Allan D. Koltin, CPA, is a highly sought-after speaker and commentator on trends and developments affecting accountants, consultants, lawyers and financial advisors. He specializes in working with professional and financial services firms worldwide to address growth, practice management and profitability issues. His services include:

• Leading partner and firm retreats
• Advising on succession planning, mergers and acquisitions
• Recruiting partners, marketing directors and other firm leaders
• Assisting with client and upward evaluation surveys, strategic planning, and coaching

Hear Allan share his insights at conferences and seminars like these:

AICPA Practitioners Symposium, June 12-14, 2006 at Bellagio in Las Vegas, NV. Allan Koltin will give the luncheon presentation on “Common Success Characteristics of Great Firms and Practitioners.” This session will address leadership, management, growth strategies, people issues, risk taking, “raising the bar” and winning traits of overachieving partners. In addition, he will deliver a session titled “Is a Merger or Acquisition in Your Future?” In this session, Allan will address the current M&A landscape, why firms merge, how to get the majority of your partners to agree to the deal, determining the firm’s market value, how to ensure the merger is a fit for your people and clients, why some mergers are doomed to failure and uncovering the firm’s true “hidden agendas.”
www.cpa2biz.com/conferences

The Accounting Firm Partner Compensation Forum presented by AICPA/Northstar, June 22-23, 2006 at The Princeton Club in New York, NY. Allan will update the participants on trends in the public accounting profession, covering topics such as the new accounting profession landscape, common success characteristics of overachieving firms, trends in partner compensation and firm governance and successful recruiting and retention strategies.
www.northstarconferences.com

Upstream Academy’s Headwaters Leadership Conference, July 10-11, 2006 at Cheyenne Mountain Resort in Colorado Springs, CO. Allan will present “The Vital Things New Partners Must Know and Understand.” During the next decade, thousands of individuals will become partners in CPA firms. What are the vital things they need to understand to be successful? Allan will provide a fresh perspective on what new owners need to know and do in order to truly be effective leaders.
406-495-1850

The Advisory Board/AICPA Forum on Recruiting and Retention: The Ongoing Battle for Talent, July 17-18, 2006 at Sheraton Chicago Hotel and Towers in Chicago, IL. Allan works with firms around the country on issues ranging from recruiting to compensation governance to strategic planning. He’s seen the battle to hold on to good people, and downright dirty tactics used to steal them away. In “Best Practices to Retain Top Talent” he will give his observations on what the most successful companies have done and share the secret to developing a successful retention strategy of your own.
www.cpa2biz.com/conferences

The Emerging Partner Training Forum: Planning for Your Firm’s Future presented by AICPA/Northstar, July 19-20, 2006 at AICPA Boardroom, New York, NY. “Why B Students Make Great Partners” will explore common characteristics of successful partners and identify business, communication and leadership skills that lead to success. In his “Partner Compensation” presentation he will review the 10 key components of partner compensation and explore the relationship these factors have on firm size, partner goals for the firm, and life cycles of the firm.
www.northstarconferences.com

Comprehensive list of media citations