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Agenda

Date: November 7, 2019

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

Come early to meet with colleagues.



8:30-9:45 A.M. General Session

Start with the End in Mind

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

A CPA firm goes through a natural life cycle. Healthy firms go through multiple times of growth and then retrenchment. Having a strategy for sustainability means the firm is headed for a smoother succession when the time comes.

Topics include:

  • Key trends and their impact on succession planning practices
  • Leadership competencies necessary to compete in the next decade
  • Key pitfalls to today’s succession planning initiatives — letting go and age gaps
  • A framework for identifying critical roles
  • 6 steps to effective succession planning and exit strategies



9:45-10 A.M. Networking Break

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

10-11:10 A.M. General Session

Beyond the Buzzwords with Hiring & Performance Management

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

This is a fast-paced look at clever and aggressive new hiring and enagement processes that save time and effort and are legally compliant. Mixing "Lean" theory, fresh case studies and psychological theory, Karl covers new ground with a fresh, data-driven look at core HR processes.

Topics include:

  • Look beyond the buzzwords and rethink the hiring process instead of tweaking business as usual
  • Apply true "Lean" principles to a re-design of a key process that can be applied to any organization
  • Review the issue from many sides: the five things applicants want, the four things managers demand, the three things HR would like, the two things lawyers expect, and the one thing the CEO needs



11:10-11:20 A.M. Networking Break

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



11:20 A.M.-12:20 P.M. General Session

Small Firm Acquisitions

Larry Bitter, CPA, Brown, Smith & Settle, LLC

A dive into acquiring the sole practitioner and small CPA firms from the buyer perspective. Formulating a consistent approach for targets, due diligence requests and issues, contracts and other legal documents, terms and conditions, negotiations, timing, closing the deal, communication with staff and clients, follow-up tracking, and review will all be touched upon.

12:20-1:05 P.M. Lunch

It's time to for lunch and networking with colleagues.



1:05-2:05 P.M. General Session

What Cybersecurity Really Means for Accounting Firms

Donny Shimamoto, CPA, CGMA, CITP, IntrapriseTechKnowlogies LLC

Cybersecurity continues to be one of the greatest concerns for accounting firms and their clients. Many organizations are also worried about putting any type of data into the cloud. If the data is related to customers, clients, employees, or finances, cybersecurity becomes the number one criterion in vendor selection — or at least it should be one of the top. The growth in the number and sophistication of cyber attacks should have any reasonable person cautiously paranoid about who could get access to data in the cloud. Attend this session to better understand what sets of your data put you at risk and the implications if you have a data breach.



2:05-2:15 P.M. Networking Break

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



2:15-3:15 P.M. General Session

Modernizing Your Firm

Donny Shimamoto, CPA, CGMA, CITP, IntrapriseTechKnowlogies LLC

What if you could reduce cost, risk for error and greatly reduce your staff’s manual labor workload, all while better positioning yourself as a trusted business advisor by providing more holistic services to your clients? In this non-technical but technology-focused session you will take a peek at the latest accounting technologies and learn how to develop a plan to modernize your firm.



3:15-3:25 P.M. Networking Break

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

3:25-4:40 P.M. Closing General Session

Transcending Technology: How to Ensure Your Firm’s Continued Success

Donny Shimamoto, CPA, CGMA, CITP, IntrapriseTechKnowlogies LLC

Artificial intelligence (AI), blockchain and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Accounting firms and finance departments need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think!

  • Understand how emerging technologies are going to impact the accounting profession
  • Identify the key considerations for enhancing your firm’s/department's service offerings
  • Identify training your staff needs to be ready to use emerging technologies and deliver enhanced services

 

4:40 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!