IE MAP DG: Annual Solo/Sole Practitioner's Roundtable: Maximizing Your Potential | D2111016

Instructors

Date :
October 20, 2016 7:30 AM - 9:00 AM
Location :
Inland Empire
Facility :
Village Grill
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Level of Difficulty :
Update
CPE Credits :
CPE 1.00
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Solo and sole practitioners face unique challenges when it comes to succession and exit planning. At our annual Solo/Sole Practitioners’ Roundtable, join the discussion with Mark Fowler of E. Stowe Management who will guide us through and interactive journey to help us understand the process and the key transition points along the way. There will also be an opportunity to ask questions.

Objectives:

• Learn the importance of planning and communication in getting ready for succession and transition
• Gain a robust look at all of the options and decision points required for successful succession
• Understand that succession is a long term process and not a single event

Major Subjects:

  • Key Transition Points
  • Getting Ready for a Merger
  • Understanding the Buyer's Needs in an Internal Sale

Advanced Prep:

None

Misc. Information:

•Registration opens at 7:30 a.m.
•Fees: Members $15; Nonmembers $25
•Includes breakfast
Level of Difficulty:
Update
Field of Interest:
Business Management and Organization
Prerequisites:
None
Designed For:
CPAs and other Professionals and their staff (attorneys, architects, engineers, etc.)

Instructors

Mark H Fowler, CMC
Mark H. Fowler specializes in guiding companies from challenge to achievement and has assisted more than 150 companies in major corporate reengineering projects. His areas of expertise include: growth management and enhancement, strategic planning and implementation, succession planning, mergers and acquisitions, operational efficiency and incentive compensation structures and implementation. Mark is a member of AICPA and California CPA Society. He was Director of the California CPA Society, 1986 to 1988, Chair for State Management Consulting Services Committee, California CPA Society, 2004 to 2006, Committee member for 2008 Succession Planning Conference, California CPA Education Foundation and has held other important positions within the CPA Education Foundation. Mr. Fowler has written numerous articles in the California CPA Magazine and recently co-authored Revolutionary Conversations which has already won awards. He has also created 25 courses and presented over 100 different speeches to professional organizations. His topics include corporate expansion, crisis management, marketing strategies, effective communication and management consulting.
No Agenda or Materials posted.