4728 Constitution Avenue
Baton Rouge, LA 70808
Who Should Attend:
Certified Public Accountants, Corporate and executive level managers, and other professionals
Registration fee is $100 payable by check only and should be made out to the Department of Accounting with International Business Forum in the memo line. Checks may be delivered to 2800 Business Education Complex or mailed to the following address:
Department of Accounting,
Louisiana State University,
2800 Business Education Complex,
Baton Rouge, LA 70803.
6 CPE hours
Wednesday, November 07, 2012
8:00 a.m. - 8:30 a.m.
8:30 a.m. - 8:35 a.m.
|Dean Richard White|
8:35 a.m. - 9:15 a.m.
The International Implications of the Energy Market for Louisiana
9:15 a.m. - 10:30 a.m.
|Louisiana's International Economy, Moderated by Stephen Barnes|
Panelists: Dek Terrell, Loren Scott, Larry Collins
|10:30 a.m. - 10:45 a.m.||Break|
10:45 a.m. - 12:00 p.m.
|Accelerating International Growth via Soft Landings, Moderated by Ye-Sho Chen|
Panelists: Charles D'Agostino, Alan J DeCorte, John Lee
|12:00 p.m. - 12:45 p.m.||Lunch|
12:45 p.m. - 1:30 p.m.
|Daniel Liao, DBA|
Taiwan-Louisiana Business Relations
|1:30 p.m. - 1:45 p.m.||Break|
1:45 p.m. - 3:00 p.m.
|International Accounting and Auditing Issues, Moderated by Laura DeLaune|
Panelists: Troy Falterman, Ismael Berumen, Jeffrey Dodson, Randy Plath, Jeffrey Dodson
|Closing Remarks / Wrap Up/ CPE Certification Pick Up|
3:00 p.m. - 3:15 p.m.
Loren Scott, PhD
Dr. Scott is the President of Loren C. Scott & Associates, Inc., a 31-year old economic consulting firm whose clients include such large national firms as BellSouth, Capital One Financial, Entergy, ExxonMobil, J.P. Morgan Chase, Nucor, Sasol, and a diversity of others. He is one of the 32-member National Business Economic Issues Council, which meets quarterly to discuss issues of state, national, and international interest. This group has experts who cover international trade, Washington economic policy, retail trade, trucking, steel, chemicals, etc. Dr. Scott is an energy specialist on the NBEIC. He has been appointed to the Economic Advisory Board of the U.S. Council on Competitiveness---a group made up of the CEOs of the Fortune 100, top university presidents and presidents of three major unions. He has been interviewed on CNBC, MSNBC, and Bloomberg TV, in addition to several local TV stations, and his work has been cited in such publications as the Wall Street Journal, the Los Angles Times, the New York Times, USA Today, and the Financial Times, to name a few. His career started at Louisiana State University in 1969 where he spent the next 33 years, rising through the ranks from assistant professor to the prestigious Freeport McMoran Endowed Chair of Economics and the Director of the Division of Economic Development and Forecasting. Over the thirteen-year period from 1983-96, he was the chairman of the Economics Department at LSU. During that time, the Department’s ranking among the 3,000 economics departments in the U.S. rose from 101st to 38th. He is presently Professor Emeritus at LSU. He received 7 awards at LSU for outstanding classroom teaching. He gives 50-70 speeches a year on the state of the economy.
Daniel Liao, DBA
- BA, Dept. of Foreign Language and Literature , National Cheng Kung University, Taiwan
- DBA , Pacific State University
- Director General, Taipei Economic and Cultural Office in Seattle (Oct. 2008~Jan. 2012)
- Ambassador, Embassy of the Republic of China (Taiwan) to Tuvalu (2006~2008)
- Deputy Director General, Department of International Organizations, MOFA (2004~2006)
- Counselor and Chargé D’Affairs, Embassy of the Republic of China to the Commonwealth of Dominica (2001~2002)
- Counselor Secretary, Embassy of the Republic of China(Taiwan) to Belize (1999~2001)
- First Commercial Secretary, Ministry of Economic Affairs, (1992~1996)
- Section Chief, Department of African Affairs, MOFA (1990)
- Third and Second Secretary, Taipei Economic & Cultural Office in Los Angeles (1985~1990)
- Desk Officer, Department of North American Affairs, Ministry of Foreign Affairs, Republic of China (Taiwan) (1981~1985)
Stephen Barnes, PhD
Stephen Barnes is the Associate Director of the LSU Division of Economic Development and an Assistant Professor-Research in the LSU Department of Economics. Dr. Barnes earned his Ph.D. from the University of Texas at Austin in 2008 and worked at a private consulting firm in Connecticut and Dallas prior to joining the faculty at LSU in 2009. Dr. Barnes has publications on the impact of the labor force on health insurance coverage. In addition, Dr. Barnes has published numerous reports on labor market conditions, employment projections, and health insurance through the LSU Division of Economic Development.
