CPAmerica Conferences and Roundtables – A Reflection Back

May 10, 2013

I have been privileged to serve as the Marketing Director at McGowen Hurst, Clark & Smith, P.C. for the past 20 years.  OMG – where has the time gone!  conference

The old adage of time flies when you’re having fun must be true.  During my 20 years, I have been fortunate enough to attend 17 CPAmerica Marketing Conferences and Roundtables – missing only three, two for dance recitals and one for a baseball state tournament that no mother could refuse to attend.   (I remember sitting on that bleacher on an unusually cold June day, with rain pelting down, my hands wrapped around a cup of hot chocolate wondering what my CPAmerica friends were doing in sunny Orlando?!?)   But I digress…..

Needless to say MHC&S has recognized the importance of participating in this conference, and believe it to be an investment not only in me, but in the entire firm.  And I agree.

While the format of the conference/roundtable has changed over the years, one thing has not – the excellent information shared by either an outside speaker or a marketing colleague.  I have always been impressed as to the quality of speakers secured by CPAmerica for the conference.  Like the clients we serve who have changing needs, so do we as marketing directors.  And CPAmerica has always been mindful of this.

Going way back to the conference in Milwaukee in 1994, I remember one of the speakers talking about a new concept/development/tool:   the World Wide Web – a global information medium allowing users to read and write via computers connected to something called the Internet.    While I must admit, at the time, I really didn’t think it was something I would incorporate in my marketing plan, however, I continued to listen and continued to be intrigued.    However, I was wrong about not using it– as two short years later we were developing our first website.  CPAmerica – always keeping us on the cutting edge!

This is just one example of the excellent programs and speakers that CPAmerica has afforded its members.  But I must admit, my favorite part of the CPAmerica Conference/Roundtables has always been the sharing of ideas, tools, materials, etc. by my CPAmerica marketing friends.

Their ideas have helped me keep our firm’s marketing program fresh and innovative, as we reach outward to our community/market and inward to our team members.    I can’t remember a single conference that I attended, that I was not able to come back to our firm and immediately implement a winning marketing idea/technique learned at the conference.   Definitely a measurement of the conference’s success.

But the benefits of attending the CPAmerica conference/roundtable just don’t stop after the physical days spent away from the firm have ended.   Probably the very best part of attending the conferences are the people you meet and the relationships you build.  I am proud to say that during my many years of attending the conferences, I have met so many fellow marketers that have rapidly and sustainably become good friends still today.

If I were to offer a suggestion to new CPAmerica marketers, I would encourage you to get involved with the planning and execution of the roundtable.  There are many opportunities available and like everything in life – the more you put into something…the more you get out of it….and the CPAmerica Roundtable is no exception.

Guest post by Rose Breuss – Marketing Director with McGowen Hurst, Clark & Smith, P.C.


Are you making the most out of your conference experience?

April 3, 2013

Today is April 3rd – We are in the home stretch of tax season!   For those of us not knee-deep in 1040s, we can actually take time to plan for the upcoming business conference season that is just around the corner. Business conference

One of the main perks you receive as a member of CPAmerica International is having a host of beneficial conferences at your fingertips.  We offer conferences such as, Tax, A&A, Technology, and Marketing, to mention a few.  We have Regional Partner meetings on the horizon, starting in June 2013.  For a complete listing of upcoming conferences, please visit the CPAmerica members-only website.  There you will be able to get all the specifics for the various conferences including, dates, times, speakers and agendas as soon as they are available.  The main organizer and contact information for each event is also included on the website for your convenience.

There are three basic guidelines for you to get the most out of conference season.

1. Conferences are what you make of them.  You will basically get out of your conference what you put into it.  Go in with a plan of gaining as much useful information as you can (without information overload) and realize that the interactions that you have with others will be the most important part of what you take home.

When you attend a CPAmerica conference, you are likely attending with peers that you’ve communicated with via phone, email or discussion lists.  Conferences elevate relationships to a whole new level when you meet peers face to face. Read the rest of this entry »


Want to write an accounting blog, but don’t know how to get started?

