CPE Course Small Firms Conference: Covering All the Issues for Sole Practitioners to Multi-Partner Firms

November 15, 2017

8:30am — 4:15pm

Location Portsmouth

Member Price $259.00Register after October 25 and pay $279.00
Non-member Price $359.00Register after October 25 and pay $379.00

Curriculum

Field of Interest Personal Development

Level Update

Designed For

8.00 credits

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Objective

Highlights

Agenda:

8:00 AM    Registration and coffee
8:30 AM    Introductions from all participants
9:00 AM    Washington DC Tax Reform: Congressional Tax Reform Update and IRS administrative issues - Speaker AICPA lobby staff Kate Kiley
10:20 AM    Break
10:30 AM    Technology Update: Security, Network, Workstation, Lean Workflow, and Technology disruptors - Speaker Roman Kepczyk, Director of Consulting at Xcentric
11:45AM    Lunch break
12:45 PM   Four Best firm succession planning ideas and management - Speaker Joel Olbricht, CPA and Chair of AICPA PCPS executive committee
1:45 PM    Break
1:55 PM    Firm Legal Agreements - Speaker Matthew Benson, Attorney Esquire COOK, LITTLE, ROSENBLATT & MANSON, PLLC.  
3:00 PM    Creating Effective Marketing Strategies- Speaker Todd Eckler, Fiduciary Trust
4:00 PM    Final Thoughts and Questions
4:15 PM    Adjourn.

Instructors

Prerequisites

Developer

New Hampshire Society of CPAs

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