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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.

WEBINAR CATALOG 2011

Webinars On Management, Leadership, and Specialized Client Value Services

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. As a member of CPAmerica you are welcomed to register three participants for these webinars at no cost. To register:

  • Click the title to view program description below.
  • On the brochure, look for the registration area in the right column.
  • In the non-member row, click the date.
  • Select "Buy It Now".
  • Enter your contact information.
  • Enter your credit card information (As long as you end the code below, your card will not be charged.)
  • Enter "CPAmeric" in the Referrer Code line.

You will be provided an opportunity to preview and change your order before it is processed. Your discount will appear after you select "Review Order."

In addition to your free webinars, we are offering CPAmerica members discounts on recordings as well. All recordings are $59 with the Referrer Code "CPAmeric." These recordings are for individual use only and do not qualify for CPE.

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
November 16
Internet Live:
2 CPE
Recording:
0 CPE
B. Value Pricing as a Business Model
Ron Baker
Business Management and Organization
December 8
Internet Live:
2 CPE
Recording:
0 CPE
C. Cross-Selling - What is Your Firm's Lifetime Value to its Clients?
Ron Baker
Personal Development
September 20
Internet Live:
2 CPE
Recording:
0 CPE
D. Turning Client Problems into Engagements
Rick Solomon
 
 
Recording:
0 CPE
E. NEW - New Possibilities for Your Practice—New Ways to Touch and Enhance the Lives of Your Clients
Rick Solomon
Business Management and Organization
October 19
Internet Live:
2 CPE
Recording:
Coming Soon

F. NEW - Using Compliance Work to Uncover Business Improvement Opportunities
Ric Payne
 
 
Recording:
0 CPE

II. Management and Leadership

A. Plan and Lead in the Right Direction
Rex Gatto
 
 
Recording:
0 CPE
B. NEW - Planning a Self Run Retreat
Rex Gatto
Management and Leadership
October 6
Internet Live:
2 CPE
Recording:
Coming Soon
C. Styles and Dimensions of Leadership
Rex Gatto
 
 
Recording:
0 CPE
D. Being a Leader Regardless of Your Role
Tamera Loerzel
and
Michelle Baca
Management and Leadership
December 15
Internet Live:
2 CPE
Recording:
0 CPE
E. Learning to Be a Department Head
Jack Suttle
Management and Leadership
September 21
Internet Live:
2 CPE
Recording:
0 CPE
F. IT Vision and Strategy—An Accelerator for Firm Growth
Jim Boomer
Management and Leadership
October 18
Internet Live:
2 CPE
Recording:
0 CPE
G. Critical Skills Every Manager Must Develop followed by Showcase of Services for CPA Firms
Sandra Wiley
Management and Leadership
November 30
Internet Live:
2 CPE
Recording:
0 CPE
H. Workflow: Why Now?
Glen Keenan
Management and Leadership
October 4
Internet Live:
2 CPE
Recording:
0 CPE
I. NEW - How to Make a Niche Work for Your Firm
August Aquila
Sandra Wiley
Jennifer Wilson
Management and Leadership
November 29
Internet Live:
2 CPE
Recording:
Coming Soon

J. NEW - Accounting Firm of the Future—How Firms Can Survive and Succeed
Allan Koltin
 
 
Recording:
0 CPE

K. NEW - Gaining a Competitive Advantage—Differentiate Your Firm and Win
Rick Solomon
Personal Development
September 28
Internet Live:
2 CPE
Recording:
Coming Soon

L. NEW - I Trust You (Sort Of). Do You Trust Me? followed by Showcase of Services for CPA Firms
Convergence Coaching
Personal Development
October 5
Internet Live:
2 CPE
Recording:
0 CPE
M. NEW - Future of the Accounting Profession
Steve Erickson
Business Management and Organization
December 5
Internet Live:
2 CPE
Recording:
0 CPE
N. Effectively Communicating Within Your Firm
Rex Gatto
 
 
Recording:
0 CPE

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

P. NEW -  7 Trends That Must be Reversed to Improve the Viability of Your Firm
Steve Erickson
 
 
Recording:
0 CPE

Q. Women in Today's Profession
Sandra Wiley
 
 
Recording:
0 CPE

III. Partnership Issues

A. NEW -  The Core Competencies of an Effective Partner
Tim Michel
Personal Development
September 12
Internet Live:
2 CPE
Recording:
Coming Soon

B. Partner Compensation: Best Practices
Marc Rosenberg
Business Management and Organization
November 15
Internet 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
 
 
Recording:
0 CPE

D. Partner Unity and Accountability
August Aquila
Business Management and Organization
December 14
Internet Live:
2 CPE
Recording:
0 CPE

E. Understanding What Your Partnership Agreement Should Include
Joel Sinkin
Business Management and Organization
January 24, 2012
Internet Live:
2 CPE
Recording:
0 CPE

F. NEW - Partner Self Evaluations—Assess Your Talents
Rex Gatto
Personal Development
September 29
Internet Live:
2 CPE
Recording:
Coming Soon

G. NEW - Partnership Structure—Management Dynamics of Firms that Grow from 2 Partners to 4 and Bigger
Allan Koltin
 
 
Recording:
0 CPE

H. NEW - How to Operate a Compensation Committee
Marc Rosenberg
Business Management and Organization
November 2
Internet Live:
2 CPE
Recording:
Coming Soon

I. NEW - Partner Selection Criteria
August Aquila
Management and Leadership
December 16
Internet Live:
2 CPE
Recording:
Coming Soon

J. NEW - Introduction to the Eat What You Kill to the Building a Village (one firm concept) business models
Bill Reeb
Business Management and Organization
September 26
Internet Live:
2 CPE
Recording:
Coming Soon

IV. Performance

A. Balanced Scorecard—It Can Work in Your Firm
Sandra Wiley
Business Management and Organization
October 17
Internet Live:
2 CPE
Recording:
0 CPE

B. Strategic Planning & Goal Setting—FOR RESULTS!
Marc Rosenberg
Business Management and Organization
September 27
Repeated
December 6
Internet Live:
2 CPE
Recording:
Coming Soon

C. Effectively Giving Performance Feedback
Rex Gatto
Business Management and Organization
 
Recording:
0 CPE

D. NEW - The Three Most Important Key Performance Indicators
Ron Baker
 
 
Recording:
0 CPE

E. Performance Management: Managing Accountability for Great Performance
Sandra Wiley
Management and Leadership
August 31
Internet Live:
2 CPE
Recording:
0 CPE

F. NEW - Replacing Annual Performance Appraisals
Ron Baker
Management and Leadership
September 8
Repeated
December 1
Internet Live:
2 CPE
Recording:
Coming Soon

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

H. NEW -  Driving Practice Value and Profitability (including the "attributes of high value firms").
Tim Michel
 
 
Recording:
0 CPE

V. Risk Management

A. Engagement Letters—More Communication, Less Liability
Gary Barnes
Business Management and Organization
November 10
Internet Live:
2 CPE
Recording:
0 CPE
B. Audit Failure—Case Studies and Remedies
Gary Barnes
Auditing
December 9
Internet Live:
2 CPE
Recording:
0 CPE
C. NEW - Anatomy of a Malpractice Lawsuit
Gary Barnes
 
 
Recording:
0 CPE

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

VI. Non-Technical Skills

A. Conducting Powerful Presentations
Michelle Baca
Personal Development
September 7
Internet Live:
2 CPE
Recording:
Coming Soon
B. Mentoring for Better Performance and Retention
Rex Gatto
Personal Development
December 7
Internet Live:
2 CPE
Recording:
0 CPE
C. NEW - Developing Your Non-Technical Skills
Sandra Wiley
Personal Development
October 12
Internet Live:
2 CPE
Recording:
Coming Soon

D. NEW - Helping People Overcome Their Personal Pitfalls
Convergence Coaching
Personal Development
November 17
Internet Live:
2 CPE

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

F. NEW - The Pulse of e-Marketing for Accounting Firms
Gary Kravitz
Personal Development
January 10, 2012
Internet Live:
2 CPE

VII. Specialized Client Value Services

i. Specialized Client Value Services—Physician Practice

A. NEW - Enhancing Services to New and Existing Physician Clients
Randy Pinnow and
Suzanne Denzine
Specialized Knowledge and Applications
January 18, 2012
Internet Live:
2 CPE
Recording:
0 CPE
B. NEW - Controlling Healthcare Costs Through Accountable Care Organizations
Robert Cimasi
Specialized Knowledge and Applications
September 23
Internet Live:
2 CPE
Recording:
Coming Soon
C. NEW - Hospital-Physician Alignment: Options and Strategic Implications
Robert Cimasi
Specialized Knowledge and Applications
November 14
Internet Live:
2 CPE
Recording:
Coming Soon
D. NEW - Valuation of Healthcare Entities and Assets-The Impact of 2010 Legislation
Robert Cimasi
Specialized Knowledge and Applications
January 17, 2012
Internet Live:
2 CPE
Recording:
Coming Soon
E. NEW - Physician Compensation Arrangements: Fair Market Value and Commercial Reasonableness
Robert Cimasi
Specialized Knowledge and Applications
October 24
Internet Live:
2 CPE
Recording:
Coming Soon

F. NEW - Fair Market Value of Physician Compensation -- Appraisal Theory and Applications
Randy Biernat
Specialized Knowledge and Applications
September 13
Internet Live:
2 CPE
Recording:
Coming Soon

G. NEW - Physician Practice (& Ancillary Business) Valuation -- Appraisal Theory and Applications
Randy Biernat
Specialized Knowledge and Applications
November 1
Internet Live:
2 CPE
Recording:
Coming Soon

H. NEW - Profitability Consulting for a Medical Practice
Marc Lion
Specialized Knowledge and Applications
December 2
Internet Live:
2 CPE
Recording:
Coming Soon

