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Members Attend Free
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Sept 10, 2019: 1-1:50pm ET
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WEBINAR - Avoiding Risk in CPA Firm Mergers
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All mergers and acquisitions (M&A) involve some degree of risk—and carry no guarantees of fulfilling the intended goals and objectives of the transaction. However, using M&A as a growth, talent acquisition, and succession planning strategy is essential and a top priority at most firms. The right deal could take your firm to the next level of success provided that you take the proper precautions before and after consummating the transaction. This webinar will address avoiding M&A risks and focusing on risk management tools and best practices. Stephen Vono is Senior Vice President of McGowanPro; formerly NAPLIA. He has focused on Accountants Professional Liability Insurance and Risk Management for accounting firms since 1996. Mr. Vono is active in several leading Accounting Associations and presents regularly at annual conferences on risk management topics aimed at lowering the exposure to litigation for accountants and CPA firms. He currently serves as President of the CPA Firm Management Association North East Chapter, and is the recipient of CPA-FMA's Distinguished Service Presidential Citation for outstanding support and contributions to members of CPA-FMA. Mr. Vono has written and published articles on practice management for accounting firms including The Journal of Accountancy and Accounting Today. |
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Who Should Attend
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Learning Objectives
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Partners Managers Firm Administrators and COO's |
This webinar will address avoiding M&A risks and focusing on maximizing the deal's ROI. Risk management tools for a merger. What is the best fit for your firm? How does firm culture play a role? Industry practice and specialization. Quality Control. Client acceptance and continuance. |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register.) |
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |