2009 CPE Classes
Succession Planning and Valuing an Accounting Firm
Monday, May 4, 2009 (6:00-8:00 pm)
Location: Victor's Maywood Inn, 124 W Pleasant Ave., Maywood, NJ 07607
Sponsor: National Conference of CPA Practitioner’s
Speaker: Joel Sinkin
Acquiring and Valuing an Accounting Firm in Today's Economy
Wednesday, May 6, 2009 (9:00-11:00 am)
Location: Webinar
Sponsor: Pennsylvania Institute of CPA's
Speaker: Joel Sinkin
Succession Planning and Valuing an Accounting Firm
Friday, May 8, 2009 (9:00-11:00 am)
Location: Ohio State Society of CPAs
Sponsor: Webinar
Speaker: Joel Sinkin
Mergers of Accounting Firms-The Who, What, Why, When and How
Friday, May 15, 2009 (9:00-11:00 am)
Location: Webinar
Sponsor: Ohio State Society of CPAs
Speaker: Joel Sinkin
Buying/Selling/Valuing An Accounting Firm
Tuesday, May 19, 2009 (12:00-2:00 pm)
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning for Accounting Firms
Tuesday, May 19, 2009 (4:30-6:30 pm)
Location: Westin Hotel, 400 Corporate Dr., Fort Lauderdale, FL 33334
Sponsor: Broward Chapter Florida Institute of CPA's
Speaker: Joel Sinkin
Five Ways to Increase Practice Value in the Next Three Years
Tuesday, May 19, 2009 (1:35 – 2:25 pm)
Location: Eagle Eye Golf Club, East Lansing, MI
Sponsor: IAAM (Independent Accountants Association of Michigan)
Speaker: Lon Goforth
Mergers of Accounting Firms-The Who, What, Why, When and How
Wednesday, May 20, 2009 (9:00-11:00 am)
Location: Webinar
Sponsor: Pennsylvania Institute of CPA's
Speaker: Joel Sinkin
Merger Strategies For Accounting Firms
Friday, May 22, 2009 (8:00 to 10 am)
Location: On Parade Diner; 7980 Jericho Tpke, Woodbury, NY 11797
Sponsor: New York State Society of CPA's Nassau Chapter
Speaker: Joel Sinkin
Mergers of Accounting Firms-The Who, What, Why, When and How
Tuesday, May 26, 2009 (12:00-2:00 pm)
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Can I Still Retire?...Setting up a Practice Continuation Agreement
Thursday, June 4, 2009
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Succession Planning in Today's Economy
Tuesday, June 16, 2009 (4:10-5:00 pm)
Location: Baltimore Convention Center
Sponsor: Maryland Society of CPA's
Speaker: Joel Sinkin
Succession Planning Panel Discussion
Wednesday, June 24, 2009
Location: Webcast
Sponsor: AICPA
Speaker: Joel Sinkin, James Metzler, Bob Gallagher, Dominic Cingoranelli
Practice Continuation Agreement: Protecting Your Clients, Your Loved Ones & Yourself
Wednesday, June 24, 2009 (5:10-6:00 pm)
Location: Rock Financial Showplace, Managment Information & business Shows, Novi, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Practice Continuation Agreement: Protecting Your Clients, Your Loved Ones & Yourself
Thursday, June 25, 2009 (4:45-5:35 pm)
Location: Rock Financial Showcase, Management Information & Business Shows, Novi, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth
Buying, Selling and Valuing an Accounting Practice
Wednesday, July 15, 2009 (12:00-2:00 pm)
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
How The Recession Has Impacted The Valuation Of An Accounting Firm
Tuesday, July 21, 2009 (2:00 to 3:30 pm)
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
Mergers of Accounting Firms-The Who, What, Why, When and How
Wednesday, July 22, 2009 (12:00-2:00 pm)
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
How Has The Economy Impacted The M & A Market For Accounting Firms?
Wednesday, July 29, 2009 (12:00-1:00 pm)
Location: Webinar
Sponsor: RANONE
Speaker: Joel Sinkin
Succession Planning for CPA's
Tuesday, August 4, 2009 (8:30-10:00 am)
Location: Ameriprise Financial Services Inc.,333 Earle Ovington Blvd., Suite 903, Mitchel Field, NY 11553
Sponsor: Ameriprise Financial Services Inc.
