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September 20, 2010 |
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| 08:00 AM |
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Breakfast and Registration |
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| 08:40 AM |
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"Achieving & Implementing a True Performance-Based Compensation System"
Presented by Allan Koltin, PDI Global |
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| 09:30 AM |
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"How to Hold Your Partners Accountable"
Presented by Gary Boomer, President & CEO of Boomer Consulting |
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| 10:30 AM |
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Morning Break |
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| 10:50 AM |
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"Managing Partner Perspectives: Strategic Case Studies"
Panelists:
Carl Johnson, Blum Shapiro
Howard Kies, Cherry, Bekaert & Holland LLP
Jeff Weiner, Marcum Accountants & Advisors
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| 12:20 PM |
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"Impaired Professionals and Their Impact on Compensation"
Presented by Jay Moroney, President of Lemme Insurance Brokers and Consultants |
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| 12:40 PM |
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Lunch |
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| 01:40 PM |
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Breakout Session I
"Structuring Buy-in/Buy-outs and How They Relate to Deferred Compensation Benefits"
Presented by Gary Shamis, SS&G Financial Services
"Dealing with Non-Performing Partners"
Presented by Gary Boomer, Boomer Consulting
"Evolving Your Partnership Structure as Your Firm Changes & Grows"
Presented by Allan Koltin, PDI Global, Inc. |
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| 02:40 PM |
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Breakout Session II
"Structuring Buy-in/Buy-outs and How They Relate to Deferred Compensation Benefits"
Presented by Gary Shamis, SS&G Financial Services
"Dealing with Non-Performing Partners"
Presented by Gary Boomer, Boomer Consulting
"Evolving Your Partnership Structure as Your Firm Changes & Grows"
Presented by Allan Koltin, PDI Global, Inc. |
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| 03:40 PM |
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Afternoon Break |
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| 04:00 PM |
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Breakout Session III
Roundtable discussions that provide attendees with the opportunity to network with firms of comparable size and discuss a broad array of topics covering partner compensation and related areas, such as governance, profitability, etc.
- Less than $10M
- $10M-$25M
- $25M and Greater
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| 05:30 PM |
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Cocktail Reception |
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September 21, 2010 |
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| 08:00 AM |
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Breakfast |
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| 08:30 AM |
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"Making the Pie Bigger: Strategies to Increase Profitability"
Presented by Gary Shamis, Managing Director of SS&G Financial Services |
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| 09:30 AM |
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"Managing Partner Perspectives: Strategic Case Studies"
Panelists:
Joel Cooperman, Citrin Cooperman & Company
Carl George, Clifton Gunderson
Tom Wilson, Goodman & Co.
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| 11:10 AM |
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Morning Break |
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| 11:30 AM |
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"Stuck, Stalled or Stifled? How to Keep Your Junior Partners Engaged while Your Senior Partners are Camping Out"
Presented by Rebecca Ryan, 2EO of Next Generation Consulting |
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| 12:25 PM |
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Conference Wrap-Up |
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| 12:30 PM |
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Conference Adjourns |
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West Coast Details
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East Coast Details
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