Presentation will introduce prevailing systems for partner compensation and highlight factors to consider when selecting the system for your firm. Accountability and coordination with buy in and buy out will be addressed as well.

Presenter, Ira S. Rosenbloom, CPA (LR), is the chief operating executive (COE) of Optimum Strategies, LLC, a niche CPA practice management advisory firm that specializes in enhancing firm effectiveness, identifying and maximizing practice combination efforts such as mergers and acquisitions (M&A), and helping firm owners create the right leadership engagement and succession plans for long-term business continuity and success. 

A well-known and respected leader in the community across the Mid-Atlantic region, Ira works with dozens of clients each year to help them build stronger CPA firms designed to improve profitability, accountability, and client satisfaction. He is known for his ability to motivate internally and externally for strong bottom line.

Before founding Optimum Strategies in 2009, Ira served as managing partner of a mid-sized regional firm, practice director for a national firm, regional partner in a national CPA M&A advisory firm, and as a hands-on consultant to CPA firm leaders.

Partners & Aspiring Partners

How to figure a system that will be right for your firm

Overview of common systems

Goals of a fair system

Implementation

Assessment

Gain perspective on what a solid system should achieve

Learn about the  importance of compensation to the buy-in and buy-out