Hotel:

The Tradewinds Resort is on the beach in St. Petersburg, Florida. The resort is within walking distance of the city's finest restaurants, shopping and area attractions.

TradeWinds Island Grand's 585 guest rooms and suites are located in four buildings, with many of the accommodations having exterior balconies with views of the Gulf beach, the meandering resort waterway, or lush courtyard areas. Pricing categories generally relate to the view of the room or suite.

The spacious accommodations are a model of charm and functionality. The decor reflects a sunny Florida attitude of vivid tropical colors in the bed linens and fabrics and the furniture is whitewashed with a Key West feel.

In-room amenities include refrigerators and wet bar areas, coffee makers with daily complimentary coffee, dishware, toasters and more. Parlor rooms also feature microwaves.

Guest conveniences include room service, in-room videos and games, irons and ironing boards, in-room safe, voice mail, in-room folio review and electronic express check out, in-room internet access, computer dataports, plus make-up mirror, hairdryer and telephone in bathroom.

TradeWinds Resort Island Grand is served by three airport facilities, all within a 30 minute drive. The resort is located just 10 minutes off Interstate 275, which joins both northbound and southbound Interstate 75, and east/west Interstate 4 from the Orlando area. Tampa International Airport (TPA) is consistently ranked as one of the nation's top airports by frequent travelers for its easy-in, easy-out design. The landside terminal is linked to airside by shuttle, and passengers walk a maximum of five gates to their departing planes. Tampa International serves more than 16 million passengers a year through 25 major airline carriers, and is located just 30 minutes (26 miles) from the resort via interstate highways.

One million passengers yearly use St. Petersburg/Clearwater Airport (PIE), just 25 minutes from the resort, served by a number of major international and regional airline carriers. This secondary airport is home to ATA, Canada 3000, Air Transat, Southeast Airlines and more.

Friday, June 21, 2002:

Registration

BREAKOUT SESSIONS
(D) Leadership Panel
Discuss practice management issues with some of the profession's leading professionals:
Bill Leach, Katz Sapper & Miller
Debbie Sessions, Porter Keadle Moore, LLP
David Charnock, SPHR, Alpern, Rosenthal & Company
Cindy Bong, Suby, Von Haden & Associates, S.C.
(E) Guess Who's Watching?
by Roman Kepczyk, InfoTech Partners North America
(www.itpna.com) (repeated at 1:15 p.m.)
(F) (F) Marketing Your Firm
by Jeff Pawlow, The Growth Partnership (repeated at 3:15 p.m.)

Registration

Times and program titles are subject to change.

• Discipline One - Maximizing Existing Client Relationships
• Discipline Two - Cultivating An Active Referral Network
• Discipline Three - Attracting Desired New Clients
• Discipline Four - Supporting Activities

Jeff will also discuss practice development as a strategic functional area within your firm and benchmarks for expected outcomes and results.

Dan Simms, Habif, Arogeti & Wynne
Dan is partner and director of the Real Estate Group of Habif, Arogeti & Wynne in Atlanta. Dan represents clients in the construction and real estate industries, non-profit organizations, governmental organizations and the hospitality industry. In addition to his responsibilities, Dan is the executive partner in charge of information technology. He chairs a committee of ten professional staff that meet weekly in order to discuss, initiate and implement advanced technology for the firm.

Dan's session on "The Paperless Office", will instruct participating firms on how to use technology to maximize their productivity and profitability in a paperless environment. HA&W, a medium-sized firm, transformed itself into a paperless office in 1998 and has since reaped benefits such as: increased productivity between 18% and 45% depending on the engagement, automated financial reporting and tax return preparation, word processing department reduced from a staff of seven to just two, paper and supply expenses reduced by $65,000, eliminated the need for off-site storage saving the firm $40,000 per year and reduced office space by approximately $150,000 per year that was previously used for central filing. Dan will also include information on paperless office software, paperless audit software, work flow process and tax return process.

Frank Saibert, Ungaretti & Harris
Frank Saibert represents public and private sector employers throughout the United States in labor relations and employment matters with emphasis on National Labor Relations Board proceedings, state and federal employment discrimination matters, union election campaigns, unfair labor practices, backpay compliance proceedings, wrongful discharge cases, labor contract negotiations, and matters pertaining to Fair Labor Standards Act, the Family and Medical Leave Act, and other miscellaneous employment-related laws for Ungaretti & Harris in Chicago.

