2016 New York Accounting Show

Lo

w- for t Reg co he ist st FR er CP EE To E a Sh da t o ow y nly a $5 nd Show & CPE Conference July 13-14, Weds-Thurs Pennsylvania Hotel 5 /d ay 18th floor, 7th Ave and 33rd St, across from Penn Station . 8th Annual

Sponsored by NCCPAP, National Conference of CPA Practitioners.

Rick Richardson

Joe Woodard

James C. Bourke

CPA, CITP, CGMA, Richardson Media & Technologies

CEO Woodard Companies

CPA.CITP.CFF.CGMA, President, Partner, AccountantsWorld WithumSmith+Brown, PC

Chandra Bhansali

Robert L. Goldfarb

Gary Olynik

CPA, Princ, Janover LLC Chmn, LI Tax Profs Symposium, NCCPAP

Accountant Network Accountant Advocate, Sage

Amy Vetter

Greg LaFollette

Michael Giardina

Armando D’Accordo Sandra Johnson

Global VP, Education & Enablement, Head of Accounting, USA, Xero

CPA.CITP, CGMA, Strategic Advisor, CPA.com

CEO, Office Tools

President, CMIT Solutions

CPA, Owner, Sandra Johnson, CPA PC

Daniel Hood

Rick Telberg

Max T. Krotman

Jordan Kleinsmith

Gail Perry

President, CEO, Bay Street Group LLC

Esq., Managing Partner Globalforce Intl

Prod Mgr, Tax Thomson Reuters

CPA, Editor-in-Chief CPA Practice Advisor

Editor-in-Chief, Accounting Today

✔ Checklist to attend: ✔ Managing Accounting Technology: iPads, iPhones, Cloud, Mobile, Web, Serving clients better. ✔ CPE sessions at low cost of $55 per day with 6 hours of CPE credits, or $100 for two days with ✔ ✔ ✔ ✔ ✔

12 hours of CPE credits. The CPE is accredited by the New York State Education Department, Albany. See and hear the newest accounting, business, finance, tax, payroll, cloud, mobile, web. Network with friends. Efficient two day program. Location. Location. Location.The Pennsylvania Hotel is across from Penn Station and in the heart of Manhattan. The Free Show will focus on accounting, business, tax, mobile, iPhones, iPads, web, Internet, financial, banking, tax, payroll, cloud for New York accountants. Free CPE keynotes each morning from 8-9:40 am with Two Free CPE credits. Sponsored by NCCPAP, National Conference of CPA Practitioners.

✔ For complete details and to register online, visit:

flaggmgmt.com/ny

Free Show: Weds, July 13 9:40 – 4 pm Thurs, July 14 9:40 – 4 pm

CPE Conference: Weds, July 13 8 – 4:50 pm Thurs, July 14 8 – 4:50 pm

For more information: Flagg Management Inc 353 Lexington Ave, New York NY 10016 212-286-0333 Fax: 212-286-0086 [email protected]

8th Annual 2016 New York Accounting Technology

CONFERENCE PROGRAM

Take elevators to the 18th Floor.

DAY ONE, WEDNESDAY, July 13

Register today for the low-cost CPE educational program at $55/day with 6 CPE credits. $100 for 2 days with 12 CPE credits. The CPE is accredited by the New York State Education Department, Albany.

Conference registration and free coffee service : 7:30-8:00 am 18th floor Conference Ballrooms, Hotel Pennsylvania. Come early for free coffee.

18th floor, Hotel Pennsylvania, Conference Session Room. General Session (2 CPE Credits) KEYNOTE: Technology Futures – 2016. Dana ‘Rick’ Richardson, CPA, CITP, CGMA, Richardson Media & Technologies, Canton, CT Session 1 8 - 9:40 am

Rick Richardson began providing CPAs with his technology futures forecast in 1981 and this year will mark an unbroken string of 36 years of predicting our technology future. Rick will provide attendees with his vision of both the short and longer-term future for technology, including technologies important to the accounting professional. Topics will include a review of prior-year predictions, what major-market companies Dana ‘Rick’ Richardson are doing and how their actions will affect all of us, current trends in hardware, software, and communications as well as emerging technologies that will bring those trends into reality. Rick will conclude with his personal forecasts on our technology future. Look for Rick to bring some of the latest technologies with him to share with participants.

