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Winter Meetings of the Profession

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Wednesday, January 23
 

2:00pm PST

Welcome
Wednesday January 23, 2019 2:00pm - 2:15pm PST
General Session - Lagoon Ballroom (Rear)

2:15pm PST

Kevin Harrington
Kevin got his start as a young entrepreneur in the early 80’s when he invested $25,000 and launched Quantum International. This turned in to a $500 million per year business on the New York Stock Exchange and drove the stock price from $1 to $20 per share. After selling his interest in Quantum International, he formed a joint Venture with the Home Shopping Network, called HSN Direct, which grew to hundreds of millions of dollars in sales. Entrepreneur Magazine has called him one of the top Entrepreneurs of our time.


Wednesday January 23, 2019 2:15pm - 3:30pm PST
General Session - Lagoon Ballroom (Rear)

3:30pm PST

TAB Ignite/TED Talk I: Best in Class Firms
This session will explore the critical ingredients of a Best In Class Firm. Discussed will be the following areas in which high performing firms succeed:
  • Structuring the firm for profitable growth and value added services
  • Roles, goals, and performance standards of high performing partners
  • Using partner compensation to reward the behaviors of high performers
  • The necessary disciplines and criteria to achieve (sustainable) high profitability
  • How to manage and coach partners to higher performance and accountability
  • Talent Strategies for recruiting, retaining, and growing future leaders and partners
These key takeaways will ensure your firm keeps evolving to outpace the competition.

Speakers
avatar for Allan Koltin

Allan Koltin

CEO, Koltin Consulting Group
Koltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. Highly sought for his ability to engage and... Read More →


Wednesday January 23, 2019 3:30pm - 4:00pm PST
General Session - Lagoon Ballroom (Rear)

4:00pm PST

Break
Wednesday January 23, 2019 4:00pm - 4:30pm PST
Exhibit Hall - Lagoon Ballroom (Front)

4:30pm PST

Evolution of the Industry: Change, Disruption, & Innovation Panel
In this panel, Gary Boomer will tap industry thought leaders known for catalyzing and embracing disruption for their knowledge and insight on the evolution of the accounting profession. Session objectives include:
  • Identify factors that can disrupt the industry
  • Understand how to measure disruption
  • Master how to execute disruption
  • Learn to know if you’re doing it right

Speakers
avatar for L. Gary Boomer

L. Gary Boomer

Boomer Consulting, Inc.
L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning; mindset... Read More →
avatar for Darren Root

Darren Root

CEO, Rootworks
Darren Root, CPA, CITP, CGMA is Founder and CEO of Rootworks and Founder and CEO of Liscio. Rootworks is the profession’s leading membership-based organization dedicated to helping accounting professionals find a better way of running their firms. Liscio is the market-leading secure... Read More →


Wednesday January 23, 2019 4:30pm - 5:45pm PST
General Session - Lagoon Ballroom (Rear)

5:45pm PST

 
Thursday, January 24
 

7:00am PST

Breakfast
Thursday January 24, 2019 7:00am - 8:00am PST
Exhibit Hall - Lagoon Ballroom (Front)

8:30am PST

8:45am PST

Keynote II - Naked Leadership
Don’t worry; you can keep your clothes on for this. Please do!! In addition to your clothes, you'll leave with a better understanding of what naked leadership truly is, and why we need it now, more than ever. Join Brian Kush of Intend2Lead as he explores some specific practices you can bring back to your organization to create a more naked workplace where connection, collaboration and innovation thrive.


Thursday January 24, 2019 8:45am - 10:00am PST
General Session - Lagoon Ballroom (Rear)

10:00am PST

TAB Ignite/TED Talk II: Blockchain - What Partners Need to Know
Blockchain technology may be more important to the accounting profession and its clients than artificial intelligence, robotics, networks and sensors, drones and nanobots. During this presentation learn how blockchain is the transformation of the Internet of Information to the Internet of Value.After this session you will:
  • Recall why blockchain is considered the next disruptive computing paradigm.
  • Recognize how blockchain technology is being used today.
  • Indicate how blockchain technology will transform the accounting profession.

