Conference Information - Professional Association of Small

20
FALL MAnagement
CONFERENCE
AUSTIN, TEXAS
november 17-20
N
IO
AT
HO
IN TE
FO L
RM
Reservations:
P // 800-233-1234
OR Click here to
reserve your room
The Driskill Hotel
604 Brazos Street
Austin, TX 78701
P // 512-439-1234
www.driskillhotel.com
Group Rate: $239** // Cutoff Date: October 16, 2014
Reference PASBA when making reservations to get the group rate.
**The group rate is guaranteed until October 16, 2014 unless the room
block fills prior to that date. Rooms and/or modifications requested after
the deadline of October 16, 2014 (or after the block has filled) will be
subject to the hotel’s space and rate availability.
Hotel Amenities
Check-In // 3 pm (4 pm Sat)
Check-Out // Noon
Dining
1886 Café & Bakery
5 pm – 10 pm daily
The Driskill Grill
5:30 pm – 10 pm (Tue –Sat)
The Driskill Bar
Live entertainment nightly except Sundays.
3 pm – 12 am (Mon–Thur)
12 pm – 2 am (Fri–Sat)
12 pm – 12 am (Sun)
Massage & Fitness Studio
Open 24 hours. Contact Concierge
two hours in advance for massage.
Wireless Internet
Complimentary throughout the
hotel, except in meeting space.
Business Center
Open 24 hours.
The Driskill Hotel
604 Brazos Street
Austin, TX 78701
P // 512-439-1234
www.driskillhotel.com
ON
TI
RA
ST
GI
RE
Early Bird
$699 // thru October 16
Standard
$799 // October 17– 31
Late
$899 // November 1 – Conference
Guest Passes
Wednesday Dinner Guest Pass $85
Full Guest Pass $300
CLICK HERE TO
REGISTER TODAY!
DA
AL N
L I SPE KE
S O AKEYNO
TE
R
N
The 5 Myths You
Tell Yourself about
Getting Referrals –
& the Real Truth
About
Dan Allison
About
Keynote Session
With a background in clinical and
behavioral psychology, Dan Allison has
dedicated his career to understanding how
to approach clients about referrals. Rather
than pretend to know how to solve our
referral problems himself, Dan went to the
real experts....our clients.
Most professionals aspire to build a
business through client referrals, but
many are uncomfortable bringing up
the topic with their clients. We may tell
ourselves that our clients don’t like to
refer or that they’re afraid their referrals
might result in a bad experience. These
assumptions could not be further from
the truth.
After years of focus groups and interviews
asking our clients why they don’t refer us
more often and what we can do to address
the referral challenge, Dan created the
Feedback Marketing Group.
His consulting firm has helped thousands
of professionals implement common-sense
concepts to bridge the gap between us and
those who matter most in our business.
A successful entrepreneur himself, Dan
started his first mental health company
in his early twenties and used these
referral concepts to build his firm from
a small, five-employee firm to a large
company employing hundreds of
people....a company that he later sold
for millions.
In reality, most clients would be happy
to refer the professionals that they use.
The problem is that most of us haven’t
found a comfortable and professional way
to bring up the topic without feeling or
looking like salespeople.
In this entertaining talk, Dan will walk
PASBA members through the top myths
about why our clients don’t refer and
outline the challenges involved in
developing quality referral relationships
with clients. Participants in this session
will learn:
1
The five myths that they tell
themselves that make them
ineffective in receiving referrals.
2
A step-by-step approach for
discovering how clients feel about
being approached regarding referrals.
3
How to use this information to create
successful and professional referral
relationships.
SB
BL A
UE
PR
SE IN
RI T
ES
PA
Blueprint for Success University
All New PASBA Members or
First Time Conference Attendees
This is a lecture style session that will teach core PASBA
principles.Topics include the following:
Q PASBA overview
Q Client Installation
Q Second Strategy Session
Q PASBA hiring system
Q Incentive Compensation
Q PASBA fee structure
Q Internal record keeping/statistics necessary
to run a PASBA practice
Q Sales presentation ideas
Q Marketing options to grow your practice
Blueprint Mastery
Blueprint Mastery is centered on the PASBA Blueprint for
Success manuals. This is a participant-centered workshop
created to assist PASBA members to better implement key
processes contained in the Blueprint Manuals. The instructors
are seasoned PASBA members with a long history of success
in growing their own firms.
Blueprint Payroll University NEW!
Our Blueprint Series provides additional
training to new PASBA members as well
as support and best practices for our
longtime members. All Blueprint courses
will run on the following schedule »
Part 1 // Monday, November 17
9:00 am–12:00 pm
Part 2 // Wednesday, November 19
9:00 am– 4:30 pm
Blueprint Payroll University is a participant-centered
workshop created to assist PASBA members on how and
why to departmentalize their payroll. The instrutctors are
seasoned PASBA members with a long history of success
n growing their own firms. This session is limited to 15
attendees. Topics include the following:
Q Identifying your ideal client
Q Services to provide
Q Separate Company or Division
Q Software
Q Billing process
Q Initial Set up
Q Tax service & quarterly processing
Q Direct Deposit
Q Insurance and other requirements
Q Staffing & training
Q Processing Procedures
NOTE: New PASBA members will be required to attend
the Blueprint University and Blueprint Mastery programs
before attending Payroll University.
