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2014 Sessions

Session 1: 9:00-10:00 a.m. ET 
Positive Change: Top Generational/Gender Issues in Small Practices
Field of Study: Specialized Knowledge and Applications 

Learn how small practices are embracing, incorporating, and anticipating the shift change to a multi-gender, multi-generational practice. Join us for this panel discussion and share your experiences with our viewers.

Panelists:  Mary Bennett, Tom Hood, Meredith Root

Session 2: 10:00-11:00 a.m. ET              

Town Hall with the CPA Societies
Field of Study: Specialized Knowledge and Applications 

As a CPA, what issues are keeping you awake at night? Competition from firms that reach out to your clients online? Compliance work changing as technology takes center stage? Getting the most out of continuing education courses? Future leadership of your firm? You won't want to miss the opportunity to participate in this true town hall experience!

Panelists:  Tom Hood, John Sharbaugh

Session 3: 11:00-12 noon ET         

Bottom Line Benefits of Taking Bookkeeping Out of the Back-Office and Into the Cloud
Field of Study: Specialized Knowledge and Applications 

Whether it’s through managing your firm’s bookkeeping or a client’s, you realize manually paying bills and issuing invoices can be an arduous and time-consuming experience all the way through the reconciliation of your accounting books. But does it have to be? In this session you will learn how a cloud-based business payment service can reduce time spent and improve organization and control over the accounts payable and accounts receivable processes. Sponsored by, this session provides an introduction to the challenges that create the need to incorporate online business payment services into your firm offerings.

Panelists: Sanjeev Kriplani, Debra Seefeld, Elizabeth Adams

Session 4: 12 - 1:00 p.m. ET          

Management of an Accounting Practice - the AICPA MAP Survey Results
Field of Study: Specialized Knowledge and Applications 

Join Mark Koziel of the AICPA's PCPS division and learn key results from the biannual MAP survey and how they apply to the small accounting practitioners. Benchmark your firm against the results of this can't miss survey.

Panelists: Mark Koziel

Session 5: 1:00-2:00 p.m. ET

Internal Controls: Accounting for Reimbursable Expenses
Field of Study: Specialized Knowledge and Applications 

According to a recent report from the Association of Certified Fraud Examiners, 14.5% of asset misappropriation involves expense reimbursement. How do you oversee and manage reimbursable expenses such as travel, petty cash, and purchases made for clients? In this session you will learn how you can manage these expenses in a controlled environment and also tips for easily receipts for reimbursable expenses.

Panelists: Chris Farrell, Gary Boomer, Jim Bourke

Session 6: 2:00-3:00 p.m. ET 

5 Sales Tax Hotspots for Online Sellers
Field of Study: State and Local Taxes Session 

Do you have clients that are selling online? Or are you an online seller yourself? Learn from the experts what online sellers need to know about sales tax both now and in the very near future, and make sure you are prepared to field your clients' questions and meet their needs.

Panelists: Ray Bigley, Andrew Johnson, Michael J. Fleming


Session 7: 3:00-4:00 p.m. ET 
Defining Your Successful  Accounting Practice
Field of Study: Specialized Knowledge and Applications 

Before your accounting practice can be truly successful, you need to decide what success looks like to you. What is your vision and how will you achieve it? Three leading voices in the accounting profession will help you define your vision and set workable goals and timetables so that you truly can reach success in your accounting practice.

Panelists: Jim McGinnis, Darren Root, Stacy Kildal


Session 8: 4:00-5:00 p.m. ET 
Technology Game Changers for Your Accounting Practice
Field of Study: Specialized Knowledge and Applications 

Whether it's cloud technology, a second (or third or fourth) monitor, making a decision about a new software program, a favorite gadget, a social media plan, the latest app - our powerhouse panel will discuss the technology enhancements that the small practitioner can't live without and share the real-life decision making process that today's practitioners face. 

Panelists: Jim Boomer, Marty McCutcheon

Session 9: 5:00-6:00 p.m. ET 

Marketing and Networking for the Modern Accountant
Field of Study: Marketing Professional Services

How do you stay in touch with your clients? How do you connect with potential new clients?  How do you expect these people to communicate with you?  There was a time when communication was typed (and carbonned) letters, phone calls with no voice mail and no number screening, or getting together for actual in-person meetings.  While all of those methods are still viable, there are so many more options today. In this session we'll discuss how accountants are finding new and impressive ways to connect with the outside world. 

Panelists: Stacy Kildal, Sandi Smith Leyva

Session 10: 6:00-7:00 p.m. ET 

Taking Control of Your Practice in the 21st Century
Field of Study: Specialized Knowledge and Applications

What are the biggest mistakes accountants make with regard to running their practices, dealing with clients, making hiring decisions, attracting new business, making more money, improving cashflow, ensuring work-life balance, and beating the competition? Join two thought leaders with their fingers on the pulse of the profession, share your questions and experiences, and learn you can avoid making mistakes or recover from mistakes that have been made in the past.

Panelists: Doug Sleeter, Greg LaFollette

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