Upcoming CPE Courses 

Case Studies on Internal Succession

Wednesday, October 25, 2017, 2:00-3:00 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Terry Putney

Qualifies for 1.2 hours of CPE credit

Download presentation

 

Succession Planning and Alternative Deal Structures

Thursday, November 2, 2017, 1:00-2:00 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership Institute Inc.

Speaker: Joel Sinkin

Qualifies for 1 hour of CPE credit

 

The Five Main Variables for Valuing an Accounting Firm

Monday, November 6, 2017, 1:00-2:00 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership Institute Inc.

Speaker: Joel Sinkin

Qualifies for 1 hour of CPE credit

 

Keys to Due Diligence and Client Retention

Thursday, November 9, 2017, 2:00-2:50 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Joel Sinkin

Qualifies for 1 hour of CPE credit

 

Valuation in M&A Transactions

Tuesday, November 14, 2017, 10:30-12:15 p.m. (eastern)

Location: 2017 Summit (Boston, MA)

Sponsor: Allinial Global

Speaker: Terry Putney

Qualifies for 2 hours of CPE credit

 

Owner Agreements for CPA Firms

Tuesday, November 14, 2017, 1:15-3:00 p.m. (eastern)

Location: 2017 Summit (Boston, MA)

Sponsor: Allinial Global

Speaker: Terry Putney

Qualifies for 2 hours of CPE credit

 

Admitting New Partners

Thursday, December 14, 2017, 2:00-3:00 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Terry Putney

Qualifies for 1.2 hours of CPE credit