Joseph Tarasco presented “Avoiding Risk in CPA Firm Mergers” via webinar on January 18, 2017.
Joseph Tarasco and Nancy Damato presented “Unlocking Growth Potential with Advisory Services” via webinar on September 20th, 2016 and January 19, 2017.
Nancy Damato presented “MGI Marketing Update—National and International Services and collaboration with NA firms in servicing clients and prospects” at the MGI North America Annual Conference on May 19th in San Antonio.
Joe presented “Trends and Predictions in the Accounting Profession and International Accounting Associations” at the MGI North America Annual Conference on May 19th in San Antonio.
Joe presented to the NYC Chapter of the Association for Accounting Marketing on Dec. 9, 2015, on such topics as; Contemporary trends in the CPA firm marketplace; Adapting quickly to the needs of the changing marketplace; New and innovative services and trends in M&A strategies to acquire these services; Properly positioning a Firm in this changing and dynamic marketplace; How leading edge Firms are approaching the marketplace; How HR and Marketing professionals need to be aligned with a Firms growth strategy; Contemporary target marketing techniques to generate client prospects and referral sources.
“The Profitable Family Office Practice: A Workshop for Accounting Professionals” was held on Tuesday, June 16, 2015. Joe made two presentations during this one-day workshop which addressed some of the critical considerations and opportunities for accounting-based family office practices.
Joe presented 2 sessions on Friday, June 12th, at the New Jersey Society Of CPA’s Annual Convention—”Building the Firm of the Future” and “Change Management for the Firm of the Future.”
Nancy Damato presented “Target Marketing and Lead Generation” at the MGI North America Annual Conference on May 29th in New Orleans.
Joe presented “Trends and Predictions in the Accounting Profession” at the MGI North America Annual Conference on May 29th in New Orleans.
Joe presented “Partner Compensation and Performance Management Programs” at the MGI UK & Ireland Area Meeting in Birmingham, England on November 28, 2014.
Joe was the keynote speaker at the annual meeting of PKF North America Marketing Directors in Chicago on Monday, Oct. 27, 2014.
Joe presented “Trends and Predictions in the CPA Profession” at the MGI North American & Latin American conference in South Beach, FL on May 29 & 30, 2014.
Joe presented “Marketing and Selling Techniques Leading to New and Creative Services” at the CCH User Conference on Oct. 28 and 29, 2013.
On July 25, 2013, Joe presented a CPA Leadership webinar on “Driving Practice Value and Profitability” including the attributes of high value firms.
Joe presented a session on “Change Management” to the Association of Accounting Administrators members at their annual meeting in Detroit on June 20, 2013.
Joe presented “Trends and Predictions in the CPA Profession” at the Citrin Cooperman 2013 Annual Partner meeting.
On June 6, 2013, Joe presented “The Future of CPA Firms and Its Impact on Strategy” and “Developing High Performance Staff as Part of a Firm’s Value and Profitability Model” at the CPAmerica International Northeast Partners Meeting in Providence, RI.
Joe presented “Predictions in the Accounting Profession and Its Impact on Strategy” at the MGI North America Meeting in Newport Beach, CA on May 31, 2013.
On January 24, 2013, Joe presented a webcast titled “Using Competency Models and Performance Management to Achieve Higher Levels of Performance for Partners and Staff” to the CPA Leadership Institute members.
On May 8 and September 20, 2012, Joe presented a CPA Leadership webinar on “Driving Practice Value and Profitability” including the attributes of high value firms.
On July 10, 2012, Joe presented “The Future of CPA Firm Mergers and Its Impact on Strategy” at the New Jersey Society of CPAs.
On June 20, 2012, Joe presented a webinar titled “The Future of CPA Firm Mergers and It’s Impact on Strategy” to CPA Leadership Report members.
On June 1, 2012, Joe presented “Future Trends and Predictions in the Accounting Profession” to MGI at their annual North American conference.
On November 17, 2011, Joe presented at the Connecticut Society of CPAs Annual Conference on “Overcoming the Perfect Storm by Building a Firm of the Future.”
On November 7, 2011, Joe presented a webinar to the CPA Leadership Forum’s members on “The Future of CPA Firms and It’s Impact on Strategy.”
On September 21, 2011, Joe was one of the featured speakers at a joint session of the Washington State Society of CPAs and the Washington Chapter of the Association of Accounting Administrators on “Current Trends & Future Predictions for the Accounting Profession” and “Building a Business Strategy Through Succession Planning.”
