Free
Join us for an interactive discussion where we will explore:
- The firm's approach to new client acceptance and onboarding, particularly in light of current workforce and scheduling constraints.
- Best practices for cross-departmental collaboration on engagements requiring both tax and attest services, especially when capacity is limited in one area.
- The role and authority of the Client Acceptance Committee, including whether the firm has minimum criteria in place for accepting new clients.
Register now to secure your spot and kick off the new year earning CPE!
CPE Information
Learning Objectives:
- discuss firm's approach to new client acceptance and onboarding, particularly in light of current workforce and scheduling constraints.
- explore best practices for cross-departmental collaboration on engagements requiring both tax and attest services, especially when capacity is limited in one area.
- review the role and authority of the Client Acceptance Committee, including whether the firm has minimum criteria in place for accepting new clients.
Target Audience: New Partners
Anticipated CPE Credits: 1.0
Field(s) of Study: Business Management & Organization
Fees: Free to attend
Level: All
Delivery Method: Group Internet Based
Prerequisites: This program is appropriate for professionals at all levels, from entry-level to experienced practitioners.
Advance Preparation: None
CPE Sponsor Information
Refunds and Cancellations: Individuals may cancel their event registration at any time prior to the start of the event. Member firms will be invoiced for the total number of individuals that attend the event. Therefore, no refunds will be granted.
Attendance Monitoring: To receive CPE credit, participants must attend each session in its entirety and respond to all attendance prompts during the session.
Official NASBA Sponsor Statement: The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
The Leading Edge Alliance National Registry Sponsor Number: 106478
About the New Partners Group
The New Partner Collaboration Group is formed to create a community for new partners with 1-7 years of experience.
There has never been a more energizing time to be a New Partner in the public accounting industry. As our profession transforms (with merger and acquisition activity, influx of private equity, changing workforce, etc.), we need new leaders who can navigate these challenges and embrace the opportunities created by rapid and large-scale change.
