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Past CPE Courses

2022 CPE Classes

Rebroadcast - The Effect Private Equity is Having on Value/Deal Structures of CPA Firm M & A

Thursday, November 3, 2022

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney/Phil Whitman

 

Rebroadcast - How to Admit New Partners

Thursday, August 25, 2022

Location: Webinar 

Sponsor: CPA Leadership

Speaker: Terry Putney

 

Rebroadcast - Using Alternative Deal Structures to Create the Most Effective Merger

Tuesday, July 19, 2022

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

How to Admit New Partners 

Thursday, June 23, 2022

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

Panel Discussion:Small Firm Succession Planning Strategies - the time to plan is now 

Thursday, June 9, 2022

Location: Las Vegas 2022 AICPA & CIMA Engage Conference

Sponsor: AICPA & CIMA

Panel Speaker: Terry Putney

 

Using Alternative Deal Structures to Create the Most Effective Merger

Wednesday, May 11, 2022

Location: Webinar

Sponsor: CPA Leadership

Speaker:Terry Putney

 

 

The Effect Private Equity is Having on Value/Deal Structure of CPA Firm M & A

Thursday, May 5, 2022

Location: Webinar

Sponsor: CPA Leadership

Speaker: Phil Whitman/Terry Putney

Watch this webinar

 

2021 CPE Classes  

What Will Happen to the Value of CPA Firms in 2021.......Really?

Wednesday, December 15, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning and Alternative Deal Structures

Tuesday, December 7, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Acquiring Non-accounting Consulting Firms and Specialty Accounting Practices

Wednesday, December 1, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

Succession Planning and Alternative Deal Structures

Thursday, November 11, 2021

Location: Webinar

Sponsor: North Carolina Association of Certified Public Accountants 

Speaker: Bill Carlino

 

AICPA PCPS Medium Firm Networking Group

Wednesday, November 10, 2021

Location: Virtual M & A Workshop

Sponsor: AICPA PCPS

Speaker: Joel Sinkin

 

Admitting New Partners and Overcoming Obstacles to Internal Succession

Tuesday, November 9, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

  

Is a Merger Right for My Firm or Should I Stay Independent?

Wednesday, November 3

Location: Webinar

Sponsor: CPA Leadership

Speakers: Joel Sinkin/Terry Putney

 

Succession Planning and Alternative Deal Structures

Tuesday, November 2, 2021

(Re-broadcast of June 9, 2021 webinar) 

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

What Will Happen to the Value of CPA Firms in 2021.......Really?

Wednesday, October 27, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Admitting New Partners and Overcoming Obstacles to Internal Succession

Wednesday, October 27

Location: Webinar

Sponsor: CPAmerica

Speaker: Terry Putney

 

Planning the Sale or Merger of Your Firm to Maximize Value

Wednesday, October 20, 2021

Location: Webinar

Sponsor: CPA Leadership

Speakers: Joel Sinkin/Terry Putney

 

Succession Planning and Alternative Deal Structures

Tuesday, September 21, 2021

(Re-broadcast of June 9, 2021 webinar) 

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Merging/Acquiring a Non-Traditional CPA or Consulting Firm

Wednesday, August 25, 2021

Location: Webinar

Sponsor: CPAmerica

Speaker: Joel Sinkin/Terry Putney

 

Succession Planning for Accounting Firms

Tuesday, August 24, 2021

Location: Webinar

Sponsor: NCCPAP'S Westchester/Rockland Chapter

Speaker: Bill Carlino

 

Succession Planning and Alternative Deal Structures

Wednesday, August 11, 2021

(Re-broadcast of June 9, 2021 webinar) 

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Succession Planning and Alternative Deal Structures

Thursday, July 29, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Topic Trends in 2021-CPA M&A/How the Pandemic Changed the Marketplace

Tuesday, July 27, 2021

Location: Las Vegas AICPA Engage Conference

Sponsor: AICPA

Speaker: Joel Sinkin

 

Using the AAV Method in Your Owner Agreement

Thursday, July 22, 2021

Location: Webinar

Sponsor: CPAsNet 

Speaker: Terry Putney

 

What Will Happen to M & A of CPA Firms Post-COVID?

