The EDGE - December 2012 

    Tips on Career Management, Leadership and Work/Life Balance.
    AICPA THE EDGE | A Monthly eNewsletter for Young CPAs

    2012 is coming to a close. What goals have you accomplished this year? Were you handed a big project that you successfully completed? Did you get a promotion that you were working hard for? Or did the unexpected happen and you successfully overcame an obstacle? Tell us your 2012 accomplishments and stories. Join us on LinkedIn and tell us your achievements from 2012.

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    Vol. 8, Issue 12

    Maryland Society of CPAs

    Baltimore area Happy hour; January 10th

    Anne Arundel area Happy hour, January 17th



    10 Steps to Surviving a Firm Merger
    You joined your firm or company because you felt a connection to the business. However, due to a merger, you suddenly find yourself working for a very different kind of organization. While management said the merger of the two firms will bring great opportunities, you and your colleagues may be scrambling around, unsure of how this will impact your jobs. Here are 10 steps you can take to ensure a solid future.

    » Read more

    Why Pursue the CGMA?
    If you haven’t heard about the CGMA, or Certified Global Management Accountant, it’s high time you do! To help you understand more about how the program is ideal for Young CPAs, this article includes a list of resources, and more importantly, an interview with Leisa Stanberry, CPA.CITP, CGMA, a young CPA who explains how the AICPA’s newest credential benefits her and her clients.

    » Read more

    Managing Relationships After a Promotion
    Healthy workplace relationships are vital to your happiness and success. Being promoted doesn’t spell the end of those relationships; what it means a change in how the friendship is structured. It may take patience, but remember that while you are adjusting to your new role and the new rules of engagement with peers, direct reports, and friends, your friends are adjusting as well. Here are some pointers on how to address some of the more difficult situations that may come up.

    » Read more
    Get Involved

    Leadership training is an essential part of CPA firms' succession planning

    A leadership training plan is an important piece in accounting firms' succession planning, writes Mark Koziel, CPA, CGMA, vice president of the AICPA's firm services and global alliances. Such a plan provides retiring partners with confidence that the next generation of partners is ready to assume the leadership mantel. However, only 15% of firms have a leadership training plan in place, according to the 2012 PCPS Succession Survey for multi-owner firms. Engaging with up-and-coming partners and giving them stretch assignments are other moves that will prepare the current generation for succession. The AICPA has a number of resources to help. AICPA Insights (11/21)

    AICPA Advanced Personal Financial Planning Conference

    January 21-23, 2013
    ARIA Resort & Casino, Las Vegas, NV

    The first major professional conference to address all of the timely issues in one place - everything from tax and estate planning strategies, geopolitical perspectives for 2013, tax policies for the next four years, concentrated assets, insurance products, retirement plan design, and controversial topics such as Social Security, Healthcare Reform and Medicare. More information here

    AICPA Expert Witness Skills Workshop

    Jan 24-26, 2013 – Scottsdale, AZ– Obtain the skills needed, or improve your skills, as an Expert Witness. Learn how to prepare and present information during arbitration or in the courtroom.

    AICPA Resources

    Free AICPA social media user guides available

    It's time to use social media, the fastest growing marketing medium, to your advantage. The AICPA has developed a set of user guides to help you learn more about the professional benefits that Facebook, Twitter, LinkedIn and blogging offer your CPA practice. You'll find guides with steps for getting started, best practices and tips for effectively starting a conversation with clients and prospective clients on the CPA Marketing Toolkit.

    New report from AICPA and CIMA highlights skills and talents needed for success
    In today’s quickly changing economy, CPAs, CGMAs play an important role in helping their organizations meet strategic objectives and build sustainable business models. These individuals reach beyond the more traditional finance focus and, as a result, need to demonstrate advanced and unique capabilities to progress in their careers. Fast Track to Leadership, a new report from the AICPA and CIMA, features global interviews and round tables that capture the changing requirements in skills, experience and behaviors that will help CPAs, CGMAs to identify challenges and develop an action plan to maximize opportunities. Download the report from

    Three ethics resources for CPA, CGMAs
    With the importance of ethics and non-financial reporting rising on the global agenda, CGMAs are in a unique position to make an important contribution to creating a sustainable ethical operating environment. The AICPA and CIMA have developed a number of resources to assist CPA, CGMAs in guiding their organizations to long-term sustainability and success. The Ethical reflection checklist is designed to provide organizations and individuals with an overview of how well ethical practices are embedded in the business. The CGMA case study: Navigating ethical issues highlights issues related to non-disclosure at the corporate level that come to the attention of non-executive financial managers and controllers. Responding to ethical dilemmas: CGMA ethics resources provides links to resources to help CGMAs navigate ethical dilemmas and respond in a manner that upholds their professional standards.

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