Tuesday, June 5, 2018 – Tuesday, June 5, 2018 | 8:10am – 4:35pm

Small Firms Conference

Register Here

Add to My Calendar



7:00 – 7:45 a.m. 



7:45 – 8:00 a.m. 

Welcome and Opening Remarks


8:00 – 9:15 a.m.

CPA Firm Top Issues Survey

Bill Pirolli, DiSanto, Priest & Co.


9:15 a.m. – 10:30 a.m. 

Tax Reform


10:30 – 10:45 a.m. 

Networking Break


10:45 a.m. – 12:00 p.m. 

Blockchain Demystified

Todd Knapp, Envision Technology Advisors

Blockchain is a technology that’s often associated with Bitcoin. However, the two are not one and the same. Blockchain’s potential to transform commerce and the digital chain of custody has been compared in magnitude to the impact of the Internet itself. In this session, we’ll define what blockchain is, how it works, where is it used and what the future of this technology is that has everyone so intrigued.


12:00 – 12:45 p.m. 



12:45 – 1:45 p.m. 

Document Retention: What Should be Your Policy?

Nancy Reimer, LeClairRyan

This session will address the importance of document retention policies to a CPA firm’s practice, what documents a CPA firm is required to maintained and for how long.


1:45 – 2:45 p.m.

Cyber Security Risks to Accounting Firms

Cameron Shilling, McLane Middleton

No organization can completely protect itself from a data breach. However, there are safeguards you can put into place to secure sensitive information that will go a long way towards minimizing your firm’s risk of a breach, while reducing potential fines in the event of an attack. With the new SEC regulations and IRS publication on data security, now more than ever, CPA firms need to make sure to review their processes so that they are in compliance with this new regulation.


2:45 – 3:00 p.m. 

Networking Break


3:00 – 4:00 p.m.  

Practice Management Roundtables

Seasonality/Workload Compression

Finding Qualified Staff

Bringing in New Clients

Succession Planning

This conference qualifies for the Workforce Training Express Fund program. The course code for this program is 1116223
Click here for more details:


Elizabeth Gagnon

Elizabeth Gagnon

Elizabeth Gagnon is a project manager with the Financial Accounting Standards Board (FASB), where she currently leads the FASB projects on revenue recognition of grants and contracts by not-for-profit entities, disclosure framework—disclosure review: inventory and disclosures by business entities about government assistance. Since joining the staff in 2009 as an assistant project manager, Gagnon has worked on the FASB’s joint projects on revenue recognition and accounting for financial instruments with the International Accounting Standards Board (IASB). She’s also on the FASB nonpublic entities team where she’s responsible for collecting and analyzing input from private companies and not-for-profit organizations on specific FASB standard-setting projects. .

View Bio

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.

View Bio

William Pirolli

William Pirolli

William (Bill) Pirolli, CPA/CFF/PFS/CGMA is a partner in the multi-disciplinary accounting and financial services organization, The Bentley Group. Comprised of DiSanto Priest & Co., CPA’s and affiliates Bentley Wealth Management, Bentley Consulting Group, Bentley Information Technology Systems and the Bentley Foundation, The Bentley Group provides leading edge accounting, business advisory, technology, and financial planning and wealth management services to a diverse client group. Bill was managing partner of a six person firm prior to merging in 2007. Bill also served for seven years as Director of Firm Administration for DiSanto Priest & Co. CPA’s. Bill has a long history of civic, community and professional volunteer activities. He has served on the AICPA MAP Committee, The AICPA Small Firm Advocacy Committee, AICPA Council, The AICPA Nominating committee and is Past Chair of The AICPA/PCPS Executive Committee serving that committee for nine years. He is currently appointed to the AICPA Relations with the Bar Association committee and is Chair of The Practitioners Planning Committee of the Practitioners /Tech conference. He is also past president of the Rhode Island Society of CPA’s, having served on numerous committees over his 20 years of volunteer service. Bill is a frequent local and national speaker to the profession on issues related to the future of the profession and firm practice management.

View Bio

Nancy Reimer

Nancy Reimer

Nancy M. Reimer, Esq. of LeClair Ryan in Boston devotes the majority of her practice to the defense of professional malpractice claims against accountants, attorneys, financial advisors, securities brokers and other professionals, as well as breach of fiduciary duty claims and claims against directors and officers of corporations.

View Bio

Cameron Shilling

Cameron Shilling

Cameron Shilling is a director at McLane Middleton, Professional Association where he is the chair of the firm’s Privacy and Data Security Group. In addition, he has also worked for over 20 years as an attorney where he has litigated and resolved numerous data security, technology and complex litigation matters throughout New England and around the country. Shilling’s depth and breadth of experience in data security includes managing risk assessments and audits, preparing and implementing written data security policies, training executives, managers and employees on data security procedures, addressing day-to-day security issues and investigating and remediating security breaches.

View Bio


Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

You pay
MSCPA Members save $80.00 on this course. Login or Join to take advantage of these savings.


E-Materials are not available for this course

+ $399.00

Search for and register other people in our database:

Add Person
Click above and type the first 3 letters of the person's name to search. Search may take 2-5 seconds.

Confirm E-Materials Only

One or more individuals have "e-materials only" selected and will not receive a hard copy for courses indicated. Please confirm this choice by pressing “Confirm” or press "Cancel" and unselect “No hard copy” to receive a hard copy.

Can't find the right person? Add them to our database

Printer-friendly registration form