FIRM MANAGEMENT / CLIENT SERVICES
▶ 2015 PKF NORTH AMERICA SUMMIT November 15–18, 2015 Belmond Charleston Place Hotel Charleston, South Carolina
2015 PKF NORTH AMERICA
SUMMIT
I would like to invite you to the 2015 PKF North America Summit hosted in Charleston, South Carolina. This will be a dynamic and informative event, giving you the opportunity to connect with your peers, learn from the best, and spend some time in a city ranked number one in the U.S. for the third consecutive year! Known for rich history, well-preserved architecture and a celebrated restaurant community, Charleston has a lot to offer. The charm and culture of Charleston will draw you in and Belmond Charleston Place hotel will ensure your stay is most enjoyable. As we strive to provide exceptional networking and learning experiences for our members, we are hopeful the conference sessions will help you foster growth and advance to the next level.
This year our keynote speaker, Robyn Benincasa, will kick off the event with her insights into leadership and true teamwork with her talk, “World Class Teams — 8 Essential Elements of Human Synergy.” The A&A, Tax, and FM Committees have prepared the latest topics and trends for each session and many of our knowledgeable members will be presenting. We have designed this event to meet your needs whether that is to stay updated on the latest Tax and A&A topics, discuss crucial Firm Management matters or to connect with other members. I look forward to seeing you in Charleston!
Terry Snyder, President & CEO PKF North America
Pineapple Fountain at the Waterfront Park
Keynote 8:30 a.m. – 10:00 a.m.
Robyn Benincasa Building World Class Teams: The 8 Essential Elements of Human Synergy In today’s dynamic and challenging marketplace, teamwork is more important than ever. While bottom quartile growth firms experience their difficulties for various reasons, the top quartile growth firms have one thing in common: a world-class team in pursuit of audacious goals. When it comes to building world-class teams to achieve audacious goals, our keynote speaker Robyn Benincasa brings some impressive credentials. As someone who has climbed some of the most challenging mountains, navigated through the most difficult terrains on earth, and fought fires, she has seen first hand that teamwork—or lack there of—literally marks the difference between life and death. She relates her world of adventure racing to your world of business; after all, they are pretty similar, with groups of people working against crazy deadlines in constantly changing conditions and trying to do it better than anyone in the world, all in pursuit of a goal.
Robyn will present an engaging session on Building World Class Teams. Based on her New York Times Best Seller “How Winning Works: 8 Essential Leadership Lessons from the Toughest Teams on Earth,” her session will cover how to: • Create and manage a team that thinks like the ones that succeed • Change your leadership style when necessary • Achieve extraordinary results despite formidable challenges Her session will equip you with simple and easily applied skills that will allow you to create human synergy with the teammates in your work and in life. Packed full of essential tools for good leadership and relationship development with your colleagues and staff, you will leave inspired with a powerful framework for taking your team to the next level.
The Battery, a landmark defensive seawall and promenade in Charleston, SC
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Sessions Monday, November 16th
KEY: Firm Management • Accounting & Auditing • Tax
10:30 a.m. – 12:15 p.m.
1:15 p.m. – 3:00 p.m.
3:15 p.m. – 5:00 p.m.
FM Track Option One: Growth Through the Hiring of Lateral Partners
FM Track Option One: Successful Niche Practice Development
FM Track Option One: Successful Business Development Efforts
Facilitator: Chip Turner, Damitz, Brooks, Nightingale, Turner & Morrisset Panelists: Jeremy Sperring, Frazier & Deeter, LLC; Monica Zumo, Hannis T. Bourgeois, LLP; Christopher Petermann, O’Connor Davies, LLP
Facilitator: Phil Moore, Jr., Porter Keadle Moore, LLC Panelists: James Dougherty, JLK Rosenberger, LLP; Charlie Greer, GreerWalker LLP; Darryl Neier, Sobel & Co., LLC
Firms may be coming up with better procedures for each step of the lateral hiring process; however some may fall short when it comes to implementing them. Due diligence can be rushed or left incomplete; at times integration plans might be forgotten or pushed aside after a partner’s first weeks. Learn from this panel how Agreements, Structure, Accountability, and Cultural factor into the success of lateral integrations.
How have some of our member firms developed successful niche practices in the areas of Insurance, Fraud & Forensics, and Sports & Entertainment? This panel will include discussion on how to develop and build a niche effectively. Learn what some wish they had known then that they know now and how they might have done things differently.
FM Track Option Two: Cybersecurity, Don’t Be the Next Victim Speaker: Robert Cedergren, Wipfli LLP Data breaches are occurring with increased frequency and no organization or industry is immune. The costs to recover from a breach is both time consuming and expensive. Cybersecurity is not just an IT issue; it is a business issue that is making its way to the C-suite and board room. The objective of this session is to provide realistic solutions to protect the organization’s data from cyber threats. After this session, the participants will have an understanding of the nature of cyber threats, learn about recent data breaches, and have practical solutions for protecting the firm. FASB/PCC/SSARS 21 Update Speaker: Tom Groskopf, Barnes, Dennig & Co., Ltd. Tom Groskopf will share the latest FASB initiatives. Topics covered will include revenue recognition implementation, going concern standard, 2015 final ASUs, as well as an update from the Private Company Council. He will cover implementation of final ASUs, current agenda items, and solicit input on future topics. Tom will also comment on SSARS 21 implementation. Tax Strategies Update Speaker: Doug Mueller, Mueller Prost Join this informative session led by Doug Mueller to hear the latest updates on tax strategies including: • Review of the controlled group rules is critical for understanding retirement planning and the new ACA
• Facts you need to know about the nursing home industry including deductibility of nursing home care
• Capital gains in trust or estate distributions after ATRA and Net Investment Income
• Income tax planning for clients with shorter life expectancies
• Some quick • Deferred compensation observations of IDGT’s planning • Roth IRA owned DISC’s Update
• Cash basis contractors
• 453A Capital Planning
• Other updates
FM Track Option Two: Developing Equity / Non Equity Options for New Key Individuals Facilitator: Michael Breit, EisnerAmper LLP Panelists: Ron Jackson, Saltmarsh, Cleaveland & Gund, PA, Joe Page, The Whitlock Company, LLP, Jeff Echelmeier, Williams-Keepers LLC This member panel will share how their firms have developed a non-equity option agreement from the current equity partner agreement for new key individuals, as this allows the firm to “test-drive” a potential partner and allows the ability to promote that individual. The panelists will also cover best practices, communication delivery, and pitfalls to avoid. AICPA Initiatives Update Speaker: Carl Mayes, CPA, AICPA As CPAs, we enjoy one of the few professions whose self-regulatory process is recognized by regulators as integral to protecting the public interest. Accordingly, we must understand the ever-changing environment in which we practice and in which our clients operate. This session will provide an update on what is happening with the AICPA’s Audit Quality Initiative, the 6-Point Plan to Improve Audits, potential changes to peer review and the DOL’s report on Employee Benefit Plan audits. 2015 Federal Tax Update: IRS Double Standards Pushing Tax Practitioners to the Brink! Speaker: Rick Taylor, Wipfli LLP During 2015 the news was filled with countless stories of IRS misdeeds including massive data breaches, improperly confiscated bank accounts, “lost” information subject to subpoenas, and IRS employees stealing taxpayer identities. While all of this was going on, IRS Commissioner John Koskinen was blaming everything from atrocious customer service to the California drought on IRS budget cuts. This session includes a comprehensive review of the most important judicial, legislative and regulatory developments for late 2014 and 2015 from the practitioner’s perspective, with special emphasis on identifying critical issues and key planning opportunities for your closely-held business and individual clients. Special focus on IRS audit activity and hot-button issues—as well as—added emphasis on practical tax saving moves.
Facilitator: Madelyn Hornstein Panelists: Richard A. Berkowitz, Berkowitz Pollack Brant Advisors and Accountants; Adam Herman, Mueller Prost PC; Chris Perrino, Barnes Dennig & Co. CPA firms are prioritizing the need to attract new business and recruit top-notch staff as economic conditions have improved over the last several years. Discover how this member panel has had success building their business development efforts profitably and efficiently. FM Track Option Two: FM Roundtable This member roundtable will cover pertinent firm management topics along with other topics submitted in advance. Come prepared to share best practices and learn from your fellow members. Topics will be determined closer to the conference date. This session is for managing partners and their designees only. Update on Employee Benefit Plan Audits Speaker: James Merklin, Bober Markey Fedorovich The employee benefit plan audit field is ever changing. As a “must select” category in peer review, this is a risk area for all firms conducting such services. Staying on top of your game in this field is extremely important, particularly during these times when the profession is coming under criticism by the Department of Labor. James Merklin will provide you with an update of employee benefit plan audit and accounting issues and his insights on the DOL’s audit quality study and its impacts on our EBP practices. The information Jim will share will provide key considerations for 2016’s EBP audit season. His comments will focus on technical updates and ideas for audit efficiency in this complex field. 2015 Year End Tax Planning for Closely-Held Businesses and Their Owners Speaker: Rick Taylor, Wipfli LLP Rick Taylor will present a careful review of the best year-end planning strategies available to closelyheld businesses and their owners with an emphasis on practical ideas that do not raise red flags.
