aicpa conferences

8/14/2019 AICPA Conferences

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AICPA conferences

JUNE 7-9, 2010Pre-Conference Value-Added Workshops:

Sunday, June 6th

Bellagio, Las Vegas, NVHotel Reservation Cut-Off Date:

Wednesday, May 5th

and

THE POWER OF 2... Register for one conference get access to both

SAVE$75!Registerby5/5/10

AICPA PractitionersSymposium

Celebrating 15 Years

AICPA TECH+Information Technology Conferenc

Celebrating 30 Years

Benefit from:

> Great keynote speakers: Professional Issues Update: Bob Harris,

Chairman, AICPA

Tech Update: Randy Johnston, Technology Guru

Exploiting Business Trends: Peter Sheahan,Entrepreneur/Author

Technology Futurist, Rick Richardson

> Expanded networkingopportunities

> Discounts for PCPS membefirms, IT section and CITPcredential holders


2/23

Transforming Todays Challenges into Tomorrows Opportunities

Register by 5/5/10 SAVE $75!

AICPA Practitioners Symposium and TECH+ Conference

ECOMMENDED CPE CREDIT: 24.5 (main), 4 (pre-conference workshop) and 1.5 (complimentary roundtables)

Negotiating with the IRS

Advising the Troubled Business

2009 CPA Firm Top Issues

Fraud Detection

Thriving in a Down Economy

Deepening Your Client Relations toEnhance Your Value

PRACTITIONERSPRACTITIONERSHOT TOPICS:HOT TOPICS :

AICPA PRACTITIONERS SYMPOSIUM TRANSFORMINGTODAYS CHALLENGES INTO TOMORROWS

OPPORTUNITIEShe Practitioners Symposium Focusing on the fundamentals.his conference focuses on what matters most to you, your firm,

our clients and your staff.

uring three intensive, session-filled days, this enhanced conference will

over a wide range of informative programming, value-added services

nd networking; to help build or improve a CPAs practice. This conference

ffers comprehensive coverage in 4 tracks:

Accounting & Auditing

Tax

MAP Issues

Trusted Business Advisor

More than 70 sessions, including interactive workshops, outstanding

anel discussions, and renowned speakers, will cover such areas as:

est practices in client retention, firm management, mergers, succession

lanning, leadership, marketing, investment advisory services, technology

ntegration and outsourcing, mentoring and staff retention.

ut your options dont end there! Take a look at the complete

onference-at-a-Glance grid to see all the sessions offered at both

onferences. Take advantage of the TECH+ sessions for detailed

iscussions on technologies relevant to your firm, plus critical solutions

o help streamline business practices and increase your bottom line!

Dear Valued Attendee,

For the first time ever, were offering twomust-attend conferences together. Heres why

With the growing complexity of todays accounting and auditing functions, accountants and auditors are depending more and more on advances

n technology to perform their jobs. That is why it is more important than ever for CPAs to understand how technology influences these functions

nd vice versa. With that in mind, we are offering the AICPA Practitioners Symposium and the AICPA TECH+ Conference together,

nd allowing attendees to attend sessions at both conferences.

ransforming Todays Challenges into Tomorrows Opportunitiesringing these two conferences together provides a one-stop learning experience for the practitioner, the firm administrator, and the consultant.

t the same time, each conference offers a complete learning experience for the attendee. The sessions for the Practitioners Symposium were selecte

o give the practitioner a complete update on accounting, auditing, tax, and practice management topics. The sessions for TECH+ were selected to

ive the technology practitioner, the consultant, and the IT professional a well-rounded view of what is important to know today and what is on

he horizon. With so many learning opportunities available, this is the perfect venue to have a colleague join you.

We urge you to review the Conference Agenda grid on pages 12-13 to see how these two conferences are being presentedand then map

ut the learning experience for yourself, your staff and your colleagues. Remember, just one conference registration gives you access to all

f the sessions presented at these two great events.

We look forward to seeing you in June at the Bellagio in Las Vegas.

incerely,

WHO SHOULD ATTENDPublic practitioners, firm administrators, senior level partners,

sole practitioners, shareholders, emerging leaders, human

resources directors, marketing directors, IT/technical staff,

and other senior and mid-level professionals. This event is

the ideal firm retreat in 2010!

Mike Shost

Practitioners Symposium Conference Chair

Peyton Burch

TECH+ Conference Chair

James Metzler

Vice President, Small Firm Interests, AICPA


3/23


For more information CALL 888.777.7077 VISIT www.cpa2biz.com

AICPA TECH+ CONFERENCE TRANSFORMING TODAYSCHALLENGES INTO TOMORROWS OPPORTUNITIES

The TECH+ Conference Strategizing for the future.The most talented minds from CPA firms and businesses around the country

will come together to exchange the latest ideas and strategize about technology.

Sessions will cover the most up-to-date information and education on new produ

solutions, practice management and leadership. If there was ever a time for you t

learn about the future of technology, where its all heading, and how to navigate

your company through the current issues, this is the one conference to attend!

TECH+ provides the tools you need to stay current with todays state of technolog

As always, it features a diverse array of sessions and solutions to fit your needs.

If you are a CPA or techie in:

Public Practice Learn about key best practices for working remotely,

virtualization, SaaS and paperless offices. Improve your technical skills withsessions on the popular applications, Adobe Acrobat and Excel. And dont

miss the latest on Windows 7 and Office 2010.

Consulting Build knowledge on security issues, achieving strategic

advantages through process improvement, SaaS consulting models and

transforming your accounting services practices.

Business and Industry Look for deep-dive business intelligence sessions,

security essentials, social media marketing strategies, and key applications

such as Adobe and Excel. Plus, take part in vendor showcases and panels

specific to B&I needs.

The Role of the IT Professionalin a SaaS World

10 Ideas for Cutting IT Costs

The Ultimate Mobile Warrior

Business Intelligence

Paperless Offices

TECH+TECH+HOT TOPICS:HOT TOPICS :

WHO SHOULD ATTENDManaging partners, firm administrators, directors

and other CPAs in public practice. CFOs, controllers,

business reporting managers, and other CPAs in

business and industry. CIOs, IT staff, vendors, and

consultants, or anyone with oversight of IT work.

PASSIONATE SPEAKERS. IMPRESSIVE CREDENTIALS.ome on Sunday for informative workshops, PCPS and IT roundtables

nd a welcome reception! Day one gets off to a dynamic start when

enowned speakers Randy Johnston and Peter Sheahan take the floor.

ounding out the conference on day three is Rick Richardson, in his

0th year speaking at the TECH+ Conference! During this three-day

vent, hear from, and have access to, more than 70 thought leaders.

ettle in, and get ready to explore the exciting opportunities that lie

head. And learn how to navigate your firm through the industrys

echnological transformation.

NATIONAL NETWORKING.SOCIAL NETWORKING OPPORTUNITIES.

Youll have an invaluable opportunity to connect with colleagues

from around the country as well as nationally recognized practition

Learn how they are addressing todays challenges as you build you

personal network. Enjoy receptions, roundtable discussions, and

informal get-togethers while broadening your perspective. And now

can also enhance your social networking experience before, during

and after the conference via an expanded conference website, and

by following us on and (use #pste

View the complete Conference Agenda grid on pages 12-13 to make the most ofyour conference experience. Session descriptions follow on pages 4-21.

The Practitioners Symposium offers sessions in these tracks:

A&A Accounting & Auditing

TAX Tax

MAP Management of an Accounting Practice

ADV Trusted Business Advisor

TECH+ Conference sessions:

TECH+

Thought Leader/Vendor sessions:

Bonus

Thank You to Our Sponsors!Gold Thought LeadershipPlatinum

TM


4/23Register by 5/5/10 SAVE $75!

Conference Agenda

TRACKS

FIELDSOF STUDY

Session titles are color coordinated to help you determine the appropriate session selections.

BLACK - Sessions of interest to attendees of either Practitioners or TECH+

BLUE - Sessions geared to the Practitioner-focused attendee

GREEN - Sessions geared to the Technology-focused attendee

GUIDE TOTHE SESSIONS

OFFERED

PRE-CONFERENCE SUNDAY, JUNE 6 / VALUE-ADDED WORKSHOPS AND ROUNDTABLES

11:00 am - 6:15 pm Registration and Message Center Open

12:30 pm - 4:00 pm Value-Added Workshops (additional fee)

101 SOCIAL MEDIA STRATEGY AND IMPLEMENTATION MKT

John Jantsch, Founder, Duct Tape Marketing, Kansas City, MOSocial media is not simply todays trendy marketing ploy; its here to stay and has impacted every aspect of marketing and growing a business.This session will guide participants through a step-by-step creation of a social media system. The program is built on these 5 pillars:

Creating a Social Media Strategy

Optimizing Brand Assets

Blogging for Business

Social Networking and Networks

Managing the Beast

This practical program will be led by John Jantsch, a marketing and digital technology coach, award-winning social media publisher,and author of Duct Tape Marketing.

102 IT CONSIDERATIONS IN RISK BASED AUDITING AU

Mark Mayberry, CPA.CITP, CISA, Partner, BDO USA, LLP, New York, NYThis session will describe requirements for IT considerations associated with the audit risk standards, SAS 104-111, along with methods andapproaches for planning, conducting and reporting IT risk assessments to fulfill these risk based standards, and improve the effectiveness and effic

of the financial audit process. While these standards now require auditors to have a more comprehensive understanding of an entitys internal contrthe documentation of the internal control procedures and policies is a good best practice for any company (public or private), as it outlines howinformation flows through the financial reporting system and assigns responsibility for the steps within each cycle. It requires both the IT professionaand the financial auditor to understand the processes. This session will be of value to both the financial auditor and the IT professional.

