Tuesday, November 13, 2007
Key Factors for Small Business Success
8:00 am   Continental Breakfast & Registration
     
8:45 am   Welcome Remarks
Erik Asgeirsson, President & CEO, CPA2Biz, Inc.
Robert A. Mancini, Executive Director, Rhode Island State Society of CPAs
   
9:00 am   Preventing Strategic Mismanagement
Bill Reeb, CPA, Conference Chair, Winters and Reeb, PLLC
• How the lack of strategy is causing small businesses to constantly spin
• Why “The stronger the owner, the weaker the organization” is often true
• How product and business life-cycle influences strategy
• Why cost control technology decisions are putting organizations at a competitive disadvantage
• The importance of succession planning

10:15 am   Refreshment Break
 
10:35 pm   Personnel – Recruiting and Retaining Great People
Jennifer Wilson, Co-founder & Owner, Convergence Coaching, LLC
• Finding your ideal target employee
• How to retain your key employees
• Ensuring your new people get productive quickly
• Motivational strategies and specific actions you can take to inspire your people to perform
• Hear insights from a panel of experts discussing real-world business examples

12:00 pm   Lunch (provided)
 
1:00 pm   Unlocking the Power of Information Management
David Cieslak, CPA, CITP, GSEC, Principal, Arxis Technology, Inc.
• How small businesses can leverage the evolution of the desktop
• Leveraging the internet & web services to drive your business
• Making sure you have your basics covered — IT, security, back-ups, etc.

2:00 pm   Operational Management – 7 Rules for Profitability
Dominic Cingoranelli, CPA, Executive Vice President of The Succession Institute
• If you can’t measure it, you can’t manage it
• Working on your business rather than just working in it
• Financing strategies & cash management to drive business growth
• Ensuing business compliance
• Hear insights from a panel of experts discussing real-world business examples

3:45 pm   Easy-to-implement Marketing Ideas to Grow Your Business
Bill Reeb, CPA, Conference Chair, Winters and Reeb, PLLC
• Demystifying marketing
• How to put together an effective marketing strategy
• How current demographics are predictably changing our marketplace
• Finding the most cost efficient way to reach your market segment

5:00-6:00 pm   Networking Reception