Wednesday, November 20, 2019 – Friday, November 22, 2019 | 1:50pm – 5:45pm

New England Practice Management Conference

The start date for this course has passed. Registration is no longer available.

Foxwoods Resort Casino
November 20 -22, 2019

Hotel Reservations

Hotel Cutoff Date: October 24th
Rate: $129 per night
Group Code: F2MAP1119R

Please use the link below for hotel reservations:

M&A Speed Coaching with Ron Loberfeld

Ron Loberfeld, CPA, CGMA, managing partner, ALL CPAs

Is a potential merger or acquisition (M&A) on your firm’s horizon, or do you just have a burning question about M&A? Ron Loberfeld, CPA, CGMA managing partner at ALL CPAs and an M&A consultant, will be offering attendees one-on-one M&A speed coaching. Learn about profitable M&A essentials, get a second opinion on options you may be considering and have all your questions answered in a confidential and discreet session. Loberfeld has coached many firms through successful M&As, so come with your questions and walk away with answers and next steps for your firm’s future.


To register for a speedcoaching session please contact Katlyn Ribeiro at




Wednesday, November 20, 2019


12:30 p.m.  


Sponsored by: HarborOne


12:50 p.m.

Opening Remarks

Richard O’Connor, CPA, MST, Johnson O’Connor


1:00 – 2:15 p.m. 

Getting Beyond Sacred Cows

Michael Platt, INSIDE Public Accounting

In this session, we’ll challenge beliefs that have been the foundation of the public accounting profession for decades. Many of these belief systems have evolved into untouchable pillars of firm structure, such as “partners are the right ones to own relationships” or “team members need to be on your payroll to ensure success.” We’ll explore these “sacred cows” and offer alternative ideas that are being implemented by other firms to pave the way for a different future.


2:15 – 2:30 p.m. 

Networking Break  


2:30 – 3:45 p.m.

Leveraging Technology to Drive Profitability and Growth

James Bourke, CPA, CITP,CFF,CGMA – WithumSmith + Brown    

Examine ways firms are taking their technology expertise to the next level. We’ll discuss some of the most widely-accepted advisory services firms are offering to their client base, including client accounting/outsourced CFO, cybersecurity, management advisory, industry-specific consulting (i.e., healthcare), transactional advisory and the newest offering around data and data visualization using tools like Microsoft’s PowerBI. Additionally, Bourke will share the logic and reasons behind this new service offering and share resources, including sample report cards and checklists to get your firm started. Bourke will also tap into his personal experiences to review best practices for firms of all sizes.


3:45 – 4:45 p.m.

Networking Break and Check-in 


4:45 – 6:00 p.m.

Finally Fixing Turnover and Employment Engagement

Karl Ahlrichs, SHRM-SCP, CSP

Most organizations are fighting a global talent shortage for skilled, high-performing staff. This presentation will cover how to adjust your hiring process to gain a competitive advantage and dive deep into engagement, including how it impacts organizational operations, metrics that evaluate engagement, how to effectively communicate the value of engagement to the C-Suite and the challenge of engaging high-performers. We’ll also examine the new definition of high-performing talent and how to use LEAN theory to align candidates with specific jobs. You’ll leave with the tools you need to find and keep top talent!


6:15 – 7:30 p.m.

Cocktail Reception

Sponsored by: MS Consultants



Thursday, November 21, 2019


7:30 – 8:15 a.m. 


 Sponsored by: Avidia Bank


8:15 – 8:30 a.m. 

Opening Remarks

Amy Pitter, Massachusetts Society of CPAs

Laura Gannon, CPA, Gannon CPA, LLC


8:30 – 10:00 a.m.

The Rise of the Robo-Accountants

Marc Staut, Boomer Consulting

To create capacity, we must align our people with technology and elevate their roles to meet the changing dynamics of the profession.  This session will first build a foundation by defining the disruptive automated technologies like AI, algorithms, super intelligent systems and machine learning that are set to impact the industry. We will then explore how those technologies are used today, what's available now and what it means for the future of accounting – and what firms should do now to prepare.


10:00 – 10:30 a.m. 

Networking Break and Visit Exhibitors



10:30 – 11:45 a.m.

