Schedule-At-A-Glance

Monday, June 20, 2011

8:00 a.m. - 5:00 p.m.

CPA Firm Association Meetings (separate registration required)

7:00 p.m. - 10:00 p.m.

AAA National Board of Directors Meeting

Tuesday, June 21, 2011

7:00 a.m. - 6:00 p.m.

Conference Registration

Cyber Café Open
Name Badge Sponsor
Kentucky Society of CPAs

Audio-Visual Supporter
Indiana Chapter of AAA

Audio-Visual Sponsor

Café Sponsor

Handout Book Sponsor

7:30 a.m. – 8:00 a.m.

Fly-Ins 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: Elevating the Role of H
Led by Jennifer Wilson, ConvergenceCoaching LLC

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. – 5:30 p.m.

Vendor Set-Up

2:30 p.m. – 2:45 p.m.

Refreshment Breaks

4:45 p.m. - 5:45 p.m.

First Timer's Forum
Led by Arlis Esnough, Hansen, Jergenson, Nergaard & Co. and Rita Keller, Keller Advisors, LLC

6:00 p.m. - 7:30 p.m.

Welcome Reception with Mint Juleps and Our Vendors
Sponsored by

Wednesday, June 22, 2011

6:00 a.m.

Morning Power Walk
Led by Roman Kepczyk, Xcentric

7:00 a.m. - 5:00 p.m.

Registration with Our Vendors
Cyber Café Open

7:15 a.m. - 8:15 a.m.
Sponsored by

Networking Breakfast

7:15 a.m. – 8:15 a.m.

Speed Networking Breakfast
This unique approach to networking is available to the first 50 who sign-up.

7:15 a.m. – 8:15 a.m.

Chapter Outreach Breakfast
All current and future AAA Chapter leaders encouraged to participate.

8:20 a.m. - 8:30 a.m.

Welcoming Ceremony

8:30 a.m. - 9:45 a.m.
Sponsored by

What Makes the Great Ones Great?
By Don Yaeger, Sports Writer and Author

9:45 a.m. – 10:10 a.m.
Sponsored by
Minn-Dak Chapter of AAA

Refreshment Break with Our Vendors

10:10 a.m. - 1:00 p.m.

BREAKOUT SESSIONS AND LUNCH BY FIRM SIZE

<=25 people led by Ginny Fedrich and Wendy Waters

26-49 people led by Kim Bowers and Peggy Burnstein

50-75 people led by Jason Willis and Kim Burroughs

76-115 people led by Ken Eyler and Ralph Hendrix

116-200 people led by Leigh-Ann Sparks

201+ people led by David Peneycad and Dawn Hanna Bell

1:00 p.m. – 2:15 p.m.

BREAKOUT SESSIONS

A) Legal Update	(B) Crisis Management	(C) Today’s Virtual Office: Best Practices for Cutting the Cord	(D) Managing Millennials
By Demetrius Holloway, Stites & Harbison PLLC	By Don Yaeger, Sports Writer and Author	By Thomas Stephens, K2 Enterprises	By Jennifer Wilson, ConvergenceCoaching LLC

2:15 p.m. - 2:30 p.m.

Refreshment Break with Our Vendors

2:30 p.m. - 3:50 p.m.

BREAKOUT SESSIONS

Sponsored by
NorCal Chapter of AAA

(E) Health Care Reform	(F) Insights to Action: Leadership & Strategic Thinking for the New Normal	(G) Disaster Management from a Firm Administrator’s Approach	(H) Working Together Works!
By Mark Lam, Flexible Benefit Service Corporation (FLEX)	By Tom Hood, Maryland Association of CPAs and The Business Learning Institute	By David Peneycad, Grant Thornton Canada	By Dale Anderson, Illinois Central College-Professional Development Institute

4:00 p.m. - 5:00 p.m.
Sponsored by

Effective Upward Communication
By Sandra Wiley, Boomer Consulting, Inc.

