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CPE credits are offered.

Sunday, November 2, 2014

11:00 a.m. -
12:00 p.m. - 3:00 p.m.
Pre-Conference Workshop: Everything You Always Wanted to Know About M&A (Included with your conference registration)
Bill Carlino, Managing Director, National Consulting Services, TRANSITION ADVISORS, LLC
Joel Sinkin, President, TRANSITION ADVISORS, LLC
1:00 p.m. - 3:00 p.m.
Pre-Conference Workshop: Why Your Firm Resists Change (and What to Do About It) (Included with your conference registration)
Guy Gage, LPC, CPT, Owner, PARTNERS COACH
Dustin Hostetler, Founder and Principal, FLOWTIVITY, LLC
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.
4:45 p.m. - 5:45 p.m.
Keynote: Got Growth? Start With Strategies!
Gale Crosley, CPA, President, CROSLEY+COMPANY

Monday, November 3, 2014

Click on any of the track details below to view a detailed explanation
7:00 a.m. -
8:00 a.m. - 8:10 a.m.
Welcome Remarks
Daniel Hood, Editor-in-Chief, ACCOUNTING TODAY
8:10 a.m. - 9:00 a.m.
9:10 a.m. - 10:00 a.m.
Track: Technology View Track The Smart Back Office: Leveraging Web 2.0 Technology to Automate the Back Office
Stephen King, CEO/President, GROWTHFORCE
9:10 a.m. - 10:00 a.m.
9:10 a.m. - 10:00 a.m.
Track: Practice Management View Track Joint Ventures With Complimentary Firms
Richard Berkowitz, JD, CPA, CEO, BERKOWITZ POLLACK BRANT
11:00 a.m. - 11:50 a.m.
Track: Tax View Track Recruiting & Training Tax Preparers
Chuck McCabe, CEO, PEOPLES INCOME TAX & THE INCOME TAX SCHOOL
11:00 a.m. - 11:50 a.m.
11:00 a.m. - 11:50 a.m.
Track: Practice Management View Track How to Truly Differentiate Your Firm
Christine Hollinden, CPSM, Principal, HOLLINDEN | PROFESSIONAL SERVICES MARKETING
12:00 p.m. - 1:00 p.m.
Track: Technology View Track Panel: Into the Cloud
Jim McGinnis, VP, Accounting and Advisor Group, INTUIT
Jim Secord, CEO, KASHOO
Jamie Sutherland, President, Xero US, XERO
12:00 p.m. - 1:00 p.m.
12:00 p.m. - 1:00 p.m.
Track: Practice Management View Track Marketing & Business Development Panel
Moderator: Danielle Lee, Editor-in-Chief, ACCOUNTING TODAY
Panelist: Adam Blitz, Manager, WIEBE HINTON HAMBALEK, LLP
Panelist: Jean Marie Caragher, President, CAPSTONE MARKETING
Panelist: Jill Lock, MBA, Director of Marketing, ISDANER & COMPANY, LLC
Panelist: Kristen Rampe, CPA, Principal, KRISTEN RAMPE CONSULTING
1:00 p.m. - 2:00 p.m.
2:00 p.m. - 2:45 p.m.
2:45 p.m. - 3:35 p.m.
Track: Tax View Track 21 Key Things to Do Before Tax Season
Chris Frederiksen, CPA, CEO, 2020 GROUP USA
2:45 p.m. - 3:35 p.m.
Track: Technology View Track Data Security in the Cloud
Julie Pierce, VP & General Manager, GRUNTWORX LLC
2:45 p.m. - 3:35 p.m.
Track: Practice Management View Track Recruit Like the Big Four
Jeff Phillips, CEO, ACCOUNTINGFLY
3:40 p.m. - 4:30 p.m.
Track: Technology View Track Panel: Goin’ Mobile
Panelist: Michael Giardina, CEO, OFFICE TOOLS PROFESSIONAL
Panelist: Joe Manzelli, Coordinator, Outsourced Workflow, XCM SOLUTIONS
Panelist: Brian Saunders, CEO, BIGTIME SOFTWARE, INC.
3:40 p.m. - 4:30 p.m.
Track: M&A View Track Making Mergers Work
Steven Berger, Esq., Shareholder, VEDDER PRICE P.C.
3:40 p.m. - 4:30 p.m.
Track: Practice Management View Track The Entrepreneurial Edge
Brian Amann, CEO and Founder, TAXOPS
4:30 p.m. - 4:45 p.m.
4:45 p.m. - 5:35 p.m.
Track: Tax View Track The State of the Affordable Care Act
Kaya Bromley, President, YOUR OBAMACARE ADVISORS
4:45 p.m. - 5:35 p.m.
Track: M&A View Track Living Happily Ever After: Branding Best Practices for Firm Mergers
Joe Walsh, Principal, GREENFIELD/BELSER, LTD.
Stephen White, Principal, GREENFIELD/BELSER, LTD.
4:45 p.m. - 5:35 p.m.
Track: Practice Management View Track HR & Hiring Best Practices
Michael Pires, VP, SBS HR Solutions, ADP

Tuesday, November 4, 2014

Click on any of the track details below to view a detailed explanation
7:00 a.m. -
7:10 a.m. - 8:00 a.m.
CPEat: Addition by Subtraction – Disengagement Best Practices
Duncan Will, Loss Prevention Manager/ Accounting & Auditing Specialist, CAMICO MUTUAL INSURANCE COMPANY
8:10 a.m. - 9:00 a.m.
General Session: Professional Update/What Are the Opportunities/Issues Today
Carl Peterson, CPA, Vice President, Small Firms, AICPA
9:10 a.m. - 10:00 a.m.
Track: Tax View Track Understanding the Repairs and Maintenance Tax Deduction
Heidi Hendersen, Director, Marketing & Business Development, ENGINEERED TAX SERVICES
9:10 a.m. - 10:00 a.m.
Track: M&A View Track Deal Killers in the Accounting Firm M&A World
Peter Fontaine, Partner, NEWGATE PARTNERS
Bob Lewis, President, THE VISIONARY GROUP
Bruce Warren, VP, BANK OF AMERICA
9:10 a.m. - 10:00 a.m.
Track: Practice Management View Track Breaking Up Is Hard to Do!
Sandra Johnson, CPA, EA, CFE, President, SANDRA G. JOHNSON, CPA, PC
10:00 a.m. - 10:45 a.m.
10:45 a.m. - 11:35 a.m.
Track: Technology View Track Disruptive Technologies: Catching the Wave
Gregory LaFollette, CPA, CITP, CGMA, VP, Product Strategy, CPA2BIZ
10:45 a.m. - 11:35 a.m.
Track: M&A View Track Managing Professional Liability Risks in CPA Firm M&A
Joseph Wolfe, Risk Control Consulting Director, CNA - ACCOUNTANTS PROFESSIONAL LIABILITY
10:45 a.m. - 11:35 a.m.
Track: Practice Management View Track Getting Horses to Drink
Lee. H. Eisenstaedt, Founding Partner, L. HARRIS PARTNERS, LLC
11:40 a.m. - 12:30 p.m.
Track: Tax View Track Landmines in International Tax - How to Keep You & Your Clients Safe
Steve Miller, President, STEVEN E MILLER CPA PC
11:40 a.m. - 12:30 p.m.
Track: Technology View Track Document Retention and Privacy Laws
Matt Peterson, CEO and President, EFILE CABINET
11:40 a.m. - 12:30 p.m.
Track: Practice Management View Track Fueling Growth in Niches
Art Kuesel, President, KUESEL CONSULTING
12:30 p.m. -