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November 3, 2016: 1 - 2:40pm ET
Webinar: CPA Firm Success Metrics: Understanding Practice Economics |
 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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Who Should Attend
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Learning Objectives
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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 |
Define how you can affect the financial mechanics that drive practice, profitability, and success
Distinguish various CPA firm success metrics, such as fees per partner, income per partner, leverage, chargeability, 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 Discover ways that you can influence firm profitability in the way you manage your people and engagements |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 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
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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. |