CPE Course New Hampshire CPA Firm Networking Discussion

December 3, 2020

9:00am — 12:00pm

Location

Member Price $0.00
Non-member Price $0.00

Curriculum Specialized Knowledge

Field of Interest Practice Management

Level Update

Designed For

Firm Partners, Principals & Managers looking to share and discuss current issues and trends affecting local firms regarding technology.

Objective

 

Highlights

9 AM - Introduction roundtable:

          Firm info

          Current tax, accounting, management, front office, delivery, portal software

          New products you have tried - why good, or why dumped

          Products you are investigating

10:30  Feedback from Amanda Wilkie

11:00  Feedback from Carl Peterson 

11:30  Other member feedback or ideas

Instructors

Mr Carl Peterson, CPA, CGMA

Carl Peterson, CPA, Vice President of Small FirmsCarl Peterson, CPA, is Vice President of Small Firms at the AICPA. In this role, he serves as the small firm advocate and representative for the profession.In this capacity, he meets with small CPE firms regularly to understand their issues and represent these firms from an advocacy and firm development perspective. Peterson serves as the voice of small firms within the AICPA on standard-setting, regulatory and small business issues. He is responsible for ensuring AICPA initiatives continue to meet the needs of small firms.Carl is a licensed CPA and previously served as a managing partner at Peterson, Peterson & Associates, PLC, in Minneapolis/St. Paul, where he built its service and client base.Carl has a history volunteering within the profession, including having served as a member of AICPA Council and served as a member of the Accounting and Review Services Committee. In addition, he has served the Minnesota Society of CPAs as his leadership accomplishments with the MNCPA include having served as Chairman of the Board of Directors, as well as the Political Action and Legislative Affairs committees. In 2013, he was honored by the Society with their Distinguished Service Award.Peterson graduated from Kansas State with a BS in accounting.close

Prerequisites

Developer

New Hampshire Society of CPAs

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