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Tracks 

Consulting & Reselling (CR)

Consulting & Reselling (CR)

Specific CR Sessions IT Consulting (ITC) Large Firms (LCR)

Internal Tech Leaders (ITL - Tactical))

Internal Tech Leaders (ITL - Strategic)

Saturday, December 3

 

7:00 P.M.

11:00 PM

Optional Evening at III Forks.

A top rated Austin Restaurant.

 

Email ITA to sign-up. We will bill after on a cost-share basis usally $125ish.

Sunday, December 4

 

8:00 AM

4:00 PM

 

Optional Biking and Golf - Email ITA to sign-up. Details to follow.

 

12:00 PM

4:00 PM

 

Intacct Partner Meeting (Invitational)

 

3:00 PM

4:30 PM

Thomson Reuters / SurePrep Cradle to Grave Tax Workflow Solution (Invitational)

3:00 PM

8:00 PM

 

Registration

 

5:00 PM

6:30 PM

 

Welcome and New Member Introductions, Keynote Presentation "The Shift Age"

 

6:30 PM

8:00 PM

 

Networking Reception (Hors d'oeuvres, Beverages) - Dinner on Your Own

 

Chat with vendors and all ITAers in attendance. Make plans for Dinner afterwards.

Monday, December 5

 

7:00 AM

8:00 AM

 

Registration, Full Breakfast & Networking

 

8:00 AM

9:15 AM

Introductions & Meeting Details, Keynote Presentation "Get Out of IT While You Can"

   

The Big Shift:

 

ITC - CompTIA's Transforming Your Business to the Cloud - Marketing

 

Roundtable Discussions (See topics in Session Descriptions)

9:30 AM

10:45 AM

Survival or Opportunity? Reinventing Your Firm

Where is Our New Business Coming From?

Roundtable Discussions (See topics in Session Descriptions)

   

The Big Shift:

 

ITC - CompTIA's Transforming Your Business to the Cloud - Sales

 

11:15 AM

12:30 PM

Survival or

Opportunity? Business

Models

Business Growth

Opportunities With

Document Management

The IT Role of the Future: Moving from Infrastructure to Innovation and Service

12:30 PM

2:00 PM

 

Luncheon & Networking

 
   

The Big Shift:

       

2:00 PM

3:15 PM

Survival or Opportunity? Enhancing Your Service Portfolio

Growing Your Business by Selling to Your Existing Client Base

ITC - CompTIA's The Unified Communications Continuum

IT Role of the Future - Group Discussion

IT Role of the Future - Group Discussion

3:45 PM

5:00 PM

Modeling Your Business for Success

Merger & Acquisition Opportunities in the IT Services Market

ITC - What's Happening in My Practice

The Cloud - What Are We using and What Are The Results

Future State CIO

5:15 PM

6:15 PM

Getting to Know One Another

 

LCR Getting to Know One Another

 

Open

Open

 

(Invitational)

 

6:30 PM

10:30 PM

ITALand's City Limits Party - In the Hotel's Penthouse Lounge Overlooking Austin Enjoy the Food and Live Blues Music Famous to Austin

Tuesday, December 6

 

7:00 AM

8:00 AM

 

Full Breakfast & Networking

 
   

The Cloud - Understanding What It Is and Where It's Headed

What’s New in Social Media – The Ever Changing Landscape

   

Strategic Product Roadmaps:

8:00 AM

9:15 AM

LCR - Are You Building Sustainable Value? How Are You Measuring and Managing It?

CCH

#

   

A Comparative Debate About the Cloud vs Traditional Models

Using Social Media to Generate Revenue - Real World ROI Examples

 

Strategic Product Roadmaps:

9:45 AM

11:00 AM

 

Thomson Reuters

#

11:30 AM

12:45 PM

The Cloud - SaaS Best Practices

The Social Business Imperative

LCR - Communications Strategies to Create a One Firm Culture

The Roadmaps: Discussing What We Learned, Know, and Believe

12:45 PM

1:45 PM

 

Luncheon & Networking

 
   

Evaluating New ERP Products - Lesson's Learned

All Wisdom Begins With The Definition of Terms:

 

Data Loss Prevention Technology

Business Intelligence - How We Are Using BI for Dashboards and Scorecards

1:45 PM

3:00 PM

ITA's Project Management Glossary

LCR - Open Discussion

3:15 PM

4:15 PM

Give Me a WOW, Give Me an OOPs….

