Days
Hours
Minutes
Seconds
CPA Summit
Scale and Sell Your CPA Firm
Take your CPA Firm to the Next Level
With
4 Speakers in one Day
The Worlds Fair Marina
Address: 1 Marina Rd, Corona, NY 11368
Date: December 12th 2024
Time:
Coffee, Muffins and meet and greet: 8:30 am
Speakers: 9 am – 2 pm EST
Lunch Included
Admission $499
ENTER THE CODE: cpasummit2024
To get $400 discount
Admission $499
ENTER THE CODE: CPASummit2024
To get $400 discount
Earn a CPE Credit (limited avaliability)
During This Session We’ll Reveal:
- How to Create a Company That Can Be Sold . This Is Your Exit Plan
- Merges and Acquisitions...Learn First Hand The Success And Pains Of Buying A CPA Firm
- 3 Strategies to attract High Paying Clients
- Using Cloud Computing To Scale Your Business Securely
- Learn Scaling Strategies From The Top 1%
Includes Breakfast, Lunch and Networking with a Happy Hour
Admission = $499
ENTER THE CODE CPASummit2024
To get $400 discount
Meet Your Speakers
The building block for creating a scalable company
Keynote Speaker: Rachel Siegel
Listen to Rachel for a game-changing seminar on “5 Business Strategies That Will Let You Sleep at Night.” As the owner of a CPA firm, you understand the importance of strategic planning and effective decision-making. In this interactive session, Rachel will share her top tips for maximizing profitability, minimizing risk, and achieving long-term success. Don’t miss out on this opportunity to network with industry professionals and take your business to the next level.
Keynote Speaker: Rachel Siegel GoFigure Accounting
Creating a best in class exit plan
Speaker: Mahen Gundecha
Mahen is a Certified Exit Planning Advisor (CEPA) and Mergers and Acquisitions Advisor who focuses on assisting CPAs in the Business and Professional Services industry. With a background in executive leadership and M&A roles, Mahen profoundly understands the complexities of planning a business exit for CPAs.
He takes a personalized approach with CPAs, helping them assess their personal, financial, and business situation to determine the best exit strategy. By working closely with owners to develop a comprehensive exit plan that aligns with their goals and aspirations, Mahen aims to ensure a successful transition for the CPA firm.
Mahen’s goal is to empower CPAs to make informed decisions that will set them up for future success, whether that involves retirement, pursuing new opportunities, or leaving a lasting legacy. With his expertise and tailored approach, CPAs can trust Mahen to assist them in planning and executing a successful business exit.
Speaker: Mahen Gundecha The Bristol Group
War stories from mergers and acquisition
Speaker: Mark Mayoka
Venuti Mayoka
Mark Mayoka is a practicing CPA with over 30 years of diverse business planning experience. In his CPA and consulting practice at Trager Venuti & Mayoka Certified Public Accountants has worked on numerous mergers, acquisitions and IPO’s; overseen extensive international and domestic tax planning for corporations and high net worth individuals; served as an expert witness in court; and provided CFO functions for public and private firms specializing in pre-intial public offering planning.
Over the past two years, Mark has grown his firm 5X through mergers and Acquisitions. During this discussion, he will explain the pitfalls of purchasing a CPA firm. Yes, it’s profitable, but look out for the traps.
Client retention:
Employee morale:
Financial due diligence:
Culture clash:
Compliance and regulatory issues:
While purchasing a CPA firm can be profitable, it’s essential to be aware of and mitigate potential pitfalls to ensure a successful acquisition.
Speaker: Mark Mayoka Venuti Mayoka CPA’s
How to create a secure IT Platform that can scale
Speaker: Dan Fusco
InnerPC Computers
Often, C-level executives and IT Leaders struggle to create a stable and secure cloud platform to avoid significant downtime, which can compromise clients and profitability.
➤ 5 significant security breaches cause downtime:
➊ Malicious emails being opened by an employee can compromise data and identity.
➋ Off the shelf firewall and anti-virus software that is not monitored or up to date creates a high risk of security breaches.
➌ Lack of control of the company’s IT assets due to lack of monitoring and consistent maintenance often results in slow performance and significant downtime.
➍ The core of every business is data backup and continuity—many companies go out of business because they don’t have a tested continuity plan.
➎ Many businesses do not have proper documentation for their IT department because all the information lives in the mind of your IT director… What happens if (s)he quits?
CloudDesk365 is a turnkey, one-click solution that ensures companies will run a secure, world-class, scalable IT solution tailored to their environment.
➤ If you are at risk of a security breach or are unsure if you are compliant, I invite you to have a conversation. Whether or not we decide to work together, I am confident I can provide some insights into where you have gaps or may be vulnerable to a security breach.
Speaker: Dan Fusco InnerPC Computer Solutions
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