Loading...

Succession Planning Think Tank

12:00 pm–1:00 pm ET

Description

Whether you are ready to embrace retirement or just beginning your career, discussions of succession planning can feel daunting and overwhelming. While we hope for an “easy button” to make the process simpler, we must rely on succession planning tools and the accounting community for support as we navigate this territory. Learning from peers’ successes and lessons learned is an excellent step in the succession planning process. This event is an opportunity you do not want to miss. Join us to hear directly from Victoria Martin, CPA, SCEP, CGMA, PFS and Stacee Rash, CPA, partners with Martin Starnes & Associates, CPAs, P.A. in Hickory, as they share their insights with fellow practitioners. This event will cover topics including developing talent within your firm, retention of high performers, and solving leadership pipeline issues. Their perspectives shared collaboratively as firm founder and young professional partner will provide a unique experience for all participants.

The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Hickory Women’s Initiative Networking Group*This is a non-CPE event

To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 with event code SN005222.

Questions? Please contact NCACPA Engagement Manager, Holly Bazemore, at [email protected] or 919-469-1040.

Speakers: 
Victoria Martin, CPA, SCEP, CGMA, PFS —Vickie has over 30 years of accounting and tax consulting experience serving closely-held companies, family businesses, non-profit organizations, and individuals. She founded Martin Starnes & Associates, CPAs, P.A. in 1987. As a result of her leadership abilities and her passion for the financial field, the firm has grown to become a leader in tax and audit services.

In addition to her general tax experience, Vickie specializes in estate and gift tax planning and conducts business valuations. She is a Certified Specialist in Estate Planning (CSEP) and holds a Certificate of Educational Achievement in Business Valuations by the AICPA. She is also a Personal Financial Specialist (PFS) and a Certified Global Management Accountant (CGMA). Vickie received her Bachelor of Science degree in Accounting with honors from Lenoir-Rhyne College in 1979.

Vickie recently received her Personal Financial Specialist (PFS) certification from the American Institute of CPAs (AICPA). As mentioned on their website, the AICPA’s PFS Credential is granted exclusively to CPAs who have the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical for obtaining the most valuable, objective advice possible. All areas of personal financial planning – including estate, retirement, investments and insurance – have tax implications, and PFS professionals have the experience, ethics and expertise to get the job done right.

Stacee Rash, CPA—A Hickory native and graduate of Elon University and Appalachian State University, Stacee Rash joined Martin Starnes and Associates, CPAs, P.A., in 2009 after two years with a national firm. Stacee is known for holding herself and others to high standards and taking pride in everything she does. She is an advocate for coaching, advising, and supporting co-workers in meeting and exceeding client expectations.

Leader. She is a graduate of Leadership Catawba and served on the NCACPA Young CPA Cabinet.


Share This Event

Event Vendor:NCACPA

Event Type:Networking
NASBA Instructional Method:N/A
Event Code:SN005222

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$0.00
Non-MemberN/A$0.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.