AICPA Conferences

AICPA conferences
AICPA Practitioners
Symposium
Celebrating 15 Years
and
AICPA TECH+
Information Technology Conference
Celebrating 30 Years
THE POWER OF 2... Register for one conference – get access to both!
JUNE 7-9, 2010 Bellagio, Las Vegas, NV

Pre-Conference Value-Added Workshops: Hotel Reservation Cut-Off Date:
Sunday, June 6th Wednesday, May 5th
SAVE $75
Register b
y5
!
Benefit from: /5/10
> Great keynote speakers: > Expanded networking

• Professional Issues Update: Bob Harris, opportunities
Chairman, AICPA
> Discounts for PCPS member
• Tech Update: Randy Johnston, Technology Guru
firms, IT section and CITP
• Exploiting Business Trends: Peter Sheahan, credential holders
Entrepreneur/Author
• Technology Futurist, Rick Richardson
www.cpa2biz.com/conferences
888.777.7077
AICPA Practitioners Symposium and TECH+ Conference
RECOMMENDED CPE CREDIT: 24.5 (main), 4 (pre-conference workshop) and 1.5 (complimentary roundtables)
Dear Valued Attendee,

For the first time ever, we’re offering two must-attend conferences together. Here’s why…
With the growing complexity of today’s accounting and auditing functions, accountants and auditors are depending more and more on advances
in technology to perform their jobs. That is why it is more important than ever for CPAs to understand how technology influences these functions
and vice versa. With that in mind, we are offering the AICPA Practitioners Symposium and the AICPA TECH+ Conference together,
and allowing attendees to attend sessions at both conferences.
Transforming Today’s Challenges into Tomorrow’s Opportunities
Bringing these two conferences together provides a one-stop learning experience for the practitioner, the firm administrator, and the consultant.
At the same time, each conference offers a complete learning experience for the attendee. The sessions for the Practitioners Symposium were selected
to give the practitioner a complete update on accounting, auditing, tax, and practice management topics. The sessions for TECH+ were selected to
give the technology practitioner, the consultant, and the IT professional a well-rounded view of what is important to know today and what is on
the horizon. With so many learning opportunities available, this is the perfect venue to have a colleague join you.
We urge you to review the Conference Agenda grid on pages 12-13 to see how these two conferences are being presented—and then map
out the learning experience for yourself, your staff and your colleagues. Remember, just one conference registration gives you access to all
of the sessions presented at these two great events.
We look forward to seeing you in June at the Bellagio in Las Vegas.
Sincerely,
James Metzler Mike Shost Peyton Burch

Vice President, Small Firm Interests, AICPA Practitioners Symposium Conference Chair TECH+ Conference Chair
AICPA PRACTITIONERS SYMPOSIUM – TRANSFORMING

TODAY’S CHALLENGES INTO TOMORROW’S
OPPORTUNITIES PRACTITIONERS
The Practitioners Symposium – Focusing on the fundamentals.
This conference focuses on what matters most to you, your firm, HOT TOPICS:
your clients and your staff.
During three intensive, session-filled days, this enhanced conference will
Negotiating with the IRS
cover a wide range of informative programming, value-added services Advising the Troubled Business
and networking; to help build or improve a CPA’s practice. This conference
offers comprehensive coverage in 4 tracks: 2009 CPA Firm Top Issues
• Accounting & Auditing
• Tax Fraud Detection
• MAP Issues Thriving in a Down Economy
• Trusted Business Advisor
More than 70 sessions, including interactive workshops, outstanding Deepening Your Client Relations to
panel discussions, and renowned speakers, will cover such areas as: Enhance Your Value
best practices in client retention, firm management, mergers, succession
planning, leadership, marketing, investment advisory services, technology
integration and outsourcing, mentoring and staff retention. WHO SHOULD ATTEND
Public practitioners, firm administrators, senior level partners,
But your options don’t end there! Take a look at the complete
sole practitioners, shareholders, emerging leaders, human
Conference-at-a-Glance grid to see all the sessions offered at both
resources directors, marketing directors, IT/technical staff,
conferences. Take advantage of the TECH+ sessions for detailed
and other senior and mid-level professionals. This event is
discussions on technologies relevant to your firm, plus critical solutions
the ideal firm retreat in 2010!
to help streamline business practices and increase your bottom line!
2
Register by 5/5/10 SAVE $75!
View the complete Conference Agenda grid on pages 12-13 to make the most of
your conference experience. Session descriptions follow on pages 4-21.
The Practitioners Symposium offers sessions in these tracks: TECH+ Conference sessions:
A&A – Accounting & Auditing TECH+
TAX – Tax
MAP – Management of an Accounting Practice Thought Leader/Vendor sessions:
ADV – Trusted Business Advisor Bonus
PASSIONATE SPEAKERS. IMPRESSIVE CREDENTIALS. NATIONAL NETWORKING.

Come on Sunday for informative workshops, PCPS and IT roundtables SOCIAL NETWORKING OPPORTUNITIES.
and a welcome reception! Day one gets off to a dynamic start when You’ll have an invaluable opportunity to connect with colleagues
renowned speakers Randy Johnston and Peter Sheahan take the floor. from around the country as well as nationally recognized practitioners.
Rounding out the conference on day three is Rick Richardson, in his Learn how they are addressing today’s challenges as you build your
30th year speaking at the TECH+ Conference! During this three-day personal network. Enjoy receptions, roundtable discussions, and
event, hear from, and have access to, more than 70 thought leaders. informal get-togethers while broadening your perspective. And now you
Settle in, and get ready to explore the exciting opportunities that lie can also enhance your social networking experience before, during,
ahead. And learn how to navigate your firm through the industry’s and after the conference via an expanded conference website, and
technological transformation. by following us on ®
and (use #pstech).
TM
Thank You to Our Sponsors!

Platinum Gold Thought Leadership
AICPA TECH+ CONFERENCE – TRANSFORMING TODAY’S

CHALLENGES INTO TOMORROW’S OPPORTUNITIES
TECH+ The TECH+ Conference – Strategizing for the future.
The most talented minds from CPA firms and businesses around the country
HOT TOPICS: will come together to exchange the latest ideas and strategize about technology.
Sessions will cover the most up-to-date information and education on new products,
solutions, practice management and leadership. If there was ever a time for you to
The Role of the IT Professional learn about the future of technology, where it’s all heading, and how to navigate
in a SaaS World your company through the current issues, this is the one conference to attend!
10 Ideas for Cutting IT Costs TECH+ provides the tools you need to stay current with today’s state of technology.
As always, it features a diverse array of sessions and solutions to fit your needs.
The Ultimate Mobile Warrior If you are a CPA or “techie” in:
Business Intelligence • Public Practice – Learn about key best practices for working remotely,
virtualization, SaaS and paperless offices. Improve your technical skills with
Paperless Offices sessions on the popular applications, Adobe Acrobat and Excel. And don’t
miss the latest on Windows 7 and Office 2010.
• Consulting – Build knowledge on security issues, achieving strategic
WHO SHOULD ATTEND advantages through process improvement, SaaS consulting models and
Managing partners, firm administrators, directors transforming your accounting services practices.
and other CPAs in public practice. CFOs, controllers, • Business and Industry – Look for deep-dive business intelligence sessions,
business reporting managers, and other CPAs in security essentials, social media marketing strategies, and key applications
business and industry. CIOs, IT staff, vendors, and such as Adobe and Excel. Plus, take part in vendor showcases and panels
consultants, or anyone with oversight of IT work. specific to B&I needs.
For more information CALL 888.777.7077 VISIT www.cpa2biz.com

3
Conference Agenda
Session titles are color coordinated to help you determine the appropriate session selections.
GUIDE TO BLACK - Sessions of interest to attendees of either Practitioners or TECH+
THE SESSIONS BLUE - Sessions geared to the Practitioner-focused attendee
OFFERED GREEN - Sessions geared to the Technology-focused attendee
A&A - ACCOUNTING & AUDITING TAX - TAX MAP - MANAGEMENT OF AN ACCOUNTING PRACTICE
TRACKS ADV - TRUSTED BUSINESS ADVISOR TECH - TECH+ BONUS - THOUGHT LEADER/VENDOR SESSIONS
A - ACCOUNTING A(G) ACCOUNTING (GOVERNMENTAL) AU - AUDITING BMO - BUSINESS MANAGEMENT & ORGANIZATION
FIELDS CS - COMPUTER SCIENCE M - MANAGEMENT MKT - MARKETING PD - PERSONAL DEVELOPMENT
OF STUDY SKA - SPECIALIZED KNOWLEDGE & APPLICATION T - TAX
PRE-CONFERENCE SUNDAY, JUNE 6 / VALUE-ADDED WORKSHOPS AND ROUNDTABLES

11:00 am - 6:15 pm Registration and Message Center Open
12:30 pm - 4:00 pm Value-Added Workshops (additional fee)
Select One 101 SOCIAL MEDIA STRATEGY AND IMPLEMENTATION MKT
Concurrent John Jantsch, Founder, Duct Tape Marketing, Kansas City, MO
Workshop Social media is not simply today’s trendy marketing ploy; it’s here to stay and has impacted every aspect of marketing and growing a business.
This session will guide participants through a step-by-step creation of a social media system. The program is built on these 5 pillars:
• Creating a Social Media Strategy
• Optimizing Brand Assets
• Blogging for Business
• Social Networking and Networks
• Managing the Beast
This practical program will be led by John Jantsch, a marketing and digital technology coach, award-winning social media publisher,
and author of Duct Tape Marketing.
102 IT CONSIDERATIONS IN RISK BASED AUDITING AU
Mark Mayberry, CPA.CITP, CISA, Partner, BDO USA, LLP, New York, NY
This session will describe requirements for IT considerations associated with the audit risk standards, SAS 104-111, along with methods and
approaches for planning, conducting and reporting IT risk assessments to fulfill these risk based standards, and improve the effectiveness and efficiency
of the financial audit process. While these standards now require auditors to have a more comprehensive understanding of an entity’s internal controls,
the documentation of the internal control procedures and policies is a good best practice for any company (public or private), as it outlines how
information flows through the financial reporting system and assigns responsibility for the steps within each cycle. It requires both the IT professional
and the financial auditor to understand the processes. This session will be of value to both the financial auditor and the IT professional.
103 TAX SEASON DEBRIEF T
Robert Fay, CPA, Owner, Robert F. Fay, CPA, Canton, OH
Tim Shortsleeve, CPA.CITP, Partner, Bonn, Shortsleeve & Ray, LLP, Rochester, NY
Mike Shost, CPA, Shost & Company, Dallas, TX
It is the end of the tax season. What do you need to do now to plan for an even more successful year ahead? What worked? What should
you do differently? How can you make your life easier? Learn alternative processes and hear about suggested systems to use to make
for a more efficient tax season in 2010/11. This is a great opportunity to learn from the best practices of other firms.
104 TRUSTED BUSINESS ADVISOR WORKSHOP SKA
William Pirolli, CPA, DiSanto, Priest and Co., Warwick, RI
Attend this workshop to get practical tools, techniques and skills for strategic client planning. Learn techniques for better meeting management,
asking open ended questions, and the process of quantifying opportunities into dollars for your clients. Through solution-driven live, interactive
sessions, video commentary and role-playing, you will learn how to translate the issues your clients are facing today into opportunities
for consulting revenue for your firm.
Don’t miss ... PCPS and IT Roundtables later this afternoon – followed by a Welcome Reception!
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4:15 pm - 6:15 pm Concurrent Roundtables (complimentary)