5:45 p.m.

Meet in the hotel lobby for transportation to Churchill Downs

6:15 p.m. - 10:00 p.m.
Venue Attractions Sponsored by

Dinner Sponsored by

AAA Evening Out at Churchill Downs
ACE Award Presentation
An evening with dinner, awards and entertainment

Thursday, June 23, 2011

6:00 a.m.

Morning Power Walk
Led by Roman Kepczyk, Xcentric

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 Charles Hylan, The Growth Partnership	By Rita Keller, Keller Advisors, LLC	By Roman Kepczyk, Xcentric	By Sandra Wiley, Boomer Consulting, Inc.

8:30 a.m. - 10:00 a.m.

Get Off Your Duff: Finish What You Start
By Sam Allred, Upstream Academy

10:00 a.m. - 10:30 a.m.
Sponsored by
New Jersey Chapter of AAA

Refreshment Break with Our Vendors

10:30 a.m. - 12:00 p.m.

BREAKOUT SESSIONS

(I) Caesar’s Wife: Tipping the Delicate Balance of Leadership and Ethics	(J) Building Your Assets as a Firm Administrator	(K) The Firm Administrator and Succession . . . What Really Happens and Why You Should Care	(L) Measuring the Satisfaction and Loyalty of Key Clients
By Greg Conderacci, The Business Learning Institute	By Bill Leach, Katz Sapper & Miller	By Rita Keller, Keller Advisors, LLC	By Charles Hylan, The Growth Partnership

12:00 p.m. - 1:30 p.m.
Sponsored by

VENDOR LUNCH & LEARNS
Select from one of four vendor Lunch & Learns presenters and sponsors:
(VL1) Risk Management by Stephen Vono, NAPLIA
(VL2) The PM Roadmap by Brian Steinert, CCH, a Wolters Kluwer business
(VL3) Delivering High Quality Learning by Richard J. Slusz, CPA, Becker Professional Education
(VL4) Product Updates, Roadmap & Vision by Adam Oberski, Thomson Reuters

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

BREAKOUT SESSIONS

(M) The Administrative Details of Mergers and Acquisitions	(N) Gadgets: Dripping with Practicality	(O) Planning an Effective Retreat	(P) Leadership Inside Out: Discovering the Leader Within
By Charles Hylan, The Growth Partnership	By Roman Kepczyk, Xcentric	By Sam Allred, Upstream Academy	By Greg Conderacci, The Business Learning Institute

3:15 p.m. - 3:30 p.m
Sponsored by
Michigan and Ohio Chapters of AAA

Refreshment Break with Our Vendors

3:30 p.m. - 5:00 p.m.

Implementing Performance Measurement and Accountability
By Bill Reeb, Succession Institute LLC

8:30 p.m. – 10:30 p.m.

Hospitality Suite Hosted by NAPLIA and CCH

Friday, June 24, 2011

6:00 a.m.

Morning Power Walk
Led by Roman Kepczyk, Xcentric

7:00 a.m. - 12:00 a.m.

Registration with Our Vendors
Cyber Café Open

7:15 a.m. - 8:20 a.m.
Sponsored by

Win Big with AAA Breakfast Buffet
Attendees will have a chance to win AAA Bucks.

8:30 a.m. – 9:30 a.m.

Learning Organization: Keys to Successfully Identifying and Documenting Firm Best Practices
By Roman Kepczyk, Xcentric

9:30 a.m. – 9:50 a.m.
Sponsored by
Illinois Chapter of AAA

Refreshment Break

9:50 a.m. - 11:50 a.m.

Leadership Demystified: Stepping Into True Leadership
By Andy Andrews, New York Times Best Selling Author

11:50 a.m. - 12:00 p.m.

Conference Closing

12:30 p.m. – 5:30 p.m.

Optional Activity: A Half-Day Tour
AAA Tours and Tastes Louisville 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.