June 6-7, 2017 | LAX Hilton Hotel, Los Angeles, CA

2017 California Accounting & Business Show & Conference

The 33rd annual largest meeting of CPAs in California each year.

Conference Program

2017 California Accounting & Business Show & Conference
The 33rd annual largest meeting of CPAs in California each year.


Register today for the low-cost CPE educational program at $55/day with 6 CPE credits. $100 for 2 days with 12 CPE credits. The CPE is accredited by the NASBA. Sponsor Identification number is: 104942.

Day One, Tuesday, June 6

Conference registration and coffee service 7:30-8:20 am
2nd floor Conference Complex - take stairs or elevator to ‘2’

Session 1 – 8:20-10 am - 2nd floor LAX Hilton Conference Session Room. General Session
(2 CPE credits)  KEYNOTE SESSION

Technology Futures – 2017

Dana ‘Rick’ Richardson, CPA, CITP, CGMA, Richardson Media & Technologies, Canton, CT
Rick Richardson began providing CPAs with his technology futures forecast in 1981 and this year will mark an unbroken string of 37 years of predicting our technology future.  Rick will provide attendees with his vision of both the short and longer-term future for technology, including technologies important to the accounting professional.  Topics will include a review of prior-year predictions, what major-market companies are doing and how their actions will affect all of us, current trends in hardware, software, and communications as well as emerging technologies that will bring those trends into reality.  Rick will conclude with his personal forecasts on our technology future.



10 am - 4 pm  Exhibits Open
CPE sessions will have scheduled breaks to see the exhibits in 2 halls: International and Pacific – All on the same floor. Exclusive show viewing time 10-11 am.

11 am-2 pm  Free Exhibits.


Concurrent Sessions - Select one of two 2nd floor LAX Hilton Conference Session Room.
(1 CPE credit)

Session 2 – 11-11:50 am - 2nd floor LAX Hilton Conference Session Room. General Session

Looking into the Crystal Ball: Modern Succession Planning for Your Firm.

Amy Vetter, Global Vice President, Education & Enablement, Head of Accounting, USA, Xero

  • Trends in today's exit plans
  • How to build best-fit successors
  • Knowing what buyers want
  • Tips to innovate your service structure
  • Scoping future challenges
  • Strategies for creating lasting change
  • Guidance on letting go

Session 3 – 11-11:50 am - 2nd floor LAX Hilton Conference Session Room. General Session

Four Things to Know About Perfect Workflow.

Michael Giardina, CEO, OfficeTools

  • Find out what ground work is necessary before you implement new workflow systems.
  • Discover why investigation of the tools available is necessary to insure successful implementation.
  • Learn how to get teams buy in and the continued benefits from a periodic review of a well thought out workflow system.


12-1:20 pm  Session 4  Break in the exhibit hall. 2 halls: International and Pacific – All on the same floor.


1:20-3 pm  Session 5  Concurrent with CPE sessions Free Walking Tour on the Show Floor,  (2 CPE credits) conducted by Barry Strobel, Publisher, CPA Practice Advisor and Gail Perry, CPA, Editor-in-Chief, CPA Practice Advisor.  Please assemble 10 minutes early.    

Concurrent Sessions - Select one of three 2nd floor LAX Hilton Conference Session Room.
(2 CPE credits)

Session 6 – 1:20-3 pm

Inspector Gadget 2017

David Cieslak, CPA.CITP, CGMA, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CA
Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live.  From cloud computing, mobile and hybrid devices to entertainment, home automation and the Internet-of-Things – every aspect of our days are impacted by the latest technology offerings. Join Inspector Gadget as he shares cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.  

Understand the latest technology trends and the impact these trends will have on next generation devices. Identify where to wisely invest in new technology, and what to avoid.

Session 7 – 1:20-3 pm

The CPA Firm of NOW!

Randy Johnston, Chairman & CEO, Network Management Group, Inc., Hutchinson, KS
Forget the “CPA Firm of the Future,” it’s the “CPA Firm of NOW” that is of immediate concern. And given that, what technologies should the CPA Firm of NOW embrace to address issues such as improving client satisfaction, attracting and retaining staff, and increasing profitability?

Learn about technologies that can solve many of the problems facing today’s CPA firm. Technologies discussed in this session are workflow, practice management, document management, scan-and-populate, engagement planning and management, and tax notice responses. If you work in public accounting, you can’t afford to miss this eye-opening session.


Session 7a – 1:20-3 pm

TALK Accounting: How to reduce overhead in your CPA practice by 90%.

KC Truby, President, TALK Accounting

Putting talk into your accounting practice.



3-4 pm  Break in the exhibits  Exclusive show viewing time - International and Pacific – All on the same floor. Show concludes at 4 pm.


Concurrent Sessions - Select one of two 2nd floor LAX Hilton Conference Session Room.
(1 CPE credit)

Session 8 – 4-4:50 pm

Tech That Affects CPA Practices

Adrian Stern, CPA, CFE, CFF, CrFA, CICA, Clumeck Stern Schenkelberg & Getzoff
The Cloud - Does it really deliver what it promises?
Firewall updates - How important are they?
Wireless access - Are we risking our Client's data?
Has our phone and pads replaced the desktop computer?


Session 9 – 4-4:50 pm

How to Turn you Goodwill into Cash.

Chris Frederiksen, CPA, CGMA, Frederiksen & Company, Corte Madera, CA
Led by Chris Frederiksen, the “Million Dollar CPA” and leading CPA practice transition advisor in California.  If you plan to retire gracefully, but get properly paid for what you have accomplished, please attend this informative and humorous lecture. We’ll cover multiples and valuations but the focus will be on the things that are critical to making a transition successful.  This event is relevant to you whether you are doing an internal transition, selling to another firm or planning to do an acquisition.



