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New England Practice Management Conference

Wednesday, November 16 12:50pm - Friday, November 18 1:30pm

(Check-In 12:30pm)

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Foxwoods Resort Casino

350 Trolley Line Boulevard
P. O. Box 3777
Mashantucket, CT 06339

Get Directions

16.00 Credits

Member Price $829.00

Non-Member Price $966.00

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1132184. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

MassCPAs is excited to bring back our Management of an Accounting Practice (MAP) Conference in-person this fall! Join us November 16-18 at Foxwoods Resort Casino for three days of networking, reconnecting with your peers and informative sessions on the top issues facing firms. Developed by firm leaders for firm leaders and their successors, this conference will feature some of accounting's foremost thought leaders. More details and the full agenda coming soon!

Please use this link to book your room, https://book.passkey.com/gt/218513868?gtid=537d624567ef49ab87999e10ac92156a

While we are planning for all speakers to attend in person, due to the uncertainty of today's environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it.

Wednesday, November 16

General Session

12:50pm - 1:00pm Opening Remarks

This session is available to registrants and their guests

General Session

1:00pm - 2:15pm Practice Management Evolution Post-COVID: The Issues, The Changes and The Metrics

Michael Platt

Michael Platt

Michael Platt is a principal at The Platt Group/INSIDE Public Accounting, and is a sought-after speaker both domestically and internationally, specializing in accounting firm trends, leadership, benchmarking and analysis. In his presentations, Platt weaves together operational metrics, trends, success stories and best practices to illuminate the business of accounting today, and where it is going in the future. He has worked with top international associations, the IPA 400 firms, IPA Best of the Best firms and state societies across the country. Additionally, Platt’s insider perspective helps firms make the changes needed to flourish in the future.

Michael Platt, The Platt Group
In this session, we’ll discuss the major practice management changes with data and metrics to support the scope of that change based on 600+ firms that will participate in the INSIDE Public Accounting survey this year. We’ll offer insights and best practices as to what many firms around the country are doing to adapt and reposition their firms for a “new normal” and present some key metrics to consider as the profession continues to evolve.

This session is available to registrants and their guests

General Session

2:15pm - 2:30pm Networking Break

This session is available to registrants and their guests

General Session

2:30pm - 3:45pm Tech Update and Forecast

Thomas Stephens Jr

Thomas Stephens Jr

Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.

Tommy Stephens Jr., CPA, CGMA, CITP, K2 Enterprises 
As economies worldwide continue to emerge from the pandemic, businesses of all sizes and in all industries stand on the cusp of a new generation of technology. Those who know how to capitalize on these opportunities position themselves for success and those who don’t will undoubtedly struggle. In this session, you will learn how you and your team can take advantage of this new generation of technology to achieve success. We’ll cover tools such as robotic process automation, business intelligence and data analytics, and discuss how to address today’s cybersecurity threats, which can cripple your organization.

This session is available to registrants and their guests

General Session

3:45pm - 4:45pm Networking Break and Check-in – Exhibit Hall Opens

This session is available to registrants and their guests

General Session

4:45pm - 5:45pm Professional Issues Update/Legislative Update

Amy Pitter

Amy Pitter

Amy Pitter is president and CEO of the Massachusetts Society of CPAs (MassCPAs) where she is dedicated to serving the Society’s 11,000 members in public accounting, industry and business, government and education. Since joining MassCPAs in 2015, Pitter has advocated for increased diversity in the accounting industry and has developed new initiatives to make progress in this area, including launching programs for high school students in gateway cities, helping firms address diversity and inclusion challenges and sponsoring scholarships for low-income students to study accounting. In 2019, Pitter signed the CEO Action for Diversity and Inclusion Pledge, the largest CEO-driven business commitment for promoting diversity and inclusion in the workplace and has since developed a series of programs designed to help firms deepen their knowledge and grow their diversity, equity and inclusion (DEI) efforts. Before joining the Society, Pitter was the former commissioner for the Massachusetts Department of Revenue (DOR). She was named to Accounting Today’s Top 100 Most Influential People in Accounting in 2020, and for several years she has also been named one of the Most Powerful Women in Accounting by CPA Practice Advisor. Pitter has been featured in several news outlets, including Accounting Today, Boston Business Journal, Commonwealth Magazine, Associations Now, WBUR and The Boston Globe.

