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Conference Agenda

Sunday, September 18, 2011

12:00 PM -
Registration Opens
1:30 PM - 5:30 PM
Sunday Training Sessions: Ramp up your CPE credits with one of our exclusive training sessions, geared towards delivering additional and necessary education you need as a CPA. Choose one of the following sessions based on your needs. REGISTER TODAY!
1:30 PM - 5:30 PM
TRAINING SESSION ONE: The Next Generation Accounting Firm™
M. Darren Root, CPA.CITP, Executive Editor, THE CPA TECHNOLOGY ADVISOR MAGAZINE; PRESIDENT, ROOT & ASSOCIATES LLC; CEO, ROOTWORKS LLC
1:30 PM - 5:30 PM
TRAINING SESSION THREE: Building and Leading the High-Performance Client Accounting Services Practice
Jennifer Katrulya, CPA, CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC
1:30 PM - 5:30 PM
TRAINING SESSION TWO: QuickBooks at Year End and Tax Time
Joe Woodard, President, CREATIVE FINANCIAL SOFTWARE
5:45 PM - 6:45 PM
Welcome Reception- Grand Opening of Exhibition Floor
Phil Romine, CTO, RIGHT NETWORKS
John Farrer, CIO, RIGHT NETWORKS
8:30 PM - 10:30 PM
Catch-the-Game Mixer

