CPAmerica Advantage News From Your Accounting Association
New Partner Group & Southeast Regional Team up August 18-20 at The Waldorf Astoria Atlanta Buckhead Now that we are dipping our toes back into travelling, we wanted to provide ample opportunity and ease for partners to attend two meetings in one location. In midAugust, CPAmerica will be presenting the 2021 New Partner Group Meeting (Aug. 18-19) and the Southeast Regional Meeting (Aug. 19-20) in Atlanta. We're excited to bring back the New Partner Group Meeting in its fourth year by member request. This spe cialty group is for partners in the role three years or less. This meeting will provide professionals in this stage of their career with the opportunity to gain insight from peers with shared experience on a variety of pressing topics relevant for newly promoted partners. During the first day, Heath Alloway, Director of Upstream Academy, will facilitate discussion on partner relationships, workload conversion, and business development strategies. Heath will also moderate the Ask a Partner Panel session, made up of seasoned partners with various backgrounds. The second day will be complete with member sharing sessions facilitated by the partner panel which will include recruiting strategies and client engagement. “I was, as a new partner, concerned with the gap in my head between what I thought I was supposed to know about my new responsibilities and what I thought I knew," said Thomas Howell Ferguson, P.A. Shareholder Chris Howell. "Turns out, after talking with other new
June 2021
Overcoming Roadblocks in M&A Deals P.
2 P. 3 Preferred Provider Spotlight P. 3 A&A Remarks P. 4 Member News
partners, the gap was not that big and I wasn’t the only one with a gap. Most helpful for me was – and still is – the ability to share with, and learn from, my peers and fellow new partners. The New Partner Group is a tremendous benefit to new partners in evaluating and advancing in their new role and responsibilities by sharing and learning from the experiences of others.” The first day of the Southeast Regional Meeting brings The Visionary Group's Bob Lewis who will give his expertise on business development, M&A, and succession plans. Followed by an amazing meal at Del Frisco's that's included in registration. Then spend the last day in Atlanta with Right Networks' Roman Kepczyk who will provide a technology update, followed by several member sharing sessions.
Don't miss your chance to learn, network and member share in person with us in The Big Peach! Register for the 2021 New Partner Group at https://bit.ly/3oWFHoo, a nd reg ister for t he 2021 Sout heast Reg iona l Meet i ng at https://bit.ly/2SuVluI. Contact events@cpamerica.org for questions.
2021 Transition Advisors Webinar Series - Complimentary CPE These complimentary courses are part of our Preferred Consultant's Transition Advisors webinar series. Terry Putney, CPA, CEO , and Joel Sinkin, President of Transition Advisors LLC, are presenting this series. Putney is a frequent speaker at conferences, is regularly published inaccounting profession magazines, and has co-authored several books with his partner, Joel Sinkin. Both are named to the Top 100 Most Influential People in the Accounting Profession every year since 2012.
These complimentary webinars are eligible for 1.0 CPE credit per webinar. •
8/25 - 2-3 p.m. ET: Merging/Acquiring a NonTraditional CPA or Consulting Firm
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10/27 - 2-3 p.m. ET: Admitting New Partners and Overcoming Obstacles to Internal Succession
Register here: https://bit.ly/2TlSqFp Questions? Please contact Colleen Gaddy at cgaddy@cpamerica.org.