Topics and Speakers
The Association will feature speakers on various timely issues. Plans are coming together for a fabulous conference with two-and-a-half days of nationally known speakers and timely issue-driven topics certain to please attendees from accounting practices, regardless of firm size or the specific responsibilities of the professional manager. The conference will kick off on Tuesday afternoon with a First Timer’s Forum followed by a Welcome Reception with our vendors that will help the Association set the tone for the balance of the week.
Following two-and-a-half days of breakout sessions and featured presentations for professionals managing accounting practices, the conference will conclude at Noon on Friday following a program entitled Playbook for Success: How to Win, Work and Excel to the Next Level Individually and as a Team by Nancy Lieberman, Basketball Hall of Famer and one of the most influential figures in women’s sports. Nancy is an international speaker and noted authority on leadership, team building, and change.
This year, AAA is again hosting an all-day Fly-In on Tuesday, June 19 for those with an interest in leadership and the effective management of a CPA firm. The offered Fly-In is separate from the Conference, but discounts for participation in both are available.
In addition to the customary management, marketing, human resource, personal development and technology topics, concurrent sessions will be presented by recognized experts in their fields and cover such timely topics as (partial listing):
- Breakout Sessions by Firm Size
- ABC’s of Accounting for the Experienced Professional
- Liability Insurance: Providing Professional Peace of Mind
- Managing Your Firm’s Online Reputation
- The Lasting Impressionist – Turning First Impressions into Those That Last
- Mergers & Acquisitions: Why Firms are Getting Burned Playing the Strategy of Hope
- Overview of Significant Legal Issues Impacting the Workplace
- Unleash you’re A.C.E. – A Hands-On Workshop Designed to Create a Confident and Better You
- Tech Update: What’s the Best ROI?
- Coaching (Training) During Challenging Times
- Growth: How to Drive a Sales Culture in Your Accounting Firm
- Early Riser Breakfasts
- The Accounting Profession 2025 for Professional Managing CPA Firms
- Dealing with Partner Politics
- Developing Relationships with Your State Society
- Creating Practice Value Through Effective Management
- Communicating with Your IT Person
- Strategies to Truly Engage and Retain Your People
- Placing Your Bet on Experience: Learn to Enhance Our Role as Firm Manager
- The Enhanced Role of the COO in CPA Firms
- Optimizing Your Brain for Peak Performance
- Discovering Your Memory Power & Reading Smarter
- Fostering a Culture of Trust and Motivation
- Playbook for Success – How to Win, Work and Excel to the Next Level Individually and as a Team
8:00 a.m. – 5:00 p.m.
CPA Firm Association Meetings (Separate Registration Required)
Various CPA Firm Associations and Networks will host half and/or full-day events in conjunction with the AAA National Practice Management Conference. Schedules and agendas will be released by the associations and networks.
5:00 p.m. – 8:00 p.m.
National Board of Directors Meeting
Tuesday, June 19, 2012
7:00 a.m. – 6:00 p.m.
Conference Registration
Cyber Café Open
Cyber Café Sponsored by
Audio-Visual Supported by
The Indiana Chapter of AAA
Padfolios Sponsored by
7:30 a.m. – 5:00 p.m.
CPA Firm Association and Network Meetings (Separate Registration Required)
Various CPA Firm Associations and Networks will host half and/or full-day events in conjunction with the AAA National Practice Management Conference. Schedules and agendas will be released by the associations and networks.
7:30 a.m. – 8:00 a.m.
Fly-In Registration and Continental Breakfast
8:00 a.m. – 4:30 p.m.
Pre-Conference Leadership Fly-In - Solving Your Firm’s Problem: Thinking Like a Consultant
Led by Sam M. Allred, CPA, Founder and Director, Upstream Academy
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 8 hours
Every firm has its own unique challenges – some large, some small, and many in between. Some firm problems are easily resolved; others never seem to go away. Firm leaders spend a lot of time and energy trying to solve these challenges – challenges that hold the firm back from its full potential. This workshop will teach you how to tackle problems the way a consultant would approach them. Attendees will learn principles and processes for responding to the toughest challenges a firm faces.
In this year’s action-packed session, we will:
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Participate in a developing future leaders exercise
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Participate in exercises dealing with exceptional client service
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Learn how to create a business development culture
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Discuss and learn how to create a culture of accountability
Sam Allred, CPA, Helena, Montana is a Shareholder with Anderson ZurMuehlen & Co., P.C., a regional CPA firm with six offices and over 250 people, headquartered in Helena, Montana. Sam is also the Founder and Director of Upstream Academy, LeaderSkills Institute and the Emerging Leaders Academy. Sam interacts with hundreds of accounting firms across North America every year via conferences, partner retreats, management presentations and training sessions. He speaks and writes extensively both in the U.S. and abroad. He is viewed as one of the top strategic thinkers in the accounting profession. Sam has also conducted leadership training for Leadership Helena for the past five years. Sam has been regularly recognized as one of the major influencers of the accounting profession and is listed each year as one of “IPA Most Recommended Consultants.” His hobbies include spending time with his family, fly fishing and golf. Sam and his wife Marlene have seven children.
10:00 a.m. – 10:15 a.m.
Fly-In Refreshment Break
12:00 p.m. – 1:00 p.m.
Leadership Fly-In Lunch
2:30 p.m. – 2:45 p.m.
Fly-In Refreshment Break
4:45 p.m. - 5:45 p.m.
First Timer's Forum
Led by Virginia L. Lowery, Administrative Manager, Illinois Agricultural Auditing Association and Rita Keller, President and Founder, Keller Advisors, LLC
Program Level: Overview
NASBA Field of Study: Personal Development
CPE Credit: 1 hour
If this is your first AAA National Practice Management Conference, or first in several years, you are encouraged to participate in this lively and interactive session designed to help facilitate your Conference experience. Spend time learning the ins and outs of this nationally recognized educational extravaganza. Veteran attendees and past AAA National Presidents Virginia Lowery and Rita Keller will take a fresh approach to adding value to the annual event while providing tips to receive the maximum return on your personal and firm investment.
