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WEBINAR CATALOG 2013

Webinars On Management, Leadership, and Specialized Client Value Services

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

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. CPA Leadership Institute produced programs are free to Professional Members of CPA Leadership Institute, and at special low prices to Premium Members. 

The listings below are tentative and subject to change.

CPA Leadership Institute CPE Policy and Attendance Record form.

WEBINAR
PRESENTER
   CPE FIELD
   OF STUDY
   DATE
   FORMAT
   CPE CREDIT

I. Clients and Client Services

A. Value Pricing as a Business Model
Ron Baker
Business Management and Organization
June 20
repeated
October 9
Internet Live:
2 CPE
Recording:
0 CPE
B. NEW - Incorporating Exit Planning Into Your CPA Practice
John Brown
Business Management and Organization
September 18
Internet Live:
2 CPE
Recording:
Coming Soon
C. NEW - Equity Compensation Alternatives
Corey Rosen
Business Management and Organization
February 13
repeated
June 11
Internet Live:
2 CPE
Recording:
Coming Soon

II. Management and Leadership

A. NEW- Technology Outlook
Jim Boomer
Business Management and Organization
September 12
Internet Live:
2 CPE
Recording:
Coming Soon
B. The Future Tax Practice
Sandra Wiley
Business Management and Organization
July 10
Internet Live:
2 CPE
Recording:
0 CPE
C. NEW - Becoming a Knowledge Firm
Ron Baker
Business Management & Organization
July 18
repeated
December 12
Internet Live:
2 CPE
Recording:
Coming Soon
D. NEW - Using Lean Principles to Improve CPA Firm Performance
Dustin Hostetler
Business Management & Organization
January 15
repeated
July 2
Internet Live:
2 CPE
Recording:
0 CPE

E. NEW - Managing Engagements Effectively by Proper Initiation
Ed Kless
Business Management & Organization
October 10
Internet Live:
2 CPE
Recording:
0 CPE

F. NEW - Creating Engagement Scope Documents for CPAs
Ed Kless
Business Management & Organization
June 13
Internet Live:
2 CPE
Recording:
Coming Soon
G. NEW- Leveraging Technology for Business Development
Jim Boomer
Business Management & Organization
September 25
Internet Live:
2 CPE
Recording:
Coming Soon

III. Partnership and Partner Matters

A. What Your Partnership Agreement Should Include
Joel Sinkin
Business Management and Organization
October 31
Internet Live:
2 CPE
Recording:
0 CPE

B. Partner Retirement/Buyout Plans
Gary Adamson
Business Management and Organization
October 24
Internet Live:
2 CPE
Recording:
0 CPE

C. Partner Compensation Methods
Gary Adamson
Business Management and Organization
August 14
Internet Live:
2 CPE
Recording:
0 CPE

D. Learn How to Be a Great Partner
Steve Erickson
Personal Development
August 21
repeated
October 30
Internet Live:
2 CPE
Recording:
0 CPE

E. NEW - New Strategies for Profit and Performance Improvement
Steve Erickson
Business Management and Organization
August 7
repeated
October 2
Internet Live:
2 CPE
Recording:
Coming Soon

F.- Setting Partner Expectations and Reporting to Drive Performance and Accountability
Jack Lee
Business Management and Organization
June 25
Internet Live:
2 CPE
Recording:
0 CPE
G. Driving Partner Performance
Jack Lee
Business Management and Organization
July 16
Internet Live:
2 CPE
Recording:
0 CPE

IV. Performance

A. Performance Management: for Great Performance
Sandra Wiley
Management and Leadership
September 11
Internet Live:
2 CPE
Recording:
0 CPE

B. The Three Most Important Key Performance Indicators
Ron Baker
Business Management and Organization
February 21
repeated
December 19
Internet Live:
2 CPE
Recording:
0 CPE

C. Replacing Annual Performance Appraisals
Ron Baker
Personnel Development
August 8
Internet Live:
2 CPE
Recording:
0 CPE

D. CPA Firm Success Metrics
Jack Lee
Business Management and Organization
November 14
Internet Live:
2 CPE
Recording: 0 CPE

E. The Attributes of High Value Firms
Joe Tarasco
Business Management and Organization
June 12
repeated
October 22
Internet Live:
2 CPE
Recording:
0 CPE

F. Motivating Employees
Rex Gatto
Personal Development
February 12
repeated
August 29
Internet Live:
2 CPE
Recording:
0 CPE
G. Effectively Giving Performance Feedback
Rex Gatto
Personal Development
November 19
Internet Live:
2 CPE
Recording:
0 CPE
H. NEW-Workplace Intimidation
Rex Gatto
Personal Development
May 30
repeated
October 3
Internet Live:
2 CPE
Recording:
0 CPE