Exhibits open 9:40 – 4 pm 18th floor Exhibit Area. Exclusive show viewing time 9:40-11 am. Free coffee service in the Exhibit Hall. General Session 18th floor, Hotel Pennsylvania, Conference Session Room (1 CPE credit) Session 2 11–11:50 am

Firms that Have Great Technology Attract Great Talent Amy Vetter, Global Vice President, Education & Enablement, Head of Accounting, USA, Xero Firms must adapt to meet the needs of the next generation of talent. Amy will discuss tools for generational planning, and how to leverage technology and change management within a firm in order to recruit the best. Amy Vetter

Session 3 12 noon – 1:20 pm Exclusive Show viewing time in the exhibits. See, examine and compare accounting, business, finance and services at one time and one place in New York. Concurrent Sessions (select one of two) 18th floor, Hotel Pennsylvania, Conference Session Room (2 CPE credits) Session 4 1:20 - 3:00 pm

Session 5 1:20 - 3:00 pm

Rise of the Machines: A Business Survival Guide.

How to Automate Your CPA Office on a Budget.

Joe Woodard, CEO, Woodard Companies Software solutions designed around small business operations are increasingly sophisticated, automated and integrated. Not only are small businesses integrated with each other more tightly – and more ubiquitously, cloud solutions are also tightly integrated with larger data sources like banks, payment processors, and payroll providers. This Joe Woodard tight integration results in extreme levels of data automation that will, very quickly, replace up to 80% of the manual bookkeeping process for small businesses. During this forward-looking journey into small business innovation, Joe Woodard will provide a survey of these powerful new technologies, project the future of accounting and small business, and prepare current and future professionals to play in this midst of a radical and imminent paradigm shift.

Michael Giardina, CEO, Office Tools In a fast paced culture of technology, automation is no longer a choice but has become a mandate. How do firms facilitate change and implement technology on a budget? In my 30 Michael Giardina years as an IT consultant I have helped hundreds of firms with these issues. This session offers planning tips, budgeting ideas and a look at practical technology that is a must for every firm.

3 - 4 pm Exclusive Show viewing time in the exhibits. See, examine and compare accounting, business, finance and services at one time and one place in New York. Concurrent Sessions (select one of two) 18th floor, Hotel Pennsylvania, Conference Session Room (1 CPE credit) Session 6 4:00 - 4:50 pm Session 7 4:00 - 4:50 pm

How to be a Rainmaker.

Security and Cyber Threats.

Sandra Johnson, CPA, EA, CFE, Managing Partner, Johnson Kass & Greenberg CPAs Introduced by: Robert L. Goldfarb, CPA, Principal, Janover LLC, Chairman, Long Island Tax Professionals Symposium, NCCPAP The marketing function is crucial to the success of your CPA practice. This lively session will discuss advertising, Sandra Johnson networking, social media, websites and more, introducing you to the tools to develop a strategic marketing plan. Increase your earnings, grow your practice, become a rainmaker.

Armando D’Accordo, President,

Robert L. Goldfarb

CMIT Solutions The Internet, web services, and cyber communications have created enormous security and cyber threat issues for CPAs and their clients. Find some solutions in this session to avoid material damage Armando D’Accordo to your practice.

Show concludes at 4 pm. CPE program concludes at 4:50 pm. Speakers and Program subject to change.

DAY TWO, THURSDAY, July 14

Pennsylvania Hotel, NYC 7th Ave and 33 St, across from Penn Station and Madison Square Garden

Take elevators to the 18th Floor.

Conference registration and free coffee service : 7:30-8:00 am 18th floor Conference Ballrooms, Hotel Pennsylvania. Session 10 8 - 9:40 am 18th floor, Hotel Pennsylvania, Conference Session Room. General Session (2 CPE Credits)

KEYNOTE: Technology Update for the CPA Profession. James C. Bourke, CPA.CITP.CFF.CGMA, Partner, WithumSmith+Brown, PC, Red Bank, NJ To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis. Today, it’s all about Cloud / Social / Mobile! If you’re not aware of the changes taking place in this space, you’ll be left behind. Jim will discuss the impact on our profession of cloud, social and mobile, including how to react to the next generation of professionals entering our space that have grown up knowing only this James C. Bourke “way of life.” Jim will discuss a range of technologies from tax, scan and populate, digital signatures, outsourced client accounting to the pro’s and con’s of Office 365 and the importance of datacenters for the private cloud. He’ll review the biggest hacks of the past few months and share some cybertips to help make your practice and your clients’ a little “more” secure.