Zachary Donah

Zachary Donah

Zach Donah, CAE, is the senior director of advocacy at the Massachusetts Society of CPAs (MassCPAs) where he oversees the Society’s government relations and the academic and career development programs and the MassCPAs Educational Foundation. Prior to joining the Society in 2013, Donah served as a legislative director and chief of staff in the Massachusetts State Senate.

Amy Pitter, MassCPAs
Zach Donah, MassCPAs
MassCPAs President and CEO Amy Pitter and Senior Director of Advocacy Zachary Donah will provide an update on the state of the accounting profession, what’s happening on Beacon Hill and the latest changes impacting our industry. They will also cover opportunities to get involved in the Society and ways for you and your staff to maximize your membership.

This session is available to registrants and their guests

General Session

6:00pm - 7:30pm Cocktail Reception at Shrine

This session is available to registrants and their guests

Thursday, November 17

General Session

7:30am - 8:15am Breakfast

This session is available to registrants and their guests

General Session

8:15am - 8:30am Opening Remarks

This session is available to registrants and their guests

General Session

8:30am - 9:40am Build a Practice You Love with Borderless Reach

Renee Moelders

Renee Moelders

Renee Moelders is a partner at ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams. She is a frequent speaker, writer and facilitator on topics impacting CPA firm leaders, offering practical strategies for improvement and change based on her experiences working with clients and her many years as a CPA firm administrator. Additionally, Moelders is passionate about furthering flexible and remote work in the profession and is a coach in the firm’s leadership program.

Renee Moelders, ConvergenceCoaching, LLC
Whether you are building a practice from scratch, or you want to shift your existing practice to include work and clients that light you up, you will have to let go of old paradigms and focus on developing a practice that inspires both you and your team. In this session, we’ll identify methods for defining your ideal target clients and engagements with a strategy to transition those that don’t fit. We’ll also help you define your value proposition and redefine your geographic boundaries to reach targets beyond your local geography and more.

This session is available to registrants and their guests

General Session

9:40am - 10:20am Networking Break and Visit Exhibit Hall

This session is available to registrants and their guests

Breakout Session

10:20am - 11:30am Deeper Dive into Automation

Thomas Stephens Jr

Thomas Stephens Jr

Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.

Tommy Stephens Jr., CPA, CGMA, CITP, K2 Enterprises 
With the help of automation software tools and other innovative technology, you can automate many processes that otherwise consume valuable time. In this session, you’ll gain an overview of the latest technologies and tools that can help automate your workflows and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management and e-signatures to robotic process automation, you’ll learn about the options available to help streamline your tax preparation process. You’ll leave this session armed with the tools you need to succeed.

This session is available to registrants only.

10:20am - 11:30am Design Your Own Partner Development Program

Jon Lokhorst

Jon Lokhorst

Jon Lokhorst, CPA, PCC, is the founder of Lokhorst Consulting LLC where he develops leaders everyone wants to follow, builds teams no one wants to leave and delivers exceptional results . Prior to this role, he served for 18 years at Wallace, Lokhorst & Company, Ltd. before becoming a managing partner at Wallace, Lokhorst & Company. Lokhorst spent 15 years in nonprofit leadership roles, primarily as CFO or development director, and has served clients throughout the U.S. as a speaker, coach and trainer. On top of his coaching and accounting credentials, he is a member of the National Speakers Association (NSA), on the Board of Directors of the NSA Minnesota Chapter, a certified facilitator of RightPath assessment tools and an adjunct faculty member in the School of Business and Nonprofit Management at North Park University in Chicago.

Jon Lokhorst, CPA, PCC, Lokhorst Consulting LLC
For decades, tax and accounting firms have kept the path to becoming a partner shrouded in secrecy or ambiguity, resulting in potentially losing top talent and future leaders, whether they’re seeking partnerships or another leadership role. In this session, you’ll learn how to design a development program that prepares your firm’s prospective partners and other leaders.

This session is available to registrants only.

10:20am - 11:30am How to Build and Nurture Psychological Safety in the New Workplace

Trish Foster

Trish Foster

Trish Foster is founder of Trish Foster Consulting and is a diversity, equity and inclusion (DEI) change agent, a sought-after DEI speaker, advisor, writer and workshop facilitator and a certified energy healing practitioner. Her expertise includes allyship across identity difference – including race and gender – inclusive leadership, psychological safety, intersectionality, sponsorship and mentorship and gender equity. Foster also has extensive experience working with organizations throughout the U.S. and internationally, with clients ranging from international corporations, early-stage companies, nonprofits and academic institutions. She works with employees at all levels and coaches senior leaders to help them navigate DEI challenges. Furthermore, Foster has written numerous research reports on topics ranging from disability inclusion and allyship to intersectionality and workplace culture. Her speaking engagements draw on this research.