March 19, 2013

Writing a blog is quite a bit different than some of the reports and other papers you may write – if you do much professional writing at all. Doing work

People read blogs to learn new information from the writer’s distinct point of view. They want easy reading, and they want interesting information.

Here’s how you can give them what they want.

What should I write my blog about?

As a CPA, you have an abundance of information at your fingertips that people are really interested in hearing about.

Think about the questions you get asked most on a daily basis by your clients or by your friends at a cocktail party or backyard barbeque.

Those conversations will give you the best ideas because you’re writing a blog for the public – and those people are the public. You don’t want to write about the latest FASB update or the new IRS Revenue Ruling, which may be water cooler conversation at the office, but is in the stratosphere for your intended reader.

Your readers want information that will help make their lives better – that will earn them more money, cost them fewer taxes, protect their businesses from fraud or cut their office expenses.

It’s essential to remember who your audience is. So, unless you are writing for a professional site directed toward other CPAs, your audience is either the general public or a particular business or industry group – none of whom are CPAs.

If you work in the tax area, there are dozens of topics people would like to learn more about, especially at this time of year.  You can write about their individual taxes or tax issues that affect their businesses. If your website is divided into different niche areas, you can customize your blog to builders, manufacturers, nonprofit organizations, professional service businesses or other industry groups.

Here are just a handful of possibilities that might spark an idea:

  • How businesses can take advantage of the reinstated R&D credit
  • Gifting opportunities and other planning measures to avert higher estate taxes
  • How Obamacare will affect businesses
  • Making the most of the home office deduction
  • How enhanced Section 179 elections can help small businesses
  • Planning to reduce capital gains taxes
  • Minimizing taxes on IRAs, 401(k)s and other retirement plans

If fraud is your area, there are endless possibilities for blogs on how to prevent and detect fraud. Consider topics related to workers’ comp, tax evasion, identity theft, collusion, employee pilfering, embezzlement – the list goes on and on.

Case studies and recent court cases can serve as colorful examples to illustrate broader issues.

A&A also has areas of interest to business people. Some possible topics are:

  • How to prepare for your annual audit
  • What your auditor does – and doesn’t do
  • Understanding your financial statements
  • How to develop adequate internal controls

Regardless of your area of expertise, when you’re looking for a topic, think of the questions most often asked by your clients, as well as important information that could be beneficial to them but that they might not know to ask about.

How do I write the blog?

Read the rest of this entry »


Save the Date for CPAmerica Events

February 13, 2013

It’s that time of year again!  Go ahead and grab your calendar and make note of the 2013 events.

In order of appearance:

  • Marketing Roundtable, June 13Business conference

This meeting will be held the day after the AICPA Practitioners Symposium/Tech +/Association for Accounting Marketing Summit in Las Vegas at the Bellagio. Meet with your fellow marketing associates to discuss hot topics for the year! The agenda is taking shape and registration will be available in the coming weeks.  Among other topics, the group will discuss “Ideas for Differentiating your Firm from the Competition” and “Key Take-Aways from AAM.” The group will also have Art Kuesel, Koltin Consulting Group, to discuss cross-selling.

  • Northeast Partners Meeting, June 7

The partners from the Northeast region will get together in Providence, RI. Their agenda includes member sharing sessions on “Business Development Strategies” and “Succession Planning.”  Joe Terasco, Accountants Advisory Group, LLC, will be joining the group to discuss “The Future of CPA Firms and Its Impact on Strategy” and “Staff Development.”

  • Accounting & Auditing Conference, June 19-21

The 2013 A&A Conference in San Diego, has a preconference opportunity available on June 18.  The preconference will be led by Jim Woy, Loscalzo Associates, and he will be discussing GASB and A-133.  The actual conference will begin on June 19. Top speakers such as, Gale Crosley, Susan Hodkinson, Wayne Kerr, Greg Clarke, Gary Zeune and Randy Johnston will be speaking throughout the week.