Select One 105 PCPS ROUNDTABLES SKA
Concurrent Jim Metzler, CPA.CITP, Vice President, Small Firm Interests, AICPA, Durham, NC
Session Donovan J. Miller, CPA, The Business Doctor, Sterling Heights, MI
Great networking opportunity! PCPS, the AICPA firm membership section that makes CPAs and their firms successful, welcomes you to this
dynamic, interactive workshop for small firm owners and sole practitioners. It’s the perfect opportunity to share insights about fundamental
issues concerning all small firms. Attend this complimentary session and develop your own network of firm colleagues who are ready to
offer priceless professional support and reliable advice.
• Billing practices, fee pressure & collection • Compensation
• Staffing issues • Firm efficiencies
• Cross-selling tools to use in tax season • Ownership transitions
106 IT ROUNDTABLES SKA
Hosted by the AICPA IT Executive and CITP Credential Committees
Join us to network with peers to discuss the top issues facing CPAs and information management professionals, and how these issues
will impact your organization. Participate in one of the roundtable discussions on topics such as:
• Data Integrity/Information Assurance • Fraud and Forensics
• Business Process Improvement/Workflow/Cloud Computing • Data Analysis/Performance Reporting...and more!
6:15 pm - 7:15 pm Welcome Reception
MAIN CONFERENCE MONDAY, JUNE 7 / DAY ONE

7:00 am - 8:00 am Continental Breakfast
8:00 am - 8:15 am Welcome and Introduction
Mike Shost, Conference Chair of Practitioners Symposium and Peyton Burch, Conference Chair of TECH+
8:15 am - 9:45 am Keynote Session
1 TECH UPDATE SKA
Randy Johnston, Executive VP, Network Management Group, Inc., K2 Enterprises, Hutchinson, KS
Randy has been an entrepreneur, technologist and teacher for most of his career. He has helped start and run many businesses, and currently owns part of both
Network Management Group, Inc. and K2 Enterprises. Randy is best known for his early and ongoing expertise in networks including LANs, WANs, intranets,
extranets and the Internet. He is particularly well known for his technology update, overview, accounting software, and paperless office expertise. He helps
businesses with strategic technology planning, accounting software selection, document management selection and planning, and business continuity planning.
This classic presentation will present the vision, strategy and practical technologies you should consider for your firm or business. Updates on the
requirements to run applications, pitfalls to avoid, and some really interesting new technologies will all be part of the mix. If it’s important that you
know something about computer hardware or software, you’ll hear of it during the presentation. This session alone is worth the trip to the conference.
• Learn about the latest hardware and software
• Understand the major trends in technology that affect accounting
• Gain insights into the direction you should take
9:45 am - 10:15 am Networking Break - Refreshments and Vendor Display
Throughout this brochure, read what last year’s attendees of the Practitioners
Symposium and TECH+ Conference had to say about their conference experiences.
What did you like best about the conference?
“ • Technology benchmarks, updates, future

• Employee review tips – management/leader tips
• Firm leadership development tips
• Bellagio experience ★★★★★
I like the idea of combining the TECH+ Conference portion with the Practice Management portion
(in 2010) since that fits closely in line with the responsibilities of a Firm Administrator like myself.
John Orbratil, Neece & Malec, Chardon, OH

Practitioners Symposium 2009 attendee
”
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Conference Agenda
2 FL!P: HOW TO FIND AND EXPLOIT OPPORTUNITIES IN AN UPSIDE-DOWN WORLD SKA
Peter Sheahan, Successful Entrepreneur and Best-Selling Author, Los Angeles, CA
Peter is a successful entrepreneur, best-selling author and world renowned speaker on exploiting business trends and new market opportunities. He is an
expert in Gen Y trends, and has established himself as a leading expert in workforce trends and generational change. In the past three years, Peter has built
a multimillion dollar consulting practice attracting clients such as News Corp., Google, Coca Cola, L’Oreal, and Ernst & Young. He believes that real money
gets made in the cracks and the opportunity for mind-blowing success is all around us.
Fl!p is your inspiring strategy for finding opportunities in a down market through courageous leadership, innovation and change.
Emphasizing the need for mindset flexibility, Fl!p will:
• Deliver dozens of examples and strategies for finding opportunity and making money in tough economic times
• Disclose the 4 key mindsets leaders need to adopt to future-proof their organizations
• Reveal the secret to engaging your team in uncertain times
During times of uncertainty the real money gets made in the cracks. The problem is we get conditioned by our experiences, blinded by our
business models and conned by the popular media into believing that success or failure is merely a product of the economic conditions.
This session will not only help you and your team develop the mindset required to find opportunity everywhere, it will mobilize you to exploit it.
11:55 am - 12:45 pm Concurrent Sessions.
Select One A&A 3 DOL/ERISA REGULATORY UPDATE A, AU
Concurrent Robert Lavenberg, Partner, BDO USA, LLP, New York, NY
Session Attendees of this session will learn:
• Current regulatory developments at the Department of Labor
• Details about the Department’s audit quality inspection programs and what distinguishes work that is considered to be “best practice”
• Which pitfalls most often plague benefit plan audits and result in rejection of Form 5500 filings
• About the Department’s new audit and reporting requirements for 403(b) plans
TAX 4 WEALTH TRANSFER TAX UPDATE T
John Round, J.D., L.L.M (Tax), Board Certified Estate Planning and Probate Law by the Board of Texas Board of Legal
Specialization and ACTEC Fellow, Strasburger & Price, LLP, Dallas, TX
The current political and economic climate indicates that major changes in the estate, gift and generation-skipping tax laws are on the horizon.
This, coupled with the fact that estimates predict more wealth than ever before will pass to younger generations, has many of our clients
making a concerted effort to minimize wealth transfer taxes. This session will focus on:
• Current legislative proposals and/or recent amendments to the wealth transfer tax laws
• Recent cases, rulings, and proposed and final regulations involving wealth transfer taxes, fiduciary income taxation and charitable transfers
• Retirement planning related to wealth transfer tax planning techniques
MAP 5 PLANNING FOR DISASTERS AND RECOVERY: A GUIDE TO PREPARING YOUR FIRM BEFORE DISASTER BMO
Eric Rigby, CPA/PFS/CFF, Principal, Rigby Financial Group, New Orleans, LA
This informative session will walk attendees through the steps necessary to minimize disruption, protect your firm, your clients, and your employees,
and recover more swiftly if disaster were to strike. Discussion will include:
• Insurance to have in place • Alternative sources of cash
• Computer systems - keeping data backed-up, secure, and accessible • Telecommuting options
• Plans for maintaining employee communication • Practice continuation agreements
ADV 6 ADVISING THE TROUBLED BUSINESS SKA
Katie Goodman, Managing Partner, Grisanti Galef & Goldress, Atlanta, GA
There were over 40,000 business bankruptcies in 2008 and 2009; there will be little improvement in 2010. While companies can blame
“the economy” for poor financial performance, it does not help corporate survival. Companies fail for common reasons. To survive the current crisis,
professionals can assist their clients by identifying “what went wrong” and implementing swift corrective actions. While there is no “silver bullet,”
there are several key practical steps that can pave the way to long term corporate viability.
TECH 7 ONE ON ONE WITH PETER SHEAHAN SKA
Peter Sheahan, Successful Entrepreneur and Best-Selling Author, Los Angeles, CA
This session will be a great opportunity to have an interactive discussion with the conference’s keynote speaker in a more intimate setting.
“ Great speakers – they were able to judge the experience

of the audience and adjust their presentations.
Michael T. Denton, Performance Bankers, Inc., Pierre, SD ”
TECH+ 2009 attendee
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11:55 am - 12:45 pm 8-10 VENDOR SHOWCASES

Select One Showcases are specifically designed for those who use, recommend or approve payment for technology whether in industry, consulting or public
Concurrent practice. These sessions highlight product advancements and innovations from leading developers of accounting-related technology. You’ll leave
Session with a solid understanding of new solutions that can improve your company’s and/or clients’ efficiency, productivity and profitability. This is an
(continued) excellent opportunity to meet and question the vendors, and network with peers using or considering these technologies.
TECH 8 SAAS SHOWCASE SKA
Greg Lafollette, CPA.CITP, Lafollette Consulting, Sioux Falls, SD
TECH 9 ACCOUNTING SOFTWARE AND CONSULTING SHOWCASE SKA
Peyton Burch, CPA , Director – Partner Programs, Deltek, Houston, TX
TECH 10 BUSINESS AND INDUSTRY SHOWCASE SKA
Ron Box, CPA.CITP, CFF, CISSP, Chief Financial Officer, Joe Money Machine Co., Birmingham, AL
Chaim Yudkowsky, Chief Information Officer, American Israel Public Affairs Committee, Washington, DC
BONUS B1 MAKING WORK FLOW FASTER: DOCUMENT AND WORKFLOW MANAGEMENT REDEFINED SKA
Presented by a Thomson Reuters Tax and Accounting Professional
Is your firm benefiting from paperless workflow? New developments in document management and firm-wide workflow are giving tech-savvy firms the
power to access documents 24/7 from anywhere, increase workflow efficiency and staff utilization, take client service to new levels, and mitigate security
and compliance risks. This course will help you determine which technologies hold the most promise for your firm, and offer insight on how easily it
can do more.
12:45 pm - 1:30 pm Lunch
1:30 pm - 2:20 pm Luncheon Speaker
L1 “YOU” ARE THE VALUE! SKA
Leo Pusateri, President, Pusateri Consulting and Training, Williamsville, NY
Passionate, inspirational and motivating are words many would use to describe Leo Pusateri. He is the premier coach in the financial services industry,
helping organizations and individuals discover, articulate and capitalize on their value. Leo’s thirty-year background includes leading the sales and marketing
efforts of a nationally recognized investment advisory firm and years working as a sales consultant helping Fortune 500 companies with their sales
productivity issues. His acclaimed book, Mirror Mirror on the Wall Am I the Most Valued of Them All? published in 2002, describes in detail his
unique and powerful Value Ladder™ process.
You need to know your value before you can sell your value. CPAs and professionals cannot expect clients to understand their value unless they can
articulate all they have to offer and what sets them apart from others. Many of the most successful CPAs or CPA teams still “wing it” with clients and
prospects. Leo Pusateri will present the seven Value Ladder™ questions all CPAs need to answer with confidence, passion and speed to win business
in a competitive marketplace. Known as the Value Ladder™, the seven questions—Who are you? What do you do? Why do you do what you do?
How do you do what you do? Who have you done it for? What makes you different? Why should I do business with you?—challenge participants
to define their background, unique value proposition, business beliefs, processes, client success stories, core values and their real value answers.
Participants walk away with a simple mental framework to differentiate their company, solutions and, most important, themselves, in any formal or
informal meeting with clients and prospects. The ultimate goal is to achieve value moments of truth with existing clients or new business opportunities.
2:30 pm - 3:45 pm Concurrent Sessions
Select One A&A 11 GASB UPDATE A(G)
Concurrent David Bean, CPA, GASB, Norwalk, CT
Session Implementation issues associated with the GASB’s pollution remediation obligations, intangible assets, and fund balance reporting standards will be
the primary focus of this session. In addition, this update will also provide insights into the Board’s forthcoming proposals on pension accounting
and financial reporting, and the financial reporting entity.
TAX 12 COMMUNICATIONS WITH IRS AND IRS COLLECTIONS T
William Roberts, J.D., The Roberts Law Firm, Dallas, TX
The strategy and tactics for dealing with IRS collections are unique. They hold the power and your client owes the money. This takes a special set
of communication skills. This session will focus on the “hows” and “whys” of dealing with IRS collections.
MAP 13 LINKING PARTNER ACCOUNTABILITY AND COMPENSATION STRUCTURE BMO
Timothy Michel, CPA, Principal, Michel Consulting Group LLC, New Philadelphia, OH
The duties of a CPA firm owner are many and varied. To be effective, an owner must focus his/her efforts on doing the things that increase firm value.
Too often, the owner compensation plan actually works against achieving firm objectives. The firm’s compensation program should drive owner’s
activities that are consistent with firm objectives and reward them for the value they bring to the firm. This session will focus on:
• Identifying valued owner activities • Encouraging owners to play to their strengths
• Compensation plan attributes that bring unwanted results • Using the compensation plan to achieve firm objectives
• Recognizing that not all owners provide equal value