103 TAX SEASON DEBRIEF T

Robert Fay, CPA, Owner, Robert F. Fay, CPA, Canton, OH

Tim Shortsleeve, CPA.CITP, Partner, Bonn, Shortsleeve & Ray, LLP, Rochester, NY

Mike Shost, CPA, Shost & Company, Dallas, TXIt is the end of the tax season. What do you need to do now to plan for an even more successful year ahead? What worked? What shouldyou do differently? How can you make your life easier? Learn alternative processes and hear about suggested systems to use to makefor a more efficient tax season in 2010/11. This is a great opportunity to learn from the best practices of other firms.

104 TRUSTED BUSINESS ADVISOR WORKSHOP SKA

William Pirolli, CPA, DiSanto, Priest and Co., Warwick, RIAttend this workshop to get practical tools, techniques and skills for strategic client planning. Learn techniques for better meeting management,asking open ended questions, and the process of quantifying opportunities into dollars for your clients. Through solution-driven live, interactive

sessions, video commentary and role-playing, you will learn how to translate the issues your clients are facing today into opportunitiesfor consulting revenue for your firm.

Select One

Concurrent

Workshop

A&A - ACCOUNTING & AUDITING TAX - TAX MAP - MANAGEMENT OF AN ACCOUNTING PRACTICEADV - TRUSTED BUSINESS ADVISOR TECH - TECH+ BONUS - THOUGHT LEADER/VENDOR SESSIONS

A - ACCOUNTING A(G) ACCOUNTING (GOVERNMENTAL) AU - AUDITING BMO - BUSINESS MANAGEMENT & ORGANIZATIONCS - COMPUTER SCIENCE M - MANAGEMENT MKT - MARKETING PD - PERSONAL DEVELOPMENTSKA - SPECIALIZED KNOWLEDGE & APPLICATION T - TAX

Dont miss ... PCPS and IT Roundtables later this afternoon followed by a Welcome Reception!


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4:15 pm - 6:15 pm Concurrent Roundtables (complimentary)

105 PCPS ROUNDTABLES SKA

Jim Metzler, CPA.CITP, Vice President, Small Firm Interests, AICPA, Durham, NC

Donovan J. Miller, CPA, The Business Doctor, Sterling Heights, MIGreat networking opportunity! PCPS, the AICPA firm membership section that makes CPAs and their firms successful, welcomes you to thisdynamic, interactive workshop for small firm owners and sole practitioners. Its the perfect opportunity to share insights about fundamentalissues concerning all small firms. Attend this complimentary session and develop your own network of firm colleagues who are ready tooffer priceless professional support and reliable advice.

Billing practices, fee pressure & collection Compensation Staffing issues Firm efficiencies

Cross-selling tools to use in tax season Ownership transitions

106 IT ROUNDTABLES SKA

Hosted by the AICPA IT Executive and CITP Credential CommitteesJoin us to network with peers to discuss the top issues facing CPAs and information management professionals, and how these issues

will impact your organization. Participate in one of the roundtable discussions on topics such as: Data Integrity/Information Assurance Fraud and Forensics

Business Process Improvement/Workflow/Cloud Computing Data Analysis/Performance Reporting...and more!

6:15 pm - 7:15 pm Welcome Reception

MAIN CONFERENCE MONDAY, JUNE 7 / DAY ONE


7:00 am - 8:00 am Continental Breakfast

8:00 am - 8:15 am Welcome and Introduction

Mike Shost, Conference Chair of Practitioners Symposium and Peyton Burch, Conference Chair of TECH+

8:15 am - 9:45 am Keynote Session

1 TECH UPDATE SKA

Randy Johnston, Executive VP, Network Management Group, Inc., K2 Enterprises, Hutchinson, KS

This classic presentation will present the vision, strategy and practical technologies you should consider for your firm or business. Updates on therequirements to run applications, pitfalls to avoid, and some really interesting new technologies will all be part of the mix. If its important that you

know something about computer hardware or software, youll hear of it during the presentation. This session alone is worth the trip to the conferenc

Learn about the latest hardware and software

Understand the major trends in technology that affect accounting

Gain insights into the direction you should take

9:45 am - 10:15 am Networking Break - Refreshments and Vendor Display

Randy has been an entrepreneur, technologist and teacher for most of his career. He has helped start and run many businesses, and currently owns part of Network Management Group, Inc. and K2 Enterprises. Randy is best known for his early and ongoing expertise in networks including LANs, WANs, intranetsextranets and the Internet. He is particularly well known for his technology update, overview, accounting software, and paperless office expertise. He helpsbusinesses with strategic technology planning, accounting software selection, document management selection and planning, and business continuity plann

Select One

Concurrent

Session

Technology benchmarks, updates, future Firm leadership development tips Employee review tips management/leader tips Bellagio experience I like the idea of combining the TECH+ Conference portion with the Practice Management portion(in 2010) since that fits closely in line with the responsibilities of a Firm Administrator like myself.

What did you like best about the conference?

Throughout this brochure, read what last years attendees of the PractitionersSymposium and TECH+ Conference had to say about their conference experience

John Orbratil, Neece & Malec, Chardon, OHPractitioners Symposium 2009 attendee


6/23

Conference Agenda



2 FL!P: HOW TO FIND AND EXPLOIT OPPORTUNITIES IN AN UPSIDE-DOWN WORLD SKA

Peter Sheahan, Successful Entrepreneur and Best-Selling Author, Los Angeles, CA

Fl!p is your inspiring strategy for finding opportunities in a down market through courageous leadership, innovation and change.Emphasizing the need for mindset flexibility, Fl!p will:

Deliver dozens of examples and strategies for finding opportunity and making money in tough economic times

Disclose the 4 key mindsets leaders need to adopt to future-proof their organizations

Reveal the secret to engaging your team in uncertain times

During times of uncertainty the real money gets made in the cracks. The problem is we get conditioned by our experiences, blinded by ourbusiness models and conned by the popular media into believing that success or failure is merely a product of the economic conditions.This session will not only help you and your team develop the mindset required to find opportunity everywhere, it will mobilize you to exploit it.

11:55 am - 12:45 pm Concurrent Sessions.

A&A 3 DOL/ERISA REGULATORY UPDATE A, AU

Robert Lavenberg, Partner, BDO USA, LLP, New York, NYAttendees of this session will learn:

Current regulatory developments at the Department of Labor

Details about the Departments audit quality inspection programs and what distinguishes work that is considered to be best practice

Which pitfalls most often plague benefit plan audits and result in rejection of Form 5500 filings

About the Departments new audit and reporting requirements for 403(b) plans

TAX 4 WEALTH TRANSFER TAX UPDATE T

John Round, J.D., L.L.M (Tax), Board Certified Estate Planning and Probate Law by the Board of Texas Board of LegalSpecialization and ACTEC Fellow, Strasburger & Price, LLP, Dallas, TXThe current political and economic climate indicates that major changes in the estate, gift and generation-skipping tax laws are on the horizon.

This, coupled with the fact that estimates predict more wealth than ever before will pass to younger generations, has many of our clientsmaking a concerted effort to minimize wealth transfer taxes. This session will focus on:

Current legislative proposals and/or recent amendments to the wealth transfer tax laws

Recent cases, rulings, and proposed and final regulations involving wealth transfer taxes, fiduciary income taxation and charitable transfers

Retirement planning related to wealth transfer tax planning techniquesMAP 5 PLANNING FOR DISASTERS AND RECOVERY: A GUIDE TO PREPARING YOUR FIRM BEFORE DISASTER BMO

Eric Rigby, CPA/PFS/CFF, Principal, Rigby Financial Group, New Orleans, LAThis informative session will walk attendees through the steps necessary to minimize disruption, protect your firm, your clients, and your employeesand recover more swiftly if disaster were to strike. Discussion will include:

Insurance to have in place Alternative sources of cash

Computer systems - keeping data backed-up, secure, and accessible Telecommuting options

Plans for maintaining employee communication Practice continuation agreements

ADV 6 ADVISING THE TROUBLED BUSINESS SKA

Katie Goodman, Managing Partner, Grisanti Galef & Goldress, Atlanta, GAThere were over 40,000 business bankruptcies in 2008 and 2009; there will be little improvement in 2010. While companies can blamethe economy for poor financial performance, it does not help corporate survival. Companies fail for common reasons. To survive the current crisis,

professionals can assist their clients by identifying what went wrong and implementing swift corrective actions. While there is no silver bullet,

there are several key practical steps that can pave the way to long term corporate viability.TECH 7 ONE ON ONE WITH PETER SHEAHAN SKA

Peter Sheahan, Successful Entrepreneur and Best-Selling Author, Los Angeles, CA

This session will be a great opportunity to have an interactive discussion with the conferences keynote speaker in a more intimate setting.

Peter is a successful entrepreneur, best-selling author and world renowned speaker on exploiting business trends and new market opportunities. He is anexpert in Gen Y trends, and has established himself as a leading expert in workforce trends and generational change. In the past three years, Peter has builta multimillion dollar consulting practice attracting clients such as News Corp., Google, Coca Cola, LOreal, and Ernst & Young. He believes that real moneygets made in the cracks and the opportunity for mind-blowing success is all around us.

Select One

Concurrent

Session

Great speakers they were able to judge the experience

of the audience and adjust their presentations.