6:00 p.m. - 7:30 p.m.
Welcome Reception with Our Vendors
Join other conference participants for an evening of networking and fun as AAA leads attendees to “Win Big with AAA” with a proper welcome to Fabulous Las Vegas. The evening will allow for introductions to the event’s vendors and will set the tone for the next two-and-a-half days of excitement with appetizers and a cash bar.
Sponsored by
Wednesday, June 20, 2012
6:00 a.m.
Morning Power Walk
Led by Roman H. Kepczyk, CPA.CITP, Director of Consulting, Xcentric
Join other attendees for a relaxing walk through some of Henderson’s most interesting surroundings. Time will be provided to freshen up before sessions begin. Meet in the lobby of the hotel.
7:00 a.m. - 5:00 p.m.
Conference Registration with Our Vendors
Cyber Café Open
7:15 a.m. - 8:15 a.m.
Networking Breakfast with Our Vendors
This open forum format will provide an opportunity for Conference participants to ask questions of administrators, COOs, principals and partners from firms of various sizes with differing focuses and structures while meeting our vendors and discussing the latest products and services available to CPA firms.
Sponsored by
7:15 a.m. – 8:15 a.m.
Speed Networking Breakfast
Moderated by Jim Fahey, Chief Operating Officer, Apple Growth Partners
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1 hour
Using the Speed Dating format, this breakfast session will provide five sessions of seven minutes each for members to have one-on-one conversations regarding specific topics in an intensive and fast-paced forum.
Sponsored by
8:20 a.m. – 8:30 a.m.
Welcoming Session
By Sharon Uithoven, Executive Director, Nevada Society of CPAs
Join us as we begin our journey to “Win Big” with the opening of the 2012 National Practice Management Conference.
For more than 60 years, the Nevada Society of Certified Public Accountants (NVCPA) has worked to enhance the practice of accounting in Nevada through member services, support and advocacy. With more than 1,600 accounting practitioners as members, the Association works to serve the interest of both the profession and the public throughout the State of Nevada.
8:30 a.m. - 9:45 a.m.
The Lasting Impression – Turning First Impressions into Those That Last
By Frank Kelly, Founder, Project Vacant Streets & ACE Unleashed, Inc.
Program Level: Basic
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours
How would you like to secure your next promotion, land your dream job, close your next business deal and genuinely attract people to your ideas? You can achieve this and more by simply enhancing the impression you leave on others. In this presentation, Frank will identify how to make lasting impressions and explore what’s behind those of people like Oprah Winfrey, Lance Armstrong and Barack Obama. He’ll show you how to enhance your attitude on a daily basis, communicate in a more positive manner and project the confidence that will attract people to you. Ultimately, this session will teach you how to
turn others’ first impressions into lasting impressions and deliver this message to your firm’s staff.
Frank Kelly is a humanitarian, a producer, a motivational speaker, a Fortune 500 product director, the founder of ACE Unleashed Productions and the creator/host of Project Dream Jobs. He's also Esquire Magazine's 2007 Best Dressed Real Man in America and the brainchild behind Project Vacant Streets, the inspirational and nationally renowned initiative designed to bring awareness to our country's homeless crisis and hope back to America's homeless population. Since its inception, Frank's project has garnered international recognition and awareness. The New York Times, The Chicago Tribune, Forbes Magazine, Fox News, MSNBC, ABC News and NBC News are just a few of the media outlets across the country that have featured Frank and his project. Florida International Magazine chose Frank as one of the 100 most influential people in Florida. Frank shares this honorable list with Matt Damon and Michael Bay among others. His efforts in motivating and employing our country's homeless have established Frank as an inspiring figure in America. Within Corporate America, Frank is a Product Director at Johnson & Johnson. He has held managerial titles in Business Development, Marketing and Mergers/Acquisitions over the last seven years. Working in Corporate America for over twelve years, Frank has learned valuable leadership and inter-communication skill sets that make up the backbone of his message. In 2007, Frank received the Johnson & Johnson President's Award for his achievements. Frank holds a Business degree from Florida International University and an MBA from the University of Miami.
9:45 a.m. – 10:10 a.m.
Refreshment Break with Our Vendors
Sponsored by The Minn-Dak Chapter of AAA
10:10 a.m. – 12:40 p.m.
BREAKOUT SESSIONS BY FIRM SIZE INCLUDING LUNCH & LEARNS
Participants will be assigned to the session matching the number of personnel at their respective firms. Session moderators will ensure focused discussions on topics and issues of importance to the participants based on agendas determined by participants prior the Conference. These pre-determined agendas will help allocate time to the topics of interest and need. Lunch will be served during the last portion of the session.
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 2.5 hours
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<=25 people
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26-49 people
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50-75 people
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76-115 people
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116-200 people
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201+ people
BREAKOUT SESSIONS
(A) ABC’s of Accounting for the Experienced Professional
By Charles Hylan, CPA, Shareholder, The Growth Partnership
Program Level: Intermediate
NASBA Field of Study: Accounting
CPE Credit: 1.5 hours
Upon entering the accounting industry, most firm administrators have a vague idea what an accounting firm does and the services it provides. Over time, administrators slowly increase their knowledge base; however, this information is often times confusing and it’s incumbent on the administrator to reach out for learning opportunities. This high impact presentation, delivered by a “recovering” CPA, will provide participants with the essentials every experienced firm administrator must understand to effectively function within their firm. This session will provide an overview of:
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The “Big 3” financial statements and how they are related.
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The accounting acronyms administrators face every day.
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The most current benchmarking statistics for the accounting industry.
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Trends within the accounting industry.
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The most common services an accounting firm offers.
