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Wynn Las Vegas

Conference Agenda

Wednesday, November 17, 2010

Click on any of the track details below to view a detailed explanation
Financial Planning Technology Tax Practice Management Merger & Acquisition
7:00 AM - 7:30 AM
Registration Opens
7:15 AM - 8:15 AM
Continental Breakfast in Exhibit Hall
8:20 AM - 8:30 AM
Welcome Remarks
8:30 AM - 9:20 AM
Keynote Presentation: The CPA Firm Today – How to Succeed in the “New Normal” (1 CPE)
Tom Hood, CPA. CITP, CEO & Executive Director, MARYLAND ASSOCIATION OF CPA'S, BUSINESS LEARNING INSTITUTE
9:25 AM - 10:15 AM
Track: Technology View Track Panel Discussion: You Don’t have to Become Inspector Gadget to Take Advantage of New Tools (1 CPE)
Moderator: James C. Bourke, CPA.CITP.CFF, Member of the Board of Directors, Member of the Management Committee, and Director of Firm Technology, WITHUMSMITH+BROWN
Panelist: Eric Pulaski, Chief Executive Officer, SMARTVAULT CORPORATION
Panelist: Chris Farrell, Co-Founder, VIRTUAL SOFTWARE
Joe Woodard, President, THE WOODARD CONSULTING GROUP
9:25 AM - 10:15 AM
Track: Practice Management View Track Are You Selling Services or Passion? (1 CPE)
Edi Osborne, CSPM, CPBA, CPVA, Trimetrix, CEO, Mentor, MENTOR PLUS
9:25 AM - 10:15 AM
Track: Tax View Track Managing the Tax Season Beast (1 CPE)
E. Martin Davidoff, CPA, ESQ.,, President, E. MARTIN DAVIDOFF & ASSOCIATES
9:25 AM - 10:15 AM
Track: Financial Planning View Track How Financial Planning Services Can Differentiate You and Your Practice and Boost Client Retention (1 CPE)
Louie Rosalez, CEPP, Chief Marketing Officer / Chief Insurance Officer, HONKAMP KRUEGER FINANCIAL SERVICES, INC.
10:15 AM - 11:15 AM
Morning Refreshment Break
11:15 AM - 12:05 PM
Track: Tax View Track Leaving No Stone Unturned: Adding Value to Your Tax Practice by Assisting Clients with Tax Incentives They Should be Taking Advantage of But May Not Be (1 CPE)
Reed Showalter, Managing Director, ALLIANTGROUP
11:15 AM - 12:05 PM
Track: Financial Planning View Track Financial Services in CPA Firm, Curses & Blessings (1 CPE)
Igor A. Zey, President & CEO, ZEY INSURANCE GROUP
11:15 AM - 12:05 PM
Track: Practice Management View Track Networking in the Community & On the Web (1 CPE)
Sandra L. Wiley, COO and Senior Consultant, BOOMER CONSULTING, INC.
11:15 AM - 12:05 PM
Track: Merger & Acquisition View Track Panel Discussion: Putting Q&A Before M&A (1 CPE)
Steven R. Berger, J.D., Shareholder, VEDDER PRICE P.C.
Panelist: John Ezell, CPA, CEPA, Founding Principal & President, PROHORIZONS
Panelist: Max Krotman, JD, Managing Partner & General Counsel, GLOBALFORCE INTERNATIONAL, INC.
