Advantage CPAmerica - CPAmerica International
Transcription
Advantage CPAmerica - CPAmerica International
News from Your Accounting Association CPAmerica Advantage The Lone Star State shines: Technology and A&A head to Austin Now that the 2015 tax season has finally come to an end, professional development has risen to the top of everyone’s mind. CPAmerica International is prepared to give you the best conference season yet with 15 different events to choose from. Trust us, we have your CPE-needs covered! A&A and Tech meet in Texas this June 24-26 We will highlight in this issue our Accounting & Auditing (A&A) Conference that is taking place on June 24-26 in Austin, Texas at The Four Seasons Hotel. Back by popular demand, Audit Watch senior consultant Wayne Kerr will be joining us with his always superbly reviewed Audit Update. Also featured this year will be: keynote speaker Gale Crosley of Crosley + Company, one of the most recommended consultants according to Inside Public Accounting; IT expert Randy Johnston of NMGI; Art Kuesel of Kuesel Consulting; Billy Atkinson of Private Company Council; and Dallas Federal Reserve AVP and Senior Economist, Roberto Coronado, who will give an update on the U.S. economy. This year, CPAmerica is pleased to offer two optional pre-conference opportunities the day before the conference begins on Tuesday, June 23, with Loscalzo Associates’ Jim Woy, and Crosley + Company’s Gale Crosley. Returning after outstanding 2013 and 2014 reviews, Jim Woy will lead the Yellow Book pre-conference opportunity featuring Single Audit/OMB, NPO Environment, and an accounting update. Additionally, Gale Crosley is offering a Trusted Advisor Strategy Workshop on growing client relationships and revenue. may 2015 Habitat for Humanity P. 2 Member News P. 3 CPAmerica Events - Grace Horvath P. 4 “The workshop is patterned after a highly successful technique used by IBM to protect and grow their most significant clients,” said Gale Crosley. “It is one of the most popular workshops among my firms.” Gale’s pre-conference workshop involves a planning process designed to identify opportunities within your largest, strategic and most importantly, at-risk clients. The objectives of the workshop are to protect current business, strengthen your client relationships, and drive additional potential revenue. “Gale’s book, At the Crossroads, was a game changer for us at Mueller,” said Brian Sullivan, partner at “We loved the book and the subsequent opportunities to see Gale speak so much that we asked her to present at our partner retreat. Since then, we have continued to seek her guidance, which she has been more than willing to share, along with being generous with her time. With Gale’s insight and recommendations, we have developed our growth model here at Mueller. Our pipeline and research call program are based on Gale’s strategies, and we credit them with much of our success to date. We strongly recommend that you attend Gale’s workshop if you have an interest in developing a strong growth model.” Late Breaking News About The Technology Roundtable: We are very excited to inform attendees that we have a special Tech Roundtable tour offer! Go behind the firewall as Technology tours Dell. On Tuesday, June 23rd, there will be an all-day tour at Dell’s Executive Briefing and Dell Solution Centers in Austin. This FREE once-in-a-lifetime opportunity is limited to 14 attendees, so it’s critical you act fast. If you are interested in participating, please contact Harrison Schofill at hschofill@ cpamerica.org and lbrowne@ cpamerica.org. Gale’s workshop is specifically designed for CPA firm leaders who want to efficiently identify and drive opportunities across their client base. It gives the highest odds for program success to use within your firm. The preconference is a unique opportunity that is available to only 20 people. Don’t miss your chance, seats are filling See Events, continued on page 2 CPAmerica teams with Habitat for Humanity to help build a better future In April, some of the staff of CPAmerica joined forces with Habitat for Humanity to help build simple, decent, and affordable housing in Gainesville, Fla. 1. All hands on deck! The CPAmerica construction crew: (clockwise from top left) Oscar Molina, Joyce Arthur, Nancy Raughley, Sarah Coulson, Lauren Hand, Grace Horvath, Kaylen Saunders, and Lisa Browne 2. Vice President of Services, Grace Horvath (l.) does some deck yoga as the crew works on 3. Member Services Manager, Kaylen Saunders, strikes a pose. 4. (l. to r.) Lisa Browne, Oscar Molina, Sarah Coulson, and Nancy Raughley show off their new aprons 5. Scrape it away, ladies: Lauren Hand (l.) and Joyce Arthur tackle the floors 6. Events Manager Lisa Browne was all business 7. The finished deck 8. Publications Editor Nancy Raughley helped keep it all together 9. Kaylen Saunders (l.) and Oscar Molina participate in a team building exercise 1. 