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Tuesday, January 15, 2019 Webcast

Management of an Accounting Practice: Competing in Today’s Market (E1901444)

12:00 PM - 1:00 PM EST

Registration: 11:45 AM EST

Webcast


1 CPE Credits in SK

OVERVIEW

Position your firm to rise above the competition. Hear best practices and learn techniques to help sole practitioners and small firms stand out.

HIGHLIGHTS

  • Leveraging social media
  • Leveraging firm alliances/partnerships
  • Leveraging existing clients (upselling additional services, getting clients to refer you to others)
  • How to stay engaged with clients
  • Pricing of your services
  • Expanding into new services/niches

COURSE LEVEL

Basic

INSTRUCTORS

Walter Brasch

Walter J. Brasch, CPA, CGMA

Chief Success Officer

Prager Metis CPAs, LLC

Walter is the chief success officer at Prager Metis CPAs, a member of Prager Metis International Group. He has over 30 years of executive experience in accounting and business advisory. He possesses deep expertise in all facets of firm and practice management; firm/corporate strategy and execution; business development; practice growth and senior management mentoring. Walter also serves as a managing director at Whitman Business Advisors, where he provides advisory services to clients in areas such as strategic planning, practice management and mergers and acquisitions. He is also a regular and trusted advisor to boards and audit committees. Walter is a former president of the NJCPA and is a member of its Accounting & Auditing Standards Interest Group and the Governmental Accounting & Auditing Interest Group.

Richard Shippee

Richard R. Shippee

Director Marketing and Communications

Whitman Transition Advisors, LLC

Prior to establishing Richard Shippee Communications, Shippee had a four-decade career in marketing and communications for organizations and professional services firms. During the first dot.com boom he directed west coast marketing operations for management consultancy, A.T. Kearney. He later joined Deloitte in New York to manage public relations and media relations throughout the firm’s Boston-Philadelphia corridor. In 2008 Shippee became Director of Communications for EisnerAmper LLP, an Accounting Today Top 20 firm. In addition to his communications work there, he also directed marketing for the firm’s Personal Wealth Advisory practice, and was a member of its merger integration team.

Richard Shippee directs the Marketing and Communications consulting activities at Whitman Business Advisors. He provides Marketing Needs Assessment, Marketing Program Development and Pre- and Post-Merger Marketing Integration services to the leaders of accounting firms, and other professional services companies.

David Wolfskehl

David Wolfskehl

Senior Managing Director

Whitman Transition Advisors, LLC

David is a senior managing director at Whitman Business Advisors, LLC. In this capacity, he ensures the success of his team as well as creates and delivers coaching and training programs that will help clients reach their goals. He has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After graduation from the University of Arizona, David started A Bridgewater Copy and Print. Remaining within the printing industry for the next 17 years, David next started In A Bind, and merged his operation with Action Fast Print. Action Fast Print became the second largest quick printer in New Jersey for 2002 -2004, according to NJBIZ.