Past CPE Courses

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

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
Watch this webinar now

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
Watch this webinar now

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
Watch this webinar now

Preparing Your Firm for an Upstream Merger
Thursday, November 10, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

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
Watch this webinar now

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
Watch this webinar now

Preparing Your Firm to Grow through M&A
Thursday, September 29, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

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
Watch this webinar now

How to Structure Your Partnership Agreement
Thursday, August 11, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Growing Your Firm Through New Practice Niches
Thursday, August 4, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now

The Art of Your Deal
Thursday, July 7, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

Preparing Your Firm to Grow through M&A
Thursday, June 23, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Buying Out Retiring Partners
Thursday, June 9, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

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
Watch this webinar now

Valuing Multi-Partner Accounting Firms
Thursday, May 19, 2016
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

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
Watch this webinar now

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
Watch this webinar now

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
Watch this webinar now

Internal Succession Readiness Assessments
Wednesday, June 25, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Succession Planning for Florida Accounting Firms
Wednesday, June 24, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Marcia Miller
Watch this webinar now

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
Watch this webinar now

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
Watch this webinar now

Ecosystem of M&A - All Perspectives (including the "Why")
Wednesday, June 10, 2015
Location: AAA National Practice Management Conference/AAAM Marketing Summit (Orlando, FL)
Sponsor: AICPA
Speaker: Joel Sinkin

Ecosystem of M&A from an Operational Perspective
Tuesday, June 9, 2015
Location: AAA National Practice Management Conference/AAAM Marketing Summit (Orlando, FL)
Sponsor: AICPA
Speaker: Joel Sinkin

Seven Steps to Executing Your Merger, Acquisition or Sale & Roadblocks to Avoid
Wednesday, June 3, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Tax Power Hour - Valuing Your Tax Practice
Thursday, May 21, 2015
Location: Webinar
Sponsor: AICPA
Speaker: Terry Putney
Watch this webinar now (note: access requires an AICPA Tax Section membership)

Succession Planning for Your Accounting Firm and How to Value Your Practice
Thursday, May 21, 2015
Location: Webinar
Sponsor: National Association of Enrolled Agents
Speaker: Joel Sinkin

Succession Planning Using Sales and Mergers
Wednesday, May 20, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

M&A in 2015: What's Driving Merger Mania and Will it Continue?
Wednesday, May 13, 2015
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Bill Carlino

How to Admit a Partner
Friday, May 8, 2015
Location: Nashville, TN
Sponsor: AICPA Small Firm Group
Speaker: Joel Sinkin

Succession Planning Through M&A
Tuesday, April 28, 2015
Location: Kenilworth, NJ
Sponsor: New Jersey Society of CPAs, Union County Chapter
Speaker: Bill Carlino

Keys to Transitioning/Retaining Clients and Staff through a Merger or Acquisition
Thursday, January 15, 2015
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

2014 CPE Classes

Mergers: How, Why, When and With Whom
Thursday, December 11, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

M&A Update: What are the Trends & How are Firms Being Valued in 2014 and Beyond
Wednesday, November 19, 2014
Location:Crest Hollow Country Club (Woodbury, NY)
Sponsor: NCCPAP
Speaker: Joel Sinkin and Bill Carlino

Roadblocks to Avoid in M&A of Accounting Firms
Thursday, November 13, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now

Succession Planning and Valuing an Accounting Firm
Thursday, November 13, 2014
Location: Tampa Westshore Marriott (Tampa, FL)
Sponsor: National Business Institute
Speaker: Marcia Miller, EA with Barry Weins, CPA

Succession Planning and Valuing an Accounting Firm
Wednesday, November 12, 2014
Location: Doubletree by Hilton Orlando Downtown (Orlando, FL)
Sponsor: National Business Institute
Speaker: Marcia Miller, EA with Barry Weins, CPA

Everything You Always Wanted to Know About M&A
Sunday, November 2, 2014
Location: Boca Resort & Racquet Club (Boca Raton, FL)
Sponsor: Accounting Today Growth & Profitability Summit
Speaker: Joel Sinkin & Bill Carlino

