Event Info


2017/08/17 Small Firm: Big Business CONF5-17
Event code: CONF5-17
Date:  08/17/2017 (8:30 AM - 4:45 PM)
Location:  Marriott East
7202 E 21st St
Indianapolis, IN 46219
Description: 7:30-8:20 a.m. Presenter Sponsor presentation - *optional extra hour of CPE
(Look for your RSVP email closer to the conference date)
Grabovsky & Associates
8:30-9:20 a.m. General Session
PCPS Tools and Resources to Solve your Top Issues
Lisa Simpson, CPA, CGMA - AICPA
9:20-9:35 a.m. Networking Break
9:35-10:50 a.m. Breakout Sessions
A. Small Firm Strategies for Attracting and Retaining Talent
Lisa Simpson, CPA, CGMA - AICPA
B. Bring Efficiency Back to Your Day with Microsoft Outlook
Steven Phelan, CPA, CITP - K2 Enterprises
C. Interactive Discussion: Work Flow Management – Drinking from a fire hose or squeezing water from a rock
Richard Wheeler, CPA - Wheeler & Associates, PC
10:50-11 a.m. Networking Break
11 a.m.-12:15 p.m. General Session
Tech Tools and Gadgets for Small Firms
Steve Phelan, CPA, CITP - K2 Enterprises
12:15-1 p.m. - Lunch and Networking
1 p.m.-2:05 p.m. Breakout Sessions
A. The Digital Marketing Revolution for Small Business: How Local CPAs Can Beat Out the Larger Competition
Nick Jaworski - Circle Social, Inc.
B. Identifying, Preserving and Transferring Practice Value
Larry Metzing, CPA - Indiana Business Advisors
Edwin Mysogland, CEPA, CMEA, CVA, SBA - Indiana Business Advisors
C. Interactive Discussion: How to Use Technology to Make a Big Firm Impression with Small Firm Charm
Mary Kay Prasco, CPA, CFF - Prasco & Associates, PC
2:05-2:20 p.m. Networking Break
2:20-3:30 p.m. Breakout Sessions
A. Growing with Your Current Clients – It’s Easier Than You Think!
Shad Tidler - Lushin
B. Ethical Responsibilities and Liabilities of Transferring Clients (Ethics)
William Murphy, CPA, CGMA, ABV, CFF, CVA, PFS - Mallor Grodner, LLP
C. Interactive Discussion: Ultra Tax User Group
Kathryn Stephens, CPA - Wheeler & Associates, PC
3:30-3:40 p.m. Networking Break
3:40-4:45 p.m. General Session
Rules vs. Principles – Ethics in a “New Normal” World (Ethics)
Karl Ahlrichs, SPHR, SHRM-SCP - Gregory & Appel Insurance
Credit hours:  8.00
Yellow Book? No       Hands On? No       New Course? No

At this year’s conference:

Small Firms, Big Concerns: Practice management tools to address challenges reported in the 2017 AICPA PCPS CPA Firm Top Issues Survey.

Tech Talk: Learn the latest resources, apps and gadgets that can help your practice.

Ethics in the “New Normal” World: Strategies to hold the moral and ethical high ground as you conduct business in a world of shifting standards.

Customize Your Day: Choose from breakout sessions on digital marketing, staff recruitment and retention, client retention, client transfers, practice value, workflow management, Microsoft Outlook and UltraTax.

Who should attend: CPAs from small firms that employ 10 or fewer individuals
Event level:
Required knowledge:
Field of study: General Knowledge
Advanced prep?


  • FlexPass CONF5-17 - 8.00 Points
  • Member Early Bird Fee (ends July 27) CONF5-17 - $159.00
  • Member Fee CONF5-17 - $184.00
  • Nonmember Early Bird Fee (ends July 27) CONF5-17 - $379.00
  • Nonmember Fee CONF5-17 - $404.00
  • Other State Society Member Early Bird (ends July 27) Fee CONF5-17 - $159.00
  • Other State Society Member Fee CONF5-17 - $184.00


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