12:15 PM - 1:45 PM
Luncheon and Presentation of the Best Accounting Firms to Work For Awards
1:15 PM - 2:00 PM
Dessert in the Exhibit Hall
2:00 PM - 2:50 PM
Track: Financial Planning View Track Adding Financial Services to Your Practice: The Agony and the Ecstasy….Real World Experiences (1 CPE)
Joseph Sedita, Managing Member, SEDITA KILTON & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, P.L.
2:00 PM - 2:50 PM
Track: Practice Management View Track The Intersection of Business Development & Social Media (1 CPE)
Michelle Golden, CPF, President, GOLDEN PRACTICES, INC.
2:00 PM - 2:50 PM
Track: Technology View Track What Are Portals and Why You Need Them (1 CPE)
David Bergstein, CPA. CITP, Director of Strategic Relationships, CCH, A WOLTERS KLUWER BUSINESS
2:00 PM - 2:50 PM
Track: Tax View Track Doing the Right Thing In the Right Way for the Right Reason (1 CPE)
Bill Parrish, Accountant and Tax Professional, PRIVATE PRACTICE GROUP, LLC
2:55 PM - 3:45 PM
Track: Financial Planning View Track Avoiding Common Pitfalls- What NOT to do (1 CPE)
John P. Napolitano, CFP ®, CPA, PFS, MST, RLP®, Chairman and CEO, U.S. WEALTH MANAGEMENT, LLC
2:55 PM - 3:45 PM
Track: Technology View Track Technology Trends for 2010 and Beyond (1 CPE)
David M. Cieslak, Principal, ARXIS TECHNOLOGY, INC.
2:55 PM - 3:45 PM
Track: Tax View Track Tax Incentives for Green Building Construction (1 CPE)
Gian P. Pazzia, CCSP, Shareholder, KBKG, INC.
2:55 PM - 3:45 PM
Track: Practice Management View Track 12 Ways to Provide Better Service to Clients, Make More Money and Have More Fun (1 CPE)
Instructor: Edward Mendlowitz, CPA, ABV, CFF, PFS, Partner, WITHUMSMITH+BROWN
3:45 PM - 4:45 PM
Afternoon Refreshment Break in Exhibit Hall
4:45 PM - 5:35 PM
Track: Practice Management View Track You Have Your Dad’s Firm, Now What? (1 CPE)
Jody Padar, CPA, MST, CEO and Principal, NEW VISION CPA GROUP
Jason Blumer, CPA, Managing Shareholder, BLUMER & ASSOCIATES
4:45 PM - 5:35 PM
Track: Tax View Track S-Corporation$ (1 CPE)
Panelist: Allen Calhoun, J.D., LL.M., Managing Editor, Business Entities & Tax Accounting,, BNA TAX & ACCOUNTING
4:45 PM - 5:35 PM
Track: Technology View Track Why Cloud Computing Won’t Do You Any Good (Unless You Change Your Thinking) (1 CPE)
Bob Torella MBA, Director of Client Relationships and Communications, ACCOUNTANTSWORLD
4:45 PM - 5:35 PM
Track: Financial Planning View Track Best Practices Using a Third Party Model (1 CPE)
Michael H. Parness, CIMA, Managing Director, Professionals Alliance Group, National Director, OPPENHEIMER & CO
5:30 PM - 7:00 PM
Cocktail Reception

