2006 Practice Management Conference – Indianapolis, Indiana
June 20-23, 2006

What is the Association for Accounting Administration?
Hotel
Pre-Conference Fly-Ins
Schedule-At-A-Glance
Schedule
Topics and Speakers
Activities
Sightseeing
Getting There/Upon Arrival
Cyber Café
Sponsors
Fees/General Information
Registration
Preliminary Program (PDF Format)
Contact Us


The Association for Accounting Administration invites you and others from your firm to attend its 2006 National Practice Management Conference, Set the Pace. The event has been exclusively designed to help participants professionally manage accounting practices of varying sizes. The two-and-a-half day educational extravaganza has something for everyone involved in accounting administration. The event includes sessions that range from the beginner to the advanced levels. From the high-level technical sessions to the smaller breakout sessions geared to specific problem-solving and informal gatherings designed to facilitate networking and information exchange, the Conference has sessions for accounting administrators with one year of experience to those with over 30 years of experience.

AAA continually enhances the program format to maximize networking and discussion time for attendees.

The overall program is designed to enhance the skills of even the most experienced administrator through a wide variety of top-notch and timely sessions led by professionals and experts from around the country. The event also features the A.C.E. Award, the profession’s most coveted award given for achievement, commitment to the profession and excellence.

You should attend if you are . . .
• responsible for management of an accounting practice.
• responsible for the quality and profitability of your firm.
• supervising and/or training staff in an accounting firm.
• interested in developing a network of outstanding professionals.
• ready to promote your firm in today’s marketplace.
• a beginner or veteran.

In the past, the Conference has attracted professionals representing firms with 8 to 800 employees with an average firm size of 45. Whether you are new to the profession or someone with a great deal of experience, you will leave the Conference with skills and resources you never dreamed possible, ones that will help you and your firm prosper.

 
WHAT IS THE ASSOCIATION FOR ACCOUNTING ADMINISTRATION?
 

The Association for Accounting Administration (AAA) has more than 650 members nationwide. Its main objective is to develop and maintain, through cooperative efforts, a high level of professional skills required to satisfy members’ growing professional needs in the field of accounting administration.

AAA has published not only ADA Job Descriptions for CPA Firms, a Survey Manual, a Marketing Manual, a booklet, A Guide to CPA Firm Administration, a Disaster Planning Guide for CPA Firms, an Employee Orientation & Training Manual, A Guide to CPA Firm Intranets, The Funtastic Firm, The Guide to Paperless Administration, a web-based Resource Bank, a bank of knowledge for professionals involved in accounting administration, but in conjunction with the AICPA, AAA compiled and published Timesavers, one of the most useful firm management tools you’ll encounter. Timesavers is a collection of 200 interactive forms, checklists and surveys. The information covers all areas of practice management including practice development, administration and personnel. In early 2006, AAA will publish A Guide to Record Retention and Destruction Policies for CPA Firms, a collaborative effort with CAMICO, Inc.

In addition to the many publications, benefits through membership include networking and educational conferences, technology seminars, group purchasing programs, a member to member survey program and a lending library, to name a few.

The association is the one representative voice of professionals managing accounting firms. Check out the Association’s Web site at www.cpaadmin.org.

 
HOTEL

Hotel - The Westin Indianapolis
Hotel:  The Westin Indianapolis (www.westin.com)

Address: 50 South Capitol Avenue, Indianapolis, IN  46204

Telephone
: (317) 262-8100

Room Rate
: $129.00 single/double occupancy


HOTEL

The Westin Indianapolis is ideally located in the heart of the city.  It is connected via covered sky-bridge to the Indiana Convention Center, RCA Dome and Circle Center Mall, which boasts hundreds of specialty shops, restaurants and attractions for any need. The hotel is within a short walk of Conseco Field house, Victory Field, The NCAA Hall of Champions and nearby to many of Indianapolis' most prestigious companies.

The hotel is perfect for any size and type of group event or convention, but yet small enough to be intimate and romantic. Westin's Heavenly Guestroom experience combined with the hotel's outstanding reputation for service and quality will make you feel pampered, yet productive. And as of January 3, 2006, the hotel became 100% non-smoking.

Guest Room and Hotel Amenities  
Spacious guest rooms with modern décor foster an environment sure to provide comfort and rest. You can stay productive with High Speed Internet Access in all rooms, Dual-line phone, and a large desktop workspace.   Guests are pampered with The Heavenly Bed®, terry cloth bathrobes, in-room coffee and Westin's signature one-touch Service Express. Prepare to be impressed.  The Westin Indianapolis is your home or office away from home

Other Amenities:
High-speed Internet access in all guest rooms (charge)
Dual-line speaker telephone
Data Port
Voicemail
Cable Channels
Work Desk
Fax/Copier/Printer
Westin WORKOUT® Room
TV with Remote Control
The Heavenly Shower/Bath
Westin's Guest Office® Room
24-Hour Room Service
Maid Service
Grab Bars in Bathroom
Refrigerator
Iron/Ironing Board
Hairdryer
Handicap Accessible Room

All scheduled educational events will take place at The Westin Indianapolis, 50 South Capitol Avenue, Indianapolis, IN 46204. Registrants can reach the hotel at (317) 262-8100.  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 to ensure availability and rate.  Reservations by telephone, fax, email or on-line will be accepted.  The group’s room block will be released on May 22, 2006.  All reservations received after this date will be reserved on a space available basis at the group rate.  AAA’s preferred room rate is $129.00 per room per night plus tax (currently 12%) for single/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 Indianapolis.

PRE-CONFERENCE FLY-INS
Optional Offerings

Accounting Technology Administrator Fly-In
The Association for Accounting Administration offers a Special Interest Group (SIG) and is again offering a one-day program designed specifically for this group of professionals and those with interest. The SIG is for Accounting Technology Administrators otherwise known as CPA Firm Network Administrators and Firm Administrators responsible for managing technology within their accounting firm. This SIG will help ATAs effectively manage technology in the firm and provide networking opportunities.

The one-day program will be held on Tuesday, June 20, 2006 in conjunction with the AAA 2006 Practice Management Conference. This interactive program for the profession will be led by Roman H. Kepczyk of InfoTech Partners North America and Trey James of the Xcentric, the ATA Fly-In’s sponsor.

Roman is also an AAA Advisory Board member and one of the profession’s leading authorities on firm technology issues.

This year’s session will focus on CPA Firm Technology Best Production Practices for the firm and go into detail on specific tax, audit, and administrative processes with discussion time allocated specifically to discuss vendors and participant issues.  The second portion of the program will focus on IT Governance, which will include IT policies and procedures, document retention and security, as well as discussions on staffing and training best practices and resources.

Participants will receive a listing of all participants to use for further networking, an executive summary of the session and a complete listing of tools and web resources for ATAs. Registrants will be encouraged to send questions before the session to ensure all subjects of importance are covered. Discounted registration fees are available for SIG members and Conference registrants and all ATA Fly-In registrants are invited to sessions and meals on Wednesday, June 21 for an additional fee to further open discussions on topics of interest (excluding the AAA Artsgarden Evening Out).

Human Resources Fly-In
The Association for Accounting Administration is offering a one-day program designed exclusively for the accounting firm human resources professional. The one-day program will be held on Tuesday, June 20, 2006 in conjunction with the AAA 2006 Practice Management Conference and will afford both the opportunity for CPE as well as re-certification credits for HRCI.  

Denny Faurote, founder of The Faurote Group and one of the country’s most highly-regarded human capital consultants and trainers will lead the session.  Designed to be very interactive and focus on topics of leadership, succession planning, communication, emotional intelligence, retention, and employee development and motivation, the session will also include open discussions to identify best practices. 

Participants will receive a listing of all participants to use for further networking, an executive summary of the session and a complete listing of tools and resources for accounting firm human resources professionals. Registrants will be encouraged to send questions before the session to ensure all subjects of importance are covered. Discounted registration fees are available for Conference registrants and all HR Fly-In registrants are invited to sessions and meals on Wednesday, June 21 for an additional fee to further open discussions on topics of interest.

 
SCHEDULE-AT-A-GLANCE
Monday, June 19, 2006
7:30 a.m. – 5:00 p.m. CPA Firm Association Meetings
12:00 p.m. – 6:00 p.m.

