Accounting Practice Sales, Mergers & Acquisitions: How to Buy, Sell or Merge Your Accounting Firm

Is this Your Last Tax Season?

Are You Looking to Grow Your Practice Through an Acquisition or Merger?

If so, you should attend “Accounting Practice Sales, Mergers & Acquisitions: How to Buy, Sell or Merge Your Accounting Practice.”

Program Content:

This is the essential seminar if you are considering selling or growing your practice. In this half-day session, you will examine the current market and new developments in buying, selling or merging accounting and tax practices.

Learning Objectives:

- Explore the key elements of a successful acquisition, sale or merger

- Discern when a merger is appropriate and, more importantly, when it is not

- Discover the key valuation factors to consider when buying a practice

- Learn the latest financing methods and what outside lenders look for in a deal

Program Level: Basic

Instructional Delivery Method: Group Live

CPE: Four units for four hours

Registration: 30 minutes beforehand

Register Now


admin | September 9, 2010 | no comments
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Leverage Wealth Identification to Successfully Market to High Net Worth Individuals

Date: Wednesday, October 20, 2010
Time: 1:00 pm EDT 
Speakers:  
Jeff Briskin, financial marketing consultant and former Fidelity Investments and Bank of America marketing executive James Dean, Vice President of Sales at WealthEngine

Description:
Join us for a free webinar where we’ll discuss strategies to grow your business.

Former Fidelity Investments and Bank of America marketing executive, Jeff Briskin, and head of WealthEngine’s financial services business, James Dean, will team up to review trend data on the advisory landscape from a number of industry studies and explore how advisors can leverage wealth and demographic data to engage with their clients and prospects on multiple levels.

Learn How To:

  • Leverage wealth and demographic data to identify and attract more high net worth clients
  • Increase your productivity through effective high net worth “inner circles”
  • Tap into the potential hidden wealth of some of your current clients

Find out how others are finding sales success.
Register today for the webinar and download our recently released white paper, Building Your Business Effectively & Efficiently.

Sponsored by

Wealth Engine


admin | September 9, 2010 | no comments
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2010 Accounting Solutions Conference, the Sleeter Group

Monday, November 8, 2010 to Wednesday, November 10, 2010 *

The Sleeter Group’s 2010 Accounting Solutions Conference will be held the week of November 8, 2010 at Paris Las Vegas. Register today — we look forward to seeing you in November!

The Sleeter Group’s 2010 Accounting Solutions Conference will empower accountants and consultants who work with small- and medium-sized businesses, giving them the knowledge and essential tools necessary to be successful in the accounting services market. Attendees will learn in-depth technical skills from the country’s leading expert advisory group while networking with hundreds of colleagues, industry experts, and hardware and software developers and service suppliers. This annual event is attended by hundreds of accountants, bookkeepers, consultants, and IT professionals, as well as some of the best-known and up-and-coming vendors in the market.


admin | September 9, 2010 | no comments
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Intacct Advantage 2010 user and partner conference

Join your peers and partners for the leading cloud financial management conference of the year!
We’re assembling an exciting, information-packed agenda of sessions led
by Intacct experts and practitioners – including customers like you –
who will share proven best practices to help you Think Big.
Just as importantly, they’ll help you put those big thoughts into big
action. Get ready for the largest gathering of Intacct customers and
partners – and get ready to Think Big!

Advantage 2010 is BIG for customer and partners alike:
Improve your company’s performance
Grow your business – faster
Learn ways to do bigger and better things with Intacct
Network with colleagues and Intacct experts


Sign Up for Our Biggest and Best-Ever User Conference

We’re putting together an outstanding line-up of dynamic
keynotes and four concurrent track sessions to provide the knowledge and
tools you need to implement and leverage Intacct’s cloud financial
management solutions to your best advantage. Whether it is the detailed
preview of Intacct’s upcoming product roadmap, our executive team
sharing their perspectives on Intacct’s future and where the overall
market is headed, the more than 25 hours of hands-on training classes or
our informative product and customer success sessions – there is a ton
of great information for your entire team at Advantage 2010. Best of
all, you’ll have time to network with your peers at our fun evening
events and meet with top Intacct partners in our Solutions Showcase.
This is your opportunity to Think Big. Register for Advantage 2010 today!


admin | September 9, 2010 | no comments
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CPE Link: 2nd North America IDEA User Conference

Join us to experience everything you have come to love about the Blackbaud Conference — three days of educational content dedicated to your specific needs and unprecedented opportunities to network and interact with your peers and industry experts — all in a new venue that will have more to offer than ever before! See what attendees had to say about the 2009 Conference.

