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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 12:00 PM 3:00 PM 3:00 PM 5:00 PM 4:00 PM 4:00 PM 4:30 PM 8:00 PM 6:30 PM

Optional Biking and Golf - Email ITA to sign-up. Details to follow. Intacct Partner Meeting (Invitational) Thomson Reuters / SurePrep Cradle to Grave Tax Workflow Solution (Invitational) Registration Welcome and New Member Introductions, Keynote Presentation "The Shift Age" Networking Reception (Hors d'oeuvres, Beverages) - Dinner on Your Own
Chat with vendors and all ITAers in attendance. Make plans for Dinner afterwards.

6:30 PM

8:00 PM

Monday, December 5
7:00 AM 8:00 AM 8:00 AM 9:15 AM

Registration, Full Breakfast & Networking Introductions & Meeting Details, Keynote Presentation "Get Out of IT While You Can" The Big Shift: Survival or Opportunity? Reinventing Your Firm Where is Our New Business Coming From? ITC - CompTIA's Transforming Your Business to the Cloud Marketing ITC - CompTIA's Transforming Your Business to the Cloud Sales Luncheon & Networking The Big Shift: ITC - CompTIA's The Survival or Growing Your Business Unified Communications Opportunity? by Selling to Your Continuum Enhancing Your Service Existing Client Base Portfolio Merger & Acquisition Modeling Your Business Opportunities in the IT for Success Services Market Roundtable Discussions Roundtable Discussions (See topics in Session (See topics in Session Descriptions) Descriptions)

9:30 AM

10:45 AM

11:15 AM

12:30 PM

The Big Shift: Business Growth Survival or Opportunities With Opportunity? Business Document Management Models

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

12:30 PM

2:00 PM

2:00 PM

3:15 PM

IT Role of the Future Group Discussion

IT Role of the Future Group Discussion

3:45 PM

5:00 PM

The Cloud - What Are ITC - What's Happening We using and What Are in My Practice The Results
LCR Getting to Know One Another
(Invitational)

Future State CIO

5:15 PM

6:15 PM

Getting to Know One Another

Open

Open

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 A Comparative Debate About the Cloud vs Traditional Models The Cloud - SaaS Best Practices Whats New in Social Media The Ever Changing Landscape Using Social Media to Generate Revenue Real World ROI Examples The Social Business Imperative Strategic Product Roadmaps: CCH

8:00 AM

9:15 AM

9:45 AM

11:00 AM

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

Strategic Product Roadmaps: Thomson Reuters

11:30 AM

12:45 PM

LCR - Communications Strategies to Create a One Firm Culture Luncheon & Networking

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

12:45 PM

1:45 PM

1:45 PM

3:00 PM

Evaluating New ERP Products - Lesson's Learned

All Wisdom Begins With The Definition of Terms:


ITA's Project Management Glossary

LCR - Open Discussion

Data Loss Prevention Technology

Business Intelligence How We Are Using BI for Dashboards and Scorecards

3:15 PM

4:15 PM

Give Me a WOW, Give Me an OOPs. Consulting Wrap Up

SharePoint - A Tactical SharePoint - A Strategic Reality Check Reality Check ITL Wrap Up

4:25 PM

4:45 PM

Wednesday, December 7
9:00 AM
1

1:00 PM 12:00 PM

NetSuite's The ROI of Cloud Computing for VARs Workshop (Invitational) Star User Group Meeting (Invitational)

8:00 AM

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 reservationsBefore the 11/10 Cutoff


Online Room Reservations are Preferred. Please click here to do so.
By Phone, call: 1-888-421-1442 Mention ITA Information Technology Alliance $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

SessionContentDescriptions 2011ITAFallCollaborative

KeynoteSessions
TheShiftAge TheShiftAgeisabouthumanity'snewera.AstheInformationAgegiveswaytotheShiftAge,weareenteringatimeof transformationandchangethatoffersbothgreatriskandincredibleopportunity.Whydothingshappensofast?Why dowefeelunsettled,evenoutofcontrol?DavidHouleidentifiesandexplainsthedynamicsandforcesthatalreadyhave reshapedandwillcontinuetoreshapeourworldforthenext20year. GetOutofITWhileYouCan! AlthoughourMondaykeynoterisntreallysuggestingthatyousellyourITfirmorquityourITjob,heissuggestingthat youneedtochangeathowyourdeliverservicestoyourclients,whethertheybeclientsofyourconsultingandreselling firmorclientsofyourCPAfirm.CraigSchiefelbeinspresentation,basedonhisbook,GetoutofI.T.WhileYouCan,will explorehowbygettingoutofITwecangettoabetterplaceinourlifeandourcareer.