Thursday, July 15, 2021

Location: Webinar

Sponsor: CPA Leadership

Speakers: Joel Sinkin/Terry Putney

 

Acquiring Non-accounting Consulting Firms and Specialty Accounting Practices

Wednesday, July 14, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

Admitting New Partners and Overcoming Obstacles to Internal Succession

Wednesday, June 30, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

Valuing Your Accounting Firm in 2021

Thursday, June 17, 2021 

(Re-broadcast of Wednesday,May 5, 2021)

Location: Webinar

Sponsor: CPA Academy

Speakers: Joel Sinkin

 

Is a Merger Right for My Firm or Should I Stay Independent?

Wednesday, June 16, 2021

Location: Webinar

Sponsor: CPA Leadership

Speakers: Joel Sinkin/Terry Putney

 

Succession Planning and Alternative Deal Structures

Wednesday, June 9, 2021

Location: Webinar

Sponsor: CPA Academy

Speakers: Joel Sinkin

 

Planning the Sale or Merger of Your Firm to Maximize Value

Thursday, June 3, 2021

Location: Webinar

Sponsor: CPA Leadership

Speakers: Joel Sinkin/Terry Putney

 

What Will Happen to the Value of CPA Firms in 2021

Wednesday, May 26, 2021

Location: Webinar

Sponsor: CPAmerica

Speaker: Joel Sinkin/Terry Putney

 

Valuing Your Accounting Firm in 2021

Wednesday, May 26, 2021

(Re-broadcast of Wednesday,May 5, 2021)

Location: Webinar

Sponsor: CPA Academy

Speakers: Joel Sinkin

 

What Will Happen to M & A of CPA Firms Post-COVID?

Tuesday, May 25, 2021

Location: Webinar

Sponsor: CPA Leadership

Speakers: Joel Sinkin/Terry Putney

 

Trends in M & A of CPA Firms Including the Post-COVID Impact

Monday, May 17, 2021

Location: Allinial Global Executive Team Conference, Charleston, SC 

Sponsor: Allinial Global 

Speaker: Joel Sinkin/Terry Putney

 

Post COVID Trends in M & A

M & A Roundtable : Your Questions Answered

Tuesday, May 18, 2021

Location: Allinial Global Executive Team Conference, Charleston, SC 

Sponsor: Allinial Global 

Speaker: Joel Sinkin/Terry Putney

 

Valuing Your Accounting Firm in 2021

Wednesday, May 5, 2021

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Trends in M&A of CPA Firms Including the Impact of the Coronavirus

Thursday, January 21, 2021(Re-broadcast of Tuesday, July 21, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

2021 Trends in the Marketplace for CPA Firm Mergers and Acquisitions

Wednesday, January 13, 2021

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning for CPA Firms

Wednesday, January 13, 2021(Re-broadcast of Tuesday, July 28, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

2020 CPE Classes 

 

Mergers as a Succession Tool and Alternative Deal Structures

Wednesday, December 16, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

5 Main Variables When Valuing a CPA Practice for External and Internal Sales

Wednesday, November 18, 2020,(Re-broadcast of Thursday, April 30, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Valuing a CPA Firm in 2020 When Selling Externally or to Your Partner

Wednesday, November 11, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning for CPA Firms

Wednesday, November 11, 2020

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Trends in M&A of CPA Firms Including the Coronavirus Impact

Tuesday, November 10, 2020

Location: National Accounting and Tax Symposium (virtual event)

Sponsor:  NCCPAP 

Speaker: Joel Sinkin

 

Trends in M&A of CPA Firms Including the Coronavirus Impact

Tuesday, November 10, 2020,(Re-broadcast of Tuesday, July 21, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Admitting New Partners

Thursday, October 29, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

Seven Step Roadmap to Closing Your Deal and Navigating Roadblocks

Wednesday, October 28, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

5 Main Variables when Valuing a CPA Practice for External and Internal Sales

Friday, October 2, 2020 (Re-broadcast of Thursday, April 30, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Merger Readiness-Best Practices in Firm and Partner Preparedness

Wednesday, September 30, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning for CPA Firms

Monday, September 28, 2020 (Re-broadcast of Tuesday, July 28, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Trends in M&A of CPA Firms Including the Coronavirus Impact

Friday, September 25, 2020 (Re-broadcast of Tuesday, July 21, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

The Impact of COVID-19 on CPA M&A

Wednesday, September 23, 2020

Location: Webinar

Sponsor: Northern Virginia MAP Group

Speaker: Nancy Egan

 