Ungaretti & Harris is a 100-attorney full-service law firm with offices in Chicago and Washington DC. The firm serves clients with a full range of legal services in the business, litigation and regulatory areas.

Frank regularly speaks before trade groups and business associations on various employment-related topics, including, most recently, the American with Disabilities Act and workplace sexual harassment. He was a Contributing Editor for The Developing Labor Law (3rd Edition), published by the American Bar Association, and has authored several related articles.

He is a member of the Illinois Bar, the Seventh Circuit Court of Appeals, the Federal District Court for the Northern District of Illinois, including its trial bar, and the Federal District Court for the Southern District of Illinois.

Frank will be providing a legal update to participants of the Symposium, "Keeping Your Assets Out of the Fire".

Roman Kepczyk, CPA, CITP, InfoTech Partners North America
Roman H. Kepczyk, CPA is president of InfoTech Partners North America, Inc. and the lead Technology Management Strategist for the firm. His primary focus is helping firms throughout North America understand what technology can do for them and directing a path towards today's eFirm. Roman carries over 16 years of accounting firm experience, highlighted by 10 years with the CPA firm of Henry & Horne, where he was the partner in charge of the firm's Management Advisory Services and Microcomputer Consulting practices. Roman also served as the firm's administrative partner where he oversaw internal accounting, marketing, human resources and was responsible for the creation and implementation of the firm's technology plan and budget.

Roman was listed as one of Accounting Today's Top 100 Most Influential People within the Accounting Industry in their year 2000 and 2001 listings. He is currently a member of the AICPA's IT Executive Committee, has served on the AICPA Group of 100, AICPA Best Practices Task Force and is one of the charter Certified Information Technology Professionals (CITP) that the AICPA has designated. Additionally, he was named a Technology Pathfinder by the AICPA Vision Project ,and directs the committee to select the AICPA's Top 10 Technology Issues list. He also served as a member of the AICPA's E-Business Task Force and a prior member of the Information Technology Practices Subcommittee where he analyzed the impacts of technology on the accounting profession. Recent speaking and television engagements include topics of today's digital CPA firm, trends in technology, hardware and software for CPAs and the impact of remote computing on the profession, which he has presented to the AICPA, and various accounting associations, state societies, and software companies.

Roman's session on "Guess Who's Watching?" will provide participants with information relative to privacy. As technology and the Internet become more pervasive in our firms, it is critically important that we secure and protect our firm and client information from unauthorized views. Learn about the latest technologies to lock down your firm, while at the same time providing access to your people that really need it. This session will also address the status of "privacy" today, and the importance of this issue in the future.

The AAA Leadership Panel . . .
This panel brings more than 100 years of experience in the field of professional practice management to the Symposium. Participants will have the opportunity to ask questions, receive answers and seek advice.

Bill Leach, Katz, Sapper & Miller
Bill is a Principal of KSM, the largest local CPA firm in Indiana. KSM is a 60 year old firm which was acquired by a major CPA firm consolidator in November 1998 and was repurchased in December 2000 by the firm's partners and staff involving an Employee Stock Ownership Plan (ESOP). Bill was instrumental in implementation of this unusual approach to the firm's ownership. He has served as firm administrator for over 20 years. He is responsible for all administrative aspects of the firm, with particular emphasis in human resources, billings and collections, financial matters, information technology and facilities management. Bill, a non-CPA administrator, was named a Principal of KSM in 1985. In addition to KSM's management, he provides consulting services to clients seeking expertise in the areas of human resource management and hiring, relocation and space utilization and numerous other management issues.

Cindy Bong, Suby, Von Haden & Associates
As Chief Operating Officer for SVH&A, Cindy is the liaison for the 27 principals of the firm. She attends all principal meetings and committees to accomplish assigned projects, and helps the principals achieve their goals. She also works with each of the firm's divisions to ensure that operations run smooth and clear lines of communication remain open. Cindy is also in charge of building maintenance and security.

Reducing overhead costs is another area where Cindy helps build bottomline profitability. She oversees all firm requisitions and is responsible for evaluating all equipment and supplies. She negotiates prices for all major equipment and analyzes the best payment vehicle on major items, whether the item is rented, leased or purchased.