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Sessions KEY: Firm Management • Accounting & Auditing • Tax
Tuesday, November 17th 8:30 a.m. – 10:15 a.m.
1:15 p.m. – 3:00 p.m.
Members’ Meeting
Software Solutions: Risk Considerations and Implementation Strategies
The association’s annual fall meeting with updates from the CEO and Board of Directors as well as the Members’ Forum. This session is for managing partners and their designees only. Auditing Efficiently and Effectively Speaker: Wayne Kerr, Audit Watch/Thomson Reuters Even with ever-evolving standards and technical guidance, an effective audit still remains more of an art than a science. Over-auditing here, under-auditing there, what is the balance to make it just right? Wayne Kerr from AuditWatch will do a two-part session on the latest strategies for an effective and efficient audit. Wayne is widely regarded as one of the nation’s pre-eminent auditing experts so be sure to bring your toughest audit scenarios as we play a round of “Stump the Chump.” Spice Up Your Tax Life With a Little SALT Speaker: Greg Butler, CPA, Partner, Wipfli LLP What you don’t know can hurt you and your clients. Greg Butler will provide an update on recent multistate income tax trends and developments for businesses. The focus will be on planning ideas and risk mitigation for your clients in the areas of nexus, apportionment, filing methods, and credits/incentives.
10:30 a.m. – 12:15 p.m. Members’ Meeting / FM Roundtable The Members’ Meeting will continue at 10:30 a.m. Should time permit, we will finish the session with a member roundtable covering pertinent firm management topics. This session is for managing partners and their designees only.
Facilitator: Joseph Zarkowski, O’Connor Davies, LLP Panelists: Mark Bednarz, O’Connor Davies, LLP; Joe Brase, SSI Schaefer, Inc Implementing or upgrading an enterprise resource planning (ERP) system can present several significant challenges. An experienced IT governance, risk management and project management team can help an organization successfully implement a new system in order to streamline processes, improve reporting, enhance analytics and adopt best practices. Join us as we discuss key risk factors and strategies that can help an organization with a system implementation or identify areas for improvement and reduce risks from an existing ERP system. Tax Roundtable #1 Facilitator: Larry Martin, Hantzmon Wiebel LLP Our roundtable discussions are always a great opportunity to discuss current tax issues and best practices. This discussion will be based on the submitted topics and the needs of the participants.
3:15 p.m. – 5:00 p.m. A&A Roundtable: Technical Tools and Resources Facilitator: Dan Szidon, Wipfli LLP Roundtables are a must at any PKF North America event, and this roundtable is no different. Dan Szidon’s common sense approach to providing clients with practical business solutions is sure to carry over into the conversation. Subject matter for this roundtable will be sure to include discussions including; how to better leverage materiality for increased efficiencies, audit methodologies (PPC vs. Knowledge Coach), audit technology trends, and other topics of interest to the group. Tax Opportunities for Manufacturers:
Auditing Efficiently and Effectively Cont’d Speaker: Wayne Kerr, Audit Watch/Thomson Reuters Wayne will continue with Part Two of his session on the latest strategies for an effective and efficient audit. Your Clients are Going Global: Are You Ready to Help Them? Kelly Fisher, Wipfli, LLP; James Guthrie, Tanner LLC Expansion brings challenges, particularly for clients operating across international borders. How do you prepare yourself when your firm’s major clients decide to go global? How do you have that conversation with your clients about going global? What assurances can you give your client that you can support their global expansion? Who can you partner with to deliver?
A Checklist Approach to Expanding Tax Services Facilitator: John Oeltjen, Mueller Prost Panelists: Michael Devereux, Mueller Prost; Scott Schumacher, Wipfli LLP; Barry Groebel, Herbein + Company, Inc; Jeremy Hartle, Gilliam Coble & Moser LLP This session will focus on using tax planning checklists for manufacturers. Mueller Prost has developed a checklist of approximately 50 questions that is used when meeting with existing and potential clients. John Oeltjen will moderate a panel of members as they discuss tax issues identified by using checklists with clients. Panelists will share success stories using this process.
James Guthrie and Kelly Fisher provide a roadmap on how to approach and prepare your clients to grow globally, stay on track, and deal with the risks that could unhinge their venture abroad. The world is getting smaller!
East Battery, Charleston, SC
St. Philips Church, Church Street, Charleston, SC 6
Sessions KEY: Firm Management • Accounting & Auditing • Tax
Wednesday, November 18th 8:30 a.m. – 10:15 a.m.
10:30 a.m. – 12:15 p.m.
Data Extraction Tools & Techniques
A&A Roundtable: General Topics
Speakers: Rachel Most, Wipfli; Bob Rollman, O’Connor Davies
Facilitator: Bob Firely, Herbein + Company, Inc.
Computer Assisted Auditing Techniques have allowed auditors to improve audit efficiency, resulting in more productive fieldwork and increased realization. Not only are these tools valuable in audit situations, but they can also be used to assist clients in running their businesses. During this session, Bob Rollman will demonstrate how O’Connor Davies uses CCH’s ActiveData tool and Rachel Most will demonstrate how Wipfli uses Caseware’s IDEA tool.
Take advantage of the wealth of knowledge and expertise available to you at this A&A Roundtable facilitated by industry leader, Bob Firely. Share best practices, tips and advice on issues concerning the A&A profession while learning from other A&A professionals in a relaxed and supportive atmosphere. Specific topics of discussion will be solicited closer to the conference. Tax Roundtable #2
Positioning Your Client to Sell Facilitator: Pat Tuley, Porter Keadle Moore, LLC Panelists: Robert Klingler, Bryan Cave; Chris Rowen, White Horse Advisor A client’s exit strategy is an important part of any business plan. While the client may be years away from this decision, there are a number of areas that should be considered. Join Pat Tuley as he leads a panel discussion with experienced M&A advisors as they discuss key areas to address and pitfalls to avoid. These concepts will help your clients achieve the results they desire.
Facilitator: Larry Martin, Hantzmon Wiebel LLP Join this second opportunity to discuss current tax issues and best practices. This discussion will be based on the submitted topics and the needs of the participants.
Arthur Ravenel Jr. Bridge
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Speakers Mark Bednarz Partner, O’Connor Davies Mark Bednarz is a Partner in O’Connor Davies Risk Advisory Group. He combines more than twenty years of public accounting and Fortune 500 experience and an expertise in attestation and consulting services for a variety of industries.Mark’s extensive experience includes internal audit, business reengineering, forensic accounting, Oracle implementations, regulatory compliance, Sarbanes-Oxley consulting, IT audits and governance, service organization control reporting (SOC) attestations and risk assessments. He is a frequent presenter and training evaluator for several professional organizations related to Governance, Risk and Compliance. He also serves as an author and contributing editor to articles that appear in newsletters and publications as well as conducted webinars.
Michael Breit, CPA, CFE Partner, EisnerAmper LLP Michael Breit is Partner-in-Charge of the firm’s Sports and Entertainment Group as well as Audit and Assurance Services. He is also a leader in the Public Companies Group and a member of the firm’s Executive Committee. Prior to joining the firm, he was a Partner at a Big 4 firm. Michael has extensive Securities and Exchange Commission experience and has been involved in the initial public offerings of several premier broadcasters and cable TV operators. Michael has also participated in numerous due diligence efforts relating to the formation of programming ventures and acquisition of sports franchises. In addition, he possesses significant retail experience, having served many retailers throughout his career. As a Certified Fraud Examiner, Michael has led cable TV defalcation investigations and has served as an expert witness in several arbitration and litigation matters.
Joe Brase, CFO SSI Schaefer Inc Joe has over 25 years of experience in finance, general management and international operations. After his education and early career in Germany Brase led several US start-ups for Germany investors. Later, as Partner of the national CFO practice Tatum LLC he raised venture capital, led two turn-arounds and several other strategic transactions for his clients. Currently, Brase manages the central corporate functions of a diversified industrial group based in Charlotte, NC. Brase holds a Master Degree in Economics and a Bachelor in Business Administration from the University of Göttingen in Germany.
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Greg Butler, CPA Partner, Wipfli LLP Greg Butler is the leader of the firm’s state and local tax group and has over 27 years of experience in providing tax compliance and consulting services to primarily closely held companies. He advises clients on various state and local tax matters, including multi-state income/franchise tax planning, corporate reorganizations and transaction analysis, income tax audit defense and local credit/incentive reviews and negotiations.
