Upcoming CPE Courses


Tax Season Marketing: Strategies for Client Acquisition, Retention and Year Round Fee Generation
Tuesday, January 10, 2012
Location: Webinar
Sponsor: Transition Advisors
Speaker: Lon Goforth
Register Here


Tax Season Marketing: Strategies for Client Acquisition, Retention and Year Round Fee Generation
Thursday, January 12, 2012
Location: Webinar
Sponsor: Transition Advisors
Speaker: Lon Goforth
Register Here


Succession Planning and Valuing Accounting Firms
Wednesday, January 18, 2012
Location: The Rusty Pelican Restaurant, 2425 North Rocky Point Dr, Tampa, FL 33607
Time: 7:30 am - 10:00 am
Sponsor: Regions Bank
Speaker: C. Scott Stephens
RSVP by January 16, 2012 to sstephens@transitionadvisors.com


Keys for your Partnership Agreement
Tuesday, January 24, 2012
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin


Succession Planning and Valuing Your Firm
Friday, April 20, 2012
Time: 1:00 pm - 3:00 pm EST
Location: Webinar
Sponsor: CCH
Speaker: Joel Sinkin
Register Here


IT Budgeting for Small Businesses and CPA Firms
Thursday, May 10, 2012
Time: 12:00 - 1:30 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Donny Shimanto
Register Here


Succession Planning For Your Accounting Firm
Tuesday, May 15, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin


How To Create Your Strategic Plan
Wednesday, May 16, 2012
Time: 11:00 - 12:00 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Damien Greathead
Register Here


The Trends and Strategies Shaping The CPA Firm of the 21st Century
Tuesday, May 22, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Bill Carlino
Register Here


Yes! You Do Need Marketing
Wednesday, May 23, 2012
Time: 11:00 - 12:00 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Damien Greathead
Register Here


How To Be Successful With Social Media
Wednesday, May 30, 2012
Time: 11:00 - 12:00 pm PST
Location: Webinar
Sponsor: 2020
Speaker: Damien Masthead
Register Here


Succession Planning and Valuing Accounting Firms
Friday, June 1, 2012
Time: 3:00 - 5:00 pm EST
Location: Long Island Real Estate and Business Renaissance, Hilton Long Island, 598 Broad Hollow Road, Melville, NY 11747
Speaker: John Dnyprowsky
Register Here


CPA Firm Internal Succession - Readiness and Roadblocks to Avoid
Tuesday, June 19, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin


Managing Growth and Succession Planning in 2012
Thursday, June 21, 2012
Time: 7:30 am - 12:00 pm EST
Location: Bank of America, One Bryant Park, 51st Floor, New York, New York 10036
Sponsors: Bank of America and NCCPAP
Hosts: John Dnyprowsky and Justin Schafer
Speakers: Joel Sinkin and Bill Carlino


Understanding What Your Partnership Agreement Should Include
Tuesday, July 24, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin


Succession Planning For Your Accounting Firm
Wednesday, September 19, 2012
Time: 2:00 - 3:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin


CPA Firm Internal Succession - Readiness and Roadblocks to Avoid
Tuesday, October 23, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin


Understanding What Your Partnership Agreement Should Include
Thursday, November 15, 2012
Time: 12:00 - 1:40 pm EST
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin