july 11-12 2018, javits center, new york, ny€¦ · regulatory roadblocks: equip your clients for...

A MAJOR, FREE, MULTI-STREAM CONFERENCE & EXPO ON THE DIGITAL INNOVATION THAT IS SWEEPING

ACCOUNTING & FINANCE - ARE YOU READY?

Created by

www.terrapinn.com/AccountingShowNY

July 11-12 2018, Javits Center, New York, NY

OVER 100 HOURS OF CPE

http://www.terrapinn.com/AccountingShowNY

OUR STORYDigital technology is revolutionizing accounting and financial management. Cloud accounting and a plethora of new applications, software and services are giving accountants, bookkeepers and finance managers a powerful range of value-adding tools.

But many accountants are feeling left behind by the pace of change and uncertain about their future in an increasingly automated world. The Accounting & Finance Show New York will empower CPAs both new and old to embrace digital transformation, develop new skills and stay ahead of the technology curve.

We’re bringing 6 targeted conference streams to an ambitious audience hungry to learn, network and innovate. These streams include:

• Technology• Tax Management • Wealth Management• Practice Management• Funding, Bookkeeping & Payroll• Finance Director’s Summit

Our 200+ expert speakers come from every size of accounting practice and every walk of life – from Jamila Abston, Partner at Ernst & Young to Jody Padar, author of The Radical CPA; and from Kelvin Joseph, CMO of Steiner Sports to Ashok Rajan, Janney Montgomery Scott’s VP of Investments.

If you’re looking for networking, discussion, debate and free CPE with thousands of like-minded peers, this is the only New York City event for you.

We can’t wait to welcome you to the Javits Center next July!

AIDAN BRAINHead of Conference ProductionTerrapinn USA

[email protected]

Our keynote speaker Kelvin Joseph typifies the ambitious, upwardly mobile CPA experience. After studying public accounting at PACE, Kelvin worked at Ernst & Young before becoming Steiner Sports’ CFO less than a decade after graduating. Now he’s COO and CMO of one of America’s biggest sports marketing agencies.

mailto:[email protected]

KEY SPEAKERS

Mark Li, Cryptocurrency/Blockchain/Bitcoin Leader, Burr Pilger Mayer

TECHNOLOGY

Leading expert on blockchain, cryptocurrency and all things future-facing

Jamila Abston, Partner, Ernst & Young

TAX MANAGEMENT:

Manager before the age of 27 and partner by the age of 35

Stacy Kildal, Founder, Kildal Services

BOOKKEEPING & PAYROLL

QuickBooks guru with her own dedicated following across the bookkeeping community

Ashok Rajan, V.P. Investments, Janney Montgomery Scott

WEALTH MANAGEMENT:

28-year Wall Street practitioner frequently invited on Bloomberg, CNBC and CNN

Drew Carrick, Senior Consultant, Grant Thornton

PRACTICE MANAGEMENT:

Consultant and entertainment personality – an accountant who raps!

Jody Padar, Author, The Radical CPA

FINANCE DIRECTORS SUMMIT:

Author, CEO, consultant and renowned visionary

200+ SPEAKERS INCLUDING:

KEYNOTES TECHNOLOGY THEATER

Kelvin JosephCMO & COOSteiner Sports

Caroline CiraoloFormer Acting Assistant Attorney General, Tax DivisionU.S. Department of Justice

Jasminda BrownSenior Manager ITBurr Pilger Mayer

Rona LoshakFounding PartnerKarp Loshak

Sean Stein SmithAssistant ProfessorLehman College

Gregory MatalonEstate Litigation AttorneyCapell, Barnett, Matalon & Schoenfeld

Stacy KildalFounderKildal Services

Michael JonesSVP Sales & PartnershipsMBS Tax & Accounting

Ash RajanV.P. InvestmentsJanney Montgomery Scott

Mark LiCryptocurrency/Blockchain/Bitcoin LeaderBurr Pilger Mayer

Erik WeinappleTax DirectorBurr Pilger Mayer

Natalie KarpFounding PartnerKarp Loshak

Andrea ParnessCPA/OwnerA. Parness & Co.