Speakers
avatar for Amanda Wilkie

Amanda Wilkie

Consultant, Boomer Consulting, Inc.
Amanda Wilkie, Consultant at Boomer Consulting, Inc., has a computer science background, but she’s not your average geek. With two decades of technology experience, Amanda has spent 13 years driving change and process improvement through innovative technology solutions working across... Read More →


Thursday January 24, 2019 10:00am - 10:45am PST
General Session - Lagoon Ballroom (Rear)

10:05am PST

Business Development Breakaway I - Scoring Points with the Process-Driven (aka "RFP") Buyer
What do you do when you receive an RFP from a prospect that says you cannot meet with anyone from the company and any questions must be submitted via email? All the sales techniques you’ve mastered around building rapport, identifying needs and selling custom solutions are seriously restricted, maybe forbidden. This session will look at the five common objections / challenges in these scenarios including procurement lockdown, pricing with limited info and access, and competing with the incumbent.
Attendees will also hear:
  • Why buyers cage sellers in an RFP process (it’s not always what you think it is)
  • How to get unstuck (includes pre-positioned networks, differentiated proposals, go / no-go: when to walk away) Benchmark lessons from your 2018 RFP results
  • Suggested action items for 2019

Thursday January 24, 2019 10:05am - 11:15am PST
Surf C

10:05am PST

Marketing Breakaway I - Advisor of the Future Workshop
Based upon the disruptors which are converging to challenge professional service provider’s to further distinguish themselves, this workshop offers a fresh perspective on how marketers can be better prepared to support the advisors of the future. During this workshop, attendees will be introduced to: The five distinctive competencies that firms need to possess to drive higher levels of value creation by adopting a true client champion mentality, applying greater levels of cognitive flexibility and communications agility, delivering higher levels of value by adopting a business accelerator and indispensable partner mindset. WHAT YOU WILL EXPERIENCE:
  • Understand how the next wave of client expectations will shape what marketing will need to support
  • Learn how the 5 distinctive competencies of the Advisor of the Future can be incorporated into the marketing and business development programs
  • Be introduced to a gamification process that can be internally championed to gain alignment on the distinctive competencies of the future
  • Learn how to apply CEI’s PROOF model to better understand the needs of stakeholders throughout the client life-cycle 

Thursday January 24, 2019 10:05am - 11:15am PST
Surf D

10:45am PST

Break
Thursday January 24, 2019 10:45am - 11:15am PST
Exhibit Hall - Lagoon Ballroom (Front)

11:15am PST

11:20am PST

Business Development Breakaway II - Negotiation Strategies & Tactics for BD Success
Everyone negotiates every day. Negotiations can be as simple as where to have dinner, when to take a vacation, what is an appropriate quote for the business, or who is the best person to lead the negotiations process to win the business. In a world where clients and prospects drive harder than ever before for the lowest price, how do business developers and their firms increase the perceived value of their products, services, and technological expertise? This session provides sales professionals with proven negotiations tools and techniques to help position yourself and the firm to ask for, negotiate and receive the highest value for your products and services. This seminar will help client-facing professionals handle pricing pressures and reduce discounting, while shortening sales and negotiation cycles. Different negotiating styles and approaches will be presented and discussed to help attendees recognize when to stand firm, take a softer position, or perhaps even walk away. It also explores how to use the negotiation process to create “stickiness” and enhance customer loyalty, which often helps to maintain better ongoing relations with customers.