Dek Terrell is Director of the LSU Division of Economic Development, and is the Freeport McMoRan Professor of Economics at Louisiana State University. He joined LSU in 1996 after receiving his Ph.D. at Duke University and spending five years at Kansas State University. Dr. Terrell has completed over 100 funded research studies at LSU, many of these projects focusing on the Louisiana economy. He has published extensively in both academic and practitioner publications and has served as a co-editor or associate editor of the Southern Economic Journal, Journal of Labor Research, and three volumes of Advances in Econometrics.
Director of Business Development
Lawrence B. "Larry" Collins, a native of Baton Rouge, graduated from Louisiana State University with a degree in International Trade and Finance in 1983. Just this past October 1st, he joined the Baton Rouge Area Chamber as the Director of Economic Development for the eight parish region surrounding Baton Rouge. In May of 1989, he began working with the Louisiana Office of International Trade, Finance and Development, a Division of the Louisiana Department of Economic Development. In 1991, he was appointed Director of the Trade Division, in 2003, he was named Director of the Department’s International Services Office. During his time with the department, he has managed projects in over 30 countries. Under his direction, Louisiana established its trade promotion offices in Mexico, Taipei, Hong Kong and London. He has also served on advisory panels to the Louisiana Board of Regents, Louisiana State University, Southeastern and Loyola in areas regarding international commerce. He also sits on the International Business Committee of the New Orleans World Trade Center and was appointed to the U.S. District Export Council. In 1997, Mr. Collins was elected Chair of the National Association of State Development Agency’s International Division.
Before joining the Department, Mr. Collins spent seven years with a major retailer serving as a buyer and in management positions. Upon graduating from Louisiana State University in 1985, he founded his own businesses in Louisiana.
Ye-Sho Chen, PhD
Dr. Ye-Sho Chen received his Ph.D. degree in Operations Research from Purdue University in 1985. He is a Professor of Management Information Systems in the Department of Information Systems and Decision Sciences, E. J. Ourso College of Business, Louisiana State University. He is the Director of Emerging Markets Initiative in the College. He also holds the Majory B. Ourso Excellence in Teaching Professorship and the Robert J. Peltier Professorship in MBA Studies in the College. He received The Tiger Athletic Foundation Tenured Faculty Teaching Award in 2011, Tenured Faculty Teaching Award in 2007, and The Erich Sternberg Foundation Excellence in Teaching Award in 1992. Dr. Chen has published more than 100 papers in journals and conference proceedings. He has worked as a PI or Co-PI in various grants with funding total more than $695,000.
Dr. Chen’s major interest of teaching, research, and consulting is to help companies to grow globally through the Soft Landings Curriculum of global entrepreneurship. Soft landings, originated by the National Business Incubation Association, is a process to help a company from one country land softly – without crashing – into the market of another country. The Soft Landings Curriculum serves as a platform of cultivating talented people for the soft landings companies by linking university or college students at various levels (undergraduate, graduate, and executive education) with business communities (including incubators and innovation parks) engaged in the soft landings program. The Soft Landings Curriculum enables the soft landings company to reduce risks and costs, find business opportunities, and identify talented people for its new business venture. Moreover, the participating students are able to (1) network with key decision makers at both the soft landings company and the supply chain companies; (2) engage in developing revenue generation models for the soft landings company; (3) earn income or internships; (4) become the employees or partners of the soft landings company; and (5) create their businesses by leveraging the networked resources developed in the course of participation. The Soft Landings Curriculum program achieves a win-win situation for everyone involved.
Founder and Executive
Charles D’Agostino, the founder and Executive Director of the Louisiana Business & Technology Center at Louisiana State University (1988), has been actively involved in entrepreneurship, economic development and small business issues for the last 23 years. He served on the Board of Directors of the Association of University Research Parks (1999-2005) and was re-elected to the board as 1st Vice President for the term 2011-2014. He also served on the board of the National Business Incubation Association (1991-1998). D’Agostino founded (1990) and served as chairman of the Louisiana Business Incubation Association. D’Agostino was given the Lifetime Achievement Award by the National Business Incubation Association in 2011. He was 2012 recipient of the Governor’s Leader in Technology Award.