 

SharePoint - A Tactical Reality Check

SharePoint - A Strategic Reality Check

4:25 PM

4:45 PM

 

Consulting Wrap Up

 

ITL Wrap Up

Wednesday, December 7

 

9:00 AM

1:00 PM

 

NetSuite's The ROI of Cloud Computing for VARs Workshop (Invitational)

 

1

8:00 AM

12:00 PM

 

Star User Group Meeting (Invitational)

 
 

Mark Your Calendar - Spring Collaborative, May 6-8, Marriott's Harbor Beach, Ft. Lauderdale

Registration and Room Reservations

To register you and your TeamSend an e-mail to Jo Ann at ITA

Meeting Fees

Consultants/Resellers

Members - $650 First and Second Person, $550 for 3 or more from the same firm.

Nonmember $1200

Internal Tech Leaders

3 people are prepaid with your dues

Additional people - $650

Vendor Members

Alliance Partners (APs) – 2 people prepaid with your dues. $650 Each Additional

Affinity Partners & Vendors to Profession (APVs) – 1 person is prepaid with dues. $650 Each Additional

Consultants to the Profession (CTPs) – 1 person prepaid with your dues. $650 Each Additional

Companions – Sunday & Monday Night Events - $200. Sunday is $50. Monday is $150.

When in doubt – Ask Jo Ann

Cancellation / Substitution Policy Meeting cancellations will be honored up to November 23 with no obligation. A modest administration fee may be charged after that date. Substitutions will be honored.

Please email Jo Ann the following information for EACH planned attendee. You will receive a confirmation and an invoice. We take Checks, VISA or MasterCard.

Hoping there will be multiple registrations to take advantage of our “reduced rate” – More registration tables like this are provided on the next page.

Fullname

Nickname (Joe for Joseph)

Firm/Company

Address

City, State, Postal code

Preferred Business Phone

Email

Meeting Track if Known: CR, ITL, ITC, LG Firms

To make your Hyatt Regency Room reservations…Before the 11/10 Cutoff

Online Room Reservations are Preferred. Please click here to do so.

By Phone, call:

Mention ITA – Information Technology Alliance

1-888-421-1442

$189 discounted rate (+15% occupancy tax)

Single or Double Occupancy

Wired and Wireless internet included

Rates are good 3 days prior and after, based upon availability

Upgrades available to Riverview King or Double/Double at $219 rate (+15% occupancy tax)

Fullname

Nickname (Joe for Joseph)

Firm/Company

Address

City, State, Postal code

Preferred Business Phone

Email

Meeting Track if Known: CR, ITL, ITC, LG Firms

Fullname

Nickname (Joe for Joseph)

Firm/Company

Address

City, State, Postal code

Preferred Business Phone

Email

Meeting Track if Known: CR, ITL, ITC, LG Firms

Fullname

Nickname (Joe for Joseph)

Firm/Company

Address

City, State, Postal code

Preferred Business Phone

Email

Meeting Track if Known: CR, ITL, ITC, LG Firms

Fullname

Nickname (Joe for Joseph)

Firm/Company

Address

City, State, Postal code

Preferred Business Phone

Email

Meeting Track if Known: CR, ITL, ITC, LG Firms

Fullname

Nickname (Joe for Joseph)

Firm/Company

Address

City, State, Postal code

Preferred Business Phone

Email

Meeting Track if Known: CR, ITL, ITC, LG Firms

Session Content Descriptions 2011 ITA Fall Collaborative

Keynote Sessions

The Shift Age The Shift Age is about humanity's new era. As the Information Age gives way to the Shift Age, we are entering a time of transformation and change that offers both great risk and incredible opportunity. Why do things happen so fast? Why do we feel unsettled, even out of control? David Houle identifies and explains the dynamics and forces that already have reshaped and will continue to reshape our world for the next 20 year.

