Computer iconDECEMBER 11TH 2014 9.00AM (EST) - 6.00PM (EST)

Agenda

In this unique online event, you’ll be enlightened on key issues, inspired to take action with new ideas and benefit both personally and professionally with new strategies for growth and development. 

Don't forget each session qualifies for optional CPE credit at just $20 per session. A convenient way of staying up to date without even leaving your home, office or favorite coffee shop. 

 

9:00- 10:00 am
Greg Kyte

Ethics hacks to blow your mind

Presented by 
Greg Kyte
Panelists 
Caleb Newquist

Research in the fields of behavioral economics, behavioral psychology, and evolutionary psychology have revealed insights into why people behave unethically and how to increase ethical behavior in ourselves and in our firms. Greg presents two-and-a-half "ethics hacks" that will blow your mind.

10:00 -11:00 am
David Ringstrom

Excel Nuances

Presented by 
David Ringstrom
Panelists 
Greg Kyte
Caleb Newquist

Microsoft Excel is fraught with nuance. Open the wrong type of file and certain features will be mysteriously disabled. Or in certain cases, using one feature disables another feature. Right-click on a feature that you've always left-clicked on and magically hidden functionality reveals itself. There's even a worksheet function that works in all versions of Excel that you can't find in Excel's online help documentation. Collectively these aspects can make you want to pull your hair out--until you master the power of Excel's nuances. Download handouts from this presentation here. 

11:00 am -12:00 pm
Bill

The Business Case for Social Media

Presented by 
Bill Sheridan
Panelists 
Greg Kyte
Geni Whitehouse
Caleb Newquist

We all know the social movement is about connecting, collaborating and building relationships. Sooner or later, though, the boss is going to utter the words every social media fan dreads: "What's the ROI?" In this interactive session, Bill Sheridan will lay out five reasons why every business (and business person) needs to be using social media -- and using it now.

12:00-1:00 pm
Melinda Guillemette

DIY Leadership

Presented by 
Melinda Guillemette
Panelists 
Greg Kyte
Caleb Newquist
Doug Sleeter

Good leadership can be hard to find in public accounting. It’s time to change that, and the change starts with you. Yes, you. Look in the mirror. You have the potential to be the best leader of yourself. In this session, you’ll learn four practical and immediately useful things you can do to start your DIY leadership program. 

1:00-2:00 pm
Michelle Golden

When Should We Stop Talking About "Women's Issues" in Business?

Presented by 
Michelle Golden
Panelists 
Greg Kyte
Bill Sheridan
Geni Whitehouse
Melinda Guillemette
Caleb Newquist

Accounting grads are consistently over 50% female, yet the percentage of female firm owners has just only reached 20%, up from 19% several years ago. Lots of firms attempt to fix female “retention” and “promotability” by creating diversity support groups centered on the "unique issues that women face." Despite their good intentions, Michelle believes these women-oriented programs actually hurt more than help she’ll share why. She’ll talk about which “women’s issues” are myths and how we can tell. 

2:00-3:00 pm
Ron Baker

Trashing the Timesheet: A Declaration of Independence

Presented by 
Ron Baker
Panelists 
Greg Kyte
Caleb Newquist

The billable hour is dead. Customers do not buy time, and thus professionals do not sell hours. The advantages of Value Pricing over hourly billing have been empirically proven in the marketplace by many CPAs—and other professional firms—around the world. This debate is long overdue. You may not agree with everything posited in this session, but there is no doubt you will think about the issues in a completely different way rather than the conventional wisdom so often promoted in the profession. 

3:00-4:00 pm
Doug Sleeter

The Accountant Entrepreneur — Evolve Your Business Model For Maximum Growth

Presented by 
Doug Sleeter
Panelists 
Greg Kyte
Caleb Newquist
Jim McGinnis

Moving your practice —and your clients —to the cloud is about more than technology. It's a fundamental shift in your business model, a combination of broadening your abilities with today's technology and redesigning your business to maximize growth. There are compelling new business models for accountants who want to take charge of their future.  This presentation presents a roadmap to help you tackle new services for new clients, how to select the right vertical market focus, and how to drive success by driving improvements in business processes with your clients.

4:00-5:00 pm

Numbers Don’t Have to Be Boring: How to Bring Them to Life for Your Clients

Presented by 
Geni Whitehouse
Panelists 
Greg Kyte
Melinda Guillemette
Caleb Newquist
Doug Sleeter
Scott Peterson

Financial statements are our profession’s primary communication tool. We spend half of our billable hours and most of our lives learning how to make them accurate. But somehow, when we hand them over to our clients, they fail to appreciate the value of our perfect accuracy, the fact that the dollar signs line up in the proper column, our placement of single versus double underlines, or even our choice of the perfect font (which happens to be the one that uses the least amount of ink). If we want our clients to appreciate our efforts and to understand the impact of their actions on the numbers, we have to learn how to communicate differently. 

5:00-6:00 pm
Mark Lloydbottom

Power Up Your Client Meetings

Presented by 
Mark Lloydbottom
Panelists 
Greg Kyte
Caleb Newquist

Your one-on-one client meetings provide a significant opportunity to imprint in clients’ minds your value and expertise. But, empirical research evidences that accountants are spending less than 90 minutes face to face with their clients each year. Why? Often the reasons advanced are that clients aren’t interested or that the accountant is too busy. In this session Mark will dispel some of the myths that have gathered pace in the offices of many accountants.

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