The Firm Manager's Guide to Success in the COVID-19 Economy: New Best Practices to Succeed

Date: Tuesday, May 12, 2020
Time: 05:00 PM ET / 04:00 PM CT / 03:00 PM MT / 02:00 PM PT [Prevailing Time]
Presenter(s): Ira Rosenbloom, CPA, Chief Operating Executive, Optimum Strategies, LLC
Objective(s):
Participants will receive recommendations to balance productivity, financial well-being, organizational vitality and enhanced accountability to succeed in the COVID-19 Economy.
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.
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Course Description

In this 60-minute session, nationally recognized strategist and consultant, Ira Rosenbloom, will provide participants with recommendations to balance productivity, financial well-being, organizational vitality and enhanced accountability to succeed in the COVID-19 Economy.

Those attending will be provided with KPIs to track and manage, learn the frequency and nature of external and internal communications, learn how to prepare and accept feedback and consequences, and learn how to develop an expectation culture for the firm.

Another MAPCast will be offered later in May focused on revitalized operating standards.

Presenter and Moderator Bios
Ira Rosenbloom, CPA (LR) is a strategic adviser to hundreds of CPA firms across the Mid-Atlantic region. A hands-on consultant who works with firms to strengthen their performance and create the right succession strategies, Ira routinely helps firms develop management systems, re-engineer teams to increase client satisfaction and profitability, and coach firm owners and other leaders to ensure success. Find out more at OptimumStrategies.com.

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 MAPCast’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 MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

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 MAPCast 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 MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.