Leverage Proven Insights to Take Your CPA Firm to the Next Level
 
Announcing the 2014 Firm Foundation Live Video Conference Series – Register Today!
 
You have invested hours upon hours working to make your firm what it is today. When was the last time you were face to face with an experienced coach gaining fresh, proven insight on handling the challenges relevant to you as a leader of a CPA firm? Wouldn’t it be beneficial to also interact with your peers in the profession and hear their thoughts on these issues? 
 
Firm Foundation’s new video conference series Insights provides leaders of CPA firms valuable coaching, peer to peer discussion, and proven takeaway tools you can begin using immediately as a leader in your firm. This series leverages our highly acclaimed coaching sessions provided to the leadership of our Firm Foundation member CPA firms.
 
Each session is by invitation only and limited to 20 video connections to allow for more meaningful working sessions and discussions. Registrations are taken on a first-come, first-served basis. CPE credit will be awarded for participation.
 
Merger & Acquisition
Tuesday, May 20, 2014
How can you find the right match, get the numbers to work, and minimize your risk?
Attendees receive the book: “Cracking the Code: An Entrepreneur’s Guide to Growing Your Business through Mergers and Acquisitions for Pennies on the Dollar”, by John Bly, CPA
 
Succession Planning
Tuesday, June 3, 2014
How can you best address your future organizational needs whether due to growth, acquisition, or retirement?
Attendees receive: Succession Planning Talent Ninebox Matrix – a tool to help you incorporate performance and potential as well as an individual talent assessment form.

Developing Talent
Thursday, June 26, 2014
Would your people say there are career opportunities at your firm? Do your people receive timely performance feedback that helps them do their job better and further develop their talent?
Attendees receive: Tool for streamlining the talent development process
 

Driving Partner Accountability through Compensation
Thursday, July 17, 2014
Is your compensation plan driving the desired behavior within your partner group? Are you rewarding your partners on activities that drive firm success?
Attendees receive: Partner Compensation Considerations and Examples Toolkit
 
Financial Performance Benchmarking
Tuesday, July 29, 2014
How do you stack up when benchmarked against your peers in the profession? What best practices can you leverage to accelerate achieving your vision? What are some industry trends in financial performance?
Attendees receive: Your individual firm’s benchmarking report and a separate one hour personal consultation on your results.
 
 
Why attend an Insights video conference?
You get face to face with respected subject matter experts, and your peers in the profession, on pressing issues facing leaders of CPA firms today. Get a proven takeaway tool that you can begin using right away.
 
What is the cost to attend?
Tuition is $50 per session. Limit one session per firm. Firms with multiple attendees may share a session connection.
 
What is Firm Foundation?
Firm Foundation, a service of McGladrey, provides leaders of CPA firms focus on improving profitability and achieving their vision by applying our proven methodology to maximize the components that make each practice unique. Members leverage a comprehensive suite of resources and best practices for serving their clients and developing their people, and practice management assistance in running the business of being a CPA firm. With over 25 years experience coaching CPA firm leaders, we are committed to guiding CPA firms through their business challenges. For more information about us, visit www.firmfoundationcpa.com
 
Our team is ready to put our 25+ years of experience serving CPA professionals to work for you.