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Conferences
AICPA Emerging Partner Training Forum
June 26–June 27, 2019
|
AICPA, Durham, NC
| Live online
Conference details

AICPA’s Emerging Partner Training Forum prepares new and emerging partners to direct and lead their firms toward the future. It provides two days of intensive learning about the responsibilities and expectations of senior firm leaders, how to navigate change, the future of the CPA profession and more. The agenda includes interactive presentations and hands-on training sessions led by renowned industry experts. The program will focus on motivating and compensating leadership, building your business through growth and retention factors, improving partnership skills and various networking opportunities.

Ensure your firm’s continued success and prepare your young leaders for tomorrow. Registration is limited, register your firm’s leaders today.

Who Should Attend:

  • Managers on the firm partner track
  • New partners/owners (5 years or less)
  • Practice leaders seeking partnership skills

Why Attend:

  • Get a better understanding of what is expected of future firm leaders and what needs to be done today to ensure ongoing success for your firm tomorrow.
  • Learn skills from some of the profession’s top experts.
  • Build your network with other emerging partners from across the country who at a similar point in their career.
  • Follow up coaching calls hosted by Jim Metzler once a month from July to December
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Attendance options
AICPA Emerging Partner Training Forum
Jun 26-Jun 27, 2019
Pricing:
Full Registration Rate
AICPA member: $1,445.00
Nonmember: $1,745.00
Agenda

WEDNESDAY, June 26
7:30 AM - 8:00 AM

Registration

8:00 AM - 9:15 AM

The future of the accounting profession
Field(s) of Study: Accounting
Knowledge Level: Overview | CPE: 1.5

Speaker: Mark J. Koziel, CPA, CGMA, Executive Vice President – Public Accounting, Association of International Certified Professional Accountants


This session will offer practical insight on what your firm should be doing today to plan for tomorrow and ensure you’re well-prepared for the long-term strategic thinking that’s critical for career success.

Learning objectives

  • Recognize changes happening within the accounting professions and opportunities/threats that may impact your practice
  • Recall technologies that are now being utilized in practices of all sizes and impact to service delivery models

Prerequisite: None
Advanced Prep: None

9:15 AM - 10:30 AM

Understanding firm economics
Field(s) of Study: Accounting
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Bill Pirolli, CPA/PFS/CFF, CGMA, Partner, DiSanto Priest & Co., CPA's


Successful and sustainable firms are built with great clients, great people and financial success. This session will highlight the economics of an accounting firm by analyzing the key performance indicators of traditional firms and emerging concepts of new-age firms. You will learn the major cost centers and the secrets to increasing profitability, including right staffing, appropriate billing, the power of client and service mix, and how to profit from leverage.

Learning objectives

  • Identify the major cost centers and the secrets to increasing profitability, including right staffing, appropriate billing, the power of client and service mix, and how to profit from leverage
  • Analyzing the key performance indicators of traditional firms and emerging concepts of new-age firms

Prerequisite: Core understanding of services provided by the firm; at least 5 years of experience in public accounting
Advanced Prep: None

10:30 AM - 10:45 AM

Networking break

10:45 AM - 12:00 PM

The loyalty effect
Field(s) of Study: Communications and Marketing
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Amanda Garner, Principal, The Growth Partnership


The cost of attracting a new client is significantly more expensive than devoting time to proactively serve a current client and develop a loyal relationship. Hear best practices from other top CPA firms around the country and retain your top clients by:

  • Making client retention a top priority in your firm
  • Understanding what clients really want and why they leave
  • Developing deeper, more meaningful client relationships
  • Measuring current levels of client satisfaction and loyalty

Learning objectives

  • Determine NPS
  • Identify fundamental drivers of client loyalty

Prerequisite: At least 5 years of experience in public accounting
Advanced Prep: None

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:15 PM

Creating a culture of practice development accountability
Field(s) of Study: Personal Development
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Amanda Garner, Principal, The Growth Partnership


As CPA firms are being forced to do more with less, the need to manage and motivate team members within a firm is absolutely critical. Encourage and retain your most valuable team members by:

  • Learning the power of getting your entire firm on the same page
  • Discovering how individual and firm dashboards can motivate team members to achieve their individual goals
  • Learning a system of accountability that drives firm performance

Learning objectives

  • Detemerine how accountability impacts results
  • Determine how to create a culture of accountability

Prerequisite: At least 5 years of experience in public accounting
Advanced Prep: None

2:15 PM - 2:30 PM

Networking Break

2:30 PM - 3:45 PM

The managing partner perspective
Field(s) of Study: Specialized Knowledge
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Randy Myeroff, CPA, CGMA, CEO, Cohen & Company


Before you can achieve success, you best have a clear definition of what "winning" is to your organization. In this session, we will discuss important elements of firm structure and culture, as well as share some mistakes along the way.

