Current State of Mergers and Acquisitions in the Profession

Current State of Mergers and Acquisitions in the Profession

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Tags: PST The Business Coach The Visionary Leader The Audit Leader of the Future The Proactive Realist
Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty

Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Angie Grissom, The Rainmaker Companies, Owner, Chief Relationship Officer
Tags: PST The Business Coach The Visionary Leader The Leader of Planners The Relationship Builder The Audit Leader of the Future The Legacy Builder EST The Legacy Builder PFP
The Mobile CPA / What's In My Bag?

The Mobile CPA / What's In My Bag?

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Marc Staut, Chief Innovation &; Technology Officer, Boomer Consulting, Inc
Tags: PST The Tech Whisperer
How to Price and Position FP&A Services

How to Price and Position FP&A Services

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Becky Munson, Partner, CPA.com
  • Chris Gallo, State & Local Tax Director, BerganKDV
  • Adam Hale, CPA, Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
  • Robin Thieme, CPA, CITP, CGMA, Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
  • Mike Triantos, Head of Partnerships, Jirav
Tags: PST FIN ENG
Taking Your Office 365 ROI to the Next Level

Taking Your Office 365 ROI to the Next Level

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • John H. Higgins, CPA.CITP, Strategic Technology Advisor, Higgins Advisory, LLC
Tags: PST The Tech Whisperer The Proactive Realist The B and I Star
Technology's Role in a CPA Firm Merger

Technology's Role in a CPA Firm Merger

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Tags: PST
Improving Firm Profitability

Improving Firm Profitability

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • William R. Pirolli, CPA, PFS, CFF, CGMA, Executive Vice President of Firm Services, Succession Institute, LLC
Tags: PST The Business Coach The Visionary Leader The Development Guru The Audit Leader of the Future The Accounting Law Pioneer The Rising Star EST The Rising Star PFP The Legacy Builder EST
Top 5 Partner Compensation Mistakes – and How to Fix Them

Top 5 Partner Compensation Mistakes – and How to Fix Them

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Tags: PST
Starting Your Own Firm - The "Must Have" Technology Stack

Starting Your Own Firm - The "Must Have" Technology Stack

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Tags: PST The Tech Whisperer
Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Tags: PFP NAA EST TAX PST FIN EDGE DEI The Visionary Leader The Development Guru -ENG Crossover