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PCPS Practice Management Forums
Access our archived PCPS Practice Management Forums.
2009 Series
2008 Series
2007 Series
2009 Series:
"Ride the Bear!"
PCPS Member Only
Strategies for CPA firms to thrive, survive, and grow in a down economy. Learn More>>
"Non-Traditional Paths to Partnership/Ownership"
PCPS Member Only
CPA firms have become more aware of the need to address the varying needs of their staff in order to retain talented CPAs and create a more productive workplace. Examine one solution that firms have offered to promising professionals: nontraditional paths to partnership or ownership. Learn More>>
The Social Equation: CPAs + Social Media = ROI
PCPS Member Only
It's time we accountants get more sociable … or so you've probably been told. Learn More>>
“Perspectives on Succession”
PCPS Member Only
No matter what the future holds, firms will need strong leadership to adapt to ever-changing demands and developments. Learn More>>
“How the Recession has Changed the Landscape for Mergers, Compensation and Governance of Accounting Firms”
PCPS Member Only
A firm’s outlook for merging with another practice - as well as compensation and governance issues in a merged firm - have all been affected by a troubled economy. Learn More>>
“How the Recession has Impacted the Valuation of an Accounting Firm”
PCPS Member Only
The uncertain financial climate has affected virtually all areas of the economy, but what has been the impact on the value of CPA firms? Learn More>>
“Building a CPA Firm Learning Culture: Tips for Your Training Program”
PCPS Member Only
Create a learning culture that can serve as a major factor in retention and differentiate your practice. Learn More>>
“After Tax Season Action Review”
PCPS Member Only
Learn about the most important developments of the recent busy season and the issues that will be affecting firms into the future. Learn More>>
“SAS No. 115 Amends and Replaces SAS No. 112”
PCPS Member Only
This Forum, “SAS No. 115 Amends and Replaces SAS No. 112”, covers this new standard, which is not effective until periods ending on or after December 15, 2009, but early implementation is permitted. Learn More>>
2008 Series:
“2008 PCPS/TSCPA National MAP Survey”
PCPS Member Only
Presented December 2, 2008 by James C. Metzler, CPA & Vice President - AICPA Small Firm Interests and David Morgan, CPA, the chair of the PCPS Executive Committee and managing partner of Lattimore, Black, Morgan & Cain, P.C., this webcast is an added bonus open to all PCPS members. Learn More>>
“2008 PCPS/TSCPA National Management of an Accounting Practice Survey Results”
Presented December 16, 2008 by James C. Metzler, CPA & Vice President - AICPA Small Firm Interests, this forum will focus on the highlights of the 2008 survey, explaining what it means for practitioners. Learn More>>
“Latest Developments in FIN 48, Accounting for Uncertainty in Income Taxes”
PCPS Member Only
Presented November 4, 2008 by Dr. Bobby Carmichael, CPA, from Texas A&M, University. This forum presents particular challenges for practitioners and can provide the answers you need. Learn More>>
“Courageous Conversations”
PCPS Member Only
Presented September 16, 2008 by Tim Mulvaney, Founder and President of The Mulvaney Group. What is a courageous conversation? How are they different from everyday dialogues? How will they help CPAs to do the business of a firm better, faster and more easily? Learn More>>
“Tips to Ensure a Successful Paperless Conversion”
PCPS Member Only
Presented July 15, 2008 by Kenneth McCall, senior consultant at Boomer Consulting, many firms like the idea of going paperless but sometimes find themselves disappointed in their own efforts to get there this will forum examines the process. Learn More>>
Generational Issues
PCPS Member Only
Presented June 10, 2008 by Rebecca Ryan Founder Next Generation Consulting (NGC), this forum examines what sets these younger professionals apart and provide practical ideas on how to position your firm to appeal to the most talented young people. Learn More>>
Hey SBA! What Have You Done For Me Lately??
PCPS Member Only
Presented May 13, 2008 by William Manger, Office of Field Operations (OFO), Office of the Associate Administrator, this forum examines where small business clients turn when they need help with financing, marketing, contracting opportunities and more? The Small Business Administration has a wealth of resources that meet the needs of many clients. But how can CPAs and their clients make use of these tools? Learn More>>
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>>
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
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>>
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