BREAKOUT SESSIONS | 4: 45 PM - 5:35 PM ____________________
4: 45 PM - 5:35 PM
Financial Planning
Best Practices Using a Third Party Model
Michael H. Parness, CIMA®, Managing Director, Professionals Alliance Group, National Director, OP-
PENHEIMER & CO. INC.
SUMMIT
4: 45 PM - 5:35 PM
Technology
Why Cloud Computing Won’t Do You Any Good
(UnlessYou ChangeYour Thinking)
Chandra Bhansali, Ph.D., President & Co-Founder, ACCOUNTANTS WORLD
4: 45 PM - 5:35 PM
Tax
S-Corporation$
Allen Calhoun, J.D., LL.M., Managing Editor,
(Business Entities & Tax Accounting), BNA
4: 45 PM - 5:35 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 - 7:00 PM
Cocktail Reception on Exhibit Floor
THURSDAY, NOVEMBER 18
7:30 AM – 8: 10 AM
Continental Breakfast on Exhibit Floor
8: 10 AM - 8: 15 AM
Welcome Remarks
Bill Carlino, Editor in Chief, ACCOUNTING TODAY, Summit Chairperson
8: 15 AM - 9:05 AM
KEYNOTE PRESENTATION
Mark Koziel, CPA, Director, Specialized Communities and Firm Practice Management, AICPA
November 17-18, 2010
Wynn Las Vegas
Las Vegas, NV
BREAKOUT SESSIONS | 9: 10 AM - 10:00 AM ____________________
9: 10 AM - 10:00 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: 10 AM - 10:00 AM
Technology
Ethical and Profitable Accounting in a
Wireless World
Michael Downey, Attorney at Law, Partner, HINSHAW & CULBERTSON, LLP
9: 10 AM - 10:00 AM
Tax
Crossing Borders in Your Practice of
Accounting & the International Client
Ivan J. Sotomayor, CPA, Managing Partner, SOTOMAYOR & ASSOCIATES, LLP
9: 10 AM - 10:00 AM
Practice Management
The Client Vulnerability Matrix - Where Do Your
Clients Fall?
Lee Eisenstaedt, Founder & Managing Director, L. HARRIS & ASSOC, LLC
10:00 AM - 11:00 AM
Morning Networking Break
BREAKOUT SESSIONS | 11:00 AM - 11:50 AM _________
11:00 AM - 11:50 AM
Financial Planning
Be a True Wealth Manager, Not Just an
Investment Consultant
Mont Levy, J.D., CEO, BAM ADVISOR SERVICES Principal & Investment Advisor, BUCKINGHAM
11:00 AM - 11:50 AM
Technology
Creating the Tech-Savvy Firm to Attract
New Clients
Mike Herlihy, Senior Director of Product Management, THOMSON REUTERS
11:00 AM - 11:50 AM
Tax
Potential Revenue Streams in Sales Tax
Silvia Aguirre, Principal, TAX TECHNOLOGY SERVICES, LLC
11:00 AM - 11:50 AM
Practice Management
Grow Your Practice With Payroll Services
Rick Whittaker, CPA, QuickBooks® Pro Advisor,
INTUIT
BREAKOUT SESSIONS | 11:55 AM - 12: 45 PM ___________________
11:55 AM - 12: 45 PM
Mergers & Acquistions
How to Value Accounting Firms in
Today’s Economy?
Joel Sinkin, President, ACCOUNTING
TRANSITION ADVISORS LLC
11:55 AM - 12: 45 PM
Technology
Setting Price at a Professional Firm
Ed Kless, Sr. Director, Partner, Development & Strategy, SAGE NORTH AMERICA
11:55 AM - 12: 45 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
Additional Panelists to be Announced
11:55 AM - 12: 45 PM
Practice Management
Bear Hugging Your Clients
Angie Grissom, VP, Director of Consulting, FIVES TAR’S RAINMAKER ACADEM Y
CONSULTING GROUP
www.accountingtodaysummit.com | 800.803.3424
