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AICPA & CPA/SEA Interchange 2017


43 - A Boomer, An X’er, and a Millennial Walk Into A Bar… Addressing cross-generational membership questions through a panel discussion.


Jul 14, 2017 8:30am ‐ Jul 14, 2017 9:30am

Description

Our oldest members are often our most loyal. Likewise, our youngest members are the hardest nuts to crack. This cross-generational panel will allow us to learn from one generation and leverage for others. How do we create a succession plan for loyal membership within firms? Are generational tendencies a part of each generation’s DNA or do they evolve with age? These questions will be explored during this session – bring your questions, too!

Speaker(s):

  • Antonio L. Argiz, CPE/ABV/CFF, ASA, CVA, CFE, Chairman and CEO, Morrison, Brown, Argiz & Farra, LLC
  • Melinda Bentley, Marketing Manager, Texas Society of CPAs
  • Ed Duarte, Chief Financial Officer , Foreign Parts Distributors
  • Eboni Moss, CPA, Tax Manager , Bennett Thrasher, LLP

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