National Symposium 2005 – Scottsdale, Arizona
June 22-24, 2005
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Hotel Schedule Topics and Speakers Activities Sightseeing Getting There/Upon Arrival Sponsors Fees/General Information Registration Contact Us |
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 Hotel: DoubleTree Paradise Valley Resort(www.paradisevalley.doubletree.com) Address: 5401 North Scottsdale Road, Scottsdale, AZ 85250 Telephone: (480) 947.5400 Room Rate: $79.00 single/double occupancy The Doubletree Paradise Valley Resort hotel is located just minutes from Old Town Scottsdale and just 12 miles from Phoenix Sky Harbor International Airport. A member of the Hilton Hotels Family of Brands, the resort is located near Scottsdale Fashion Square, the largest shopping center in the Southwest. All guestrooms offer the ambience of an upscale resort and amenities. Each luxurious guestroom features a view of lush courtyard filled pools and fountains or exquisite desert vistas. Guest Room and Hotel Amenities
All scheduled educational events will take place at the DoubleTree Paradise Valley Resort, 5401 North Scottsdale Road, Scottsdale, AZ 85250. Registrants can reach the hotel at (480) 947.5400. Should you need to send packages to the hotel, include your name, arrival date and the words “hotel guest” on the mailing label. All reservations should be made through AAA. Reservations by telephone, fax, email or on-line will be accepted. The group’s room block will be released on May 20, 2005. All reservations received after this date will be reserved on a space available basis at the group rate. AAA’s preferred room rate is $79.00 per room per night plus tax (currently 7.7%) for single or double occupancy. The group rate has been extended three days pre and three days post the event for those wishing to spend a few days in the Scottsdale/Phoenix area. |
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| TENTATIVE SCHEDULE | ||||||||||||||||||||||||||||||||||
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| Monday, June 20, 2005 | ||||||||||||||||||||||||||||||||||
| 7:30 a.m. – 5:00 p.m. | CPA Firm Association Meetings (schedules to be determined) | |||||||||||||||||||||||||||||||||
| Tuesday, June 21, 2005 | ||||||||||||||||||||||||||||||||||
| 7:30 a.m. – 5:00 p.m. | CPA Firm Association Meetings (schedules to be determined) | |||||||||||||||||||||||||||||||||
| 8:00 a.m. – 4:00 p.m Sponsored By:  Xcentric Group |
ACCOUNTING TECHNOLOGY ADMINISTRATOR’S FLY-IN Program Level: Intermediate NASBA Field of Study: Management CPE Credit: 7 After last year’s rousing success, AAA is bringing back Roman Kepczyk of InfoTech Partners North America to preside over another technology fly-in along with Trey James from the Xcentric Group, the session’s sponsor. This year’s session will focus on topics of security, remote access, and technology tools and will include plenty of time for open discussion. Special breakouts will be scheduled by firm size and accounting software suite to promote networking with peers using the same applications and tools. Plan to extend your stay and join participants on Wednesday in sessions specifically designed for those involved in technology (ATA Fly-In registration includes the Tuesday evening reception and all meals and sessions on Wednesday, June 22, 2005). AAA introduced a Special Interest Group (SIG) in 2004 for Accounting Technology Administrators otherwise known as CPA Firm Network Administrators and Firm Administrators responsible for managing technology within their accounting firm. The SIG was implemented to help ATAs effectively manage technology in the firm and provide networking opportunities. 8:00 a.m. – 8:30 a.m. ATA Fly-In Coffee and Registration 8:30 a.m. - 11:30 a.m. ATA Fly-In Session I Led by Roman Kepczyk, InfoTech Partners North America and Trey James, Xcentric Group Session leader Roman Kepczyk 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 effectively use information technology by implementing best practices and directing them toward today’s “paperless” or Digital CPA firm. He is currently the Chairman of the AICPA’s Information Technology Executive Committee and a member of the AICPA’s Special Committee on Enhanced Business Reporting. On a technical level, Roman is an AICPA Certified Information Technology Professional. He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook as well as co-authored the 2003 AICPA Top Technologies Guide. He also authored the AAA Guide to CPA Firm Intranets and co-authored their 2003 Guide to Paperless CPA Firm Administration. Session leader Trey James is the CEO and President of Xcentric, LLC, a national technology consulting firm specializing in serving the IT