Ask The Expert

Date: Tuesday, July 23, 2019
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenter(s): Panel of Six Experts
Objective: If you didn’t make it to Engage this year, here’s your opportunity to engage with a panel of experts on practice management topics such as Human Resources Best Practices, Internal and External Marketing & Communications, Risk Management, your involvement in M&A and Succession Planning, Coaching High Potentials and creating a Path to Partner including Business Development and Networking. Please come with your questions as this will be an open panel discussion.
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.
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Course Description
For those of you who attended the CPAMA National Practice Management Conference/AICPA ENGAGE, you were probably overwhelmed with all the information that was presented and may not have gotten a chance to ask all of your questions.
if you didn’t make it to Las Vegas this year, here’s your opportunity to engage with a panel of experts on practice management topics such as Human Resources Best Practices, Internal and External Marketing & Communications, Risk Management, your involvement in M&A and Succession Planning, Coaching High Potentials and creating a Path to Partner including Business Development and Networking. Please come with your questions as this will be an open panel discussion.
Never before have the fundamental assumptions about the U.S. job market looked so precarious. Automation, artificial intelligence, and robotics, among other technologies, are changing the skills and the skill level required of employees in many industries, including retail, transportation, and manufacturing and CPA firms.
The new generation of CPAs will see changes that we can’t imagine. The industry’s business model will evolve along with the skill sets, but the most important feature of the profession must stay constant: the trust that the public places in CPAs, which recently ranked first in the country, ahead of doctors. It’s up to us to prepare the next generation not only for the dazzling new technologies, but also in the core values that keep the profession on top.

Presenter Bio(s)
The Whitman Business Advisors team for this session include:
• Human Resources - Rick Fisher, CPA, SHRM-SCP
• Marketing/Communication - Dick Shippee
• Risk Management - John Raspante, CPA, MST, CDFA
• M&A – Phil Whitman, CPA
• Training/Coaching – David Wolfskehl
• Business Development - Walter Brasch, CPA, CGMA

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

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.