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Rethinking Value: Why Bigger Isn't Always Better

  • CPA (US)
  • CFE
  • CMA

Published : May, 2022

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Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org

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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
  • What is a practice growth multiplier?
    1 mins
  • Why bigger firms are better?
    6 mins
  • Why bigger firms are not better?
    14 mins
  • System by which big and small firms can deal with a new engagement
    17 mins
  • Impact of consolidation on the economy
    20 mins
  • Conclusion
    32 mins

Course Description

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

They discuss on following subjects:

  • What is a practice growth multiplier?
  • Why the bigger firms are better?
  • Why the bigger firms are not better?
  • How can big and small firms deal with a new engagement?
  • Impact of consolidation on the economy

This podcast focuses on whether the concept of bigger the better is a myth or truth.

Learning Objectives

  • To discuss practice growth multiplier
  • To debate on whether bigger is better or not
  • To recall the system by which big and small firms can deal with a new engagement
  • To elaborate on the impact of consolidation on the economy

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 0.5 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit of Business Process Improvement for Certified Management Accountants (CMA)
  • 0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountant - ICAEW
  • 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.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
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Ratings and Review

4.1

31 Ratings

Excellent

10

Very Good

12

Average

8

Poor

0

Terrible

0

HP

Harmony Piazza, CPA (US)

May 25th, 2022

easy and flowed well. Questions asked were relevant which was nice

PS

Parthik Savaliya, CPA (US), CPA Student, Masters (Accountancy)

Oct 23rd, 2024

Good Insights