SYNERGY Serves CPA/ Financial Services Arena

The latest player in assisting the CPA delivering financial services is SYNERGY. SYNERGY is a membership group of CPA firms who, at the national level, will offer support, guidance and education to the CPA delivering services in local areas.

SYNERGY is based in White Plains, NY, and headed by Walter Primoff, former deputy executive director of the New York State Society of CPAs.

In its initial implementation phase, SYNERGY will serve firms through its Web site, publications and in educational programs. CPA firms who serve clients in estate, compensation and benefit planning are ideal membership candidates.

Benefits of membership will include:

  • The ability to collaborate with peers focused on achieving client service and practice-building objectives.
  • Access to educational events, publications and a website focused on building a successful financial planning practice.
  • Guidance from an Advisory Board led by some of the nation's most distinguished professionals.
  • Mentoring and partnering with financial service professionals in your community.

Annual membership dues are $500 per firm. For more information, see the SYNERGY website. (Skip the promotional slide show at the beginning by entering the main page of SYNERGY's website.)

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Upcoming CPE Webinars

Jul 16
Hand off work to others with finesse and success. Kristen Rampe, CPA will share how to ensure delegated work is properly handled from start to finish in this content-rich one hour webinar.
Jul 17
This webcast will cover the preparation of the statement of cash flows and focus on accounting and disclosure policies for other important issues described below.
Jul 23
We can’t deny a great divide exists between the expectations and workplace needs of Baby Boomers and Millennials. To create thriving organizational performance, we need to shift the way in which we groom future leaders.
Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.