Speaker
Past Events
Speaking and Education
Jim speaks frequently in the San Diego business community and for professional organizations and company events. He also organizes live events and webinars. To request Jim to speak at your event or for you to be a speaker/presenter at one of his live or webinar events, send a note in with the Contact link in the menu.
Excel education website:
Excel365Solutions.com
Jim’s annual live education event:
AccountingDay.org
Upcoming webinar events:
AccountingEducationInstitute.com
Past Events:
Webinars
See AccountingEducationInstitute.com
above for recent webinars presented.
Speaking Engagements 2022 and After
See the links above
Excel Dynamic Arrays are the Future
Presenting Dynamic Arrays Using Real World Solutions
Institute of Management Accountants (IMA) National Conference
Austin, TX
June 14, 2022
Accounting Day 2021
San Diego
Event Organizer and Chairman
October 25, 2021
Accounting Day 2019
San Diego
Event Organizer and Chairman
May 13, 2019
GAAP Inside and Out
Practical GAAP Solutions
Webinar
Accounting Education Institute
June 19, 2018
Excel-Nothing but Tricks
IMA-at National University
Combined Live and Webinar
June 14, 2018
Accounting Day 2018
San Diego
Event Organizer and Chairman
May 14, 2018
Gone Without a Trace
There’s Always a Trail – Great Frauds, Dumb Frauds and Internal Control Tools
Webinar
Accounting Education Institute
October 10, 2017
Statement of Cash Flows
Preparation concepts, Tools, and Landmines
Webinar
Accounting Education Institute
August 16, 2017
Accounting Day 2017
San Diego
Event Organizer and Chairman
May 22, 2017
Accounting Day 2016
San Diego
Event Organizer and Chairman
May 16, 2016
Gap in GAAP
Operations Reporting Comparison with GAAP Financial Reporting
Conflicts and Complements
Webinar
Accounting Education Institute
July 16, 2015
Accounting Day 2015
San Diego
Event Organizer and Chairman
May 18, 2015
Communication You Can Expect from Your Auditor
There’s more to an audit than the auditor’s opinion letter and financial statements
Webinar
Accounting Education Institute
June 8, 2014
Accounting Day 2014
San Diego
Event Organizer and Chairman
May 19, 2014
The Simple Power within Excel
Nothing but seldom known tricks and useful tools using Excel
Webinar
Accounting Education Institute
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
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
ElderCare Resource Team
September 6, 2012
No Answer Answers
Answers to those Accounting and Tax Topics that plague us every day
IMA-Wild West Council
August 17, 2012
Accounting Day 2012
San Diego
Event Organizer and Chairman
May 7, 2012
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
Concepts and Tools to Stay Connected to Your Finances
For the visually impaired senior
ElderCare Resource Team and The Braille Institute San Diego Regional Center
September 29, 2011
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
Tax Strategies for Seniors / Red Flags for Senior Financial Abuse
First Annual Presentation
Tierrasanta Village of San Diego
May 3, 2011
Senior Financial Abuse
Case Study
ElderCare Resource Team
January 6, 2011
San Diego Fraud Mini-Conference
Accounting Education Institute
Event Organizer and Chairman
June 21, 2010
Accounting Day 2010
San Diego
Event Organizer and Chairman
May 10, 2010
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
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
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
ElderCare 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
Excel Solutions for Accountants
Accounting Day 2008
May 12, 2008
San Diego Finance Forum
Moderator
December 14, 2007
Let’s Really Use Financial Statements
THE Group
October 9, 2007
Real World Accounting Issues
No Answer Answers
Institute of Management Accountants (IMA)-
Wild West Council at San Diego
August 18, 2007
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
Taxation of the Business Entity
UCSD Extension
Author and Instructor
Summer Quarter 1999-
Spring Quarter 2007
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
ElderCare 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 Society 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 Commonsense 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 Commonsense 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
Accounting Day 2004
San Diego
Chairman and Master of Ceremonies
May 14, 2004
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
UCSD Extension – Instructor of the Year
June 26, 1996
Excel-Introduction
Excel-Advanced and Macros
UCSD Extension
Author and Instructor
Spring Quarter 1993-
Winter Quarter 1997