Thank you for joining us for the 5th annual CPA Squared CPE event. The event was a great success, with over 50 CPAs in attendance. Participants found the event to be powerful and informative for positioning their firms to compete in the future.
The event was held at Infinity Hall in downtown Hartford on June 16th. The event featured expert guest speakers and up to 6 CPE credits for CPAs, as well as networking and enlightening breakout sessions.
Here’s what CPAs had to say about the event:
“I’m really glad I attended, not only to get some CPE credits out of the way, but to learn more about adding wealth management services to my practice. I have been considering ways to add more services and value to my clients, so I am happy to have a clear path to make those ideas a reality.” - Lisa G.
“The CPA Symposium was valuable to get caught up on new trends in our industry and learn more about what others are doing to make their practices stand out. I know I need to diversify my services, but I wasn’t sure what my options were. This event was very helpful in helping me understand the options available. Will definitely attend next year.” David A.
“I really enjoyed the event. It was well organized and very helpful. I learned a lot about how to add revenue to my practice and also about how to get started on a succession plan. I will definitely be moving forward with CPA Squared to add services to my firm.” - Jonathan B.
How to Learn More
If you are like most successful CPAs, you may want to integrate wealth management but don't know how. Our role is to teach you how to effectively add the service to increase revenue and improve client retention. To learn more about how we can help your firm, call us today at (860) 659-5977 or email info@cpasquared.com. To register for the 6th Annual CPA CPE Event at Infinity Hall in Hartford on June 22nd, 2017, join our newsletter by emailing info@cpaquared.com.