Learning objectives

  • Identify elements of firm structure, governance and culture
  • Explore best practices, particularly considering mistakes of the past

Prerequisite: At least 5 years of experience in public accounting; been part of succession planning discussions within your practice
Advanced Prep: None

3:45 PM - 4:35 PM

Roundtable discussions
Field(s) of Study: Specialized Knowledge
Knowledge Level: Update | CPE: 1

Speaker: Mark J. Koziel, CPA, CGMA, Executive Vice President – Public Accounting, Association of International Certified Professional Accountants


Peer-to-peer dialogue provides the opportunity to exchange ideas and best practices for implementation on topics that were presented during the day. Collaborate and share tips and techniques for maximizing your personal and firm success.

Learning objectives

  • Recall practical tools and resources available to supplement practice leadership skills learned at the conference
  • Identify opportunities to leverage knowledge to create new opportunities in their practices

Prerequisite: None
Advanced Prep: None

6:00 PM - 9:30 PM

Networking reception

THURSDAY, June 27
7:30 AM - 8:00 PM

Registration

8:00 AM - 9:15 AM

Intentional influence
Field(s) of Study: Personal Development (Leadership)
Knowledge Level: Basic | CPE: 1.5

Speaker: Brian Kush, CPA, PCC, Co-Founder, Intend2Lead


Explore the concept of influence, and how it furthers your career goals. Learn how to maximize your effectiveness during an influencing opportunity and how your personal presence impacts your influence on others.

Learning objectives

  • Recognize influence and identify opportunities to exert it that further your career and impact on others.
  • List 4 steps to maximize an influence opportunity.
  • Distinguish between expressive and receptive behaviors, and understand their use in influencing opportunities

Prerequisite: None
Advanced Prep: None

9:15 AM - 10:30 AM

Making the transition from manager to partner, from employee to owner
Field(s) of Study: Specialized Knowledge
Knowledge Level: Intermediate | CPE: 1

Speaker: Jennifer Wilson, Partner and Co-founder, ConvergenceCoaching, LLC

Running an accounting firm can be a wonderfully creative, lucrative entrepreneurial effort that also drives high job satisfaction. But making the transition from staff member to firm leader can be challenging, and there are no two paths that are alike. Added to that, most firms haven’t yet developed a clear path to partner for their next generation to follow. Explore your personal partnership by:

Learning objectives

  • Identify typical path-to-partner attributes and assess yourself against them
  • Identify ways you can distinguish yourself inside your firm
  • Determine how your thinking and mindset will need to shift from that of a staff member to that of an owner
  • Calculate next steps you can take to lead at a higher level and encourage growth from those around you

Prerequisite: More than five years of experience in a public accounting practice
Advanced Prep: None

10:30 AM - 10:45 AM

Networking break

10:45 AM - 12:00 PM

Habits make the leader
Field(s) of Study: Personal Development (Leadership / Time Management)
Knowledge Level: Basic | CPE: 1.5

Speaker: Brian Kush, CPA, PCC, Co-Founder, Intend2Lead


Are there things you want to change in your life or at your organization? What’s stopping you? Most of us don’t realize how much our ingrained habits rule our lives, actions and results. Once you understand the science of habits, you can be intentional about choosing habits that will make you unstoppable.

Learning objectives

  • Identify what a habit is and how habits affect your mindset, productivity, and leadership
  • List and define the 3 parts to the habit loop
  • Uncover a habit change that matters to you and can increase your leadership capacity

Prerequisite: None
Advanced Prep: None

12:00 PM - 1:05 PM

Lunch

1:00 PM - 2:15 PM

Taking the difficult out of difficult conversations
Field(s) of Study: Specialized Knowledge
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Jennifer Wilson, Partner and Co-founder, ConvergenceCoaching, LLC


Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict in your life and learn how to:

  • Identify your current conflict management style
  • Determine the underlying causes of conflict situations
  • Learn two frameworks for handling conflict situations more strategically and with more success!

Prerequisite: More than five years of experience in a public accounting practice
Advanced Prep: None

2:15 PM - 3:30 PM

Bringing it all together
Field(s) of Study: Specialized Knowledge
Knowledge Level: Update | CPE: 1.5

Speaker: Jennifer Wilson, Partner and Co-founder, ConvergenceCoaching, LLC


You have learned a lot during this leadership conference, so how do you bring it all together and practically execute it? This session will provide you practical tools and resources to take home and utilize within your firms.

Learning objectives

  • Recall practical tools and resources available to supplement practice leadership skills learned at the conference
  • Identify opportunities to leverage knowledge to create new opportunities in their practices

Prerequisite: None
Advanced Prep: None

More details

PCPS Section Members Save an Additional $100

If you are a PCPS member, you can save $100.00 off the registration price.

Find out more information on the PCPS Section.

Questions? Contact the AICPA Service Center at 888.777.7077 or service@aicpa.org.

On-Site/Flex Pass Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

Ratings and reviews
PRICING SUMMARY
AICPA Emerging Partner Training Forum (In person)
$1,445.00–$1,745.00
$1,745.00
CREDIT INFO
CPE credits
Conference
: 16.0
NASBA Field of Study
NONE
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None

Location & Accommodations

Location:

220 Leigh Farm Road
Durham, North Carolina 27707

Hotel

7840 NC 751 HWY
Durham, NC 27713
Discount code: G-AEEP

Dress code:

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