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Conference Agenda
2:30 pm - 3:45 pm 14 DEEPENING YOUR CLIENT RELATIONS TO ENHANCE YOUR VALUE M
Select One ADV Jennifer Wilson, Co-Founder and Partner, ConvergenceCoaching, LLC, Bellevue, NE
Concurrent With the recent economic uncertainty, the threat to client retention has been palpable. And most of us would say that we’re developing client
Session relationships that last a lifetime. Yet few of us have made the time to truly deepen our client relationships and ensure that we’re delivering
(continued) superior value and exceptional service. Attend this session to explore a number of ideas to engage your clients more than ever before, including:
• Building and maintaining real rapport and trust
• Understanding your client’s business issues and challenges
• Processes and communications to stay in front of your clients
• Thinking broadly about your clients and seeing beyond their needs today
Walk away with ideas and techniques to make a deeper difference for your clients, and find more meaning in your work, too!
TECH 15 ULTIMATE MOBILE WARRIOR SKA
Robert (Dr. Bob) Spencer, CCP, CDP, CNE, MCP, MSA, Ph.D., Twenty Seconds in the Future & K2 Enterprises, Gulf Breeze, FL
When Dr. Bob began using mobile technology it was the Kaypro portable and a cell phone the size of a brick. 300 baud telephone modems anyone?
Thirty years later the transition has been nothing short of magical, and Bob will review all of the tools and techniques that are part of being
the modern-day mobile technology user. Anywhere, anytime data storage, Smartphones that tether for Internet access, small portable WLAN devices
and much more. This will be a fun session that will demonstrate and explain the latest technology and how to implement it in your business.
TECH 16 CALCULATING TCO IN A SAAS WORLD – IS IT REALLY CHEAPER? SKA
Geni Whitehouse, Founder, Even A Nerd Can Be Heard, Pleasanton, CA
Let’s talk dollars and cents. We’ve all heard the hype about cloud computing—but there are plenty of unanswered questions. Questions like:
What’s the real story when you are trying to compare the costs of Software as a Service (SaaS) with more traditional deployment options? Are there
realized benefits if you continue to operate with one foot in the world of “on premise” applications and the other in the land of SaaS? What does it
cost me from a speed perspective if I do everything via the cloud? And what about other issues, like AirCards, high speed Internet connections,
and security—how much is that going to add to my cost?
In this session, you’ll get answers to these questions and more, plus walk away with nuts and bolts information you can use to compute the
Total Cost of Owning (TCO) or Total Cost of Not Owning (TCNO) a SaaS solution.
TECH 17 CHALLENGES AND ISSUES WITH A TECHNOLOGY CONSULTING PRACTICE BMO
Peyton Burch, CPA, Director – Partner Programs, Deltek, Houston, TX
Taylor Macdonald, CPA, Vice President, Worldwide Channels, Infor, Atlanta, GA
Jim Metzler, CPA.CITP, Vice President, Small Firm Interests, AICPA, Durham, NC
An IT and ERP consulting practice unit can be a lucrative and strategic part of any CPA firm. However, building and maintaining a successful
consulting practice unit presents many business and cultural challenges for a CPA firm. During this session, three industry leaders will address
strategies for achieving partner alignment and support, bridging cultural differences between traditional practice units and the consulting firm,
creating a sales and marketing culture for cross selling and new engagements, and hiring and maintaining top consulting talent. Learn why
some firms fail, and some succeed, in building a consulting arm that differentiates their organization.
TECH 18 SECURITY ESSENTIALS FOR BUSINESS PROFESSIONALS SKA
Eric McMillen, CISSP, CISM, CISA, GCIH, The McMillen Group, LLC, Plano, TX
This session is designed for accounting and business professionals who need to get up to speed quickly on information security issues and
terminology. The goal is to enable these professionals to understand the critical security issues impacting their organizations and to speak
the same language as their security and network administrators. It will present a summary of important information on security topics
to ensure that partners/owners/managers can make informed choices and decisions that will improve their organization’s security.
BONUS B2 COMPLIANCE SIMPLIFIED: USING PPC’s SMART PRACTICE AIDS – INTERNAL CONTROL TO DRIVE COMPLIANCE
AND EFFICIENCY BMO
This course will offer tips on how to build a more efficient, compliant firm by using PPC’s Smart Practice Aids Internal Control. It covers entity level,
general IT, and activity level controls; when to test controls; methods and best practices; auditor responsibility related to internal controls; and how
to more easily comply with technical standards. You’ll also gain a better understanding of internal control and learn how to integrate use of PPC’s
Internal Control Analyzer.
3:45 pm - 4:15 pm Networking Break – Refreshments and Vendor Display
Select One A&A 19 NEWS FROM THE AUDITING STANDARDS BOARD AU
Concurrent Chuck Landes, CPA, MBA, Vice President Professional Standards Group, AICPA, Washington, DC
Session Although the issuance of new auditing standards has slowed down, the profession hasn’t. This session will discuss the initiatives and projects
being undertaken to improve the quality of audits and financial reporting, and how they impact local CPA firms and their clients:
• The Clarity Project and how it will affect standards in the future • The ASB’s response to the Single Audit Report
• The continuing saga of internal control over financial reporting
• Other new and proposed auditing standards as well as other initiatives designed to improve the quality of auditing
8
4:15 pm - 5:50 pm 20 MANAGING CLIENT DATA: SECURITY, CONFIDENTIALITY AND PRIVILEGE T

Select One TAX Ed Karl, CPA, Director of Taxation, AICPA, Washington, DC
Concurrent Roman H. Kepczyk, CPA.CITP, President, InfoTech Partners North America, Inc., Phoenix, AZ
Session Do you know your responsibilities and requirements for securely managing client data? Practitioners must adhere to FTC Red Flags Rules,
(continued) Gramm-Leach-Bliley’s Safeguards Rules, Circular 230, IRS Revenue Code Sections 6713, 7216 and 7525, and a slew of state and whistle-blowing
rules. But what do these rules actually require? We’ve teamed up a tax expert with a tech expert to provide you with an understanding of the technical
requirements, both from a statutory or regulatory perspective and the information technology perspective. Ed will share the latest on how these rules
impact the way CPAs service clients and discuss the AICPA’s interpretations and available resources. Roman will cover the technical aspects of securing
client information and transferring data to/from clients. Walk away with a practical understanding of how your firm should manage client data.
MAP 21 AICPA TOWN HALL SKA
Jim Metzler, CPA, Vice President, Small Firm Interests, AICPA, Durham, NC
Attend this facilitated session to discuss viewpoints on practice issues. Topics include:
• Regulatory issues • Emerging trends • New business opportunities
• Present and future AICPA initiatives • Future of the profession • Implications of the new economy…and more
ADV 22 BEAR HUG ACTION PLAN SKA
Angie Grissom, Vice President, Director of Consulting, The Rainmaker Consulting Group, Nashville, TN
Troy Waugh, CEO and Founder, Five Star 3, Nashville, TN
The value of your existing clients has never been higher. There is an old saying that goes, “A bird in the hand is worth two in the bush.” Firms should
always remind themselves of how valuable clients are. When firms think about growing their businesses, they should always think about growing it
through their client base. Good business development starts there. Your existing clients can be your best and most accessible source of new revenue,
and your best source for referrals. This session will introduce a systematic approach to strengthening and deepening the client relationship by meeting
with clients and providing ways to enhance their business…and yours!
ADV 23 HOW TO TRANSFORM YOUR CLIENT ACCOUNTING SERVICES PRACTICE THROUGH CLOUD COMPUTING SKA, BMO (repeated in #51)
Erik Asgeirsson, President and CEO, CPA2Biz, New York, NY
This session will highlight how progressive firms are transforming their client accounting services area, from basic transactional services like A/P and A/R
to more profitable outsourced CFO services. Learn how web-based accounting applications can enhance productivity, increase collaboration, reduce
costs and generate a profitable return on investment for your firm and your clients. Discuss the latest accounting firm best practices to strategically price,
package, and position cloud solutions to your clients. Learn how to maintain a competitive edge by leveraging cloud-based technology and innovative
marketing strategies to provide higher margin, value-added services to clients. Session highlights:
• Profiles and lessons learned from six CPA firms (small to large) who are leading the way in transforming this area of their practice
• Learn about the flexible new on-demand bill management (Bill.com), full-service financial management (Intacct) and paperless tax workflow
(Copanion) solutions
• How to create non-traditional work environments that take advantage of remote or part-time resources and reduce travel time/costs
• Improve data security, increase transparency, reduce risks and IT costs
• Maximize your value as a Trusted Business Advisor and gain a true competitive advantage; strengthen client relationships by improving client’s
business processes, cash flow, and profitability
TECH 24 TEN ANSWERS EVERY NON-TECHNICAL EXECUTIVE MANAGER MUST DEMAND SKA
Ron Box, CPA.CITP, CFF, CISSP, Chief Financial Officer, Joe Money Machine Co., Birmingham, AL
Joel Lanz, CPA.CITP, CFF, CISA, CFE, Principal, Joel Lanz, CPA, P.C., Jericho, NY
Similar to a shareholder asking questions of executive management, the CFO should hold the IT function accountable for delivering the requisite
services at the agreed-upon price or budget. The presentation will discuss how CFOs can challenge technology employees to think like entrepreneurs
in order to provide greater value to the company. Questions (and target answers) to be addressed will include:
• To what extent have financial management practices been implemented by IT?
• Does the service mix and sourcing of services reflect the business objectives?
• Is the IT function appropriately placed within the organization?
• Are critical applications effectively implemented in the business units?
• Are the relevant strengths, weaknesses, opportunities and threats (SWOT) understood by executive management and the IT function?
TECH 25 TOP 10 IDEAS FOR CUTTING IT COSTS BMO
L. Gary Boomer, CPA.CITP, Boomer Consulting, Inc., Manhattan, KS
This session will focus on how to maximize the return on your IT investment including dealing with myths, old paradigms and obsolescence.
The economy today does not allow for inefficient processes and people who attempt to work outside the system. Learn what the best firms
are doing to build systems around their processes, and how a change in attitude may improve performance and results.
10. Pricing 5. A Digital Platform
9. Training 4. Unique Ability Team
8. Sourcing 3. Leadership - Management - Accountability
7. Focus on the Big Rocks 2. Peer Metrics - Know You Numbers!
6. Processes & Workflow 1. Risk Management - Tolerance

9
Conference Agenda
4:15 pm - 5:50 pm 26 SECURITY UPDATE 2010 SKA
Select One TECH David Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CA
Concurrent IT security threats are constantly evolving, so an organization’s response must also evolve to stay ahead of the game. This session explores
Session current security threats, and discusses how the latest products and technologies can be applied to practically and effectively help combat these
(continued) threats. Topics include: phishing scams; social media concerns; keeping client data secure in the cloud; secure file exchange; latest anti-virus
products and security suites; data encryption; data backups; and optimizing Windows 7 security.
TECH 27 SOCIAL MEDIA MARKETING STRATEGIES M
John Jantsch, Founder, Duct Tape Marketing, Kansas City, MO
In this session participants will be shown the considerations required to develop an integrated social media strategy. While marketing fundamentals
have remained the same, the need to adapt marketing strategies to take full advantage of the increasingly popular social media platform is essential.
6:00 pm - 7:15 pm Opening Reception Sponsored by and
MAIN CONFERENCE TUESDAY, JUNE 8 / DAY TWO