October 20 – 22, 2010 at the Gaylord National Hotel & Convention Center

     Registration is Now Open!

Learn more about the 2010 Conference

The Conference is specially designed for all of our customers. Whether you’re using eTapestry, Team Approach, or Sphere, we’ve got great sessions for you.

Check out content from our 2009 Conference


admin | September 9, 2010 | no comments
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2nd North America IDEA User Conference

CaseWare IDEA and its U.S. distributor partner, Audimation Services, Inc., today announced the conference program and presenters for the 2nd North America IDEA User Conference scheduled for October 5 – 6, 2010 at The Woodlands Resort near Houston. The conference theme is “Making an Impact with IDEA,” and is a follow-on to the successful inaugural conference held in 2008.
Attendees may select from 24 concurrent sessions, suited to their experience level. Presentations include information about new trends in fraud detection and investigation, application of IDEA® – Data Analysis Software’s functionality, data acquisition, data analysis and audit standards. Keynote speaker Toby Bishop, Deloitte LLP, will present, “Enhancing Corporate Resiliency: Using CAATs Strategically to Detect Fraud and Corruption.” Dr. Lynford Graham will lead pre- and post-conference workshops, and co-present, “Sampling with IDEA –Beyond the Mechanics.”

Other program highlights include presentations from CaseWare IDEA’s product manager, Alain Soublière, and a wrap-up session from Chuck Manganiello, AuditSense LLC, designed to help participants maximize the benefits of attending the conference. Attendees can also see the newest IDEA product, SymSure for IDEA, a continuous auditing and monitoring solution developed to meet the demand for improved risk management across all business lines. Presenters were selected from the IDEA user community representing public accounting, internal audit, government audit and academics.

Experienced IDEA users will demonstrate how to get the most out of IDEA and its key components. Session topics include healthcare, manufacturing inventories, journal entry tests, payroll, credit cards, contract reviews, fraud, sampling, information systems general controls and continuous auditing. The conference will feature general sessions and three break-out tracks with the potential to earn up to 22 CPE hours.

“I have been an IDEA user for almost 15 years,” said Mark A. Myers, Director, Healthcare Resources Division Contract Review, Office of Inspector General U.S. Department of Veterans Affairs. “IDEA has grown to be a key component of our audit methodology and is now used on every single audit requiring data analysis, about 70 audits per year. This conference is a great opportunity to share our successes with so many other users.”

“We were thrilled with the response our call-for-papers received,” said Carolyn Newman, President, Audimation Services, Inc. “IDEA users are true professionals who are willing to show others how to benefit from their expertise. Unlike other software user conferences, the North America IDEA User Conference is based around user collaboration and exchange rather than just providing a forum for head-office messaging.”

Media Contact:
Audimation Services, Inc.
Sarah Palombo
281-812-7224 or 281-923-5111
sarah@averypr.com
1250 Wood Branch Park Drive
Suite 480
Houston, Texas 77079
Phone: 281-749-0200
Fax: 281-749-0205
www.audimaton.com

This year’s conference will also feature a networking event for participants with the inaugural CaseWare IDEA golf scramble and other social events.

Full program details can be downloaded at http://www.audimation.com/conferencebrochure.pdf.
About CaseWare IDEA Inc.

CaseWare IDEA Inc. is a privately held software development and marketing company, with distributor partners around the world. The company is the developer of IDEA® – Data Analysis Software and related software including IDEA Server, IDEA Smart Analyzer and CaseWare Examiner. IDEA is used in 16 languages in over 90 countries by major accounting firms, federal, state, provincial and local government, corporations in all industry sectors and by universities as a teaching tool. IDEA has over 120,000 users, many of whom are IIA members. CaseWare IDEA recently announced a new continuous monitoring solution, SymSure for IDEA, resulting from a technology partnership with SymSure Limited. www.caseware-idea.com

About Audimation Services, Inc.

