CPAs As Facilitators Makes Sense

BY MARK B. RUBIN

CPAs As Facilitators Makes Sense
I applaud the article “ Facilitate Your Way to New Business ” ( JofA , Jan.04, page 53) for its suggestion that CPAs can work as value-added meeting facilitators. As individuals, and as a profession, CPAs need to always rise to their responsibilities as trusted advisers. The article appropriately pointed out that it is incumbent upon each of us to train sufficiently for each of the roles we undertake, including that of meeting facilitator.

Since extending our professional responsibilities can be risky to the clients we serve, the recommended resources for training in meeting facilitation should prove to be valuable tools not only for practitioners who market themselves as meeting facilitators, but for all CPAs who regularly attend and lead meetings.

In the 12 years since I founded a consulting firm focusing on families who own and manage assets together, it has become clear to me there are specific skills and knowledge relevant to working with client families, particularly when facilitating their business meetings. The best resource for awareness and training has been the Family Firm Institute (FFI) ( www.ffi.org ). FFI is a nonprofit professional membership organization that provides interdisciplinary education and networking opportunities for family-business advisers, consultants, educators and researchers. The relationships I have developed through this organization have been valuable, both professionally and personally, and I would encourage other CPAs to investigate its relevance as well.

Mark B. Rubin, CPA
Founder and Senior Consultant
Metropolitan Group LLC
Cresskill, New Jersey

 

RESOURCES

Keeping you informed and prepared amid the coronavirus outbreak

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

VIDEO

Excel walk-through: Sparklines

Want to liven up your spreadsheets with some color and graphical elements? Kelly L. Williams, CPA, Ph.D., shows how to use Excel sparklines, which illustrate data trends and patterns via small charts that fit in a single Excel cell.