Archived CPE Courses
2011 CPE Classes
Leading Change
Tuesday, January 18, 2011
Location: Webinar
Sponsor: CPAmerica International
Speaker: Terrence Putney, CPA
External Succession Planning for the 1 to 4 Parter Firm
Wednesday, April 27, 2011
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
M & A Update
Friday, May 6, 2011 (8:30 am – 10:00 am)
Location: AICPA, 1211 Avenue of the Americas, New York, NY
Sponsor: AICPA
Speaker: Joel Sinkin
Top of Mind – Client Retention Strategies
Thursday, May 12, 2011
Location: Lansing Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
An Update on M & A of Accounting Firms
Monday, May 16, 2011
Location: Chicago
Sponsor: AICPA
Speaker: Joel Sinkin
Buying/Merging CPA Firms
Tuesday, May 17, 2011
Location: Chicago
Sponsor: ICPAS
Speaker: Joel Sinkin
M & A Update
Thursday, May 19, 2011 (8:00 am - 10:00 am)
Location: On Parade Diner, 7980 Jericho Tpke, Woodbury, NY
Sponsor: NYSSCPA
Speaker: Joel Sinkin
Best Practices Bootcamp
Tuesday, May 24, 2011
Location: Novi Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth
Succession Planning for the 5 Partner Firm and Larger
Wednesday, May 25, 2011
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Mergers & Acquisitions of Accounting Practices
Wednesday, May 25, 2011
Location: Webinar
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Why the Future is Now! Merger, Acquisition, Transition & Succession In Our Industry
Wednesday, June 1, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Best Practices Bootcamp
Tuesday, June 7, 2011
Location: Grand Rapids Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth
The Urge to Merger for the Small to Larger Multi-partner Accounting Firm
Thursday, June 9, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
The Urge to Merge for the Multi Partner Accounting Firms
Thursday, June 9, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Mergers & Acquisitions of Accounting Practices
Thursday, June 9, 2011
Location: Webinar
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Valuing Your Accounting Firm in 2011’s Economy
Monday, June 13, 2011
Location: Practitioners Symposium & Tech Conference, Aria Resort & Casino, Las Vegas, Nevada
Sponsor: AICPA
Speaker: Joel Sinkin
Merging Accounting Firms in Today's Economic Environment
Tuesday, June 21, 2011 (4:30 pm - 5:20 pm & 5:30 pm - 7:20 pm)
Location: Westin Hotel, 400 Corporate Drive, Fort Lauderdale, FL 33334
Sponsor: Broward City Florida FICPA Chapter
Speaker: Joel Sinkin
Best Practices Bootcamp
Tuesday, June 21, 2011
Location: East Lansing Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth
Practice Enhancement Strategies for better Value and Client Acquisition
Wednesday, June 22, 2011 (11:30 am 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Mergers & Acquisitions of Accounting Practices: The Benefits and Challenges
Thursday, June 30, 2011
Location: Novi Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Understanding What Your Partnership Agreement Should Include
Wednesday, July 20, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning for Accounting Firms: When, How and With Whom
Wednesday, July 20, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Buying/Succession Planning and Valuing Accounting Firms
Thursday, August 11, 2011 (7:30 pm - 9:15 pm)
Location: Long Island University, C.W. Post Campus, Brookville, New York
Sponsor: The Tax & Accounting Institute of Long Island University
Speaker: Joel Sinkin
Due Diligence and Documentation issues for Accounting Firms considering a Purchase, Merger or Sale
Thursday, August 11, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
External Succession Planning for the 1 to 4 Parter Firm
Thursday, August 18, 2011
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
2-Stage Deal: A Very Effective Succession Strategy
Tuesday, August 23, 2011
Location: Midwest Accounting & Finance Showcase, Donald E. Stephens Convention Center, Rosemont, IL
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Practice Value & Evaluation: What is My Practice Worth?
Wednesday, August 24, 2011
Location: Midwest Accounting & Finance Showcase, Donald E. Stephens Convention Center, Rosemont, IL
Sponsor: Illinois CPA Society
Transitioning Clients and Staff Through a Merger or Acquisition
Thursday, October 18, 2011
Location: Webinar
Sponsor: 2020 Group
Speaker: Joel Sinkin
Where Are the New Clients (and how do I make them mine)?