Michael T. Denton, Performance Bankers, Inc., Pierre, SDTECH+ 2009 attendee


7/23



11:55 am - 12:45 pm 8-10 VENDOR SHOWCASESShowcases are specifically designed for those who use, recommend or approve payment for technology whether in industry, consulting or public

practice. These sessions highlight product advancements and innovations from leading developers of accounting-related technology. Youll leavewith a solid understanding of new solutions that can improve your companys and/or clients efficiency, productivity and profitability. This is anexcellent opportunity to meet and question the vendors, and network with peers using or considering these technologies.

TECH 8 SAAS SHOWCASE SKA

Greg Lafollette, CPA.CITP, Lafollette Consulting, Sioux Falls, SD

TECH 9 ACCOUNTING SOFTWARE AND CONSULTING SHOWCASE SKA

Peyton Burch, CPA , Director Partner Programs, Deltek, Houston, TXTECH 10 BUSINESS AND INDUSTRY SHOWCASE SKA

Ron Box, CPA.CITP, CFF, CISSP, Chief Financial Officer, Joe Money Machine Co., Birmingham, AL

Chaim Yudkowsky, Chief Information Officer, American Israel Public Affairs Committee, Washington, DC

BONUS B1 MAKING WORK FLOW FASTER: DOCUMENT AND WORKFLOW MANAGEMENT REDEFINED SKA

Presented by a Thomson Reuters Tax and Accounting Professional

Is your firm benefiting from paperless workflow? New developments in document management and firm-wide workflow are giving tech-savvy firms tpower to access documents 24/7 from anywhere, increase workflow efficiency and staff utilization, take client service to new levels, and mitigate seand compliance risks. This course will help you determine which technologies hold the most promise for your firm, and offer insight on how easily itcan do more.

12:45 pm - 1:30 pm Lunch

1:30 pm - 2:20 pm Luncheon Speaker

L1 YOU ARE THE VALUE! SKA

Leo Pusateri, President, Pusateri Consulting and Training, Williamsville, NY

You need to know your value before you can sell your value. CPAs and professionals cannot expect clients to understand their value unless they canarticulate all they have to offer and what sets them apart from others. Many of the most successful CPAs or CPA teams still wing it with clients andprospects. Leo Pusateri will present the seven Value Ladder questions all CPAs need to answer with confidence, passion and speed to win businin a competitive marketplace. Known as the Value Ladder, the seven questionsWho are you? What do you do? Why do you do what you do?

How do you do what you do? Who have you done it for? What makes you different? Why should I do business with you?challenge participantsto define their background, unique value proposition, business beliefs, processes, client success stories, core values and their real value answers.Participants walk away with a simple mental framework to differentiate their company, solutions and, most important, themselves, in any formal or

informal meeting with clients and prospects. The ultimate goal is to achieve value moments of truth with existing clients or new business opportunit

2:30 pm - 3:45 pm Concurrent Sessions

A&A 11 GASB UPDATE A(G)

David Bean, CPA, GASB, Norwalk, CTImplementation issues associated with the GASBs pollution remediation obligations, intangible assets, and fund balance reporting standards will bethe primary focus of this session. In addition, this update will also provide insights into the Boards forthcoming proposals on pension accountingand financial reporting, and the financial reporting entity.

TAX 12 COMMUNICATIONS WITH IRS AND IRS COLLECTIONS T

William Roberts, J.D., The Roberts Law Firm, Dallas, TXThe strategy and tactics for dealing with IRS collections are unique. They hold the power and your client owes the money. This takes a special setof communication skills. This session will focus on the hows and whys of dealing with IRS collections.

MAP 13 LINKING PARTNER ACCOUNTABILITY AND COMPENSATION STRUCTURE BMO

Timothy Michel, CPA, Principal, Michel Consulting Group LLC, New Philadelphia, OH

The duties of a CPA firm owner are many and varied. To be effective, an owner must focus his/her efforts on doing the things that increase firm valuToo often, the owner compensation plan actually works against achieving firm objectives. The firms compensation program should drive owners

activities that are consistent with firm objectives and reward them for the value they bring to the firm. This session will focus on:

Identifying valued owner activities Encouraging owners to play to their strengths

Compensation plan attributes that bring unwanted results Using the compensation plan to achieve firm objectives

Recognizing that not all owners provide equal value

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Concurrent

Session

(continued)

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Concurrent

Session

Passionate, inspirational and motivating are words many would use to describe Leo Pusateri. He is the premier coach in the financial services industry,helping organizations and individuals discover, articulate and capitalize on their value. Leos thirty-year background includes leading the sales and marketingefforts of a nationally recognized investment advisory firm and years working as a sales consultant helping Fortune500 companies with their salesproductivity issues. His acclaimed book, Mirror Mirror on the Wall Am I the Most Valued of Them All?published in 2002, describes in detail his

unique and powerful Value Ladder process.


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Conference Agenda


2:30 pm - 3:45 pm 14 DEEPENING YOUR CLIENT RELATIONS TO ENHANCE YOUR VALUE M

ADV Jennifer Wilson, Co-Founder and Partner, ConvergenceCoaching, LLC, Bellevue, NEWith the recent economic uncertainty, the threat to client retention has been palpable. And most of us would say that were developing clientrelationships that last a lifetime. Yet few of us have made the time to truly deepen our client relationships and ensure that were delivering

superior value and exceptional service. Attend this session to explore a number of ideas to engage your clients more than ever before, including:

Building and maintaining real rapport and trust

Understanding your clients business issues and challenges

Processes and communications to stay in front of your clients

Thinking broadly about your clients and seeing beyond their needs todayWalk away with ideas and techniques to make a deeper difference for your clients, and find more meaning in your work, too!

TECH 15 ULTIMATE MOBILE WARRIOR SKA

Robert (Dr. Bob) Spencer, CCP, CDP, CNE, MCP, MSA, Ph.D., Twenty Seconds in the Future & K2 Enterprises, Gulf Breeze, FLWhen Dr. Bob began using mobile technology it was the Kaypro portable and a cell phone the size of a brick. 300 baud telephone modems anyone?Thirty years later the transition has been nothing short of magical, and Bob will review all of the tools and techniques that are part of being

the modern-day mobile technology user. Anywhere, anytime data storage, Smartphones that tether for Internet access, small portable WLAN devicesand much more. This will be a fun session that will demonstrate and explain the latest technology and how to implement it in your business.

TECH 16 CALCULATING TCO IN A SAAS WORLD IS IT REALLY CHEAPER? SKA

Geni Whitehouse, Founder, Even A Nerd Can Be Heard, Pleasanton, CALets talk dollars and cents. Weve all heard the hype about cloud computingbut there are plenty of unanswered questions. Questions like:Whats the real story when you are trying to compare the costs of Software as a Service (SaaS) with more traditional deployment options? Are thererealized benefits if you continue to operate with one foot in the world of on premise applications and the other in the land of SaaS? What does it

cost me from a speed perspective if I do everything via the cloud? And what about other issues, like AirCards, high speed Internet connections,and securityhow much is that going to add to my cost?

In this session, youll get answers to these questions and more, plus walk away with nuts and bolts information you can use to compute the

Total Cost of Owning (TCO) or Total Cost of Not Owning (TCNO) a SaaS solution.

TECH 17 CHALLENGES AND ISSUES WITH A TECHNOLOGY CONSULTING PRACTICE BMO

Peyton Burch, CPA, Director Partner Programs, Deltek, Houston, TX

Taylor Macdonald, CPA, Vice President, Worldwide Channels, Infor, Atlanta, GA

Jim Metzler, CPA.CITP, Vice President, Small Firm Interests, AICPA, Durham, NCAn IT and ERP consulting practice unit can be a lucrative and strategic part of any CPA firm. However, building and maintaining a successfulconsulting practice unit presents many business and cultural challenges for a CPA firm. During this session, three industry leaders will addressstrategies for achieving partner alignment and support, bridging cultural differences between traditional practice units and the consulting firm,

creating a sales and marketing culture for cross selling and new engagements, and hiring and maintaining top consulting talent. Learn whysome firms fail, and some succeed, in building a consulting arm that differentiates their organization.

TECH 18 SECURITY ESSENTIALS FOR BUSINESS PROFESSIONALS SKA

Eric McMillen, CISSP, CISM, CISA, GCIH, The McMillen Group, LLC, Plano, TXThis session is designed for accounting and business professionals who need to get up to speed quickly on information security issues andterminology. The goal is to enable these professionals to understand the critical security issues impacting their organizations and to speakthe same language as their security and network administrators. It will present a summary of important information on security topics

to ensure that partners/owners/managers can make informed choices and decisions that will improve their organizations security.

BONUS B2 COMPLIANCE SIMPLIFIED: USING PPCs SMART PRACTICE AIDS INTERNAL CONTROL TO DRIVE COMPLIANCEAND EFFICIENCY BMO

Presented by a Thomson Reuters Tax and Accounting ProfessionalThis course will offer tips on how to build a more efficient, compliant firm by using PPCs Smart Practice Aids Internal Control. It covers entity level,general IT, and activity level controls; when to test controls; methods and best practices; auditor responsibility related to internal controls; and howto more easily comply with technical standards. Youll also gain a better understanding of internal control and learn how to integrate use of PPCs

Internal Control Analyzer.

