AAA MAPCast Profit Improvement for CPA Firms

Date: Tuesday, May 17, 2011
Time: 10:00 AM ET / 09:00 AM CT / 08:00 AM MT / 07:00 AM PT [Prevailing Time]
Presenter(s): Steve Erickson
Objective(s):
Guide administors through the 7 trends firms must reverse to improve profitability and viability in the future.
Field of Study: Finance
Program Level: Advanced
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view select recordings for free and on-demand. Join CPAFMA today to enjoy this benefit.
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Course Description

Profit margins in many firms have been decreasing for the past 5 years as salary and benefit cost have soared, utilization has decreased and many more clients have requested and received fixed fees for their engagements. These trends are simply not sustainable in the future. Using his experience and the results of his extensive research, Steve Erickson will address these and other negative trends and make solid realistic recommendations for improvement. Topics include:
• How to lower the need for working capital
• Reducing salary and benefit costs
• Reversing the downward utilization trend
• Why you must change your service delivery model
• How to improve pricing and get paid
• How to institutionalize the value of your practice
• What firms will look like in the future

Presenter and Moderator Bios
Steve Erickson is a nationally recognized consultant to accounting firms. He specializes in resolving the partner and people issues that limit the success of professional service firms. Steve’s hands-on and results-oriented approach helps firms to identify, establish and achieve their goals.

Coaching and mentoring managing partners, other partners, and firm staff members to achieve organizational goals through personal development is Steve’s passion. Through his programs, he guides the development of leadership among firm members to build strong firm profitability and long-term value.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.