GMN Enterprises Meeting
Contact Adelaide Sisk at GMN Enterprises for more information

Tuesday, June 20, 2006
7:30 a.m. – 5:00 p.m. CPA Firm Association Meetings
7:30 a.m. - 4:00 p.m.
Pre-Conference Technology Fly-In
Led by Roman Kepczyk, InfoTech Partners North America and Trey James, Xcentric    
7:30 a.m. - 4:00 p.m. Pre-Conference Human Resource Fly-In
Led by Denny Faurote, The Faurote Group
12:00 p.m. – 6:00 p.m.
Conference Registration
Cyber Café Open
4:15 p.m. Transportation Departs for First Timer's Forum
Forum held at local CPA firm, Katz, Sapper & Miller
Must be pre-registered
4:45 p.m. - 5:45 p.m First Timer’s Forum
Led by Virginia Lowery, Illinois Agricultural Auditing Association and Rita Keller, Brady Ware   
Conducted at Indianapolis firm of Katz, Sapper & Miller
6:00 p.m. – 7:00 p.m.
Welcome Reception with Our Vendors

Wednesday, June 21, 2006
6:15 a.m. Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
7:00 a.m. – 5:00 p.m. Conference Registration with Our Vendors
Cyber Café Open
7:30 a.m. – 8:30 a.m.

A.C.E. Award Winner's Breakfast
Moderated by Don Scholl, D.B. Scholl, Inc.

8:45 a.m. – 9:15 a.m. Opening with A.C.E. Award Presentation
Gary Bolinger, Indiana Society of CPAs
CPA Practice Management Forum and the Association for Accounting Administration
9:15 a.m. – 10:30 a.m.
Succeeding in a Flat World
By August J. Aquila, PhD, The Growth Partnership
10:30 a.m. – 10:45 a.m.

Refreshment Break with the Vendors
10:45 a.m. – 12:15 p.m. BREAKOUT SESSIONS BY FIRM SIZE
(A) <25 People
(B) 26-40 People
(C) 41-75 People
(D) 76-100 People
(E) 101+ People
(F) Multi-office
(G) Technology for the IT Person

12:15 p.m. – 1:30 p.m.

LUNCH & LEARN
Designed for participants to remain in same groups as Breakout Sessions by Firm Size to continue discussions.
(H) <25 People
(I) 26-40 People
(J) 41-75 People
(K) 76-100 People
(L) 101+ People
(M) Multi-office
(N) Technology for the IT Person
1:30 p.m. – 3:00 p.m. BREAKOUT SESSIONS

(O)Execution - The Forgotten Discipline

(P)10 Ideas That Really Work to Recruit and Retain Staff

(Q)Movin’ On Up: How to Find, Get and Keep More ‘A’ Level Clients

(R)Developing an IT Plan

By August J. Aquila, PhD, The Growth Partnership

By Steve Erickson, Steve Erickson, LLC

By Michael T. Platt, MBA, The Leadership Coalition

By Roman Kepczyk, InfoTech Partners North America

3:00 p.m. - 3:30 p.m. Refreshment Break with the Vendor
3:30 p.m. - 5:00 p.m.

CPA Firm Leadership: Are You Ready for the Future?
By Steve Erickson, Steve Erickson, LLC

5:40 p.m. Meet in the lobby for a short walk to the Indianapolis Artsgarden
6:00 p.m. - 9:30 p.m.
AAA Night at the Artsgarden
An evening with dinner and entertainment

Thursday, June 22, 2006

6:15 a.m. Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
7:00 a.m. – 5:00 p.m. Registration with the Vendors
Cyber Café Open
7:30 a.m. – 8:30 a.m.

VENDOR CONTINENTAL BREAKFASTS
Structured as discussion groups with various vendors

8:45 a.m. - 10:15 a.m.

Management on Purpose Instead of by Accident
By Bill Reeb, Winters and Reeb, PLLC
10:15 a.m. – 10:30 a.m.

Refreshment Break with the Vendors
10:30 a.m. - 12:00 p.m.

BREAKOUT SESSIONS

(S)Building Your Asset as a Firm Administrator: A Personal Focus

(T)Turbo-Charging Lead Generation

(U)Risk Management Updage: Potential Litigation Exposure

(V)Becoming a Manager of Choice: Five Distinguishing Competencies

By Rita Keller, Brady, Ware & Schoenfeld and Bill Leach, Katz, Sapper & Miller

By Gale Crosley, Crosley + Company

By Steve Vono, NAPLIA

By Nancy Ahlrichs, SPHR, EOC Strategies, LLC

12:00 p.m. - 1:30 p.m. Luncheon with Bill Brooks, Indianapolis Colts
1:45 p.m. - 3:15 p.m. BREAKOUT SESSIONS

(W)Building Your Asset as a Firm Administrator: Focus on the Firm

(X)Succession Planning: The Key Factors

(Y)Managing Media Relations: External Communications

(Z)Developing Employees of Choice: Reigniting Performance in Longtime Staff

By Rita Keller, Brady Ware and Bill Leach, Katz, Sapper & Miller

By Bill Reeb, Winters and Reeb, PLLC

By Julie Lindy, INSIDE Public Accounting

By Nancy Ahlrichs, SPHR, EOC Strategies, LLC

3:15 p.m. - 3:30 p.m

Refreshment Break with Our Vendors
3:30 p.m. - 5:00 p.m.
Creating a Growth Culture
By Gale Crosley, Crosley + Company
5:15 p.m. - 6:30 p.m.

AAA Chapter Officer's Meeting 
All current and potential chapter leaders welcome

Evening Evening On Your Own

Friday, June 23, 2006
7:00 a.m. - 12:00 p.m.

Registration with Our Vendors  
Cyber Café Open

7:30 a.m. - 8:30 a.m. Breakfast with AAA Annual Business Meeting
8:45 a.m. - 11:45 a.m.

Humor Boot Camp: A Training
By Darren LaCroix, The Humor Institute, Inc.

10:30a.m. - 10:45 p.m.
Refreshment Break with the Vendors
11:45 a.m. – 12:00 a.m. Conference Closing
No advanced preparation or prerequisites are required for any of these courses.
SCHEDULE
Monday, June 19, 2006
7:30 a.m. – 5:00 p.m. CPA Firm Association Meetings
(schedules to be determined)
Tuesday, June 20, 2006
7:30 a.m. – 5:00 p.m. CPA Firm Association Meetings
(schedules to be determined)
7:30 a.m. - 4:00 p.m.
ATA Fly-In Sponsored by Xcentric


ACCOUNTING TECHNOLOGY ADMINISTRATOR’S FLY-IN
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 7

By request, we are bringing back Roman Kepczyk of InfoTech Partners North America to preside over AAA's third Technology Fly-In along with Trey James from the Xcentric, the session’s sponsor.  This year’s session will focus on CPA Firm Technology Best Production Practices for the firm and go into detail on specific tax, audit, and administrative processes with discussion time allocated specifically to discuss vendors and participant issues.  The second portion of the program will focus on IT Governance, which will include IT policies and procedures, document retention and security, as well as discussions on staffing and training best practices and resources.

Plan to extend your stay and join participants on Wednesday in sessions specifically designed for those involved in technology for an additional fee of only $100. (ATA Fly-In registration includes the Tuesday evening Welcome Reception).

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.

  7:30 a.m. – 8:30 a.m.    
ATA Fly-In Continental Breakfast and Registration

Refreshment Break Sponsored by
Mize Houser & Co.

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

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 a member of the AICPA's PCPS Executive Committee and the past Chairman of the AICPA’s Information Technology Executive Committee.  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.

Lunch Sponsored by
Taylor Made Software



11:30 a.m. - 1:00 p.m.   
ATA Fly-In Networking Lunch
Refreshment Break Sponsored by
CPA Technology Advisor
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
7:30 a.m. - 4:00 p.m.

HUMAN RESOURCE FLY-IN
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 7
HRCI Approved: 7 credit hours

AAA is bringing Denny Faurote with The Faurote Group to this year’s event with a full-day focus on human resources.  This session will be very interactive and focus on topics of leadership, succession planning, communication, emotional intelligence, retention, and employee development and motivation.  This session will include open discussions to identify best practices. 

