Now that tax season is officially over, it’s time to start our events and member sharing opportunities. Here’s a summary of the first events coming up in May.
Northeast Partner Meeting – Friday, May 11
The Northeast Partners’ Meeting is just around the corner. The meeting will be held in Hanover, just outside of Baltimore, Md., at The Hotel at Arundel Preserve. The attendees will love the contemporary feel of this property, as well as the ease of access since they are located close to the airport and close to main interstates for those driving in.
The agenda for this particular meeting will consist of all member-sharing sessions. The group will begin with a session on niches within their region. This session will consist of a panel of partners from member firms that have well-developed niches. Panel members will be asked to share how they effectively structured and strategically grew their niches.
Next, they will talk about the growth strategies that firms are considering. Attendees will touch on business development, succession of rainmakers, base erosion with clients going out of business, marketing strategies, mergers and acquisitions, as well as growth in connection with growing their CPAConnect affiliation.
The afternoon sessions will focus on partner accountability, performance, compensation and buy outs. Attendees will share information with each other about how their firms handle these issues. They will wrap up the day with general member sharing, including topics such as developing future leaders, staff utilization, and roles in the firm.
Central/Mountain Partner Meeting – Friday, May 18
CF & Co Lobby
The Central/Mountain Partner Meeting will be held one week after the Northeast Partners’ Meeting, in Dallas, Texas. This year, CF & Co., L.L.P. has graciously offered meeting space for the group in its new office building.The meeting will begin with a niche services sharing session, followed by niche breakouts. After lunch, attendees will discuss firm management and HR issues. Other discussion will center on business development, recruiting, retention, leadership challenges and economic trends.
The planning committee (all agendas for our meetings are determined by a group of members) for this meeting did switch things up a bit by adding in breakout sessions on A&A- and tax-related matters.
They will end their day with a general member sharing session focusing on different practice management topics.
We’re excited to welcome our newest member firm Gollob Morgan Peddy PC. This is the firm’s first official event as members of CPAmerica International, and we’re excited that they’ll be participating in this wonderful opportunity for member sharing.
If you want to know more information on how you can join these meetings as a member of CPAmerica, please fill out this form for more information.
Heidi Dublin, Events Manager for CPAmerica International. As a part of the Events department, Heidi plans and organizes all of CPAmerica’s conferences, including the Marketing Roundtable, A&A Conference, Technology Roundtable, Leading Partner’s Retreat, Firm Administration Roundtable and the Tax Conference. You can follow her on Twitter @HeidiDublin.