How The COVID-19 Economy May Impact M&A of CPA Firms

Tuesday, September 22, 2020 (Re-broadcast of Wednesday, May 6, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

The 4 W's of Mergers: Who, Why, When, and What is Success

Tuesday, September 22, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Coronavirus Impact on CPA Firm M&A

Wednesday, August 26, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Trends in M&A of CPA Firms Including the Coronavirus Impact

Thursday, August 13, 2020, (Re-broadcast of Tuesday, July 21, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Analyzing the Required Investment and Financial Returns of Acquisition of CPA Firms

Tuesday, August 11, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

How The COVID-19 Economy May Impact M&A of CPA Firms

Monday, August 10, 2020 (Re-broadcast of Wednesday, May 6, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

What's Wrong With Your Owner Agreement

Wednesday, August 5, 2020

Location: Webinar

Sponsor: CPAmerica

Speaker: Terry Putney

 

Trends in the Marketplace for CPA Firm Mergers & Acquisitions

Tuesday, August 4, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning for CPA Firms

Tuesday, July 28, 2020

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Trends in M&A of CPA Firms Including the Coronavirus Impact

Tuesday, July 21, 2020

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

How the Covid-19 Economy May Impact M&A of CPA Firms

Tuesday, July 14, 2020, (Re-broadcast of Wednesday, May 6, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

3 Often Overlooked Factors in Successful Mergers & Acquisitions

Tuesday, June 23, 2020

Location: Webinar

Sponsor: Capstone Marketing

Panelist: Joel Sinkin

 

How the Covid-19 Economy May Impact M&A of CPA Firms

Friday, June 19, 2020 (Re-broadcast of Wednesday, May 6, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Trends in M&A of CPA Firms Including the Coronavirus

Thursday, June 18, 2020

Location: Webinar

Sponsor: Accountants World

Speaker: Joel Sinkin

 

Valuing a CPA Firm in 2020 When Selling Externally or to Your Partners

Wednesday, June 17, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

The Likely Impact of the Coronavirus on CPA Firm M&A

Wednesday, June 10, 2020

Location: Webinar

Sponsor: AGN International

Speaker: Joel Sinkin

 

How the Covid-19 Economy May Impact M&A of CPA Firms

Friday, June 5, 2020 (Re-broadcast of Wednesday, May 6, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Analyzing the Required Investment and Financial Returns of Acquisition of CPA Firms

Tuesday, June 2, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

5 Main Variables When Valuing a CPA Practice for External and Internal Sales

Monday, June 1, 2020 (Re-broadcast of Thursday, April 30, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Admitting New Partners

Thursday, May 21, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Terry Putney

 

Mergers as a Succession Tool and Alternative Deal Structures

Wednesday, May 20, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

How the Covid-19 Economy May Impact M&A of CPA Firms

Friday, May 15, 2020 (Re-broadcast of Wednesday, May 6, 2020)

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

How the Coronavirus Economy May Impact M&A of CPA Firms

Thursday, May 14, 2020

Location: Webinar

Sponsor: CPAmerica

Speaker: Joel Sinkin

 

Merger Readiness-Best Practices in Firm and Partner Preparedness

Wednesday, May 13, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Internal Succession Readiness

Tuesday, May 12, 2020

Location: Webinar

Sponsor: AGN

Speaker: Joel Sinkin

 

5 Main Variables When Valuing a CPA Practice for External and Internal Sales

Friday, May 8, 2020

Re-broadcast of April 30, 2020

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

How the Covid-19 Economy May Impact M&A of CPA Firms

Wednesday, May 6, 2020

Location: Webinar

Sponsor: CPA Academy

Speaker: Joel Sinkin

 

Seven Step Roadmap to Closing Your Deal and Navigating Roadblocks

Tuesday, May 5, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Coronavirus Likely Impact on CPA Firm M&A

Tuesday, April 28, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Valuing a CPA Firm in 2020 When Selling Externally or to Your Partners

Wednesday, April 22, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Trends in the Marketplace for CPE Firm Mergers & Acquisitions

Wednesday, January 15, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

The 4 W's of Mergers: Who, Why, When, and What is Success

Wednesday, January 8, 2020

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

2019 CPE Classes

 

Mergers: Who to Merge With, Why, When, and What is Success

Thursday, November 21, 2019

Location: Webinar

Sponsor: AGN

Speaker: Joel Sinkin

 

