Attend this webinar FREE, click to register.

Janaury 16, 2018, 1:00 - 1:50 pm EST
How to Self-Assess Your Firm in Five Critical Areas of Leadership and Management -- An Essential Step to Becoming a Great Firm
How do you evaluate your leadership and management in your firm? What are the things that you should be doing, not just to sustain your practice, but to really prosper through the rapidly changing next five years? Are you performing at the top of your game? This webinar will give you the tools to do your own self-assessment and score yourself in five critical areas of firm management.

Presenter, Gary Adamson is President of Adamson Advisory and recent managing partner of a top 200 firm. He consults with firms in the areas of strategic planning, governance, succession, M&A, compensation and partner agreements, and partner coaching/accountability.
Who Should Attend
Learning Objectives
Managing partners

All partners

Firm administrators

Firm leaders

  • Learn the five critical areas in your practice where firm leadership and management should be focused.
  • Learn why there are many good CPA firms but not so many great firms. Where and how are the great firms excelling?
  • Review the key elements in the five critical areas and how to score your firm in each area.
  • Understand which two managing partner responsibilities have the most impact to a CPA firm.
  • Learn why non-financial metrics are often the most important to the success of a CPA firm but seldom receive the appropriate value.

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.
Cost and Registration
(Click your membership level to register.)
Professional: FREE               Jan. 16  
Premium/Non-Member: FREE    Jan. 16   
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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.