3:45 pm - 4:15 pm Networking Break Refreshments and Vendor Display

4:15 pm - 5:50 pm Concurrent SessionsA&A 19 NEWS FROM THE AUDITING STANDARDS BOARD AU

Chuck Landes, CPA, MBA, Vice President Professional Standards Group, AICPA, Washington, DCAlthough the issuance of new auditing standards has slowed down, the profession hasnt. This session will discuss the initiatives and projectsbeing undertaken to improve the quality of audits and financial reporting, and how they impact local CPA firms and their clients:

The Clarity Project and how it will affect standards in the future The ASBs response to the Single Audit Report

The continuing saga of internal control over financial reporting

Other new and proposed auditing standards as well as other initiatives designed to improve the quality of auditing

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Concurrent

Session

(continued)

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Concurrent

Session


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4:15 pm - 5:50 pm 20 MANAGING CLIENT DATA: SECURITY, CONFIDENTIALITY AND PRIVILEGE T

TAX Ed Karl, CPA, Director of Taxation, AICPA, Washington, DC

Roman H. Kepczyk, CPA.CITP, President, InfoTech Partners North America, Inc., Phoenix, AZDo you know your responsibilities and requirements for securely managing client data? Practitioners must adhere to FTC Red Flags Rules,Gramm-Leach-Blileys Safeguards Rules, Circular 230, IRS Revenue Code Sections 6713, 7216 and 7525, and a slew of state and whistle-blowingrules. But what do these rules actually require? Weve teamed up a tax expert with a tech expert to provide you with an understanding of the technicrequirements, both from a statutory or regulatory perspective and the information technology perspective. Ed will share the latest on how these rules

impact the way CPAs service clients and discuss the AICPAs interpretations and available resources. Roman will cover the technical aspects of sec

client information and transferring data to/from clients. Walk away with a practical understanding of how your firm should manage client data.MAP 21 AICPA TOWN HALL SKA

Jim Metzler, CPA, Vice President, Small Firm Interests, AICPA, Durham, NCAttend this facilitated session to discuss viewpoints on practice issues. Topics include:

Regulatory issues Emerging trends New business opportunities

Present and future AICPA initiatives Future of the profession Implications of the new economyand

ADV 22 BEAR HUG ACTION PLAN SKA

Angie Grissom, Vice President, Director of Consulting, The Rainmaker Consulting Group, Nashville, TN

Troy Waugh, CEO and Founder, Five Star 3, Nashville, TNThe value of your existing clients has never been higher. There is an old saying that goes, A bird in the hand is worth two in the bush. Firms shoulalways remind themselves of how valuable clients are. When firms think about growing their businesses, they should always think about growing itthrough their client base. Good business development starts there. Your existing clients can be your best and most accessible source of new revenuand your best source for referrals. This session will introduce a systematic approach to strengthening and deepening the client relationship by meet

with clients and providing ways to enhance their businessand yours!ADV 23 HOW TO TRANSFORM YOUR CLIENT ACCOUNTING SERVICES PRACTICE THROUGH CLOUD COMPUTING SKA, BMO (repeated in #51

Erik Asgeirsson, President and CEO, CPA2Biz, New York, NYThis session will highlight how progressive firms are transforming their client accounting services area, from basic transactional services like A/P and Ato more profitable outsourced CFO services. Learn how web-based accounting applications can enhance productivity, increase collaboration, reducecosts and generate a profitable return on investment for your firm and your clients. Discuss the latest accounting firm best practices to strategically prpackage, and position cloud solutions to your clients. Learn how to maintain a competitive edge by leveraging cloud-based technology and innovativemarketing strategies to provide higher margin, value-added services to clients. Session highlights:

Profiles and lessons learned from six CPA firms (small to large) who are leading the way in transforming this area of their practice Learn about the flexible new on-demand bill management (Bill.com), full-service financial management (Intacct) and paperless tax workflow

(Copanion) solutions

How to create non-traditional work environments that take advantage of remote or part-time resources and reduce travel time/costs

Improve data security, increase transparency, reduce risks and IT costs

Maximize your value as a Trusted Business Advisor and gain a true competitive advantage; strengthen client relationships by improving clientsbusiness processes, cash flow, and profitability

TECH 24 TEN ANSWERS EVERY NON-TECHNICAL EXECUTIVE MANAGER MUST DEMAND SKA

Ron Box, CPA.CITP, CFF, CISSP, Chief Financial Officer, Joe Money Machine Co., Birmingham, AL

Joel Lanz, CPA.CITP, CFF, CISA, CFE, Principal, Joel Lanz, CPA, P.C., Jericho, NYSimilar to a shareholder asking questions of executive management, the CFO should hold the IT function accountable for delivering the requisiteservices at the agreed-upon price or budget. The presentation will discuss how CFOs can challenge technology employees to think like entrepreneuin order to provide greater value to the company. Questions (and target answers) to be addressed will include:

To what extent have financial management practices been implemented by IT?

Does the service mix and sourcing of services reflect the business objectives?

Is the IT function appropriately placed within the organization?

Are critical applications effectively implemented in the business units?

Are the relevant strengths, weaknesses, opportunities and threats (SWOT) understood by executive management and the IT function?

TECH 25 TOP 10 IDEAS FOR CUTTING IT COSTS BMOL. Gary Boomer, CPA.CITP, Boomer Consulting, Inc., Manhattan, KSThis session will focus on how to maximize the return on your IT investment including dealing with myths, old paradigms and obsolescence.The economy today does not allow for inefficient processes and people who attempt to work outside the system. Learn what the best firmsare doing to build systems around their processes, and how a change in attitude may improve performance and results.10. Pricing 5. A Digital Platform

9. Training 4. Unique Ability Team8. Sourcing 3. Leadership - Management - Accountability7. Focus on the Big Rocks 2. Peer Metrics - Know You Numbers!6. Processes & Workflow 1. Risk Management - Tolerance

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0 Register by 5/5/10 SAVE $75!

4:15 pm - 5:50 pm 26 SECURITY UPDATE 2010 SKATECH David Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CA

IT security threats are constantly evolving, so an organizations response must also evolve to stay ahead of the game. This session explorescurrent security threats, and discusses how the latest products and technologies can be applied to practically and effectively help combat thesethreats. Topics include: phishing scams; social media concerns; keeping client data secure in the cloud; secure file exchange; latest anti-virusproducts and security suites; data encryption; data backups; and optimizing Windows 7 security.

TECH 27 SOCIAL MEDIA MARKETING STRATEGIES M

John Jantsch, Founder, Duct Tape Marketing, Kansas City, MO

In this session participants will be shown the considerations required to develop an integrated social media strategy. While marketing fundamentalshave remained the same, the need to adapt marketing strategies to take full advantage of the increasingly popular social media platform is essentia

6:00 pm - 7:15 pm Opening Reception Sponsored by and

MAIN CONFERENCE TUESDAY, JUNE 8 / DAY TWO


6:30 am - 8:00 am Continental Breakfast and Vendor Display

7:00 am - 7:50 am Early Riser Sessions

A&A 200 SAS 70 COMPLIANCE A, AU

Steven Ursillo Jr., CPA.CITP, CIA, CFE, CISA, CISM, CISS, Sparrow, Johnson & Ursillo, West Warwick, RIThe expanded use of third party service providers by many organizations has left auditors and risk managers struggling to assert vendor managemelegislative and regulatory requirements from internal control procedures outside the ownership of their organization. As a result, the demand for SAScompliance continues to gain momentum as these organizations are tasked with gaining assurance on the relevant internal controls and controls arofinancial reporting necessary to assist in managing third party service provider risk. This session will provide practitioners with information relevant to

understanding SAS 70 compliance, and will include SAS 70 usage, reporting, common areas of coverage, and comparisons with other typesof attestations. The information will be relevant for members in the third party service provider industry, practitioners with third party serviceprovider clientele, as well as the user organizations and user auditors they serve.

TAX 201 TAX PROFESSIONAL STANDARDS MAKING THEM WORK FOR YOU T

Ed Karl, CPA, Director of Taxation, AICPA, Washington, DCThe session will review tax ethical developments with regard to Circular 230, section 6694 (including implementing notices and regulations),and AICPAs Statements on Standards for Tax Services (SSTSs). Key areas to be covered include the recent SSTS exposure draft that becameeffective 1/1/10; disclosure of positions on tax returns; scope of work and responsibility to make reasonable inquiry (due diligence); use of

estimates; discovery of an error; providing oral and written tax advice; and definition of preparer. The presentation will use practicalexamples to make the session more interactive.

MAP 202 2009 CPA FIRM TOP ISSUES: SOLUTIONS FOR FIRM OWNERS TOP MAP CONCERNS SKA

Heidi Brundage, CPA, SPHR, Technical Manager, AICPA, Durham, NCBill Pirolli, CPA, Partner, Disanto, Priest & Co., Warwick, RIDo you know what keeps your competitors up at night? The 2009 PCPS CPA Firm Top Issues Survey found a shift in CPA firm owners concernsfrom prior studies because todays economic environment has forced firms to think about client retention first and foremost. Marketing andkeeping up standards were among other top issues. Join us for an in-depth session covering:

Review of 2009 Survey top issues by firm size

An analysis of trends between years and firm size

Available resources that help to address each issue

TECH 203 CLIENT PORTALS SKA

Jim Bourke, CPA.CITP, CFF, Partner, WithumSmith+Brown, Red Bank, NJThere are many solutions available for CPAs to electronically share confidential information and private data with clients. With the increased movetoward cloud computing and greater demand from clients to have information available anywhere/anytime, client portals are rapidly becoming

the solution of choice in our industry. Todays portal solutions offer a secure and reliable way to deliver the information your clients want,

when they want it. A good portal solution will also help the practitioner to comply with federal and state rules and regulations that surroundclient information, confidentiality and privacy. Jim will discuss some of the client portal solutions available in the marketplace today.