What Your Partnership Agreement Should Include
Tuesday, October 28, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Admitting Partners and Valuing Equity for Internal Transfers of Ownership
Thursday, October 23, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Succession Planning and Valuing Accounting Firms & Panel Discussion
Thursday, October 23, 2014
Location:CPAConnect Roundtable (Chicago, IL)
Sponsor: CPAmerica International
Speaker: Joel Sinkin

Succession and Transition Issues
Wednesday, October 1, 2014
Location:Virtual Accounting Conference (webinar)
Sponsor: Business Evolution Consulting Inc.
Speaker: Joel Sinkin

The Art of the Deal: How to Go About Making a Merger or Acquisition Happen & Roadblocks to Avoid
Tuesday, September 30, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

The Seven Steps to Make Your Merger or Acquisition Occur
Thursday, September 25, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Buy! Sell! Merge!
Wednesday, August 27, 2014
Location:Philadelphia, PA
Sponsor: 2020 Group
Speaker: Joel Sinkin & Nancy Egan

Buy! Sell! Merge!
Tuesday, August 26, 2014
Location:Washington, DC
Sponsor: 2020 Group
Speaker: Joel Sinkin & Nancy Egan

M&A for Accounting Firm Update Plus
Tuesday, August 19, 2014
Location: Hotel Indigo East End (Riverhead, NY)
Sponsor: NCCPAP
Speaker: Joel Sinkin

Keys to Your Partnership Agreement
Tuesday, August 12, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

2014 Accounting Update: What's In, What's Out? A Marketplace Update
Thursday, July 31, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now

Succession Planning Using Sales and Mergers
Wednesday, July 30, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Buy! Sell! Merge!
Wednesday, July 23, 2014
Location:Atlanta, GA
Sponsor: 2020 Group
Speaker: Terry Putney & Marcia Miller

Buy! Sell! Merge!
Tuesday, July 22, 2014
Location:Boston, MA
Sponsor: 2020 Group
Speaker: Joel Sinkin & Bill Carlino

Buy! Sell! Merge!
Tuesday, July 15, 2014
Location:New York, NY
Sponsor: 2020 Group
Speaker: Joel Sinkin & Bill Carlino

How to Value Your Accounting Practice
Tuesday, June 24, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

Buy! Sell! Merge!
Tuesday, June 24, 2014
Location:Chicago, IL
Sponsor: 2020 Group
Speaker: Terry Putney & Mark Basinski

Mergers Can Be New Opportunities
Wednesday, June 18, 2014
Location:National Practice Management Conference (San Diego, CA)
Sponsor: Association for Accounting Administration
Speaker: Joel Sinkin

How to Get Your Firm on the Top 100 Best Firms to Work for List
Wednesday, June 18, 2014
Location:National Practice Management Conference (San Diego, CA)
Sponsor: Association for Accounting Administration
Speaker: Joel Sinkin with Daniel Hood, Loretta Doon, Lisa Tierney, Rick Solomon and Randy Johnson

Transitioning Your Accounting Firm Without Giving Up Control, Autonomy or Income
Sunday, June 8, 2014
Location:Practitioners Symposium and TECH+ Conference (Las Vegas, NV)
Sponsor: AICPA
Speaker: Joel Sinkin

How to Value Your Firm When Selling Externally or to Your Partners
Tuesday, June 3, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Succession Planning
Tuesday, June 3, 2014
Location: Freehold, NJ
Sponsor: NCCPAP Central NJ
Speaker: Bill Carlino

Successful Successions
Thursday, May 29, 2014
Location: 20th Annual SuperConference (Orlando, FL)
Sponsor: The Rainmaker Companies
Speaker: Bill Carlino

CPA Firm Internal Succession
Thursday, May 22, 2014
Location:Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

How to Value Your Firm Considering Issues Unique to Texas CPAs
Wednesday, May 21, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Russ Best