Exhibits open 9:40 am - 4 pm 18th floor Exhibit Area. Exclusive show viewing time 9:40-11 am. Free coffee service in the Exhibit Hall. Concurrent Sessions (select one of two) 18th floor, Hotel Pennsylvania, Conference Session Room (1 CPE Credit) Session 11 11:00 - 11:50 am

Session 12 11:00 - 11:50 am

Digital Ninja Master Class. Greg LaFollette, CPA.CITP, CGMA, VP Product Strategy, CPA.com In today’s fast paced, all electronic world only the prepared flourish. Do you want to integrate technology into your personal and professional life? Are you overwhelmed by all of the options? Learn about hardware, web resources and apps that will build your credibility as a true ninja! Together Greg LaFollette we’ll define what it means to be a “Digital Ninja”. Learn how to recognize Digital Ninja’s, and how to become one yourself. Develop your own personal training plan as you learn the tricks and the traps, the indicators, and the secrets.

Cloud Computing for CPAs and Your Clients. Dr. Chandra Bhansali, President, AccountantsWorld, Hauppauge, NY Moderator: Rick Telberg, President, CEO, Bay Street Group LLC, Chandra Bhansali East Hampton, NY

Rick Telberg

Cloud Computing is an established business system to efficiently reduce your cost, store data, access data, and quickly and easily put data to work in your practice. Cloud Computing is working at all levels of business, finance, and accounting, from a one person office to multi-corporations.

Session 13 12 noon – 1:20 pm Exclusive Show viewing time in the exhibits. See, examine and compare accounting, business, finance and services at one time and one place in New York. Concurrent Sessions (select one of two) 18th floor, Hotel Pennsylvania, Conference Session Room (2 CPE Credits) Session 14 1:20 - 3:00 pm

Session 15 1:20 - 3:00 pm

Interpreting Financial Data

The Tech Savvy Client is Here: Are you Ready?

Gary Olynik, CPA, CMA, Accountant Network

Jordan Kleinsmith, Product Manager, Tax, Thomson Reuters

Accountant Advocate, Sage Are financial statements just for preparing tax returns? In this session we will look at the nature of the data trapped within general ledger systems and reveal how this data can be transformed into information that can be used by accountants to provide recommendations to customers to improve financial performance. Learn what to measure, how to analyze it and what to communicate.

Gary Olynik

Cloud computing, client portals, mobile technology, and eSignatures are some of the hottest topics in the profession right now. The reason is simple: Clients are becoming more tech-savvy, and their expectations are changing. They expect the same convenient online services offered by banks and other financial services. In this session, we’ll discuss why implementing online portals and other services is so important for retaining your best clients, finding and attracting better clients and how successful firms have made this happen.

Jordan Kleinsmith

3 - 4 pm Exclusive Show viewing time in the exhibits. See, examine and compare accounting, business, finance and services at one time and one place in New York. The show concludes at 4 pm, but there is time to attend the 4 pm session on M & A.

Session 16 4 - 4:50 pm (1 CPE credit)

Mergers & Acquisitions – When You Decide to Sell. Valuations, Financing, and Payout Options. Max T. Krotman, Esq., Managing Partner, Globalforce International, Inc., Melville, NY When you decide to sell your business, learn how to value your practice accurately, and how to maximize value. How to grow your business through acquisition, continue your business with a partner; or leave your business in a sales and payout option. Find out your options if you are looking to make a change in your business. What you should know about valuations, financing and payout options.

Max T. Krotman

Show concludes at 4 pm. CPE program concludes at 4:50 pm. Speakers and Program subject to change.

as of 5/25/16

PARTIAL LIST OF EXHIBITORS

See all the exhibits on the 18th floor, next to the conference sessions. There will be ample opportunity to attend the free CPE general sessions each morning from 8 to 9:40 am, and then visit the exhibits from 9:40 to 4 pm, Weds-Thurs. Visit our website and register in advance at:

flaggmgmt.com/ny

AccountantsWorld Accounting Today AccountingSuite AccountingWeb Accumera LLC ACE IT Solutions ADP Allstate Corporate Services Corp. APS Pension & Financial Services, Inc. Binding Systems of America Bloomberg BNA BooXkeeping Corp Canon U.S.A., Inc. Canopy Tax Cash Recovery Specialists CFS Tax Software CMIT Solutions of Long Island CPA Magazine CPA Practice Advisor CPA Trendlines Drake Software FFP Wealth Management Div. Future Financial Planners Forrest T Jones & Co, Inc GilsbarPRO Globalforce International Inc. Greater New York Chamber of Commerce

