CPA Firm 101: Giving Firm Administrators Insight Into Firm Partners

Date: Monday, April 22, 2013
Time: 10:00 AM ET / 09:00 AM CT / 08:00 AM MT / 07:00 AM PT [Prevailing Time]
Presenter(s): Jim Metzler, CPA, Vice President, Small Firm Interests, AICPA
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.
Watch Recording

Course Description

This time of year, CPA firms are already thinking ahead to post-tax season. Did the firm operate at peak efficiency? Is your firm making the most of current relationships and doing all it can to expand into new ones? While there are many metrics CPA firms use to evaluate quantitative performance, there are some that should be used to measure qualitative feedback. Firm administrators need insight into firm partners and what they are thinking and contemplating in order to manage today's successful CPA firm. Knowing expectations is a necessity but insight into the partner group is key to successfully managing the practice. This one-hour webcast, CPA Firm 101: Giving Firm Administrators Insight Into Firm Partners will start your post-tax season out on the right foot.

Presenter and Moderator Bios
James C. Metzler, CPA, is Vice President of Small Firm Interests at the American Institute of Certified Public Accountants (AICPA). In this role, he leads AICPA initiatives aimed at serving the needs of practitioners, including the activities of the Private Companies Practice Section as well as the Institute’s specialized communities and accreditations. He also serves as an advocate for small firms on standard setting, legislative matters and practice issues and as liaison between the AICPA and its member firms. Jim reports directly to Barry Melancon on works with him on a multitude of professional issues. Metzler’s efforts on behalf of small firms and his activities with the AICPA have gained him recognition throughout the profession. He has frequently been named as one of the The Top 100 Most Influential People in Accounting, a national listing compiled annually by the editors of Accounting Today. In 2005, 2006, 2007 and 2008 those chosen for the list were asked to compile their own “most influential” list and Jim was one of nine luminaries in the profession selected for this distinction. Metzler received the U.S. Small Business Administration’s New York District Office 2007 Financial Services Champion of the Year Award. He was cited for his significant contributions in helping small businesses obtain the accounting services they need to succeed. Metzler has spent more than 37 years working with small firms. Prior to joining the AICPA, he was a co-founder of Convergence Coaching, LLC, a national consulting firm dedicated to helping CPA prosper by assisting them to develop and implement success plans. Jim spent 32 years in public accounting, 24 of them as a partner with Gaines Metzler Kriner & Company, LLP, a local firm in Buffalo, New York. He was also founder GEMKO Information Group, Inc., a successful technology consulting organization. He is the author of How to Build a Million Dollar Technology Consulting Practice and of numerous articles on practice management issues. He is a frequent lecturer for the AICPA, State Societies and global CPA professional associations.

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.