CPE & Event Calendar

Are you concerned that your pool of internal succession candidates isn't as robust as it should be? Are you seeking the best ways to cultivate leadership and managerial skills in your rising talent? Succession planning — the process of identifying and developing future leaders — must be proactive, strategic and continuous. Leading organizations use it to cultivate leadership at every level, ensuring that their workforce is equipped with the skills necessary for both today and the future. Join Robert Half for this insightful session to hear tactical strategies to prioritize and improve your succession planning and leadership training efforts.

The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transformation. This course will equip CPAs and accounting professionals with the knowledge and tools to leverage AI-driven insights for CAS, helping firms transition from transactional services to high-value, recurring advisory engagements. Participants will explore the benefits of automation, industry benchmarking, and data-driven decision-making to enhance client relationships and significantly increase firm revenue.

Overview of the various programs SBA 504, SBA 7(a), Express, Export and WCP programs.• Eligibility discussion.• Financing Business Acquisitions, Full buyout, Partner Buyouts, Partial buyouts. • Financing Commercial Real estate, Equipment.• Financing Startups or Expansion.• SBA rules vs. Bank rules

Free CPE credits available only to MassCPAs members. Check back for more information to come!