Monday, September 19, 2011

Click on any of the track details below to view a detailed explanation
QuickBooks/Software Integrated Solutions Security/Regulatory/Compliance/Fraud The Intelligent Office Client Accounting Services Best Practices
8:00 AM - 9:00 AM
Breakfast in the Exhibit Hall
9:00 AM - 9:05 AM
Conference Chair's Welcome
Phil Romine, CTO, RIGHT NETWORKS
John Farrer, CIO, RIGHT NETWORKS
9:05 AM - 10:00 AM
Keynote Presentation
Ben Stein, Economist, FORTUNE Columnist, Humorist
10:00 AM - 11:00 AM
It’s Your Move
M. Darren Root, CPA.CITP, Executive Editor, THE CPA TECHNOLOGY ADVISOR MAGAZINE; PRESIDENT, ROOT & ASSOCIATES LLC; CEO, ROOTWORKS LLC
11:00 AM - 11:30 AM
Morning Networking Break in Exhibit Hall
11:30 AM - 12:30 PM
QuickBooks and the Cloud: Projecting the Intuit World of Tomorrow
Joe Woodard, CEO, THE WOODARD CONSULTING GROUP
12:30 PM - 2:00 PM
Lunch - Exhibition Hall
2:00 PM - 3:00 PM
Strategic Marketing and Sales for the Client Accounting Services Practice
Jennifer Katrulya, CPA, CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC
2:00 PM - 3:00 PM
Top 10 QuickBooks Tips, Tricks and Custom Processes
Joe Woodard, CEO, THE WOODARD CONSULTING GROUP
3:00 PM - 6:00 PM
CONCURRENT TRACK SESSIONS - EXHIBIT HALL REMAINS OPEN
3:00 PM - 3:25 PM
Track: QuickBooks/Software View Track Eight Problems in QuickBooks Calculating Commissions
Gopi Mattel, Founder & CEO, CELLARSTONE
3:00 PM - 3:25 PM
Track: Integrated Solutions View Track The Future of Business is Kids Stuff
Chris Farrell, VP, Sales and Marketing, SPRING AHEAD
3:00 PM - 3:25 PM
Track: Security/Regulatory/Compliance/Fraud View Track The Insecurities of Email - Maintaining Privacy, Security and Compliance (Part 1)
3:00 PM - 3:25 PM
Track: The Intelligent Office View Track Choosing the Right Practice Management Software
Panelist: Mike Giardina, CEO, OFFICE TOOLS PROFESSIONAL
3:00 PM - 3:25 PM
Track: Client Accounting Services Best Practices View Track Town Hall Q&A
Jennifer Katrulya, CPA, CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC
3:30 PM - 3:55 PM
Track: QuickBooks/Software View Track B2B Gateway EDI - The Keys to Streamlining the Supply Chain and Increasing Sales
Kevin Hoyle, CEO, SHANNON SYSTEMS LLC (B2BGATEWAY.NET)
3:30 PM - 3:55 PM
Track: Integrated Solutions View Track Tying Together Web, Cloud Computing, Mobile Apps and Portals for a True Virtual Office
Samantha Mansfield, Senior Technical Sales Representative, THOMSON REUTERS
3:30 PM - 3:55 PM
Track: Security/Regulatory/Compliance/Fraud View Track The Insecurities of Email - Maintaining Privacy,Security and Compliance (Part 2)
Panelist: Eric Pulaski, Chief Executive Officer, SMARTVAULT CORPORATION
3:30 PM - 3:55 PM
Track: The Intelligent Office View Track Electronic Document Management Best Practices
Matt Peterson, President & CEO, EFILECABINET, INC
3:30 PM - 3:55 PM
Track: Client Accounting Services Best Practices View Track Maximizing QB Custom Reports: Tips and Tricks (Part One)
Joe Woodard, CEO, THE WOODARD CONSULTING GROUP
4:00 PM - 4:25 PM
Track: QuickBooks/Software View Track Eight Problems in QuickBooks Calculating Commissions
Gopi Mattel, Founder & CEO, CELLARSTONE
4:00 PM - 4:25PM
Track: QuickBooks/Software View Track Overcoming QuickBooks Reporting Limitations
Lee Walthall, President, XPANDEDREPORTS
4:00 PM - 4:25 PM
Track: Integrated Solutions View Track The Future of Business is Kids Stuff (2)
Panelist: Chris Farrell, Co-Founder, VIRTUAL SOFTWARE
4:00 PM - 4:25 PM
Track: Security/Regulatory/Compliance/Fraud View Track Security for Payment Processing From the Desktop or the Cloud
Stuart Neale, WELLSPRING
4:00 PM - 4:25 PM
Track: The Intelligent Office View Track Company Success Stories with Cloud-Based Applications like RightNetworks and Bill.com
Judie McCarthy, BILL.COM
4:00 PM - 4:25 PM
Track: Client Accounting Services Best Practices View Track Maximizing QB Custom Reports: Tips and Tricks (Part Two)
Joe Woodard, CEO, THE WOODARD CONSULTING GROUP
4:30 PM - 4:55 PM
Track: QuickBooks/Software View Track Finance Automation 101
Adam Neary, Founder & CEO, PROFITABLY
4:30 PM - 4:55 PM
Track: Integrated Solutions View Track Tying Together Web, Cloud Computing, Mobile Apps and Portals for a True Virtual Office (2)
Samantha Mansfield, Senior Technical Sales Representative, THOMSON REUTERS
4:30 PM - 4:55 PM
Track: Security/Regulatory/Compliance/Fraud View Track Merchant Accounts 101
Matthew Schwartz, Founder, President & CEO, NELIX TRANSAX
4:30 PM - 4:55 PM
Track: The Intelligent Office View Track Empowering the Virtual Team
Glen Keenan, CPA, President, XCM SOLUTIONS, LLC
4:30 PM - 4:55 PM
Track: Client Accounting Services Best Practices View Track Free Time
5:00 PM - 5:25 PM
Track: QuickBooks/Software View Track Delivering Business Intelligence (BI) to the SMB Market
Steve Peterson, Co-Founder, WEBKPI
5:00 PM - 5:25 PM
Track: Integrated Solutions View Track The Future of Business is Kids Stuff (3)
Panelist: Chris Farrell, Co-Founder, VIRTUAL SOFTWARE
5:00 PM - 5:25 PM
Track: Security/Regulatory/Compliance/Fraud View Track Differentiate XpandedReports From Your Other Consultants
Lee Walthall, President, XPANDEDREPORTS
5:00 PM - 5:25 PM
Track: The Intelligent Office View Track Choosing the Right Practice Management Software (2)
Panelist: Mike Giardina, CEO, OFFICE TOOLS PROFESSIONAL
5:00 PM - 5:25 PM
Track: Client Accounting Services Best Practices View Track The QuickBooks Consulting Opportunity (Part One)
Joe Woodard, CEO, THE WOODARD CONSULTING GROUP
5:30 PM - 5:55 PM
Track: QuickBooks/Software View Track How to Really Increase Your Revenue
Lee Walthall, President, XPANDEDREPORTS
5:30 PM - 5:55 PM
Track: Integrated Solutions View Track Integrated CRM to Grow Your Business
Naseem (Sam) Saab, President & Founder, DPS CONSULTING AND RESULTS SOFTWARE
5:30 PM - 5:55 PM
Track: Security/Regulatory/Compliance/Fraud View Track Seven Ways to Minimize the Risk of Fraud and Liability for Your Firm and Your Clients
Judie McCarthy, BILL.COM
5:30 PM - 5:55 PM
Track: The Intelligent Office View Track Electronic Document Management Best Practices
Matt Peterson, President & CEO, EFILECABINET, INC
5:30 PM - 5:55 PM
Track: Client Accounting Services Best Practices View Track The QuickBooks Consulting Opportunity (Part Two)
Joe Woodard, CEO, THE WOODARD CONSULTING GROUP
6:00 PM - 8:00 PM
Boston Harbor Cruise

