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Agenda

Date: Aug. 17, 2018

7:30-8:30 A.M. Coffee & Networking

Come early to meet with colleagues.



8:30-9:20 A.M. General Session

A Fresh Take: Understanding Generational Expectations in the Workplace

Karl Ahlrichs, CSP, SHRM-SCP, SPHR, Gregory & Appel, Insurance

As we head towards 2019, it is helpful to refresh our generational view of our world and how it applies to our workforce strategy. This fast-paced session offers multiple viewpoints on shifting demographics, and shares strategies you will need to maintain your competitive advantage. All of this will be mapped on top of a brief review of some fundamental economic data and the framework that modern organizations are operating in.

Key learnings:

  • Three new data points about the coming workforce
  • How to make small firms attractive to high performers
  • Advanced hiring methods for aligning applicants with firm values
  • Communication strategies and tactics for sustainability in 2019



9:20-9:35 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

9:35-10:50 A.M. Breakout Sessions
  1. Buying a Firm: Lessons Learned 

    Mary Kay Prasco, CPA, CFF, Prasco & Associates, PC

    • What is the seller looking for in a buyer?
    • What are you really buying, and what is it worth?
    • How do you know if a potential practice will be a good fit?
    • How do you minimize your risk in structuring the deal?
    • How do you retain clients after the owner exits?

    

  2. The Top Five Reasons Small Businesses Find Themselves in Court

    Kathryn M. Cimera, JD, Mallor Grodner, LLP

    Whether it’s your firm or a company you are doing work for, it’s important to understand common issues in employment law. Specifically, companies with 15 or fewer employees generally end up in court for one of five reasons. Cimera will cover the top areas for litigation and provide tips for keeping you out of court!



  3. Interactive Discussion: Communicating and Building Rapport with Different Generations of Clients

    Karl Ahlrichs, SHRM-SCP, SPHR, Gregory & Appel Insurance and Jen Hauck, Gregory & Appel Insurance

    CPAs handle complicated legal issues, provide decision support that requires critical thinking skills, and are faced with new, younger clients with very short attention spans. In this fast-paced session, our facilitators will discuss several proven methods for reaching both the hard to understand Millennials, and the newest generation (Gen Z), as well as bringing along our seasoned clients of past generations. Be sure to bring examples of issues you’re facing and your tried and true practices that have worked for your firm in navigating multiple generations of clients.

10:50-11:00 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.



11:00 A.M.-12:15 P.M. Breakout Sessions
  1. Marketing for Small Firms

    Charles Perry, RelaNet, LLC

    Small accounting firms are able to offer their clients many advantages, but one problem that some small firms struggle with is where to find these clients to begin with.  In this group discussion, we will explore different marketing techniques that are available to small accounting firms with limited budgets and discuss the group's experience with these techniques. 

    Expected topics of conversation include:

    • Identifying a target audience for your marketing campaign
    • Attracting new clients with your firm website
    • Strategies for encouraging repeat business
    • Content marketing, including blogging and client newsletters
    • Encouraging word-of-mouth advertising and client referrals
    • Using "social proof" and client testimonials to build credibility
    • Other topics of interest to the group

    

  2. Selling Your Firm: Lessons Learned

    Mary Kay Prasco, CPA, CFF, Prasco & Associates, PC

    • What is your practice worth?
    • What are qualified buyers looking for?
    • How do you make your practice more attractive to buyers?
    • What mistakes should you avoid during the selling process?

    

  3. Interactive Discussion: Workflow Management

    Frederick Grief, CPA, CPA Network and Richard Wheeler, CPA, Wheeler & Associates, P.C.

    An open discussion on who does what, how and why. Is there a right or wrong? 

12:15-1:00 P.M. Lunch & INCPAS Update

Indiana CPA Society Update

Jennifer Briggs, CAE, Indiana CPA Society

It’s a time of great change in the profession and at the Society. Briggs will give an update on what’s ahead for this exciting time.



