Monday, June 15, 2009 |
| 1:00 p.m. – 5:00 p.m. |
PKF NAN Firm Administrators Roundtable
(PKF NAN Members) |
| 7:00 p.m. - 10:00 p.m. |
AAA National Board of Directors Meeting |
Tuesday, June 16, 2009 |
7:00 a.m. - 6:00 p.m.
|
Conference Registration
Cyber Café Open
Sponsored by
Name badges – The Business Learning Institute
Audio-visual support – Indiana Chapter of AAA
Cyber Café – ProStaff Scheduling Software
Notepads – CPA Technology Advisor
Handout Book – The Platt Consulting Group |
| 7:30 a.m. – 8:00 a.m. |
Fly-In Registration and Continental Breakfast |
| 7:30 a.m. – 5:00 p.m. |
CPA Firm Association Meetings
(separate registration required) |
8:00 a.m. - 4:30 p.m.
|
Pre-Conference Human Resources Fly-In
Led by Jennifer Wilson, ConvergenceCoaching LLC |
12:00 p.m. – 1:00 p.m.
|
Human Resources Fly-In Lunch
Sponsored by AON |
| 12:00 p.m. – 5:00 p.m. |
Leading Edge Alliance Firm Administrators/COO SIG and Human Resources SIG Meeting
(Leading Edge Alliance Members) |
| 12:00 p.m. – 5:30 p.m. |
Vendor Set-Up |
| 1:00 p.m. – 5:00 p.m. |
Enterprise Network Worldwide Firm Administrator’s Meeting (Enterprise Network Members) |
| 4:45 p.m. - 5:45 p.m. |
First Timer's Forum
Led by Virginia Lowery, Illinois Agricultural Auditing AssociatioNand Rita Keller, Keller Advisors, LLC |
| 6:00 p.m. - 7:30 p.m. |
Welcome Reception with Our Vendors
Hosted by the Colorado Chapter of AAA
Sponsored by The Ingenuity Marketing Group LLC, CAMICO Mutual Insurance Co., and Lockhart Industries |
Wednesday, June 17, 2009 |
|
Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
|
| 7:00 a.m. - 5:00 p.m. |
Conference Registration
Cyber Café Open |
7:00 a.m. – 8:20 a.m. |
Early Bird Continental Breakfasts with Vendor Presentations
Presentations begin at 7:30 a.m.
Sponsored and led by
CCH, a Wolters Kluwer business (David Bergstein)
NAPLIA (Stephen Vono)
Thomson Tax & Accounting (Todd Robinson)
Boomer Consulting, Inc. (Sandra Wiley)
Reqwired (Christopher Horne)
|
| 8:30 a.m. - 8:40 a.m. |
Opening Ceremony |
8:40 a.m. - 10:10 a.m.
|
Live First, Work Second: Getting Inside the Minds of the Next Generation
By Rebecca Ryan, Next Generation Consulting
Sponsored by BizActions
|
| 10:10 a.m. – 10:30 a.m. |
Refreshment Break with Our Vendors
Sponsored by Philadelphia Insurance Companies |
10:30 a.m. - 12:15 p.m. |
BREAKOUT SESSIONS BY FIRM SIZE
· <=30 people
Led by Barbara Gillock and Mindy Pennock
· 31-60 people
Led by Jane Johnson and Peggy Parker
· 61-80 people
Led by Shawn Behlendorf and Alan Ridell
· 81-120 people
Led by Carolyn Medeiros and Bob Biddle
· 121-200 people
Led by Kathy Anthony and Annabella Green
· 201+ people
Led by Mary Ellen Meador and Paul Thompson
|
12:15 p.m. - 1:30 p.m.
|
Lunch with Keynote
The Exhaustion Cure: Up Your Energy From LOW to GO in
By Laura Stack, The Productivity Pro
Sponsored by Conarc |
1:40 p.m. – 3:10 p.m.
|
The Role of the Leader in Effecting Change
By Sam Allred, Upstream Academy
Sponsored by Commercial Logic, Inc. |
| 3:10 p.m. - 3:30 p.m. |
Refreshment Break with Our Vendors
Sponsored by The Rainmaker Academy |
3:30 p.m. - 5:00 p.m. |
BREAKOUT SESSIONS |
| Management and Operations |
Administration Essentials |
Leadership |
Personal Growth & Development |
| (A) What Makes a Next Generation Firm? |
(B)Optimizing Tax, Audit, Accounting and Administrative Workflow |
(C)The Art of Execution: Finishing What You Start |
(D) Delivering Compelling Presentations |
| By Rebecca Ryan, Next Generation Consulting |
By Roman Kepczyk, InfoTech Partners North America |
By Sam Allred, Upstream Academy |
By Jennifer Wilson, ConvergenceCoaching |
|
5:30 p.m. |
Meet in the hotel lobby for walk to Denver Art Museum
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AAA Evening Out at the Denver Art Museum
ACE Award Presentation
An evening with dinner, awards and entertainment
Entertainment Sponsored by The Platt Consulting Group |
Thursday, June 18, 2009
|
6:15 a.m. |
Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America |
|
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Networking Breakfast
|
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Chapter Outreach Breakfast
All current and future AAA Chapter leaders encouraged to participate.
