Tuesday, June 16, 2020 – Tuesday, June 16, 2020 | 8:10am – 4:35pm

Small Firms Conference

Small Firms Conference

June 16, 2020 Forefront, Waltham

Satellite locations in Foxboro and Springfield


8:00 - 8:20 a.m.

Breakfast & Registration


8:20 - 8:30 a.m.

Welcome and Opening Remarks


8:30 - 9:45 a.m.

Innovation Explored in a Future Driven CPA Firm

Jody Padar, CPA, MST, New Vision CPA Group

Innovation can affect your everyday work-life balance and create a future-ready firm built for today’s rapidly changing business environment. In this session, we’ll discuss why your firm should move away from safe, tried and tested processes. We’ll learn how reinventing internal firm processes and procedures helps create a new accounting firm business model of a flexible, results-driven workplaces, how these changes will drive recruiting and retention, while bringing a more profitable way of pricing.  We’ll share how to utilize outsourcing and technologies to have your talent have a greater client focus and advisory opportunity, what you need to do to radically change your business and what forms of alternative innovation in practice management are happening across the industry.

9:45 – 10:00 a.m. 

Networking Break


10:00 - 11:00 a.m.

Human Resources - Legal Changes and HR Topics

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

Massachusetts has been one of the 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. In this session, 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.



11:00 a.m – 12:15 p.m.

Selling Your Brain NOT Your Time: Subscription Pricing for Accounting Professionals

Ed Kless, Senior Director of Partner Development and Strategy, Sage

This session is dedicated to the possibility that a professional firm will be more effective for its customers if it begins to sell not hours or service, but access to the brains of the professionals. Creating subscriptions for access is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is they really do and sell. If you think you have what it takes to make this shift or are just curious about it, you are hereby invited to open a dialogue about how best to alter this language by Ed Kless, Sage’s senior director of partner development and strategy, who will facilitate this session.


12:15 p.m. – 1:15 p.m.

Lunch and Practice Managment Roundtables
Topics: TBD



1:15 - 2:15 p.m. 

Regulations, Rules and Bad Actors: Can Your Firm Keep Up with the Future of Cybersecurity?

Michael Hammond, CISA, CRISC, CISSP, CEH, O'Connor & Drew, P.C.

In this session, we'll discuss the crushing affect cybersecurity has on U.S. businesses. We'll examine how technology is a key driver for business operations and sustained profit and without proper awareness and action, companies are falling behind and closing up shop. In addition, we'll share insight into the cybersecurity requirements of U.S. regulations with respect to data security, emerging data privacy laws and the siphoning of U.S. intellectual property by foreign countries. 

2:15 – 2:30 p.m. 

Networking Break


2:30 – 3:30 p.m.  

Outsourcing: The Solution to Workload Compression?

Jen Sieczkowski, ALL CPAs

Kathy Parker, CPA, Berry Dunn

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.


3:30 – 4:15 p.m. 

Practice Management Roundtables

 Moderators and Topics TBD




Michael Hammond

Michael Hammond

Joining the firm in 2012, Michael is Principal, IT Audit & Security Services. Michael has twenty years of extensive Information Technology expertise in various disciplines, including operations, control design and testing. Previously, Michael was Vice President and Senior IT Audit Manager at State Street Corporation and is a veteran of the United States Air Force.

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Ed Kless

Ed Kless

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. Ed is the author of The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, a compendium of a few of the episodes of his VoiceAmerica talk-show The Soul of Enterprise: Business in the Knowledge Economy with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow. Ed is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s list of the 100 Most Influential People in Accounting for 2015. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian. Follow him on his blog at www.edkless.com or on Twitter @edkless.

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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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Jody Padar

Kathy Parker

Kathy Parker

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.

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Jennifer Sieczkowski

Jennifer Sieczkowski

Jen Sieczkowski is a director at ALL CPAs with a focus on individual and fiduciary income tax preparation and planning. With 20 years of experience servicing the accounting and tax needs of individuals, trusts, estates and privately held businesses, Sieczkowski has managed the work flow and technical practice procedures of a small CPA firm, which is transferable to any service organization.

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Conference Credits

This course is 8.00 credits

Conference Fees

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Conference Cost

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06/16/20, 8:00am – 4:15pm Must select one session per timeslot

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