Ranica ArrowsmithTechnology EditorAccounting Today

Byron PatrickManaging DirectorCPA Practice, Network Alliance

Karly LaughlinManager Tax, Small BusinessBelfint, Lyons & Shuman

Sanjiv SinghDirector, Fintech/Blockchain Advisory GroupKPMG

Michael PinnaIT Audit ManagerBuchbinder & Tunick

Elizabeth AdamsDigital Strategy LeaderLinks Advisory

FINANCE DIRECTORS

SUMMIT

Jody PadarAuthorThe Radical CPA

Mark ZabelData Scientist/StatisticianVerus Claims Services

Jacquelyn TracyFounding PartnerMandel & Tracy

Richard BrandCFOBeyondSpring

Matthew NissenFinance DirectorVerus Claims Service

Lindsay StevensonVP Finance1st Financial Bank USA

Jody GrundenCo-Founder & CEOSummit CPA Group

BOOKKKEEPING & PAYROLL

Gail PerryEditor-in-ChiefCPA Practice Advisor

WEALTH MANAGEMENT

John NapolitanoCEOUS Wealth Management

Pete BadasManaging PartnerInnovative Tax & Accounting Group

Hank BerkowitzManaging PrincipalHB Publishing

Ann DzuraninProfessor of Analytics & AccountancyNorthern Illinois University

Cindy SchroederOwnerBright Bookkeeping

Alan KahnPresidentAJK Financial Group

Jennifer TemplemanCOOJumpstart

Lester WiglerFinancial Advisor/ Senior Portfolio ManagerMorgan Stanley

James MedeirosPrincipalCrossCountry Consulting

Daniel MazzolaInvestment AdvisorAmerican Portfolios

Melissa Krumme HooleyPartner, Employee Benefits PlanAnton Collins Mitchell

Matthew RappaportTax Planning and Structuring AttorneyMatthew E. Rappaport, Esq

Gregory LaFolletteStrategic AdvisorCPA.com

Accounting & Finance Show is all about opportunity. Contact Aidan Brain on [email protected] and secure your place now.



http://CPA.com





200+ SPEAKERS INCLUDING:

TAX MANAGEMENT

Salvatore CollemiPartner in Charge Professional Standards GroupMarks Paneth

Brad MunizPartnerSobel & Co.

Jeremias RamosEditor-in-ChiefThe Daily CPA

Lauren ClemmerExecutive DirectorAssociation for Accounting Marketing

Sibi ThomasPartner, Non-Profit, Government & HealthcareMarks Paneth

Justin HoptonSenior Tax AssociatePwC

PRACTICE MANAGEMENT

Drew CarrickSenior ConsultantGrant Thornton

Mary-Jo KranacherACFE Professor of Fraud ExaminationCUNY York College

Brian GordonDirector of State & Local TaxesGettry Marcus CPA

Bill CarlinoManaging DirectorTransition Advisors

Katie TolinChief Growth GuideCPA Growth Guides

Nkrumah PierreDirector, Business Development & Friends of the Firm ProgramEisnerAmper

Karen TenenbaumTax AttorneyTenenbaum Law

Dennis LormelPresidentDML Associates Consulting

Chris HitselbergerManaging DirectorSourceHov Tax

Melisa GalassoOwnerGalasso Learning Solutions

Richard KestenbaumPartnerTriangle Capital

Deniz Appelbaum, PhDProfessor of AccountingMontclair State University

Daniel WintersInternational & Bitcoin Tax ComplianceGlobal Tax Accountants

Ryan SeverinoChief EconomistJLL

Paul CalabreseSenior ManagerRubino & Co

Abby EisenkraftCEOChoice Tax Solutions

Jamila AbstonPartnerErnst & Young

Michael SchidlowHead of Financial Crime ComplianceHSBC

Michael DillonPresidentDillon Tax Consulting

Paresh ShahCEOPareShah Financial

Glenn EyrichPartnerCalibre CPA Group

Bob GoldfarbPrincipalJanover LLC

Gary BoomerCEOBoomer Consulting

Frances McKennaTax DirectorMarks Paneth

Mark L. StoneCPA MSTSales Tax Defense

Robert BarnettTax PartnerCapell, Barnett, Matalon & Schoenfeld

Sandi LeyvaPresidentAccountants’ Accelerator

Rebekah BrownManagerMaryland Association of CPAs

Rich LanzaDirector, Data AnalyticsGrant Thornton

Edward MendlowitzCPA PartnerWithumSmith+Brown

Eli UncykPartnerKamerman, Uncyk, Soniker & Klein

Jennifer KatrulyaPractice Leader Entrepreneurial ServicesMarksNelson

Andrea FeinbergPresidentCoaching Insights

Garrett WagnerBusiness TherapistThaney & Associates

Alexander BuchholzSenior Audit ManagerSenior Audit Manager

John D’AmicoDirectorMarks Paneth

Jennifer Ann WynneTax AttorneyTenenbaum Law

Cheryl GoldenbergMergers & Acquisitions Specialty ConsultantGoldenberg Consulting Group

Ronald WeinerChairman & PresidentPerelson Weiner

Joanne L. DelBalso, EAOwner, No Fuss Accounting Services & Be Socially Awesome

Michael YoungLitigation PartnerWillkie Farr & Gallagher








Conference Day One – Wednesday July 11th

END OF CONFERENCE DAY ONE

8:00 Plenary Keynote Conversation: Automation, Hope and Fear: Seizing the Future for the Modern Accountant

4:20 Time to get radical: upending the traditional CPA model

8:25 Plenary Keynote Address: From CPA to CEO: the new wave of entrepreneurial accountants

4:45 CEO Q&A: Leadership in accounting & technology – managing firms through disruption and innovation

5:10 Networking Drinks Cocktail Party

8:50 Title Sponsorship Available: For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or [email protected]

3:30 Platinum Sponsorship Available: For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or [email protected]

9:40 Sponsorship Available: For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or [email protected]





Principles of change management in accounting firms

Regulatory roadblocks: equip your clients for change

How to add payroll to your CPA services TitleThe CFO of the future: beyond the numbers Automated accounting for 21st century business

10:05

Thinking like a start-upData and analytics in tax: the young professional’s perspective

Navigating the minefield of payroll compliance

Becoming the ‘trusted advisor’ Driving business value as a finance directorDeveloping a digital strategy for success available

10:55

Variables for valuing an accounting firmHow tech can transform auditing The Radical HR Manager Asset management for accountingMapping the ideal CFO career trajectoryPANEL: Women in accounting11:45

PANEL: Marketing strategies for large practices

Internal auditing: developing a workforce strategy for improved risk management

Working smart: how tech can revolutionize your day-to-day

Robo-advisors: the future of wealth management?

Being a virtual CFO: is it possible? Is it desirable

PANEL: Blockchain for accounting: the next agitator of change?

2:15

Brand yourself: carving out a social media niche

Accounting and auditing for non-profitsEffective time management for CPAs Marketing wealth managementDocument management for small businessPANEL: Crypto-accounting in the business world

3:05

The Anticipatory CPA: from crisis manager to opportunity manager

Analysis of tax changes to the ACA Employee education: transmitting value Get ready for the new era in estate planningThe Radical CFO12:35

PANEL: Recruiting & retaining millennialsThinking strategically with cost segregationPayroll software: compare and contrast Radical Wealth ManagementWinning new business: tried-and-tested techniques

1:25

Sponsorship Available: For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or [email protected] TECHNOLOGY INNOVATION SHOWCASE12:10

Sponsorship Available: For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or [email protected] 1:00

PLENARY KEYNOTES



AGENDA AT A GLANCE DAY 1

PRACTICE MANAGEMENT THEATERTAX MANAGEMENT THEATER BOOKKEEPING AND PAYROLL THEATER WEALTH MANAGEMENT THEATERFINANCE DIRECTOR’S SUMMITTECHNOLOGY THEATER