Charles Hylan, CPA joined The Growth Partnership after dedicating 12 years consulting with, and working in, accounting firms ranging from sole-practitioners to National and Big 5 firms. During this time, Charles spent more than eight years working at Price Waterhouse and Arthur Andersen where he began his career as an auditor before transitioning into a strategic planning and marketing role. Charles entered the accounting consulting industry in 1999 as a Vice President in the Consulting Services division of Waugh & Co. As a shareholder, Charles brings value to TGP clients by understanding the comprehensive nature of their practice development and management goals. As a result, he is a trusted advisor to clients within several areas of TGP’s service offerings, including outsourced marketing, strategic planning and training. As a marketing consultant, Charles works closely with TGP clients to create high-impact marketing plans focused on the growth and development of current clients, prospective clients and referral sources. As a strategic planning consultant, he draws upon his practical, enthusiastic, “can-do” approach to help firms create and execute long-term plans and change-inspiring retreats. Within TGP’s training programs, Charles is a certified facilitator of FranklinCovey’s The 4 Disciplines of Execution®, and facilitates The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA. No matter what service Charles is providing, his passion for helping clients maximize their potential by embracing change shines through. Charles is an inspiration to clients due to his unique ability to focus on implementation…the only true way to bring about change. Charles has written articles featured in various accounting publications and has spoken at many accounting firms, associations and other industry meetings and conferences.
(B) Managing Your Firm’s Online Reputation
By Roy Keely, Director of Marketing, Xcentric
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
The days of top down messaging are over with the invention of the Internet and the advent of social media. It has never been more important to start making the shift to a personal brand and getting away from brochure-based branding that many professional service firms are guilty of. This session seeks to give practical guidance regarding your firm's online reputation and how to start building a brand fit for today's marketplace.
Roy Keely is the Director of Marketing at Xcentric and offers a broad range of experience in technology, marketing, and consulting. He enjoys writing and speaking to professional service firms looking to bring practical insight and action to their firms. As an elder member of the Gen Y family, Roy stretches the boundaries of “traditional business” as he incorporates today’s technology tools into the business realm. Roy is a native Texan and graduated from the University of Houston with a degree in marketing. Outside of work, Roy enjoys a good coffee shop or pub and being outdoors with his wife Andrea.
(C) Liability Insurance: Providing Professional Peace of Mind
Facilitated by Bill Leach, Principal/Firm Administrator, Katz Sapper & Miller
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
Participants will learn from a panel of experts everything they wanted to learn about professional liability insurance. This session will explain the broad range of professional services typically covered by policies, define policy territory, define the innocent insured provision, explain limits, define business enterprises, discuss deductibles and credits as well as limited coverage for known claims, explain defense coverage and more. Set up in a panel format with the profession’s most notable brokers invited, attendees will have the opportunity to ask questions and seek advice. The session will be professionally facilitated by an experienced Firm Administrator.
Bill Leach is a Principal of Katz, Sapper and Miller and has served as Firm Administrator of Katz, Sapper & Miller for over 30 years. He is responsible for all administrative and business aspects of the firm, with particular emphasis in human resources, billings and collections, KSM's financial matters and facilities management. Prior to joining KSM, he was Executive Vice President of an Indianapolis engineering firm, and a member of the U.S Marine Corps, serving two tours of duty in the Republic of Vietnam. Bill, a non-CPA administrator, was named a Principal of Katz, Sapper and Miller in 1985. In addition to KSM's management, he provides consulting services to clients seeking expertise in the areas of Human Resource Management, Relocation and Space Utilization, Practice Management and other management issues. Bill's firm is nationally recognized as a "Best of the Best" firm based on fiscal and management performance and has been chosen one of the top ten "Best Places to Work in lndiana." A member of the Association for Accounting Administration since 1986, Bill is a past President of the Indiana Chapter and has served as a member of the National Board of Directors. He was selected as the CPA Firm Administrator of the Year in 1995 and awarded the inaugural National AAA Distinguished Service Award in 2002. Bill also currently serves on the Editorial Advisory Board of various national accounting management publications and has written articles for or appeared in articles by the profession’s most noteworthy publications. He has been a national speaker to hundreds of CPA firms from Seattle to Miami and New York to San Diego.
(D) Overview of Significant Legal Issues Impacting the Workplace
By Anthony L. Martin, Managing Shareholder, Ogletree, Deakins, nash, Smoak & Stewart, P.C.
Program Level: Intermediate
NASBA Field of Study: Business Law
CPE Credit: 1.5 hours
HRCI Pre-Approved: 1.5 hours
This session will summarize the latest developments, rulings, and news impacting employers. Some of the topics to be discussed include: employment litigation trends, organized labor’s latest tactics, key case rulings, and new liability risks. The program will also cover the recurring evidentiary issues that HR professionals and employment attorneys encounter when addressing, investigating and litigating discrimination, harassment and retaliation claims. And given that the average employment lawsuit costs an employer $150,000 in lost time and workplace disruption, this session will cover ways in which claims can be significantly reduced or eliminated altogether with more attention paid to effective hiring/screening techniques, better phrases to be used in disciplinary and medical leave documentation, as well as analyze specific scenarios to provide concrete suggestions for written documentation that is effective, reflects the company’s investment in the employee’s success, and reflects the company’s fair and sensitive treatment of difficult issues.
Anthony L. Martin is the Managing Shareholder of Ogletree Deakins’ Las Vegas office. His unique practice encompasses two primary components: representation of management in traditional labor matters and the defense of employers in employment matters. First, utilizing his prior experience with unions and the NLRB, Anthony also represents employers in traditional labor law matters, including significant R-Case experience, the preparation of responses to ULP charges, conducting labor arbitrations, union avoidance, and the negotiation and maintenance of collective bargaining agreements. He also defends employers throughout the country in claims including, but not limited to, suits brought pursuant to Title VII, Americans with Disabilities Act, Family Medical Leave Act, the Age Discrimination in Employment Act, as well as corresponding state law claims and administrative charges. Anthony also engages in the firm’s preventative practice, counseling employers on a wide variety of personnel issues, including proactive employee relations, conducting seminars, harassment training and teaching effective hiring and separation techniques for employers. He regularly advises employers regarding wage and hour issues, employee handbooks, policies and procedures, employee separation, reductions in force, employee leave, employment contracts, and assists employers with responses to administrative agency complaints. Anthony is a frequent speaker in the community and a founding member of Stay Connected, a free, quarterly seminar series focusing on significant labor and employment issues.
