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.

Professional Ethics: 2019 Update and Refresher

A refresher on ethics rules issued by the AICPA, PCAOB, and GAO.

Course – Online Ethics, integrity & professionalism

Digital Client Advisory Services Roadmap Workshop

October 10 - 11, 2019 - Chicago, IL - 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

September 25 - 26, 2019 - 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

Reviewing Your Current Owner Agreement

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Market Positioning for Firms Seeking to Sell or Merge Upstream

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Planning for Firms Seeking to Grow Through Mergers and Acquisitions

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

A Fresh New Approach to Owner Agreements and Admitting New Partners

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

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

Y-Size Your Business: How Gen Y Employees Can Save You Money and Grow Your Business

ENGAGE 2017 keynote speaker Jason Ryan Dorsey presents a step-by-step methodology for best employing Gen Y without investing a lot of time or money. Get an insider's...

Publication Motivating & inspiring Intermediate

To my mentors and mentees: Thank you

This article offers insights on the value of mentors and key traits great mentors share.

Article Coaching & mentoring Foundational