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.
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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.
Walking Tour 10:20-12 Noon Concurrent session with CPE credits. Hear exhibitors explain their systems in a tour on the Show Floor. (2 CPE credits) conducted by Gail Perry, CPA, Editor-in-Chief, CPA Practice Advisor and Barry Strobel, Publisher, CPA Practice Advisor. Please assemble 10 minutes before 10:20. Walking Tour open to everyone.
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
- 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.
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
Walking Tour 10:20-12 Noon Concurrent session with CPE credits. Hear exhibitors explain their systems in a tour on the Show Floor. (2 CPE credits) conducted by Gail Perry, CPA, Editor-in-Chief, CPA Practice Advisor and Barry Strobel, Publisher, CPA Practice Advisor. Please assemble 10 minutes before 10:20. Walking Tour open to everyone.
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, President, 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
Improving Your Workflow with QuickBooks Online Accountant.
 MB Raimondi, CPA.CITP, MS Taxation Intuit Solution
Provider
In this session, MB Raimondi, CPA, will demonstrate how to better manage and train your clients using QuickBooks Online and QuickBooks Online Accountant.
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. You will also learn how to train your clients to use the correct workflow from within QuickBooks 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.
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