Public Webinar: Firm Governance, Buy Ins, Buy Outs, and Partner Agreements
August 3 @ 10:00 am - 11:40 am
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)
Advanced Preparation: None