Trish Foster, Trish Foster Consulting
Research indicates that psychological safety — more than any other factor — is critical to making a team work well, and organizations with higher levels of psychological safety perform better on multiple metrics, from innovation to employee well-being. While it’s more important than ever to nurture trusting work cultures, the new normal of virtual and hybrid work settings is making them harder to create and sustain. In this workshop, you’ll gain critical understanding about psychological safety, its benefits and how to help build such cultures. You’ll also learn tools and frameworks that build trust and create safety, as well as the ability to hold authentic discussions that nurture psychological safety.

This session is available to registrants only.

10:20am - 11:30am Pricing and Profitability Benchmarks for the Firm of the Future

Michael Platt

Michael Platt

Michael Platt is a principal at The Platt Group/INSIDE Public Accounting, and is a sought-after speaker both domestically and internationally, specializing in accounting firm trends, leadership, benchmarking and analysis. In his presentations, Platt weaves together operational metrics, trends, success stories and best practices to illuminate the business of accounting today, and where it is going in the future. He has worked with top international associations, the IPA 400 firms, IPA Best of the Best firms and state societies across the country. Additionally, Platt’s insider perspective helps firms make the changes needed to flourish in the future.

Michael Platt, The Platt Group
Billing by the hour may still be the dominant pricing model in the profession, but different pricing models are being used by many firms with greater success and improved profitability. In this session, we’ll explore the different models, focus on ways to increase profitability and get a sense of how other firms are growing their bottom line by doing more with less.

This session is available to registrants only.

General Session

11:30am - 12:30pm Lunch

This session is available to registrants and their guests

Breakout Session

12:30pm - 1:40pm Inclusive Conversations – A Tool to Enhance Psychological Safety

Trish Foster

Trish Foster

Trish Foster is founder of Trish Foster Consulting and is a diversity, equity and inclusion (DEI) change agent, a sought-after DEI speaker, advisor, writer and workshop facilitator and a certified energy healing practitioner. Her expertise includes allyship across identity difference – including race and gender – inclusive leadership, psychological safety, intersectionality, sponsorship and mentorship and gender equity. Foster also has extensive experience working with organizations throughout the U.S. and internationally, with clients ranging from international corporations, early-stage companies, nonprofits and academic institutions. She works with employees at all levels and coaches senior leaders to help them navigate DEI challenges. Furthermore, Foster has written numerous research reports on topics ranging from disability inclusion and allyship to intersectionality and workplace culture. Her speaking engagements draw on this research.

Trish Foster, Trish Foster Consulting
Inclusive conversation is one of the most powerful tools leaders can leverage to create cultures of psychological safety and inclusion. In this session, you’ll gain the understanding and experience to successfully engage across differences and learn how to assess when inclusive conversations are needed and how to approach them. You’ll also explore factors that influence the success or failure of inclusive conversations, including culture, power dynamics and conflict styles.

This session is available to registrants only.

12:30pm - 1:40pm Intentionally Creating a Digital Client Experience

Samantha Mansfield

Samantha Mansfield

Samantha Mansfield is the founder of Samantha Mansfield LLC, a consulting and education firm focused on building materials and resources for the profession. She believes that technology enables accounting professionals to share their expertise more effectively and is passionate about helping them transform the services they provide to reach their goals. In addition, Mansfield consults with firms of all sizes to implement relevant technology to improve processes and develop future-ready services through instructing, leadership coaching, facilitation and planning and building educational events. She has served on the boards of two nonprofit organizations and was listed as one of Accounting Today’s “Top 100 Most Influential People in Accounting” in 2016 and 2018, recognized by CPA Practice Advisor’s “40 Under 40” three years in a row and was honored with the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award in 2018 and 2019.

Samantha Mansfield, Samantha Manfield LLC
The last few years have accelerated the adoption of further digitization across accounting and tax firms; however, this approach was developed out of necessity. Organizations are now leveraging this acceptance, and expectation, of digital forms of working to intentionally drive digital transformation, which involves creating new client experiences and redesigning processes to meet the expectations of clients and staff. In this session, we’ll discuss what is involved in creating an intentional digital experience and who contributes to success and delivery.

