Stay on top of firm management trends at the CCH Forward Together Virtual Conference

The CCH Forward Together Virtual Conference offers so much more than software updates. Advance your firm with expert breakout sessions on firm management trends presented by industry experts. For example, these four courses from the Management track tackle firm management trends and leadership issues particularly relevant during these uncertain times.

M&A Trends and the Impact of COVID-19 with Bill Carlino

The effect of the global pandemic on business and lifestyles has been incalculable. Companies either have had to adapt to a new way of operating or face extinction. Join this session to experience a deep drill-down at how the CPA firm’s merger and acquisition process has changed, perhaps permanently, as a result of the Coronavirus and how COVID-19 may prompt a succession exodus among accounting firm owners.

Bill Carlino is managing director at Transition Advisors, one of the country’s preeminent consultants specializing in CPA firm ownership and transition strategies. He joined Transition Advisors after serving for nearly 12 years as editor-in-chief and editorial director of Accounting Today and, where he was responsible for all content both in print and online. Additionally, he has been a frequent industry speaker, presenter and panel moderator. He has appeared as an expert commentator on business channels including CNBC, Reuters, Bloomberg, CNN and National Public Radio.

Why Human Capital Is Your Organization’s Best Investment with Glenn Friedman

Join us to discuss why boldly investing in human capital is essential for any business. With roughly 10,000 people reaching retirement age every day, companies need to identify and invest in the next generation of leaders now. In fact, even as companies are investing in artificial intelligence and advanced technologies, human capital remains their most valuable asset. While technology may improve efficiency and productivity, it is ultimately people who provide services and create relationships. Meanwhile, by mentoring young leaders on how to build strong, meaningful relationships, the next generation will continue to succeed and provide excellent services in a rapidly advancing world.

Glenn L. Friedman is a partner in the Advisory Services and Tax Departments of Prager Metis CPAs, a member of Prager Metis International Group. Glenn serves as CEO of Prager Metis, and has been practicing since 1979. As CEO, he provides leadership to more than 100 partners and principals and 600 team members working at the eighteen Prager Metis office locations. Glenn is a noted expert in the area of mergers and acquisitions and has worked with many clients on their M&A activity, as well as spoken at several conferences on best practices prior to and after the deal.

Profiting from Client Advisory Services with Randy Johnston

Client Advisory Services (CAS) can be a profitable addition to your practice. So how do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, as well as scalability? What services should you offer? While many vendors have CAS programs they want you to adopt, this session will provide an independent blend of profitable strategies and straightforward advice.

Randy Johnston, MCS, has been a top-rated speaker in the technology industry for more than 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2020. He also received the 2019 Accounting Today Top 100 Most Influential People in Accounting award for the 16th consecutive year. Randy writes a monthly column for The CPA Practice Advisor, and has written multiple articles and books. In addition, he has started and owns multiple businesses, including K2 Enterprises and Network Management Group, Inc., which is the largest managed service provider serving the CPA profession in North America.

Leading Through Change with Rachel Cooke

This session is designed to inspire, equip, and empower you to lead teams or clients effectively and engagingly through change. Join us as we make the business case for putting engagement and empathy at the forefront of any change; teach a simple, holistic model for change (adapted from the work of John Kotter); introduce three tangible tools you can use to translate vision, develop key messages, and take actions to implement successful change; as well as facilitate a personal action/commitment for each participant, ensuring behavior change follows the session.

Rachel Cooke is the founder of Lead Above Noise, a team, leadership, and organization development consultancy. She is also the host of Macmillan’s Quick and Dirty Tips Modern Mentor podcast, a weekly show designed to inform and empower listeners to define and create their own versions of professional success. Named by Inc. Magazine as a Top 100 Leadership Speaker, Rachel speaks, consults, facilitates, educates, and writes on all things leadership, employee experience, transformational change, and workplace success. Additionally, she holds a Master’s degree in Organizational Psychology from Columbia University and a Bachelor’s degree in Human Development from Cornell University.

Learn more about firm management trends at the CCH Forward Together Virtual Conference. See a list of all of the breakout sessions in the management track as well as sessions for audit, tax, technology, and sales and use tax here.


Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

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