Robert Cedergren, CPA Partner in Charge, Wipfli LLP Bob Cedergren is the leader of Wipfli’s risk advisory and forensic services practice and sustainability practice. In these roles, he oversees and coordinates the strategic direction of these practices and develops or enhances existing services. Bob provides consulting services to clients in the areas of risk management and sustainability, leveraging his 20+ years of experience. Bob also is a frequent speaker and author on risk management-related topics including risk assessments, sustainability, business continuity planning, and management of internal controls.
Mike Devereux II Partner and Director of Manufacturing and Distribution Mueller Prost Mike joined Mueller Prost in 2000 in the firm’s tax department and became a partner of the firm in 2014. As an energetic and ambitious CPA with an outstanding passion for tax, Mike has identified millions of dollars in tax incentives for the firm’s manufacturing clients, has led hundreds of R&D Tax Credit study engagements, and has demonstrated leadership and exceptional judgment in the tax structuring of various acquisitions. He speaks nationally to various professional and industry trade organizations and associations about opportunities to reduce federal and state tax liabilities and has written dozens of articles for trade publications.
James Dougherty, CPA Partner, JLK Rosenberger, LLP James has over 29 years’ experience providing auditing, accounting and consulting for a diversified group of clients. His first introduction to insurance came early in his career when he audited Utica National Life Insurance Company in the late 1980s. Having audited insurance companies nearly exclusively the past 15 years, his primary focus has been the audit of property and casualty insurance companies. He is well versed in regulatory, statutory and GAAP reporting issues related to insurance companies. James clients are traditional stock insurers, mutuals, and alternative vehicles such as captives and public entity risk pools. James clients seek him out regarding matters such as: reinsurance (i.e., retroactive cessions, commutations, novations), investment reporting (i.e., Master Limited Partnerships), deferred acquisition costs and the like.
Jerry Dykopf Partner, Kraft Berger LLP Jerry Dykopf has been a partner at the firm since 1986 and he is an integral part of Kraft Berger’s tax team. Jerry has extensive experience and expertise in complex domestic and cross-border taxation matters. His cross-border clients include Canadian corporations and individuals who conduct business in the U.S. and conversely U.S. corporations and individuals who conduct business in Canada. Jerry has a diverse client base, which includes corporate executives, athletes and entertainers. Jerry’s expansive tax knowledge combined with his detail-oriented nature is particularly valuable when carrying out sensitive and complex engagements.
Jeffrey Echelmeier, CPA Williams-Keepers LLC Jeff provides tax and consulting services to business owners, individuals and medical practitioners. Jeff specializes in income tax planning, issues related to forming a new business, succession planning, estate tax planning and wealth management. He works extensively with business owners, medical practitioners and individual taxpayers. In addition to his client service role, Jeff serves as WilliamsKeepers LLC’s chief executive officer. He works with WK’s leadership team to guide the firm’s operations, growth and strategies for achieving its vision.
Warren Ezra Vice President The Frontier Group Warren Ezra is responsible for business development and strategic direction for The Frontier Group career transition, career consulting and executive coaching programs. Warren has a strong 20 + year background in the human resources consulting field, with a focus on business development. Prior to the Frontier Group, Warren was Sr. Vice President at Manchester, Inc., a global Human Capital Management Consulting firm and Managing Principal at Spherion Human Capital in Atlanta, Georgia. Warren has a BA from Chaminade University in Honolulu, Hawaii.
Kelly M. Fisher, CPA, MST, JD Partner, Wipfli LLP Kelly Fisher is responsible for services related to international mergers and acquisitions and to restructurings. She assists executives of many businesses in the development and implementation of their international growth and expansion plans. Kelly works with clients who want to expand or restructure their business operations in a taxefficient manner and has advised clients on issues relating to holding company structures, tax-free reorganizations, and transnational business transactions. In addition, Kelly leads the firm’s international business practice. She has more than 10 years of public accounting experience in manufacturing, technology, professional services, and international operations, including experience with a Big Four accounting firm.
Speakers Robert Firely, CPA Partner, Herbein + Company Inc Robert Firely is the partner- incharge of Herbein & Company’s accounting and auditing department. He is responsible for all aspects of services provided to clients in the manufacturing and wholesale distribution industries, as well as to nonprofits, colleges, and local governments. Firely also provides audit and advisory services, consulting on various projects including industry benchmarking studies, gross margin studies, and fraud investigations.
Charlie Greer, CPA Partner, GreerWalker LLP Charlie Greer founded GreerWalker LLP, together with Kevin Walker, in 1984. Charlie has 35 years of tax and business advisory services. He played a crucial role in building GreerWalker’s motorsports, construction and manufacturing and distribution practices, which are today the cornerstones of the firm. In addition, Charlie assists closely held companies and their owners with tax planning and compliance needs and provides advice on a wide range of business issues, including entity structure, mergers, acquisitions, trust and individual tax matters. Having a strong background in succession and estate planning, Charlie has also worked closely with numerous family-owned businesses in transferring ownership to younger generations.
Barry D. Groebel Partner, Herbein + Company, Inc. Barry D. Groebel, CPA began his career with one of the nation’s largest accounting firms. Prior to joining Herbein + Company, he gained important accounting and tax experience with a Fortune 500 corporation and other accounting firms. Barry joined Herbein + Company in 1992 and became Partner in 2000. Barry manages tax compliance and transactional tax planning services delivered to many of the firm’s clients in a broad range of industries. Barry is the tax partner on many of the firm’s major clients.
Tom Groskopf, CPA, CVA, MBA Director, Barnes, Dennig & Co Ltd Tom Groskopf is a nationally recognized authority on accounting and auditing topics. He provides leadership and counsel for Barnes Dennig’s accounting and audit practice. He was recently appointed to the inaugural Private Company Council and is a member of the International Financial Reporting Standards’ small and medium sized Entity Implementation Group. He speaks annually at numerous national and regional events. In addition, he has been quoted in numerous local and national publications, and he has been asked by numerous attorneys to testify as an expert witness in accounting-related cases.
James Guthrie International Tax Director Tanner LLC James is the director of international tax at Tanner LLC and has more than 19 years of public accounting and Fortune 500 experience, all of which has been focused on addressing the international tax needs of multinational businesses and individuals. James has a proven track record in designing and implementing international tax strategies and managing complex projects in a multinational environment. In addition to having expertise in international tax matters, James is well versed in transfer pricing theory and methodologies. James has served clients in many industries including distribution, manufacturing, mining, oil & gas, technology and services.
Jeremy Hartle Tax Partner Gilliam Coble & Moser, LLP Jeremy Hartle is a tax partner at Gilliam Coble & Moser, L.L.P. and works out off the firm’s Burlington and Greensboro, NC offices. Jeremy specializes in domestic and international tax issues, with emphasis on tax planning and compliance. Leading the firm’s Global Services division, Jeremy guides clients with inbound and outbound transactions. He also lends his planning expertise to individuals working to strengthen their personal financial health.
Adam Herman, CPA/ABV/CFF, CVA, ASA, CFE Partner and Director of Consulting Services Mueller Prost Adam is Director of Consulting Services for Mueller Prost, one of the leading, locally-owned CPA and business advisory firms in St. Louis. Adam has been successful in supporting new business growth nationwide through his leadership, energy, integrity, networking skills, and credentials which are highly respected among valuation, IRS, and business professionals. As Director of Consulting Services, Adam manages an elite group of professionals in the fastest growing areas of public accounting today.
Madelyn H. Hornstein, CPA Chief Executive Officer Dermody, Burke & Brown, CPAs, LLC Madelyn focuses on setting the company’s future course through strategic growth, ensuring continued client success, and maintaining the personal relationships so vital to a successful firm. In addition to servicing a number of small businesses and high net worth individuals with their accounting and tax needs, Madelyn also heads Dermody, Burke & Brown’s Employee Benefits division. She and her team provide design, set-up and on-going administration of retirement plans. She ensures that the plans are compliant and also consults on a variety of employee benefit issues and individual retirement planning.
Ronald Jackson, CPA, CGMA President, Saltmarsh, Cleaveland & Gund, PA The president of Saltmarsh, Cleaveland & Gund since 1991, Ron has been practicing in the public accounting field since 1977. His experience includes auditing, taxation and consulting in areas such as manufacturing, construction, healthcare, retail and wholesale, professional services and notfor-profit entities. His primary areas of expertise include rate studies, business valuations and litigation support, including expert witness testimony in valuing closely held companies, damage calculations and accountant’s liability.
Wayne Kerr, CPA Professional Team for AuditWatch Wayne is a senior consultant for Thomson Reuters. His duties include developing new CPE products, managing course content, teaching A&A update courses, and consulting with firms throughout the country. Wayne specializes in audit methodology and audit productivity consulting; working with firms to improve audit quality and efficiency, develop, refine and implement audit methodologies, and reengineer audit strategies and testing approaches.
