November 3-5, 2014
NOVEMBER 3-5, 2014
SPONSORS.
1st Global
CPA firms demand profitable growth even in difficult times. They want to create lasting momentum by finding and implementing sustainable growth strategies.
Current financial trends have compelled both CPA firms and their clients to re-evaluate the quality and delivery of the financial advice they need to reach their financial goals. There is a tremendous opportunity to deepen and solidify relationships with your best clients and attract highly-desired prospective clients.
Building a successful wealth management practice within a multi-partner accounting firm takes a proven blueprint for reaching the firm’s highest potential. Based on expertise gained from working with hundreds of successful firms, 1st Global has developed proven processes that include market research, practice consulting, business development processes and innovative technology.
BDO Alliance USA
The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Seidman Alliance presents an opportunity for these firms, by accessing the resources of BDO USA, LLP and other Alliance members, to expand services to their clients without jeopardizing their existing relationships or autonomy.
The BDO Alliance USA was developed to provide member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a division of BDO USA, LLP, a Delaware limited liability partnership.”
BKD LLP
BKD, LLP is a national CPA and advisory firm that helps people and businesses realize their goals. BKD’s approximately 2,100 personnel, including approximately 250 partners, serve clients in all 50 states and internationally. BKD and its subsidiaries offer clients a variety of services in accounting, audit and assurance, tax, risk management, technology, corporate finance, forensic and valuation services and wealth management.
We combine the insight and ideas of multiple disciplines to provide solutions to health care providers, manufacturers and distributors, financial institutions, construction and real estate companies as well as government entities, higher education institutions and not-for-profit organizations. BKD is the largest U.S. member of Praxity, AISBL, a global alliance of independent firms serving the dynamic needs of multinational clients.
Carl George Advisory
Carl George Advisory, a consulting firm located in Indianapolis, Ind., specializes in firm governance, strategic planning, succession planning, CEO mentoring, and merger & acquisition assistance. The firm's mission is to assist firms in reaching accelerated performance levels. Carl George, CPA is a principal at Carl George Advisory, and brings decades of CPA firm management expertise to his clients.
Carl George Advisory
CohnReznick LLP
With origins dating back to 1919, CohnReznick LLP is the 11th largest accounting, tax, and advisory firm in the United States, combining the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. CohnReznick serves a large number of diverse industries and offers specialized services for Fortune 1000 companies, owner-managed firms, international enterprises, government agencies, not-for-profit organizations, and other key market sectors.
Headquartered in New York, NY, CohnReznick serves its clients with more than 280 partners, 2,200 employees, and 26 offices. The Firm is a member of Nexia International, a global network of independent accountancy, tax, and business advisors.
INSIDE Public Accounting
INSIDE Public Accounting (IPA), founded in 1987, is published by The Platt Group. The Platt Group publishes both the award-winning INSIDE Public Accounting newsletter and the award-winning National Benchmarking Report. The Platt Group also advises, consults and helps firms move to a more successful level. With more than 26 years of independent reporting and more than 23 years of surveying and benchmarking experience, The Platt Group works with managing partners, CFOs and thought leaders across the nation to provide practical ideas, benchmarking data and information to take firms to the next level of improvement.
Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has more than 260 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine and has been recognized by the Indiana Chamber of Commerce as one of the “Best Places to Work in Indiana” for eight consecutive years. The firm is an independent member of Nexia International, a leading global organization of independent accounting and consulting firms.