Concurrent Sessions (choose one)


A: A D&I Briefing for Executives or Frontline Managers

Trish Foster, Bentley University

In this session, we'll provide attendees with a current and concise look at critical D&I issues in the workplace. We'll cover workplace-critical information about unconscious bias, allyship (primarily but not exclusively male allies), micro-inequities that can marginalize employees and a brief overview of critical interventions including policies, programs and systems.


B: Highlights of the 2019 Survey & Analysis of Firms

Michael Platt – INSIDE Public Accounting

This session will present highlights of the most recent surveys from INSIDE Public Accounting – the Survey & Analysis of Firms, Firm Administration, Human Resources and Information Technology. An understanding of three-, five- and 10-year trends on key metrics will offer a longer view of how the operations of public accounting firms are evolving and how you can use this information to make decisions about your firm’s future.


C: Managing Remote Employees for Productivity

Karl Ahlrichs, SHRM-SCP, CSP

In today’s digitally-connected environment, a remote or partially remote workforce is becoming normal. This facilitated presentation covers what works and what does not, as well as the topic from both the human resources viewpoint, and from the operational side of the manager’s desk. Getting this right is important and becoming more crucial as the workforce evolves – all data trends show that this is becoming the “new normal” and the accounting and finance profession needs to be proactive in how we handle it.


D: Building Stronger Teams by Using Improvisational Comedy 

Peter Margaritis, CPA, CSP,  BLI 

Did you know that the core principles of improvisational comedy are the same core principles in efficient, effective and productive teams? Through trust and teamwork, businesses can achieve remarkable results. The question many managers and owners are challenged with today is how to develop and foster a team environment that leads to organizational productivity and profitability. This high-energy and interactive workshop will show you how humor and improvisation can lead to successful teams, and ultimately a more productive and profitable business. 


E: Picking Up the Pieces after the TCJA

Jeff Hiatt, MS Consultants
Dave Fabian, MS Consultants

We have now all navigated through the first tax filing with the Tax Cuts and Jobs Act (TCJA).  The 2019 filing season is around the corner and here are still many questions and required clarifications. There are also many more opportunities. We will discuss the most confusing areas and the most questioned areas of the TCJA’s impact on real estate owners.  Discussion will include when to utilize Section 179, de minimis safe harbor, or bonus depreciation, as well as the rules and applicable percentages of bonus depreciation. We will discuss current updates and the impact of Qualified Improvement Property.  We will also discuss 1031 opportunities, the impact of UNICAP on real estate transactions, & more.

11:45 a.m. - 12:45 p.m.


 Sponsored by: Tax Point Advisors


12:45 - 2:00 p.m.

Building a Business-Advisor Culture 

Michelle Golden River, Fore, LLC

When it comes to making big changes, firms find that the consulting business model and that of the typical CPA-firm tend to differ as well as the culture. In addition, there’s the practical challenge of moving large numbers traditional accountants to more advisory roles and the question of who HR should be recruiting. In this session, we’ll discuss how to inspire and adapt to change, how to equip people with the competencies and confidence to be more advisory, what firmsshould stop doing if they want to foster change and more. 


2:00 – 2:15 p.m.

Change Break


2:15 – 3:30 p.m. 

Concurrent Sessions (choose one)


F: It May Be Time to Reinvent Your Firm

Peter Margaritis, CPA, CSP – BLI

This dynamic session focuses on several case studies of firms that are successfully navigating the “shift change” in their talent management, culture and how and why it works with the next gen leadership. You’ll walk away with an action plan that you can immediately implement at your firm.


G: Outsourcing: The Solution to Workload Compression?

Jen Sieczkowski, ALL CPAs

Kathy Parker, Berry Dunn

 Outsourcing has become a viable business strategy for accounting firms. In this session, you will learn how outsourcing can be a part of a solution to tax season compression. We will review the pros and cons of outsourcing and discuss workflow, pricing and communication with your clients and team. The goal will be for your firm to leverage your current skills and expertise along with outside resources available to you.


H: Mobile CPA: What's in My Bag?

Marc Staut, Boomer Consulting

Are you enabling your workforce for remote work? Are you taking advantage of the latest trends and technologies? In this session, we’ll cover practical reviews on gear, apps and accessories for anyone who works out of the office.