This session is available to registrants only.

12:30pm - 1:40pm Outsourcing Panel

Mark Nichols President, Nichols & Company, CPA, PC

Jen Sieczkowski

Jen Sieczkowski

Jen Sieczkowski is a director at ALL CPAs with a focus on individual and fiduciary income tax preparation and planning. With 20 years of experience servicing the accounting and tax needs of individuals, trusts, estates and privately held businesses, Sieczkowski has managed the work flow and technical practice procedures of a small CPA firm, which is transferable to any service organization.

Thomas Stephens Jr

Thomas Stephens Jr

Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.

Leah Shanahan Outsourced Accounting Group, BerryDunn

Panel of people from firms using staff outsourcing providers who can share how they are utilizing the staff and what works and didn’t work as they figure out how to best include this outsourced staff in their practices.

This session is available to registrants only.

12:30pm - 1:40pm The Ticking Time Bomb: Don’t Get Caught Without a Succession Plan

Jon Lokhorst

Jon Lokhorst

Jon Lokhorst, CPA, PCC, is the founder of Lokhorst Consulting LLC where he develops leaders everyone wants to follow, builds teams no one wants to leave and delivers exceptional results . Prior to this role, he served for 18 years at Wallace, Lokhorst & Company, Ltd. before becoming a managing partner at Wallace, Lokhorst & Company. Lokhorst spent 15 years in nonprofit leadership roles, primarily as CFO or development director, and has served clients throughout the U.S. as a speaker, coach and trainer. On top of his coaching and accounting credentials, he is a member of the National Speakers Association (NSA), on the Board of Directors of the NSA Minnesota Chapter, a certified facilitator of RightPath assessment tools and an adjunct faculty member in the School of Business and Nonprofit Management at North Park University in Chicago.

Jon Lokhorst, CPA, PCC, Lokhorst Consulting LLC
Successful leadership transitions are critical to the sustainability and vitality of all organizations, regardless of size or industry. However, most lack a formal succession plan leaving many organizations sitting on a ticking time bomb that could derail their future or threaten their existence. Although succession planning involves many participants, few know where to begin. In this session, we’ll identify common barriers to the planning process and address the human element that makes it so difficult. We’ll also cover the keys to effective succession planning and actionable steps to develop your next wave of leadership.

This session is available to registrants only.

General Session

1:45pm - 2:55pm Roundtables by Topic

This session is available to registrants and their guests

General Session

2:55pm - 3:05pm Break

This session is available to registrants and their guests

Optional Session

3:05pm - 3:55pm Sponsor Sessions

This year’s conference is supported by 30 exhibiting companies who provide solutions for CPAs and their clients. Join these industry thought leaders for an hour of educational content on topics ranging from cost segregation studies
and R&D tax credits, to staffing and SBA lending. Individual session information will be provided at masscpas.org/map22 in the coming weeks.

This session is available to registrants only.

General Session

3:55pm - 4:20pm Networking Break and Visit Exhibit Hall

This session is available to registrants and their guests

General Session

4:20pm - 5:30pm Roundtables

This session is available to registrants and their guests

General Session

6:00pm - 7:30pm Cocktail Reception at High Rollers

This session is available to registrants and their guests

Friday, November 18

General Session

7:30am - 8:25am Breakfast

This session is available to registrants and their guests

General Session

8:25am - 8:30am Opening Remarks

This session is available to registrants and their guests

Breakout Session

8:30am - 9:40am Anticipating the Market: Today’s Trends Affecting You Tomorrow

Renee Moelders

Renee Moelders

Renee Moelders is a partner at ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams. She is a frequent speaker, writer and facilitator on topics impacting CPA firm leaders, offering practical strategies for improvement and change based on her experiences working with clients and her many years as a CPA firm administrator. Additionally, Moelders is passionate about furthering flexible and remote work in the profession and is a coach in the firm’s leadership program.

Renee Moelders, ConvergenceCoaching, LLC
As leaders, we must stay abreast of the changes that will have the biggest impact on our firm, team and clients. By anticipating the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. In this session, we’ll identify the most important trends in three areas – talent, technology and client experience – paired with insight on how firms are anticipating and addressing them. Additionally, we’ll apply strategies to prioritize your firm’s efforts  to facilitate real change and prevent overwhelm, as well as recognize methods for staying current on trends going forward.

