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CONFERENCE AGENDA | Continued
2: 30 PM - 3: 20 PM
Track: TECHNOLOGY
Track: MERGERS & ACQUISITIONS
Managing a Succession
Plan Gone Wrong
Joel Sinkin, President, ACCOUNTING
TRANSITION ADVISORS, LLC
Panel Discussion: Building
a Successful Outsourced
Accounting Practice-How the
Cloud Can Help
MODERATOR: Seth Fineberg, Technology Editor
ACCOUNTING TODAY
PANELISTS: W. Michael Hsu, CPA CITP MSA
Founder & CEO, DEEPSK Y
Jim Hart, Practice Manager, SINGERLEWAK
Taylor Macdonald, VP, Channel Sales
INTACCT
Tom Mescall, Partner In Charge, ARMANINO
MCKENNA LLP
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Track: PRACTICE MANAGEMENT
Protecting Your Profitability
from Fraud
Pat Huddleston, CEO, INVES TOR’S
WATCHDOG & FORMER SEC ENFORCEMENT
BRANCH CHIEF
Track: TAX
Cross Border Tax Planning
Issues
Ivan J. Sotomayor CPA, Managing Partner
SOTOMAYOR & ASSOCIATES, LLP
5: 10 PM - 6: 30 PM
Cocktail Reception
Thursday,
October 27, 2011
Track: PRACTICE MANAGEMENT
Change or Die: Manage
Change to Reach Your Business
Goals
Ulrike Harrison, Chief Growth Officer
WIPFLI LLP
Track: PRACTICE MANAGEMENT
High Impact Strategies for
Growth
Angie Grissom, VP, Director of Consulting
THE RAINMAKER CONSULTING GROUP
8:05 AM - 9:00 AM
Track: TECHNOLOGY
The Experiential Economy-What
Businesses Expect Today From
Their Eco-System
Himanshu Palsule, EVP of Strategy, SAGE
Track: FINANCIAL PLANNING
How to Upsell Clients to
Financial Services
Fran Coet, CPA/CF®F,CFP®, Chairman & CEO
COET & COET PC, CPAS
3: 30 PM - 4: 20 PM
Track: MERGERS & ACQUISITIONS
The Benefits/Pitfalls of Small
Practice Acquisitions
Rodney Deloe, CPA, Director, MCKEEVER
VARGA & SENKO
Track: FINANCIAL PLANNING
How to Make More Revenue
Through Financial Planning
Louie Rosalez, CEPP, Chief Marketing Officer
/ Chief Insurance Officer, HONKAMP KRUEGER
FINANCIAL SERVICES, INC.
4: 20 PM - 5: 10 PM
Track: FINANCIAL PLANNING
Keys to Success in Financial
Planning
Mont Levy, JD, CEO, BAM ADVISOR
SERVICES
Track: TECHNOLOGY
Information Security: Staying
Safe in 2011 and Beyond
PANELISTS: David M. Cieslak, Principal
ARXIS TECHNOLOGY, INC.
Stephen Yoss, CPA, Principal, MANTISPRO
Track: TAX
IRS Changes and its Effect on
Our Business
Roger Harris, President and COO, PADGETT
BUSINESS SERVICES AND FORMER
CHAIRMAN IRS ADVISORY COMMITTEE
Track: MERGERS & ACQUISITIONS
Let’s Make a Deal-An Insider’s
Guide to Getting it Right
Steve McIntyre-Smith, President & CEO
MFA GROUP, INC.
Track: PRACTICE MANAGEMENT
PANEL DISCUSSION: Anatomy of
a Lead Generation Campaign
MODERATOR: Daniel Lee, Senior Editor
ACCOUNTING TODAY
PANELISTS: Wendy Nemitz, Principal, INGENUITY
MARKETING GROUP
Salima Virani, CEO, ZENTREPRENEUR, INC.
Alan Vitberg, Chief Marketing Guru
VITBERG LLC
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