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AICPA ENGAGE 2019


AAM1918 - Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore


Jun 12, 2019 1:55pm ‐ Jun 12, 2019 2:45pm

Standard: $49.00

Description

Merging accounting and consulting practices into an established accounting firm impacts the acquiring culture, delivery systems, professional development, business development, marketing, communications and technology processes. The challenges of integrating multiple offices are outweighed by the benefits gained in enhanced services, increased industry niches and a well diverse culture. While the acquisitions of larger firms usually make industry headlines, it is the smaller and mid-sized firms that are the most changed on every level. CBM has successfully integrated seven firms over five years, in the process doubling the number of the firm’s professionals, adding an additional office, new practice areas, and adopting new technologies. CBM is who we are now, recently.

Learning Objectives:

  1. Learn how to succeed during significant organizational change. They will use an animation video to take participants through the heightened level of activity at CBM during this period. They will highlight critical marketing and client relations tactics, such as open house events, electronic communications and press releases, communications deployed to introduce new practice areas through Did you Know e-blasts, professional education events and cross-selling opportunities, and the success of managing communications across two offices.
  2. They will also show a firm that achieved high levels of diversity and inclusion, and CBM’s commitment to integration with individual team members during a period of accelerated growth through social events including tea gatherings, yoga, happy hours and others.

In an era of increasing mergers and acquisitions, the leadership from firms across the country--and internationally—are deciding to adopt practices that contribute to growth and longer-term positioning.

Managing partners, management team members (including those invested in mergers) and marketing professionals attending this session will learn about those areas of responsibility and decision-making, technology integration, new staffing structures, the absorption of marketing practices or the adoption of new ones, and the critical importance of internal communications to ensure that, despite the fears and challenges associated with organizational change, the result can be successful and lead to a more financially successful organization with new resources and capabilities to serve target markets.

Speaker(s):

  • Joe Kovacs, APR (Accreditation in Public Relations), Director of Marketing and Business Development, Councilor, Buchanan & Mitchell P.C. (CBM)
  • Peter B. Reilly, CPA, CVA, President and Managing Partner, Councilor, Buchanan & Mitchell P.C. (CBM)
Tags: AAM

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