I: The Power of Pricing in Advance

Michelle Golden River, Fore, LLC

Numerous CPAs are currently rethinking the long used “bill-by-the-hour” model. Whether you’re just curious what alternatives are out there or you’re struggling to solve very real problems like notably reduced WIP hours resulting efficiencies with data analytics, AI or Lean Six Sigma, different revenue models can hold a lot of appeal. In this session, you’ll learn current trends in the profession, how pricing in advance can change your practice for the better, how and why to put buyers in control of their purchases, the psychological and financial benefits when you provide up-front tiered pricing and more.


J:Vendor Session: Unlock Your Financial Upside: Increase Firm Revenue and Expand Your Services

Integrated Partners

In this presentation, we’ll discuss the benefits of a multidisciplinary practice and offering financial services within your firm. We'll cover the different methods of integration, how to diversify potential revenue streams, the upsides and downsides of offering financial services, liability exposure to the practice, how to market financial services to CPA clients and more. This session will be presented by Dierdre Collins, MSFS, RFC, co-founder, and John Pastore Jr., CRPC®, senior vice president of Integrated Partners, along with Bob Alkon, CPA, PFS, founding partner, and Jeff Levine, CPA, partner of Alkon & Levine, P.C.


3:30 – 4:00 p.m. 

Networking Break and Visit Exhibitors



4:00 – 5:15 p.m.


Firms will be divided by size


  • Roundtable 1: Less than 1 million gross revenue
  • Roundtable 2: 1-3 million gross revenue
  • Roundtable 3 : 3-5 million gross revenue
  • Roundtable 4: 5+ million gross revenue

L. Merger Debrief

Kathy Parker, Berry Dunn

Completing a merger or acquisition might be the most high stakes challenge facing Principals in our industry. This seminar provides owners tasked with making this decision happen with practical insight they need to plan, negotiate, and close a transaction. Kathy Parker, a former partner of Rodman CPAs, will take you through her journey as their firm merged into a larger firm. She will discuss the decision-making process, the process throughout merger, and the outcome.


M: Vendor Session: Go the Extra Mile: Building a Service-Orientated Business Culture 

Robert Half

In this presentation, we’ll discuss the importance of customer service and corporate culture, creating service “superstars,” hiring the service-oriented people, how to measure customer satisfaction, customer service in the digital age and more.


Vendor Session: The IRS's New Research & Development (R&D) Division: How to Plan For an R&D Credit Audit and How the New Tax Reforms Affects Companies Conducting R&D

Tax Point Advisors

In this presentation, we’ll discuss the significant changes to the Federal Research & Development (R&D) Program enacted into law in December 2015 and pay special attention to small and mid-size companies across a wide range of qualifying industries. We’ll cover an important 2016 change to the Massachusetts state credit; the federal changes, including making the credit a permanent part of the tax code; a permanent offset to alternative minimum tax for certain taxpayers; enactment of a brand-new payroll tax offset for certain taxpayers; the qualification requirements for these new provisions and the mechanics of applying them to taxpayers' returns; and more.

6:15 – 7:30pm

Cocktail Reception

Sponsored by: TD Bank



Friday, November 22, 2019


7:30 – 8:25 a.m. 




8:25 – 8:30 a.m.

Opening Remarks

Laura Gannon, CPA, Gannon CPA, LLC



8:30 – 10:00 a.m.


Barry Melancon, CPA, CGMA, AICPA

The digital era has brought about a blistering pace of change that’s only getting faster and it’s bringing enormous opportunity for the accounting profession. In this session, Melancon will share how to lead our clients and employers through these increasingly volatile times, and how we must open ourselves to new possibilities (reimagining the services and skills we offer) to keep the profession vital and relevant well into the future.


10:00 – 10:30 a.m

Networking Break and Visit Exhibitors



10:30 – 11:45 a.m.

Concurrent Sessions (choose one)


N: Building the CAS Practice of Today & Tomorrow

Samantha Mansfield,

The client accounting advisory services (CAS) of today are growing twice the median rate of growth firms across the U.S., according to 2018 surveys of the profession. However, not all accounting services are leveraging the insights of their team and the technology to automate. In this session, you’ll hear considerations you should take when building your service and business model for CAS. 


O: Change or Die: 5 Tips for Dealing with Disruption

Jennifer Elder, CSP, CPA 

The pace of change will never be slower than it is today. Disruption is everywhere – society, technology, customers and employees. Every firm has a choice: change quickly or die slowly. This session will cover five tips for addressing disruption and putting you on the fast-track for dealing with disruption.