Plan to extend your stay and join participants on Wednesday in sessions specifically designed for those involved in firm management and human resource management for an additional fee of only $325. (HR Fly-In registration includes the Tuesday evening Welcome Reception).

7:30 a.m. – 8:30 a.m.    
HR Fly-In Continental Breakfast and Registration

8:30 a.m. - 11:30 a.m.   
HR Fly-In Session I
Led by Denny Faurote, The Faurote Group

Founder of The Faurote Group, Denny is a highly-regarded Human Capital Consultant and trainer. Over the years he has provided business advising, counseling, training, and coaching to a vast array of high-profile organizations…and high-profile organizational leaders. His industry expertise covers a broad spectrum: state, regional, and national conventions for a variety of enterprises; corporations; non-profits; universities; entrepreneurs; sales organizations; and, professional services firms. The Faurote Group specializes in providing organizations with solid practical information for leadership effectiveness, employee productivity, and organizational success by inspiring individual achievement.

For more than a decade, he provided client service and human resource direction within the international professional services firm, Deloitte. Under Denny’s leadership a key practice office was recognized as the #1 HR operation in the worldwide firm for several years.

Denny delivers results that inspire employees, teams, and executives to a much higher level of performance. He brings a unique combination of life experience and business knowledge that connects with his audiences.

Denny is a graduate of Ball State University. He serves on the faculty of Indiana University’s Kelly School of Business, conducts leadership conferences for other universities across the country, and is very active in community affairs. In addition, over the last three years, Denny has been recognized by the Indiana CPA Society including being named the Outstanding CPA in Business and Industry in 2002 and the Outstanding Discussion Leader in 2002, 2003 and 2004.

11:30 a.m. - 1:00 p.m.   
HR Fly-In Networking Lunch

1:00 p.m. - 4:00 p.m.    
HR Fly-In Session II
Led by Denny Faurote, The Faurote Group

12:00 p.m. – 6:00 p.m.
Name Badges Sponsored by Olson & Company



Gifts Sponsored by
CAMICO

Cyber Café Sponsored by
CPA Technology Advisor


CD Proceedings Sponsored by
Golden Marketing, Inc.

Conference Registration
Cyber Café Open
4:45 p.m. - 5:45 p.m
(Transportation departs at 4:15 p.m.)
First Timer’s Forum at the Offices of Katz, Sapper & Miller
By Virginia Lowery, Illinois Agricultural Auditing Association and Rita Keller, Brady Ware
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 1

If this is your first AAA Practice Management Conference, or first in several years, you are encouraged to participate in this lively and interactive session designed to help facilitate your conference experience. Spend time learning the ins and outs of the AAA National Practice Management Conference.  This year, the local firm of Katz, Sapper & Miller has offered to host the First Timer’s Forum, providing a tour of their offices in addition to the presentation. Veteran attendees Virginia Lowery and Rita Keller will take a fresh approach to adding value to the annual event while providing tips to receive the maximum return on your personal and firm investment.

6:00 p.m. – 7:00 p.m.
Welcome Reception with Our Vendors
Set the Pace . . .

Join other Conference participants for an evening of networking and fun. The evening will set the pace for the next three days of excitement with hor d’oeurves and a cash bar. 

Wednesday, June 21, 2006
6:15 a.m. Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
Join other attendees for a relaxing walk through some of downtown Indianapolis’ most interesting surroundings.  Time will be provided to freshen up before sessions begin.  Meet in the main lobby of the hotel.
7:00 a.m. – 5:00 p.m. Conference Registration with Our Vendors
Cyber Café Open
7:30 a.m. – 8:30 a.m.

A.C.E. Award Winner's Breakfast
Moderated by Don Scholl, D.B. Scholl
Program Level: Overview
NASBA Field of Study: Management
CPE Credit: 1

Previous A.C.E. Award recipients will take questions from the audience and provide realistic and applicable advice.  Hear what earned these award winners the distinction of A.C.E. Award recipient and find out how they’ve grown since. The format is designed as an open and interactive forum.

8:45 a.m. – 9:15 a.m. Opening with A.C.E. Award Presentation
Gary Bolinger,Indiana Society of CPAs CPA Practice Management Forum and Association for Accounting Administration

A welcome by the Indiana Society of CPAs will be followed by the announcement of the 2006 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.
9:15 a.m. – 10:30 a.m.
Sponsored by
Commercial Logic


Succeeding in a Flat World
By August J. Aquila, PhD, The Growth Partnership
Program Level: Intermediate      
NASBA Field of Study: Management
CPE Credit: 1.5

Thomas Friedman’s The World Is Flat paints a picture of upheaval and opportunities for companies and workers throughout the world. How do the trends facing the accounting profession factor into a “flat world” and more importantly what can you do to make yourself irreplaceable in your firm?

Modern technology has created a platform where intellectual work and intellectual capital can be done anywhere in the world an d delivered locally. Find out what firms, employees and clients will demand in the future and how you will be able to help your firm meet those demands.

Accounting Today has described August Aquila as one of the accounting profession's key strategic thinkers. The AICPA has written, "August J. Aquila is one of the country's leading consultants and authorities in the areas of profit improvement, new business development, strategic marketing planning, and management issues for CPA firms." In 2003 August was inducted into the Accounting Marketing Association Hall of Fame and in 2004 he was listed as one of the Top 100 Most Influential People in The Accounting Profession by Accounting Today.

With 24 years of management and consulting experience in the accounting profession, he has consistently held cutting-edge positions. He was the first Director of New Business Development recruited by Coopers & Lybrand (Chicago) and became the first Group Director of Marketing. He became the first non-CPA marketing director in the United States to achieve an equity position in a top 50 CPA firm.

He was an owner and Senior Vice President of the Practice Development Institute (PDI Global) and was a leading force in the accounting profession's consolidation movement in th e 1990s at American Express.

He is now the Director of Practice Management Consulting for The Growth Partnership, Inc., a full-service consulting, marketing and training organization dedicated to helping CPAs improve the effectiveness of the practice management and practice development functions. John Wiley & Sons published his latest book, Client at the Core: Marketing and Managing Today's Professional Services Firm, in July, 2004.

10:30 a.m. – 10:45 a.m.
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
HRCI Approved: 1.5 credit hours

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 Conference 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) Multi-office
(G) Technology for the IT Person
* Designed for those attending the ATA Fly-In

12:15 p.m. – 1:30 p.m.

LUNCH & LEARN
Program Level: Basic
NASBA Field of Study: Management
CPE Credit: 1
HRCI Approved: 1 credit hour

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.

(H) <25 People
(I) 26-40 People
(J) 41-75 People
(K) 76-100 People
(L) 101+ People
(M) Multi-office
(N) Technology for the IT Person
* Designed for those attending the ATA Fly-In
1:30 p.m. – 3:00 p.m. BREAKOUT SESSIONS
  (O) Execution – The Forgotten Discipline
By August J. Aquila, PhD, The Growth Partnership
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5

Most CPA firms and businesses in general fail to execute their strategic plan because they lack basic disciplines. Furthermore, most leaders and employees don’t really know the one or two key things they need to achieve to help the firm succeed.

This session will teach you the four basic disciplines to flawless execution.

  • Develop and focus only on wildly important goals
  • Create and post a scoreboard so everyone knows how the team is doing
  • Plan and take weekly actions to move goals forward
  • Report, reengage and recommit regularly
(P) 10 Ideas That Really Work to Recruit and Retain Staff
By Steve Erickson, Steve Erickson, LLC
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5
HRCI Approved: 1.5 credit hours

Virtually every CPA firm is experiencing a shortage of qualified personnel. Steve Erickson will share ideas and techniques with you that will enable your firm to become the “employer of choice” in your market.

  • Recruiting programs that will separate you from the pack
  • How to hire the right people for your firm
  • Make your staff volunteers
  • What really motivates your staff
  • Retention methods and programs
(Q) Movin’ On Up: How to Find, Get and Keep More ‘A’ Level Clients
By Michael T. Platt, MBA, Management and Marketing Consultant

Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5

It’s time to start looking at marketing and practice development for the firm of the future in a whole new light. This session will guide participants through the processes, and provide the specific tools and techniques necessary, to most effectively influence and implement strategies to help their firm find and keep more “A” level clients.

