 This Roundtable is a great forum for partners to keep their finger on the pulse of the profession.
These meetings will be conducted over the Internet with visual display and open-mic audio for discussion purposes. The groups will be limited to 15 partners or partners-in-training from firms with 3 to 15 partners.
The Roundtable Meetings will help partners:
- Find out how other firms deal with important issues
- Discover best practices
- Understand their roles of partners
- Set personal and firm goals
- Discussion topics will include:
- partner retirement and succession
- partner coaching and growth
- firm strategy and profitability
- governance
- partner compensation
- M&A
- and more
The first session on January 8, 2013, is FREE. It will be a one-hour session devoted to a discussion on partner retirement issues. After the session you will decide if you want to continue as a Virtual Roundtable member.
The cost of the series is $1,200 (Professional members of CPA Leadership Institute pay $1,100.) The maximum size for each Partner Roundtable is 15 participants. We expect the first session to have more than 15 participants and, therefore, will not be open mic.
Session Schedule
Subsequent sessions of 75 minutes each are tentatively scheduled for:
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Session #1: January 8, 2013 (1-2 PM ET) FREE Introductory Session
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Session #2: February 6, 2013 (3-4:15 PM ET)
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Session #3: May 8, 2013 (3-4:15 PM ET)
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Session #4: June 20 2013 (3-4:15 PM ET)
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Session #5: July 17, 2013 (3-4:15 PM ET)
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Session #6: August 7, 2013 (3-4:15 PM ET)
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Session #7: September 26, 2013 (3-4:15 PM ET)
For a detailed list of topics, please view the Partner Knowledge Agenda.
The cost of attendance for all sessions is $1,200. Professional Members of CPA Leadership Institute get a discount of $100.
Click here to register.
How the Program Works
For additional information on the modus operandi, click here. Or, contact Joel Shiffrin, CEO of CPA Leadership Institute at [email protected] or (312) 286-4146. |
