View Brochure - Enterprise Worldwide

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Registration Information
You may register online by visiting the Calendar of Events section at
www.EnterpriseNetworkWorldwide.com Need help?
Contact Holly Stevenson at + 1 (615) 377-3392.
Accommodations
At The Ritz-Carlton, Atlanta you’ll find an exceptional retreat in
the heart of the city. With impeccable service and an ideal location,
the luxury hotel in downtown Atlanta combines a truly modern setting
with sophisticated Southern hospitality.
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Room Reservations
Make your own hotel reservations directly through the Ritz Carlton by calling + 1-800-241-3333.
Our group code is ENWX. Ask for the Enterprise Network Worldwide group rate of $159 USD.
The Ritz Carlton
181 Peachtree Street, Northeast
Atlanta, GA 30303
Recommended Attire
Business casual is appropriate for most of the conference events. Business attire is recommended for the Five
Star Appreciation Banquet on Thursday evening.
Transportation
The Hartsfield-Jackson Atlanta International Airport is 12 miles away from the hotel. A taxi will cost
approximately $32, or the Marta train (Peachtree Center stop) will cost approximately $3.
Wednesday, June 10
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7:00 am Golf Outing
8:00 am Segway Tour of Atlanta
2:00 - 3:00 pm
Registration
3:00 - 5:00 pm
Breakout Session # 1
* Five Star for New Members
* Practical Social Networking
* The 7 Keys to Success in CPA Firm Management
6:00 - 7:00 pm
Welcome Cocktail Reception
Thursday, June 11
7:00 - 8:00 am Continental Breakfast
8:00 - 9:00 am ENW State of the Association
9:00 - 10:00 am
Keynote Address: No Man’s Land... When Your Company is Too Big
to Be Small & Too Small to Be Big
Doug Tatum, Founder of Tatum, LLC
10:00 - 10:30 am
Networking Break
10:30 am - 12:00 pm
Breakout Session # 2
* 10 Steps to the Successful Acquisition of a CPA Firm
* Document Management & The Paperless Office
* Investment Opportunities in Today’s Economy
12:00 - 1:00 pm
Lunch
1:00 - 2:00 pm
General Session: Economic Update
Roger Tutterow Ph. D., Mercer University
2:00 - 3:30 pm
Power Circles: Building Relationships within the ENW Community
3:30 - 4:00 pm
Networking Break
4:00 - 5:30 pm
Breakout Session # 3
* Anatomy of a CPA Merger
* Bear Hugging Your Clients
* Excel Tips & Tricks
7:00 - 9:30 pm
Five Star Member Appreciation Reception & Awards Banquet
Friday, June 12
7:00 - 8:00 am Continental Breakfast
8:00 - 9:00 am Keynote Address: Focus in a Distracting World
David Meador, Beyond Vision
9:00 - 9:30 am
General Session: Branding the Five Star Way
Troy Waugh, CEO of Five Star3
9:30 - 10:00 am Networking Break
10:00 am - 12:00 pm
Breakout Session # 4
* Breaking Up Isn’t Hard to Do
* CEO Roundtable: The State of the Profession
* The Nuts & Bolts of Developing Your Niche
12:30 pm
Conference Adjourns
ENW State of the Association
Ever wonder what’s happening behind the scenes of ENW?
Join us as we discuss our growing membership, new upcoming membership
resources, and some member success stories.
No Man’s Land... When Your Company is Too Big to Be Small
& Too Small to Be Big
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&
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Doug Tatum, Founder of Tatum, LLC
No Man’s Land is the awkward, adolescent stage of corporate growth. It’s a
transitional time, when a company is too big to be small and too small to be big.
Every growing company encounters that forbidding territory -- and not everyone makes it
through alive. In this session, Tatum will offer real world examples and tools to help transform
fast growing companies into long term success stories.
CPE Credit: 1 Hour
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Field of Study: Business Management & Organization
Economic Update
Roger Tutterow Ph. D., Mercer University
If you ask two different economists a question, you may get three different answers. Academicians,
policymakers, even clients all have an opinion on the current economy. This economic update balances theory,
policy and business realities that affect the current environment. The insights from this session will challenge
participants’ opinions and provide advice that directly applies to helping your clients across assorted specialties
and industries. More than economic thought, this session guides you through economic practice.
CPE Credit: 1 Hour
Field of Study: Social Environment of Business
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Power Circles: Building Relationships within
the ENW Community
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Have you ever wondered what the firm in London specializes in or how
the Chicago firm has deep connections in the manufacturing industry?
In this session, members will be placed into small groups for a powerful
networking session. By understanding what each member does and
what kinds of clients they are looking for, teams will generate crossreferal opportunities and actions to connect their clients.
