Introducing CEO2CEO INSIGHTS
Using Zoom, ESPOSITO CEO2CEO advisors Dom Esposito and Tony Zecca will host monthly roundtables initially for 10 to 12 firm leadership partners of CPA firms with annual volumes of about $10M to $40M.All participants have the opportunity to listen to insights provided by the hosts and to share insights with other firm leaders relating to the challenges and successes their firms have relating to the four building blocks to creating a standout, high-performing firm.
CEO2CEO will provide the opportunity to discuss with proven experts and other senior partners of similar firms the four building blocks to create a standout, high-performing firm - Growth, Strategy, Practice Management and Leadership. Your participation in this series of roundtables will provide insights into leadership strategies that work in building a successful firm.
Dom Esposito and Tony Zecca
BUILDING BLOCK #1 – GROWTH:
May 3, 2021
Driving Organic Growth Through a Multi-channel Strategy.
June 7, 2021
Mergers as a Growth Engine.
July 6, 2021
Maximize Growth from the Line (with Chuck Ludmer, CohnReznick)
BUILDING BLOCK #2 – LEADERSHIP:
August 2, 2021
Are You Leading from the Edge?
September 13, 2021
Setting Goals that Make a Difference.
October 4, 2021
The Effectiveness of Your Leadership and Your Leadership Team.
BUILDING BLOCK #3 –PRACTICE MANAGEMENT:
November 1, 2021
The Importance of a Strong Economic Model and Strong Corporate Governance.
December 6, 2021
Client Service Delivery — Based on Value or Compliance?
January 3, 2022
Performing as a Standout, High-Performing Firm.
BUILDING BLOCK #4 – STRATEGY:
February 7, 2022
Developing a Performance Management and Compensation Plan that Eliminates the Clash between Silos and Teams.
March 7, 2022
Building an Advisory Service Line.
April 4, 2022
Strategic Planning, Execution and Accountability Moving From "Talk to Results™."
Who Should Participate:
Managing Partners, Senior Partners, Members of the Management Committee or Executive Committee of CPA firms with annual volumes of about $10M to $40M.
How it Works:
The 12 Monthly 90 minutes Zoom calls are initially limited to 10 to 12 firms in different regions of the country. Exceptions can be made only if an existing member firm preapproves another firm in the same region that wants to join the sessions.
Registration and Pricing:
The fee for the 12 Monthly 90 minutes Zoom calls is $12,000 prepaid upon registration. You need to download the PayPal App to register and pay the fee.
“Much of my knowledge of practice management was obtained by reading your articles. Thanks so much for sharing. Much of the credit for our best of the best firms 2021 awards goes to you and Tony Zecca.”
Dom Esposito has written a terrific book that should be read by everyone who leads a CPA firm. He has clearly and succinctly set forth what is unique about CPA firms. Most importantly, he has created a nice framework for those interested in building a mid-market sustainable brand while maintaining (or even improving) the essential culture of their firm.
Never before has there been a book by a former CEO of a CPA firm to today's CEO. The opportunity we have to grow our business is very exciting and this book, particularly the area of serving private/public capital markets, will help us navigate the waters.
Changing a CPA firm from a merely good firm to a mid-market sustainable brand requires discipline and a cultural shift as well as years of consistent and persistent leadership. This fine book summarizes the do's and dont's and the good, the bad, and the ugly on how to re-engineer a firm. I found it very insightful.
This book is a great read for CPA firm leaders. It provided me with practical insight from a professional I have respected and admired for many years. Dom Esposito is the real deal. His chapter on national and geographic reach is on the money.
In twelve easy-to-read chapters, this book captures the magic sauce that is necessary to start or continue to move a CPA firm to a sustainable brand in the mid-market. The book will give any mid-market managing partner some great takeaways and food for thought.