Upcoming Events
  • To register for any upcoming webcasts, click the **Register Now** link next to the webcast title below.
  • If already registered for today's Live Video Webcast, click the **Login Now** link next to the webcast title below to login.
  • Archives of previous events may be found here.
  • Please join our mailing list to be notified when new registrations become available.

Firms that subscribe to the SI Small Firm Subscription program have FREE access to our webcasts for up to five connections from your firm as well as other benefits. Please contact us to enroll.

Upcoming Live Video Webcasts

 

Building Your Firm’s Succession Plan – Part 3 of 3, November 4, 2014 **Register Now**
Addressing Partner Conflict and Communication Issues, November 5, 2014 **Register Now**

Title: Building Your Firm’s Succession Plan – Part 3 of 3 **Register Now**

Description: This session is based on Dom’s and Bill’s newest two-book series published earlier this year by the AICPA called Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. These two books cover the 15 areas that need to be addressed to create a robust succession plan that will ensure profitability, transition of ownership and long-term sustainability of your firm. This three-part series will cover all 15 topics, with this session covering the remaining nineof those 15 areas.
Summary of Content:

  • Building your firm’s key positions around roles and responsibilities, including the managing partner
  • Creating transparency in decision making by formalizing voting, addressing admission of new owners, and managing the equity distribution/redistribution processes
  • Managing working relationships with retiring partners including client transition and reasonable roles post retirement
  • Establishing other important processes, from maximum payout of retired partners, to dealing with death, partial or full disability, termination, and more
Price: $249 for the first participant, $49 for each additional participant.
Duration: 2 hours.  Participants who meet the periodic polling requirements during the webcast will qualify for two credits of CPE.
Date: Tuesday, November 4, 2014 
Time: 12:30 pm Eastern

Title: Addressing Partner Conflict and Communication Issues **Register Now**

Description: This session deals with foundational issues that constantly create added stress, impinge on partner unity, and generate unnecessary misunderstandings within the partner group. We will discuss how to manage conflict, the difference between aggressiveness and assertiveness, how to manage dysfunctional behaviors including bullying, how to conduct partner meetings in a way that eliminates confusion and rehashing the same topics over and over without resolution, tips that can instantly improve communications, and more.
Summary of Content:

  • How to better leverage communication basics:
  • Why assertiveness is the proper technique to utilize when appropriate
  • Conflict in partner discussions is not something to avoid, but rather to harness
  • Consensus may be important to try to achieve, but consensus to the point of giving the “no” vote more power than the “yes” vote can quickly become dysfunctional
  • Learning to better manage partner meetings to create clarity, fairness and unity
Price: $249 for the first participant, $49 for each additional participant.
Duration: 2 hours.  Participants who meet the periodic polling requirements during the webcast will qualify for two credits of CPE.
Date: Wednesday, November 5, 2014 
Time: 12:30 pm Eastern



Upcoming Speaking Engagements:
  • October 20-21: Prime Global Partner in Training program, Atlanta, Presentations and Public Speaking
  • October 22-23: Primel Global Partner in Training program, Atlanta, Situational Leadership Workshop
  • October 23: Texas Practice Management Group, San Antonio, Best Practices for Practice Management
  • October 28-29: Partner & Manager Development Training Program: Situational Leadership® workshop, Denver
  • November 7: Porter Hetu in a location to be determined on Strategy and Accountability
  • November 11: Prime Global, New York, Best Practices
  • November 17-18: California Society of CPAs, San Diego, Leadership Class - Workshop 1 of 3 part series
  • November 19: AICPA Controller Conference, Las Vegas, Leadership and Self-Motivation
  • December 2-3: California Society of CPAs, San Jose, Leadership Class - Workshop 2 of 3 part series
  • December 8-9: CPA2Biz Digital CPA Conference in Washington DC
  • January 8-9, 2015: Partner & Manager Development Training Program: Communication and Business Development Skills workshop, Location TBD
  • February 2, 2015: ACLEA, San Diego, The Overachiever’s Guide to Getting Unstuck
  • May, 2015: Partner & Manager Development Training Program: Practice Management, Conflict, Negotiation, Change Workshop (2.5 days), Location & Date TBD
  • June 25-26, 2015: Prime Global Partner in Training program, Pittsburg, Workshop 7 on Capstone Projects