Thursday January 24, 2019 11:20am - 12:30pm PST
Surf C

11:20am PST

Marketing Breakaway II - The Marketer of The Future Part I: Embrace Industry and Professional Change
Today, you need a growth strategy, not simply a marketing strategy. You can’t sell in the same way you always have. You have to prove the return on your actions at a higher level. And you are being forced to move from being a marketing generalist to a specialist. Through all this change, there is one thing we do know—the marketer’s role is changing rapidly. Add to that the disruption that’s happening in the accounting industry and the vision of your future role may be a bit foggy. What do you need to do to stay ahead of the game?
 
In this session we’ll discuss:
 
-       The disruptions happening in the accounting industry and how they impact marketing
-       How those same disruptions are changing the field of marketing
-       The rise of the Chief Growth Officer
-       The future of the marketing department
-       Steps to leading change
 
Firms that choose to embrace the changes that are coming will be the ones best positioned for success, as not all firms will survive this evolution. You are able to help lead your firm through these changes and secure your position as your firm’s trusted growth advisor.
 
NOTE: This session continues after lunch.


Thursday January 24, 2019 11:20am - 12:30pm PST
Surf D

11:30am PST

12:30pm PST

Lunch
Thursday January 24, 2019 12:30pm - 1:30pm PST
Exhibit Hall - Lagoon Ballroom (Front)

1:30pm PST

TAB Ignite/TED Talk III: Current Trends
Succession. Artificial intelligence. The accounting firm business model. Talent. As firm leaders, these are the disruptions and industry revolutions that are vastly changing the way our future looks, keeping us up at night grappling with strategies to navigate these challenges. Join Gary Shamis as he shares with you his map for navigating waters that aren’t nearly as rough as you think. This session will prepare you to think more strategically about the opportunities inherent in the change our industry faces… and help you get a good night’s sleep.

Speakers
avatar for Gary Shamis

Gary Shamis

President, Winding River Consulting, LLC
Leader. Speaker. Author. Change Agent. - Principal, Winding River Consulting (present) - National Strategy & Growth Advisor, BDO USA, LLP (2015-2017) - Senior Managing Director, SS&G, Inc. (2013-2014) - Co-Founder and Host, Winning is Everything Conference (2002-present) - Co-Founder... Read More →


Thursday January 24, 2019 1:30pm - 2:00pm PST
General Session - Lagoon Ballroom (Rear)

1:30pm PST

Marketing Breakaway III - The Marketer of The Future Part II: Develop Your Growth Plan & Measure Success
Picking up from the prior session, we’ll cover
 
-       What is a growth plan
-       How a growth plan works with a strategic plan and a marketing plan
-       KPIs used to measure success
 
Lead your firm through the change that’s occurring with a sound plan and put metrics in place to prove the impact of your actions. Change is hard, but it’s easier to manage with sound strategy and a solid plan.What determines a good KPI to measure in the evaluation of your website or marketing campaign? We will talk through ideas that apply for firms of varying sizes and websites with different goals and content.

Measuring the ROI from Digital efforts, paid or organic, is not as simple as being in the Red or Green. A proper analysis involves many data points and influencing factors, so let’s talk through them together!

Thursday January 24, 2019 1:30pm - 2:00pm PST
Surf D

1:30pm PST

Business Development Breakaway III - The Power of Pricing
In this practical, information-packed 2 hours, BDEs, marketing professionals, and CPA-firm partners unpack five big concepts within Michelle's Advanced Pricing MethodologySM. For each, you’ll learn the rationale behind it, and then discover multiple ways to leverage the power of pricing for your practice:
 
Key Concepts:
1. Certainty in Price
2. Never Price Alone
3. Your Firm’s Role in Clients’ Worth Perception
4. Revenue Models for CPAs & Consultants
5. Critical Price Variables

Attend this session and gain the competitive advantage:
• Explore the psychological and financial benefits when you provide tiered, 3-option pricing in advance.
• Learn how to bring more impactful, truly holistic approaches (can you say effective cross-selling?) to the majority of your new customers (and old) without seeming pushy.
• Discover keys to breaking out of the “just another vendor” role into a true business-advisor role, from day 1 of a client relationship.
• Change from firm-centric to customer-centric in your positioning for a more effective sales approach.
• Take away at least 5 different revenue models that your firm can use right away.
• Learn tips for better defining scope, in writing, to reduce the amount of work you write off, month after month.


