THE IPA INSIDER E-NEWS UPDATE
March 14, 2019
"The  role of a creative leader is not to have all the ideas; it's to create a culture where everyone can have ideas and feel that they're valued." - Ken Robbins
MERGERS IN THE NEWS
Englewood, Colo.-based Richey May & Co. announced its acquisition of a firm that provides customized planning and business intelligence tools for mortgage lenders. Amata Solutions is now part of Richey May Technology Solutions.
THE EXCELLENCE IN FIRM CULTURE ASSESSMENT
 APPLICATION DEADLINE IS MARCH 22
The assessment launches on May 1 and closes May 15.
  • The assessment includes all firm personnel
  • The assessment is open from May 1-15
  • Receive customized reports on your firm's responses
  • Reports include breakouts by gender, department, tenure and more
  • Pricing based on firm personnel count
  • Benchmark your firm against all other accounting firms
W HY THE IPA CULTURE ASSESSMENT?
Why compare your accounting firm to a Silicon Valley start-up, a local insurance company, Southwest Airlines, or that mega-law firm down the street? Not every culture fits into your business model.

The IPA Culture Assessment, unlike best places to work surveys, collects feedback from accounting firm personnel only, therefore, provides participating firms with a more robust and accurate picture of other accounting firm cultures, and how firms stack up against actual peers. This assessment is not about awards, it's about best practices and how to continue to retool for the future.
IN THE NEWS
Joseph Ucuzoglu has been elected CEO and Janet Foutty has been elected chair of the board of New York-based Deloitte. Both terms begin June 2. Ucuzoglu and Foutty will succeed current Deloitte US CEO Cathy Engelbert and chairman Mike Fucci.
IPA SPOTLIGHT ON. . .STEVE TEMPLETON
So much has changed in the industry since I started my career. The opportunity for firms to expand their client base, lure better talent and grow profits has never been bigger. Whether you are looking to acquire, looking to be acquired or thinking about a succession plan, M&A is on every firm’s strategy roadmap, regardless of size.
IPA ARTICLES
The profession is always looking to identify and capitalize on competitive advantages. New service opportunities, increased client demands, technology disrupters, shrinking profit margins, demographic changes and increased competition are but a few of the many challenges and opportunities that firm leaders will be navigating for the foreseeable future.
Being a traditionalist just doesn’t work anymore. The profession is changing too fast to continue with the same old skills and services, and marketers are well positioned to drive that transformation. Considering the impending retirement of baby boomer leaders, the rise of new technologies and business models, and a range of other fast-moving trends. In an AAM webinar panelists discussed initiatives that reflect new ways of approaching their work to ensure their organizations remain relevant and competitive.
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THE 2019 IPA BEST PRACTICES SURVEYS AND ASSESSMENTS ARE NOW OPEN
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THE COMPETITIVE ADVANTAGE FOR FIRM LEADERS
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