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Travel/Venue Information

Track: Technology

Wednesday, November 17, 2010

9:25 AM - 10:15 AM
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

  • What’s the hottest new technology on the market
  • What you need to be more profitable and what you can live without
  • Technology ease without the headaches

2:00 PM - 2:50 PM
What Are Portals and Why You Need Them (1 CPE)
David Bergstein, CPA. CITP, Director of Strategic Relationships, CCH, A WOLTERS KLUWER BUSINESS

  • Best Practices for dealing with secure data file storage transmission and exchange
  • No need to be an IT expert to be able to use a portal over the riskier method of attaching files in email
  • Additional revenue streams with portals

2:55 PM - 3:45 PM
Technology Trends for 2010 and Beyond (1 CPE)
David M. Cieslak, Principal, ARXIS TECHNOLOGY, INC.

  • Techology investments in tight economic times
  • Avoid buying yesterday's technology with little to no hope for return on your investment
  • Ensuring your organization is properly poised to fully leverage the latest technologies in the years ahead…

4:45 PM - 5:35 PM
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

  • Analyzing technology’s unique capabilities and uncovering ways to make the most of it
  • Powerful remote web servers and the ability to work from anywhere at any time.
  • Thinking beyond current ways to manage your practice and serve clients to create a highly rewarding cloud computing strategy

Thursday, November 18, 2010

9:10 AM - 10:00 AM
Ethical and Profitable Accounting in a Wireless World (1 CPE)
Michael P. Downey, Attorney at Law, Partner, HINSHAW & CULBERTSON LLP

  • Risks that technology creates
  • 12 practical suggestions for maximizing new engagement profits without the added risk
  • Weeding out dishonest clients for ethical and profitable client intake

11:00 AM - 11:50 AM
Creating the Tech-Savvy Firm to Attact New Clients (1 CPE)
Mike Herlihy, Senior Director of Product Management, THOMSON REUTERS

  • Technology as a powerful marketing tool for retaining clients and attracting new ones
  • Technology that also attracts and retains top employees
  • Boosting your business and increasing revenue through technology…

11:55 AM - 12:45 PM
Setting Price at a Professional Firm (1 CPE)
Michelle Golden, CPF, President, GOLDEN PRACTICES, INC.

  • Why you should set three prices not just one
  • How to develop pricing as a competency in your firm
  • How to scope complex jobs and use change orders

1:50 PM - 2:40 PM
Workflow: Why Now? (1CPE)
Moderator: Glen Keenan, President, XCM SOLUTIONS
Joseph P. Manzelli Jr. , CPA.CITP, Director of Operations, FUOCO GROUP

•Why workflow matters to your firm and where it stands relative to other paperless initiatives •Case Study: mplementing workflow technology – the opportunity cost •Review both competing and complimentary approaches to workflow