Tuesday, November 17, 2020 – Friday, November 20, 2020 | 1:50pm – 5:45pm

New England Practice Management Virtual Conference

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

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Based on your feedback, we’re adding customized tracks for your “right-hands” - emerging leaders and firm operations staff – to arm them with information on changes in the accounting industry and the latest trends, so they can help move your firm forward!


MP Track (click for agenda)

Track Price: $749

2020 has changed everything for CPA firms, and now more than ever, its leaders must be on top of their game. During this four-day virtual conference, you’ll learn effective strategies to lead your staff in the “new normal,” identify opportunities to add value to clients and reach new levels of success for your firm. We’re bringing in top thought leaders and leveraging the latest technology so you can interact with your peers and elevate your practice in 2020 and beyond!

Emerging Leaders Track (click for agenda)

Track Price: $499

must use discount code to see updated pricing

Now more than ever, firms need effective leaders to guide their practices into 2020 and beyond. During this four-day virtual conference, you’ll gain valuable business communication skills that will help you lead teams and build trust with clients, dive deep into the top issues CPA firms are facing and learn practical solutions you can immediately implement at your firm. We’re bringing in top thought leaders and leveraging the latest technology so you can interact with other emerging leaders, expand your network and help your firm achieve new success! 

Firm Operations Track (click for agenda)

Track Price: $299

must use discount code to see updated pricing

Firm operations staff are the go-to people at accounting firms, and now more than ever, you need the tools and strategies to help your firm, staff and leadership succeed in 2020 and beyond. Discover how to leverage technology to communicate with staff and recruit remote talent, streamline processes to enhance efficiency and improve performance management systems, address complex HR issues and do more with less. We’re bringing in top thought leaders and optimizing our technology so you can interact with other firm operations staff during this four-day virtual conference!


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

Sign up for a 15-minute, one-on-one session with HR guru Laurie LaBrie, SPHR, SHRM-SCP and get your questions answered. Email Katlyn Ribeiro at kribeiro@mscpaonline.org to reserve your spot!

M&A Speed Coaching with Ron Loberfeld, CPA, CGMA  
Ron Loberfeld, CPA, CGMA – ALL CPAs 

Is a potential merger or acquisition (M&A) on your firm’s horizon, or do you just have a burning question about M&A? Ron Loberfeld, CPA, CGMA managing partner at ALL CPAs and an M&A consultant, will be offering attendees one-on-one M&A speed coaching. Learn about profitable M&A essentials, get a second opinion on options you may be considering and have all your questions answered in a confidential and discreet session. Loberfeld has coached many firms through successful M&As, so come with your questions and walk away with answers and next steps for your firm’s future.  Email Katlyn Ribeiro at kribeiro@mscpaonline.org to reserve your spot!



Complimentary exhibit hall passes are available for members looking to connect with solution providers and browse vendor content, but do not plan to attend educational sessions for CPE credit. Please email Kristin Wells at kwells@mscpaonline.org for more information.


Tuesday, November 17, 2020

1:00 – 1:15 p.m.

Welcome and Opening Remarks

Amy Pitter, MA Society of CPAs

Laura Gannon, CPA, Gannon CPA, LLC


1:15 – 2:15 p.m.

Creating a Strong Culture to Support a Blended Environment

Jennifer Wilson, ConvergenceCoaching LLC

Elevate your firm’s culture by learning strategies that support a more remote workforce. We'll also examine how effective storytelling and communicating your firm’s values can be used to bring new success to your practice.


2:25 – 3:25 p.m. – Concurrent Sessions (choose one)

Managing Partner Track -
Keys to Success for Tax Automation and Outsourcing 

Donny Shimamoto, CPA.CITP, CGMA, IntrapriseTechKnowlogies LLC

Tax season seems to be getting worse every year with issues with last minute changes to the tax code, delayed tax software updates and workload compression to name a few. Learn how firms are bucking the general trends and achieving growth and increased profitability, how to improve the profitability of your firm through automation or outsourcing and more.

