Succession plans aren't just for those nearing retirement and many wait too long before developing a plan. Join us as we examine a merger and identify the key points that led to success as well as the lessons learned along the way. Then, hear information on the technology landscape, including overlooked software and hot technology issues such as Blockchain for small firms.
Earn 4 CPE credits.
Ready. Set. Merge: What to Consider When Merging and Why You Should Be Thinking about the Future
Edward Guttenplan, CPA, MBA, CGMA - WilkinGuttenplan
Please join Managing Shareholder Edward Guttenplan as he discusses the benefits of a strategic merger for firm growth and expansion of resources as well as the benefits of being proactive when determining a succession plan. Ed will also share his step by step process on how to complete a successful merger based on his experience.
- Not ready for a succession plan; what you should know
- Initial steps to take when thinking of a succession plan
- How to determine which successor is the best fit for the firm
- How to structure a successful deal
- How and when to tell and retain your clients and staff
- Best practices for integrating two firms
Technology Landscape in Firms
Brad Muniz, CPA and Joe Zapf, CPA - Sobel & Co. LLC
Past, Present and Future - This presentation will address the common software used in medium sized accounting firms. We will also focus on software overlooked by many firms and how they can benefit the A&A process. Finally, some thoughts on future of technology.
Technology Issues for Small Firms
Marc Mintz. CPA, CITP, CGMA - Marc Mintz & Associates, LLC Technology Consultants
Attend this fast paced technology briefing and receive a comprehensive overview about critical issues facing CPAs. Topics will include the latest trends in computers and mobile devices. Internet based computing and what moving to the cloud means to you and your business. Explore the current state of software, Apps and Software as a Service (SaaS), including the transition to subscription based pricing. Learn about the important elements of Cyber Security and how to evaluate exposure and minimize risk. Also explore the Internet of Things (IoT), Blockchain and the new science of Data Analytics.
Online pre-registration for this event is now closed.