Accounting Today - July 19

2010

SUMMIT

BREAKOUT SESSIONS | 4: 30 PM – 5: 30 PM ____________________ 4: 30 PM – 5: 30 PM

Financial Planning
Financial Planning Services to Increase Profits
Joyce LaNell Williams, Ph.D., CPA, Attorney,
IT Consultant, LANO BOREALIS CONSULTANTS, LTD

4: 30 PM – 5: 30 PM

Technology
Why Cloud Computing Won’t Do You Any Good
(UnlessYou ChangeYour Thinking)
Chandra Bhansali, Ph.D., President & Co-Founder, ACCOUNTANTS WORLD

4: 30 PM – 5: 30 PM

Tax
Tax

Allen Calhoun, J.D., LL.M., Managing Editor,
(Business Entities & Tax Accounting), BNA

4: 30 PM – 5: 30 PM

Practice Management
You Have Your Dad’s Firm, Now What?
Jody Padar, Managing Shareholder, JAMES, J. MATOUSEK, CPA LTD.
Jason Blumer, Managing Shareholder, BLUMER & ASSOCIATES, CPAS PC

5: 30 PM - 6: 30 PM

Cocktail Reception on Exhibit Floor
THURSDAY, NOVEMBER 18
7: 30 AM – 8: 30 AM
Continental Breakfast on Exhibit Floor

8: 30 AM – 8: 35 AM

Welcome Remarks
Bill Carlino, Editor in Chief, ACCOUNTING TODAY, Summit Chairperson

8: 35 AM – 9: 25 AM

KEYNOTE PRESENTATION
Mark Koziel, Director of Specialized Communities and PCPS/Firm Practice Management, AICPA

November 17-18, 2010
Wynn Las Vegas
Las Vegas, NV

BREAKOUT SESSIONS | 9: 30 AM – 10: 20 AM ____________________ 9: 30 AM – 10: 20 AM Financial Planning CPA’s That Left the Financial Advice Business But Want Back In and Why Tony Batman, CPA, CFA®, CFP®, Chairman & CEO, 1ST GLOBAL

9: 30 AM – 10: 20 AM

Technology
Ethical and Profitable Accounting in a
Wireless World
Michael Downey, Attorney at Law, Partner, HINSHAW & CULBERTSON, LLP

9: 30 AM – 10: 20 AM

Tax
Crossing Borders in Your Practice of
Accounting & the International Client
Ivan J. Sotomayor, CPA, Managing Partner, SOTOMAYOR & ASSOCIATES, LLP

9: 30 AM – 10: 20 AM

Practice Management
The Client Vulnerability Matrix - Where Do Your
Clients Fall?
Lee Eisenstaedt, Founder & Managing Director, L. HARRIS & ASSOC, LLC

10: 20 AM – 10: 40 AM

Morning Networking Break BREAKOUT SESSIONS | 10: 40 AM – 11: 30 AM _________

10: 40 AM – 11: 30 AM

Tax
Potential Revenue Streams in Sales Tax
Silvia Aguirre, Principal, TAX TECHNOLOGY SERVICES, LLC

10: 40 AM – 11: 30 AM

Practice Management
Grow Your Practice With Payroll Services

Rick Whittaker, CPA, QuickBooks® Pro Advisor,
INTUIT

BREAKOUT SESSIONS | 11: 35 AM – 12: 25 PM ___________________

11: 35 AM – 12: 25 PM Financial Planning

How to Value Accounting Firms in
Today’s Economy?

Joel Sinkin, President, ACCOUNTING
TRANSITION ADVISORS LLC
11: 35 AM – 12: 25 PM
Technology
Setting Price at a Professional Firm
Ed Kless, Sr. Director, Partner, Development & Strategy, SAGE NORTH AMERICA

11: 35 AM – 12: 25 PM

Tax

Panel Discussion on The Future of Tax
MODERATOR: Bill Carlino, Editor in Chief, ACCOUNTING TODAY, Summit Chairperson
PANELISTS: Ed Jennings, President & CEO, COPANION