2. 4. 7. Events, continued from front page up fast. As always, this year’s A&A Conference is co-located with our Technology Roundtable, which is packed with updates on technology, discussion on security trends, advanced administration techniques and trends, Cloud systems, and an in-depth review of CPAmerica’s 2015 IT Survey. Our special event for both conferences is as authentically Austin as it can be. A fun-filled evening at the Rattle Inn (a well-known bar and live music venue located in downtown Austin’s popular West 6th Street District), with live music and fantastic Austin-style barbecue served up by awardwinning Pitmaster John Lewis of La Barbecue. Attendees will not only receive a variety of networking opportunities, but they will also get to know our sponsors in the exhibitor hall. This year’s A&A Conference sponsors are alliantgroup, CCH, Confirmation.com, Intuit, and Tri-Merit. We would like to thank 2 3. 5. 8. 6. 9. Next Generation opens up a second track for 2015 our sponsors for all that they do to make our conference season a success. We hope that this conference season will impress you, as we have worked very hard with your peers on our member planning committees to bring you the best speakers, content, locations and special events. We opened our registration for our A&A Conference and Tech Roundtable in January, and, new this year as well, opened the remainder of our events for registration on May 1** [see page 4]. If you have any suggestions or comments regarding our conferences or would like to serve on a planning committee, we’d love to hear from you. We are always looking for ways to Improve Through Sharing. Complete conference agendas, speaker bios, sponsor and registration information can be found on the events page of CPAmerica’s members-only website, or you can contact Lisa Browne at: lbrowne@ cpamerica.org CPAmerica's Next Generation Conference is designed for successful seniors through managers who have demonstrated their solid technical abilities and that you Next Gen is a way to support your young professionals a foundation experience as to how public accounting Who would I send? This year will have two tracks. Based on your positive feedback, Track 2 will be for returning attendees who operations, but also re-establish connections with friends made last year. Track 1 improvements of their peers. Both groups will have Allred. For more information, contact Grace Horvath at: [email protected] Sharing Opportunities Leading Partners Retreat Chicago, Ill. Next Generation Chicago, Ill. Northeast Partners Boston, Mass. Firm Admin. Roundtable Chicago, Ill. Tax Conference Sonoma, Calif. Midwest Partners Chicago, Ill. Southeast Partners Atlanta, Ga. CPAConnect Roundtable San Diego, Calif. International Group Atlanta, Ga. Central Mountain Partners Albuquerque, N.M. Marketing Roundtable Orlando, Fla. Tech Roundtable Austin, Texas A&A Conference Austin, Texas 2015 CPAmerica Conferences and Meetings www.cpamerica.org CPAmerica Marketing Roundtable June 11 Midwest Partners August 6-7 Firm Administration Roundtable Sept. 30-Oct. 2 Orlando, Florida Chicago, Illinois Chicago, Illinois Focus: Marketing Focus: Partner-Level Member Sharing Focus: Firm Administration Topics will include: Digital Media: Strategies, tactics and tools, goal setting; Marketing Initiatives; Marketing Recruiting Strategies; Databases/CRM Systems A&A Conference Topics will include: Organic Growth Member Sharing (optional); Partner Transition Panel; Strategy to Develop Firm’s Future Talent From the Bottom Up; Niche Development and various Niche Breakouts; and Best Practices June 24-26 Next Generation Conference Focus: Audit Chicago, Illinois Austin, Texas June 1, 2015 Topics will include: Successfully Growing a Mature Niche; Audit Update; Audit Accounting Update; Technology Update; Private Company Council Update ; Developing Future Leaders at your Firm; and more. Technology Roundtable June 24-26 Austin, Texas Focus: Technology June 1, 2015 Topics will include: Tech Update; Windows 10 Preview; Next Generation Security Trends; Advanced Admin Techniques and Tips; The Cloud; What’s New in Networking?; Internet of Things; DR in the Virtual World; Collaboration Strategies; and the IT Survey July 9-10 Albuquerque, New Mexico Focus: Partner-Level Member Sharing June 18, 2015 Topics will include: Strategic Thinking; Firm Culture; Recruitment and Selection; Strength; Succession; and Best Practices Northeast Partners July 23-24 Boston, Massachusetts Focus: Partner-Level Member Sharing July 2, 2015 Topics will include: Leveraging Diversity; The Key Role of the Firm Administrator as a People Manager; Partner Transitioning; What Keeps You Up at Night?; Legal Update; Tech Update; Firm Meetings-How to be More Productive; Achieving “Best Place to Work” Status; Millennial Panel; and Firm Growth and Development. August 19-21 CPAConnect Roundtable Focus: Senior/Manager Growth and Leadership San Diego, California July 29, 2015 Topics will include: Track 1: Get in the Driver’s Seat; Making an Impact; Create Win/Win Client Relationships; Ask a Partner; Firm Metrics That Matter; Top 10 Core Competencies of Successful Professionals; and Skills for Business Development. Network Like a Fox for CPAs; Strategic Thinking; Proactive Career Development; Helping Your Career by Helping Clients; Advanced Firm Metrics; and Learning How to Solve Problems Throughout Your Career. Southeast Partners August 27-28 Atlanta, Georgia Focus: Partner-Level Member Sharing July 21, 2015 Central Mountain Partners September 6, 2015 July 13, 2015 May 7, 2015 Topics will include: Servant Leadership; Marketing vs. Business Development; How Technology is Being Used as a Business Niche Development; Successful Strategic Alliances; Bring Your Own Success Story; and Best Practices. Leading Partners Retreat Sept. 30-Oct. 2 Chicago, Illinois Focus: Practice Growth and Management September 6, 2015 October 21-23 Focus: Practice Growth and Management September 25, 2015 Topics will include: Grow Your Firm With The Right People; Improving Services to ship Meeting; AICPA Update; Practice Management Survey; and Best Practices. Tax Conference November 8-11 Sonoma County, California Focus: Tax October 7, 2015 Topics will include: Succession & Estate Planning; SALT; Trends Shaping the Industry; Repair Regs Implimentation; Crowe Horwath NTO; Disguised Sales and Other Mixing Bowl Provisions; Partnership Exit Strategies; International Tax & Foreign Trusts; Tax Executive Committee; Cyber Security & Identity Theft; Legislative Update; and more. International Group Meeting December 2-3 Atlanta, Georgia Focus: Practice Growth and Management November 6, 2015 Topics will include: International Growth, Building an International Online Presence, Multinational Country Updates, and International Tax Issues. Topics will include: Leveraging Diversity; Superhighways to Sustainablility; Economic Update; Member Sharing Breakouts; Liability Panel; Achieving “Best Place to Work” Status; Millennial Panel; Tech Update; and Member Sharing. Topics will include: Tour of Gray, Gray & Gray, LLP; Surviving Succession and Partner Retirement in Your Firm; Organic Strategies That Build Bench Strength and Future Partners; Social Media in the Workplace; and Member Sharing www.cpamerica.org Member News Three promotions at Mueller & Co. Schultz joins Cendrowski as head of valuation practice Member firm , with headquarters in Bloomfield Hills, Mich., announced that Jim Schultz, CPA, CVA, CFF, MAFF has joined the firm as head of the Chicago business valuation practice and has over 30 years of CPA experience. Schultz is a CPA in Illinois and California, as well as a licensed real estate broker in JIM SCHULTZ Illinois. He is a Certified Valuation Analyst, certified in Financial Forensics and a Master Analyst in Financial Forensics. Schultz received his bachelor's in history from Michigan State University, and his master's in accounting from Roosevelt University. JamisonMoneyFarmer PC opens downtown Birmingham office Member firm PC, with headquarters in Tuscaloosa, Ala., has leased office space in the Wells Fargo Tower, located at 420 20th Street North, Suite 2250, in the central business district downtown, which will serve as the accounting firm's new office in Birmingham. JMF is Alabama's seventh largest CPA firm with three offices in Alabama. Catanese Group hosts local college juniors for third