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(s):
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
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
  Order Podcast

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 and Moderator Bios
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 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.