Wednesday, May 22, 2019 – Wednesday, May 22, 2019 | 8:10am – 4:35pm

Small Firms Conference

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


7:30 - 8:00 a.m.

Breakfast & Registration


8:00 - 8:15 a.m.

Welcome and Opening Remarks


8:15 - 9:15 a.m.

Professional Issues Update

Amy Pitter, CEO/President, Massachusetts Society of CPAs

Regarded as one of the profession's top thought leaders in Massachusetts, Pitter will draw on her extensive professional insights and experience to address the issues at the forefront of accounting. Pitter will tap into larger-scale issues affecting the industry, including staffing, globalization and technology and discuss what firm leaders should start doing now to get ahead of impending changes and reach new success.

9:15 - 10:30 a.m.

Human Resources/ Legal Update

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

Massachusetts has been the most active employment regulation state. Over last 18 months, the role of an employer became more complicated, risky, and expensive.  With an understanding of the responsibilities created by these changes we’ll review next steps and best HR practices for risk mitigation. Not knowing how to process a situation when these laws go into effect, will be costly, escalate risk, and waste time.


10:30 – 10:45 a.m. 

Networking Break


10:45 a.m – 12:00 p.m.

Pricing on Purpose: Creating and Capturing Value

Ron Baker, VeraSage Institute

This session will provide a look at behavioral economics, marketing strategy, customer psychology and how these principles should be applied to pricing. In this session, attendees will learn the First and Second Law of pricing and how they influence your pricing decisions, how the anchoring and framing effects influence pricing, what and how people buy and more.


12:00 – 12:45 p.m.



12:45 – 2:00 p.m. 

AI, Blockchain, and Machine Learning, oh my! Understanding and Using Today's Technology to Grow your Firm

Nate Coughran, Wisdify

 The words "artificial intelligence" and "blockchain" are used daily in the press. These are usually accompanied headlines like "Will accountancy survive the rise of artificial intelligence?" What exactly are these technologies? How are these technologies shaping the accounting industry? What do these technologies mean for my firm? What can I do?

 This seminar will demystify the meaning of these technologies and how they are shaping, and will shape, our industry. From there, we'll talk about the opportunities these technologies present to your firm and how you can harness them to stay competitive and grow.

2:00 – 3:15 p.m.  

Issues to Avoid When Creating an Exit Strategy for Your Accounting Practice

John Colucci, McLane Middleton

Whether selling a practice or creating a succession plan, certain issues must be avoided to make the exit a successful one. In this session, Colucci will discuss some of the most common pitfalls in exit planning that he has encountered and the best strategies to avoid them.

3:15 – 3:30 p.m. 

Networking Break


3:30 – 4:30 p.m. 

Practice Management Roundtables





Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

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