2009 Practice Management Conference



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Preliminary Program

TOPICS AND 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):

  • Live First, Work Second: Getting Inside the Minds of the Next Generation
  • Breakout Sessions by Firm Size
  • The Exhaustion Cure: Up Your Energy From LOW to GO in 21 Days
  • The Role of the Leader in Effecting Change
  • What Makes a Next Generation Firm?
  • Optimizing Tax, Audit, Accounting and Administrative Workflow
  • Creating and Communicating a Shared, Compelling Firm Vision
  • Legal Update
  • State of the Accounting Profession
  • Building a Culture of Firm Optimization
  • Building Your Asset as a Firm Administrator: A Personal Focus
  • Succession Planning
  • Shift Happens: Now How Do I Navigate It?
  • What Drives a Firm’s Bottom Line?
  • How Marketing Supports Recruiting in CPA Firms
  • Building Your Asset as a Firm Administrator: A Focus on the Firm
  • Retreats and Meeting Facilitation
  • Building a Foundation for Future Change
  • The Story of Flight 232: Luck, Communications, Preparation, Execution and Cooperation
  • The Fred Factor and How You Don’t Need a Title to Be a Leader
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 followed by a Welcome Reception with our vendors that will help the Association set the tonefor 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 11:30 a.m. on Friday with a program entitled “The Fred Factor and How You Don’t Need a Title to Be a Leader” by Mark Sanborn of Sanborn & Associates. Mark is an international bestselling author and noted authority on leadership, team building, customer service and change.His books include: The Encore Effect: How to Achieve Remarkable Performance in Anything You Do, The Fred Factor, and You Don’t Need a Title to Be a Leader: How Anybody, Anywhere, Can Make a Positive Difference.

For a taste, click here for Mr. Sanborn’s reflection on 50 Life Lessons @ 50.

This year, AAA is again hosting an all-day Fly-In on Tuesday, June 16 for those with a concentration in human resources for CPA firms.The offered Fly-In is separate from the Conference, but discounts for participation in both are available.

Monday, June 15, 2009

7:00 p.m. – 10:00 p.m.
National Board of Directors Meeting

 

Cyber Café sponsored by:


Neckwallets sponsored by:


Handout Book sponsored by:


Notepads sponsored by:


Audio-Visual supported by:
The Indiana Chapter of AAA

Tuesday, June 16, 2009

7:00 a.m. – 6:00 p.m.
Conference Registration
Cyber Café Open

7:30 a.m. – 8:00 a.m.
Fly-In Registration and Continental Breakfast
8:00 a.m. – 4:30 p.m.z
Pre-Conference Human Resources Fly-In
Led by Jennifer Wilson, ConvergenceCoaching LLC
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 8 hours
HRCI Approved: 8 hours

In this year's Human Resources Fly-In, we'll begin by exploring some of the differences that make your team unique and how you can make the most of these differences while effectively managing the conflicts that are sure to arise. When you take this one-day workshop, we'll explore:

  • Generational differences - and similarities - and how people of different ages, raised in different eras, are often motivated differently
  • Gender differences and ways to bring out the best in both genders and avoid stereotypical traps
  • Personality differences, beginning with an understanding of your own personality preferences using the Myers-Briggs Type Indicator
  • How to motivate and leverage the talents of your diverse team
Leave this Fly-In with a better understanding of yourself and your team members so that you can take advantage of the differences that exist!

This action-packed day will combine lecture, group discussion and brainstorming, and exercises to ensure eye-opening insights that you can apply to enhance your firm’s recruiting and retention programs immediately.Attendance at the 2008 Human Resources Fly-in is not required. If you attended the 2008 Fly-In you’ll find the same quality content, dynamic instructor and will leave with an abundance of deliverables.

Jennifer Wilson is a co-founder and partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping CPA and IT firms achieve success by helping them develop and implement leadership, succession, and marketing plans. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses. Named to Accounting Today’s 100 Most Influential People in Accounting list and one of Accounting Technology magazine’s Technology Stars, Jennifer has worked in both the public accounting and IT sectors before co-founding ConvergenceCoaching, LLC. As a partner for the top ten accounting firm, BDO Seidman, LLP, Jennifer ran the National Financial Solutions Group practice. Prior to BDO Seidman, Jennifer was Vice President of Sales and Customer Services for State Of The Art, Inc. (now known as Sage Software, Inc.) where she was responsible for the publicly-traded software publisher’s marketing, sales, education, and customer services functions. Jennifer is a member of the Association for Accounting Administration, Association for Accounting Marketing, American Marketing Association, and International Coach Federation. Jennifer is also a member of the New Horizon Group, a forum for leading consultants to the accounting profession. She serves on the editorial advisory board and is a regular guest columnist for Accounting Today and is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms on a regular basis.

8:00 a.m. – 5:00 p.m.
CPA Firm Association and Network Meetings
Various CPA Firm Associations and Networks will host half and/or full-day events in conjunction with the AAA National Practice Management Conference.Schedules and agendas will be released by the associations and networks.