Since 1980, Michael Platt’s career has focused on improving the operations of small businesses, membership organizations, and professional services firms all over the country.

Over a 20 year period—five with the U.S. Chamber of Commerce and 15 as an association executive serving over 50 U.S. CPA firms—Mike assisted hundreds of business owners on diverse matters including management, marketing, technology, human resources, and the research and development of new product/service lines. Looking for ways to expand the best practices and idea sharing communities with which he has been involved, in 1999 Mike established AccountingWEB Inc. – a Web-based news and information service for financial professionals. This development led to Mike being named as one of the "Top 100 Most Influential People of 2000" by Accounting Today. AccountingWEB, over 70,000 members strong, is now considered a premier Internet portal for the accounting profession.

Mike now serves as a consultant to the accounting profession as a founding partner of The Leadership Coalition, a consortium of experts helping professional services firms grow more effectively. He holds a Masters Degree in Business Administration from George Washington University, with a concentration in Marketing.

Session sponsored by
www.interwoven.com

(R) Developing an IT Plan
By Roman Kepczyk, InfoTech Partners North America
Program Level: Basic
NASBA Field of Study: Management
CPE Credit: 1.5

Technology has become an integral part of every firm's production processes and the best firms view it as one of their most critical strategic assets.  Learn the process to strategically integrate today's best technology practices from a consultant that focuses exclusively on technology management for CPA firms.  This session will talk about optimizing your implementation team, walk through the development of a comprehensive plan that enforces accountability, and examples of how to optimally budget for your firm's future.

3:00 p.m. - 3:30 p.m.
Sponsored by
The Michigan Chapter of AAA
Refreshment Break with the Vendor
3:30 p.m. - 5:00 p.m.

CPA Firm Leadership: Are You Ready for the Future?
By Steve Erickson, Steve Erickson, LLC
Program Level: Overview
NASBA Field of Study: Management
CPE Credit: 1.5
HRCI Approved: 1.5 credit hours

CPA firms are currently dealing with rapid changes in technology, a changing workforce and increased compliance and accountability due to changing laws and regulations.  These dynamics will have a significant impact on how CPA firms will be structured and lead in the future.  This session will discuss ways for CPA firm leaders to prepare for what lies ahead.

  • Using new CPA firm structures
  • Solving the succession issue
  • Developing more efficient service delivery models
  • Leadership development plans that really work
  • Management and governance considerations
  • Hiring and staffing using a changing workforce

Steve Erickson is a nationally recognized consultant to accounting firms. He specializes in resolving the partner and people issues that limit the success of professional service firms.  Using a hands-on and results-oriented approach, he helps firms to identify, establish and achieve their goals.

Steve’s personal passions are coaching and mentoring those who manage accounting practices to achieve organizational goals through personal development. He helps firms identify goals, develop leadership among firm members, and continuously and assertively move toward goal achievement and firm success.

As a former managing partner of a large accounting firm, Steve knows how to work with firms as a consultant to achieve long-term results. He has over 30 years of experience dealing with the challenges facing public accounting firms. In September of 2004, Steve was named one of the Top 16 Consultants in the country.

6:00 p.m. - 9:30 p.m.
AAA Night at the Artsgarden
Dinner and entertainment will take place at the Indianapolis Artsgarden.  Groups will depart from the hotel lobby at 5:40 p.m. for the brief walk.  See Activities section of this information for more details.

Thursday, June 22, 2006

6:15 a.m. Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America

Join other attendees for a relaxing walk through some of downtown Indianapolis’ most interesting surroundings.  Time will be provided to freshen up before sessions begin.  Meet in the main lobby of the hotel.

7:00 a.m. – 5:00 p.m. Registration with the Vendors
Cyber Café Open
7:30 a.m. – 8:30 a.m.
Sponsored by
Doc It



CCH


VENDOR CONTINENTAL BREAKFASTS
Program Level: Overview
NASBA Field of Study: Management
CPE Credit: 1

This breakfast will be structured as discussion groups with various vendors.

8:45 a.m. - 10:15 a.m.

Management on Purpose Instead of by Accident
By Bill Reeb, Winters and Reeb, PLLC
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5
HRCI Approved: 1.5 credit hours

Most managers are promoted because they are good technicians or very detailed in their approach to work. Many managers often find themselves not only working harder, but disappointed with the production of those who report to them. This session focuses on what individuals need to do to become a better manager, approaches that should help to avoid the most common pitfalls, as well as techniques to consider to motivate the manager as well as those he/she works with. This session also looks at how accountability, incentive systems and strategy all have to holistically be integrated to achieve maximum effect.

Bill Reeb has been consulting for over two decades, primarily in the areas of organization, automation, and revenue generation. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986.

As an award-winning public speaker, Bill lectures to thousands of executives and CPAs each year. As an award-winning author, Bill is internationally published, with around 200 columns and articles on a variety of management topics to his credit. Besides being published by various magazines, journals and newspapers, his newest book, published in July of 2005 by PCPS/AICPA, is titled Securing the Future: Building a Succession Plan for Your Firm. Bill has also written three editions of his first book, called Start Consulting; How to Walk the Talk, published by th e AICPA in the U.S. and by the Certified General Accountants (CGA) in Canada.

Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs three times.

10:15 a.m. – 10:30 a.m.
Sponsored by the
Minn-Dak Chapter of AAA

Refreshment Break with Our Vendors
10:30 a.m. - 12:00 p.m.

BREAKOUT SESSIONS

 

(S)  Building Your Asset as a Firm Administrator: A Personal Focus
By Rita Keller, Brady Ware and Bill Leach, Katz Sapper & Miller
Program Level: Basic
NASBA Field of Study: Management
CPE Credit: 1.5
HRCI Approved: 1.5 credit hours

Whether you are new to firm administration or new to the CPA world, you will benefit from this session filled with practical advice on building your career as a successful firm administrator.  This session is designed for professionals with less than four years of experience managing an accounting practice. Two of the countries best-known and most experienced CPA firm administrators will take you on a journey to building your own personal asset as a firm administrator.  They will help you answer the following questions and much, much more!

* What tools and resources will you need on your journey?  * What obstacles will you encounter? 
* What does it take to truly become the "go to" person in your firm?
* There are high expectations - have you identified them?
* How will you meet and surpass them?

Rita Kelly joined Brady Ware in 1978 and became a Director in 1995.  She serves as the firm’s Chief Operating Officer and is nationally known for her expertise in CPA firm management.  She is responsible for firm operations, including administration, human resources, marketing, technology, training and internal accounting.

Through Brady Ware’s Solutions for CPA Firm Leaders group, Rita works with leaders of 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 serves on the Ohio CPA Society Committee of 50, the AICPA Staffing Task Force and the advisory board of CPA Managing Partner Report. She is also a member of the New Horizon Group, an elite group of business advisors who focus on management of accounting practices world-wide.

Nationally recognized as a facilitator, speaker and author, Rita has been featured at numerous CPA conferences and in many CPA publications, including the Journal of Accountancy. She was included in Accounting Today’s elite listing of Top 100 Most Influential People in 2005.

Bill Leach is a Principal of Katz, Sapper & Miller and has served as Firm Administrator of KSM for over 27 years. He is responsible for all administrative aspects of the firm, with particular emphasis in human resources, billings and collections, KSM’s financial matters and facilities management. Prior to joining KSM, he was Executive Vice President of an Indianapolis engineering firm, and a member of the U.S. Marine Corps, serving two tours of duty in the Republic of Vietnam. Bill, a non-CPA administrator, was named a Principal of Katz, Sapper & Miller in 1985. In addition to KSM’s management, he provides consulting services to clients seeking expertise in the areas of Human Resource Management, Relocation and Space Utilization and other management issues.

(T) Turbo-Charging Lead Generation
By Gale Crosley, Crosley + Company
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5

Your CPAs constantly struggle with efficiently producing enough leads to grow the practice, while delivering quality work. How can you help them achieve this? Not through suggesting Chamber of Commerce lunches! Yesterday’s tactics don’t work well in today’s competitive environment. This session will teach participants how the right internal processes can encourage the best external activities to drive leads in your firm.

