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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
Download agenda
Ask your Boss letter

Attendance options
AICPA Emerging Partner Training Forum
Jun 26-Jun 27, 2019
Pricing:
Early Bird rate ends 05/12
AICPA member: $1,370.00
Nonmember: $1,670.00
Agenda

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

Registration

8:00 AM - 9:15 AM

The future of the accounting profession

Speaker: Mark Koziel, CPA, CGMA, Executive Vice President - Firm Services, AICPA


Description coming soon.

9:15 AM - 10:30 AM

A focus on firm economics

Speaker: Bill Pirolli, Disanto, Priest & Co.


Better understand the economics of an accounting firm by analyzing the key performance indicators of traditional firms and emerging concepts of new-age firms. Review 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. By blending these key performance indicators with the AICPA Horizons 2025 Report, you will gain practical insight on what your firm should be doing today to plan for tomorrow and will be well-prepared for the long-term strategic thinking that’s critical for career success.

10:30 AM - 10:45 AM

Networking break

10:45 AM - 12:00 PM

Client retention and satisfaction

Speaker: Amanda Garner, 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
12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:15 PM

Manage and motivate people

Speaker: Amanda Garner, 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
2:15 PM - 2:30 PM

Networking Break

2:30 PM - 3:45 PM

The managing partner perspective

Speaker: Randy Myeroff, Cohen & Company


Description coming soon.

3:45 PM - 4:35 PM

Roundtable discussions

Speaker: Mark Koziel, CPA, CGMA, Executive Vice President - Firm Services, AICPA


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

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

Speaker: Brian Kush, 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.

9:15 AM - 10:30 AM

Making the transition from manager to partner, from employee to owner

Speaker: Jennifer Wilson, Convergence Coaching

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 exactly 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:

  • Reviewing typical path-to-partner attributes and assessing yourself
  • Identifying ways you can distinguish yourself inside your firm
  • Investing in up-and-comers and building a base of supportive future leaders
  • Understanding how your thinking and mindset will need to shift from that of a staff member to that of an owner
  • Developing very specific next steps you can take to lead at a higher level and encourage growth from those around you
10:30 AM - 10:45 AM

Networking break

10:45 AM - 12:00 PM

Strategies for becoming an exceptional leader

Speaker: Brian Kush


Description coming soon.

12:00 PM - 1:05 PM

Lunch

1:00 PM - 2:15 PM

Taking the difficult out of difficult conversations

Speaker: Jennifer Wilson, Convergence Coaching


Our roles as leaders and managers are filled with opportunities to address conflict. Well-managed conflict can promote change and create opportunities in your firm, yet so many of us avoid addressing issues directly. Attend this session to gain confidence in managing conflict at work and:

  • Identify your current conflict management style
  • Understand the underlying, or root causes of, various conflicts
  • Learn a step-by-step methodology for handling conflict situations more strategically and with more success

Leave this session with the tools you need to handle conflict collaboratively and ideas you can put into action right away!

2:15 PM - 3:30 PM

Roundtable discussions

Speaker: Jennifer Wilson, Convergence Coaching


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.

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 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
Early bird saving through 05/12
AICPA Emerging Partner Training Forum (In person)
$1,370.00–$1,670.00
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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