Under the umbrella of the Louisiana Business and Technology Center (LBTC), D’Agostino directs the Small Business Incubator, the LSU Small Business Development Center (SBDC), LSU Rural Entrepreneurship & disaster business counseling programs and the Louisiana Technology Transfer Office (LTTO). The LTTO has offices located at LSU and the NASA’s Stennis Space Center. The LBTC is a 35,000 square foot high-tech business incubator at the LSU Innovation Park of Louisiana State University, a recently acquired research and technology park. D’Agostino has been charged with developing and managing this 200+ acre research park. As a Fulbright Specialist, D’Agostino was assigned to the Universita degli Studi dell’Aquila in Italy to assist in the development of an incubator and business disaster recovery after the 2009 Earthquake that destroyed the town and university.
Under D’Agostino’s direction, the Louisiana Business & Technology Center was selected as the 2005 National Business Incubator of the Year and the 2009 Most Innovative Incubator Program. In addition, the LBTC won the 2009 US Department of Commerce – Economic Development Administration – Excellence in Economic Development Award.
D’Agostino received his bachelor degree from Louisiana State University in 1970 (A&S– Chemistry) and a Masters in Business Administration (MBA) in 1972.
The following is a partial listing of D’Agostino’s awards and accomplishments:
- Small Business Administration – Advocate of the Year in Louisiana (1992)
- Phi Delta Kappa Excellence in Research Award (1989)
- Commissioner of the Greater Baton Rouge Port Commission (1996-2005). Served under Governors Roemer, Foster and Blanco.
- Board of the Greater Baton Rouge Chamber of Commerce (1986-7, 1992-3, & 2002-2003, 2006-2009)
- Authored a book on Business Incubator Development – “Guide to Developing A Business Incubator in Your Community” 2001
Alan J DeCorte
US Partner and Co-Founder
Alan J DeCorte is the US Partner and Co-Founder of Health Nest Incubator, a US-China, mentorship-driven incubator and accelerator focusing on investing in and supporting seed stage mobile health and digital health startups. Alan is a career medical practice management professional specializing in healthcare marketing, development and operations. Prior to launching Health Nest Incubator, Alan spent three years serving as Vice President, Marketing for United Family Healthcare, an international standard healthcare services provider with hospitals and clinics in Beijing, Shanghai, Guangzhou and Tianjin in the Peoples Republic of China. Alan received his MBA from A.B. Freeman School of Business, Tulane University, and his BS in Medical Technology from Loyola University, New Orleans. During his assignment in China Alan served as an Adjunct Professor of Management at the China Agricultural University in Beijing.
John Lee has more than 20 years of experience in counseling and directing corporate mergers, acquisitions, restructurings, leveraged buyouts, raising capital, valuation, and investing. He is the founder of JPL, financial strategic consulting firm. His firm is responsible for directing projects and providing financial advice to multinational companies, developing strategic partnerships, developing market expansions, and business strategy, in both China and the US. He sits on the board of many companies, and he is the personal adviser to the Chairman of a 3 billion company.
Mr. Lee is an international finance and banking specialist, prior to starting JPL, He worked at UBS. At UBS he was the president of their international high net worth division. Before working at UBS he was the senior vice president of Morgan Stanly. While at Morgan Stanley he was nationally recognized and was awarded the “Directors Award” three years consecutively. He is also nationally recognized as “Who’s Who” in finance.
JPL is comprised of lawyers, accountants, and finance professionals. Collectively JPL has over 100 years of international business experience. He has a profound and unique understanding of China and America because he was raised in American and he first entered China over 21 years ago. Consequently he is sought after to give speeches to the government and financial community.
Laura DeLaune, PhD
Assistant Department Chair
Laura DeLaune is the Assistant Department Chair of the Department of Accounting at LSU. She came to LSU in 1996 and teaches financial accounting and auditing courses. She earned her bachelor’s degree in accounting from The University of Alabama, her master’s degree in accounting from LSU, and her doctorate in human resource education from LSU. Her research interests are assessment, accounting education, and financial literacy. She is a licensed CPA in the state of Louisiana. Laura is a member of the advisory board for the Baton Rouge Chapter of the Louisiana Society of CPA’s (LCPA) and a member of the LCPA’s Accounting Education Issues Committee. Prior to joining LSU, she was an auditor for PricewaterhouseCoopers in Atlanta, GA.
Client Service Audit Partner
Troy Falterman is one of our Firm’s most experienced partners in dealing with the complex issues of our energy clients.
Troy’s over sixteen years of public accounting experience includes serving a number of our largest, most complex oilfield service clients including serving as the lead audit partner for the on clients such as Smith International, Inc., Petroleum Helicopters, Newpark Resources, Lufkin Industries, as well as Global Industries, Ltd. amongst others.
