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ABOUT THE PROGRAM
Learn from someone with 30 years' experience as managing partner of a firm that went from five to 250+ people. We will cover the goals and strategies needed to move your firm forward. At the end of the sessions, you will have a business plan that will guide your firm for years to come.
For a detailed description of the Webinar, please click here.
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Who Should Attend
- Owners
- Partners
- Anyone who wants to grow financially
What You Learn
- Business planning and strategies to expand and enhance your practice
Benefits of Attending
- Learn from someone with 30 years of management experience
- At the end of the webinar, you'll have a plan that will last forever
- Learn how to grow your firm and make more money
- Receive a one-year complimentary subscription to CPA Leadership Report valued at $164.
Level of expertise needed to participate: Beginner management
Prerequisite - you must be in CPA firm management
No advanced preparation is required.
This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids. |
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COST & REGISTRATION |
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If you are not yet a subscriber of CPA Leadership Report, the fee is $295 including a one-year subscription to CPA Leadership Report. To receive your free subscription and enroll, please click here.
For subscribers of CPA Leadership Report, the fee is $131. To enroll, please click here.
If you have a firmwide subscription to CPA Leadership Report, members of your firm can attend for as little as $98 per person. For details, please email Stephanie Klug at [email protected]. |
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CPE Information |
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CPE & Participation Hours Entitlement
Registered participants are entitled to 3.5 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.
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SESSION SCHEDULE:
All sessions start at 1:30 EDT
and end at 3:00 EDT |
| November |
10 |
Goals, marketing, networking, strategies |
| November |
17 |
Productivity, operational plan, controlling AR, collections, cash management |
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Harvey Goldstein, CPA
Harvey A. Goldstein is the Chairman at Singer Lewak Greenbaum & Goldstein LLP, Certified Public Accountants & Management Consultants.
Web Site: www.slgg.com
E-Mail: [email protected]
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| About CPA Leadership |
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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.
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