needs of CPAs. Mr. James offers more than ten years experience in the highly specialized accounting niche: served as the President of an IT consulting practice in Fort Worth, Texas; Director of Sales for CPA Systems Inc., an Atlanta based IT consulting firm; and currently owns and operates Xcentric, LLC. Trey is consistently published in multiple industry publications, including Accounting Today, Accounting Technology and Practical Accountant. He is often called upon by editors and industry consultants to give his expert opinion as it relates to technology in the Accounting niche. Xcentric currently serves over 200 CPA firms across the nation and focuses on planning, deploying, maintaining and enhancing technology within the CPA firm. 11:30 a.m. - 1:00 p.m. ATA Fly-In Networking Lunch 1:00 p.m. - 4:00 p.m. ATA Fly-In Session II Led by Roman Kepczyk, InfoTech Partners North America and Trey James, Xcentric Group |
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| 8:30 a.m. – 5:00 p.m. | IGAF Worldwide Firm Administrator Meeting | |||||||||||||||||||||||||||||||||
| 12:00 p.m. – 6:00 p.m. Registration gift sponsored by:  Golden Marketing Inc Name Badges sponsored by: Olson & Company PC Notepads sponsored by: 
Camico |
Symposium Registration | |||||||||||||||||||||||||||||||||
| 12:00 p.m. – 1:00 p.m. | IGAF Worldwide Firm Administrators Luncheon | |||||||||||||||||||||||||||||||||
| 1:00 p.m. – 5:00 p.m. | PKF North American Network Meeting | |||||||||||||||||||||||||||||||||
| 1:00 p.m. – 2:00 p.m. | First Timer’s Forum By Virginia Lowery, Illinois Agricultural Auditing Association and Rita Keller, Brady Ware & Schoenfeld Program Level: Overview NASBA Field of Study: Personal Development CPE Credit: 1 If this is your first AAA National Symposium, or first in several years, you are encouraged to participate in this lively and interactive session designed to help facilitate your symposium experience. Spend an hour learning the ins and outs of the AAA National Symposium. Veteran attendees Virginia Lowery and Rita Keller will take a fresh approach to adding value to the annual symposium while providing tips to receive the maximum return on your personal and firm investment. |
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| 2:00 p.m. – 5:00 p.m. | Practice Management 101 By Rita Keller, Brady Ware & Schoenfeld Program Level: Basic NASBA Field of Study: Management CPE Credit: 3 This session is exclusively designed for the professional manager looking for the basics of CPA firm administration. Whether you are new to the profession, have changed industries or simply need a refresher or renewed sense of enthusiasm, it would benefit you to plan your travel schedule accordingly. Rita Keller is one of the most sought after administrative coaches in the country and will help participants grow and develop in their respective roles. |
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| 6:00 p.m. – 7:00 p.m. Sponsored By  |
Welcome Reception Poolside at the Resort Join other Symposium participants for an evening of networking and fun. The evening will include a Southwest flavor with hor d’oeurves and a cash bar. |
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| Wednesday, June 22, 2005 | ||||||||||||||||||||||||||||||||||
| 6:15 a.m. | Cool Walkings – Morning Power Walk Led by Roman Kepczyk, InfoTech Partners North America Join other attendees for a relaxing walk through some of Scottsdale’s most scenic surroundings. Time will be provided to freshen up before sessions begin. Meet in the main lobby of the hotel. |
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| 7:00 a.m. – 5:00 p.m. | Registration with the Vendors | |||||||||||||||||||||||||||||||||
| 7:30 a.m. – 8:30 a.m. | Continental Breakfast: Raising the Bar Panel Moderator: Debbie Sessions, Porter Keadle Moore Program Level: Overview NASBA Field of Study: Management CPE Credit: 1 Professional managers with various backgrounds will take questions from the audience and provide realistic and applicable advice. The format is designed as an open interactive forum. |
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| 8:45 a.m. – 9:15 a.m. | Opening with A.C.E. Award Presentation Cindie Hubiak, President and CEO, Arizona Society of CPAs CPA Practice Management Forum/AAA A welcome by the Arizona Society of CPAs will be followed by the announcement of the 2005 A.C.E. Award winner, the profession’s most coveted recognition. A.C.E. stands for Achievement, Commitment and Excellence and the award, formerly known as the Accounting Firm Administrator of the Year Award is co-sponsored by AAA and CPA Practice Management Forum. Nominees hold a senior-level administration position for a public accounting firm and criteria for selection focus on leadership and the individual's strategic impact on the firm's profit and growth. |