Patrick Lynch President, The Frontier Group As President since 2010, Pat leads The Frontier Group on strategy, client service, innovation, and business development. He is responsible for driving growth and strategic partnerships. Prior to purchasing The Frontier Group in 2010, Pat had a 25-year consumer products marketing career with such companies as Georgia Pacific, Kao Brands, Kraft, HON and Neenah Paper. In addition to his responsibilities at The Frontier Group, he is also on the board of Special Pops - a tennis-based non-profit for the mentally challenged. Pat has an MBA in Marketing from Michigan State and BA in Secondary Education from The University of Michigan.
Robert D. Klingler Partner, Bryan Cave Rob Klingler regularly counsels financial institutions, with an emphasis on regulatory compliance, mergers and acquisitions, and securities law issues. Mr. Klingler advises community banks, as well as their officers and directors, concerning issues related to the current difficult financial and regulatory environment. These issues include advice reflecting all aspects of regulatory enforcement actions and, if necessary, preparation for the potential receivership of the institution. He also provides counsel regarding raising capital, strategic alternatives, corporate governance matters, minimizing director and officer liability and strategies for dealing with dissident shareholders. Mr. Klingler has advised clients on, and is a frequent public speaker about, federal and state banking regulations, the Troubled Asset Relief Program (TARP), and the Dodd-Frank Wall Street Reform and Consumer Protection Act. 9
Speakers Bill Macaulay Partner, Tax & Technology Smythe Ratcliffe LLP Bill Macaulay exemplifies passion for big and small clients at Smythe Ratcliffe. His practice consciously shifted towards owner-managed businesses after joining the Firm in 2005, but he still enjoys working with corporate clients of all sizes. Specializing in tax consulting since 1981, he has advised businesses involved in a wide variety of endeavors including the hotel industry and real estate development. Bill was one of the first tax consultants in Vancouver to work extensively with high technology clients and gained extensive experience in tax planning for the sale of businesses. The biggest reward for Bill is guiding clients through challenging opportunities and transactions that result in a significant positive impact on their lifestyle and career satisfaction. Bill leads the Technology Industry Group and initiatives in cross-border tax planning and compliance.
Larry Martin Partner, Tax Department Hantzmon Wiebel LLP Larry Martin is a partner specializing in tax with Hantzmon Wiebel. He has been with the firm for over 40 years and has been instrumental in providing tax and business planning for individuals, businesses, and “pass-through entities.” In his position with Hantzmon Wiebel, Larry has provided clients with estate and trust planning as well as tax controversy representation.
Carl Mayes Senior Technical Manager Special Projects, American Institute of Certified Public Accountants (AICPA) Carl Mayes is the Senior Technical Manager– Special Projects on the Public Practice and Global Alliances team at the AICPA. He is responsible for managing practice quality initiatives for the AICPA including regulator quality studies, practice monitoring and various technical and regulatory-focused projects. He is the project manager for the AICPA’s Enhancing Audit Quality initiative and manages the execution of the AICPA’s 6-Point Plan to Improve Audits. Prior to joining the Public Practice and Global Alliances team, Mayes was materially involved in performing market research, developing the business plan and identifying the membership model for the AICPA Not-for-Profit Section.
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James E. Merklin, CPA/CFF, CFE, CGMA, M.Acc. Partner-in-Charge, Assurance and Advisory Services, Bober Markey Fedorovich Jim Merklin serves middle-market and high-growth clients in a variety of industries. He has extensive experience in employee benefit plans, business planning, financial forecasting, attestation services, fraud/forensic investigations, and internal control and operations reviews. He has performed numerous special projects for clients, such as feasibility studies, cash flow analyses, due diligence on business acquisitions, and profitability studies. Jim is a past member of the Executive Committee of the AICPA’s Employee Benefit Plans (EBP) Audit Quality Center and the AICPA’s EB Expert Panel, and chair of the 2015 AICPA’s EBP Accounting, Auditing and Regulatory Update.
H. Phillip Moore, Jr., CPA Managing Partner, Porter Keadle Moore, LLC Phil is an accounting graduate of Georgia Southern University. He joined PKM in 1987 and has devoted his entire career to public accounting. He is a frequent speaker for programs to Georgia’s community bankers, and is one of the foremost authorities on the banking industry, particularly in the area of SEC reporting and strategic direction. Along with his banking industry knowledge, over the last decade he has also spent considerable time in organizational structure and development, skills he not only uses with the Firm’s clients but also in guiding and directing Porter Keadle Moore. He is a member of the AICPA and the Georgia Society of CPAs.
Douglas M. Mueller, CPA President, Mueller Prost Doug is regarded as a leading business advisor for corporate and emerging tax issues, as well as a nationally recognized consultant and guest contributor in various specialty, local, regional, and national publications, including Money Magazine and The Wall Street Journal. Doug focuses on and provides high-level tax planning and consulting for high-net worth individuals, business owners and their related businesses across a broad range of industries including; real estate, construction, technology, healthcare, professional services, and manufacturing.
Darryl S. Neier, MS, CFE Principal in Charge Forensic Accounting/Litigation Support Group Darryl Neier, a Principal with Sobel & Co., LLC, is in charge of the Forensic Accounting/ Litigation Support Group and serves on the firm’s Executive Committee. He has over 30 years of experience in the detection, investigation, and prevention of fraud in domestic and international engagements. Mr. Neier brings his unique experiences from his law enforcement background to every engagement. Having spent 20 years with the Morris County New Jersey Prosecutor’s Office, retiring as a Detective Sergeant, having commanded Political Corruption, White Collar Crime and Insurance Fraud and has been involved in the detection and prevention of fraud in a variety of situations and cases. His reputation as an expert in this field is widely recognized.
John Oeltjen, CPA, CMP, CGMA Partner and Director of Manufacturing and Distribution Services, Mueller Prost John is a widely known and respected professional, offering more than 40 years of business leadership and consulting experience. He began his 30-year public accounting career with a “Big 4” firm, where he served as lead partner for the St. Louis Regional Middle Market practice, leading its rapid revenue growth and expansion. John also holds 12 years of experience in the private sector, where his titles included President, Chief Operating Officer and part-owner in various businesses that enjoyed significant increases in operational efficiencies and profitability under his watch. With this unique experience, John is able to leverage his knowledge and experience of internal controls, lean manufacturing and process improvements, along with his expertise in strategy development, corporate finance, information management, and other specialty services to help clients improve their business
Christopher Perrino Principal, Business Development Barnes, Denning & Co Ltd Chris has been with Barnes Dennig for more than 10 years and plays an active role in determining how the firm can best meet the needs of new clients. He is also pivotal in maintaining communication with existing clients to ensure their expectations are met or exceeded in every engagement. This includes proactively identifying ways Barnes Dennig can assist clients in growing their profits. Chris is a frequent speaker and trainer on professional services marketing topics, and he is currently the Chair of PKF NA’s BD/Marketing Committee, where he has served as a committee member since 1999.
Speakers Christopher Petermann, CPA Partner, O’Connor Davies, LLP Chris is a Partner of the Firm and serves as Co-Partner-in-Charge for the Private Foundation Practice. He has over 30 years of specialized experience in accounting for exempt organizations and private foundations, as well as closely-held businesses and financial services entities. Chris also holds a number of professional committee and community board positions. A regular speaker on accounting, tax and governance matters, Chris also contributes informational pieces to the firm’s monthly bulletins and has authored numerous articles for industry publications.
Robert M. Rollmann Partner, O’Connor Davies Bob has more than 30 years of experience in public accounting, and is responsible for the quality control and risk management functions at the firm and services a broad group of the firm’s clients. Throughout his career, he has worked with clients ranging in size from mid-sized organizations to multibillion-dollar publicly traded companies, operating in a broad spectrum of industries, including not-forprofit, commodity trading/financial services, food and beverage, consumer products, manufacturing and distribution, pharmaceutical and real estate.
Chris Rowen Exit Planning Consultant White Horse Advisors Chris Rowen helps owners of closely-held businesses address their financial, legal, operational and personal readiness for the eventual sale/ownership transfer of their companies. Prior to White Horse, Chris was an investment banker at VRA Partners, where he managed mergers and acquisitions for middlemarket companies across a wide range of industries. It was in this capacity that he gained an appreciation for the positive impact that a well-constructed exit plan can have on business owners and their families. Before VRA, Chris spent eight years at SunTrust Robinson Humphrey, a leading regional investment bank, where he received national awards from both the Wall Street Journal and Institutional Investor Magazine for his work in the supply chain and technology sectors.
Scott Schumacher Partner, Wipfli LLP With more than 20 years of experience, Scott Schumacher works with closely held and family-owned businesses including manufacturing and distribution, real estate and service industries, providing them and their ownership group with tax compliance and planning services. His tax planning and compliance expertise enables him to identify additional tax planning opportunities, thereby adding more value for his clients. In addition, Scott works with businesses to take advantage of various federal, state, and local tax incentives.
