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CPA Leadership Institute Webinar Series
August 15, 2013 |
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Want to attend?
Join as a Professional Member for $299 and you can attend webinars free. Also review our 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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Mergers and their Impact on Strategy
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
  In the next 5–10 years, thousands of baby-boomer partners will be at or near retirement age. To make matters worse, most accounting firms have not funded baby-boomer partner pensions. Therefore, implementing a business strategy to take their firms to the next level of success is critical to the future of most accounting firms and their ability to remain independent.
Presenter, Joe Tarasco, CPA, founded the Accountants Advisory Group, LLC.
View the course syllabus.
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Cost & Registration
To register, select the date by your membership level.
Purchase a recording. (A recording of this webinar will be available after the first live session.)
| Professional member |
$39 |
| Premium member |
$59 |
| Standard and Non-member |
$99 |
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Program Information
Who Should Attend
- Managing Partneras
- All Partners involved in managing the firm
- Executive Directors and COOs of CPA firms
What You Learn
- Current trends in the accounting profession and where it is headed in the future.
- The Top 10 factors in developing a business strategy to remain an independent firm of the future.
- Taking advantage of this dynamic marketplace by developing strategies to overcome threats to the future success of your firm.
- Implementing an “M&A Business Model” to bring your firm to the next level of success.
- How to market and promote your firm as an M&A firm of choice in this very competitive marketplace for quality M&A candidates.
- Professional liability risks and exposures in an M&A transaction.
Benefits of Attending
- How to develop strategies to deal effectively with the current & future changes in the profession
- Attaining insight and knowledge to develop a merger strategy to enable your firm to compete successfully in a dynamic marketplace
- Learning how to avoid professional liability risks in merger and acquisition transactions.
Program Level: Basic
Prerequisite: None
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.
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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, 200 East Randolph Street, 24th Floor, Chicago, IL 60601
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