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CPA Leadership Institute Webinar Series
December 3, 2014 |
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Want to attend?
Become a Professional Member today for only $199 and attend our webinars FREE. We also have affordable group plans.
Contact us today.
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About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join. |
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CPE Entitlement
Participants are entitled to 2 CPE credits. More information.
Cancel your registration at any time for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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Partner Retirement Buyout Plans
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
 If you're like most firms, your partner agreements have not been reviewed or updated in a long time. That is dangerous given the number of retirements looming on the horizon. Gary will discuss the trends in the profession and share his perspective as a former managing partner of a top 200 firm. He will help you determine whether your retirement provisions are fair to the “old guys” and the “young guys”.
 Presenter, Gary Adamson, is the 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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Cost & Registration
To register, select the date by your membership level.
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Program Information
Who Should Attend
- Managing partners
- All partners
- Firm administrators
- Firm leaders
Learning Objectives
- What is the firm worth?
- Benchmarking allocation and method of payout of goodwill to retiring partners?
- Recommendations on best practices
- Why are more firms putting client transition expectations on their agreements?
- Compare your current agreements to the latest trends in the profession
- Which partner retirement systems are most common for a firm your size
- Tools to be able to update or, if necessary, rewrite your partner agreements
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
This is a Group Live Internet-Based offering. The instructional method is lecture with active group participation and visual aids.
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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. |
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©2014 CPA Leadership, 300 North LaSalle Street, Suite 4925, Chicago, IL 60654
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