On June 17, 2011, Joe was the featured speaker at the CPA USA Annual Partner Conference in Dallas. Joe spoke on trends and predictions in the accounting profession, how M&A in the profession will affect firms of all sizes, and on developing a successful merger strategy.
On June 8, 2011, Joe was a speaker at the New Jersey CPA Annual Convention in Atlantic City. Joe spoke on sales and mergers of accounting practices.
On June 7, 2011 Joe was a featured speaker at the CPA Associates International Managing Partner Seminar in New Orleans. Joe presented “Building Your Business Strategies in Today’s CPA Firm Practice Environment” and “Structuring Wealth Management and Financial Services for CPA Firms.”
On May 19th, 2011, Joe presented to the Connecticut State Society of CPAs on current trends and predictions in the accounting profession with an emphasis on M&A.
On May 18th, 2011, Joe co-presented to the New Jersey Chapter of the Association of Accounting Administrators on current trends and predictions in M&A and how firm administrators should take part in the process by assisting managing partners.
On April 26th, 2011, Joe co-hosted a webinar on current trends and predictions regarding M&A in the CPA profession and related professional liability risks to the Pennsylvania State Society of CPAs.
Joe spoke on Oct 19, 2010, to the Large- and Medium-size Firm MAP Committee on mergers and the future of the accounting profession.
On July 16th, 2010, Joe presented at CPA-USA Network’s Annual Meeting. He spoke about the current and future threats to local CPA firms (3 to 15 partners) existing in today’s accounting marketplace and the Top Ten Factors to be an independent and successful firm of the future.
Joe spoke on “The Firm of the Future” at MGI Annual World Conference on October 24, 2008, in Mexico City. MGI is an international association of accounting firms with over 200 offices in 75 countries. In this presentation, Joe discussed the necessary steps that accounting firms need to take to have a future succession plan to allow them to remain independent firms.
“Create or Energize Your CPA Partner-In-Training Program: Protect Your Investment and Guarantee Your Firm’s Future” – Joe Tarasco, “one of the nation’s best-known consultants and speakers on leadership training for CPA firm partners” participated in this accounting teleconference on June 21, 2007.
MGI European Annual Meeting – Joe facilitated discussions to the European members of MGI on the MGI Association-wide strategic plan. The meeting took place in Vienna, Austria, on June 14, 2007.
Association for Accounting Marketing (AAM) – “Lunch with Industry Expert Joe Tarasco” at the AAM Summit 2007: Unchartered Waters, June 6, 2007, Savannah, GA. During this 1½ hour general session presentation to accounting firm marketers, Joe provided a “state of the industry” report and his insight and vision of the future of the accounting profession. In addition, Joe discussed how marketing professionals can play a significant role in assisting the firm attract and retain talented staff.
The New York State Society of Certified Public Accountants (NYSSCPA) – Foundation for Accounting Education (FAE) – Practice Management Conference: “Succession Planning,” June 27, 2006, New York City.
The Connecticut Society of Certified Public Accountants – “Structuring & Implementing Wealth Management Services” presentation on September 27, 2006, Easton, CT, and “Management of an Accounting Practice” presentation, November 16, 2006, Darien, CT.
The New Jersey Society of Certified Public Accountants (NJSCPA), Bergen Chapter – “Management of an Accounting Practice” presentation including “Current Trends in the CPA Profession; The Importance of Strategic Planning and Developing a Vision for the Future of Your Firm; Wealth Management and Financial Services; and Marketing, Branding and Bundling Your Firm’s Services,” December 8, 2006.
Association for Accounting Administration, New York Chapter – Practice management presentation with a focus on “Career Development and Innovative Ways to Attract Professional Staff,” June 15, 2006.
New Jersey Chapter NJSSCPAs– “Management of an Accounting Practice” presentation, with a focus on “Career Development & Succession Planning and Utilizing Marketing & Public Relations to Attract Talented Professionals,” April 20, 2006.
Washington, D.C. and Baltimore Chapters of the Association of Accounting Administrators – “Management of an Accounting Practice” presentation at their Joint Chapter Fall Conference, October 27, 2006, Columbia, MD.
National Associated Certified Public Accounting Firms (NACPAF) –“Recruiting & Retaining Talented Staff” presentation to the members of NACPAF on November 3, 2006, Chicago, IL.