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

2015 Accounting Technology Show & Conference
The 7th annual largest meeting of accounting professionals in New York each year.


DAY ONE, WEDNESDAY, April 29

Conference registration and free coffee service : 7:30-8:00 am 18th floor Conference Ballrooms, Hotel Pennsylvania.


Session 1 8 - 9:40 am 18th floor, Hotel Pennsylvania, Conference Session Room. General Session (2 CPE Credits)
Managing Accounting Technology – iPads, iPhones, Cloud, Mobile, Web. Predictions for 2015.
Keep up with technology. Find out what’s new, what’s hot, what’s working.


Dana ‘Rick’ Richardson, CPA, CITP, CGMA, Richardson Media & Technologies, Canton, CT
Rick Richardson surveys the accounting, business, and finance technology for you. Rick will forecast technology, trends and futures for your clients, your business and personal life in a live session. Rick does the research so you don’t have to. He’s a CPA and he knows what you need for your business and your clients’ business. Plan to attend.


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


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

Session 2 11–11:50 am
What is YOUR Value.

Doug Sleeter, President, The Sleeter Group, Pleasanton, CA

All business success is founded in one single word. Value. Today, technology is driving incredible new opportunities for accountants to pivot to new business models, and deliver services small businesses want. No matter what model you choose, your main focus should be on creating and enhancing value. Everyone must create value, and your focus must always be on creating value for your clients, your firm, and ultimately, yourself.

Session 3 11–11:50 am
Show Me the Money. Improving Your Firm’s Cash Flow.

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

Cash flow is the lifeline of every business, yet many small firm practitioners don’t know if they are charging competitive fees. This session will discuss how to determine fees, billing dos and don’ts, common billing myths, collection procedures, and more.


Session 4 12 noon – 1:20 pm Exclusive Show viewing time in the exhibits. You don’t have to leave the 18th floor.
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 5 1:20 - 3:00 pm
Use Technology to Transform Your Firm – Learn how Successful Firms Harness its Power. QuickBooks Best Practices.

MB Raimondi, CPA.CITP, MS Taxation, Advanced QuickBooks Certified ProAdvisor and Intuit Solution Provider, Trumbull, CT
Introduced by: Gail Perry, Editor-in-Chief, CPA Practice Advisor

Keep up with QuickBooks and new QuickBooks applications for your practice and your clients operations for 2015. This is a how-to session for QuickBooks users and those looking to acquire QuickBooks know how now.

Session 6 1:20 - 3:00 pm
Winning the Competitive Landscape Today and Tomorrow: Insights to Maximizing Growth.

Brian Siet, CPA, Senior Manager, Strategic Relationships Tax & Accounting US, Wolters Kluwer

Putting cloud and accounting and business software to work to provide competitive services for your clients and business partners.


3 - 4 pm Exclusive Show viewing time in the exhibits. You don’t have to leave the 18th floor.
See, examine and compare accounting, business, finance and services at one time and one place in New York.

Session 7 4:00 - 4:50 pm
Cloud Computing to Serve Your Clients Better.

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.

Show concludes at 4 pm. CPE program concludes at 4:50 pm. Speakers and Program subject to change.


DAY TWO, THURSDAY, April 30

All Sessions and Exhibits on the 18th floor.
Conference registration and free coffee service : 7:30-8:00 am 18th floor Conference Ballrooms, Hotel Pennsylvania.


Session 10 8 - 9:40 am 18th floor, Hotel Pennsylvania, Conference Session Room. General Session (2 CPE Credits)
Building a Bridge to the CPA Firm of the Future

Erik Asgeirsson, President and CEO, CPA.com, New York, NY

What does the power of smart business mean for CPAs and their clients? In this era of change for the profession, digital transformation, globalization and other forces in play, this is one of the most challenging and exciting times to pursue a career as an accountant. Erik Asgeirsson, president and CEO of CPA.com, will discuss aspects of the changing technology landscape, the challenge of staying relevant and the great opportunities that lie ahead for those who embrace technology and specialization. He will be joined by a panel of tech-savvy firm leaders who will offer insight into how they developed smart business strategies and advanced their role as trusted advisers to clients.


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

18th floor, Hotel Pennsylvania, Conference Session Room (1 CPE Credit)

Session 11 11:00 - 11:50 am
Cyber Threats and Why you Definitely Need to Take Notice.

James C. Bourke, CPA.CITP.CFF.CGMA, Partner, WithumSmith+Brown, PC, Red Bank, NJ
Introduced by: Daniel Hood, Editor-in-Chief, Accounting Today, New York, NY

Not a day goes by where we don’t hear about another security breach or data compromise. The problem is that we only hear about the high profile cases involving millions of records that have been compromised. As professionals we need to exercise due professional care when it comes to protecting private and confidential client and customer information. Jim will share some stories about recent data breaches and discuss some best practices for helping to insure that you do your part to keep the information as secure and protected as possible. Jim Bourke is a nationally recognized speaker and is the past president of the New Jersey Society of CPAs and was recently named one of the 100 top accounting professionals in Accounting Today.


Session 13 12 noon – 1:20 pm Exclusive Show viewing time in the exhibits. You don’t have to leave the 18th floor.
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 14 1:20 - 3:00 pm
Building a Profitable Payroll Business.

Louie Calvin, Product Manager – Accounting CS, Thomson Reuters

The payroll space is becoming one of the most lucrative opportunities in the profession. Technological advances and changes in the business environment have created unprecedented opportunities for firms of every size. For years, accounting professionals labeled payroll as the hassle-ridden stepchild of services - considering it to be highly complex and lacking in profit potential. How things have changed! Today, payroll services represent one of the most important growth opportunities in the tax and accounting profession; that is, if the right strategy is adopted to match your level of commitment. In this session, we’ll discuss how technological advances have changed the payroll game, making it an easier and more profitable service to offer.

Session 15 1:20 - 3:00 pm
The Future Ready CPA – Are You Ready for the Challenge?

Greg LaFollette, CPA.CITP, CGMA, Strategic Advisor, CPA.com

While many offices and clients are already onboard with smart systems, there is a requirement for personal skills to get the whole team onboard. Smart systems are readily available. Reasonable costs and applications can be set up easily. What is required is your team’s acceptance and application. Learn some easy steps to bring your office and your clients onboard with available smart technology.


3 - 4 pm Exclusive Show viewing time in the exhibits. You don’t have to leave the 18th floor.
See, examine and compare accounting, business, finance and services at one time and one place in New York.

The show concludes at 4 pm, but there is time to attend the 4 pm session on M & A.

Session 16 4 - 4:50 pm (1 CPE credit)
Mergers & Acquisitions – When You Decide to Sell. Valuations, Financing, and Payout Options.

Max T. Krotman, J.D., Managing Partner, Globalforce International, Inc., Melville, NY
Justin M. Schafer, Regional Business Development Officer, Bank of America Practice Solutions

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.

Show concludes at 4 pm. CPE program concludes at 4:50 pm. Speakers and Program subject to change.

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