2:00 p.m. – 2:15 p.m.
Refreshment Break with Our Vendors
The NorCal and Northeast Chapters of AAA
2:15 p.m. – 3:30 p.m.
BREAKOUT SESSIONS
(E) Mergers & Acquisitions: Why Firms are Getting Burned Playing the Strategy of Hope
By Sam M. Allred, CPA, Founder and Director, Upstream Academy
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
Potentially one of the best ways to grow your firm, mergers and acquisitions are also mine-fields for the poorly prepared. How can you most effectively use these tools to add needed talent, expand your geographical reach, develop new services, or increase horsepower in existing niches? How do mergers and acquisitions fit into your long term plans for growth? Be sure to bring your questions to this session.
See Tuesday’s Leadership Fly-In session for Mr. Allred’s bio.
(F) Unleash You’re A.C.E. – A Hands-On Workshop Designed to Create a Confident and Better You
By Frank Kelly, Founder, Project Vacant Streets & ACE Unleashed, Inc.
Program Level: Intermediate
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours
ACE the Sale: Would you like your clients to be so moved by your lasting impression that they always buy from you? This session will teach you to teach your staff how to ‘Unleash their ACE’ to connect with clients in a real and genuine manner. Attendees will be provided with unconventional tips and techniques that will help secure business development and success-building techniques that can be utilized immediately and often. Attendees will take away a new attitude of genuine confidence with solid concepts for creating positive lasting impressions on your clients.
Ace Leaders: Attendees will learn positive influence techniques and empowerment strategies utilized by the world’s most successful executives at leading Fortune 500 companies. This session teaches management techniques that dovetail with the speaker’s top-rated ACE program to help transform your organization’s leaders into lasting impressionists. You’ll learn how to leave lasting impressions at each executive board meeting, employee gathering and one-on-one encounter. Your team will learn to walk away with the ability to empower and positively influence.
ACE Your Career: Employees may lose their drive or feel cornered or limited in their career, leading to lower productivity and higher turnover. Learn how to teach your staff to leave lasting impressions in order to revive their morale and regain productivity. This session will teach participants to positively impact their colleagues by ‘Unleashing their ACE’.
See Wednesday’s The Lasting Impressionist - Turning First Impressions into Those That Last session at 8:30 a.m. for Mr. Kelly’s bio.
(G) Tech Update: What’s the Best ROI?
By Thomas G. Stephens, Jr., CPA.CITP, Shareholder, K2 Enterprises
Program Level: Intermediate
NASBA Field of Study: Computer Science
CPE Credit: 1.5 hours
This session will discuss and examine the ROI of technology practices in an accounting firm. Technology is an investment which needs to be planned and focused on ROI. Although you can often put off the investment, a firm should understand the lost opportunities they forego. Initially, a firm should review where they need to make changes in order to be better; more effective and more efficient in solving client needs. Prioritizing these needs based on the benefits to the firm and their clients provides a road map to success. This session will explain how to develop that road map and use it as a tool for decision for accomplishing the firm’s vision.
Tommy Stephens, Jr., CPA.CITP received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, he began working for an Atlanta-based public accounting firm. After earning his designation as a CPA, Tommy worked for BellSouth Corporation as an Internal Auditor moving to other positions within the company until 1994 when he left and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Tommy provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, practice management and marketing, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past thirteen years, Tommy has presented in excess of 1,100 educational sessions to over 28,000 participants nationwide.
(H) Coaching (Training) During Challenging Times
By Chris Sopa, Founder, Chris Sopa International, Inc.
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Pre-Approved: 1.5 hours
Today’s corporate climate is characterized by extraordinary levels of uncertainty, disruption and change and the forecast is for more of the same! Yet with any “negative” comes with it extraordinary opportunities for growth. Leaders must chart a course through this stormy environment, developing and implementing effective strategies while maintaining drive, morale, motivation, innovation and a vision for success. How we learn to navigate and manage OURSELVES through this course, dictates how we will effectively influence others. Participants in this session will learn how to:
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Establish trust and credibility with your staff.
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Find calm in the middle of chaos and work at cross-purposes.
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Manage dilemmas with a positive attitude.
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Ready your team and organization to seize new opportunities.
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Empower your people to perform at their peak in trying circumstances.
3:45 p.m. – 5:00 p.m.
Growth: How to Drive a Sales Culture in Your Accounting Firm
By Charles Hylan, CPA, Shareholder, The Growth Partnership
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Pre-Approved: 1.5 hours
The golden years of accounting are over and the days of sitting around and watching new clients walk in the door have long past! Accounting firms MUST drive sales to remain competitive, make the money they want to make, provide opportunities to up-and-coming stars and payout the retiring partners. This session will provide participants with an overview of:
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The 4 Disciplines of Practice Development™
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The TGP Sales Funnel™
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Various sales and marketing benchmarks and studies
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The myths of selling within a professional service firm (and how to deal with them)
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An effective behavioral profiling system (essential for driving a sales culture)
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Proven tools and activities administrators can take back to their firm
5:30 p.m. - 7:00 p.m.
AAA’s House Party with ACE Award Presentation
An evening with appetizers, awards and entertainment. Dress is comfortable for an evening filled with ideas on how to get you to the think “Big”.
Party Sponsored by
Entertainment Sponsored by
Thursday, June 21, 2012
6:00 a.m.
Morning Power Walk
Led by Roman H. Kepczyk, CPA.CITP, Director of Consulting, Xcentric
Join other attendees for a relaxing walk through some of Henderson’s most interesting surroundings. Time will be provided to freshen up before sessions begin. Meet in the lobby of the hotel.
7:00 a.m. - 5:00 p.m.
Registration with Our Vendors
Cyber Café Open
7:15 a.m. - 8:25 a.m.
EARLY RISERS BREAKFASTS
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 1 hour
The Early Risers breakfasts are open forum formats providing an opportunity for conference participants to ask questions of experts in the fields of marketing, technology, leadership and human resources. Conference attendees may select one of four breakfasts.
(ER1) Marketing
(ER2) Leadership
(ER3) Technology
(ER4) Human Resources
8:30 a.m. – 10:00 a.m.