|
| 7:00 a.m. - 8:15 a.m. |
Legal Update Breakfast
By Steven W. Moore, Baker Hostetler |
| 8:30 a.m. - 10:00 a.m. |
State of the Accounting Profession
By Barry Melancon, AICPA |
10:00 a.m. - 10:30 a.m. |
Refreshment Break with Our Vendors
Sponsored by CPA Technology Advisor
|
10:30 a.m. - 12:00 p.m. |
BREAKOUT SESSIONS
|
| Management and Operations |
Administration Essentials |
Leadership |
Personal Growth & Development |
Controllership |
| (E) Building a Culture of Firm Optimization |
(F) Building Your Asset as a Firm Administrator: A Personal Focus |
(G) Succession Planning |
(H) Shift Has Hit the Fan – Now How Do I Navigate It? |
(I) What Drives a Firm’s Bottom Line – Part I? |
| By Roman Kepczyk, InfoTech Partners North America |
By Rita Keller, Keller Advisors, LLC and Bill Leach, Katz Sapper & Miller |
By Richard Rinehart, GRANT Partners LLC |
By Lisa Mininni, Excellerate Associates |
By Ronald Seigneur, Seigneur Gustafson LLP |
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Luncheon and Annual Business Meeting
Sponsored by NAPLIA |
1:45 p.m. - 3:15 p.m. |
BREAKOUT SESSIONS |
| Management and Operations |
Administration Essentials |
Leadership |
Personal Growth & Development |
Controllership |
| (J) What Recruits Really Want to Hear From You – And How |
(K) Building Your Asset as a Firm Administrator: A Focus on the Firm |
(L) Retreats and Meeting Facilitation |
(M) Building a Foundation for Future Change |
(N) What Drives a Firm’s Bottom Line – Part II? |
| By Sarah Johnson and Tim Noworyta, PDI Global, Inc. |
By Rita Keller, Brady Ware & Schoenfeld and Bill Leach, Katz Sapper & Miller |
By Richard Rinehart, GRANT Partners LLC |
By Lisa Mininni, Excellerate Associates |
By Ronald Seigneur, Seigneur Gustafson LLP |
|
3:15 p.m. - 3:30 p.m |
Refreshment Break with Our Vendors
Sponsored by the Minn-Dak Chapter of AAA |
3:30 p.m. - 5:00 p.m.
|
The Story of Flight 232: Luck, Communications, Preparation, Execution and Cooperation
By Captain Al Haynes
|
| 5:30 p.m. – 7:00 p.m. |
BDO Seidman Alliance Reception
(BDO Seidman Alliance Members and Invitees) |
| 5:30 p.m. – 7:00 p.m. |
Gray Matter Interest Group-Hosted Networks for CPAs
(Interested Participants and Invitees) |
Evening |
Evening On Your Own |
| 8:30 p.m. – 10:30 p.m. |
Hospitality Suite Hosted by NAPLIA |
| Friday, June 19, 2009 |
|
Registration with Our Vendors
Cyber Café Open
|
| 7:30 a.m. - 8:45 a.m. |
Outlook of the Profession 2009 and 2010 with a Breakfast Buffet
Hear industry experts’ predictions for the balance of 2009
Human Resources by Jennifer Wilson, ConvergenceCoaching and Rita Keller, Keller Advisors, LLC
Technology by Roman Kepczyk, InfoTech Partners North America
Marketing by Tim Noworyta, PDI Global, Inc.
Social Networking by Jeff Shumway, Battelle & Battelle |
9:00 a.m. - 11:15 a.m. |
The Fred Factor and How You Don’t Need a Title to Be a Leader
By Mark Sanborn, Sanborn & Associates
Sponsored by Halogen Software |
11:15 a.m. - 11:30 a.m.
|
Conference Closing
2010 Conference Promotion Sponsored by the Illinois Chapter of AAA and the Central Gulf States Chapter of AAA |
12:00 p.m. – 5:00 p.m. |
Optional Activity: A Half-Day Tour
A look at the MillerCoors Brewery and the City of Denver
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No advanced preparation or prerequisites are required for any of these courses.
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