Get Out of IT While You Can! Although our Monday keynoter isn’t really suggesting that you sell your IT firm or quit your IT job, he is suggesting that you need to change at how your deliver services to your clients, whether they be clients of your consulting and reselling firm or clients of your CPA firm. Craig Schiefelbein’s presentation, based on his book, Get out of I.T. While You Can, will explore how by “getting out of IT” we can get to a better place in our life and our career.

Consulting & Reselling (CR) Track

Firm of the Future – The Big Shift: Survival or Opportunity? – A 3 Session Deep Dive The consulting and reselling environment is changing more now than it has in the last 30 years. The variety of new products and services, new publisher reselling requirements and other factors are causing many of our ITA members to review what they need to do to continue to be successful in this new environment. This threesession deep dive will provide insight on how to reposition your firm to address these new challenges.

(Session 1) The Big Shift: Survival or Opportunity? Reinventing Your Firm In this first session, we’ll get the perspective of an industry consultant who has worked with many resellers who are examining how to reinvent their firms. We’ll look at how master VAR programs, buying groups and other new methods of doing business are being pursued by consulting firms. We’ll also discuss how many VARs are looking at introducing new services and complimentary products to be more competitive.

(Session 2) The Big Shift: Survival or Opportunity? Business Models What are you doing to change your business to adapt and thrive? Do you see opportunity in this new climate of change and uncertainty? Is there one answer or multiple? Join your peers in a panel discussion as they share their thoughts and approach on evolving their business to “survive” or “capitalize”?

(Session 3) The Big Shift: Survival or Opportunity? Enhancing Your Service Portfolio What are you doing to change your business to adapt and thrive? Do you see opportunity in this new climate where trust has been eroded? As you add services and products how do you cope with new technologies, competition, consolidation and transitioning employees? Join your peers in a panel discussion as they share their thoughts and approach on evolving their business to “survive” or “capitalize”?

Where is Our New Business Coming From? In this session we’ll be passing the microphone to hear members share where their new business is coming from. Has your new business come from Google ads, LinkedIn ads, etc.? Has new business come from working the phones? Has new business come from a focus on finding and giving referrals, traditional marketing? This session relies on your answer to the question “Where is new business coming from?” We’ll also share results from a preconference member survey on different business development sources.

Business Growth Opportunities With Document Management Being developed

Growing Your Business By Selling to Your Existing Client Base Are you achieving all the revenue possible from your existing client base? Please join us for this panel presentation and learn innovative ways your colleagues are marketing, communicating and packaging services to drive new revenue streams.

Modeling your Business for Success Creating a Profitable Business Regardless of the Model You Work Within

If you are a business owner, you are currently experiencing one of the most significant and difficult paradigm shifts in the history of our industry. Whether you are focused on onpremise solutions, ondemand solutions, volume business, complex sales, services centric or even those that are trying to plan their exit strategy, this session will give you an entirely new perspective on how to plan, model and manage your business. This session is 30 year in the making. It was created with input from literally hundreds of VAR's throughout North America. It has application and implications for any business owner trying to determine "how to make money" in this crazy and everchanging marketplace. Don't miss this chance to not only hear what needs to be done, but to actually see an example of a modeling tool that is giving partners all over the world a new look at partner profitability!

Merger & Acquisition Opportunities in the IT Services Market The recent performance of the capital markets and other leading indicators point to an uncertain economy and possibly a slow rebound in M&A activity for most small and mediumsized companies. However, M&A activity in the IT service sector is relatively strong because investors are excited about newer technologies like cloud computing, the SaaS model, and managed services. In the first part of the presentation we will discuss trends in the M&A market for IT companies. Then we will discuss what makes IT service companies attractive. We will present the M&A process and highlight the differences between buying and selling. Whether you are looking to buy an addon to your practice or sell/spin off a portion of your business, this presentation will help you understand the current M&A marketplace for IT firms.

