Conference Materials

The Advisory Board thanks you for going green!

  Welcome Letter

  Conference Agenda 2017

  2017 CPE Form

  2017 Pre-Conference Evaluation Form

  2017 Conference Evaluation Form

More About our Sponsors:

    1st Global


    Allinial Global

    Audit Analytics

    BDO Alliance USA

    Canon USA

    ClearView Social

    PKF International

    The Life Insurance Doctor


    Winding River Consulting

    Wolters Kluwer



    Hot Topics: 24 Tips and Tricks for the Cutting-edge Firm (Shamis)

    The Marketing Team of the Future (Smith)

    Taking referral Relationships to the Next Level (Kaplan)

    We Win When our People Grow: Rethinking Learning and Development/Building & Growing Winning Teams: New Practices for Team Building (Ishida)

    Building Your Marketing Technology Stack (Justeson/Lacher/Seitz)

    Good Questions Sell Better Than Great Answers (Reesman)

    Why Presentations Stink and What You Can Do About Yours/People Will Talk. What Will They Say About You? (Katz)

    Leveraging Your International Network (Thomas)

    Objections? What Objections? The Art and Science of Overcoming Them (Harrison)

    Metrics that Matter: Insights From the 2016 INSIDE Public Accounting Survey & Analaysis of Firms (Platt)

General Session:

    Building a High Performance Culture (Shapiro)

    State of the Industry (Christen)

Concurrent Session I:

    The Future of HR is Now: Inclusion, Continuous Performance Improvement A New Service LIne Model (Diaz)

    Using Lean Six SIgman to Transform Performance (Hostetler/Page)

    What LIfe Insurance Companies Won't Tell You and Every CPA Should Know (Kottler/Gottesman)

    Brining Innovation to Prospect + Client Experiences (Moore/Ludmer)

    Marketing's Role in Innovation (Bang/Roxbury)

  Concurrent Session II:

    The Future of HR is Now: Briding Employee Engagement, Learning & Development, Succession (White)

    Growing into an International Firm: SLow Boat to China or Fast Jet Around the World? (Crosley)

    Advisory Services: The Technology Required (Staut)

    Get Social to Sell More: Using LInkedIn to Improve Sales Performance (Hopkins)

    From Prospecting to Onboarding: How Marketing Adds Value to the M&A Process (Metzger)

  Concurrent Session III:

    Building Culture, Uniting Teams and Improving Engagement (Sperduto/Delp)

    Personality Sells: Understanding Yourself & Others to Increase Sales and Profitability (Eisenach)

    Looking Forward: Digital Trends + Emerging Media Opportunities (Manchee)