TECH 204 A TECHNICAL AND PICTORIAL TOUR OF A WORLD CLASS DATA CENTER SKA

Michael Bodner, Ph.D., Chief Information Officer, Infomedia Ltd., Plymouth, MISo you think that you have a state of the art data room in your office? Walk through a real commercial data center and see what the state of this arreally is. This session will guide you through a typical hosting installation, showing the physical structures, infrastructures, staffing, backup processe

and all of the little touches that are behind the reasoning that is driving more and more businesses to the conclusion that hosting in the cloud is theonly logical (and economical) way to compute in the current business climate.

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7:00 am - 7:50 am B3 PROCESS PERFECTION: GOING WITH THE DIGITAL FLOW SKA

BONUS Brian Steinert, Director of Software Product Management - Specialty Products, CCH, a Wolters Kluwer Business, Wichita, KSThis session will focus on increasing profitability and realization by leveraging technology. The session will examine a full paperless tax workflow, frofront-end scanning through delivery via e-file and portal. Add to that new developments in document management and firm-wide workflow which g

tech-savvy firms the power to access documents 24/7 from anywhere, increasing throughput and staff utilization. Why print static reports when youcan provide real-time information via user-customized dashboards?


28 PROFESSIONAL ISSUES UPDATE SKA

Robert R. Harris, CPA, Chairman, AICPA, and Managing Director, Harris, Cotherman, Jones, Price & Associates, CPAs-Chartered,Vero Beach, FL

Today the CPA profession has as important a role in the market as ever. Hear directly from the AICPA Chairman about AICPA initiatives and efforts, including:

State of the Economy Regulatory and Legislative Landscape

Tax Law Changes and Updates International Financial Reporting Standards

Globalization of the Profession Accounting for Sustainability Private Company Financial Reporting Technical Excellence

Technology & Social Media Growing Our Pipeline

9:00 am - 10:15 am Concurrent Sessions

A&A 29 FRAUD DETECTION A, AU

John Hall, CPA, Hall Consulting, Inc., Vail, COAccounting and assurance professionals have limited responsibility for detection of dishonesty and fraud. Yet history has consistently shownthat we are often in the best position to discover these incidents. Our daily objectivity directs us toward reviewing transaction details with askeptical eye. As a result, practitioners find hidden issuesincluding fraud! Topics covered in this session include:

Three step approach to fraud detection Common fraud schemes

Fraud indicators Red flags and symptoms

MAP 30 I TRUST YOU (SORT OF) DO YOU TRUST ME? SKA

Jennifer Wilson, Co-Founder and Partner, ConvergenceCoaching, LLC, Bellevue, NE

Trust is as powerful an element of success as any other. It is one of the most important characteristics of an inspired, unified, and difference-makingteam. And yet, workplace surveys (and our experience) show that employees do not trust their employers, co-workers do not trust their peers, and

owners do not trust their partners. Wow! Attend this session to explore the cornerstones of trust in your relationships with others, focusing on thosewith staff, peers, partners, and clients. Together, well learn how to trust more, and how to earn and maintain the trust of others. Well discuss:

How trust is earned and maintained Trust-building behaviors including integrity, accountability and straight ta

What to do when trust erodes or is broken The fundamentals of forgiveness

People who trust you will engage meaningfully with you, theyll work tirelessly for you, theyll support you, and theyll speak highly of you, too.Leave this session with insights and actions you can take to enhance the trust in your relationships.

TECH 31 DISCUSSION WITH RON GRIFFIN SKA

Ron Griffin, Senior Vice President, Technology Solutions Group IT, HP, Hewlett-Packard Development Company, L.P., Atlanta, GADescription to come please check website for additional details.

Concurrent Session descriptions continue on page 14

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Bob Harris (Chairman of AICPA 2009-2010) has served the AICPA in many capacities. He is a former member of the Board of Directors of theAICPA and has been a member of the governing Council for 15 years. From 2003-2008, he was chairman of the AICPAs National Accreditation Commissionwhich oversees the Institutes four specialized credentials. He chaired the 150-Hour Task Force in 19992001 and has served on the PCPS ExecutiveCommittee, Work/Life and Womens Initiatives Executive Committee, Quality Review Executive Committee, Life and Disability Executive Committee, StateLegislation Committee and Finance Committee. He is managing director of Harris, Cotherman, Jones, Price & Associates, CPAs-Chartered, in Vero Beach, FLIn his role as a consulting and testifying expert, he speaks to attorneys and CPAs throughout the country on professional standards and malpractice issues.He was president of the Florida Institute of CPAs from 19901991 and a member of the Board of Governors from 19852001.

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I have been exposed to many different skills on runninga practice. New technology updates are great, while

also getting a sense of where the profession is heading.

Michael Grandmaison, Grandmaison & Tripoli LLP, Danvers, MAPractitioners Symposium 2009 attendee


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B8 Effective Retiremeand the AICPA FirmMemberRetireme

205 Peer Review Update: The Reviewed Firms Perspective 206 Work/Life Balance - Its All About Flexibility 207 Making the Most of Your Paperless Tax Practice B7 Raising the Bar on Audit Efficiency, Compliance and AccuracCCHs Knowledge Coach and Knowledge Tools

N CONFERENCE / WEDNESDAY, JUNE 9 / DAY THREE

m - 12:25 pm Registration and Message Center Open Continental Breakfast and Vendor Display (6:30 am - 8:00 am)

m - 9:15 am

m - 10:35 am 70 KEYNOTE SESSION: A VIEW FROM THE FUTURE: WHATS AHEAD FOR THE ACCOUNTING PROFESSION WITH EDIE WEINER

m - 12:25 pm 71 KEYNOTE SESSION: TECHNOLOGY FUTURES 2010 WITH RICK RICHARDSON

pm Conference Adjourns

67 Advanced Excel Tips & Tricksfor Accountants

68 The Role of the IT Professionalin a SaaS World

69 Maximizing the Value of YourPaperless System

64 Retaining Your Top Talent:Maintain the Desired Returnof Your Investment

63 SSARS Update 65 Marketing in 2010: What YouNeed to Know

66 The Next GenerationAccounting Firm

AICPA Tech+ Information Technology Conference Thought Leader/VAICPA Practitioners Symposium

A&A - Accounting & Auditing TAX - Tax MAP - Management of anAccounting PracticeRACKS

ADV - Trusted Business Advisor

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15 Ultimate Mobile Warrior 16 Calculating TCO in a SaaSWorld - Is it REALLY Cheaper?

17 Challenges and Issues witha Technology ConsultingPractice

18 Security Essentials forBusiness Professionals

12 Communications with IRSand IRS Collections

20 Managing Client Data: Security,Confidentiality and Privilege

13 Linking Partner Accountabilityand Compensation Structure

21 AICPA Town Hall

11 GASB Update

25 Top 10 Ideas for CuttingIT Costs

26 Security Update 2010 27 Social MediaMarketing St

14 Deepening Your ClientRelations to EnhanceYour Value

22 Bear Hug Action Plan

5 Planning for Disasters andRecovery: A Guide to PreparingYour Firm Before Disaster

7 One on One with Peter Sheahan 9 Accounting Software &Consulting Showcase

10 Business & IndustryShowcase

8 SaaS Showcase6 Advising the Troubled Business3 DOL/ERISA Regulatory Update 4 Wealth Transfer Tax Update

19 News from the AuditingStandards Board

B1 Making WorkDocument anManagement

B2 Compliance SUsing PPCs SAids- InternaCompliance a

23 How to Transform Your ClientAccounting Services PracticeThrough Cloud Computing

24 Ten Answers EveryNon-Technical Executive

Manager Must Demand

N CONFERENCE / MONDAY, JUNE 7 / DAY ONE


m - 9:45 am 1 KEYNOTE SESSION: TECH UPDATE WITH RANDY JOHNSTON

m - 11:45 am 2 KEYNOTE SESSION: FL!P: HOW TO FIND AND EXPLOIT OPPORTUNITIES IN AN UPSIDE-DOWN WORLD WITH PETER SHEAHAN

m - 12:45 pm

pm - 2:20 pm LUNCH/LUNCHEON SPEAKER: YOU ARE THE VALUE! WITH LEO PUSATERI (PRESENTATION: 1:30 PM - 2:20 PM)

m - 3:45 pm

m - 5:50 pm

m - 7:15 pm OPENING RECEPTION SPONSORED BY PAYCHEX AND CCH

202 2009 CPA Firm Top Issues: Solutions forFirm Owners Top MAP Concerns

203 C lient Portals 204 A Technical and Pictorial Tour of aWorld Class Data Center

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Change Break

200 SAS 70 Compliance B3 Process Perfection: Going With201 Tax Professional Standards -Making Them Work for You

m - 7:50 amiser Sessions

B4 Effective Retirand the AICPAMemberRetirS

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36 Windows 7 & Office 2010:Why It Is a Must-Have

38 Building a Case forBusiness Intelligence

39 Myths & Mysteries: What YouNeed to Know BEFORE YouBegin Using Cloud Computing

37 Forensics and FraudDetection Utilizing CAATTs

34 How to Turn On YourSales Engine!

35 Client Retention Starts withFive Star Client Service

32 IFRS for SMEs 33 Maximizing SocialSecurity Benefits

57 Strategic Planning for a CPAFirm - Under $5M

59 Why Join the Family 61 Panel: Consulting 62 Panel: Business & Industry60 Panel: CPA Firms55 Internal ControlDocumentation

52 Adobe Ins and Outs for thePracticing CPA

53 Great Web Apps

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58 Client Advisory Boards AnEasy System to Recruit andRetain Great Clients