V. Risk Management

A. Engagement Letters—More Communication, Less Liability
Gary Barnes
Business Management and Organization
September 26
Internet Live:
2 CPE
Recording:
0 CPE

B. Practical Guide to CPA Risk Management
Bill Thompson
Business Management and Organization
July 31
repeated
October 29
Internet Live:
2 CPE
Recording:
0 CPE
C. NEW-Litigation, Arbitration and Mediation
Gary Barnes
Business Management and Organization
June 26
repeated
November 12
Internet Live:
2 CPE
Recording:
Coming Soon

VI. Non-Technical Skills

A. NEW - Managing Difficult Conversations
Tamera Loerzel
Business Management & Organization
June 4
repeated
August 20
Internet Live:
2 CPE
Recording:
Coming Soon

VII. Marketing and Selling

A. NEW - Evaluating and Working with a Marketing Professional
Kristen Wing
Business Management and Organization
February 14
repeated
October 1
Internet Live:
2 CPE
Recording:
Coming Soon

VIII. Specialized Client Service: Physician Practice

A. Valutation of Healthcare Enites and Assets
Bob Cimasi
Specialized Knowledge and Applications
June6
repeated
October 23
Internet Live:
2 CPE
Recording:
2 CPE

B. Physician Compensation Methods
Robert Cimasi
Specialized Knowledge and Applications
July 17
repeated
December 18
Internet Live:
2 CPE
Recording:
0 CPE

C. Profitability Consulting for a Medical Practice
Marc Lion
Specialized Knowledge and Applications
August 1
Internet Live:
2 CPE
Recording:
0 CPE

D. NEW - Evolution of Your Medical Practic
Marc Lion
Specialized Knowledge and Applications
TBD
Internet Live:
2 CPE
Recording:
Coming Soon

E. NEW - Key Problem Areas in an Established Medical Practice
Sara Langford and Lucy Carter
Specialized Knowledge and Applications
TBD
Internet Live:
2 CPE
Recording:
Coming Soon
F. NEW - Financial Planning and Asset Protection for Physicians
Boyle Henderson
Specialized Knowledge and Applications
July 25
Internet Live:
2 CPE
Recording:
Coming Soon

G. NEW - Steps in Setting Up a New Medical Practice
Stuart Kerstner
Specialized Knowledge and Applications
TBD
Internet Live:
2 CPE
Recording:
Coming Soon

H. NEW - Regulatory and Compliance Issues and Pitfalls in Medical Practices
Tom McGuiness
Specialized Knowledge and Applications
August 28
Internet Live:
2 CPE
Recording:
Coming Soon
I. NEW - Co-op Healthcare Reform
Dave Horvath
Specialized Knowledge and Applications
May 23
repeated
December 10
Internet Live:
1 CPE
Recording:
Coming Soon

IX. Specialized Client Value Services

A. Interpreting Non-Profit Financial Statements
Jim White
Specialized Knowledge and Applications
August 22
repeated
November 21
Internet Live:
2 CPE
Recording:
0 CPE

X. Staff

A. Hiring and Keeping the Best Talent
Dan Toussant and Katherine Burik
Personnel/HR
June 27
Internet Live:
2 CPE
Recording:
Coming Soon
B. NEW-Motivational Interviewing
Rex Gatto
Business Management and Organization
July 24 and November 5
Internet Live:
2 CPE
Recording:
0 CPE

XI. Succession and M&A

A. CPA Firm Internal Succession
Joel Sinkin
Business Management and Organization
November 17
Internet Live:
2 CPE
Recording:
0 CPE
B. Succession Planning Using Sales And Mergers
Joel Sinkin
Business Management and Organization
September 17
Internet Live:
2 CPE
Recording:
0 CPE
C. Future of Consolidation
Joe Tarasco
Business Management and Organization
November 20
Internet Live:
2 CPE
Recording:
0 CPE
D. NEW - ESOPS for CPA Firms
Corey Rosen
Specialized Knowledge and Applications
December 11
Internet Live:
2 CPE
Recording:
0 CPE
E. NEW - How to Value Your Firm When Selling Externally or to Your Partners
Joel Sinkin
Business Management and Organization
May 29
repeated
September 10
Internet Live:
2 CPE
Recording:
Coming Soon
F. NEW - The Art of the Deal: How to Go About Making a Merger or Acquisition Happen
Joel Sinkin
Business Management and Organization
July 23
repeated
November 26
Internet Live:
2 CPE
Recording:
Coming Soon

 

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CPA Leadership Institute, Inc.
PO Box 300662
Chicago, IL
60630
USA

Tel: 888-406-0088

Email: [email protected]

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Our mission is to provide essential resources for being a great partner and a great firm. We offer CPE Webinars for CPAs, Webinar Recordings & Slides, a turnkey Blog/Newsletter Program, Best Practices Checklists, and more.

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