  • Technology Roundtable, June 19-21

This event will co-locate with the A&A Conference in San Diego. There is a possible preconference opportunity on June 18. The agenda for the Tech Roundtable will be available in the coming weeks.  Randy Johnston, NMGI, will be covering many hot topics for this group. A technical speaker from CCH will be joining the group to discuss portals.

  • Central/Mountain Partners Meeting, July 12

The partners from the Central/Mountain region will be getting together in Albuquerque, NM for some in-depth member sharing. They will hear from some seasoned leading partners in regards to what they would change or do differently if they were to start over.  They will also talk about the practice management survey and spend some time discussing big issues that keep them up at night.  Randy Johnston will wrap up their program by presenting on “Tips, Tricks and Security.”

  • Southeast Partners Meeting, August 2

The partners from the Southeast region will meet again in Atlanta, GA.  Their agenda includes the following member sharing topics: “Organic Growth,” “Business Development Strategies,” “What keeps you up at night?” and “Succession Planning—The Broader Issue.”  They will also have breakout sessions that focus on mergers and acquisitions, staff development and partner accountability.

  • Midwest Partners Meeting, August 23

The partners from the Midwest region will be meeting in Elgin, IL at the office of association member, Mueller & Co., LLP.  David Nissen, managing partner of Mueller & Co., LLP and chairman of the Board of Directors, is generously hosting this meeting.  The partners will be discussing issues such as; staff development, billing, building bench strength and psychological assessment.

  • Leading Partners Retreat/Firm Administration Roundtable, September 25-27

This meeting is being held in Philadelphia, PA.  The main theme of this year is “growth.”   Some topics presented at this meeting will be “Tactics to Lead Your Firm’s Organic Growth Engine,” “Partner/Shareholder Agreements to Support Your Firm Strategy & Growth,” “Most Recent Trends in CPA Firm Merger/Acquisition,” “Grow or Die: my firm, my way or the highway,” The Data of Profitability,” “Building a Team to Support Growth,” “The Challenge to Niche Your Way to Growth” and “Technology to Support Your Growth Infrastructure.”  CPAmerica has secured some top speakers for this event.  Tim Bartz, Steve Berger, John Hermann, Joel Sinkin, Lou Grassi, Michael Platt, John Park, Steve Tatone and Randy Johnston will be joining us for various sessions.

  • CPAConnect Roundtable, October 23-25

Members of CPAConnect will be gathering in Nashville, TN this year for their annual meeting.  They are looking forward to an “AICPA Update” from Mark Koziel.  They’ll also have a session on social media presented by Stacie Saunders.  Dr. Bob Spencer will also be there to give a technology update.  The group will hear from various other speakers on sales and staff development.  Rounding out the agenda will be several other sessions and topics dedicated to member sharing.

  • Tax Conference, November 4-6

The Tax Conference is also going to San Diego in 2013.  CPAmerica has a great line-up of speakers for this event—Jim Hamill, Jordan Goodman, Sean King, Eric Wallace, Brian Mahany and Rick Rebel.  They will be covering topics such as “Tax Planning Opportunities,” “Related Party Transitions,” “State and Local,” “Repair Regs,” and “International.”  There will be technical and tax practice management sharing sessions as well.

Heidi Dublin, Events Manager for CPAmerica International. As a part of the Events department, Heidi plans and organizes all of CPAmerica’s conferences and roundtables, including the Partner Meetings, Marketing Roundtable, A&A Conference, Technology Roundtable, Leading Partner’s Retreat, Firm Administration Roundtable and Tax Conference.

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The Importance of Sharing

February 5, 2013

Unless you are fluent in Mandarin Chinese, the characters in the image to the right is incomprehensible; think about the time and resources you would have to expend in order to translate it.sharingsymbol

Now, however, imagine that you knew that I could read Mandarin. How easy it would be for me to simply tell you that they are the Chinese characters for “to share.” In this case I would be an easily accessed resource at your disposal.

The Sharing Library located within the CPAmerica International website is also an easily accessed resource; it is an often overlooked service that is provided as part of membership to CPAmerica.

