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2012 Conference Hours:
Mon, Jun 4, 8:20am-4:50pm
Tue, Jun 5, 8:20am-3pm

2012 Free Show Hours:
Mon, Jun 4, 10am-4pm
Tue, Jun 5, 10am-4pm

Featured Sponsor:

Show Management:
Flagg Management Home Page

 

Conference Program

2012 California Accounting & Business Show & Conference
The 28th annual largest meeting of CPAs in California each year.

Information below from last year - check back for 2012

Day One, Monday, June 6

Conference registration and coffee services 7:30-8:20 am
2nd floor Conference Complex - take stairs or elevator to ‘2’

General Session (2 CPE Credits)

Session 1 ~ 8:20-10 am - 2nd floor LAX Hilton Conference Session Room
Putting New Accounting Technology to Work. A look at iPads, Mobile Computers. Predictions for the Year. Rick Will Keep You Up to Date on Accounting and Technology.

The 2011 review of new business and accounting systems, iPads, mobile computers. New time-saving, money-saving ideas to use right now. Predictions from last year. Predictions for this year. Plan to attend this popular session.

Exhibits Open 10 am - 4 pm
CPE sessions will have scheduled breaks to see the exhibits in 3 halls: International, Pacific and Plaza on the lower level. Exclusive show viewing time 10-11 am.

Cash lunch service in the exhibits 11 am-2 pm
Plaza exhibits, lower level of the LAX Hilton.

General Session (1 CPE Credit)

Session 2 ~ 11-11:50 am - 2nd floor LAX Hilton Conference Session Room
Four Trends that Will Affect the Accounting Profession
Over the Next Decade.

  • Jill Ward, Senior Vice President and General Manager, Accounting Professionals Division, Intuit Inc.

  • Steve King, Partner, Emergent Research, Lafayette, CA

Want to gaze into the crystal ball to see what trends will affect your practice over the next ten years? Jill Ward and Steve King will cover four major trends that will shape the accounting profession during the next decade. Based on research that Intuit did with Emergent Research about demographic, social, economic, and technological trends, each participant will receive a copy of the “Intuit 2020 – The Future of the Accounting Profession” report, as well as insights on how to prepare your firm for the future.

Session 3 ~ 12-1:20 pmBreak in the exhibit hall. Exclusive show viewing time to see the exhibits in 3 halls: International, Pacific and Plaza on the lower level. Cash lunch service in the exhibits Plaza exhibits, lower level of the LAX Hilton.

Concurrent Sessions - Select one of two (2 CPE credits)

Session 4 ~ 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
Information Security Update 2011

  • David Cieslak, CPA.CITP, GSEC, Principal, Arxis Technology, Inc., Simi Valley, CA

IT Security is a challenging and volatile landscape of constantly emerging threats. Important today is safe-guarding an organization’s critical data and systems – especially as more users move to the cloud, looking to connect everywhere, all the time. What are the latest security threats? How can current products and strategies help address and mitigate these risks? This session explores the latest IT security trends and threats and outlines essential steps all users should take. Ensure your systems and data are fully protected. Keeping data secure in the cloud. Mobile devices. Data encryption. Current scams. Social media concerns. Data backups, and Windows 7 security.

Session 5 ~ 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
X+Y=$ Attracting Gen X and Y Clients and Staff to Build
a Profitable Future.

  • Scott Fleszar, VP, Strategic Marketing, Tax & Accounting, Thomson Reuters

Demographic shifts across the tax and accounting profession have created significant generational gaps in staff and client bases. The rules are changing. In just a few short years, the profession will rely heavily on Gen X and Gen Y clients and staff, those under the age of 45, for business success. Preparation is key and the time is now. This session will show you how technology, communication channels, marketing messages, shifting to professional services vs. computation services, and firm branding will all play a critical role in attracting the Gen X and Gen Y crowd.