6:30 am - 8:00 am Continental Breakfast and Vendor Display
7:00 am - 7:50 am Early Riser Sessions
Select One A&A 200 SAS 70 COMPLIANCE A, AU
Concurrent Steven Ursillo Jr., CPA.CITP, CIA, CFE, CISA, CISM, CISS, Sparrow, Johnson & Ursillo, West Warwick, RI
Session The expanded use of third party service providers by many organizations has left auditors and risk managers struggling to assert vendor management,
legislative and regulatory requirements from internal control procedures outside the ownership of their organization. As a result, the demand for SAS 70
compliance continues to gain momentum as these organizations are tasked with gaining assurance on the relevant internal controls and controls around
financial reporting necessary to assist in managing third party service provider risk. This session will provide practitioners with information relevant to
understanding SAS 70 compliance, and will include SAS 70 usage, reporting, common areas of coverage, and comparisons with other types
of attestations. The information will be relevant for members in the third party service provider industry, practitioners with third party service
provider clientele, as well as the user organizations and user auditors they serve.
TAX 201 TAX PROFESSIONAL STANDARDS – MAKING THEM WORK FOR YOU T
Ed Karl, CPA, Director of Taxation, AICPA, Washington, DC
The session will review tax ethical developments with regard to Circular 230, section 6694 (including implementing notices and regulations),
and AICPA’s Statements on Standards for Tax Services (SSTSs). Key areas to be covered include the recent SSTS exposure draft that became
effective 1/1/10; disclosure of positions on tax returns; scope of work and responsibility to make reasonable inquiry (due diligence); use of
estimates; discovery of an error; providing oral and written tax advice; and definition of “preparer.” The presentation will use practical
examples to make the session more interactive.
MAP 202 2009 CPA FIRM TOP ISSUES: SOLUTIONS FOR FIRM OWNERS TOP MAP CONCERNS SKA
Heidi Brundage, CPA, SPHR, Technical Manager, AICPA, Durham, NC
Bill Pirolli, CPA, Partner, Disanto, Priest & Co., Warwick, RI
Do you know what keeps your competitors up at night? The 2009 PCPS CPA Firm Top Issues Survey found a shift in CPA firm owners’ concerns
from prior studies because today’s economic environment has forced firms to think about client retention first and foremost. Marketing and
keeping up standards were among other top issues. Join us for an in-depth session covering:
• Review of 2009 Survey top issues by firm size
• An analysis of trends between years and firm size
• Available resources that help to address each issue
TECH 203 CLIENT PORTALS SKA
Jim Bourke, CPA.CITP, CFF, Partner, WithumSmith+Brown, Red Bank, NJ
There are many solutions available for CPAs to electronically share confidential information and private data with clients. With the increased move
toward cloud computing and greater demand from clients to have information available anywhere/anytime, client portals are rapidly becoming
the solution of choice in our industry. Today’s portal solutions offer a secure and reliable way to deliver the information your clients want,
when they want it. A good portal solution will also help the practitioner to comply with federal and state rules and regulations that surround
client information, confidentiality and privacy. Jim will discuss some of the client portal solutions available in the marketplace today.
TECH 204 A TECHNICAL AND PICTORIAL TOUR OF A WORLD CLASS DATA CENTER SKA
Michael Bodner, Ph.D., Chief Information Officer, Infomedia Ltd., Plymouth, MI
So you think that you have a state of the art data room in your office? Walk through a real commercial data center and see what the state of this art
really is. This session will guide you through a typical hosting installation, showing the physical structures, infrastructures, staffing, backup processes,
and all of the little touches that are behind the reasoning that is driving more and more businesses to the conclusion that hosting in the cloud is the
only logical (and economical) way to compute in the current business climate.
10
7:00 am - 7:50 am B3 PROCESS PERFECTION: GOING WITH THE DIGITAL FLOW SKA
Select One BONUS Brian Steinert, Director of Software Product Management - Specialty Products, CCH, a Wolters Kluwer Business, Wichita, KS
Concurrent This session will focus on increasing profitability and realization by leveraging technology. The session will examine a full paperless tax workflow, from
Session front-end scanning through delivery via e-file and portal. Add to that new developments in document management and firm-wide workflow which give
(continued) tech-savvy firms the power to access documents 24/7 from anywhere, increasing throughput and staff utilization. Why print static reports when you
can provide real-time information via user-customized dashboards?
28 PROFESSIONAL ISSUES UPDATE SKA
Robert R. Harris, CPA, Chairman, AICPA, and Managing Director, Harris, Cotherman, Jones, Price & Associates, CPAs-Chartered,
Vero Beach, FL
Bob Harris (Chairman of AICPA 2009-2010) has served the AICPA in many capacities. He is a former member of the Board of Directors of the
AICPA and has been a member of the governing Council for 15 years. From 2003-2008, he was chairman of the AICPA’s National Accreditation Commission,
which oversees the Institute’s four specialized credentials. He chaired the 150-Hour Task Force in 1999–2001 and has served on the PCPS Executive
Committee, Work/Life and Women’s Initiatives Executive Committee, Quality Review Executive Committee, Life and Disability Executive Committee, State
Legislation Committee and Finance Committee. He is managing director of Harris, Cotherman, Jones, Price & Associates, CPAs-Chartered, in Vero Beach, FL.
In his role as a consulting and testifying expert, he speaks to attorneys and CPAs throughout the country on professional standards and malpractice issues.
He was president of the Florida Institute of CPAs from 1990–1991 and a member of the Board of Governors from 1985–2001.
Today the CPA profession has as important a role in the market as ever. Hear directly from the AICPA Chairman about AICPA initiatives and efforts, including:
• State of the Economy • Regulatory and Legislative Landscape
• Tax Law Changes and Updates • International Financial Reporting Standards
• Globalization of the Profession • Accounting for Sustainability
• Private Company Financial Reporting • Technical Excellence
• Technology & Social Media • Growing Our Pipeline
9:00 am - 10:15 am Concurrent Sessions
Select One A&A 29 FRAUD DETECTION A, AU
Concurrent John Hall, CPA, Hall Consulting, Inc., Vail, CO
Session Accounting and assurance professionals have limited responsibility for detection of dishonesty and fraud. Yet history has consistently shown
that we are often in the best position to discover these incidents. Our daily objectivity directs us toward reviewing transaction details with a
skeptical eye. As a result, practitioners find hidden issues—including fraud! Topics covered in this session include:
• Three step approach to fraud detection • Common fraud schemes
• Fraud indicators • Red flags and symptoms
MAP 30 I TRUST YOU (SORT OF) – DO YOU TRUST ME? SKA
Jennifer Wilson, Co-Founder and Partner, ConvergenceCoaching, LLC, Bellevue, NE
Trust is as powerful an element of success as any other. It is one of the most important characteristics of an inspired, unified, and difference-making
team. And yet, workplace surveys (and our experience) show that employees do not trust their employers, co-workers do not trust their peers, and
owners do not trust their partners. Wow! Attend this session to explore the cornerstones of trust in your relationships with others, focusing on those
with staff, peers, partners, and clients. Together, we’ll learn how to trust more, and how to earn and maintain the trust of others. We’ll discuss:
• How trust is earned and maintained • Trust-building behaviors including integrity, accountability and straight talk
• What to do when trust erodes or is broken • The fundamentals of forgiveness
People who trust you will engage meaningfully with you, they’ll work tirelessly for you, they’ll support you, and they’ll speak highly of you, too.
Leave this session with insights and actions you can take to enhance the trust in your relationships.
TECH 31 DISCUSSION WITH RON GRIFFIN SKA
Ron Griffin, Senior Vice President, Technology Solutions Group IT, HP, Hewlett-Packard Development Company, L.P., Atlanta, GA
Description to come – please check website for additional details.
Concurrent Session descriptions continue on page 14
“ I have been exposed to many different skills on running

a practice. New technology updates are great, while
also getting a sense of where the profession is heading.
Michael Grandmaison, Grandmaison & Tripoli LLP, Danvers, MA
Practitioners Symposium 2009 attendee
”
11
PRE-CONFERENCE / SUNDAY, JUNE 6
Value Added Workshops 101 Social Media Strategy 102 IT Considerations in 103 Tax Season Debrief 104 Trusted Business Roundtables 105 PCPS Roundtables 106 IT Roundtables Welcome Reception
12:30 pm – 4:00 pm and Implementation Risk Based Auditing Advisor Workshop 4:15 pm – 6:15 pm 6:15 pm - 7:15 pm
AICPA Practitioners Symposium AICPA Tech+ Information Technology Conference Thought Leader/Vendor Sessions
A&A - Accounting & Auditing TAX - Tax MAP - Management of an ADV - Trusted Business Advisor TECH BONUS
TRACKS Accounting Practice
MAIN CONFERENCE / MONDAY, JUNE 7 / DAY ONE

7:00 am - 5:50 pm Registration and Message Center Open Continental Breakfast and Vendor Display (7:00 am - 8:00 am)
8:15 am - 9:45 am 1 KEYNOTE SESSION: TECH UPDATE WITH RANDY JOHNSTON
10:15 am - 11:45 am 2 KEYNOTE SESSION: FL!P: HOW TO FIND AND EXPLOIT OPPORTUNITIES IN AN UPSIDE-DOWN WORLD WITH PETER SHEAHAN
11:55 am - 12:45 pm 3 DOL/ERISA Regulatory Update 4 Wealth Transfer Tax Update 5 Planning for Disasters and 6 Advising the Troubled Business 7 One on One with Peter Sheahan 8 SaaS Showcase 9 Accounting Software & 10 Business & Industry B1 Making Work Flow Faster:
Select
One
Recovery: A Guide to Preparing Consulting Showcase Showcase Document and Workflow

Your Firm Before Disaster Management Redefined
12:45 pm - 2:20 pm LUNCH/LUNCHEON SPEAKER: “YOU” ARE THE VALUE! WITH LEO PUSATERI (PRESENTATION: 1:30 PM - 2:20 PM)
2:30 pm - 3:45 pm 11 GASB Update 12 Communications with IRS 13 Linking Partner Accountability 14 Deepening Your Client 15 Ultimate Mobile Warrior 16 Calculating TCO in a SaaS 17 Challenges and Issues with 18 Security Essentials for B2 Compliance Simplified:
Select
and IRS Collections and Compensation Structure Relations to Enhance World - Is it REALLY Cheaper? a Technology Consulting Business Professionals Using PPC’s SMART Practice
One
Your Value Practice Aids- Internal Control to Drive

Compliance and Efficiency
4:15 pm - 5:50 pm 19 News from the Auditing 20 Managing Client Data: Security, 21 AICPA Town Hall 22 Bear Hug Action Plan 23 How to Transform Your Client 24 Ten Answers Every 25 Top 10 Ideas for Cutting 26 Security Update 2010 27 Social Media
Select
One
Standards Board Confidentiality and Privilege Accounting Services Practice Non-Technical Executive IT Costs Marketing Strategies
Through Cloud Computing Manager Must Demand
6:00 pm - 7:15 pm OPENING RECEPTION SPONSORED BY PAYCHEX AND CCH
MAIN CONFERENCE / TUESDAY, JUNE 8 / DAY TWO