annual Leadership Day Member firm , with headquarters in Johnstown, Pa., hosted nine local college juniors at their third annual “Leadership Day” event. Accounting students from three area colleges and universities were chosen based on their leadership skills and academic performance. Accounting faculty from the University of Pittsburgh at Johnstown, Mount Aloysius College, and Saint Francis University were given specific criteria and made their selections from their respective accounting students. Catanese partners and staff spoke about their disciplines and roles within the firm and on the benefits of working for a regional accounting firm. Take me to your leader. (above) The nine Leadership Day participants Elgin, Ill.-based firm MHC&C take time during tax season to bowl for kids West Des Moines, Iowa-based firm participated in the 2015 Big Brothers Big Sisters Bowl for Kids’ Sake event. This year, MHC&S partnered with VisionPoint Advisory Group to contribute $2,960, helping Big Brothers Big Sisters achieve their mission of providing children facing adversity with strong and enduring, professionally supported one-to-one relationships that change their lives for the better. Meyers Brothers Kalicka, P.C. reports new hires and promotions , with headquarters in Holyoke, Mass, announced the promotions of Melyssa Brown, CPA, MBA, and Jennifer Roy, CPA, JD, to senior manager positions. Brown received her bachelor's in accountancy from Elms College and her master's in accounting from the Isenberg School of Management at University of Massachusetts, Amherst. Roy received her bachelor's in business administration from the Massachusetts College of Liberal Arts and a juris doctor from Western New England College School of Law. Tom Dowling, CPA, MST, has been promoted to the position of audit and accounting manager. Dowling graduated with a bachelor in accountancy from Bentley University and continued at Bentley to earn his master’s in taxation. Matthew Nash and Sarah Kosinski were both promoted to senior associate positions. Nash received his bachelor of business administration, with a focus on accounting, from Nichols College. Kosinski received her bachelor of business administration from American International College and her master of business administration from Elms College. John Veit has been promoted to the position of senior marketing associate. Veit received his bachelor of business administration with a concentration in marketing from the Isenberg School of Management at the University of Massachusetts, Amherst. The firm also announced the hiring of three new associates — Kayla Helitzer, MSA, Joseph Vreedenburgh, MSA, and Brandon Mitchell, MSA, CPA. LLP announced the following promotions: Amy Chamoun, CPA, MST was promoted to tax director. Chamoun received a bachelor's (summa cum laude) in accountancy from AMY CHAMOUN Northern Illinois University, and her master's in taxation from Northern Illinois University. Sheri Taylor, CPA was promoted to audit director. Tayler received a bachelor's in accounting from Illinois State SHERI TAYLOR University. Drent Shields, CPA, MBA, was promoted to audit director. Shields received his bachelor's in finance and management information systems from Colorado State University, and his master's in finance from DePaul University. DRENT SHIELDS SF & Company featured on WGAL TV’s “8 On Your Side” , with offices in York, Pa., Harrisburg, Pa., and State College, Pa., volunteered for the tax phone bank featured on WGAL TV’s “8 On Your Side.” Claire S. Weaver, CPA, CSEP, AEP, shareholder, and Christopher C. Humes, CPA, senior tax manager, served on the news segment, where they answered tax questions called in by viewers of the station. As members of the Pennsylvania Institute of Certified Public Accountants (PICPA), they and 10 other tax experts took hundreds of calls to address the public’s tax-time concerns. Jeff Hodgen, CPA on earns certified valuation analyst designation , with headquarters in Grand Island, Neb., announced that Jeff Hodgen, CPA of Hastings, Neb., has earned the designation of Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts (NACVA). Requirements to earn this designation include maintaining current licensure as a CPA and completing NACVA's comprehensive training program and subsequent exam. 3 CPAmerica Events: Time Well Spent GRACE HORVATH-VICE PRESIDENT OF SERVICES I love this time of year for the same reasons you do. Spring