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

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.