1. Healthcare

Aria Resort & Casino • January 28-30, 2015
WINNING-IS-EVERYTHING.COM
Presented By:
WELCOME TO WINNING IS EVERY THING 2015
Thank you for joining The Advisory Board at Winning is Everything 2015! We are thrilled to welcome you and aim to
make this experience as productive and enjoyable as possible. This year’s conference theme is “Clear Your Hurdles
and WiN the Race!” We, at The Advisory Board, encourage you to join in by becoming coaches, mentors and
teammates to your fellow attendees. But before we launch out of the starting blocks, just a few administrative details…
WIFI
Wi-Fi is provided free of cost to all guests of the hotel. To access wi-fi, please enter your last name and your room
number. If you are not a guest at the ARIA you will need to enter your email address.
INTERACTIVE POLLING SYSTEM
During the conference we will be utilizing an online, live polling system. Please use your smartphone, tablet or laptop
to access the system at WiE2015.cnf.io. Conference materials, including an electronic version of our binder can be
accessed on this application or on our website at Winning-is-Everything.com/Conference-Materials.
GRAND PRIZE GIVEAWAY
This year’s prize is two tickets to the 2015 Kentucky Derby and Oaks. This VIP package includes the following
and more: full access to the Affirmed Lounge; an elevated view of the starting line, final stretch and finish line;
complimentary beer & wine; complimentary lunch buffet; private restrooms; live entertainment; a meet & greet with a
celebrity jockey; and a VIP Fast Access Pass.
HOW DO I WIN?
Great question! Did you notice that funky code on the back of your name badge? Well, our sponsors are equipped to
scan those any time you speak with one of them. So, the attendee with the most vendor scans wins the race! Should there
be a photo finish, those names will be entered into a drawing and The Advisory Board will randomly select a winner.
And…we’re off! Thanks for running with us! Fast Access Pass.
Allan D. Koltin, CPA
L. Gary Boomer, CPA, CITP
Gary S. Shamis, CPA, M. Acc.
2015
CONFERENCE
AGENDA
Color Key:
AAM
Marketing
Track
M&A
Track
Advisory
Services
Track
Technology
Track
WEDNESDAY, JANUARY 28TH – PRE-CONFERENCE |
12:00-1:30
Lunch and Un-Conference
– Katie Tolin and Carrie Steffen
Ironwood 1
2:45-4:00
Innovation: Using the Four Ps to Launch New Client Services
– Michelle Golden and Kathleen Walton
Ironwood 1
4:00-5:15
Playing Above the Line
– L. Gary Boomer, CPA, CITP
Ironwood 1
Cocktail Reception – Premier Networking Event
THURSDAY, JANUARY 29TH – CONFERENCE DAY 1 7:00-8:00
Breakfast 8:00-8:15 Welcome and Opening Remarks Exhibit Hall
|
ROOM ASSIGNMENT
Exhibit Hall
General Session
8:15-9:15
Opening Keynote: Winning the Talent Wars
– Bruce Tulgan
General Session
9:15-10:30 Trends TED Talks – Allan Koltin, CPA, Gary Shamis, CPA,
M. Acc., L. Gary Boomer, CPA, CITP
10:30-11:00 Break 11:00-12:00
Young Guns Partner Panel Discussion
(Moderated by Jim Boomer, CPA, CITP, MBA)
Featuring: Alexis Becker, CPA, MBA (BDO USA, LP),
Steven Harris, CPA (Rubin Brown),
Josh Partlow, CPA (Johnson Lambert)
WINNING-IS-EVERYTHING.COM
ROOM ASSIGNMENT
Starvine 1
1:30-2:45
Advisory Services: What’s Growing – Gary Shamis, CPA, M. Acc.
6:00
Human
Capital
Track
General Session
Exhibit Hall
General Session
CLEAR THE HURDLES ...WIN THE RACE...
2015
CONFERENCE
AGENDA
THURSDAY, JANUARY 29TH – CONFERENCE DAY 1 12:00-12:30
THE ADVISORY BOARD
Honoring Troy Waugh, CPA, MBA
12:30-1:30
Lunch
Concurrent Sessions
1:45-2:45
Measuring Success through Integrated Marketing Technologies
– Lori Colvin
Buyers’ and Mergers of Equals Panel– Allan Koltin, CPA
Featuring: Dale Muehl (Wipfli LLP)
Denny Schleper (CliftonLarsonAllen)
Larry Taylor (Gallina, LLP)
|
ROOM ASSIGNMENT
General Session
Exhibit Hall
Ironwood 1
General Session
Private Equity & Transaction Advisory Services: Making Them Work for Your Practice – Gary Shamis, CPA, M. Acc.
