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Concurrent Session III

January 25, 2019, 9:30am–10:45am


Talent Track

Connecting & Collaboration

Presented by David Kottler, & Gale Crosley

Technology Track

Data Analytics...what leaders need to know (Strategy - Resources - Revenues)

Presented by Amanda Wilkie

Growth/Mergers & Acquisitions Track

Acquirers' Side M&A

Presented by Allan Koltin

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.

Executive Level Marketing Track

Artificial Intelligence in Marketing - The Future is Now

Presented by Jennifer Cantero

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.

Business Development Track

Building a Thriveable "Sales" Function

Presented by Dean Quiambao

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.