Building a Modern CPA Firm: A Revolutionary Approach with...

What this episode covers

Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share novel insights on transforming traditional CPA firms into modern, sustainable, and innovative powerhouses. This session delves into people development, strategic growth, service models, and methods for breaking from long-standing conventions that hinder progression. It's time to BREAK THE MOLD (TM) and lead the transition toward the future of professional services and the CPA industry. If that's your ambition, this session was designed with you in mind.(Originally recorded on May 8, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:48) - Alan Whitman's Journey to CEO (03:13) - Breaking the Mold in CPA Firms (06:47) - Challenges of Traditional Models (16:29) - Ethics and Systemic Issues in Accounting (18:18) - Advising Firms on New Business Models (24:00) - Developing and Retaining Talent (27:47) - Navigating the Future of Advisory Firms (30:58) - Transforming the Practice: Multidisciplinary Approach (32:36) - Building Businesses Within a Business (35:54) - Journey to CEO: Building International (38:55) - Rebranding and Global Expansion (40:14) - The Importance of Branding in Professional Services (41:09) - Recruitment and Retention Challenges (45:06) - Education and Training in Accounting (48:43) - The Future of the Accounting Profession (59:04) - Final Thoughts and Advice for Firm Owners Get CPE for this episodehttps://earmark.app/course/37f27ede-e3ff-4535-84ab-4ab02d797341Sign up to get free CPE for listening to the Earmark Podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Alan WhitmanLinkedIn: https://www.linkedin.com/in/alan-whitman-357ab91/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

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Frequently Asked Questions

How long is this episode of Earmark Podcast | Earn Free Accounting CPE?

This episode is 1 hour and 2 minutes long.

When was this Earmark Podcast | Earn Free Accounting CPE episode published?

This episode was published on June 3, 2024.

What is this episode about?

Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share novel insights on transforming traditional CPA firms into modern, sustainable, and...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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