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| 9:15 a.m. – 10:30 a.m. Sponsored by:  Upstream Academy |
The CEO of You By Marsha Petrie Sue, Marsha Petrie Sue, MBA, MPS, Inc. Program Level: Intermediate NASBA Field of Study: Management CPE Credit: 1.5 This session will connect core values with personal responsibility. Participants will be able to immediately apply the departmentalization techniques from this presentation. This powerful message of becoming the Chief Energizing Officer of Your Own Uniqueness will increase productivity and profitability. Goals will be met, morale will be high and an environment of positive achievement will be reached. Teams and individuals will flourish with the understanding of departmentalizing life – both professionally and personally. Marsha Petrie Sue, MBA and former corporate executive is the CEO of MPS, Inc., a global speaking practice and training company. Her programs are known for clarity of purpose, clear agendas, contextual and relevant experiences, and fun to meet the needs of all participants. |
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| 10:30 a.m. – 10:45 a.m. Sponsored by:  North American Professional Liability Insurance Agency |
Refreshment Break with the Vendors | |||||||||||||||||||||||||||||||||
| 10:45 a.m. – 12:15 p.m. | BREAKOUT SESSIONS BY FIRM SIZE Program Level: Basic NASBA Field of Study: Management CPE Credit: 1.5 Participants will select the session matching the number of personnel at their respective firms. Moderators will ensure focused discussions on topics and issues of importance to the participants. Forum agendas will be determined prior the Symposium to help allocate time to the topics of interest and need. (A) <25 People (B) 26-40 People (C) 41-75 People (D) 76-100 People (E) 101+ People (F) Walk the Less-Paper Line * Designed for those attending the ATA Fly-In |
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12:15 p.m. – 1:30 p.m. |
LUNCH & LEARN NASBA Field of Study: Management CPE Credit: 1 Prior year participants have asked for additional time to discuss pertinent topics with peers in groups of similar sized firms. During this Lunch & Learn, participants will be able to continue discussions from the morning sessions or use the time for more networking. (G) <25 People |
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| 1:30 p.m. – 3:00 p.m. | BREAKOUT SESSIONS (M) Where Has All the Paper Gone? By Roman Kepczyk, InfoTech Partners North America Program Level: Intermediate NASBA Field of Study: Management CPE Credit: 1.5 Find out about today’s latest trends in document management applications and tools. The session will describe the process to take your firm to a “less-paper” environment. Should you buy a document management system that is part f your accounting suite or from your hardware vendor? What scanners and duplicators are improving firm processes? What about storing files on the internet? Separate the hype from the reality in this session designed to get you and your firm on the digital track. (N) Sales Management Tactics Anyone Can Implement (O) Incorporating Incentives Into the Total Compensation System (P) The Flexibility Factor |
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| 3:00 p.m. – 3:15 p.m. Sponsored by:  Texas Chapter of AAA |
Refreshment Break with the Vendor | |||||||||||||||||||||||||||||||||
| 3:15 p.m. – 4:45 p.m. |
Ethics in Business: A Preventive Maintenance Approach By Chris Bauer, Bauer Coaching Program Level: Overview NASBA Field of Study: Management CPE Credit: 1.5 Learn the actual meaning of ethics (it’s not what most folks think!) as well as how the principles of ethics can be built into the everyday thoughts and actions of every employee. Learn how to make ethics intertwine with your mission statement so that ethics can become a true cornerstone of your business practices. |
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| 6:00 p.m. – 9:30 p.m. Sponsored by: The CPA Technology Advisor |
AAA Wild West Adventure Dinner and entertainment will take place at La Puesta del Sol, a working ranch with an authentic Southwestern atmosphere. Buses will depart from the main lobby at 6:00 p.m. |
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Thursday, June 23, 2005 |
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| 6:15 a.m. | Cool Walkings – Morning Power Walk Led by InfoTech Partners North America Join other attendees for a relaxing walk through some of Scottsdale’s most scenic surroundings. Time will be provided to freshen up before sessions begin. Meet in the main lobby of the hotel. |