Mergers and Acquisitions of Accounting Firms
Wednesday, May 21, 2014
Location: Louisville, KY
Sponsor: The Kentucky Society of CPAs
Speaker: Terry Putney

M&A: What are the Trends in the Marketplace & How to Value Firms?
Tuesday, May 20, 2014
Location: Firm Management Conference (Amelia Island, FL)
Sponsor: PKF North America
Speaker: Joel Sinkin

Deeper Dive M&A: Roadmap for Making a Merger Plan & Roadblocks to Avoid
Tuesday, May 20, 2014
Location: Firm Management Conference (Amelia Island, FL)
Sponsor: PKF North America
Speaker: Joel Sinkin

Keys to transition planning from a client and staff retention perspective and integration
Thursday, May 15, 2014
Location:Webinar
Sponsor: AICPA
Speaker: Joel Sinkin

Innovative Approaches to M&A Deal Structure for Firms Seeking to Acquire for Growth
Thursday, May 15, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Innovative Approaches to M&A Deal Structure for Firms Seeking to Merge Up or Sell
Tuesday, May 13, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Owner Accountability & Unity
Friday, May 9, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin

Firm Acquisitions
Thursday, May 8, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin

Partner Retirement & Succession Planning Panel Discussion
Thursday, May 8, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin

Partner Retirement & Succession Planning
Thursday, May 8, 2014
Location: G400 Meeting (Chicago, IL)
Sponsor: AICPA
Speaker: Joel Sinkin

When Do You Start to Plan Your Succession?
Tuesday, April 29, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

Practice Continuation Agreements & Two-Stage Deals
Tuesday, April 29, 2014
Location: Woodbury, NY
Sponsor: NCCPAP
Speaker: Joel Sinkin

Keys to Documentation Process in Your Merger or Acquisition
Friday, April 25, 2014
Location: Syosset, NY
Sponsor: NYSSCPAs
Speaker: Joel Sinkin with Robert Barnett, Esq

Mergers and Acquisitions - A Panel Discussion
Saturday, January 25, 2014
Location: Division of Firms Practice Management Conference (MGM Grand in Las Vegas, NV)Sponsor: The National Association of Black Accountants
Speaker: Terry Putney

Working on Your Practice as Opposed to in Your Practice
Friday, January 24, 2014
Location: Division of Firms Practice Management Conference (MGM Grand in Las Vegas, NV)Sponsor: The National Association of Black Accountants
Speaker: Terry Putney

Employee Engagement: A Leadership Priority
Thursday, January 23, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Members of the CPA Consultants Alliance

How to value an accounting firm for Sole Owners/Small Firms
Thursday, January 23, 2014
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin

How to value your firm when selling externally and when selling to your partners
Tuesday, January 21, 2014
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin

Tax Season Implications for M&A of Accounting Firms
Thursday, January 9, 2014
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

2013 CPE Classes

The Art of the Deal: How to Go About Making a Merger or Acquisition Happen
Thursday, December 5, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Understanding What Your Partnership Agreement Should Include
Tuesday, December 3, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

Succession Planning for CPA Firms and Sole Practitioners
Friday, November 22, 2013
Location: Crest Hollow Country Club in Woodbury, NY
Sponsor: National Conference of CPA Practitioners, Nassau/Suffolk Chapter
Speaker: Roundtable discussion, including Bill Carlino

Understanding What Your Partnership Agreement Should Include
Wednesday, November 20, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Terry Putney

Succession Planning and Roadblocks to Avoid
Wednesday, November 20, 2013
Location: Long Island Tax Professionals Symposium (Woodbury, NY)
Sponsor: National Conference of CPA Practitioners
Speaker: Joel Sinkin

Mergers of Accounting Firms: Avoiding the Roadblocks & Understanding the Market
Wednesday, November 13, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

CPA Firm Internal Succession
Thursday, November 7, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Is it a Buyer's or Seller's Marketplace?/How to Value an Accounting Firm
Thursday, October 31, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin

Roadmap - 7 Step Process
Thursday, October 31, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin

The Key Steps to Implementing a Succession Plan
Tuesday, October 29, 2013 & Wednesday, October 30, 2013
Location: JW Marriott at Desert Ridge in Phoenix
Sponsor: CCH
Speaker: Terry Putney

Partnership Agreements
Tuesday, October 29, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin

Transitioning Clients
Monday, October 28, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin

M&A Update/Determining Value Equity when Selling Internally and Externally
Monday, October 28, 2013
Location: New York, NY
Sponsor: AICPA/PCPS
Speaker: Joel Sinkin

M&A Seminar
Friday, October 25, 2013
Location: Crystal Springs Resort in Hamburg, NJ
Sponsor: NJCPA Society
Speaker: Joel Sinkin

M&A Workshop
Thursday, October 24, 2013
Location: Durham, NC
Sponsor: AICPA Medium Firm Group
Speaker: Joel Sinkin

Internal Succession: The Five Steps to Making It Work in Your Firm
Wednesday, October 23, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Terry Putney
Watch this webinar now

M&A Roadblocks to Avoid
Monday, October 21, 2013
Location: Growth & Profitability Summit (Orlando, FL)
Sponsor: Source Media
Speaker: Joel Sinkin

Most Recent Trends in CPA Firm Merger/Acquisitions
Thursday, September 26, 2013
Location: Philadelphia Four Seasons
Sponsor: CPAmerica International
Speaker: Joel Sinkin

Growing Your Firm through New Practice Niches
Tuesday, September 24, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Bill Carlino
Watch this webinar now

Succession Planning for Your Accounting Firm
Tuesday, September 24, 2013
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin

The Quest to Build a Learning Culture
Tuesday, September 24, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Members of the CPA Consultants Alliance

Internal Succession Readiness Assessments
Thursday, September 19, 2013
Location: Webinar
Sponsor: AICPA
Speaker: Joel Sinkin

Succession Planning Using Sales and Merger
Tuesday, September 17, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

How to Value Your Firm When Selling Externally or to Your Partners
Tuesday, September 10, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Succession and Valuing Your Accounting Firm
Tuesday, September 10, 2013
Location: Freehold, NJ
Sponsor: National Conference of CPA Practitioners
Speaker: Joel Sinkin

Understanding What Your Partnership Agreement Should Include
Wednesday, August 21, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin

How to Value Your Firm When Selling Externally or to Your Partners
Thursday, August 15, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin
Watch this webinar now

The Seven Steps of Accounting Firm M&A: A Roadmap to Follow
Wednesday, August 14, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin

The Art of the Deal: How to Go About Making a Merger or Acquisition Happen
Tuesday, July 23, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Making Internal Communication A Cultural Must-Have
Friday, July 19, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Members of the CPA Consultants Alliance

Buying Out Retiring Partners: Making Sure Your Agreement Will Work
Wednesday, July 17, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney
Watch this webinar now

A View from 30,000 Feet, Current Trends in the Accounting Profession/Firm of the Future
Tuesday, June 18, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Bill Carlino

A View from 30,000 Feet & Firm of the Future
Wednesday, June 12, 2013
Location: Atlantic City
Sponsor: New Jersey Society
Speaker: Bill Carlino

Merger & Acquisition - The Art of the Deal
Tuesday, June 11, 2013
Location: Las Vegas Bellagio
Sponsor: AICPA
Speaker: Joel Sinkin

Understanding What Your Partnership Agreement Should Include
Wednesday, June 5, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin

Succession Planning and Valuing Accounting Firms in 2013
Friday, May 31, 2013
Location: Woodbury, NY
Sponsor: NYSSCPA Small MAP Committee
Speaker: Joel Sinkin

How to Value Your Firm When Selling Externally or to Your Partners
Wednesday, May 29, 2013
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Keys to Your Partnership Agreement
Friday, May 17, 2013
Location: Baltimore, MD
Sponsor: MACPA Innovation Summit
Speaker: Joel Sinkin

Assessing Culture in a Merger or Acquisition: The Key to the Success of Your Deal
Tuesday, May 14, 2013
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney

Succession and Valuing Accounting
Monday, May 13, 2013
Location: Victors Maywood Inn, Maywood, NJ
Sponsor: NCCPAP
Speaker: Joel Sinkin

The Seven Steps of Accounting Firm M&A: A Road Map to Follow
Thursday, May 9, 2013
Location: Webinar
Sponsor: CPA Academy
Speaker: Joel Sinkin

Succession Planning and Valuing Your Accounting Firm/Internal Succession Readiness and Partnership Agreements
Friday, May 3, 2013
Location: Naples Ritz Carlton
Sponsor: AICPA Small Practitioners Group
Speaker: Joel Sinkin

The Seven Steps for Succession Planning for Your Accounting Firm
Tuesday, April 30, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin

Tax Season Implications for M&A of Accounting Firms
Tuesday, January 15, 2013
Location: Webinar
Sponsor: Transition Advisors, LLC
Speaker: Joel Sinkin

2012 CPE Classes

Keys to Your Parnterhip Agreement
Tuesday, December 18, 2012
Time: 2:00 p.m. – 3:00 p.m. Eastern
Sponsor: Transition Advisors
Location: Webinar
Speaker: Joel Sinkin

What is the Future of Your Firm? Why Merger Mania is Exploding!
Tuesday, December 4 & 5, 2012
Time: 8:00  – 11:35 a.m. 
Sponsor: Michigan Association of CPAs
Location: Hilton Grand Rapids Airport, Grand Rapids, MI
Speaker: Joel Sinkin & Bill Carlino

M & A: A Deep Dive into One of the Hottest Trends in the Profession
Thursday, November 15, 2012
Time: 3:10 p.m. – 4:30 p.m. Eastern
Event: Long Island Tax Professionals Symposium
Speaker: Bill Carlino

Mergers of Accounting Firms: Avoiding The Roadblocks & Understanding The Market
Friday, November 16, 2012
Time: 10:50 a.m. - 12:30 p.m. Eastern
Event: The PRIME Symposium, Indianapolis
Speaker: Joel Sinkin

The 15 Cs of Buying or Selling a Practice
Wednesday, November 14, 2012
Time: 2:00 - 3:00 pm Eastern
Location: Webinar
Sponsor: Transition Advisors
Speaker: Chris Frederiksen

Using Mergers & Acquisitions to Build a Technology-Based Client Accounting Services Practice
October 30, 2012
Time: 7:00 a.m. Eastern
Event: AICPA Digital CPA 2012 CPABiz Cloud User Conference
Location:Gaylord Hotel, Washington D.C.
Speaker: Terry Putney

How to Value Your Accounting Practice
Monday, October 29, 2012
Time: 12:00 - 12:50 pm Eastern
Event: Accounting Today's Growth & Profitability Summit 2012
Location: Boca Raton, FL
Speaker: Joel Sinkin

Growing Your Business through New Practice Niches
Wednesday, October 25, 2012
Time: 2:00 -3:00 pm EST
Speaker: Bill Carlino

Keys to Include in Your Partnership Agreement
Wednesday, October 24, 2012
Time: 12:00 - 1:40 pm EST
Event: Ran One Thriving Firm Conference
Location: Hyatt Regency Sarasota, Sarasota, FL
Speaker: Joel Sinkin

Succession and Valuing Your Accounting Firm
Friday, October 19, Location: Anderson University Flagship Enterprise Center, Anderson, IN
Event: Indiana CPA Small Firm Conference.
Speaker: Joel Sinkin

This is Not Your Father's Accounting Firm: Trends & Strategies That Will Shape the CPA Firm of the 21st Century
Friday, October 19, 2012
Time: 12:00 - 1:40 pm EST
Location: Anderson University Flagship Enterprise Center, Anderson, IN
Event: Indiana CPA Small Firm Conference.
Speaker: Bill Carlino

Keys to Your Partnership Agreement and Understanding Practice Continuation Agreements
Thursday, October 11, 2012
Time: 7:30 - 9:15 p.m. Eastern
Location: Long Island University, C. W. Post Campus, Lorber Hall, Rm. 100
Sponsor: The Tax & Accounting Institute
Speaker: Joel Sinkin