Human Resources Fly-In Lunch sponsored by:


12:00 p.m. – 1:00 p.m.
Human Resources Fly-In Lunch

4:45 p.m. - 5:45 p.m.
First Timer's Forum
Led by Virginia Lowery, Illinois Agricultural Auditing Association and Rita Keller, Keller Associates LLC
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 1 hour

If this is your first AAA National 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 this nationally recognized educational extravaganza. Veteran attendees and past AAA National Presidents 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.

Welcome Reception sponsored by:





6:00 p.m. - 7:30 p.m.
Welcome Reception with Our Vendors
Join other conference participants for an evening of networking and fun. The evening will allow for introductions to the event’s vendors and will set the tone for the next two and a half days of excitement with appetizers and a cash bar.

Wednesday, June 17, 2009

6:00 a.m.
Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
Join other attendees for a relaxing walk through some of downtown Denver’s 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

Sessions sponsored and conducted by:








7:00 a.m. - 8:20 a.m.
Vendor Continental Breakfasts
Select from breakfast breakout sessions led by accounting industry vendors. Presentations begin at 7:30 a.m.
Program Level: Basic
NASBA Field of Study: Business Management & Operations
CPE Credit: 1 hour

This breakfast session will allow conference participants to select a breakfast breakout facilitated by one of four vendors to the accounting profession.Presentations and open discussions will be included.

8:30 a.m. – 8:40 a.m.
Opening Ceremony
An official welcome to the 2009 National Practice Management Conference.

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
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 2 hours
HRCI Approved: 2 hours

Session sponsored by:


Next Generation Consulting has been studying the work and community preferences of young talent, aged 20-40 since 1998.In that time, they’ve talked with over 25,000 people – most of them young, knowledge workers who have shared their work and life preferences with NGC. Join NGC founder, Rebecca Ryan, author of the groundbreaking report, “Hot Jobs – Cool Communities” and Live First, Work Second to learn:

  • Which is more important: a community or a job?
  • At work, what does the next generation want? How is it the same or different from what more experienced workers want?
  • If I’m trying to attract a new hire to relocate to the region, which assets should I focus on, and who can help me?
This session will provide participants with insight into NGC’s community and research findings.

Rebecca Ryan is an energetic entrepreneur and the founder of Next Generation Consulting. In 2007, Rebecca became a 2EO, with responsibilities for sales, marketing and positioning. Rebecca summarized her firm’s research in her 2007 book, Live First, Work Second: Getting Inside the Minds of the Next Generation.Dr. Richard Florida, author of the best-seller, The Rise of the Creative Class and the Flight of the Creative Class wrote the forward to Ms. Ryan’s book.He writes, “I am a HUGE Rebecca Ryan fan,” and considers “NGC one of the most reliable sources for CEO’s, mayors, legislators, economic developers and non-profit leaders who want to attract and retain the next generation of creative workers.”Rebecca was named the 2004 Entrepreneur of the Year by the U.S. Association for Small Business and Entrepreneurship and the 2006 Communicator of the Year by Women in Communication.

Refreshment Break sponsored by:


10:10 a.m. – 10:30 a.m.
Refreshment Break with Our Vendors

10:30 a.m. – 12:15 p.m.
BREAKOUT SESSIONS BY FIRM SIZE
Participants will be assigned to 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. Breakout session agendas will be determined by participants prior the Conference to help allocate time to the topics of interest and need.
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
HRCI Approved: 1.5 hours

  • <=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 Kathy Anthony and Annabella Green
  • 121-200 people
    Led by Carolyn Medeiros and Bob Biddle
  • 200+ people
    Led by Mary Ellen Meador and Paul Thompson
Luncheon sponsored by:
12:15 p.m. - 1:30 p.m.
Luncheon: The Exhaustion Cure: Up Your Energy From LOW to GO in 21 Days
By Laura Stack, MBA, CSP, The Productivity Pro
Program Level: Basic
NASBA Field of Study: Personnel/HR
CPE Credit: 1 hour
HRCI Approved: 1 hour

Based on Laura’s book of the same title (Broadway Books, 2008), this is an energy session on how to be productive when you can’t pick yourself up off the couch.Lack of energy is a common complaint at work and home, and many people sleepwalk through the day, fuzzyheaded and lethargic.Nothing sounds more attractive than putting your head down on your desk for a quick nap.How can you possibly begin that big project requiring high levels of creativity and concentration?If the mere thought of having more energy leaves you totally exhausted, you need to spend your lunch with Laura Stack!You can know all of the productivity tips in the world, but nothing will work if you don’t have the energy to give 100 percent.This session will boost your energy with physiological strategies (such as diet, exercise and sleep), behavioral strategies (such as tolerations, relaxation and pacing), and environmental strategies (such as lighting, noise and clutter).Discover the energy bandits that sap your energy every day and learn to fight back with energy boosters.

Laura Stack, MBA, CSP is the president of The Productivity Pro, an international consulting firm that specializes in productivity improvement in high-stress industries.Author of “Leave the Office Earlier,” Laura is an expert on employee productivity and workplace issues.Since 1992, Laura has presented keynotes and seminars on improving output, lowering stress, and saving time in today’s workplace.She is a high-energy speaker who will educate, entertain and motivate participants.Laura is the recipient of the prestigious Certified Speaking Professional (CSP) designation from the National Speakers Association, earned by less than 10% of the professional speakers worldwide.

Session sponsored by:


1:40 p.m. – 3:10 p.m.
The Role of the Leader in Effecting Change
By Sam Allred, Upstream Academy
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
HRCI Credit: 1.5 hours

The coming years promise to be a period of unprecedented change for our profession.Are you ready for what’s ahead?Do you know why change is so hard for so many people and why it can be difficult to get leaders to lead in change?Do you understand the role leaders need to play in bringing about positive change for their firms?How can you—and your firm—get really good at change?Don’t miss this important session!

Sam Allred, CPA is a Shareholder with Anderson ZurMuehlen & Co., P.C., a regional CPA and business consulting firm headquartered in Helena, Montana.AZ & Co. has six offices and over 200 employees.Sam is also the Founder and Director of Upstream Academy, an international association of CPA Firms, and was the central figure in the development of a consulting methodology now practiced by hundreds of CPA firms and consulting organizations around the country.Sam is also the Founder of LeaderSkills Institute which develops professional training materials to help CPA firms teach and promote leadership skills internally.Sam interacts with hundreds of CPA firms around the world every year via conferences, partner retreats, management presentations and training sessions.He speaks and writes extensively both in the U.S. and abroad.In high demand as a facilitator for CPA firm retreats, Sam energetically and creatively engages all of the partners in the discussion, using proven processes and their firm’s strengths to successfully navigate challenges the firm may face.He is viewed as one of the top strategic thinkers in the profession. Sam has been regularly recognized as one of the major influencers of the accounting profession and has been listed for the past three years as one of “IPA Most Recommended Consultants.”

Refreshment break sponsored by:


3:10 p.m. – 3:30 p.m.
Refreshment Break with Our Vendors

3:30 p.m. - 5:00 p.m.
BREAKOUT SESSIONS
Management and Operations
(A) What Makes a Next Generation Firm?
By Rebecca Ryan, Next Generation Consulting
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Approved: 1.5 hours

Is your firm a talent magnet?Do you easily find, hire and keep the best and the brightest?If you’re struggling to attract and keep your future workforce, you’re not alone.The demographics are against you.Look around your workplace – what’s the average age of your employees?In the accounting profession, there are oodles of employees inches away from retirement, and frantic leaders trying to figure out how to replace them.If you’re facing a ‘cliff’ – a point when you’ll have more folks retiring than being hired to replace them, it’s time to think about the future.If you’re facing a future with fewer workers, you can:

  • Import talent from other countries (nurses are imported from Indonesia);
  • Export jobs to other countries (call centers in India);
  • Automate (replace people with robots or computers);
  • Keep retiring talent longer (AARP has a Best Places to Work list for its members);
  • Eliminate some of your product and service offerings; and/or
  • Become a great place to work for the next generation.
Administration Essentials
(B) Optimizing Tax, Audit, Accounting and Administrative Workflow
By Roman Kepczyk, CPA, CITP, InfoTech Partners North America
Program Level: Basic
NASBA Field of Study: Computer Science
CPE Credit: 1.5 hours

Optimizing workflow is the name of the game today as firms continue their transition to a “less paper” environment.We’ve brought back Roman Kepczyk to lead you through today’s digital best practices in your firm’s core production areas to ensure your firm is on the optimum path. His session will incorporate the results of the 2009 AAA Paperless Survey and the latest developments from accounting software vendors following the results of the 2009 busy season. Participants will walk away with:

  • An understanding of tax, audit, client service, and administrative workflow opportunities including what the vendors are promising (and delivering).
  • Solid direction on Microsoft products including Office 2007, Vista/Windows 7 and virtualization
  • Advances in communications technology and security that will open the accounting profession to a new era.
Roman H. Kepczyk, CPA, CITP is president of InfoTech Partners North America, Inc. and the lead Technology Management Strategist for the firm. His primary focus is helping firms throughout North America understand what technology can do for them and directing a path towards today’s Digital Firm. Roman carries over 20 years of accounting firm experience, highlighted by 10 years with the CPA firm of Henry & Horne, where he was the partner in charge of the firm's management advisory services and microcomputer consulting practices.Roman also served as the firm's administrative partner where he oversaw internal accounting, marketing, human resources and was responsible for the creation and implementation of the firm's technology plan and budget. Roman was listed as one of Accounting Today's Top 100 Most Influential People within the Accounting Industry in their year 2000, 2001, 2002, 2003, 2004 and 2005 listings as well as INSIDE Public Accounting's Most Recommended Consultants for the fifth straight year.He is currently a member of the AICPA's PCPS Executive Committee and past Chairman of the AICPA's IT Executive Committee where he served from 2002-2005.He has also served on the AICPA's Special Committee on Enhanced Business Reporting, AICPA Group of 100, AICPA Best Practices Task Force and is one of the charter Certified Information Technology Professionals (CITP) that the AICPA has designated. Additionally, he was named a Technology Pathfinder by the AICPA Vision Project, and Chairs the Task Force to select the AICPA’s Top Technology Issues list. He also served as a member of the AICPA's E-Business Task Force and a prior member of the Information Technology Practices Subcommittee where he analyzed the impacts of technology on the accounting profession. Recent speaking and television engagements include topics of today's digital CPA firm, trends in technology,hardware and software for CPAs and the impact of remote computing on the profession, which he has presented to the AICPA, and various accounting associations, state societies, and software companies.