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| 7:00 a.m. – 5:00 p.m. | Registration with the Vendors | |||||||||||||||||||||||||||||||||
| 7:30 a.m. – 8:30 a.m. Sponsored By: Ohio Chapter of AAA    |
DOCUMENT MANAGEMENT VENDOR TOUR CONTINENTAL BREAKFAST (Q) Document Vendor Tour |
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| 9:00 a.m. – 10:15 a.m. Maister's Handouts Sponsored by:  Unibind, Inc |
Making Practices Work By David Maister Program Level: Intermediate NASBA Field of Study: Management CPE Credit: 1.5 This session is a culmination of many of Mr. Maister’s most talked about sessions, his articles and his books. He will touch on each of the areas necessary to make practices work: business development, the manager’s role, coaching the individual as well as the team, strategy and culture, profitability and of course quality. |
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| 10:15 a.m. – 10:30 a.m. Sponsored by: Minn-Dak Chapter of AAA |
Refreshment Break with the Vendors | |||||||||||||||||||||||||||||||||
| 10:30 a.m. – 11:45 a.m. |
BREAKOUT SESSIONS
(V) The Administration of Mergers and Acquisitions |
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| 12:00 p.m. – 1:15 p.m. Sponsored by: |
Luncheon with AAA Business Meeting | |||||||||||||||||||||||||||||||||
| 1:15 p.m. – 2:45 p.m. | BREAKOUT SESSIONS (X) New Leadership Issues: Identifying and Addressing By David Maister Program Level: Overview NASBA Field of Study: Management CPE Credit: 1.5 This session will identify and address the issues facing the leaders of today including: managing instead of doing; managing people instead of numbers; promoting mutual respect; dealing with non-performers; "betting" bigger in new practice areas; rising internal politics; designing and absorbing more complex career paths; retooling; experimenting with risk-free personal growth; and articulating values and strategy to reduce ambiguity. (Y) Beyond the Budget: Ideas for Better Planning and Financial Analysis By Debbie Sessions, Porter Keadle Moore Program Level: Basic NASBA Field of Study: Management CPE Credit: 1.5 CPA firms thrive on two things – great people and great numbers – this breakout session will address how to start with the past and plan for the future – a strategic look at your firm’s strengths and opportunities – how to budget effectively, but aggressively; then, how to interpret the monthly and yearly results as you refine the process. (Z) Could Your Benefit Package Be Better? By Linda Pappajohn, SantoraBaffone CPA Group Program Level: Overview NASBA Field of Study: Management CPE Credit: 1.5 Offering the same or similar benefits as other CPA firms in your area isn’t enough to keep good people. Many firms lose employees (especially their 3-5 year accountants) to non-CPA organizations. This session will cover what benefits employees want and don’t want, and what your competitors are offering to entice them away from your firm. We’ll discuss the standard benefit package – insurances and time off – as well as a lot of other less obvious perks. |
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| 2:45 p.m. – 3:00 p.m. Sponsored by: Michigan Chapter of AAA |
Refreshment Break with the Vendors | |||||||||||||||||||||||||||||||||
| 3:00 p.m. – 4:30 p.m. |
David Maister Unleashed By David Maister Program Level: Intermediate NASBA Field of Study: Management CPE Credit: 1.5 This session will feature the world's authority on the management of professional service firms. Mr. Maister will spend the day determining the topics needed most by attendees and will unleash nearly 30 years of experience and knowledge onto the audience. Managing the exceedingly independent, creative individuals who make up CPA firms is a particularly difficult challenge, but one Symposium participants will be closer to meeting at the end of this session. |
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| Evening | Evening On Your Own | |||||||||||||||||||||||||||||||||
| Friday, June 24, 2005 | ||||||||||||||||||||||||||||||||||
| 7:30 a.m. – 8:45 a.m. | Breakfast: Why is Your Computer Smiling Presented by Roman Kepczyk, InfoTech Partners North America Program Level: Overview NASBA Field of Study: Personal Development CPE Credit: 1 Start your Friday with a smile and find out what your people are chuckling about while you are out of sight and out of mind. This session will feature some of the best computer humor that has clogged your email servers, bogged down your Internet bandwidth, and probably given your people a break when they needed it most. This session is rated “I” for irrelevant, irreverent and incorrigible! |
