As the economy inches forward on the road to recovery, CPA firms
are once again returning their focus from survival to profitability.
12: 30 PM – 1: 45 PM Lunch on Exhibit Floor
BREAKOUT SESSIONS | 1:50 PM – 2: 40 PM _____________________
1:50 PM– 2: 40 PM
Financial Planning
Regulatory Reform: What it Means to
Your Practice
Mike Pagano, JD, CRCP, Executive Vice President, Chief Investment Officer, 1ST GLOBAL
Sponsors
1:50 PM– 2: 40 PM
Technology
Workflow: Why Now?
Glen Keenan, CPA, President, XCM SOLUTIONS, LLC
1:50 PM– 2: 40 PM
Mergers & Acquistions
Succession Planning
Richard Engebretson, Vice President, WEALTHSTAR ALLIANCE SM
1:50 PM– 2: 40 PM
Practice Management
Managing Difficult Conversations
Successfully
Michelle Baca, Consultant, CONVERGENCE COACHING, LLC.
Exhibitors
1ST GLOBAL
ACCOUNTANTSWORLD
ACCOUNTING TRANSITION ADVISORS
BAM ADVISOR SERVICES, LLC
BNA TAX & ACCOUNTING
CAMICO AND LIBERTY INTERNATIONAL
UNDERWRITERS
CHRISTIAN STANLEY
COPANION
INTUIT, INC.
OFFICE TOOLS PROFESSIONAL
PROHORIZONS
TAX TECHNOLOGY SERVICES, LLC
TAYLOR SOFTWARE, INC
THOMSON REUTERS
VEDDER PRICE
VIRTUAL SOFTWARE
WEALTHSTAR ALLIANCE SM
*Sponsors and exhibitors as of June 17, 2010
View the updated exhibitor list at
www.accountingtodaysummit.com
EXHIBIT HALL HOURS
November 17 8:00 AM – 9:00 AM
10:55 AM – 11: 20 AM
3: 30 PM – 4: 30 PM
5: 30 PM – 6: 30 PM
Sponsorship and
Exhibit Opportunities
For More Information Contact:
MID-ATLANTIC & NORTHEAST
Jack Lynch
212-803-8803
jack.lynch@sourcemedia.com
2: 40 PM- 3: 30 PM
GENERAL SESSION
Generating Revenue by Delighting Your Clients
Brian Andrews, Vice President, Customer Experience & Business Excellence for Accounting Professionals
Division (APD), INTUIT
Steve Blundell CPA, CITP, Senior Manager Vendor Partner Relations & Customer Advocate APD,
INTUIT
SOUTHEAST & MIDWEST
Gary DeHart
770-935-0208
gary.dehart@sourcemedia.com
3: 30 PM
Closing Remarks
Bill Carlino, Editor in Chief, ACCOUNTING TODAY, Summit Chairperson
WEST Peter Sorice 917-238-4872 peter.sorice@sourcemedia.com
November 18
7: 30 AM – 8: 30 AM
10: 20 AM – 10: 40 AM
12: 30 PM – 1: 45 PM
PRESENTED BY