Change Management: From Fighting the Storm to Dancing in the Rain

Ed Robinson, CSP, Robinson Performance Group

Discover how to navigate changes your organization has made during the recent disruption, learn 10 behaviors that separate high-performing professionals from others, discuss five things every professional needs to do to maximize productivity and create a roadmap to achieving goals. We’ll also examine a model for attaining repeatable success quarter-after-quarter and year-after-year, outline specific goals and the actionable steps to achieve them and review how to work with larger clients and manage major projects.


Cybersecurity for Remote Workforces

Cameron Shilling, McLane Middleton, P.A

As the ongoing pandemic had the majority quickly transition to remote work, businesses also encountered new cybersecurity concerns and challenges. In this session, we’ll cover privacy for remote work and existing policies to cover remote access, examine if employees are working on secure networks from home and discuss if we’re in compliance with Health Insurance Portability and Accountability Act (HIPAA), General Data Protection Regulation (GDPR) and General Data Protection Regulation (GDPR), The California Consumer Privacy Act (CCPA) and more.


Firm Operations Track –
HR and Legal Update

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

Discuss updates, changes and trends to the initiatives and regulatory resources recently launched by the federal government.


Emerging Leaders Track –
Becoming a Powerful and Effective Delegator

Jennifer Wilson, ConvergenceCoaching LLC

Renee Moelders, ConvergenceCoaching LLC

Delegating is key to firm growth and to your own success as a leader. Learn concrete delegation strategies that empower and develop others, ensure accountability and help you achieve your goals! 


3:35 – 4:35 p.m.

Diversity and Performance: Leveraging Difference to Power the Bottom Line

Jina Etienne, CPA, CGMA, Etienne Consulting

Define, differentiate and clarify diversity and inclusion (D&I), discuss the impact of differences on teams, leaders and organizations, explore how diversity impacts group dynamics and team culture, draw the connections between leadership intention, firm culture and organizational performance and more.


4:40 - 5:40 p.m.

Trivia Tuesday

Teams of 6 will put their knowledge to the test and compete to win prizes, and more importantly, bragging rights!

Wednesday, November 18, 2020

7:30 - 8:30 a.m.

Demo Room: COVID 2.0 - Are You and Your Real Estate Clients Ready?

Kyle Young, MS Consultants
Dave Fabian, MS Consultants

The CARES Act and other recent tax legislation have created many opportunities for real estate owners, including the Qualified Improvement Property (QIP) technical correction many were waiting for. We will discuss strategies, opportunities, and the post CARES Act Rev. Proc. explaining ways to maximize the deductions with QIP which may result in recouping previous taxes paid by real estate owners.

8:30 – 9:30 a.m.

Developing the Skills of a Business Advisor 

Samantha Mansfield, Samantha Mansfield LLC

Review the key skills that accounting professionals need to fulfill the role of advisor, why these skills are important and ways to develop these competencies in team members.


9:40 – 10:40 a.m. – Concurrent Sessions (choose one)

Managing Partner Track –
Stress Reduction Techniques for Work-Life Harmony

Christopher Salem, CRS Group Holdings, LLC

Learn how to implement a work-life process that will help you alleviate stress and achieve more productive habits through the eight pillars of wellness, understand how to be laser focused on priorities that matter to help reduce stress and achieve better work-life harmony, review how to generate more productive results by letting go of what you can’t control and discuss how to reduce stress with incorporating two healthy habits done daily that will change your work-life experience.  


Building Bridges: Jump Start Your D&I Journey

Jina Etienne, CPA, CGMA, Etienne Consulting

Learn how to lay out a foundation for talking about, engaging in and working through diversity and inclusion (D&I) in your firm, understand the connection between unconscious bias and inclusivity, identify cultural elements that foster a culture of belonging, explore strategies to support D&I and drive inclusion in a remote environment and more.