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| 9:00 a.m. – 10:30 a.m. | Building a Great Team: Creating Synergism: The Last Frontier By Jack McCall, Jack McCall, Inc. Program Level: Overview NASBA Field of Study: Management CPE Credit: 3 In every organization there are many individuals specializing in what they do best. This session will present tactful, positive techniques for improving organizational effectiveness through teambuilding. Focus will include: considering the delegation/trust dynamic; discovering what motivates team members to increase team effectiveness; avoiding the 10 most common mistakes made by managers and leaders; developing strategies to recognize employee resistance; and challenging team members to perform with courage. |
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| 10:30 a.m. – 10:45 a.m. Sponsored by: Illinios Chapter of AAA |
Refreshment Break with the Vendors | |||||||||||||||||||||||||||||||||
| 10:30 a.m. – 11:45 a.m. | Building a Great Team: Creating Synergism: The Last Frontier (continued) By Jack McCall, Jack McCall, Inc. |
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| 11:45 a.m. – 12:00 p.m. 2006 Symposium Promotion Sponsored by: Indiana Chapter of AAA |
Symposium Closing John Watton, AAA Director of Education |
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| No advanced preparation or prerequisites are required for any of these courses. | ||||||||||||||||||||||||||||||||||
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| TOPICS, SPEAKERS | ||||||||||||||||||||||||||||||||||
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In addition to the customary management, marketing, human resource, personal development and technology topics, concurrent sessions will be presented by recognized experts in their fields and cover such timely topics as (partial listing):
The Association will feature speakers on various timely issues. Plans are coming together for a fabulous symposium with two and a half days of nationally known speakers and timely issue-driven topics certain to please attendees from accounting practices, regardless of firm size or the specific responsibilities of the professional manager. The symposium will kick off on Tuesday afternoon with a First Timer’s Forum and three-hour Practice Management 101 course followed by a welcome reception. Following two-and-a-half days of breakout sessions and forums for professionals managing accounting practices, the symposium will conclude at noon on Friday with nationally acclaimed speaker and coach, Jack McCall. This year, AAA is again offering an Accounting Technology Administrator’s Fly-In on Tuesday, June 21, 2005. The Fly-In is separate from the Symposium, but discounts for participation in both are available. |
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| In addition to quality continuing education, unlimited networking opportunities will be available. Tuesday evening will feature the Symposium’s welcome reception poolside at the DoubleTree Paradise Valley Resort. This year the reception will take on a taste of the Southwest you won’t want to miss. Wednesday evening, guests will participate in AAA’s Wild West Adventure. The evening will be complete with networking, a margarita greeting, western cookout, live band and unlimited cowboy games. With miles of pristine desert, spectacular terrain and authentic western adventure, Symposium registrants will be captivated. The evening will be set on a real working ranch, just a 20 minute ride from Scottsdale – an adventure you won’t want to miss. |
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| SIGHTSEEING | ||||||||||||||||||||||||||||||||||
 Scottsdale attractions are many and varied. Enjoy Scottsdale art galleries, desert adventures, shops and malls, and day tours in and around Scottsdale.300+ days of sunshine are ideal for outdoor recreation and hiking. There are over 100 art galleries in Scottsdale featuring every kind of art and sculpture...plus once a year artists from all over the U.S. come to Scottsdale to show off their wares "under the tent" at Celebration of Art. Attractions include gliding over the desert in a hot air balloon to the thrill seeking experience of whitewater rafting! Explore the Sonoran desert with Hummer tours or delight in cacti and the unusual plants that make the desert surroundings "green". All while enjoying the serenity of the surrounding mountains. You'll never run out of things to do. In fact being centrally located in Arizona, it makes a great jumping off point to explore the entire state of Arizona, from the Grand Canyon to Sedona, Tucson, and Tombstone. Town of Paradise Valley The Town of Paradise Valley was incorporated in May of 1961 and carries a rich history. The town encompasses an area of 16.5 square miles and in 2000 had a population of 13,644.
