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CPE credits are offered.

Track: Practice Management

Monday, November 3, 2014

9:10 a.m. - 10:00 a.m.
Joint Ventures With Complimentary Firms (BMO)
Richard Berkowitz, JD, CPA, CEO, BERKOWITZ POLLACK BRANT

The managing partner of a Top 100 Firm will explain how they have successfully used joint ventures to bring non-traditional sources of revenue into the firm – most recently with a real estate firm that has been a 30-year client.

11:00 a.m. - 11:50 a.m.
How to Truly Differentiate Your Firm (M)
Christine Hollinden, CPSM, Principal, HOLLINDEN | PROFESSIONAL SERVICES MARKETING

“Why should we hire your firm?” Sounds like a simple question, but it's one of the most difficult to answer. By definition, differentiation means that your firm has created a clear advantage over the competition. Differentiation is moving a firm from ordinary to extraordinary. Can you point to anything that is extraordinary about your firm? In this session, Christine will shares ideas on how your firm can stand out from the crowd and claim the spotlight.

12:00 p.m. - 1:00 p.m.
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

Accountants can no longer afford to ignore the twin disciplines of marketing and business development, and this high-powered panel will share the latest thinking on how to promote your firm – and get your staff and partners to participate.

2:45 p.m. - 3:35 p.m.
Recruit Like the Big Four (P/HR)
Jeff Phillips, CEO, ACCOUNTINGFLY

Technology is changing the way your firm attracts talent – and creating ample opportunities to attract student and experienced candidates using less expensive and even free tactics that are very effective.In this session, you’ll learn how to leverage new technology and tactics to recruit interns, entry-level and experienced candidates like the Big Four.

3:40 p.m. - 4:30 p.m.
The Entrepreneurial Edge (BMO)
Brian Amann, CEO and Founder, TAXOPS

Are you frustrated that accountants work as hard or harder today to make the same amount of money as they did 30 years ago, despite great advances in technology? In this session, the founder of a Best Firm to Work For and member of Accounting Today’s Managing Partner Elite will open your mind to a renewed view of your business and what it can be for all stakeholders. Shatter old beliefs and make way for progress with proven methods leading to the right incentives, best results, and higher levels of growth and profitability.

4:45 p.m. - 5:35 p.m.
Your Firm's Hire Purpose: HR & Hiring Best Practices (P/HR)
Michael Pires, VP, SBS HR Solutions, ADP

This session will discuss best practices for hiring and onboarding new talent, with a focus on small businesses and those CPAs that are working with younger enterprises. It will cover all the decisions involved in hiring process and offer general guidelines on how to appropriately attract and bring in new employees. Other topics to be included range from the importance of background checks to having a documented policy and employee handbooks.

Tuesday, November 4, 2014

9:10 a.m. - 10:00 a.m.
Breaking Up Is Hard to Do! (MAS)
Sandra Johnson, CPA, EA, CFE, President, SANDRA G. JOHNSON, CPA, PC

This session will discuss how to improve the efficiency and profitability of your practice by dismissing “D” clients. It will cover the warning signs to disengage, how to evaluate clients, how to properly fire a client and how to avoid dismissing a client by bringing on quality clients in the first place.

10:45 a.m. - 11:35 a.m.
Getting Horses to Drink (MAS)
Lee. H. Eisenstaedt, Founding Partner, L. HARRIS PARTNERS, LLC
Lauren Prosser, President, AGILITY ADVISORS, LLC

This session will discuss the challenges that change agents face when proposing or implementing new ways of doing things in CPA firms, and will include ideas for working around the obstacles, perception gaps between clients and partners, and the 3x3x3 model for client service to grow revenue, improve client retention, and and increase firm value.

11:40 a.m. - 12:30 p.m.
Fueling Growth in Niches (MAS)
Art Kuesel, President, KUESEL CONSULTING

Firms today need to approach growth strategically. For many firms, this means niche development. This session will explore how to uncover hidden niches in your firm, how to bring them to market, and how to have them become a long-term contributor to your growth. It will also discuss the external sources of information available today that can help you to decide on new niches to pursue.