The Accounting Profession 2025 for Professionals Managing CPA Firms
By James C. Metzler, CPA, Vice President of Small Firm Interests, AICPA
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
This forward looking session will highlight the driving forces that will reinvent firms as well as their clients. Jim will blend the output and analysis from the AICPA Horizons 2025 initiative with his practical insight into what firms can be doing today to harness the many opportunities that will unfold over the next 15 years. As a professional managing a CPA firm in 2012, this is a session you must attend.
James C. Metzler, CPA, is Vice President of Small Firm Interests at the American Institute of Certified Public Accountants (AICPA). In this role, he leads AICPA initiatives aimed at serving the needs of practitioners, including the activities of the Private Companies Practice Section as well as the Institute’s specialized communities and accreditations. He also serves as an advocate for small firms on standard setting, legislative matters and practice issues and as liaison between the AICPA and its member firms. Jim reports directly to Barry Melancon and works with him on a multitude of professional issues. His efforts on behalf of small firms and his activities with the AICPA have gained him recognition throughout the profession. He has frequently been named as one of the “The Top 100 Most Influential People in Accounting”, a national listing compiled annually by the editors of Accounting Today. In 2005, 2006, 2007 and 2008 those chosen for the list were asked to compile their own “most influential” list and Jim was one of nine luminaries in the profession selected for this distinction. Jim received the U.S. Small Business Administration’s New York District Office 2007 Financial Services Champion of the Year Award. He was cited for his significant contributions in helping small businesses obtain the accounting services they need to succeed. Jim has spent more than 37 years working with small firms. Prior to joining the AICPA, he was a co-founder of Convergence Coaching, LLC, a national consulting firm dedicated to helping CPA prosper by assisting them to develop and implement success plans. Jim spent 32 years in public accounting, 24 of them as a partner with Gaines Metzler Kriner & Company, LLP, a local firm in Buffalo, New York. He was also founder GEMKO Information Group, Inc., a successful technology consulting organization. He is the author of How to Build a Million Dollar Technology Consulting Practice and of numerous articles on practice management issues. He is a frequent lecturer for the AICPA, State Societies and global CPA professional associations.
Sponsored by
10:00 a.m. - 10:30 a.m.
Refreshment Break with Our Vendors
Sponsored by
10:30 a.m. - 12:00 p.m.
BREAKOUT SESSIONS
(I) Dealing with Partner Politics: Walking the Tightrope and Reaching Success
By Rita Keller, President and Founder, Keller Advisors, LLC
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
Managing a successful CPA firm is not only a challenging role it is a political one, as well. While “politics” inside a firm is often viewed a maneuvering, wrangling and manipulating people and situations to get your own way, the word has a very different meaning. Politics is described as a process by which groups of people make collective decisions. In reality, the firm administrator is often caught in the middle, between partners and team members, between partners and managers and often between the partners themselves. This session will provide you and your peers a lively and collaborative discussion on winning the political game inside your firm.
Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a successful, regional CPA firm and has over 30 years’ hands-on experience in the management, marketing, technology and administration of a successful firm. Rita is widely known for her leadership, presentation and implementation skills and her passion for CPA firm management. She works as a change agent for firms throughout the country focusing on the people, internal management, operational, implementation and partner issues. She also provides a mentoring/coaching program for the firm’s management team. Rita provides unique facilitation for partner retreats, bringing the people issues, succession issues and processes into the spotlight. Rita has frequently been named one of the “Top 100 Most Influential People in Accounting”. She recently received the Everest Award from Management Summit, established to recognize major/ongoing contributions to the CPA profession and the Association for Accounting Administration’s ACE Award for achievement, commitment and excellence in CPA firm management and administration. In December 2009, her popular daily blog, devoted to CPA firm management, was named one of the “Top 50 Blogs for Accountants”. She serves on the AICPA Practitioners’ Symposium Committee as past-Chair and is also on the advisory board of CPA Practice Management Forum and the AICPA Seasonality Success newsletter. Rita served on the national Board of Directors of AAA for seven years, two of those years as National President and is past-president of the Indiana Chapter and cofounder of the Ohio Chapter. Rita is a contributing author to the AICPA MAP Handbook, AICPA PCPS Human Capital Center and has been featured on the cover of The Practical Accountant. She is often quoted in CPA management publications, Internet newsletters, blogs and Twitter. As a member of The New Horizon Group, comprised of some of the most respected consultants to the CPA profession, Rita is able to maintain a keen sense of what CPA firms are facing nationwide.
(J) Developing Relationships with Your State Society
By Stephanie R. Peters, CAE, President & Chief Executive Officer, Virginia Society of CPAs
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
In this session, you will gain a better understanding of the unique value of state CPA societies and the direct benefits your firm can access through membership. You will hear how you can enhance your relationship with CPA society staff and leaders and find key ways to leverage the relationship to benefit your firm. You also will leave with a clear understanding of the top professional issues facing CPAs and firms today.
Stephanie R. Peters, CAE, is President & Chief Executive officer of the Virginia Society of CPAs, a statewide professional association for CPAs. She has been with the VSCPA since 1997, and she leads the organization on national and state professional issues, legislative and regulatory activities, and external and member relations. As President & CEO, Stephanie is a member of the VSCPA Board of Directors, its Executive Committee and its Educational Foundation Board. She has served on the AICPA Peer Review Board and currently serves on the AICPA/NASBA Uniform Accountancy Act Committee. Peters also is in her second year serving on the CPA Society Executives’ Association Board of Directors. A Certified Association Executive (CAE), Peters is president of the Board of Directors of the Virginia Society of Association Executives. She received her bachelor's degree from the University of Virginia and her master of public administration degree from Virginia Commonwealth University.
