AICPA Emerging Partner Training Forum I

The Emerging Partner Training Forum I 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.  There will be plenty of networking opportunities throughout the forum.

Who Should Attend:  Senior Managers on the firm partner track, New Partners/Owners (five years or less), Practice Leaders seeking partnership skills.

Pre-Conference Monday, June 21

5:30pm – 6:30 pm
Registration Open

6:30 pm - 8:00 pm
Opening Networking Reception Wine Tasting sponsored by

Main Conference Tuesday, June 22 / Day One

7:00 am - 5:20 pm
Registration & Resource Center Open

7:00 am - 8:00 am  
Continental Breakfast

8:00 am - 8:10 am  
Welcome Address & Opening Remarks
James C. Metzler, CPA.CITP, Vice President – Small Firm Interests, AICPA, New York, NY
Bill Pirolli, CPA, Partner, DiSanto Priest & Company, Warwick, RI

8:10 am - 9:00 am  
1 Growing Your Leadership Talent and Influence
Leslie Murphy, CPA, Past Chair of the Board, AICPA and President & CEO, Murphy Consulting, Inc., Bloomfield Hills, MI

9:00 am - 10:15 am       
2 Firm Expectations of New and/or Emerging Partners
Scott W. Kies, CPA, CFE, Managing Partner, Heinfeld Meech & Co., P.C.

10:15 am - 10:45 am     
Refreshment & Networking Break

10:45 am - 12:00 pm     
3 Think-Plan-Grow…Five Strategies to Excellence
L. Gary Boomer, COO and Senior Consultant, Boomer Consulting, Manhattan, KS

12:00 pm - 1:00 pm      
Lunch

1:00 pm - 2:15 pm
Concurrent and Roundtable Sessions

For more interactive, pertinent sessions and roundtable discussions, attendees will be divided into two groups; Group A, smaller to mid-size firms, with 25 or fewer employees and Group B, medium to large-size firms, with 25 or more employees. These sessions will be geared to the issues faced by firms in this size range.

Group A
4 Holding Others Accountable
John Engels, President, Leadership Coaching, Inc., Rochester, NY

Group B
5 Managing and Motivating People
Jeff Pawlow, CEO – Managing Shareholder, The Growth Partnership, St. Louis, MO

2:25 pm - 3:40 pm
Concurrent Sessions

6 Group A: Managing and Motivating People (repeat of #5)

7 Group B: Holding Others Accountable (repeat of #4)

3:40 pm - 4:05 pm
Refreshment & Networking Break

4:05 pm - 5:20 pm
Roundtable Discussions

Group A
8 Roundtable Discussions
Mark Koziel, Director, Specialized Communities and Firm Practice Management, AICPA, Durham, NC

Group B
9 Roundtable Discussions
James C. Metzler, CPA.CITP, Vice President – Small Firm Interests, AICPA, New York, NY

5:20 pm - 6:20 pm Networking Reception

Main Conference Wednesday, June 23 / Day Two

7:00 am - 5:30 pm
Registration & Resource Center Open

7:00 am - 7:45 am  
Continental Breakfast

7:45 am - 8:00 am  
Opening Remarks
James C. Metzler, CPA.CITP, Vice President – Small Firm Interests, AICPA, New York, NY
Bill Pirolli, CPA, Partner, DiSanto Priest & Company, Warwick, RI

8:00 am - 9:15 am  
10 Raising Your “X” Factor
Bill Pirolli, CPA, Partner, DiSanto Priest & Company, Warwick, RI

9:15 am - 10:30 am       
11 Firm Economics/Partner Compensation
Bill Pirolli, CPA, Partner, DiSanto Priest & Company, Warwick, RI

10:30 am - 10:50 am     
Refreshment & Networking Break

10:50 am - 12:20 pm     
12 Understanding the Importance of Business Development, Selling and Marketing
Troy Waugh, Chief Executive Officer, The Rainmaker Academy & Rainmaker Consulting Group, Nashville, TN

12:20 pm - 1:20 pm      
Lunch

1:20 pm - 2:35 pm
Concurrent and Roundtable Sessions

Group A
13 Conflict Management and Difficult Conversations
John Engels, President, Leadership Coaching, Inc., Rochester, NY

Group B
14 Client Retention and Satisfaction
Jeff Pawlow, CEO – Managing Shareholder, The Growth Partnership, St. Louis, MO

2:35 pm - 2:50 pm
Refreshment & Networking Break

2:50 pm - 4:05 pm
Concurrent Sessions

15 Group A: Client Retention and Satisfaction (repeat of #14)

16 Group B: Conflict Management and Difficult Conversations (repeat of #13)

4:15 pm - 5:30 pm
Roundtable Discussions

17 Group A: Roundtable Discussions (repeat of #8)

18 Group B: Roundtable Discussions (repeat of #9)

5:30 pm  
Conference Adjourns

The Phoenician
6000 East Camelback Road
Scottsdale, AZ   85251
Hotel Phone: (800) 888-8234
Hotel Reservations:  (800) 888-8234
Hotel Room Rate: $165 single/double
Hotel Cutoff Date:  May 24, 2010
Online Hotel Reservations:
http://www.starwoodmeeting.com/Book/AICPAForum