Learn best practices in leadership and explore how to best understand - and improve - the culture at your accounting firm....more

Most firms have offered their clients some form of accounting services for years. But the new model of success starts with a good plan--a vision of what the practice will look like - the foundation of which is defining an ideal client and what you plan to do for them....more

Join this session with Loren Fogelman if you're ready to earn more, engage quality clients, and reduce your workload....more

Join the session with Loren Fogelman to map out the next steps to increase your fees and maximize your profits....more

There is a better way. ReNew Group has helped hundreds of accounting firms yield more from the hours, risk, and effort they put into their firms. Join this hard-hitting and practical webinar and learn proven strategies on how to obtain higher yielding clients with less effort....more

Survey shows little change in billing rates...more

Specifically designed for partners and managing partners, this brand new webinar focuses on advising medium size companies about helping clients with cash flow challenges during this pandemic and beyond....more

Join Joe Tarasco for a discussion about the benefits of M&A for firms of all sizes. Discover why your firm should be in the M&A marketplace. October 4 @ 1pm ET....more

Discover a strategic planning framework that you can follow to help clients improve the focus and discipline they need to create the most value possible....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

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

CPAs: Join this CPE session with Loren Fogelman to learn her proven formula to engage quality clients – without ever having to sell or justify your fees....more

webinar...more

This webinar is an overview of the revenue growth function. You will learn what initiatives have to be implemented during the pandemic and after, and you will be introduced to the elements of planning for revenue growth. Radical change may be needed. After completing this webinar, you will be eligible to participate online in a six month bi-weekly coaching program limited to eight CPAs . This course is specifically designed to help you overcome fearful challenges around radical change -- and to help you calmly lead your team through these unsettling times with ease, grace, and flow....more

Coaching Partners Through Conflict Resolution and Avoidance...more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

Learn best practices from firms that are very successful at growing their niche practices. Discover the tools and techniques that will help you define more clearly what you have to do to grow the niche....more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

CPA professionals: Have you considered the possibility that you could increase your effectiveness in working with customers (not clients) if you adopt some concepts from project management theory? If you are ready to think a bit differently about how you do what you do, you will want to attend this session....more

What does a partner who is leading a team or department need to do to be successful? How does it go beyond what a typical partner does? You'll recognize the reasons for team failures and also see a path to success when we explore 9 factors that must be in place for an organizational leader to succeed....more