Thursday January 24, 2019 1:30pm - 3:30pm PST
Surf C

2:00pm PST

The Convergence of Technology... The Impact on Your Firm
Technology is disrupting all professions, while providing CPAs great opportunities to expand into higher valued advisory and consulting services. Learn about the disruptive technologies and how their convergence is providing firms with a new platform to transform internally as well as lead clients through the digital and business transformation process. The “Wheel of Technology” will provide insights and competitive advantages to the firms willing to change mindsets, toolsets and skillsets. Technology impacts your ability to attract quality talent and clients. Ed Kless, co-host of The Sole of Enterprise will interview and collaborate with L. Gary Boomer on the vision, strategy and technologies leading firms are utilizing to transform.

Speakers
avatar for L. Gary Boomer

L. Gary Boomer

Boomer Consulting, Inc.
L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning; mindset... Read More →



Thursday January 24, 2019 2:00pm - 3:30pm PST
General Session - Lagoon Ballroom (Rear)

2:05pm PST

Marketing Breakaway IV: Human to Human #H2H: Learn to Speak Human, Share Human and Market Human
We’ve been trained to speak “business to business” (B2B) or “business to consumer” (B2C). But businesses and products do not have emotion. Humans do.

In Human to Human Marketing (#H2H), Bryan explores why and how communication needs to be adjusted around the world to exude simplicity, empathy and imperfection – in the same way humans are built. Through storytelling about his own experiences and as a standup comedian, he delivers lively impact with practical tools and steps you can use right now to connect with other humans and be better marketers, managers, sales people, and fellow members of the human race.

Key concepts include:

  • The Four Rules of Context in connecting your customer
  • Why the ‘Six Basic Human Brand Types’ are critical to connecting with your audience.
  • How Human Sensory Building will make you a better communicator
  • What a “Focker Moment” is and why you should embrace it
  • Creating a Balance of Trust between online marketing and real world relationships


Thursday January 24, 2019 2:05pm - 3:30pm PST
Surf D

3:30pm PST

Break
Thursday January 24, 2019 3:30pm - 4:00pm PST
Exhibit Hall - Lagoon Ballroom (Front)

4:00pm PST

How Well Do You Really Know Your Business Development Professionals?
Psychometric Assessments have been a mainstay in the recruiting arena for decades, but they haven’t always been used to their optimal capacity. In this interactive session, participants will learn the dos, and don’ts, of leveraging assessments to hire the best BD talent available. They will also understand how to best leverage these valuable tools to effectively manage their existing BD professionals to support their goals and growth success. All participants will leave the workshop with tools they can immediately put into practice in their organizations and will have the opportunity to complete a complimentary assessment to reinforce the value they bring to effective leadership!

Thursday January 24, 2019 4:00pm - 5:15pm PST
Surf C

4:00pm PST

Lateral Talent Acquisition
Whether it be finding a rainmaker, a service line and/or industry leader, or just a great client service or technical partner, free agency (recruitment of experienced lateral talent) is quickly becoming one of the profession’s top strategies for successful growth. In this session, CEO’s from some of the country’s most successful firms will share their first hand experiences in how they have successfully recruited lateral talent into their firm.

Speakers
avatar for Allan Koltin

Allan Koltin

CEO, Koltin Consulting Group
Koltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. Highly sought for his ability to engage and... Read More →


Thursday January 24, 2019 4:00pm - 5:15pm PST
General Session - Lagoon Ballroom (Rear)

4:00pm PST

CX for Modern CPA Firms: A Peek Into the 'Machine' Creating Next Generation Value for Clients
The client experience (CX) may seem complex and confusing. It doesn’t need to be. Using stories from E&Y, KPMG, Deloitte, RSM and the AICPA, the CX process will be simplified. You’ll learn how the lessons and approach from the big firms can supply you with knowledge and ideas to make CX a manageable competitive differentiator. The CX framework will be laid out so you can begin working toward it. Step-by-step instructions and helpful anecdotes that you can put to week immediately will be shared. Attendees will also receive down-to-earth digital manuals and simplified resources geared to help you begin to take action in your firm, on your own terms and timelines.