Seven Step Roadmap to Closing a Merger, Acquisition, or Sale

Thursday, November 14, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

M & A Trends in the Marketplace

Thursday, November 7, 2019

Location: AICPA Small Firm Meeting (Naples)

Sponsor: AICPA

Speaker: Joel Sinkin

 

How to Admit New Partners

Tuesday, October 29, 2019

Location: Webinar

Sponsor: Transition Advisors

Speaker: Terry Putney

Watch this webinar

 

Seven Step Roadmap to Closing a Merger, Acquisition, or Sale

Tuesday, October 22, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Growing Your Firm Through M & A

Monday, October 21, 2019

Location: Fall Symposium - Atlanta, GA

Sponsor: AGN International

Speaker: Joel Sinkin

 

Trends in The Marketplace for CPA Firm Mergers & Acquisitions

Tuesday, October 8, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning and Alternative Deal Structures

Thursday, September 26, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

The Five Variables in Valuing a CPA Firm in 2019

Thursday, September 19, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Alternative Deal Structures in M&A, a Seven Step Roadmap to Closing Your Deal, and Keys to Transitioning Client Relationships

Friday, August 16, 2019

Location: Southeast Regional Meeting (Atlanta)

Sponsor: CPAmerica

Speaker: Joel Sinkin

 

How to Value Partner Equity, Value a Firm to Acquire and Roadblocks to Expect

Friday, August 16, 2019

Location: Southeast Regional Meeting (Atlanta)

Sponsor: CPAmerica

Speaker: Joel Sinkin

 

Partnership Agreements: Vital Things to Have, Admitting New Partners

Friday, August 16, 2019

Location: Southeast Regional Meeting (Atlanta)

Sponsor: CPAmerica

Speaker: Joel Sinkin

 

Partner Comp Models & Aligning Comp to Strategic Goals

Friday, August 16, 2019

Location: Southeast Regional Meeting (Atlanta)

Sponsor: CPAmerica

Speaker: Joel Sinkin

 

Should You Sell, Merge, or Do Nothing?

Thursday, August 15, 2019

Location: Webinar

Sponsor: Transition Advisors

Speaker: Terry Putney

Watch this webinar

 

Trends in The Marketplace for CPA Firm Mergers & Acquisitions

Tuesday, August 6, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning and Alternative Deal Structures

Thursday, August 1, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

The Five Variables in Valuing a CPA Firm in 2019

Tuesday, July 16, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Mergers: Who to Merge With, Why, When, and What is Success

Wednesday, June 26, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness

Tuesday, June 25, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

CPA Mergers and Acquisitions in 2019

Wednesday, June 19, 2019

Location: Webinar

Sponsor: AccountantsWorld

Speaker: Joel Sinkin

Watch this webinar

 

M & A Trends and 5 Key Variables to Value an Accounting Firm

Tuesday, June 11, 2019

Location: ENGAGE

Sponsor: AICPA

Speaker: Joel Sinkin

 

What's Wrong With Your Owner Agreement?

Tuesday, May 21, 2019

Location: Webinar

Sponsor: Transition Advisors

Speaker: Terry Putney

Watch this webinar

 

How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness 

Tuesday, May 14, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Mergers: Who to Merge With, Why, When, and What is Success 

Tuesday, January 15, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Best Practices in Merger Readiness - Part II

Tuesday, January 8, 2019

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

2018 CPE Classes

Best Practices in Merger Readiness - Part I

Tuesday, December 4, 2018

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

 

Succession Planning and Alternative Deal Structures
Wednesday, November 28, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin

Case Studies in Partner Succession
Wednesday, November 14, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar

The Five Variables in Valuing a CPA Firm 
Tuesday, October 30, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin

Trends in the Marketplace for CPA Firm Mergers & Acquisitions 
Wednesday, October 3, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin

M&A Trends Workshop
Thursday, September 27, 2018
Location: Leading Partner Retreat
Sponsor: CPAmerica
Speaker: Terry Putney

Case Studies in Admitting New Partners
Tuesday, August 21, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar

How to Self-Assess Your Firm's Readiness for Merger, Acquisition or Sale
Wednesday, July 25, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin

Seven Steps to Closing a Merger, Acquisition or Sale on Your Own 
Tuesday, July 24, 2018
Location: Webinar
Sponsor: CPA Leadership
Speaker: Joel Sinkin

