As the economy inches forward on the road to recovery, CPA firms
are once again returning their focus from survival to profitability.
12CPE
CREDITS!
12: 45 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, J.D., CRCP, Executive Vice President, Chief Investment Officer, 1ST GLOBAL
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.
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
3:30 PM
Closing Remarks
Bill Carlino, Editor in Chief, ACCOUNTING TODAY, Summit Chairperson
PRESENTED BY
Sponsors
Exhibitors
1ST GLOBAL
2020 GROUP
ACCOUNTANTSWORLD
ACCOUNTING TRANSITION ADVISORS
BAM ADVISOR SERVICES, LLC
BNA TAX & ACCOUNTING
BUSINESS LEARNING INSTITUTE / CPA2BIZ
CAMICO AND LIBERTY INTERNATIONAL
UNDERWRITERS
CHRISTIAN STANLEY
COPANION
FUOCO GROUP
IBISWORLD
INTUIT, INC.
MICRON SYSTEMS
OFFICE TOOLS PROFESSIONAL
OPPENHEIMER & CO., INC.
TAX TECHNOLOGY SERVICES, LLC
TAYLOR SOFTWARE, INC
THOMSON REUTERS
VEDDER PRICE
VIRTUAL SOFTWARE
WEALTHSTAR ALLIANCE SM
XCM SOLUTIONS, LLC
*Sponsors and exhibitors as of September 1, 2010
View the updated exhibitor list at
www.accountingtodaysummit.com
EXHIBIT HALL HOURS
November 17 7: 15 AM - 8: 15 AM
10: 15 AM - 11: 15 AM
1: 15 PM - 2:00 PM
3: 45 PM - 4: 45 PM
5:30 PM – 7:00 PM
7:30 AM - 8: 10 AM
10:00 AM - 11:00 AM
12: 45 PM – 1: 45 PM
November 18
Registration
and Travel
WYNN RESORT LAS VEGAS Exclusive Attendee Room Rates start at $119/night
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Sponsorship and
Exhibit Opportunities
For More Information Contact:
MID-ATLANTIC & NORTHEAST Jack Lynch 212-803-8803 jack.lynch@sourcemedia.com SOUTHEAST & MIDWEST Gary DeHart 770-935-0208 gary.dehart@sourcemedia.com
WEST Peter Sorice 917-238-4872 peter.sorice@sourcemedia.com