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Concurrent Session II

January 25, 2019, 8:00am–9:15am

Talent Track

Creating the Future-Ready Firm: How to Win the War on Talent

Technology Track

Building the Ecosystem for the Business Capability Model

Growth/Mergers & Acquisitions Track

Upstream Mergers' Perspectives on M&A

Presented by Allan Koltin

This session will feature leaders of CPA firms who have merged “upstream” in the recent past. Their comments will range from decisions made initially to merge upstream to how they went about deciding on the proper accounting firm to merge with. Lastly, it will also include a look back perspective from each of the panelists identifying anything they might have done differently along the way, as well as a brief discussion on how the integration process has gone for their firm.

Executive Level Marketing Track


Business Development Track