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Firm practice management

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

AICPA Practitioners Symposium and Tech+ Conference

Jun 7, 2020 - Jun 11, 2020 - Las Vegas, NV/Live Online - Whether it's honing your personal skill set, positioning your practice for growth or transforming your...

Conference – Live Strategic planning Intermediate

Professional Ethics: 2020 Update and Refresher

A refresher on important ethics requirements to ensure your services are performed with integrity and objectivity, and, where required, independence.

Course – Online Ethics, integrity & professionalism

Digital Client Advisory Services Roadmap Workshop

October 1 - 2, 2020 - Chicago, IL - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client accounting...

Conference – Live Strategic planning Foundational

Digital Client Advisory Services Roadmap Workshop

September 24 - 25, 2020 - New York, NY - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

Digital Client Advisory Services Roadmap Workshop

August 18 - 19, 2019 - Bloomington, MN - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Client retention Foundational

AICPA Emerging Partner Training Forum

July 21-22 2020 - Durham, NC - This program provides two days of intensive learning about the responsibilities and expectations of senior firm leaders. The program...

Conference – Live Human capital Intermediate

AICPA Women's Global Leadership Summit

Nov 10-12, 2020 - The AICPA & CIMA Women's Global Leadership Summit brings together insights and lessons from the lives of those who are living the things that others...

Conference – Live Influence Foundational

Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course

Covers the basic tenets of ethical and professional conduct and the principles of ethics.

Course – Textbook,   Course – Online Ethics, integrity & professionalism

AICPA ENGAGE

Jun 7, 2020 - Jun 11, 2020 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

Professional Ethics for Members in Business

An overview of the ethics standards that apply under the AICPA Code of Professional Conduct to CPAs in business and industry.

Course – Online Ethics, integrity & professionalism

Effective Communication and Negotiation (Recommended for Twitter 101)

Created by the Business Learning Institute (BLI), this one-hour CPE course will examine and walk-through key communication techniques, to include effective listening,...

Course – Online Communication Foundational

Good clients, bad clients: How to manage them all

This article offers tips firms that want to better manage their clients.

Article Firm operations Foundational