Jeremy Sperring, CPA Partner, CFO/COO, Frazier & Deeter, LLC As the Chief Financial Officer and Chief Operating Officer of Frazier & Deeter, Jeremy’s primary responsibilities include overseeing the financial reporting, budgeting, and capacity planning of the firm, as well as working directly with the managing partner to ensure that the operational objectives of the firm’s strategic plan are achieved. Over the past four years, Jeremy has headed the due diligence process for the firm’s merger and acquisition strategy, which resulted in the successful mergers of four firms in Atlanta, Nashville, Philadelphia and Tampa.
Dan Szidon Partner-in-Charge, Audit and Accounting, Wipfli LLP Dan Szidon has over 25 years of professional experience in accounting services as well as consulting on various business issues. As the firm wide leader of assurance services, Dan has been instrumental in developing the tools and processes used by Wipfli’s assurance teams. Dan routinely participates in continuing education coursework and events including SEC Auditing and Reporting, advanced auditing of employee benefit plans, asset fraud investigations, and AICPA’s National Accounting and Auditing Advanced Technical Symposium.
Rick Taylor, CPA Partner-in-Charge, Tax, Wipfli LLP Rick is Director of Tax for Wipfli LLP. He has 36 years of experience specializing in S corporations, partnerships, and accounting methods; eleven of these years at the senior manager and partner level in the Washington national tax office of a Big Four accounting firm. Rick is an acknowledged expert who focuses on practical solutions for closely held businesses and high net worth individuals and families.
Pat Tuley Partner, Porter Keadle Moore, LLC Pat Tuley is a partner with over 25 years of experience in public accounting. Prior to joining PKM, Pat worked in the tax area for one of the Big Four firms. His background includes experience in federal taxation and state and local taxation. He is responsible for the firm’s tax services. Pat has worked with clients ranging from individuals to international Fortune 50 companies. Industry experience includes financial institutions, transportation, real estate development and construction, telecommunications, hospitality, manufacturing, brokerage and service industries.
Marshall (“Chip”) Turner, CPA Managing Partner and Tax Partner, Damitz, Brooks, Nightingale, Turner & Morrisset Chip has extensive tax experience and concentrates his consulting and compliance work to tax matters affecting partnerships, trusts and estates, and high net worth individuals. He has served as trustee and executor on numerous estates and has been extensively involved with trust administration. Chip received his Bachelor’s degree in Accountancy from the University of Notre Dame. In addition, He is a member of the California Society of Certified Public Accountants (CalCPA) and a member of the American Institute of Certified Public Accountants (AICPA). Chip currently serves on the board of directors of Cottage Hospital and is past chair of the Santa Barbara Zoo.
Joseph Zarkowski Partner, O’Connor Davies, LLP
Joe Zarkowski is the Partnerin-Charge of O’Connor Davies, LLP’s Risk Advisory Group. He is responsible for developing, managing and delivering the Group’s service lines that include SOC attestations, out-sourced internal audits, internal control risk assessments, integrity monitoring, custody surprise examinations, regulatory and compliance reviews, technology audits and specialized attestation engagements.
Monica L. Zumo, CPA Managing Partner Hannis T. Bourgeois, LLP Monica, Managing Partner of Hannis T. Bourgeois, has been with the firm for 36 years. She specializes in Financial Institutions, Construction, and Not For Profit Organizations. Monica is involved with a number of community organizations and the Greater Baton Rouge Business Report named her one of the 2012 Influential Women in Business.
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Schedule Sunday, November 15, 2015 7:00 p.m. – 10:00 p.m.
Welcome Reception
Monday, November 16, 2015 7:30 a.m. – 8:30 a.m.
Participants Breakfast Optional Breakfast & Learn: Partners in Transition Update Speakers: Patrick Lynch and Warren Ezra, The Frontier Group
8:30 a.m. – 10:00 a.m.
Building World Class Teams: The 8 Essential Elements of Human Synergy Keynote: Robyn Benincasa
10:00 a.m. – 10:30 a.m.
Break
10:30 a.m. – 12:15 p.m.
FM Track Option One: Growth Through the Hiring of Lateral Partners Facilitator: Chip Turner, Damitz, Brooks, Nightingale, Turner & Morrisset Panelists: Jeremy Sperring, Frazier & Deeter, LLC; Monica Zumo, Hannis T. Bourgeois, LLP; Christopher Petermann, O’Connor Davies, LLP FM Track Option Two: Cybersecurity, Don’t Be the Next Victim Speaker: Robert Cedergren, Wipfli LLP FASB/PCC/SSARS 21 Update Speaker: Tom Groskopf, Barnes, Dennig & Co, Ltd Tax Strategies Update Facilitator: Doug Mueller, Mueller Prost
10:30 a.m. – 4:00 p.m.
The Frontier Group: Succession/Transition Appointments Speakers: Patrick Lynch and Warren Ezra, The Frontier Group
12:15 p.m. – 1:15 p.m.
Lunch Optional Lunch & Learn Session: More on Standards Updates Speaker: Tom Groskopf, Barnes, Dennig & Co, Ltd Optional Lunch & Learn Session: Tax Strategies Speaker: Doug Mueller, Mueller Prost
1:15 p.m. – 3:00 p.m.
FM Track Option One: Successful Niche Practice Development Facilitator: Phil Moore, Jr., Porter Keadle Moore, LLC Panelists: James Dougherty, JLK Rosenberger, LLP; Charlie Greer, GreerWalker LLP, Darryl Neier, Sobel & Co, LLC FM Track Option Two: Developing Equity/Non Equity Options for New Key Individuals Facilitator: Michael Breit, EisnerAmper LLP Panelists: Ron Jackson, Saltmarsh, Cleaveland & Gund, PA; Joe Page, The Whitlock Company, LLP; Jeff Echelmeier, Williams-Keepers LLC AICPA Initiatives Update Speaker: Carl Mayes, CPA, AICPA 2015 Federal Tax Update: IRS Double Standards Pushing Tax Practitioners to the Brink! Speaker: Rick Taylor, Wipfli LLP
3:00 p.m. – 3:15 p.m.
Break
3:15 p.m. – 5:00 p.m.
FM Track Option One: Successful Business Development Efforts Facilitator: Madelyn Hornstein Panelists: Richard A. Berkowitz, Berkowitz Pollack Brant Advisors and Accountants; Adam Herman, Mueller Prost PC; Chris Perrino, Barnes Dennig & Co FM Track Option Two: FM Roundtable Update on Employee Benefit Plan Audits Speaker: James Merklin, Bober Markey Fedorovich 2015 Year End Tax Planning for Closely-held Businesses and Their Owners Speaker: Rick Taylor, Wipfli LLP
6:30 p.m. – 9:30 p.m.
Reception & Dinner
KEY: Firm Management • Accounting & Auditing • Tax
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Schedule Tuesday, November 17, 2015 7:30 a.m. – 8:30 a.m.
Participants Breakfast PKF NA Update Breakfast for Non Members
8:30 a.m. – 10:15 a.m.
Members’ Meeting Auditing Efficiently and Effectively Speaker: Wayne Kerr, Audit Watch/Thomson Reuters Spice Up Your Tax Life With a Little SALT Speaker: Greg Butler, Wipfli LLP
10:15 a.m. – 10:30 a.m.
Break
10:30 a.m. – 12:15 p.m.
Members’ Meeting / FM Roundtable Auditing Efficiently and Effectively Cont’d Speaker: Wayne Kerr, Audit Watch/Thomson Reuters Your Clients are Going Global: Are You Ready to Help Them? Speakers: Kelly Fisher, Wipfli LLP; James Guthrie, Tanner LLC
12:15 p.m. – 1:15 p.m.
Lunch Optional Lunch & Learn Session: Auditing Efficiently and Effectively Speaker: Wayne Kerr, Audit Watch/Thomson Reuters Optional Lunch & Learn Session: Tax Strategies for U.S. Entities Going to Canada: Updates and Practical Considerations Speakers: Bill Macaulay, Smythe Ratcliffe; Jerry Dykopf, Kraft Berger
1:15 p.m. – 3:00 p.m.
Software Solutions: Risk Considerations and Implementation Strategies Facilitator: Joseph Zarkowski, O’Connor Davies, LLP Panelists: Mark Bednarz, O’Connor Davies, LLP; Joe Brase, SSI Schaefer, Inc Tax Roundtable #1 Facilitator: Larry Martin, Hantzmon Wiebel LLP
3:00 p.m. – 3:15 p.m.
Break
3:15 p.m. – 5:00 p.m.
A&A Roundtable: Technical Tools and Resources Facilitator: Dan Szidon, Wipfli LLP Tax Opportunities for Manufacturers: A Checklist Approach to Expanding Tax Services Facilitator: John Oeltjen, Mueller Prost Panelists: Michael Devereux, Mueller Prost; Scott Schumacher, Wipfli LLP; Barry Groebel, Herbein + Company, Inc; Jeremy Hartle, Gilliam Coble & Moser LLP
6:00 p.m. - 7:00 p.m.
Networking Reception
7:00 p.m. - 9:30 p.m.
Optional Dine-Around
Wednesday, November 18, 2015 7:30 a.m. – 8:30 a.m.
