James Cliame
QuickBooks Ask the Expert
Friday, August 14
10:50–11:50am
Common QuickBooks Mistakes Clients Make and How to Fix Them
Saturday, August 15
2:00–4:00pm
James Cliame is the owner of Net Result. Prior to that, as controller for the makers of Versa Check Software, he managed the growth from 10 employees to over 200. He has been a Mas90 reseller and for the last 15 years has concentrated on the smaller businesses that need a mid-market solution without the mid-market expense. As such, Net Result's staff - using QB Enterprise - has been able to save thousands of dollars for many clients who were looking at alternative products.
Jeffrey L. Condon, Esq.
The Right Way and the Wrong Way to Leave Money to Your Children (and Others)
Thursday, August 13
10:45–11:45am
Jeffrey L. Condon is an attorney at Condon & Condon in Santa Monica, California, where he has practiced in trusts, estates, and family inheritance planning for twenty years. With his late father, Gerald M. Condon, he is the coauthor of Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others), which is the bestselling inheritance planning book in American publishing history, and was called "the best estate planning book in America" by the Wall Street Journal. He is a frequent public speaker and commentator, having appeared on CNN and CNBC, and has conducted seminars for a multitude of organizations and charities, including Merrill Lynch, Charles Schwab, Washington Mutual Bank, and American Insurance Company.
JoAnn Contorno
Adding Passion to Your Bottom Line
Thursday, August 13
During the NSA Business Session 1:30–4:00pm
JoAnn Contorno is a spirited and dynamic speaker who has a positive impact when entertaining audiences with warmth, wit and humor. Her book, Pathway to Passion, is a must read to instill enthusiasm in your occupation and life. She has shared her motivational tools with hundreds of corporations, government agencies, schools and private organizations. Working as a sports motivator, she took a previously unranked team to a national ranking in only one year. That program went on to win six national championships.
Joe Goldberg, Accredited Investment Fiduciary, CRPS
Getting the Most Out of Retirement Plans
Friday, August 14
10:50–11:50am
As Director of Retirement Plan Services for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis; and for BAM Advisor Services, LLC, a service provider for Registered Investment Advisor firms across the country, Joe Goldberg helps businesses enhance their retirement plans by improving investment options, providing employee education and boosting participation. In addition to directing Buckingham's 401(k) business, he and his team support BAM firms in serving the 401 (k) marketplace by providing advisors with training and client service, leading client seminars and performing plan comparisons and analysis. Mr. Goldberg is an Accredited Investment Fiduciary and a Chartered Retirement Plan Specialist.
Joel E. Jacobson, EA
IRS Practice & Procedures (A Psychological Warfare Approach to Dealing with the IRS)
Thursday, August 13
8:00–9:50am
In addition to being a sole practitioner in both New Jersey and now Florida with his firm Creative Accounting & Tax Services, Mr. Jacobson’s career includes more than 10 years working for various CPA firms in New York and 2 years as an IRS Field Agent. Mr. Jacobson is licensed in New Jersey as a Public Accountant, is an Enrolled Agent. He is a frequent lecturer for many accounting and tax related professional organizations including NSA. Mr. Jacobson served as a member of NSA's Federal Taxation Committee Sept. 1992 to Sept. 1996 and as Vice-Chairman Sept. 1994 to Sept. 1995.
Patrick J. Kuhse
The Business of Ethics: Why Smart People Can Do Such Dumb Things
Saturday, August 15
During the Awards Breakfast 7:00–10:45am
Patrick Kuhse is one of the most in-demand speakers on business ethics. His dynamic presentations have entertained, enlightened and inspired over 100,000 participants. He works with universities and businesses in the development and education of their students and staff on how to recognize ethical dilemmas and implement effective critical thinking skills. Patrick was a Certified Financial Planner (CFP) and Registered Principal, working at many levels in the financial services industry from Registered Representative to Regional Vice President of a major financial services company. He will share his journey from prominence as a successful stockbroker to an international fugitive for four years and his subsequent self-surrender and incarceration for several years in both a foreign jail and U.S. prisons.
Erik H. Lindquist, CFE
Detecting and Addressing Fraud in Bankruptcy and Divorce
Saturday, August 15
11:00am–12:00pm
Fraud Prevention in the Small Business
Saturday, August 15
2:00–4:00pm
Erik H. Lindquist founded Lindquist & Associates, LLC in 2003 to provide a resource for clients who are in need of expert assistance in addressing their fraud prevention and examination needs. He is an adjunct professor of accounting at Lansing Community College where he teaches fundamentals of accounting and fraud examination, investigation and prevention. He has also been selected as an instructor for Central Michigan University's off campus programs where he teaches Fraud Examination Techniques to professionals from around the Midwest. He is a sought after speaker, having addressed numerous human resource, management and servicer organizations. As a Certified Fraud Examiner, he has met the stringent set of criteria including meeting strict character, experience and education requirements.
Peter J. Losavio, Jr.
Bankruptcy and Foreclosures
Friday, August 14
8:00–9:50am
Peter J. Losavio, Jr. has been practicing law for over 25 years in Baton Rouge, Louisiana. Mr. Losavio is certified by the National Academy of Elder Law Attorneys. He is one of only 300 attorneys in the United States with this certification.
Marcia L. Miller, MBA, EA
Ethics: What Every Tax Preparer Needs to Engrave in Their Thoughts
Friday, August 14
8:00–9:50am
What About the Retiree?!?
