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Small Firm Update Series
Firm Practice Management
Webcast

Small Firm Update Series

Learn about updates and receive tips for guiding small firms through the current financial climate.

$0 - $0
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Basic

Instructor

Stephanie Otero

Availability

Product Number

WC4469808

 View  
 Business & partner 
Product Details

Join us for Small Firm Update webcasts so you can:

  • Stay ahead with insights into the latest trends shaping the profession
  • Avoid common pitfalls
  • Embrace best practices derived from successful firms across the country

Engage with us by submitting your questions and challenges, and our experts will address them in each session.

This webcast series is free and does not offer CPE credit.

View and sign up for the companion series to this webcast, Small Firm Issues here:
Small Firm Issues

Have a question or topic you would like covered at the next small firm update webcast? Email our PCPS team at pcps@aicpa.org.

Key Topics

  • Small firm finance trends
  • Common pitfalls
  • Best practices used across the country
  • Q&A session

Learning Outcomes

  • Recognize trends affecting CPAs.
  • Identify challenges and opportunities faced by practitioners.
  • Recall best practices.

Who Will Benefit

  • CPAs and CGMA designation holders
  • PA firm professionals
  • Human resources personnel
  • Accounting and finance professionals
More Details
NASBA Field of Study
Specialized Knowledge
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$0.00
AICPA Members
$0.00
CIMA Members
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Stephanie Otero
Stephanie Otero, CPA, has been named Vice President of Small Firms at the AICPA, bringing over 20 years of experience in public accounting, nonprofit leadership, and small firm operations. She previously served as Associate Director of Not-for-Profit at the AICPA and led Feeding America Riverside San Bernardino as CEO and CFO. A former small firm owner, Stephanie understands the unique challenges practitioners face. She’s also a business coach, TEDx speaker, and co-author of Navigating Entrepreneurship, with multiple honors recognizing her impact. In her new role, she’s dedicated to elevating and advocating for small firms nationwide.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Cancellation Policy
View our Cancellation policy here

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