Thursday January 24, 2019 4:00pm - 5:15pm PST
Surf D

4:00pm PST

The Business Transformation Playbook - Playing Through the Line
How can firms build on their existing success by offering new, higher value services for clients? In this session, we’ll discuss the rapid technology evolution that is automating many of the traditional core services in the profession. We’ll also show you how to meet the changing demands of clients and build upon the compliance and transactional services your clients need to provide the proactive advice they really want and value. Learn how to move up the value chain.

Speakers
avatar for Arianna Campbell

Arianna Campbell

Director, Boomer Consulting, Inc.
As a consultant for Boomer Consulting, Inc., Arianna Campbell helps accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. She also facilitates the development and cultivation of future firm... Read More →


Thursday January 24, 2019 4:00pm - 5:15pm PST
Surf A

4:00pm PST

Growth Opportunities You Probably Never Considered
Join growth consultant Gale Crosley and her panel of forward thinking leaders as they share some of their best ideas across an array of growth-related topics.

Speakers
avatar for David Kottler

David Kottler

President, Life Insurance Doctor
David Kottler is a national speaker, author and entrepreneur who combines his legal and business experience with a passion for philanthropy. He earned his law degree from Cleveland State University while helping his family build Decatur Foods, a successful food distribution business... Read More →


Thursday January 24, 2019 4:00pm - 5:15pm PST
Surf B

5:15pm PST

 
Friday, January 25
 

7:00am PST

Breakfast
Friday January 25, 2019 7:00am - 8:00am PST
Exhibit Hall - Lagoon Ballroom (Front)

8:00am PST

Centers of Influence: The X Factor in Business Development
In today’s world, we’re hyper-connected, just one or two clicks away from virtually any decision maker or center of influence. But what determines our business development success isn’t the quantity of those connections. It’s the quality of the relationships we create. In professional services, relationships with key centers of influence can accelerate your results and help you earn more high-value clients. The core messages of this program include:
  • The key elements of high-value relationships.
  • The centers of influence you need to build to accelerate your BD opportunities.
  • Gaining access to those centers of influence, knowing what value to provide, and earning more traction with them.
  • Specific online and offline strategies that will grow your strategic relationships and influence. 

Friday January 25, 2019 8:00am - 9:15am PST
Surf C

8:00am PST

Upstream Mergers' Perspectives on M&A
This session will feature leaders of CPA firms who have merged “upstream” in the recent past. Their comments will range from decisions made initially to merge upstream to how they went about deciding on the proper accounting firm to merge with. Lastly, it will also include a look back perspective from each of the panelists identifying anything they might have done differently along the way, as well as a brief discussion on how the integration process has gone for their firm.

Speakers
avatar for Allan Koltin

Allan Koltin

CEO, Koltin Consulting Group
Koltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. Highly sought for his ability to engage and... Read More →


Friday January 25, 2019 8:00am - 9:15am PST
General Session - Lagoon Ballroom (Rear)

8:00am PST

The Strategy of Technology-centered Growth
Everyone’s gotten the memo that technology is rocking our world. The question is what to do about it. Join Gale for a spirited exploration of what your role should be to guide your firm leaders down the best paths, from them having no thoughts to commercialization of new services. You’ll get an inside look at firms successfully building a technology-centric growth model. We’ll explore the trends and discuss the waystations which will lead to the best strategies and programs to embrace this brave new world!