Friday, August 14
10:50–11:50am
As President of Financial Horizons, Inc, Marcia Miller has provided extensive tax and business advisory services primarily to corporate clientele for over 25 years. Besides being a good negotiator, and, as a licensed Florida mortgage broker, Marcia is able to structure and provide creative financing for both her corporate entities and individual taxpayers. Her lecture skills led her to be one of the favorite business professors at Nova Southeastern University in Fort Lauderdale, Florida and nationwide presenter of tax legislation seminars for Thomson Tax & Accounting's Bell Learning Series, offering insight as to its effect on today's taxpayers. Marcia enjoys sharing her diverse business knowledge with her audiences, assisting them with accurate resources so they may provide tax, financial, accounting, marketing and management advisory services to their own broad range of established businesses and taxpayers.
 Bill Parrish, ABA, ATA, ATP, ECS
More Than You Ever Wanted to Know About S Corporations!
Friday, August 14
8:00–9:50am
Bill Parrish is an accountant and tax professional serving clients in several states and is the founder and chief operating officer of (oneplusone)³. Additionally, he works for his wife, Cheryl, at her practice in Overland Park, KS. He has spoken at seminars for the Internal Revenue Service, accounting societies, and banking groups. He received the Golden Quill Award from the National Society of Accountants, their annual award for the best member-written article for their national publications and their highest annual award, the Distinguished Service Award. Bill has received the District Director's Award twice from the Internal Revenue Service, has served the Public Accountants Association of Kansas in numerous positions including President. He is a past member of the NSA Board of Governors and past Chairman of the Accounting Standards Committee. He is also past president and a past member of the ACAT Board of Directors.
Byron G. Sabol
Client Reviews: The Single Most Important Activity a Professional Service Firm Can Perform
Saturday, August 15
11:00am–12:00pm
Byron G. Sabol is an internationally recognized speaker, consultant and author on client development and personal communications. He has presented to audiences in three continents and has consulted to professional service firms and major corporations in 10 countries. As one of the first senior level marketing executives of a law firm in North America, Mr. Sabol and his staff pioneered substantial business generation and client service programming utilized by professional service firms in the US, UK, and Central Europe. Mr. Sabol is the author of the popular book, Taming The Beast: Success With Difficult People.
David M. Schrader
Cash Flow Management
Saturday, August 15
11:00am–12:00pm
David M. Schrader is CEO, of Satisfied Business Services in Ada, Michigan. Mr. Schrader stays current by providing tax and accounting services in this private practice. Born in Western Michigan and an active member of the educational community there, 2008 marked his 30th year in higher education. He teaches across the curriculum: Accounting, Management/Marketing, Finance, and Tax. He is also a State employee in the Community College system teaching online classes and ground classes at Michigan State University. Mr. Schrader has been active with the Michigan Association of CPAs on various Task Forces, in community activities such as Junior Achievement, and the National Society of Accountants' Subject Matter Expert Panel.
Marc A. Silverman, PhD.
Leadership and the Evolution of Change
Friday, August 14
During the NSA Business Session 2:00–4:30pm
Dr. Silverman brings over 15 years of experience in family wealth preservation, family business consultation, succession planning, corporate and family governance. He has consulted to family businesses from startup to multi-nationals, from first through fifth generations, and from three to over 10,000 employees. He specializes in working with complex family systems of over 25 family shareholders, and in integrating the needs of different generations into clear succession and governance structures. Dr. Silverman’s his work has been featured in dozens of magazines and newspapers. He served on the Board of Advisors to the Association of Organization Development of Latin America, and as President of the International Organization Development Association for nine years. He presented some of the first seminars on Family Business in Chile, Thailand, Mexico, Colombia and Peru. He currently serves as "Professional in Residence" to Florida International University’s Center for Family Business.
Joel Sinkin
Succession Planning for Your Accounting Firm
Thursday, August 13
8:00–9:50am
How to Value an Accounting Firm
Thursday, August 13
10:45–11:45am
Joel Sinkin is Senior Partner of Accounting Transition Advisors, LLC. He is an expert in practice evaluation, succession planning and transaction structure having personally overseen more than 750 transaction closings. He has worked with firms of all sizes from sole proprietors to large regional firms on internal and external succession planning. He teaches CPE courses and lectures for the AICPA, numerous state societies and other national professional organizations. He is frequently quoted in trade magazines and has had articles authored by him or about him published in The Journal of Accountancy, The Practical Accountant, Accounting Today and many other publications.
Carol W. Thompson, EA
Ethics: The All-New Circular 230
Thursday, August 13
8:00–9:50am
Cases and Rulings that Affect Your Practice
Thursday, August 13
10:45–11:45am
Carol W. Thompson has prepared income taxes since 1979. Ms. Thompson has extensive experience in TV, radio, and the print media. She is also a frequent contributor to professional journals. In 2001, the Mission Society of Enrolled Agents (MSEA) honored Ms. Thompson with a Lifetime Achievement Award for her long-time contributions in educating the public about Enrolled Agents. In 2000, NAEA awarded Carol the first "Excellence in Public Awareness Award". She served Mission Society of Enrolled Agents (MSEA) as its President, CSEA as its Second Vice-President, and has served NAEA, CSEA and MSEA on many committees, boards, and task forces.
  Alfred Giovetti, CPA, ABA, ATA, ECS & Christine Giovetti, CPA, ABA, ATA, ECS
Alfred and Christine Giovetti run an accounting and tax practice from their home in Catonsville, MD. Both are adjunct professors of accounting and computer science at the Community College of Baltimore County, Catonsville Campus, and have written reviews and articles for the NSA Software News and many other publications. Chris serves on the NSA Professional Development Committee, and has just completed a year as president of the Maryland Society of Accountants (MSA). Al serves as NSA’s District III Governor and on NSA's Accounting Standards Committee, and as chair of MSA's Legislative Committee, overseeing the monitoring of the Maryland State Board of Public Accountancy.
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