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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 (MAS) (Included with your conference registration)
Bill Carlino, Managing Director, 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) (PD) (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
4:45 p.m. - 5:45 p.m.
Keynote: Got Growth? Start With Strategies! (MAS)
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.
5 Things You’re Going to Be Really Good At
Daniel Hood, Editor-in-Chief, ACCOUNTING TODAY
9:10 a.m. - 10:00 a.m.
9:10 a.m. - 10:00 a.m.
Track: Best Firms View Track Lessons from the Best Firms to Work For: By the Numbers (PD)
Peter Burke, President, BEST COMPANIES GROUP
Daniel Hood, Editor-in-Chief, ACCOUNTING TODAY
9:10 a.m. - 10:00 a.m.
Track: Practice Management View Track Joint Ventures With Complimentary Firms (BMO)
Richard Berkowitz, JD, CPA, CEO, BERKOWITZ POLLACK BRANT
11:00 a.m. - 11:50 a.m.
Track: Tax View Track Recruiting & Training Tax Preparers (T)
Chuck McCabe, CEO, PEOPLES INCOME TAX & THE INCOME TAX SCHOOL
11:00 a.m. - 11:50 a.m.
Track: Best Firms View Track Lessons from the Best Firms to Work For - Leading the Best (PD)
Terry Cumbey, Managing Partner, CCK STRATEGIES
Robert Murphy, Principal and CEO, BOYER & RITTER
Charles Postal, Managing Partner, SANTOS, POSTAL & CO.
Jennah Purk, President, PURK & ASSOCIATES
11:00 a.m. - 11:50 a.m.
Track: Practice Management View Track How to Truly Differentiate Your Firm (M)
Christine Hollinden, CPSM, Principal, HOLLINDEN | PROFESSIONAL SERVICES MARKETING
12:00 p.m. - 1:00 p.m.
Track: Technology View Track Panel: Into the Cloud (CS)
Moderator: Danielle Lee, Editor-in-Chief, ACCOUNTING TECHNOLOGY
Gregory LaFollette, CPA, CITP, CGMA, Strategic Advisor, CPA.COM
Jim McGinnis, VP, Accounting and Advisor Group, INTUIT
Jim Secord, CEO, KASHOO
Jamie Sutherland, U.S. President, XERO
Jennifer Warawa, VP & General Manager, Sage Accountant Solutions, SAGE
12:00 p.m. - 1:00 p.m.
Track: Best Firms View Track Lessons from the Best Firms to Work For: Administering the Best (PD)
Bob Greenfest, Principal, SANTOS, POSTAL & CO.
Vickie Moul, Director of HR, ARMANINO
Kayce Nelson, COO & Partner, CCK STRATEGIES
Debbie Sessions, COO, PORTER KEADLE MOORE
12:00 p.m. - 1:00 p.m.
Track: Practice Management View Track Marketing & Business Development Panel (M)
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 (T)
Chris Frederiksen, CPA, CEO, 2020 GROUP USA
2:45 p.m. - 3:35 p.m.
Track: Technology View Track Data Security in the Cloud (CS)
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 (P/HR)
Jeff Phillips, CEO, ACCOUNTINGFLY
3:40 p.m. - 4:30 p.m.
Track: Technology View Track Panel: Goin’ Mobile (CS)
Panelist: Michael Giardina, CEO, OFFICE TOOLS PROFESSIONAL
Panelist: Brian Saunders, CEO, BIGTIME SOFTWARE, INC.
3:40 p.m. - 4:30 p.m.
Track: M&A View Track Making Mergers Work (BMO)
Steven Berger, Esq., Shareholder, VEDDER PRICE P.C.
3:40 p.m. - 4:30 p.m.
Track: Practice Management View Track The Entrepreneurial Edge (BMO)
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 (T)
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 (BMO)
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 Your Firm's Hire Purpose: HR & Hiring Best Practices (P/HR)
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 (MAS)
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 (BMO)
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 (T)
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 (MAS)
Peter Fontaine, Partner, NEWGATE PARTNERS
Bob Lewis, President, THE VISIONARY GROUP
9:10 a.m. - 10:00 a.m.
Track: Practice Management View Track Breaking Up Is Hard to Do! (MAS)
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 (CS)
Gregory LaFollette, CPA, CITP, CGMA, Strategic Advisor, CPA.COM
10:45 a.m. - 11:35 a.m.
Track: M&A View Track Managing Professional Liability Risks in CPA Firm M&A (MAS)
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 (MAS)
Lee. H. Eisenstaedt, Founding Partner, L. HARRIS PARTNERS, LLC
Lauren Prosser, President, AGILITY ADVISORS, LLC
11:40 a.m. - 12:30 p.m.
Track: Tax View Track Landmines in International Tax - How to Keep You & Your Clients Safe (T)
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 (CS)
Matt Peterson, CEO and President, EFILE CABINET
11:40 a.m. - 12:30 p.m.
Track: Practice Management View Track Fueling Growth in Niches (MAS)
Art Kuesel, President, KUESEL CONSULTING
12:30 p.m. -