The Emerging Partner Training Forum II addresses the issues and skills emerging practice leaders need to ensure your firm’s continued success and prepare your young leaders for tomorrow. Consultants and successful firm leaders will provide practical examples and insights regarding the responsibilities and skills needed for firm leadership and share best practices you can instantly apply. Plus there will be plenty of networking opportunities throughout the forum.
Who Should Attend: Those that have attended the Emerging Partners Training Forum I.
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| Tuesday, August 11, 2009, Main Conference - Day One
AICPA Offices, Boardroom, 1211 Avenue of the Americas, New York, NY |
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| 8:00am - 8:30am | Continental Breakfast |
| 8:20am - 8:30am | Welcome Address & Opening Remarks |
| James C. Metzler CPA.CITP, Vice President - Small Firm Interests, AICPA, New York, NY | |
| 8:30am - 10:30am | 1. BEST PRACTICES: TOP MANAGEMENT ISSUES FOR TODAY’S EMERGING
PARTNER ROUND TABLE BEST PRACTICES DISCUSSION BMO
James C. Metzler CPA.CITP, Vice President - Small Firm Interests, AICPA, New York, NY |
| 10:30am - 12:30pm | 2. FIRM ECONOMICS F
Lisa Cines, Managing Officer, Aronson and Company, Rockville, MD |
| 12:30pm - 1:30pm | Lunch |
| 1:30pm - 3:30pm | 3. FIRM MODELS – MOVING FROM A SILO TO A BUSINESS BMO
James C. Metzler CPA.CITP, Vice President - Small Firm Interests, AICPA, New York, NY |
| 3:30pm-5:30pm |
4. EMERGING PARTNER ISSUES – BEST PRACTICES FORUM ROUNDTABLE BMO
Heidi Brundage, CPA, Technical Manager, Specialized Communities – PCPS/Practice Management, Durham, NC |
| 6:00pm-8:30pm | 5. ROUNDTABLE DINNER SESSION: KEY PROFESSIONAL ISSUES FOR EMERGING PARTNERS BMO
Round Table Dinner Discussion |
| Wednesday, August 12, 2009, Main Conference - Day Two AICPA Offices, Boardroom, 1211 Avenue of the Americas, New York, NY |
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| 8:00am - 8:30am | Continental Breakfast |
| 8:30am - 12:00pm | 6. Personal Management John Engels, President, Leadership Coaching, Inc., Rochester, NY |
| 12:00pm-1:00pm | Lunch |
| 1:00pm-2:00pm | 7. Personal Management John Engels, President, Leadership Coaching, Inc., Rochester, NY |
| 2:00pm-4:00pm | 8. The Managing Partner Perspective BMO Leslie Murphy, CPA, Previous AICPA Chair of the Board, Leslie Murphy Consulting, Southfield, MI |
AICPA Boardroom
1211 Avenue of the Americas
New York, NY 10009
(PLEASE NOTE: Photo ID is required for building security check-in)
RECOMMENDED HOTEL ACCOMODATIONS:
Please request the “AICPA Corporate Rate”. Rates are subject to availability.
Crowne Plaza Manhattan
1605 Broadway
New York, NY 10019
Hotel Phone: (212) 977-4000
Hotel Reservations: (800) 243-6969
Hotel Room Rate: $329-$469 depending on size of room
The Muse Hotel
130 West 46th Street
New York, NY 10036
Hotel Phone: (212) 485-2400
Hotel Reservations: (877) NYC-MUSE
Hotel Room Rate: $309-$419 single/double
Sheraton New York
811 7th Avenue at 53rd Street
New York, NY 10019
Hotel Phone: (212) 581-7000
Hotel Reservations: (877) 782-9444
Hotel Room Rate: $329-$449 single/double
Hilton Garden Inn Times Square
790 8th Avenue
New York, NY 10019
Hotel Phone: (212) 581-7000
Hotel Reservations: (877) 782-9444
Hotel room rate: $260-$375 single/double

