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About
Virtual Roundtables
CPA Leadership Institute offers an interactive Virtual Roundtable full of best practices, big ideas and bold vision led by one of our seasoned moderators.
Each Virtual Roundtable is limited to 15 participants and will include open-mic discussions, brainstorming and interaction among participants.
Click here to learn more about our Virtual Roundtable.
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Cost
Each Virtual Roundtable consists of 7 sessions. The first session is FREE and provides an overview.
$1,200 for remaining 6 sessions
CPALI Professional Members receive a $100 discount. |
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About
CPA Leadership Institute
CPA Leadership Institute has been helping CPA leaders run great firms for more than 10 years. CPALI provides many valuable tools, reports, webinars and other services to help you and your firm become knowledge leaders.
Click here for more details or to join!
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CPE Entitlement
and Cancellation
Participants are entitled to up to 9 CPE credits. View our CPE Credit Policy here.
Due to the limited number of participants, refunds can not be offered to participants once the series begins.
For questions, complaints or concerns, please contact Joel Shiffrin, President, at 888-406-0088 or [email protected].
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Virtual Roundtables
An exclusive, small group discussion
Profitability: How CPA Firms Can Improve Profits
Starts July 11, 2013 - 3 PM ET, 2 PM CT, 1 PM MT, Noon PT
 This CPA Leadership Institute Virtual Roundtable is moderated by Ira Rosenbloom, COE of Optimum Strategies, LLC, a consulting firm focused on facilitating strategic achievements for small and medium-sized CPA firms, with primary emphasis on enhancing profitability and business performance.
Many CPA firms are “ultra-profitability” minded today. This Virtual Roundtable will help you discover proven methods and techniques that can enhance the profitability of your firm, and maximize the potential for your continued success.
For detailed information, please view the AGENDA.
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CLICK HERE TO REGISTER.
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| Who Should Participate:
CPA Firm Partners/Owners, along with current and future leaders, should participate in this Virtual Roundtable. Ideal for firms with total staff of 5–50.
Virtual Roundtable Schedule:
All sessions are 3:00-4:15 PM EST unless noted.
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FREE Overview Session*
3:00-4:00 PM ET
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7/11/13
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1. Minding Your Metrics
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8/8/13
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2. Client Accountability – Myth and Reality
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9/12/13
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3. The “Ideal” and “Model” Client
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10/17/13
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4. Win/Win Compensation Systems
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11/14/13
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5. Marketing and Business Development – Setting the Bar and Getting Results
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12/12/13
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6. Profitability and Mergers
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1/16/14
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Program Level: Advanced
Prerequisite: This session is for Partners/Owners and Leaders of Accounting Firms
Advanced Preparation: None
Field of Study: Business Management and Organization
This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.
Please note each Virtual Roundtable will evolve based on group discussion and input.
*The overview session is FREE. At the conclusion, you will be prompted to register for the Virtual Roundtable.
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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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©2013 CPA Leadership Institute, Inc., 200 East Randolph Street, 24th Floor, Chicago, IL 60601
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