The wealth of information available in the CPAmerica sharing library is there to instantly assist your firm in a variety of topics; the key niches of these topics include:

  • A&A
  • Tax
  • Firm Operations
  • Niche Services
  • Specialized Services
  • Your Association Materials

More detailed categories can be found within each of these topics located within the sharing library. Forms, presentations and proposals are all located there, just to name a few.

There are currently over a thousand articles available for CPAmerica members to peruse as part of the association.

The sharing library can help your firm focus on what it does best without having to expend excessive time and energy reinventing the wheel.

Another great feature of the sharing library is that members with a particular area of expertise can up-load files to the library through a portal in the SERVICES area of the CPAmerica website. This sharing of ideas leads to a multiplicity of knowledge between our members.

As the great Irish playwright George Bernard Shaw said, “If you have an apple and I have an apple and we exchange these apples then you and I will still each have one apple. But if you have an idea and I have an idea and we exchange these ideas, then each of us will have two ideas.”

CPAmerica is committed to the constant improvement of our members’ firms; this commitment is manifested to you through our sharing library and through our motto, “Improving Through Sharing.”

If you are not a CPAmerica member and would like information on how to join our organization, please fill out this form.

 

Oscar Molina, Marketing Editor at CPAmerica International. Molina has a background in graphic design and marketing and has previously worked as a field chemist. As the Marketing Editor, he is responsible for content, layout & design, printing and distribution for print and on-line member publications for CPAmerica International.

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Sharing Calls 101

January 18, 2013

Sharing Call definition: In our world, sharing calls typically cover a specific niche area or practice management issue that also happens to be a hot topic among members.  The call can be centered on a niche service or a specialized service and usually runs between thirty minutes and one hour.Phone

Some of the top industries served by our CPAmerica International members include:

  • Real Estate
  • Professional Services
  • Construction
  • Finance and Insurance
  • Healthcare and Social Assistance
  • Manufacturing
  • Nonprofit
  • Agriculture
  • Retail and Mining

Why do they work and why should I attend?

Member sharing is an integral part of being in an association–any association. Members in CPAmerica can get access to best practice knowledge from their peers without fear or worry of sharing with a direct competitor.

Our association is fortunate that members enjoy sharing with other members and often cite it as one of the most beneficial aspects of their membership.

Sharing calls are just another form of developing those relationships and learning best practices. Members can get on a call discussing a topic without waiting months to see each other face to face.

If it is a topic that needs further development and resources, the call often evolves into a series of webinars or a more in-depth session at a conference or retreat.

A couple of sharing calls on the horizon for our members are a call hosted by two of our member firms, Terry Delaney of Widmer Roel, PC in Fargo, ND and Cynthia Dopjera of Harper & Pearson Company, PC  in Houston, TX. They have agreed to co-facilitate a call to discuss some key topics affecting the banking industry.

We also have a call scheduled on the topic of Outsourced CFO and Controllership Services.  The call will be facilitated by Bob Parker, Managing Partner of TPP Certified Public Accountants, LLC in Overland Park, KS.  On this call, Bob will discuss what processes his firm uses such as billing, marketing approaches, challenges and successes their firm has encountered.

Whether or not a firm offers these particular services to clients, by participating in the sharing calls, members can learn how to develop the niche in their area.

How can I participate?

If a firm specializes in a particular area and feels that some of their fellow members can benefit by having a call, facilitation is a great way to introduce themselves to other key members with expertise in the niche area and expand upon relationships with peers in the industry.  Read the rest of this entry »


Hosting a Business Cocktail Party

July 9, 2012

You may be asking yourself, “Why would I host a business cocktail party? What should I keep in mind when planning the party?”Building your business and growing your firm is deeply rooted in networking.  Unfortunately, not all of your clients or prospective clients can play a round of golf, but everyone can enjoy some time to network at a cocktail party.

