CPE & Event Calendar

Join us for a special webinar where we delve into the key findings and strategic recommendations from the new research report, “Corporate Finance CPA Research: Most Wanted Competencies from CEOs” that we commissioned with CPA Crossings. This report surveyed more than 320 CEOs and hiring executives. This session will provide an analysis of current career expectations, challenges, and opportunities that lie within the corporate finance environment.

• Understanding the MA job market o How do we differ from the rest of the US? o What unique challenges does your industry face? • Recruiting Strategy o Job postings for today’s candidate pool o Creative recruiting solutions o Re-evaluating your interview process • Attracting Top Talent o Competitive compensation o Benefits that make an impact • Retention o Professional development opportunities o Flex schedules – can you make it work?

Hear from the experts on risk management considerations relating to accounting firm mergers and acquisitions. This webcast is designed to help you understand the common risks associated with merging or acquiring an accounting firm and the steps you may need to take to help mitigate these risks. What we’ll cover: • Common M&A claim scenarios • Pre-transaction considerations • Post-closing steps and tail coverage • Coverage solutions

Are you looking to provide your clients with robust retirement savings options and tax advantages? A cash balance plan may be the solution you're seeking. A cash balance plan combines features of both traditional pension plans and defined contribution plans. From potential tax savings to complementing a 401(k), cash balance plans offer a straightforward way to help your clients save for retirement while simultaneously reducing their tax burden. Join Ryan and John for a comprehensive webinar on the essentials of cash balance plans. We will cover the following topics: • What is a Cash Balance Plan? • Benefits of Cash Balance Plans • How Cash Balance Plans operate • Who is a good fit for Cash Balance Plans?

Details to come!

Hear from the experts on risk management considerations relating to accounting firm mergers and acquisitions. This webcast is designed to help you understand the common risks associated with merging or acquiring an accounting firm and the steps you may need to take to help mitigate these risks. What we’ll cover: •            Common M&A claim scenarios •            Pre-transaction considerations •            Post-closing steps and tail coverage •            Coverage solutions