implement
America Society of Women Accountant's (ASWA)
San Diego Chapter
February 17, 2005


Protecting Your Company Assets Against Fraud
Institute of Management Accountants (IMA)
San Diego Chapter
January 12, 2005


Awesome Financial Statements Using Excel
Accounting Day 2004
May 12, 2004


A Fresh Look at Choosing the Right Type of Business Entity
Accounting Day 2004
May 12, 2004



Advanced Excel Time Saving Techniques
American Society of Military Comptrollers (ASMC)
Mini-PDI, San Diego
April 12, 2004


Taxation of the Business Entity
UCSD Extension
Winter Quarter 1/8/2003--3/19/2003


Taxation of the Business Entity
UCSD Extension
Fall Quarter 9/25/2002--12/4/2002


Taxation of the Business Entity
UCSD Extension
Summer Quarter 2002


Taxation of the Business Entity
UCSD Extension
Summer Quarter 1999