Upcoming CPE Courses 

Valuing Your Accounting Firm and Keys to Client Retention Post-Merger

Tuesday, June 13, 2017, 8:30-9:20 a.m. (pacific)

Location: ENGAGE Conference Webcast for practitioners unable to attend the conference

Sponsor: AICPA

Speaker: Joel Sinkin

Qualifies for one hour 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 Planning and Alternative Deal Structures

Thursday, July 27, 2017, 2:00-3:00 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Joel Sinkin

Qualifies for 1.2 hours of CPE credit

 

Growing Your Firm through M&A

Thursday, August 17, 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

 

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

 

Succession Planning and Valuing Your Firm

Thursday, September 28, 2017, 2:00-3:40 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Joel Sinkin

Qualifies for 2 hours of CPE credit