A Conversation Around the 2021 PCPS CPA Firm Top Issues

Date: Wednesday, December 8, 2021
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Brad Barbour, CPA, Manager, Firm Services, AICPA and Bill Reeb, CPA, CITP, CGMA, Chief Executive Officer, Succession Institute, LLC and AICPA Chair 2019-2020
Moderator:
Objective(s):
Upon completion of the course, participants will gain a better understanding of:
- Relevant issues recurring across firm sizes and cultures.
- Tools and resources for finding and retaining qualified staff
- Changes in complex tax laws
- Effective staff utilization
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

The 2021 PCPS CPA Firm Top Issues survey revealed several challenges recurring across all firm sizes and this facilitated conversation will help turn many of these into opportunities for your firm by providing insight, experience and resources available through the CPA Firm Management Association and PCPS. Each year, the survey reveals those issues that consume time for those involved with managing an accounting firm, in some cases hampering growth and preventing firms from realizing their goals and potential. This one-hour MAPCast will discuss those issues recurring across firm sizes and cultures including but not limited to: -Finding and retaining qualified staff -Keeping up with changes and complexity of tax laws -Developing the next generation of firm leadership -Seasonality/layering of deadlines -Keeping up with changes in technology and managing associated costs -Effective staff utilization and management -Managing work/life balance initiatives Participants will have the opportunity to ask questions, seek examples and hear what can be developed in the way of ideas to change the issues into opportunities.

Presenter and Moderator Bios

Presenter: Brad Barbour, CPA, Manager, Firm Services, AICPA and Bill Reeb, CPA, CITP, CGMA, Chief Executive Officer, Succession Institute, LLC and AICPA Chair 2019-2020

Brad Barbour, CPA, Manager, Firm Services, AICPA Brad is current a Manager of Firm Services with the AICPA’s Private Companies Practice Section (PCPS) and currently works on the group’s Succession Planning Resource Center, AICPA’s Small Firms page and the annual Top Issues survey among other projects. Brad joined the AICPA in 2020 after spending 9 years assisting clients in recruiting and retaining top accounting and finance professionals on a temporary and permanent basis. He took a systematic approach to recruiting including observing the corporate culture, in-depth inquiries and his knowledge of accounting and finance principles. Prior to that, Brad spent five years in public accounting, both as an auditor and tax return preparer, gaining insight and knowledge of exactly what firms needed and how best to recruit for certain positions with the firm as well as to certain industries. Brad’s experience lends success in the industries of healthcare, manufacturing, public accounting/CPA firms and non-profit. Bill Reeb, CPA, CITP, CGMA, Chief Executive Officer, Succession Institute, LLC and AICPA Chair 2019-2020 Bill has been consulting for three decades to all sizes of businesses, from Mom and Pop operations to Fortune 100 companies, primarily in the areas of strategy, leadership and change management. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Prior to his life as a CPA, he worked for IBM in sales back in the late 70’s. As an entrepreneur, Bill has founded seven small businesses, he had two ladies clothing stores, one retail computer software store, a software development firm, a computer consulting firm, a CPA firm and his current management consulting firm – Succession Institute, LLC. As an award-winning public speaker, Bill lectures throughout the U.S. and Canada to thousands of executives and CPAs each year. In addition, he has been featured on numerous video-taped and live television programs. As an award-winning author, Bill is internationally published with hundreds of articles and columns to his credit. He currently authors a bi-monthly column called “In the Bill-iverse” which is distributed by a number of State CPA Societies as part of their Practice Management e-newsletter. Bill is an active volunteer within his profession, having served in many leadership roles. To name a few, he is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA.

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.