P: DiSC Communication

Laurie LaBrie, SPHR, SHRM-SCP, Integrated Human Resources, Inc.

Managing people is one of the biggest challenges for anyone in a supervisory role. This seminar is designed to review your own DiSC assessment and how you can adapt to your employees styles to be more effective. For full participation, you will be sent a link to complete your DiSC assessment and we will have your results for this meeting. In this seminar, you’ll learn the four communication styles, how to identify someone’s primary communication style, how to be effective at getting through to the people that impact your ability to get your job done and more.



Q:  Negotiating Higher Fees

Paul Levy, Lax Sebenius LLC

Many firms are facing challenges in raising fees, as there is a growing tendency by clients to commoditize the service offerings, focusing both on the hourly rates quoted and the overall cost of the assignment, both in the first year and subsequent years. Yet, many firms feel they earned their reputation by providing analyses and advice that goes beyond numerical transactions, offering material of value to clients that can reach strategic levels. As financial returns become more computer-based, the remaining hours may appear to be still more expensive that your competitors, but they may feel boxed in by purchasing folks, who only appear to care about price. This session will cover strategies firms can think about to overcome these trends.




12:00 p.m. – 1:15 p.m. 

Concurrent Sessions (choose one)


S: Current Developments in Peer Review

Tom Kirwin, CPA, Sullivan Bille PC

Designed for firms preparing for their upcoming peer review or interested in current developments, this session will cover key areas of the firm’s quality control systems and focus areas of the Peer Review Program, including risk assessment on audits and the AICPA’s six-point plan to improve audit quality. We will discuss some of the common deficiencies found in peer reviews and several of the points raised in the recent MSCPA HUB thread on peer review, which set a record for discussion points.


T: Run-of-the-Mill Clients or RAVING FANS? Seven Secrets to Develop a Referral Generating Tribe

Jennifer H. Elder, CSP, CPA 

Do you have run-of-the-mill clients who don't value who you are and what you do, or do you have clients who recommend you to anyone and everyone they know (and even some they don't)? Raving fans provide referrals, promote your business and value what you do, and provide reach, connections and marketing that a million-dollar campaign cannot. In this engaging, interactive and example-filled presentation, Elder will share seven simple techniques for converting your regular customers into a referral generating tribe of business cheerleaders.


U: Human Resources - Legal Changes and HR Topics for Managers

Laurie LaBrie, Integrated HR Solutions

Massachusetts has been one ofthe most active in legal changes over the last 18 months and has enacted the most robust paid leave policy in the country including liability claw-back provisions six months past leave and employment. While Paid Family Medical Leave (PFML) deductions won’t start until October 1, the state’s interpretation of this law continues to change. In this seminar, we’ll discuss the overall landscape of the changing laws including those overshadowed by PFML, PFML’s impact and changes to private disability Insurance, managing business risk throughout these changes and more.

V: Benchmarking a CAS practice

Samantha Mansfield,

As the profession is focusing on building new client accounting advisory service (CAS) practices across the profession, there is a great deal of interest in what are the benchmarks and indicators of success.  In 2018, conducted the first CAS Benchmark Survey to begin to collect this data. In this session, we will discuss key takeaways from this inaugural survey, how to use the data to establish goals and use metrics that more accurately monitor success.

W. Vendor Session: Unpack Bonus Depreciation under the TCJA

Warren Dazzio, CSSI

With the tax Cuts and Jobs Act having raised the bonus depreciation percentage to 100 percent through 2022 including on used qualified property, businesses can capture more expense deductions than ever before.  Review how to maximize expenses first with the safe harbors and the tangible property regulations.  When you MUST capitalize learn how to use Cost Segregation, partial asset disposition, and other strategies to maximize Bonus Depreciation, Section 179 and QIP.  Review the latest details of Bonus and 179.



1:15 p.m.

Bag Lunch to Go!

sponsored by GTM Payroll Services





This conference qualifies for the Workforce Training Express Fund program. The course code for this program is 1121349  Click here for more details:









Conference Credits

This course is 17.00 credits

Conference Fees

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Conference Cost

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The start date for this course has passed. Registration is no longer available.