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PCPS Home > Resources > PCPS Practice Management Forums

PCPS Practice Management Forums

Access our archived PCPS Practice Management Forums.

2008 Series

2007 Series

2006 Series

 

2008 Series:

 

The Small Firm Advantage - Realizing and Articulating Your Unique Value

PCPS Member Only 

Presented January 29, 2008 by James C. Metzler, CPA & Vice President - AICPA Small Firm Interests, this forum examines: the small firm advantage and elements of the Small Firm Initiative; the customer-intimate small firm business model. Learn More>>

 

 

2007 Series:

 

Build and Run a Winning Financial Practice

PCPS Member Only

Presented December 18th, 2007 by Walter M. Primoff, CPA/PFS & CEO of PrimGroup, this archived Forum addressed history, change, and the CPA "Trusted Advisor." Additionally, Primoff discussed best PFP practices and mistakes to avoid for. Learn More>>

 

“Succession Assessment” – Is Your Firm Being Realistic?

PCPS Member Only

Presented November 20th, 2007 by Robert Gallagher, CPA and President of R.J. Gallagher & Associates, Inc., this archived Forum discussed how to develop and implement a definitive succession plan by revisiting and updating your strategy. Points addressed were: 10 barriers to a CPA firm’s future success and how to remove them; important governance documents for your firm; how to retain your star players; the need to adopt a partner admission policy; how to develop future leaders and bench strength; defining the roles of engagement and relationship partners; examples of successful partner transition plans; the role of an association or network in maintaining your independence; and how to know when a merger is the best option. Learn More>>

 

Recruiting in the 21st Century

PCPS Member Only

Presented October 23rd, 2007 by Mark Koziel, CPA, Senior Technical Manager of the AICPA’s PCPS team, this archived Forum discussed how to develop a recruiting system based on a game plan that will ensure the process is efficient and effective, assess firm needs, identify the recruiting players and design and implement your game plan, perfect key areas of the interview process, including information gathering, style, behavioral-based interviewing and identifying good/bad interview questions and understand additional components of interviewing, such as personality assessments and other testing of candidates. Learn More>>

 

The Risk Assessment Standards

Presented September 18th, 2007, "The Risk Assessment Standards," offered expert insights on understanding and implementing the SASs. It provided an excellent opportunity to educate yourself and your staff about this important new guidance. Learn More>>

 

Align Your Firm For Success: The 7 S Framework

PCPS Member Only

Presented August 21, 2007 by Deb Lockwood, CPA,  Executive Managing Director of the RSM McGladrey Network enlightened practitioners on how firms can coordinate seven elements—strategy, structure, systems, staffing, skills, shared values and style—to increase their organizational efficiency.  Learn More>>

 

Why Clients Leave

PCPS Member Only

Presented July 17, 2007 by Allan Boress, CPA offered insights on how to better manage your important business relationships to achieve higher fees, better retention, more referrals and happier employees. Learn More>>

 

Managing Difficult Conversations

PCPS Member Only

Presented June 14, 2007 by Jennifer Wilson of ConvergenceCoaching, this session provided an understanding to your current conflict management style, identified the cause of conflicts, offered a  strategy for handling conflicts with less pain and more success. Learn More>>

 

Providing Business Advisory Services and Getting Paid for It

PCPS Member Only

Presented May 22, 2007 by Rick Solomon, CPA, President of RanOne America’s LLC, this session gave a fundamental understanding of the nature of business advisory services and revealed a model that provides structure and simplifies the entire process. Participants learned ways to comfortably discuss advisory services with clients and prospects as they begin to leverage this huge opportunity. Increased client satisfaction and retention, higher value-based realization rates and a more rewarding practice are just some of the benefits. Learn More>>

 

 

2006 Series:

 

SAS No. 112 Web Forum

This previously recorded web forum, presented by Chuck Landes, CPA of the A&A standards group at the AICPA, explores the impact on the audits your firm performs for financial statements that ended on or after December 15, 2006. It provides you with insight into the implementation of SAS No. 112 and how to communicate the new standard and its impact to your clients as it relates to their audit engagement. Learn More>>

 

Pricing on Purpose - Implementing Value Pricing in Your Firm

PCPS Member Only

Presented November 14, 2006 by Ron Baker, Co-Founder of Verasage Institute. This forum offers practical ideas for using value billing in your firm. Learn More>>

 

Performance Evaluations That Work: The Power of Communication

PCPS Member Only

Presented October 18, 2006 by Mark Koziel, Sr. Technical Manager, AICPA. This session offers advice on creating meaningful performance evaluations and outlines their many advantages for your firm. Learn More>>

 

Developing Your Firms Marketing Plan

PCPS Member Only

Presented September 21, 2006 by Jennifer Lee Wilson, Co-Founder, ConvergenceCoaching, LLC. This forum offers ideas on how to accentuate your firm's strengths and market opportunities, establish accountability for your marketing efforts, and measure the costs and success of each initiative. Learn More>>  

 

Strategic Planning Web Forum

PCPS Member Only

Presented August 9, 2006 by Gary Boomer, CPA, CITP, CEO of Boomer Consulting Inc. This Practice Management Forum provides strategic planning and consulting services to leading accounting firms, highlighting topics such the differences between shared-vision and shared-services firms; the steps in the planning process; how to quickly determine your firm’s top dangers, opportunities and strengths; and a sample one-page strategic plan for a firm. Learn More>>

 

Succession Planning For the Small Firm - Web Forum

PCPS Member Only

This 1 1/2-hour web forum took place in July 2006, presented by Joel Sinkin of Transition Advisors. Geared toward the small firm, this session assisted participants in gaining an understanding of the important details of designing a succession plan for their firm. Learn More>>