2022
Panel Discussion:Small Firm Succession Planning Strategies - the time to plan is now
Thursday, June 9, 2022, 8:00 - 9:15 a.m. (pacific)
Location: Las Vegas 2022 AICPA & CIMA Engage Conference
Sponsor: AICPA & CIMA
Panel Speaker: Terry Putney
Thursday, June 14, 2022, 1:00 - 1:50 a.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
2022 Central Mountain/West Coast Regional Meeting - "Admitting New Partners"
Thursday, July 14, 2022
Location: San Diego
Sponsor: CPAmerica
Speaker: Terry Putney
Rebroadcast - Using Alternative Deal Structures to Create the Most Effective Merger
Tuesday, July 19, 2022, 1:00 - 1:50 a.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Rebroadcast - How to Admit New Partners
Thursday, August 25, 2022, 1:00 - 1:50 a.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney
Rebroadcast - The Effect Private Equity is Having on Value/Deal Structures of CPA Firm M & A
Thursday, November 3, 2022, 1:00 - 1:50 a.m. (eastern)
Location: Webinar
Sponsor: CPA Leadership
Speaker: Terry Putney/Phil Whitman
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