*Looking Ahead: Merging the Past into the Future
How "old school" core values and modern trends can bring your firm success.
CGMA Magazine

Boosting Your Bottom Line
Marc Rosenberg discusses profitability best practices.
The Marc Rosenberg Blog

Creating a Developmental Action Plan
Roger Russell dispels several common misconceptions about selling an accounting firm.
Accounting Today

Is Mandatory Retirement Right for Your Firm?
Here are two opposing perspectives on the mandatory retirement question. There is no wrong answer. It depends upon the goals of the firm.
The Marc Rosenberg Blog

Where Will Your New Leaders Come From?
Identifying leaders is just as important as -- and often more difficult than -- developing them.
Accounting Today

Designing the Firms of the Future
The Thriveal Laboratory prototypes new business models for public accounting.
Journal of Accountancy

Building Your Brand Requires the Right Mindset
The key is to think about what you want people to think and then to put into action whatever it takes to turn that into reality.
Ric Payne's Blog

*CPA Firm Mergers: The Best Best Practices
Marc Rosenberg has compiled a list of more than 100 merger best practices. Here are his favorites.
The Marc Rosenberg Blog

What's Holding Your Firm Back?
Ten obstacles to firm growth.
Solutions for CPA Firm Leaders

How to Hold On to Your Staff
What can your firm do to keep your staff from leaving?
Accounting Today

Is Your Leadership Program Working?
Six problems that can render leadership programs ineffective.
Solutions for CPA Firm Leaders

Is Your Technology a Ticking Time Bomb?
Technology risks that put your firm in a dangerous position.
CPA Trendlines

So Now You're a Partner
Making the transition from senior manager to partner.
Journal of Accountancy

To Be Successful, Leaders Must Learn to Delegate
Seven principles for effective delegation.
Accounting Today

*Marketing Questions You Should Be Asking
Six questions to help you understand your firm, your clients, and your next marketing move.
Public Practice

Identifying Your Firm's Future Leaders
How can your firm discover and develop the next generation of leaders?
Solutions for CPA Firm Leaders

Working With Cannabis Businesses: What You Need to Know
FAQ for accountants regarding the rapidly expanding cannabis industry.
CPA Trendlines

Partner Retreats: MP as Facilitator?
Experts weigh in on whether a partner retreat can be effective if it is run by the managing partner.
CPA Leadership Institute Leadership Forum Report

How to Ensure a Successful Partner Retreat
We asked firms for their top three "must haves" for a successful partner retreat.
CPA Leadership Institute Practice Management Survey

Last Months Best Practices Ideas
If you didn't have time to read the entire report, read these three "can't miss" articles, which can help your firm continuously improve.
CPA Leadership Institute Best Practices Suggestions

Published by CPA Leadership Institute, Inc.

    Joel Shiffrin - Publisher, Editor-in-Chief
    Dan Shiffrin - Managing Editor
    Hohna Harley - Assistant Editor

   © Copyright 2014 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited