WEBINAR CATALOG 2010

Webinars On Management, Leadership, and Specialized Services

CPA Leadership Institute offers Webinars designed to promote its mission of continuous improvement in leadership and management in CPA firms. Our cadre of Webinar leaders includes some of the most outstanding in the nation. These programs are available free to Professional Members of CPA Leadership Institute, and at special low prices to Premium Members.

Here is a tentative schedule of Webinars for 2010. Additions and changes will be posted regularly to this schedule. Registration is not being accepted at this time. You will be notified when registration opens.

WEBINAR

PRESENTER

CREDITS

DATE

I. Clients and Client Services

A. Delivering Great Client Service

Sandra Wiley

2 CPE Credits

June 1
Repeated
October 12

B. Value Pricing as a Business Model

Ron Baker

2 CPE Credits

July 1
Repeated
December 21

C. NEW - Cross-Selling - What is Your Firm's Lifetime Value to its Clients?

Ron Baker

2 CPE Credits

August 25
Repeated
November 3

D. NEW - Turning Client Problems into Engagements

Rick Solomon

2 CPE Credits

June 30

II. Management and Leadership

A. Plan and Lead in the Right Direction

Rex Gatto

2 CPE Credits

May 12
Repeated
September 8

B. Effectively Communicate the Leadership Message

Rex Gatto

2 CPE Credits

July 28
Repeated
December 8

C. Styles and Dimensions of Leadership

Rex Gatto

2 CPE Credits

August 11
Repeated
January 19, 2011

D. NEW - Being a Leader Regardless of Your Role

Tamera Loerzel and Michelle Baca

2 CPE Credits

August 4
Repeated
November 10

E. Developing Women's Leadership and Executive Presence in the Accounting World

Mary Werner

2 CPE Credits

May25
Repeated
November 11

F. NEW - Learning to Be a Department Head

Jack Suttle

2 CPE Credits

May 26
Repeated
August 31

G. NEW - IT Vision and Strategy—An Accelerator for Firm Growth

Gary Boomer

2 CPE Credits

July 27
Repeated
November 2

H. NEW - Performance Management: Managing Accountability for Great Performance

Sandra Wiley

2 CPE Credits

September 7
Repeated
January 27, 2011

I. NEW - Growing Better, Not Just Bigger

Gale Crosley

2 CPE Credits

June 8
Repeated
August 10

J. NEW - Critical Skills Every Manager Must Develop

Sandra Wiley

2 CPE Credits

August 12
Repeated
December 2

K. NEW - Using Personality Assessment Tools: Understanding Your Team

Sandra Wiley and Tamera Loerzel

2 CPE Credits

June 15
Repeated
October 13

L. NEW - Workflow: Why Now?

Glen Keenan

2 CPE Credits

May 20
Repeated
September 21

III. Partnership Issues

A. Partner Compensation Methods - The Best and the Worst

Marc Rosenberg

2 CPE Credits

May 18
Repeated
December 14

B. Partner Retirement and Buyout Plans

Marc Rosenberg

2 CPE Credits

July 20
Repeated
January 25, 2011

C. Partner Unity and Accountability

August Aquila

2 CPE Credits

May 27
Repeated
October 27

D. NEW - Understanding What Your Partnership Agreement Should Include

Joel Sinkin

2 CPE Credits

July 15
Repeated
December 16

IV. Performance

A. Balanced Scorecard - It Can Work in Your Firm

Sandra Wiley

2 CPE Credits

May 13
Repeated
September 9

B. NEW - Benchmarking the Firm's Operations

Marc Rosenberg

2 CPE Credits

September 16
Repeated
November 16

C. Effectively Giving Performance Feedback

Rex Gatto

2 CPE Credits

August 26
Repeated
December 1

V. Risk Management

A. Engagement Letters - More Communication, Less Liability

Gary Barnes

2 CPE Credits

July 29
Repeated
October 20

B. Understanding Malpractice Insurance Policies

Gary Barnes

2 CPE Credits

July 7
Repeated
November 4

C. Audit Failures -- Case Studies and Remedies

Gary Barnes

2 CPE Credits

August 18
Repeated
January 12, 2011

VI. Skills

A. NEW - Conducting Powerful Presentations

Tamera Loerzel and Michelle Baca

2 CPE Credits

June 17
Repeated
October 26

B. Mentoring for Better Performance and Retention

Rex Gatto

2 CPE Credits

June 2
Repeated
November 18

C. Sell Without Selling

Rick Solomon

2 CPE Credits

August 5
Repeated
January 26, 2011

VII. Specialized Services

A. Cost Segregation Analysis

Alan Smith

2 CPE Credits

July 6
Repeated
November 17

B. Energy Policy Tax Incentives

Charles Goulding and Jacob Goldman

2 CPE Credits

August 19
Repeated
December 9

C. NEW - Family Business Consulting: Creating Synergy Between the "Family Strategy" and the Business Strategy"

Joe Schmieder

2 CPE Credits

June 24
Repeated
October 28

D. NEW - Family Business Consulting: Managing Capital and Liquidity in a Risky World

Greg Greenleaf

2 CPE Credits

July 14
Repeated
January 5, 2011

E. The CPA as Adviser to Business Managers in Uncertain Times

Ric Payne

2 CPE Credits

May 5
Repeated
September 22

F. Strategies for Implementing a Wealth Management Business

Doug Johnston

2 CPE Credits

June 10
Repeated
October 7

VIII. Staff

A. NEW - Building a Learning Culture in Your Firm

Jennifer Wilson and Tamera Loerzel

2 CPE Credits

July 22
Repeated
January 13, 2011

B. NEW - Understanding the Business of Accounting

Ric Payne

2 CPE Credits

September 2
Repeated
January 6, 2011

IX. Sucession and M&A

A. REVISED - Succession Planning and Valuing the Smaller Accounting Firm

Joel Sinkin

2 CPE Credits

May 6
Repeated
September 23

B. REVISED - Succession Planning, Buying and Merging Larger Accounting Firms

Joel Sinkin

2 CPE Credits

June 16
Repeated
October 6

C. NEW - Internal Succession Planning for the Smaller Firm

August Aquila

2 CPE Credits

June 23
Repeated
October 19