Keys to Succession Planning Using Sales and Mergers
Tuesday, October 9, 2012
Time: 1:00 - 2:00 p.m. Eastern
Sponsor: 2020 Canada
Speaker: Joel Sinkin

Buying Out Retiring Partners: Making Sure Your Agreement Will Work
Tuesday, September 25, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terrence Putney

Succession Planning Using Sales and Mergers
Wednesday, September 19, 2012
Time: 2:00 - 3:40 pm Eastern
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

How to Value Your Practice When Selling to a Stranger or Your Partner
Tuesday, September 11, 2012
Time: 1:00 - 2:00 p.m. Eastern
Location: Webinar
Sponsor: 2020 Canada
Speaker: Joel Sinkin

Practice Continuation Agreements
Tuesday, August 21,  2012
Time: 2:00 - 3:00 pm Eastern
Location: Webinar
Sponsor: Transition Advisors
Speaker: Joel Sinkin

Growing Your Business Through New Practice Niches
Wednesday, July 25, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: 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

The Firm of the Future: This is Not Your Father’s Accounting Firm
Tuesday, July 10, 2012
Time: 8:00 – 10:00 AM EST
Location: The ING Offices, 230 Park Avenue, 13th Floor, New York, New York
Sponsor: Signature Bank
Speaker: Bill Carlino

Internal Succession: The Four Steps to Making It Happen in Your Firm
Thursday, June 21, 2012
Time: 2:00 - 2:50 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Terry Putney

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
Cost: $99 FREE

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

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

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

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

The Trends and Strategies Shaping The CPA Firm of the 21st Century
Wednesday, May 23, 2012
Time: 2:00 - 3:00 pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Bill Carlino

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

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

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

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

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

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

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

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

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

2011 CPE Classes

External Succession Planning for The 1-5 Partner Firm
Thursday, December 15, 2011
Location: Sea Cliff Yacht Club, 42 The Boulevard, Sea Cliff, New York 11579
Time: 8:00 am - 12:00 pm
Sponsor: Partners In Resources
Speaker: Joel Sinkin

Acquisition Readiness
Wednesday, December 14, 2011
Time: 2:00pm to 3:00pm EST
Location: Webinar
Sponsor: Transition Advisors
Speaker: Lon Goforth

Internal Succession
Tuesday, December 13, 2011
Time: 2:00pm to 3:00pm EST
Location: Webinar
Transition Advisors
Speaker: Terrence E. Putney

Mergers of Accounting Firms: the why, how and with who to affiliate
Tuesday, December 13, 2011
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

The 2-Stage Deal: The Perfect Solution for Those Considering Strategies for Internal or External Succession
Friday, December 9, 2011 
Location: Chicago
Sponsor: Illinois CPA Society 
Speaker: Lon Goforth

Getting The Most Out of Your Firm Merger
Thursday, December 8, 2011
Location: Webinar
Sponsor: CCH
Speaker: Joel Sinkin

Determining If You Can Execute an Internal Succession Plan
Tuesday, November 22, 2011 (1:00 PM - 2:00 PM)
Location: Webinar
Sponsor: 2020 Canada
Speaker: Joel Sinkin

Sucession Planning for CPA's
Thursday, November 10, 2011 
Location: San Diego, CA
Sponsor: AICPA
Speaker: Joel Sinkin

Understanding What Your Partnership Agreement Should Include
Monday, November 7, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Practice Continuation Agreements (PCA): What and Why?
Wednesday, October 26, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth

Determining if You can Execute an Internal Succession Plan
Tuesday, October 25, 2011
Location: Las Vegas
Sponsor: Source Media/Accounting Today
Speaker: Joel Sinkin

The Two-Stage Deal: The Perfect Succession Strategy
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

Where Are the New Clients (and how do I make them mine)?
Monday, October 24, 2011
Location: Birmingham, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

