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(Virtual) Anticipating Changes: What to Think About As Your Firm is Growing (2 of 2 for Upstream Academy’s Growing Strategically Series)

August 21, 2020 @ 12:00 pm - 1:00 pm Eastern

This is the second session of for this webinar. The first session is on August 10. (Interested attendees need only participate in one session as part of Upstream Academy’s Growing Strategically webinar series).

CBM President and Managing Partner Peter Reilly will co-present in Upstream Academy’s webinar series on considerations that managing partners and other firm leaders should make when their firms are experiencing significant growth. The hour-long webinar presentation, the second of two such sessions (the first will be on August 10), is part of Upstream Academy’s Growing Strategically series on the growth of professional accounting firms, which also incorporates webinars focused on launching new service lines and niches, mergers & acquisitions, and expansion of a firm’s geographic footprint.

CBM has grown significantly in the past five years, doubling in size, greatly increasing the diversity of its leadership team and earning a place for three consecutive years on the Washington Business Journal’s annual list of Top 25 accounting firms. Pete has spoken about the evolution of the firms at conferences such as 2019 AICPA ENGAGE and the 2019 Rainmaker Companies SuperConference.

Upstream Academy is an industry-leading association recognized for delivering education, business development and leadership training to accelerate the growth of professional services firms. Pete will co-present with Jeremy Clopton, Director of Upstream Academy.

Learn more about Upstream Academy’s Growing Strategically webinar series by clicking here


August 21, 2020
12:00 pm - 1:00 pm