The Five Variables for Valuing an Accounting Firm
Wednesday, July 11, 2018
Location: The Accounting & Finance Show (New York, NY)
Sponsor: New York State CPA Society
Speaker: Joel Sinkin

Non-Traditional Mergers: Short Term Trend or Here to Stay?
Tuesday, July 10, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar

Planning for Succession - What Are Your Options?
Tuesday, June 19, 2018
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar

Market Trends in M&A
Wednesday, June 13, 2018
Location: ENGAGE
Sponsor: AICPA
Speaker: Joel Sinkin

Key Concepts for Ownership Agreements
Wednesday, June 13, 2018
Location: ENGAGE
Sponsor: AICPA
Speaker: Joel Sinkin

Succession Planning and Valuing Your Firm
Wednesday, June 12, 2018
Location: ENGAGE
Sponsor: AICPA
Speaker: Joel Sinkin

Valuations of Accounting Firms in M & A Transactions
Wednesday, May 16, 2018
Location: Webinar
Sponsor: CPATrendlines
Speaker: Terry Putney

Succession Planning and Alternative Deal Structures
Wednesday, May 16, 2018
Location: Webinar
Sponsor: AccountantsWorld
Speaker: Joel Sinkin

2017 CPE Classes

Admitting New Partners
Thursday, December 14, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar

Valuation in M&A Transactions
Tuesday, November 14, 2017
Location: 2017 Summit
Sponsor: Allinial Global
Speaker: Terry Putney

Owner Agreements for CPA Firms
Tuesday, November 14, 2017
Location: 2017 Summit
Sponsor: Allinial Global
Speaker: Terry Putney

Keys to Due Diligence and Client Retention
Thursday, November 9, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar

The Five Main Variables for Valuing an Accounting Firm
Monday, November 6, 2017
Location: Webinar
Sponsor: CPA Leadership Institute Inc.
Speaker: Joel Sinkin

Best Practices in Succession Planning and Alternative Deal Structures
Thursday, November 2, 2017
Location: Webinar
Sponsor: CPA Leadership Institute Inc.
Speaker: Joel Sinkin

Case Studies on Internal Succession
Wednesday, October 25, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar

Succession Planning and Valuing Your Firm
Wednesday, September 27, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar

Mergers: Why, When, How and With Whom
Tuesday, September 19, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan

Growing Your Firm through M&A
Thursday, August 17, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar

Succession Options - One Size Does NOT Fit All
Tuesday, August 15, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan

Succession Planning and Alternative Deal Structures
Thursday, July 27, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar

Shaking Hands is not Enough - Partner Agreements that Protect the Firm
Tuesday, July 18, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan

CPA Firms M&A: Succession & Growth Strategies & Alternative Deal Structures

Wednesday, June 14, 2017
Location: Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin

CPA Firms M&A: Valuing Your Firm & Keys to Retaining the Clients
Wednesday, June 14, 2017
Location: Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin

Valuing Your Accounting Firm and Keys to Client Retention Post-Merger
Tuesday, June 13, 2017
Location: ENGAGE Conference Webcast for practitioners unable to attend the conference
Sponsor: AICPA
Speaker: Joel Sinkin

What is Your Firm Worth?
Tuesday, June 13, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan

Partnership/Shareholder Agreements 101
Thursday, June 8, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar (no CPE)
Watch this webinar as a self-study course for CPE *note: enter code "transition" to register for free

Valuing Accounting Firms
Thursday, May 18, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar (no CPE)
Watch this webinar as a self-study course for CPE *note: enter code "transition" to register for free

M&A Update and Due Diligence Checklist when Buying or Merging a Practice
Thursday, May 18, 2017
Location: Nassau Chapter Small MAP Meeting
Sponsor: NYSSCPA
Speaker: Joel Sinkin

Succession Planning for your Firm: Perspectives from the Seller and the Successor Firm
Wednesday, May 17, 2017
Location: Webinar
Sponsor: AccountantsWorld
Speaker: Joel Sinkin

Succession Planning: Keeping Clients & Employees on Board During the Transition
Tuesday, May 16, 2017
Location: Webinar
Sponsor: PSTAP
Speaker: Nancy Egan

Back to the Future: A look back at what happened in 2016 and what we can expect for the New Year
Thursday, January 12, 2017
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
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2016 CPE Classes

