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Concurrent Session I

January 19, 2017, 1:45pm–3:00pm


M&A Track

Buyers Perspectives on M&A

Presented by Allan Koltin, Andy Armanino, Joseph Kask, & Don Murphy

This session will feature firm leaders that have been active in the area of CPA firm mergers and acquisitions. This will cover everything from identifying potential acquisition candidates to successful integration once the deal has been struck. The panelists will include firms of different sizes, geographies and service areas.

HR Track

The Future of HR is Now: Inclusion, Continuous Performance Improvement, A New Service Line Model

Presented by Claudio Diaz

We all say “our differentiation is our people”, but in order for that distinction to work, our people processes need to be performing powerfully. Gone are the days when accounting firms could solely rely on their brand to recruit and retain top talent and/or delight their clients. Both stakeholder groups expect firm leadership to do all they can to fine tune the processes that matter most. Claudio Diaz will leverage over two decades of HR experience to help you hardwire these key facets of your associate value proposition and stay light years ahead of your competition: · Innovation through Inclusion · Pride in Performance · Client Loyalty. (yes the period is intentional)

Performance Enhancement

Using Lean Six Sigma to Transform Performance

Presented by Dustin Hostetler, & Cody Page

Leading CPA firms know that maintaining the status quo means falling behind. In this session participants will learn how the powerful Lean Six Sigma concepts are propelling firms to achieve: - Greater gains in efficiency and effectiveness - Freed up time to play "above the line" at a higher level of value for clients - Better leveraging of resources and growth opportunities The session will be both interactive and case-study oriented.

Advisory Services Track

Advisory Services: What it Takes to Play

Presented by L. Gary Boomer, Gale Crosley, Marc Staut, & Sandra Wiley

The fastest growing area in the largest firms is advisory services. Learn from our expert panel about what it takes to play in the areas of leadership, talent, niche markets, and lean process. Should you sell tickets and then produce the show or build it they will come? Learn from our expert panel about what your leading peers are doing.

Technology Track

What Life Insurance Companies Won't Tell You and Every CPA Should Know

Presented by David Kottler, & Geoffrey Gottesman

Who wants to talk about life insurance? You do! Life insurance is a critical asset for many of your clients. Unfortunately, they are seriously underserviced in this area. More than 70% of polices in existence today do not have an associated active agent and more than 90% of policies sold do not last till maturity, wasting your clients’ hard-earned dollars. David Kottler, “The Life Insurance Doctor,” will show you how to offer insurance reviews to better serve your clients, differentiate your practice, grow your bottom line, and improve client retention and acquisition. This session is a must for the CPA who wants to grow their practice but has little time or resources to do so. .

AAM Executive Level Marketing Track

Marketing's Role in Innovation

Presented by Derek Bang

Innovation is a hot word today. It can happen anywhere. Take any format. Be an entirely new service or an existing service delivered in a new way. This session will look at how marketing can be involved in the innovation process from identifying opportunities to packaging and differentiation to market roll-out. Innovation will spur growth in this industry for years to come. Come learn how you can help drive new revenue within your firm.

AAM Business Development Track

Bringing Innovation to Prospect + Client Experiences

Presented by Scott Moore, & Chuck Ludmer

Nationwide, accounting firms are moving away from the traditional compliance focus to more innovative, advisory-oriented approaches to new client pursuits and existing client engagements. Most agree that it is a necessary shift in order to be more valuable and distinctive in an increasingly competitive marketplace. However, in reality, many firms struggle to consistently deliver a collaborative client experience that truly engages the client in the process of addressing strategic challenges.Take a deep dive in this session with a select few innovative firms that are leading the movement from compliance to a collaborative advisory “sales” approach. You will gain fresh ideas from their unique application of collaborative processes, advisory techniques, and even physical spaces, to create unique and memorable experiences for their clients.