Friday January 25, 2019 8:00am - 9:15am PST
Surf D

8:00am PST

How to Drive a Consultative Mindset Using Behavioral Economics
With new technologies like AI and robotics changing core accounting services, so too is the demand for different types of accounting talent and skills. There is a critical need to drive a culture that focuses on developing technology and soft skills, as well as driving retention and engagement that can help accountants adapt. In this session, you will learn how to leverage behavioral economics to drive behavior change within your firm, and how you can use this approach to strengthen your role as strategic advisor to your clients. We will focus on: · What is Behavioral Economics? · How these theories can be applied and what it’s done for others · How you can use Behavioral Economics and Industrial & Organizational (I/O) Psychology to drive a broader consulting mindset within your firm’s employees


Friday January 25, 2019 8:00am - 9:15am PST
Surf A

8:00am PST

Leveraging Technology to Engage Talent (The New Army - mindsets, skills, technology, & strategy)
The need to engage the best of the best talent is not a luxury any longer, it is a requirement if you want to win the war on talent. In this session we will specifically explore the technologies that are required to pull the next generation into our firm, and then glue them to their seats! We will explore the common, and much less common forms of technology that are needed to truly recruit, motivate and engage our next gen, and we might just be surprised that technology is not about "age" and it will flow through the entire firm.  

Speakers
avatar for Sandra Wiley

Sandra Wiley

President, Boomer Consulting, Inc.
Sandra Wiley, President of Boomer Consulting, Inc., has been lauded for her industry expertise in human resources and training. She is often called the “goto person” for solutions to the profession’s staffing crisis, citing her wise advice on hiring – and keeping – employees... Read More →


Friday January 25, 2019 8:00am - 9:15am PST
Surf B

9:30am PST

Building a Thriveable "Sales" Function
Sales are at the core of CPA firm growth. Your past sales have gotten your firm to where it is today, but you are most concerned about what they will look like in the future. This session will look at how to build a successful sales engine, what the players look like, and the best short and long-term processes for this function to thrive at your firm. We will shine a light on topics such as the culture necessary for business developers to succeed, director and senior manager engagement, pipeline management, breaking down silos, sharing successes internally, accountability and much more. Don’t leave sales to chance. Improve the way you manage the process, and you’ll increase your personal and firm-wide win rate.

Friday January 25, 2019 9:30am - 10:45am PST
Surf C

9:30am PST

Acquirers' Side Perspectives on M&A
Are you looking to expand your firm's geographic reach? Maybe you'd like more market visibility. Perhaps you've been considering a merger or acquisition. But, how do you identify a good candidate? What attributes define a good match? How do you ensure a successful integration? What other variables are there to consider? This session features firm leaders that have been active in the area of CPA firm mergers and acquisitions. Sharing with you their insight into the complex process of merging or acquiring, our panelists represent firms of different sizes, geographies and service areas. Join them as they share the pitfalls they've encountered, the trials they've overcome and the successes they've celebrated.Are you looking to expand your firm's geographic reach? Maybe you'd like more market visibility. Perhaps you've been considering a merger or acquisition. But, how do you identify a good candidate? What attributes define a good match? How do you ensure a successful integration? What other variables are there to consider? This session features firm leaders that have been active in the area of CPA firm mergers and acquisitions. Sharing with you their insight into the complex process of merging or acquiring, our panelists represent firms of different sizes, geographies and service areas. Join them as they share the pitfalls they've encountered, the trials they've overcome and the successes they've celebrated.

Speakers
avatar for Allan Koltin

Allan Koltin

CEO, Koltin Consulting Group
Koltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. Highly sought for his ability to engage and... Read More →


Friday January 25, 2019 9:30am - 10:45am PST
General Session - Lagoon Ballroom (Rear)

9:30am PST

Artificial Intelligence in Marketing - The Future is Now
In this session learn what Artificial Intelligence (AI) is and how you can start leveraging it in your marketing practice. By incorporating AI into your marketing, you will have the ability do more with the data you already have, contribute more to your firm’s bottom line and save time in your daily routine. Find out what other industries are doing with AI and how it translates to accounting marketing. We will explore primary use cases, the current limitations of AI and if AI can really replace marketers. By the end of the session you’ll walk away with some real action items on where to start with AI to stay relevant, because the future is now.

