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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)
  General Session

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)
  General Session

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)
  General Session

4:00pm PST

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

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)
  General Session

5:45pm PST

WiE Opening Cocktail Reception
Wednesday January 23, 2019 5:45pm - 7:15pm PST
Exhibit Hall - Lagoon Ballroom (Front)
  General Session
 
Thursday, January 24
 

7:00am PST

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

8:30am PST

Welcome and Opening
Thursday January 24, 2019 8:30am - 8:45am PST
General Session - Lagoon Ballroom (Rear)
  General Session

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)
  General Session

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)
  General Session

10:45am PST

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

11:15am PST

Hall of Fame Honoring Andy Armanino
Thursday January 24, 2019 11:15am - 11:30am PST
General Session - Lagoon Ballroom (Rear)
  General Session

11:30am PST

Go Beyond Today's Profession
Thursday January 24, 2019 11:30am - 12:30pm PST
General Session - Lagoon Ballroom (Rear)
  General Session

12:30pm PST

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

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)
  General Session

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)
  General Session

3:30pm PST

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

5:15pm PST

Cocktail Reception
Thursday January 24, 2019 5:15pm - 6:45pm PST
Exhibit Hall - Lagoon Ballroom (Front)
  General Session
 
Friday, January 25
 

7:00am PST

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

10:45am PST

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