What are the key issues that accounting firms and professionals will face in the coming years? How will changes in technology drive small business growth, and how can business consultants help their clients be positioned to take advantage and thrive?
The most influential thought leaders in the accounting profession gathered for CPA Practice Advisor‘s 9th annual Thought Leader Symposium in Indianapolis, February 26-28, where they participated in discussions, and occasional disagreements, about how these and many other factors will shape the profession and businesses. The thought leaders also met with the leading developers of technologies for accounting firms and small businesses.
The Thought Leader Symposium draws professionals from around the world who are engaged in helping shape the profession. They are all widely-respected and are frequent speakers at accounting conferences. Sponsors of this year’s event were: Intuit, ADP, Sage, Xero and Cetrom.
Among the topics this year’s attendees hope to focus on are: The evolving role of metrics and KPIs, blockchain technology, the end of legacy accounting services, Uberization of some services, new regulations and standards, artificial intelligence, firm demographics, and continuing M&A activity in firms.
2017 CPA Practice Advisor Thought Leaders
- Ron Baker, CPA (Verasage Institute)
- L. Gary Boomer, CPA.CITP (Boomer Consulting)
- Jim Boomer, CPA.CITP (Boomer Consulting)
- Jim Bourke, CPA.CITP (Withum)
- Jean Caragher (Capstone Marketing)
- David Cieslak, CPA.CITP, CGMA, GSEC (Arxis Financial)
- Gale Crosley. CPA (Crosley+Company)
- Chris Frederiksen, CPA, CGMA, PFS (2020 Group USA)
- Angie Grissom (The Rainmaker Companies)
- John Higgins, CPA.CITP (CPA Crossings)
- Tom Hood, CPA.CITP, CGMA (Maryland Assn. of CPAs)
- Kacee Johnson, MBA (Blue Ocean Principles)
- Randy Johnston (K2 Enterprises and NMGI)
- Roman Kepczyk, CPA.CITP, CGMA (Xcentric)
- Allan Koltin, CPA, CGMA (Koltin Consulting Group)
- Mark Koziel, CPA, CGMA (AICPA Firm Services)
- Greg LaFollette, CPA.CITP, CGMA (CPA.com)
- Clayton Oates (QA Business)
- Edi Osborne, CSPM, CPBA, CPVA (Mentor Plus)
- Rick Richardson, CPA.CITP, CGMA (Richardson Media & Technologies)
- M. Darren Root, CPA.CITP, CGMA (Root Advisors and Rootworks)
- Donny Shimamoto, CPA.CITP, CGMA (Intraprise TechKnowlogies)
- Leslie Shiner (The Shiner Group)
- Doug Sleeter (Sleeter Consulting)
- Sandi Smith-Leyva, CPA, CMA (Accountant’s Accelerator)
- Brian Tankersley, CPA.CITP, CGMA (K2 Enterprises)
- Rick Telberg (CPA Trendlines)
- Geni Whitehouse, CPA.CITP, CSPM (Even A Nerd)
- Sandra Wiley (Boomer Consulting)
- Jennifer Wilson (Convergence Coaching)
See inside March 2017
2017 Review of Invoice Management Systems
While invoicing on the surface seems like a fairly straightforward feature, (and simple invoicing is), how customers and clients are invoiced can be just as important as when. Do you provide your customers with a mailed invoice only?
Is Your Accounting Firm Serious About Security?
As I wrote in a previous column, whether it’s securing a perimeter in a war zone or an accounting firm, the strength of the defense is only as robust as the front lines. In your firm, the front line is your people who are handling sensitive client data on