Leadership
(C) The Art of Execution: Finishing What You Start
By Sam Allred, Upstream Academy
Program Level: Intermediate
NASBA Field of Study: Business Management & Operations
CPE Credit: 1.5 hours
HRCI Approved: 1.5 hours

Most people start far more things than they ever finish, leaving many a great idea, new process, or promising initiative abandoned well within sight of the finish line.How do you develop the required discipline and accountability-both personally and firm-wide-to ensure this never happens again?Join us for this session and learn key principles and a proven process you can follow to make sure you finish what you start.

Personal Growth & Development
(D) Delivering Compelling Presentations
By Jennifer Wilson, ConvergenceCoaching
Program Level: Basic
NASBA Field of Study: Communications
CPE Credit: 1.5 hours

In this session, participants will discover the nuances of delivering powerful presentations to hook and keep your audience engaged.We’ll explore the natural inhibitors we experience when speaking to groups of people and important presentation and facilitation techniques that will give you the confidence you need to deliver effective presentations and ensure that your message is heard.

5:30 p.m.
Walk to AAA’ Evening Out at the DAM (Denver Art Museum)
Meet in the main lobby of the hotel to walk with the group to the Evening Out.

Entertainment sponsored by:
5:30 p.m. - 10:00 p.m.
AAA’s Evening Out at the DAM (Denver Art Museum)
A.C.E. Award Presentation
An evening with dinner, awards and entertainment. Dress is comfortable for an evening filled with adventure.

Thursday, June 18, 2009

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 Denver’s 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 Our Vendors
Cyber Café Open

7:00 a.m. - 8:15 a.m.
Networking Breakfast
Program Level: Basic
NASBA Field of Study: Business Management & Operations
CPE Credit: 1 hour

This open forum format will provide an opportunity for conference participants to ask questions of administrators, COOs, principals and partners from firms of various sizes with differing focuses and structures.

7:00 a.m. - 8:15 a.m.
AAA Chapter Outreach Breakfast
Led by the AAA Director of Membership & Growth and AAA’s Director of Chapter Development
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1 hour

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

7:00 a.m. - 8:15 a.m.                 
Legal Update Breakfast
By Steven W. Moore, Baker Hostetler
Program Level: Basic
NASBA Field of Study: Business Law
CPE Credit: 1 hour

This session will examine the most notable employment law developments while providing practical guidance on what these changes mean for executives with human resources responsibilities.  Besides timely topics, DFMLA regulations and workforce reductions will be discussed.

Steven W. Moore is a partner in Baker Hostetler’s Denver office.  He devotes his practice exclusively to the representation of management in a wide range of labor and employment disputes, including discrimination, retaliation, harassment, wrongful discharge, breach of contract, noncompete, and wage and hour cases.  Because of Steven’s litigation experience, companies often call upon him for his advice and counsel with respect to strategic planning and human resources issues, including reductions in force, affirmative action plans, wage and hour compliance and the development of personnel policies, employment contracts and noncompete agreements.

8:30 a.m. – 10:00 a.m.
State of the Accounting Profession
By Barry C. Melancon, CPA, American Institute of Certified Public Accountants (AICPA)
Program Level: Basic
NASBA Field of Study: Business Management & Operations
CPE Credit: 1.5 hours

Much has changed in the accounting profession and the firm of today needs to be ready, willing and able to change.Compliance has increased with mandatory application of Sarbanes-Oxley and so has public oversight of accounting firms through PCAOB.Both have replaced informal honor-oriented codes of conduct in the profession.The areas of accounting standards, expectations regarding fraud, the health and sustainability of the public audit systems and the issues of staffing must be monitored by those responsible for the management and growth of CPA firms. This presentation will bring professional managers of accounting practices current with the state of the profession as seen by one of the industry’s most sought after authorities.

Barry C. Melancon, CPA is the President and Chief Executive Officer of the American Institute of Certified Public Accountants (AICPA), the national professional association of CPAs with approximately 330,000 members.Elected to this position in July 1995, he directs the Institute’s operations in New York, New Jersey, Washington, D.C., Durham, North Carolina and Texas.He has been active in further defining the role and responsibilities of the accounting profession, both prior to, during and since the profession has been faced with increased challenges and demands for expanding thought and accounting initiatives.With more than 25 years’ experience in the CPA profession, Melancon is called upon to represent the Institute with state, national and international organizations and is sought after by key opinion leaders for his expertise in the profession. In addition to serving as President and CEO of the AICPA, Melancon is a member of the AICPA’s delegation to the International Federation of Accountants, whose broad objective is the development and enhancement of a coordinated worldwide accountancy profession with harmonized standards.Prior to joining the AICPA, Melancon served for eight years as Executive Director of the Society of Louisiana CPAs. He began his accounting career in 1979 at the firm of Bergeron & Company, CPAs, a small local firm in Louisiana.In 1984, he was elected a firm partner.Melancon graduated in 1978 from Nicholls State University in Louisiana, majoring in accounting with a minor in government.He also earned a MBA in 1983 from Nicholls State University and subsequently served as an adjunct professor of accounting at his alma mater for four years.

