ABOUT THE PROGRAM

Presented by Shannon Vincent, this webinar series helps practitioners increase growth, profit, value and cash flow through advanced and practical practice growth strategies.

Who Should Attend

• Sole practitioners
• Partners
• Practice managers
• Administrators

What You Learn

• The difference between leadership and management and what to focus on
• How to build a strategic plan and a budget including key profit drivers
• The key components of marketing and consultative sales processes
• The facts on value pricing
• The key components and drivers of a recruiting plan
• What "A" clients and high-net-worth clients want and how to serve them

Benefits of Attending

• Maximize the value of your practice
• Transform your firm and firm culture for growth and profitability
• Drive growth through pricing
• Obtain bigger and more profitable clients
• Receive a one-year complimentary subscription to CPA Leadership Report valued at $164

For a detailed description of the Webinar, please click here.

COST

If you are not yet subscribed, the fee is $295 for the full, 5-session webinar and includes a one-year subscription to CPA Leadership Report.  To receive your free subscription and enroll, please click here.

For subscribers to CPA Leadership Report, the fee is $131.  To enroll, please click here.

For information about group pricing as low as $98 per person, please email Stephanie Klug at [email protected].

TESTIMONIALS

"This webinar has been very informative and the presenter is polished and clear in his delivery.  Based on our experience here, I suspect we will be attending other, particularly in 2008.  Nice job!"

- Bob Inman/Gail Kaster-Inman, McCarthy Kaster CPAs

"Your presentation was the best keynote we have ever had.  It really spoke to the issues that firms are facing.  You clearly "get it" and also know the battles they face on a day to day basis.  Great how to's."
- Dennis McCarron. President, US Financial Advisors

"Shannon's presentation style is dynamic and engaging.  He is capable of keeping the audience awake either late in the day or just after lunch.  Shannon speaks our language in a clear and memorable style."
- Michael Daren. Partner, 12 partner firm

"The Next Dynamo"
- Ed Moran, Managing Partner, Moran, Quick and Associates, 4 partner firm

"Shannon was very helpful and oh so timely! The presentation was very well organized and complete.  Thanks!"
- Granville Loar, Executive Director, Association for Accounting Marketing

Shannon Vincent

Shannon Vincent is the co-founder of ReNew Group and is a successful entrepreneur, management consultant and CPA. Mr. Vincent consults with CPA firms of all sizes.  He consults with companies and institutions that partner with CPAs.

Shannon was named 40 under 40 to watch by CPA Technology Advisor Magazine in 2006.

Potent & Pragmatic Growth

Strategies for CPAs

CPA Leadership Institute publishes CPA Leadership Report, the monthly review of the best articles on leadership and management in the accounting press.  The monthly articles and the vast archives help CPAs in planning, decision making, and growth.  For sample issues please visit www.cpaleadership.com.

CPE & Participation Hours Entitlement

Participants are entitled to 8 CPE credits.  For more information, please click here.

Refunds will be issued to participants, less a $75 cancellation fee, provided they cancel prior to the day of the event.  All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or [email protected].

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.