Conference Agenda

Tuesday, October 25, 2011

1:00 PM - 4:00 PM
Pre-Conference Workshop A: 2020 Group USA's Mid-Year Strategic Planning for 2012
Chris Frederiksen, Chairman & CEO, 2020 GROUP USA
Damien Greathead, Operations Director, 2020 GROUP USA
1:00 PM - 4:00 PM
Pre-Conference Workshop B: The Rainmaker Academy Workshop
Angie Grissom, Executive Vice President, Chief Operating Officer, FIVE STAR 3, THE RAINMAKER ACADEMY AND CONSULTING GROUP
Troy Waugh, CEO, FIVE STAR 3, THE RAINMAKER ACADEMY AND CONSULTING GROUP
4:30 PM - 4:45 PM
Welcome Address
Bill Carlino, Editor-in-Chief, ACCOUNTING TODAY
4:45 PM - 5:45 PM
Opening Keynote: Keeping the "House Advantage" for Your Own Practice
Jeffrey Ma, The Real Life Inspiration for the Film 21 and Co-Founder, CITIZEN SPORTS
5:45 PM - 7:00 PM
Opening Reception in Exhibit Hall

Wednesday, October 26, 2011

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Financial Planning Tax Technology Practice Management Mergers & Acquisitions
7:30 AM - 8:30 AM
Continental Breakfast in Exhibit Hall
8:30 AM - 8:35 AM
Welcome Remarks
Bill Carlino, Editor-in-Chief, ACCOUNTING TODAY
8:35 AM - 9:25 AM
Morning Keynote: What Will You Do When You Get Home?
Bob Bunting, CEO, MOSS-ADAMS
9:30 AM - 10:20 AM
Track: Financial Planning View Track Seven Steps to Being a Successful CPA-Based Registered Investment Advisor
Mont Levy, JD, CEO, BAM ADVISOR SERVICES
9:30 AM - 10:20 AM
Track: Technology View Track Next Generation Accounting Integration
William Euler, Jr., CPA, President, PROFESSIONAL ACCOUNTING SOLUTIONS
9:30 AM - 10:20 AM
Track: Practice Management View Track Three Steps to Starting Your Social Media Presence
Michelle Golden, CPF, President, GOLDEN PRACTICES, INC.
9:30 AM - 10:20 AM
Track: Tax View Track PANEL DISCUSSION: Shifting Focus from Surviving to Thriving During Tax Season
Panelist: Allen Calhoun, J.D., LL.M., Managing Editor, Business Entities & Tax Accounting,, BNA TAX & ACCOUNTING
Panelist: Glen Keenan, President, XCM SOLUTIONS, LLC
Panelist: Jody Padar, CPA, MST, CEO and Principal, NEW VISION CPA GROUP

Sponsored by:

10:20 AM - 11:00 AM
Morning Refreshment Break in Exhibit Hall
11:00 AM - 11:50 AM
Track: Mergers & Acquisitions View Track Panel Discussion: M&A in 2011 and Beyond
Steven R. Berger, J.D., Shareholder, VEDDER PRICE P.C.
Lou Fuoco, CPA, Managing Director, FUOCO GROUP
Panelist: Max Krotman, JD, Managing Partner & General Counsel, GLOBALFORCE INTERNATIONAL, INC.
David Sibits, President, CBIZ FINANCIAL SERVICES

Sponsored by:

 

11:00 AM - 11:50 AM
Track: Practice Management View Track Who Moved My Market? Modernizing Growth
Gale Crosley, CPA, Founder & Principal, CROSLEY+COMPANY
11:00 AM - 11:50 AM
Track: Tax View Track Tax Season Survival Tips
Fran Coet, CPA/CFF, CVA, CFP®, CFFA, Founder & Principal, COET & COET PC, CPAS

Sponsored by:

11:00 AM - 11:50 AM
Track: Technology View Track Cloud Technology and On-Shore/Off-Shore Delivery
Christian Payne, CEO, KELLOGG & ANDELSON
11:55 AM - 12:45 PM
Track: Technology View Track Panel: Moving Your Practice to the Cloud
Moderator: Doug Sleeter, Founder and President, THE SLEETER GROUP, INC.
Christian James, COO, XCENTRIC
Panelist: Glen Keenan, President, XCM SOLUTIONS, LLC
Panelist: Jody Padar, CPA, MST, CEO and Principal, NEW VISION CPA GROUP
Stephen Yoss, Jr., CPA, Principal, MANTISPRO
11:55 AM - 12:45 PM
Track: Financial Planning View Track Financial Planning and the Three-Dimensional Fiduciary
John P. Napolitano, CFP ®, CPA, PFS, MST, RLP®, Chairman and CEO, U.S. WEALTH MANAGEMENT, LLC
11:55 AM - 12:45 PM
Track: Tax View Track Twenty Ideas to Boost Your Tax Practice
Chris Frederiksen, Chairman & CEO, 2020 GROUP USA
Damien Greathead, Operations Director, 2020 GROUP USA

Sponsored by:

11:55 AM - 12:45 PM
Track: Mergers & Acquisitions View Track Now That We've Merged, What's Next?
Brian Price, Founding Partner, PRICEKUBECKA, PLLC

Sponsored by:

 

12:45 PM - 2:00 PM
Lunch Awards- Top 100 Accounting Firms to Work For………
1:45 PM - 2:30 PM
Dessert Served in the Exhibit Hall
2:30 PM - 3:20 PM
Track: Mergers & Acquisitions View Track Managing an Internal Succession Plan Gone Wrong
Joel Sinkin, President, ACCOUNTING TRANSITION ADVISORS, LLC

Sponsored by:

 

2:30 PM - 3:20 PM
Track: Practice Management View Track Change or Die: Manage Change to Reach Your Business Goals
Ulrike Harrison, Chief Growth Officer, WIPFLI CPAS AND CONSULTANTS
2:30 PM - 3:20 PM
Track: Tax View Track Cross Border Tax Planning Issues
Ivan J. Sotomayor CPA, Managing Partner, SOTOMAYOR & ASSOCIATES, LLP

Sponsored by:

2:30 PM - 3:20 PM
Track: Financial Planning View Track How to Upsell Clients to Financial Services
Fran Coet, CPA/CFF, CVA, CFP®, CFFA, Founder & Principal, COET & COET PC, CPAS
3:30 PM - 4:20 PM
Track: Mergers & Acquisitions View Track The Benefits/Pitfalls of Small Practice Acquisitions
Rodney Deloe, CPA, Director, MCKEEVER VARGA & SENKO

Sponsored by:

 

3:30 PM - 4:20 PM
Track: Practice Management View Track High Impact Strategies for Growth
Angie Grissom, Executive Vice President, Chief Operating Officer, FIVE STAR 3, THE RAINMAKER ACADEMY AND CONSULTING GROUP
Troy Waugh, CEO, FIVE STAR 3, THE RAINMAKER ACADEMY AND CONSULTING GROUP
3:30 PM - 4:20 PM
Track: Technology View Track Panel Discussion: Building a Successful Outsourced Accounting Practice-How the Cloud Can Help
Seth Fineberg, Technology Editor, ACCOUNTING TODAY
Panelist: Jim Hart, Practice Manager, SINGERLEWAK SYSTEMS
Panelist: W. Michael Hsu, CPA CITP MSA, Founder & CEO, DEEPSKY
Panelist: Taylor Macdonald, VP, Channel Sales, INTACCT
Panelist: Tom Mescall, Partner In Charge, ARMANINO MCKENNA LLP
3:30 PM - 4:20 PM
Track: Financial Planning View Track How to Make More Revenue Through Financial Planning
Louie Rosalez, CEPP, Chief Marketing Officer / Chief Insurance Officer, HONKAMP KRUEGER FINANCIAL SERVICES, INC.
4:30 PM - 5:25 PM
Track: Practice Management View Track Protecting Your Profitability from Fraud
Pat Huddleston, CEO, INVESTOR'S WATCHDOG & FORMER SEC ENFORCEMENT BRANCH CHIEF
4:30 PM - 5:25 PM
Track: Financial Planning View Track Strategic Alliances: Building a Superior Wealth Management Practice With a Turnkey Asset Management Provider
Susan Dreier, Practice Development Manager, BAM ADVISOR SERVICES, LLC
4:30 PM - 5:25 PM
Track: Technology View Track Information Security: Staying Safe in 2011 and Beyond
David M. Cieslak, Principal, ARXIS TECHNOLOGY, INC.
Stephen Yoss, Jr., CPA, Principal, MANTISPRO
4:30 PM - 5:25 PM
Track: Tax View Track IRS Changes and its Effect on Our Business
Roger Harris, President and COO, PADGETT BUSINESS SERVICES AND FORMER CHAIRMAN IRS ADVISORY COMMITTEE

