Agenda

January 18, 2012 12:00 pm

Pre-Conference Registration Begins
January 18, 2012 1:00 pm

Super Stars Preconference: “The Secrets of Innovation”

Ray Leach, JumpStart, Inc.

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January 18, 2012 1:00 pm

Rising Stars Preconference: The Rainmaker Academy Workshop

The Value of Growth, Building a Personal Development Culture & The Power of Pyramid

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January 18, 2012 2:15 pm

Session Break
January 18, 2012 2:30 pm

Super Stars Pre-Conference: “Innovation Factory”

Led by Rebecca Ryan of Next Generation Consulting and featuring ideas from all attending firms

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January 18, 2012 2:30 pm

Rising Stars Preconference: The Rainmaker Academy Workshop

Differentiating Yourself, FiveStar Client Service & Branding Through Teamwork

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January 18, 2012 3:45 pm

Session Break
January 18, 2012 4:00 pm

Super Stars Pre-Conference: “Technology and Innovation”

Jim Boomer, CIO/Senior Consultant/Shareholder, Boomer Consulting

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January 18, 2012 4:00 pm

Rising Stars Preconference: The Rainmaker Academy Workshop

Attracting the Larger Clients & Communications that Close the Sale

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January 18, 2012 5:30 pm

Rising Stars Preconference: The Rainmaker Academy Workshop

Pricing for Maximum Profit and Client Acceptance

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January 18, 2012 6:00 pm

Pre-Conference Cocktail Reception
January 19, 2012 7:00 am

Winning Is Everything Breakfast and Registration Begin
January 19, 2012 8:00 am

Welcome and Introduction

Allan Koltin, President & CEO of PDI Global

January 19, 2012 8:30 am

“Leading Change – 8 Steps to Successful Transformation”

Tom Flick, Former NFL Quarterback, Business Expert & Consultant

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January 19, 2012 9:30 am

Morning Break and Exhibit Viewing
January 19, 2012 10:00 am

“Now & Next: The Advisory Board Update”

Gary Shamis, Managing Director of SS&G Financial Services, Allan Koltin, President & CEO of Koltin Consulting, Inc., Gary Boomer, CEO of Boomer Consulting Inc. and Rebecca Ryan, Founder of Next Generation Consulting, Inc.

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January 19, 2012 11:30 pm

Lunch
January 19, 2012 12:30 pm

Concurrent Breakout Session I

Panel and Roundtable Discussions Led by Gary Boomer, Allan Koltin, Gary Shamis and Rebecca Ryan

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January 19, 2012 2:00 pm

Concurrent Breakout Session II

Panel and Roundtable Discussions Led by Gary Boomer, Allan Koltin, Gary Shamis and Rebecca Ryan.

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January 19, 2012 3:30 pm

Afternoon Break and Exhibit Viewing
January 19, 2012 4:00 pm

Concurrent Breakout Session III

Educational sessions presented by our conference Co-Sponsors on a variety of practice-management topics.

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January 19, 2012 5:30 - 7:00 pm

Cocktail Reception
January 20, 2012 7:00 am

Continental Breakfast
January 20, 2012 8:00 am

“Best Practices: The CEO Panel”

Moderator: Allan Koltin of Koltin Consulting, Inc.
Panelists: Charlie Hahn, Managing Principal, Baker Newman Noyes Bob Glaser, Chairman of the Board, Freed Maxick & Battaglia Steve Mayer, Founder and CEO, BPM Accountants & Consultants

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January 20, 2012 9:30 am

Morning Break and Exhibit Viewing
January 20, 2012 10:00 am

The Advisory Board Hall of Fame Induction

2012 Inductee: To be Announced

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January 20, 2012 10:30 am

“State of the Profession Panel”

Moderator: Bill Carlino, Editor-in-Chief of Accounting Today Panelists: Bob Bunting, Former Chair of the AICPA & IFAC, Current Chair of International Services Group, Moss Adams David Maister, Author and Authority on Professional Service Firms Jim Metzler, VP of Small Firm Interests, AICPA

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January 20, 2012 11:30 am

“Market Conditions Don’t Determine Growth… You Do”

Mark King, CEO of TaylorMade-Adidas

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