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Members Attend Free
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July 10, 2019: 1-1:50pm ET
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WEBINAR - CPA Firm Consolidation—How it Affects Firms Whether or Not They Participate
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Joseph A. Tarasco, co-founded Accountants Advisory Group, LLC, to assist the leaders of today's public accounting firms in structuring and managing their practices to increase profitability, maximize value, implement succession planning and achieve long-term success. Joe began his career in the accounting industry with a Big 4 firm and his experience includes 15 years as the managing partner of a 125-person CPA firm based in New York City. In his role as managing partner, Joe was responsible for all areas of the practice, including managing the partner group, marketing, human capital, technology, administration and financial operations. |
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Who Should Attend
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Learning Objectives
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Partners COO's Managing Partners
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A detailed discussion of the current state of public accounting firm M&A and where it's headed in the future. How current and future M&A activity will affect CPA firms of all sizes. What are the potential implications for your firm? How successful firms are overcoming the consolidation challenges in their marketplace and for their size firms. The Top 5 factors of developing a business strategy to remain an independent firm of the future while dealing with consolidation pressures. Developing and implementing an “Action Plan” and business model to bring your firm to the next level of success. Taking advantage of consolidation marketplace by developing strategies to overcome threats to the future success of the firm. Developing and implementing a succession strategy that adds value to your firm. |
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. |