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
The Two-Stage Deal: The Perfect Succession Strategy
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Determining if You can Execute an Internal Succession Plan
Tuesday, October 25, 2011
Location: Las Vegas
Sponsor: Source Media/Accounting Today
Speaker: Joel Sinkin
Determining if You can Execute an Internal Succession Plan
Tuesday, November 22, 2011
Location: Webinar
Sponsor: 2020 Canada
Speaker: Joel Sinkin
Getting The Most Out of Your Firm Merger
Thursday, December 8, 2011
Location: Webinar
Sponsor: CCH
Speaker: Joel Sinkin
Mergers of Accounting Firms: the why, how and with who to affiliate
Tuesday, December 13, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Internal Succession
Tuesday, December 13, 2011
Time: 2:00pm to 3:00pm EST
Location: Webinar
Transition Advisors
Speaker: Terrence E. Putney
Register Here
Acquisition Readiness
Wednesday, December 14, 2011
Time: 2:00pm to 3:00pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Lon Goforth
Register Here
External Succession Planning for The 1-5 Partner Firm
Thursday, December 15, 2011
Location: Sea Cliff Yacht Club, 42 The Boulevard, Sea Cliff, New York 11579
Time: 8:00 am - 12:00 pm
Sponsor: Partners In Resources
Speaker: Joel Sinkin
RSVP by December 7, 2011 to Joy 516-677-5052
2010 CPE Classes
Market Update
Tuesday, March 16, 2010 (8:30 am)
Location: 3 Park Avenue, 18th Floor, New York, New York
Sponsor: NYSSCPA
Speaker: Joel Sinkin
Update Merger and Acquisition of CPA Firms and Valuations
Tuesday, May 4, 2010
Location: Woodbury, New York
Sponsor: Small Size Regional Managing Partners Group
Speaker: Joel Sinkin
Succession Planning & Valuing the Smaller Accounting Firm
Thursday, May 6, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning
Thursday, May 6, 2010
Location: Oak Lawn, Illinois
Sponsor: Illinois Soceity for Enrolled Agents
Speaker: Lon M. Goforth
Practice Enhancement Strategies & Practice Valuation
Tuesday, May 11, 2010
Location: Chelsea, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth
Buying and Selling a Practice Series - Part 1: Don't Buy or Sell Until You've Heard This!
Thursday, May 13, 2010 (10:00 am - 12:00 pm)
Location: Webinar
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon Goforth
Succession and Valuing Your Accounting Firm
Friday, May 14, 2010
Location: Philadelphia, Pennsylvania
Sponsor: CPAmerica International
Speaker: Joel Sinkin
Growing through Mergers and Acquisitions of Accounting Firms
Friday, May 14, 2010
Location: Philadelphia, Pennsylvania
Sponsor: CPAmerica International
Speaker: Joel Sinkin
Practice Enhancement Strategies & Practice Valuation
Tuesday, May 18, 2010
Location: Auburn Hills, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth
Merger, Acquisition Transition and Succession in our Industry (Mid-size & Large Firm)
Wednesday, May 19, 2010
Location: Troy, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon M. Goforth
Buying and Selling a Practice Series - Part 2: Succession Planning and Valuing Your Practice!"
Thursday, May 20, 2010 (10:00 am - 12:00 pm)
Location: Webinar
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon Goforth
Mergers & Acquisitions of Accounting Firms
Friday, May 21, 2010 (2:10 pm - 3:50 pm)
Location: Austin, Texas
Sponsor: CPAmerica International
Speaker: Terrence E. Putney, CPA
Practice Enhancement Strategies & Practice Valuation
Monday, May 24, 2010
Location: Grand Rapids, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth
Succession Planning for Small Firms
Thursday, May 27, 2010
Location: Troy, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon M. Goforth
Merger, Acquisition Transition and Succession in our Industry (Mid-size & Large Firm)
Wednesday, June 2, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon M. Goforth
Buying and Selling a Practice Series - Part 2: Succession Planning and Valuing Your Practice!
Thursday, June 3, 2010 (10:10 am - 12:00 pm)
Location: Webinar
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon Goforth
Success Planning, Buying and Merging Larger Accounting Firms
Wednesday, June 16, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning
Monday, June 21, 2010 (4:00 pm - 5:40 pm)
Location: Hyatt Regency, Coral Gables, Florida
Sponsor: FICPA Miami-Dade Chapter
Speaker: Joel Sinkin
Succession Planning & the 2-Stage Deal
Monday, June 28, 2010
Location: East Lansing, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth
Succession Planning
Wednesday, July 14, 2010 (7:00 pm)
Location: Signature Gardens, 12725 S.W. 122 Avenue, Miami, Florida
Sponsor: South Dade Chapter of the FICPA
Speaker: Scott Stephens
Understanding What Your Partnership Agreement Should Include
Thursday, July 15, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Understanding What Your Partnership Agreement Should Include
Tuesday, July 20, 2010
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning
Wednesday, July 21, 2010 (5:00 pm)
Location: Palm City, Florida
Sponsor: Sailfish Chapter of the FICPA
Speaker: Joel Sinkin
Deep Sea Diving: How To Market Your CPA Firm
Thursday, August 19, 2010 (2010 Small Firm Practitioners Conference)
Location: Soaring Eagle Conference Center, Mt. Pleasant, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon Goforth
Merger & Acquisition: What Is The Future In Our Industry?
