As a profession we are seeing further transformation of our services enabled through employing technology to augment, not replace, the value of accounting professionals. The demand is growing for the advice, insights and strategy that accountants are best equipped to provide, yet scores of professionals continue to give away this valuable service – their knowledge. The traditional practice model has emphasized a tangible product, rather than the wisdom shared through an intimate, consultative engagement with clients.
Recent data from a survey of the profession is speaking to the growing significance of building advisory services throughout accounting firms across the nation. Don’t let your practice see marginal, or no growth; ensure you are capitalizing on the digital age and give clients what no technology can offer.In this session, you will:
Artificial intelligence, cloud technology and machine learning have changed the way our clients manage their business and personal lives. In the financial industry, we strive to improve our client’s lives with the numbers we provide them. Yet, many of us still spend most of our time processing data in the traditional sense, rather than helping our clients understand how the numbers impact their business or life at a holistic level. With artificial intelligence, cloud technology and machine learning, much of the tasks of the past that we are used to doing will be reduced. Join this session to review how the human side of the experience can never be replaced by technology, only enhanced.
Customers provide us with clear feedback, particularly with the decisions they make. They hire us, or they don’t. They return calls, or they don’t. They refer others, or they don’t. Ninety-nine percent of client turnover is predictable and preventable and the signs are everywhere, we just don’t know what they are, because for the most part, clients don’t tell us. Often clients leave and we never know why. Get to the heart of what your customers need and why they hire and fire you. After leaving this session, you will know how to:
Giving feedback is challenging for everyone. No one wants to hear that she isn’t doing a good job. And thus no one wants to tell her. Telling your boss you’re frustrated or aren’t hitting your targets can be even more difficult, and thus many of us say nothing. Worse is that most feedback, positive or negative, is useless because it’s vague. Get a simple formula to make even the most difficult conversations easier. Conversations will be short, specific and to the point. They won’t be personal. They will be actionable. You’ll be able to say what you want to say, when you want to say it, in a way that people can hear you and take action.
Managing some employees can be tough. If you find that employees are not following through, meeting deadlines, or engaged in the company, there are things you as a manager can do to improve the situation. This seminar will cover the following:
Tax production continues to evolve towards more digitally driven processes, going well beyond the “paperless” tools touted in the previous decade. Roman H. Kepczyk, CPA.CITP, CGMA, LSS BB will begin by explaining Lean Six Sigma principals and why firms should incorporate them into their strategic thinking. He will then share best practices from his Lean Tax Optimization consulting to help attendees understand how to take advantage of the latest generation of workflow applications and production hardware. This session will share proven production practices in every aspect of tax processing from creating the organizer to delivering the final product digitally, including recommendations for workstations, scanners, and tools for improved collaboration benefitting the entire firm.
The business world becomes more complicated every year. Yet most CPAs and other professionals continue to operate as a generalist and serve a handful of clients in a wide range of industries.? Andrew Schwartz, CPA has built a niche CPA practice that has grown organically by more than 13% per year since 1994 and has not seen revenue dip during that 23-year period. His specialty firm continues to grow exponentially due to its strong and recognized brand for providing tax and accounting services to healthcare professionals and their practices. In this session, Schwartz will share his insights and tips on how to organically build a niche practice. He’ll answer the following questions:
The Tax Cut and Jobs Act (TCJA) impacts almost every individual and business in ways not seen since the Tax Reform Act of 1986. The TCJA has brought about many changes and with that many opportunities and some peril. With year-end in sight, learn the top 5 ways you can increase your revenue while saving your clients tax dollars. This provides for a win/win situation. The breakout session will discuss in detail 5 ways you can maximize the TCJA to your advantage. Topics to be covered will include strategizing the Qualified Business Income deduction for related parties and multiple entities, maximizing the tax impact of fixed asset expenditures over the next 5 to 10 years, analyzing the 30% interest expense limitation, & more. The session will provide practical ideas on how and what to bill clients for these important changes in their business.
