Firm Management and Succession Planning Knowledge Hub

Gain tactics for managing your firm and establishing a succession plan with our collection of articles, events and resources.

 

 

NJCPA and Third-Party Events

July 8, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
July 11, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
July 13, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
July 18, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
July 19, 2022Live Webcast
Tax Practice Quarterly: The Future-Focused Tax Practice Forum
July 20, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
July 21, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
July 23, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
July 26, 2022Live Webcast
Tax Practice Quarterly: The Future-Focused Tax Practice Forum
July 28, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
August 5, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
August 9, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
August 9, 2022Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
August 10, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 10, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
August 11, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
August 18, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 23, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
August 25, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
August 30, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
August 31, 2022Live Webcast
Accountability: Stop the Blame Game Webinar
September 1, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
September 7, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
September 9, 2022Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
September 10, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
September 13, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
September 20, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
September 21, 2022Live Webcast
Advisory Services Conference
September 23, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
September 24, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
September 29, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
September 29, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
October 5, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
October 7, 2022Live Webcast
CFO Series-Contemporary Cost Concepts
October 7, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
October 21, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
October 27, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
October 28, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
October 28, 2022Live Webcast
Accountability: Stop the Blame Game Webinar
November 3, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
November 9, 2022Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 9, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
November 16, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
November 16, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
November 22, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
November 28, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
December 1, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
December 2, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
December 13, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
December 16, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
December 28, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
December 29, 2022Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
January 25, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
March 7, 2023Live Webcast
Accountability: Stop the Blame Game Webinar
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      Resources

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      SMI/CallTower
      Save on Microsoft Teams/Office 365 as well as Microsoft Voice licensing to help your employees, customers and clients meet, call and collaborate.
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      Mergers & Acquisitions Classified Ads
      View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.
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      Whitman Transition Advisors
      Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.
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      QuickFee
      QuickFee brings firms of all sizes an easy way to eliminate merchant fees and streamline their collections by giving clients the choice of multiple payment options from a secure, online location.
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