Cloud Deep Dive – A 3 Session Deep Dive We will be hosting a series of three cloud computing strategy sessions this year at the Austin event. Feel free to attend any of them individually or stay for all three.

(Session 1) The Cloud Understanding What It is and Where it's Headed Part one of the series will include a 30,000 foot overview of what cloud computing actually is. What is the difference between Public vs. Private Cloud options? Is hosting the same as cloud computing? This will be a customer centric driven session focusing on the needs of your install base. We have found that even with all of the education there is a great deal of misunderstand and confusion surrounding what the words Cloud Computing actually means to different people. We guarantee you’ll come away with a higher level of clarity about the Cloud if you attend!

(Session 2) The Cloud A Comparative Debate About the Cloud vs Traditional Models Part two of the series will be an interactive panel of participants representing private (ASP), Public (SaaS / Cloud), On Premise, and Hybrid models. The panelists will be there to debate the pro’s and con’s of each type of solution and debunk common myths surrounding the abilities and limitations of each product or service. We strongly encourage you to ask questions about what products are best for your clients and the demands of your evolving business. Part two is guaranteed to be a very interesting conversation which encourages open and friendly debate amongst all members.

(Session 3) The Cloud SaaS Best Practices Part three of the cloud sessions will be all about the money. Can your business monetize SaaS based solutions? Can you build your around nothing but SaaS? Where does the revenue come from? And how do I grow my business. We will have both SaaS resellers and SaaS vendors presenting at this event. Learn how recurring revenue can make your business more valuable. The real question to ask yourself is this…if you choose not to sell SaaS solutions, what will happen to your business as the Internet continues to evolve?

What’s New in Social Media The Ever Changing Landscape What’s new in the social media landscape? Kim Josephs, Social Media expert, will discuss the latest trends in the social media arena. Kim is passionate about social media, technology, finding a better way and making a difference.

Using Social Media to Generate Revenue Real World ROI Examples Learn from a small, diversified, group of some of the industry’s most creative minds, who have teamed together to create an innovative approach to generating leads and customers through Facebook, LinkedIn, YouTube, and Twitter.

The Social Business Imperative According to a 2011 Gartner Group report, “there is one absolute about Social CRM: it will be mandatory, not optional, for the majority of organizations. Bill Gates says: “social networking type applications will be as ubiquitous in the workplace as Microsoft Office tools and will likely replace email as the dominant form of corporate communications.” A 2010 McKinsey study determined that organizations using social business software attain measurable increases in revenue, successful product innovation, and customer satisfaction while reducing costs. This session will provide useful information on the huge ($4.6 billion)projected social business market, and share approaches ITA members can use to diversify and capitalize on this growing opportunity with industry leading cloud/SaaS based solutions for verticals such as associations and non profits.

All Wisdom Begins with the Definition of Terms: ITA's Project Management Glossary The project management committee will present the new glossary of terms for adoption by the membership. It will be a highly interactive working session as each participant will be given time to read the definitions and make any suggested revisions to them. After that is complete, a vote will be taken to adopt the terms for use at all member firms. In the remaining time we will brainstorm topics for future project management sessions.

Evaluating New ERP Products Lesson's Learned! Many VARs have (or are looking to) diversify their ERP solution portfolio. This might be motivated by the desire to have products at different price points; products utilizing different platforms and technologies; concern over being too overly invested with any one publishers; as well as custom and market demand. This session will be a frank discussion of the pros and cons of diversifying product portfolios. Our panelists will share the reasons they looked to expand their offerings, what ultimately influenced their decision, what kind of strain it put on their organization and what benefits have resulted. This session will be restricted to VARs only.

Give me a WOW, Give me an OOPS… Answering the questions “ What was the best thing you did in the last six months?” and “What was the worst thing you did in the last 6 months?” this session will rely on audience participation where members share a “WOW” and an “OOPS”. Have you found a great money saver? That’s a WOW! Have you found a great marketing strategy? That’s a WOW! Have you fine tuned some process? That’s a WOW! Have you found a way to leverage technology? That’s a WOW! Just about anything that has had a positive impact on your business and given you an advantage qualifies as a WOW! The OOPS is where we let others learn from our mistakes. Always fun and helpful, this session celebrates the WOWS and warns against the OOPS. Please come ready to share.

