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Mysam

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Free cpe webinars
Evolving CPA Succession: Traditional Modalities to New Horizons
Business Management and Organization

EVOLVING CPA SUCCESSION: TRADITIONAL MODALITIES TO NEW HORIZONS

This broadcast is a special replay of a previously recorded webinar.
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Available Date(s)
Monday, November 25, 2024: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Join us for an insightful webinar designed to guide CPAs through the intricate process of succession planning, offering new perspectives, and innovative solutions to ensure the longevity and success of your practice. Led by Alex Meschi, this webinar will explore traditional succession strategies and introduce groundbreaking approaches tailored to the dynamic nature of the accounting profession today. Prepare to be engaged, informed, and inspired as we navigate the complexities of transitioning your practice to new leadership.

Learning Objectives:


  • Summarize the importance of succession planning in ensuring the continuity and growth of CPA firms

  • Identify and evaluate traditional succession modalities, including internal succession, external sales, and mergers

  • Recognize the challenges and considerations involved in developing a robust succession plan

  • Outline innovative approaches to succession planning that align with the evolving landscape of the accounting profession

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Alex Meschi

SAM
Director, Operations
[email protected]
(855) 726-1065

Mysam

Alex Meschi is a seasoned professional with a diverse background that spans across multiple industries, including automotive, mental health, consumer packaged goods, and luxury lifestyle sectors. His journey began at BMW Group, where he worked with prestigious brands like Rolls-Royce, BMW, and Mini, spearheading initiatives to integrate new technologies and improve operational efficiencies from manufacturing to logistics. After a decade of impactful contributions, Alex shifted his focus to consulting, more specifically, leveraging his experience to drive strategic improvements in various industries.

Despite veering away from a career as a CPA early on due to perceptions of the industry's stagnation, Alex's experiences and insights have positioned him in a unique way to reimagine the future of accounting practices. His commitment to transforming the CPA profession reflects not just in his advocacy for change but also in his hands-on approach to addressing the industry's challenges head-on.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
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Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Mysam
In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.