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Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 1, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

What’s missing in your practice? Most practitioners sense that “same old, same old” won’t work in the new normal. How does a successful professional “pivot” their practice to seize new opportunities?

In this 50 minute presentation, we’ll cover the opportunities, the traps, and the mandates of growing and managing a practice in the new economy. We’ll discuss how successful practitioners are capitalizing on changes in the marketplace. We’ll reveal the 8-step process to supercharge your practice.

What you’ll learn: ways to build on existing skills; acquire the insight to multiply efficiency, effectiveness, and profits; achieve a better work-life balance.

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Carl Heintz earned his undergraduate degree in business Magna Cum Laude from the University of Southern California, and obtained his MBA degree from the USC's Marshall School of Business. He passed the CPA exam on the first try, and is licensed as a CPA in several states. He was a tax manager for Ernst & Young where he served on the firm's regional management advisory services committee and co-author the firm's first internal operational auditing manual. Later, he served as a partner in a several local CPA firms and has started and grown multiple CPA firms. Carl has been a consultant to a variety of Fortune 100 corporations, such as BP and Cigna, and many smaller companies, ranging from one-person “solopreneurs” to emerging public companies. He's helped companies in initial and secondary public offerings as well as providing “leading edge” engagements, such as sophisticated financial plans, modeling and multivariate analyses, stochastic analyses, ROI, NPV, and ratio analyses, sensitivity analyses, strategic plan formulation and complex business plan models, in addition to the “bread and butter” accounting and tax services. He's helped dozens of small businesses set up systems and use financial information to achieve operational success. Carl has owned interests in many businesses, including publishing, personnel placement, software, storage facilities and internet enterprises. He is the primary author of a financial accounting software system used by over 200 large businesses across the country, and he developed a rental property software system adopted by several large office buildings on both coasts. Recently, he's been a nationally recognized speaker and author for Thompson Reuter's Gear Up seminars. He has also been an instructor in taxation, accounting and data processing at the University of California, Los Angeles, University of Southern California and several community colleges. He is the author of dozens of published articles and three books, as well as serving on the editorial board for numerous tax, accounting and technology publications. He was the producer and presenter for National Public Radio's “tax tips” series.

About Our Presenter

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The Small Business Research Institute is the sponsor of the Certified Entrepreneurial Advisor (CEA) program. It's a non-profit organization dedicated to advancing the cause of entrepreneurship and helping advisors serve this dynamic market. The CEA program fills an important gap between academia, the SBA and all the entrepreneurial hype that's out there.