GruntWorx Insightful Accountant Journal of Accountancy KBKG Lending Club MIBAR.net Morgan Stanley My IT Provider, LLC NCCPAP New York Life Office Tools OnDeck Capital Paradigm Partners Paychex Corp Pransform, Inc. Premier Corp Services Prudential QXAS Inc Sage Sky Technology Group The Medical Link The Progressive Accountant The Tax Adviser Thomson Reuters USB-FlashDrive.com Vanguard Funding LLC Whitman Business Advisors Xero

The 8th Annual 2016 New York Accounting Show, July 13-14 Your best investment to see iPads, iPhones, Internet, Smart Systems for finance, banking and accounting.

HOTEL RESERVATIONS

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See what’s new with accounting software and hardware. See what’s new with iPads, iPhones, Cloud, portals, social media. See new banking, finance and business systems.

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Network with your peers.

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Passport for Prizes: Win an Apple Watch at the Show.

Exhibits and Conferences all on the 18th floor.

Sponsors NCCPAP Thomson Reuters Sage Xero

Media Sponsors Accounting Today AccountingWEB CPA Magazine CPA Practice Advisor CPA Trendlines Intuitive Accountant Journal of Accountancy The Progressive Accountant The Tax Adviser Association Sponsor Greater New York Chamber of Commerce

Face-to-face contact will save months of looking for person-to-personknow-how from your vendors. They’re coming to see you.

Make hotel reservations online today: https://bookings.ihotelier.com/HotelPennsylvania/bookings.jsp?hotelID=2078&groupID=1638979

Phone for hotel reservations TODAY: Hotel Pennsylvania’s PENN 5000, Penn Station at 7th Avenue and 32nd St, 212-736-5000 ext 8790 (toll free at 800-223-8585). Ask for “New York Accounting Show 2016” for the period of Mon, July 11 through Fri, July 15, room rate $179 single/double plus tax (one bed), $199 single/double plus tax (two beds). Special check in area, left side of Lobby. Continental breakfast included with both $179 and $199. This historic and trendy hotel is in an excellent Midtown location directly opposite Madison Square Garden and Amtrak’s Penn Station. Hotel Pennsylvania is within walking distance of the business, entertainment and fashion districts, including Macy’s, the Empire State Building, and Times Square. Directions to Hotel. The hotel is directly across 7th Avenue from Penn Station and Madison Square Garden between West 32nd and West 33rd Streets at 401 7th Avenue. Take Long Island Railroad to Penn Station and walk directly across 7th Ave to the hotel. Subway trains stop at the station at 34th Street and 7th Ave on the 1 and 9 train lines. There are also subway stops for other train lines on 34th Street and 6th Ave and 34th Street and 8th Ave. Crosstown buses are M34 that stops on 7th Ave and 34th St. Taxis are readily available dropping and picking up passengers at Penn Station.

8th Annual 2016 New York Accounting Show July 13-14, Weds-Thurs 18th floor, Pennsylvania Hotel, across from Penn Station, NYC

Informative exhibitors will show new systems live on the show floor, with knowledgeable experts to explain and show how to use these systems in your practice. Rick Richardson, CPA, CITP, CGMA, the keynote speaker, Day One, will lead a whole new session on what you need to know about today’s new technology, plus predictions for your business life.

CPE is free each morning from 8-9:40 am with 2 CPE credits. The whole day CPE is only $55 with 6 CPE credits, plus the Show and morning coffee service.

Exhibitors will give live demonstrations of their latest accounting, business, financial systems, technology.

See, examine, and learn about new products and services to improve your accounting practice and your client operations.

CPE INFORMATION

New York State CPE Credit Information Method of Presentation: Lecture, Q&A Delivery Method Group: Live Level of Knowledge: Basic Recommended CPE Credit 50 min sessions = 1 CPE credit 100-min sessions = 2 CPE credits Prerequisite: None Advance Preparation: None CPE appropriate subject area: Specialized knowledge and applications related to specialized industries. The New York Accounting Show is licensed and approved as a Sponsor by The State Board for New York Public Accountancy and the license is number # 001779. As a sponsor, we will provide a certificate of completion for those courses attended, NY Sponsor License number, date and location of program, continuing professional educational credits granted and subject area for which credit was earned. Flagg Management, Inc - 353 Lexington Ave, NY, NY 10016 (212) 286-0333 Fax (212) 286-0086 [email protected]