(U) Risk Management Update: Potential Litigation Exposure
By Steve Vono, North American Professional Liability Insurance Agency
Program Level: Basic
NASBA Field of Study: Management
CPE Credit: 1.5

This presentation will focus on identifying the key trends in Accountants Professional Liability Insurance and will provide beneficial tactics to assist firms in avoiding potential claims and exposures.

Stephen Vono is one of the founding owners of North American Professional Liability Insurance Agency, LLC ( NAPL IA ), an independent agency specializing in providing professional liability insurance.  As an independent agency, NAPLIA is an advocate in the industry and has been instrumental in designing, implementing, and providing the professional liability policies to over 10,000 accounting professionals.

Mr. Vono has worked in professional liability for 11 years and has advocated for and advised accounting firms on Risk Management issues.   

(V) Becoming a Manager of Choice: Five Distinguishing Competencies
By Nancy S. Ahlrichs, SPHR, EOC Strategies, LLC
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5
HRCI Approved: 1.5 credit hours
           
Every organization is focused on profitability and uncovering the business "truths" that will help them to more easily achieve strategic goals. One of those "truths" is that becoming an "Employer of Choice" has a positive financial impact-but it cannot be a standalone strategy. There are no Employers of Choice (EOCs) without Managers of Choice (MOCs). Managers are the implementers of "Employer of Choice" practices.
     
Four issues are tops for this decade: retention of talent, attraction of talent with critical skills, improved workplace performance and building workforce skills. One size fits all management approaches will no longer be effective because "the new rule of motivation is 'everyone is different'."
     
Participants in this session will learn about Employer of Choice Foundation Strategies, the definition of a "Manager of Choice," the business case for becoming a Manager of Choice, and strategies and tactics to become a "Manager of Choice" including the five competencies that will make them less stressed and more successful.

Nancy Ahlrichs is a national speaker, author and columnist. She has spoken to more than 300 audiences and management teams in utilities, insurance, healthcare, high tech, legal, banking, government and other fields in the past five years using her 25 years of experience in human resources, marketing, and management.
                                               
Her books, Manager of Choice and Competing for Talent: Key Recruitment and Retention Strategies for Becoming an Employer of Choice, are available through major bookstores and www.amazon.com. She is also a contributing author for On Staffing, an edited volume by Wiley & Sons.
     
Nancy is active in a variety of community and professional organizations, and was recently named a "Distinguished Hoosier" for her service to the State of Indiana by the late Governor Frank O'Bannon.

12:00 p.m. - 1:30 p.m. Luncheon with Bill Brooks, Indianapolis Colts
Currently the Executive Director of Administration for the Indianapolis Colts, Bill Brooks began his professional career as a football player with Boston University before making his presence felt in the National Football League as one of the most impressive rookies in Colts history, setting team rookie records in catches, yards and touchdown receptions and being named 1986 AFC Rookie of the Year..

Bill Brooks Indianapolis Colts 1988 Bill caught 65 passes for a career-high 1,131 yards and eight touchdowns that season, leading the Colts in receiving yards and touchdowns. He would play seven seasons for the Colts and is one of two Colts players in the team’s Ring of Honor before joining the Buffalo Bills where he played in the Super Bowl and set several Bills records. He concluded his 11-year playing career with the Redskins in 1996 and the following year, returned to the Colts as the Director of Community Development and Player Relations.

He is now in his second year as the team’s Executive Director of Administration where one of his duties is to be a liaison between the community and the organization. Participants will find out if there are similarities between a CPA firm Director of Administration and that of the Indianapolis Colts’ Director of Administration.

1:45 p.m. - 3:15 p.m. BREAKOUT SESSIONS
 

(W)  Building Your Asset as a Firm Administrator: Focus on the Firm
By Rita Keller, Brady Ware and Bill Leach, Katz Sapper & Miller
Program Level: Basic
NASBA Field of Study: Management
CPE Credit: 1.5
HRCI Approved: 1.5 credit hours

This second session for new administrators will explore the increased expectations for firm administrators to take on a high-level, leadership role in the firm's long-term success.  Not only must they develop and facilitate efficient administrative work processes within the firm, they must also facilitate first-class technology plans, enable the firm to identify, hire and effectively manage the future leaders of the profession, inspire "knock-your-socks-off" client service and handle the responsibility of making sure the firm is ready "inside" for the growth that firms are experiencing from the "outside."  This session is designed for professionals with less than four years of experience in accounting firm management.

(X) Succession Planning: The Key Factors
By Bill Reeb, Winters and Reeb, PLLC
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5

This session will identify how organizations develop succession plans. Mr. Reeb will review exactly how to organize the planning process, how to manage the key factors, and tactics to complete the project after the initial direction has been established. In addition, this session will focus on common pitfalls encountered, how to minimize the impact of power-players, what you should do to continue the energy and synergy generated by the initial plan, and much more. You'll leave knowing what you need to do to work on succession planning within your organization.

(Y) Managing Media Relations: External Communications
By Julie Lindy, INSIDE Public Accounting
Program Level: Overview
NASBA Field of Study: Management
CPE Credit: 1.5

Unravel the mystery of the media. How can you maximize positive coverage for your firm while minimizing the negative? Why does some news make it on to the published page and other news doesn't? Learn the do's and don'ts for dealing with and influencing media coverage of your firm. An editor experienced in both daily newspapers and accounting trade publications gives you an inside look at the decision-making and thought processes that go into news decisions and the role you and your firm play in creating and maximizing media coverage.

Julie Lindy is the editor of INSIDE Public Accounting , published by Hudson Sawyer Professional Services Marketing, Inc . Before joining Hudson Sawyer in December 2002, she was managing editor of the Atlanta Bureau of Aspen Publishers, where she oversaw the day-to-day operations of Public Accounting Report, CPA Managing Partner Report, CPA Marketing Report, CPA Personnel Report and CPA Financial Services Advisor.

Julie led the IPA team to win a major journalism award within her first year at Hudson Sawyer – recognition for outstanding analytical reporting from the Newsletter & Electronic Publishers Foundation. Julie, who’s covered the accounting profession for a decade, also has won national journalism awards for her coverage of the Price Waterhouse/Coopers & Lybrand merger and the Arthur Andersen-Andersen Consulting breakup. She is the author and editor of the book, “Recruiting and Retaining Accounting Professionals,” and is frequently quoted in media such as Business Week, Time, Newsweek, The New York Times, The Wall Street Journal, Inc. magazine, CFO magazine and FastCompany

(Z) Developing Employees of Choice: Reigniting Performance in Longtime Staff
By Nancy S. Ahlrichs, SPHR, EOC Strategies, LLC
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5
HRCI Approved: 1.5 credit hours

Becoming an “Employer of Choice” is a wise strategy, but when long-term employees—and managers--confuse “loyalty” and attendance with performance and productivity, it will not become a reality. Today’s customers want customization on demand and speed of response while still requiring quality, efficiency and price from their service and product providers. Deliver only part of this equation and your competition will “eat your lunch.”
      
Senior management knows that the source of future profits will be innovation and creativity—but thin margins and changing demographics determine that more productivity will have to be provided by fewer full-time employees. This program will teach managers, administrators, and human resource professionals how to transform malicious obedience into much needed flexibility, creativity and discretionary effort.

3:15 p.m. - 3:30 p.m
Refreshment Break with Our Vendors

3:30 p.m. - 5:00 p.m.
Sponsored by
BizActions


Creating a Growth Culture
By Gale Crosley, CPA, Crosley + Company
Program Level: Intermediate
NASBA Field of Study: Management
CPE Credit: 1.5

More often than not, CPA firms rely on a few partners to generate business for the rest of the firm.  At some point in the firm’s history this approach not only sub-optimizes potential growth, but as rainmakers retire, poses a real threat to the ongoing revenue of the practice. Many firms focus on tactics like marketing communications, rather than on the processes and methodologies which will institutionalize and sustain long-term growth. Regardless of your firm’s sophistication, there’s always the next level of refinement that can fuel more efficient and effective growth. Let’s explore how you can continue to help build your firm- with models, processes, methodologies, and practice growth techniques.

