Avoid Merging: Transformation Strategies to Stay Independent

Thursday, July 25, 2024
Webcast or Webinar, Online
11:00AM - 1:00 PM (opens at 10:30AM) EST
2Credits
Technical Business

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

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$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/CX44542
Level: Intermediate
Vendor: CPA Crossings, LLC
Field of Study: Business Management & Organization

Overview:

In this market of rampant consolidation, some firms are able to remain independent. What are the strategies that sustain these maverick, thriving firms? Join us to explore the business-model transformations they've undertaken that give them the confidence and the ability to maintain an independent governance structure and continue to grow on their own. Leave this session with a better idea of the investments needed to pass your firm's legacy onto future generations.

Objectives:

After attending this presentation, you will be able to...

  • Identify steps needed to move to a healthy, one-firm governance structure and a culture of sustainability
  • Differentiate the attributes needed to systematically develop future leadership with those of firms that lack a strong bench
  • Compare the performance measurement, compensation, and innovation practices of sustainable firms

Major Topics:

The major topics that will be covered in this course include:

  • Share national benchmark data on firm KPIs
  • List attributes for a unified partner group

Major Topics:

The major topics that will be covered in this course include:

  • Share national benchmark data on firm KPIs
  • List attributes for a unified partner group

Designed For:

Current and Next Gen firm leaders, Partners, Directors, and Managers.

Prerequisites:

Experience in firm leadership and strategic planning