Sponsored by:

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

10:30 a.m. - 12:00 p.m.
BREAKOUT SESSIONS
Management and Operations
(E) Building a Culture of Firm Optimization
By Roman Kepczyk, CPA, CITP, InfoTech Partners North America
Program Level: Intermediate
NASBA Field of Study: Computer Science
CPE Credit: 1.5 hours

David Maister in his book True Professionalism stated, “Any firm that can outperform its competition in building and creating skills will gain a significant competitive advantage.” With accounting information, applications, and technology becoming commoditized, we believe that a firm’s ability to identify, standardize and implement optimal client service processes are the last sustainable competitive advantage that firms have today.This will entail a shift in firm culture to realize that technology impacts every part of the practice and is an integral part of the firm’s strategic initiatives.Creating a firm culture of continuous learning will define the firm’s future profitability. This session will cover:

  • Integrating a learning culture, tools, resources and best practices
  • Creating a strategic plan that incorporates optimum client service processes
  • A proven process to identify and implement a strategic plan
  • Benchmark statistics for budgeting, staffing and production
Administration Essentials
(F) Building Your Asset as a Firm Administrator: A Personal Focus
By Bill Leach, Katz Sapper & Miller and Rita Keller, Keller Advisors, LLC
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours
HRCI Approved: 1.5 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 five years of experience managing an accounting practice. Two of the country’s 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?
Bill Leach is a Principal of Katz, Sapper and Miller and has served as Firm Administrator of Katz, Sapper & Miller for over 30 years. He is responsible for all administrative and business 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 and 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, Practice Management and other management issues. Bill's firm is nationally recognized as a "Best of the Best" firm based on fiscal and management performance and has been chosen one of the top ten "Best Places to Work in lndiana." A member of the Association for Accounting Administration since 1986, Bill is a past President of the Indiana
Chapter and has served as a member of the National Board of Directors. He was selected as the CPA Firm Administrator of the Year in 1995 and awarded the inaugural National AAA Distinguished Service Award in 2002. Bill also currently serves on the Editorial Advisory Board of various national accounting management publications and has written articles for or appeared in articles by the profession’s most noteworthy publications. He has been a national speaker to hundreds of CPA firms from Seattle to Miami and New York to San Diego.

Rita Keller is a nationally known CPA firm management consultant, speaker and author.She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years’ hands-on experience in the management, marketing, technology and administration of a successful firm.Rita is widely known for her leadership skills and expertise in CPA firm management. She works with firms throughout the country focusing on the people and internal management issues.She also provides a mentoring program for a firm’s management team – the managing partner and the firm administrator.Rita provides unique facilitation for partner retreats, bringing the people issues and processes into the spotlight. As a facilitator and speaker, Rita has been featured at nearly all prominent management conferences, such as The Forum for Women in Accounting, AICPA Forum on Staffing Issues, the AICPA Practitioners’ Symposium, the AICPA Leadership Forum, the AICPA National Advanced Accounting Technical Symposium, the Association for Accounting Marketing and the Association for Accounting Administration National Management Conferences, plus numerous CPA firm association and state society management meetings.For four consecutive years, Rita has been named to Accounting Today’s Top 100 Most Influential People in Accounting. She recently received the Edge Innovation Award, established to recognize major/ongoing contributions to the CPA profession and the Association for Accounting Administration’s ACE Award for achievement, commitment and excellence in CPA firm management and administration.She serves on the AICPA Practitioners’ Symposium Committee as past-Chair and is also on the advisory board of CPA Practice Management Forum.Rita served on the national Board of Directors of the AAA for over seven years, two of those years as National President and is past-president of the Indiana Chapter and co-founder of the Ohio Chapter. She has been featured on the cover of The Practical Accountant and is often quoted in publications like Accounting Today, The Practical Accountant, and Accounting Office Management and Administrative Report.She has been featured in the Journal of Accountancy and authored an article for the August 2008 issue of the Journal. As a member of The New Horizon Group, Rita is able to maintain a keen sense of what CPA firms are facing nationwide.She directly interacts with over a thousand CPA firm leaders annually.

Leadership
(G) Succession Planning
By Richard G. Rinehart, GRANT Partners LLC
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours

For many firm leaders, the most difficult time for a firm is often considered the start-up years. However, today’s firm owners would probably argue that their biggest challenge now is their succession strategy. Succession planning is a process, not an event.Its outcome may not be clear, but it will be certain.This session will focus on two areas: ownership succession and leadership succession.In ownership succession, it can be said that you either determine your own strategy or let the government or families decide it when owners are deceased.Whether your firm’s owners have decided to sell to existing partners, family members, managers or a third party, goals for the transition and a process to achieve those goals should be developed. Leadership succession may run parallel to the ownership succession process or be entirely independent.In smaller firms, it may be important to distinguish between the ownership role and leadership or manager roles. Leadership succession is often focused on defining the required leadership skills and abilities, determining how to identify successor candidates, and deciding a process for recruitment, selection and development.