Tuesday, September 20, 2011

Click on any of the track details below to view a detailed explanation
QuickBooks/Software Integrated Solutions Security/Regulatory/Compliance/Fraud The Intelligent Office Client Accounting Services Best Practices
7:00 AM - 8:00 AM
Breakfast in the Exhibit Hall
7:00 AM - 8:00 AM
Breakfast Briefing: Wholesale-Distribution – Helping Small Companies Compete in a $5-Trillion Industry
Erik Moeller, Sales Manager, ALTERITY
8:00 AM - 9:15 AM
Staffing and Compensation in the High-Performance CAS Practice
Jennifer Katrulya, CPA, CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC
9:15 AM - 9:45 AM
Networking Break
9:45 AM - 10:45 AM
CAS Experts Panel
Gregory LaFollette, CPA.CITP, Senior Manager of Tax and Technology Consulting, EIDE BAILLY, LLP; EXECUTIVE EDITOR, THETECHGAP.COM, LAFOLLETTE CONSULTING, LLC
10:45 AM - 1:10 PM
CONCURRENT TRACK SESSIONS
10:45 AM - 11:10 AM
Track: QuickBooks/Software View Track Eight Problems in QuickBooks Calculating Commissions (2)
Gopi Mattel, Founder & CEO, CELLARSTONE
10:45 AM - 11:10 AM
Track: Security/Regulatory/Compliance/Fraud View Track Government Contractors as Clients - A Great Business Opportunity for CPA Firms
Robert C. Smith, CPA, CEO, THE FEDERAL CONTRACTOR SERVICES NETWORK
10:45 AM - 11:10 AM
Track: The Intelligent Office View Track Empowering the Virtual Team (2)
Glen Keenan, CPA, President, XCM SOLUTIONS, LLC
10:45 AM - 11:10 AM
Track: Client Accounting Services Best Practices View Track Client Fulfillment: Delivering the Promise (Part One)
Jennifer Katrulya, CPA, CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC
11:15 AM - 11:40 AM
Track: QuickBooks/Software View Track B2B Gateway EDI - The Keys to Streamlining the Supply Chain and Increasing Sales (2)
Kevin Hoyle, CEO, SHANNON SYSTEMS LLC (B2BGATEWAY.NET)
11:15 AM - 11:40 AM
Track: Security/Regulatory/Compliance/Fraud View Track Government Contractors as Clients - A Great Business Opportunity for CPA Firms (2)
Robert C. Smith, CPA, CEO, THE FEDERAL CONTRACTOR SERVICES NETWORK
11:15 AM - 11:40 AM
Track: The Intelligent Office View Track Chosing the Right Practice Management Software (2)
Panelist: Mike Giardina, CEO, OFFICE TOOLS PROFESSIONAL
11:15 AM - 11:40 AM
Track: Client Accounting Services Best Practices View Track Client Fulfillment: Delivering the Promise (Part Two)
Jennifer Katrulya, CPA, CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC
11:45 AM - 12:10 PM
Track: QuickBooks/Software View Track Delivering Business Intelligence (BI) to the SMB Market (2)
Steve Peterson, Co-Founder, WEBKPI
11:45 AM - 12:10 PM
Track: Security/Regulatory/Compliance/Fraud View Track Security for Payment Processing From the Desktop or the Cloud
Stuart Neale, WELLSPRING
11:45 AM - 12:10 PM
Track: The Intelligent Office View Track Merchant Accounts 101 (2)
Matthew Schwartz, Founder, President & CEO, NELIX TRANSAX
11:45 AM - 12:10 PM
Track: Client Accounting Services Best Practices View Track Client Relationship Management (CRM): Roadmap for Success (Part One)
Bonnie J. Nagayama, CPA, President, MCWILLIAMS & ASSOCIATES INC
12:15 PM - 12:40 PM
Track: QuickBooks/Software View Track Finance Automation 101 (2)
Adam Neary, Founder & CEO, PROFITABLY
12:15 PM - 12:40 PM
Track: Security/Regulatory/Compliance/Fraud View Track Everywhere All The Time: The Impact of Mobile Devices on Data Security
Panelist: Eric Pulaski, Chief Executive Officer, SMARTVAULT CORPORATION
12:15 PM - 12:40 PM
Track: The Intelligent Office View Track Leveraging the Virtual Office Business Model
Naseem (Sam) Saab, President & Founder, DPS CONSULTING AND RESULTS SOFTWARE
12:15 PM - 12:40 PM
Track: Client Accounting Services Best Practices View Track Client Relationship Management (CRM): Roadmap for Success (Part Two)
Bonnie J. Nagayama, CPA, President, MCWILLIAMS & ASSOCIATES INC
12:40 PM -
Conference Concludes