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Congrats to the AICPA and CIMA on anther OUTSTANDING #ENGAGE Conference 23! The venue of the ARIA Resort & Casino and Park MGM Resorts International was beautiful, and the speakers and sessions were fantastic. It was a thrill to present two sessions on…lnkd.in/g2di_n9x

Congrats to MSI Global Alliance: Lawyers & Accountants on an amazing Americas Regional Conference in beautiful Denver, Colorado! So wonderful to see lawyers and accountants coming together to share best practices and mutual networking. I enjoyed deliveri…lnkd.in/gZKXzd7G

When you think about, and talk about #innovation, are you also thinking about #disruption? In this article, the architect of disruption theory, Clayton M. Christensen, and his coauthors correct some of the misinformation, describe…lnkd.in/gna7ZXUt lnkd.in/gcjmYuMg

Nice coverage of the decision making process for merging. “To help him find a suitable suitor, Alan Sobel reached out to CPA firm mega-dealmaker Allan D. Koltin – initially not to hire as a business broker, but simply to have him…lnkd.in/gxEXSfgE lnkd.in/ggwi7vcB

Happy to be speaking at the Accounting Club of America meeting on July 13, 4:00-6:30 pm EDT. Registration link below and in comments. REGISTER - lnkd.in/g-2RijHK lnkd.in/gMkBPaVC

More big changes in the accounting profession. BDO USA, LLP to convert to a Corporation. “As firms grow, rank and file partners can’t be consulted all the time on most major strategic moves,” Koltin said in an email to Bloomberg…lnkd.in/gFAd8_vh lnkd.in/gHWJSAxD

Accounting Today has shared the video of my keynote from the Firm Growth Forum 2023 - Best Practices of the Fastest Growing and Most Profitable CPA Firms. Take a look - lnkd.in/guR9KYGD

I just completed an amazing 3 conference trip with the BDO Alliance USA speaking at their Mid-Atlantic (McLean, Virgina) New York City, and Tri-State Philadelphia Regional Meetings! The topic was on Transformation, Innovation, Change, and the State of th…lnkd.in/geWcKMCy

I just completed an amazing 3 conference trip with the BDO Alliance USA speaking at their Mid-Atlantic (McLean, Virgina) New York City, and Tri-State Philadelphia Regional Meetings! The topic was on Transformation, Innovation, Change, and the State of th…lnkd.in/gGKrP8mZ

BDO Converts to a Corporation Part 2 “The move will enable the sixth-largest US accounting firm to make faster decisions, without the backing of the full partnership, and to streamline its tax structure, among other perks.” W/ BD…lnkd.in/g68SMJKi lnkd.in/gHWJSAxD

SO IMPRESSED with the Texas Society of CPAs! They had a packed house for their 2023 Annual Meeting of their Members & Leadership Council at the beautiful Worthington Renaissance Hotels Fort Worth. Their #thoughtleadership, #visioning, and #strategicplann…lnkd.in/gMBGBRTt

BDO USA is Shifting From a Partnership to a Corporation This shows BDO to be a forward-thinking firm and progressive in thought. The tax benefits and simplifying things going forward really carried the day. W/ BDO, CPA Practice Ad…lnkd.in/dBe6EttZ lnkd.in/dAfgKqX2

With the holiday coming up next week, don’t forget to get registered for the Accountant Club of America Eventcoming up on July 13, 4:00-6:30 EDT. Live and online! Register here: lnkd.in/g-2RijHK

The Strategic Planning Session That Never Should Have Happened! Kudo’s to Gallagher, Flynn & Company, LLP Leader’s Jason Hamilton and Jamie Brandon on making it to Chicago yesterday for our Strategic Planning Session. Their trip to Chicago never shoul…lnkd.in/gmpvy6Bf

In depth article from the Financial Times, by Stephen Foley and Michael O'Dwyer answering the many questions on why BDO USA, LLP would move away from the tratitional partnership model. It’s a good read. W/ Kevin McCarty, Wayne Berson, Carmi…lnkd.in/gi6Nbb39 lnkd.in/g-tQUzes

Randy and Tri-Merit team, it is an honor and privilege to be speaking at your upcoming conference! Thanks for all the great work you do for the accounting profession and their clients! See the link below to get registered…. lnkd.in/gwn2U2ye

BPM LLP combines with Fair, Anderson & Langerman BPM LLP continues on its magical journey of finding best-in-class CPA and advisory firms. FAL is one of the preeminent firms in the greater Las Vegas market and was sought after…lnkd.in/g_f5Qvgb lnkd.in/gqE9e4bJ

BPM LLP Expands in Las Vegas Via Merger with Fair, Anderson & Langerman Top 40 accounting firm BPM is combining with Las Vegas-based CPA firm Fair, Anderson & Langerman (FAL) effective Aug. 1. - FAL is one of the preeminent firm…lnkd.in/gaF263k2 lnkd.in/gP2t4xsq

What an incredible event! BDO Alliance USA did it again with #EVOLVE25 A big Thank You to Wayne Berson and Michael Horwitz for the invitation to present the keynote. It’s a huge honor for me! #LasVegas, #TheCosmopolitan And thank you to Gen Brand, Matthew Dyment, & David Toth

Had the honor of joining Sean Taylor, CEO at Smith + Howard for this episode of Worst Advice I Ever Got. It’s out today! open.spotify.com/episode/6EHFjA…