2017 CPA Practice Advisor’s Innovation Awards Reception for Exhibitors

Tuesday, June 6, 5:00 pm
Now in their 14th year, CPA Practice Advisor's annual Tax & Accounting Technology Innovation Awards have been the pinnacle of recognition for technology vendors serving the tax and accounting profession. Plan to attend this reception and awards event at the close of the show Tuesday.
These awards recognize outside-the-box thinking in product development, breakthrough technologies, state of the art design and implementation, and cutting edge concepts that help accounting professionals and their clients be more productive and profitable.
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Show concludes at 4 pm  Conference concludes at 4:50 pm  

Program and Speakers subject to change.


Conference Program continues

Day Two, Wednesday, June 7

Conference registration and coffee service 7:30-8:20 am 
2nd floor Conference Complex - take stairs or elevator to ‘2’


Session 10 – 8:20-10 am - 2nd floor LAX Hilton Conference Session Room. General Session
(2 CPE credits)  KEYNOTE SESSION

What You Need to Know Now About Tech Trends Impacting the Accounting Profession - Blockchain. Cognitive computing. Big data.

Jon Baron, President, Professional, Tax & Accounting, Thomson Reuters
Like many firms, you’re probably wondering how these emerging technologies will impact the accounting profession and what you need to know about them now to stay ahead.  

Whatever your level of technology expertise, you’ll want to check out this fresh, lively session from Jon Baron, Managing Director, Professional Segment, Thomson Reuters. Jon will discuss the state of the accounting profession, and preview technology trends you can anticipate in the near future. He’ll talk about the pace and type of emerging technologies that will have a lasting impact on the profession, like Blockchain, cognitive computing and big data. You’ll see why there’s no need to fear these interesting new developments and how you can use them to help your firm stay competitive. Jon will also discuss the timely and important topics of data security and identity theft, as well as how digital identity technologies will evolve and impact our profession.

Whether you’re ready to jump into this new world of technology with both feet or are still trying to decide which toe to dip in the water, you’ll find information you can use in this session – and in the process, you’ll learn how to manage the pace of change, how to reinvent your firm and how to thrive in this brave new world.


10 am - 4 pm  Exhibits Open
CPE sessions will have scheduled breaks to see the exhibits in 2 halls: International and Pacific – All on the same floor. Exclusive show viewing time 10-11 am.

11 am-2 pm  Free Exhibits.


Session 11 – 11-11:50 am - 2nd floor LAX Hilton Conference Session Room. General Session   
(1 CPE credit)  KEYNOTE SESSION

Step into the Future of Accounting

CeCe Morken, General Manager, Intuit ProConnect Group
Our world is constantly evolving, and so are the tools that we use to live, work and play. We live in a connected world that now leverages data in amazing ways. Smart technology is changing the game and will shape the future of accounting as the world further evolves and builds on the internet of things.



10:20-12 Noon  Session 12  Concurrent with CPE sessions Free Walking Tour on the Show Floor, (2 CPE credits) conducted by Barry Strobel, Publisher, CPA Practice Advisor and Gail Perry, CPA, Editor-in-Chief, CPA Practice Advisor. Please assemble 10 minutes early.

12-1:20 pm  Session 13  Break in the exhibit hall. Exclusive show viewing time to see the exhibits in 2 halls: International and Pacific Ballrooms.


Concurrent Sessions - Select one of two   2nd floor LAX Hilton Conference Session Room.
(2 CPE credits)

Session 14 – 1:20-3 pm

Your Firm’s World is Changing

Matthew Jagst, Sr Director of Product Management, Thomson Reuters
You want your practice to succeed, and balance work success with your personal life. However, your world is changing. Clients now demand real-time information and feedback, placing pressure on limited and busy staff. Firms like yours are using tools and processes that have worked well in the past 20 to 30 years. There is the requirement to hire staff to expand or replace vacancies. Staffing shortages and turnovers are 16.7 to 20.5%, the talent pool is limited. Our goal is how to make your workflow more efficient with tools and technology that will streamline your tax and accounting processing from start to finish. And maybe one day you will sell your firm and retire.

Session 15 – 1:20-3 pm

QuickBooks Online Accountant.

Anthony Hunt, Product Specialist, Intuit ProConnect Group
This session begins with an introduction of Intuit and QuickBooks Online. It covers why small businesses and accounting professionals are moving to online solutions and the benefits of using QuickBooks Online. The session then introduces the accounting professional to QuickBooks Online Accountant, including a demonstration of the special features designed to help accounting professionals support their QuickBooks Online clients and manage their practice in QuickBooks Online Accountant. Finally, it covers the integration between QuickBooks Online and ProConnect Tax Online.



3-4 pm  Final exhibit hall opportunity.  Collect prizes, Free software, exhibitor drawings, last session of the day. Exclusive show viewing time – See exhibits in 2 exhibit halls. Show concludes at 4 pm.


Session 16 – 4-4:50 pm  General Session   2nd floor LAX Hilton Conference Session Room.
(1 CPE credit)

7 Head Scratcher Questions About Blockchain: What Happens When Tomorrow's Technology Moves Today's Conference Room.

Greg LaFollette, CPA.CITP, CGMA, VP Product Strategy, CPA.com
Blockchain has reached the absolute pinnacle of the "hype cycle" which means you (and your clients) are aware and probably curious. It seems that everyone wants to teach you what blockchain is. This session is NOT that, but rather it’s a thoughtful overview of the business model implications for us as practitioners and for our clients. You’ll leave with great talking points for your upcoming client meetings.
Show concludes at 4 pm  Conference concludes at 4:50 pm  

Program and Speakers subject to change.