Hotel Cutoff Date: October 24th
Rate: $129 per night
Group Code: F2MAP1119R
Please use the link below for hotel reservations:
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 email@example.com
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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, CPA.com 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.
Karl Ahlrichs, SHRM-SCP, CSP is a national speaker, author and consultant, presenting on the people issues in all industries and is often quoted in the local and national media. He has decades of strategic consulting to all industries, using risk management and good organizational development theories to bypass “best practices” and move directly to “next practices.” Additionally, Ahlrichs is a CPE presenter for the Business Learning Institute, and for more than a decade he was the program chair for the Indiana Society for Human Resources Management annual conference. He is a regular contributor to The Journal of Accountancy and has facilitated an invitation-only CFO Roundtable for Central Indiana for more than 20 years.
Jim Bourke, CPA, CITP, CFF, CGMA is a partner and a member of the Board of Directors and Management Committee at WithumSmith+Brown, as well as a director of firm technology and managing director of advisory services. He has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.
Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA helps businesses solve tough problems with strategic solutions. She is a business generalist and an accounting expert who can make the complicated awesomely simple. For more than 20 years, she has been helping businesses focus on their core values and strengths to transform inefficiency and chaos into a profitable entity with an energized team.
As keynote speaker, trainer, and business coach, Jennifer has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 40 states. Jennifer is a published author and was named an Outstanding Educator by the AICPA for the past two years.
When not on the road teaching, she lives on her boat with her husband and two cats in Baltimore, Maryland.
Tom Kirwin, CPA is a shareholder and director of Peer Review Services at Sullivan Bille PC and has been in public accounting since 1984 and founded his first firm in 1990. At Sullivan Bille, he manages the firm’s peer review practice while serving his clients and providing quality control services to the firm as well as accounting firms throughout the northeast. Additionally, Kirwin has performed over 1,000 peer reviews for firms throughout New England as well as New York, New Jersey, Pennsylvania, Michigan, Nevada and Florida.
Laura LaBrie is president of Integrated Human Resources, Inc., a consulting firm that deploys outsourcing strategies in the areas of human resources, worker’s compensation, employee benefits, benefits administration and payroll to small businesses throughout the United States. In her role, she developed FullyINTEGRATED HR, Integrated’s proven, process-based system for effective human resources development, management and administration. LaBrie is a highly-rated speaker on a variety of human resources and business topics for the Yankee Dental Congress, Small Business Administration, Chambers of Commerce, Trade Associations and various for-profit and non-profit business and organizations.
Paul Levy is senior advisor at Lax Sebenius LLC, a negotiation strategy and capability-building firm that works with leaders in the highest levels of business and government to achieve better results in their most important negotiations. Beyond his negotiation expertise, Levy has had senior leadership positions in several organizations, for example, as CEO of Beth Israel Deaconess Medical Center and executive director of the Massachusetts Water Resources Authority. He has served on corporate and nonprofit boards of directors and specifically on the finance and audit committee of the MIT Corporation and ISO-New England.
Ron Loberfeld, CPA, is principal and managing partner of ALL CPAs, a firm that is consistently recognized as a fastest growing firm and regional leader in New England by the Boston Business Journal and Accounting Today. Since merging his own CPA practice, Loberfeld, Sherman & Co., with Abrams Little-Gill Tishman & Witty, now ALL CPAs, twenty years ago, Loberfeld has played an integral part in driving the firm’s expansion, growth and profitability, succession and emerging leadership through merger & acquisition. In addition, he is a seasoned advisor, providing senior level management consulting, succession, strategic growth planning and coaching services to small and mid-sized CPA firms and sole practitioners across New England and the U.S.
Samantha Mansfield is the director of professional development and community at CPA.com and is driven by her passion to help public accounting practitioners leverage relevant technology strategically to grow their businesses. She has served on the board of 2 nonprofit organizations and spends time volunteering. Mansfield made Accounting Today’s “Top 100 Most Influential People in Accounting” list in 2016 and 2018, made CPA Practice Advisor’s “40 Under 40” list the last three years and in 2018 and 2019 was honored with the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award.
Peter Margaritis, CPA, CGMA, MAc is a keynote speaker, communication strategist and improv virtuoso. He is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Margaritis has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms and national and state associations.
Barry Melancon is the president and CEO of the American Institute of CPAs, as well as CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with more than 657,000 members and students. Formed in 2017, it combines the strengths of The Chartered Institute of Management Accountants (CIMA) and the AICPA. Melancon has testified for the profession before Congress numerous times, has been honored with many awards, including the 2011 National Association Executive of the Year. He presents to profession and business leaders more than 100 times per year.
Kathy Parker, CPA, MST is a principal in the Tax practice group at BerryDunn (which recently merged in Rodman CPAs), where she oversees the Outsourced Accounting team, a boutique team that provides high-touch, high-tech “back office” services for both emerging and established companies, domestically and abroad. She is also a renewable energy tax advisor and advocate with a strong entrepreneurial spirit that has led her to create new opportunities for companies in green energy, including helping Solar PV companies qualify for subsidies and tax incentives. Additionally, Parker provides guidance to corporations and partnerships on structuring for optimal tax benefit. Her popularity as a public speaker and presenter have led to speaking engagements at conferences across the country, where she shows accounting and business service firms how to seize opportunities and be leaders in the renewable energy sector.
Mike Platt is a sought-after speaker both domestically and internationally, and specializes in accounting firm trends, leadership, benchmarking and analysis. In his presentations, Platt weaves together operational metrics, trends, success stories and best practices to illuminate the business of accounting today, and where it is going in the future. He has worked with top international associations, the IPA 400 firms, IPA Best of the Best firms and state societies across the country. Additionally, Platt’s insider perspective helps firms make the changes needed to flourish in the future.
Marc Staut is the chief innovation & information officer at Boomer Consulting, Inc. where he helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. He feels that “technology should be an enabler – something that’s approachable, aligned with and integral to the success of each firm.” Staut is a regular speaker, author and panelist on technology in the accounting profession, cloud computing, mobile technology, leadership and vision.