Transitioning Clients and Staff Through a Merger or Acquisition
Thursday, October 18, 2011
Location: Webinar
Sponsor: 2020 Group
Speaker: Joel Sinkin

Succession Planning for the 5 Partner Firm and Larger
Thursday, October 13, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Mergers & Acquisitions: Is bigger better?
Wednesday, September 28, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth

The Urge to Merger for the Small to Larger Multi-partner Accounting Firm
Thursday, September 22, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

The Urge to Merge for the Multi Partner Accounting Firms
Thursday, September 22, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Succession Planning for the 1 & 2 Partner Firm
Thursday, August 25, 2011 
Location: Marriott at Eaglecrest, Ypsilanti Michigan
Sponsor: Michigan Association of CPAs Small Firm Practitioner's Conference
Speaker: Lon Goforth

Wednesday, August 24, 2011
Location: Midwest Accounting & Finance Showcase, Donald E. Stephens Convention Center, Rosemont, IL
Sponsor: Illinois CPA Society

2-Stage Deal: A Very Effective Succession Strategy
Tuesday, August 23, 2011
Location: Midwest Accounting & Finance Showcase, Donald E. Stephens Convention Center, Rosemont, IL
Sponsor: Illinois CPA Society
Speaker: Lon Goforth
Practice Value & Evaluation: What is My Practice Worth?

External Succession Planning for the 1 to 4 Parter Firm
Thursday, August 18, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Due Diligence and Documentation issues for Accounting Firms considering a Purchase, Merger or Sale
Thursday, August 11, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth

Buying/Succession Planning and Valuing Accounting Firms
Thursday, August 11, 2011 (7:30 pm - 9:15 pm)
Location: Long Island University, C.W. Post Campus, Brookville, New York
Sponsor: The Tax & Accounting Institute of Long Island University
Speaker: Joel Sinkin

Succession Planning for Accounting Firms: When, How and With Whom
Wednesday, July 20, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS
Speaker: Lon Goforth

Understanding What Your Partnership Agreement Should Include
Wednesday, July 20, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Mergers & Acquisitions of Accounting Practices: The Benefits and Challenges
Thursday, June 30, 2011 
Location: Novi Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

Practice Enhancement Strategies for better Value and Client Acquisition
Wednesday, June 22, 2011 (11:30 am 1:30 pm)
Location: Webinar
Sponsor: ICPAS 
Speaker: Lon Goforth

Best Practices Bootcamp
Tuesday, June 21, 2011 
Location: East Lansing Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth

Merging Accounting Firms in Today's Economic Environment
Tuesday, June 21, 2011 (4:30 pm - 5:20 pm & 5:30 pm - 7:20 pm)
Location: Westin Hotel, 400 Corporate Drive, Fort Lauderdale, FL 33334
Sponsor: Broward City Florida FICPA Chapter
Speaker: Joel Sinkin

Valuing Your Accounting Firm in 2011’s Economy
Monday, June 13, 2011 
Location: Practitioners Symposium & Tech Conference, Aria Resort & Casino, Las Vegas, Nevada
Sponsor: AICPA
Speaker: Joel Sinkin

Mergers & Acquisitions of Accounting Practices
Thursday, June 9, 2011 
Location: Webinar
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

The Urge to Merge for the Multi Partner Accounting Firms
Thursday, June 9, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

The Urge to Merger for the Small to Larger Multi-partner Accounting Firm
Thursday, June 9, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Best Practices Bootcamp
Tuesday, June 7, 2011 
Location: Grand Rapids Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth

Why the Future is Now! Merger, Acquisition, Transition & Succession In Our Industry
Wednesday, June 1, 2011 (11:30 am - 1:30 pm)
Location: Webinar
Sponsor: ICPAS 
Speaker: Lon Goforth

Mergers & Acquisitions of Accounting Practices
Wednesday, May 25, 2011 
Location: Webinar 
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

Succession Planning for the 5 Partner Firm and Larger
Wednesday, May 25, 2011 
Location: Webinar 
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Best Practices Bootcamp
Tuesday, May 24, 2011 
Location: Novi Michigan
Sponsor: Independent Accountants Association of Michigan
Speaker: Lon Goforth