I. NEW - M&A Presentation - Buying, Selling & Merging a Medical Practice
Dan Bryant
Specialized Knowledge and Applications
January 12, 2012
Internet Live:
2 CPE
Recording:
Coming Soon

ii. Specialized Client Value Services—Construction and Real Estate

A. Cost Segregation Analysis
Alan Smith
 
 
Recording:
0 CPE

B. Energy Policy Tax Incentives
Charles Goulding and Jacob Goldman
Taxes
October 25
Internet Live:
2 CPE
Recording:
0 CPE

C. NEW - Construction Contractor Valuation
Brian Muncy and
Paul Wonch
Specialized Knowledge and Applications
October 7
Internet Live:
2 CPE each
Recording:
Coming Soon

iii. Specialized Client Value Services—Succession Planning and M&A

A. NEW - Valuation of Client Businesses for M&A Transactions
Chris Mellen
Business Management and Organization
September 19
Internet Live:
2 CPE
Recording:
Coming Soon

B. NEW - Client Exit Strategies and Their Impact on Business Value
Chris Mellen
Business Management and Organization
October 21
Internet Live:
2 CPE
Recording:
Coming Soon

C. NEW - Incorporating Exit Planning Into Your CPA Practice
John Leonetti
Business Management and Organization
November 4
Internet Live:
2 CPE
Recording:
Coming Soon

iv. Specialized Client Value Services—Other

A. What Every CPA Should Know About Working with a Family Business
Carol Ryan and David Ransburg
Specialized Knowledge and Applications
August 24
Internet Live:
2 CPE
Recording:
0 CPE
B. The CPA as Advisor to Business Managers in Uncertain Times
Ric Payne
 
 
Recording:
0 CPE

C. NEW - Tax Update Personal Taxes part 1 - Personal & Estate Taxes / part 2 - Business Taxes
A course from an outside producer
Dennis Gerschick
Taxes
Part 1
November 11
Part 2
December 12
Internet Live:
2 CPE each
Recording:
Coming Soon

D. Helping Clients Understand How to Increase the Valuation of their Business
Ric Payne
Business Management and Organization
September 16
Internet Live:
2 CPE
Recording:
Coming Soon

VIII. Succession Planning and M&A

A. NEW - The Future of CPA Firm Consolidation and Its Impact on Strategy
Joe Tarasco and
John Raspante
Business Management and Organization
November 7
Internet Live:
2 CPE
Recording:
Coming Soon
B. NEW - External Succession Planning for the 1 to 4 Partner Firm
Joel Sinkin
Business Management and Organization
April 27
Repeated
August 18
Internet Live:
2 CPE
Recording:
Coming Soon
C. NEW - Succession Planning for the 5 Partner Firm and Larger
Joel Sinkin
Business Management and Organization
May 25
Repeated
October 13
Internet Live:
2 CPE
Recording:
Coming Soon
D. NEW - Mergers of Accounting Firms: the why, how and with who to affiliate with?
Joel Sinkin
Business Management and Organization
September 22
Repeated
December 13
Internet Live:
2 CPE
Recording:
Coming Soon

E. NEW - Who is Going to Take Over My Practice?
Tim Michel
 
 
Recording:
0 CPE
F. Mergers of Accounting Firms: The Who, What, Why, When, and How
Joel Sinkin
 
 
Recording:
0 CPE

G. Buying, Selling and Valuing an Accounting Practice
Joel Sinkin
 
 
Recording:
0 CPE

IX. Staff

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

X. Marketing and Selling

A. NEW - Sell Without Selling Advanced—For Those With Experience
Rick Solomon
Personal Development
November 9
Internet Live:
2 CPE
Recording:
Coming Soon
B. Sell Without Selling
Rick Solomon
Personal Development
 
Recording:
0 CPE

C. NEW - The Power of the Pyramid (Part 1): Getting everyone in your firm involved in appropriate business
Scott Bradbury
Personal Development
October 28
Internet Live:
2 CPE
Recording:
Coming Soon
D. NEW - The Power of the Pyramid (Part 2): Developing a powerful and effective referral network
Scott Bradbury
Personal Development
November 18
Internet Live:
2 CPE
Recording:
Coming Soon

E. NEW - The Power of the Pyramid (Part 3): Selling to 10's: Target selling takes your firm to the next level
Scott Bradbury
Personal Development
January 9, 2012
Internet Live:
2 CPE
Recording:
Coming Soon

XI. *Courses from Outside Producers

A. NEW - Most Trusted Business Advisor Webcast Series
Bill Reeb
Business Management and Organization
May 4, June 2, June 27, August 24, 11:30 a.m. - 1:30 p.m. EST
Internet Live:
2 CPE

B. NEW - 2012 Federal Tax Update - Part 1 Individual Taxes
A course from an outside producer
Dennis Gerschick
Taxes
November 11
Internet Live:
2 CPE each
Recording:
Coming Soon

C. NEW - 2012 Federal Tax Update - Part 2 Business Taxes
A course from an outside producer
Dennis Gerschick
Taxes
Part 2 December 12
Internet Live:
2 CPE each
Recording:
Coming Soon

 

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60630
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