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  1. MA Symposium IV-Panelist from Top Firms Share Their Experiences-Interactive Session

    M&A Symposium IV-Panelist from Top Firms Share Their Experiences-Interactive Session...more

  1. Creating an Interactive and Natural Marketing Plan

    Marketing for CPA Firms - CPE Webinar on 7/18/17...more

  1. Women’s Roles in CPA Firms

    The Women’s Executive Committee of the Illinois CPA Society surveyed 76 Illinois CPA firms on the role of women....more

  1. Accounting Firm Performance Datafor Fiscal 2006

    Fiscal years ended in 2005 and 2006 showed the largest ever growth in fees for the 100 largest firms....more

  1. Marketing Experts Disagree on What Works

    Typical marketing practices are inappropriate for professional services firms....more

  1. WEBINAR: JULY 27, 2021Lead Generation & Revenue Growth Strategies

    Learn how to: - Develop a target market and lead generation strategy and implementation plan. - Increase the volume of new business referrals from your clients and referral sources. - Create and manage a prospective client pipeline and follow-up and closing program. - Reduce the amount of time that partners spend identifying new client prospects. - Ensure a continuous flow of new clients and retain current clients....more

  1. One Firm’s Special Program for Women

    They established a program called J.H. Cohn Professional Women....more

  1. CPA Firm Consolidation--How it Affects Firms Whether or Not They Participate

    CPA Firm Consolidation--How it Affects Firms Whether or Not They Participate...more

  1. WEBINAR: FEBRUARY 7, 2023How to Create Partner Alignment and Accountability

    The CPA landscape is shifting rapidly – and now more than ever partners need to be aligned and accountable to solve the thorny issues like succession, staffing, growth, and technology. Learn how this can be done!...more

  1. Earn a Million while Working Less Than 500 Client Hours

    Earn a Million while Working Less Than 500 Client Hours...more

  1. WEBINAR: AUGUST 9, 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 24, 2023The Playbook for Providing Virtual CFO Services

    CPAs: Learn how to get started with Virtual CFO service offerings and how to actually deliver the services. Discover the strategies and techniques necessary to scale your firm and make it more profitable. CPE Webinar, Wednesday, May 24 @ 1pm ET....more

  1. WEBINAR: SEPTEMBER 16, 2020 How to Serve Clients' Technology Needs in the Next 5 to 7 Years

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

  1. October 2016 Calendar

    Webinar Calendar...more

  1. WEBINAR: JUNE 3, 2020 The Accounting Firm of the Future

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

  1. November 2017 Calendar

    Webinar Calendar...more

  1. WEBINAR: JANUARY 27, 2021 Teaching Staff The Business of Public Accounting
    Joe Tarasco

    This course will provide an overview as to training staff and having them involved the Business of Public Accounting....more

  1. How CPAs Misperceive Their Clients

    Although most CPAs think their clients would refer others to them, only half of financial executives would do so....more

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