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  1. WEBINAR: June 3, 2025 The 40 Hour Firm: From Deadline Stress to Firm Freedom – Transform Your Business Model
    WEBINAR&##x3a; June 3, 2025

    The reactive, deadline-driven CPA firm model has adversely affected the profession, driving down prices, allowing clients to dictate terms, & placing unsustainable pressure on firm owners & team members. Adopting a more sustainable approach is imperative....more

  1. WEBINAR: November 12, 2024 Time Management Secrets for Busy Accounting Professionals
    WEBINAR&##x3a; November 12, 2024

    Discover how to regain control of your agenda and effectively conquer the time management issue. It's possible for you to achieve more in less time (without overwhelm)!...more

  1. WEBINAR: OCTOBER 28, 2020 Seven Step Roadmap to Closing your Deal and Navigating Roadblocks

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

  1. WEBINAR: OCTOBER 20, 2020 The Role of the Managing Partner: A Guide for Managing Partners

    Learn the two most important responsibilities of a managing partner in any firm, and explore the six areas of responsibility that should be in your managing partner's job description....more

  1. WEBINAR: SEPTEMBER 22, 2021 Lead Generation & Revenue Growth Strategies

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

  1. WEBINAR: JANUARY 11, 2023Know the Signs That Spell Merger

    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. WEBINAR: MAY 24, 2022Partner Compensation: Finding the Right System for Your Firm
    WEBINAR&##x3a; MAY 24, 2022

    Gary Adamson helps you determine the right compensation system for your firm. Learn how to set up a performance-based system in your firm and how to align your compensation system to your firm's strategic plan....more

  1. WEBINAR: MAY 2, 2023Why Put a Canary in a Coal Mine? Measure What Matters
    WEBINAR&##x3a; MAY 2, 2023

    Increase your firm's financial performance by changing from inwardly facing measurements to measurements that look outside the firm. Changing these metrics is not easy as it requires firms to think differently than they have in the past. Is your firm ready for the challenge?...more

  1. WEBINAR: SEPTEMBER 10, 2024 What is Your Firm Worth in Today’s Market?

    CPAs: Join us for this webinar to explore the factors that impact the value of an accounting firm today, discuss deal structures, review the range being paid for accounting firms....more

  1. WEBINAR: OCTOBER 22, 2020 Coaching Partners Through Conflict Resolution and Avoidance

    Coaching Partners Through Conflict Resolution and Avoidance...more

  1. Best Practices Symposium: Retaining Talent - February 23, 2023
    Best Practices Symposium&##x3a; Retaining Talent - February 23, 2023

    Take your firm to the next level of talent retention with the professional guidance of Georganne Ford and the support of like-minded peers also on the journey to grow and improve their leadership. Reserve your spot now!...more

  1. WEBINAR: JANUARY 13, 2022Goal Setting for CPAs: Be Ambitious Yet Realistic

    If you are interested in successful goals setting for yourself and your team, this webinar will empower you to set ambitious but realistic goals you and your team can measure and achieve. You will leave this session with the tools to engage your team, keep yourself on-track, and delegate effectively....more

  1. WEBINAR: AUGUST 26, 2020 Coronavirus Impact on CPA Firm M&A

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

  1. WEBINAR: August 24, 2021 Advising Medium Size Clients on Financing including Private Equity

    Gain a better understanding as to when traditional bank financing vs sba vs private equity vs initial public offering is the best option for your client....more

  1. WEBINAR: JUNE 9, 2020 The Role of the Managing Partner: A Guide for Managing Partners

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

  1. WEBINAR: JUNE 6, 2024Attract Top Talent - Effective Strategies for Recruiting and Retention

    In today's competitive landscape, attracting top talent and keeping staff engaged requires more than just a compelling job offer. It demands a strategic marketing approach tailored to highlight your organization's unique culture, values, and opportunities for growth. This presentation will explore innovative marketing strategies designed to captivate the interest of potential candidates and foster a workplace environment that encourages long-term engagement and loyalty among current employees....more

  1. WEBINAR: JUNE 1, 2022Selecting and Vetting Technology Providers
    WEBINAR&##x3a; JUNE 1, 2022

    Attend this session and learn many of the things you need to know as you navigate your journey through the world of technology, such as what questions to ask potential tech providers, and how to identify possible red flags....more

  1. WEBINAR: JUNE 2, 2022 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

  1. WEBINAR: JULY 11, 2024 The Future of Your CAAS Practice: Product and Recurring Revenue
    WEBINAR&##x3a; JULY 11, 2024

    Forward-thinking firms are productizing existing offerings and moving toward recurring revenue models. Join Bruce Ditman & CPA Leadership to talk about what makes a good product, services vs. products, how to price for higher margins, and more....more

  1. WEBINAR: JUNE 8, 20225 Elements of a Strategy to Obtain Higher Yielding Clients
    WEBINAR&##x3a; JUNE 8, 2022

    This webinar is for partners in tax and accounting firms with revenues from $100K to $5M who want to attract more profitable target clients and upgrade their client bases....more

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