Sunday, August 20

7:00PM Welcome Reception at the Xcentric Bozeman Office


All Monday-Wednesday sessions will take place at The Baxter in their Grand Ballroom.

Monday, August 21

Morning Breakfast on your own
9:00AM-10:30AM CEO Keynote: Where Is the Cloud Going and Where Is Xcentric Taking Your Firm? (1.8 or 1.5 CPE)

  • Speaker: Trey James, Xcentric CEO
10:30AM-11:00AM Peer Roundtables: Peer roundtables will review keynote topics and other session topics with similar firms and Xcentric staff. Connect on best practice, past experiences, and future plans.
11:00AM-12:00PM Break (optional eclipse viewing at Bozeman Taproom and Fill Station)
*We will provide ISO 12312-2 compliant glasses, as suggested by NASA
12:00PM-1:00PM Lunch
1:00PM-2:00PM Best Practices for Building a Remote Team (1.2 or 1 CPE)

  • Speaker: Roy Keely, Xcentric VP of Market Strategy
2:00PM-2:30PM Break
2:30PM-4:00PM CPA Trends, Techs, and Disrupters (1.8 or 1.5 CPE)

  • Speaker: Roman Kepczyk, Xcentric Director of Consulting
4:00PM-4:30PM Peer Roundtables
6:30PM Dinner at 14 North


Tuesday, August 22

Morning Breakfast on your own
6:30AM-7:20AM Morning Walk with Roman (Meet in front of the Element Bozeman)

  • Start your morning off right with Roman Kepczyk as he leads you on a sunrise walk around the city. You'll get some exercise and you'll get to mingle with Roman and other attendees. Water bottles will be provided. Roman will leave promptly at 6:30AM, so don't be late.
9:00AM-11:00AM Xcentric Technology and Innovation Updates (2.4 or 2 CPE)

  • Speaker: Christian James, Xcentric COO
11:00AM-11:10AM Break
11:10AM-12:00PM Peer Roundtables (1 CPE)
12:00PM-1:00PM Lunch
1:00PM-2:15PM Accounting in the Future: Changing Markets, Innovative Technologies, and Evolving Services (1.5 CPE)

  • Speaker: Lindsay Patterson, AICPA
2:15PM-2:45PM Break
2:45PM-3:35PM IT Considerations in M&A (1 CPE)

  • Speaker: Roman Kepczyk, Xcentric Director of Consulting
3:40PM-4:30PM Peer Roundtables (1 CPE)
6:30PM Dinner at Copper


Wednesday, August 23

Morning Breakfast on your own
9:00AM-10:00AM Data Compromises a Tax Practitioner's Nightmare (1.2 or 1 CPE)

  • Speaker: Mark Kahler, IRS Criminal Investigation Office of Refund Crimes
10:10AM-11:25AM LEAN Opportunities in Tax Workflow (1.5 CPE)

  • Speaker: Roman Kepczyk, Xcentric Director of Consulting
11:25AM-12:00PM Peer Roundtables
12:00PM-1:00PM Lunch (these will be boxed lunches in case some attendees need to leave early)
1:00PM-2:00PM Town Hall with Q&A


CPE Information

A maximim of 14.4 CPE credits (0.2 intervals) or 13 credits (0.5 intervals) can be earned during this conference (session descriptions will be posted soon).

Signup for our newsletter
© 2017 Xcentric. All rights reserved.
Privacy Policy