29 Fraud Detection 30 I Trust You (Sort Of) - Do You Trust Me? 31 Discussion wth Ron Griffin

51 How to Transform Your ClientAccounting Services PracticeThrough Cloud Computing

B6 Marketing Yoas a Tech-Sa

B5 Making Risk AsseEasier with PPCsPractice Aids

42 Firm Culture in a Down Economy 43 Virtualization Best Practices 45 SaaS Consulting Update -Contrasting the Business Modelfor a SaaS Consulting Practice vs.Traditional Reseller Practice

46 Architecting a BusinessIntelligence Project

4 0 F ASB/ IASB U pda te 4 1 In div idu al Fed eral I nco meTax Update

48 Business IncomeTax Update

47 Yellow Book andSingle Audit Update

49 Practice ContinuationAgreements: A Survival Kitfor Your Practice

50 Thriving in a Down Economy -The Importance of the 3Ms:Managing, Mentoringand Marketing

56 Tax Experts Panel

N CONFERENCE / TUESDAY, JUNE 8 / DAY TWO


m - 8:50 am 28 KEYNOTE SESSION: PROFESSIONAL ISSUES UPDATE WITH BOB HARRIS

m - 10:15 am

m - 12:25 pm

pm - 1:50 pm LUNCH/LUNCHEON SPEAKER: INSPECTOR GADGET AKA DAVID CIESLAK (PRESENTATION: 1:00 PM - 1:50 PM)

m - 3:15 pm

m - 5:00 pm

m - 6:00 pm

m - 9:00 pm NETWORKING RECEPTION (6:00 pm - 7:00 pm) EVENING RECEPTION SPONSORED BY PCPS AND CITP Invitation Only(7:00 pm - 9:00 pm)

E-CONFERENCE / SUNDAY, JUNE 6

101 Social Media Strategyand Implementation

103 Tax Season Debrief 104 Trusted BusinessAdvisor Workshop

105 PCPS Roundtables 106 IT Roundtables102 IT Considerations inRisk Based Auditing

dded Workshopsm 4:00 pm

Welcome Reception6:15 pm - 7:15 pm

Roundtables4:15 pm 6:15 pm

44 Gaining Audit Efficiency andInsight Through Risk Metrics& Data Analytics

54 Achieving StrategiThrough Process ImAvoiding Implemen

BONTECH


13/23

Conference Agenda

Register by 5/5/10 SAVE $75!4

10:15 am - 10:45 am Networking Break Refreshments and Vendor Display

10:45 am - 12:25 pm Concurrent Sessions

A&A 32 IFRS FOR SMEs A

Robert Durak, CPA, Senior Technical Advisor, Accounting Standards, AICPA, New York, NYThis session will cover:

The SEC roadmap to IFRS adoption The basics of the IASB, including its structure and operati

Philosophical differences between IFRS and U.S. GAAP IFRS adoption trends

Key FASB/IASB convergence projects IFRS for small and medium sized entities

What companies and firms should be doing

TAX 33 MAXIMIZING SOCIAL SECURITY BENEFITS TTheodore J. Sarenski, CPA/PFS, CFP, Blue Ocean Strategic Capital, LLC, Syracuse, NY

Learn how to advise your clients about the best way to maximize social security for their retirement. Learn how to help your clientsplan for social security. See real life examples of how to effectively maximize social security for your clients.

MAP 34 HOW TO TURN ON YOUR SALES ENGINE! M

Charles Hylan, CPA, Shareholder, The Growth Partnership, St. Louis, MO

2009 marked the end of several years of growth for the accounting industry. During these years, firms all over the country grew despitethe lack of formal systems or training. The current economic environment is forcing accounting firms to be more organized about their businessdevelopment efforts and challenging leaders to develop marketing and sales skills in their people. What is your firm doing? Come to this sessionand learn best practices for developing and enhancing the business development culture within your firm.

ADV 35 CLIENT RETENTION STARTS WITH FIVE STAR CLIENT SERVICE SKA

Troy Waugh, CEO and Founder, Five Star 3, Nashville, TN

Angie Grissom, Vice President, Director of Consulting, The Rainmaker Consulting Group, Nashville, TNThe foundation for a successful accounting practice is providing outstanding service. In fact, the service you provide, and the experience yourclients have, is essential to your firms brand. This session will explore the relationship between your brandwhat your clients actually experienceand the manner in which your internal team delivers client service. Developing the team is crucial to branding your brand. A strong team that

consistently delivers outstanding service equates to a strong brand and a strong firm.

TECH 36 WINDOWS 7 AND OFFICE 2010: WHY IT IS A MUST-HAVE SKA

Randy Johnston, Executive Vice President, Network Management Group, Inc., K2 Enterprises, Hutchinson, KSThe latest mainstay applications from Microsoft are Windows 7 and Office 2010; this session will show you why your organization needsto get to these next generation platforms. Understand the features that are most relevant to accountants and see how these productscan improve productivity, provide great security.

Learn how to prepare your organization to learn and use these tools effectively

Understand the acquisition strategies

Learn the key features that justify the transition

TECH 37 FORENSICS AND FRAUD DETECTION UTILIZING CAATTs AUMark Mayberry, CPA.CITP, CISA, Partner, BDO USA, LLP, New York, NYThis session includes discussion of the application of Computer Assisted Auditing Tools and Techniques (CAATTs) to detect evidence of fraudand financial statement manipulation. Using actual CAATT applications, the presenter will demonstrate powerful techniques that can reduce

reliance on sampling, greatly increasing audit effectiveness and efficiency while minimizing audit risk.

TECH 38 BUILDING A CASE FOR BUSINESS INTELLIGENCE BMO

Rob Fisher, CPA.CITP, Assistant Vice President, Kansas City Life Insurance, Kansas City, MOBusiness Intelligence (BI) provides organizations of all sizes with an opportunity to gain a competitive advantage by turning data into an actionableinformation asset. However, many organizations struggle to quantify the value of BI. As a result, BI projects are either never started or startedwithout the proper commitment of resources.

This session is designed for those considering or just beginning a BI initiative, or consultants and others who provide advisory services related to BI.It will provide a structured way to build a value proposition to garner executive level support, and will focus on ways to identify the tangible

business benefits, costs and resources required to successfully implement a BI platform. Topics covered will include:

Assessing the readiness of your organization for a BI initiative Common BI mistakes

Identifying key business processes that would realize tangible improvement with the application of BI

Identifying key people to involve in the BI project

Developing a vision for future implementations

Scoping the initial implementation

Constructing the value proposition and acquiring approval

Attendees will leave with an understanding of how to build a comprehensive BI value proposition in order to support a successful implementation.

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10:45 am - 12:25 pm 39 MYTHS AND MYSTERIES: WHAT YOU NEED TO KNOW BEFORE YOU BEGIN USING CLOUD COMPUTING SKA

TECH Lisa Johnson, CPA.CITP, CISA, CISM, CGEIT, CFO, TWM Associates, Inc., Falls Church, VA

Geni Whitehouse, Founder, Even A Nerd Can Be Heard, Pleasanton, CAYou or your client have finally reached a decision to consider a SaaS (Software as a Service) application. Thats when the questions start: What abousecurity and ownership of data? Business continuity? E-discovery? Compliance? Its time to get your head out of the clouds and start planning for thevaluation and implementation. This session will provide an overview of the risks, impacts, and benefits to your business and control environment.

You will hear from a recent survivor (or survivors) on what to expect when you make the move to cloud computing. Youll learn about the changes tothe old model for both users and consultantsfrom installation, to implementation, to training and support expectations, to user updates. Youll learabout differences in workflow, reporting, and even connectivity between different applications. On leaving this session, you will be preparedfor rapid implementation with fewer surprises. You might say your feet will be firmly planted on solid ground.

BONUS B4 EFFECTIVE RETIREMENT STRATEGIES AND THE AICPA FIRM-BASED MEMBER RETIREMENT PROGRAM SKA (repeated in #B8)

Presented by PaychexIn todays economic climate, clients have never more needed their CPAs proactive review of their retirement positions to help ensure long-term

financial well-being. In addition, this is an opportune time for CPAs to step back and consider their own retirement strategy. The AICPA MemberRetirement Programconstructed by CPA membersis an excellent retirement solution to help firms and individuals achieve their retirementgoals with ease and affordability. This session includes:

Information of effective retirement plan strategies

A discussion of SIMPLE IRA vs. 401(k)

A review of the unique benefits your firm can enjoy through the AICPA Member Retirement Program

Join this session to explore current retirement advances and evaluate your own current retirement strategy.

12:25 pm - 1:00 pm Lunch

1:00 pm - 1:50 pm Luncheon SpeakerL2 INSPECTOR GADGET SKA

David Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CA

Always on the lookout for the latest tech toys and gadgets poised to hit the market, Inspector Gadget is back again to share his latest findings,along with insights as to how these cool little devices will change the way we work! From productive and essential to fun and frivolous, theres a

tech tool in this session for everyone!

2:00 pm - 3:15 pm Concurrent Sessions

A&A 40 FASB/IASB UPDATE A

Stephen Bodine, CPA, Principal, LarsonAllen LLP, Minneapolis, MNThis session will cover the recent standards issued by the FASB and IASB, including uncertain tax positions, subsequent events, fair value,accounting for small and medium sized entities, among others, as well as proposed accounting updates. Proposed standards currently includelease accounting, disclosures for financed receivables, financial instrument accounting and revenue recognition. Materials include case studiesand sample disclosures to assist practitioners in implementing recently issued standards.