has arrived, plans for summer are already being made and tax season is over! Furthermore, at last we get to tell you about the exciting year of events we’ve been preparing for you. Each year, we wrestle between communicating timely information while not overloading your inbox, especially when it comes to events that involve blocking out time from your firm and family, booking travel, and even deciding between which events to attend. We are thrilled to announce that meeting registrations for all 2015 meetings** opened May 1, including complete agendas to provide you as much early information as possible to help make planning easier. The season kicks off in June, beginning with the Marketing Roundtable in tandem with AAM’s Annual Summit. The meeting is taking place in sunny Orlando, Florida, where CPAmerica accounting marketers will spend the day immersed in sharing and also hearing from social media expert, Matt Hames. Later in June, members will meet for the combined A&A Conference and Technology Roundtable in Austin, Texas, where we’ve made outstanding arrangements for you in the “Live Music Capital of the World” at the Four Seasons Hotel. In addition to the conferences, with their thoughtfully composed mix of technical presentations and sharing of best practices, we are offering two pre-conference opportunities. Jim Woy returns to teach a full-day of Yellow Book, while we are also trying something new with Top 100 influencer, Gale Crosley, leading a half-day personalized workshop for client planning opportunities and on becoming a trusted advisor. Partners in all regions will have the opportunity to meet this summer for regional member sharing of best practices on everything from surviving succession to how technology is being used as a business development tool. Planning committees chose well this year, with all regional meetings enjoying distinctive locales, from the historic Rowes Wharf Harbor in Boston, the landmark Union League Club in Chicago, the popular Mandarin Oriental in Atlanta, to the Sandia Resort in Albuquerque. The big news this year is that we’ve added a second track to the Next Generation Conference this August, based on your overwhelmingly positive response. The conference was designed to help the future generation of your firm learn how the firm works and what role they play in the mutual success of the firm and their career. We are inviting Year 1 alumni back for an all-new agenda, while first-time attendees will benefit from a proven Year 1 agenda with improvements suggested by their peers. Each group gets their own full day of learning with Sam Allred. A panel of Millennials, selected from applicants attending the Next Generation Conference, will share their perspective of the firm of today and give insight on what they need for the future of the firm. Partnership exit strategies, estate planning, and foreign trusts are only a few of the topics that members can consider among the vines of Sonoma County in November. Popular speakers Sam Donaldson and Sean King will be among a strong lineup of technical presentations, plenty of member sharing, and a look ahead with Loretta Doon, CEO of CalCPA (and also one of Accounting Today's 2015 Top 100 Most Influential People). Last but not least, we’ll wrap up our event year in Atlanta with our friends from Crowe Horwath International, at the Fourth Annual International Group Meeting **. Ongoing planning of this, our fastest growing meeting, promises continued resources and new relationships for your global business. With something for everyone, we look forward to seeing you in 2015. **The December 2015 International Group Meeting registration will open June 1. We’ll return to Chicago in September for the Leading Partners Retreat and Firm Administrators Roundtable at the famous Drake Hotel. “Sustainability of the Firm” is this year’s theme, as sessions explore topics ranging from diversity and evaluating existing firm models to becoming a top place to work. 2015 Crowe Horwath International Annual Meeting 104 N. Main St. Gainesville, FL 32601 (352) 727-4070 www.cpamerica.org Shanghai, China October 25-28 This meeting presents the opportunity to spend time with other international members and further develop strong relationships in the exotic setting of Shanghai, China Send feedback and member [email protected] Cross-border meetings to strengthen your international business OHM 4 follow us on our social media: