Upcoming CPE

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

How to Admit New Partners 

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