2010 CPE Classes

Market Update
Tuesday, March 16, 2010 (8:30 am)
Location: 3 Park Avenue, 18th Floor, New York, New York
Sponsor: NYSSCPA
Speaker: Joel Sinkin

Update Merger and Acquisition of CPA Firms and Valuations
Tuesday, May 4, 2010
Location: Woodbury, New York
Sponsor: Small Size Regional Managing Partners Group
Speaker: Joel Sinkin

Succession Planning & Valuing the Smaller Accounting Firm
Thursday, May 6, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Succession Planning
Thursday, May 6, 2010
Location: Oak Lawn, Illinois
Sponsor: Illinois Soceity for Enrolled Agents
Speaker: Lon M. Goforth

Practice Enhancement Strategies & Practice Valuation
Tuesday, May 11, 2010
Location: Chelsea, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth

Buying and Selling a Practice Series - Part 1: Don't Buy or Sell Until You've Heard This!
Thursday, May 13, 2010 (10:00 am - 12:00 pm)
Location: Webinar
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon Goforth

Succession and Valuing Your Accounting Firm
Friday, May 14, 2010
Location: Philadelphia, Pennsylvania
Sponsor: CPAmerica International
Speaker: Joel Sinkin

Growing through Mergers and Acquisitions of Accounting Firms
Friday, May 14, 2010
Location: Philadelphia, Pennsylvania
Sponsor: CPAmerica International
Speaker: Joel Sinkin

Practice Enhancement Strategies & Practice Valuation
Tuesday, May 18, 2010
Location: Auburn Hills, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth

Merger, Acquisition Transition and Succession in our Industry (Mid-size & Large Firm)
Wednesday, May 19, 2010
Location: Troy, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon M. Goforth

Buying and Selling a Practice Series - Part 2: Succession Planning and Valuing Your Practice!"
Thursday, May 20, 2010 (10:00 am - 12:00 pm)
Location: Webinar
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon Goforth

Mergers & Acquisitions of Accounting Firms
Friday, May 21, 2010 (2:10 pm - 3:50 pm)
Location: Austin, Texas
Sponsor: CPAmerica International
Speaker: Terrence E. Putney, CPA

Practice Enhancement Strategies & Practice Valuation
Monday, May 24, 2010
Location: Grand Rapids, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth

Succession Planning for Small Firms
Thursday, May 27, 2010
Location: Troy, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon M. Goforth

Merger, Acquisition Transition and Succession in our Industry (Mid-size & Large Firm)
Wednesday, June 2, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon M. Goforth

Buying and Selling a Practice Series - Part 2: Succession Planning and Valuing Your Practice!
Thursday, June 3, 2010 (10:10 am - 12:00 pm)
Location: Webinar
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon Goforth

Success Planning, Buying and Merging Larger Accounting Firms
Wednesday, June 16, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Succession Planning
Monday, June 21, 2010 (4:00 pm - 5:40 pm)
Location: Hyatt Regency, Coral Gables, Florida
Sponsor: FICPA Miami-Dade Chapter
Speaker: Joel Sinkin

Succession Planning & the 2-Stage Deal
Monday, June 28, 2010
Location: East Lansing, Michigan
Sponsor: Independent Accountants Association of Michigan (IAAM)
Speaker: Lon M. Goforth

Succession Planning
Wednesday, July 14, 2010 (7:00 pm)
Location: Signature Gardens, 12725 S.W. 122 Avenue, Miami, Florida
Sponsor: South Dade Chapter of the FICPA
Speaker: Scott Stephens

Understanding What Your Partnership Agreement Should Include
Thursday, July 15, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Succession Planning
Wednesday, July 21, 2010 (5:00 pm)
Location: Palm City, Florida
Sponsor: Sailfish Chapter of the FICPA
Speaker: Joel Sinkin

Deep Sea Diving: How To Market Your CPA Firm
Thursday, August 19, 2010 (2010 Small Firm Practitioners Conference)
Location: Soaring Eagle Conference Center, Mt. Pleasant, Michigan
Sponsor: Michigan Association of CPAs (MACPA)
Speaker: Lon Goforth

Merger & Acquisition: What Is The Future In Our Industry?
Wednesday, August 25, 2010
Location: Troy Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth

Marketing Your Firm
Wednesday, September 22, 2010
Location: Novi, Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth

Succession Planning & Valuing the Smaller Accounting Firm
Thursday, September 23, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Succession Planning for CPA's
Monday, September 27, 2010 (3:45 pm - 5:00 pm)
Location: Martin's West
Sponsor: Maryland Association of CPAs
Speaker: Joel Sinkin

Practice Value Enhancement Strategies
Wednesday, September 29, 2010
Location: Lansing, Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth

Success Planning, Buying and Merging Larger Accounting Firms
Wednesday, October 6, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Business Succession Planning for CPA Practices
Wednesday, October 6, 2010 (8:00 am - 10:00 am)
Location: The Holiday Inn, 1000 International Drive, Mount Olive, New Jersey 07828
Sponsor: Morris/Sussex Chapter of the New Jersey Society of CPA's
Speaker: Joel Sinkin

Mergers and Acquisitions as a Growth Strategy for CPA Firms
Tuesday, October 19, 2010 (8:00 am-12:00 pm)
Location: St. Regis Resort in Dana Point, California
Sponsor: CPA Associates International
Speaker: Terrence E. Putney, CPA

Valuing a Firm and Succession Planning
Wednesday, October 27, 2010
Location: Webcast
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin

Producing and Enhancing Practice Value
Saturday, November 20, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

Marketing Your Practice to Achieve Revenue
Tuesday, November 30, 2010
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPA's
Speaker: Lon Goforth

M & A Workshop for Accounting Firms 3 Partners and Less
Tuesday, November 30, 2010 (8:00 am - noon)
Location: TBA
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin

M & A Workshop for Accounting Firms 4 Partners and Less
Tuesday, November 30, 2010 (1:00 pm - 5:00 pm)
Location: TBA
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin

Understanding What Your Partnership Agreement Should Include
Thursday, December 16, 2010
Location: Webinar - click to register
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

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