In this entertaining and eye-opening address, Chalmers Brothers will provide leaders at all levels with a new and powerful way of understanding the “actual actions” needed to produce the most important quantitative and qualitative results required for sustainable success. Beginning with self-awareness, the foundation for all purposeful change, Chalmers suggests that leadership and management are primarily "conversational competencies" – that is, the actions taken by leaders and managers are actions taken in language. Topics include:
In this follow-up session, Chalmers Brothers will provide new distinctions and specific new tools for dramatically improving teamwork, collaboration and workplace execution. Building on the content provided in the keynote, this session goes deeper and provides participants with hands-on practice using real-world situations – all focused on improving clarity, productivity and accountability. These new tools – coupled with a powerful new framework for understanding how organizations achieve results – will enable participants to much more readily identify the sources of both poor performance and improved effectiveness. Participants will work in small groups and pairs, and will have opportunities to learn with, from and through each other.
Internal CPA firm production is comprised of hundreds of unique workflows, which is where applying Lean Six Sigma principals can drastically improve efficiency – when you know where to look. Roman H. Kepczyk, CPA.CITP, CGMA, LSS BB will provide an overview of “lean” principals and then how to apply them to improve the firm’s assurance, accounting and administrative production, including recommendations for CPA-specific applications and equipment. He will provide digital best practices in each of these departments backed by the latest accounting firm benchmarks as well as a preview of applications on the horizon.
For most CPA firms, it’s some set of younger people on the partner track who will “buy you out” and keep the firm running. The long-standing narrative is that rising stars would be lucky to be future partners. However, we also must remember that the partners need these rising stars to want to buy their firm (one partner’s share at time). What if you start thinking of your rising stars as customers of your future firm?
In this presentation we’ll discuss:
Managing and documenting employee performance can be daunting throughout the year. Even though employees and managers don’t always like the process, employees appreciate the feedback. This seminar will look at the multiple ways we document employee performance in a way that will be heard by the employee. In this seminar, we will:
A comprehensive review of the significant impacts on the Federal R&D tax credit as a result of the Trump tax law.
Discover the practical and recommended tools utilized by firms to optimize tax, audit and accounting production processes today as well as technologies on the “bleeding edge” and beyond. Roman H. Kepczyk, CPA.CITP, CGMA, LSS BB will discuss a wide array of consumer and business products that are changing the way we live and work. This entertaining program is primarily designed to provide practical guidance but is interspersed with themed gadgets and today’s leading CPA trends.
From July 2018 through January 2019 these three laws will change the landscape of wages and employer liability in Massachusetts. This presentation will highlight the Equal Pay Act and how to administer the requirements within your firm. We will also review the highlights of The Grand Bargain and the Non-Compete Law. These laws will change the employment landscape and make some employee relations issues harder to manage.
The benefits of a multidisciplinary practice and offering financial services within your CPA firm. The presentation will cover the following but will not be limited to:
This will be hosted by Dierdre Collins and John Pastore of Integrated Partners and Members of the CPA Firm, Alkon and Levine.
The business landscape is changing in undeniable ways. Whether you are talking about cyber threats, IT platforms, human resources, communications, culture or business opportunity, the realities of a rapidly changing world are ever-present. So, how is your industry adapting to meet this changing world, and which technologies are playing a role in this important transformation? In this engaging and informative session, we will explore a number of emerging technologies and the impact that they are having on the accounting industry today, as well as the changes that they could usher in tomorrow. We will look at blockchain and distributed ledger, artificial intelligence and machine learning, data analytics, generational gaps in communications and more.
Do people in your firm say they are accountable but somehow don’t seem to deliver on their promises? Do your partners and staff have different definitions of what it means to be accountable? Are you tired of hearing, “yes but…”? Well it’s time for NO MORE EXCUSES! Improve your communication and increase your productivity with six simple steps to create a culture of accountability.