This session is available to registrants only.

8:30am - 9:40am Building a High Performing Culture in a Distributed Workforce

This session is available to registrants only.

8:30am - 8:40am Make Your Firm Stand Out from the Competition

Alison Simons

Alison Simons

Samantha Mansfield is the founder of Samantha Mansfield LLC, a consulting and education firm focused on building materials and resources for the profession. She believes that technology enables accounting professionals to share their expertise more effectively and is passionate about helping them transform the services they provide to reach their goals. In addition, Mansfield consults with firms of all sizes to implement relevant technology to improve processes and develop future-ready services through instructing, leadership coaching, facilitation and planning and building educational events. She has served on the boards of two nonprofit organizations and was listed as one of Accounting Today’s “Top 100 Most Influential People in Accounting” in 2016 and 2018, recognized by CPA Practice Advisor’s “40 Under 40” three years in a row and was honored with the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award in 2018 and 2019.

Alison Simons, Simons Marketing
Although many firms are (rightly) turning away work, when the right prospect comes along, you still want to stand out from the competition and win them over. In this session, we’ll share real-world examples of New England firms that have transformed how they represent themselves to attract clients, get the best referrals, boost their return on investment(ROI) from existing marketing budgets and profitably grow their practices.

This session is available to registrants only.

8:30am - 9:40am The Mindset of an Advisor

Samantha Mansfield

Samantha Mansfield

Samantha Mansfield is the founder of Samantha Mansfield LLC, a consulting and education firm focused on building materials and resources for the profession. She believes that technology enables accounting professionals to share their expertise more effectively and is passionate about helping them transform the services they provide to reach their goals. In addition, Mansfield consults with firms of all sizes to implement relevant technology to improve processes and develop future-ready services through instructing, leadership coaching, facilitation and planning and building educational events. She has served on the boards of two nonprofit organizations and was listed as one of Accounting Today’s “Top 100 Most Influential People in Accounting” in 2016 and 2018, recognized by CPA Practice Advisor’s “40 Under 40” three years in a row and was honored with the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award in 2018 and 2019.

Samantha Mansfield, Samantha Manfield LLC
The last two years have revealed an increased demand for advisory services, yet not every accounting professional is ready to sell, let alone lead, with advisory services. Our mindset influences our ability to see opportunities, offer a fresh perspective and helps us solve problems, all of which we need to build advisory services. In this session, we’ll discuss the various types of mindsets and how to intentionally make a shift to offer clients the services they need most. We’ll also cover the necessary mindset shifts to grow advisory talent and services, and how to change existing mindsets.

This session is available to registrants only.

General Session

9:40am - 10:30am Networking Break and Visit Exhibit Hall

This session is available to registrants and their guests

Breakout Session

10:30am - 11:40am Advantages of Client Experience

Jon Hubbard

Jon Hubbard

Jon Hubbard, MBA, is a shareholder and consultant at Boomer Consulting, Inc. where he helps accounting firm leaders find success in the areas of leadership, talent and growth. Additionally, he is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle, Boomer Marketing and Business Development Circle and the Boomer Operations Circle. Hubbard guides firms to grow and be more effective in the areas of client service, marketing and business development, and speaks at various industry conferences, user conferences, state societies and associations. He is also a StoryBrand Certified Guide and Certified Kolbe Consultant.

Jon Hubbard, MBA, Boomer Consulting
As firms transition to delivering more advisory and consultative services, the focus on client experience is more important than ever. With the opportunity to offer additional services across different service lines, creating an integrated, relevant experience must be a top priority. To truly deliver value, it is essential to understand the experience that your clients have with your firm throughout their entire client journey. In this session, you’ll learn the differences between client service and client experience and develop a vision for client experience within the profession. We’ll also review a roadmap for improving the client experience within your firm and discuss how partners and technology leaders can work together to focus on client experience.

This session is available to registrants only.

10:30am - 11:40am High Performance on a Small Budget (or No Budget!) – Post-COVID Engagement and Motivational Magic

Jennifer Elder

Jennifer Elder

Jennifer Elder, CPA, CGMA, CSP, is the owner and CEO of The Sustainable CFO where she helps businesses solve tough problems with strategic solutions. She is a business generalist and an accounting expert who can make the complicated awesomely simple. For more than 20 years, Elder has helped businesses focus on their core values and strengths to transform inefficiency and chaos into a profitable entity with an energized team. As keynote speaker, trainer and business coach, she has conducted seminars for Fortune 500 companies, the U.S. Government, state CPA societies and CPA firms in 40 states. In addition, Elder is a published author and was named an Outstanding Educator by the AICPA for the past two years.