Consulting&Reselling(CR)Track
FirmoftheFutureTheBigShift:SurvivalorOpportunity?A3SessionDeepDive Theconsultingandresellingenvironmentischangingmorenowthanithasinthelast30years.Thevarietyofnew productsandservices,newpublisherresellingrequirementsandotherfactorsarecausingmanyofourITAmembersto reviewwhattheyneedtodotocontinuetobesuccessfulinthisnewenvironment.Thisthreesessiondeepdivewill provideinsightonhowtorepositionyourfirmtoaddressthesenewchallenges. (Session1)TheBigShift:SurvivalorOpportunity?ReinventingYourFirm Inthisfirstsession,wellgettheperspectiveofanindustryconsultantwhohasworkedwithmanyresellerswhoare examininghowtoreinventtheirfirms.WelllookathowmasterVARprograms,buyinggroupsandothernewmethods ofdoingbusinessarebeingpursuedbyconsultingfirms.WellalsodiscusshowmanyVARsarelookingatintroducing newservicesandcomplimentaryproductstobemorecompetitive. (Session2)TheBigShift:SurvivalorOpportunity?BusinessModels Whatareyoudoingtochangeyourbusinesstoadaptandthrive?Doyouseeopportunityinthisnewclimateofchange anduncertainty?Isthereoneanswerormultiple?Joinyourpeersinapaneldiscussionastheysharetheirthoughts andapproachonevolvingtheirbusinesstosurviveorcapitalize? (Session3)TheBigShift:SurvivalorOpportunity?EnhancingYourServicePortfolio Whatareyoudoingtochangeyourbusinesstoadaptandthrive?Doyouseeopportunityinthisnewclimatewhere trusthasbeeneroded?Asyouaddservicesandproductshowdoyoucopewithnewtechnologies,competition, consolidationandtransitioningemployees?Joinyourpeersinapaneldiscussionastheysharetheirthoughtsand approachonevolvingtheirbusinesstosurviveorcapitalize?