7:00 am - 7:50 am 200 SAS 70 Compliance 201 Tax Professional Standards - 202 2009 CPA Firm Top Issues: Solutions for 203 Client Portals 204 A Technical and Pictorial Tour of a B3 Process Perfection: Going With The Digital Flow
Select
One
Early Riser Sessions Making Them Work for You Firm Owners Top MAP Concerns World Class Data Center
8:00 am - 8:50 am 28 KEYNOTE
Change BreakSESSION: PROFESSIONAL ISSUES UPDATE WITH BOB HARRIS
9:00 am - 10:15 am Select 29 Fraud Detection 30 I Trust You (Sort Of) - Do You Trust Me? 31 Discussion wth Ron Griffin
One
10:45 am - 12:25 pm 32 IFRS for SMEs 33 Maximizing Social 34 How to Turn On Your 35 Client Retention Starts with 36 Windows 7 & Office 2010: 37 Forensics and Fraud 38 Building a Case for 39 Myths & Mysteries: What You B4 Effective Retirement Strategies
Select
One
Security Benefits Sales Engine! Five Star Client Service Why It Is a Must-Have Detection Utilizing CAATTs Business Intelligence Need to Know BEFORE You and the AICPA Firm-Based
Begin Using Cloud Computing Member Retirement Program
12:25 pm - 1:50 pm LUNCH/LUNCHEON SPEAKER: INSPECTOR GADGET AKA DAVID CIESLAK (PRESENTATION: 1:00 PM - 1:50 PM)
2:00 pm - 3:15 pm 40 FASB/IASB Update 41 Individual Federal Income 42 Firm Culture in a Down Economy 43 Virtualization Best Practices 44 Gaining Audit Efficiency and 45 SaaS Consulting Update - 46 Architecting a Business B5 Making Risk Assessment
Select
Tax Update Insight Through Risk Metrics Contrasting the Business Model Intelligence Project Easier with PPC’s SMART
One
& Data Analytics for a SaaS Consulting Practice vs. Practice Aids
Traditional Reseller Practice
3:45 pm - 5:00 pm 47 Yellow Book and 48 Business Income 49 Practice Continuation 50 Thriving in a Down Economy - 51 How to Transform Your Client 52 Adobe Ins and Outs for the 53 Great Web Apps 54 Achieving Strategic Advantage
Select
Single Audit Update Tax Update Agreements: A Survival Kit The Importance of the 3Ms: Accounting Services Practice Practicing CPA Through Process Improvement:
One
for Your Practice Managing, Mentoring Through Cloud Computing Avoiding Implementation Pitfalls
and Marketing
5:10 pm - 6:00 pm 55 Internal Control 56 Tax Experts Panel 57 Strategic Planning for a CPA 58 Client Advisory Boards – An 59 Why Join the Family 60 Panel: CPA Firms 61 Panel: Consulting 62 Panel: Business & Industry B6 Marketing Your Practice
Select
One
Documentation Firm - Under $5M Easy System to Recruit and as a Tech-Savvy Firm
Retain Great Clients
6:00 pm - 9:00 pm NETWORKING RECEPTION (6:00 pm - 7:00 pm) EVENING RECEPTION SPONSORED BY PCPS AND CITP – Invitation Only (7:00 pm - 9:00 pm)
MAIN CONFERENCE / WEDNESDAY, JUNE 9 / DAY THREE

Select
7:00 am - 7:50 am 205 Peer Review Update: The Reviewed Firm’s Perspective 206 Work/Life Balance - It’s All About Flexibility 207 Making the Most of Your Paperless Tax Practice B7 Raising the Bar on Audit Efficiency, Compliance and Accuracy Using
One
Early Riser Sessions CCH’s Knowledge Coach and Knowledge Tools

8:00 am - 9:15 am 63 SSARS Update 64 Retaining Your Top Talent: 65 Marketing in 2010: What You 66 The Next Generation 67 Advanced Excel Tips & Tricks 68 The Role of the IT Professional 69 Maximizing the Value of Your B8 Effective Retirement Strategies
Select
One
Maintain the Desired Return Need to Know Accounting Firm for Accountants in a SaaS World Paperless System and the AICPA Firm-Based
of Your Investment Member Retirement Program
9:45 am - 10:35 am 70 KEYNOTE SESSION: A VIEW FROM THE FUTURE: WHAT’S AHEAD FOR THE ACCOUNTING PROFESSION WITH EDIE WEINER
10:45 am - 12:25 pm 71 KEYNOTE SESSION: TECHNOLOGY FUTURES – 2010 WITH RICK RICHARDSON
12:25 pm Conference Adjourns
12 13
Conference Agenda
10:15 am - 10:45 am Networking Break – Refreshments and Vendor Display
10:45 am - 12:25 pm Concurrent Sessions
Select One A&A 32 IFRS FOR SMEs A
Concurrent Robert Durak, CPA, Senior Technical Advisor, Accounting Standards, AICPA, New York, NY
Session This session will cover:
• The SEC roadmap to IFRS adoption • The basics of the IASB, including its structure and operations
• Philosophical differences between IFRS and U.S. GAAP • IFRS adoption trends
• Key FASB/IASB convergence projects • IFRS for small and medium sized entities
• What companies and firms should be doing
TAX 33 MAXIMIZING SOCIAL SECURITY BENEFITS T
Theodore J. Sarenski, CPA/PFS, CFP, Blue Ocean Strategic Capital, LLC, Syracuse, NY
Learn how to advise your clients about the best way to maximize social security for their retirement. Learn how to help your clients
plan for social security. See real life examples of how to effectively maximize social security for your clients.
MAP 34 HOW TO TURN ON YOUR SALES ENGINE! M
Charles Hylan, CPA, Shareholder, The Growth Partnership, St. Louis, MO
2009 marked the end of several years of growth for the accounting industry. During these years, firms all over the country grew despite
the lack of formal systems or training. The current economic environment is forcing accounting firms to be more organized about their business
development efforts and challenging leaders to develop marketing and sales skills in their people. What is your firm doing? Come to this session
and learn best practices for developing and enhancing the business development culture within your firm.
ADV 35 CLIENT RETENTION STARTS WITH FIVE STAR CLIENT SERVICE SKA
Troy Waugh, CEO and Founder, Five Star 3, Nashville, TN
Angie Grissom, Vice President, Director of Consulting, The Rainmaker Consulting Group, Nashville, TN
The foundation for a successful accounting practice is providing outstanding service. In fact, the service you provide, and the experience your
clients have, is essential to your firm’s brand. This session will explore the relationship between your brand—what your clients actually experience—
and the manner in which your internal team delivers client service. Developing the team is crucial to branding your brand. A strong team that
consistently delivers outstanding service equates to a strong brand and a strong firm.
TECH 36 WINDOWS 7 AND OFFICE 2010: WHY IT IS A MUST-HAVE SKA
Randy Johnston, Executive Vice President, Network Management Group, Inc., K2 Enterprises, Hutchinson, KS
The latest mainstay applications from Microsoft are Windows 7 and Office 2010; this session will show you why your organization needs
to get to these next generation platforms. Understand the features that are most relevant to accountants and see how these products
can improve productivity, provide great security.
• Learn how to prepare your organization to learn and use these tools effectively
• Understand the acquisition strategies
• Learn the key features that justify the transition
TECH 37 FORENSICS AND FRAUD DETECTION UTILIZING CAATTs AU
Mark Mayberry, CPA.CITP, CISA, Partner, BDO USA, LLP, New York, NY
This session includes discussion of the application of Computer Assisted Auditing Tools and Techniques (CAATTs) to detect evidence of fraud
and financial statement manipulation. Using actual CAATT applications, the presenter will demonstrate powerful techniques that can reduce
reliance on sampling, greatly increasing audit effectiveness and efficiency while minimizing audit risk.
TECH 38 BUILDING A CASE FOR BUSINESS INTELLIGENCE BMO
Rob Fisher, CPA.CITP, Assistant Vice President, Kansas City Life Insurance, Kansas City, MO
Business Intelligence (BI) provides organizations of all sizes with an opportunity to gain a competitive advantage by turning data into an actionable
information asset. However, many organizations struggle to quantify the value of BI. As a result, BI projects are either never started or started
without the proper commitment of resources.
This session is designed for those considering or just beginning a BI initiative, or consultants and others who provide advisory services related to BI.
It will provide a structured way to build a value proposition to garner executive level support, and will focus on ways to identify the tangible
business benefits, costs and resources required to successfully implement a BI platform. Topics covered will include:
• Assessing the readiness of your organization for a BI initiative
• Common BI mistakes
• Identifying key business processes that would realize tangible improvement with the application of BI
• Identifying key people to involve in the BI project
• Developing a vision for future implementations
• Scoping the initial implementation
• Constructing the value proposition and acquiring approval
Attendees will leave with an understanding of how to build a comprehensive BI value proposition in order to support a successful implementation.
14
10:45 am - 12:25 pm 39 MYTHS AND MYSTERIES: WHAT YOU NEED TO KNOW BEFORE YOU BEGIN USING CLOUD COMPUTING SKA
Select One TECH Lisa Johnson, CPA.CITP, CISA, CISM, CGEIT, CFO, TWM Associates, Inc., Falls Church, VA
Concurrent Geni Whitehouse, Founder, Even A Nerd Can Be Heard, Pleasanton, CA
Session You or your client have finally reached a decision to consider a SaaS (Software as a Service) application. That’s when the questions start: What about
(continued) security and ownership of data? Business continuity? E-discovery? Compliance? It’s time to get your head out of the clouds and start planning for the
evaluation and implementation. This session will provide an overview of the risks, impacts, and benefits to your business and control environment.
You will hear from a recent survivor (or survivors) on what to expect when you make the move to cloud computing. You’ll learn about the changes to
the old model for both users and consultants—from installation, to implementation, to training and support expectations, to user updates. You’ll learn
about differences in workflow, reporting, and even connectivity between different applications. On leaving this session, you will be prepared
for rapid implementation with fewer surprises. You might say your feet will be firmly planted on solid ground.
BONUS B4 EFFECTIVE RETIREMENT STRATEGIES AND THE AICPA FIRM-BASED MEMBER RETIREMENT PROGRAM SKA (repeated in #B8)
Presented by Paychex
In today’s economic climate, clients have never more needed their CPA’s proactive review of their retirement positions to help ensure long-term
financial well-being. In addition, this is an opportune time for CPAs to step back and consider their own retirement strategy. The AICPA Member
Retirement Program—constructed by CPA members—is an excellent retirement solution to help firms and individuals achieve their retirement
goals with ease and affordability. This session includes:
• Information of effective retirement plan strategies
• A discussion of SIMPLE IRA vs. 401(k)
• A review of the unique benefits your firm can enjoy through the AICPA Member Retirement Program
Join this session to explore current retirement advances and evaluate your own current retirement strategy.
12:25 pm - 1:00 pm Lunch
1:00 pm - 1:50 pm Luncheon Speaker
L2 INSPECTOR GADGET SKA
David Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CA
David Cieslak is a Principal in Arxis Technology, Inc., a computer consulting firm with offices in Woodland Hills and Simi Valley, CA. He is currently an instructor
for K2 Enterprises and frequent speaker for the California Society of Certified Public Accountants (CalCPA), the American Institute of Certified Public Accountants
(AICPA) and other state accounting societies. He has taught micro-computer classes for California State University at Northridge and written numerous articles
for The Quantum PC Report for CPAs, CSCPA Outlook, California CPA, and the AICPA InfoTech Update. Mr. Cieslak has served on the Information Technology
Alliance board of directors, the AICPA IT Executive Committee and CalCPA Council. He is the past president of the California CPA Education Foundation and an
active participant with the CalCPA State Technology Committee and Westside Micro-Computer Users Discussion Group. He is past chairman of the CalCPA
State Technology Committee and former member of the AICPA Information Technology Practices Sub-Committee. He is a member of various other AICPA
and CalCPA planning committees for courses, conferences and computer shows.
Always on the lookout for the latest tech toys and gadgets poised to hit the market, Inspector Gadget is back again to share his latest findings,
along with insights as to how these cool little devices will change the way we work! From productive and essential to fun and frivolous, there’s a
tech tool in this session for everyone!
Select One A&A 40 FASB/IASB UPDATE A
Concurrent Stephen Bodine, CPA, Principal, LarsonAllen LLP, Minneapolis, MN
Session This session will cover the recent standards issued by the FASB and IASB, including uncertain tax positions, subsequent events, fair value,
accounting for small and medium sized entities, among others, as well as proposed accounting updates. Proposed standards currently include
lease accounting, disclosures for financed receivables, financial instrument accounting and revenue recognition. Materials include case studies
and sample disclosures to assist practitioners in implementing recently issued standards.
TAX 41 INDIVIDUAL FEDERAL INCOME TAX UPDATE T
Tom Ochsenschlager, CPA, Vice President of Taxation, AICPA, Washington, DC
Doug Stives, CPA, Monmouth University, West Long Branch, NJ
What have Congress, Treasury and the Courts done lately? This session will cover:
• Overview of relevant and some unusual cases and rulings, along with a review of recent legislation
• What Congress will do next
• Predictions and commentary on the mood in Washington to raise taxes
• Tax planning ideas for the coming months and years
“ The golden nuggets of information that I can immediately

