Building
Your Firm
This track is designed to for those leading service lines, departments, or managing partners. Each session provides up to 2 hours of CPE credit, with up to 10 hours upon completion.
All session are presented in a live webinar format, with an open Q&A following the prepared learning. On-site training can be arranged for an additional fee. Participants will receive a digital workbook for each session, a recording of the completed presentation, and a certificate after the session is complete.
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​$3,000 for one membership, per year
$5,000 for two memberships, per year
1
Marketing Specialty Accounting Services
Are you eager to make the most of your limited marketing dollars and staff? This course will cover the basics for brand recognition, service line expansion, and brand mergers. We will also discuss when it is best to hire in-house staff versus working with an agency or contractor. ​​
2
Preparing Your Firm for Sale
Selling your firm is a once in a career experience for most partners. It's also a challenging and emotionally charged event. This course will cover three main topics - preparing the leadership team for the sale, making sure your business is operationally and financially desirable, and learning how to market your firm. Even if a sale is not on the horizon, this course will help you understand the best practices and considerations in play.
3
Benchmarking for Marketing & Human Resources
Let's dig into the numbers. Based on your revenue and growth goals, how much should your firm spend on marketing and people? Where should you put that money to receive the best return? Where could you trim a little overhead to increase the bottom line? In this session we will provide you with all of the data you need to guide your firm's efforts.​​
4
Benefits & HR Trends in Public Accounting
In an industry with three jobs for every two candidates, CPAs are looking for more than just a paycheck. Learn how your firm stacks up in terms of benefits, work-life balance, culture and more. Hear what those at top-rated firms are doing to attract the best talent and limit employee turnover. ​​
5
While often treated as simple transaction, onboarding and offboarding can play a critical role in your company's culture. Making sure your employees have a positive onboarding experience can set the table for a successful and lengthy relationship. Conversely, it's important to handle the exit of any employee with care and consideration. Learn more about how to impact turnover through these best practices. ​