This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

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.

DCPA Webcast: Get Unstuck and Grow

Learn how to get unstuck from analysis paralysis, and gain tools and inspiration to facilitate your firm’s growth with certainty! Join Erik Asgeirsson and Daniel...

Webcast Practice growth Foundational

Accountants Liability - Positioning Your Firm for Success (Audit and Attest Services Focus)

Review risk management practices that can help mitigate the risk of an accounting professional liability claim. CNA policyholders may earn up to a 7.5% premium credit...

Webcast Firm operations Intermediate

How firms can overcome challenges and develop a diverse workforce

Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.

Article Team building Advanced

Digital Client Advisory Services Roadmap Workshop

Jun 28, 2017 - Jun 29, 2017 - Englewood, CO - The client accounting services workshop prepares attendees to successfully move their practice to the cloud. This...

Conference – Live Firm operations Foundational

It’s all relative: How CPAs navigate family businesses

Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.

Article Firm operations Foundational

The importance of killing projects

This article explores an often overlooked aspect of project management - ending the project.

Article Project management Intermediate

Two Soft Skills for Your Success: The Power of Persuasion + Managing Crucial Conversations

Join Deborah Shames and Sally Phillips for an exclusive CGMA webcast on procuring two key soft skills for your success.

Webcast Communication Intermediate

6 Ways to Up Your Networking Game

This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.

Article Communication Foundational

7 ways to reduce talent turnover

Happy employees are engaged, and engaged employees are better performers and less likely to switch jobs. This article offers suggestions to improve employee engagement.

Article Team building Intermediate

"Inconvenience Everybody Equally" and Other Management Tips

It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.

Article Team building Advanced

Accountants Liability - Positioning Your Firm for Success (Tax Focus)

Join practitioners, the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional...

Webcast Practice management & professional standards Foundational

9 tips for being more responsive to clients

This article discusses the importance of being receptive, available, and approachable to clients.

Article Communication Foundational