Richard G. Rinehart formed GRANT Partners, LLC in August 2001 to offer management consulting and strategic and business planning services to global, national and regional firms in the West. Rich has served clients in the areas of strategic planning, succession planning, leadership development, facilitation, marketing, performance measurement systems, CEO/CFO mentoring, executive compensation and incentives, merger and acquisitions and buy/sell agreement planning.Rich grew up in the San Francisco Bay area and received a Bachelor of Science degree in business administration from California Polytechnic State University.He joined Arthur Andersen in San Francisco as a member of their Enterprise Group.After leaving Arthur Andersen, Rich joined his family business, Rinehart Oil, Inc., as vice president.He became a founding partner of Zainer Rinehart Clarke, CPA’s in 1979, a CPA and consulting firm in Santa Rosa, California.Rich joined Ehrhardt Keefe Steiner & Hottman PC as a principal in July 1996, to lead their consulting group to assist in meeting clients’ strategic and business planning challenges.He worked with clients and firm partners to help make EKS&H the largest independent CPA and consulting firm in Colorado.

Personal Growth & Development
(H) Shift Has Hit the Fan – Now How Do I Navigate It?
By Lisa Mininni, Excellerate Associates
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours
HRCI Approved: 1.5 hours

The economy is met with unprecedented change.  It often feels like a freefall into unknown territory but motivators reveal how people pilot their change.  Attendees take away tangible tools they can use in navigating change.  In this powerful presentation participants will hear real-life stories of people’s motivators, as well as the latest case studies about the importance of getting motivators met each and every day to maximize resilience and job satisfaction.  This program:

  • Identifies a new definition of motivators
  • Raises your current motivator awareness point
  • Explains constrictor and expander behavior and how these behaviors inhibit possibilities-based thinking and idea generation
  • Explains thought-shifters to change self-limiting thinking to possibilities-based thinking
  • Identifies your readiness point-and why that’s important
  • Identifies a Communication Conduit tool targeting how people like to give and receive their information. Participants will use this tool when communicating organizational change
  • Makes the connection between motivators and organizational change

Participants will benefit by learning to expand their ability to shift negative thoughts to positive-based action in addition to using PAAR (power, accountability, authority, and responsibility) that puts each in the driver’s seat of an organizational transformation.  Attendees will discover how to make thoughts allies, plug themselves into path-driven choices and grow awareness of innate talents.

Lisa Mininni is President of Excellerate Associates, an organizational consulting and professional developmental/business coaching and training company.  She has 20 years of corporate and divisional work experience and over 17 years of organizational change experience engaging in strategic planning and design, business coaching, team building and measuring organizational performance.  Lisa is an expert on navigating change, effective and evolutionary leadership, and organizational effectiveness.  She has been dubbed the “Transformation Architect” by professional associations and companies that have used her unique blueprint for change.  She has consulted and coached in for-profit and non-profit organizations and helped to align their people-positive and bottom line results.  Prior to establishing Excellerate Associates, she held executive leadership positions in the health care, hospitality and legal industries often leading mergers, acquisitions, divestitures, closures and other organizational change.  She is known for her strengths in strategic planning and developing business infrastructures that achieve business and people-positive outcomes while leveraging unique talents that strengthen teams.  As an experiential leader in transformation, Lisa created The C Club, one-of-a-kind specialty programs focusing on reclaiming, reshaping and renewing life after cancer.  In addition to her practical management experience, she earned a Masters Degree in Administration from Central Michigan University and earned her Professional Coach designation from B-Coach an internationally-recognized premier business coach training system.

Controllership
(I) What Drives a Firm’s Bottom Line?
By Ronald L. Seigneur, MBA, CPA/ABV, CPA/CFF, CVA, Seigneur Gustafson LLP
Program Level: Basic
NASBA Field of Study: Management Advisory Services
CPE Credit: 1.5 hours

CPA firm financial managers are keenly aware of the significance of financial performance and profitability, particularly in the current context of economic volatility.  But what exactly are the best predictors of successful outcomes and the best practices for optimizing profitability?  This session challenges participants to critically examine their own assumptions about financial drivers and their approach to financial management.  Mr. Seigneur will explore the attributes of successful practices from an economic context by defining what the “bottom line” really is and why it is considered by many to be the key data point from a financial reporting standpoint.  By the end of the session, participants should be able to:

  • Debate whether the profitability game is won or lost on the revenue side of the ledger
  • Assess where to find additional profits and cash flow without incurring significant additional costs
  • Recognize the importance of measuring and monitoring billing and collection realizations
  • Evaluate the benefits and risks associated with profit center accounting
  • Critically assess the dangers of short term strategies to improve bottom line performance

Ronald L. Seigneur, MBA, CPA/ABV, CPA/CFF, CVA is a Partner of Seigneur Gustafson LLP in Lakewood, Colorado where he specializes in management consulting, business valuations, litigation support services, and taxation.  Ronald has worked with hundreds of closely held businesses and professional service firms and has more than 25 years of management and consulting experience, including six years as the Chief Financial Officer and Chief Operating Officer for a 50-attorney law firm in Denver, Colorado.

