(CANCELLED)
CPA Connect:

Elevate, Innovate, Thrive

Navigating M&A, Offshoring, and Advisory Excellence in the Modern CPA Landscape

October 30, 2023 | 9:00 AM to 1:30 PM EST | 1 Pennsylvania Plaza, NYC (Vornado Conference Room)

Phil Whitman

Mergers & Acquisitions Updates

David Wolfskehl

Advisory Services Updates

Laurence Whittam

Talent / Outsourcing Updates

Howard Rubin

Non-Compete Agreement Updates

Join us at CPA Connect: Elevate, Innovate, Thrive!

An event designed to empower CPAs like you with the knowledge and tools to excel in today's ever-evolving landscape. With a focus on Navigating M&A, Offshoring, and Advisory Excellence, this event promises to be a game-changer for your career.

Date: October 30, 2023

Time: 9:00 am - 1:30 am EST

Venue: Penn 1, 1 Pennsylvania Plaza, New York, NY 10119 (Vornado Conference Room)

Get to know our speakers!

Mergers & Acquisitions Updates

Phil Whitman

CEO and President, Whitman Transition Advisors

Exploring M&A trends in the CPA industry, highlighting Private Equity's role and the growing involvement of Wealth Management.

Advisory Services Updates

David Wolfskehl

CEO and Founder, C-Suite Impact

Unveiling the must have advisory services to amplify firm value and drive sustainable growth within your firm.

Talent / Outsourcing Updates

Laurence Whittam

Managing Director, Impact Global Solutions

Addressing the CPA industry's talent crunch and navigating the rise of offshore talent integration for future-ready firms.

Non-Compete Agreement Updates

Howard Rubin

Senior Partner, Goetz Fitzpatrick LLP

Exploring New York's legislative shift on non-compete agreements, comparing with U.S. trends, understanding exemptions, and discussing implications for employers.

Why Attend CPA Connect?

Elevate Your Expertise:

Discover the latest strategies and best practices for thriving in today's competitive CPA industry. Elevate your skills and knowledge to stay ahead of the curve.

Innovate Your Approach:

Explore cutting-edge technologies, tools, and methodologies that are reshaping the accounting world. Learn how to harness innovation to streamline your processes and enhance client service.

Thrive in a Changing Landscape:

The modern CPA landscape is marked by mergers and acquisitions, offshoring opportunities, and a growing demand for advisory services. Gain insights from industry leaders on how to not just survive, but thrive in this dynamic environment.

What to Expect:

Expert Speakers:

Engage with thought leaders, industry veterans, and successful CPAs who will share their knowledge and experiences.

Networking Opportunities:

Connect with peers, potential clients, and collaborators during our interactive sessions and networking breaks.

In-Depth Workshops:

Dive deep into critical topics such as M&A strategies, offshoring best practices, and delivering exceptional advisory services.

Panel Discussions:

Gain diverse perspectives and solutions through insightful panel discussions featuring experts from various corners of the industry.

Exhibition Area:

Explore innovative products and services that can transform your practice.

What You'll Learn

  • Mastering Mergers and Acquisitions (M&A)

  • Offshoring for Competitive Advantage

  • Becoming an Advisory Excellence Leader

  • Innovations in Accounting Technology

  • Navigating Regulatory Changes

  • Strategies for Firm Growth

Join us at CPA Connect, and together, let's elevate, innovate, and thrive in the modern CPA landscape.

Limited Spots Available

Limited Seats!

Let's come together!

Don't miss out on this exceptional opportunity to enhance your CPA firm's capabilities and secure its future success. Seats are limited, so be sure to reserve your spot today!

CPA Connect: Elevate, Innovate, Thrive

October 30, 2023

9:00 AM to 1:30 PM

Vornado Conference Room, One Penn Plaza, New York

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