WhereisOurNewBusinessComingFrom? Inthissessionwellbepassingthemicrophonetohearmemberssharewheretheirnewbusinessiscomingfrom.Has yournewbusinesscomefromGoogleads,LinkedInads,etc.?Hasnewbusinesscomefromworkingthephones?Has newbusinesscomefromafocusonfindingandgivingreferrals,traditionalmarketing?Thissessionreliesonyour answertothequestionWhereisnewbusinesscomingfrom?Wellalsoshareresultsfromapreconferencemember surveyondifferentbusinessdevelopmentsources. BusinessGrowthOpportunitiesWithDocumentManagement Beingdeveloped GrowingYourBusinessBySellingtoYourExistingClientBase Areyouachievingalltherevenuepossiblefromyourexistingclientbase?Pleasejoinusforthispanelpresentationand learninnovativewaysyourcolleaguesaremarketing,communicatingandpackagingservicestodrivenewrevenue streams. ModelingyourBusinessforSuccessCreatingaProfitableBusinessRegardlessoftheModelYouWorkWithin Ifyouareabusinessowner,youarecurrentlyexperiencingoneofthemostsignificantanddifficultparadigmshiftsin thehistoryofourindustry.Whetheryouarefocusedononpremisesolutions,ondemandsolutions,volumebusiness, complexsales,servicescentricoreventhosethataretryingtoplantheirexitstrategy,thissessionwillgiveyouan entirelynewperspectiveonhowtoplan,modelandmanageyourbusiness.Thissessionis30yearinthemaking.Itwas createdwithinputfromliterallyhundredsofVAR'sthroughoutNorthAmerica.Ithasapplicationandimplicationsfor anybusinessownertryingtodetermine"howtomakemoney"inthiscrazyandeverchangingmarketplace.Don'tmiss thischancetonotonlyhearwhatneedstobedone,buttoactuallyseeanexampleofamodelingtoolthatisgiving partnersallovertheworldanewlookatpartnerprofitability! Merger&AcquisitionOpportunitiesintheITServicesMarket Therecentperformanceofthecapitalmarketsandotherleadingindicatorspointtoanuncertaineconomyandpossibly aslowreboundinM&Aactivityformostsmallandmediumsizedcompanies.However,M&AactivityintheITservice sectorisrelativelystrongbecauseinvestorsareexcitedaboutnewertechnologieslikecloudcomputing,theSaaSmodel, andmanagedservices.InthefirstpartofthepresentationwewilldiscusstrendsintheM&AmarketforITcompanies. ThenwewilldiscusswhatmakesITservicecompaniesattractive.WewillpresenttheM&Aprocessandhighlightthe differencesbetweenbuyingandselling.Whetheryouarelookingtobuyanaddontoyourpracticeorsell/spinoffa portionofyourbusiness,thispresentationwillhelpyouunderstandthecurrentM&AmarketplaceforITfirms. CloudDeepDiveA3SessionDeepDive WewillbehostingaseriesofthreecloudcomputingstrategysessionsthisyearattheAustinevent.Feelfreetoattend anyofthemindividuallyorstayforallthree. (Session1)TheCloudUnderstandingWhatItisandWhereit'sHeaded Partoneoftheserieswillincludea30,000footoverviewofwhatcloudcomputingactuallyis.Whatisthedifference betweenPublicvs.PrivateCloudoptions?Ishostingthesameascloudcomputing?Thiswillbeacustomercentric drivensessionfocusingontheneedsofyourinstallbase.Wehavefoundthatevenwithalloftheeducationthereisa greatdealofmisunderstandandconfusionsurroundingwhatthewordsCloudComputingactuallymeanstodifferent people.WeguaranteeyoullcomeawaywithahigherlevelofclarityabouttheCloudifyouattend!

(Session2)TheCloudAComparativeDebateAbouttheCloudvsTraditionalModels Parttwooftheserieswillbeaninteractivepanelofparticipantsrepresentingprivate(ASP),Public(SaaS/Cloud),On Premise,andHybridmodels.Thepanelistswillbetheretodebatetheprosandconsofeachtypeofsolutionand debunkcommonmythssurroundingtheabilitiesandlimitationsofeachproductorservice.Westronglyencourageyou toaskquestionsaboutwhatproductsarebestforyourclientsandthedemandsofyourevolvingbusiness.Parttwois guaranteedtobeaveryinterestingconversationwhichencouragesopenandfriendlydebateamongstallmembers. (Session3)TheCloudSaaSBestPractices Partthreeofthecloudsessionswillbeallaboutthemoney.CanyourbusinessmonetizeSaaSbasedsolutions?Canyou buildyouraroundnothingbutSaaS?Wheredoestherevenuecomefrom?AndhowdoIgrowmybusiness.Wewill havebothSaaSresellersandSaaSvendorspresentingatthisevent.Learnhowrecurringrevenuecanmakeyour businessmorevaluable.TherealquestiontoaskyourselfisthisifyouchoosenottosellSaaSsolutions,whatwill happentoyourbusinessastheInternetcontinuestoevolve? WhatsNewinSocialMediaTheEverChangingLandscape Whatsnewinthesocialmedialandscape?KimJosephs,SocialMediaexpert,willdiscussthelatesttrendsinthesocial mediaarena.Kimispassionateaboutsocialmedia,technology,findingabetterwayandmakingadifference. UsingSocialMediatoGenerateRevenueRealWorldROIExamples Learnfromasmall,diversified,groupofsomeoftheindustrysmostcreativeminds,whohaveteamedtogetherto createaninnovativeapproachtogeneratingleadsandcustomersthroughFacebook,LinkedIn,YouTube,andTwitter. TheSocialBusinessImperative Accordingtoa2011GartnerGroupreport,thereisoneabsoluteaboutSocialCRM:itwillbemandatory,notoptional, forthemajorityoforganizations.BillGatessays:socialnetworkingtypeapplicationswillbeasubiquitousinthe workplaceasMicrosoftOfficetoolsandwilllikelyreplaceemailasthedominantformofcorporatecommunications.A 2010McKinseystudydeterminedthatorganizationsusingsocialbusinesssoftwareattainmeasurableincreasesin revenue,successfulproductinnovation,andcustomersatisfactionwhilereducingcosts.Thissessionwillprovideuseful informationonthehuge($4.6billion)projectedsocialbusinessmarket,andshareapproachesITAmemberscanuseto diversifyandcapitalizeonthisgrowingopportunitywithindustryleadingcloud/SaaSbasedsolutionsforverticalssuchas associationsandnonprofits. AllWisdomBeginswiththeDefinitionofTerms:ITA'sProjectManagementGlossary Theprojectmanagementcommitteewillpresentthenewglossaryoftermsforadoptionbythemembership.Itwillbea highlyinteractiveworkingsessionaseachparticipantwillbegiventimetoreadthedefinitionsandmakeanysuggested revisionstothem.Afterthatiscomplete,avotewillbetakentoadoptthetermsforuseatallmemberfirms.Inthe remainingtimewewillbrainstormtopicsforfutureprojectmanagementsessions. EvaluatingNewERPProductsLesson'sLearned! ManyVARshave(orarelookingto)diversifytheirERPsolutionportfolio.Thismightbemotivatedbythedesiretohave productsatdifferentpricepoints;productsutilizingdifferentplatformsandtechnologies;concernoverbeingtoooverly investedwithanyonepublishers;aswellascustomandmarketdemand.Thissessionwillbeafrankdiscussionofthe prosandconsofdiversifyingproductportfolios.Ourpanelistswillsharethereasonstheylookedtoexpandtheir offerings,whatultimatelyinfluencedtheirdecision,whatkindofstrainitputontheirorganizationandwhatbenefits haveresulted.ThissessionwillberestrictedtoVARsonly.