The Urge to Merge: How, Why, When and With Whom
Thursday, December 15, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Making Your Firm More Attractive to a Successor Firm or to a Firm Merging Up
Tuesday, November 15, 2016
Location: Webinar
Sponsor: AccountantsWorld
Speaker: Joel Sinkin

2016 Roadmap to Succession Planning for Firms in the Southeastern U.S.
Thursday, November 10, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Marcia Miller
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Preparing Your Firm for an Upstream Merger
Thursday, November 10, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning
Tuesday, November 1, 2016
Location: Large Firm Group (New York, New York)
Sponsor: AICPA
Speakers: Terry Putney & Joel Sinkin

Deferred Compensation/Ownership Agreements
Monday, October 31, 2016
Location: New Firm CEO Meeting (New York, New York)
Sponsor: AICPA
Speaker: Terry Putney

Succession Planning and Valuing Your Firm
Thursday, October 27, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Succession Planning for Accounting Firms
Monday, October 24, 2016
Location: CCH Connections User Conference (Washington, D.C.)
Sponsor: Wolters Kluwer
Speaker: Marcia Miller

Admitting New Partners
Thursday, October 20, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Preparing Your Firm to Grow through M&A
Thursday, September 29, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning: Alternative Deal Structures
Wednesday, September 7, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar (no CPE)
Watch this webinar as a self-study course for CPE *note: enter code "transition" to register for free

Preparing Your Firm for an Upstream Merger
Thursday, August 18, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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How to Structure Your Partnership Agreement
Thursday, August 11, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Growing Your Firm Through New Practice Niches
Thursday, August 4, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
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The Art of Your Deal
Thursday, July 7, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Preparing Your Firm to Grow through M&A
Thursday, June 23, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Buying Out Retiring Partners
Thursday, June 9, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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How to Go About Making a Merger or Acquisition Happen & Roadblocks to Avoid
Monday, June 6, 2016
Location: Practitioners Symposium and TECH+ Conference
Sponsor: AICPA
Speaker: Joel Sinkin

Succession Planning
Wednesday, May 25, 2016
Location: CPA Web Summit
Sponsor: Paycor
Speaker: Joel Sinkin

Valuing Small Accounting Firms
Thursday, May 19, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Valuing Multi-Partner Accounting Firms
Thursday, May 19, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Succession Planning and M&A
Tuesday, March 22, 2016
Location: New York, NY
Sponsor: International Federation of Accountants
Speaker: Joel Sinkin

How Tax Season Impacts M&A
Thursday, January 14, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

2015 CPE Classes

Back to the Future: A look back at what happened in 2015 and what we can expecct for the New Year
Tuesday, December 15, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino

Keys to Your Partnership Agreement
Tuesday, November 19, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Planning for Succession: Keys to a Seamless Transition and Valuing an Accounting Firm
Wednesday, November 18, 2015
Location: Long Island Tax Professionals Symposium (Woodbury, NY)
Sponsor: NCCPAP
Speaker: Joel Sinkin & Bill Carlino

Planning for Succession: Keys to a Seamless Transition and Valuing an Accounting Firm
Wednesday, October 28, 2015
Location: Pines Manor (Edison, NJ)
Sponsor: New Jersey Society of CPAs
Speaker: Bill Carlino

Seven Step Roadmap for Your Merger, Acquisition or Sale
Wednesday, October 21, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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How to Value Your Firm When Selling Externally or to Your Partners
Tuesday, September 29, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Mergers: How, Why, When and With Whom
Tuesday, September 15, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning Using Sales and Mergers
Wednesday, August 19, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Growing Your Firm Through New Practice Niches
Wednesday, August 12, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now

Keys to Your Partnership Agreement
Wednesday, July 29, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Terry Putney

Valuing Accounting Firms for External and Internal Sales
Tuesday, July 21, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
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Internal Succession Readiness Assessments
Wednesday, June 25, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
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Succession Planning for Florida Accounting Firms
Wednesday, June 24, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Marcia Miller
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Accounting Firm Value and Factors Impacting Firms in the Mid-Atlantic Region
Wednesday, June 10, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Nancy Egan
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Keys to Your Partnership Agreement with Items Unique to the Midwest and Southwest
Wednesday, June 10, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Russ Best
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Ecosystem of M&A -