July 12-13, 2017 | Pennsylvania Hotel, NYC

2017 New York and Northeast Accounting Show

The 9th annual largest meeting of accounting professionals in New York each year.

Conference Program

2017 New York and Northeast Accounting Show
The 9th annual largest meeting of accounting professionals in New York each year.


Conference registration and coffee service 7:30-8:20 am 18th floor Conference Ballrooms, Hotel Pennsylvania.
Take elevators to the 18th floor. Come early for free coffee.

FREE Keynote Session 1 8:00 - 9:40 am 18th floor Hotel Pennsylvania, Conference Session Room. General Session (2 CPE credits)

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.



9:40 am - 4:00 pm Exhibits open 18th floor Exhibit Area. Exclusive show viewing time 9:40-11 am. Free coffee service in the Exhibit Hall.


General Session 18th floor Hotel Pennsylvania, Conference Session Room (1 CPE credit)
General Session 2 11:00 - 11:50 am

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

Amy Vetter, Global VP Education & Enablement, Head of Acctg, 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 2a 11:00 - 11:50 am

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

KC Truby, President, TALK Accounting. Putting talk into your accounting practice.



12 noon - 1:20 pm Session 3 Break in the exhibit hall. Exclusive Show viewing time in the exhibits. See examine and compare accounting, business, finance and services at one time and one place in New York.


Concurrent Sessions Select one of two 18th floor, Hotel Pennsylvania, Conference Session Room (2 CPE credits)

Session 4: 1:20 - 3:00 pm

Your Firm's World is Changing.

Christina Wiseman, MBS, Product Manager, Web Services & Mobile, 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 5: 1:20 - 3:00 pm

Four Things to Know About Perfect Workflow.

Michael Giardina, CEO, OfficeTools
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.



3:00 - 4:00 pm Break in the exhibit hall. Exclusive show viewing time. Show concludes at 4 pm.


Concurrent Sessions Select one of two 18th floor, Hotel Pennsylvania, Conference Session Room (1 CPE credit)

Session 6: 4:00 - 4:50 pm

Breaking Up is Hard to Do! How to Dismiss a Client

Sandra Johnson, CPA, EA, CFE, Sandra G. Johnson, CPA, PC
Introduced by: Robert L. Goldfarb, CPA, Principal, Janover LLC, Chairman, Long Island Tax Professionals Symposium, NCCPAP



Session 7: 4:00 - 4:50 pm

Cyber Security: Hackers, Scams & Passwords – It's a whole new ballgame.

Armando D'Accordo, President, CMIT Solutions
Cyber Security has changed the CPA and business landscape as we know it. Cyber threats are now in our daily life, from identity theft, credit card scams, password exposure, and major financial fraud. Protect your CPA practice and your clients from new threats to your professional life.



DAY TWO, Thursday, July 13

Conference registration and coffee service 7:30-8:20 am 18th floor Conference Ballrooms, Hotel Pennsylvania. Take elevators to the 18th floor. Come early for free coffee.
FREE Keynote Session 10 8:00 - 9:40 am 18th floor Hotel Pennsylvania, Conference Session Room. General Session (2 CPE credits)

Technologies for the Digital CPA.

Erik Asgeirsson, President & CEO, CPA.com Joe Woodard
Staying Relevant…it's top of mind for every CPA and managing partner today. Will technology disrupt my practice? How do I move from compliance expert to strategic advisor? These are questions practitioners struggle with every day. Erik Asgeirsson, President and CEO of CPA.com, the technology subsidiary of the AICPA, will provide insights and observations on today's digital landscape, including disruptive and transformative technologies driving change in audit, tax and client accounting services and what firms across the country are doing to stay relevant.



9:40 am - 4:00 pm Exhibits open 18th floor Exhibit Area. Exclusive show viewing time 9:40-11 am. Free coffee service in the Exhibit Hall.same floor. Exclusive show viewing time 10-11 am.

11:00 am - 2:00 pm Free Exhibits


Concurrent Sessions Select one of two General Session 18th floor Hotel Pennsylvania, Conference Session Room (1 CPE credit)

Session 11 11:00 - 11:50 am

Business Intelligence and Big Data for the Accounting Firm and Your Clients.

James C. Bourke, CPA.CITP.CFF.CGMA, Partner - Managing Director - Advisory Services, WithumSmith+Brown, PC
In this session, Jim will take the mystery out of business intelligence and big data. He'll help you to identify it within your firm and your clients and he'll show you how it will change our profession forever. He'll share what the largest firms in the US are doing with this information and show you why and how it will eventually impact the sole practitioner. This is a “MUST” attend session for anyone performing attest work today. Attend this session and you'll be one step ahead of your competition on preparing for one of the biggest changes to impact our profession, not to mention, you'll have a good understanding of all of the current tools in the marketplace to take your efforts in this space to the next level!

Session 12 11:00 - 11:50 am

Cloud Computing is Here. Put It To Work.

Dr. Chandra Bhansali, Co-Founder and CEO, AccountantsWorld, Hauppauge, NY Moderator: Rick Telberg, President, CEO, Bay Street Group LLC, East Hampton, NY Cloud Computing is an established business system to efficiently reduce your cost, store data, access data, and quickly and easily put data to work in your practice. Cloud Computing is working at all levels of business, finance, and accounting, from a one person office to multi-corporations.

12 noon - 1:20 pm Session 13 Break in the exhibit hall. Exclusive Show viewing time in the exhibits. See examine and compare accounting, business, finance and services at one time and one place in New York.


Concurrent Sessions Select one of two General Session 18th floor Hotel Pennsylvania, Conference Session Room (1 CPE credit)

Session 14 1:20 - 3:00 pm

The Perfect Practice in 50 Words.

Joe Woodard, CEO, Woodard Companies )
Introduced by: Daniel Hood, Editor-in-Chief, Accounting Today
Even if your practice is profitable – or thriving – it is often not the practice we prefer. Many practices are plagued with stale client relationships, political cultures, broken systems, and underpriced, commoditized services. But, there is a path to a better, more perfect practice. In this cutting-edge address Joe Woodard, trainer and coach to over 100,000 accounting professionals, defines the perfect account practice (in exactly 50 words) and provides practical, achievable steps to intentionally fold the perfect practice design in your firm. What you will learn:

  • The Six Pillars of Practice Excellence

Session 15 1:20 - 3:00 pm

QuickBooks Online Accountant.

MB Raimondi, CPA.CITP, MS Taxation Intuit Solution Provider
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.


3:00 - 4:00 pm Final exhibit hall opportunity. Exclusive Show viewing time in the exhibits. You don't have to leave the 18th floor.


Session 16 4:00 - 4:50 pm

Mergers & Acquisitions. What is your business worth?

Max T. Krotman, Esq., Managing Partner, Globalforce International, Inc., Melville, NY
When you decide to sell your business, learn how to value your practice accurately, and how to maximize value. How to grow your business through acquisition, continue your business with a partner; or leave your business in a sales and payout option. Find out your options if you are looking to make a change in your business. What you should know about valuations, financing and payout options.

Flagg Management, Inc - 353 Lexington Ave, New York, NY 10016 - Tel. (212) 286-0333  Fax (212) 286-0086 - flaggmgmt@msn.com