AICPA Emerging Partner Training Forum II

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. Attendance is limited.

Who Should Attend: Those that have attended (or someone in their firm has attended) Emerging Partners Training Forum I.

Main Conference, Wednesday, August 11 – Day One

8:00 am - 8:30am
Continental Breakfast

8:20 am - 8:30am
Welcome Address & Opening Remarks

8:30 am - 10:30am
1 Best Practices: Top Management Issues for Today’s Emerging Partner
James C. Metzler, CPA.CITP, Vice President - Small Firm Interests, AICPA, New York, NY

10:30 am - 12:30pm
2 Firm Economics
Lisa Cines, Managing Officer, Aronson and Company, Rockville, MD

12:30 pm - 1:30pm
Lunch

1:30 pm - 3:30pm
3 Firm Models – Moving From a Silo To A Business
James C. Metzler, CPA.CITP, Vice President - Small Firm Interests, AICPA, New York, NY

3:30 pm - 5:30pm
4 Roundtable Discussion:  Emerging Partner Issues – Best Practices
Heidi Brundage, CPA, Technical Manager, Specialized Communities - PCPS/Practice
Management, Durham, NC

6:00 pm - 8:30pm
5 Roundtable Dinner Session:  Key Professional Issues
Facilitated by PCPS Special Host Presenter: Barry Melancon, AICPA President & CEO

Main Conference, Thursday, August 12 – Day Two

8:00 am - 8:30 am
Continental Breakfast

8:30 am - 12:00 pm
6 Personal Management
John Engels, President, Leadership Coaching, Inc., Rochester, NY

12:00 pm - 1:00 pm
Lunch

1:00 pm - 2:00 pm
7 Personal Management
John Engels, President, Leadership Coaching, Inc., Rochester, NY

2:00 pm - 4:00 pm
8 The Managing Partner Perspective
Leslie Murphy, CPA, Past Chair of the Board, AICPA and President & CEO, Murphy Consulting, Inc., Bloomfield Hills, MI

4:00 pm
Conference Adjourns

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:

The Muse Hotel
130 West 46th Street
New York, NY 10036
Hotel Phone: (212) 485.2400
Hotel Reservations: (877) NYC-MUSE
Hotel Room Rate: $239 king deluxe/$269 executive king
Ask for the AICPA Corporate Rate.

Sheraton Manhattan at Times Square*
790 7th Avenue @ 51st Street
New York, NY 10019
Hotel Phone: (212) 581-3300
Hotel Reservations: (800) 325-3535

Sheraton NY Hotel & Towers*
811 7th Avenue @ 53rd Street
New York, NY 10019
Hotel Phone: (212) 581-1000
Hotel Reservations: (800) 325-3535
*Hotel Room Rate: $229 single/double
Ask for the American Institute of Certified Public Accountants (not the AICPA) Preferred Rate.