WEBINAR CATALOG 2011

Webinars On Management, Leadership, and Specialized 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. These programs are available free to Professional Members of CPA Leadership Institute, and at special low prices to Premium Members.

All LIVE webinars qualify for 2 CPE credits. Recorded webinars will not qualify for CPE credit.

WEBINAR
PRESENTER
CPE FIELD OF STUDY
DATE
FORMAT/
CPE CREDIT

I. Clients and Client Services

A. Delivering Great Client Service
Sandra Wiley
Business Management & Organization
June 16
Repeated
November 16
Live:
2 CPE
Recording:
0 CPE
B. Value Pricing as a Business Model
Ron Baker
Business Management and Organization
July 14
Repeated
December 8
Live:
2 CPE
Recording:
0 CPE
C. Cross-Selling - What is Your Firm's Lifetime Value to its Clients?
Ron Baker
Personal Development
June 22
Repeated
September 20
Live:
2 CPE
Recording:
0 CPE
D. Turning Client Problems into Engagements
Rick Solomon
Management Advisory Services
January 20
Repeated
August 3
Live:
2 CPE
Recording:
Not Yet Available
E. NEW - New Possibilities for Your Practice—New Ways to Touch and Enhance the Lives of Your Clients
Rick Solomon
Business Management and Organization
June 8
Repeated
October 19
Live:
2 CPE
Recording:
Not Yet Available

G. NEW - Using Compliance Work to Uncover Business Improvement Opportunities
Ric Payne
Management Advisory Services
February 3
Repeated
May 12
Live:
2 CPE
Recording:
Not Yet Available

II. Management and Leadership

A. Plan and Lead in the Right Direction
Rex Gatto
Management and Leadership
May 17
Live:
2 CPE
Recording:
0 CPE
B. NEW - Planning a Self Run Retreat
Rex Gatto
Management and Leadership
April 28
Repeated
October 6
Live:
2 CPE
Recording:
Not Yet Available
C. Styles and Dimensions of Leadership
Rex Gatto
Management and Leadership
January 19
Repeated
June 2
Live:
2 CPE
Recording:
0 CPE
D. Being a Leader Regardless of Your Role
Tamera Loerzel
and
Michelle Baca
Management and Leadership
July 21
Repeated
December 15
Live:
2 CPE
Recording:
0 CPE
E. Women in Today's Profession
Sandra Wiley
Management and Leadership
April 20
Repeated
August 17
Live:
2 CPE
Recording:
Not Yet Available
F. Learning to Be a Department Head
Jack Suttle
Management and Leadership
May 4
Repeated
September 21
Live:
2 CPE
Recording:
0 CPE
G. IT Vision and Strategy—An Accelerator for Firm Growth
Gary Boomer
Management and Leadership
June 21
Repeated
October 18
Live:
2 CPE
Recording:
0 CPE
H. Critical Skills Every Manager Must Develop
Sandra Wiley
Management and Leadership
May 23
Repeated
November 30
Live:
2 CPE
Recording:
0 CPE
I. Workflow: Why Now?
Glen Keenan
Management and Leadership
June 23
Repeated
October 4
Live:
2 CPE
Recording:
0 CPE
J. NEW - How to Make a Niche Work for Your Firm
August Aquila
Sandra Wiley
Jennifer Wilson
Management and Leadership
August 16
Repeated
November 29
Live:
2 CPE
Recording:
Not Yet Available

K. NEW - Non CPA Executives in CPA Firms
Sandra Wiley
Management and Leadership
June 1
Repeated
September 13
Live:
2 CPE
Recording:
Not Yet Available
L. NEW - Partner Selection Criteria
August Aquila
Management and Leadership
May 19
Repeated
November 3
Live:
2 CPE
Recording:
Not Yet Available

M. NEW - Accounting Firm of the Future—How Firms Can Survive and Succeed
Allan Koltin
Management and Leadership
February 8
Live:
2 CPE
Recording:
Not Yet Available
N. NEW - Future of the Accounting Profession
Jay Nisberg
Management and Leadership
June 28
Repeated
August 30
Live:
2 CPE
Recording:
Not Yet Available
O. NEW - The Underlying Personality Traits that Determine Leadership Styles
Jay Nisberg
Management and Leadership
August 9
Repeated
November 8
Live:
2 CPE
Recording:
Not Yet Available

P. NEW - Gaining a Competitive Advantage—Differentiate Your Firm and Win
Rick Solomon
Personal Development
May 11
Repeated
September 28
Live:
2 CPE
Recording:
Not Yet Available

Q. NEW - I Trust You (Sort Of). Do You Trust Me?
Convergence Coaching
Personal Development
May 18
Repeated
October 5
Live:
2 CPE
R. Effectively Communicating Within Your Firm
Rex Gatto
 
 
Recording:
0 CPE

S. Managing People and Developing them for the Right Roles
Sandra Wiley
 
 
Recording:
0 CPE

T. NEW -  7 Trends That Must be Reversed to Improve the Viability of Your Firm
Steve Erickson
Business Management and Organization
May 16
Live:
2 CPE
Recording:
Not Yet Available

III. Partnership Issues

A. NEW -  The Core Competencies of an Effective Partner
Tim Michel
Personal Development
September 12
Live:
2 CPE
Recording:
Not Yet Available

B. Partner Compensation: Best Practices
Marc Rosenberg
Business Management and Organization
July 6
Repeated
November 15
Live:
2 CPE
Recording:
0 CPE
C. Partner Retirement/Buyout Plans: What a Good Plan Looks Like and How They Have Changed in Recent Years
Marc Rosenberg
Business Management and Organization
January 25
Repeated
July 19
Live:
2 CPE
Recording:
0 CPE
D. Partner Unity and Accountability
August Aquila
Business Management and Organization
June 30
Repeated
December 14
Live:
2 CPE
Recording:
0 CPE
E. Understanding What Your Partnership Agreement Should Include
Joel Sinkin
Business Management and Organization
July 20
Repeated
November 10
Live:
2 CPE
Recording:
0 CPE
F. NEW - Partner Self Evaluations—Assess Your Talents
Rex Gatto
Personal Development
April 21
Repeated
September 29
Live:
2 CPE
Recording:
Not Yet Available
G. NEW - Partnership Structure—Management Dynamics of Firms that Grow from 2 Partners to 4 and Bigger
Allan Koltin
Business Management and Organization
February 10
Repeated
August 2
Live:
2 CPE
Recording:
Not Yet Available
H. NEW - How to Operate a Compensation Committee
Marc Rosenberg
Business Management and Organization
May 5
Repeated
November 2
Live:
2 CPE
Recording:
Not Yet Available

IV. Performance

A. Balanced Scorecard—It Can Work in Your Firm
Sandra Wiley
Business Management and Organization
August 4
Repeated
October 27
Live:
2 CPE
Recording:
0 CPE
B. Benchmarking the Firm's Operations
Marc Rosenberg
Business Management and Organization
September 27
Repeated
December 6
Live:
2 CPE
Recording:
Not Yet Available
C. Effectively Giving Performance Feedback
Rex Gatto
Business Management and Organization
June 14
Live:
2 CPE
Recording:
0 CPE

D. NEW - The Three Most Important Key Performance Indicators
Ron Baker
Business Management and Organization
February 9
Repeated
August 11
Live:
2 CPE
Recording:
0 CPE
E. Performance Management: Managing Accountability for Great Performance
Sandra Wiley
Management and Leadership
January 27
Repeated
August 31
Live:
2 CPE
Recording:
0 CPE
F. NEW - Replacing Annual Performance Appraisals
Ron Baker
Management and Leadership
September 8
Repeated
December 1
Live:
2 CPE
Recording:
Not Yet Available

G. NEW - CPA Firm Success Metrics: Understanding Practice Economics
Convergence Coaching
Management and Leadership
June 7
Repeated
October 26
Live:
2 CPE

H. NEW -  Driving Practice Value and Profitability (including the "attributes of high value firms").
Tim Michel
Business Management and Organization
August 8
Live:
2 CPE
Recording:
Not Available Yet

V. Risk Management

A. Engagement Letters—More Communication, Less Liability
Gary Barnes
Business Management and Organization
July 28
Repeated
November 1
Live:
2 CPE
Recording:
0 CPE
B. Audit Failure—Case Studies and Remedies
Gary Barnes
Auditing
May 3
Repeated
October 20
Live:
2 CPE
Recording:
0 CPE
C. NEW - Anatomy of a Malpractice Lawsuit
Gary Barnes
Business Management and Organization
June 15
Repeated
August 23
Live:
2 CPE
Recording:
Not Yet Available

D. Defensive Accounting: Recognizing Traps
Gary Barnes
 
 
Recording:
0 CPE

VI. Non-Technical Skills

A. Conducting Powerful Presentations
Michelle Baca
Personal Development
May 24
Repeated
September 7
Live:
2 CPE
Recording:
Not Available Yet
B. Mentoring for Better Performance and Retention
Rex Gatto
Personal Development
July 26
Repeated
December 7
Live:
2 CPE
Recording:
0 CPE
C. NEW - Developing Your Non-Technical Skills
Sandra Wiley
Personal Development
May 2
Repeated
October 12
Live:
2 CPE
Recording:
Not Yet Available
D. NEW - Sell Without Selling Advanced—For Those With Experience
Rick Solomon
Personal Development
July 13
Repeated
November 9
Live:
2 CPE
Recording:
Not Yet Available

E. NEW - Helping People Overcome Their Personal Pitfalls
Convergence Coaching
Personal Development
July 7
Repeated
November 17
Live:
2 CPE

F. Distinguishing Yourself as a Unique And Dynamic Leader
Sandra Wiley
 
 
Recording:
0 CPE

VII. Specialized Services

A. Cost Segregation Analysis
Alan Smith
Taxes
January 11
Repeated
July 27
Live:
2 CPE
Recording:
0 CPE
B. Energy Policy Tax Incentives
Charles Goulding and Jacob Goldman
Taxes
June 29
Repeated
October 25
Live:
2 CPE
Recording:
0 CPE
C. What Every CPA Should Know About Working with a Family Business
Carol Ryan and David Ransburg
Specialized Knowledge and Applications
February 7
Repeated
August 24
Live:
2 CPE
Recording:
0 CPE
D. The CPA as Advisor to Business Managers in Uncertain Times
Ric Payne
 
 
Recording:
0 CPE

VIII. Staff

A. Understanding the Business of Accounting
Ric Payne
Business Management and Organization
January 18
Repeated
August 25
Live:
2 CPE
Recording:
0 CPE
B. Understanding Generational Differences
Rita Keller
 
 
Recording:
0 CPE

IX. Succession and M&A

A. NEW - External Succession Planning for the 1 to 4 Partner Firm
Joel Sinkin
Business Management and Organization
April 27
Repeated
August 18
Live:
2 CPE
Recording:
Not Yet Available
B. NEW - Succession Planning for the 5 Partner Firm and Larger
Joel Sinkin
Business Management and Organization
May 25
Repeated
October 13
Live:
2 CPE
Recording:
Not Yet Available
C. NEW - The Urge to Merge for Multi Partner Accounting Firms
Joel Sinkin
Business Management and Organization
June 9
Repeated
September 22
Live:
2 CPE
Recording:
Not Yet Available

D. NEW - Who is Going to Take Over My Practice?
Tim Michel
Business Management and Organization
July 11
Live:
2 CPE
Recording:
Not Yet Available

X. Physician Practice

A. NEW - Enhancing Services to New and Existing Physician Clients
Reed Tinsley
Specialized Knowledge and Applications
August 10
Live:
2 CPE
Recording:
0 CPE

 

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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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