IT Consulting Topics

We are excited to introduce a new concept this fall for our ITC track. We have many ITA firms that are involved with the sale and implementation of infrastructure, managed services, unified communications and cloud based services. In addition, many of our members are considering moving into the ITC services arena. We have partnered with the professional education division of CompTIA, a leading industry trade association focused on the certification of ITC professionals, to provide modules from their training catalog. The CompTIA instructor led sessions are as follows:

(Session 1) Transforming Your Business to the Cloud – Marketing CompTIA’s Cloud Channel Training This overview helps solution providers understand the implications of cloud computing on their marketing strategy and helps them align marketing goals, tactics and investments with a new cloud sales model. Attendees explore a variety of marketing approaches to cloud solutions, discuss messaging, learn how to target new buyers, review tactics and walk away with a marketing readiness checklist

(Session 2) Transforming Your Business to the Cloud Sales Execution CompTIA Cloud Channel Training: Sales Execution

The sales execution module helps solution providers gain a better understanding of how to build a successful cloud

business practice and to recognize the differences from selling traditional licenses.

needed to make decisions on the best approach to sales in the cloud environment, as well as best practices from experienced cloud solution providers

This session provides the foundation

(Session 3) The UCC Continuum CompTIA Channel Training What do unified communications mean to your business clients? In this section, participants explore the scope of unified communications, including how it benefits employee productivity and workgroup collaboration, as well as its ability to enhance and integrate a number of significant business systems and processes. Participants begin by identifying and evaluating their readiness to deliver these solutions to their customers. This session touches on four key components, including: identifying end user pain points, developing solutions to address such pain points, discussing the benefits and challenges of UC solutions, and determining the best market/segment opportunities.

What’s Happening in My Practice In addition to the CompTIA instructor led sessions, we’ll provide a time for open discussion of issues facing our ITC focused members. Whether it’s a product and service issue, a question about how to compensate and motivate your staff or some other topic, there will be time allocated during our open forum to collaborate with your peers. We’ll also start planning for the spring meeting by discuss topics you want to see included in future educational tracks.

CR Large Firm Topics

Within the ITA consulting and reselling (CR) member firms are a subset of members whose practices are multi regional, or national, in scope, and who generate revenues well in excess of 8 million dollars each year. These firms have special challenges around questions of how to standardize policies and practices, whether to centralize vs decentralize the delivery of admin, support, and even new project services, the challenges of compensation and performance evaluation, effective planning and control, and a myriad of other issues. This meeting we will be devoting time to a couple of breakout sessions designed to address those special challenges and to allow fellow ITA’ers to weigh in their experiences and opinions.

Getting to Know One Another (Invitation Only please) Since we are still in “startup mode” with this new ITA initiative, this session will allow the large firm members a chance to better get to know each other, and to brainstorm further on how they want to spend their time together in future meetings. What are the pressing issues, and how should we explore them?

Are you Building Sustainable Value? How Are You Measuring and Managing It? All business owners have a primary goal of receiving a large “one time” pay day when they exit their business, but building long term value may have short term profitability consequences. In this session, we will explore the key business value drivers and the key performance indicators used, by our large group member VARs, to measure and manage their business.

Communications Strategies to Create a One Firm Culture Perhaps you’ve experienced organic growth and are now adding new employees to service a second or third new geographic location. More success and you’re adding new products or services that take you beyond your existing regional coverage model. Following those progressions you have an opportunity to acquire a small firm in a new market and add 500 customers and 12 employees with a single transaction. Over time these new and exciting opportunities continually surface for the growth minded IT consulting firm. This session will be a panel discussion where we will discuss how to establish strategic messaging. The process for communicating this message to your employees and creating tactical actions will be explored. Meeting cadence, process, and methods for best practices will be reviewed. Insights will be provided to assist you in yielding the “one firm” culture and mentality.

