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!
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!
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 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 firstname.lastname@example.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 email@example.com 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 firstname.lastname@example.org for more information.
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.
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.
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.
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.
Discuss updates, changes and trends to the initiatives and regulatory resources recently launched by the federal government.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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!
Share challenges, ideas and advice with your peers in this lively roundtable discussion.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Discuss ideas and challenges for handling the admin role, transitioning to remote work and more!
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.
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.
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.
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.
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.
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.
Share challenges, ideas and advice with your peers in this lively roundtable discussion.
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.
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
Karl Ahlrichs, SHRM-SCP, CSP is a national speaker, author and consultant who presents on the issues people face in all industries. Often quoted in the local and national media, he has decades of strategic consulting, using risk management and good organizational development theories to bypass “best practices” and move directly to “next practices.” Additionally, Ahlrichs is a CPE presenter for the Business Learning Institute and for more than a decade, he was the program chair for the Indiana Society for Human Resources Management’s annual conference. He is a regular contributor to The Journal of Accountancy and has facilitated an invitation-only CFO Roundtable for Central Indiana for more than 20 years.
Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA helps businesses solve tough problems with strategic solutions. She is a business generalist and an accounting expert who can make the complicated awesomely simple. For more than 20 years, she has been helping businesses focus on their core values and strengths to transform inefficiency and chaos into a profitable entity with an energized team.
As keynote speaker, trainer, and business coach, Jennifer has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 40 states. Jennifer is a published author and was named an Outstanding Educator by the AICPA for the past two years.
When not on the road teaching, she lives on her boat with her husband and two cats in Baltimore, Maryland.
Jina Etienne, CPA, CGMA is director of Diversity & Inclusion (D&I) at Grant Thornton LLP, where she is responsible for developing and implementing the firm’s national D&I strategy. In her role, she partners with firm leaders and collaborates across business lines to create, promote and implement D&I initiatives and programs. Prior to her role at Grant Thornton LLP, Etienne was principal consultant at EtiennePartners and the president & CEO of the National Association of Black Accountants, Inc. (NABA).
John Higgins, CPA, CITP is the co-founder of CPA Crossings, LLC, established in 2001, which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. He delivers over 100 presentations annually on a wide range of accounting industry related technology topics including Blockchain, big data, data analytics, cloud computing and all things Office 365. Some of his key accomplishments include induction into the AICPA Business & Industry Hall of Fame and selection as a top 25 thought leader for the accounting profession by CPA Practice Advisor magazine from 2011 through 2018.
Brianna Johnson is a consultant with ConvergenceCoaching, LLC, a national consulting firm dedicated to helping leaders achieve success. She is a speaker, writer and facilitator within the CPA profession on topics related to practice management, talent, practice growth and business development. In addition, Johnson leads the ConvergenceCoaching Rainmaker Development Program® (RDP), working with firms and individuals to elevate their business development strategies. She is also a coach in the firm’s Transformational Leadership Program™ (TLP).
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.
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.
Art specializes in helping CPA, law, and financial services firms meet their strategic marketing, business development, and management challenges. He especially enjoys developing marketing systems and programs that produce significant, measurable and revenue-enhancing results.
Previously director of marketing for Brown Smith Wallace LLC in St. Louis, and regional marketer for Wipfli in Milwaukee, Art brings to his work extensive experience in goal setting, program development and ROI enhancement, as well as a solid knowledge of the business side of running an accounting and consulting firm. He excels in helping clients with all areas of marketing, business development and sales.
Art holds a degree in marketing and business communications from the University of Wisconsin–Eau Claire. He is a board member of the Association for Accounting Marketing (AAM), which he previously served as a conference chair and speaker, and was involved in the leadership of the Wisconsin AAM Chapter. He has also been a volunteer educator for Junior Achievement.
As a marketing professional, Art has been published and quoted in Practical Accountant, CPA Marketing Report, The Wisconsin CPA, Illinois CPA Society Practice Advantage News, Web CPA, The Journal of Tax Practice Management, PMNA Magazine, and CPA Practice Management Forum. He has also given numerous presentations on CPA firm branding, client feedback and interviews, and marketing best practices.
Art lives in Chicago with his wife Colleen. He enjoys gourmet cooking, travel, entertaining, and new experiences.
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.
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”.
Samantha Mansfield is the director of professional development and community at CPA.com and is driven by her passion to help public accounting practitioners leverage relevant technology strategically to grow their businesses. She has served on the board of 2 nonprofit organizations and spends time volunteering. Mansfield made Accounting Today’s “Top 100 Most Influential People in Accounting” list in 2016 and 2018, made CPA Practice Advisor’s “40 Under 40” list the last three years and in 2018 and 2019 was honored with the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award.
Renee Moelders is a consultant with ConvergenceCoaching, LLC, a national consulting firm that helps leaders achieve success. She brings many years of experience to her role from working with a number of CPA firms around the country as a firm administrator. In addition, Moelders is a frequent speaker and writer on topics impacting CPA firm leaders and offers practical strategies for improvement.
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.
Christopher Salem, executive coach, corporate trainer and professional speaker, CRS Group Holdings LLC Christopher Salem is an executive coach, corporate trainer and professional speaker for CRS Group Holdings LLC where he mentors C-suite, business leaders, entrepreneurs and sales professionals to build and protect their brands by raising their level of influence as trusted advisors to maximize their results. He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership and higher engagement. In addition, Salem’s book, “Master Your Inner Critic/Resolve the Root Cause – Create Prosperity” was an international bestseller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield and has the weekly radio show, “Sustainable Success” that is part of the Voice America Influencers Channel.
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.
Donny Shimamoto, CPA.CITP, CGMA, founder and managing director, IntrapriseTechKnowlogies LLC
Donny Shimamoto, CPA.CITP, CGMA is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and technology management for small businesses, middle market organizations and nonprofits. He is a recognized thought leader and international educator in the fields of accounting technology, IT risk management, organizational development and performance management fields. In addition, Shimamoto’s dedication to helping accountants and organizations strategically innovate while proactively managing their business and technical risk is paramount. He has been recognized for multiple years as one of the “Top 100 Most Influential in Accounting” and “Top 25 Thought Leaders in Public Accounting.” Shimamoto is also the recipient of numerous professional recognition awards and is seen at several national and state level events educating audiences year after year.
Jennifer Wilson is co-founder and partner of ConvergenceCoaching, LLC and a frequent speaker, writer and thought leader on topics related to leadership, the rise of the next generation and managing change within the CPA profession. Named as one of Accounting Today’s 100 Most Influential People in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants and Practicing CPA’s Top 25 Thought Leaders and Top 25 Most Powerful Women in Accounting, Wilson is an experienced change agent who has worked in both public accounting and industry.