Session 8 ~ 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
New this year. Free Walking Tours on the Show Floor, Both Days, conducted by Greg LaFollette

  • Gregory L. LaFollette, CPA.CITP, Executive Editor, TheTechGap.com, Host, Accounting Tech Online Webcasts

Live on the Show floor, a Walking Tour to a select group of exhibitors to provide drilldown information from exhibitors about their technology, their systems and how they work. Must sign up in advance for these sessions. Greg LaFollette will have a brief orientation at the beginning of the Walking Tour and a wrap-up at the conclusion of the Walking Tour. Session room to be determined.

3-4 pm  Break in the exhibits – exclusive show viewing time - Plaza level, lower level of the LAX Hilton. Show concludes at 4 pm.

Concurrent Sessions - Select one of two (1 CPE credit)

Session 6 ~ 4-4:50 pm - 2nd floor LAX Hilton Conference Session Room
iPad Applications for the Modern CPA

  • Adrian Stern, CPA, Clumeck, Stern, Phillips & Schenkelberg, Encino, CA

Apple has sold over 18 million iPads since they were introduced in May of 2010. Put your iPad to work now with smart iPad apps to connect, manage, and stay in touch with clients, office, colleagues, friends. Adrian has a whole menu of iPad apps useful for your business.

Session 7 ~ 4-4:50 pm - 2nd floor LAX Hilton Conference Session Room
Cloud Computing for CPA and Client Business.

  • Doug Sleeter, President, The Sleeter Group, Inc., Pleasanton, CA

Put Cloud Computing to work in your CPA practice and your client business. How to automate business processes for your small business clients. Cloud Computing can provide alternatives for day-to-day processes. Accounts Payable and Accounts Receivable management, electronic payments, ecommerce, financial dashboards, travel and expense management, time and project tracking and more. Change your clients processes and streamline your collaboration between the firm services and clients.

Conference concludes at 4:50 pm.

2011 Tax and Accounting Technology Innovation Awards
Sponsored by The CPA Technology Advisor

Mon, June 6, 4-6:30 pm in a reception location to be designated within the LAX Hilton Hotel. Each year, a total of five awards are awarded based upon nominations received. Exhibitors are invited to attend this 8th Annual reception and award presentation.

Day Two, Tuesday, June 7

Conference registration and coffee services 7:30-8:20 am
2nd floor Conference Complex – take stairs or elevator to ‘2’

General Session (2 CPE Credits)

Session 10 ~ 8:20-10 am - 2nd floor LAX Hilton Conference Session Room
What’s New Accounting Technology – From iPads to Cloud Computing.

Erik Asgeirsson, CEO of CPA2Biz, Inc., will present the results of recent survey research on accounting firm technology across all areas of practice – tax, accounting services, audit, and the most popular emerging trends. What are best practices firms doing to leverage productivity and profit margins? This session will highlight how a firm's transition to a cloud-based service delivery platform can lead to higher-value services. He will discuss how to increase client retention, improve firm workflows and realization rates. How to specialize your practice in client industry verticals, better serve multi-location clients, and establish a competitive advantage over other firms. Hear first-hand from a panel of CPAs and solution providers.

Exhibits Open 10 am - 4 pm
CPE sessions will have scheduled breaks to see the exhibits in 3 halls: International, Pacific and Plaza on the lower level. Exclusive show viewing time 10-11 am.

Cash lunch service in the exhibits 11 am-2 pm
Plaza exhibits, lower level of the LAX Hilton.

General Session (1 CPE Credit)

Session 11 ~ 11-11:50 am - 2nd floor LAX Hilton Conference Session Room
Mobile Computing for CPAs and Your Clients: How to Embrace
this New Technology.

  • Jon Baron, President, Professional Tax & Accounting, Thomson Reuters, Dexter, MI

iPads. iPhones. Portals. Cloud. Remote Computing. New technology is available now to serve your CPA practice and your client business. It’s important to embrace this technology in your day-to-day operations. How to increase your productivity and serve your clients better with instant communications, remote access to networks, client portals, active firm websites and more, and putting this new technology to work.