With each of these clients having significant, multinational operations, a partner experienced with planning and coordinating an audit that includes multiple international offices of Deloitte is essential. Through his professional relationships and personal interactions and visits with his colleagues in these international offices, Troy has been very successful in leading cohesive and coordinated teams of professionals for each of these audits.
Troy has also served other facets of the energy industry including upstream and downstream clients as well as serving a major Fortune 500 utility client. These experiences have enabled Troy to gain a unique perspective and understanding of the complete life cycle of the energy industry and he believes that it is essential that he utilize such experiences to consistently add value to his clients.
Ismael is an audit partner in KPMG’s New Orleans’ audit since August 2011. Ismael relocated to the New Orleans area upon his return from a rotation in Mexico City where he was from November 2008 through July 2011. Prior to his assignment in Mexico City he was in KPMG’s Houston office.
Ismael has nearly 18 years of public accounting experience during which he has served numerous public and private clients of varying size in the Houston and Mexico City offices. Prior to joining KPMG, Ismael worked at Arthur Andersen (Houston and Mexico City) and Ernst & Young’s (Houston).
Ismael has experience in providing audit services to energy industry participants and other industries including manufacturing and distribution, telecommunications, waste management, and retail.
While in Mexico, Ismael’s principal responsibilities were to assist the local team in the audit of Petroleos Mexicanos (PEMEX). He also served as the in-depth review or quality review partner for a number of foreign companies with subsidiaries in Mexico (i.e. Samsonite, Waldos, Maxcom, Komatsu and Sumitomo).
Ismael’s experience with IFRS has been obtained while working with the following companies: PDVSA, PEMEX, BHP Billiton, Total and Sasol.
Ismael is a member of KPMG’s FDR program.
In addition to his client service roles, Ismael has served as a member of the University of Texas recruiting team in Houston and fundraising activities for the Houston Chapter of the Texas Society of Certified Public Accountants.
In 2003, Ismael started his career with KPMG’s Houston office to primarily serve energy clients, the Penn Virginia entities, TOTAL, Sasol and BHP Billiton. With the exception of the Penn Virginia entities, the other entities are subsidiaries of the foreign-based energy conglomerates. Ismael and his family relocated to Mexico City in the fall of 2008. His assignment ended July 2011.
Ismael was admitted to the Firm’s partnership in 2008.
From 2002 to 2003, Ismael worked at Ernst & Young’s Houston office serving both BP’s exploration and production segments in Alaska and the Lower 48 and Oil States International.
From 1994 to 2002, Ismael worked in the Houston and Mexico City offices of Arthur Andersen serving primarily energy industry clients.
General Manager of Internal Audit
Mr. Plath is General Manager of Internal Audit for Marathon Oil Corporation. He was appointed to his current position on January 1, 2010. In this position, Mr. Plath oversees audit activities for Marathon Oil Corporation worldwide. He previously served as Accounting Manager for the Garyville Major Expansion project from 2007 until November 2009.
Mr. Plath joined Marathon in 1982 as an Accountant in Findlay, Ohio and subsequently held a number of Accounting and Marketing positions of increasing responsibility in the Houston, Texas; Findlay, Ohio; and Atlanta, Georgia offices in addition to the Garyville, Louisiana; and Texas City, Texas refineries.
Mr. Plath is a graduate of Eastern Illinois University in Charleston, Illinois where he earned a bachelor’s degree in Accounting. Randy is a member of the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners and the Institute of Internal Auditors.
Partner, International Tax
Jeff has more than 18 years of tax experience in both Big Four Merger & Acquisition (M&A) and corporate tax departments. He most recently served as the Director of Tax Planning and International at a Fortune 300 chemical company with significant foreign operations in North America, Europe, and Asia.
Jeff has significant experience in corporate taxation, particularly domestic and international tax planning for mergers, acquisitions, dispositions and other major corporate transactions. He has worked with large international private equity investors and multi-national corporations. He has successfully led deal teams consisting of CFOs, business leaders, legal advisors, and accounting and treasury personnel. Jeff’s experience also includes performing due diligence to determine potential federal, state and foreign income and non-income tax liabilities and reviewing merger/purchase agreements and related documents. Jeff has also prepared tax models related to the allocation and placement of acquisition indebtedness and effective tax rate forecasting in connection with structuring such transactions.
In addition to M&A, Jeff has experience with US international income tax law and compliance, including the computation of Subpart F income, overall foreign loss (OFL) and foreign tax credit (FTC) modeling and planning. He also has experience with local corporate income/reorganization tax law in major foreign countries in North America, Europe and Asia. Jeff has led business, tax and treasury initiatives in these jurisdictions.