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

Small Firms Conference

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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.


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





Ronald Baker

Ronald Baker

Baker is the founder of VeraSage Institute, a think tank dedicated to teaching value pricing to professionals internationally. He is an author, frequent speaker at events and conferences and a consultant to firms on implementing total quality service and value pricing. He was appointed to the AICPA’s Group of One Hundred; named 10 times to Accounting Today’s Top 100 Most Influential People; selected as one of LinkedIn’s 150 Influencers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation.

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John Colucci

John Colucci

John has a dual background as both an attorney and CPA. This unique skill set gives John a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business, as well as the financial drivers of operating and sustaining a successful company. John’s ability to communicate complex legal and business issues clearly, concisely and simply is a hallmark of his work, as is his easy manner, yet nononsense style in effectively managing business and legal matters for his clients. John’s clients range from startup companies to large multiowner private and publicly traded corporations. John has extensive experience in all areas of commercial transactions and business operations, and practices in the areas of business law, tax law, estate and business succession planning and real estate. John received his J.D. from Suffolk University, cum laude, (1992), B.S. in Accountancy and A.S. Management from Bentley College, magna cum laude, (1985). Previous to McLane, John was the Founding Partner of Colucci Norman LLP (2008-2010), Partner, Metaxas, Norman & Pidgeon, LLP (2000-2008), Shareholder, Colucci & Associates, PC (1998-2000), Partner, Gormley & Colucci, PC (1992-1998) and Accountant, PricewaterhouseCoopers (1985-1988).

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Nate Coughran

Nate Coughran

Nate is the lead instructor at BostonExcel and oversees content development. His teaching style has been described as energetic, passionate, and entertaining. Prior to BostonExcel, Nate worked as an Acquisitions Senior Associate at Gladstone Commercial, a publicly traded REIT, where he focused on underwriting commercial property acquisitions. Prior to Gladstone, Nate worked as an Acquisitions Analyst for the RMR Group, a manager of 4 publicly traded REITs, and as an auditor for Ernst & Young where he focused on the banking and capital markets industry. Nate earned an MS in Finance & Accounting from Boston College and a BS in Business Management from Brigham Young University–Idaho. Nate is a CPA with the Commonwealth of Massachusetts.

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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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Amy Pitter

Amy Pitter

Amy Pitter is president and CEO of the Massachusetts Society of CPAs (MSCPA) where she is dedicated to serving the Society’s 11,000 members in public accounting, industry and business, government and education. Since joining the MSCPA in 2015, Pitter has advocated for increased diversity in the accounting industry and has developed new initiatives to make progress in this area, including launching programs for high school students in gateway cities and sponsoring scholarships for low-income students to study accounting. She was named one of 2018 Most Powerful Women in Accounting by CPA Practice Advisor and has been featured in several news outlets, including Accounting Today, Boston Business Journal, Commonwealth Magazine and The Boston Globe.

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Conference Credits

This course is 8.00 credits

Conference Fees

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AICPA Member

Conference Cost

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