Presentation by Kim Fantaci, Executive Director of Association of Accounting Administartors to AICPA - CPA-SEA Interchange Conference on July 31, 2009 in Orlando, Florida
1. AICPA & CPA/SEAInterchange Conference What You Really Need to Know About CPA Firms Kim Fantaci, AAA Executive Director Dennis Lemieux, AAA Director of Professional Awareness and Director of Operations ofBerry, Dunn, McNeil & Parker July 30, 2009
18. Accountability“It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change.” – Charles Darwin
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20. Under-developed skill sets (leadership, communication, time management and organization, analytical and technical skills)
23. Promoting the CPA exam and career (understand the “new exam”, track progress, support the swearing-in ceremony, create and reinforce a culture that celebrates CPAs)
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25. Retaining staff and effectively communicating the challenges of the firm and clients
26. Striving to understand the next generation and creating a culture of learning, coaching, mentoring and nurturing
32. Economic factors driving firms towards optimizing efficiency and standardization“The technology used by firms both to directly provide service to clients and to manage the practice are essential to productivity.” – Isaac M. O’Bannon
40. Association for Accounting Administration More than 930 professionals managing accounting practices are members of the Association for Accounting Administration. The AAA’s vision is to be the number one resource for best practices in the accounting profession providing member and firm value resulting in high quality management and administration.
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42. AAA member firms are represented in all 50 states and nearly all Canadian provinces with 22 chapters throughout the United States and Canada.
43. AAA members have between 3 months and 32 years of experience with the average member having 7 years of experience in the accounting profession.
63. Remember if administration professionals are not members of the State Society – give them billing coordination abilities like usernames and passwords
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65. CPE tracking will be easier for the firm and therefore the State Society
78. Ability to host webinars to connect effectively and efficiently with administration professionals
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80. State CPA Societies are invited to send their Executive Directorsor Presidents to the AAA National Practice Management Conferencewith the registration fee on us!
81. Thank you! Association for Accounting Administration136 South Keowee Street Dayton, Ohio 45402(937) 222-0030 | Fax (937) 222-5794 aaainfo@cpaadmin.org | www.cpaadmin.org