Jennifer Elder, CPA, CGMA, CSP, The Sustainable CFO
In this session, you will learn several “no cash” rewards that work best with each generation of staff and leave with ideas that you can immediately implement at your firm. You’ll review motivational theory and applications to a hybrid workforce and learn multiple specific low-cost tactics to reward and motivate. In addition, you’ll analyze the best rewards and review the values shared for each generation.

This session is available to registrants only.

10:30am - 11:40am Mergers and Aggravations: Lessons Learned the Hard Way During a Career as CMO

Bruce Ditman

Bruce Ditman

Bruce Ditman is the managing partner of Chief Seconds LLC, a professional services marketing consultancy. A former CMO of two top 20 accounting and advisory firms for more than 15 years, he has built Chief Seconds LLC to be an agent of change for high-growth and in-transition firms seeking street-tested and results-oriented strategy, consulting and fractional services. As part of his most recent leadership team, the firm experienced 3.5 x revenue growth and a national expansion. A frequent speaker, author, essayist and podcaster, Ditman has conceived of and implemented game changing event marketing strategy, co-created the first national LGBTQ+ specialty practice in the business, co-created national industry specialization strategies at two firms, launched the first national television and over-the-top campaign in the category and executed and integrated more than 15 mergers.

Bruce Ditman, Chief Seconds LLC
Has your firm gone through a merger or debated doing so? In this session, you’ll hear what to look out for during the due diligence and integration periods of your mergers and acquisitions and how to successfully manage one.

This session is available to registrants only.

10:30am - 11:40am The Ultimate Guide to Recruiting Talent

Alison Simons

Alison Simons

Samantha Mansfield is the founder of Samantha Mansfield LLC, a consulting and education firm focused on building materials and resources for the profession. She believes that technology enables accounting professionals to share their expertise more effectively and is passionate about helping them transform the services they provide to reach their goals. In addition, Mansfield consults with firms of all sizes to implement relevant technology to improve processes and develop future-ready services through instructing, leadership coaching, facilitation and planning and building educational events. She has served on the boards of two nonprofit organizations and was listed as one of Accounting Today’s “Top 100 Most Influential People in Accounting” in 2016 and 2018, recognized by CPA Practice Advisor’s “40 Under 40” three years in a row and was honored with the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award in 2018 and 2019.

Alison Simons, Simons Marketing
Attracting and retaining professionals continues to be a challenge for CPA firms. Now more than ever, competitive firms need to rely on the marketer’s strategy and toolbox to differentiate and make themselves visible to prospective job seekers. In this session, we’ll review and discuss more sophisticated strategies, including an internal and external research process to help refine the way you present your firm to job seekers, how to promote open positions and how to align your recruiting process with your firm culture.

This session is available to registrants only.

General Session

11:40am - 12:00pm Break

This session is available to registrants and their guests

General Session

12:00pm - 1:15pm 10 Trends Impacting Leadership and Marketing

Jon Hubbard

Jon Hubbard

Jon Hubbard, MBA, is a shareholder and consultant at Boomer Consulting, Inc. where he helps accounting firm leaders find success in the areas of leadership, talent and growth. Additionally, he is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle, Boomer Marketing and Business Development Circle and the Boomer Operations Circle. Hubbard guides firms to grow and be more effective in the areas of client service, marketing and business development, and speaks at various industry conferences, user conferences, state societies and associations. He is also a StoryBrand Certified Guide and Certified Kolbe Consultant.

Jon Hubbard, MBA, Boomer Consulting, Inc. 
Leadership and marketing are essential to the growth of a firm; however, over the last year and a half, firms have been looking at each of these areas with a fresh perspective. In this session, we’ll cover 10 trends that are impacting leadership and marketing, and action items you can implement in your firm. We’ll cover how firms are evolving their business models to best leverage their capacity, how to best package and price services (with actual examples), and how outsourcing and automation apply to all areas of a firm. We’ll also discuss how firms are choosing to grow smarter, not harder and what the firm of the future will look like.

This session is available to registrants and their guests

General Session

1:15pm - 1:30pm Bag Lunch to go!

This session is available to registrants and their guests

Non-Member Price $966.00

Member Price $829.00