Large CR Firm Open Forum We’ll provide time at the end of our day two large firm sessions to allow members to conduct an open forum discussion of issues that they are facing. Whether its sharing a recent success, discussing a current issue or collaborating on a new service idea, there will be ample time for our larger CR firms to enter into an open dialogue about pressing topics in their organizations.

Internal Tech Leaders (ITL) Track

Tactical Sessions

Tactical Roundtable Discussions These ever popular sessions will once again be focused on topics chosen by the committee as noted below:

Capacity Planning: how are firms doing it; what tools are being used?

Content management: how are firms managing knowledge, video, web content?

Security awareness: how are firm’s raising security awareness of individual partners and staff?

Responding to Prospect/Client Security Inquiries: how are firm’s responding to the increasing pressure from prospects and clients to know more about the firm’s security program?

The IT Role of the Future: Moving from Infrastructure to Innovation and Service As a follow up to Craig Schiefelbein’s keynote presentation featuring the story of Charlie a true story of an IT Director; Craig will host a joint session of the Strategic and Tactical IT Leaders in which Craig will dive deeper into later themes in his book related to Purpose for IT Teams and Moving in the Right Direction for IT teams. Craig will share his observations related to Leading IT Organizations and will ask ITL participants to share their thoughts and experiences within their own organizations. This will be an interactive session; bring your thoughts and ideas and help make this a lively and meaningful exchange of ideas.

IT Role of the Future Tactical Group Discussion In the format of a Group Discussion facilitated by Barry Robinson, the ITL Tactical Session participants will be asked to discuss topics that aroused their interest from the previous Get Out Of IT sessions. Group discussion topics will include:

What part of Craig’s message particularly resonated with you/why?

What small steps can we take that will help start the journey?

What are the internal factors that hold us back from being more service/partner/value oriented as I.T.? How do we change that?

What are the external forces that hold us back from being more service/partner/value oriented as I.T.? How do we change that?

The Cloud What Are We Using and What Are The Results In this facilitated panel discussion you will learn how the Member Firms are currently utilizing the Cloud.

What services or applications are currently being provided to their user community from the Cloud

Which provider(s) are being utilized?

How were the risks mitigated with the Cloud offering?

What other services do you plan on moving to the Cloud within the next 12 months? 24 months?

What additional risks do you perceive?

Strategic Product Roadmaps: Thomson Reuters and CCH Joining us will be representatives from CCH and Thomson Reuters. Each will provide an overview of their product roadmaps, including not only major product enhancements, but also plans for mobile apps and use of cloud technologies. They will also explain their commitment to serving and supporting large firms in our industry, as well as, their view of the top 5 issues facing CIOs in the next 3 5 years.

The Roadmaps: Discussing What We Learned, Know, and Believe As a facilitated group discussion, we will discuss the presentations from Thomson and CCH, their implications for the industry and individual firms, and what firms should be doing as a result.

Data Loss Prevention Technology We go to great pains to ensure that our data is secure by requiring passwords, data encryption, firewalls and a whole host of other defensive measures to keep the “bad guys” out. However, what can we do to ensure our own employees are not responsible for exposing this data (intentionally or otherwise)? Email – both company and personal – file sharing sites, mobile devices, etc are all ways that company data is routinely lost. Policies can certainly help in this regard but without some kind of monitoring\enforcement measures, policies are often forgotten or ignored. Data Loss Prevention (DLP) is one potential way to mitigate this risk. DLP is a security term that refers to systems that discover, monitor and protect confidential data. In this session, you will learn about the different types of DLP available, some of the “challenges” or “gotchas” associated with deploying DLP and some “war stories” highlighting the kinds of data that is leaking from companies prior to implementing DLP.

SharePoint A Tactical Reality Check Attend this interactive session and hear panelists and the audience discussing SharePoint strategies being deployed in our firms today. You’ll learn about ROI expectations and realization, content and taxonomy governance, and integration with other systems. We’ll also be discussing many tactical items such as implementation ideas and best practices, resource requirements, infrastructure design, and security.

