Los Angeles MAP Committee Presentation: “Lessons Learned” New Approaches For The Future

February 23rd, 12 p.m. — 1:30 p.m. (PST) Los Angeles MAP Committee Presentation: Position CPA Firms for Greater Success “Lessons Learned” New Approaches for The Future—Follow-Up

Join our Los Angeles MAP Committee as we follow-up on our powerhouse September 2021 collaboration with Orange County MAP Committee and our joint 5-firm panel discussion on aspects of being successful during continued COVID-19 challenges for previous and future Tax Seasons while reaching out to clients for overall Firm Success—including Succession & Exit Planning. Our February 2022 5-firm panel of Managing Partners and Solo Practitioners expands on previous discussions to bring new ways to adapt, thrive and succeed. It is about navigating challenges plus getting ahead of the curve, so the future is more in our control.

As a participatory and interactive group, the Panel, led by Mark H. Fowler, LA MAP Chair, will explore together these and other topics:

1. What operational changes still need to be made?
2. What succession opportunities are coming into play? Who’s on 1st?
3. What additional team-building opportunities have yet to be explored? What’s working and what can we tap into?
4. How can AI and IT continue to add value to needs of firms, individuals?
5. What plans are in place to address any additional challenges as they arrive that possibly made Tax Season as difficult as it has ever been?
6. How has remote work production continued to change? Where are new remote approaches and what is the return on investment?
7. What new protocols are in place to help increase tax processing effectiveness, given new regulatory processing procedures? Are you outsourcing services to stay current? Are Independent Contractors still a viable solution?
8. How have clients changed toward us and toward themselves as we move into future Tax Seasons?
9. What impact has the new COVID variants had on working together? What new approaches have been considered?
10. What new practice areas are evolving?
11. What additional client needs are becoming more prominent?
12. What experiences during COVID-19 have made biggest impacts on operating now and in the future?

Tap into the experiences of leaders in the profession as to how they are navigating their firms successfully through one of our planet’s most difficult times.

Learn about what has been taking place during shelter-in-place seasons with client interaction and how many firms re-engineered their practices to go to a higher level of service with clients.

Looking forward to your participation!

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:

• Tricia Galloway: galloway@calcpa.org
• Shelly Medina: medina@calcpa.org

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.

Our 2022 Calendar of events is coming together.
Please mark your calendars. All meetings begin at Noon PT.

• 3/23/2022 – Developing the Best Business Model – Shannon Vincent
• 4/27/2022 – Best Practices of High-Performing CPA Firms – Allan Koltin
• 5/25/2022 – Client Advisory Services (CAS) Panel Discussion – Hosted by Allan Fisher
• 6/22/2022 – Diversity Discussion Panel
• 7/27/2022 – Salary Survey Presentation – Allan Fisher
• 8/24/2022 – Succession Planning – Mark H. Fowler