Sunday, May 4, 2025
2025 New Leading Partner Meeting – May
May 4-5, 2025 │ San Antonio, Texas
Hosted by Sol Schwartz & Associates
Hotel: Hotel information coming soon
5.5 CPE
5:45 pm │ Meet in hotel lobby for shuttle transportation to dinner
6:00 – 7:30 pm │ Networking Dinner (included in registration)
Attire: Casual
Monday, May 5, 2025
7:45 a.m. │ Meet in hotel lobby for shuttle transportation to member firm and host, Sol Schwartz & Associates
8:00 – 8:30 a.m. │ Welcome & Tour of Sol Schwartz & Associates
8:30 – 9:15 a.m. │ Breakfast - Introductions and Matters You Wish to Discuss Today
We will take this time to go around the group and each have the opportunity to express the information or insight you would most like to take away from this day.
Grace Horvath, President & CEO, CPAmerica, Inc.
Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS
Dave Farnsworth, CPA, Managing Shareholder, MCHS
9:15 – 10:30 a.m. │ To Sell or Not to Sell: Discussing our firm’s succession journey to be a second generation firm.
Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS
Dave Farnsworth, CPA, Managing Shareholder, MCHS
1.5 CPE │ Business Management & Organization │ Overview
Pre Req: None │ Adv Prep: None
10:30 – 10:45 a.m. │ Networking Break
10:45 – 12:00 p.m. │ Governance Excellence: Best Practices for CPA Firm Management
a. Discussing key elements of effective firm governance
b. Keys to building an effective leadership team
c. Communication and transparency
Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS
Dave Farnsworth, CPA, Managing Shareholder, MCHS
1.5 CPE │ Business Management & Organization │ Overview
Pre Req: None │ Adv Prep: None
12:00 p.m. – 1:00 p.m. │ Lunch
1:00 p.m. – 2:15 p.m. │ Journey to Better Partner Accountability
a. Discuss what our firm has done to hold each other accountable
b. Discuss major changes to our compensation structure
Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS
Dave Farnsworth, CPA, Managing Shareholder, MCHS
1.5 CPE │ Personnel / Human Resources │ Overview
Pre Req: None │ Adv Prep: None
2:15 p.m. – 2:30 p.m. │ Networking Break
2:30 – 3:20 p.m. │ Key Takeaways: What stood out today and what remaining questions do you want to tackle? We saved this last hour to discuss items that may not have come up yet and further thoughts on discussions you have had throughout the day. Share your takeaways with your peers and your top firm initiatives going into the rest of the year.
Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS
Dave Farnsworth, CPA, Managing Shareholder, MCHS
1 CPE │ Personal Development │ Overview
Pre Req: None │ Adv Prep: None