Session 12 ~ 12-1:20 pmBreak in the exhibit hall. Exclusive show viewing time to see the exhibits in 3 halls: International, Pacific and Plaza on the lower level. Cash lunch service in the exhibits Plaza exhibits, lower level of the LAX Hilton.

Concurrent Sessions - Select one of two (2 CPE credits)

Session 13 ~ 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
Overcoming Challenges Surrounding Data Exchange and Data Collaboration with QuickBooks Clients.

  • Randi Sorenson, CPA, CFE, President, Sorenson Business Consulting, Inc.

Chances are you have clients who use QuickBooks. One of the biggest challenges reported by accounting professionals today is how to effectively collaborate with clients who use QuickBooks, and how to efficiently share data files with them. This fastpaced course will equip you with the knowledge you need to make the process seamless and street-free, and will examine the different options you have to address the many situations that can arise. We will also teach you the tools you can use to efficiently clean up your client’s data, and make adjusting entries at period end, using Intuit QuickBooks Accountant 2011.

Session 14 ~ 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
Raising the Bar on Audit Efficiency, Compliance and Accuracy Using CCH’s Knowledge Coach and Knowledge Tools.

  • Devin Houlihan, CPA, National Account Manager, CCH, a Wolters Kluwer business

This session focuses on methods for streamlining the entire audit process, from risk-based planning through final sign-offs, that can drive dramatic improvements in efficiency, compliance and accuracy on audit engagements. You will learn how to use the latest tools available to quickly build a risk-based audit plan based on the latest audit standards, how to guard against over and under-auditing, and how to eliminate redundant 00ciencies.

Session 17 ~ 1:20-3 pm - 2nd floor LAX Hilton Conference Session Room
New this year. Free Walking Tours on the Show Floor, Both Days, conducted by Greg LaFollette

  • Gregory L. LaFollette, CPA.CITP, Executive Editor, TheTechGap.com, Host, Accounting Tech Online Webcasts

Live on the Show floor, a Walking Tour to a select group of exhibitors to provide drilldown information from exhibitors about their technology, their systems and how they work. Must sign up in advance for these sessions. Greg LaFollette will have a brief orientation at the beginning of the Walking Tour and a wrap-up at the conclusion of the Walking Tour. Session room to be determined.

Concurrent Sessions - Select one of two (1 CPE credit)

Session 15 ~ 4-4:50 pm - 2nd floor LAX Hilton Conference Session Room
The Apple Ipad: Putting It to Work In Your Tax and Accounting
Practice and Staying in Touch with Your Clients and Your Office.

Accounting and tax professionals face a rapidly changing world with the Apple iPad. Over 15 million iPads have been sold during the first 9 months on the market, more than any other table PCs combined. Greg will review putting the iPad to work, and the effects of this latest technology marvel for your clients and your daily activities.

Session 16 ~ 4-4:50 pm - 2nd floor LAX Hilton Conference Session Room
Managing Client Expectations: Market Volatility and
Investor Psychology.

  • Al Prentice, CFP, Vice President, Business Management Services, 1st Global

The volatility of markets over the past three years has impacted on investor psychology. Managing client expectations in these uncertain times is an opportunity for CPAs to provide services for their substantial investor clientele. Wealth management programs can assist in your role as advisor, counselor and fiduciary consultant.

CPE program concludes at 4:50 pm. Show concludes at 4 pm.

Flagg Management Inc is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint and refund, please contact Flagg Management at 212-286-0333 or online at flaggmgmt@msn.com.

Program and Speakers subject to change.

Flagg Management, Inc - 353 Lexington Ave, New York, NY 10016 - Tel. (212) 286-0333  Fax (212) 286-0086 - flaggmgmt@msn.com