Session Details

Please note you will need to select the sessions during the registration process.

Internal Controls for Small Business Accounting Systems
Monday: 11:00 a.m. – 12:00 p.m. | Session Code: P-SAN01
Brian Tankersley

More than ever, the importance of internal controls is being escalated. From large enterprises seeking compliance with provisions of Sarbanes-Oxley to entrepreneurs seeking to grow their businesses, internal controls have taken on an increased level of significance in businesses of all sizes. For small businesses, maintaining an effective system of internal controls presents a significant challenge. Implementing many of the theoretical concepts surrounding internal controls (such as segregation of duties) may not be practical or even possible in some cases. Consequently, the current internal control structure of many small businesses fosters an environment in which too much risk is present. This, coupled with the presence of computerized accounting software, can often lead to disastrous results for small business owners and managers. This course is designed to assist accountants in evaluating, developing, and implementing an effective internal control structure in a small business environment. Throughout this course, the concept of risk-based internal controls is stressed, ensuring that small businesses are insulated from the most significant risks. This course is designed to provide accountants with the necessary insight and tools to design, implement, and monitor effective systems of internal controls for small businesses.

It's Your Move - How Your Firm Can Reach The Next Level
Monday: 2:15 p.m. – 3:45 p.m. | Session Code: P-SAN02
Darren Root

In this presentation, Darren Root offers a detailed description of the successes and pitfalls of running his own firm, as well as shares how he applied The E-Myth principles to make the transition from technician to savvy business leader. He will also take you through the seven key “moves” that CPA firms must make to reach next-generation status. Darren’s powerful and practical advice on turning a practice into a profitable business will motivate accounting professionals to make their own move…and make it fast.

Business Continuity and Disaster Recovery
Monday: 4:00 p.m. – 5:30 p.m. | Session Code: P-SAN03
Randy Johnston

Fire. Flood. Virus. Server failure. Even a dissatisfied employee deleting critical files from your computer systems. If such an event struck your practice how long would it take for your firm to resume full operations? Are you sure you would be able to do so? In fact, Gartner Inc. research found that 93% of organizations that have experienced a significant data loss are out of business within five years. If you are not willing to gamble with your organization's future, then you should make plans to attend this seminar. In this session, you will learn about the importance of developing business continuity and disaster recovery plans to allow you and your organization to respond swiftly, efficiently, and effectively to a myriad of risks facing your practice. You will learn how to identify these risks along with what types of planned responses are appropriate to each level of risk. Additionally, you will learn about strategies for recovering from widespread failures, regardless of the cause. If you are concerned about the long-term viability of your practice, or if you advise clients in such matters, this program is necessary to ensure continuing business viability.

Security for Accountants: New Legal Requirements and Practical Solutions
Tuesday: 8:45 a.m. – 9:45 a.m. | Session Code: P-SAN04
Brian Tankersley

Information security is not only a major concern for accountants, it is a legal requirement. Sarbanes-Oxley, HIPAA, and state Security Breach Notification laws can result in criminal charges for accountants who do not act with due diligence. It is no longer optional for accountants to understand the security risks they face and adopt control procedures to insure compliance with their legal and fiduciary responsibilities. The course begins by clearly identifying the security risks accountants face as well as the legal and ethical issues associated with these security risks. For example, it is now common for accountants to store confidential company, client, and customer data on thumb drives, laptops, and handheld devices. Although losing these devices may result in statutory reporting requirements and criminal penalties for failure to comply, most accountants have not adopted any procedures for securing information on these devices. The consequences could be devastating, typically costing even small companies tens of thousands of dollars. This course not only clearly identifies the security risks accountants face, it also provides solutions. Attend this course and find out how to accomplish these important objectives. The future of your career and your business may depend on it.

Don’t Just Survive – Thrive and Come Alive in Your Practice
Tuesday: 10:00 a.m. – 11:15 a.m. | Session Code: P-SAN05
Leslie Shiner

You are the catalyst for your clients’ success! Your job is to uncover your clients’ needs and be the solution. Analyze the source of your profits compared to the source of your frustrations. Rediscover your passions and use that energy to revitalize your business for success. A business solely based on billable hours may not be the solution. Learn strategies to increase your revenue by thinking outside the box to review you business and realign your company for success.

  • Redefine what you really do for your clients
  • Use your proficiency and passion to increase your profits
Expanding Your Horizons - Stop Letting Software Hold You Back
Tuesday: 11:00 a.m. – 12:45 p.m. | Session Code: P-SAN06
Doug Sleeter and Leslie Shiner

Are you known as the software guru or an all-around business problem solver? The problem with being just a “software guru” is that your clients tend to have a very limited view of your services. They become less likely to seek your advice on their business problems, even those that require different software solutions. This session will help you identify your strengths and expand your value in the eyes of your clients by broadening the solutions you support. Specialized clients require specialized tools. By incorporating a broad range of products in your practice, you can more effectively specialize by industry or business need, thereby more quickly growing your practice. Explore the components of your practice that actually hold you back. Use a self-assessment tool to help you discover untapped knowledge and potential services.

Creating a Social Media Policy for Your Accounting Firm
Tuesday: 2:00 p.m. – 3:15 p.m. | Session Code: P-SAN07
Gail Perry

Increasingly, accountants are turning to various social media outlets to make and retain their business connections. With the advent of smartphones, tablets, and easily accessible Internet connections, there is no way an accounting firm can prevent its members from having an online life. There are ethics issues relating to how accountants interact with their clients and potential clients, and problems can be circumvented if an official social media policy is in place. Learn the important issues to consider when creating a formal policy, the manner in which such a policy should be enforced, and the possible liability a firm can face when there is no social media policy in place.

Localized -->