A Path to Partner: A Best Practice

Date: Wednesday, June 8, 2016
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Robert Biddle, Jr., AAAPM, Principal, Bowman & Company LLP and Ann White, AAAPM, Regional Human Resources Manager, BDO USA, LLP
Objective(s):
The participants will be able to identify the requirements at all staff level, including partner.
Field of Study: Specialized Knowledge and Applications
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

The path to partner will vary from firm to firm and it may even vary within a firm from year to year, but by establishing core competencies upon which promotions may be based, a firm is defining what is expected throughout a career progression. This Best Practice attempts to outline some of the issues that you need to consider. Keep in mind that leaves or positions as well as the definition and expectations of each within firms will vary. Some firms have levels that others do not. It is worth the time to evaluate your current levels and the expectations at each level to determine if these are representing where you want your firm to go. Other considerations include the firm’s governance structure and how partner structure fits into your model. For example, some firms have equity and income partners and may not distinguish between either for path to partner purposes; others just equity; some have Directors and others don’t. In this one-hour session, the path to partner will be explored and examples provided. All participants will receive a copy of the CPAFMA’s Best Practice, A Path to Partner.

Presenter and Moderator Bios
Robert E. Biddle, Jr. is a Principal with Bowman & Company LLP and is responsible for many of the firm’s internal administrative functions, including personnel, facilities, strategic business planning, finance, continuing professional education, marketing, and special projects. He also consults with clients on management and administrative issues. He has been a visiting professor at Rutgers University-Camden and an instructor at Drexel University for many years. He has spoken at conferences for the American Institute of Certified Public Accountants and his articles have been published in the Journal of Accountancy. He earned his Bachelor of Science degree from Villanova University. Bob is currently the Vice-Chair of CPAFMA and has membership in several professional and civic organizations.

Ann White is a Regional Human Resources Director with BDO USA, LLP.

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.