Error loading player: No playable sources found

ENG2408

New Partners in Established Firms: What to Know, What to Ask (EDG, PRA)

Date
June 3, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for AICPA & CIMA ENGAGE 2024
This includes sessions from AICPA & CIMA ENGAGE 2024:
Thumbnail for EDGE Career Development (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2024)
Thumbnail for Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2024)

If you are a new Partner, looking to become a new Partner or you are looking to add a new Partner, this is the session for you. In this session we will interview new and seasoned Partners and discuss the conversations they wish they had before signing the Partnership agreement. We will explore the effect that unclear expectations can lead to discord within the Partner group. In addition, we will explore how the partner group can better communicate to new or younger partners to share the WHY in WHY things are done a certain way and how the existing partners must be willing to hear new ideas and processes from the new partners. We will also share some best practices for firms to deliver their expectations, training and onboarding of new Partners into an existing Partnership structure.

Learning Objectives

  • Recognize how younger partners perceive their new role in an existing partnership.
  • Identify the topics that need to be included in the partnership agreement prior to signing.
  • Recognize the value of a Partner in Training program.

Speakers

Speaker Image for Matt Wilson
Partner, Wilson Ivanova Certified Public Accountants
Speaker Image for Maya Ivanova
Maya Ivanova, CPA, MBA, CGMA
Shareholder, Wilson Ivanova Certified Public Accountants, Inc. APAC
Speaker Image for Chris Wittich
Chris Wittich, CPA, MBT
Partner, Boyum Barenscheer, PLLP
Speaker Image for William Pirolli
Executive Vice President of Firm Services, Succession Institute, LLC

General

Related Products

Thumbnail for ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak
ENGAGE Live Studio: Speaker Q&A with Inspector Gadget - David Cieslak
Join us for an enlightening and interactive Q&A session with technology expert David Cieslak, also known as Inspector Gadget. Following his captivating session, "Inspector Gadget 2024," David will delve deeper into the cutting-edge tech trends that are reshaping our world…
Thumbnail for ENGAGE Live Studio: Exhibit Hall Tour
ENGAGE Live Studio: Exhibit Hall Tour
Back by popular demand! Join us for a fun tour of the ENGAGE 24 Exhibit Hall, hosted by our very own Tiffany Robinson. This segment brings the in-person excitement to our online attendees, showcasing the latest innovations and key exhibitors…
Thumbnail for Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP)
Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP)
Gallup Inc. believes “employee engagement remains an essential requirement for producing high-quality work. The organizations that learn to develop a culture of engagement and high performance have a competitive edge, positioning them for success regardless of the changes they encounter…
Thumbnail for ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks
ENGAGE Live Studio: Day 4 - Morning Welcome & Last Day Remarks
Join hosts ENGAGE Chairs, Marty Finn, Lindsay Stevenson, Gred Bedard, Jim Boomer, and Mike Brand online in the ENGAGE Live Studio for highlights from the week & what you can look forward to for the last day of the conference…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.