Gale Crosley, CPA, was selected one of the Most Recommended Consultants by the INSIDE Public Accounting’s Best of the Best for both 2005 and 2004 Annual Survey of Firms. She is founder and principal of Crosley + Company, and has consulted with over 100 CPA firms on practice growth issues and opportunities. Her background includes a unique mix of experience with two Big Five CPA firms, and nearly 30 years in business development and senior management, including IBM and several small technology companies.

5:15 p.m. - 6:30 p.m.

AAA Chapter Officer's Meeting 

This session welcomes all current chapter officers and potential chapter leaders as well as individuals looking to organize a chapter in their area.  The session will review current procedures and offerings as well as provide an exchange of information between chapters regarding programs, benefits and success stories. Snacks and beverages will be served.

Evening Evening On Your Own

Friday, June 23, 2006
7:00 a.m. - 12:00 p.m.

Registration with Our Vendors  
Cyber Café Open

7:30 a.m. - 8:30 a.m.
Sponsored by
Lockhart Industries


Breakfast with AAA Annual Business Meeting

Start your Friday with a full breakfast buffet and participate in AAA's Annual Business Meeting.  Informal and informational, this breakfast session will begin your day on a positive note and help SET THE PACE for the second half of 2006.

8:45 a.m. – 10:30 a.m.
Sponsored by

CCH

Humor Boot Camp: A Training
By Darren LaCroix, The Humor Institute, Inc.
Program Level: Basic
NASBA Field of Study: Management
CPE Credit: 3
HRCI Approved: 3 credit hours

Do you or others at your firm give presentations? Think you don't?  Think again.  Just because speeches to large audiences, lectures to training classes, or "canned" new business pitches aren't regular calendar items for you doesn't mean you don't make presentations.  In fact, you do it every day. Every time you have a focused discussion in a business environment you're making a "presentation." It could be in a one-on-one conversation, in a staff meeting, a meeting with partners, a conference with clients, or a recruiting foray to a school or a job fair.  It could involve just one other person, or hundreds.  The only question is whether or not the presentation is effective--that is whether you achieve your communication objective. And you can't communicate if you don't get their attention.
           
One of the best ways to get and keep audience attention, be it one person or hundreds, is skillful use of humor. The operative word here is "skillful," because very few people know how to do it right in the business environment. And inept use of humor in business is walking figuratively into a minefield.
           
Darren LaCroix does know how to do humor right, and in a three-hour boot camp at the Conference he'll turn you from a raw recruit into a lean, mean funny machine. Some people may be "born funny," but Darren is living proof that humor can also be a learned skill. Do you know the “Rule of Three,” the triangle of laughter, or how to create a fascinating analogy to deliver a message? Darren's boot camp will teach participants how to create their own humor to “lighten up” presentations, making them more effective. Darren will lead the audience in discovering how humor works and dramatically speed up their progress from dull to droll. Anyone who ever plans on giving a presentation will walk away enlightened and entertained.

In 2001, Darren LaCroix outspoke 25,000 contestants from 14 countries to win the title, The World Champion of Public Speaking. Since that victory, Darren has traveled the world demystifying the process of creating a powerful speech. He has roused audiences in faraway places like Oman, Malaysia, and Taiwan with his inspirational journey from first-rate chump to first-class champ, proving anything is possible if you are willing to work for it.

Darren may have been "born without a funny bone in my body," but he possessed the desire to learn and the willingness to fail necessary to achieve his dream. The self-proclaimed "student of comedy" is living proof that humor is a skill that can be learned.

Darren interviewed CEOs and business owners who made humor part of their business plan, culling from their successful practices innovative principles that could be applied to any company. He developed an innovative technique of "customizing" humor that reveals the common frustrations and pet peeves about an organization, giving him ammunition that has audiences laughing down to their toes.

From the Boston Globe to Northwest Flight Magazine to the Los Angeles Times, Mr. LaCroix has been interviewed and quoted. Classic terms like Funsuckers - people in organizations that suck the fun out of everything- are quickly becoming part of pop corporate culture. "He's revolutionized the way we hold meetings," a client told BusinessToday.com.

His successful book, Laugh & Get Rich: How to Profit from Humor in Any Business, contains interviews with corporate executives who share his philosophy. Now translated into three languages, it is a mainstay on business bookshelves.

10:30 a.m. – 10:45 a.m.
Sponsored by the
Northeast Chapter of AAA
Refreshment Break with Our Vendors
10:45 a.m. – 11:45 a.m.     

Humor Boot Camp: A Training (continued)
By Darren LaCroix, The Humor Institute, Inc.

11:45 a.m. – 12:00 p.m.      Conference Closing

No advanced preparation or prerequisites are required for any of these courses.
TOPICS, SPEAKERS

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):

  • Succeeding in a Flat World
  • Breakout Sessions by Firm Size
  • Execution – The Forgotten Discipline
  • Movin’ On Up: How to Find, Get and Keep More ‘A’ Level Clients
  • Developing an IT Plan
  • Management on Purpose Instead of by Accident
  • Building Your Asset as a Firm Administrator
  • Turbo-Charging Lead Generation
  • Risk Management Update: Potential Litigation Exposure
  • Becoming a Manager of Choice: Five Distinguishing Competencies
  • Strategic Planning: From Retreat to Implementation
  • Managing Media Relations: External Communications
  • Developing Employees of Choice: Reigniting Performance in Longtime Staff
  • Creating a Growth Culture
  • Humor Boot Camp: A Training

The Association will feature speakers on various timely issues.  Plans are coming together for a fabulous conference 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 conference will kick off on Tuesday afternoon with a First Timer’s Forum hosted by local CPA firm, Katz, Sapper & Miller followed by a welcome reception that will help the Association Set the Pace for the balance of the week.  Following two-and-a-half days of breakout sessions and featured presentations for professionals managing accounting practices, the conference will conclude at noon on Friday with a program by nationally acclaimed speaker and coach, Darren LaCroix.

This year, AAA is again offering an Accounting Technology Administrator’s Fly-In on Tuesday, June 20, 2006 in addition to a concurrent all-day Fly-In for those with a concentration in human resources for CPA firms.  The offered Fly-Ins are separate from the Conference, but discounts for participation in both are available.

Resources to Complement Your Learning Experience!
Each full Conference registrant will receive one copy of all session handouts on compact disc 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. 

Certified Public Accountant
Continuing Professional Education (CPE) Credits

Select from more than 45 hours of CPE to earn up to 26 hours of credits at the AAA Practice Management Conference and ATA and HR Fly-Ins. Two-and-a-half days of sessions are offered during the meeting and a full day prior, with topics of interest to those in public accounting.  Attendees are responsible for determining their individual state’s requirements for CPE.

The Association for Accounting Administration is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417.  Web site: www.nasba.org

Upon course and evaluation completion, participants attending the 2006 AAA Practice Management Conference desiring CPE credit will earn up to 19 hours.  ATA and HR Fly-In attendees will earn up to 7 hours each. The Conference and Fly-Ins do not require advance preparation or prerequisites.

For more information regarding administrative policies such as complaint and refund, please contact the AAA National Office at (937) 222-0030.

HRCI Approved Courses
The Association for Accounting Administration is an Approved Provider of recertification credit hours for the Human Resources Certification Institute (HRCI).

This program (including the HR Fly-In) has been approved for 23 recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about PHR and/or SPHR certification or recertification, please visit the HRCI homepage at www.hrci.org.

ACTIVITIES

In addition to quality continuing education, unlimited networking opportunities will be available.  Tuesday evening will feature the Conference’s welcome reception with our vendors at the Westin Hotel.  This year the reception will help us Set the Pace for what lies ahead.

Wednesday evening, guests will participate in AAA’s Night at the Artsgarden.  The evening will be complete with networking, a delicious dinner and entertainment.  With a view too breathtaking to describe, unlimited networking, and entertainment that will keep you smiling until Independence Day, Conference registrants will be captivated – a night out you won’t want to miss.

The Venue
The opening of the Indianapolis Artsgarden in 1995 was a signature moment in the history of downtown Indianapolis. Debuting in unison with the completion of the Circle Centre Mall (a shopping center built atop older, existing structures), the Artsgarden's glass structure stood like a gateway to a new city. In the decade since, it has presented 4,000 free performances, exhibits and programs featuring over 17,000 performers and artists.