TAX 41 INDIVIDUAL FEDERAL INCOME TAX UPDATE T

Tom Ochsenschlager, CPA, Vice President of Taxation, AICPA, Washington, DC

Doug Stives, CPA, Monmouth University, West Long Branch, NJWhat have Congress, Treasury and the Courts done lately? This session will cover:

Overview of relevant and some unusual cases and rulings, along with a review of recent legislation

What Congress will do next

Predictions and commentary on the mood in Washington to raise taxes

Tax planning ideas for the coming months and years

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David Cieslak is a Principal in Arxis Technology, Inc., a computer consulting firm with offices in Woodland Hills and S imi Valley, CA. He is currently an instructfor K2 Enterprises and frequent speaker for the California Society of Certified Public Accountants (CalCPA), the American Institute of Certified Public Account(AICPA) and other state accounting societies. He has taught micro-computer classes for California State University at Northridge and written numerous articlfor The Quantum PC Report for CPAs, CSCPA Outlook, California CPA, and the AICPA InfoTech Update. Mr. Cieslak has served on the Information TechnologyAlliance board of directors, the AICPA IT Executive Committee and CalCPA Council. He is the past president of the California CPA Education Foundation and aactive participant with the CalCPA State Technology Committee and Westside Micro-Computer Users Discussion Group. He is past chairman of the CalCPAState Technology Committee and former member of the AICPA Information Technology Practices Sub-Committee. He is a member of various other AICPAand CalCPA planning committees for courses, conferences and computer shows.

The golden nuggets of information that I can immediately

implement in my daily work that will save time and increase

usability and satisfaction with my work.

David S. Shuman, Vector Consulting Services Inc., Chicago, ILTECH+ 2009 attendee


15/23

Conference Agenda

Register by 5/5/10 SAVE $75!6

2:00 pm - 3:15 pm 42 FIRM CULTURE IN A DOWN ECONOMY SKA

MAP Richard Caturano, CPA, President & CEO, Caturano and Company, Boston, MAThe down economy has caused many firms to cut back on benefits, salaries and even people. What are some of the things that we as leaderscan do to maintain firm culture in difficult times and capitalize on the opportunities in a down economy ?

TECH 43 VIRTUALIZATION BEST PRACTICES SKA

Randy Johnston, Executive Vice President, Network Management Group, Inc., K2 Enterprises, Hutchinson, KS

Whether youre looking to run older applications in a Windows 7 environment, reduce the number of servers in your organization, considering desktvirtualization or establishing a training and testing environment without fear of corrupting your existing computers or network, virtualization should be

the forefront of your plans. Participants are introduced to the concepts and benefits of virtualization, and will learn how to create, deploy, and managvirtual PCs and servers. Hardware requirements, software licensing issues, and managing virtual machines are all addressed, along with how toavoid some of the more common mistakes associated with virtualization.

Understand virtualization benefits and alternatives

Consider the best virtualization strategy for your organization

Recognize the shortfalls and best practices for using virtualization

TECH 44 GAINING AUDIT EFFICIENCY AND INSIGHT THROUGH RISK METRICS & DATA ANALYTICS AU

April Gunn, CPA, CISA, Data Analysis Director, Virginia Auditor of Public Accounts, Richmond, VAAs auditors, we have a tendency to accumulate massive amounts of data. Do you ever feel like you arent doing enough with that data? Have you

ever wondered how you could focus your audits by pinpointing risks of non-compliance present in the data? Would this help to improve the efficienand effectiveness of your organizations audit and regulatory compliance process? Find out how to do this via a discussion of tools and techniques tassist with implementing a multi-entity or program-related risk based audit approach. Attend this session to learn:

How to review data for decentralized entities as a whole instead of individually How to and challenges of implementing a risk-based audit appro

How to combine external risks with risks identified within your data Ways to automate assigning risks to determine audit approach How to identify common internal control weaknesses and non-compliance indicators in your data

TECH 45 SAAS CONSULTING UPDATE - CONTRASTING THE BUSINESS MODEL FOR A SAAS CONSULTING PRACTICE

VS. TRADITIONAL RESELLER PRACTICE AU

Taylor Macdonald, Vice President, Worldwide Channels, Infor, Atlanta, GASoftware delivery is changing and the profession needs to be ready. Software as a Service (SaaS) is one of the fastest growing areas of the software

industry. Yet on-premise software is still the norm for business management software. Learn how you can profit from building a SaaS consultingpractice within an existing traditional value-added reseller practice. Compare and contrast the two delivery models, the economics behind each, andunderstand the hidden advantage CPA firms have. Gain an understanding how your service offerings have to evolve to todays new delivery model.

TECH 46 ARCHITECTING A BUSINESS INTELLIGENCE PROJECT BMO

Donny Shimamoto, CPA.CITP, Founder & Managing Director, IntrapriseTechKnowlogies LLC, Honolulu, HIAccording to an annual Gartner survey, Business Intelligence (BI) technology has been the #1 priority identified by CIOs from 2006 through 2009.A TDWI study found that up to 70% of BI resources can be squandered addressing people, process or governance issues. What does this mean?

That there is a lot of risk in BI projectsrisks that must be managed and mitigated to ensure the projects success. Technical competence isonly one key to BI project success. Learn how to take a holistic business approach to your BI project, including:

Applying the Enterprise Information Architecture framework to structure and organize a business intelligence/business reporting project

Identifying the key roles and expertise needed on the project team

Using an iterative project approach to balance delivery of short -term value and long-term success

Whether you are sponsoring, managing, advising, or participating in a BI project, this session is a must-attend to ensure that the projectyour name is attached to is a success.

BONUS B5 MAKING RISK ASSESSMENT EASIER WITH PPCs SMART PRACTICE AIDS BMO

Presented by a Thomson Reuters Tax and Accounting ProfessionalThis course will help you make your firm more productive by automating the risk assessment process. It uses a case study approach to teachbest practices that will improve your efficiency and effectiveness when using these software tools.

3:15 pm - 3:45 pm Networking Break Refreshments and Vendor Display

3:45 pm - 5:00 pm Concurrent Sessionss

A&A 47 YELLOW BOOK AND SINGLE AUDIT UPDATE AMary Foelster, CPA, Director, Governmental Auditing and Accounting, AICPA, Washington, DC2010 is expected to be another active year when it comes to Yellow Book and single audit activities. This session will fill you in on the latest, includin

Recovery Act implications

An update on the activities of GAQC

An expected GAO exposure draft proposing revisions to the 2003 version of the Yellow Book

New guidance issued by the AICPA GAQC to enhance the quality of single audits, including a discussion of SAS 117, Compliance Audits

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3:45 pm - 5:00 pm 48 BUSINESS INCOME TAX UPDATE T

TAX Tom Ochsenschlager, CPA, Vice President of Taxation, AICPA, Washington, DC

Doug Stives, CPA, Monmouth University, West Long Branch, NJThis session will supplement #40 with content involving cases, rulings, recent legislation, anticipated changes and planning opportunitiesfor businesses. The continuing trend to use LLCs and S corporations for most small businesses will be analyzed with a look at IRS initiativesin these areas. Areas of focus will include:

S/E tax

Reasonable compensation for S corporations

Employee benefits for ownersMAP 49 PRACTICE CONTINUATION AGREEMENTS: A SURVIVAL KIT FOR YOUR PRACTICE BMO

John Eads, CPA, Smith Jackson Boyer & Bovard, PLLC, Dallas, TXAsk yourself the following questions: What will my spouse or immediate heirs do with my practice if I die or become disabled? How can I preserve tvalue of my professional public accounting practice, which may be the largest asset in my estate? This presentation is based on the book authored John A. Eads, CPA, and a past president of the Texas Society of Certified Public Accountants. In this presentation, John will explain how you can ens

the continuity of your practice with a practice continuation agreement in the event of death, disability or retirement, as well as the processutilized in the transfer of your practice to a successor CPA or CPA firm once one of the triggering events takes place.

ADV 50 THRIVING IN A DOWN ECONOMY THE IMPORTANCE OF THE 3Ms: MANAGING, MENTORING AND MARKETING M

Rita Keller, President, Keller Advisors, LLC, Beavercreek, OHNow, more than ever, CPA firm leaders need to ask themselves:

What more can we do during these challenging times?

Why is it important to have a healthy mentoring program?

Why should all team members renew their enthusiasm for marketing? What can we do to help our managers truly managetaking it beyond just a title?

Firms that aggressively address these important management concerns will build a foundation for future growth and profitability.

ADV 51 HOW TO TRANSFORM YOUR CLIENT ACCOUNTING SERVICES PRACTICE THROUGH CLOUD COMPUTING SKA, BMO (repeat of #23)

Erik Asgeirsson, President and CEO, CPA2Biz, New York, NYThis session will highlight how progressive firms are transforming their client accounting services area, from basic transactional services like A/P and Ato more profitable outsourced CFO services. Learn how web-based accounting applications can enhance productivity, increase collaboration, reducecosts and generate a profitable return on investment for your firm and your clients. Discuss the latest accounting firm best practices to strategically pr

package, and position cloud solutions to your clients. Learn how to maintain a competitive edge by leveraging cloud-based technology and innovativemarketing strategies to provide higher margin, value-added services to clients.

TECH 52 ADOBE INS AND OUTS FOR THE PRACTICING CPA CS

Robert (Dr. Bob) Spencer, CCP, CDP, CNE, MCP, MSA, Ph.D., Twenty Seconds in the Future & K2 Enterprises, Gulf Breeze, FLCPAs in practice use PDF files more than ever. In this session, participants will learn how to create, modify and protect PDF documents,

OCR, and catalog documents for searchability, create better bookmarks for navigation, send PDFs to clients for review and comment,learn how to secure PDFs with passwords or digital certificates and apply digital signatures, remove sensitive data, create custom stamps

to use as tickmarks, and create and use fillable forms.

