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Room Schedule

Featured Speakers for 2008	Date

September 13, 2008 "The Dangers of ETFs and How to Avoid Them" Why market orders, stop-orders, market-on-close orders, etc. often do not have the desired effect when using many ETFs and how you can overcome those obstacles.
Ron Rowland Executive Editor Ron is the founder All Star Investor and serves as its Executive Editor. He is also Chief Investment Officer of Capital Cities Asset Management (www.ccam.com). Quoted by Forbes, Barron's, Kiplingers and the New York Times, Ron is the industry go-to guy for sector rotation insight. Having run a hedge fund, a mutual fund, and now managed accounts, Ron has experience in both money management and investment publications. Ron developed his own fund/equity momentum indicators while working as an engineer at IBM. His All Star Fidelity Single Sector Strategy average returns are 19.6% for 17 years! Hulbert Finanical Digest has rated Ron's Single Sector Strategy #1 for many years. It is the all-time leader among Fidelity Funds portfolios. Ron, former U.S. Investing Champion, earned his bachelor's in Computer and Electrical Engineering at the University of Cincinnati with additional studies at the University of Texas. Ron has been publishing All Star Investor for the past 17 years. If you're looking for solid returns in a hype-filled industry, check out Ron's premium investment advisory service. Sign up for Ron's free news letter. http://www.allstarinvestor.com/public/210.cfm
October 11, 2008 "The ABCs of AMT" by Greta P. Hicks, CPA. The why's and how's that trigger us having to pay Alternative Minimum Tax to help us avoid a surprise AMT attack and plan to reduce the triggering of AMT.
Curriculum Vitae Greta P Hicks, CPA, is a former IRS training manager and tax manager for Ernst & Young. Ms Hicks has taught for the University Of Houston School of Optometry, Texas A&M Agricultural Extension Service, the Texas Society of CPAs, California CPA Foundation, plus dozens of other professional, trade and educational organizations. Ms Hicks currently serves on the Editorial Board of the Texas Society of CPAs and is Tax Editor of Today’s CPA. Also, she is active on the TSCPA IRS Relations Committee and former coordinator of Houston’s IRS/Practitioner Study Group. Greta is the author of www.CCH.com, Tax Research Service, Practice Section, “IRS Examination and Appeals Procedures;” “Guidelines for Record and File Retention” AICPA’s 2007 Edition for MAP Selected Readings; and “More Than Money” reprinted by the Utah CPA Society. In April 2007 Greta’s paper, ”Due Diligence Defense,” has been selected to be presented to the Midwest Accounting Association
Investors Business Daily Approach Introduction	November 8
John Goedel	December 13

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Last Updated on 8/20/2008