Wednesday, November 28, 2018 – Friday, November 30, 2018 | 1:50pm – 5:45pm

New England Practice Management Conference

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Agenda

Wednesday, November 28, 2018

 

1:30 p.m.

Registration

 

1:50 p.m.

Opening Remarks

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

 

2:00 – 3:15 p.m. 

Expansion of Advisory Services

Samantha Mansfield, CPA.com

Accounting service departments have seen double-digit percentage growth in advisory services. And this success is now expanding into other practice areas across the firm. There is no better time than now to reinforce your value and build up your practice. In this session, you will:

  • Hear about lessons learned from the Client Accounting Services transformation;
  • Find out how daily client service activities change from purely compliance engagements;
  • Explore alternatives to the traditional hourly billing method; and
  • Learn tactics for reinforcing your value and offering additional services

 

3:15 – 4:30 p.m.

Break and Check in
(Check in at 4:00 p.m.)

 

4:30 – 5:45 p.m.

Becoming a Trusted Advisor: Utilizing AI and Machine Learning to Create Human Connections

Amy Vetter, CPA, CGMA

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.

6:00 – 7:30 p.m.

Cocktail Reception

Sponsored by: MS Consultants


Thursday, November 29, 2018

 

7:30 – 8:30 a.m.

Breakfast

Sponsored by:Tax Point Advisors

 

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.

Where Did My Clients Go? Get More Clients. Keep More Clients.

Shari Harley, Candid Culture

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:

  • Increase client satisfaction, loyalty, referrals and commitment;
  • Get more clients, keep more clients and make more money; and
  • Take control of your business.

 

10:00 – 10:30 a.m.

Networking Break and Visit Exhibitors

 

 

10:30 – 11:45 a.m.

Concurrent Sessions (choose one)

 

A.) Be a Best Place to Work

Shari Harley, Candid Culture

 

 B.) Employee Communication to Improve Engagement and Accountability

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

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:

  • Identifying your management style and their communication style to make sure that your communication is on target;
  • Review the pitfalls in manager/employee communication so that you can avoid them;
  • List steps necessary to be heard; and
  • Review the process to help increase accountability.

 

C.) “LEAN” Optimized Tax Production

Roman H. Kepczyk, CPA.CITP, CGMA, LSS BB

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.

 

D.)How to Grow a Successful Practice by Specializing Within a Niche

Andrew Schwartz, CPA, Schwartz & Schwartz PC

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:

  • Why would a prospect go to a generalist when they can work with a specialist for a similar value?;
  • Why would a professional choose to operate as a generalist when there are enough potential clients in their area of interest to be a specialist?; and
  • Why wouldn't you build a much deeper knowledge base within a niche to be able to work more effectively and give your clients better information and advice?

E.)  Demo Room

 

11:45 a.m. - 12:30 p.m.

Lunch

Sponsored by:GTM Payroll Services

 

12:30 - 2:00 p.m.

Leadership, Conversations and Results

Chalmers Brothers

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:

  • The importance of self-awareness and self-responsibility for leaders (and all of us!)
  • The three “foundations for success;”
  • A new understanding of language and conversations and their connection to effective leadership and management;
  • The five fundamental types of results that leaders must be able to create: relationships, alignment, culture, execution and strategy;
  • How to purposefully create powerful and empowering context – especially for difficult, challenging conversations; and
  • More!

2:15 – 3:30 p.m.

Concurrent Sessions (choose one)

 

F.) The “Nuts and Bolts” of Execution

Chalmers Brothers

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.

G.) “LEAN” Optimized AAA (Audit, Accounting and Administration)

Roman H. Kepczyk, CPA.CITP, CGMA, LSS BB

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.

 

H.) Rising Stars: Your Future Firm’s Most Important Customers

Alison Simons, Simons Marketing, LLC

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:

  • Trends in firm succession and rising stars' attitudes toward partnership;
  • Actionable guidance for today’s firm leadership on how to engage rising stars; and
  •   Meaningful cross-disciplinary responsibilities to give rising stars so they’re interested in and ready to buy your future firm when the time comes.

 

I.) Performance Management from Job Description through Performance Appraisal

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

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:

  • List the types of performance communication and compare the pros and cons of each;
  • Use examples and class participation to work through communication; and
  • Outline important components to employee communication that will help protect the company.

 J.) Demo room

 

3:30 – 4:00 p.m.

Networking Break and Visit Exhibitors

 

 

4:00 – 5:15 p.m.