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CPE Credit: 1.5 Hours Field of Study: Personal Development
Focus in a Distracting World
David Meador, Beyond Vision
Given tomorrow’s unseeable economic future, firms need to focus on
the things that will make them successful long past the current climate. Meador, a National Champion in Blind
Golf, will cast a vision for how to focus on the important things to lead your firm and how to have the courage
to bounce back after adversity.
CPE Credit: 1 Hour
Field of Study: Personal Development
Branding the Five Star Way
3
Troy Waugh, CEO of Five Star
Are you committed to your employees and clients by delivering Five Star Client Service? If you are, this session
will give you a few new ideas on implementing a successful program in your firm. If you are unsure, you will
come away convinced that the one sure way to build a powerful brand is from the inside-out. Brands are not
about logos and slogans, brands are about the delivery of consistent service. Your clients deserve great service
and you deserve the rewards associated with a powerful brand.
CPE Credit: .5 Hour
Field of Study: Marketing
Breakout Session # 1:
Five Star for New Members
Adélaïde Ness, Enterprise Network Worldwide
Five Star Client Service focuses primarily on your internal staff, teaching the
concept that you cannot provide excellent external service if you do not first
practice excellent internal service. This condensed version of the Five Star
Client Service program helps participants expand that focus by understanding,
improving and managing client perceptions.
CPE Credit: 2 Hours
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Field of Study: Personal Development
Practical Social Networking
Randy Hain, The Bell Oaks Executive Search
How we build personal and business connections is ever evolving, and in today’s culture and economic environment it is
a constant moving target to keep up with the latest tools and trends. In this session, we will discuss the fastest growing
connecting tools and ways to approach them, with a primary focus on LinkedIn as the most appropriate tool for business
people. Come prepared to discuss and learn best practices with social networks.
CPE Credit: 2 Hours
Field of Study: Personal Development
The Seven Keys to Success in CPA Firm Management
Jean Marie Caragher, Capstone Marketing
Research conducted by Capstone Marketing and Bay Street Group, LLC is quantifying what has long been unquantified: how certain
management practices correlate with success in accounting firms. Thousands of survey responses have been filtered to separate the
“leaders” in the profession from the “laggards.” “Leaders” are firms that evidence above-par, even world-class, performance in the generally
accepted metrics of practice management. “Leaders” clearly do things differently. And they clearly get superior results. Attend this session
and rate your firm on the seven keys to identify areas for improvement and walk away with essential keys to achieving practice growth.
CPE Credit: 2 Hours
Field of Study: Business Management & Organization
Breakout Session # 2:
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10 Steps to the Successful Acquisition of a CPA Firm
Larry Wald & Cindy Ragan, Strategic Alliance Mergers & Acquisitions, Inc.
A successful firm merger is an art, not a science. When it comes to an
arrangement, there are numerous details to consider. Join us as we discuss the
steps to making your merger a success.
CPE Credit: 1.5 Hours Field of Study: Business Management & Organization
Document Management & the Paperless Office
David Bergstein, CCH
You’ve known about the trend to go paperless, and you’ve heard of firms
streamlining their workflow. Ever wondered what they are using to achieve
these efficiencies? Come learn about the different technologies that are available to help your firm’s organization and
workflow.
CPE Credit: 1.5 Hours Field of Study: Management Advisory Services
Investment Opportunities in Today’s Economy
Frank Butterfield, Homrich & Berg Inc.
History shows that many individuals have benefited from economic downturns when the market bounces back. There is
usually a silver lining. Butterfield will give an update on the current state of the economy and some strategies to consider
when the market rebounds.
CPE Credit: 1.5 Hours Field of Study: Business Management & Organization
Breakout Session # 3:
Anatomy of a CPA Merger
Larry Wald & Cindy Ragan, Strategic Alliance Mergers & Acquisitions, Inc.
Compatibility is key for a successful merger along with many other pieces that are needed for the transition to go
smoothly. This session will walk through the objectives and strategies of a firm merger.
CPE Credit: 1.5 Hours Field of Study: Business Management & Organization
Bear Hugging Your Clients
Angie Grissom, The Rainmaker Consulting Group
Are you afraid that your clients might start “price shopping”? This session focuses on how to provide your clients with
Five Star Client Service. It will also prepare you to take some immediate action to hold on to your valued clients during
this uncertain economic time and from now on.
CPE Credit: 1.5 Hours Field of Study: Personal Development
Excel Tips & Tricks
Michael Zumcheck, Easy Excel Classes
You feel confident in your knowledge of Excel, but are you making the program work for you in a clean efficient manner?
Zumcheck will take participants through advanced level applications to help clean up and automate your workflow while
helping to avoid formatting nightmares.
CPE Credit: 1.5 Hours Field of Study: Specialized Knowledge & Applications
Breakout Session # 4:
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Breaking Up Isn’t Hard to Do
Scott Bradbary, The Rainmaker Academy
You have been told to focus on your “A”and “B” clients, but have you thought
about how to “break up” with your “D” and “E” clients? Join us as we discuss
best practices for letting those clients go.