Successfully managing a team of Anytime, Anywhere Work™ team members requires a new mindset and set of strategies to keep your team on track. Learning how to better manage your flexible team, members will also improve your ability to manage the whole team. In this session, we’ll explore:
This session will discuss easy to implement ideas that will add immediate value to your practice. In showing clients simple ways that they can achieve added tax benefits by working with you, you are able to give them significant hard dollar savings that you can justify charging additional fees. We will address these topics as they relate to the TCJA, where clients can get a significant bang for the buck. During this session we will talk about the following:
Recruiting is getting harder and harder. The best approach to the challenge is to keep the good people you already have. As Johnnie Taylor sings, “It’s cheaper to keep her!” In this session, we will discuss the top five reasons employees leave (and no, money is not one of them!) Then we will cover the top retention strategies to hang on to your high performers.
In this session you will learn how outsourcing can add value to your firm, your clients, and to your staff. Outsourcing has become a viable business strategy for accounting firms. Utilizing outsourced services From XCM/Xpitax firms are able to transfer low-impact, repeatable processes from existing staff to our outsourced team. Leveraging the skills and expertise from Xpitax can dramatically increase your firm’s ability to add value by freeing up staff time to focus more on client-facing activities.
Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most critical areas to address is effective transition of responsibility. Transition affects far more than the retiree because their transition creates a ripple effect that affects all others in the organization. Transition will be an ongoing process for you as you develop as a leader and move your responsibilities to others, so you can take on new ones. Attend this session to discuss answers to the most common transition questions those engaged in transition ask:
As CPA firm partners retire in unprecedented numbers with diminishing pools of talent ready to replace them at the helm, merger and acquisition (M&A) activity in the industry is reaching frenzied proportions. Done right – M&A can give CPA firms distinct advantages in the growth and succession arena. Done wrong – it can be a nightmare, risking longevity and the bottom line. This session is designed to coach CPA firm partners to develop a successful, workable strategy for succession through M&A. Participants of this session will walk away with the knowledge of:
In this session, you’ll learn how to constantly remind your players and employees of who they are in service of while being acutely aware of downstream beneficiaries. The more a company creates “mission moments” for employees and team members to understand that greater purpose, the better off the team will be when it comes to enduring any challenges along the way to achieving its goal. In this captivating session, Don Yaeger shares his findings from interviews with Olympic Gold Medal winners like USA Basketball Head Coach Mike Krzyzewski (Coach K), 2014 NBA Most Valuable Player Kevin Durant and USA Basketball CEO Jerry Colangelo, as well as four-Time Super Bowl champion quarterback Tom Brady, brilliant thought-leader Simon Synek and longtime Medtronic CEO Bill George.
This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1117212 Click here for more details: https://www.mscpaonline.org/cpe/training_fund
Chalmers Brothers is a certified executive coach, leadership development consultant, speaker and best-selling author. His 32-year career began with nine years at Andersen Consulting (Accenture) and focuses on leadership and personal development, organizational culture, emotional intelligence, teamwork, productivity, accountability, trust-building and relationship-building. Some of his clients include TripAdvisor, Coca-Cola, Infusionsoft, Dollar General, U.S. Department of Treasury, National Science Foundation, REI Systems, Price Waterhouse Coopers, etc.
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.
Shari Harley, author of the book How to Say Anything to Anyone, is known globally as an engaging, funny, content-rich business speaker. Her international training firm, Candid Culture, is making it easier to tell the truth at work. Shari is bringing candor back to the workplace. A former HR
practitioner and operations leader, Shari’s practical approach has led her to speak and train in Singapore, Thailand, Malaysia, India, Dubai and Australia. From ‘Making Meetings Work’ and ‘Delegating Better’ to ‘Managing Your Career’ and ‘Saying Anything to Anyone,’ Shari’s tips are sure to delight and inform in a real, direct and very funny way.
David Harris is the director of outsourcing operations for Xpitax, LLC, where he provides cross-team coordination for all tax work. With over 10 years of experience managing public accounting teams, his primary role is to ensure quality compliance, facilitating client-team collaboration and overseeing training of the India accountants. Harris’s strong background as a tax professional managing diverse teams at a large, national public accounting firm, makes him uniquely qualified to serve as the primary liaison between Xpitax’s U.S. clients and India-based professional staff.