implement in my daily work that will save time and increase
For more information

usability and satisfaction with my work.
David S. Shuman, Vector Consulting Services Inc., Chicago, IL
TECH+ 2009 attendee
CALL 888.777.7077 VISIT www.cpa2biz.com
”
15
Conference Agenda
2:00 pm - 3:15 pm 42 FIRM CULTURE IN A DOWN ECONOMY SKA
Select One MAP Richard Caturano, CPA, President & CEO, Caturano and Company, Boston, MA
Concurrent The “down economy” has caused many firms to cut back on benefits, salaries and even people. What are some of the things that we as leaders
Session can do to maintain firm culture in difficult times and capitalize on the opportunities in a “down economy” ?
(continued) TECH 43 VIRTUALIZATION BEST PRACTICES SKA
Randy Johnston, Executive Vice President, Network Management Group, Inc., K2 Enterprises, Hutchinson, KS
Whether you’re looking to run older applications in a Windows 7 environment, reduce the number of servers in your organization, considering desktop
virtualization or establishing a training and testing environment without fear of corrupting your existing computers or network, virtualization should be at
the forefront of your plans. Participants are introduced to the concepts and benefits of virtualization, and will learn how to create, deploy, and manage
virtual PCs and servers. Hardware requirements, software licensing issues, and managing virtual machines are all addressed, along with how to
avoid some of the more common mistakes associated with virtualization.
• Understand virtualization benefits and alternatives
• Consider the best virtualization strategy for your organization
• Recognize the shortfalls and best practices for using virtualization
TECH 44 GAINING AUDIT EFFICIENCY AND INSIGHT THROUGH RISK METRICS & DATA ANALYTICS AU
April Gunn, CPA, CISA, Data Analysis Director, Virginia Auditor of Public Accounts, Richmond, VA
As auditors, we have a tendency to accumulate massive amounts of data. Do you ever feel like you aren’t doing enough with that data? Have you
ever wondered how you could focus your audits by pinpointing risks of non-compliance present in the data? Would this help to improve the efficiency
and effectiveness of your organization’s audit and regulatory compliance process? Find out how to do this via a discussion of tools and techniques to
assist with implementing a multi-entity or program-related risk based audit approach. Attend this session to learn:
• How to review data for decentralized entities as a whole instead of individually • How to and challenges of implementing a risk-based audit approach
• How to combine external risks with risks identified within your data • Ways to automate assigning risks to determine audit approach
• How to identify common internal control weaknesses and non-compliance indicators in your data
TECH 45 SAAS CONSULTING UPDATE - CONTRASTING THE BUSINESS MODEL FOR A SAAS CONSULTING PRACTICE
VS. TRADITIONAL RESELLER PRACTICE AU
Taylor Macdonald, Vice President, Worldwide Channels, Infor, Atlanta, GA
Software delivery is changing and the profession needs to be ready. Software as a Service (SaaS) is one of the fastest growing areas of the software
industry. Yet on-premise software is still the norm for business management software. Learn how you can profit from building a SaaS consulting
practice within an existing traditional value-added reseller practice. Compare and contrast the two delivery models, the economics behind each, and
understand the hidden advantage CPA firms have. Gain an understanding how your service offerings have to evolve to today’s new delivery model.
TECH 46 ARCHITECTING A BUSINESS INTELLIGENCE PROJECT BMO
Donny Shimamoto, CPA.CITP, Founder & Managing Director, IntrapriseTechKnowlogies LLC, Honolulu, HI
According to an annual Gartner survey, Business Intelligence (BI) technology has been the #1 priority identified by CIOs from 2006 through 2009.
A TDWI study found that up to 70% of BI resources can be squandered addressing people, process or governance issues. What does this mean?
That there is a lot of risk in BI projects—risks that must be managed and mitigated to ensure the project’s success. Technical competence is
only one key to BI project success. Learn how to take a holistic “business” approach to your BI project, including:
• Applying the Enterprise Information Architecture framework to structure and organize a business intelligence/business reporting project
• Identifying the key roles and expertise needed on the project team
• Using an iterative project approach to balance delivery of short -term value and long-term success
Whether you are sponsoring, managing, advising, or participating in a BI project, this session is a must-attend to ensure that the project
your name is attached to is a success.
BONUS B5 MAKING RISK ASSESSMENT EASIER WITH PPC’s SMART PRACTICE AIDS BMO
This course will help you make your firm more productive by automating the risk assessment process. It uses a case study approach to teach
best practices that will improve your efficiency and effectiveness when using these software tools.
3:15 pm - 3:45 pm Networking Break – Refreshments and Vendor Display
3:45 pm - 5:00 pm Concurrent Sessionss
Select One A&A 47 YELLOW BOOK AND SINGLE AUDIT UPDATE A
Concurrent Mary Foelster, CPA, Director, Governmental Auditing and Accounting, AICPA, Washington, DC
Session 2010 is expected to be another active year when it comes to Yellow Book and single audit activities. This session will fill you in on the latest, including:
• Recovery Act implications
• An update on the activities of GAQC
• An expected GAO exposure draft proposing revisions to the 2003 version of the Yellow Book
• New guidance issued by the AICPA GAQC to enhance the quality of single audits, including a discussion of SAS 117, Compliance Audits
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3:45 pm - 5:00 pm 48 BUSINESS INCOME TAX UPDATE T

Select One TAX Tom Ochsenschlager, CPA, Vice President of Taxation, AICPA, Washington, DC
Concurrent Doug Stives, CPA, Monmouth University, West Long Branch, NJ
Session This session will supplement #40 with content involving cases, rulings, recent legislation, anticipated changes and planning opportunities
(continued) for businesses. The continuing trend to use LLCs and S corporations for most small businesses will be analyzed with a look at IRS initiatives
in these areas. Areas of focus will include:
• S/E tax
• Reasonable compensation for S corporations
• Employee benefits for owners
MAP 49 PRACTICE CONTINUATION AGREEMENTS: A SURVIVAL KIT FOR YOUR PRACTICE BMO
John Eads, CPA, Smith Jackson Boyer & Bovard, PLLC, Dallas, TX
Ask yourself the following questions: What will my spouse or immediate heirs do with my practice if I die or become disabled? How can I preserve the
value of my professional public accounting practice, which may be the largest asset in my estate? This presentation is based on the book authored by
John A. Eads, CPA, and a past president of the Texas Society of Certified Public Accountants. In this presentation, John will explain how you can ensure
the continuity of your practice with a practice continuation agreement in the event of death, disability or retirement, as well as the process
utilized in the transfer of your practice to a successor CPA or CPA firm once one of the triggering events takes place.
ADV 50 THRIVING IN A DOWN ECONOMY – THE IMPORTANCE OF THE 3Ms: MANAGING, MENTORING AND MARKETING M
Rita Keller, President, Keller Advisors, LLC, Beavercreek, OH
Now, more than ever, CPA firm leaders need to ask themselves:
• What more can we do during these challenging times?
• Why is it important to have a healthy mentoring program?
• Why should all team members renew their enthusiasm for marketing?
• What can we do to help our managers truly manage—taking it beyond just a title?
Firms that aggressively address these important management concerns will build a foundation for future growth and profitability.
ADV 51 HOW TO TRANSFORM YOUR CLIENT ACCOUNTING SERVICES PRACTICE THROUGH CLOUD COMPUTING SKA, BMO (repeat of #23)
Erik Asgeirsson, President and CEO, CPA2Biz, New York, NY
This session will highlight how progressive firms are transforming their client accounting services area, from basic transactional services like A/P and A/R
to more profitable outsourced CFO services. Learn how web-based accounting applications can enhance productivity, increase collaboration, reduce
costs and generate a profitable return on investment for your firm and your clients. Discuss the latest accounting firm best practices to strategically price,
package, and position cloud solutions to your clients. Learn how to maintain a competitive edge by leveraging cloud-based technology and innovative
marketing strategies to provide higher margin, value-added services to clients.
TECH 52 ADOBE INS AND OUTS FOR THE PRACTICING CPA CS
Robert (Dr. Bob) Spencer, CCP, CDP, CNE, MCP, MSA, Ph.D., Twenty Seconds in the Future & K2 Enterprises, Gulf Breeze, FL
CPAs in practice use PDF files more than ever. In this session, participants will learn how to create, modify and protect PDF documents,
OCR, and catalog documents for searchability, create better bookmarks for navigation, send PDFs to clients for review and comment,
learn how to secure PDFs with passwords or digital certificates and apply digital signatures, remove sensitive data, create custom stamps
to use as tickmarks, and create and use fillable forms.
TECH 53 GREAT WEB APPS SKA
David Cieslak, CPA.CITP, GSE, Principal, Arxis Technologies, Inc., Simi Valley, CA
By now, we’ve all read the headlines, and heard the exhortations about how cloud computing (running applications and storing data on the Web)
will transform our lives. And it finally appears that anywhere, anytime computing is becoming a reality! But just what are some of the web-based,
applications that will lead us into this exciting new paradigm? This session will spotlight a number of the hottest web-based applications available
today—some for a fee, but many of them FREE! Learn how the promise of cloud computing is finally coming true! Get ready to be amazed!
TECH 54 ACHIEVING STRATEGIC ADVANTAGE THROUGH PROCESS IMPROVEMENT: AVOIDING IMPLEMENTATION PITFALLS BMO
Chris Spivey, MBA, Owner, Spivey and Co., LLC, Argyle, TX
Business Process Improvement and Business Intelligence together can provide great value to organizations; however, implementation projects to realize
that value are often problematic.This session will describe how to structure BPI projects with governance, leadership, management, administration and
execution to minimize the risk of failure. The connection between BPI and BI in context of the alignment of strategy, process, information, and technology
will be explored. Common issues facing projects will be examined and potential solutions will be considered. Some examples: dealing with new “facts”
provided by process transparency; organization and individual behavior in the new model where information is more freely available; aligning incentives,
behaviors and results; reconciling different definitions for information; and changing to a proactive, predictive management philosophy.
Attend and learn how you can help ensure the success of your BPI and BI projects.
“ Diverse group of professionals. Skill set mix.

