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: Practice Management

Monday, October 21, 2013

11:45 a.m. - 12:45 p.m.
Top Trends in Marketing (M)
Moderator: Danielle Lee, Senior Editor, ACCOUNTING TODAY
Panelist: Steve Brunson, Managing Director, CATALYST CPA MARKETING
Panelist: Sarah Johnson, Chief Growth Strategist & Founder, INOVAUTUS CONSULTING
Panelist: Art Kuesel, President, KUESEL CONSULTING

In today’s hyper-competitive environment,everyone needs to play a role in marketing and selling the firm. this session’s panel of experts will explore the new trends in marketing—including inbound, niche, and successfully marketing the cloud and recent M&A activity—along with the latest digital strategies that should be driving these efforts to grow and distinguish your firm.

2:30 p.m. - 3:20 p.m.
Starting and Managing a Litigation Support Practice (BMO)
Edward Mendlowitz, CPA, ABV, CFF, PFS, Partner, WITHUMSMITH+BROWN PC

Litigation support is one of the strongest new niches going for accounting firms of all sizes. This session will show you how to start and manage a business valuation and litigation support practice or niche, including guidance on staffing; marketing; identifying the client; report writing, proofing and quality control; expert status and testifying; exposure to liability; training; pricing, billing, collections, scope creep and payment terms; peripheral services such as forensic support; and much more.

3:25 p.m. - 4:15 p.m.
The Best of the Best Engagement Letters (MAS)
Glenn Block, Senior Managing Partner, BLOCK & ALDINGER CPAS

This one-of-a-kind course for forensic litigation and other specialized CPA experts is specifically designed to enhance your ability to draft a complete and proper engagement letter. The session will teach you what to include in engagement letters to protect you and your firm from potential major problems and disasters that can occur later in the engagement. Learn from the personal experiences of the instructor - both good and bad - that will be shared in this course.

4:45 p.m. - 5:35 p.m.
Improving Your Firm’s Cash Flow: Show Me the Money! (MAS)
Sandra Johnson, CPA, EA, CFE, President, SANDRA G. JOHNSON, CPA, PC

Cash flow is the lifeline of every business, yet many small firm practitioners don’t know if they are charging competitive fees. This session will discuss how to determine fees, billing dos and don’ts, common billing myths, collection procedures, and more.

Tuesday, October 22, 2013

9:10 a.m. - 10:00 a.m.
The Anatomy of a Fraud Investigation (MAS)
Lawrence Hoffman, CPA/CFF, CVA, CFE, Senior Partner, RAFFA, P.C.

This dynamic presentation follows a real-life fraud case from its discovery through its investigation and final resolution of criminal referral, working with the organization's legal counsel, management and board.

10:45 a.m. - 11:35 a.m.
Taking the Lead in Thought Leadership (MAS)
Author: Danielle Lee, Technology Editor, ACCOUNTING TODAY
Panelist: Bonnie Buol Ruszczyk, President, BBR MARKETING
Panelist: Rob Nance, Director, Content & Community, ISHADE THE ACCOUNTING PROFESSION ONLINE

Content is king, and the accounting firms that know it are emerging as true thought leaders. In this session, marketing experts will share the best content marketing strategies to differentiate your firm as a leader in the profession, from white papers and webinars to blogs and social media. They will offer specific examples and data on the successful methods thought leader firms have used to generate new business and build client loyalty and prestige.

11:40 a.m. - 12:30 p.m.
Tying Performance Systems to Strategic Vision (MAS)
August Aquila, CEO, AQUILA GLOBAL ADVISORS, LLC

This session will show the importance of getting partner goals and compensation aligned with the strategic initiatives of the firm. When a firm has an effective performance evaluation system and compensation system tied to performance, it outperforms its competitors.