Audimation Services, Inc. provides data analysis expertise and technology to accountants, auditors and financial professionals. Through its partnership with CaseWare IDEA Inc., Audimation Services offers the most powerful and complete set of data analysis software available to improve auditing performance and detect fraud. Founded in 1992 and headquartered in Houston, the company is recognized for its extensive knowledge in areas such as data analysis, internal and external auditing, financial and operational auditing and fraud detection. www.audimation.com

IDEA is a registered trademark of CaseWare International, Inc.

Register Now


admin | September 9, 2010 | no comments
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CPE Link: Federal Tax Update – Part 4

Date: Thursday, November 18, 2010
Instructor: Vern Hoven, William Roos

Begin Time:  9:00 am Pacific Time
10:00 am Mountain Time
11:00 am Central Time
12:00 pm Eastern Time
CPE Credit:  4 hours for CPAs
Also qualifies for Enrolled Agents
IMPORTANT NOTE: There is no teleconference (call in) option for this webcast. You will listen to the audio through your computer.

To improve your VOIP audio quality, we recommend using a headset since it will perform better with low audio settings. Make sure you close all of your applications, browser windows, e-mail applications, instant messaging programs such as Yahoo IM, MSN Messenger and Skype. These programs use Internet bandwidth and may affect your audio quality.

One tax seminar a year is a must… and this is it! This 2-day program delivered in 4 hour sessions is team taught by practicing CPA Vern Hoven and William Roos in a high-tech and often humorous manner. The presentation combines real-life experiences with essential down-to-earth tax materials, responding to fast-breaking new tax developments that affect individuals, estates, businesses, partnerships and corporations.

Attendees will hear Vern through a video presentation, view synchronized PowerPoint slides and interact live with co-instructor William Roos through the use of audience polling questions and Q&A periods. You’ll get the update on every new legislative change, effective starting in 2010 and 2011.

Includes comprehensive 100+ page manual plus access to the recording of the webcast for 3 months following the live presentation.

Who Should Attend
All tax practitioners, both public and industry, who need the latest – and necessary – tax changes for their individual, partnership, corporate, and estate clients.

Topics Covered

  • Corporate changes: Specific topics TBA
  • Partnership changes: Specific topics TBA
  • IRS audit issues: Specific topics TBA
  • Learning Objectives

  • To enable all tax practitioners to identify and solve client tax problems before tax season starts. New tax planning ideas are emphasized.
  • Level
    Update

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Taxes (4 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | September 9, 2010 | no comments
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    CPE Link: Federal Tax Update – Part 3

    Date: Wednesday, November 17, 2010
    Instructor: Vern Hoven, William Roos

    Begin Time:  9:00 am Pacific Time
    10:00 am Mountain Time
    11:00 am Central Time
    12:00 pm Eastern Time
    CPE Credit:  4 hours for CPAs
    Also qualifies for Enrolled Agents
    IMPORTANT NOTE: There is no teleconference (call in) option for this webcast. You will listen to the audio through your computer.

    To improve your VOIP audio quality, we recommend using a headset since it will perform better with low audio settings. Make sure you close all of your applications, browser windows, e-mail applications, instant messaging programs such as Yahoo IM, MSN Messenger and Skype. These programs use Internet bandwidth and may affect your audio quality.

    One tax seminar a year is a must… and this is it! This 2-day program delivered in 4 hour sessions is team taught by practicing CPA Vern Hoven and William Roos in a high-tech and often humorous manner. The presentation combines real-life experiences with essential down-to-earth tax materials, responding to fast-breaking new tax developments that affect individuals, estates, businesses, partnerships and corporations.

    Attendees will hear Vern through a video presentation, view synchronized PowerPoint slides and interact live with co-instructor William Roos through the use of audience polling questions and Q&A periods. You’ll get the update on every new legislative change, effective starting in 2010 and 2011.

    Includes comprehensive 100+ page manual plus access to the recording of the webcast for 3 months following the live presentation.

    Who Should Attend
    All tax practitioners, both public and industry, who need the latest – and necessary – tax changes for their individual, partnership, corporate, and estate clients.