GivemeaWOW,GivemeanOOPS AnsweringthequestionsWhatwasthebestthingyoudidinthelastsixmonths?andWhatwastheworstthingyou didinthelast6months?thissessionwillrelyonaudienceparticipationwheremembersshareaWOWandan OOPS.Haveyoufoundagreatmoneysaver?ThatsaWOW!Haveyoufoundagreatmarketingstrategy?Thatsa WOW!Haveyoufinetunedsomeprocess?ThatsaWOW!Haveyoufoundawaytoleveragetechnology?Thatsa WOW!Justaboutanythingthathashadapositiveimpactonyourbusinessandgivenyouanadvantagequalifiesasa WOW!TheOOPSiswhereweletotherslearnfromourmistakes.Alwaysfunandhelpful,thissessioncelebratesthe WOWSandwarnsagainsttheOOPS.Pleasecomereadytoshare.

ITConsultingTopics
WeareexcitedtointroduceanewconceptthisfallforourITCtrack.WehavemanyITAfirmsthatareinvolvedwiththe saleandimplementationofinfrastructure,managedservices,unifiedcommunicationsandcloudbasedservices.In addition,manyofourmembersareconsideringmovingintotheITCservicesarena.Wehavepartneredwiththe professionaleducationdivisionofCompTIA,aleadingindustrytradeassociationfocusedonthecertificationofITC professionals,toprovidemodulesfromtheirtrainingcatalog.TheCompTIAinstructorledsessionsareasfollows: (Session1)TransformingYourBusinesstotheCloudMarketing CompTIAsCloudChannelTraining Thisoverviewhelpssolutionprovidersunderstandtheimplicationsofcloudcomputingontheirmarketingstrategyand helpsthemalignmarketinggoals,tacticsandinvestmentswithanewcloudsalesmodel.Attendeesexploreavarietyof marketingapproachestocloudsolutions,discussmessaging,learnhowtotargetnewbuyers,reviewtacticsandwalk awaywithamarketingreadinesschecklist (Session2)TransformingYourBusinesstotheCloudSalesExecution CompTIACloudChannelTraining:SalesExecution Thesalesexecutionmodulehelpssolutionprovidersgainabetterunderstandingofhowtobuildasuccessfulcloud businesspracticeandtorecognizethedifferencesfromsellingtraditionallicenses.Thissessionprovidesthefoundation neededtomakedecisionsonthebestapproachtosalesinthecloudenvironment,aswellasbestpracticesfrom experiencedcloudsolutionproviders (Session3)TheUCCContinuum CompTIAChannelTraining Whatdounifiedcommunicationsmeantoyourbusinessclients?Inthissection,participantsexplorethescopeof unifiedcommunications,includinghowitbenefitsemployeeproductivityandworkgroupcollaboration,aswellasits abilitytoenhanceandintegrateanumberofsignificantbusinesssystemsandprocesses.Participantsbeginby identifyingandevaluatingtheirreadinesstodeliverthesesolutionstotheircustomers.Thissessiontouchesonfourkey components,including:identifyingenduserpainpoints,developingsolutionstoaddresssuchpainpoints,discussing thebenefitsandchallengesofUCsolutions,anddeterminingthebestmarket/segmentopportunities. WhatsHappeninginMyPractice InadditiontotheCompTIAinstructorledsessions,wellprovideatimeforopendiscussionofissuesfacingourITC focusedmembers.Whetheritsaproductandserviceissue,aquestionabouthowtocompensateandmotivateyour stafforsomeothertopic,therewillbetimeallocatedduringouropenforumtocollaboratewithyourpeers.Wellalso startplanningforthespringmeetingbydiscusstopicsyouwanttoseeincludedinfutureeducationaltracks.

