Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Track: Technology

Monday, October 21, 2013

9:10 a.m. - 10:00 a.m.
Running a Business From an Ipad or Mobile Device (CS)
Panelist: Jennifer Katrulya, CPA, CITP, CGMA, CEO, BMRG, LLC

Sponsored By:



This session will show you a range of technology solutions that are accessible from a tablet that will help you and your clients save time and work more efficiently in the cloud. You’ll also get a checklist of things to consider when working with staff and clients in a remote environment, including managing many common BYOD issues.

10:45 a.m. - 11:35 a.m.
Document Management: Policies & Best Practices (CS)
Moderator: Seth Fineberg, Technology Editor, ACCOUNTING TODAY
Michael Giardina, CEO, OFFICE TOOLS PROFESSIONAL
Matt Peterson, CEO and President, EFILE CABINET

Sponsored By:



Whether you’re paperless or still paper-based, implementing best practices in managing your documents will help make your firm more productive and efficient, and create opportunities for improving your workflows, client service and much more. This session will cover the latest strategies, best practices and regulations on document retention and management.

11:45 a.m. - 12:45 p.m.
Pitching Technology: How to Get Buy In from Partners (BMO)
Panelist: Joseph P. Manzelli Jr. , CPA, CITP, Coordinator, Outsourced Workflow, XCM SOLUTIONS
Panelist: Henry Rinder, Member of the Firm, SMOLIN LUPIN

Getting IT buy-in from firm partners and decision-makers is tough, and can slow down or even derail much-needed initiatives. This session will explore ways to get buy-in from all levels, so that everyone thinks it is their idea and something they need.

2:30 p.m. - 3:20 p.m.
Cloud 101 (CS)
Moderator: Seth Fineberg, Technology Editor, ACCOUNTING TODAY
Panelist: Robert Chandler, CEO and President, CLOUD9 REAL TIME
Jim Secord, CEO, KASHOO
Panelist: Ian Vacin, VP, Marketing & Product, XERO
Panelist: Craig West, VP, Americas Channels, NETSUITE INC.

Sponsored By:



As much as practitioners and businesses alike are becoming used to hearing about the cloud, there are still numerous questions on what exactly it is and means – or can mean -- to professionals. We have assembled experts from all instances of cloud business and accounting to provide not only perspective, but insights into how it can be leveraged in your practice and for your clients.

3:25 p.m. - 4:15 p.m.
Cloud Q& A: Ask the Experts (CS)
Moderator: Seth Fineberg, Technology Editor, ACCOUNTING TODAY
Panelist: Robert Chandler, CEO and President, CLOUD9 REAL TIME
Jim Secord, CEO, KASHOO
Panelist: Ian Vacin, VP, Marketing & Product, XERO
Panelist: Craig West, VP, Americas Channels, NETSUITE INC.

Sponsored By:



All too often during panel sessions, questions aren’t answered during the allotted time, so we have provided a no-holds-barred forum to ask our distinguished group of cloud experts about the pressing issues of the day. All your questions -- whatever was not addressed, needs further clarification or may come to mind regarding concerns over how the cloud can and will play a role in your practice -- will be covered in this expanded session.

Tuesday, October 22, 2013

9:10 a.m. - 10:00 a.m.
10 Steps to a Digital Practice Via the Cloud (CS)
John Higgins, CPA, CITP, Strategic Technology Advisor, CPA CROSSINGS, LLC

Sponsored By:



Are you finding it challenging to sort out all of the choices available for automating your practice? The options are seemingly infinite; the challenge is making the right IT investments and avoiding the wrong ones. This session will present a clear roadmap for how you can leverage the benefits of the cloud computing paradigm, laying out ten key steps you should take to transform your practice to a digital model based on cloud computing.

10:45 a.m. - 11:35 a.m.
Best Practices for Local IT in the Cloud (CS)
Thomas (TJ) Schoessow, Chief Technology Officer, CLOUD9 REAL TIME

Sponsored By:



This session will help guide new users into the cloud seamlessly. Find out what hardware, firewalls, wireless networks, printers, scanners and more will optimize your virtual office experience, as well as learning more about integrating mobile devices and what security steps are required to effectively maintain your businesses' client data.