TECH 53 GREAT WEB APPS SKADavid Cieslak, CPA.CITP, GSE, Principal, Arxis Technologies, Inc., Simi Valley, CABy now, weve all read the headlines, and heard the exhortations about how cloud computing (running applications and storing data on the Web)will transform our lives. And it finally appears that anywhere, anytime computing is becoming a reality! But just what are some of the web-based,applications that will lead us into this exciting new paradigm? This session will spotlight a number of the hottest web-based applications available

todaysome for a fee, but many of them FREE! Learn how the promise of cloud computing is finally coming true! Get ready to be amazed!

TECH 54 ACHIEVING STRATEGIC ADVANTAGE THROUGH PROCESS IMPROVEMENT: AVOIDING IMPLEMENTATION PITFALLS BMO

Chris Spivey, MBA, Owner, Spivey and Co., LLC, Argyle, TXBusiness Process Improvement and Business Intelligence together can provide great value to organizations; however, implementation projects to reathat value are often problematic.This session will describe how to structure BPI projects with governance, leadership, management, administration aexecution to minimize the risk of failure. The connection between BPI and BI in context of the alignment of strategy, process, information, and techno

will be explored. Common issues facing projects will be examined and potential solutions will be considered. Some examples: dealing with new facprovided by process transparency; organization and individual behavior in the new model where information is more freely available; aligning incentbehaviors and results; reconciling different definitions for information; and changing to a proactive, predictive management philosophy.

Attend and learn how you can help ensure the success of your BPI and BI projects.

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Session

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Diverse group of professionals. Skill set mix.

Learning new ideas that help bottom line.

James (Jim) R. Gilbert, Merrick & Company, Highlands Ranch, COTECH+ 2009 attendee


17/23Register by 5/5/10 SAVE $75!8

Conference Agenda

5:10 pm - 6:00 pm Concurrent Sessionss

A&A 55 INTERNAL CONTROL DOCUMENTATION A

Speaker pending. Please check website for updates.A practical discussion and demonstration of documenting internal controls as required under SAS 109.

Review of GAAS requirements Audit Risk Audit Guide

Practical issues in documenting controls Tools selection

Identifying and reporting control deficiencies Benefits of better controls

Clientauditor interaction for effective cost management

TAX 56 TAX EXPERTS PANEL T

Doug Stives, CPA, Monmouth University, West Long Branch, NJ

John Round, J.D., L.L.M (Tax), Board Certified Estate Planning and Probate Law by the Board of Texas Board of LegalSpecialization and ACTEC Fellow, Strasburger & Price, LLP, Dallas, TX

Ed Karl, CPA, Director, AICPA Tax Division, Washington, DC

Tom Ochsenschlager, CPA, Vice President of Taxation, AICPA, Washington, DCGet involved! Attend this session to share your concerns and hear what our experts think. Panelists will provide opinions and solutions to

questions from participants, which promises to be lively. Forms to submit questions prior the session will be available in the Registration area.

MAP 57 STRATEGIC PLANNING FOR A CPA FIRM UNDER $5M BMO

Abram Serotta, CPA, Serotta, Maddocks, Evans & Co., Augusta, GACPA firms need to plan for the future and the changes needed to survive. This session offers practical approaches to:

Understanding the why and need for planning The type and forms of planning

Outlining the agenda for a strategic retreat How to use SWOT to develop your plan

ADV 58 CLIENT ADVISORY BOARDS AN EASY SYSTEM TO RECRUIT AND RETAIN GREAT CLIENTS SKA

Mark Koziel, CPA, Director, Specialized Communities/Firm Practice Management, AICPA, Durham, NC

The PCPS 2009 CPA Firm Top Issues Survey revealed that client retention was the #1 issue for firms of all sizes within the profession.The economy has certainly had an impact on how clients view CPA services. The service model for attracting and retaining clients has certainly

changed from just two years ago. A Client Advisory Board (CAB) can be an extremely powerful tool to help you retain current clients and attractnew ones. CABs enable firms to hear directly from their clients about how they are fulfilling client expectations and how the firm can improve,cross sell and add to its service offerings. In this session you will learn: Different methods to conducting a client advisory board

How to get started with a client advisory board system

Proper inquiry techniques to get the most out of your client advisory board

How to gain the perspective of your clients before your competitors do!

TECH 59 WHY JOIN THE FAMILY SKA

Jim Bourke, CPA.CITP, CFF, Partner, Withum Smith+Brown, Red Bank, NJJanis Wong, CPA.CITP, CISA, Project Manager, AICPA, Durham, NCThis informal session will answer all your questions about the AICPA membership sections and credentials available through the AICPA.Learn how the AICPAs resources, and being a part of these growing communities, can help you professionally. We will cover:

An overview of the membership sections

How CPAs and non-CPAs in public practice and industry use these resources

An overview of the credentials and benefits

An open Q&A session

Leave this session with the information you need to determine if section membership and/or the AICPA credentialing will help you in your career.Assistance with completing applications to either join a membership section or become an AICPA credential holder will be available.

TECH 60 PANEL: CPA FIRMS SKA

TECH 61 PANEL: CONSULTING SKA

TECH 62 PANEL: BUSINESS & INDUSTRY SKA

BONUS B6 MARKETING YOUR PRACTICE AS A TECH-SAVVY FIRM MKTPresented by a Thomson Reuters Tax and Accounting Professional

You already know that technology can help you increase efficiency and automate your workflow. But you may not know that it can also be apowerful marketing tool for retaining current clients and attracting new ones, as well as attracting and retaining top employees. This course

will teach you how technology can boost your business and increase revenue.

6:00 pm - 7:00 pm Networking Reception

7:00 pm - 9:00 pm Evening Reception Sponsored by and (invitation only)

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MAIN CONFERENCE WEDNESDAY, JUNE 9 / DAY THREE


6:30 am - 8:00 am Continental Breakfast and Vendor Display

7:00 am - 7:50 am Early Riser Sessions

A&A 205 PEER REVIEW UPDATE: THE REVIEWED FIRMS PERSPECTIVE A

James Brackens Jr., CPA, Vice President, Firm Quality and Practice Monitoring, AICPA, Durham, NCLearn whats new in Peer Review and how it will impact your firm. This session will also provide tips to improve the quality of your firms A&A

practice, and topics include: New standards - lessons learned

Revisions to reviews of A-133 engagements

Changes in state regulations relative to Peer Review

MAP 206 WORK/LIFE BALANCE ITS ALL ABOUT FLEXIBILITY PD

Cheryl Leitschuh, Ed.D., RCC, Leitschuh Leadership Consulting, Burnsville, MNAll this talk about work/life balance!! What does this mean to you, your employees and the sustainability of your firm? Who is in charge of work/lifebalance and what items should we consider in implementing a work/life balance strategy? This session will provide information which can impactthe development and retention of your employees. Information will be provided on what other firms and organizations are doing as well as keysto success and some pitfalls to avoid.

TECH 207 MAKING THE MOST OF YOUR PAPERLESS TAX PRACTICE T

Bobbie Rosenberg, CPA, Partner, Buller, Wuite, Lawlor, Olsson, Eugene, OR

Tim Shortsleeve, CPA.CITP, Partner, Bonn, Shortsleeve & Ray, Rochester, NY

In this highly interactive session participants will discuss all of the latest and greatest issues impacting the paperless tax practice. Workflows,scanning, processing and equipment will all be covered. Please come prepared to share your ideas and get your questions answered.

BONUS B7 RAISING THE BAR ON AUDIT EFFICIENCY, COMPLIANCE AND ACCURACY USING CCHS KNOWLEDGE COACHAND KNOWLEDGE TOOLS BMO

Mike Ritchie, Specialty Product Management, CCH, a Wolters Kluwer Business, San Diego, CANew regulations and increased scrutiny, combined with the need to better manage costs, put audit firms in a position where they need to domore with less. This session focuses on methods for streamlining the entire audit process, from risk-based planning through final sign-offs, thatcan drive dramatic improvements in efficiency, compliance and accuracy on audit engagements. You will learn how to use the latest toolsavailable to quickly build a risk-based audit plan based on the latest audit standards, how to guard against over and under-auditing,

and how to eliminate redundant and non-value added tasks that weigh down an audit and create inefficiencies.

8:00 am - 9:15 am Concurrent Sessions

A&A 63 SSARS UPDATE A

Carolyn McNerney, CPA, Equity Director, SS&G Financial Services, Inc., Akron, OHThis session will address recently issued SSARS as well as provide details regarding ongoing projects. Current issues and matters of interest

in the compilation and review arena will also be discussed.

MAP 64 RETAINING YOUR TOP TALENT: MAINTAIN THE DESIRED RETURN OF YOUR INVESTMENT SKA

Heidi Brundage, CPA, SPHR, Technical Manager, Specialized Communites/Firm Practice Management, AICPA, Durham, NC

Mark Koziel, CPA, Director, Specialized Communities/Firm Practice Management, AICPA, Durham, NCThe success of our profession is dependent on our people. No matter what is happening in the economy, firms rely on talent to understand the

rules, apply the standards and employ the technology, and service clients. Firms must hang on to their best performers in order to compete;there are opportunities for CPAs today and there will be more tomorrow. This session will further explain why retention is still just as importantas ever, explore best practices for building and maintaining the systems that promote retention efforts, and highlight available retention resources.

ADV 65 MARKETING IN 2010: WHAT YOU NEED TO KNOW M

Michel

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