Ironwood 7
Technology: Out of the Back Room and in Your Face – Gale Crosley, CPA
Ironwood 6
Retain and Grow: The New Strategy Around Growing a Healthy
Middle in Your Firm – Sandra Wiley
Ironwood 2
3:00-4:00
Google AdWords: Opportunities Beyond Keyword Search – Danielle Leitch
Sellers’ and Mergers of Equals Panel – Allan Koltin, CPA
Featuring: Gerry Adams (PetersonSullivan)
Ken Baggett (CohnReznick LLP)
Bob Littman ( BDO USA, LLP)
Ironwood 1
General Session
Building Value Through Advisory Services – Joe Perry, CPA (Marcum LLP)
Ironwood 7
Technology Outlook
– Jim Boomer, CPA, CITP, MBA
Ironwood 6
How Male Allies Can Foster Gender Balance
in CPA Firm Leadership – Rita Keller
Ironwood 2
4:00-4:15 Exhibit Hall
Break 4:15-5:15
Beyond Your Marketing Role: Leadership as a Differentiator – Melinda Guillemette
WINNING-IS-EVERYTHING.COM
Ironwood 1
CLEAR THE HURDLES ...WIN THE RACE...
2015
CONFERENCE
AGENDA
Roundtable Discussions by Firm Size
Under $10M
Chris Frederiksen, CPA
$10M-$20M Allan Koltin, CPA
Ironwood 2
$20M-$30M
Carl George, CPA
Ironwood 6
$30M+ 6:00
General Session
Gary Shamis, CPA, M. Acc.
Ironwood 7
Cocktail Reception – Premier Networking Event
FRIDAY, JANUARY 30TH – CONFERENCE DAY 2 Exhibit Hall
HALF
DAY |
7:00-8:00
Breakfast
8:00-9:30 CEO Panel Discussion (Moderated by Allan Koltin, CPA)
9:30-10:00
Break
ROOM ASSIGNMENT
Exhibit Hall
General Session
Exhibit Hall
10:00-11:15
Closing Keynote: The Power of Superior Client Service
– Captain Denny Flanagan
General Session
11:15-11:45
General Session
Closing Remarks and Prizes
CONFERENCE
NOTES
WINNING-IS-EVERYTHING.COM
CLEAR THE HURDLES ...WIN THE RACE...
2015
CONFERENCE
AGENDA
CONFERENCE
NOTES
WINNING-IS-EVERYTHING.COM
CLEAR THE HURDLES ...WIN THE RACE...
2015
CONFERENCE
SPONSORS
PRESENTING SPONSORS:
The Advisory Board welcomes the following organization
as Presenting Sponsor of Winning is Everything
Thomson Reuters
CO-SPONSORS:
The Advisory Board welcomes the following organizations
as Co-Sponsors r of Winning is Everything
AccountantsWorld, LLC Engineered Tax Services
Accountingfly Hollinden
ADP iChannel
alliantgroup Ingenuity Marketing Group, LLC
Audit Analytics Intuit
AuditFile Marcum Search, LLC
Avalara Office Tools Professional
bbr marketing ProfitCents by Sageworks
BDO Alliance USA Sage
Boomer Consulting, Inc. Sqrl
Caseware STAR/Mize Houser
CCH Wolters Kluwer SurePrep
Citrix | Sharefile Templeton Co.
CPA.com The Rainmaker Companies
cPaperless The TAG Alliances
CSP 360 Unanet
Deltek Xcentric
DFK International Xero
MEDIA SPONSORS:
Accounting Today
WINNING-IS-EVERYTHING.COM
Advisory Board welcomes the following organizations
as Media Sponsors r of Winning is Everything
CPA Practice Advisor
CLEAR THE HURDLES ...WIN THE RACE...
2015
CONFERENCE
SPONSORS
PRESENTING SPONSOR
The Tax & Accounting business of Thomson
Reuters provides the profession’s most integrated,
comprehensive family of tax and accounting tools
including software, research, training, and more.
The unparalleled breadth of knowledge and
solutions offered by the CS Professional Suite®
power smoother workflows, more informed
decisions, improved client service, and better
results for tax and accounting firms of all sizes.
BizActions and PDI Global offer comprehensive marketing and communication
solutions for accounting, law, financial, and other professional service firms. This
strategic marketing content enables professionals to generate leads, provide better
client service, and grow their businesses. Offering newsletters, tax and estate
planning tools, web and social media content, and more, BizActions and PDI Global
make it easy to deliver compelling content.
Thomson Reuters also features a comprehensive set of thought leadership offerings,
providing tax and accounting professionals with training, development, and leadership
events that help them shape the future of the profession and build more dynamic,
profitable firms. To learn more, visit CS.ThomsonReuters.com.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
MEDIA SPONSOR
Accounting Today is a leading provider of online business news for
the tax and accounting community, offering breaking news, in-depth features,
insightful editorial analysis, and a host of Web-related resources and services.