Besides the more than 350 exhibitions, performances and programs it presents each year, the Artsgarden was created to serve as a one-stop cultural concierge information service, providing the "who", "what", "where", "when" (and "how much"!) for all of the city's arts, entertainment and cultural events.

Owned and operated by the Arts Council of Indianapolis, the Artsgarden is a seven-story-tall glass enclosed structure featuring a spectacular view of the city of Indianapolis.  Located above the intersection of Washington and Illinois streets, it connects to the Embassy Suites complex and Circle Centre Mall, and is linked by the indoor skywalk to the Hyatt Regency, Canterbury, Omni, Westin and Marriott hotels, as well as the Indianapolis Convention Center and RCA Dome.

Visit www.indyarts.org/artsgarden.aspx for more information about the Artsgarden, and about the Arts Council of Indianapolis.

Heywood Banks, Comedian The Entertainment
The AAA Night at the Artgarden will feature nationally-recognized comedian, Heywood Banks.  His act is not the normal stand-up act of male-female relationship jokes and audience-member bashing. He intersperses his humorous observations of life with madcap songs containing hilarious lyrics and routines.

Dressed in a plaid jacket and wearing dark-rimmed glasses, he doesn't need off-color jokes to make people laugh. It is a show to which you can bring your kids or your grandmother.

Heywood has been featured:

  • In Rolling Stone magazine
  • In People magazine
  • He won first place in the Johnnie Walker Comedy Search Contest
  • Appeared on A&E’s “Evening at the Improv”
  • Appeared on MTV’s “1/2 Hour Comedy Hour”
  • Appeared on CNN’s “Hollywood Minute” and “Caroline’s Comedy Hour”
  • Appeared on Entertainment Tonight
  • Appeared on Showtime Comedy Club Network’s “Dr. Demento Show”
  • Appeared on the “12th Annual HBO Young Comedian’s Special with Paul Rodriguez”
  • Appears in the Harmony House television commercials
  • And many more . . .
SIGHTSEEING

What's a Hoosier?
That’s the question most asked by Indiana visitors.  No one seems to know exactly where the word “Hoosier” (hoo-zhur) came from but there are plenty of stories on its origin – 30 at last count.  Here are some of the more popular theories:

  • In 1851 Amelia M. Murray reported that she heard the name Hoosier originate when settlers shouted “Huzza!” when gaining victory over a marauding party from a neighboring state.
  • Hoosiers are well-known for their questioning and it is possible the nickname originated because they could not pass a house without pulling the latchstring and crying out “Who’s yere (here)?”
  • Kentucky contractor Samuel Hoosier hired Indiana workers to build the Portland canal at Louisville.  These superior laborers became known as “Hoosier’s Men” or “Hoosiers” and carried the nickname back north with them.  Unfortunately, no one has ever been able to prove the existence of Mr. Hoosier.
  • Before its use in America, Hoosier was used in England to refer to someone who lived in the hills or mountains.  It may be related to the French osier meaning someone from the countryside.  This term is still commonly used in Eastern Canada.
  • Indiana poet James Whitcomb Riley said the origin of the title “Hoosier” came from the pugnacious habits of the early settlers.  “They were vicious fighters . . . [and] frequently bit off noses and ears. This happened so often that a settler coming into the barroom after a fight would see an ear on the floor and ask, ‘Whose ear?’”

Today, the word is used to denote an Indiana native or resident.  Although the origin is uncertain, one thing is clear about the word – “Hoosier” and Hospitality go hand in hand.

In June, Indianapolis experiences an average high temperature of 71.9 degrees with an average of 3.99 inches of rain for the month.  When visiting the city, expect sunshine 2/3 of the time during the summer months.  For those hearing the stories about time zones and this great state – most of Indiana remains permanently on Eastern Standard Time without observing Daylight Savings Time.  However, 10 counties in the northwest and southwest observe Central Daylight Time.  In addition, five counties in the south and southeast unofficially observe Eastern Daylight Time.

It's no wonder you've been hearing about Indianapolis from your family and friends! It's a city that's perfect for those stretching their minds or muscles…offering big-city amenities in a convenient, easy-to-navigate package wrapped in a friendly, inviting atmosphere. Indianapolis…so easy to do so much.

The nation's 12th largest city has gone through a dramatic revitalization and a stunning renaissance that makes it a different place than it was just a decade ago. Indy is the perfect balance of cosmopolitan style and small-town charm that makes it a successful destination for leisure travel, conventions and group tours, catering to more than 18 million visitors a year.

Attractions Abound in Downtown Indy
Once you arrive, you'll find Indy to be a fresh and diverse cultural city with an enriching array of arts, attractions, historical sites and special events. Visit the Indiana Repertory Theatre for the best in professional theatre including comedies, dramas and musicals, both contemporary and classic, on two stages. Take a listen to the Indianapolis Symphony Orchestra while they move you with music at the Hilbert Circle Theatre. With a year-round performance schedule of 200 classical, pop and seasonal concerts, you can't miss it.

Let Indiana history and reverence stir your spirit. Monument Circle is home to the 284-foot Soldiers' & Sailors' Monument. Dedicated in 1902 and made of Indiana limestone, the Soldiers' & Sailors' Monument stands as a tribute to the Indiana servicemen who served in the Civil and Spanish-American Wars. Thirty-two stories up, an observation tower provides a panoramic view of the city skyline. Considered second only to Washington, DC in number of memorials, Indianapolis pays homage and respect to Medal of Honor recipients, fallen law enforcement and firefighters and Indiana servicemen and women who died in conflicts from the Civil War to Somalia. Indianapolis is also home to one of only 26 national monuments in the country. Situated on the east bank of the Central Canal, the USS Indianapolis Memorial recognizes those who died on the last U.S. ship to sink during World War II. Etched on one side is the story of the sinking with the names of all those who served on the other.

Please everyone in your party by visiting attraction-filled White River State Park. White River State Park, nestled in the heart of downtown Indianapolis, has cultural, educational and recreational activities to offer something interesting to each visitor. The Eiteljorg Museum of American Indians and Western Art is a showplace for the art, culture and history of the American West and its indigenous people. Indian Market, their signature outdoor event featuring works from more than 150 Native American artists from across the country, will be held June 25 and 26. Follow the journey of the student-athlete at the NCAA Hall of Champions. Through a variety of highly interactive displays and video presentations, visitors are able to see and hear athletes and coaches describe how they excelled in their respective sports.

Get back to nature at the Indianapolis Zoo and White River Gardens, where plants and animals are the main attraction. The nation's only accredited combined zoo, aquarium and botanical garden, it occupies 64 acres in White River State Park. The Indianapolis Zoo, divided into biomes, features nearly 4,000 animals and is home to the state's largest aquarium. White River Gardens gets two green thumbs up for its seasonal botanical shows, theme demonstration gardens and 5,000 square-foot conservatory filled with tropical plants. Explore Indiana's past, present and future through a variety of interactive exhibits at the Indiana State Museum. While there, get a first-hand account of the state's African-American history in the Legacy Theater where four themed performances stages provide a diverse cultural experience of black heritage in Indiana or see a larger-than-life movie at the IMAX theater.

More than $500 million in investments will come to fruition this year at several cultural institutions, including the grand opening of the expanded Eiteljorg Museum, Indianapolis Museum of Art, ArtsPark at the Indianapolis Art Center and the a new, one-of-a-kind dolphin experience at the Indianapolis Zoo.

Get your Cultural Kicks in Indy
Venture to outside of Indianapolis’ compact, convenient downtown and you'll find more of the same…exciting and educational attractions for visitors of all ages. Feast your eyes on paintings, sculptures, photographs and textiles from African, American, Asian and European collections at the Indianapolis Museum of Art (IMA), one of the largest general art museums in the United States. While on the IMA grounds, glimpse Indiana history and take a tour of Oldfields - Lilly House and Gardens museum home with eight restored and furnished historic rooms.

