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 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.