This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Firm practice management

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

The Digital Office: The CPA Technology Toolkit

Learn how to maximize your return on investing in a high quality professional staff. This webcast identifies the optimal combination of hardware and software tools to...

Webcast Firm operations Foundational

Professional Ethics for Members in Business

An overview of the ethics standards that apply under the AICPA Code of Professional Conduct to CPAs in business and industry.

Course – Online Ethics, integrity & professionalism

Leadership Improv - Why "Fake It Until You Make It" Works

This webcast uses the lessons and spontaneous creativity of improv acting to improve your leadership and business development skills.

Webcast Team building Foundational

Professional Ethics: 2019 Update and Refresher

A refresher on ethics rules issued by the AICPA, PCAOB, and GAO.

Course – Online Ethics, integrity & professionalism

Digital Client Advisory Services Roadmap Workshop

May 1 - 2, 2019 - Columbia, MD - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client accounting...

Conference – Live Firm operations Foundational

Digital Client Advisory Services Roadmap Workshop

October 10 - 11, 2019 - Chicago, IL - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

Digital Client Advisory Services Roadmap Workshop

September 25 - 26, 2019 - New York, NY - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

Digital Client Advisory Services Roadmap Workshop

June 19 - 20, 2019 - Englewood, CO - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Firm operations Foundational

Digital Client Advisory Services Roadmap Workshop

August 14 - 15, 2019 - Bloomington, MN - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Client retention Foundational

AICPA Women's Global Leadership Summit

Nov 6, 2019 - Nov 8, 2019 - San Diego, CA - Online - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills...

Conference – Live,   Conference – Virtual Influence Foundational

AICPA ENGAGE

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

AICPA Practitioners Symposium and Tech+ Conference

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV/Live Online - Whether it's honing your personal skill set, positioning your practice for growth or transforming your...

Conference – Live Strategic planning Intermediate