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advocacy community education
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In a recent succession planning survey of CSCPA members
(see page 28 for more), "Continuing education seminars on
the topic of succession planning" ranked among the top
ways that respondents said CSCPA can help members nav-
igate succession planning issues.
CSCPA answered that call by developing a one-of-a-kind,
by-invitation-only symposium covering succession planning
and retirement, featuring advice from nationally renowned
succession expert August Aquila.
The November program, held at the Aqua Turf Club in
Plantsville, covered retirement, risk and insurance issues to
consider in mergers and acquisitions, training and retain-
ing valuable staff members, practical advice from CSCPA
members who've been there, and more.
"Great program! Served as a reminder of one of the great
benefits the Society provides its members!" said one
attendee. "Great day! Validated many of my thoughts.
Time to act!" agreed another.
CSCPA Holds First-Ever CPA Succession Symposium
August Aquila
Ralph Braithwaite
John Raspante
Pamela Weaver
Joseph Tarasco
Members participate in a panel on mergers and acquisitions. From left are Camille Murphy and Michael Bailey of Bailey Murphy & Scarano, retiree
John Haller, and Mark Fagan of Citrin Cooperman. The session was moderated by John Turgeon of J.H. Cohn.
"Great program! Served as a reminder of one of the
great benefits the Society provides its members!"
Symposium Attendee