WEBINAR: SEPTEMBER 17, 2020

WEBINAR: SEPTEMBER 17, 2020

Practice Continuation Agreements for COVID Conditions and Other Times
September 17, 2020 @ 1-1:50pm ET
Protect your practice, the business interests of your clients, and the financial interests of you and your family in the event of an uncontrollable significant personal change, such as prolonged illness, disability or death. Learn what needs to be part of any viable practice continuation agreement so that there is an orderly plan for operations, best practices and criteria to select the right firm to continue the practice.

Who Should Attend
  • CPA Firm Owenrs
  • Partners
  • Aspiring Firm Owners

Learning Objectives

  • Common triggers of initiating a practice continuation agreement and the terms needed to include with each trigger.
  • Creating a plan that is right for you/your firm--and learning how to ratify the plan.
  • Finding the right successor/custodian.
  • Best practices and protocols, including creating timelines, how to communicate with clients and staff.
  • Other key considerations, including employment contracts, bonus plans and referral protection.
 
Presenter: Ira Rosenbloom, CPA, Chief Operating Executive of Optimum Strategies, LLC.

 

REGISTER - All members attend all webinars FREE!



ADDITIONAL INFORMATION

Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

WEBINAR: SEPTEMBER 17, 2020CPA 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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