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Members Attend Free
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July 9, 2019: 1-1:50pm ET
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 How do you evaluate your process for partner admission and succession in your firm? What are the best practices in the profession and the things that you should be doing to assure a smooth transition of ownership? This webinar will give you information on a new self-assessment tool that you can use in your firm. 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. |
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Who Should Attend
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Learning Objectives
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Managing partners All partners Firm administrators Firm leaders
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Learn the current trends in partner buyouts. Explore a sampling of the 27 best practices. Understand what an effective client transition process looks like. Learn why firms are moving toward a mandatory retirement age and client transition expectations for retiring partners. Learn how to protect the firm and be fair to the retiring partners. |
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. |