There are a five things to consider before hosting a business cocktail party:

  • Timing.  Cocktail parties are typically scheduled for only an hour or two in the evening.  The party typically shouldn’t exceed three hours – hence the term “cocktail hour.”  This will be great for your budget.
  • Location.  The location should reflect the feel of the event.  If you want a more formal cocktail party, your venue can help to achieve that goal.  In this case, you’d be looking for a trendy, upscale spot.  If you want your guest to feel comfortable and relaxed, you should choose a more casual locale.  In both cases, you’ll probably want it to be in a central location and close to your office so that your staff is able to get there easily after work.
  • Budget.  Your budget is extremely important.  Cocktail parties are not meant to break the bank. Your budget will help you determine how many clients to invite, as well as the amount or caliber of food and drink that you want to serve.  If you aren’t working with a large budget, consider keeping your cocktail party at just one hour to curb expenses.  You can still have a very productive networking opportunity in one hour.
  • Menu.  When you host your cocktail party, you are never expected to serve a full meal.  You’ll want to choose a mix of hot and cold hors d’oeuvres for your guests – and don’t neglect to offer a vegetarian option. You typically want to plan for three-four per guest per hour.  Make sure the food items are easy to pick up and eat in one bite.  Your main goal is networking not juggling plates!
  • Drinks.  No need to actually serve “cocktails.”  Choose drink options that make sense for your budget.  You can always go with a choice of select red and white wines, and add a few beer options.  You can also choose to serve signature cocktails or champagne or punch.  Be sure to have a few nonalcoholic drinks available.  No one complains about a drink when the host is buying!  This is a business gathering, so it is likely that most of your guests will have one beverage per hour.

Remember, your main goal is to build relationships with your clients or prospective clients in a stress-free environment.  Provide all of the necessities, and everyone will enjoy themselves and be delighted that they were invited!

Heidi Dublin, Events Manager for CPAmerica International. As a part of the Events department, Heidi plans and organizes all of CPAmerica’s conferences, including the Marketing Roundtable, A&A Conference, Technology Roundtable, Leading Partner’s Retreat, Firm Administration Roundtable and the Tax Conference. You can follow her on Twitter @HeidiDublin.


Continuous Improvement Sparks New CPAmerica Program

June 22, 2012

Continuously Improving in Business“My best ideas have been stolen,” is the memorable comment I heard years ago from the colorful managing partner of a very profitable CPA firm in Louisiana.

He was addressing an audience of more than 100 fellow managing partners of CPAmerica International member firms. Taken aback by the comment, I’ve spent years realizing this true confession applies to us all…although I prefer the word ‘borrowed’ to ‘stolen.’

When we extend beyond familiar boundaries with our networking, reading, participation and engagement, we begin to picture new ways to approach our challenges by observing and listening to others.

In other words, the solutions discovered by one of us are not nearly as powerful as the solutions observed and collaborated among all of us.

Each successful CPA firm has its laurels upon which reputation and profitability are built.  Looking at the top firms in the country, none are identical.  The firm on the east coast with the incredible ability to leverage professionals to partners and drive premium billing rates, is different from the firm on the west coast with detailed attention to niches, firm culture and career path planning to give client service differentiation.  Both are wildly successful, but both walk different paths toward the destination.

CPA firms in general, and managing partners as leaders, have very different skills sets and accomplishments.  Within an association like CPAmerica International where market areas are protected with geographic guidelines, the license to steal (borrow) without risk of competitor punishment is a huge benefit.

With this in mind, the CPAmerica Visitation Improvement (VIP) program has been created for members.

Helping CPAmerica members strive for continuous improvement is the focus of the VIP which launched mid-May 2012.

CPAmerica Visitation Improvement (VIP) program

The VIP is designed as an enrichment experience for the visited firm and for the two visiting team consultants, both managing partners from different firms.  Aspects of firm management, vision, growth, succession, profitability and culture are the focus of the visits.

Identification of improvement opportunities for the visited firm, as well as for team consultants’ respective firms, is the intended outcome of each visit.

