Loading Events

Jennifer Wilson and Renee Moelders will facilitate a 100-minute webinar that will be eligible for 2 CPE on the following topic hosted by CPA Crossings on August 3rd:

Firm Governance, Buy Ins, Buy Outs, and Partner Agreements 

How do your firm's key decisions get made? How many partners must agree to move strategic issues forward? How will your practice be valued upon retirement? Is it the same for when a new partner buys in?

These often misunderstood aspects of a partnership become critical and sometimes divisive when firm changes cause you to apply them. In this session, we'll explore things to consider when creating or updating your partner agreement and determining the governance of your firm. Leave this session with the key elements to include in your buy/sell and governance agreements to incent and reward the right partner behaviors for the firm.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

After attending this presentation you will be able to...

  • Identify the roles, responsibilities, and decision-making authority of the partners
  • Recall ways for determining buy/sell and retirement values
  • Recall the essential elements that should be included in all partner agreements

Who should attend: Leaders and influencers across all practice areas of the firm, including operational leaders

Developed By: ConvergenceCoaching, LLC

Instructor: Jennifer Wilson/Renee Moelders

CPE Credit: 2

Field of Study: Business Management & Organization (2 CPE)

Prerequisites: None

Advanced Preparation: None

Format: Group-Internet-Based

Click Here to Register!

Share This Post, Choose Your Platform!