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- Partner Retirement Buyout Plans: What a Good Plan Looks Like and How They Have Changed in Recent Years
Partner Retirement/Buyout Plans: What a Good Plan Looks Like and How They Have Changed in Recent Years...more
- Providing Outsourced CFO Services
webinar...more
- 2011 Webinar Course Descriptions
webinar catalog...more
- WEBINAR: JANUARY 21, 2021 Partner Compensation: How it Can Be Linked to and Help Create a Culture of Accountability and Unity
One of the top issues facing firms today is partner accountability and unity. Gary will discuss the alignment of firm strategy and vision with partner performance and compensation; and, why that linkage is missing in most firms. How do you create a culture of accountability? What should being accountable mean in your firm?...more
- Best Practices in Technology: Assessing and Improving Performance
Best Practices in Technology: Assessing and Improving Performance...more
- WEBINAR: AUGUST 29, 2023Optimize Staff Performance - Best Practices for All Levels
Wouldn't you like your staff to be inspired, accountable, and incentivized? Learn best practices for ongoing performance reviews centered around your firm's core values and mission....more
- Physician Compensation Methods
CPA Firms and Physician Compensation Methods - CPE Webinar on 9/21/17...more
- Good Leaders Conduct Good Meetings
Guidelines can be used to improve the effectiveness of all types of meetings....more
- WEBINAR: OCTOBER 26, 2023 Profit-Focused Accounting
CPAs: Learn the art of profit-focused accounting; how to deliver profit focused accounting (cash, production metrics, financial metrics, and pipeline metrics); and what to cover in weekly and/or monthly client meetings....more
- The CPA in Mediation
CPAs should advise clients to consider mediation before submitting an action to arbitration or litigation....more
- R&D Tax Credits
webinar...more
- Using Association Memberships in Marketing
Suggestions for maximizing new business development benefits of association memberships....more
- Hiring and Keeping the Best Talent
Hiring and Keeping the Best Talent...more
- Change—Often Necessaryand Harder than You May Think
People (including partners) resist change because of fear and loss of control....more
- Resources to Assist CPAs in Business Continuity Planning
Business continuity planning has increased as a result of Sarbanes-Oxley legislation, NASD rules 3510 and 3520, 9/11 and other terrorist attacks, Hurricane Katrina, ISO 28000 and other causes....more
- A Guide to Crisis Management
Businesses can be in crises because of natural catastrophes, theft or death of key partners....more
- The 1031 Tax Deferred Exchanges
webinar...more
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