2009 Practice Management Conference


SCHEDULE-AT-A-GLANCE

Monday, June 21, 2010
7:00 p.m. - 10:00 p.m. AAA National Board of Directors Meeting
Tuesday, June 22, 2010
7:00 a.m. - 6:00 p.m.
Neck Wallets Sponsored by
Becker Professional Education


Cyber Café Sponsored by Capital Confirmation, Inc.

Audio-Visual Sponsored by CPA Technology Advisor, the Indiana Chapter of AAA and Kaplan CPA Review


Conference Registration
Cyber Café Open
7:30 a.m. – 8:00 a.m. Fly-Ins Registration and Continental Breakfast
8:00 a.m. - 4:30 p.m.
 Pre-Conference Human Resources Fly-In
Led by Jennifer Wilson, ConvergenceCoaching LLC
8:00 a.m. – 4:30 p.m. Pre-Conference Leadership Fly-In
Led by Sam Allred, Upstream Academy
10:00 a.m. – 10:15 a.m. Refreshment Breaks
12:00 p.m. – 1:00 p.m.
 Human Resources Fly-In Lunch
12:00 p.m. – 1:00 p.m. Leadership Fly-In Lunch
12:00 p.m. – 5:30 p.m. Vendor Set-Up
2:30 p.m. – 2:45 p.m. Refreshment Breaks
1:00 p.m. – 5:00 p.m. Enterprise Network Worldwide Firm Administrator’s Meeting (Enterprise Network Members)
4:30 p.m. – 6:00 p.m. BDO Seidman Alliance Gathering
 (BDO Seidman Alliance Members)
4:45 p.m. - 5:45 p.m. First Timer's Forum
Led by Virginia Lowery, Illinois Agricultural Auditing Association and Rita Keller, Keller Advisors, LLC
6:00 p.m. - 7:30 p.m.
Sponsored by:






 Welcome Reception with Our Vendors
Wednesday, June 23, 2010
6:00 a.m.
 Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
7:00 a.m. - 5:00 p.m. Registration with Our Vendors
Cyber Café Open
7:20 a.m. - 8:20 a.m.
Sponsored by WSG Systems Corp

 Networking Breakfast
7:20 a.m. – 8:20 a.m. Chapter Outreach Breakfast
All current and future AAA Chapter leaders encouraged to participate.
8:30 a.m. - 8:40 a.m. Welcoming Ceremony
8:40 a.m. - 10:10 a.m. Sponsored by:

 The Energy Bus: 10 Rules to Fuel Your Life, Work and Team with Positive Energy
By Jon Gordon, The Jon Gordon Companies
10:10 a.m. – 10:30 a.m.
Sponsored by Minn-Dak Chapter of AAA		 Refreshment Break with Our Vendors
10:30 a.m. - 1:20 p.m
Sponsored by:

 BREAKOUT SESSIONS AND LUNCH BY FIRM SIZE
· <=30 people
· 31-60 people
· 61-80 people
· 81-120 people
· 121-200 people
· 201+ people
1:30 p.m. – 3:00 p.m BREAKOUT SESSIONS
(A) The Shark and the Goldfish: Positive Ways to Thrive During Waves of Change (B) Risk Assessment and Trends Based on Data and Case Studies (C) The Role of the Firm Administrator and How to Elevate (D) Crucial Conversations
By Jon Gordon, The Jon Gordon Companies By Stephen Vono, NAPLIA By Bill Leach, Katz Sapper & Miller By Dr. Kurt Southam, Southam Consulting, LLC
3:00 p.m. - 3:30 p.m.
Sponsored by the Texas Chapter of AAA 		Refreshment Break with Our Vendors
3:30 p.m. – 5:00 p.m BREAKOUT SESSIONS
(E) Social Networking Best Practices for CPA Firms (F) Professional Liability Insurance Benchmarking (G) CPA Firm Digital Best Practices (H) Recruiting and Retention with Current Economic Challenges
By Rachel Gold and Kristy Gusick, Ingenuity Marketing Group By Scott Simmonds, Insurance Assurance Consulting By Roman Kepczyk, InfoTech Partners North America By Jennifer Wilson, ConvergenceCoaching
5:30 p.m. Meet in the hotel lobby for transportation to Mardi Gras World
5:30 p.m. - 10:00 p.m.
Entertainment Sponsored by PCI Payment Solutions
AAA Evening Out at Mardi Gras World
ACE Award Presentation
An evening with dinner, awards and entertainment
Thursday, June 24, 2010
6:00 a.m. Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
7:00 a.m. - 5:00 p.m.
 Registration with Our Vendors
Cyber Café Open
7:00 a.m. - 8:15 a.m. EARLY RISERS
(ER1) MARKETING (ER2)
LEADERSHIP 		(ER3)
TECHNOLOGY 		(ER4)
HUMAN RESOURCES
By Rachel Gold, Ingenuity Marketing Group By Dr. Kurt Southam, Southam Consulting, LLC By Roman Kepczyk, InfoTech Partners North America By Rita Keller, Keller Advisors, LLC
8:30 a.m. - 10:00 a.m.
Sponsored by:
 The Next 20 Years
By Dr. Michio Kaku, Futurist, Physicist, Best Selling Author and Radio and Television Personality
10:00 a.m. - 10:30 a.m.
Sponsored by:

 Refreshment Break with Our Vendors
10:30 a.m. - 12:00 p.m. BREAKOUT SESSIONS
(I) Developing an IT Strategy for Your Firm (J) Be Different: Understand the Unique Value of Your Firm Beyond the Cliché-Speak of Most CPA Firms (K) Helping Staff Pass the CPA Exam: Your Role in the Process (L) The Current State of Health Care
By John Higgins, CPA Crossings, LLC Rachel Gold, Ingenuity Marketing Group By Ben Jones, Becker Professional Education By Eugene Power, EA, MAAA and Steve Villella, CEBS, CMS, Touchstone
12:00 p.m. - 1:30 p.m.
Sponsored by:




 VENDOR LUNCH & LEARNS
Select from one of three vendor Lunch & Learns
(V1) "Accounting in an On-Demand World"
By David Bergstein, CCH, a Wolters Kluwer business
(V2) “Work·flow·sion – New Efficiencies for the Progressive Firm”
By Todd Robinson, Thomson Reuters, Tax & Accounting
(V3) “Distinguishing Yourself as a Unique and Dynamic Leader”
By Sandra Wiley, Boomer Consulting, Inc.
1:45 p.m. - 3:15 p.m. BREAKOUT SESSIONS
(M) Legal Update (N) Client Portals: Gateway to the Future (O) M&A: Planning for Postmerger Communications, Operations and Cultural Integration (P)Thriving in a Down Economy
By Steven W. Moore, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. By John Higgins, CPA Crossings, LLC By Allan Koltin, PDI Global, Inc. By Rita Keller, Keller Advisors, LLC
3:15 p.m. - 3:30 p.m
Sponsored by the Michigan
and Ohio Chapters of AAA 		Refreshment Break with Our Vendors
3:30 p.m. - 5:00 p.m.
Sponsored by:


 Results Oriented Governance and Leadership Solutions for Today’s CPA Firm
By Allan Koltin, PDI Global, Inc.
5:30 p.m. – 6:15 p.m. Speed Networking
Moderated by Jim Fahey, AAA Director of Education
Evening Evening On Your Own
8:30 p.m. – 10:30 p.m.
Hosted by:



 Hospitality Suite
Friday, June 25, 2010
6:00 a.m.

 Morning Power Walk
Led by Roman Kepczyk, InfoTech Partners North America
7:00 a.m. - 12:00 a.m.
 Registration with Our Vendors
Cyber Café Open
7:30 a.m. - 8:30 a.m.
Sponsored by InfoTech Partners North American
Networking Breakfast
8:40 a.m. – 9:10 a.m The Relationship Between the State CPA Society and the Firm Administrator
By Tom Hood, CPA-SEA President and Maryland State CPA Society Executive Director
9:15 a.m. – 9:45 a.m. PCPS Survey Results Overview
By Heidi Brundage, AICPA’s PCPS
9:50 a.m. - 11:50 a.m. No Excuse Management
By Richard Flint, Flint Incorporated

10:45 a.m. – 11:00 a.m.
Sponsored by the Illinois Chapter of AAA

Refreshment Break
11:50 a.m. - 12:00 p.m. Conference Closing
12:30 p.m. – 5:30 p.m. Optional Activity: A Half-Day Tour
 City Tour of New Orleans with Lunch

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

For course descriptions and speaker bios, visit the Topics and Speakers section.