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Technical

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

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 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

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

How implementing value pricing can help your staff get more done

This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.

Article Firm operations Foundational

How firms find skilled staff during a hiring boom

In order to appeal to CPAs who have the right skills, firms need to take different approaches to market themselves.

Article Human capital Foundational

Rethinking retention

This article discusses the importance of staff retention and how employers need to rethink the ways that they approach retention.

Article Talent retention Foundational

ESOPs help some CPA firms with retention, succession

This article discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.

Article Talent retention 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

Deflecting clients’ requests for defense and indemnity

This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.

Article Firm operations Intermediate