 DISC Training Part 1

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

Managing people is one of the biggest challenges for anyone in a supervisory role. This seminar is designed to review your own DiSC assessment and how you can adapt to your employees styles to be more effective. For full participation, you will be sent a link to complete your DiSC assessment and we will have your results for this meeting. In this seminar, you’ll learn the four communication styles, how to identify someone’s primary communication style, how to be effective at getting through to the people that impact your ability to get your job done and more.


Firm Operations Track –
Firm Operations Roundtable by Firm Size


Emerging Leaders Track –
Building a Six Figure Practice

Ed Robinson, CSP, Robinson Performance Group

Discover proven strategies top firms are using to grow their business, referrals, revenues and client base to reach six figures and beyond! You’ll come away with practical solutions to bring back to your firm.


10:50 – 11:50 – Concurrent Sessions (choose one)


Managing Partner Track –
2019 Firm Benchmarking & 2020 Operational & Revenue Trends Amid COVID-19

Art Kuesel, Kuesel Consulting

Explore where firms were at the end of 2019 and what has transpired year to date in 2020. This will be an up-to-the-minute review of key financial and operational statistics reported based upon surveys that were done in April, May, June and July of 2020.


Introduction to the Value Pricing

Ed Kless, Sage

Firms achieve better results when its leaders understand that it sells knowledge, not time. This open dialogue will force you to think outside of the box about what we do and explore different models that add value to accounting firms.


DISC Training – Part 2

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


Firm Operations Track:
Leverage the Power of Office 365 and Teams in Your Firm

John Higgins, CPA.CITP, CPA Crossings 

Leverage Microsoft Office 365 and Teams to transform the way you communicate and collaborate with your clients and staff. These tools will help you save time and effectively communicate to your audience! 


Emerging Leaders Roundtables

Share challenges, ideas and advice with your peers in this lively roundtable discussion.  


12:00 – 1:10 p.m.

Partner Roundtables by Firm Size


1:20 - 2:20 p.m.

Demo Room: Improving Your Defenses in Times of Uncertainty: Fraud is Rising, Crime Still Pays & Firms Must Act.

Ellen Bissn, TD Bank
Mike McMorrow, TD Bank
Derek Davoli, TD Bank

It is not enough to have robust technology and appropriate fraud prevention processes in place. Companies may still be at risk if treasury and financial staff are not fully versed in all the relevant risks, or if processes are not followed at times by the relevant people.

1:20 - 2:20 p.m.

Demo Room: Making Sense of Payroll Processing at Accounting Firms

Mark Woollen, ADP

As the economy continues its transition to a more virtual world of work amidst the COVID-19 pandemic, accounting firms are employing a range of strategies to unlock growth and maximize profitability. Deciding whether processing payroll is right for your firm is a complex decision that requires you to consider issues ranging from staffing to its promise of being a consistent revenue stream. While offering a full-service payroll solution has some advantages like added revenue and client accounting service bundling, it can also be challenging, especially now. Whatever your firm’s current strategy may be, understanding the valuation of your payroll business is a critical element in how you strategize your practice offerings in both the short and long-term. This session will provide your firm with a framework to help evaluate payroll offerings based on your firm’s competitive strengths and weaknesses.

Learning Objectives

  • Gain insight into making sense of payroll processing in today’s economic environment
  • Clarify the risks vs the rewards of offering full-service payroll
  • Improve your profitability while building strategic growth
  • Evaluate potential exit plans regarding your payroll client base


Thursday, November 19, 2020


10:45 -11:45 a.m.

Demo Room: How to Plan for Retirement in Volatile Markets

Raymond J. Lucas, Jr., CFRP, CRPC, Integrated Partners

Do your retired, and soon to be retired clients have a strategy to pursue their personal vision of financial success while living in a world where interest rates are at 40 year lows, and the equity markets continue to set new highs? Join the Integrated CPA Alliance as they walk you through their firm's proprietary approach to retirement planning and learn how together, you can help your clients work toward their retirement goals with confidence.


