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SF MAP Committee Meeting: Succession & Retirement Planning (L2151109)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

Join the MAP Committee for the second of several in-depth discussions and expert presentations considering issues related to succession planning, partner retirement, firm mergers and buyouts. Jerry Cizek, a partner at Morling & Company and MAP Committee chair; S. Scott Seamands, Managing Partner of Lindquist von Husen & Joyce; David Kuhner, Managing Partner of Eichstaedt & Devereaux, LLP; and Jamshed B. Gandi, a partner at Bertorelli Gandi Won & Behti , San Franciso Chapter president, will facilitate the discussion.



Date:Thursday, November 12, 2009
Time:12:00pm - 2:00pm (Registration at 11:45am)
Facility:Lindquist Von Husen & Joyce LLP, San Francisco
Area:San Francisco
CPE Credit:2.0 CPE (Continuing Professional Education)
Instructors: Jamshed B. Gandi / S Scott Seamands / Jerome D. Cizek / David Kuhner
NASBA Subject Area:Administrative Practice
Delivery:Group Live
Course Level:Update
Fee:$15 CalCPA Members, $20 Nonmembers

Objectives:
Learn to establish processes and best practices involved in effective succession planning.

Major Topics:

  • The mechanics of internal buyouts and external mergers;
  • Practical considerations.



    Designed for:
    Partners of Bay Area CPA firms with 2-10 partners and 5-40 staff members.

    Prerequisite:
    None

    Advanced Preparation:
    None


    Note:
    A sandwich lunch will be provided.

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