Strategic Sessions

Strategic Roundtable Discussions These ever popular sessions will once again be focused on topics chosen by the committee as noted below:

Executive Communication: what do the CEO, COO, and governing board really need/want to know about IT?

IT Performance Metrics: how are firms measuring IT performance and business value?

Data classification: who has a formal data classification system, and how are they using it? Larson Allen’s model is one example.

Centers of Excellence: who has implemented them, how are they structured, how successful have they been?

The IT Role of the Future: Moving from Infrastructure to Innovation and Service As a follow up to Craig Schiefelbein’s keynote presentation featuring the story of Charlie a true story of an IT Director; Craig will host a joint session of the Strategic and Tactical IT Leaders in which Craig will dive deeper into later themes in his book related to Purpose for IT Teams and Moving in the Right Direction for IT teams. Craig will share his observations related to Leading IT Organizations and will ask ITL participants to share their thoughts and experiences within their own organizations. This will be an interactive session; bring your thoughts and ideas and help make this a lively and meaningful exchange of ideas.

IT Role of the Future – Strategic Group Discussion In the format of a Group Discussion facilitated by Mark Baker, the ITL Strategic Session participants will be asked to discuss topics that aroused their interest from the previous Get Out Of IT sessions. Round Table discussion topics will include:

How do we define success – in terms of successful projects/investments/up time or in terms of overall business success?

What small steps can we take that will help start the journey?

How do we work with our various “IT Tribes” and move them beyond technical/tactical? What holds them back? What will enable them?

IT solutions don’t yield competitive advantages in and of themselves. IT can help support a culture of innovation & agility. What the opportunities/leverage points within our firms?

Do you feel that your firm leadership views your I.T. as a strategic asset to the firm? How do we think we can change that perception?

Future State CIO CIO’s are being challenged to act and think more like business executives and less like IT managers. This session will delve into the CIO Executive Council’s Future State CIO framework that describes the skills and competencies that CIO’s need to develop to adapt to the changes and challenges that they will face in the future. CIO’s and those who aspire to be a CIO will benefit from this perspective on what it takes to succeed as a CIO.

Strategic Product Roadmaps: Thomson Reuters and CCH Joining us will be representatives from CCH and Thomson Reuters. Each will provide an overview of their product roadmaps, including not only major product enhancements, but also plans for mobile apps and use of cloud technologies. They will also explain their commitment to serving and supporting large firms in our industry, as well as, their view of the top 5 issues facing CIOs in the next 3 5 years.

The Roadmaps: Discussing What We Learned, Know, and Believe As a facilitated group discussion, we will discuss the presentations from Thomson and CCH, their implications for the industry and individual firms, and what firms should be doing as a result.

Business Intelligence – How are we Using BI for Dashboards and Scorecards? BI has been a buzzword for years, and Microsoft still claims the most widely used BI tool in the world…our friend Excel. But how are your peer firms using BI to advance their corporate strategies today? What information do professionals and leaders consider the most valuable? What tools are being used? Who owns the BI initiative? Listen to a panel of (insert names/firms here ) discuss these and other questions about what has made their BI initiative successful.

SharePoint A Strategic Reality Check Attend this interactive session and hear panelists and the audience discussing SharePoint strategies being deployed in our firms today. You’ll learn about ROI expectations and realization, content and taxonomy governance, and integration with other systems. We’ll also be discussing many tactical items such as implementation ideas and best practices, resource requirements, infrastructure design, and security.

