As the economy inches forward on the road to recovery, CPA firms
are once again returning their focus from survival to profitability.
WEDNESDAY, NOVEMBER 17
7:00 AM
Registration Opens
7: 15 AM - 8: 15 AM
Continental Breakfast in Exhibit Hall
8: 20 AM
Welcome Remarks
Bill Carlino, Editor in Chief, ACCOUNTING TODAY, Summit Chairperson
8: 30 AM - 9: 20 AM
KEYNOTE PRESENTATION
Tom Hood, CPA.CITP,CEO & Executive Director, MARYLAND ASSOCIATION OF CPAs,
BUSINESS LEARNING INSTITUTE
BREAKOUT SESSIONS | 9: 25 AM - 10: 15 AM __________________
9: 25 AM - 10: 15 AM
Financial Planning
How Financial Planning Can Differentiate You in
Your Practice Through Financial Services
Louie Rosalez, CMO, HONKAMP KRUEGER FINANCIAL SERVICES, INC.
9: 25 AM - 10: 15 AM
Technology
Panel Discussion: You Don’t Have to Become Inspector Gadget to Take Advantage of New Tools
MODERATOR: James Bourke, CPA. CITP, Partner, WITHUMSMITH+BROWN
PANELISTS: Eric Pulaski, Chief Executive Officer, SMARTVAULT CORPORATION
Joe Woodard, President, THE WOODARD CONSULTING GROUP
Chris Farrell, Co-Founder, VIRTUAL SOFTWARE
9: 25 AM - 10: 15 AM
Tax
Managing the Tax Season Beast
E. Martin Davidoff, CPA, ESQ., President, E. MARTIN DAVIDOFF & ASSOCIATES
9: 25 AM - 10: 15 AM
Practice Management
Are You Selling Services or Passion?
Edi Osborne, CEO, Mentor, MENTOR PLUS
10: 15 AM - 11: 15 AM
Morning Refreshment Break
PRESENTED BY
BREAKOUT SESSIONS | 11: 15 AM - 12:05 PM ___________________
11: 15 AM - 12:05 PM
Financial Planning
Financial Services in CPA Firm, Curses
& Blessings
Igor Zey, President & CEO, ZEY INSURANCE GROUP
11: 15 AM - 12:05 PM
Mergers & Acquistions
Panel Discussion: Putting Q&A before M&A
MODERATOR: Bill Carlino, Editor in Chief, ACCOUNTING TODAY, Summit Chairperson
Steven Berger, J.D., Shareholder, VEDDER PRICE, P.C.
John Ezell, CPA, CEPA, Founding Principal & President, PROHORIZONS
Max Krotman, J.D., Managing Partner & General Counsel, GLOBALFORCE INTERNATIONAL, INC.
11: 15 AM - 12:05 PM
Tax
Leaving No Stone Unturned: Adding Value to
Your Tax Practice by Assisting Clients with Tax
Incentives They Should be Taking Advantage of
But May Not Be
Sonny Grover, CPA, Senior Managing Director, ALLIANTGROUP, LP
11: 15 AM - 12:05 PM
Practice Management
Networking in the Community & On the Web
Sandra Wiley, COO, Owner, Consultant, BOOMER
CONSULTING, INC.
12: 10 PM - 1: 30 PM
2010 AWARDS LUNCHEON
1: 15 PM - 2:00 PM
Dessert In the Exhibit hall
BREAKOUT SESSIONS | 2:00 PM - 2: 50 PM _____________________
2:00 PM - 2: 50 PM
Financial Planning
Adding Financial Services to Your Practice: The
Agony and the Ecstasy….Real World Experiences
Joseph Sedita, Managing Member, SEDITA KILTON, & CO.
2:00 PM - 2: 50 PM
Technology
What Are Portals and Why You Need Them
David Bergstein, CPA. CITP, Director of Strategic Relationships, CCH, A WOLTERS KLUWER BUSINESS
2:00 PM - 2: 50 PM
Tax
Doing the Right Thing In the Right Way for the
Right Reason
Bill Parrish, Accountant & Tax Professional, PRIVATE PRACTICE GROUP, LLC
2:00 PM - 2: 50 PM
Practice Management
The Intersection of Business Development &
Social Media
Michele Golden, CPF, President, GOLDEN PRACTICES, INC.
BREAKOUT SESSIONS | 2: 55 PM - 3:45 PM _____________________
2: 55 PM - 3:45 PM
Financial Planning
Avoiding Common Pitfalls- What NOT to do
John Napolitano, CFP, CPA, PFS, MST, RLP, Chairman & CEO, U.S. WEALTH MANAGEMENT, LLC
2: 55 PM - 3:45 PM
Technology
Technology Trends for 2010 and Beyond
David Cieslak, Principal, ARXIS TECHNOLOGY, INC.
2: 55 PM - 3:45 PM Tax Tax Incentives for Green Building ConstructionGian Pazzia, CCSP,Shareholder, KBKG, INC Gian Pazzia, CCSP,Shareholder, KBKG, INC
2: 55 PM - 3:45 PM Practice Management 12 Ways to Provide Better Service to Clients, Make More Money and Have More FunEdward Mendlowitz, CPA, ABV, CFF, PFS,
Edward Mendlowitz, CPA, ABV, CFF, PFS, Partner, WITHUMSMITH+BROWN
3:45 PM - 4:45 PM Afternoon Refreshment Break in Exhibit Hall