Monday, Nov. 17
Tuesday, Nov. 18
8:00 am – 5:00 pm
8:00 am – 9:00 am
9:00 am – 12:30 pm
9:00 am – 10:30 am
Blueprint for Success University
Blueprint Mastery
Blueprint Payroll University
12:30 pm – 1:45 pm
Welcome Luncheon
1:45 pm – 2:30 pm
Dashboard/Practice Management Metrics:
What To Look For
How to Get Out of Production
2:45 pm – 3:30 pm
How Many Hats Are You (Really) Wearing?
Practice Efficiency Using Outlook
3:45 pm – 5:15 pm
RAPID ROUNDTABLES
Technology Tips: E-Signatures
Monthly to Weekly Billing
Connecting Staff to Client to Make Raving Fans
Dealing with Client Reporting Issues
Use of Video for Client Relations: Screencasting
3:00 pm – 5:00 pm
Breakfast
The Five Myths You Tell Yourself About Getting
Referrals – & the Real Truth Dan Allison
10:30 am – 10:45 am
Session Break/Exhibitor Showcase
10:45 am – 12:15 pm
The Five Myths You Tell Yourself About Getting
Referrals – & the Real Truth Dan Allison
12:15 pm – 1:45 pm
Luncheon
1:00 pm – 1:30 pm
Sponsor Demonstration
1:45 pm – 2:30 pm
Planning Now for your Eventual Exit
Converting Traditional Practice to PASBA
2:30 pm – 2:45 pm
Session Break/Exhibitor Showcase
2:45 pm – 3:30 pm
QBO vs Xero
Training a Bookkeeper
Exhibitor Set-Up
3:45 pm – 4:30 pm
5:30 pm – 6:30 pm
Accounting CS Conversion
Training & Compensating a Manager
Reception & Exhibit Showcase
EN
5:00 pm – 6:30 pm
AG
New Member Reception
DA
Conference Registration
Wednesday, Nov. 19
2:50 pm – 3:10 pm
8:00 am – 9:00 am
3:10 pm – 4:30 pm
Breakfast
7:30 am – 9:00 am
Past PASBA Presidents’ Breakfast
9:00 am – 10:20 am
BREAKOUTS »
Large Practice Breakout
Medium Practice Breakout
Small Practice Breakout
Blueprint for Success University
Blueprint Mastery
Blueprint Payroll University
10:20 am – 10:40 am
Session Break/Exhibitor Showcase
10:40 am – 12:00 pm
Breakouts » See Above
12:00 pm – 1:30 pm
Luncheon
12:30 pm – 1:00 pm
Sponsor Demonstration
1:00 pm – 1:30 pm
Sponsor Demonstration
1:30 pm – 2:50 pm
Breakouts » See Above
Vendor Roundtable Discussion
6:00 pm
Association Dinner Event
Thursday, Nov. 20
7:30 am – 9:00 am
PASBA Board Breakfast Meeting
8:00 am – 9:00 am
Breakfast
9:00 am – 10:15 am
Practice Transformation
10:15 am – 10:30 am
Session Break/Exhibitor Showcase
10:30 am – 11:45 am
Business Plan for Accountants
11:45 am – 12:00 pm
Meeting Wrap-Up/ Spring
Conference Suggestions
12:00 pm – 1:00 pm
Boxed Lunch » Sit Down or To Go
All members are welcome to attend the next practice size discussion tgroup up from their own as
an observer. You will not be permitted to add topics to the discussion board and we ask that
you respect the process of each group. Please direct any questions to Jordan Bennett.
AG
*Practice Size Discussion Guidelines
EN
DA
Breakouts » See Above
Vendor Roundtable Discussion
Session Break/Exhibitor Showcase
T
ED
DI NE
NN S
D
ER AY
EV
EN
W
Pete’s Dueling Piano Bar
421 East 6th Street
Austin, TX 78701
6 pm – 10 pm
Pete’s Dueling Piano Bar – born & raised
in Texas – is a sing-along, clap-along,
drink-along, have-one-helluva-goodtime-along bar!
Your visit to Pete’s will include cocktails,
dinner, and a night of extreme singing,
clapping, and laughing. Warning: Your
voice and hands will be sore the next
day if you’re doing it right!
20
15
Spring
Marketing
Conference
SAVE THE DATE » May 11-14
The Broadmoor // Colorado Springs, Colorado
www.thebroadmoor.com // Room Rate » $239 + $16 daily resort fee
20
FALL MAnagement
CONFERENCE
AUSTIN, TEXAS
REGISTER TODAY!
CANCELLATIONS
If PASBA should be prevented from holding the 2014 Fall Management Conference by reason of any cause beyond its control
(such as, but not limited to, damage to buildings, riots, labor disputes, acts of government or acts of God) then PASBA has the
right to cancel the Conference with no further liability to the Exhibitor other than a refund of registration fees.
Registration cancellations are accepted through October 16 for a full refund. Sponsorships are not refundable at any time.