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Boca Raton Resort & Club A Waldorf Astoria Resort

Conference Agenda

Sunday, October 28, 2012

Fields of Study: Business Management and Organization (BMO), Computer Science (CS), Management Advisory Services (MAS), Marketing (M), Personal Development (PD), Tax (T)
11:00 a.m. -
Registration Opens
12:00 p.m. - 3:00 p.m.
Pre-Conference Workshop: 2012 Rainmaker Academy Workshop (BMO)
Angie Grissom, Chief Operating Officer and EVP, THE RAINMAKER CONSULTING GROUP
Scott Bradbary, VP and Senior Consultant, THE RAINMAKER ACADEMY
1:00 p.m. - 3:00 p.m.
Pre-Conference Workshop: Marketing the 21st Century CPA Firm - Building the Foundations for Growth (M)
Steve Brunson, Managing Director, CATALYST CPA MARKETING
3:30 p.m. - 3:45 p.m.
Welcome and Opening Remarks
Daniel Hood, Editor-in-Chief, ACCOUNTING TODAY
3:45 p.m. - 4:45 p.m.
Keynote: Meeting Today's Economic, Political and Technological Challenges (BMO)
Gene Marks, President, MARKS GROUP PC
4:45 p.m. - 5:45 p.m.
Keynote: Leadership Lessons From Some of the World’s Toughest Marathons (PD)
Anthony Reed, President, ANTHONY REED, CPA PC
5:45 p.m. - 7:15 p.m.
Opening Reception in the Exhibit Hall

Monday, October 29, 2012

Click on any of the track details below to view a detailed explanation
Tax Technology M&A Practice Management
7:00 a.m. -
Registration Opens
7:00 a.m. - 8:00 a.m.
Continental Breakfast in the Exhibit Hall
8:00 a.m. - 8:10 a.m.
Welcome Remarks
Daniel Hood, Editor-in-Chief, ACCOUNTING TODAY
8:10 a.m. - 9:10 a.m.
The State of the Profession - Adapting for Growth (BMO)
Jina Etienne, CPA, Director, Taxation & Member Service & Tax Ethics, AICPA
9:15 a.m. - 10:05 a.m.
Track: Tax View Track 10 Things You Can Do Now to Have a Great Tax Season (T)
Chris Frederiksen, CPA, Chairman & CEO, 2020 GROUP USA
9:15 a.m. - 10:05 a.m.
Track: Technology View Track CPA Firm Technology: Best Practices for Change (CS)
James C. Bourke, CPA.CITP.CFF, CGMA, Partner, WITHUMSMITH+BROWN, PC
9:15 a.m. - 10:05 a.m.
Track: Practice Management View Track Five Growth Drivers and the Next Five Years (BMO)
Gale Crosley, CPA, President, CROSLEY+COMPANY
10:05 a.m. - 11:00 a.m.
Networking and Refreshment Break in the Exhibit Hall
11:00 a.m. - 12:00 p.m.
Track: Tax View Track Pre-Election/Post-Election Predictions: Tax Under the Next Government (T)
Daniel Hood, Editor-in-Chief, ACCOUNTING TODAY
Panelist: Brett Ferguson, Senior Congressional Reporter, BLOOMBERG BNA
Panelist: Mark Luscombe, JD, LLM, CPA, Principal Federal Tax Analyst, CCH TAX AND ACCOUNTING, A WOLTERS KLUWER BUSINESS
11:00 a.m. - 12:00 p.m.
Track: Technology View Track Launching Your Firm into the Cloud (CS)
Moderator: Seth Fineberg, Technology Editor, ACCOUNTING TODAY
Panelist: Peyton Burch, CPA, CITP, Sr. Channel Executive, INTAACT
Panelist: Matt Haller, CPIM, Principal, BAKER TILLY VIRCHOW KRAUSE
Panelist: Kacee Johnson, EVP, CLOUD9 REAL TIME
Panelist: Joseph P. Manzelli Jr. , CPA, CITP, Director of Operations, FUOCO GROUP
11:00 a.m. - 12:00 p.m.
Track: Practice Management View Track Making the Connection: Success Stories from CPA Marketing (M)
Moderator: Danielle Lee, Senior Editor, ACCOUNTING TODAY
Panelist: Debra Andrews, President & Owner, MARKETRI LLC
Panelist: Brian Swanson, Principal, FLASHPOINT MARKETING
Panelist: Katie Tolin, Marketing Director, REA & ASSOCIATES, INC.
12:05 p.m. - 12:55 p.m.
Track: Tax View Track Fixed Asset Incentives: Progressing from Services to Strategies (T)
David McGuire, Director, MCGUIRE SPONSEL
12:05 p.m. - 12:55 p.m.
Track: Technology View Track How Secure Is Your Firm? Information Security Update 2012 (CS)
David M. Cieslak, Principal, ARXIS TECHNOLOGY, INC.
12:05 p.m. - 12:55 p.m.
Track: M&A View Track How to Value Your Accounting Practice (MAS)
Joel Sinkin, President, TRANSITION ADVISORS, LLC
12:55 p.m. - 2:00 p.m.
Awards Luncheon
2:00 p.m. - 2:30 p.m.
Dessert Served in the Exhibit Hall
2:30 p.m. - 3:20 p.m.
Track: Tax View Track Repair vs. Capitalization Regulations (T)
Gian P. Pazzia, CCSP, Principal and Shareholder, KBKG, INC.
2:30 p.m. - 3:20 p.m.
Track: Technology View Track How Firms are Using CRM to Grow Their Organization and Remain Profitable (CS)
Moderator: Seth Fineberg, Technology Editor, ACCOUNTING TODAY
Panelist: Manny Buigas, CPA, President, AXIS GLOBAL PARTNERS
Panelist: Mark Goodson, President, BCG SYSTEMS, INC.
Panelist: Christopher J. Gryskiewicz, CPA, Audit Partner, EVP, TEMPLETON & CO.
2:30 p.m. - 3:20 p.m.
Track: Practice Management View Track Managing the Firm of the Future (BMO)
Richard Payne, CEO, PRINCIPA
3:25 p.m. - 4:15 p.m.
Track: Tax View Track IRS Compliance for the Next Decade (T)
Jim Buttonow, CPA, CITP, VP - Product Development, NEW RIVER INNOVATIONS
3:25 p.m. - 4:15 p.m.
Track: Technology View Track Making Business Intelligence a Knowledge and Profit Center for Your Firm (CS)
Moderator: Seth Fineberg, Technology Editor, ACCOUNTING TODAY
Panelist: Julio Baylac, Partner, AXIS GLOBAL PARTNERS
Panelist: Bob Woosley, Director, Firm Growth, FRAZIER & DEETER, LLC
3:25 p.m. - 4:15 p.m.
Track: Practice Management View Track The Great Alternative-Fee Swindle (MAS)
Michelle Golden, CPF, President, GOLDEN PRACTICES, INC.
4:15 p.m. - 4:30 p.m.
Networking and Refreshment Break
4:30 p.m. - 5:20 p.m.
Track: Tax View Track Developing a Tax Controversy Practice (T)
Gary Howard, Principal, G.L. HOWARD, CPA
4:30 p.m. - 5:20 p.m.
Track: Technology View Track The Mobile Accountant (CS)
Suzie Doran, Partner, SINGERLEWAK
4:30 p.m. - 5:20 p.m.
Track: M&A View Track Making Mergers Work (BMO)
Steven R. Berger, Shareholder, VEDDER PRICE P.C.
5:30 p.m. - 6:30 p.m.
Cocktail Reception in the Exhibit Hall