CRLargeFirmTopics
WithintheITAconsultingandreselling(CR)memberfirmsareasubsetofmemberswhosepracticesaremultiregional, ornational,inscope,andwhogeneraterevenueswellinexcessof8milliondollarseachyear.Thesefirmshavespecial challengesaroundquestionsofhowtostandardizepoliciesandpractices,whethertocentralizevsdecentralizethe deliveryofadmin,support,andevennewprojectservices,thechallengesofcompensationandperformanceevaluation, effectiveplanningandcontrol,andamyriadofotherissues.Thismeetingwewillbedevotingtimetoacoupleof breakoutsessionsdesignedtoaddressthosespecialchallengesandtoallowfellowITAerstoweighintheirexperiences andopinions. GettingtoKnowOneAnother(InvitationOnlyplease) SincewearestillinstartupmodewiththisnewITAinitiative,thissessionwillallowthelargefirmmembersachance tobettergettoknoweachother,andtobrainstormfurtheronhowtheywanttospendtheirtimetogetherinfuture meetings.Whatarethepressingissues,andhowshouldweexplorethem? AreyouBuildingSustainableValue?HowAreYouMeasuringandManagingIt? Allbusinessownershaveaprimarygoalofreceivingalargeonetimepaydaywhentheyexittheirbusiness,but buildinglongtermvaluemayhaveshorttermprofitabilityconsequences.Inthissession,wewillexplorethekey businessvaluedriversandthekeyperformanceindicatorsused,byourlargegroupmemberVARs,tomeasureand managetheirbusiness. CommunicationsStrategiestoCreateaOneFirmCulture Perhapsyouveexperiencedorganicgrowthandarenowaddingnewemployeestoserviceasecondorthirdnew geographiclocation.Moresuccessandyoureaddingnewproductsorservicesthattakeyoubeyondyourexisting regionalcoveragemodel.Followingthoseprogressionsyouhaveanopportunitytoacquireasmallfirminanewmarket andadd500customersand12employeeswithasingletransaction.Overtimethesenewandexcitingopportunities continuallysurfaceforthegrowthmindedITconsultingfirm.Thissessionwillbeapaneldiscussionwherewewill discusshowtoestablishstrategicmessaging.Theprocessforcommunicatingthismessagetoyouremployeesand creatingtacticalactionswillbeexplored.Meetingcadence,process,andmethodsforbestpracticeswillbereviewed. Insightswillbeprovidedtoassistyouinyieldingtheonefirmcultureandmentality. LargeCRFirmOpenForum Wellprovidetimeattheendofourdaytwolargefirmsessionstoallowmemberstoconductanopenforumdiscussion ofissuesthattheyarefacing.Whetheritssharingarecentsuccess,discussingacurrentissueorcollaboratingonanew serviceidea,therewillbeampletimeforourlargerCRfirmstoenterintoanopendialogueaboutpressingtopicsintheir organizations.