Breakfast
8:30 a.m. – 10:15 a.m.
Data Extraction Tools & Techniques Speakers: Rachel Most, Wipfli; Bob Rollmann, O’Connor Davies Positioning Your Client to Sell Facilitator: Pat Tuley, Porter Keadle Moore, LLC Panelists: Robert Klingler, Bryan Cave; Chris Rowen, White Horse Advisors
10:15 a.m. – 10:30 a.m.
Break
10:30 a.m. – 12:15 p.m.
A&A Roundtable: General Topics Facilitator: Bob Firely, Herbein + Company, Inc Tax Roundtable #2 Facilitator: Larry Martin, Hantzmon Wiebel LLP
12:15 p.m.
Adjourn & Box Lunches
KEY: Firm Management • Accounting & Auditing • Tax
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Lunch & Learn
SPACE LIMITED
FIRST-COME, FIRST-SERVED
Monday, November 16th
Tuesday, November 17th
12:15 p.m. – 1:15 p.m.
12:15 p.m. – 1:15 p.m.
More on Standards Updates
Auditing Efficiently and Effectively
Speaker: Tom Groskopf, Barnes, Dennig & Co, Ltd
The Lunch & Learn, Dine Around, and Optional Activities will be selected during the registration process. Registration Deadline is October 16th.
Join in on this informal lunch discussion to continue the dialogue and pose questions raised by Tom Groskopf’s morning session. 12:15 p.m. – 1:15 p.m.
Tax Strategies
Optional Breakfast & Learn: Partners in Transition Update Speaker: Warren Ezra and Patrick Lynch, The Frontier Group
Join Warren Ezra and Patrick Lynch to hear more
about their innovative “Partners in Transition” program, designed specifically for PKF NA partners and their firms to assist them with succession planning, partner transition and executive coaching. The Frontier Group has 30 years of experience coaching individuals and their firms in transition processes as well as succession planning. In particular, the program has been developed around two key components; corporate succession planning and individual transition coaching. 14
Wayne will be available to further explore the audit efficiency strategies presented in his morning sessions. Space is limited to allow for a smaller group discussion.
Speaker: Doug Mueller, Mueller Prost
12:15 p.m. – 1:15 p.m.
Continue the conversation on tax strategies with Doug Mueller in this smaller setting and take this opportunity to raise additional questions that may not have been covered in the earlier session.
Tax Strategies for U.S. Entities Going to Canada: Updates and Practical Considerations
Monday, November 16, 2015 7:30 a.m. – 8:30 a.m.
Speaker: Wayne Kerr, Audit Watch/Thomson Reuters
10:30 a.m. – 4:00 p.m.
The Frontier Group: Succession\Transition Appointments Speaker: Warren Ezra and Patrick Lynch, The Frontier Group We are pleased to provide individual appointments with The Frontier Group as this will give you the opportunity to discuss your firm’s needs on a one to one basis. Learn how they can help you by understanding the services that are available to your firm during your succession planning/preparations from both a firm and individual perspective.
Speakers: Bill Macaulay, Smythe Ratcliffe; Jerry Dykopf, Kraft Berger
A discussion on practical considerations that Canadian CPAs encounter with US clients entering Canada, including opportunities and pitfalls. Included is an update on proposed legislation to ease the withholding requirements when sending US employees on short-term assignments to Canada, and CRA revised legislation on engaging independent contractors in Canada.
Evening Events WELCOME RECEPTION
RECEPTION AND DINNER
RECEPTION AND DINE AROUND
Sunday, November 15, 2015
Monday, November 16, 2015
Tuesday, November 17, 2015
7:00–10:00 p.m.
6:30–10:00 p.m.
Riviera Theater
Cannon Green
6:00 p.m. Reception in Palmetto Cafe 7:00 p.m. Dine Around
Take a step back in time at the historic Riviera Theater —the site of our Summit opening night event! Just steps from the hotel, this art deco jewel will make you feel like you are back in the Roaring Twenties and is a great spot to reconnect with colleagues and meet new members and guests. There will be plenty of Lowcountry cuisine and refreshing beverages to enjoy. Just follow the red carpet for a night to remember!
Located in the heart of the vibrant upper peninsula, Cannon Green has created an unparalleled dining and entertaining space by merging an authentic mix of historic buildings with a 19th century Charleston Single House façade and an old Trolley Warehouse. Come mingle with your colleagues and enjoy some fresh farm to table food with a Charleston flare!
The networking continues—so plan to join your peers in the Palmetto restaurant for a networking reception to finish off the day on a happy note! After the reception, we will depart for the equal share Dine Around at acclaimed Charleston restaurants (see pages 16-17). There you will have the opportunity to enjoy a more intimate networking dinner at your selected restaurant, featuring the unique flavors of Charleston.
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Optional Dine Around See the website for restaurant details and menus, you will select your restaurant when you register.
Charleston Grill
Grill 225
This Forbes Travel Guide Four-Star restaurant, located in the Belmond Charleston Hotel, has carefully curated an ambiance that is all at once mellow, lively, traditional and contemporary. Enjoy your dining experience as soft live jazz bounces off the wood-paneled walls. Seamless service, orchestrated by the attentive, knowledgeable and approachable staff, sets the stage for an unforgettable dining experience.
Grill 225 is Charleston’s first and only 100% USDA Prime steak house, and member of the Great Steak Houses of North America. Located at the luxurious Market Pavilion Hotel, in the heart of historic Charleston, and offering a dining experience like no other, Grill 225 is recognized as the place where Charlestonians and visitors go for Prime Beef and they keep going back—see for yourself!
Halls Chophouse
Hank’s Seafood Restaurant
Voted #1 2014 Travelers’ Choice/Trip Advisor “Best Places to Eat in Charleston”, Halls Chophouse is a family steakhouse restaurant located in the Upper King District of Charleston. They value hospitality, superior American cuisine and a dining experience that guests revere. As a premier steakhouse they use the finest freshest USDA prime steaks and meats, as well as fresh sustainable local seafood dishes. The restaurant features live classic jazz entertainment.
Great food and a charming ambiance can only equal an extraordinary dining experience at Hank’s Seafood Restaurant, located in a turn-of-the-century warehouse overlooking the Charleston City Market. Hank’s Seafood reflects Charleston’s port history and family roots. The restaurant recreates a classic Charleston fish house with an old fashioned saloon-style bar and an exhibition raw bar. Enjoy an extraordinary meal and relive some Charleston history.
Cost: $85 per person Excludes tax, gratuity and beverages
Cost: $80 per person Excludes tax, gratuity and beverages
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Cost: $85 per person Excludes tax, gratuity and beverages
Cost: $60 per person Excludes tax, gratuity and beverages
High Cotton
Michael’s on the Alley
Chef Shawn Kelly has strong ties to local growers and producers, which has allowed him to introduce unexpected seasoning and ingredients to familiar food of the region at High Cotton. The freshest local ingredients are expertly crafted into the most delicious Lowcountry dishes. In this stylish and popular dining spot, you’ll come to understand true Charleston hospitality!
Tucked away, off of Historic King Street, sits Michael’s on the Alley, Charleston’s newest steakhouse. They pride themselves in serving only the highest quality cuts of steaks. Michael’s features USDA Prime Angus and choice steaks that are wet or dry-aged to your specific desire. At Michael’s they do things the right way, serving up luscious steaks cooked to order with a side of that famous Charleston hospitality.
Poogan’s Porch
Vincent Chicco’s
Tucked away on charming Queen Street, Poogan’s Porch is one of Charleston’s oldest independent culinary establishments, with a fresh approach to Lowcountry cuisine. Recognized by Martha Stewart Living, Wine Spectator and The Travel Channel, this beautifully restored Victorian house is the perfect southern spot to dine. Since opening in 1976, Poogan’s Porch has been a favorite of well-known celebrities, politicians, tourists and locals alike who rave about this Southern institution.
Vincent Chicco’s offers old-fashioned Italian American fare, celebrating domestic ingredients, handmade pastas, and rich homemade sauces. Vincent Chicco’s offers a chic comfortable surrounding—allow yourself to step back into the luxurious time of the past and enjoy the classic, wholesome flavors that were founded in our country.
Cost: $55 per person Excludes tax, gratuity and beverages
Cost: $50 per person Excludes tax, gratuity and beverages
Cost: $60 per person Excludes tax, gratuity and beverages
Cost: $40 per person Excludes tax, gratuity and beverages
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Optional Activities Guest Schedule
Sunday, November 15
SUNDAY, NOVEMBER 15, 2015 12:00 p.m. — 6:00 p.m.
Golf at Wild Dunes Harbor Course
Meet in Lobby
1:00 p.m. — 5:00 p.m.
Tour: Middleton Place
Meet in Lobby
3:30 p.m. — 6:00 p.m.
Sunset Sail on the Schooner Pride
Meet in Lobby
7:00 p.m. — 10:00 p.m.
