Is Bigger Actually Better? | 0.5 CPE

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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

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

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