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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

July 20, 2020 - July 24, 2020 - Live Online - Whether it's honing your personal skill set, positioning your practice for growth or transforming your organization's...

Conference – Virtual 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

CPA.com Client Advisory Services (CAS) 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

CPA.com Client Advisory Services (CAS) 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

CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop

August 18, 19, 20 and 25, 2020 - This four-session, 15-CPE-credit, interactive virtual workshop will prepare firms to successfully build or expand a client accounting...

Conference – Virtual Client retention Foundational

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

July 20, 2020 - July 24, 2020 - Live Online - 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

Presence: Bringing Your Boldest Self to Your Biggest Challenges

Known around the world for her 2012 TED Talk, ENGAGE 2017 keynote speaker Amy Cuddy teaches us how to use simple techniques to liberate ourselves from fear in...

Publication Influence Foundational