The Merger Master Ira Rosenbloom offers practical tips and insights to help CPA firm leaders identify and respond to the signs their firms are ready for buying, selling, or staying independent....more

If your CPA firm needs a better process, criteria or plan to bring in new partners we'll share 10 best practices you can't ignore....more

Merger Readiness-Best Practices in Firm and Partner Preparedness...more

In nearly 50% of accounting firms, staffing and retention, (lack of) work-life balance, and staff hitting burnout are the topmost challenges now. Nearly 45% of firms are turning away new clients and work. How are successful and growing firms adapting to these challenges? Join us to hear fresh insights sourced from the profession....more

CAS (client accounting services) is one of the fastest growing areas of public accounting and offers tremendous opportunity for advisory services. Whether you are just getting organized or have an existing practice you're taking to a new level, this session will help your team get on track....more

Understand how to identify which clients need to have their fees raised, which need to be fired, and how the firm should use their time saved to prepare for the future....more

Accountants: Build your confidence by focusing on 6 Key Aspects of Business Advice (representing 80% of everything an advisor will need to know to begin adding value to clients)....more

Firm leadership and partners have been setting goals and objectives for years, but has the process truly resulted in performance and accomplishment of the desired outcomes. I want to share some of the best practices The Whetstone Group has observed and promoted over the years, and that successful firms have embraced....more

With the increased velocity of technological advancements, artificial intelligence, and machine learning, all of us at Sage are well-aware of the challenges you face. Oddly enough, these technological advances require us to better hone our relationship skills. If you think you are ready to develop your future-ready advisory skills, we are offering this workshop led by VeraSage Institute Senior Fellow and award-winning speaker, Ed Kless. He will show you how to better serve your customers by understanding what it truly means to be a consultant. Join us to gain a thorough understanding of consulting assumptions and goals, and authenticity, to strengthen your consulting skills....more

Working IN your business is comfortable, but working ON your business is an ADVANCED move. Join this session to gain clarity about how to grow your bank account and build your dream firm....more

If your CPA firm needs a better process, criteria or plan to bring in new partners we'll share 10 best practices you can't ignore....more

Ergonomics as “the study of how a workplace and the equipment used there can best be designed for comfort, safety, efficiency, and productivity.”...more

Explore the job of managing partner and why it is so important to the success of your firm. We will talk about how the role of managing partner is different depending on the size of your firm, and what you should expect as a firm grows. Most firms don't have a job description for their managing partner -- we'll give you some ideas....more

The Effect Private Equity is Having on Value/Deal Structure of CPA Firm M&A...more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

Learn how you can elevate your CPA practice into advisory status -- serving as a true financial analyst or business advisor. This can result in higher profits, increased satisfaction with your client relationships, attract higher caliber talent, and an overall improved professional experience....more

In today's demanding tax environment, preventing burnout and cultivating a healthier firm culture are essential for long-term success. Join us to uncover how small shifts in culture and operations can significantly enhance satisfaction and retention during the tax season and beyond....more

How to get M&A deals done successfully. Discover if your firm has the right match early in the process, and identify warning signals to look out for....more

Merger Readiness-Best Practices in Firm and Partner Preparedness...more

Discover the exact steps to develop a niche practice which serves high value clients. Learn how to select a profitable niche that's an ideal fit for your firm. Session led by Loren Fogelman....more