Upcoming CPE Courses 

Succession Planning: Keeping Clients & Employees on Board During the Transition

Tuesday, May 16, 2017, 12:30-1:30 p.m. (eastern)

Location: Webinar

Sponsor: PSTAP

Speaker: Nancy Egan

Qualifies for one hour of CPE credit

 

Succession Planning for your Firm: Perspectives from the Seller and the Successor Firm

Wednesday, May 17, 2017, 2:00-3:00 p.m. (eastern)

Location: Webinar

Sponsor: AccountantsWorld

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

M&A Update and Due Diligence Checklist when Buying or Merging a Practice

Thursday, May 18, 2017, 8:00-10:00 a.m. (eastern)

Location: Nassau Chapter Small MAP Meeting

Sponsor: NYSSCPA

Speaker: Joel Sinkin

Qualifies for two hours of CPE credit

 

What is Your Firm Worth?

Tuesday, June 13, 2017, 12:30-1:30 p.m. (eastern)

Location: Webinar

Sponsor: PSTAP

Speaker: Nancy Egan

Qualifies for one hour of CPE credit

 

CPA Firms M&A: Succession & Growth Strategies & Alternative Deal Structures

Wednesday, June 14, 2017, 4:00-4:50 p.m. (pacific)
Location: Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

CPA Firms M&A: Valuing Your Firm & Keys to Retaining the Clients

Wednesday, June 14, 2017, 5:05-5:55 p.m. (pacific)
Location: Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

Shaking Hands is not Enough - Partner Agreements that Protect the Firm

Tuesday, July 18, 2017, 12:30-1:30 p.m. (eastern)

Location: Webinar

Sponsor: PSTAP

Speaker: Nancy Egan

Qualifies for one hour of CPE credit

 

Succession Options - One Size Does NOT Fit All

Tuesday, August 15, 2017, 12:30-1:30 p.m. (eastern)

Location: Webinar

Sponsor: PSTAP

Speaker: Nancy Egan

Qualifies for one hour of CPE credit

 

Mergers: Why, When, How and With Whom

Tuesday, September 19, 2017, 12:30-1:30 p.m. (eastern)

Location: Webinar

Sponsor: PSTAP

Speaker: Nancy Egan

Qualifies for one hour of CPE credit