CPA Firm Practice Transition & Succession Planning Workshop [FPT]

May 29, 2019
Time: 8:00am - 12:00pm


Professional Development

Credit Hours:



Member: $150.00
Non-member: $225.00

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Discussion Leader:

Carl Peterson, CPA    more info

Carl Peterson, CPA, is Vice President of Small Firms at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession.

In this capacity, he meets with small CPA firms regularly to understand their issues and represent these firms from an advocacy and firm development perspective. Peterson serves as the voice of small firms within the AICPA on standard-setting, regulatory and small business issues. He is responsible for ensuring AICPA initiatives continue to meet the needs of small firms.

Carl is a licensed CPA, and previously served as a managing partner at Peterson, Peterson & Associates, PLC, in Minneapolis/St. Paul, where he built its service and client base. 
Carl has a history volunteering within the profession, including having served as a member of AICPA Council and as a member of the AICPA’s Accounting and Review Services Committee. In addition, he has served the Minnesota Society of CPAs as Chairman of the Board of Directors, as well as Chairman of the Political Action and Legislative Affairs committees. In 2013, he was honored by the Society with their Distinguished Service Award.

Peterson graduated from Kansas State with a BS in accounting.

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Website registration for this course closes on May 28, 2019. To register after this date please contact the society at or 907-562-4334.

Full Description

CPA Firm Practice Transition & Succession Planning Workshop & Feedback Forum

May 29th, 2019 / Morning Optional CPE Session

The Hotel Alyeska Resort
1000 Arlberg Avenue
Girdwood, AK

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course, $25 for each 4 hour course and $12.50 for each 2 hour course.

Hear what small firms are doing as they transition ownership, clients and staff thru mergers and other succession opportunities. Cover key details of a current practice continuation agreement in use by multiple sole practitioners in CO. Carl Peterson, CPA and his firm partner Joan Peterson, CPA will share their true experience merging their six-person firm into a larger firm. The session will end with a small firm feedback forum where you can provide direct feedback to AICPA.

Major Topics Covered:
- Succession Planning
- Continuation Agreements

Designed For: Small Firm & Sole Practitioners

CPE Credits: 4, Professional Development

Level of Knowledge: Basic

Prerequisite: None

Acronym: FPT

Discussion Leader: Carl Peterson, CPA