BEACH RETREAT: The Future is Now: Understanding the Future Firm - Jody Padar, CPA and Jason Blumer, CPA (171004)

REGISTRATION STATUS: Online registrations are closed for this event. We can take your registration over the phone at 800-782-2036.

Date: Thursday, July 05, 2012
Time: 12:00pm - 3:30pm (Registration at 11:30am)
Facility: Clarion Resort Fontainebleau Hotel, Ocean City
CPE Credit: 4 Personal Development
Course Type: Seminars
Provider: Business Learning Institute
Instructors Jody L. Padar, CPA, MST Jason M. Blumer
Field of Study: Personal Development
Level of Knowledge: Basic
Fees: $150 MACPA Members, $200 Non-Members
Referral Discount: ($550)
Student Discount: ($50)
Reciprocal Discount ($50)

Description:

The speakers, Jody Padar and Jason Blumer met via Twitter. Both joined their dads’ sole proprietor firms after working elsewhere. Both are 40, and have taken their fathers' firms in new directions, with each firm experiencing phenomenal growth. They have joined to share their best practices. Jason’s focus is on Process, Client Selection, and ROWE. Jody’s focus is on SaaS Technology, Value Pricing and a firm without timesheets. What will a firm of the future look like It’s already here. This session is for those who would like to start their own firm or just need a jumpstart to grow and make their current firm more profitable. Jody and Jason will each share how they reinvented their fathers’ firms and how their dads are thrilled with the outcome. SPECIAL DISCOUNTED ROOM RATES FOR ATTENDEES: Discounted room rates at the Clarion Resort Fontainebleau Hotel. Make hotel reservations by June 2, 2012. You must call the Clarion at 800-638-2100 and request the special Maryland Association of CPAs group rate. Two night minimum stay; rates good June 30, 2012 - July 8, 2012. Daily Rates: $189 Standard Double Ocean Front $209 Standard King Ocean Front (Condos are rented by week only) $ 245 One Bedroom Condo $365 Two Bedroom Condo $500 Three Bedroom Condo

Objectives:

The participant will learn to innovative ideas to change the traditional accounting firm model.

Major Topics:

  • Process
  • Client Selection
  • ROWE
  • SaaS Technology
  • Value Pricing
  • No Timesheets

Who Should Attend:

Anyone open to new ideas

Prerequisite:

None

Advanced preparation:

None


 

Related Products

AICPA CPExpress Select

On-Line Self Study CPE Credits



Our most popular online self study training for MACPA members for only $165!


The Finance & Accounting Organization as Strategist and Partner to the Business

ON-DEMAND VIDEO/ 2 Self Study CPE Credits

How have successful finance and accounting organizations shed the image of policeman even in the wake of added controls to become partners and strategists to the business It is because they accept technical competence as a necessity. The added value they bring is they spend more time developing and managing critical relationships in order to learn all there is to know about the business, its customers, and the competition. This course will review how to recognize and build business acumen and develop talent to enhance key relationships.


From Technical Expert to Financial Leader: How to Make a Critical Leap in Your Career

ON-DEMAND VIDEO/ 2 Self Study CPE Credits

When contemplating transitions in their careers, most individuals are uncertain about how to prepare for making these critical changes. This workshop describes a roadmap of the skills, competencies, and experiences needed to transition successfully from a Controller to CFO.

 

Click here to add this event to your electronic calendar (then click OPEN when prompted).

Bookmark and Share


MorganStanley SmithBarney
CGMA
ADP