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Geoffrey Ashley SugarCRM, Cupertino, CA John W. Austin Austin Dale Group, Austin, TX Mark Baker Wipfli, LLP, Madison, WI Ray Barlow CCH, a Wolters Kluwer business, Hollis, NH Thor Bendickson Tribridge, Tampa, FL Jo Ann Benzer Information Technology Alliance, Scottsdale, AZ April Blankenship Altec, Laguna Hills, CA Jered Cady Synergy Business Solutions, Seattle, WA

Howard Cohen CompTIA

Kevin Cumley Forepoint, Helena, MT Robert J. Dale Austin Dale Group, Austin, TX Debbi Danielson Plante & Moran, PLLC, Southfield, MI Douglas S. Deane DSD Business Systems, San Diego, CA Kevin Dudevoir Altec, Laguna Hills, CA George A. Dufour CBIZ, Inc., Cleveland, OH Chris Faist ICS Support, Inc., Redmond, WA Pat Falle Avalara, Rochester Hills, MI Gary Farrar BKD, LLP, Springfield, MO Kevin Fraase Eide Bailly LLP, Fargo, ND Eric Frank NexTec Group, Inc., Seattle, WA Robert Gaby Arxis Technology, Inc., Simi Valley, CA Mike Gerhard BDO USA, LLP, Grand Rapids, MI Clark Haley BCS ProSoft, Inc., San Antonio, TX Lynne Henslee e2b teknologies, Inc., Chardon, OH David Hirschkorn Eide Bailly LLP, Fargo, ND Kimberly Hogan Fujitsu, Sunnyvale, CA David L. Holyoak Grant Thornton LLP, Oakbrook Terrace, IL David Houle David Houle & Associates, Chicago, IL Scott E. Irwin Aktion Associates, Inc., Maumee, OH Matt Jagst Thomson Reuters, , Jeff Johnson L. Harris Partners, Eden Prairie, MN Steve Jones Explore Consulting, Bellevue, WA Dennis Karus Software Link, Alpharetta, GA Ed Kless Sage, Allen, TX Kevin M. Martin Martin & Associates, Cincinnati, OH Michael McClain Grant Thornton LLP, Oakbrook Terrace, IL Craig McCollum True North Strategists, Woodinville, WA Chris J. Milan Tribridge, Inc., Tampa, FL Mike Nafziger McGladrey, Minneapolic, MN B. J. O'Reilly ISM, Portland, OR Martin D. Palmer Bellamys IT, Bonney Lake, WA Chuck Riordan Check Point Software, Redwood City, CA Barry Robinson Clifton Gunderson, LLP, Middleton, WI Craig Schiefelbein Paragon Development Systems (PDS), Oconomowoc, WI Stacy Schuettler LBMC Technologies, LLC, Knoxville, TN Wayne Schulz DSD Schulz Consulting, LLC, Glastonbury, CT Thomas R. Siders L. Harris Partners, Eden Prairie, MN Edward Solomon Net@Work, New York, NY Jim Tarala Schenck SC, Appleton, WI Dawn R. Westerberg Dawn Westerberg Consulting, Austin, TX Bryan L. Wilton InterDyn BMI, Houston, TX Mark Yohai Avectra, McLean, VA

NASBA Registry Information

Credit Hours: Up to 16 hours of CPE available.

Learning Objective: Depending upon the sessions you choose to attend, you will learn best practices and hear what other industry leaders are doing with respect to:

current and emerging technologies, practice and project management, staffing, marketing, and customer/client service.

Program Content: The program will feature three tracks of educational content:

IT Software Consulting (Sales, Support and Implementation), Internal IT for large CPA Firms, and IT Client Infrastructure & Managed Services Consulting. In each track, sessions will be offered about the latest technologies or practice methodologies that will enable member clients or their businesses to be more successful.

Fields of Study:

Business Management and Organization Finance Management Advisory Services Marketing Communications Personal Development Personnel/HR Computer Science Statistics

Level – Update Prerequisites – Minimum 3 Years as an IT Consultant or Technician Advance Preparation – None Instructional Delivery Method – Lecture & Discussion

NASBA Registry of CPE Sponsors

Information Technology Alliance (#107740) 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Administration Records are maintained in accordance with CPE requirements. Questions, concerns or for more information regarding administrative policies such as complaint or refund should be made in writing to ITA Headquarters, 23940 N. 73rd Place, Scottsdale, AZ 85255-3425, Telephone (480) 515-2003.