3100  |  Virtual Training  |  Intermediate  |  Scheduled

OSCPA's Firm Management Summit - VIRTUAL

Thursday, October 28, 2021 8:30am - 4:25pm

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Come learn with us at the OSCPA's Firm Management Summit - part of the OSCPA Summit Series.

New This Year: We have partnered with ACPEN to assemble a series of topics and national speakers at a price you'll love!

This virtual event is recommended for eight hours of CPE and will cover the following topics:

  • Transforming Your CPA Firm
  • Negotiating with Your Banker: Getting the Best Deal
  • Improve Your Profit: Identifying Cost Cutting Opportunities 
  • IRS Ethics and Best Practices for Tax Professionals


Designed For

CPAs interested in firm management

Your Price: $350.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? Join today.


Thursday, October 28, 2021

8:30am - 10:10am

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners' profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend to get an independent overview of the state of technology in the profession. In this session you will:

  • Select new technologies for your firm from a road map
  • List top niche markets
  • Differentiate between products that are ready to implement and those that need time
  • Create a transformative plan for your firm
Credits: Computer Software & Applications 2
10:25am - 12:05pm

Banking relationships are negotiated, just like any other business relationship. This session will discuss how to tell your organization's story, why you should regularly communicate with multiple banks, and how to put yourself in the strongest possible bargaining position. Issues discussed included loan terms, interest rates, covenants, and owner guarantees. If your organization needs bank financing, this session is for you. In this session you will:

  • Learn how to get the best financing deal from your bank
Credits: Business Management & Org. 2
12:50pm - 2:30pm

Could your firm survive the next business downturn without a reduction in force? Discover ways to make your firm more efficient and profitable so you are ready! This fast-paced session will teach you how to use performance and process improvement techniques to identify and implement cost saving operating controls and processes. Based on the principles of Finance Transformation Framework and Big 4 consulting techniques, this session will show the experienced financial manager how to make their teams more efficient and value-added then applying these lessons in their organizations. In this session you will:

  • Learn ways to improve your organization's profitability through process improvement and cost eliminations
Credits: Auditing 2
2:45pm - 4:25pm

Award winning and entertaining discussion leader, former AICPA Council Member, and state accountancy board member Mark Hugh will review the rules for practice with and before the IRS, including IRS Circular 230; other tax preparer requirements; new developments in regulation at the national and state level; highlight emerging national issues; and discuss examples of best practices, case studies, and recent disciplinary actions. In this session you will:

  • Review Circular 230
  • Discuss other tax preparer requirements
  • Learn new developments in regulation at the national and state level
  • Explore emerging issues
  • Understand best practices
  • Hear case studies and recent disciplinary actions
Credits: Regulatory Ethics 2


John L. Daly

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier, CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability, published by Wiley & Sons, Inc.

James Giannantonio

Jay Giannantonio, MS, CPA/CGMA, CIA, is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in the Philadelphia area.

Mark Hugh

Mark Hugh is the principal of Mark Hugh PLLC. He is a frequent trainer and speaker regarding state and local tax issues. His work includes planning and tax reporting reviews for a variety of organizations. He has represented hundreds of taxpayers before state and local agencies. He is the 2011- 2012 Board President of the Washington Society of Certified Public Accountants. He is also a member of the AICPA Council, the governing body of the American Institute of Certified Public Accountants.

Brian F. Tankersley

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 25 years of professional experience, including accounting, auditing, technology, and education. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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