Small Firm Success Series
Stay ahead on issues shaping small CPA firms. This webcast offers insights on staffing, technology, compliance, and practice management, equipping firms with strategies to thrive.
Format
Webcast
Date
Jun 25, 2026
NASBA Field of Study
Business Management and Organization
Level
Basic
CPE Credits
1
Availability
Product Number
WC5183417
Small CPA firms, defined as those with 30 or fewer professionals, face distinct challenges amid rapid technological change, evolving regulatory demands, and mounting pressure to attract and retain talent.
This webcast keeps practitioners current on the developments that matter most while offering practical, immediately applicable insights to strengthen their practices.
Participants will gain clarity on today’s most pressing questions:
- How can small firms address staffing shortages and build a sustainable talent pipeline?
- Which emerging technologies merit investment now?
- How should firms prepare for new compliance requirements and regulatory updates?
- What practice-management strategies are most effective for staying competitive in a fast-changing landscape?
What sets this webcast apart is its exclusive focus on small firms. Each session emphasizes practical, resource-efficient solutions tailored to their needs.
Attendees will hear real-world examples, explore current trends, and receive actionable guidance from experts who understand the realities of small-firm leadership.
Designed for partners, managers, and future leaders, this program equips small firms to operate more efficiently, respond effectively to evolving standards, and position themselves for sustainable growth.
Key Topics
- Firm staffing shortages
- Emerging technologies worth investing in
- Preparation for new compliance requirements and regulatory updates
- Effective practice-management strategies
Learning Outcomes
- Select ways to address staffing shortages.
- Distinguish how to future-proof their talent pipeline.
- Recall new compliance requirements and regulatory updates.
- Identify emerging technologies worth investing in.
- Distinguish effective practice-management strategies for staying competitive in a fast-changing landscape.
Who Will Benefit
Sole Practitioners, partners, managers, and professionals in CPA small firms (firms with 30 or fewer professionals).
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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