Ohio Chapter

Ohio Chapter Event: The Journey from Manager to Partner

September 18, 2020 11:00am - 2:00pm
Location Information:
Contact Information:
Sarah Galley, PAFM, SHRM-SCP, SPHR
(937) 910-6690
Cost(s): $0.00ea CPAFMA Member and Friend

Please join the Ohio Chapter of CPAFMA on September 18, 2020 for this online event as Niki Doctor shares her experience from Manager to Partner. The purpose of this presentation is to help firms understand what the firm's leadership should be focusing on besides the technical skills and book of business. Our environment is changing rapidly and the needs our firms and our clients are changing as well. How can we make the transition from Manager to Partner successful?

Niki would like questions and for this to be an open forum. If you have questions in advance, please email them to sarahg@ptbc-cpas.com.

Participants will:

- Recognize that there is more to focus on than technical skills.
- Identify characteristics of emerging leaders.
- Share experiences of a career path from manager to partner in a CPA firm.

About Our Speaker

Niki Doctor, Partner, Bregante + Company LLP

Niki Doctor has over 17 years of public accounting experience and has been at Bregante + Company LLP since 2012. Niki began her career at Bregante + Company LLP as a Manager in 2012 and became Partner in 2018. Niki believes in providing and offering bespoke solutions to her clients and assists them in making financially sound business decisions. She is committed to client success and strives to provide prompt and efficient services to all her clients.

Niki specializes in closely held businesses and high net worth individuals that require tax planning, tax advisory, international tax and compliance services. She also works with businesses that require a combination of tax services and financial accounting, including compilations and reviews with vast experience in the real estate, retail/wholesale, manufacturing, distribution, architecture and engineering, high t-tech and professional services.

Agenda (all times Eastern Time)

September 18, 2020
via Zoom

11:00 AM - Presentation
12:00 PM - Business Meeting
12:15 PM - Roundtable
Adjourn by 2:00 PM


This online event is free to members and our future members. If you are interested in learning more about CPAFMA and the Ohio Chapter, click here.  There are no refunds.  For more information regarding refund, complaint and/or program cancellation policies, contact CPAFMA at (937) 222-0030.

All registrants will receive log-in information by email on September 16, 2020. If you do not receive your log-in information, please email Sarah Galley at sarahg@ptbc-cpas.com.


Participants can earn up to 1.5 hours of CPE
Field of Study: Business Management & Organization  
Advanced Preparation: None
Prerequisites: None
Program Level: Basic
Delivery Method: Group Live

CPA Firm Management Association is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.