Sponsored by:

5:30 PM - 6:30 PM
Cocktail Reception in Exhibition Hall

Thursday, October 27, 2011

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Financial Planning Tax Technology Practice Management Mergers & Acquisitions
7:00 AM - 8:00 AM
Continental Breakfast in Exhibit Hall
8:05 AM - 9:00 AM
Track: Technology View Track The Firm of the Future
Tom Miller, VP, Channel Management, SAGE
8:05 AM - 9:00 AM
Track: Practice Management View Track PANEL DISCUSSION: Anatomy of a Lead Generation Campaign
Danielle Lee, Senior Editor, ACCOUNTING TODAY
Salima Syerah Virani, CEO, ZENTREPRENEUR, INC.
Alan Vitberg, Chief Marketing Guru, VITBERG LLC
Dawn Wagenaar, Principal, INGENUITY MARKETING GROUP LLC
8:05 AM - 9:00 AM
Track: Mergers & Acquisitions View Track Let's Make a Deal: An Insider's Guide to Getting it Right
Steve McIntyre-Smith, President & CEO, MFA GROUP, INC.

Sponsored by:

 

8:05 AM - 9:00 AM
Track: Tax View Track The New Circular 230 Regulations: What They Mean For You
Allen Calhoun, J.D., LL.M., Managing Editor, Business Entities & Tax Accounting, BNA TAX & ACCOUNTING

Sponsored by:

9:05 AM - 10:00 AM
Track: Mergers & Acquisitions View Track Case Study: Succession Planning for Firms Desiring to Stay Independent
Deborah Lambert, CPA, Managing Partner, JOHNSON LAMBERT & CO. LLP

Sponsored by:

 

9:05 AM - 10:00 AM
Track: Practice Management View Track The Future is now: Understanding and Embracing a Diverse CPA Workforce
Rita Keller, President & Founder, KELLER ADVISORS, LLC
9:05 AM - 10:00 AM
Track: Financial Planning View Track Panel Discussion: CPAs Who Are Now Financial Planners
Panelist: Tony Batman, CPA, CFA®, CFP®, Chairman & CEO, 1ST GLOBAL
Mitchell Freedman, CPA/PFS, AIF®, Founder and President, MFA FINANCIAL ADVISORS, INC. & M. FREEDMAN & CO., INC. AN ACCOUNTANCY CORPORATION
Panelist: John Napolitano, CFP, CPA, Chairman & CEO, US WEALTH MANAGEMENT LLC.
Panelist: Christopher Odem, CIMA, Managing Director, OPPENHEIMER & CO.-PROFESSIONAL ALLIANCE GROUP
9:05 AM - 10:00 AM
Track: Technology View Track Enhance IT Support to the Firm Through Better Leadership and Governance
Sandra L. Wiley, Shareholder & COO, BOOMER CONSULTING, INC.
10:00 AM - 11:00 AM
Afternoon Networking Break in Exhibit Hall
11:00 AM - 12:00 PM
Closing Keynote: The Accounting Profession 2025
James Metzler, CPA, Vice President, Small Firm Interests, AICPA
11:55 AM - 12:00 PM
Farewell Remarks and Prize Giveaways
Bill Carlino, Editor-in-Chief, ACCOUNTING TODAY
12:00 PM -
Conference Adjourns