Trusted Advisors in the CPA Profession

Statewide NextGen Committee Presents

NextGen Emerging Professionals Summer Skill-Building Series

NYCPA Members Only

Building a successful career as a CPA goes beyond technical expertise—it also means developing a strong professional network. Join the Statewide NextGen Committee for an engaging discussion on how cultivating relationships with trusted advisors can enhance your career, expand your client service offerings, and create new business opportunities.

The session will be led by Phil Shetsen, Financial Planner at Prudential, who will share his perspective on the importance of accountant-financial planner relationships, best practices for building strategic partnerships, and how these collaborations can create lasting value for both professionals and the clients they serve.

You'll Learn:

• Why trusted advisor relationships are essential in today's business environment
• How CPAs and financial professionals can work together to better serve clients
• Strategies for building and maintaining a strong referral network
• Tips for creating meaningful professional partnerships that foster long-term growth
  

Who Should Attend:

Whether you're just beginning your career or looking to expand your professional network, this session will provide practical insights to help you become a more connected and trusted advisor.