July Press Release

For Release
June 27, 2010

How can CPA Firms use IT Vision and Strategy as an Accelerator for Firm Growth?

Webinars On Management, Leadership and Niche Development

Chicago — June 27, 2010 — “Technology is an important part of the missing structure that separates the most successful from the ordinary firms. The IT game has changed and firms must change their strategy in order to compete. You don't have to know how to build the watch, but you should know how to tell time. Change management requires both leadership and management. Learn what peers are doing, spending and what it costs to play the new game. Also find out if you have the right technology leader.” says L. Gary Boomer of Boomer Consulting. He will be presenting a webinar that addresses this topic with the CPA Leadership Institute entitled “IT Vision and Strategy—An Accelerator for Firm Growth” on July 27th.

Today CPA Leadership Institute announced their Webinar schedule for July 2010. In addition to our regular webinars, we are offering our first FREE webinar on Cost Segregation.

Entering its fourth year, the CPA Leadership Institute Webinar program will be providing educational webinars on subjects pertaining to firm management and strategy, personal development, client service and relationships, partner issues, human capital, risk management and specialized tax incentives. New and returning presenters include some of the best consultants and industry professionals in the country.

CPA Leadership Institute; founded in 2003, is devoted to the enhancement of the leadership and management development in CPA firms. Their repertoire of tools and reports helps CPAs develop leadership and management skills and fulfill their potential. These tools include CPA Leadership Report, Best Practices Tips, and Leadership Forum.

The full Webinar Catalog is now available at www.CPALeadership.com.

July 2010 Webinar Schedule:

• Value Pricing as a Business Model presented by Ron Baker on July 1, will advise how to price on client-perceived value, not time.

• FREE Cost Segregation Analysis presented by Alan Smith on July 6, will examine one of the most valuable tax planning strategies available to commercial real estate owners. In addition to benefiting clients, offering cost segregation creates value for the firm by attracting new clients and increasing loyalty among existing ones.

• Understanding Malpractice Insurance Policies presented by Gary Barnes on July 7, will cover types of policies, what is covered, when and how to make claims, how to communicate to your client, policyholder and insurer responsibilities, and more.

• Family Business Consulting: Managing Capital and Liquidity in a Risky World  presented by Greg Greenleaf on July 14, will discuss how each generational stage impacts the family, the owners and the management. Learn how to make necessary changes and create a "new architecture" that each generation can use to continue to make the family business successful and sustainable.

• Understanding What Your Partnership Agreement Should Include  presented by Joel Sinkin on July 15, will provide ideas on how to create partnership agreements that speak to succession, compensation, demergers, governance and other bumps in the road.

• Partner Retirement and Buyout Plans  presented by Marc Rosenberg on July 20, will discuss the significant changes in practices in the area of partner retirement buyout plans. Learn about current practices and trends in designing partner retirement plans.

• Building a Learning Culture in Your Firm  presented by Convergence Coaching on July 22, will provide ideas on how to create an environment of continuous learning that involves more than skills development and technical training investment. It also includes the identification and investment in developing the skills and behaviors required to succeed.

• IT Vision and Strategy—An Accelerator for Firm Growth  presented by L. Gary Boomer on July 27, will provide an insider's view of how firms are leveraging technology to reduce costs and grow their firms both organically and through acquisitions.

• Effectively Communicate the Leadership Message  presented by Rex Gatto on July 28 will talk about how communication skills are developed by having participants understand the styles of effective communication and how to effectively adapt their own style.

• Engagement Letter: More Communication, Less Liability  presented by Gary Barnes on July 29, will show how to write engagement letters for both attest and non-attest engagements and enhance relationships and communications with clients, as well as other known and unknown users.