As the economy inches forward on the road to recovery, CPA firms
are once again returning their focus from survival to profitability.
CONFERENCE AGENDA
Tuesday,
October 25, 2011
1:00 PM - 4:00 PM
Pre-Conference Workshop A:
2020 Group USA’s Mid-Year
Strategic Planning for 2012
Chris Frederiksen, Chairman & CEO
2020 GROUP USA, Accounting Today’s Top 100
Most Influential People
Damien Greathead, Operations Director
2020 GROUP USA
1:00 PM - 4:00 PM
Pre-Conference Workshop B: The
Rainmaker Academy Workshop
Angie Grissom, VP, Director of Consulting
THE RAINMAKER CONSULTING GROUP
Troy Waugh, CEO, THE RAINMAKER
ACADEMY
4: 30 PM - 4: 45 PM
Welcome Address
Bill Carlino, Editor-in-Chief, ACCOUNTING TODAY
4: 45 PM - 5: 45 PM
Opening Keynote: Keeping the
“House Advantage” for Your
Own Practice
Jeffrey Ma, The Real Life Inspiration for the Film
21 and Co-Founder, CITIZEN SPORTS
Wednesday,
October 26, 2011
8: 30 AM - 8:35 AM
Welcome Remarks
Bill Carlino, Editor-in-Chief, ACCOUNTING TODAY
8:35 AM - 9:25 AM
Morning Keynote: What Will You
Do When You Get Home?
Bob Bunting, CEO, MOSS-ADAMS
9: 30 AM - 10: 20 AM
Track: TAX
PANEL DISCUSSION: Shifting
Focus from Surviving to Thriving
During Tax Season
MODERATOR: Glen Keenan, President
XCM SOLUTIONS
PANELISTS: Allen Calhoun, J.D., LL.M.,
Managing Editor (Business Entities & Tax
Accounting), BNA
Ed Jennings, President and CEO, COPANION
Track: FINANCIAL PLANNING
Seven Steps to Being a
Successful CPA-Based
Registered Investment Advisor
Mont Levy, JD, CEO, BAM ADVISOR
SERVICES
Track: PRACTICE MANAGEMENT
Three Steps to Starting Your
Social Media Presence
Michelle Golden, CPF, President, GOLDEN
PRACTICES, INC.
Track: TECHNOLOGY
Next Generation Accounting
Integration
William Euler, Jr., CPA, President
PROFESSIONAL ACCOUNTING SOLUTIONS
11:00 AM - 11: 50 AM
Track: TAX
Tax Season Survival Tips
Fran Coet, CPA/CF®F,CFP®, Chairman & CEO
COET & COET PC, CPAS
Track: TECHNOLOGY
Cloud Technology and On-
Shore/Off-Shore Delivery
Christian Payne, CEO, KELLOGG &
ANDELSON
Track: PRACTICE MANAGEMENT
Who Moved My Market?
Modernizing Growth
Gale Crosley, CPA, Founder & Principal
CROSLEY+COMPANY
Track: MERGERS & ACQUISITIONS
Panel Discussion: M&A in 2011
and Beyond
MODERATOR: Steven R. Berger, J.D., Shareholder
VEDDER PRICE P.C.
PANELISTS: Lou Fuoco, CPA, Managing Director
FUOCO GROUP
Max Krotman, JD, Managing Partner
& General Counsel, GLOBALFORCE
INTERNATIONAL, INC.
David Sibits, President, CBIZ FINANCIAL
SERVICES
11: 50 AM - 12: 40 PM
Track: TAX
Twenty Ideas to Boost Your Tax
Practice
PANELISTS: Chris Frederiksen, Chairman & CEO,
2020 GROUP USA
Damien Greathead, Operations Director,
2020 GROUP USA
Track: MERGERS & ACQUISITIONS
Now That We’ve Merged, What’s
Next?
Brian Price, Founding Partner, PRICEKUBECKA,
PLLC
Track: FINANCIAL PLANNING
Financial Planning and the
Three-Dimensional Fiduciary
John P. Napolitano, CFP ®, CPA, PFS,
MST, RLP®, Chairman and CEO, U. S. WEALTH
MANAGEMENT, LLC
Track: TECHNOLOGY
Moving Your Practice to the
Cloud
MODERATOR: Seth Fineberg, Technology Editor
ACCOUNTING TODAY
PANELISTS: Trey James, CEO, XCENTRIC
Glen Keenan, President
XCM SOLUTIONS, LLC
Doug Sleeter, President
THE SLEETER GROUP, INC.
Markus Wagner, Partner, CALVETTI
FERGUSON & WAGNER
Stephen Yoss, Principal, MANTISPRO
12: 15 PM - 1: 30 PM
Awards Luncheon