Wednesday, August 25, 2010
Location: Troy Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Marketing Your Firm
Wednesday, September 22, 2010
Location: Novi, Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Succession Planning & Valuing the Smaller Accounting Firm
Thursday, September 23, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning for CPA's
Monday, September 27, 2010 (3:45 pm - 5:00 pm)
Location: Martin's West
Sponsor: Maryland Association of CPAs
Speaker: Joel Sinkin
Practice Value Enhancement Strategies
Wednesday, September 29, 2010
Location: Lansing, Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth
Success Planning, Buying and Merging Larger Accounting Firms
Wednesday, October 6, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Business Succession Planning for CPA Practices
Wednesday, October 6, 2010 (8:00 am - 10:00 am)
Location: The Holiday Inn, 1000 International Drive, Mount Olive, New Jersey 07828
Sponsor: Morris/Sussex Chapter of the New Jersey Society of CPA's
Speaker: Joel Sinkin
Mergers and Acquisitions as a Growth Strategy for CPA Firms
Tuesday, October 19, 2010 (8:00 am-12:00 pm)
Location: St. Regis Resort in Dana Point, California
Sponsor: CPA Associates International
Speaker: Terrence E. Putney, CPA
Valuing a Firm and Succession Planning
Tuesday, October 19, 2010
Location: Webcast
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin
Practice Enhancement Strategies for Better Value and Client Acquisition
Wednesday, November 10, 2010
Location: Webinar - click to register
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Practice Value and Evaluation: What is my Practice Worth?
Wednesday, November 17, 2010
Location: Webinar - click to register
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
How to Value Accounting Firms In Today's Economy?
Thursday, November 18, 2010 (11:55 am - 12:45 am)
Location: Accounting Today's Growth & Profitability Summit, Wynn - Las Vegas, Nevada
Sponsor: Source Media
Speaker: Joel Sinkin
The 2-Stage Deal: Have Your Cake and Eat it, Too!
Monday, November 22, 2010
Location: Webinar - click to register
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Producing and Enhancing Practice Value
Monday, November 29, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Marketing Your Practice to Achieve Revenue
Tuesday, November 30, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
M & A Workshop for Accounting Firms 3 Partners and Less
Tuesday, November 30, 2010 (8:00 am - noon)
Location: 550 W. Jackson, Suite 900, Chicago, Illinois
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin
M & A Workshop for Accounting Firms 4 Partners and Less
Tuesday, November 30, 2010 (1:00 pm - 5:00 pm)
Location: 550 W. Jackson, Suite 900, Chicago, Illinois
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin
Succession Planning and Valuing Your Accounting Firm
Wednesday, December 1, 2010 (5:00 - 7:00 pm)
Location: New York City
Sponsor: NYSSCPA
Speaker: Joel Sinkin
Why The Future is Now! Merger, Acquisition, Transition & Succession in our Industry
Tuesday, December 7, 2010
Location: Webinar - click to register
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Practice Continuation Agreements (PCA): What any Why?
Tuesday, December 14, 2010
Location: Webinar - click to register
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Understanding What Your Partnership Agreement Should Include
Thursday, December 16, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Speaker: Lon Goforth
Succession Planning for the 1 & 2 Partner Firm
Thursday, August 25, 2011
Location: Marriott at Eaglecrest, Ypsilanti Michigan
Sponsor: Michigan Association of CPAs Small Firm Practitioner's Conference
Speaker: Lon Goforth
The Urge to Merger for the Small to Larger Multi-partner Accounting Firm
Thursday, September 22, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
The Urge to Merge for the Multi Partner Accounting Firms
Thursday, September 22, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Mergers & Acquisitions: Is bigger better?
Wednesday, September 28, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Succession Planning for the 5 Partner Firm and Larger
Thursday, October 13, 2011
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Where Are the New Clients (and how do I make them mine)?
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
The Two-Stage Deal: The Perfect Succession Strategy
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Practice Continuation Agreements (PCA): What and Why?
Wednesday, October 26, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth
Understanding What Your Partnership Agreement Should Include
Monday, November 7, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Sucession Planning for CPA's
Thursday, November 10, 2011
Location: San Diego, CA
Sponsor: AICPA
Speaker: Joel Sinkin
Determining If You Can Execute an Internal Succession Plan
Tuesday, November 22, 2011 (1:00 PM - 2:00 PM)
Location: Webinar
Sponsor: 2020 Canada
Speaker: Joel Sinkin
The 2-Stage Deal: The Perfect Solution for Those Considering Strategies for Internal or External Succession
Friday, December 9, 2011
Location: Chicago
Sponsor: Illinois CPA Society
Speaker: Lon Goforth