2016 New York Accounting Show 8th Annual July 13-14, Weds-Thurs Pennsylvania Hotel

CONFERENCE REGISTRATION

Flagg Management Inc 353 Lexington Avenue New York, NY 10016 Phone (212) 286-0333 FAX: (212) 286-0086

PRSRT STD U.S. POSTAGE PAID PATERSON, NJ PERMIT NO. 1225

3 Ways to Register ONLINE

FAX:

MAIL:

flaggmgmt.com/ny

212-286-0086

Flagg Management 353 Lexington Ave New York, NY10016 8 - 4:50 pm 8 - 4:50 pm

save time and register online

CONFERENCE

Wednesday, July 13 Thursday, July 14

FREE EXHIBITS

Wednesday, July 13 Thursday, July 14

CPE SESSIONS

One Day fee $55, in advance $65 after July 1 Two Day fee $100 in advance, $120 after July 1

9:40 - 4 pm 9:40 - 4 pm

Day One, Wednesday, July 13 ($55 in advance, $65 after July 1 8 - 9:40 am (2 CPE credits) ■ Session 1 Keynote: Technology Futures 2016, Rick Richardson 11-11:50 am General Session (1 CPE credit) ■ Session 2: Firms That Have Great Technology, Amy Vetter 1:20 - 3 pm (2 CPE credits) ■ Session 4: Digital Survival Guide, Joe Woodard ■ Session 5: How to Automate Your CPA Office, Michael Giardina 4 - 4:50 pm (1 CPE credit) ■ Session 6: How to be a Rainmaker, Sandra Johnson ■ Session 7: Security and Cyber Threats, Armando D’Accordo Day Two, Thursday, July 14 ($55 in advance, $65 after July 1) 8 - 9:40 am (2 CPE credits) ■ Session 10 Keynote: Technology Update, James Bourke 11 - 11:50 am Concurrent Sessions. Choose one (1 CPE credit) ■ Session 11: Digital Ninja Master Class, Greg LaFollette ■ Session 12: Cloud Computing, Chandra Bhansali, Rick Telberg 1:20 - 3 pm Concurrent Sessions. Choose one. (2 CPE credits) ■ Session 14: Interpreting Financial Data, Gary Olynik ■ Session 15: The Tech Savvy Client is Here, Jordan Kleinsmith 4 - 4:50 pm (1 CPE credit) ■ Session 16: What is your Business Worth? M&A, Max Krotman Must indicate Sessions you wish to attend. Substitutions permitted with written notification.

FREE SHOW BADGE REGISTRATION Please Print. Multiple requests on duplicates of this form. Online or Fax. Deadline July 1. Confirmation will be sent beginning June 15. Sessions available on first- come, first-served basis. Act today.

Register for free show

■ Free Show Only. ■ Interested in exhibiting Name______________________________________________________ ■ CPA? Title_______________________________________________________________ Company___________________________________________________________ Street______________________________________________________________ City___________________________________________State_____Zip_________ Phone(_____)_______________________FAX:(_____)______________________ Email______________________________________________________________ I. D. Number ________________________________________________________ Signature __________________________________________________________

HOTEL RESERVATIONS CPE REGISTRATION

Special Room Block for the 2016 Show, July 12-15 Hotel Pennsylvania’s PENN 5000, Penn Station at 7th Avenue and 32nd Street, 212-736-5000 ext 8460 (toll free at 800-223-8585). Ask for “New York Accounting Show 2016” for the period of Tues, July 12 through Fri, July 15, room rate $179 single/double plus tax (one bed), $199 single/double plus tax (two beds). Special check-in area, left side of Lobby. Continental breakfast included with both $179 and $199.

Who Should Attend New York State accountants in public practice ■ Accountants in industry ■ Tax preparers and financial advisors ■ Clients and accounting professionals ■ Small business owners and users of accounting systems ■ Corporate executives who manage accounting enterprise financial systems ■

Choose sessions from column at left. I wish to attend the paid CPE Sessions:

■ Full Day, Weds July 13 ($55. in advance. $65. after July 1). ■ Full Day, Thurs July 14 ($55. in advance. $65. after July 1). ■ Two Full Days, July 13-14 ($100. in advance. $120. after July 1). Method of Payment

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Check payable to Flagg Management Inc AMEX

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Visa

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MasterCard

Total : $________

Card no_____________________________________________________________ Signature____________________________________________ Exp date ___/___