From the State CPA Society show floor: Ohio | AccountingWEB

From the State CPA Society show floor: Ohio

Rob Nance,

By Rob Nance, Publisher, reporting from the Ohio Society of CPAs, Business & Technology Expo

Years ago, state CPA society shows focused on topics of a reactive nature. Given the changing landscape of the accounting terrain and the role of the CPA, I suspect we've all noticed the change to a concentration in topics geared to the importance of being proactive. We're certainly seeing a mixed bag in attendance and participation at state CPA society trade shows these days. The Ohio show in Columbus this week was a good bit off from last year's levels, probably due to it being the week after Thanksgiving, which isn't ideal. Still, though, content is king - and this king wore the crown! This state society assembled a superb lineup of CPE sessions. Among the highlights:

  • Randy Johnston of K2 - Disaster Recovery: Lessons Learned

  • Richard Murdock, CPA - Red Hot Topics in Financial Reporting

  • Asset Preservation Corp. - Discover the Value of 1031 Exchanges

    Perhaps the best tip I picked up at this year's event came from Randy Johnston. On the subject of preparing for a disaster, Randy advised to "make a deal with a church, synagogue, or reception hall in another city as a place for your staff to go if disaster hits your community." Brilliant. In addition, the rumor that Randy left K2 to join the rock band U2 is not true.

    On the small show floor, exhibitors were optimistic. A couple of local bankers told me that most commercial loans they did this year were done conventionally, rather than through SBA programs. However, they both fully expect more of these loans to go SBA in 2008 as fewer companies are expanding and posting the numbers required to go the conventional route. This does not bode well for the Ohio economy. However, the good news for businesses and accounting firms is that there's more banking competition than ever.

    Teresa Kahle and Kira Krombach of Paycor Payroll Services commented that they are having a lot of success with medical offices and franchisees. With accountants having their preferences when it comes to payroll companies, Teresa and Kira indicated that it's been interesting to see some of these preferences change when given the chance to perform. As Neil Young once wrote, "There's more to the picture than meets the eye." Clearly, that applies to payroll service companies, as not all client needs are the same.

    On the investment front, CPAs certainly have a tremendous amount of options for client recommendations, especially if your firm has an investment advisory practice. Diane Rose of James Investment Research, Inc., stated: "It's hard for CPAs to make recommendations at times. We're not just chasing returns or joining the latest fad; some really tough, critical evaluations are being made… and it's great determining the right solutions with CPAs and their clients."

    When your state's CPA society shows rolls around again, be sure to attend. They're constantly evolving ... right along with our profession.

    Bloggers crew

    Steve Knowles has spent 25 years in business and practice in the UK, but he also worked in the states and the years haven't dulled his way of seeing an alternative view to everyone else, and every day is a new adventure.


    Joel M. Ungar, CPA is a lifelong resident of the Detroit area and a graduate of The University of Michigan. He is a principal with Silberstein Ungar, PLLC, a Top 15 auditor of SEC public reporting companies.


    Allan Boress, CPA, with over 25 years as a practitioner and consultant to the accounting profession. Mr. Boress is the author of 12 published books in 6 different languages, including a best-seller, The "I-Hate-Selling" Book.


    Larry Perry, CPA, CPA Firm Support Services, LLC, is the author of accounting and auditing manuals, author and presenter of live staff training seminars, and author of webcast and self-study CPE programs. He blogs about small audits, reviews, and compilations.

    Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. She is also a founding member of The CPA Consultant's Alliance. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.

    Maria Calabrese, CIR, Human Resources manager for Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC in Cranford, New Jersey, Maria's topics revolve around the world of: Mentoring, Performance management, and The "Y Generation," a.k.a. "The whY generation".


    William Brighenti is a CPA, Certified QuickBooks ProAdvisor, and Certified [Business] Valuation Analyst, operating an accounting, tax, and QuickBooks consulting firm in Hartford, Connecticut, Accountants CPA Hartford.


    Ken Garen, CPA, is the co-founder and President of Universal Business Computing Company (, a software development firm of high-volume, high-productivity accounting and payroll technology.


    Eva Rosenberg, MBA, EA, is the publisher of, and author of the weekly syndicated Ask TaxMama column. She provides answers to tax questions from taxpayers and tax professionals worldwide.


    Amy Vetter, CPA, CITP is the CPA Programs Leader for Intacct Corporation responsible for leading the CPA/BPO Partners nationally.

    Brian Strahle is the owner of LEVERAGE SALT, LLC where he provides state and local tax technical services to accounting firms, law firms and tax research organizations across the United States. He also writes a weekly column in Tax Analysts State tax Notes entitled, "The SALT Effect." For more info, visit his website:
    Scott H. Cytron, ABC, is president of Cytron and Company, known for helping companies and organizations improve their bottom line through a hybrid of strategic public relations, communications, marketing programs and top-notch client service. An accredited consultant, Scott works with companies, organizations and individuals in professional services (accounting, finance, medical, legal, engineering), high-tech and B2B/B2C product/service sales.

    Rita Keller is a nationally known CPA firm management consultant, speaker, author, mentor and blogger. She has over 30 years hands-on experience in CPA firm management, marketing, technology and administrative operations.

    Stacy Kildal is the mom of two fantastic kids, an Advanced Certified QuickBooks ProAdvisor, Certified Enterprise Solutions ProAdvisor, Sleeter Group Certified Consultant, a nationally recognized member of the Intuit Trainer and Writer Network, and co-host of RadioFree QuickBooks.
    Michael Alter's blog specializes in providing practical advice to those who seek greater profitability and practice management tactics that enhance deeper client relationships.

    Sally Glick, CMO, Principal, Marketer of the Year in 2003 and AAM Hall of Famer in 2007, leads a lively discussion of the constantly expanding roles of marketing and the professional marketers that drive this initiative in accounting firms of all sizes.


    The IMA Young Professionals Blog features the insights of IMA’s Young Professionals Committee. Committee members share advice and experiences on careers, continuing education, work/life balance, and other issues affecting young accounting and finance professionals.


    FEI Financial Reporting Blog provides highlights from SEC, PCAOB, FASB, IASB, and other regulatory news, including reporting under Sarbanes-Oxley Sect 404. It is written by Edith Orenstein, Director of Technical Policy Analysis at FEI.


    Sue Anderson has 30 years of experience in continuing education for accountants. Currently she is the program director for online CPE provider CPE Link.


    Jim Fahey is COO of Apple Growth Partners, a regional CPA firm in Ohio. His focus is on the effective and efficient use of technology within the firm by all team members.

    Caleb Newquist is the Editor-in-Chief of Sift Media US, overseeing content for both AccountingWEB and Going Concern.

    Leita Hart-Fanta, CPA, CGFM, and CGAP is the author of "The Yellow Book Interpreted" and owner of a website devoted to training for governmental auditors.


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