Tuesday, October 30, 2012

Click on any of the track details below to view a detailed explanation
Tax Technology M&A Practice Management
7:00 a.m. -
Registration Opens
7:00 a.m. - 8:00 a.m.
Continental Breakfast in the Exhibit Hall
7:10 a.m. - 8:00 a.m.
CPEat - The Best of the Best Engagement Letters (MAS)
Glenn Block, Senior Managing Partner, BLOCK & ALDINGER CPAS
8:10 a.m. - 9:10 a.m.
Keynote: Best Practices of High Performing Firms & Partners (BMO)
Allan D. Koltin, CPA, CEO, KOLTIN CONSULTING GROUP, INC.
9:15 a.m. - 10:05 a.m.
Track: Tax View Track Delivering Specialty Tax Solutions: Identifying Opportunities and Delivering Value (T)
TJ Sponsel, II, Director, MCGUIRE SPONSEL
9:15 a.m. - 10:05 a.m.
Track: Technology View Track Impact of the Cloud on Accounting Technology and the Accounting Professional (CS)
Joe Woodard, CEO, THE WOODARD CONSULTING GROUP
9:15 a.m. - 10:05 a.m.
Track: Practice Management View Track Finding Growth When Growth Is Scarce: CPA Firm Strategies for a Tough Economy (BMO)
Daniel Hood, Editor-in-Chief, ACCOUNTING TODAY
Chris Rush, VP, Strategy & Innovation, ADP SMALL BUSINESS SERVICES
10:05 a.m. - 11:00 a.m.
Networking and Refreshment Break in the Exhibit Hall
11:00 a.m. - 11:50 a.m.
Track: Tax View Track 57 Ways a CPA Can Assist a Client in Estate Planning (T)
Edward Mendlowitz, CPA, ABV, CFF, PFS, Partner, WITHUMSMITH+BROWN PC
11:00 a.m. - 11:50 a.m.
Track: Technology View Track Document Retention—What You Need to Know About The Latest Privacy Laws, Storage, and Disposal of Documents (CS)
Matt Peterson, President & CEO, EFILECABINET, INC
11:00 a.m. - 11:50 a.m.
Track: Practice Management View Track Hire, Retain and Be the Best Employees (MAS)
Sandra L. Wiley, Shareholder & COO, BOOMER CONSULTING, INC.
11:55 a.m. - 12:45 p.m.
Track: Tax View Track Hot Topics in Sales & Use Tax (T)
Diane Yetter, President, YETTER
11:55 a.m. - 12:45 p.m.
Track: Technology View Track Making Better Use of Client Portals (CS)
Randy Crews, President, RANDY L. CREWS CPA, PLLC
Tom Davis, CPA, CITP, Partner, CARR, RIGGS, INGRAM LLC
Panelist: Mike Giardina, CEO, OFFICE TOOLS PROFESSIONAL
11:55 a.m. - 12:45 p.m.
Track: M&A View Track Specialize or Die! Increase Your Sales by Narrowing Your Focus (MAS)
Tina White, CPA, Owner, PANORAMIC ACCOUNTING SERVICES, LLC
12:45p.m. -
Conference Adjourns