Concurrent Sessions (choose one)

K.) Idea exchanges

Firms will be divided by size

  •  General Session Room -  Less than $1 million gross revenue

  • General Session Room - $1-3 million gross revenue

  • Exhibit Hall -  $3-5 million gross revenue

  • Room 2 -  $5+ million gross revenue

L.) Quantum of Gadgets

Roman H. Kepczyk, CPA.CITP, CGMA, LSS BB

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.

M.) Equal Pay and Family Leave

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

 

N.) Demo Room

 

6:00 – 7:30 p.m.

Cocktail Reception, sponsored by TD Bank
VISTA Lounge at Wombi Rock

 

Friday, November 30, 2018

 

7:30 – 8:25 a.m.

Breakfast

 

8:25 – 8:30 a.m.

Opening Remarks

Laura Gannon, CPA, Gannon CPA, LLC

 

8:30 – 10:00 a.m.

 

Todd Knapp, Envision Technology Advisors

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.

 

 

10:00 – 10:15 a.m.

Networking Break and Visit Exhibitors

 

 

10:15 – 11:30 a.m.

Concurrent Sessions (choose one)

 

O.) Idea Exchanges by Topic –

  • General Session Room - Topic 1

  • General Session Room - Topic 2

  • Exhibit Hall - Topic 3

  • Room 2 - Topic 4

P.) Creating a Culture of Accountability

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

 

Q.) Having It All: Managing a High-Performance, Flexible Work Environment

Renee Molders, ConvergenceCoaching, LLC

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:

  • Shifting your mindset and identifying old norms and “gotchas” that will inhibit flexibility;
  • Managing expectations – yours, theirs, and the clients’;
  • Setting clear performance measures to minimize disappointments and upset; and
  • Communication and accountability techniques to ensure success.

R.) Demo Room

 

S.) Speed Coaching with Laurie

 

11:40 a.m. – 12:55 p.m.

Concurrent Sessions (choose one)

 

T.) Retention is the New Recruitment

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

Recruiting is getting harder. The best approach to the challenge is to keep the good people you already have.

 

U.)  Outsourcing During Tax Season

Jen Sieczkowski, ALL CPAs

Kathy Parker, CPA, MST, Rodman CPAs

 

V.) Effectively Transitioning Responsibility from One Generation to Another

Renee Molders, ConvergenceCoaching, LLC

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:

  • When should we start transitioning?;
  • What mindset do I need to have to either let go or step up?;
  • How should we approach transition?;
  • How do we choose the people that we transition to?; and
  • When and how do we tell staff, clients and/or other external stakeholders?

 

W.) To Merge or Not to Merge: The Important Questions We Must Ask

Ron Loberfeld, CPA, Managing Partner,  ALL CPAs

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:

  • How to make their firm merger ready;
  • Clears steps to get the merger process started;
  • How to select and determine a successful merger partner; and
  • How to work through roadblocks and common pitfalls to avoid.

 

X.) Demo Room

 

Y.) Speed Coaching with Laurie

 

1:00 – 1:45 p.m.

Lunch

Sponsored by: Canopy

 

1:45 – 3:00 p.m.

The Great Teams Understand “The Why”

Don Yaeger

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

 

 

 

Speakers

Chalmers Brothers

Jennifer Elder

Jennifer Elder

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.

View Bio

Shari Harley

Shari Harley

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.

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Roman Kepczyk

Roman Kepczyk

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.

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Todd Knapp

Todd Knapp

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.

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Laurie LaBrie

Laurie LaBrie

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.

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Ronald Loberfeld

Ronald Loberfeld

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.

View Bio

Samantha Mansfield

Renee Molders

Kathy Parker

Andrew Schwartz

Jennifer Sieczkowski

Alison Simons

Alison Simons

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.

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Amy Vetter

Amy Vetter

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

View Bio

Don Yaeger

Sponsors

Conference Credits

This course is 17.00 credits

Conference Fees

MSCPA-AICPA Member
$749.00
MSCPA Member
$749.00
AICPA Member
$849.00
Non-Member
$849.00

Conference Cost

You pay
$849.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.

Note: This course has sessions associated with it, please select one topic within each session.

Registrants

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11/29/18, 10:30am – 11:45am Must select one session per timeslot
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11/29/18, 2:15pm – 3:30pm Must select one session per timeslot
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11/29/18, 4:00pm – 5:15pm Must select one session per timeslot
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11/30/18, 10:15am – 11:30am Must select one session per timeslot
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If you have selected Speed Coaching, please get in contact with Katlyn Ribeiro at kribeiro@mscpaonline.org to set up a 15 min time slot.

11/30/18, 11:40am – 12:55pm Must select one session per timeslot
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If you have selected Speed Coaching, please get in contact with Katlyn Ribeiro at kribeiro@mscpaonline.org to set up a 15 min time slot.

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