Is Your Firm Sustainable For Future?

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    1 mins
  • Sustainability of firms in the COVID-19 scenario
    5 mins
  • How CPAs are sustaining as speakers and educators?
    12 mins
  • Sustainability study conducted by Whitman Business Advisors
    15 mins
  • What is the iceberg of ignorance?
    17 mins
  • Importance of ‘people’ in ensuring sustainability
    19 mins
  • Conclusion
    27 mins

Course Description

In this podcast, Shawn Parikh, CEO, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Philip J Whitman, CPA, President, Whitman Business Advisors, and David Wolfskehl, Sr. Managing Director, Whitman Business Advisor. 

They discuss on following subjects:

  • Sustainability of firms in the COVID-19 Scenario
  • How CPAs are sustained as speakers and educators?
  • Sustainability study conducted by Whitman Business Advisors
  • What is the iceberg of ignorance?
  • Importance of ‘people’ in ensuring sustainability

This podcast focuses on the strategies and ways to remain sustainable and independent in the long run.

Learning Objectives

  • To examine the sustainability of firms in the COVID-19 scenario
  • To recall the sustainability study conducted by Whitman Business Advisors
  • To elaborate on the iceberg of ignorance
  • To discuss how CPAs are sustaining as speakers and educators
  • To recognize the importance of ‘people’ for sustainability

Recommended For

  • This Podcast is recommended for CPA, CFE, CMA, ACCA, CA-ICAEW, CA-Ireland, CA-Scotland, CPA-Ireland, accountants, and bookkeepers who wish to transform their firms into the firm of the future and want to remain sustainable and independent in the long run. 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant (CMA)
  • Chartered Global Management Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 General Credit for Accountant/Bookeeper
  • 0.5 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit of Business Process Improvement for Certified Management Accountants (CMA)
  • 0.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 0.5 CPD Credit for CA - ICAEW
  • 0.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

Expert Speaker

Philip Whitman

President, Whitman Business Advisors LLC

Whitman Business Advisors LLC specializes in succession strategies for CPAs and CPA firms.
Phil Whitman is one of the top experts in CPA firm growth and management; he brings a service philosophy and contributes unique perspective and skills to help you achieve your succession and acquisition goals.

■ Pre-merger services
■ Transaction assistance
■ Post-merger integration
■ Succession Planning, including selecting successors
■ Strategic placements
■ Talent acquisitions
■ Facilitation
■ Coaching
■ Profitability
■ Training

As the former Chief Operating Officer of one of the Top 30 CPA firms in the Nation, and 25 year veteran in public accounting, I have worked with top management in overseeing day-to-day operations and ensured efficiency and profitability. I truly understand the inner workings and executive decision making factors of the mid-sized firm. Additionally, my accounting experience includes audit work in a Big Four firm, tax work in a large international firm, as well as experience as the COO/CFO of a law firm. I have also served as a general partner in a restaurant/real estate venture. I have authored articles and have been a featured speaker for the Association of Legal Administrators NYC Chapter.

I am a member of the NYSSCPAs, immediate past Chair of the Management of the Profession Oversight Committee, an active member of the Large and Medium Firm Practice Management Committee and former Chair of the Human Resource Committee. I was the Conference Chair of the Foundation for Accounting Education’s 2010 and 2009 Practice Management Conference and the 2008 and 2007 CFOs, Controllers, and Financial Executive Conference.

Contact me directly to discuss how I can positively impact your organization: 212-983-0035. Feel free to connect with me on LinkedIn using my email address: pw@whitmanbiz.com 

About Company

Whitman Business Advisors LLC

www.whitmanbiz.com/

WHITMAN BUSINESS ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms. WHITMAN BUSINESS ADVISORS provides merger and acquisition, strategic talent acquisition and practice management consulting services to small, medium and large firms; from sole practitioners to world-class global firms. We understand the industry and have solid relationships with leadership at many small, medium and Top 100 firms in the country. We pride ourselves in our consultative approach to hiring and practice growth through Mergers & Acquisitions. As a result of our relationships we are able to find you the best new partner for your firm, the best new partner position for yourself, or the best merger firm for your practice.

Host

Shawn Parikh

Chief Executive Officer (CEO), Practice Protect

Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience, he spearheaded the company operations, forging the foundations of Entigrity that work closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing-related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds, and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

His specialization areas include: 

  • Remote Working & Offshore Hiring for Accounting firms
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • Accounting Technology

Shawn is known for his expert opinions on 

  • Build a 60% net margin Client Accounting Service Business
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like Entrepreneurs

About Company

Practice Protect

www.entigrity.com/

Practice Protect is the #1 accounting-specific cyber security platform that makes it quick & easy to secure and control client data, wherever your people work.

Faq

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