MEDIA SPONSOR
CPA Practice Advisor is the definitive source of information for
tax and accounting professionals in public practice, focused on helping
accountants learn how best to adopt new techniques and technologies firms.
We help accountants adapt their business practices to better manage and
grow their practice. CPA Practice Advisor is the leader in giving industry
professionals the information, product reviews and advice they want to read.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Accountants World is a recognized leader of Cloud based solutions.
The company offers a complete suite of cloud products that enable the accountant
to be a strategic partner to their clients along with innovative work flow design that
is unique to this industry.
CO - SPONSOR
Accountingfly
is the accounting career network with over 700 firms and
25,000 job seekers. We help your firm attract and hire interns, entry level and
experienced staff. Our award-winning software helps your firm build large talent
pools that you can recruit later, reducing the costs and time involved in recruiting
qualified talent.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
With more than $10 billion in revenues, ADP offers diverse HR, payroll, compliance,
tax and benefits administration solutions for accountants and their clients. Contact
your representative or visit www.adp.com/accountant.
CO - SPONSOR
alliantgroup’s
mission is one of education and awareness – we exist to
help industry organizations, U.S. businesses, and the CPA firms that advise them,
take full advantage of all federal and state tax credits, incentives, and deductions
available to them. Our government has legislated these powerful incentive programs
to help businesses grow and successfully compete both in the U.S. and abroad.
We are proud to have helped over 15,000 businesses claim more than $3 billion
in tax incentives! alliantgroup’s headquarters is in Houston, Texas, with offices in
cities across the country including New York, Boston, Chicago, Orange County,
Sacramento, Orlando, Indianapolis and Washington, DC.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Audit Analytics is a premium company intelligence service. Audit Analytics
provides detailed research on over 150,000 active audits and more than 10,000
accounting firms. Access to Audit Analytics data is available via Online Subscriptions,
Daily e-mail Alerts and Custom Research Reports.
CO - SPONSOR
AuditFile
is a cloud-based solution specializing in help CPA firms perform
dramatically more efficient engagements. Created for CPAs, by CPAs, AuditFile solves
the real-world challenges your firm faces every day with technology that meets your
high standards for security and accuracy.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Avalara helps businesses achieve compliance with sales tax, excise tax,
and other transactional tax requirements. Our platform manages tax compliance
obligations imposed by state, local, and other taxing authorities in the United
Sates and internationally.
CO - SPONSOR
bbr marketing provides marketing services and strategy for professional services
firms. Service marketing is vastly different than product marketing. We understand how
to help accountants, attorneys, engineers and other consultants reach their audiences
and grow their firms. While the clients of bbr marketing fall into the narrow category of
professional services, we offer a broad range of marketing services due to our flexible team
approach. No two firms are alike, and neither are the solutions they need. That’s why we
build your team only after we discuss your marketing goals. Do you need a full marketing
plan and all the deliverables it recommends? Or maybe you want someone to survey your
clients about the quality of your services and areas for improvement? Is it time for a new
website and collateral materials? Looking for help navigating the expanding world of social
media? Interested in having a ghostwriter for your company blog? Would you like someone
to serve as your remote marketing staff without the commitment of adding headcount? We
can and do handle all these tasks and many more.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
The BDO Alliance USAUSA, a subsidiary of BDO USA, LLP, is a
nationwide association of independently owned local and regional accounting,
consulting and service firms with similar client service goals.
CO - SPONSOR
Boomer Consulting, Inc. guides accounting firms to increased
performance and profitability by providing unique consulting services, peer-led
communities and industry leading intellectual capital. Over the last five years,
we have worked with 70% of the Accounting Today’s Top 100.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Founded in 1988, CaseWare is the dominant provider of mission-critical
accounting and auditing software used by domestic and global accounting
firms and a leading provider of auditing software to governments, tax
authorities and corporations.
CO - SPONSOR
Wolters Kluwer
is a leading provider of tax, accounting and audit
information, software and services. Our expert content and high-quality
software applications allow professionals to turn information into action.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Citrix ShareFile is a file-sharing solution that helps businesses share, sync
and store large files from any device, any time - quickly, securely and professionally.
CO - SPONSOR
CPA.com
empowers CPAs and businesses fo the digital age. The company
develops and markets innovative, technology-based products for the accounting
profession, and works with best-in-breed partners to offer web-based solutions for
CPAs and their clients. CPA.com also operates such leading websites as the AICPA
Store, AICPA.org and IFRS.com. Formerly known as CPA2Biz, CPA.com is a subsidiary
of the AICPA, the world’s largest member organization representing the accounting
profession. For more information, visit cpa.com.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
cPaperless develops paperless solutions for accounting firms. SafeSend is a
Client Portal and secure file transfer solution. SignatureFlow allows E-Signatures on
Form 8879 and other documents. Tic, Tie and Calculate is an Adobe Acrobat plug-in.
