AGENDA

September 27, 2010
08:00 AM		Breakfast and Registration
08:30 AM		Welcome and Update on the Profession by Allan Koltin, CEO of PDI Global, Inc.
08:40 AM		"Achieving & Implementing a True Performance-Based Compensation System" Presented by Allan Koltin, PDI Global
09:40 AM		Morning Break
10:00 AM		"Managing Partner Perspectives: Strategic Case Studies" Panelists: Andy Armanino, Armanino McKenna LLP Phil Holthouse, Holthouse, Carlin & Van Trigt LLP Chris Russell, Peterson Sullivan LLP
11:40 AM		"Impaired Professionals and Their Impact on Compensation" Presented by Jay Moroney, President and John Wynn, Vice President of Lemme Insurance Brokers and Consultants
12:00 PM		Lunch
01:00 PM		"How to Hold Your Partners Accountable" Presented by Gary Boomer, Boomer Consulting
02:00 PM		"Managing Partner Perspectives: Strategic Case Studies" Panelists: John Di Carlo, Windes & McClaughry Steve Levey, GHP Horwath Steve Wasserman, Gursey Schneider LLP
03:40 PM		Afternoon Break
04:00 PM		Breakout Session I 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
05:30 PM		Cocktail Reception
September 28, 2010
08:00 AM		Continental Breakfast
08:30 AM		"Making the Pie Bigger: Strategies to Increase Profitability" Presented by Gary Shamis, Managing Director of SS&G Financial Services
09:30 AM		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.
10:20 AM		Morning Break
10:40 AM		Breakout Session III "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.
11:30 AM		"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
12:25 PM		Conference Wrap-Up
12:30 PM		Conference Adjourns