Friday January 25, 2019 9:30am - 10:45am PST
Surf D

9:30am PST

Outsourcing - a Leveraged Alternative
Outsourcing technology comes in many forms but brings it’s own set of opportunities and challenges.  In this session we will deconstruct an outsourcing technology strategy that leverages new technology paradigms,  as well as explore advantages to be gained and identifying the pitfalls to avoid.

Speakers
avatar for Marc Staut

Marc Staut

Principal & Consultant, Boomer Consulting, Inc.
Marc Staut is a Principal & Consultant at Boomer Consulting, Inc., he helps to meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. He feels that, “Technology should be an enabler – something... Read More →


Friday January 25, 2019 9:30am - 10:45am PST
Surf A

9:30am PST

Data Analytics... What Leaders Need to Know (Strategy - Resources - Revenues)
Data Analytics continues to be one of the hottest technology trends around. In this session we will jump start your knowledge of what Data Analytics is and isn't, what it can and can't do, and most importantly how you can change the way you think about data to prepare your Firm and your clients to take advantage of the Data Revolution! 

Speakers
avatar for Amanda Wilkie

Amanda Wilkie

Consultant, Boomer Consulting, Inc.
Amanda Wilkie, Consultant at Boomer Consulting, Inc., has a computer science background, but she’s not your average geek. With two decades of technology experience, Amanda has spent 13 years driving change and process improvement through innovative technology solutions working across... Read More →


Friday January 25, 2019 9:30am - 10:45am PST
Surf B

10:45am PST

Break
Friday January 25, 2019 10:45am - 11:15am PST
Exhibit Hall - Lagoon Ballroom (Front)

11:15am PST

Leave the Conference with a Leveraged Strategy - Ask Us Anything
Speakers
avatar for Allan Koltin

Allan Koltin

CEO, Koltin Consulting Group
Koltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. Highly sought for his ability to engage and... Read More →


Friday January 25, 2019 11:15am - 12:30pm PST
Surf C

11:15am PST

Joint Marketing/ BD Problem Solving Roundtable: The Marketer as a Strategic Planner and Career Paths: How to Retire as a Growth Professional in a CPA Firm
(Joint with BD track) Over the past few years, we have just started to see our peers retire from their marketing and BD roles. As a still relatively new profession, the path to retirement for us is not clear. Many growth professionals receive their last promotion well before retirement is even a consideration. How do we stay motivated to keep learning and delivering without that carrot? How and when do we begin to plan for retirement? What is our role in helping secure our successor to ensure the firm continues to thrive? Join this roundtable discussion to talk about that final career path…what it looks like, what’s your role and when it begins. And bring your own questions to solicit insight from your peers.  

Friday January 25, 2019 11:15am - 12:30pm PST
Surf D

11:15am PST

Leave the Conference with a Leveraged Strategy - Ask Us Anything
Speakers
avatar for Gary Shamis

Gary Shamis

President, Winding River Consulting, LLC
Leader. Speaker. Author. Change Agent. - Principal, Winding River Consulting (present) - National Strategy & Growth Advisor, BDO USA, LLP (2015-2017) - Senior Managing Director, SS&G, Inc. (2013-2014) - Co-Founder and Host, Winning is Everything Conference (2002-present) - Co-Founder... Read More →


Friday January 25, 2019 11:15am - 12:30pm PST
Surf A

11:15am PST

Leave the Conference with a Leveraged Strategy - Ask Us Anything
Speakers
avatar for L. Gary Boomer

L. Gary Boomer

Boomer Consulting, Inc.
L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning; mindset... Read More →


Friday January 25, 2019 11:15am - 12:30pm PST
Surf B