Conference Day Two – Thursday July 12th

CONFERENCE ENDS

8:00 Plenary Keynote: A New Foundation for American Greatness? Analysis of the upcoming tax reform

8:25 Plenary Keynote: Tax, the Good, the Bad and the Ugly

9:15 Platinum Sponsorship Available: For speaking opportunities, contact Aidan Brain at +1 646 619 1776 or [email protected]





PANEL: Diversity and inclusion in accountingFASBs revenue recognition standards for non-profits

Workflow solutions in tech Life insurance industry trends and future outlook

Cost management for CFOs: reduce spend without reducing growth

Blockchain: Accounting tech of the future12:10

Beyond compliance: Adding advisory services to your practice

Stolen Identity Refund Fraud (SIRF) and how to identify it

eCommerce accounting for the 21st century Ethics in wealth managementRecruiting right: building your financial teamDigital change management: streamlining internal adoption

1:00

Increasing net worth and intrinsic valueTaxing the Cloud: Nexus and sales taxHow changes to revenue recognition will affect bookkeepers and accountants

Forensic accountancy for risk managementAddress cybersecurity vulnerability to protect your firm

Managing a business in the Cloud1:50

The customer-centric CPA: a focus on service and experience

Enhancing the quality of your auditing process

Workforce analytics: a new dimension to human capital management

Navigating the maze: Today’s landscape of long term care

IT infrastructure for maximum financial productivity

PANEL SESSION: Cybersecurity in large firms2:40

Succession planning for your practiceTackling fraud with technologyBig data and analytics for bookkeeping Auditing alternative investmentsSecuring funding for small businessesOXFORD DEBATE: Will commoditization kill off accountancy?

3:30

Big data and analytics in practice management

Analytics in tax planningHow HR leaders optimize workflow with technology

How Fintech is disrupting financial planningPANEL: Why finance directors should be tech evangelists

TECHNOLOGY INNOVATION SHOWCASE9:40t

How to transform outreach strategies for new clients

PANEL SESSION: Uncovering illicit financial activity

Bridging the GAAP: implementing the new Lease Accounting Standard

PANEL SESSION: Going it alone vs financial planning in a CPA firm

Grow your business with the next generation of advanced analytics and big data

11:20

OXFORD DEBATE: Value-based pricing vs hourly billing

Easing tax season workload compressionMachine learning and OCR: data entry made simple

Wealth advisors in the face of tax reform and market pressures

Grow your business with the next generation of advanced analytics and big data

10:30

PLENARY KEYNOTES



AGENDA AT A GLANCE

PRACTICE MANAGEMENT THEATERTAX MANAGEMENT THEATER BOOKKEEPING AND PAYROLL THEATER WEALTH MANAGEMENT THEATERFINANCE DIRECTOR’S SUMMITTECHNOLOGY THEATER

DAY 2




4:00











CAFE

TAX THEATERWEALTH

MANAGEMENT THEATER

FINANCE DIRECTOR'S

SUMMIT

TECHNOLOGY SHOWCASE

Networking Lounge

BOOKKEEPING & PAYROLL THEATER

PRACTICE MANAGEMENT

THEATER

CAFE

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510 534

138 239

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100

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227

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211111

107

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206209

408311

439

329

127

101

133

335

415508

406 432

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512 530

411

EXHIBITORS

MEDIA PARTNERS

FLOORPLAN

AvailableReserved


SPONSORS & PARTNERSGOLD SPONSOR





CONTACT USSPONSORSHIP, PARTNERSHIPS & CONFERENCEAidan Brain now on + 1 646 619 1776 or email [email protected]

EXHIBITION SALESChris Murdoch now on + 1 646 619 1783or email [email protected]

MARKETING OPPORTUNITIESLauren Geary now on + 1 646 619 1807or email [email protected]

GENERAL ENQUIRIESMartin Kelly now on + 1 646 619 1794 or email [email protected]







july 11-12 2018, javits center, new york, ny€¦ · regulatory roadblocks: equip your clients for...

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