(K) Creating Practice Value through Effective Management
By Timothy I. Michel, CPA, Principal, Michel Consulting Group LLC
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Pre-Approved: 1.5 hours
Successful firms embrace management and leadership and use it to create a unified partner group focused on achieving the firm’s vision. Further, they have developed a growth culture that supports the recruiting and retention of talented staff and results in increased practice value. But what do these firms look like? What are the attributes of a firm with high value and profitability? This workshop discusses the attributes of successful firms and how they manage for growth and longevity. In a practical and interactive workshop, we will explore:
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The attributes of high-value firms
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The importance of defining a strategic vision and creating a One-firm concept
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How to be a “firm of choice” to team members and clients
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Driving partners to engage in high-level activities
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Enhancing client services, the effectiveness of governance, the development of our people, and how to insert accountability, recognition and reward in the firm.
Timothy I. Michel, CPA is a former managing partner of a multi-office Top 100 CPA firm. He helps CPA firm owners create value in their practice by drawing on his own experiences to assist them in identifying and over-coming obstacles and focusing on opportunities to increase growth and profitability. Experiences include 35 years in CPA firm leadership roles including: ten years as CEO during which time the firm’s revenues tripled, management of the firm’s largest office, management and development of a smaller acquired office, participation on the firm’s management committee, 25 years serving clients as a practice partner, and 20 years performing peer reviews (where he observed what worked and did not work well for firms). While CEO, he was directly involved in: the acquisition of five accounting practices, the creation of numerous new services, the revision of the firm's governance system and organizational structure, working with firm counsel to rewrite the various owners’ agreements, creation of the firm’s partner accountability plan and related partner compensation plan, the development of the firm’s leadership programs for young partners and managers, and leading the firm's strategic planning sessions. Tim is a frequent presenter at management conferences and accounting firm association sessions. He facilitates partner retreats, helping firms develop strategic plans that result in action plans thereby moving firms forward to greater growth and profitability. Tim also assists firms in the development of effective governance systems, partner accountability and related compensation plans and succession planning. He is a valued resource to new and seasoned managing partners through his Managing Partner Coaching and Counseling service.
(L) Communicating with Your IT Person
By Roman H. Kepczyk, CPA.CITP, Director of Consulting, Xcentric
Program Level: Intermediate
NASBA Field of Study: Communication
CPE Credit: 1.5 hours
A network administrator is the IT professional (Information Technologist) that manages, administers and services the network/PC’s of an organization. A network administrator’s responsibilities and duties cover a wide range of technologies used in a network or telecommunications network. Starting with the setup and configuration of equipment such as servers, computers, routers and many other devices and wiring used in a physical network, LAN (local area network) or WAN ( wide area network) moving to the software packages used to manage and secure the network, and ending with the administrative duties associated with managing any department or organization. So as you can imagine, a network administrator pretty much has to be a jack of all trades, so to speak, in the technology industry. Communication is a key element associated with network administration and the effective management of a firm. It’s important that communication not only include the technical information to those who may not have a background or training in technology but it also has to posses the ability to listen to the wants and needs of the users and other managers who work with the network. Understanding the wants and needs of the organization is crucial in the design, development and upgrading of the network for both current use and future endeavors and expansion while. Session participants will learn methods and tips to communicate effectively when it comes to IT.
Roman H. Kepczyk, CPA.CITP is Director of Consulting for Xcentric. His primary focus is helping firms throughout North America effectively use information technology by implementing digital best practices and directing them towards today’s “less paper” or Digital CPA firm. He has spent the past fifteen years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm's Management Advisory Services and Microcomputer Consulting practices. Roman also served as the firm’s Administrative Partner where he oversaw Internal Accounting, Marketing, Human Resources, and was responsible for the creation and implementation of the firm's technology plan and budget. He is a past member of the AICPA PCPS Executive Committee and past Chairman of the AICPA's Information Technology Executive Committee. He has served as a member of other AICPA initiatives including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition he is past Chairman of the AICPA Top Technologies Task Force. Roman was named by INSIDE Public Accounting as one of the profession’s “Most Recommended Consultants” for each of the years from 2004 through 2011, and Accounting Today’s “Most Influential People” for the years 2000 through 2005. Roman is also an Advisory Board Member to the AAA and has served on the Board of Directors of the Arizona Society of CPAs. He has been a featured National and Regional speaker to thousands of CPA firms on information technology.
Recently he authored Quantum of Paperless: Partners Guide to CPA Firm Optimization which outlines 32 key best practices. On a technical level, Roman is an AICPA Certified Information Technology Professional. He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook, as well as co-authored the 2003 AICPA Top Technologies Guide and 2004 AICPA Guide to Understanding and Controlling Spam. He also authored the AAA Guide to CPA Firm Intranets as well as coauthored their Guide to Paperless CPA Firm Administration.
12:00 p.m. – 1:30 p.m.
VENDOR LUNCH & LEARNS
Program Level: Basic
NASBA Field of Study: Business Management & Organization
CPE Credit: 1 hour
Select from one of the offered lunch sessions led by accounting industry vendors. Presentations begin at 12:30 p.m.
VL1) – Halogen Software
(VL2) – Thomson Reuters
(VL3) – CCH, a Wolters Kluwer business
(VL4) – WSG Systems Corp.
12:00 p.m. – 1:30 p.m.
AAA Chapter President’s Luncheon
Led by Laurie Simonson, Director of Operations, Froehling Anderson and Jane Johnson, MBA, Firm Administrator, Grimbleby Coleman
Open to current and incoming AAA Chapter Presidents.
1:45 p.m. – 3:15 p.m.
BREAKOUT SESSIONS
(M) Strategies to Truly Engage and Retain Your People
By Jennifer Wilson, Co-Founder and Partner, ConvergenceCoaching, LLC
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Pre-Approved: 1.5 hours
Times are changing and your best and brightest will soon be in high demand! Are you doing all that you can to motivate your talent in ways that are meaningful to them? Attend this session to understand the top professional motivators and ways to learn which are most important to your people; to learn quick and effective communication techniques to stay close to your top talent; and to discuss methods for engaging and empowering your people to achieve the things most important to them – and your firm. Leave this session with tools to develop an organization filled with motivated and inspired team members!