InternalTechLeaders(ITL)Track

TacticalSessions
TacticalRoundtableDiscussions Theseeverpopularsessionswillonceagainbefocusedontopicschosenbythecommitteeasnotedbelow: CapacityPlanning:howarefirmsdoingit;whattoolsarebeingused? Contentmanagement:howarefirmsmanagingknowledge,video,webcontent? Securityawareness:howarefirmsraisingsecurityawarenessofindividualpartnersandstaff? RespondingtoProspect/ClientSecurityInquiries:howarefirmsrespondingtotheincreasingpressurefrom prospectsandclientstoknowmoreaboutthefirmssecurityprogram? TheITRoleoftheFuture:MovingfromInfrastructuretoInnovationandService AsafollowuptoCraigSchiefelbeinskeynotepresentationfeaturingthestoryofCharlieatruestoryofanITDirector; CraigwillhostajointsessionoftheStrategicandTacticalITLeadersinwhichCraigwilldivedeeperintolaterthemesin hisbookrelatedtoPurposeforITTeamsandMovingintheRightDirectionforITteams.Craigwillsharehisobservations relatedtoLeadingITOrganizationsandwillaskITLparticipantstosharetheirthoughtsandexperienceswithintheirown organizations.Thiswillbeaninteractivesession;bringyourthoughtsandideasandhelpmakethisalivelyand meaningfulexchangeofideas. ITRoleoftheFutureTacticalGroupDiscussion IntheformatofaGroupDiscussionfacilitatedbyBarryRobinson,theITLTacticalSessionparticipantswillbeaskedto discusstopicsthatarousedtheirinterestfromthepreviousGetOutOfITsessions.Groupdiscussiontopicswillinclude: WhatpartofCraigsmessageparticularlyresonatedwithyou/why? Whatsmallstepscanwetakethatwillhelpstartthejourney? Whataretheinternalfactorsthatholdusbackfrombeingmoreservice/partner/valueorientedasI.T.?Howdo wechangethat? Whataretheexternalforcesthatholdusbackfrombeingmoreservice/partner/valueorientedasI.T.?Howdo wechangethat? TheCloudWhatAreWeUsingandWhatAreTheResults InthisfacilitatedpaneldiscussionyouwilllearnhowtheMemberFirmsarecurrentlyutilizingtheCloud. WhatservicesorapplicationsarecurrentlybeingprovidedtotheirusercommunityfromtheCloud Whichprovider(s)arebeingutilized? HowweretherisksmitigatedwiththeCloudoffering? WhatotherservicesdoyouplanonmovingtotheCloudwithinthenext12months?24months? Whatadditionalrisksdoyouperceive? StrategicProductRoadmaps:ThomsonReutersandCCH JoininguswillberepresentativesfromCCHandThomsonReuters.Eachwillprovideanoverviewoftheirproduct roadmaps,includingnotonlymajorproductenhancements,butalsoplansformobileappsanduseofcloud technologies.Theywillalsoexplaintheircommitmenttoservingandsupportinglargefirmsinourindustry,aswellas, theirviewofthetop5issuesfacingCIOsinthenext35years. TheRoadmaps:DiscussingWhatWeLearned,Know,andBelieve Asafacilitatedgroupdiscussion,wewilldiscussthepresentationsfromThomsonandCCH,theirimplicationsforthe industryandindividualfirms,andwhatfirmsshouldbedoingasaresult.

DataLossPreventionTechnology Wegotogreatpainstoensurethatourdataissecurebyrequiringpasswords,dataencryption,firewallsandawhole hostofotherdefensivemeasurestokeepthebadguysout.However,whatcanwedotoensureourownemployees arenotresponsibleforexposingthisdata(intentionallyorotherwise)?Emailbothcompanyandpersonalfilesharing sites,mobiledevices,etcareallwaysthatcompanydataisroutinelylost.Policiescancertainlyhelpinthisregardbut withoutsomekindofmonitoring\enforcementmeasures,policiesareoftenforgottenorignored. DataLossPrevention(DLP)isonepotentialwaytomitigatethisrisk.DLPisasecuritytermthatreferstosystemsthat discover,monitorandprotectconfidentialdata.Inthissession,youwilllearnaboutthedifferenttypesofDLPavailable, someofthechallengesorgotchasassociatedwithdeployingDLPandsomewarstorieshighlightingthekindsof datathatisleakingfromcompaniespriortoimplementingDLP. SharePointATacticalRealityCheck AttendthisinteractivesessionandhearpanelistsandtheaudiencediscussingSharePointstrategiesbeingdeployedin ourfirmstoday.YoulllearnaboutROIexpectationsandrealization,contentandtaxonomygovernance,andintegration withothersystems.Wellalsobediscussingmanytacticalitemssuchasimplementationideasandbestpractices, resourcerequirements,infrastructuredesign,andsecurity.