M & A Update
Thursday, May 19, 2011 (8:00 am - 10:00 am)
Location: On Parade Diner, 7980 Jericho Tpke, Woodbury, NY
Sponsor: NYSSCPA
Speaker: Joel Sinkin

Buying/Merging CPA Firms
Tuesday, May 17, 2011 
Location: Chicago
Sponsor: ICPAS
Speaker: Joel Sinkin

An Update on M & A of Accounting Firms
Monday, May 16, 2011 
Location: Chicago
Sponsor: AICPA
Speaker: Joel Sinkin

Top of Mind – Client Retention Strategies
Thursday, May 12, 2011 
Location: Lansing Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

M & A Update
Friday, May 6, 2011 (8:30 am – 10:00 am)
Location: AICPA, 1211 Avenue of the Americas, New York, NY
Sponsor: AICPA
Speaker: Joel Sinkin

External Succession Planning for the 1 to 4 Parter Firm
Wednesday, April 27, 2011 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

Leading Change
Tuesday, January 18, 2011 
Location: Webinar
Sponsor: CPAmerica International
Speaker: Terrence Putney, CPA

 

2010 CPE Classes

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

Practice Continuation Agreements (PCA): What any Why? 
Tuesday, December 14, 2010 
Location: Webinar 
Sponsor: Illinois CPA Society
Speaker: Lon Goforth

Why The Future is Now! Merger, Acquisition, Transition & Succession in our Industry
Tuesday, December 7, 2010 
Location: Webinar 
Sponsor: Illinois CPA Society
Speaker: Lon Goforth

Succession Planning and Valuing Your Accounting Firm
Wednesday, December 1, 2010 (5:00 - 7:00 pm)
Location: New York City
Sponsor: NYSSCPA
Speaker: Joel Sinkin

M & A Workshop for Accounting Firms 4 Partners and Less
Tuesday, November 30, 2010 (1:00 pm - 5:00 pm)
Location: 550 W. Jackson, Suite 900, Chicago, Illinois
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin

M & A Workshop for Accounting Firms 3 Partners and Less
Tuesday, November 30, 2010 (8:00 am - noon)
Location: 550 W. Jackson, Suite 900, Chicago, Illinois
Sponsor: Illinois CPA Society
Speaker: Joel Sinkin

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

Producing and Enhancing Practice Value
Monday, November 29, 2010 
Location: Grand Rapids, Michigan
Sponsor: Michigan Association of CPAs
Speaker: Lon Goforth

The 2-Stage Deal: Have Your Cake and Eat it, Too!
Monday, November 22, 2010 
Location: Webinar 
Sponsor: Illinois CPA Society
Speaker: Lon Goforth

How to Value Accounting Firms In Today's Economy?
Thursday, November 18, 2010 (11:55 am - 12:45 am)
Location: Accounting Today's Growth & Profitability Summit, Wynn - Las Vegas, Nevada
Sponsor: Source Media
Speaker: Joel Sinkin

Practice Value and Evaluation: What is my Practice Worth?
Wednesday, November 17, 2010 
Location: Webinar 
Sponsor: Illinois CPA Society
Speaker: Lon Goforth

Practice Enhancement Strategies for Better Value and Client Acquisition 
Wednesday, November 10, 2010 
Location: Webinar 
Sponsor: Illinois CPA Society
Speaker: Lon Goforth

Valuing a Firm and Succession Planning
Tuesday, October 19, 2010 
Location: Webcast
Sponsor: Illinois CPA Society
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

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.

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

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

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

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

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

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

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

Understanding What Your Partnership Agreement Should Include
Tuesday, July 20, 2010 
Location: Webinar
Sponsor: CPA Leadership Institute, Inc.
Speaker: Joel Sinkin

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Succession Planning & Valuing the Smaller Accounting Firm
Thursday, May 6, 2010 
Location: Webina
Sponsor: CPA Leadership Institute, Inc.
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

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

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