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Small Firm Update

  • 09/22/2022
  • 1:00 PM - 2:00 PM



Although the playbook for success varies across companies, some themes are consistent throughout. The AICPA VP of Small Firm Interests, Carl Peterson, CPA, CGMA, spends much of his time on the road meeting with small firm practitioners and gathering feedback, concerns, and triumph stories.He absorbs those reports and funnels them into the Small Firm Update series, topping off his experienced insights by homing in on best practices deployed by prosperous firms across the country. This free non-CPE webcast presents Carl's environmental scan of the latest small-firm landscape and how you can best navigate it. Participants will have the opportunity to submit questions about the issues facing their own firms.

Learning Objectives: 

  • Recognize trends affecting CPAs 
  • Identify challenges and opportunities faced by practitioners 
  • Recall best practices.

Discussion Topics:

  • small firm finance trends 
  • common pitfalls 
  • best practices used across the country 
  • Q&@a session

    Level: Basic

    Instructor: Carl Peterson

    Developer: AICPA

    CPE Credits: 0

    Area of Study: None

    Prerequisite: None

    Who Should Attend: CPAs and CGMA; PA firm professionals; human resources personnel

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    Grand Forks, ND 58201

    Contact Us: 

     (701) 775-7111
    or (877) 637-2727

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