Build and Grow Your Practice
Value Drivers and Deal Killers in a Hot CPA M&A Market
Thursday, June 24, 2021 12:40 p.m. - 2:20 p.m. ETThis session will address how to support an exit minded or acquisition focused firm. The presenter will detail what makes a firm more valuable, deal killers, and how to look at a practice with a different lens beyond their core financials. The CPA M&A market is undergoing a massive transformation. There has been a perfect storm brewing for years due to aging Baby Boomers, a decrease in the number of people sitting for the CPA firm exam, technology automating compliance steps, and the push to deliver more consulting. The session will include interesting and crazy M&A situations we have run into over the years. It will allow participants to gain a comprehensive perspective into the CPA M&A market, so they can identify opportunities and minimize risks.
After attending this session, attendees will be able to:
- Describe how to quickly measure a firm's potential value with a few key questions
- Identify possible opportunities and deal killers in an M&A deal
- Develop a plan for an internal succession and acquisition strategy
- Determine that they may need to sell or merge upward
Total CPE: 2
Fields of Study: Accounting: 1, Business Management and Organization: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.
Who Should Attend:
Every partner in a CPA firm or any professional in a firm who wants to understand how this accounting profession is evolving. Also, any referral source to CPA firms who want to understand the dynamic changes accountants are undergoing and how that may apply to their industry.Prerequisites:
Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.Advanced Preparation:
NoneBob Lewis
Read Biography
Success, Profits, Results: Using Strategies of the Entrepreneurial Operating System to Gain Traction
Friday, June 25, 2021 10:45 a.m. - 12:25 p.m. ETJoe Paulsen, an accomplished executive and Certified EOS Implementer, will explain how the EOS (Entrepreneurial Operating System) can revitalize your leadership team and your company. Many businesses find themselves chasing down too many paths, hitting ceilings, not producing the expected profits, or surrounding themselves with the right people. EOS has a set of proven tools and strategies to bring clarity to your vision, put the right people in the right seats, and create a powerful leadership team. With over 5000 companies now operating EOS, Joe Paulsen will explain how this proven system is revolutionizing entrepreneurial businesses.
After completing this session attendees will be able to:
- Explain the common pitfalls that companies can overcome by implementing Entrepreneurial Operating System®️ (EOS)
- Describe how the Six Key Components™ can help small businesses break through ceilings and increase profits
- Critique how their companies’ leadership teams are functioning
- Choose at least one proven tool that can be implemented immediately in their company to gain Traction
Total CPE: 2
Fields of Study: Business Management and Organization: 1, Management Services: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.
Who Should Attend:
CEOs, managers, and leadership team membersPrerequisites:
Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.Advanced Preparation:
NoneJoe Paulsen
Read Biography
How to Build Your Authority in the B2B Marketplace using LinkedIn without Spending Money on Ads
Friday, June 25, 2021 12:40 p.m. - 2:20 p.m. ETMarketing online using social media for B2B sales has been challenging with most social media platforms focused on B2C consumers. This session will focus on Linkedin and show strategies and techniques for booking more business to literally any B2B market you want to target. And all of our techniques do not require spending any money on advertising!
After completing this session, attendees will be able to:
- Choose their ideal target market
- Design their Linkedin profile to attract their target audience
- Prepare to start making connections to their target audience
- Create a content marketing schedule
- Create authority and an online presence that is targeted to your ideal audience using Linkedin
Total CPE: 2
Fields of Study: Communications and Marketing: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Who Should Attend:
CEOs, CMOs, business owners, marketing directors, and anyone wanting to create a personal brand using Linkedin.Prerequisites:
Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.Advanced Preparation:
NoneColin Brown
Read Biography
How to Best Sell BVFLS Services with Zoom
Friday, June 25, 2021 3:00 p.m. - 4:40 p.m. ETZoom calls have come to be revered and reviled. But regardless of how we feel, SELLING OUR SERVICES VIRTUALLY has become a needed skill.
And visual models that convey the WHY, WHAT, and HOW of what we do are necessary adds to the Zoom sales call choreography. Because when we use models, we convey insights that conversation alone cannot which improves the prospect-to-client conversion rate. And that is what this session is all about.
We can no longer just sit in front of a screen and talk. We must USE the screen and share the value of our services THROUGH the screen. Visual models and Zoom are perfect for this.
And to show how easily it can be done and how little time it takes, the visual models will be drawn in the session in real-time.
After attending this session, attendees will be able to:
- Identify how to examine the scientific research that supports visual learning
- Create simple visual models that complement virtual or in-person sales sessions
- Identify the needed tools and tech to create visual models on video call platforms
Total CPE: 2
Fields of Study: Communications and Marketing: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Who Should Attend:
BVFLS practitioners who see that selling services via Zoom calls (or other similar platforms) is unlikely to end in the “next normal” and is a desirable skillset to acquire and improve.Prerequisites:
Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.Advanced Preparation:
None
How to Perfect Your Writing and Improve Your Practice: Business Appraisal Review
Friday, June 25, 2021 4:55 p.m. - 5:45 p.m. ETWhile we all know how to write a business appraisal report, we don’t necessarily know all the “ins and outs” of reviewing our reports or the reports of others. Reviewing our own reports ensures the quality and credibility of our written work product. Reviewing the work of others can open up an entirety new practice opportunity. This session will introduce the participant to the purposes and practices of business appraisal review.
After completing this session, attendees will be able to:
- State the seven elements of credibility
- Identify how to apply the principles and practices of appraisal review to their own reports and the work of others
Total CPE: 1
Fields of Study: Communications and Marketing: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.
