Northern Chapter VSCPA - Event Information - Northern Chapter VSCPA

Event Name:
VIRTUAL - Management of an Accounting Practice SIG : The Managing Partner's Playbook - 12 Timely Imperatives for their To - Do List

Event Type(s):
Special Interest Group Event

Topic: The Managing Partner’s Playbook – 12 Timely Imperatives for their To – Do List 

Objectives: During this session, participants will learn the following: 
  •     how the competitive landscape frames the strategic priorities for running a firm 
  •     why the twelve noted actions are so important
Speaker:  Ira Rosenbloom | Chief Operating Executive , Optimum Strategies, LLC
Speaker Bio: 
A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strategic advancement, profitability enhancement, M&A, succession and compensation plans.

A sought-after strategic adviser, Ira is a trusted resource on effective accounting practice management, and firm mergers and acquisitions. He is also an effective writer, presenter, and keynote speaker on professional service firm success. His engaging style and deep insights have earned high ratings from audiences. He is passionate and committed to sharing success secrets.

Emphasizing practical and realistic methods to increase operational effectiveness and create strategic advantages are the hallmarks of Ira’s approach. CPA firms turn to Ira and Optimum Strategies when needing expertise in practice management, managing partner effectiveness, business intelligence processes, practice enhancement, compensation and goals programs, retreats, next generation leadership development and navigating practice transfers and sales.

Ira is frequently published in CPA industry publications and blogs.


Time:  Meeting Opens 11:00 AM; Meeting 11:15 to 12:15 PM  
One hour CPE available {for NCVSCPA members and paying guests ($25)}


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Meeting ID: 896 9267 2950
Password: 474394
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Meeting ID: 896 9267 2950
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11:00 AM - 1:00 PM

VIRTUAL - Zoom Meeting

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