Sharing of best practices to support continuous improvement in practice management is the theme of each VIP experience.  The program thrives on positive recommendations, based on experienced observations, from two CPAmerica Leading Partners of similar size firms.  In other words, the VIP is complimentary on site consulting and practice information exchange among CPAmerica Leading Partners. Read the rest of this entry »


CPAmerica International Offers Member Sharing Opportunities

June 1, 2012

State Capitol Building, NashvilleCPAmerica International is kicking off the summer with three member sharing opportunities. The Accounting and Auditing Conference, Technology Roundtable and Marketing Roundtable will all take place between June 12 and June 15. What sets these opportunities apart from other events in the profession is the ability for association members to freely share best practices without concern about sharing with competitors.

The A&A Conference, a mix of both soft- and hard-side skills training, will include a preconference day at Yellow Book training with Lea Strickland of F.O.C.U.S., Resources, Inc. On Wednesday, popular speaker Sam Allred of Upstream Academy will discuss the softer side of audit practices, followed by sessions on risk management by CPA Mutual Insurance Company of America and CNA Insurance Companies. Kyle Anderson of A&A Update & Review, Inc., will explain what’s new with independence issues. On Thursday, Wayne Kerr of AuditWatch will address auditing issues and updates, followed by members sharing best practices.

Howard Sibelman of Crowe Horwath International will lead the discussion on International Financial Reporting Standards (IFRS) on Friday morning. To end the day, Gary Zeune, of The Pros and Cons LLC, will address fraud issues and CPAmerica technology consultant, Dr. Bob Spencer of NMGI, will provide an A&A technology update. As a special event on Thursday night, the A&A and Technology attendees will meet for dinner and drinks at Nashville’s Ryman Auditorium, the original site of the Grand Old Opry. The conference will run from June 12 through June 15 in Nashville, Tenn.

Also in Nashville, the Technology Roundtable will be a hands-on, high-tech training.

“The great thing about this roundtable is the ability to network with your peers who are facing the exact same issues and challenges you are,” says Harrison Schofill, CPAmerica IT director. “We’re planning a program that should address those issues and generate some great conversation.”

The agenda will include a presentation and demo on firewall configuration, followed by a Q&A session on certification, Windows Server 8 and Microsoft products versus VMware. The roundtable will run from June 13 through June 15.

The Marketing Roundtable on June 14 will follow the Association for Accounting Marketing Summit in Las Vegas. This roundtable will include discussion takeaways from the Summit, internal communications and the proposal process, pipeline and pipeline management, redesigning and maintaining a firm’s website and an anything-goes member sharing session.

These events are exclusively available to CPAmerica members. For more information on how to become a member, please call Ellen Donovan at 352-481-4001 or email edonovan@cpamerica.org.


What does all this social media buzz mean?

April 18, 2012

A social network diagram

I admit, as a Boomer, I’m still in the “kindergarten phase,” just beginning to appreciate dynamic websites and even shopping online.

But while I’ve been lazily learning the online alphabet, social media is quickly transforming experiences into something more disruptive than television on steroids.

It doesn’t stop with the big social networks like Facebook, LinkedIn, and Twitter.  It goes even further with Slideshare, Delicious, YouTube and blogs.  Based on a very elementary understanding of Slideshare, I can’t imagine why a CPA firm wouldn’t use it to promote niche capabilities of partners.  The same goes for YouTube.

Taking the presentations that are already being done by partners, catching them on video or making them into a Slideshare presentation is a way to create valuable content to send to your clients.  This could also be an opportunity for a staff member to be the champion of the firm’s social media implementation.

Facebook, LinkedIn, Twitter and YouTube are now considered cornerstones of most social media strategies in larger companies.  A recent study showed, 1 in 3 respondents (33%) said that they would prioritize social media freedom, device flexibility, and work mobility over salary in accepting a job offer.  Does this send a strategic message to CPA firms?

“While physically being visible is extremely important, being wildly visible with social media is a must,” says Rita Keller, Keller Advisors LLC, a recognized management consultant to CPA firms. Read the rest of this entry »


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