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  1. WEBINAR: May 8, 2024For Whom Succession Tolls – What To Do About It and When

    The accounting profession is comprised primarily of small firms that are quickly running out of time for succession planning. Guiding rapid change at accounting firms is a challenging task, and it takes the efforts of exceptional leadership. Our presentation will outline and discuss leading and implementing change in a crisis planning mode to develop a succession solution other than an upward merger or PE tuck-in....more

  1. WEBINAR: OCTOBER 4, 2022Current Issues With Virtual Currencies
    WEBINAR&##x3a; OCTOBER 4, 2022

    Attend this session and learn more about emerging topics affecting blockchain and cryptocurrencies so you and your clients can take advantage of the new opportunities provided by this technology....more

  1. WEBINAR: DECEMBER 6, 20226 Key Aspects of Business Advice

    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

  1. WEBINAR: JULY 7, 2021Mergers and Acquisitions of CPA Firms: Get the Tools for Success

    Take a look at the M&A frenzy in the profession and get equipped with the tools you need--whether you are a potential buyer or seller. You will learn the trends in valuations and the terms, and why the terms drive the multiples that we all hear about....more

  1. WEBINAR: January 4, 2024Time Management Secrets for Busy Accounting Professionals
    WEBINAR&##x3a; January 4, 2024

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

  1. WEBINAR: JANUARY 26, 2021 Enhancing Organic Revenue Growth During & Post Covid-19

    Coaching Partners Through Conflict Resolution and Avoidance...more

  1. WEBINAR: FEBRUARY 22, 2023How to Build a Strong Culture Remotely

    While developing our team, we have learned a thing or two about what it takes to build a strong culture remotely. To learn more about remote team culture, join us on February 22nd when Jody Grunden and Josh Jeans dive into key factors and steps for building a virtual team....more

  1. WEBINAR: SEPTEMBER 21, 2021 Partner Compensation: Finding the Right System for Your Firm

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

  1. WEBINAR: JUNE 7, 2023Situational Social Security

    Attend this NEW webinar to understand the Social Security questions and issues that relate to all clients. Discover how to ask the right questions to unlock additional Social Security benefits for clients. The universal language of baby boomers is Social Security. Understanding Social Security better will help you, as a CPA advisor, to better connect with baby boomers....more

  1. WEBINAR: MAY 14, 2024Why Small- and Mid-Sized Firm M&A Deals That Should Get Done Don't Get Done

    The Merger Master Ira Rosenbloom offers practical tips and insights to help CPA firms get properly prepared for a successful merger or acquisition (M&A) ....more

  1. A Close Look at One Accounting Firm Association

    CPAmerica International has gained the well-deserved reputation of being consistently true to its service goal....more

  1. WEBINAR: MAY 27, 2021 Advising on Merger, Acquisition and Financing

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

  1. WEBINAR: MAY 19, 2020 Coaching Partners Through Conflict Resolution and Avoidance

    Coaching Partners Through Conflict Resolution and Avoidance...more

  1. WEBINAR: MAY 12, 2022How to Make Your CPA Firm Merger-Ready

    The Merger MasterSM Ira Rosenbloom offers practical tips and insights to help CPA firms get properly prepared for a successful merger or acquisition (M&A) ....more

  1. How to Serve Clients' Technology Needs in the Next 5 to 7 Years

    Advising Clients on How the CPA Firm Will Serve its Clients - Technology Needs in the Next 5 to 7 Years...more

  1. WEBINAR: JUNE 23, 2022 How to Admit New Partners

    In this webinar we will discuss why so many firms are struggling to attract new candidates to become partners. We will also explore the things you need to consider as you execute a plan to admit new partners....more

  1. The 4 W's of Mergers: Who, Why, When, and What is Success

    The 4 W's of Mergers: Who, Why, When, and What is Success...more

  1. Are Accountants Knowledge Workers or Manual Laborers?

    Accountants are not knowledge workers unless their leaders treat them as such....more

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