WHO YA GONNA CALL?

by | Apr 7, 2022 | Blog, Business Growth, Cal CPA, Past Event, Strategic Planning, Value Creation

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Accounting Practice (MAP): April 27, 2022 The Current Landscape of Public Accounting

 

With COVID’s 3rd Tax Season and the world still a-changing, CPAs are adapting as well as running to catchup on all aspects of firm operations and client service.

Our CA CPA Society’s LA Chapter’s Management of Accounting Practices Committee’s February 23rd meeting was a diverse panel of 5 CPAs.  The title was “Position CPA Firms for Great Success: Lessons Learned, A New Approach to the Future”.  I was the host and moderator.  Topics were almost never-ending:

  • Talent development
  • Succession
  • Helping clients at new levels
  • Team, Client, Firm engagement
  • Education models for the Future
  • Technology and how it’s helping efficiency and productivity
  • Tapping into Client Advisory Services as a key service area
  • And on and on…

You can read more on these topics as the Panel discussion was recorded and turned into an article, soon to be published in California CPA Magazine—no title as yet.

With such diverse, complex, almost infinite issues to deal with, and the stress that’s almost universal, “What can we do?” is constantly rolling around in our minds.  The situation reminds me of the Ghostbusters Lyrics:

“If there’s somethin’ strange in the neighborhood,
Who ya gonna call?”

Well, who better to call to help us tap into what is going on in public accounting than Allan Koltin?  Allan is a CPA and nationally-known consultant to the CPA profession.  Our Co-Chair, Allan Fisher, reached out to Mr. Koltin for the second time.  Allan joined us several years ago with a very dynamic, very insightful window into Succession and Growth for CPAs.  Allan Fisher and I have always wanted to have Mr. Koltin come back.   April 27th at noon is a perfect time for us all to catch up.

Even if you know of or have not heard of Allan, please see his professional profile below.

Allan D. Koltin, CPA, CGMA

Allan D. Koltin, CPA, CGMAKoltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions.

 

Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions.

 

For the last 21 years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. For the past five years, he was recognized as one of the 10 Most Influential in the Profession and in 2019 he was ranked as the 3rd Most Influential in the Profession. For the past 19 years, Koltin was voted one of the Most Recommended Consultants by INSIDE Public Accounting. For the past eight years, Allan has been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. In 2016 CPA Practice Advisor inducted Allan into the Accounting Hall of Fame. Allan was one of the first to be inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing.

 

A nationally recognized speaker and industry analyst, he has appeared on the CNN, WGN and Fox TV networks and has been quoted in the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post.

 

Previously, Allan was the CEO of PDI, Global, Inc. which was the largest provider of marketing products and services for CPA firms. Allan sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Partner in the Chicago-based CPA firm of FERS, where he served as the leader of the investment banking and law firm consulting groups, as well as the Executive Committee.

 

Wayne Berson, CEO of BDO, was quoted as saying the following about Allan: “I liken him to a sports super-agent, such as Scott Boras, whom players seek out. If we want to do a deal, in most cases the firm is working with Allan already.”

 

Marc Rosenberg, a leading consultant and author to the CPA industry, was also quoted as saying: “If there were an election of the most highly visible, sought-after consultant to CPA firms, Koltin would be the hands-down winner.”

Please join us by registering at the link below. You won’t regret

Intended Audience: CPAs, Attorneys, clients, Financial Professionals and their staffs.

Miscellaneous Information: 12:00pm – 1:30pm Presentation

This event will take place virtually over Zoom. Zoom link will be emailed the morning of the event. You MUST pre-register in order to receive the link. The username on Zoom must match the name of the person registered.

NOTE: online registration for all Cal CPA events automatically closes at 11:59 pm the night before the event.

To register the day of the event, please contact:

Zoom link for the event will be emailed 1-2 days prior to our meeting. If you have not yet received the link, on the morning of the presentation, please email Allan Fisher: allan@pfssearch.com

As your LA MAP Chair, Allan Fisher (our Co-Chair) and I are very grateful for your continued support. We wish you all the best in your efforts to create a future for us all in these challenging times.

Click Here to Register
Our 2022 Calendar of events is coming together.
Please mark your calendars. All meetings begin at Noon PT.
  • 4/27/2022 – “The Current Landscape of Public Accounting”– Allan Koltin
  • 5/25/2022 – “Helping Clients Create, Build or Revise Their Board of Directors” – Panel Hosted by Mark H. Fowler
  • 6/22/2022 – Diversity Discussion Panel – Panel Hosted by Allan Fisher
  • 7/27/2022 – Salary Survey Presentation – Allan Fisher
  • 8/24/2022 – Succession Planning – Mark H. Fowler