CPA Partner-In-Training: Roadmap for a High-Impact Program (or to Energize the One You Have)

Protect Your Investment and Guarantee Your Firm's Future

Recording of a 100-minute CPE webinar with Q&A


Conducted on Thursday, June 21, 2007

Program Materials

Description

A dearth of qualified successors to partners has long plagued U.S. accounting firms. Firms that would prefer to remain independent frequently merge as senior partners approach retirement, simply because they've failed to groom a next tier of motivated partners.

A 2006 survey by the AICPA and Texas Society of CPAs found only 7% of accounting firms have partner-in-training programs.

LIsten as representatives from accounting firms with successful partner-in-training programs, and insightful consultants to the profession, help your firm get a partner-in-training program off the ground or reenergize an existing effort.

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Benefits

They'll offer you practical guidance on which approaches work well or often fail, so that you'll leave the teleconference better-prepared to:

  • Set up a partner-in-training program that's deliberate enough to let the firm evaluate prospective partners, and fast-paced enough to open a career path to talented staff.
  • Give interested staff a real-world opportunity to evaluate if future partnership is really for them.
  • Decide which graduates of the program are ready for partnership and how soon to offer them the opportunity.

Faculty

Joseph Tarasco
Joseph Tarasco
Founder and Director of Practice Management Program
Accountants Advisory Group

He is one of the nation's best-known consultants and speakers on leadership training for CPA firm partners.

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Nicholas Florio
Nicholas Florio
Partner
Citrin Cooperman & Co.

Citrin Cooperman is one of the nation's 40 biggest CPA firms, and Mr. Florio sits on his firm's executive and quality...  |  Read More

Rob Levine
Rob Levine
Partner
Eisner

He's worked in public accounting for 19 years, focusing on software, biotech and other technology clients.

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Terri Smith
Terri Smith
Customized Training Consultant and Firms Specialist
Maryland Society of CPAs

She specializes in training coordination and development for large CPA firms.

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