June 2014 CPA Leadership Report

Vol. 12 No. 6, June 2014

CPA Leadership Report is the monthly review of the most important management and leadership articles in the accounting press. It includes electronic links to publishers' websites, where you can find the original complete articles. Our editors review more than 35 publications every month.

Members of CPA Leadership Institute can access the reviews below. Non-members can become familiar with CPA Leadership Report by reading the articles marked with an *.

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The Managing Partner Role (continued) Bill Reeb explains why the MP should be the person charged with implementation and accountability. Public Practice*
Preserving Partner Knowledge Firms today cannot afford to lose the wisdom, intellectual capital, and relationships of their senior partners.. Partner Insights
Holding on to High-Quality Staff Next Gen partners weigh in on how to keep staff engaged for the long term. The Marc Rosenberg Blog
How to Make Mentoring a Reality at Your Firm Insights from experts and firms that understand how to implement effective mentoring. Journal of Accountancy
Are You Mentor Material? Take this self-assessment to determine your natural mentoring aptitude. Solutions for CPA Firm Leaders
//www.cpaleadership.com/members/What_are_a_Mentees_Responsibilities.cfm ">What are a Mentee's Responsibilities? How mentees can contribute to having a positive mentoring experience. Solutions for CPA Firm Leaders
Why Get a Mentor? Rita Keller outlines the benefits of having a mentor. Solutions for CPA Firm Leaders
Working with Generation Y Tips for managers struggling to work with the young professionals on their teams. Journal of Accountancy

Merging Firm Cultures Factors to consider in assessing firm compatibility and the potential for a truly successful merger. Journal of Accountancy
Positioning Your Firm for an Upstream Merger Marc Rosenberg offers 11 keys to making your firm an attractive merger candidate for larger firms. CPA Trendlines
What to Expect When Merging With a Smaller Firm Marc Rosenberg reviews five issues you're likely to encounter. The Marc Rosenberg Blog
Merging With a Larger Firm: Questions to Ask Marc Rosenberg presents 25 questions smaller firms should ask larger firms before merging. CPA Trendlines*

A Foundation of Trust Five ways to build trust with prospects and clients. CPA Trendlines
Find Your Business Development Groove Simple steps to create your own approach to business development. Journal of Accountancy

Are You Helping Clients With Their Business Plans? Ric Payne recently asked people on his mailing list to complete a short questionnaire on their use of business plans for their practice and their clients. Ric Payne's Blog
Are Your Clients' Prices "Big" Enough? A novel pricing strategy worth sharing with your clients. Ric Payne's Blog*
Auditor's Vital Role in Uncovering Fraud This article recounts the story of a $53 million fraud scheme as a cautionary tale for auditors. CPA Journal

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Published by CPA Leadership Institute, Inc.

• Joel Shiffrin, Publisher and Editor-in-Chief	• Daniel Shiffrin, Managing Editor
• Hohna Hartley, Assistant Editor	For Membership Information Contact Us

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