Plan to explore Conner Prairie, too. Each year, more than 320,000 people visit this 19th century (1836 and beyond) living history museum and frontier village where the past becomes the present. Experience authentic frontier activities, including a pioneer wedding celebration and baseball game or immerse yourself in 1886 with a Weekend on the Farm. In this 2- and 3-day program, experience life on a farm more than a century ago. Wake up in 1886 at a Victorian farmhouse, where life as you know it has disappeared! It's good, old-fashioned family fun…19th century style.

Speaking of families and fun, one cannot visit Indianapolis without frolicking at the Children's Museum of Indianapolis. The five-story museum houses 100,000 artifacts in 10 galleries that explore the physical and natural sciences, history, foreign culture and the arts. Many of the exhibits are interactive and participatory, encouraging hands-on learning. Take a ride on the turn-of-the-century carousel or get a great view of the stars at SpaceQuest Planetarium. Dinosphere, the museum's newest permanent exhibit, represents one of the largest displays of real juvenile and family dinosaur fossils in the United States and invites guests to experience the Cretaceous Period in a multi-level, multi-sensory, immersive environment that intrigues and educates visitors of all ages.

Racing Reigns Supreme in Indy
When it comes to racing, Indianapolis takes the checkered flag every time. Commonly referred to as the "Racing Capital of the World," Indianapolis hosts the two largest single-day sporting events in the world: the Indianapolis 500 and the Brickyard 400 and the largest Formula One race in the world, the United States Grand Prix. All held at the famed oval of the Indianapolis Motor Speedway, each race draws crowds from across the globe. Visit the Hall of Fame Museum on the grounds of the Indianapolis Motor Speedway to discover how the city's love affair with racing started, where it's been and where it's going.
Be part of more high-octane action at Indianapolis Raceway Park (IRP), just a few short miles from the Indianapolis Motor Speedway and home to the richest drag racing event in the world.

Sporting & Special Events Score Big
Racing is certainly not all Indy has to offer the sports-minded. The city boasts professional teams in most major sports including basketball, football and baseball. Enjoy America's favorite pastime with an incredible view of the downtown skyline with the Indianapolis Indians at Victory Field. Watch the NBA's Pacers or WNBA's Fever drive and score at Conseco Fieldhouse, a monument to Indiana's rich basketball tradition reminiscent of times gone by with the state-of-the-art capabilities for today. The NFL's Indianapolis Colts, AFC South Champions, take to the gridiron in the RCA Dome for high energy, adrenaline pumping excitement.

From sporting events to special events, Indianapolis hosts all kinds. In May, swells of people come to the city to participate and spectate during the 500 Festival, a series of fun and family-friendly events culminating in the running of the Indianapolis 500. Events include the Mini Marathon, Community Day at the Indianapolis Motor Speedway and the 500 Festival Parade. Arrive early and listen to the smooth sounds of the Indy Jazz Fest, June 16-18 in White River State Park.

Superb Shopping
Don't forget to take home your Indianapolis gift or souvenir. Explore the Circle Centre mall, where you'll find the state's only Nordstrom among 100 other specialty stores. Check out Indy's interesting cultural districts, including Massachusetts Avenue with its galleries, shops and one-of-a-kind restaurants. If antiques are what you're looking for, take a short drive southeast of downtown to Fountain Square, where you'll find more than 200 antique dealers in specialty stores and art galleries. Or browse the eclectic boutiques and vintage clothing shops of Broad Ripple Village and dine in one of their many restaurants, featuring a vast array of offerings from sandwiches to sushi to steak. Stroll the brick-lined streets of quaint and quiet Zionsville, located 20 minutes north of downtown Indianapolis, where more than 50 specialty shops and restaurants await.

Delectable Dining
Did someone mention food? Indy's diverse and abundant restaurant selection gives diners a lot to chew on, from familiar chain restaurants to exciting and surprising independent, local establishments. Tempt your taste buds with succulent steak or savory seafood. Travel around the globe without ever leaving the city with Indy's impressive variety of ethnic eateries, located all across town. Catch the big game on one of the many TVs at area sports bars and neighborhood pubs, many located in or near the hotel property. The nightlife in Indianapolis is as varied and vibrant as its other offerings. Relax in a cozy lounge while listening to cool jazz, get your groove on in a high-energy dance club or sip sophisticated concoctions in an upscale martini bar. Whatever your pleasure, Indianapolis promises to not go to sleep until you do!

Sites of Interest
In 2005, Indianapolis celebrated cultural, social and business convergence and began an effort to promote the city's cultural and social offerings while highlighting the continued improvements in business development. The new Indianapolis Museum of Art opened following a $74 million expansion and renovation, including additional gallery space, new events and entrance pavilions and a restaurant operated by Wolfgang Puck Catering.

The Eiteljorg Museum of American Indians and Western Art completed a 47,000 square foot expansion, adding the Mel and Joan Perelman Wing. The new wing expands the museum's exhibit space by 50 percent and includes three new galleries and a sculpture court.

The new Dolphin Adventure opened at the Indianapolis Zoo. A fully-submerged dome allows visitors a 360 degree view of the mammals. The Zoo also began offering an in-water experience, taking participants waist deep in the water and face to face with the dolphins.

Indianapolis hosted the NCAA Division I Women's Final Four at the RCA Dome for the first time.
Funding for a $900 million expansion of the Indiana Convention Center and a new multi-use stadium venue was approved. In August, groundbreaking took place on a new Indianapolis International Airport. Groundbreaking for a new stadium took place in September and plans call for completion in time for the 2008 NFL season. The expanded Indiana Convention Center is scheduled to be completed in 2010.

Diversity and steady growth have long been the hallmarks of the Indianapolis economy and have been the foundation of Indy's strong performance during the last five years. Indianapolis can boast of diverse strengths in the manufacturing, distribution, retail and service sectors. Economic diversity keeps Indy on a steady growth track and away from the boom and bust cycles experienced by many U.S. cities. In a nutshell, the business climate in Indy can be described as friendly to business, hostile to red tape and taxes and alive with opportunity.

"Indianapolis is the number one city in the central region for entrepreneurial growth"
Source: Entrepreneur Magazine

Visit www.indianatraveler.com for more information regarding state-wide attractions or one of the state’s sites at www.state.in.us or www.in.gov.
 
Websites of Interest
www.indygov.org – official site of the City of Indianapolis
www.indydt.com – official site of downtown Indianapolis

Indianapolis Convention & Visitor’s Association website:
www.indy.org

GETTING THERE/UPON ARRIVAL

The Indianapolis International Airport is the largest airport in the United States managed by a private firm: BAA, the same British firm that operates London’s Heathrow and Gatwick airports.  The airport is a 10-minute drive from downtown and serves nearly 10 million passengers a year with 185 daily departures and 40 non-stop destinations.
The airport is served by 20 airlines including Air Canada, Air Tran, AmericaWest, American Airlines, American Eagle, American Trans Air, American Trans Air Connection, Continental, Continental Express, Delta, Delta Connection, Frontier, Midwest Connection, Northwest, Southwest, United, United Express, USAirways and USAirways Express.
With increasing congestion due to growing passenger volume in the terminal and on airport roadways, the Airport Authority Board has broken ground on a new midfield passenger terminal.  This $974 million project includes a new terminal, concourse and parking garage.  The new midfield terminal is scheduled to open in 2008.

Airport to Downtown Transportation
IndyGo (Public Transportation)
Route 8 (via Washington Street) offers airport to downtown service for $1.25 each way.  For maps, fares and schedules, visit IndyGo or call (317) 635-3344.

Share-A-Ride Limousine
Service is available from the baggage claim area of the airport by Carey Indiana for $11 per person each way.  For reservations or information call (800) 888-INDY if out of the state or (317) 241-6700.

Taxi Service
Taxi service is available from the baggage claim area of the airport for an average fare of $18-$25 each way.

Driving
Referred to as the “Crossroads of America.” Indianapolis is intersected by more segments of interstate and U.S. highways than any other metro area: I-69, I-70, I-74, I-65, I-465, I-865, US 40 and State Roads 37, 67, 36, 136, 421, 135, 31, 431 and 52.  The Indianapolis International Airport is easily accessible from I-70 and I-465 on the city’s southwest side.
More than fifty percent of the nation’s population lives within a day’s drive of Indianapolis.

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