Welcome Reception
Riviera Theater – Across King St.
Golf at Wild Dunes Harbor Course Time: 12:00 p.m. – 6:00 p.m. Estimated Cost: $175 + tax (plus transportation of $35) Designed by Tom Fazio, the Harbor Course is known for its challenging design and beautiful views, and most of all, water. From lagoons and salt marshes to the Intracoastal Waterway, this varied golf course will test all aspects of your game. Join your colleagues for a fun afternoon and see why Golf Digest says Wild Dunes Resort is among the “Best in State” for golf in South Carolina. Box lunch is included. Cancellations after 10/16/15 will incur a cancellation fee.
MONDAY, NOVEMBER 16, 2015 7:45 a.m. — 9:45 a.m.
Guest Breakfast
The Charleston Grill, Lobby Level
8:30 a.m. — 10:00 a.m.
Keynote: Building World Class Teams
Magnolia/Willow Ballroom
10:30 a.m. — 12:30 p.m.
Savor The Flavors: Charleston Culinary Tour
Meet in Lobby
1:00 p.m. — 5:00 p.m.
Boone Hall Plantation
Meet in Lobby
6:00 p.m. — 6:30 p.m.
Shuttles to Dinner
Meet in Lobby
6:30 p.m. — 9:30 p.m.
Reception and Dinner
Cannon Green
TUESDAY, NOVEMBER 17, 2015 8:00 a.m. — 10:00 a.m.
Guest Breakfast
The Charleston Grill, Lobby Level
9:00 a.m. — 1:00 p.m.
Historic Walking Tour Meet in Lobby with Carriage Ride and Two Home Visits
12:30 p.m. — 6:30 p.m.
Golf at Wild Dunes Links Course
Meet in Lobby
6:00 p.m. — 7:00 p.m.
Networking Reception
Palmetto Restaurant, Lobby Level
7:00 p.m. — 9:30 p.m.
Dine Around
Local Restaurants
WEDNESDAY, NOVEMBER 18, 2015 8:00 a.m. — 10:00 a.m.
Guest Breakfast
The Charleston Grill, Lobby Level
Tour of Middleton Place Time: 1:00 p.m. — 5:00 p.m. Estimated Cost: $138 + tax Middleton Place is an 18th century River Plantation, National Historic Landmark, and home of Henry Middleton, President of the First Continental Congress. The Garden Club of America has called the 65 acres “the most important and most interesting garden in America.” The gardens reflect the symmetry and elegance of 17th century France and 18th century England and are the oldest formal gardens in this country. They have been planned so that there is something blooming at Middleton Place year-round, including centuries-old camellias in bloom in the winter months. In addition to the gardens, you can enjoy ongoing craft demonstrations by the blacksmith, potter, basket weaver, quilters and carpenters on this tour.
Sunset Sail on The Schooner Pride Time: 3: 30 p.m. – 6:00 p.m. Estimated Cost: $68 + tax (transportation included) Enjoy a two hour cruise aboard The Schooner Pride, an 84’ tall ship operating in Charleston Harbor. She is modeled after the 18th Century coastal trading schooners that once dotted this beautiful harbor and has all the charm and character of the great days of sail. There are no set courses, she sails with the winds and tides so every cruise is unique. You will always be in the sheltered harbor area and see all the sites—just closer to some than others. There will be some narration and the crew is always willing to point out the historic sites and wildlife in the harbor. Passengers are welcome to raise and trim the sails with the crew or just sit back and enjoy.
Waterfront Park, Charleston, SC 18
There is a 10 person minimum to hold tours and/or guarantee pricing.
Optional Activities Monday, November 16 Savor the Flavors: Charleston Culinary Tour
Tuesday, November 17
Time: 10:30 a.m. – 12:30 p.m.
Historic Downtown Walking Tour with Carriage Ride & Two Historic Home Visits
Estimated Cost: $55 + tax
Time: 9:00 a.m. – 1:00 p.m. Estimated Cost: $65 + tax You will experience local taste sensations as you walk, talk and taste your way through Charleston. This two-hour Charleston culinary tour will immerse you in the history and culture of the Lowcountry. You will discover how this unique cuisine has evolved over the past 300+ years while sampling delicious specialties from local eateries, markets, bakeries, restaurants, and culinary landmarks. Typical tastings include: Stone Ground Grits, Charleston Benne Wafers, Locally Made Gourmet Chocolates, Southern Pralines, Sweet Tea, Collard Greens, and Lowcountry Barbeque.
Boone Hall Plantation Time: 1:00 p.m. – 5:00 p.m. Estimated Cost: $88 + tax Come see the beloved plantation dating back to 1681, which has been used in the filming of the movies “North and South,” “Love and War,” “Forrest Gump,” and “Queen.” Boone Hall was originally a cotton plantation containing over 17,000 acres, but brick and tile were also manufactured on the plantation, and these bricks are now part of the mansion walks, gin house, slave cabins, garden walls, and many of Charleston’s oldest and most historic buildings. Don’t miss the plantation’s famous half-mile Avenue of Oaks, planted in 1743, on this unique tour.
Guests will meet in the hotel lobby and board carriages for an hour long city tour. Guests will then be dropped off in front of a historic home and be greeted by a private guide. After a brief introduction guests will proceed into the house for a 30 minute tour. Afterwards, the private tour guide will walk guests to another historic home for a 30 minute tour. At the conclusion of this tour the guide will walk the guests back to the hotel pointing out more historic sights of this wonderful city!
Golf at Wild Dunes Links Course Time: 12:30 p.m. – 6:30 p.m. Estimated Cost: $175 + tax (plus transportation of $35) The Links Course was Tom Fazio’s first. Today, he says it’s still among his favorites - and he’s not the only one. From the rustling palms lining lush, rolling fairways to a finishing hole overlooking the glistening Atlantic Ocean, the Links Course is South Carolina golf at its finest. The course is undergoing a major re-design by the world-class golf course architects of Tom Fazio Design, which will take the golfing experience to a new level! You will be among the first to play on the amazing “new” course so sign up today! Box lunch is included. Cancellations after 10/16/15 incur a cancel fee.
Announc ng SUMMIT 2016 November 6-9
The Beverly Hilton | Beverly Hills CA
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Belmond Charleston Place Hotel
205 Meeting Street, Charleston, South Carolina 29401 Telephone: 1 843 722 4900
The Spa at Belmond Charleston Place
Website: www.belmond.com/charleston-place
Hide away from the world in your own secret sanctuary.
Room Rate: $240 plus tax
Renew your spirit and rejuvenate your body with their indulgent treatments— everything from Deep Tissue Massage to the deliciously satisfying Magnolia Blossom Body Scrub. View a menu of all spa services on the event website.
Accommodations: A block of rooms have been reserved for PKF North America members and guests. Please make all room reservations when registering for the program. The hotel is located about 25 miles from the Charleston International Airport (CHS). Located at the very heart of downtown Charleston, in the historic district and within walking distance of all the major attractions, Belmond Charleston Place makes every guest feel part of this great Southern city. A gathering point for local society, this luxury hotel blends gentility and old-world charm with a leading-edge spa and innovative cuisine. Renowned as Charleston’s finest accommodations, its first class meeting and event facilities are complemented by ‘The Club’, a private concierge level. Leisure activities include relaxing by the rooftop pool, dining in the award-winning Charleston Grill and browsing the exclusive boutiques.
Amenities Swimming pool The undisputed jewel in the hotel’s crown is located on the roof top of the fourth floor. Featuring a stunning retractable glass roof, you’ll feel like you’re standing on top of the world. It’s a Mecca for swimmers and sun-worshippers alike with a heated saltwater pool and luxurious lounge chairs on the deck. Striking ‘porthole’ windows overlook downtown Charleston. Lush plants surround the pool and jacuzzi providing a private paradise. Health club For the ultimate, calorie-burning workout, visit the ultra-modern, state-ofthe-art gym. It’s equipped with a full range of free weights and the latest Cybex, Life Fitness and Stairmaster cardiovascular machines. Monday-Friday: 6 a.m.-10 p.m. & Saturday-Sunday: 7 a.m.-10 p.m.
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The Spa at Belmond Charleston Place has been specially designed to be an oasis of calm, providing the perfect place in which to relax and unwind. All spa services booked Sunday to Thursday will automaticity receive 10% off. Treatments are available: Monday to Friday 8 a.m. to 8 p.m.; Saturday to Sunday 8 a.m. to 7 p.m. To book a spa treatment, please call the spa at 1-843-937-8522.
Around Town
Shops at Charleston Place
Fort Sumter
South Carolina Aquarium
ABOUT CHARLESTON Charleston is historic, yet cosmopolitan. From award winning chefs and a blossoming food scene to the dynamic arts, wonderfully preserved buildings and diverse cultural heritage, Charleston balances the old with the new. Charleston is worth the trip, it’s why the readers of Condé Nast Traveler have voted it the #1 U.S. destination for the past three consecutive years. History abounds on every street corner with beautifully maintained architecture from houses to churches, historic sties like Fort Sumter and some of the country’s oldest gardens and plantations. The Atlantic Ocean, Charleston Harbor, and the many rivers and marshes create stunning vistas that make Charleston a place like no other.
