Day 2 - Live From AICPA ENGAGE 2017

June 14, 2017

[Download MP3s: Carl Peterson - AICPA Small Firm services Tech Trends in Research with Trent Allen Matt Wilson talks Ta research and intelliconnect with Liz and Jody Tax Firm of the Future Larry Sheftel, VP Human Resources talks Staffing and Professional Development Jonalyn Sullivan and Laura Gannon from Sullivan & Gannon talk Small Firm Operations Adoption of Cloud Technologies with John Barnes, Vice President of Product Management with Wolters Kluwer Firms and Their Staffing needs with Cheryl M. Burke, Partner and Chief Operating Officer - DiCicco, Gulman & Company LLP Talking Cloud Technologies with David Primes, Shareholder, Sobul, Primes & Schenkel Barry Brown, CIO, Moore Stephens Tiller and their Focus on Information Technology (formerly Open Integration) Angie Grissom, President of The Rainmaker Companies talks Driving the value of Association and Networks Kathy Sautters: Value of Accounting Associations David Shalit ,VP of Product Operations with Wolters Kluwer talks Firms of the Future Cathy Rowe Product Manager for Wolters Kluwer talks Audit of The Future Jim Bourke from Withum talks Artificial Intelligence and Predictive Analytics Max Pell Talks Audit Accelerator and Analytics Denise Felber, Partner, Hogan Taylor Talks Tax Firm of the Future ] [itunes] [Bookmark Episode]

Episode Description

Day 2 LIVE: AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology.Tune in for all the interviews, panels and expert discussion!

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Ron Baker and Ed Kless

Ronald J. Baker started his career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute, the leading think tank dedicated to improving the professions for posterity. As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995. He is the author of the best-selling marketing book ever written specifically for the professions, his latest book published in December 2010, “Implementing Value Pricing: A Radical Business Model for Professional Firms.” Ron has toured the world, spreading his value-pricing message to over 110,000 professionals. He has been appointed to the American Institute of Certified Public Accountants’ Group of One Hundred, a think tank of leaders to address the future of the profession. He was named as one of Accounting Today’s Top 100 Most Influential People in the profession eight times, and selected as one of LinkedIn’s 150 Influencers. He graduated in 1984, from San Francisco State University, with a Bachelor of Science in Accounting and a minor in Economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California. Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also serves as the liaison to the Sage Leadership Association. Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner View Guest page

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