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Upcoming CPE Courses 

Valuations of Accounting Firms in M & A Transactions

Wednesday, May 16, 2018, 12-1:00 p.m. (central)

Location: Webinar

Sponsor: CPA Trendlines

Speaker: Terry Putney

Qualifies for one hour of CPE credit

  

Succession Planning and Alternative Deal Structures

Wednesday, May 16, 2018, 2-3:00 p.m. (eastern)

Location: Webinar

Sponsor: AccountantsWorld

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

How to Self-Assess Your Firm's Readiness for Merger, Acquisition or Sale 

Thursday, May 17, 2018, 1:00-1:50 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

Key Concepts Your Ownership Agreement Should Include & Trends

Tuesday, June 12, 2018, 12:50-1:40 p.m. (pacific)

Location: ENGAGE (Las Vegas, NV) 

Sponsor: AICPA

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

Market Trends in M&A

Wednesday, June 13, 2018, 1:45-3:00 p.m. (pacific)

Location: ENGAGE (Las Vegas, NV) 

Sponsor: AICPA

Speaker: Joel Sinkin

Qualifies for 1.5 hours of CPE credit

 

Key Concepts for Ownership Agreements

Wednesday, June 13, 2018, 3:15-4:05 p.m. (pacific)

Location: ENGAGE (Las Vegas, NV) 

Sponsor: AICPA

Speaker: Joel Sinkin

Qualifies for 1.5 hours of CPE credit

 

Planning for Succession - What Are Your Options?

Tuesday, June 19, 2018, 2-3 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Terry Putney

Qualifies for 1.2 hours of CPE credit

 

Non-Traditional Mergers: Short Term Trend or Here to Stay?

Tuesday, July 10, 2018, 2:00-3:00 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Bill Carlino

Qualifies for 1.2 hours of CPE credit

 

The Five Variables for Valuing an Accounting Firm

Wednesday, July 11, 2018, 11:20-11:45 a.m. (eastern)

Location: The Accounting & Finance Show (New York, NY)

Sponsor: New York State CPA Society

Speaker: Joel Sinkin

 

Seven Steps to Closing a Merger, Acquisition or Sale on Your Own 

Tuesday, July 24, 2018, 1:00-1:50 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

Case Studies in Admitting New Partners

Tuesday, August 21, 2018, 2-3 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Terry Putney

Qualifies for 1.2 hours of CPE credit

 

Trends in the Marketplace for CPA Firm Mergers & Acquisitions 

Tuesday, September 25, 2018, 1:00-1:50 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

M&A Trends Workshop

Thursday, September 27, 2018, 8:05-11:50 a.m. (mountain)

Location: Leading Partner Retreat (Tucson, AZ) 

Sponsor: CPAmerica

Speaker: Joel Sinkin

Qualifies for 4 hours of CPE credit

 

The Five Variables in Valuing a CPA Firm 

Tuesday, October 30, 2018, 1:00-1:50 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

Case Studies in Managing Partner Succession

Wednesday, November 14, 2018, 2-3 p.m. (eastern)

Location: Webinar

Sponsor: Transition Advisors LLC

Speaker: Terry Putney

Qualifies for 1.2 hours of CPE credit

 

Succession Planning and Alternative Deal Structures

Thursday, December 13, 2018, 1:00-1:50 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit

 

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

Tuesday, January 15, 2019, 1:00-1:50 p.m. (eastern)

Location: Webinar

Sponsor: CPA Leadership

Speaker: Joel Sinkin

Qualifies for one hour of CPE credit