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Members Attend Free
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Aug 27, 2019: 1-1:50pm ET
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WEBINAR - How To Self—Assess Your Capacity for Growth Initiatives—An Essential Step for Partners and the Firm in Becoming Great
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We will review a detailed list of best practices firms implement when looking to assess their capacity for growth initiatives and share some insights of ways for firms to assess their performance vs. the competition. For some firms and partners assessing their capacity to grow the top line is limited to attracting new clients and the firm spends the majority of time brainstorming ad hoc and random activities they believe will bring in new clients. There is so much more to do if you want to consider more ways to grow the top line and how to get all of your professionals involved. Great firms also consider measuring and improving the ROI of the investment, both time and money, in growth efforts. Presenter, Larry Bildstein is CEO of The Whetstone Group, Inc. Whetstone's mission is to help CPA firms and professional service firms nationwide find growth and hone their competitive edge. Larry provided strategic leadership as the Regional Managing Partner of a $50 million annual revenue unit within McGladrey. He also was a Client Service Coordinator where he provided business advice, growth consulting, and mergers and acquisitions assistance in addition to tax and financial services to a variety of business owners. Additionally, he has been published in AICPA's The Journal of Accountancy; Partner Advantage Advisory; Guide to Marketing: A Supplement to Accounting Today, Accounting Technology, and Practical Accountant; CPA Leadership Report; RSM McGladrey Network's NetWorks Newsletter; the Institute of Management and Administration, Inc. Partner's Report; CCH CPA Practice Management Forum; and on the Association for Accounting Marketing's website. |
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Who Should Attend
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Learning Objectives
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Managing Partners Partners Industry and functional specialization leaders Niche champions Those who aspire to leadership roles Any client service provider
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Understand what effective leadership in your capacity for growth could look like for firms who want to become great firms. Ideas to be able to effectively implement the best practices. How to maximize the effectiveness of your capacity to grow, including how each partner can play an effective role in the effort. Able to hear ideas from a veteran client service, CPA firm leader and industry consultant. Implementation of best practices using techniques from other firms that have done it effectively. |
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. |