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2012 Conference Hours:
Wed, May 2, 8am-4:50pm
Thu, May 3, 8am-4:50pm

2012 Free Show Hours:
Wed, May 2, 10am-4pm
Thu, May 3, 10am-4pm

Show Management:
Flagg Management Home Page

 

Conference Program

2012 Accounting Technology New York Show & Conference
The 4th annual largest meeting of accounting professionals in New York each year.

Information below from last year - check back for 2012


DAY ONE - WEDNESDAY, MAY 4


7:30-8:00 am - Conference registration and coffee services
18th floor Conference Ballrooms, Hotel Pennsylvania, connected to Penn Plaza Pavilion, on the 1st and 2nd floors by elevators that connect to the 18th floor Conference.

8:00-9:40 am - General Session (2 CPE Credits)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 1: Putting New Accounting Technology to Work. A look at iPads, iPhones, mobile computers. Predictions for the year. Predictions from last year. Rick will keep you up to date on accounting and technology.
Dana ‘Rick’ Richardson, CPA, CITP, Richardson Media & Technologies, Canton, CT

The 2011 review of new business and accounting systems, iPads, iPhones, 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 Exclusive show viewing time 10-11 am.
Free Coffee Service. CPE sessions will have scheduled breaks to see the exhibits in the Penn Plaza Pavilion.

11:00-11:50 am - General Session (1 CPE credit)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 2: Four Trends That Will Affect the Accounting Profession over the Next Decade.
Steve Blundell, CPA, Accountant Customer Advocate and Partner Relations Manager, Intuit Inc.
Steve King, Partner, Emergent Research
Moderator: Bill Carlino, Editor-in-Chief, Accounting Today

Gaze into the crystal ball to see what trends will affect your practice over the next ten years? This session 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.

12:00 noon - 1:20 pm – Break in the exhibit hall to see the exhibits.

Session 3: Exclusive show viewing time.

1:20-3:00 pm - Concurrent Sessions - Select one of two (2 CPE credits)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 4: Putting New Accounting Technology to Work in Your Own Practice.
James C. Bourke, CPA. CITP, Partner, WithumSmith+Brown, PC, Red Bank, NJ

Jim Bourke is the past president of the New Jersey Society of CPAs and was recently named one of the 100 top accounting professionals in Accounting Today. Jim is a frequent speaker at national conferences. Jim will cover accounting technology in small and mid-sized firms to increase your productivity for your firm and your client operations.

Session 5: 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.

3:00-4:00 pm - Break in the exhibit hall to see the exhibits.
Exclusive show viewing time.

4:00-4:50 pm - Concurrent Sessions - Select one of two (1 CPE Credit)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 6: The Apple iPad: Putting it to work in your tax and accounting practice and staying in touch with your clients and your office.
Gregory L. LaFollette, CPA.CITP, Executive Editor, TheTechGap.com, Host, Accounting Tech Online Webcasts.

The Apple iPad is changing the way we communicate. Over 15 million iPads have been sold during the first 9 months on the market, more than any other PCs combined. Putting the iPad to work. What new apps for accounting and business. Consider the iPad to stay in touch with your clients and your office.

Session 7: Disaster Recovery and Back-up for Accounting Professionals. What would happen if a tsunami struck?
Armando D’Accordo, President, CMIT Solutions of South Nassau, Merrick, NY

What would happen to your business in a hard drive failure, accidental error, theft, fire, flood, electric blackout, or tsunami? Do you have a disaster recovery plan? Do you back up your data? Do you properly encrypt and protect your client’s personally identifiable data? Proper planning is not only essential for protecting your business; it is now a compliance requirement your professional practices. 25% of businesses fail after a major disruption.

4:00 pm - Show concludes Day One

4:50 pm - Conference concludes Day One

Program and speakers subject to change.


DAY TWO - THURSDAY, MAY 5


7:30-8:00 am - Conference registration and coffee services
18th floor Conference Ballrooms, Hotel Pennsylvania, connected to Penn Plaza Pavilion, on the 1st and 2nd floors by elevators that connect to the 18th floor Conference.

8:00-9:40 am - General Session (2 CPE Credits)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 10: What’s New in Accounting Technology – From iPads to Cloud Computing.
Erik Asgeirsson, President and CEO, CPA2Biz, Inc., New York, NY

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 Exclusive show viewing time 10-11 am.
CPE sessions will have scheduled breaks to see the exhibits in the Penn Plaza Pavilion.

11:00-11:50 am - Concurrent Sessions - Select one of two (1 CPE credit)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 11: 10 Important Benefits of Cloud Computing.
Chandra Bhansali, President, AccountantsWorld, Hauppauge, NY
Moderator: Rick Telberg, President, CEO, Bay Street Group LLC

Cloud Computing is a powerful technology to reduce your cost and increase the productivity of your computer operations remotely. Learn 10 important benefits of Cloud Computing to manage your practice and your clients operations.

Session 12: Putting the Internet and Social Networking to Work to Reach New Clients and prospects.
Gail A. Perry, CPA, Author, AccountingWEB Editor-in-Chief

The Social Network was nominated for the 2011 Academy Awards and the business public is using social networks now. Learn how to increase your business using the Internet and social networking. Learn about Facebook, tweets, blogs and how to put them to work in your practice.

12:00 noon - 1:20 pm – Break in the exhibit hall to see the exhibits.
Exclusive show viewing time.

Session 13: Exclusive show viewing time.

1:20-3:00 pm - Concurrent Sessions - Select one of two (2 CPE Credits)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 14: Overcoming Challenges surrounding Data Exchange and Data Collaboration with Quick- Books Clients.
Eileen Dunn, CPA, PC, President, Itsa Solution, Inc., Islandia, NY

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 fast-paced course will equip you with the knowledge you need to make the process seamless and stress-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 15: Raising the Bar on Audit Efficiency, Compliance and Accuracy using CCH’s Knowledge Coach and Knowledge Tools.
Brian Friedman,
CPA, CITP, Acct Mgr ProSystem fx Office, CCH, a Wolters Kluwer business
Dawn M. LaVanway, CPA (inactive), Audit & Accounting NE Division Mgr,
  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 and non-value added tasks that weigh down an audit and create inefficiencies.

4:00 pm - Show concludes

4:00-4:50 pm - General Session (1 CPE credit)
18th floor, Hotel Pennsylvania, Conference Session Room

Session 16: How to Sell Your Business. Valuations. Finding Prospective Buyers.
Max T. Krotman, J.D., Managing Partner, Globalforce International Inc., Melville, NY

When you decide to sell your business, learn how to value your practice accurately, and how to maximize value. How to grow your business through acquisition, continue your business with a partner; or leave your business in a sales and payout option. Find out your options if you are looking to make a change in your business.

4:50 pm - CPE program concludes

Program and speakers subject to change.


CPE INFORMATION


New York State CPE Credit Information
Method of Presentation: Lecture, Q&A
Delivery Method: Group - Live
Level of Knowledge: Basic
Recommended CPE Credit 50 min sessions = 1 CPE credit
100-min sessions = 2 CPE credits
Prerequisite: None
Advance Preparation: None

CPE appropriate subject area: Specialized knowledge and applications related to specialized industries.

The Accounting Technology New York is licensed and approved as a Sponsor by The State Board for New York Public Accountancy and the license is number # 001779. As a sponsor, we will provide a certificate of completion for those courses attended, NY Sponsor License number, date and location of program, continuing professional educational credits granted and subject area for which credit was earned.

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