Tracks:
Advanced Accounting and Auditing
Advanced Personal Financial Planning
Corporate Finance and Controllers
Titles on your LinkedIn profile:
Partner, CEO, President, Principal, Director, Owner
Your professional credentials and affiliations:
CPA, CPA/PFS, CFP, CFA, PAFM, CGMA
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Set and lead the competitive pace for growth
- Hear more clients say "I couldn't have done this without you"
- Retain the best and brightest staff on my team
In your toolkit:
- Practice management
- Talent management
- Succession planning