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Date / Time / Location

Wednesday, May 15, 2019
12:00 PM - 1:00 PM
Registration: 11:45 AM

Webcast

CPE Credits

  • 1.00 CPE Credits in SK

Pricing

  • $0.00 - Season Pass
  • $25.00 - Member
  • $39.00 - Non Member
This event is part of the Management of an Accounting Practice event bundle.
Position your firm to rise above the competition. Hear best practices and learn techniques to help sole practitioners and small firms stand out.

Highlights

  • Leveraging social media
  • Leveraging firm alliances/partnerships
  • Leveraging existing clients (upselling additional services, getting clients to refer you to others)
  • How to stay engaged with clients
  • Pricing of your services
  • Expanding into new services/niches

Course Level

Basic
Pre-Registration Closed

Online pre-registration for this event is now closed.

Walter Brasch

Walter J. Brasch, CPA, CGMA
Managing Director
Whitman Business Advisors, LLC

Walter J. Brasch’s impressive track record of industry success stems from over 30 years of executive experience in the accounting and business advisory industry. He possesses a deep expertise in all facets of both firm & practice management, firm/corporate strategy and execution, business development, practice growth, and senior management mentoring. Walter currently serves as the Chief Success Officer at Prager Metis CPAs, a top public accounting and consulting firm with offices in North America, Europe and Asia. In this capacity, Walter uses his extensive leadership and mentoring experience to guide the firm’s practice leaders and managing partners, drive firm growth, and maximize success through comprehensive strategic planning and execution.

Walter also serves as a Managing Director at Whitman Business Advisors, a national CPA consulting firm, where he provides advisory services to clients in areas such as strategic planning, practice management and mergers & acquisitions. He is also a regular and trusted advisor to Boards and Audit Committees on matters of corporate governance, independence, internal and external audit quality issues, internal controls over financial reporting, risk assessments, executive compensation and finance/business operations.

Richard Shippee

Richard R. Shippee
Director Marketing and Communications
Whitman Business Advisors, LLC

Prior to establishing Richard Shippee Communications, Shippee had a four-decade career in marketing and communications for organizations and professional services firms. During the first dot.com boom he directed west coast marketing operations for management consultancy, A.T. Kearney. He later joined Deloitte in New York to manage public relations and media relations throughout the firm’s Boston-Philadelphia corridor. In 2008 Shippee became Director of Communications for EisnerAmper LLP, an Accounting Today Top 20 firm. In addition to his communications work there, he also directed marketing for the firm’s Personal Wealth Advisory practice, and was a member of its merger integration team.

Richard Shippee directs the Marketing and Communications consulting activities at Whitman Business Advisors. He provides Marketing Needs Assessment, Marketing Program Development and Pre- and Post-Merger Marketing Integration services to the leaders of accounting firms, and other professional services companies.

David Wolfskehl

David Wolfskehl
Senior Managing Director
Whitman Business Advisors, LLC

David Wolfskehl is senior managing director at Whitman Business Advisors, LLC. David’s role is to ensure the success of our team as well as create and deliver coaching and training programs that will help our clients reach their goals.

David has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After graduation from the University of Arizona, David started A Bridgewater Copy and Print. Remaining within the printing industry for the next 17 years, David next started In A Bind, and merged his operation with Action Fast Print. Action Fast Print became the second largest quick printer in New Jersey for 2002 -2004, according to NJBIZ.

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Pre-Registration Closed

Online pre-registration for this event is now closed.