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CPA Leadership Institute Webinar Series
November 6, 2014 |
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Want to attend?
Become a Professional Member today for only $199 and attend our webinars FREE. We also have affordable group plans.
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About
CPA Leadership Institute
CPA Leadership Institute has been helping CPA leaders run great firms for more than 10 years. CPALI provides many valuable tools, reports, webinars and other services to help you and your firm become knowledge leaders.
Click here for details or to join!
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CPE Entitlement and Cancellation
Participants are entitled to 2 CPE credits. View our CPE credit policy.
Cancel your registration at any time prior to the webinar for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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CPA Firm Success Metrics: Understanding Practice Economics
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
Ensuring your firm's profitability is essential in today's economy, but the professional services business model isn't that intuitive. This session will help attendees get their arms around the various “levers” in their practices that influence profitability and success.
 Presenter, Jack Lee, is a CPA, who prior to joining ConvergenceCoaching LLC was a partner with Deloitte with over 28 years experience in client service, management, people development, and strategic business development.
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Cost & Registration
To register, select the date by your membership level.
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Program Information
Who Should Attend
- Partners, managers, and firm administrators who want to better explain firm metrics to their people. All professionals who want to gain clarity on their role to firm economics.
Learning Objectives
- Gain a clearer picture of how you can affect the financial mechanics that drive practice, profitability, and success.
- Understanding various CPA firm success metrics, such as fees per partner, income per partner, leverage, chargability, realization, utilization, and more.
- Identifying the integration between the various metrics, the risks of statistic manipulation, and the need to focus on the right metrics for your firm.
- Discus ways that you can influence firm profitability in the way you manage your people and engagements.
Program Level: Basic
Prerequisite:None
Field of Study: Business Management and Organization
Advanced Preparation: None
This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.
Recommended Reading
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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. |
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©2014 CPA Leadership Institute, 300 North LaSalle Street, Suite 4925, Chicago, IL 60654
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by David H. Maister