12:00 p.m. - 1:30 p.m.
Luncheon
AAA Annual Business Meeting

Refreshment break sponsored by:


1:45 p.m. - 3:15 p.m.
BREAKOUT SESSIONS
Management and Operations
(J) What Recruits REALLY Want to Hear From You – And How
By Sarah Johnson and Tim Noworyta, PDI Global, Inc.
Program Level: Basic
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Approved: 1.5 hours

As competition for accounting talent heats up, marketing your firm to potential recruits becomes more important than ever.But how do you get through to them, and what do you say to interest them in joining your firm?This co-presented session will give you insights into the minds of college recruits, strategies for attracting experienced professionals, tips for what to say and ideas about ways to deliver your message.You’ll see why the demand for CPAs exceeds the supply, find out how a professional recruiter digs up candidates, learn about innovative recruitment marketing techniques and hear from a panel of college accounting majors about what they really want to hear from you, and how.

Tim Noworyta has more than 20 years of experience in marketing, communications consulting, publishing, direct mail marketing and public relations.He is responsible for developing PDI’s marketing materials and collateral, provides copywriting and marketing consulting services for clients, and edits several custom newsletters.He also writes Ingenuities, PDI Global’s quarterly newsletter on marketing best practices.A member of the American Marketing Association, Tim has written articles on e-mail marketing, tax practice marketing, and communication standards and has given presentations at Association for Accounting Marketing conferences on various marketing subjects.

Sarah Johnson is Director, Consulting Services at PDI Global.She is a highly accomplished marketing professional with a passion for success.She advises CPA, law and other professional service firms on ways to realize more of their profit potential.She is especially adept at identifying growth opportunities, formulating business development strategies, maximizing human capital and working with clients to meet the challenges involved in implementing change.Before joining PDI Global, Sarah was Marketing & Human Resource Director for the Chicago-based accounting firm of John R. Waters & Company.In that position she developed and implemented a marketing plan that grew firm revenue from $1.5 million to $3 million in three years.She also increased client retention from 50% to 72% and managed strategic business relationships that produced an average of $200,000 annually in new business.Sarah has a BS in business administration with a specialization in marketing from Purdue University.She is a member of the Association for Accounting Marketing (AAM) and serves as co-chair of AAM’s Chicago Chapter.She also is a member of the Law Marketing Association and sits on the membership committee of the Empowering Women Network.

Administration Essentials
(K) Building Your Asset as a Firm Administrator: A Focus on the Firm
By Bill Leach, Katz Sapper & Miller and Rita Keller, Keller Associates, LLC
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours
HRCI Approved: 1.5 hours

This second session for newer administrators (or those wanting a refresher) 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 process, 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."

Leadership
(L) Retreats and Meeting Facilitation
By Richard G. Rinehart, GRANT Partners LLC
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Credit: 1.5 hours

Participants will learn how to create a productive and safe environment for senior leadership teams to assess performance, build agreement and set the course for their next opportunity.Using a facilitator allows members of your firm’s leadership team to participate fully and listen to other team members without the concerns of managing an agenda and dealing with the logistics of a meeting.The quality and quantity of fresh, new ideas can dramatically improve through the use of a facilitator and a well orchestrated retreat.

Personal Growth & Development
(M) Building a Foundation for Future Change
By Lisa Mininni, Excellerate Associates
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours

According to the U.S. Small Business Administration Office of Advocacy, there were 56,000 business closures and 28,322 bankruptcies in 2007.  These closures have an effect on those CPA firms servicing the small business market.  CPA firms have had to layoff, restructure, and consolidate with other firms to survive.  So how do firm leaders build a foundation for future change?  Major topics discussed during this session include:

  • Keys to letting go and why it is so important.
  • The top 4 critical filters to consider when building a foundation.
  • A coaching model to solve problems while staying out of the way.
  • Critical mapping elements when building a foundation for change.

Participants will experience greater trust, ease and alignment in their organizations and enhance the quality of decision making when building a new foundation.  The ability to create greater success in the workplace through purposeful action will be taught as well as how to create a workplace that is aligned in mission/vision and action.

Controllership
(N) What Drives a Firm’s Bottom Line: Part II?
By Ronald L. Seigneur, MBA, CPA/ABV, CPA/CFF, CVA, Seigneur Gustafson LLP
Program Level: Basic
NASBA Field of Study: Management Advisory Services
CPE Credit: 1.5 hours

This session is a continuation of Session (I).  Participation in Session (I) is not mandatory for participation in Session (N).

Refreshment break sponsored by:
AAA Minn-Dak Chapter


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

3:30 p.m. – 5:00 p.m.
The Story of Flight 232: Luck, Communications, Preparation, Execution and Cooperation
By Captain Al Haynes
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours

Al Haynes was born in Dallas, Texas in 1932.After four years in the Navy he joined United Airlines, where he rose through the ranks for the next 35 years.He never aspired to be a test pilot, but he became one on July 19, 1989, enroute from Denver to Chicago.That’s when a 12” pie-shaped section of fanblade cut all three independent hydraulic systems on a DC-10 with 296 souls on board.They don’t cover that in recurrent simulator training because it’s mathematically impossible.After it happened, the NTSB replicated the data of Flight 232 and not one of the 57 crews they tested in the simulator could control the airplane all the way to the ground.

As one of the 184 survivors, Al came face-to-face with post-tramatic stress and survivor guilt, which he once thought was just so much psychobabble.He decided that not only did he want to talk about Flight 232, he needed to talk about it, so he put together an 80-minute presentation about preparation, communication, execution and attitude that he gives to pilots, emergency response teams, corporations and service clubs.It’s chilling, informative and inspirational and it’s one way he honors the memory of the 112 who didn’t live through the crash.

5:30 p.m. – 7:00 p.m.
BDO Seidman Alliance Reception (by invitation only)

5:30 p.m. – 7:00 p.m.
Gray Matter Interest Group-Hosted Networks for CPAs (Interested Participants and Invitees)

Hospitality Suite Hosted by NAPLIA:


8:30 p.m. – 10:30 p.m.
Hospitality Suite Hosted by NAPLIA
Stop by a hospitality suite hosted by NAPLIA.

Evening
Evening On Your Own
Reservations will be made at several local restaurants and sign-up sheets will be posted at the AAA Registration Desk beginning Wednesday, June 17.

Friday, June 19, 2009

7:00 a.m. - 12:00 p.m.
Registration with Our Vendors
Cyber Café Open

Session sponsored by:


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 the year and into 2010.
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
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

Session sponsored by:


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, CSP, CPAE, Sanborn & Associates
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 2.5 hours
HRCI Approved: 2.5 hours

This topic is the basis for Mr. Sanborn’s International Bestselling, The Fred Factor.This session will reveal the secrets of extraordinary individuals who have learned how to reinvent themselves and their work to create added value for customers and colleagues without spending money to do it.This presentation will educate and entertain.The four principles of the Fred Factor:

  • Everyone makes a difference
  • The only question at the end of the day is “What kind of difference did you make?”
  • Everything is built on relationships
  • Go beyond simply interacting with customers and colleagues to build relationships
Mr. Sanborn has found that too many definitions of leadership are focused on the outer manifestation of leadership; the title, position on the org chart, and corner office space.These perquisites of appointed leadership may have little to do with the actual ability of the individual who enjoys them to lead.The more telling characteristic of true leaders is their power with people as opposed to the positional power they may enjoy over people.Participants will gain valuable insights on how to develop their own leadership ability and the leadership potential of their employees.This session will explain how to identify and develop the characteristics that define genuine leadership.

Mark Sanborn, CSP, CPAE, is president of Sanborn & Associates, Inc., an idea studio dedicated to developing leaders in business and in life.Mark is an international bestselling author and noted authority on leadership, team building, customer service and change.Mark graduated cum laude from The Ohio State University.In 1978-1979 he served as the National President of FFA, a youth organization of 500,000 members.In addition to his work as a business educator and author, Mark continues to be an active leadership practitioner.Most recently he served as the president of the National Speakers Association.Mark holds the Certified Speaking Professional designation from NSA and is a member of the Speaker Hall of Fame.He was recently honored with the Cavett Award, the highest honor the NSA bestows on its members.Mark is the author of seven books, including TeamBuilt: Making Teamwork Work, Sanborn on Success and Upgrade: Proven Strategies for Dramatically Increasing Personal and Professional Success.Mark’s book, The Fred Factor: How Passion in Your Work and Life Can Make the Ordinary Extraordinary is an international bestseller.His most recent release, You Don’t Need a Title to be a Leader, is making an impact on leadership development at every level.His list of over 1,500 clients includes Capital One, Costco, Enterprise Rent-a-Car, Harley-Davidson, FedEx, Hewlett Packard, Key Bank, USPS, and Washington Mutual among others.

2010 Conference Promotion Sponsored by the Illinois Chapter of AAA and the Central Gulf States Chapter of AAA


11:15 a.m. - 11:30 a.m.
Conference Closing

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.
For more information visit the Optional Activities section


Resources to Complement Your Learning Experience!

Each full Conference registrant will receive a copy of all session handouts in a bound booklet format accompanied by a notepad for taking notes during educational sessions.  Following the Conference, all participants will receive access to the final presentations online for downloading – your resource to the professional 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 27 hours of credits at the AAA Practice Management Conference HR Fly-In. Two-and-a-half days of sessions are offered during the meeting and up to one 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 2009 AAA Practice Management Conference desiring CPE credit can earn up to 19 hours. HR Fly-In attendees will earn up to 8 hours. The Conference and Fly-In do not require advance preparation or have 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 27 recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI).  Participants will have the opportunity to earn for up to 21 hours of recertification credit hours.  For more information about PHR and/or SPHR certification or recertification, please visit the HRCI homepage at www.hrci.org.

The use of this seal is not an endorsement by HRCI of the quality of the program.It means that this program has met HRCI’s criteria to be pre-approved for recertification credit.