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    Educational Sessions | Tuesday, August 27, 2013

    Program materials will be placed on our website prior to August 27 allowing registrants to print session materials prior to attending, if desired. To access the speakers bios, simply click on the name, and you will be prompted whether you want to 'open' or 'save' the PDF file.

     

    There will be no printed materials at the event.

     

    TIME

    TOPIC

    SPEAKER

    8:00 a.m. - 8:50 a.m.                                   

    KEYNOTE PRESENTATION:
    State of the CPA Profession

    FOS: 1 Accounting

    William P. Graf, CPA, Partner, Deloitte & Touche LLP, Chicago, IL

     

    Todd Shapiro, President & CEO, Illinois CPA Society

    8:50 a.m. - 9:40 a.m.

    BREAK - VISIT SHOW FLOOR

    9:40 a.m.-11:20 a.m.

    Practice Management Track

    Benchmarking Your Practice and Improving Your Bottom Line

    FOS: 2 Business Management & Organization

    James C. Metzler, CPA, CGMA, CITP,  Vice President, Small Firm Interests, AICPA, Durham, NC

    Tax Track
    Individual Tax Update
    CLE 1.5 Hours, CFP 2 Hours, 2 EA

    FOS: Taxation

    Albert L. Grasso, JD, LLM, Attorney of Counsel, Chuhak & Tecson, P.C., Chicago, IL

    Technology Track

    Cloud, Mobile, Tablets, Smartphones - How CPAs Stay Connected

    FOS: 2 Computer Science

    Education Track Sponsor: CCH, a part of Walters Kluwer

    David Bergstein, CPA, CITP, Director, Strategic Relationships, CCH, a part of Wolters Kluwer, Coconut Creek, FL

    Corporate Finance (CCFL) Track
    Understanding How Employees Rationalize Fraud

    FOS: 2 Auditing

     

    Education Track Sponsor: Garelli Wong and Jackson Wabash

    Kelly Richmond Pope, Ph.D., CPA, Associate Professor, School of Accountancy and MIS, Driehaus College of Business, DePaul University and Founder, Helios Digital Learning, Inc.

    Intuit Academy Track
    From Tweets to Social Treats: How to Grow Your Practice Through Social Marketing

    FOS: 2 Computer Science

    Michelle L. Long, CPA, MBA, Owner, Long for Success LLC, Lee's Summit, MO

     

     

    11:20 a.m.- 12:40 p.m.

    BREAK - VISIT SHOW FLOOR

    12:40 p.m.- 1:30 p.m.

    KEYNOTE PRESENTATION:
    What Makes the Great Ones Great?

    FOS: 1 Personal Development

    Don Yaeger, President, 180 Communications, Inc., Tallahassee, FL

    1:30 p.m.- 2:10 p.m.

    BREAK - VISIT SHOW FLOOR

    2:10 p.m.- 3:50 p.m.

    Practice Management Track

    Current Trends in the Profession - Best Practices of High Achieving Firms and Partners

    FOS: 2 Business Management & Organization

    Allan D. Koltin, CPA, CEO, Koltin Consulting Group, Inc., Chicago, IL

    Tax Track
    Business Income Tax Update
    CLE 1.5 hours, CFP 2 Hours, 2 EA

    FOS: 2 Taxation

    Albert L. Grasso, JD, LLM, Attorney of Counsel, Chuhak & Tecson, P.C., Chicago, IL

    Technology Track

    Marketing Your Practice as a Tech-Savvy Firm

    FOS: 2 Business Management & Organization

     

    Education Track Sponsor: Thomson Reuters

    Greg Yeargan, Enterprise Business Analyst, Thomson Reuters, Maypearl, TX

    Corporate Finance (CCFL) Track
    Healthcare Reform Update

    FOS: 2 Specialized Knowledge & Applications

     

    Education Track Sponsor: Garelli Wong and Jackson Wabash

    Marcus Newman, RHU, CBC, Vice President, GCG Financial, Chicago, IL 

    Brian Uhlig, Vice President, GCG Financial, Chicago, IL

    Intuit Academy Track
    The Deep Dish on Quickbooks Online

    FOS: 2 Computer Science

    Stacy Kildal, Owner/Operator, Kildal Services LLC,
    Waterford, MI

    Technology Walking Tour

    FOS: 2 Computer Science

    M. Darren Root, CPA, CITP, President, Root & Associates LLC, Bloomington, IN

     

    3:50 p.m.- 4:10 p.m.

    BREAK - VISIT SHOW FLOOR

    4:10 p.m.- 5:50 p.m.

    KEYNOTE PRESENTATION:
    Technology Futures - 2013

    FOS: 2 Computer Science

    Dana "Rick" Richardson, CPA.CITP, Technology Futurist and President, Richardson Media & Technologies, LLC, Canton, CT

     

     

     

     

     

     

     

     

             
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