Winning Is Everything Conference Agenda

January 28, 2009

"Strategic Planning at a New Level"
by L. Gary Boomer, CEO of Boomer Consulting

Putting the same people in the room year after year at your retreat provides predictability, but does it provide innovation and increase the probability of attaining results? Every firm should have a strategic plan and everyone in the firm should know the plan; but the fact is they don't. Learn about a planning system that works at all levels within your firm and:

• Is quick and efficient
• Holds people accountable
• Focuses on execution
• Is affordable to implement and maintain
• Focuses on the important objectives rather than the mundane
• Is easy to communicate, clear and concise
• Leverages your resources

In this session you will learn about the system and tools available. Accountability and 360 degree performance assessment are essential.

"Annual M&A Update"
by Allan Koltin, President & CEO of PDI Global

A popular & informative session year after year, Allan shares his annual review of recent marriages and divorces in the world of public accounting and discusses what trends and opportunities he sees in place for 2009. Whether you're looking to sell, buy or just add another partner with an existing book of business, Allan and a panel of experienced managing partners will have information for you.

"Prudent Steps for Running Your Firm in Tough Economic Times"
by Gary Shamis, Managing Director of SS&G Financial Services

The market is down, then it's up again, then it's down further . . . things seem to be getting more difficult in every metropolitan area. Businesses everywhere are taking a hit, and even after the incredible ride most accounting firms have been enjoying, they are not immune to the economic downturn. Gary Shamis, Managing Partner of one of the 50 largest firms in the US, knows the situation firsthand, and has just added a new breakout session to help you navigate the turbulent waters. Firms not only have to look for ways to cut costs - like staffing and operating expenses, but they have to carefully address client selection and take advantage of unique opportunities. Gary will share his ideas and experiences and will facilitate a discussion for peer-to-peer sharing.

"Life-Work Balance: How to Get It, How to Keep It, and How to Make Sure It Doesn't Hurt the Bottom Line"
by Rebecca Ryan, 2EO of Next Generation Consulting

The next generation of employees demands life-work balance. But it's not native to managing partners and leaders. In this interactive presentation, you'll:

• Assess how your firm's life-work balance policies compare to other firms;
• Understand the business case for life-work balance (hint: it's not just 20 year olds in your firm who want it);
• Identify the ways in which you promote and/or sabotage life-work balance in your firm; and
• Identify policies and practices which give employees greater balance without sacrificing client care.

Participants are encouraged to bring their Blackberries and/or laptops and wireless cards for hands-on learning and real-time demonstrations.

"Maximizing Enterprise Efficiency"
by Thomson Reuters, Tax & Accounting

Competition for internal resources and profits continue to challenge our industry and the answer to these challenges lie in the proper blending of technology and industry expertise. Come see how to stand out from the competition through leverage of Enterprise Suite Solutions by Thomson Reuters, Tax and Accounting. See solutions that can be implemented quickly, interacted with intuitively by every level of your firm, and offer integration and data access with tremendous flexibility.

"IC-DISC: The Last of the Export Incentives"
by alliantgroup

In the wake of the repeal of the Extraterritorial Income Exclusion (EIE), your clients do not need to suffer the loss of their export tax benefits! The IC-DISC may offer your clients greater export tax benefits than EIE ever did! Unlike other export incentives that have been attacked by the World Trade Organization (WTO), the IC-DISC remains in tact and is now more attractive than ever due to currently low dividend tax rates. A purely prospective benefit, the IC-DISC provides benefit on a go-forward basis only. U.S. exporters that put off setting up an IC-DISC are potentially losing money every day that they delay. How much is your client losing?

"The CCH Roadmap"
by CCH, a Wolters Kluwer Business

This session will focus on CCH's 2009 platform and releases. What's new, How it works and the benefits of adopting it. Learn how it will help your firm improve productivity and profitably and leverage your assets. If this sounds exciting come see it to experience it

"How to Get the Firm of the Future ... Today!"
by HKMP Technologies, LLC

For years accounting firms have been restricted by the limitations of their software. We have long accepted the practice of adapting the firm's processes to fit within the limitations of the technology rather than adapting the technology to create a system to optimize the way the firm works. Fortunately, recent innovations have made this delimma a concern of the past. Join us for a demonstration on how to get the office of the future using technology that is available today. We will show you what is possible, how systems can work together to improve your firm's processes, and how to work the way you want to work when it comes to structuring technology in your firm! In addition, we will provide you with helpful information and important considerations that can guide your firm when it comes to making decisions on technology investments.

"Knock 'Em Dead: How to Craft and Deliver Winning Presentations"
by Rebecca Ryan, Next Generation Consulting

Whether you're pitching an important new prospect, or delivering the state of the firm address, you want your presentations to sizzle; you don't want your audiences to snooze. For the first time ever, Rebecca Ryan - one of Winning Is Everything's top-rated speakers - will share how her secrets so you can craft winning presentations that differentiate you from others, get your audience's attention, and get results. Participants are encouraged to bring their laptops and wireless cards for hands-on learning and online access to tools.

"Strategic Planning at a New Level"
by L. Gary Boomer, Boomer Consulting
[Repeat from Session I]

"Annual M&A Update"
by Allan Koltin, PDI Global
[Repeat from Session I]

"Prudent Steps for Running Your Firm in Tough Economic Times"
by Gary Shamis, SS&G Financial Services
[Repeat from Session I]

January 29, 2009