Learning new ideas that help bottom line.
James (Jim) R. Gilbert, Merrick & Company, Highlands Ranch, CO ”
TECH+ 2009 attendee
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Conference Agenda
5:10 pm - 6:00 pm Concurrent Sessionss
Select One A&A 55 INTERNAL CONTROL DOCUMENTATION A
Concurrent Speaker pending. Please check website for updates.
Session A practical discussion and demonstration of documenting internal controls as required under SAS 109.
• Review of GAAS requirements • Audit Risk Audit Guide
• Practical issues in documenting controls • Tools selection
• Identifying and reporting control deficiencies • Benefits of better controls
• Client–auditor interaction for effective cost management
TAX 56 TAX EXPERTS PANEL T
Doug Stives, CPA, Monmouth University, West Long Branch, NJ
John Round, J.D., L.L.M (Tax), Board Certified Estate Planning and Probate Law by the Board of Texas Board of Legal
Specialization and ACTEC Fellow, Strasburger & Price, LLP, Dallas, TX
Ed Karl, CPA, Director, AICPA Tax Division, Washington, DC
Tom Ochsenschlager, CPA, Vice President of Taxation, AICPA, Washington, DC
Get involved! Attend this session to share your concerns and hear what our experts think. Panelists will provide opinions and solutions to
questions from participants, which promises to be lively. Forms to submit questions prior the session will be available in the Registration area.
MAP 57 STRATEGIC PLANNING FOR A CPA FIRM – UNDER $5M BMO
Abram Serotta, CPA, Serotta, Maddocks, Evans & Co., Augusta, GA
CPA firms need to plan for the future and the changes needed to survive. This session offers practical approaches to:
• Understanding the why and need for planning • The type and forms of planning
• Outlining the agenda for a strategic retreat • How to use SWOT to develop your plan
ADV 58 CLIENT ADVISORY BOARDS – AN EASY SYSTEM TO RECRUIT AND RETAIN GREAT CLIENTS SKA
Mark Koziel, CPA, Director, Specialized Communities/Firm Practice Management, AICPA, Durham, NC
The PCPS 2009 CPA Firm Top Issues Survey revealed that client retention was the #1 issue for firms of all sizes within the profession.
The economy has certainly had an impact on how clients view CPA services. The service model for attracting and retaining clients has certainly
changed from just two years ago. A Client Advisory Board (CAB) can be an extremely powerful tool to help you retain current clients and attract
new ones. CABs enable firms to hear directly from their clients about how they are fulfilling client expectations and how the firm can improve,
cross sell and add to its service offerings. In this session you will learn:
• Different methods to conducting a client advisory board
• How to get started with a client advisory board system
• Proper inquiry techniques to get the most out of your client advisory board
• How to gain the perspective of your clients before your competitors do!
TECH 59 WHY JOIN THE FAMILY SKA
Jim Bourke, CPA.CITP, CFF, Partner, Withum Smith+Brown, Red Bank, NJ
Janis Wong, CPA.CITP, CISA, Project Manager, AICPA, Durham, NC
This informal session will answer all your questions about the AICPA membership sections and credentials available through the AICPA.
Learn how the AICPA’s resources, and being a part of these growing communities, can help you professionally. We will cover:
• An overview of the membership sections
• How CPAs and non-CPAs in public practice and industry use these resources
• An overview of the credentials and benefits
• An open Q&A session
Leave this session with the information you need to determine if section membership and/or the AICPA credentialing will help you in your career.
Assistance with completing applications to either join a membership section or become an AICPA credential holder will be available.
TECH 60 PANEL: CPA FIRMS SKA
TECH 61 PANEL: CONSULTING SKA
TECH 62 PANEL: BUSINESS & INDUSTRY SKA
BONUS B6 MARKETING YOUR PRACTICE AS A TECH-SAVVY FIRM MKT
You already know that technology can help you increase efficiency and automate your workflow. But you may not know that it can also be a
powerful marketing tool for retaining current clients and attracting new ones, as well as attracting and retaining top employees. This course
will teach you how technology can boost your business and increase revenue.
6:00 pm - 7:00 pm Networking Reception
7:00 pm - 9:00 pm Evening Reception Sponsored by and (invitation only)
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MAIN CONFERENCE WEDNESDAY, JUNE 9 / DAY THREE

6:30 am - 8:00 am Continental Breakfast and Vendor Display
7:00 am - 7:50 am Early Riser Sessions
Select One A&A 205 PEER REVIEW UPDATE: THE REVIEWED FIRM’S PERSPECTIVE A
Early Riser James Brackens Jr., CPA, Vice President, Firm Quality and Practice Monitoring, AICPA, Durham, NC
Session Learn what’s new in Peer Review and how it will impact your firm. This session will also provide tips to improve the quality of your firm’s A&A
practice, and topics include:
• New standards - lessons learned
• Revisions to reviews of A-133 engagements
• Changes in state regulations relative to Peer Review
MAP 206 WORK/LIFE BALANCE – IT’S ALL ABOUT FLEXIBILITY PD
Cheryl Leitschuh, Ed.D., RCC, Leitschuh Leadership Consulting, Burnsville, MN
All this talk about work/life balance!! What does this mean to you, your employees and the sustainability of your firm? Who is in charge of work/life
balance and what items should we consider in implementing a work/life balance strategy? This session will provide information which can impact
the development and retention of your employees. Information will be provided on what other firms and organizations are doing as well as keys
to success and some pitfalls to avoid.
TECH 207 MAKING THE MOST OF YOUR PAPERLESS TAX PRACTICE T
Bobbie Rosenberg, CPA, Partner, Buller, Wuite, Lawlor, Olsson, Eugene, OR
Tim Shortsleeve, CPA.CITP, Partner, Bonn, Shortsleeve & Ray, Rochester, NY
In this highly interactive session participants will discuss all of the latest and greatest issues impacting the paperless tax practice. Workflows,
scanning, processing and equipment will all be covered. Please come prepared to share your ideas and get your questions answered.
BONUS B7 RAISING THE BAR ON AUDIT EFFICIENCY, COMPLIANCE AND ACCURACY USING CCH’S KNOWLEDGE COACH
AND KNOWLEDGE TOOLS BMO
Mike Ritchie, Specialty Product Management, CCH, a Wolters Kluwer Business, San Diego, CA
New regulations and increased scrutiny, combined with the need to better manage costs, put audit firms in a position where they need to do
more with less. This session focuses on methods for streamlining the entire audit process, from risk-based planning through final sign-offs, that
can drive dramatic improvements in efficiency, compliance and accuracy on audit engagements. You will learn how to use the latest tools
available to quickly build a risk-based audit plan based on the latest audit standards, how to guard against over and under-auditing,
and how to eliminate redundant and non-value added tasks that weigh down an audit and create inefficiencies.
8:00 am - 9:15 am Concurrent Sessions
Select One A&A 63 SSARS UPDATE A
Concurrent Carolyn McNerney, CPA, Equity Director, SS&G Financial Services, Inc., Akron, OH
Session This session will address recently issued SSARS as well as provide details regarding ongoing projects. Current issues and matters of interest
in the compilation and review arena will also be discussed.
MAP 64 RETAINING YOUR TOP TALENT: MAINTAIN THE DESIRED RETURN OF YOUR INVESTMENT SKA
Heidi Brundage, CPA, SPHR, Technical Manager, Specialized Communites/Firm Practice Management, AICPA, Durham, NC
Mark Koziel, CPA, Director, Specialized Communities/Firm Practice Management, AICPA, Durham, NC
The success of our profession is dependent on our people. No matter what is happening in the economy, firms rely on talent to understand the
rules, apply the standards and employ the technology, and service clients. Firms must hang on to their best performers in order to compete;
there are opportunities for CPAs today and there will be more tomorrow. This session will further explain why retention is still just as important
as ever, explore best practices for building and maintaining the systems that promote retention efforts, and highlight available retention resources.
ADV 65 MARKETING IN 2010: WHAT YOU NEED TO KNOW M
Michelle Golden, President, Golden Practices Inc., St. Louis, MO
Big leaps in communications technology provide highly effective and timesaving new marketing opportunities through the social web. But some classic
marketing initiatives are still very worthwhile. Which marketing techniques are essential? And where do traditional marketing and social media intersect?
See which new best practices have emerged to edge out others, and which new tools might not be worth the effort. This session is for you if you want to:
• Feel reinvigorated about marketing
• Find out what’s new that you might want to try
• Juice up your personal marketing plan
• Learn how to do the “old” things better!

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Conference Agenda
8:00 am - 9:15 am 66 THE NEXT GENERATION ACCOUNTING FIRM SKA
Select One ADV Darren Root, CPA.CITP, Executive Editor, The CPA Technology Advisor, President, RootWorks, Bloomington, IN
Concurrent Designed for small firms, Darren discusses how to pull all the technologies together to create better workflow and processes. Learn how to define
Session your practice for greater efficiencies, communicate your brand and image to enhance effectiveness, and deliver the solutions to your clients
(continued) using the latest technologies.
TECH 67 ADVANCED EXCEL TIPS AND TRICKS FOR ACCOUNTANTS A
Will Fleenor, CPA, Ph.D., Shareholder, K2 Enterprises, Hammond, LA
This session is designed to provide practical solutions to issues accountants encounter regularly. Learn how to eliminate all rounding errors with
the flip of a switch, work with live accounting data from inside Excel, change default settings like margins and footers, and much more. If you
are an Excel user and interested in improving productivity and doing a better job, you need this session. Key learning objectives include:
• Change default settings for new spreadsheets including margin, headers and footers, and more
• Automate the process of updating spreadsheet data
• Save time and reduce the risk of errors
• Embed MS Word and PDF objects in Excel
TECH 68 THE ROLE OF THE IT PROFESSIONAL IN A SAAS WORLD SKA
Michael Bodner, Ph.D., Chief Information Officer, Infomedia Ltd., Plymouth, MI
This session will be of interest to partners and managers who see IT as a cost and a source of angst, and want to understand how to plan for the
business and its dependence on IT and IT staff. The session will also answer the question, “What’s an IT guy to do?” Budgets are shrinking, demands
are increasing, and IT has to “do more with less” every day. As businesses become more dependent on IT, IT professionals are being forced to carry
more responsibility with less of everything. This talk will focus on how businesses can maximize the value provided by a savvy IT resource that turns
the pressures into opportunities as historical IT roles and responsibilities are being recast by new technology and economic paradigms.
TECH 69 MAXIMIZING THE VALUE OF YOUR PAPERLESS SYSTEM SKA
Bobbie Rosenberg, CPA, Partner, Buller, Wuite, Lawlor, Olsson & Rosenberg, Eugene, OR
Tim Shortsleeve, CPA.CITP, LTP, Partner, Solutions, LLC, Rochester, NY
The paperless perspective and the merits of adopting paperless solutions are becoming more widely recognized and pursued because of the
big payoff! Why? Because the paperless perspective is capable of significant performance improvements in many areas that have been
taken for granted. In this highly interactive session we will explore the areas that challenge organizations and discuss methods and ideas
that will gain enterprise wide acceptance, and lead people to support the process view and new ways to work.
BONUS B8 EFFECTIVE RETIREMENT STRATEGIES AND THE AICPA FIRM-BASED MEMBER RETIREMENT PROGRAM SKA (repeat of #B4)
9:15 am - 9:45 am Networking Break - Refreshments and Vendor Display
70 A View from the Future: What’s Ahead for the Accounting Profession SKA
Edie Weiner, President, Weiner, Edrich, Brown, Inc., New York, NY (invited)
Edie Weiner is president of Weiner, Edrich, Brown, Inc., (WEB) a leading futurist consulting group. Formed in 1977, WEB has served over 300 clients (corporate,
academic, government) in identifying opportunities in the areas of marketing, product development, strategic planning, investments, human resources, public
affairs and advertising. Clients have ranged from the U.S. Congress to many of the Fortune 500 companies. She is acknowledged as one of the most influential
practitioners of social, technological, political and economic intelligence-gathering. Ms. Weiner was the youngest outside woman ever elected to the board of
directors of a major financial institution when she joined the board of Union Mutual Life Insurance Company (now UNUM Provident Corporation) at the age of 29.
She has been a guest lecturer at Wharton, Harvard, Brown and a number of other universities. Her articles have appeared in numerous publications, including
The Harvard Business Review, The Futurist, and The Wall Street Journal. She has co-authored four books with her partner Arnold Brown: Supermanaging (McGraw-Hill, 1984),
Office Biology (MasterMedia, 1993), Insider’s Guide to the Future (Bottom Line, 1997), and FutureThink (Prentice Hall, 2006).
Throughout the 1990s, she founded and chaired the Esteem Teams, an innovative program in which dozens of inner city, at-risk girls were mentored by executive women.
She serves on numerous boards and advisory boards, including the US Comptroller General’s Advisory Board, the U.S. Council on Competitiveness, the Women’s Leadership Exchange,
and the SyFy Channel. In the past, she has been on the board or advisory board of the José Limón Dance Foundation (Chair), UNUM Corporation, First Unum Corp., CompUSA,
the Fashion Group International, ThinkQuest New York City (Chair), Boardroom Inc., Independent Agents & Brokers of New York, and the Women’s Forum. Ms. Weiner is a
member of the Women’s Forum, the Belizean Grove, and she is the first recipient of the Fashion Group International’s Entrepreneur of the Year Award (1998).
In a world of rapidly advancing technology, economic turmoil, regulatory confusion, demographic transitions and societal dislocations, there are some
certainties that remain constant for all professions and professionals. Listening to the needs of the marketplace, operating out of integrity, remaining
flexible, finding good talent and seizing emerging opportunities are always good strategies. But even these will become more difficult in the coming
decade. This session will highlight some of the opportunities and challenges facing those in the accounting profession arising out of social, economic,
technological, political, demographic and environmental shifts. It will not only provide some broad overviews, but there will also be specific ideas for
business development and well as personal and professional growth.
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10:35 am - 10:45 am Message from the Conference Chairs

