"Success isn't something that just happens - success is learned, success is practiced and then it is shared."
-- Sparky Anderson
"The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails."
-- William Arthur Ward
The 2011 User Conference program aims to offer a balance of both interactive training and best practice opportunities to empower users to make the most of their use of XCM, as well as a broad selection of timely practice management and technology topics offered by an exciting group of guest speakers.
Following is a preliminary agenda for the 2011 XCM User Conference (Click here for a printable schedule). The conference is scheduled to begin on Thursday, June 2 with Breakfast & Exhibits at 7:00am and will conclude at 4:00pm on Friday, June 3. Be sure to bring your laptop to all the Interactive XCM sessions! Attendees are encouraged to follow along in your XCM site.
View full program with session descriptions:
*This session is offered each day.
Thursday, June 2:
7:00 - 8:00 am - Breakfast & Exhibits/Check-In
8:00 - 9:50 am - General Session
Tech Update 2011 - Randy Johnston, K2 Enterprises
9:50 - 10:10 am - Morning Break & Exhibits
10:10 - 11:00 am - General Session
Roadmap for Profitability: Moving Your Practice to the Cloud, Erik Asgeirsson, CPA2Biz
11:10 - 12:00 pm - Concurrent Breakout Sessions
Consuming Content on Tablets, Smartphones & Netbooks - Randy Johnston, K2 Enterprises
New XCM Features Review* - Jamie Soper, XCM Solutions
Reviewing and Editing in Adobe - Mark McAndrew, XCM Solutions
12:00 - 1:00 pm - Lunch
1:00 - 2:00 pm - Concurrent Breakout Sessions
Tax Document Automation Software Reaps Real Returns - Ed Jennings, Copanion
XCM Reporting Overview - Jamie Soper, XCM Solutions
XCM Recurring Tasks - Mark McAndrew, XCM Solutions
2:10 - 3:00 pm - Concurrent Breakout Sessions
New Users Tips and Tricks* - Anne Kendrick, XCM Solutions
Advanced XCM Reports* - Colleen Osborne, XCM Solutions
Tools for Business Performance Management - Jennifer L. Katrulya, CPA, Cloud Computing Collaborative Community
3:00 - 3:20 pm -Break & Exhibits
3:20 - 4:10 pm - General Session
Interview the Media Panel
4:20 - 5:10 pm - General Session
Why Value Pricing is Vital to Your Firm's Success - Rick Solomon, RAN ONE
5:20 - 6:20 pm - General Session
The Next Generation of XCM - Mark Albrecht, XCM Solutions
6:45 pm - Board Harbor Elite Yacht for Dinner
Friday, June 3:
7:00 - 8:00 am - Breakfast & Exhibits/Check-In
8:00 - 8:50 am - General Session
Managing Change - Jim Boomer, Boomer Consulting
9:00 - 9:50 am - General Session
7 Habits of High Performing Firms - Rick Telberg, Bay Street Group
9:50 - 10:10 am - Morning Break & Exhibits
10:10 - 11:00 pm - Concurrent Breakout Sessions
XCM for Partners/Managers - Mark McAndrew, XCM Solutions
XCM for Staff - Anne Kendrick, XCM Solutions
XCM for Administrators - Jamie Soper, XCM Solutions
11:10 - 12:00 pm - Concurrent Breakout Sessions
Case Study: Harnessing Technology for Growth - Joseph Manzelli, Fuoco Group, and Krysta Lyon, LaBelVit Communications
Advanced XCM Reports* - Colleen Osborne, XCM Solutions
XCM Extension Review - Anne Kendrick, XCM Solutions
12:00 - 1:00 pm - Lunch
1:00 - 2:00 pm - Concurrent Breakout Sessions
Best Practices in Tax Panel
Bookkeeping Roundtable
Audit Roundtable
2:10 - 3:00 pm - Concurrent Breakout Sessions
New Users Tips and Tricks* - Anne Kendrick, XCM Solutions
Problem-Solving Roundtables
LinkedIn Essentials for CPAs - Barry MacQuarrie, KAF Financial Group
3:10 - 4:00 pm - Concurrent Breakout Sessions
Bookkeeping Process - Mark McAndrew, XCM Solutions
New XCM Features Review* - Jamie Soper, XCM Solutions
Other Category Processes - Colleen Osborne, XCM Solutions
**Conference Concludes**
This conference qualifies for up to 12 hours of CPE credit for update level programming. The conference is open to all XCM users; no other advanced preparation is required.
XCM Solutions and Xpitax, LL C are registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