Speaker: Joel Sinkin
Succession Planning & Valuing an Accounting Firm in Today's Economy
Friday, August 7, 2009 (9:00-11:30 am)
Location: Boston, Massachusetts
Sponsor: New Jersey State Society of CPA's
Speaker: Joel Sinkin
Succession Planning for Your Accounting Firm
Thursday, August 13, 2009 (8:00 AM – 9:50 am)
Location: Town and Country Hotel, 500 Hotel Circle North, San Diego, CA 92108
Sponsor: National Society of Accountants
Speaker: Joel Sinkin
Valuing Your Accounting Firm
Thursday, August 13, 2009 (10:45 AM – 11:45 am)
Location: Town and Country Hotel, 500 Hotel Circle North, San Diego, CA 92108
Sponsor: National Society of Accountants
Speaker: Joel Sinkin
How The Recession Has Changed the Landscapes for Mergers of Accounting Firms; Compensation and Governance of Accounting Firms
Tuesday, August 18, 2009 (2:00-3:30 pm)
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
Succession Planning
Wednesday, August 26, 2009 (9:40-11:20 am)
Location: 2009 Midwest Accounting & Finance Showcase, Donald E. Stephens Convention Center, 5555 N. Rive Rd., Rosemont, Illinois 60018
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin
Important Keys To Your Accounting Firms Partnership Agreements
Tuesday, September 8, 2009 (12:00-1:00 pm)
Location: Webinar
Sponsor: RANONE
Speaker: Joel Sinkin
What You Need In Your Partnerhisp Agreement
Wednesday, September 9, 2009
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Succession Planning & Valuing an Accounting Firm in Today's Economy
Friday, September 18, 2009
Location: Sheraton Fallsview Hotel and Conference Centre in Niagara Falls, ON
Sponsor: 2020 International
Speaker: Joel Sinkin
Practice Enhancement Strategies
Monday, September 28, 2009 (9:30-11:30 am)
Location: Webinar
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Succession Planning
Tuesday, September 29, 2009 (2:00 to 3:30 pm)
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin
Practice Continuation Agreements
Wednesday, October 7, 2009
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin
Mergers & Acquisitions of Accounting Firms--Moving Up, Down or Laterally
Friday, October 23, 2009 (8:00 am-9:40 am)
Location: 2009 MSCPA Accounting show, Bartle Hall, Kansas City, Missouri
Sponsor: Missouri Society of CPA's
Speaker: Russell P. Best
Succession Planning For Your Accounting Firm
Friday, October 23, 2009 (1:10 pm-2:50 pm)
Location: 2009 MSCPA Accounting Show, Bartle Hall, Kansas City, Missouri
Sponsor: Missouri Society of CPA's
Speaker: Russell P. Best
Succession Planning: When , How and With Whom?
Monday, October 26, 2009 (9:30-11:30 am)
Location: Webinar
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Due Diligence and Documentation Requirements for Mergers & Acquisitions Between Accounting Firms
Monday, October 26, 2009 (1:00 pm-3:00 pm)
Location: Webinar
Sponsor: Michigan Society of CPA's
Speaker: Lon Goforth
Mergers of Accounting Firms-The Who, What, Why, When and How
Thursday, October 29, 2009 (1:00 pm to 2:30 pm)
Location: MGM Grand, Las Vegas, Nevada
Sponsor: RANONE
Speaker: Joel Sinkin
Succession and Valuation
Thursday, October 29, 2009 (11:45 am-1:00 pm)
Location: Management Summit, The Venetian, Las Vegas, Nevada
Sponsor: The Growth Partnership Inc.
Speaker: Terrence Putney, CPA
Mergers & Acquisitions of Accounting Firms--Moving Up, Down or Laterally
Thursday, November 5, 2009 (8:00 am-9:40 am)
Location: 2009 MSCPA Accounting Show, St. Charles Convention Center, St. Louis, Missouri
Sponsor: Missouri Society of CPA's
Speaker: Russell P. Best
Succession Planning For Your Accounting Firm
Thursday, November 5, 2009 (1:10 pm-2:50 pm)
Location: 2009 MSCPA Accounting Show, St. Charles Convention Center, St. Louis, Missouri
Sponsor: Missouri Society of CPA's
Speaker: Russell P. Best
Two Stage Deals
Tuesday, November 17, 2009 (10:00 am to 12:00 pm)
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Mergers & Acquisitions
Tuesday, November 17, 2009 (1:00-3:00 pm)
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Practice Valuation
Tuesday, December 15, 2009 (9:30-11:30 am)
Location: Webinar
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
Practice Enhancement Strategies
Tuesday, December 15, 2009 (1:00-3:00 pm)
Location: Webinar
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth
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