StrategicSessions
StrategicRoundtableDiscussions Theseeverpopularsessionswillonceagainbefocusedontopicschosenbythecommitteeasnotedbelow: ExecutiveCommunication:whatdotheCEO,COO,andgoverningboardreallyneed/wanttoknowaboutIT? ITPerformanceMetrics:howarefirmsmeasuringITperformanceandbusinessvalue? Dataclassification:whohasaformaldataclassificationsystem,andhowaretheyusingit?LarsonAllensmodel isoneexample. CentersofExcellence:whohasimplementedthem,howaretheystructured,howsuccessfulhavetheybeen? TheITRoleoftheFuture:MovingfromInfrastructuretoInnovationandService AsafollowuptoCraigSchiefelbeinskeynotepresentationfeaturingthestoryofCharlieatruestoryofanITDirector; CraigwillhostajointsessionoftheStrategicandTacticalITLeadersinwhichCraigwilldivedeeperintolaterthemesin hisbookrelatedtoPurposeforITTeamsandMovingintheRightDirectionforITteams.Craigwillsharehisobservations relatedtoLeadingITOrganizationsandwillaskITLparticipantstosharetheirthoughtsandexperienceswithintheirown organizations.Thiswillbeaninteractivesession;bringyourthoughtsandideasandhelpmakethisalivelyand meaningfulexchangeofideas. ITRoleoftheFutureStrategicGroupDiscussion IntheformatofaGroupDiscussionfacilitatedbyMarkBaker,theITLStrategicSessionparticipantswillbeaskedto discusstopicsthatarousedtheirinterestfromthepreviousGetOutOfITsessions.RoundTablediscussiontopicswill include: Howdowedefinesuccessintermsofsuccessfulprojects/investments/uptimeorintermsofoverallbusiness success? Whatsmallstepscanwetakethatwillhelpstartthejourney? HowdoweworkwithourvariousITTribesandmovethembeyondtechnical/tactical?Whatholdsthem back?Whatwillenablethem? ITsolutionsdontyieldcompetitiveadvantagesinandofthemselves.ITcanhelpsupportacultureofinnovation &agility.Whattheopportunities/leveragepointswithinourfirms? DoyoufeelthatyourfirmleadershipviewsyourI.T.asastrategicassettothefirm?Howdowethinkwecan changethatperception?

FutureStateCIO CIOsarebeingchallengedtoactandthinkmorelikebusinessexecutivesandlesslikeITmanagers.Thissessionwill delveintotheCIOExecutiveCouncilsFutureStateCIOframeworkthatdescribestheskillsandcompetenciesthatCIOs needtodeveloptoadapttothechangesandchallengesthattheywillfaceinthefuture.CIOsandthosewhoaspireto beaCIOwillbenefitfromthisperspectiveonwhatittakestosucceedasaCIO. StrategicProductRoadmaps:ThomsonReutersandCCH JoininguswillberepresentativesfromCCHandThomsonReuters.Eachwillprovideanoverviewoftheirproduct roadmaps,includingnotonlymajorproductenhancements,butalsoplansformobileappsanduseofcloud technologies.Theywillalsoexplaintheircommitmenttoservingandsupportinglargefirmsinourindustry,aswellas, theirviewofthetop5issuesfacingCIOsinthenext35years. TheRoadmaps:DiscussingWhatWeLearned,Know,andBelieve Asafacilitatedgroupdiscussion,wewilldiscussthepresentationsfromThomsonandCCH,theirimplicationsforthe industryandindividualfirms,andwhatfirmsshouldbedoingasaresult. BusinessIntelligenceHowareweUsingBIforDashboardsandScorecards? BIhasbeenabuzzwordforyears,andMicrosoftstillclaimsthemostwidelyusedBItoolintheworldourfriendExcel. ButhowareyourpeerfirmsusingBItoadvancetheircorporatestrategiestoday?Whatinformationdoprofessionals andleadersconsiderthemostvaluable?Whattoolsarebeingused?WhoownstheBIinitiative?Listentoapanelof (insertnames/firmshere)discusstheseandotherquestionsaboutwhathasmadetheirBIinitiativesuccessful. SharePointAStrategicRealityCheck AttendthisinteractivesessionandhearpanelistsandtheaudiencediscussingSharePointstrategiesbeingdeployedin ourfirmstoday.YoulllearnaboutROIexpectationsandrealization,contentandtaxonomygovernance,andintegration withothersystems.Wellalsobediscussingmanytacticalitemssuchasimplementationideasandbestpractices, resourcerequirements,infrastructuredesign,andsecurity.