12:00 – 1:00 p.m. – Concurrent Sessions (choose one)


Managing Partner Track –
Successfully Managing Remote Talent

Jennifer Wilson, ConvergenceCoaching LLC
Renee Moelders, ConvergenceCoaching LLC

Most leaders want to provide work/life balance and flexible work arrangements; however, many still struggle to fully embrace remote work. Explore best practices to successfully manage remote talent by shifting your mindset and identifying new must-haves for flex, including trust and empowerment, staying close to team members to engage them and provide the support they need and more.


Modernizing Accounting Services – Architecting Your Strategy 

Donny Shimamoto, CPA.CITP, CGMA, IntrapriseTechKnowlogies LLC

Examine how to create an innovation strategy and develop a plan for providing modern services. You’ll also explore ways to revamp your service offerings that reduce costs and staff’s workload, while adding value to your clients.


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

Ed Kless, Sage

Successful firms sell not hours or service, but access to the brains of the professionals. Learn how to think outside the box about what it is you really do and sell.


Firm Operations Track –
Reinventing the Office – Lean Processes and RPA

Jim Lindell, CSP, CPA, CGMA, Thorsten Consulting Group, Inc.

Become more efficient in just a few steps! We’ll explore how to do more with less, automating existing processes and new lean approaches to boost productivity without adding costs.   


Emerging Leaders Track –
How to Connect, Communicate, and Influence Anyone

Jennifer Elder, CSP, CPA, The Sustainable CFO

Comfort and confidence are key to successful client interactions and networking – but, it’s not always easy to do. Learn about the four major personality styles and how to effectively communicate to and influence each style.


1:10 – 2:10 p.m.

How Emerging Technologies are Enhancing the Accounting Profession

Donny Shimamoto, CPA.CITP, CGMA, IntrapriseTechKnowlogies LLC

Learn how emerging technologies like Artificial intelligence (AI), blockchain and big data are impacting the accounting profession, identify the key considerations for enhancing your firm’s/department's service offerings and determine the training that your staff needs to be ready to use emerging technologies and deliver enhanced services



2:20 – 3:20 p.m.

Managing Partner Roundtables by Topic


Firm Operations Track –
Out of Office Success – Remote Recruiting

Karl Ahlrichs, SHRM-SCP, SPHR, CSP, Gregory & Appel

As employers move quickly to adapt to a remote (or partially remote) workforce, we'll discuss what works and what doesn’t in hiring remote talent. You’ll also learn new tactics and proven strategies to help talent managers quickly adapt to the new rules and more.


Emerging Leaders Track –
Providing Effective Feedback

Jennifer Elder, CSP, CPA, The Sustainable CFO

Feedback is essential for professional development, but it often is ineffective if it’s poorly presented, timed or received. Discover strategies for presenting impactful feedback and practice giving and receiving feedback to improve performance.


3:30 – 4:35 p.m. – Concurrent Sessions (choose one)

Managing Partner Track –

Anticipate Engagement: Motivating the Next Workforce

Karl Ahlrichs, SHRM-SCP, CSP, Gregory & Appel

Look beyond the “buzzwords” and truly rethink motivation and performance, instead of tweaking “business as usual.” You’ll gaininsight into the skills and knowledge organizations need to hire well and techniques to keep their best performers engaged, motivated and wanting to stay with the organization.


Identifying Hidden Growth Horsepower at Your Firm

Art Kuesel, Kuesel Consulting

Explore the most common ways of boosting organic growth, including four ways of increasing your business development horsepower. You’ll gain a fresh perspective on what firms can be doing to boost organic growth and who can play a greater role.


Business Reinvention: Strategies for Helping Your Clients Adapt

Jennifer Elder, CSP, CPA, The Sustainable CFO

To survive and thrive, organizations must be agile and adapt. You'll learn how to assess, create and advise your clients on reinvention strategies to embrace the changing future.