CPE Credit: 1.5 Hours Field of Study: Management Advisory Services
CEO Roundtable: The State of The Profession - A New Normal,
Benchmarking Trends, and Striving To Be The ‘Best of the Best’
Michael Platt, The Platt Consulting Group, LLC
Join Platt, CEO of The Platt Group and Publisher of Inside Public Accounting,
as he presents the results of their award winning National Benchmarking Survey and discusses key practice management
issues.
CPE Credit: 1.5 Hours Field of Study: Business Management & Organization
The Nuts & Bolts of Developing Your Niche
Joel Baker, SBLR LLP Chartered Accountants
Mary Leveridge, Aarons Grant & Habif, LLC
Tony Ivener, Swart, Lalande & Associates, PC
In this session, we will hear from an expert panel of ENW members who have had great success in developing their niche
specialties. Come discuss best practices and new niche areas to pursue.
CPE Credit: 1.5 Hours Field of Study: Business Management & Organization
Golf Outing
Bear’s Best Atlanta
Net
Bear’s Best Atlanta is ranked in the “Top ten courses you can play in America”
by Golf Magazine. Located in the upscale gated community of Edinburgh,
Bear’s Best is a high-end daily fee course focused on corporate entertaining,
golf outings and providing the experience of an luxurious private club at a
public facility. Jack Nicklaus selected 18 holes from his more than 200 course
designs worldwide and put them into one extraordinary round of golf at Bear’s
Best Atlanta. Among the courses featured are Castle Pines, Muirfield Village,
PGA National Championship Course, Sherwood Country Club, Shoal Creek and Gleneagles.
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Clubhouse & Lounge
10,000 square feet offering amenities for
meetings, awards receptions, and banquets
for groups of most sizes, featuring
“Jack’s Place” a sports memorabilia
lounge and grill.
Club Rentals:
Featuring Titliest 909 Driver, AP1 Irons,
Scotty Cameron Detour Putter and Vokey
wedge System. Includes a sleeve of golf balls.
Schedule:
We will leave for the course
promptly at 6:45 am. Transportation
and a boxed lunch are included
in the registration fee for this
networking evet.
Segway Tour of Atlanta
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Tour Highlights:
*Centennial Olympic Park
*Georgia Aquarium
*The CNN Center
*Underground Atlanta
*Sweet Auburn District
*World of Coke
*Martin Luther King Jr. Ctr.
*Ebenezer Baptist Church
*Georgia State Capitol
The Segway tour is the perfect tour for both those new to the city
and Atlanta veterans. For the beginners, this tour will offer you a
fantastic orientation and give you an opportunity to see virtually all
of the sites you’ve read about. For the veterans, you’ll learn some
new facts and stories about Atlanta that you’ve never heard. And
we’re sure you’ll both agree that riding a Segway is the best way to
see the ‘Capitol of the South’.
Other Information:
The tour begins with a 30 minute orientation
session in the plaza and park next to their
office. We will practice on the Segways so that
everyone feels comfortable and ready to go out
and conquer Atlanta. The Segway is appropriate
for virtually anyone 12 and older that weighs
100 pounds or more. Unfortunately, pregnant
women will not be permitted to participate. All
participants will be asked to sign a waiver form
at the tour office prior to the tour.
Administrative Policies
Course Content
All courses are group-live delivery method, advanced level, do not require prerequisites, and do not require advanced preparation for attendance.
Course Update Policy
All courses will be reviewed at least annually and updated, if necessary, to ensure that the content is up-to-date and continues to
remain technically accurate. Our programs are planned and developed by practitioners in the field of accounting, consulting services,
management, taxation and information technology consulting. Our members are internationally recognized experts in their profession.
Their expertise and that of the speakers ensure that the content is up-to-date.
Refunds & Program Cancellation
There will be a full refund (less an administrative fee of $100) up through May 1, 2009; a 50% refund up through May 15, 2009; and no
refund after May 16, 2009. For refund information, please contact Holly Stevenson directly at + 1 (800) 231-2524.
Record Retention
The Alliance of Professional Associations will retain course and course participant records for five years. The records will include
the following: course outline, list of course participants, dates and locations of presentations or period during which course was
available for purchase; names of instructors/discussion leaders in the case of live courses; copies of participant course evaluations;
and amount of recommended CPE credit.
Complaint Resolution Policy
Enterprise Network Worldwide will make every attempt to resolve complaints to the customer’s satisfaction.
Patrick Pruett is responsible for complaints relative to Continuing Professional Education and can be reached directly at
+1 (800) 231-2524 or email: [email protected].
The Alliance of Professional Associations is registered with the National Association of State Boards of Accountancy (NASBA) as a
sponsor of continuing education on the National Registry of CPE sponsors. State boards of accounatncy 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. Website: www.nasba.org.
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