    Topics Covered

  • Business changes: Specific topics TBA
  • Federal payroll changes: Specific topics TBA
  • Business retirement plans: Specific topics TBA
  • Learning Objectives

  • To enable all tax practitioners to identify and solve client tax problems before tax season starts. New tax planning ideas are emphasized.
  • Level
    Update

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Taxes (4 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | September 9, 2010 | no comments
    Newer Posts »

    CPE Link: Federal Tax Update – Part 2

    Date: Tuesday, November 16, 2010
    Instructor: Vern Hoven, William Roos

    Begin Time:  9:00 am Pacific Time
    10:00 am Mountain Time
    11:00 am Central Time
    12:00 pm Eastern Time
    CPE Credit:  4 hours for CPAs
    Also qualifies for Enrolled Agents
    IMPORTANT NOTE: There is no teleconference (call in) option for this webcast. You will listen to the audio through your computer.

    To improve your VOIP audio quality, we recommend using a headset since it will perform better with low audio settings. Make sure you close all of your applications, browser windows, e-mail applications, instant messaging programs such as Yahoo IM, MSN Messenger and Skype. These programs use Internet bandwidth and may affect your audio quality.

    One tax seminar a year is a must… and this is it! This 2-day program delivered in 4 hour sessions is team taught by practicing CPA Vern Hoven and William Roos in a high-tech and often humorous manner. The presentation combines real-life experiences with essential down-to-earth tax materials, responding to fast-breaking new tax developments that affect individuals, estates, businesses, partnerships and corporations.

    Attendees will hear Vern through a video presentation, view synchronized PowerPoint slides and interact live with co-instructor William Roos through the use of audience polling questions and Q&A periods. You’ll get the update on every new legislative change, effective starting in 2010 and 2011.

    Includes comprehensive 100+ page manual plus access to the recording of the webcast for 3 months following the live presentation.

    Who Should Attend
    All tax practitioners, both public and industry, who need the latest – and necessary – tax changes for their individual, partnership, corporate, and estate clients.

    Topics Covered

  • Real estate tax: Specific topics TBA
  • Passive loss update: Specific topics TBA
  • Individual retirement plans: Specific topics TBA
  • Estate/Gift taxation: Specific topics TBA
  • Learning Objectives

  • To enable all tax practitioners to identify and solve client tax problems before tax season starts. New tax planning ideas are emphasized.
  • Level
    Update

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Taxes (4 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | September 9, 2010 | no comments
    Newer Posts »

    CPE Link: Federal Tax Update – Part 1

    Date: Monday, November 15, 2010
    Instructor: Vern Hoven, William Roos

    Begin Time:  9:00 am Pacific Time
    10:00 am Mountain Time
    11:00 am Central Time
    12:00 pm Eastern Time
    CPE Credit:  4 hours for CPAs
    Also qualifies for Enrolled Agents
    IMPORTANT NOTE: There is no teleconference (call in) option for this webcast. You will listen to the audio through your computer.

    To improve your VOIP audio quality, we recommend using a headset since it will perform better with low audio settings. Make sure you close all of your applications, browser windows, e-mail applications, instant messaging programs such as Yahoo IM, MSN Messenger and Skype. These programs use Internet bandwidth and may affect your audio quality.

    One tax seminar a year is a must… and this is it! This 2-day program delivered in 4 hour sessions is team taught by practicing CPA Vern Hoven and William Roos in a high-tech and often humorous manner. The presentation combines real-life experiences with essential down-to-earth tax materials, responding to fast-breaking new tax developments that affect individuals, estates, businesses, partnerships and corporations.

    Attendees will hear Vern through a video presentation, view synchronized PowerPoint slides and interact live with co-instructor William Roos through the use of audience polling questions and Q&A periods. You’ll get the update on every new legislative change, effective starting in 2010 and 2011.

    Includes comprehensive 100+ page manual plus access to the recording of the webcast for 3 months following the live presentation.

    Who Should Attend
    All tax practitioners, both public and industry, who need the latest – and necessary – tax changes for their individual, partnership, corporate, and estate clients.

    Topics Covered

  • Individual income tax changes: specific topics TBA
  • Learning Objectives

  • To enable all tax practitioners to identify and solve client tax problems before tax season starts. New tax planning ideas are emphasized.
  • Level
    Update

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Taxes (4 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | September 9, 2010 | no comments
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