2025 New Leading Partner Meeting – May May 4-5, 2025 │ San Antonio, Texas Hosted by Sol Schwartz & Associates Hotel: Hotel information coming soon 5.5 CPE Sunday, May 4, 2025 5:45 pm │ Meet in hotel lobby for shuttle transportation to dinner 6:00 – 7:30 pm │ Networking Dinner (included in registration) Attire: Casual
Monday, May 5, 2025 7:45 a.m. │ Meet in hotel lobby for shuttle transportation to member firm and host, Sol Schwartz & Associates 8:00 – 8:30 a.m. │ Welcome & Tour of Sol Schwartz & Associates 8:30 – 9:15 a.m. │ Breakfast - Introductions and Matters You Wish to Discuss Today We will take this time to go around the group and each have the opportunity to express the information or insight you would most like to take away from this day.
Grace Horvath, President & CEO, CPAmerica, Inc. Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS Dave Farnsworth, CPA, Managing Shareholder, MCHS
9:15 – 10:30 a.m. │ To Sell or Not to Sell: Discussing our firm’s succession journey to be a second generation firm. Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS Dave Farnsworth, CPA, Managing Shareholder, MCHS 1.5 CPE │ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None
10:30 – 10:45 a.m. │ Networking Break 10:45 – 12:00 p.m. │ Governance Excellence: Best Practices for CPA Firm Management a. Discussing key elements of effective firm governance b. Keys to building an effective leadership team c. Communication and transparency Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS Dave Farnsworth, CPA, Managing Shareholder, MCHS 1.5 CPE │ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None
12:00 p.m. – 1:00 p.m. │ Lunch 1:00 p.m. – 2:15 p.m. │ Journey to Better Partner Accountability a. Discuss what our firm has done to hold each other accountable b. Discuss major changes to our compensation structure Dan Schwarz, CPA/ABV, Managing Shareholder, MCHS
CPAmerica, Inc.