CO - SPONSOR
CSP-360, a subsidiary of Freed Maxick, CPAs is a Top 100 accounting firm and
one of the nation’s leading providers of Cost Segregation consulting services. We offer
a 360-degree view of taxpayers’ assets; pairing engineering and LEED specialists with
accountants for a unique tax advisory team.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
CPA firms of all kinds - from large national practices like Marcum to regional firms
like HLB Tautges Redpath - turn to Deltek to help ensure profitable engagements,
accelerate cash flow, and drive growth. www.Deltek.com/accounting
CO - SPONSOR
DFK
provides independent member firms with a forum to exchange practice
management information and technical expertise, opportunities for continuing
education and leadership development, and the resources to serve their clients
on a national and international level.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Engineered Tax Services is a professionally licensed specialty
tax engineering firm working nationally with CPA firms, Architects, Fortune 500
Companies and commercial property owners providing 179D, Cost Segregation,
Construction Tax, Energy Planning, R&D, 263(a) and other services.
CO - SPONSOR
{ Hollinden }
positioning. process. people.
Hollinden is the leading strategic consultancy for expertise-driven firms.
We reshape our clients’ organizations to achieve their growth goals by focusing
on positioning, processes, and their people.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Conarc’s iChannel content management system gives accounting firms a
single point of truth by integrating Document Management, CRM, Workflow, and
Client Portal solutions with your core enterprise applications.
CO - SPONSOR
What sets your firm apart from competitors? Are your people seen as experts?
When talking to prospects do they push back on your pricing or assume
you are the best?” Ingenuity uses a wide variety of marketing tools –
branding, websites, PR and training- to let your marketplace know the value of
your firm. www.ingenuitymarketing.com
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Intuit, Inc. the maker of QuickBooks, strives to change its customers'
lives so profoundly they can't imagine going back to the old way. QuickBooks
Online helps small businesses manage their books, payroll and payments from
anywhere and on any device. Learn more at accountants.intuit.com.
CO - SPONSOR
Marcum Search LLC is a premier Executive Search and consulting
firm devoted to providing the highest caliber candidates. We partner with
our clients to understand the unique attributes necessary to complete all
assignments successfully.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Office Tools Professional provides accounting and tax professionals
with the next generation of practice management software, providing a single
interface for client, staff, office and document management and tracking. Experience
a simplified approach to tracking time, due dates, assignments, documents/email and
billing. We produce many integrations including all tax programs, QuickBooks and
Microsoft and provide integrated client portal options.
CO - SPONSOR
The Rainmaker Companies is a leading organization that provides
training, consulting and alliance services that support accounting and consulting
professionals in the growth of their people, their practices and of their clients.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Sage offers a choice of flexible, scalable, integrated solutions to manage anything
from one aspect of their business software needs to complete solutions linking back
and front office
CO - SPONSOR
ProfitCents is a suite of web-based financial analysis solutions that enables
accountants to differentiate their firm, generate more leads and win more clients.
Impress prospects and become a Trusted Advisor with your knowledge of their
business and industry as compared to their peers.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
Sqrl
is an all-in-one platform built to organize, streamline and track client
communication; eliminating the "did we get this yet?" problem
CO - SPONSOR
Star Americas and Mize Houser & Company, P.A. have been
combining resources to provide a world-class practice management solution for
medium-large firms since 2009. Star is used by over 15% of the Top 100 US firms.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
SurePrep's tax document automation and paperless workpaper solutions are
used by more than 17,000 practitioners including 2 of the Big 4 and over half of the
Top 100 firms in the country. For more information visit www.SurePrep.com.
CO - SPONSOR
The TAG Alliances™ comprise three groups: TIAG® (The International
Accounting Group), TAGLaw® and TAG-SP™. TIAG is an international alliance of
more than 115 independent accounting firms. TAGLaw and TAG-SP are similar groups
of independent law firms and strategic partners, respectively.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
CRM for Professionals™ and Practice Management for Professionals™, developed by
Templeton Solutions, were exclusively built by and for accounting firms.
Based on Microsoft Dynamics® CRM, they allow firms to leverage client interactions
and streamline operations.
CO - SPONSOR
Unanet provides Cloud or On-Premise software for project-based organizations
through skills management, resource planning, budgeting & forecasting, time &
expense reporting, billing & revenue recognition, and project management reporting.
Over 1,000 organizations rely on Unanet.
WINNING-IS-EVERYTHING.COM
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2015
CONFERENCE
SPONSORS
CO - SPONSOR
We're a team of professionals that are laser-focused on providing hosted and
managed technology platforms for the accounting industry. Our technological
expertise and thought leadership have been developed from serving the community
for 20+ years. For more information visit xcentric.com
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