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2015 Session Archives

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2015 Sponsors

Session 1 - 9:00 A.M. - 10:00 A.M. EST: 
Personal and Company branding/Content Marketing

Field of Study: Marketing
Panelists: Marty McCutchen, Greg LaFollette, Jim Boomer, Doug Sleeter

Your personal and company brand are what set you apart from others in your space. The Internet has leveled the playing field when it comes to branding. You no longer have to be able to afford the flashiest billboard or the biggest Yellow Pages ad. Messaging and reputation prevail, and it's in your hands to connect with your client base.

Session 2 - 10:00 A.M. - 11:00 A.M. EST

Security Best Practices: Keeping Client Data Safe 

Field of Study: Accounting & Audit

Sponsor: Wolters Kluwer

Panelists: Jim Bourke, Jim Boomer, David Cieslak


The number one concern of accountants and their clients is security. In a world of identity theft and security breaches, how are you ensuring the safety of sensitive information and what are the best tips and tools with which you can equip your clients? 



Session 3 - 11:00 A.M. - 12:00 P.M. EST
The Accounting Firm of the Future

Field of Study: Practice Management (Management Advisory Services) 

Sponsor: Intuit

Panelists: Christopher Hamilton, Darren Root, Chad Ridner

What does the firm of the future look like? Learn where accounting firms are today and where they are headed, and acquire specific tools to ensure you are pointed in the right direction. By the end of this session, you will be able to look in the mirror and say, "The firm of the future looks like me!"




Session 4 12:00 P.M. - 1:00 P.M. EST

Your Game Plan for Growth

Field of Study: Practice Management (Management Advisory Services)

Sponsor: TSheets

Panelists: Matt Rissell, Darren Root, Robin Hall


Whether you're growing your business outside your community boundaries, adding new services, expanding your client base, or just improving on your existing business model, the entrepreneurial practices and time saving tools you learn in this session will ensure that you meet your goals.

Session 5 1:00 P.M. - 2:00 P.M. EST
Real Time Accounting and Its Impact on Decision Making

Field of Study: Accounting & Auditing
Sponsor: Tallie/PexCard
Panelists: Chris Farrell, Toffer Grant, Leslie Jorgensen, Gary Boomer


Today's technology enables us to be proactive when it comes to advising and working with our clients. We no longer have to wait for the month-end or quarter-end financials to see what has happened in a business. With current financial activity at our fingertips, we can spot trends and create action plans that make us the essential advisors to our clients. See how technology is making this happen today.


Session 6 2:00 P.M. - 3:00 P.M. EST:          

The Proactive Approach to Sales Tax Compliance

Field of Study: Sales Tax (Taxes)Sponsor: Avalara

Panelists: Brandon Houk, Michael Fleming, Andrew Johnson


Sales tax is now front and center in the lives of business owners and their advisors. Developing a proactive sales tax strategy for your firm will keep you ahead of the game as sales tax regulations continue to expand and change. Leave this session with specific tools that you'll be able to implement immediately in your practice.

Session 7 3:00 P.M. - 4:00 P.M. EST
Year in the Life Review: I Am Payroll!

Field of Study: Accounting & Auditing

Sponsor: SurePayroll

Panelists: Felicia Cheek, Robin Hall

What does it mean to be a payroll accountant and how are the rules changing? In particular we are seeing changes in the areas of technology and globalization. Learn how these changes impact skills and talent in the payroll arena for both the accounting practitioners and their clients.



Session 8 4:00 P.M. - 5:00 P.M. EST:

Accounting for Private Companies: Financial Statement Relevancy

Field of Study: Accounting & Auditing

Panelists: Mark Koziel, Karen Kerber, DeAnn Hill


The AICPA has issued its Financial Reporting Framework for Small- and Medium-Sized Entities - a roadmap for providing useful, relevant financial reporting when GAAP-based financial statements are not required. Find out what this means to you and your clients.

Session 9 5:00 P.M. - 6:00 P.M. EST:  
Strategic Growth Through Personal Connectivity 

Field of Study: Specialized Knowledge & Applications
Panelist: Paul Dunn


We are finding ourselves very firmly entrenched in the Connection Economy. Connection is at the very foundation of strategic growth – without a sense of connection, very little change can actually occur. There is a whole new understanding of what connection means – fundamentally connecting with ourselves. And that's something accountants have not done well, and it's why they've not been great at connecting with others. You won't want to miss this session featuring TEDx Speaker, author, Lifetime Service Award to the Accounting Profession (UK) recipient and founder of many successful businesses including social enterprise organization B1G1, Paul Dunn.



Session 10 6:00 P.M. - 7:00 P.M. EST
Ethics and Social Media: Social Outreach/Connectivity/Client Relationships in the New Millennium

Field of Study: Marketing/Business Development

Panelists: Shayna Chapman, Paul Dunn, Jim Bourke


Who you are, what you do, where you do it, when you do it, and how you do it – everything is fair game in the new millennium, and that goes for your business relationships too. There's a whole new way of looking at and communicating with clients and customers, and you need to know how to proceed.

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