2014 Small Firm: Big Business

Materials

2014 Small Firm: Big Business Conference
August 8
Anderson University Flagship Center, Anderson

Registration List as of 8/4/14

All Presentations

 8:30-9:20 a.m. General Session
   You are the Value!
James C. Metzler, CPA, CGMA, CITP, Metzler Advisory Group LLC
 9:35-10:50 a.m. Breakout Sessions
 A. Securing Your Mobile Office
Karl W. Egnatoff, CPA, CITP, K2 Enterprises
 B. Not Another Revision to the AICPA Code of Ethics
William F. Murphy CPA, ABV, CFF, CGMA, CVA, PFS, Murphy Financial Group P.C.
 C. PCPS and Resources for Small Firms 
James C. Metzler, CPA, CGMA, CITP, Metzler Advisory Group LLC
 11 a.m.-12:15 p.m. General Session
  Marketplace Fairness Act: What you need to know!
Scott Peterson, Avalara
 12:15-1:15 p.m. Lunch and Meet Vendors
 1:15-2:25 p.m. Breakout Sessions
 A. Keeping Up: Tax Law Changes
James M. Motter, MBA, J.D., LL.M., Indiana University Kelley School of Business
 B. Excel 2013: Best New Features
Karl W. Egnatoff, CPA, CITP, K2 Enterprises
 C. Hiring the Right Person
Donna M. Ulrich, McKendree University
 2:40-3:50 p.m. Breakout Sessions
 A. Keeping Up: A&A Changes 
Robert Durak, CPA, CGMA, AICPA
 B. How to Turn Your Tax Practice into a Money-Making Powerhouse
Nick Hodges CPA, CFP, PFS, NCH Tax and Wealth Advisors
 C. Managing the Performance of Your Employees
Donna M. Ulrich, McKendree University
 4:10-5:10 p.m. General Session
  Seasons of a Tax and Wealth Management Firm
Nick Hodges CPA, CFP, PFS, NCH Tax and Wealth Advisors

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