Visit www.arizonaguide.com for more information regarding area and state-wide attractions. Websites of Interest
Scottsdale Convention & Visitor’s Bureau website: Web site: www.scottsdalecvb.com |
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| Phoenix (Scottsdale) has easy access. With 23 airlines servicing 89 U.S. cities with non-stop service, access couldn’t be more convenient. Sky Harbor International Airport (www.phxskyharbor.com) is convenient and traveler-friendly. The DoubleTree Paradise Valley Resort is 12 miles from Sky Harbor International Airport. Ground transportation options include taxi cab, limo services or van shuttle. The DoubleTree Paradise Valley Resort recommends using Super Shuttle. Shuttles leave the airport every 15 minutes between 9:00 a.m. and 9:00 p.m. (less frequent shuttles from 9:00 p.m. until 9:00 a.m.) for the Paradise Valley resorts and hotels with reservations required for your return trip from the hotel to the airport. Shuttle fares average $16 per person one-way with discounted roundtrip offerings. For more information visit www.supershuttle.com or call (602) 244-9000. Complimentary parking at the hotel is available for those driving to Scottsdale or renting automobiles. Valet parking is also available. |
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| Symposium sponsors to date: Doc-It – Thursday Lunch Golden Marketing Inc – Registration Gift Unibind, Inc - Maister's Handouts Camico - Notepads Sponsor
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| * Join AAA at the time of registration and the $25 initiation fee will be waived and member rates will apply! ** Spouse/Guest Registration includes Tuesday’s reception and Wednesday’s Wild West event. *** One-day fee includes all scheduled activities and meals on the day selected. **** Vendor registrations include a table top display throughout the event. ^ Fee is reduced to $199 for ATA SIG members and/or full Symposium registrants. Registration includes Tuesday’s reception and the ability to extend your stay and participate in all scheduled meals and sessions on Wednesday, June 22 Fee Inclusion Full registration fees cover all sessions, symposium materials, refreshment breaks, the Tuesday evening reception, two continental breakfasts, one breakfast buffet, two luncheons, and the Wild West adventure. Hotel accommodations and other meals are not included. Information about hotel reservations and arranging transportation appear elsewhere in this site section. Spouse/guest registration fees include the Tuesday evening reception and Wednesday’s Wild West event. One-day registration fees include all scheduled activities and meals on the day selected. Please note vendor registrations include a table top display throughout the event. Fees for the Accounting Technology Administrator’s Fly-In are reduced to $199 for ATA SIG members and/or full Symposium registrants. Registration includes the Tuesday evening reception ad the ability to extend your stay and participate in all scheduled meals and sessions on Wednesday, June 22 with the exception of the Wild West Adventure. Registration Desk The AAA Registration Desk will be open during the following times:
Confirmation
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AAA NATIONAL OFFICE |
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accompanied by a notepad for taking notes during educational sessions. Individual photocopies of handouts will be available on-site for note taking. The CD also includes important information about Association services and products as well as information regarding the AAA website – your resource to the professionally managing an accounting practice. Information about vendors and sponsors with links to their Websites will be included. 
AAA’s staff will be happy to assist you with any special needs. If you require special assistance, please notify AAA in writing prior to Monday, June 6, 2005, so that your needs can be properly accommodated.