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ENG1914
New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST)
Date
June 11, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from: CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2019)
You’re a great client service accountant and now you’ve been asked to run your firm. Don’t worry there are many tools already available and no reason for you to recreate the wheel in regard to managing your firm! This session will provide a brief over view of the different aspects of running a practice and provide an overview of tools already available in the Firm in Motion toolkit for designing pay for performance bonus plans, creating partner succession plans, legal and risk management, employee engagement, firm IT issues, space planning transitions etc.
Learning objectives:
- Obtain an overview of some of the many aspects of managing an accounting firm.
- Become aware of firm management tools already available that can be customized to your firm and culture.
- Increase awareness of risks to your firm and resources and partners available to address them.
Speakers
Stacey Hekkert, CPA
President & Managing Partner, Anton Collins Mitchell LLP
George D. Forsythe, CPA, CGMA
Managing Partner, WellsColeman
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