Jennifer Wilson is a Co-Founder and Partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses. Named as one of Accounting Today’s “100 Most Influential People in Accounting”. INSIDE Public Accounting’s “Top 10 Most Recommended Consultants”, and CPA Technology Advisor’s “Top 25 Thought Leaders in public accounting, Jennifer has worked in both the public accounting and IT development sectors before co-founding Convergence Coaching, LLC. As a partner for the top ten accounting firm, BDO USA, Jennifer ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems selection, implementation, and support services to clients. Prior to BDO, Jennifer was Vice President of Sales and Customer Services for State Of The Art, Inc. (now known as Sage Software, Inc.) where she was responsible for the publicly traded software publisher’s marketing, sales, education, and customer services functions. Instrumental in implementing the company’s highly successful CPA marketing programs, Jennifer assisted in recruiting tens of thousands of CPAs to State Of The Art.
Jennifer is a member of AAA, Association for Accounting Marketing (AAM), American Marketing Association, and International Coach Federation. Jennifer is an active volunteer in the profession and currently serves or has served on the Digital Education Committee for AAM, as a member of the Bill.com Advisory Board, Chair and member of the AICPA TECH Conference planning committee, and as a Board member and founding member of the Information Technology Alliance (ITA). Jennifer is also a member of the New Horizon Group, a forum for leading consultants to the accounting profession. She is a regular guest columnist and blogger for Accounting Today, Accounting Tomorrow, AICPA CPA Insider, and SpeedTax with many recently published articles on leadership, practice management, and marketing. She is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms.
(N) Placing Your Bet on Experience: Learn to Enhance Our Role as a Firm Manager
By Bill Leach, Principal/Firm Administrator, Katz Sapper & Miller and Rita Keller, President and Founder, Keller Advisors, LLC
Program Level: Intermediate
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
Are you new to CPA firm administration? Are you an experienced administrator but new to the CPA profession? You will definitely benefit from this session filled with practical advice on building your career as a successful and influential CPA firm administrator. Rita Keller and Bill Leach, both with over 30 years’ of experience in CPA firm management, will be joined by a panel of experienced administrators to bring you practical career-building advice and logical, no-nonsense answers to your challenges as a new firm administrator. Keller, Leach and the panel members will give you insight on:
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The Role
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The People
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The Firm
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The Future
(O) The Enhanced Role of the COO in CPA Firms
By Timothy I. Michel, CPA, Principal, Michel Consulting Group LLC
Program Level: Advanced
NASBA Field of Study: Business Management & Organization
CPE Credit: 1.5 hours
CPA firms are facing a myriad of challenges in today’s marketplace. Their success is dependent on effective and timely management. As partners direct their efforts to performing partner level activities, and managing partners focus on guiding the firm forward with vision and energy, the COO is the vital part of the management team that manages the infrastructure and keeps the firm operating soundly. In this interactive workshop, participants will learn how to pro-actively become a more important part of the management team. They will have the opportunity to discuss their every day challenges and discuss common issues, including:
- How to gain respect and authority with the partner group.
- What areas of practice management they can best impact.
- How to ensure the firm’s strategic plan becomes a reality.
- Assisting the managing partner in moving the firm forward.
(P) Optimizing Your Brain for Peak Performance
By Tom Weber, Vice President of Sales, Freedom Personal Development
Program Level: Advanced
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours
Your brain is the most complex and amazing computer on Earth, and when used properly can open the pathways to your greatest dreams, goals, and desires. In this session, we will share with you the easiest things you can do to optimize your brain. Information will be provided to explain what to feed it, what exercises make it stronger, how to reduce your risk of Alzheimer’s by 50%, and how to increase your focus and concentration to thereby increase your productivity. This session will help you make more money and reduce your stress, so don't miss it!
Tom Weber’s sales career started as soon as he learned to talk. This natural sales ability didn’t help him get out of the chores growing up on an Iowa farm, but he did learn the value of a hard day’s work. Combining this work ethic and talent led to success in his first sales job with the Southwestern Company, during college, selling books door-to-door. For five summers, Tom successfully sold books across the U.S., while he also trained and managed other college students. Teaching, coaching, and training others how to sell came as natural to Tom as selling itself and the top awards for leading and selling were consistent every year. Tom defines his purpose as, “I exist to serve by expanding horizons.“ This purpose provides Tom the fuel to guide others (and himself) to see farther than they thought they could, to achieve more than thought possible, and to believe in themselves more than they have. It would be this same passion for growth that has driven him to climb mountains in Russia and Africa, trek gorillas in Rwanda, dive the Great Barrier Reef, complete the Ironman triathlon, and continuously read, watch, and listen to experts across numerous industries in order to become a Master of his own Craft. When it comes to speaking or instructing, Tom finds a way to connect to any audience in a way that turns the presentation into a conversation. Drawing upon the 12,000+ sales presentations he has delivered over the last 14 years, (eight with FPD), he is able to teach others based on actual experience and insight, rather than theory, which enables his workshops to be interactive and “hands-on”. He has won the “Speaker of the Year” and the “Instructor of the Year” awards, and many of the thousands of students he has personally taught have said that Tom’s blend of personality, humor, and knowledge rank him as one of the greatest speakers they have ever seen.
3:15 p.m. - 3:30 p.m.
Refreshment Break with Our Vendors
Sponsored by The Illinois and Ohio Chapters of AAA
3:30 p.m. – 5:00 p.m.
Discovering Your Memory Power & Reading Smarter
By Tom Weber, Vice President of Sales, Freedom Personal Development
Program Level: Intermediate
NASBA Field of Study: Personal Development
CPE Credit: 1.5 hours
This profession demands that you acquire and remember a wealth of knowledge including, client information, market data, presentations . . . and most importantly, names. A simple slip of the mind can result in thousands of dollars in lost fees or credibility. This session will train your memory and mind. Participants will learn to remember names and faces, presentations (without notes!), to-do lists, key client information, important details from books, meetings and conversations. Do you know your current reading speed? You will after this session. You will also learn tips to immediately improve your reading speed without losing comprehension. A more powerful mind and memory will provide less stress, higher productivity, a boost in confident, and more. This session includes interactive demonstrations that will blow your mind.
