San Diego, CA
Sunrise Symposium: A CPA's Evolution From a Job, to a Practice, to a Business That Excels
Date: Jan. 29, 2025
Time: 8 – 10 a.m. PT
Overview
Ready to elevate your CPA practice? Join CalCPA and WestPac Wealth Partners live in San Diego for our Dynamic Sunrise Symposium Event. Expand your knowledge, network with peers in person, and enjoy a hearty breakfast while transforming your CPA practice from a routine job into a thriving business.
This engaging presentation will guide you through overcoming common pitfalls, creating a high-performing team, and shifting from billing by time to charging for your expertise. Additionally, you’ll gain insight into building strategic partnerships that enhance growth and propel your practice to new heights. This is your opportunity to transform your approach and unlock unparalleled success.
Product Code
1000003685-130412
Credit Type
CPE: 1CPE-Non-Technical: 1Format
In-Person
Intended Audience
CPAs and professional staff
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Overview
Prerequisites
Some knowledge of Certified Public Accounting.
Advance Preparation
None
Learning Objectives
Major Subjects
- How businesses are grown
- The difference between having a practice and a business
- Traditional CPA firms
- How to stand out from the crowd
- What the market is looking for
- Ways to build strategic relationships
- Getting paid more for what you know as a professional
- The most trusted advisors
Faculty
Venue
Westpac Wealth Partners
5280 Carroll Canyon Road, 1st Floor, San Diego, CA, 92121
Get DirectionsThere is ample parking, however, please do not park in designated spaces that are marked.
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