Firm Operations Track –

Firm Operations Roundtables by Topic

Discuss ideas and challenges for handling the admin role, transitioning to remote work and more!  


Emerging Leaders Track –
Think Like a Business Owner

Jim Lindell, CPA, CSP, CGMA, MBA, Thorsten Consulting Group, Inc.

Master the art of business by understanding what your clients need — and how you can help them (and grow your practice) by expanding your knowledge and business awareness.


4:40 – 5:40 p.m.

Happy Hour/ MAP at the Races

Missing gambling at the casino? We are bringing the thrills and strategy of a horse race to your screen. Your team of 6 from Trivia Tuesday will reconvene and try to win it all!


Friday, November 20, 2020


7:45 -8:15 a.m.

Virtual Chair Yoga

It’s tough to sit at the computer all day! Take some time to enliven and enhance your state of being. Experience yoga’s fundamental benefits in a format that fits seamlessly into your life- there’s no need to change clothes or prepare beforehand. Stretches will counter the desk’s demands on your shoulders, neck, wrists, and hips. Your whole body will thank you! The session includes guided meditation, breathing, and reverse eye-strain exercises to leave you feeling refreshed, energized, clear-headed, and at-peace. Beginners and seasoned yogis alike, this class is accessible and beneficial to everyone. You will need: a chair.


8:30 – 9:30 a.m.

Maximizing Profitability by Increasing Team Effectiveness

Jim Lindell, CPA, CSP, CGMA, MBA Thorsten Consulting Group, Inc.

In this session, you’ll learn what determines the likelihood of success for a specific team and what happens when team members have different agendas, goals, values, etc. We’ll also examine how firms and teams can remain aligned and how to maximize profitability by improving team effectiveness.


9:40 – 10:45 a.m. – Concurrent Sessions (choose one)


Managing Partner Track –
Gearing Up for Tax Season in the “New Normal”

Samantha Mansfield, Samantha Mansfield, LLC

Discuss how organizations can protect staff, set expectations and create in the “new normal.” You’ll review what motivates talent and keeps them engaged and recharged, strategies leaders are employing to protect the physical and mental well-being of their teams and more.


Modernizing Your Workforce Means Practical Solutions and Agility

Todd Knapp, Envision Technology

Discuss how to foster a modern and agile workforce and examine technology and practical solutions that allow you to capitalize on the immense changes we’ve seen this year. You’ll learn how to embrace change and stand out in a crowd by offering innovative and modern solutions to your customers and employees.

Office 365 - Beyond The Core Apps

John Higgins, CPA.CITP, CPA Crossings

Go beyond the core Office 365 apps such as Teams, SharePoint and OneDrive! You’ll learn additional ways to power your firm and be introduced to apps, including Planner, PowerBI, OneNote, Bookings and more.


Firm Operations Track –
Finally Fixing Performance Management Tools

Karl Ahlrichs, SHRM-SCP, SPHR, CSP, Gregory & Appel

Examine concepts and strategies organizations can use to improve their management systems to yield better results. We’ll cover everything from simple process changes to major shifts in managing performance.


Emerging Leaders Track –
Emerging Leaders Roundtables by Topic

Share challenges, ideas and advice with your peers in this lively roundtable discussion.  



10:55 – 11:55 a.m.

Professional Issues Update

Bill Pirolli, CPA, CFF, PFS, CGMA, DiSanto, Priest & Co.

As businesses and individuals face uncertainty across the globe, firms must adapt to remain valuable and viable. Join us to learn how to navigate this complex, rapidly changing world.


12:00 – 12:05 p.m.

Closing Remarks


This conference qualifies for the Workforce Training Express Fund program. The course code for this program is 1121349. Click here for more details: https://www.mscpaonline.org/cpe/training_fund


Conference Credits

This course is 17.00 credits

Conference Fees

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AICPA Member

Conference Cost

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