David Charnock, SPHR, MBA, Alpern, Rosenthal & Company
David is a Principal with Alpern, Rosenthal & Company and provides many specialized services to the firm and has the overall responsibility for all business functions. He coordinates internal management, financial management, human resources management and systems and facilities management. He has over 25 years of management experience, the last 13 of which have been with professional services firms.

Debbie Sessions, CPA, Porter Keadle Moore
Debbie is a CPA and Partner with PKM in Atlanta. She is an honor graduate of Mercer University in Atlanta and prior to joining the firm in 1983, was associated with a national insurance company. Until July of 1988, Debbie was an audit supervisor, with particular areas of expertise being agribusiness and food service.

In July 1988, she accepted the position of firm administrator and is responsible for coordinating the financial, personnel and administrative aspects of the firm.

Arrive early for outstanding "extras"

Optional Workshops
Join other Symposium registrants for two optional sessions on Wednesday, June 19.

Making Meetings Count Using Six Thinking Hats, Human Dynamics, Inc.
Since 1982, Human Dynamics, Inc., has been successfully assisting organizations of all sizes and industries to effectively address their organizational development challenges. Their method for working with clients is collaborative and creative. They explore goals, discuss needs, determine the critical issues, clarify expectations, and work diligently to exceed those expectations.

From executive level consulting through basic skill development, HDI staff of experienced professionals custom design their services to meet the needs and culture of your firm.

One process promoted by Human Dynamics is The Six Thinking Hats Process. The process is a simple and powerful tool that changes the way you think. It promotes the kind of innovative thinking and creative problem solving that is vital to corporate success in today's changing environment. The Six Hats method has a real and powerful effect on thinking.

The Six Thinking Hats will teach your team to think clearly, lead shorter, more productive meetings, and to look at decisions and problems systematically. As a result, participants will enhance their communication skill, generate more creative ideas, reduce conflict , and improve team results.

Unlike management methods that depend on exhortation, inspiration or change in behavior, the Six Hats system is simple, concrete and tangible. It is easy to use, and as it is used there follows, directly, a powerful change in thinking behavior.

Practice Management 101, Rita Keller, Brady, Ware & Schoenfeld
Rita Keller is a principal with Brady, Ware & Schoenfeld, an Ohio/Indiana regional firm with over 80 team members. She serves as the firm's chief operating officer and has over 20 years experience in the management and administration of a successful firm. She is one of the very limited number of non-CPA principals in the nation focused solely on CPA firm management.

Rita has become nationally known for her leadership skills and expertise in CPA firm management and marketing. She specializes in creative ways to attract and retain successful team members, unique and proactive marketing activities for the local firm, developing the role of the firm administrator, providing awesome client service, developing systems that work, team advisory boards, client advisory boards, nurturing future partners and partner team-building. Through the BWS CPA Firm Advisory Group, Rita is dedicated to working one-on-one with firms to help them position themselves for success in today's rapidly changing CPA firm environment.

Rita's involvement with national organizations and publications are numerous. She served on the national Board of Directors of AAA and also serves on the Ohio Society MAP Committee.

Rita will spend time with up to forty new administrators working on the basics of CPA firm administration. With her background and expertise, she is one of the most sought after administrative coaches in the country.

CPE: The Association for Accounting Administration is a registered sponsor on the National Registry of CPE Sponsors (#103564). Upon course and evaluation completion, participants attending the 2002 National Symposium, desiring CPE credit will earn 18 hours. Visit NASBA at www.nasba.org.

• Tee off at one of Pinellas County's 40 golf courses, including city-owned public golf courses.
• Charter a deep-sea fishing boat.
• Watch the Major League Baseball team – the Tampa Bay Devil Rays at Tropicana Field.
  
• Participate in pari-mutual sports like greyhound racing at Derby Lane, and thoroughbred horse racing at Tampa Bay Downs in Oldsmart.
  
• See why St. Petersburg has been called the "fast emerging sports capital of the South" (by Cable News Network), with X-Games trials, the annual St. Anthony/s Triathlon attended by athletes from all over the world, the First America Running Festival and more.
  

* One-day fee includes all scheduled activities and meals on the day selected.
** Includes Wednesday's reception, Thursday evening's Dinner Party, Friday's Beach Party and Saturday's breakfast.

• Register on-line
  
• A promotional brochure with registration forms will be mailed to all AAA members and can be accessed here. Non-AAA members who wish to receive a brochure should email the AAA National Office.