10:45 am - 12:25 pm Keynote Session
71 TECHNOLOGY FUTURES – 2010 SKA
Rick Richardson, CPA.CITP, President, Richardson Media & Technologies, LLC, Canton, CT
Rick Richardson is president of Richardson Media & Technologies LLC, a multimedia and strategic technology consulting company. Prior to forming his current
company, he had a 28-year career in technology with Ernst & Young, the last twelve of which he served as National Director of Technology. Rick has been
named to the “Technology 100,” honored by the American Institute of CPAs with two lifetime achievement awards for his contributions to the profession
in the field of technology, and named as one of the “Top 100 Influential People in Accounting” by Accounting Today.
Rick Richardson began providing CPAs with his technology futures forecast in 1981; and this year will mark an unbroken string of 30 years of predicting
our technology future. Rick will provide 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
will also be addressed. He will conclude with his personal forecasts on our technology future. Look for Rick to bring some of the latest
technologies to share with participants.
12:25 pm Conference Adjourns
Steering Committee
Practitioners Committee
Chair Mike Shost, Shost & Company, P.C., CPAs, Dallas, TX Nancy Meech, Heinfeld, Meech & Co., Tucson, AZ
John Bellitto, Allen & Cook, Inc., San Jose, CA Margaret McConnell, Marsh & McConnell, P.C., Alpharetta, GA
Bob Fay, Robert F. Fay, CPA, Canton, OH William Pirolli, DiSanto, Priest & Co., Warwick, RI
DeAnn Hill, DeAnn Auman Hill, CPA, Baxter Springs, KS Doug Stives, The Curchin Group, LLC, Red Bank, NJ
Rita Keller, Keller Advisors, LLC, Dayton, OH
AICPA Heidi Brundage, Technical Manager, Specialized Communities/ Jim Metzler, Vice President, Small Firm Initiatives, Durham, NC
Staff Firm Practice Management, Durham, NC Tracey Tarinelli, Program Development, Durham, NC
Stephanie Finn, Conference Logistics, Durham, NC
Mark J. Koziel, Director, Specialized Communities/Firm Practice
Management, Durham, NC
TECH+ Committee
Chair Peyton Burch, Deltek, Houston, TX Greg Lafollette, Lafollette Consulting, Sioux Falls, SD
Jim Boomer, Boomer Consulting, Inc., Manhattan, KS Angie Martin, Angela Martin Training, Houston, TX
Ron Box, Joe Money Machine Co., Birmingham, AL Donny Shimamoto, IntrapriseTechKnowlogies LLC, Honolulu, HI
Jim Bourke, WithumSmith+Brown, Red Bank, NJ Tim Shortsleeve, Bonn, Shortsleeve & Ray, LLP, Rochester, NY
David Cieslak, Arxis Technology, Inc., Simi Valley, CA Chaim Yudkowsky, American Israel Public Affairs Committee,
Randy Johnston, Network Management Group, Inc., Hutchinson, KS Washington, DC
AICPA Stephanie Finn, Conference Logistics, Durham, NC Janis Wong, Project Manager – IT, Durham, NC
Staff Tracey Tarinelli, Program Development, Durham, NC

21
Additional Resources
PCPS is the firm membership section of the AICPA, which offers resources and
benefits for local and regional CPA firms. The PCPS core purpose is to make
practicing CPAs and their firms successful. PCPS creates practice management
resources that address the pressing issues faced by CPA practitioners.
From best practices to studies on staffing challenges to marketing brochures for new services, PCPS constantly issues
new tools that can help your firm succeed. This is the group that champions the interests of small firms within the
AICPA, with standard setters and even in Congress. Take advantage of these valuable resources today and
discover the value of PCPS.
Not a PCPS member firm yet? Visit our site www.aicpa.org/pcps today and register to take advantage of the
exclusive PCPS member discount for this conference and other great offers.
Make the connection and explore the possibilities as

a Certified Information Technology Professional (CITP).
The CITP credential is open to all CPAs who meet the eligibility requirements. TECH+ is your avenue! Meet with CITP
credential holders at the CITP booth in the exhibit hall; they will assist you in the process and you can become a CITP
by the end of the conference!
CITP is the mark of excellence for CPA business technologists who are leaders in industry,
public practice, government and academia. Every CPA who is interested in becoming an
integral part of business today needs to be a CITP.
Special activities for CITP credential holders will be available at TECH+.
Visit http://www.aicpa.org/CITP for more information about becoming a CITP
credential holder or send an email to ITinfo@aicpa.org.
Benefits for Attendees

An Eco-Friendly and Free Access
Paperless Initiative to Conference
In an effort to be more environmentally friendly, cost conscious Session Recordings
and forward-thinking, AICPA Meetings & Conferences is offering
participants access to conference materials via a speaker *Be sure to supply a valid email address when registering.
materials website in advance of the conference. Instructions to access the speaker materials and conference
recording website [www.AICPAConferenceMaterials.com] are
*Conference manuals with session outlines distributed via email approximately two weeks prior to the start of
will not be provided onsite. the conference. Also, add service@aicpa.org to your safe sender list.
22
ONLINE*: www.cpa2biz.com/conferences PHONE*: 888.777.7077 or 919.402.4500

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REGISTER MAIL: Complete and mail the form along with your promotion code and payment to:
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RECOMMENDED CPE CREDIT 24.5 (main), 4 (pre-conference workshop) and 1.5 (complimentary roundtables)
This conference was prepared in accordance with the Joint AICPA/NASBA Statement on Standards for Continuing Professional Education (CPE) Programs effective
on January 1, 2002. The recommended CPE Credits are in accordance with these standards; however, your individual state board is the final authority on the
acceptance of programs for CPE credit.
CONFERENCE FEE
Registration fees are determined by current membership status in the AICPA, PCPS, IT and/or CITP. Please indicate member number on the registration form to
obtain the correct discount. Conference fee includes all sessions, conference materials, continental breakfasts, refreshment breaks, luncheons and a reception.
Fee for value-added workshops includes all session materials and refreshment breaks. Registration for 2 or more individuals per firm may qualify for group
discounts; additional savings may be available for groups of 10 or more. For more information please email aicpalearning@aicpa.org and indicate
“Group Conference Sales” in the subject line or phone 800.634.6780, choose option 1. Program Code: Practitioners Symposium (PS10) and TECH+
Information Technology Conference (TECH10)
CANCELLATION POLICY
You may cancel without penalty if written cancellation requests are received by April 23, 2010. Due to financial obligations incurred by the AICPA, a credit voucher
less 50% of the registration fee will be issued for written requests received by May 17, 2010. No refunds or credits will be issued on cancellation requests
received on or after May 18, 2010. For further information, call the AICPA Service Center at 888.777.7077.
HOTEL AND GROUND TRANSPORTATION INFORMATION
Contact the hotel directly to obtain their policy on reservations, deposits and cancellations. Rooms will be assigned on a space-available basis only.
To receive our special group rates mention that you will be attending the AICPA Practitioners Symposium and AICPA TECH+ Conference.
Bellagio Hotel Phone: 702.693.7111 For online hotel reservations, go to: http://tiny.cc/PRACTECH10
3600 Las Vegas Blvd., South Hotel Reservations: 888.987.8686
Las Vegas, NV 89109 Hotel Room Rate: $149 single/double
Hotel Reservation Cutoff Date: May 5, 2010
Ground Transportation from McCarron International Airport (LAS): Taxi Service – $15-20 each way, approximately 30 minutes
Hotel Parking – Valet and Self Parking are complimentary
AIRLINE INFORMATION
The AICPA has a special arrangement with Maupin Travel, Inc. of North Carolina to assist you with your travel arrangements. This travel agency may be
reached at 800.345.5540. If you prefer to make your own travel plans, be sure to mention the participating airline’s reference number (listed below) to
take advantage of discounts. Discounts are valid for round trip registered AICPA meetings or conferences only. Some restrictions may apply.
American Airlines 800.433.1790 Index #19956
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Due to recent airline industry fare restructuring, we cannot guarantee that the above group travel agreements will be in effect at the time when you are
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CAR RENTAL
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your conference registration and hotel reservation prior to making your travel plans.
EXHIBIT AND SPONSORSHIP OPPORTUNITIES
Don’t miss the opportunity to present and sell your organization’s services and products to thousands of CPAs and financial professionals at AICPA
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23
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JUNE 7-9, 2010 Bellagio, Las Vegas, NV

> Great keynote speakers: > Expanded networking

Dear Valued Attendee,

James Metzler Mike Shost Peyton Burch

AICPA PRACTITIONERS SYMPOSIUM – TRANSFORMING

PASSIONATE SPEAKERS. IMPRESSIVE CREDENTIALS. NATIONAL NETWORKING.

Thank You to Our Sponsors!

AICPA TECH+ CONFERENCE – TRANSFORMING TODAY’S

For more information CALL 888.777.7077 VISIT www.cpa2biz.com

PRE-CONFERENCE SUNDAY, JUNE 6 / VALUE-ADDED WORKSHOPS AND ROUNDTABLES

4:15 pm - 6:15 pm Concurrent Roundtables (complimentary)

MAIN CONFERENCE MONDAY, JUNE 7 / DAY ONE

“ • Technology benchmarks, updates, future

John Orbratil, Neece & Malec, Chardon, OH

“ Great speakers – they were able to judge the experience

11:55 am - 12:45 pm 8-10 VENDOR SHOWCASES

For more information CALL 888.777.7077 VISIT www.cpa2biz.com

4:15 pm - 5:50 pm 20 MANAGING CLIENT DATA: SECURITY, CONFIDENTIALITY AND PRIVILEGE T

For more information CALL 888.777.7077 VISIT www.cpa2biz.com

MAIN CONFERENCE TUESDAY, JUNE 8 / DAY TWO

Concurrent Session descriptions continue on page 14

“ I have been exposed to many different skills on running

MAIN CONFERENCE / MONDAY, JUNE 7 / DAY ONE

Recovery: A Guide to Preparing Consulting Showcase Showcase Document and Workﬂow

Your Value Practice Aids- Internal Control to Drive

MAIN CONFERENCE / TUESDAY, JUNE 8 / DAY TWO

MAIN CONFERENCE / WEDNESDAY, JUNE 9 / DAY THREE

Early Riser Sessions CCH’s Knowledge Coach and Knowledge Tools

“ The golden nuggets of information that I can immediately

For more information

3:45 pm - 5:00 pm 48 BUSINESS INCOME TAX UPDATE T

“ Diverse group of professionals. Skill set mix.

MAIN CONFERENCE WEDNESDAY, JUNE 9 / DAY THREE

For more information CALL 888.777.7077 VISIT www.cpa2biz.com

10:35 am - 10:45 am Message from the Conference Chairs

For more information CALL 888.777.7077 VISIT www.cpa2biz.com

Make the connection and explore the possibilities as

Benefits for Attendees

ONLINE*: www.cpa2biz.com/conferences PHONE*: 888.777.7077 or 919.402.4500

For more information CALL 888.777.7077 VISIT www.cpa2biz.com

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