Roman Kepczyk is Director of Consulting Services at Xcentric in Phoenix, Arizona. Roman is regarded as one of the leading Firm Management Strategists to the accounting profession. His primary focus is helping firms throughout North America understand what technology can do for them and directing a path towards today's Digital Firm. Roman carries over 25 years of accounting firm experience, highlighted by 10 years as partner in charge of his firm's Management Advisory Services and Microcomputer Consulting practices.
Todd Knapp is CEO of Envision Technology Advisers, a technology and business consulting firm that has offices in the Providence and Greater Boston areas. Since starting Envision in 1998, he has provided enterprise level consulting and implementation services to a vast range of businesses including public companies, multi-national banks, hospital systems, higher education institutions and financial services organizations. His career began in the small business and non-profit space, operating as an independent consultant. Knapp has been providing IT services nationally for 20 years and has an extensive background in enterprise network architecture and strategic planning.
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.
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, director of Professional Development and Community of CPA.com, has been in the tax and accounting technology industry since 2000. She has consulted with firms of all sizes and spoken on workflow and web services implementations. In addition, she has trained on the use of technology as well as assisted firms in transforming their business models to leverage technology implementations. Over the last decade, Mansfield has incorporated these insights to develop and deliver educational summits and workshops to help firms accelerate their growth.
Renee is a consultant with ConvergenceCoaching, LLC, a national consulting firm that helps leaders achieve success. She brings many years of experience to her role from working with a number of CPA Firms around the country as a Firm Administrator. Renee is a frequent speaker and writer on topics impacting CPA firm leaders and offers practical strategies for improvement and change.
Andrew D. Schwartz, CPA, is founder and managing partner of Schwartz & Schwartz, PC, in Woburn, MA. Since 1993, Schwartz & Schwartz has provided tax, practice management, and basic financial planning services to healthcare professionals and their practices. Because of this niche focus, Andrew’s practice has grown organically each and every year for 25 consecutive years. Andrew is also the founder of The MDTAXES Network, a national association of CPAs that specialize in the healthcare profession. Andrew has seen firsthand how specializing within a niche can really help CPAs grow their practices.
Alison Simons is founder of Simons Marketing LLC and has worked as a marketing professional in public accounting for nearly 15 years. Recognizing that many firms’ marketing needs can be met on an outsourced basis, she founded Simons Marketing in 2012 with the belief that marketing should lead to positive ROI and be tailored to the goals of the firm. In addition, Simons frequently presents to professional services organizations including the MSCPA’s MAP conference in 2013. She has also been named a Boston College Double Eagle and 40 Under 40 honoree by the Boston Business Journal.
Amy is an accomplished CPA, entrepreneur, business executive, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. As a third-generation woman entrepreneur, Amy has launched and sold multiple businesses including owning and operating her own yoga studios, accounting practice and other business ventures. Amy has also held a variety of corporate leadership roles overseeing customer, sales, education and marketing functions. Throughout her 20-plus years in business, Amy has learned valuable insights on how to achieve work-life harmony and live a more fulfilled, purposeful life as an entrepreneur and business leader. Amy is an advocate and evangelist for entrepreneurship and the accounting profession. In this role, she has inspired thousands of small business owners and accountants as a national speaker. Amy has been recognized as one of the Most Powerful Women in Accounting in 2016 by CPA Practice Advisor, one of the Top 100 Most Influential People for two years in a row by Accounting Today and was selected twice for the outstanding 40 under 40 list by CPA Technology Advisor. Amy regularly contributes her insights to Entrepreneur, Inc.com, Accounting Web and CPA Practice Advisor
Don Yaeger is a nationally acclaimed inspirational speaker, longtime associate editor of Sports Illustrated, and author of over 30 books, eleven of which have become New York Times best-sellers. He began his career at the San Antonio Light in Texas, and also worked at the Dallas Morning News and the Florida Times-Union in Jacksonville before going to work for Sports Illustrated. As an author, Yaeger has written books with, among others, Hall of Fame running back Walter Payton, UCLA basketball Coach John Wooden, baseball legends John Smoltz and Tug McGraw, and football stars Warrick Dunn and Michael Oher (featured in the movie The Blind Side).