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Article
Having the Right Firm Merger Mindset
November 1, 2007
Article written by Robert Fligel for the Practical Accountant’s November 2007 issue about how to take advantage of current trends.
Westchester Chapter Tax, Estate and Financial Planning Conference
Citigroup Executive Planning Center 188 King Street Armonk, NY 10504
May 2, 2008
Course Code: 28611833
Member Fee: $99
Nonmember Fee: $199
CPE Hours: 8
Nassau Chapter All Day Estate and Personal Financial Planning Conference
Melville Marriott Long Island 1350 Old Walt Whitman Road Melville, NY 11747
May 3, 2008
Foundation for Accounting Education
Course Code: 28603822
Member Fee: $150
Non Member Fee: $250
CPE Hours: 8
Government Accounting and Auditing Conference
FAE Conference Center 3 Park Avenue, 19th Floor New York, NY 10016
May 8, 2008
Foundation for Accounting Education
Course Code: 25144811
Member Fee: $300
Non Member Fee: $400
CPE Hours: 8
2008 CPA Business Tech Expo- Day One
New York Hilton Hotel & Towers 1335 Avenue of the Americas New York, NY 10019
May 14, 2008
Course Code: 81991811
Member Fee: $150
Non Member Fee: $150
CPE Hours: 8
2008 CPA Business Tech Expo- Conference- Both Days
New York Hilton Hotel and Towers 1335 Avenue of the Americas New York, NY 10019
May 14, 2008
Course Code: 81991813
Member Fee: $200
Non Member Fee: $200
CPE Hours: 14
2008 CPA Business Tech Expo Conference - Day Two
New York Hilton Hotel and Towers 1335 Avenue of the Americas New York, NY 10019
May 15, 2008
Course Code: 81991812
Member Fee: $100
Non Member Fee: $100
CPE Hours: 6
Broker / Dealer Conference
Marriott Marquis New York 1535 Broadway New York, NY 10036
May 14, 2008
Course Code: 25558811
Member Fee: $350
Non Member Fee: $450
CPE Hours: 8
Business Valuation Conference
Marriott Marquis New York 1535 Broadway New York, NY 10036
May 19 -20, 2008
Course Code: 25278812
Member Fee: $550
Non Member Fee: $650
CPE Hours: 18
Estate Administration Conference
FAE Conference Center 3 Park Avenue New York, NY 10016
May 21, 2008
Foundation for Accounting Education
Course Code: 25608811
Member Fee: $300
Non Member Fee: $400
CPE Hours: 8
Employee Benefits Conference
FAE Conference Center 3 Park Avenue, 19th Floor New York, NY 10016
May 28, 2008
Foundation for Accounting Education
Course Code: 25621811
Member Fee: $300
Non Member Fee: $400
CPE Hours: 8
Anti-Fraud Conference
Marriott Marquis New York 1535 Broadway New York, NY 10036
June 5, 2008
Course Code: 25175911
Member Fee: $350
Non Member Fee: $450
CPE Hours: 8
CFO's. Controllers. and Financial Executives Conference
Helmsley Hotel New York 212 East 42nd Street New York, NY 10017
June 12, 2008
Course Code: 25269911
Member Fee: $350
Non Member Fee: $450
CPE Hours: 8
Accounting & Auditing in the Non- Public (Non-issuer) Environment Conference
Marriott Marquis New York 1535 Broadway New York, NY 10036
June 17, 2008
Foundation for Accounting Education
Course Code: 25137911
Member Fee: $350
Non Member Fee: $450
CPE Hours: 8
Personal Financial Planning and Eldercare Joint Conference
New York Helmsley Hotel 212 East 42nd Street New York, NY 10017
June 19, 2008
Course Code: 25275911
Member Fee: $350
Non Member Fee: $450
CPE Hours: 8
IRS Practice and Procedures Conference
Helmsley Hotel New York 212 East 42nd Street New York, NY 10017
June 25, 2008
Course Code: 2560991
Member Fee: $350
Non Member Fee: $450
CPE Hours: 8
Article
Consolidation Caveats
November 2006
For The Practicing CPA, the newsletter of the AICPA’s private practice section, Robert Fligel wrote about current CPA merger trends versus the consolidations in the late 1990’s. Read at AICAP Website.
Event
Senior Partner Panel Discussion: Large and Medium-Sized Firms Practice Management Committee
October 19, 2006
For the New York State Society of CPAs, Robert Fligel moderated a managing partner discussion that included partner compensation, performance and client termination.
Article
Unspoken Obstacles Prevent Many Accounting Firm Mergers and Sales
June 2007
For the New York State Society of CPAs’ publication, The CPA Journal, Robert Fligel wrote about the unspoken reasons inhibiting firm mergers.
Event
MAP Meeting: CPA Firm Mergers: Hype and Reality
May 25, 2006
For the National Conference of CPA Practitioners, Robert Fligel spoke to a group of CPAs about valuations, transaction structures and pitfalls to avoid.
Event
Special May 9th Partners' Session: CPA Firm Sales and Mergers
May 9, 2007
For the Manhattan/Bronx chapter of the New York State Society of CPAs, Robert Fligel gave a presentation discussing sale versus merger versus internal succession, and what to expect if you sell or merge.
Event
Nassau/Suffolk Chapter of the National Conference of CPA Practitioners Mergers & Acquisitions Roundtable
April 26, 2007
Robert Fligel organized and led a roundtable discussion attended by more than 20 CPAs about current trends and real life buyer and seller experiences.