Thursday, November 18, 2010

Click on any of the track details below to view a detailed explanation
Financial Planning Technology Tax Practice Management Merger & Acquisition
7:30 AM - 8:10 AM
Continental Breakfast in Exhibit Hall
8:10 AM - 8:15 AM
Welcome Remarks
8:15 AM - 9:05 AM
Keynote Presentation: The Five “P”s to Manage Your Practice into 2011 and Beyond (1 CPE)
Mark J. Koziel, CPA, Director of Specialized Communities and PCPS/Firm Practice Management, AICPA
9:10 AM - 10:00 AM
Track: Financial Planning View Track CPA’s That Left the Financial Advice Business But Want Back In and Why (1 CPE)
Panelist: Tony Batman, CPA, CFA®, CFP®, Chairman & CEO, 1ST GLOBAL
9:10 AM - 10:00 AM
Track: Tax View Track Crossing Borders in Your Practice of Accounting & the International Client (1 CPE)
Ivan J. Sotomayor CPA, Managing Partner, SOTOMAYOR & ASSOCIATES, LLP
9:10 AM - 10:00 AM
Track: Technology View Track Ethical and Profitable Accounting in a Wireless World (1 CPE)
Michael P. Downey, Attorney at Law, Partner, HINSHAW & CULBERTSON LLP
9:10 AM - 10:00 AM
Track: Practice Management View Track The Client Vulnerability Matrix - Where Do Your Clients Fall? (1 CPE)
Lee. H. Eisenstaedt, Founder & Managing Director, L. HARRIS & ASSOCIATES, LLC
10:00 AM - 11:00 AM
Morning Refreshment Break
11:00 AM - 11:50 AM
Track: Financial Planning View Track Be a True Wealth Manager, Not Just an Investment Consultant (1 CPE)
Mont Levy, JD, CEO, BAM ADVISOR SERVICES
11:00 AM - 11:50 AM
Track: Technology View Track Creating the Tech-Savvy Firm to Attact New Clients (1 CPE)
Mike Herlihy, Senior Director of Product Management, THOMSON REUTERS
11:00 AM - 11:50 AM
Track: Tax View Track Potential Revenue Streams in Sales Tax (1 CPE)
Silvia Aguirre, Co-Founder and Principal, TAX TECHNOLOGY SERVICES, LLC
11:00 AM - 11:50 AM
Track: Practice Management View Track Grow Your Practice with Payroll Services (1 CPE)
Rick Whittaker, CPA, QuickBooks® Pro Advisor, INTUIT
11:55 AM - 12:45 PM
Track: Tax View Track Panel Discussion: The Future of Tax (1 CPE)
Panelist: Joel Ackerman CPA MST, Director, FUOCO GROUP
Panelist: E. Martin Davidoff, CPA, ESQ., President, E. MARTIN DAVIDOFF & ASSOCIATES
Panelist: Ed Jennings, President and CEO, COPANION
11:55 AM - 12:45 PM
Track: Technology View Track Setting Price at a Professional Firm (1 CPE)
Michelle Golden, CPF, President, GOLDEN PRACTICES, INC.
11:55 AM - 12:45 PM
Track: Practice Management View Track Bear Hugging Your Clients (1 CPE)
Angie Grissom, Executive Vice President, Chief Operating Officer, FIVE STAR 3, THE RAINMAKER ACADEMY AND CONSULTING GROUP
11:55 AM - 12:45 AM
Track: Merger & Acquisition View Track How to Value Accounting Firms in today’s economy? (1 CPE)
Joel Sinkin, President, ACCOUNTING TRANSITION ADVISORS, LLC
12:45 PM - 1:45 PM
Lunch in Exhibit Hall
1:50 PM - 2:40 PM
Track: Merger & Acquisition View Track Succession Planning (1 CPE)
Richard Engebretson, Vice President, WEALTHSTAR ALLIANCESM
1:50 PM - 2:40 PM
Track: Practice Management View Track Managing Difficult Conversations Successfully (1 CPE)
Michelle Baca, Consultant, CONVERGENCECOACHING, LLC
1:50 PM - 2:40 PM
Track: Financial Planning View Track Regulatory Reform- What it Means to Your Practice (1 CPE + 1 Credit hour CFP CE APPROVED )
Michael Pagano, JD, CRCP, Executive Vice President, Chief Compliance Officer, 1ST GLOBAL
1:50 PM - 2:40 PM
Track: Technology View Track Workflow: Why Now? (1CPE)
Moderator: Glen Keenan, President, XCM SOLUTIONS
Joseph P. Manzelli Jr. , CPA.CITP, Director of Operations, FUOCO GROUP
2:40 PM - 3:30 PM
Generating Revenue by Delighting Your Clients (1 CPE)
Brian Andrews, Vice President, Customer Experience & Business Excellence for Accounting Professionals Division (APD), INTUIT
Steve Blundell CPA, CITP, Senior Manager Vendor Partner Relations & Customer Advocate for Accounting Professional Division (APD), INTUIT
3:30 PM -
Closing Remarks