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Navigating the Generational Changes in Today's CPA Workforce
October 21, 2025 @ 1-1:50pm ET
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CPA firms today face a variety of issues including a shortage of CPA professionals, a large portion of retiring baby boomer professionals (with a lot of client work, desperately looking for someone to transition to), and the residue of a ten-year gap of accountants – leaving an hourglass pinch in the talent pool. Added to the mix is a rash of mergers and acquisitions (including private equity deals) leaving many CPAs scratching their heads.
This webinar will take a deep dive into the current challenges facing the multiple generations of accountants in today's marketplace, exploring options that both small and regional CPA firms have explored. Lisa Tierney will share case studies, discuss real-life examples of success, and present alternative approaches to overcome challenges. We hope that this thought-provoking presentation will empower you to investigate and contemplate a new and wonderful way to think about how your CPA firm might thrive in the short and long term.
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| Who Should Attend |
- CPAs
- Managing Partners, Partners, soon to be Partners and Retiring Partners
- Human Resource Professionals and Firm Administrators
- COOs and CEOs
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| Learning Objectives |
- Learn why so many partners are struggling with their transition plans (and learn practical tips to help them)
- Explore motivation / behavior of the multi-generational workforce
- Learn how to find (hire) qualified staff – at all levels
- Learn how to retain (empower) well-performing staff at all levels
- Explore a new approach to serving your clients that embraces their needs, leverages technology and expands your current ideas about your workforce (and we don't just mean outsourcing)
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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.