S P E A K E R S

GeoffreyAshleySugarCRM,Cupertino,CA JohnW.AustinAustinDaleGroup,Austin,TX MarkBakerWipfli,LLP,Madison,WI RayBarlowCCH,aWoltersKluwerbusiness,Hollis,NH ThorBendicksonTribridge,Tampa,FL JoAnnBenzerInformationTechnologyAlliance,Scottsdale,AZ AprilBlankenshipAltec,LagunaHills,CA JeredCadySynergyBusinessSolutions,Seattle,WA HowardCohenCompTIA KevinCumleyForepoint,Helena,MT RobertJ.DaleAustinDaleGroup,Austin,TX DebbiDanielsonPlante&Moran,PLLC,Southfield,MI DouglasS.DeaneDSDBusinessSystems,SanDiego,CA KevinDudevoirAltec,LagunaHills,CA GeorgeA.DufourCBIZ,Inc.,Cleveland,OH ChrisFaistICSSupport,Inc.,Redmond,WA PatFalleAvalara,RochesterHills,MI GaryFarrarBKD,LLP,Springfield,MO KevinFraaseEideBaillyLLP,Fargo,ND EricFrankNexTecGroup,Inc.,Seattle,WA RobertGabyArxisTechnology,Inc.,SimiValley,CA MikeGerhardBDOUSA,LLP,GrandRapids,MI ClarkHaleyBCSProSoft,Inc.,SanAntonio,TX LynneHensleee2bteknologies,Inc.,Chardon,OH DavidHirschkornEideBaillyLLP,Fargo,ND KimberlyHoganFujitsu,Sunnyvale,CA DavidL.HolyoakGrantThorntonLLP,OakbrookTerrace,IL DavidHouleDavidHoule&Associates,Chicago,IL ScottE.IrwinAktionAssociates,Inc.,Maumee,OH MattJagstThomsonReuters,, JeffJohnsonL.HarrisPartners,EdenPrairie,MN SteveJonesExploreConsulting,Bellevue,WA DennisKarusSoftwareLink,Alpharetta,GA EdKlessSage,Allen,TX KevinM.MartinMartin&Associates,Cincinnati,OH MichaelMcClainGrantThorntonLLP,OakbrookTerrace,IL CraigMcCollumTrueNorthStrategists,Woodinville,WA ChrisJ.MilanTribridge,Inc.,Tampa,FL MikeNafzigerMcGladrey,Minneapolic,MN B.J.O'ReillyISM,Portland,OR MartinD.PalmerBellamysIT,BonneyLake,WA ChuckRiordanCheckPointSoftware,RedwoodCity,CA BarryRobinsonCliftonGunderson,LLP,Middleton,WI CraigSchiefelbeinParagonDevelopmentSystems(PDS),Oconomowoc,WI StacySchuettlerLBMCTechnologies,LLC,Knoxville,TN WayneSchulzDSDSchulzConsulting,LLC,Glastonbury,CT ThomasR.SidersL.HarrisPartners,EdenPrairie,MN EdwardSolomonNet@Work,NewYork,NY JimTaralaSchenckSC,Appleton,WI DawnR.WesterbergDawnWesterbergConsulting,Austin,TX BryanL.WiltonInterDynBMI,Houston,TX MarkYohaiAvectra,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.