Historic Charleston is bursting with Southern charm and hospitality. The city feels a bit like it’s suspended in time, thanks to its antebellum architecture and surrounding plantation landscapes. Take in incredible views of the Battery and the French Quarter as you stroll the Waterfront Park, then become inspired by the cultivated beauty of the gardens at Middleton Place. No matter what your interests are, Charleston caters to each and every individual. Whether it be the South Carolina Aquarium on Charleston Harbor, the breathtaking plantations or the charming Old City Market, the attractions are endless, as is the beautiful scenery.
LOCAL ATTRACTIONS Historic Charleston City Market
The Shops at Belmond Charleston Place
The market is a favorite for locals as well as visitors of Charleston, and it’s just steps from the Belmond Charleston Place. Individual vendors sell their products in open-aired buildings, and the whole aura of the market is centered around a very historic feel. Covering four city blocks, the market has something for everyone, whether it be clothing, paintings, pottery or sweet treats. It is also open 365 days a year, allowing for a wonderful shopping experience no matter what the season.
Located within the Belmond Charleston Place’s grand lobby and along King Street, The Shops at Belmond Charleston Place are an eclectic collection of world-renowned stores nestled in the heart of Charleston’s downtown shopping district. From Godiva to Gucci to St. John, it is the ultimate shopping experience. The hotel’s signature VSOE Boutique features unique gifts from their sister property, the renowned Venice Simplon-Orient-Express train, as well as one-of-a-kind items from local artisans.
Magnolia Plantation & Gardens
South Carolina Aquarium
Magnolia has been selected as one of “America’s Most Beautiful Gardens” (Travel + Leisure Magazine), and is the only garden honored with this distinction in the State of South Carolina! It is the oldest public tourist site in the Low country, and the oldest public gardens in America, opening its doors to visitors in 1870 to view the thousands of beautiful flowers and plants in its famous gardens.
With more to explore every day, share in the wonders of South Carolina’s backyard. Marvel at turtles, stingrays, sharks, otters, jellyfish, alligators and more. Daily dive shows and interactive programs. Travel through the new Madagascar Journey exhibit featuring ring-tailed lemurs.
Fort Sumter Tours Cruise to the island fort via ferry boat ride while you enjoy breathtaking views of historic downtown Charleston and her Harbor. Tours depart from the Visitor Education Facility at Liberty Square downtown and from Patriots Point in Mt. Pleasant.
Historic King Street Shopping Walk up and down King Street and you will find many fun and interesting shops that include antiques, art galleries, book stores, children’s clothing, chocolate, cosmetics, gifts, handbags, lingerie, home decor, lighting, women’s and men’s fashions, stationery, restaurants—each with its own sense of style and flavor, but all uniquely Charleston. See what it is all about!
Carriage Tours Travel by horse-drawn carriage along the picturesque streets of Charleston and take in the history of this South Carolina city, just like in the days of the past. There are many different companies to choose from.
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Specifications
Rainbow Row
LEARNING OBJECTIVES
FEES
Firm Management
Participant Registration Fees:
• D iscover innovative strategies that can help with the expansion of your firm’s business development efforts and niche practices
Firm Management Only (Sunday - Tuesday)
• E valuate firm management issues and develop strategies for the hiring of lateral partners and the development of equity/non-equity options for new key individuals as a retention tool • Discuss approaches to pre and post succession planning
$
1,535*
Firm Management/Full Conference (Sunday - Wednesday)
$
1,650
Full Conference (Sunday - Wednesday)
$
1,650
$100 discount for additional partners from the same firm selecting the Firm Management Only registration option. The adjusted registration fee will be reflected on your invoice. *
• Discuss best practice management topics with member firms
Tax • Identify practical applications of Federal and SALT updates • Explore the necessary steps for your client’s international business expansion • Analyze key considerations in assisting clients in selling their businesses
Participant Fee includes: • All sessions and meeting materials • Daily breakfast, lunch, breaks, receptions and dinners applicable to your registration type
• Discuss best practices for tax department operations
Guest Registration Fees:
Accounting & Auditing
Firm Management Only Guest (Sunday - Tuesday)
$
500
Full Conference Guest (Sunday - Wednesday)
$
575
• Analyze the latest technical standards updates • Review the latest AICPA initiatives • Identify efficient and effective audit practices • Explore the applications of data extraction tools • Discuss best practices for A&A department operations
Target Audience Managing Partners, Partners, Sr. Managers, Directors, etc.
Level of Knowledge Advanced
Prerequisites Leadership role in firm for Firm Management Track 5+ years tax or audit experience for A&A and Tax Tracks
Delivery Method Instructor-led sessions, panel presentations, and discussion groups
Estimated CPE Hours* Up to 21 hours Technical (A&A or Tax) Up to 10 hours Business Management Organization Up to 1.5 hours Personal Development
*Actual hours earned depend on sessions attended. Participants will be responsible for adjusting time as applicable. Associated Regional Accounting Firms (doing business at PKF North America) is 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 through the website www.learningmarket.org. National Registry of CPE Sponsors Number: 104091.
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Guest Fee includes: • Complimentary access to keynote session • Daily breakfast, receptions and dinners applicable to your registration type The Tuesday equal-share dine around dinner is additional. Fees for the PKF North America arranged optional activities and the equal-share dine around will be billed following the conference. Payment is not required with registration. Your firm will be billed the registration fee the month prior to the conference.
PAYMENT AND CANCELLATION POLICIES Your firm will be billed the registration fee the month prior to the conference. Activities and Dine Around charges will be billed following the conference.
Cancellation Policy: If your plans change and you are no longer able to attend the program and/ or an equal-share dinner, be sure to cancel at least seven (7) business days in advance to avoid a fee. If you cancel within seven (7) days, you will forfeit 50% of the registration and/or dinner fees. “No shows” for any program and/or dinner will forfeit 100% of the applicable cancellation fees.
Hotel Cancellation: Cancellation for your room accommodations may be made up to 72 hours/(3) days prior to arrival date. Cancellations received after this time will be subject to one night room and tax.
Transportation
Charleston Carriage Tours
GETTING AROUND
SPECIAL THANK YOU TO OUR SPONSORS
Airport Charleston International Airport (CHS) Travel Time: 25 minutes; Distance: 12 miles
PKF North America thanks the following organizations for their generous sponsorship.
Directions to the Hotel Head west toward Air Park Road. Take a slight left onto Terminal Blvd. and continue onto International Blvd. for two miles. Then turn left onto W. Montague Ave. In less than a mile turn right onto I-26E toward Charleston and continue for 7 miles. Then take exit 221B on the left for Meeting Street, toward the Visitor Center. Turn right onto Meeting Street and continue for 1.3 miles. Belmond Charleston Place hotel will be on your right. Guest parking can be accessed on Meeting Street; the entranceway is located on the right just before the hotel.
Hotel Parking Valet and self parking can be accessed one of two ways. Heading south on Meeting Street, one parking entranceway is located on the right just before Market Street. The parking area can also be accessed from Hasell Street, heading south on Meeting Street, turn right onto Hasell Street and within that block, the entranceway to parking will be on your left.
Rental Car Take advantage of special car rental pricing for PKF North America members by using the following vendors and corporate discount codes (cdc). Alamo: 877.222.9075 (cdc 660401) Budget: 800.218.7992 (cdc Y069454) National: 877.222.9058 (cdc EP101795)
AVIS: 800.222.2847 (cdc X249858) Hertz: 800.654.3131 (cdc 1846863)
Car Service Marquee Limo Company provides transportation to/from the Charleston airport and the Belmond Charleston Hotel. To utilize their service, you may reserve via their website http://marqueelimoco.com or you may also call 843.530.3257 to schedule the service. The cost is $84 for a sedan.
DRESS ATTIRE / WEATHER Business Sessions: Business Casual/Smart Casual with dress slacks and collared shirt/jacket/sweater as options for men and dress slacks/skirt with sweater/blouse/jacket as options for ladies. Evening Functions: Smart Casual with dress slacks collared shirt/jacket/sweater as options for men. Skirt, dress or pants complemented by blouse/sweater and light wrap as options for ladies. Optional Activities: Wear comfortable walking shoes for the Optional Activities. Hat and sunscreen advised for outdoor activities. Average Charleston Temperatures: Average highs in the upper 60’s and average lows in the mid 50’s. 23
PKF North America is a strategic affiliation of legally independent accounting firms. Our mission is to foster the independence, profitability and sustained growth of our members. PKF North America 1745 North Brown Road, Suite 350 Lawrenceville, Georgia 30043
CALL TODAY 770 279 4560
VISIT US AT www.pkfna.org Š 2015 PKF North America