1-2:15 P.M. Breakout Sessions
  1. Collaborative Practice: A Better Way

    Valerie Brennan, CPA, PFS, Somerset CPAs, Bart Ferraro, Ph.D., HSPP and Amy Stewart, JD, Mallor Grodner, LLP

    If you have ever been a part of a client’s family issues like divorce or estate planning that resulted in high-stress and costly litigation, chances are you came away thinking, “There has to be a better way!”  Enter: Collaborative Practice. Collaborative Practice is a positive approach in which clients work with legal, financial and mental health professionals to assist them during conflict. This allows clients to receive a full array of expertise that they need from the professionals most qualified to provide it. While requiring hard work, at the end of the process, clients choosing Collaborative approach feel more satisfied and positive. Join this session to receive an introduction to Collaborative Practice, understand the benefits of Collaborative Practice for clients and explore professional opportunities to become involved.

    

  2. Interactive Discussion: Client Relations: What Works and What Doesn’t?

    Denise Gates, CPA, Edgewater Tax Group and Ellen Somers, CPA, Swartz, Retson & Co, PC

    • Communicating with clients: What is everyone else doing? Facetime - is less more? - or not?
    • How to keep clients (our best referral source) happy
    • Handling bad situations: How to turn them around
    • Client education (about work scope, complexity, and value, i.e. managing expectations).

    

  3. Interactive Discussion: Tips and Tools for a Successful Virtual Office

    Jake Grimm, CPA, Summit CPA Group and Jody Grunden, CPA, Summit CPA Group

    Grunden has run a distributed office successfully for the past five years. Taking this leap has allowed his firm to grow from 18 to 45 people while diversifying client services. Along with Virtual CFO, Jake Grimm, Gruden will discuss the first steps in going virtual as well as what tools helped them get there successfully. And, we can’t forget, how this impacted working with clients! Come ready to share your tips, tricks or even failures in your virtual endeavors.

    

2:15-2:30 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.



2:30-3:45 P.M. Breakout Sessions
  1. Asset Protection Planning and Choosing an Advisor When Buying or Selling a Business

    Dustin L. Plummer, JD, Mallor Grodner, LLP

    Buying or selling a firm is an adventure in and of itself. Add the legal complexities, and it’s enough to say, “forget it all.” From obtaining advisers to asset protection, Plummer is here to provide some basic best practices to keep in mind of on your journey of buying or selling a firm.

    

  2. Interactive Discussion: Workflow Management

    Frederick Grief, CPA, CPA Network and Richard Wheeler, CPA, Wheeler & Associates, P.C.

    An open discussion on who does what, how and why. Is there a right or wrong?

  3. 

  4. Interactive Discussion: Tips and Tools for a Successful Virtual Office

    Jake Grimm, CPA, Summit CPA Group and Jody Grunden, CPA, Summit CPA Group

    Grunden has run a distributed office successfully for the past five years. Taking this leap has allowed his firm to grow from 18 to 45 people while diversifying client services. Along with Virtual CFO, Jake Grimm, Grunden will discuss the first steps in going virtual as well as what tools helped them get there successfully. And, we can’t forget, how this impacted working with clients! Come ready to share your tips, tricks or even failures in your virtual endeavors.

3:45-3:55 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

3:55-4:45 P.M. Closing General Session

Preserving and Protecting Client Data

Charles Perry, RelaNet, LLC

In years past, maintaining adequate controls over client data might have been as easy as storing them in a locking file cabinet. But in this age of electronic records, preserving and protecting client data isn't quite as straightforward. It seems like every day we see reports in the news of a data breach that discloses sensitive information or a ransomware attack that locks a business out of their records. Luckily, with some foresight, CPAs can take steps to ensure that critical business and client data remains available and secure.



4:45 P.M. Adjourn

Don't forget to turn in your CPE form at the registration desk. Look for an event survey; please give us your feedback so we can create another great conference next year!