Firm Leader | AICPA ENGAGE 2019

The Visionary Leader

Firm Leader

Up to 44 CPE

Conference:

CPAFMA National Practice Management Conference

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP, CFA, PAFM, CGMA

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Set and lead the competitive pace for growth
  • Hear more clients say "I couldn't have done this without you"
  • Retain the best and brightest staff on my team

In your toolkit:

  • Practice management
  • Talent management
  • Succession planning

Your agenda at AICPA ENGAGE 2019

Not what you're looking for? Try the AICPA ENGAGE Recommender to find a Persona that matches you.