See Thursday’s Optimizing Your Brain for Peak Performance session (P) at 1:45 p.m. for Mr. Weber’s bio.
Evening
Evening On Your Own
Reservations will be made at several local restaurants and sign-up sheets will be posted at the AAA Registration Desk beginning Wednesday, June 20.
Friday, June 22, 2012
6:00 a.m.
Morning Power Walk
Led by Roman H. Kepczyk, CPA.CITP, Director of Consulting, Xcentric
Join other attendees for a relaxing walk through some of Henderson’s most interesting surroundings. Time will be provided to freshen up before sessions begin. Meet in the lobby of the hotel.
7:00 a.m. - 12:00 p.m.
Registration with Our Vendors
Cyber Café Open
7:00 a.m. - 8:15 a.m.
Shift Into High Gear Breakfast Buffet
This open forum format will provide an opportunity for Conference participants to ask questions of administrators, COOs, principals and partners from firms of various sizes with differing focuses and structures. The Association will visit the success of the Conference with golden nuggets provided while introducing plans for the 2013 National Practice Management Conference.
Sponsored by
8:15 a.m. – 9:30 a.m.
Fostering a Culture of Trust and Motivation
By Jennifer Wilson, Co-Founder and Partner, ConvergenceCoaching, LLC
Program Level: Intermediate
NASBA Field of Study: Personnel/HR
CPE Credit: 1.5 hours
HRCI Pre-Approved: 1.5 hours
People who trust you will engage meaningfully with you, work tirelessly for you, support you, and will speak highly of you, too. Trust is as powerful an element of success as any other and is one of the most important characteristics of an inspired, unified, and difference-making team. And yet, workplace surveys show that employees do not trust their employers, co-workers do not trust their peers, and owners do not trust their partners. Wow! Attend this session to explore the cornerstones of trust and how to meaningfully motivate your team to build a culture that retains them long-term.
In this session, you will learn:
- How trust is earned and maintained
- Trust-building behaviors including integrity, accountability, and straight talk
- Understanding the link between institutional trust and employee motivation
- Actions you can take when trust erodes or is broken
See Thursday’s Strategies to Truly Engage and Retain Your People session (M) at 1:45 p.m. for Ms. Wilson’s bio.
9:35 a.m. – 9:50 a.m.
Refreshment Break
Sponsored by The Michigan Chapter of AAA
9:50 a.m. - 11:50 a.m.
Playbook for Success – How to Win, Work and Excel to the Next Level Individually and as a Team
By Nancy Lieberman, Hall of Famer, Olympian, NBA D-League Coach/Assistant GM, WNBA Coach/GM, Author and Broadcaster
Program Level: Intermediate
NASBA Field of Study: Personal Development
CPE Credit: 2.0 hours
Basketball Hall of Famer, Nancy Lieberman’s success both on and off the basketball court is a byproduct of her winning attitude, which has propelled her to unprecedented heights. Nancy’s winning ways on the court have translated to bottom line success as an entrepreneur and a highly respected front office executive in the professional sports industry. It is through these experiences, that she is able to share what she has learned throughout her legendary sports career. Nancy’s can-do, no-fear attitude is contagious, and her dynamic delivery will leave you stepping up to the plate and believing that anything is possible. This session will provide the strategy, anecdotes, and techniques to change the mentality in the workplace to empower one another and work cohesively with integrity and consistent excellence. Lady Magic has the highest attention to standards and explains the importance of teamwork and working effectively together to achieve better results. Participants will be taught how to win and be successful at a higher level, whether it’s on the basketball court or in the boardroom. This prominent trailblazer believes that people often put limitations on themselves and don’t push past fear to find out how great they really can be. She challenges others to empower and incentivize employees and coworkers. This session will stress effective communication and the need to break barriers. Participants will leave feeling they can take on situations that seem uncommon or not equal, and makes it acceptable and ordinary.
“Lady Magic,” a true pioneer for women in sports: Basketball Hall of Famer, two-time Olympian, three-time All-American, two-time Collegiate National Champion and two-time National Player of the Year at Old Dominion University; the first woman to play in a men’s professional league, WNBA player, coach and GM, acclaimed broadcaster for ABC, NBC and ESPN, motivational speaker, esteemed author, the first female coach of a men’s team under the NBA umbrella, and now leads in the front office as Assistant GM of the Texas Legends (The NBA Development Team of the Dallas Mavericks). Nancy Lieberman’s rise through the rank of professional sports and her significant contributions to basketball encompasses a rich and elaborate history. In addition to her outstanding amateur and professional basketball career, Nancy is the author to her latest business book Playbook for Success which shares her winning ways on the court, and brings her leadership and coaching insight into the boardroom to help teach business professionals that there are many parallels between being successful on the court and in business. Prior to enrolling at Old Dominion University in Norfolk, Virgina on a full athletic scholarship, Lieberman set another landmark by becoming the youngest basketball player in Olympic History, at 18 years old, to earn a medal (silver) at the 1976 Summer Olympics in Montreal. She exploded onto the college scene and would ultimately drive the Lady Monarchs to two consecutive National Championships, and leave a lasting impact that would be near impossible to replicate. Nancy is committed to enriching her community and sport, and has identified opportunities for involvement that emphasize youth and education. Guiding youngsters and helping the disadvantaged has always been a passion for her, and through this philosophy The Nancy Lieberman Foundation was born. During the summer, Nancy hosts and coach’s basketball clinics and camps for girls and boys in Dallas, Detroit, and Phoenix, hoping that through positive guidance and helpful instruction, she can help facilitate the next generation of student athletes to success on and off the court. In addition to Nancy’s impressive Foundation work, Nancy is determined to give back more than she has received, and has supported and participated in numerous national charities throughout the country.
11:50 a.m. – 12:00 p.m.
Conference Closing
12:30 p.m. – 5:30 p.m.
Optional Activity: A Half-Day Tour
AAA Tours Hoover Dam
For more information visit the Optional Activities section.
136 South Keowee Street, Dayton, Ohio 45402
Phone: 937.222.0030 Email: aaainfo@cpaadmin.org
