Free Seats Program
Firm Leadership Webinar Packages

Choose one of the webinar packages below and get 30 seats at each webinar(total 240) to give to your CPA clients or prospects for an aggregate investment of only $2,900.

Or create your own package of eight webinars of your choice from our complete catalog for $3,200.

  FACULTY DATE
Group 1 - Client Service and Performance    
How to Make a Niche Work for Your Firm
August Aquila, Sandra Wiley & Jennifer Wilson 07/19/12
Performance Management: Managing Accountability for Great Performance
Sandra Wiley 07/26/12
Delivering Great Client Service
Sandra Wiley 08/07/12
Value Pricing as a Business Model
Ron Baker 08/09/12
Helping Clients Understand How to Increase the Valuation of their Business
Ric Payne 08/21/12
Differentiate Your Firm and Gain a Competitive Advantage
Rick Solomon 10/03/12
Mentoring for Better Performance and Retention
Rex Gatto 10/17/12
Using Compliance Work to Uncover Business Improvement Opportunities
Ric Payne 12/11/12
Group 2 - Client Service    
Interpreting Non-Profit Financial Statements
Jim White 07/12/12
How to Make a Niche Work for Your Firm
August Aquila, Sandra Wiley & Jennifer Wilson 07/19/12
Value Pricing as a Business Model
Ron Baker 08/09/12
Controlling Healthcare Costs Through Accountable Care Organizations
Robert Cimasi 09/25/12
Business Valuations for Construction Contractors
Brian Muncy & Paul Wonch 10/04/12
Enhancing Services to New and Existing Physician Clients
Suzanne Denzine 10/04/12
Using Compliance Work to Uncover Business Improvement Opportunities
Ric Payne 12/11/12
Helping Clients Understand How to Increase the Valuation of their Business
Ric Payne 12/11/12
Group 3 - Health Care    
Physician Practice (& Ancillary Business) Valuation – Appraisal Theory and Applications
Randy Biernat 07/12/12
Hospital-Physician Alignment: Options and Strategic Implications
Robert Cimasi 08/02/12
Mergers & Acquisitions for Physician Practices
Randy Biernat 08/29/12
Profitability Consulting for a Medical Practice
Marc Lion 09/06/12
Physician Compensation Arrangements: Fair Market Value and Commercial Reasonableness
Robert Cimasi 10/02/12
Enhancing Services to New and Existing Physician Clients
Suzanne Denzine 10/04/12
Fair Market Value of Physician Compensation – Appraisal Theory and Applications
Randy Biernat 10/24/12
Valuation of Healthcare Entities and Assets-The Impact of 2010 Legislation
Robert Cimasi 11/06/12
Group 4 - Partner Matters    
Common Success Characteristics of Successful Firms and Partners
Allan Koltin 07/17/12
Driving Partner Performance and Accountability with Feedback and Straight Talk
Jack Lee 07/24/12
Learn How to Be a Great Partner
Steve Erickson 08/01/12
Partner Selection Criteria
August Aquila 08/16/12
Dealing with Non-Performing Partners
Sandra Wiley 09/27/12
Using Competency Models to Develop High Performance Partners and Managers
Joe Tarasco 10/17/12
How to Operate a Compensation Committee
Marc Rosenberg 10/30/12
Partner Compensation -A Comparative Analysis of Methods
Marc Rosenberg 11/27/12
Group 5 - Partner Matter    
Strategic Planning & Goal Setting – FOR RESULTS!
Marc Rosenberg 06/05/12
I Trust You (Sort Of). Do You Trust Me?
Tamera Loerzel 07/10/12
Common Success Characteristics of Successful Firms and Partners
Allan Koltin 07/17/12
Planning and Implementing Your Firm's Retreat
Rex Gatto 07/18/12
Partner Retirement/Buyout Plans: What a Good Plan Looks Like and How They Have Changed in Recent Years
Marc Rosenberg 09/25/12
Dealing with Non-Performing Partners
Sandra Wiley 09/27/12
Profitability, Accountability and Efficiency--The Three Essential Elements for Success
Steve Erickson 10/02/12
Group 6 - Non-Technical Leadership Skills - Track 1    
Strategic Planning & Goal Setting – FOR RESULTS!
Marc Rosenberg 06/05/12
I Trust You (Sort Of). Do You Trust Me?
Tamera Loerzel 07/10/12
How to Make a Niche Work for Your Firm
August Aquila, Sandra Wiley & Jennifer Wilson 07/19/12
Balanced Scorecard Can Be A Reality - Taking it to the Next Level
Sandra Wiley 07/26/12
Delivering Great Client Service
Sandra Wiley 08/07/12
Critical Skills Every Manager Must Develop
Sandra Wiley 09/27/12
Profitability, Accountability and Efficiency--The Three Essential Elements for Success
Steve Erickson 10/02/12
Cloud Computing – A Fad or the Future?
Jim Boomer 10/16/12
Group 7 - Non-Technical Leadership Skills - Track 2    
I Trust You (Sort Of). Do You Trust Me?
Tamera Loerzel 07/10/12
Critical Skills Every Manager Must Develop
Sandra Wiley 07/11/12
Mentoring for Better Performance and Retention
Rex Gatto 07/18/12
How to Make a Niche Work for Your Firm
August Aquila, Sandra Wiley and Jennifer Wilson 07/19/12
Delivering Great Client Service
Sandra Wiley 08/07/12
Differentiate Your Firm and Gain a Competitive Advantage
Rick Solomon 10/03/12
Cloud Computing – A Fad or the Future?
Jim Boomer 10/16/12
The Three Most Important Key Performance Indicators
Ron Baker 10/25/12
Group 8 - Non-Technical Leadership Skills - Track 3    
I Trust You (Sort Of). Do You Trust Me?
Tamera Loerzel 07/10/12
Planning and Implementing Your Firm's Retreat
Rex Gatto 07/18/12
The Future Tax Practice
Sandra Wiley 08/07/12
The Underlying Personality Traits that Determine Leadership Styles
Jay Nisberg 08/09/12
Driving Practice Value and Profitability including the "attributes of high value firms"
Joe Tarasco 09/20/12
Critical Skills Every Manager Must Develop
Sandra Wiley 09/27/12
Differentiate Your Firm and Gain a Competitive Advantage
Rick Solomon 10/03/12
Cloud Computing – A Fad or the Future?
Jim Boomer 10/16/12
Group 8 - Non-Technical Leadership Skills - Track 4    
I Trust You (Sort Of). Do You Trust Me?
Tamera Loerzel 07/10/12
Physician Practice (& Ancillary Business) Valuation – Appraisal Theory and Applications
Randy Biernat 07/12/12
Mentoring for Better Performance and Retention
Rex Gatto 07/18/12
Hospital-Physician Alignment: Options and Strategic Implications
Robert Cimasi 08/02/12
Motivating Employees
Rex Gatto 08/08/12
Replacing Annual Performance Appraisals
Ron Baker 09/06/12
Effectively Giving Performance Feedback
Rex Gatto 09/20/12
Controlling Healthcare Costs Through Accountable Care Organizations
Robert Cimasi 09/25/12
Critical Skills Every Manager Must Develop
Sandra Wiley 09/27/12
Physician Compensation Arrangements: Fair Market Value and Commercial Reasonableness
Robert Cimasi 10/02/12
Cloud Computing – A Fad or the Future?
Jim Boomer 10/16/12
Valuation of Healthcare Entities and Assets-The Impact of 2010 Legislation
Robert Cimasi 11/06/12